Baystate Financial Services
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Baystate Financial Services Employees
Employee
Years
Job
Industry
Mark T Linnane Mark T Linnane's Baystate Financial Services Experience August 2013 - Present
Job Registered Representative and Investment Advisor at Baystate Financial Services
Industry Insurance
Experience
Baystate Financial Services August 2013 - Present
Knights of Columbus November 2011 - July 2013
Citizens Bank October 2007 - August 2010
Education
Suffolk University - Sawyer Business School 1989 — 1992
MBA, Business Management
Suffolk University 1982 — 1985
Bachelor's Degree, Finance and Financial Management Services
Don Bosco Tech Boston, MA
College Prep
Baystate Financial Services August 2013 - Present
Knights of Columbus November 2011 - July 2013
Citizens Bank October 2007 - August 2010
Education
Suffolk University - Sawyer Business School 1989 — 1992
MBA, Business Management
Suffolk University 1982 — 1985
Bachelor's Degree, Finance and Financial Management Services
Don Bosco Tech Boston, MA
College Prep
Marie Brownell Marie Brownell's Baystate Financial Services Experience 2005 - December 2010
Job Owner / Broker at Brownell Insurance Center
Industry Insurance
Experience
Brownell Insurance Center April 1986 - Present
Rotary International 2008 - Present
Greater Derry Londonderry Chamber of Commerce 2012 - Present
Hampton Area Chamber of Commerce 2010 - Present
The Upper Room 2005 - 2014
BNI - NH 2002 - 2014
BPW Londonderry, NH 1998 - 2014
Aflac 1998 - 2013
Baystate Financial Services 2005 - December 2010
Independent Insurance Agents and Brokers of America 1989 - 2010
Education
Southern New Hampshire University 2000 — 2003
Master of Education (M.Ed.), Education
New Hampshire College 1994 — 2000
Bachelor's degree, Marketing and Management, 3.7 Grade Point Average
Brownell Insurance Center April 1986 - Present
Rotary International 2008 - Present
Greater Derry Londonderry Chamber of Commerce 2012 - Present
Hampton Area Chamber of Commerce 2010 - Present
The Upper Room 2005 - 2014
BNI - NH 2002 - 2014
BPW Londonderry, NH 1998 - 2014
Aflac 1998 - 2013
Baystate Financial Services 2005 - December 2010
Independent Insurance Agents and Brokers of America 1989 - 2010
Education
Southern New Hampshire University 2000 — 2003
Master of Education (M.Ed.), Education
New Hampshire College 1994 — 2000
Bachelor's degree, Marketing and Management, 3.7 Grade Point Average
Sadiya Carr Sadiya Carr's Baystate Financial Services Experience April 2008 - August 2009
Job Coordinator Extraordinaire
Industry Nonprofit Organization Management
Experience
Firefly Arts Collective January 2014 - Present
Genome Bridge LLC June 2013 - Present
Broad Institute September 2011 - June 2013
BioMed Realty Trust January 2011 - September 2011
BioMed Realty Trust August 2009 - December 2010
Baystate Financial Services April 2008 - August 2009
Skills
Fundraising, Customer Service, Management, Marketing, Organization Of Events, Microsoft Office, Project Management, Volunteer Management, Editing, Leadership, Databases, Leases, Proposal Writing, Research, Multilingual, Nonprofits, Civil Society, American Fundraising..., Interpreter - Medical &..., Costume Design, Vintage Clothing, Sewing
Education
University of Massachusetts Boston 2004 — 2008
Bachelors Of Arts, Psychology
Firefly Arts Collective January 2014 - Present
Genome Bridge LLC June 2013 - Present
Broad Institute September 2011 - June 2013
BioMed Realty Trust January 2011 - September 2011
BioMed Realty Trust August 2009 - December 2010
Baystate Financial Services April 2008 - August 2009
Skills
Fundraising, Customer Service, Management, Marketing, Organization Of Events, Microsoft Office, Project Management, Volunteer Management, Editing, Leadership, Databases, Leases, Proposal Writing, Research, Multilingual, Nonprofits, Civil Society, American Fundraising..., Interpreter - Medical &..., Costume Design, Vintage Clothing, Sewing
Education
University of Massachusetts Boston 2004 — 2008
Bachelors Of Arts, Psychology
Brigitta Park Brigitta Park's Baystate Financial Services Experience June 2012 - August 2012
Job Financial Leadership Program Associate at United Technologies
Industry Financial Services
Experience
United Technologies July 2013 - Present
Baystate Financial Services June 2012 - August 2012
Saatchi & Saatchi June 2011 - August 2011
Skills
Leadership, Team-oriented, Time Management, Strategy, Management, Forecasting
Education
The University of Connecticut 2009 — 2012
Bachelor of Science, Business; Finance
Green Mountain Valley School 2005 — 2008
United Technologies July 2013 - Present
Baystate Financial Services June 2012 - August 2012
Saatchi & Saatchi June 2011 - August 2011
Skills
Leadership, Team-oriented, Time Management, Strategy, Management, Forecasting
Education
The University of Connecticut 2009 — 2012
Bachelor of Science, Business; Finance
Green Mountain Valley School 2005 — 2008
Dale Peatman Dale Peatman's Baystate Financial Services Experience August 2008 - Present
Job Financial Professional
Industry Financial Services
Experience
Baystate Financial Services August 2008 - Present
AXA Advisors / MONY January 1961 - July 2008
Education
The American College
Master of Science (M.S.), Financial Planning and Services
Trinity College-Hartford
Bachelor of Arts (B.A.)
Baystate Financial Services August 2008 - Present
AXA Advisors / MONY January 1961 - July 2008
Education
The American College
Master of Science (M.S.), Financial Planning and Services
Trinity College-Hartford
Bachelor of Arts (B.A.)
Linda Jenson Linda Jenson's Baystate Financial Services Experience November 1999 - Present
Job Registered Sales Assistant at Baystate Financial Services
Industry Financial Services
Experience
Baystate Financial Services November 1999 - Present
Paine Webber February 1995 - November 1999
Commonwealth Financial Group April 1990 - February 1995
Skills
Series 7, Series 63, Investments, Securities, Retirement Planning, Wealth Management, Retirement, Mutual Funds, Insurance, Financial Advisory, Fixed Annuities
Education
University of Missouri-Columbia
Baystate Financial Services November 1999 - Present
Paine Webber February 1995 - November 1999
Commonwealth Financial Group April 1990 - February 1995
Skills
Series 7, Series 63, Investments, Securities, Retirement Planning, Wealth Management, Retirement, Mutual Funds, Insurance, Financial Advisory, Fixed Annuities
Education
University of Missouri-Columbia
Christopher Siegel Christopher Siegel's Baystate Financial Services Experience February 2011 - May 2011
Job Internal Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments August 2013 - Present
Fidelity Investments June 2012 - July 2013
Enterprise Rent-A-Car June 2011 - May 2012
Iota Sigma Chapter of Sigma Nu Fraternity November 2010 - December 2011
Baystate Financial Services February 2011 - May 2011
Pepsi Bottling Company May 2009 - August 2010
Family Eye Associates September 2006 - August 2008
Skills
Series 7, Series 63, Investments, Mutual Funds
Education
University of New Hampshire 2008 — 2012
Business Administration, Finance/Management
Wachusett Regional High School 2004 — 2008
John Hancock Investments August 2013 - Present
Fidelity Investments June 2012 - July 2013
Enterprise Rent-A-Car June 2011 - May 2012
Iota Sigma Chapter of Sigma Nu Fraternity November 2010 - December 2011
Baystate Financial Services February 2011 - May 2011
Pepsi Bottling Company May 2009 - August 2010
Family Eye Associates September 2006 - August 2008
Skills
Series 7, Series 63, Investments, Mutual Funds
Education
University of New Hampshire 2008 — 2012
Business Administration, Finance/Management
Wachusett Regional High School 2004 — 2008
Derek Happy Derek Happy's Baystate Financial Services Experience June 2011 - Present
Job Financial Advisor / Registered Representative at New England Securities
Industry Financial Services
Experience
New England Securities January 2012 - Present
Baystate Financial Services June 2011 - Present
New York Life Insurance Company August 2008 - February 2012
Ultimate Parking LLC. March 2004 - August 2008
Skills
Insurance, Investments, Customer Service, Retirement Services, Health Insurance, Disability Insurance, Term Life Insurance
Education
University of Massachusetts Boston 2004 — 2008
Bachelor's, Finance
St. Peter Marian
St. Peter Marian
New England Securities January 2012 - Present
Baystate Financial Services June 2011 - Present
New York Life Insurance Company August 2008 - February 2012
Ultimate Parking LLC. March 2004 - August 2008
Skills
Insurance, Investments, Customer Service, Retirement Services, Health Insurance, Disability Insurance, Term Life Insurance
Education
University of Massachusetts Boston 2004 — 2008
Bachelor's, Finance
St. Peter Marian
St. Peter Marian
Ken Dee Ken Dee's Baystate Financial Services Experience July 2010 - August 2011
Job Independent Business Consultant
Industry Management Consulting
Experience
KSD consulting January 2013 - Present
Moody Street Financial January 2012 - January 2013
OneAmerica Securites January 2012 - January 2013
National Life Group August 2011 - January 2012
Baystate Financial Services July 2010 - August 2011
MetLife February 2010 - July 2010
Triton Technology May 2006 - February 2010
Global Energy Solutions October 1997 - September 2006
International Quality & Productivity Center April 1996 - October 1997
Center for Business Intelligence 1994 - 1996
Skills
Business Management, Process Re-engineering, HR, Marketing, Business Development, Bugeting P&L, Training & Education, New Market Analysis, Strategy, Start-ups, Training, Business Strategy, Analysis, New Business Development, Project Management, B2B, Employee Training, Market Research, Nonprofits, Performance Management, Consulting, Business Intelligence, Strategic Planning, Management Consulting, Executive Management, Business Planning, Lead Generation, Human Resources, Management, Market Analysis
Education
University of Massachusetts, Amherst 1980 — 1984
BS, Legal Studies
KSD consulting January 2013 - Present
Moody Street Financial January 2012 - January 2013
OneAmerica Securites January 2012 - January 2013
National Life Group August 2011 - January 2012
Baystate Financial Services July 2010 - August 2011
MetLife February 2010 - July 2010
Triton Technology May 2006 - February 2010
Global Energy Solutions October 1997 - September 2006
International Quality & Productivity Center April 1996 - October 1997
Center for Business Intelligence 1994 - 1996
Skills
Business Management, Process Re-engineering, HR, Marketing, Business Development, Bugeting P&L, Training & Education, New Market Analysis, Strategy, Start-ups, Training, Business Strategy, Analysis, New Business Development, Project Management, B2B, Employee Training, Market Research, Nonprofits, Performance Management, Consulting, Business Intelligence, Strategic Planning, Management Consulting, Executive Management, Business Planning, Lead Generation, Human Resources, Management, Market Analysis
Education
University of Massachusetts, Amherst 1980 — 1984
BS, Legal Studies
Debra Savage Debra Savage's Baystate Financial Services Experience July 2011 - September 2012
Job Sr. Sales Support Specialist/Office Manager
Industry Financial Services
Experience
Harvard Medical School 1988 - Present
OneAmerica Financial Partners Inc. September 2012 - October 2014
Baystate Financial Services July 2011 - September 2012
MetLife May 2006 - January 2011
Skirt Magazine 2009 - 2009
The Purple Peacock April 2000 - December 2006
Skills
Notary Public, Ergonomic Training, Real Estate Sales, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Insurance, Public Speaking, Marketing, Social Media, New Business Development, Strategic Planning, Leadership, Event Planning, Sales, Research, Social Networking, Training, Management
Education
Curry College
Bachelor of Arts (B.A.), Elementary Education and Teaching
Stonehill College
Business/Managerial Economics
Harvard Medical School 1988 - Present
OneAmerica Financial Partners Inc. September 2012 - October 2014
Baystate Financial Services July 2011 - September 2012
MetLife May 2006 - January 2011
Skirt Magazine 2009 - 2009
The Purple Peacock April 2000 - December 2006
Skills
Notary Public, Ergonomic Training, Real Estate Sales, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Insurance, Public Speaking, Marketing, Social Media, New Business Development, Strategic Planning, Leadership, Event Planning, Sales, Research, Social Networking, Training, Management
Education
Curry College
Bachelor of Arts (B.A.), Elementary Education and Teaching
Stonehill College
Business/Managerial Economics
Matthew Goldwasser, LUTCF, CLTC Matthew Goldwasser, LUTCF, CLTC's Baystate Financial Services Experience December 2001 - May 2002
Job Managing Partner at Goldwasser & Company, LLC
Industry Insurance
Experience
Goldwasser & Company, LLC November 2011 - Present
Goldwasser-Appel Insurance Advisors, LLC May 2002 - November 2011
Baystate Financial Services December 2001 - May 2002
Skills
Life Insurance, Insurance, Estate Planning, Retirement Planning, Underwriting, Long-term Care, Brokers, Disability Insurance
Education
University of Massachusetts, Amherst 1998 — 2001
BA, Dual Major in Political Science and Economics
Fessenden
Goldwasser & Company, LLC November 2011 - Present
Goldwasser-Appel Insurance Advisors, LLC May 2002 - November 2011
Baystate Financial Services December 2001 - May 2002
Skills
Life Insurance, Insurance, Estate Planning, Retirement Planning, Underwriting, Long-term Care, Brokers, Disability Insurance
Education
University of Massachusetts, Amherst 1998 — 2001
BA, Dual Major in Political Science and Economics
Fessenden
David Ghormley, CFA David Ghormley, CFA's Baystate Financial Services Experience October 2007 - June 2009
Job Regional Director at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management December 2012 - Present
MFS Investment Management August 2010 - November 2012
MFS Investment Management May 2010 - July 2010
Concord Academy May 2008 - May 2010
MassMutual Financial Group June 2009 - April 2010
Baystate Financial Services October 2007 - June 2009
Skills
Mutual Funds, New Client Acquisitions, Investment Strategies, Tax-advantaged..., Public Seminars, Business Development, Relationship Management, Marketing Strategy, Continuing Education, Practice Management, Risk Management
Education
Trinity College-Hartford 2003 — 2007
Bachelor of Science (B.S.), Economics
Northfield Mount Hermon High School 1999 — 2003
MFS Investment Management December 2012 - Present
MFS Investment Management August 2010 - November 2012
MFS Investment Management May 2010 - July 2010
Concord Academy May 2008 - May 2010
MassMutual Financial Group June 2009 - April 2010
Baystate Financial Services October 2007 - June 2009
Skills
Mutual Funds, New Client Acquisitions, Investment Strategies, Tax-advantaged..., Public Seminars, Business Development, Relationship Management, Marketing Strategy, Continuing Education, Practice Management, Risk Management
Education
Trinity College-Hartford 2003 — 2007
Bachelor of Science (B.S.), Economics
Northfield Mount Hermon High School 1999 — 2003
Gavin Ernst's Baystate Financial Services Experience May 2013 - August 2013
Job Investor Relations Specialist at BlackRock
Industry Financial Services
Experience
BlackRock October 2014 - Present
Simon Business School, University of Rochester September 2013 - May 2014
Baystate Financial Services May 2013 - August 2013
University of Rochester April 2012 - May 2013
University of Rochester May 2012 - September 2012
Skills
Microsoft Office, NetX360 Trading Software, eMoney Financial..., Data Analysis, Customer Service, Social Media, Event Planning, Microsoft Word, PowerPoint, Microsoft Excel, Marketing, Economics, Accounting, Finance, Access, Statistics
Education
University of Rochester 2010 — 2014
Bachelor of Arts (BA), Financial Economics
BlackRock October 2014 - Present
Simon Business School, University of Rochester September 2013 - May 2014
Baystate Financial Services May 2013 - August 2013
University of Rochester April 2012 - May 2013
University of Rochester May 2012 - September 2012
Skills
Microsoft Office, NetX360 Trading Software, eMoney Financial..., Data Analysis, Customer Service, Social Media, Event Planning, Microsoft Word, PowerPoint, Microsoft Excel, Marketing, Economics, Accounting, Finance, Access, Statistics
Education
University of Rochester 2010 — 2014
Bachelor of Arts (BA), Financial Economics
Lillian Strout Lillian Strout's Baystate Financial Services Experience January 2010 - May 2010
Job Bartender at Slip 14
Industry Restaurants
Experience
Slip 14 April 2013 - Present
Ventuno April 2013 - Present
The Vault September 2010 - March 2013
Shuckers World Famous Raw Bar & Cafe May 2008 - October 2012
Era Blu December 2011 - July 2012
Amphora December 2011 - July 2012
Baystate Financial Services January 2010 - May 2010
Skills
Microsoft Office, PowerPoint, Access, Microsoft Publisher, Microsoft Excel, QuarkXPress, Market Research, Questionnaires, Customer Surveys, Interviews, Focus Groups, Event Planning
Education
University of Massachusetts Boston 2006 — 2011
Bachelor of Science in Management, Marketing
Slip 14 April 2013 - Present
Ventuno April 2013 - Present
The Vault September 2010 - March 2013
Shuckers World Famous Raw Bar & Cafe May 2008 - October 2012
Era Blu December 2011 - July 2012
Amphora December 2011 - July 2012
Baystate Financial Services January 2010 - May 2010
Skills
Microsoft Office, PowerPoint, Access, Microsoft Publisher, Microsoft Excel, QuarkXPress, Market Research, Questionnaires, Customer Surveys, Interviews, Focus Groups, Event Planning
Education
University of Massachusetts Boston 2006 — 2011
Bachelor of Science in Management, Marketing
Greg Silverman's Baystate Financial Services Experience May 2014 - Present
Job Product Sales and Marketing at Baystate Financial
Industry Financial Services
Experience
Baystate Financial Services May 2014 - Present
Portland Pirates July 2013 - January 2014
Worcester Tornadoes May 2012 - August 2012
STX, LLC February 2012 - May 2012
Framingham Country Club January 2009 - January 2012
Pure Hockey January 2007 - January 2008
Skills
Licensed Life & Health..., Sports Marketing, Sales, New Business Development, Marketing, Customer Service, Account Management
Education
University of New Hampshire 2009 — 2013
Bachelor of Science (BS), Business Administration Option in Marketing and Finance
Baystate Financial Services May 2014 - Present
Portland Pirates July 2013 - January 2014
Worcester Tornadoes May 2012 - August 2012
STX, LLC February 2012 - May 2012
Framingham Country Club January 2009 - January 2012
Pure Hockey January 2007 - January 2008
Skills
Licensed Life & Health..., Sports Marketing, Sales, New Business Development, Marketing, Customer Service, Account Management
Education
University of New Hampshire 2009 — 2013
Bachelor of Science (BS), Business Administration Option in Marketing and Finance
Rick Caldwell Rick Caldwell's Baystate Financial Services Experience August 2009 - May 2010
Job Senior Account Manager at Oracle
Industry Information Technology and Services
Experience
Oracle December 2012 - Present
Oracle September 2011 - December 2012
Oracle June 2010 - September 2011
Baystate Financial Services August 2009 - May 2010
Continental Resources July 2006 - April 2009
Skills
Oracle, Siebel, Customer Service, New Business Development, Leadership, Business Development, Salesforce.com, Enterprise Software, Solution Selling, Recruiting, Cloud Computing, SaaS, Software Industry, Human Resources, Strategic Planning, Sales Operations, Direct Sales, Lead Generation, Professional Services, Sales Process, CRM, Selling, Account Management, Cold Calling, Business Intelligence, Pre-sales, Partner Management, Business Alliances, Sales
Education
University of Massachusetts Lowell 1999 — 2003
Oracle December 2012 - Present
Oracle September 2011 - December 2012
Oracle June 2010 - September 2011
Baystate Financial Services August 2009 - May 2010
Continental Resources July 2006 - April 2009
Skills
Oracle, Siebel, Customer Service, New Business Development, Leadership, Business Development, Salesforce.com, Enterprise Software, Solution Selling, Recruiting, Cloud Computing, SaaS, Software Industry, Human Resources, Strategic Planning, Sales Operations, Direct Sales, Lead Generation, Professional Services, Sales Process, CRM, Selling, Account Management, Cold Calling, Business Intelligence, Pre-sales, Partner Management, Business Alliances, Sales
Education
University of Massachusetts Lowell 1999 — 2003
John Lian, CLU® John Lian, CLU®'s Baystate Financial Services Experience August 2005 - Present
Job Financial Advisor and Registered Representative at New England Securities
Industry Financial Services
Experience
Baystate Financial Services August 2005 - Present
Skills
Retirement Planning, Estate Planning, Retirement, Investments, Disability Insurance, Insurance, Employee Benefits, Risk Management, Securities, Wealth, Strategy, Wealth Accumulation
Education
The American College 2009 — 2012
CLU,
University of Alabama 1994 — 1998
BS
Wachusett Regional HS 1989 — 1993
Baystate Financial Services August 2005 - Present
Skills
Retirement Planning, Estate Planning, Retirement, Investments, Disability Insurance, Insurance, Employee Benefits, Risk Management, Securities, Wealth, Strategy, Wealth Accumulation
Education
The American College 2009 — 2012
CLU,
University of Alabama 1994 — 1998
BS
Wachusett Regional HS 1989 — 1993
Peter Bacchiocchi Peter Bacchiocchi's Baystate Financial Services Experience October 2004 - May 2006
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Insurance
Experience
Allstate Financial Services, LLC November 2014 - Present
Investors Capital Corporation October 2013 - October 2014
Worcester Pride 2012 - 2014
MetLife Financial Group of Mass September 2010 - July 2013
MetLife October 2007 - September 2010
Baystate Financial Services October 2004 - May 2006
The Patriot Financial Group January 1999 - October 2004
Skills
Recruiting, Training, Sales, Insurance, Disability Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Health Insurance, Term Life Insurance, Retirement, Employee Benefits, Long-term Care, Investments, Mutual Funds
Education
Worcester State College 1981 — 1983
MS, Human Services Management
University of Massachusetts, Amherst 1972 — 1976
Human Development, Elementary Education
Allstate Financial Services, LLC November 2014 - Present
Investors Capital Corporation October 2013 - October 2014
Worcester Pride 2012 - 2014
MetLife Financial Group of Mass September 2010 - July 2013
MetLife October 2007 - September 2010
Baystate Financial Services October 2004 - May 2006
The Patriot Financial Group January 1999 - October 2004
Skills
Recruiting, Training, Sales, Insurance, Disability Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Health Insurance, Term Life Insurance, Retirement, Employee Benefits, Long-term Care, Investments, Mutual Funds
Education
Worcester State College 1981 — 1983
MS, Human Services Management
University of Massachusetts, Amherst 1972 — 1976
Human Development, Elementary Education
Stacy Cardinale Stacy Cardinale's Baystate Financial Services Experience April 2007 - February 2009
Job MBA, Marketing
Industry Marketing and Advertising
Experience
New Employment Options, LLC July 2012 - March 2013
Marvell Plate Glass, Inc. January 2011 - 2011
Baystate Financial Services April 2007 - February 2009
New England Financial April 2007 - February 2008
IntelliSoft Group August 2006 - March 2007
Skills
Marketing, Marketing Strategy, Social Media, Sales, Trade Shows, Business Development, Customer Service, Event Management, Microsoft Office, Microsoft Excel, Email Marketing, Social Media Marketing, Event Planning, Facebook, Advertising
Education
Southern New Hampshire University 2003 — 2005
MBA, Marketing
Nashua High School 1998 — 2000
general
New Employment Options, LLC July 2012 - March 2013
Marvell Plate Glass, Inc. January 2011 - 2011
Baystate Financial Services April 2007 - February 2009
New England Financial April 2007 - February 2008
IntelliSoft Group August 2006 - March 2007
Skills
Marketing, Marketing Strategy, Social Media, Sales, Trade Shows, Business Development, Customer Service, Event Management, Microsoft Office, Microsoft Excel, Email Marketing, Social Media Marketing, Event Planning, Facebook, Advertising
Education
Southern New Hampshire University 2003 — 2005
MBA, Marketing
Nashua High School 1998 — 2000
general
Paul LeClair Paul LeClair's Baystate Financial Services Experience February 2012 - Present
Job Director of Life Insurance at Baystate Financial
Industry Insurance
Experience
Baystate Financial Services February 2012 - Present
MetLife August 1982 - December 2011
Skills
Insurance, Life Insurance, Fixed Annuities, Product Management, Disability Insurance, Retirement Planning, Finance, Actuarial Science, Underwriting, Retirement, Securities, Variable Annuities, Risk Management, Term Life Insurance, Financial Services
Education
UMass Dartmouth 1978 — 1982
BS, Math, 3.65
Baystate Financial Services February 2012 - Present
MetLife August 1982 - December 2011
Skills
Insurance, Life Insurance, Fixed Annuities, Product Management, Disability Insurance, Retirement Planning, Finance, Actuarial Science, Underwriting, Retirement, Securities, Variable Annuities, Risk Management, Term Life Insurance, Financial Services
Education
UMass Dartmouth 1978 — 1982
BS, Math, 3.65
Asa Hecker Asa Hecker's Baystate Financial Services Experience May 2013 - July 2013
Job Sales & Trading Summer Analyst at J.P. Morgan
Industry Investment Banking
Experience
Lemma Senbet Fund May 2015 - Present
J.P. Morgan June 2015 - August 2015
Greenberg Advisors, LLC September 2014 - November 2014
Gordon Brothers Group June 2013 - August 2013
Baystate Financial Services May 2013 - July 2013
Powerhouse Desserts September 2011 - May 2012
Skills
Public Speaking, Customer Service, Sales, Social Networking, Teamwork, Finance, Leadership, Financial Analysis, Marketing, Investment Banking, Equities
Education
University of Maryland College Park 2012 — 2016
Bachelor's Degree, Finance & Economics, Junior Finance GPA: 4.0 / 4.0 Cumulative GPA: 3.8 / 4.0
Wayland High School 2008 — 2012
Lemma Senbet Fund May 2015 - Present
J.P. Morgan June 2015 - August 2015
Greenberg Advisors, LLC September 2014 - November 2014
Gordon Brothers Group June 2013 - August 2013
Baystate Financial Services May 2013 - July 2013
Powerhouse Desserts September 2011 - May 2012
Skills
Public Speaking, Customer Service, Sales, Social Networking, Teamwork, Finance, Leadership, Financial Analysis, Marketing, Investment Banking, Equities
Education
University of Maryland College Park 2012 — 2016
Bachelor's Degree, Finance & Economics, Junior Finance GPA: 4.0 / 4.0 Cumulative GPA: 3.8 / 4.0
Wayland High School 2008 — 2012
Michael Duffley Michael Duffley's Baystate Financial Services Experience 2000 - 2003
Job VP, Sales Manager Business Insurance at Rogers & Gray Insurance Agency
Industry Financial Services
Experience
Rogers & Gray Insurance Agency June 2012 - Present
Maffei Landscape Contractors February 2011 - May 2012
MetLife Home Loans June 2003 - January 2011
Baystate Financial Services 2000 - 2003
Skills
Insurance, Sales, Sales Management, Marketing, Account Management, Loans, Strategic Financial..., Leadership, Team Building, Recruiting, Fundraising, Board of Directors
Education
University of Rhode Island 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Barnstable High School 1992 — 1996
Rogers & Gray Insurance Agency June 2012 - Present
Maffei Landscape Contractors February 2011 - May 2012
MetLife Home Loans June 2003 - January 2011
Baystate Financial Services 2000 - 2003
Skills
Insurance, Sales, Sales Management, Marketing, Account Management, Loans, Strategic Financial..., Leadership, Team Building, Recruiting, Fundraising, Board of Directors
Education
University of Rhode Island 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Barnstable High School 1992 — 1996
Hayden Stone Hayden Stone's Baystate Financial Services Experience June 2012 - August 2012
Job Business Risk Consultant at Deloitte
Industry Financial Services
Experience
Deloitte September 2014 - Present
University of Richmond September 2010 - May 2014
Applied Materials June 2013 - August 2013
Charles University in Prague September 2012 - December 2012
Baystate Financial Services June 2012 - August 2012
Student Activities September 2011 - May 2012
Skills
PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Microsoft Office, Public Speaking, Research, SPSS, Event Planning, Community Outreach, Editing
Education
University of Richmond 2010 — 2014
Bachelor of Arts (B.A.), Leadership; Business Administration
Hamilton Wenham Regional High School 2007 — 2010
Shore Country Day School 2005 — 2007
Deloitte September 2014 - Present
University of Richmond September 2010 - May 2014
Applied Materials June 2013 - August 2013
Charles University in Prague September 2012 - December 2012
Baystate Financial Services June 2012 - August 2012
Student Activities September 2011 - May 2012
Skills
PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Microsoft Office, Public Speaking, Research, SPSS, Event Planning, Community Outreach, Editing
Education
University of Richmond 2010 — 2014
Bachelor of Arts (B.A.), Leadership; Business Administration
Hamilton Wenham Regional High School 2007 — 2010
Shore Country Day School 2005 — 2007
Alyssa Smith Alyssa Smith's Baystate Financial Services Experience December 2012 - June 2013
Job Marketing Coordinator at Charles River Laboratories
Industry Broadcast Media
Experience
Charles River Laboratories September 2014 - Present
Pat Tecce Entertainment February 2014 - Present
Black Tie Video July 2013 - Present
iHeartMedia July 2011 - Present
Environmental Health & Engineering January 2014 - September 2014
Barton Associates Inc. August 2013 - December 2013
Baystate Financial Services December 2012 - June 2013
Grand Circle Corporation March 2012 - August 2012
Abercrombie & Fitch June 2006 - March 2012
iHeartMedia December 2010 - May 2011
Skills
Social Media, Facebook, Marketing, Customer Service, Social Networking, Public Relations, Microsoft Office, Microsoft Excel, Sales, PowerPoint, Advertising, Social Media Marketing, Recruiting, Event Planning, Microsoft Word, Marketing Communications, Salesforce.com, Pardot
Education
Saint Anselm College 2007 — 2011
Bachelor of Arts (B.A.), English
Bishop Fenwick High School 2003 — 2007
Charles River Laboratories September 2014 - Present
Pat Tecce Entertainment February 2014 - Present
Black Tie Video July 2013 - Present
iHeartMedia July 2011 - Present
Environmental Health & Engineering January 2014 - September 2014
Barton Associates Inc. August 2013 - December 2013
Baystate Financial Services December 2012 - June 2013
Grand Circle Corporation March 2012 - August 2012
Abercrombie & Fitch June 2006 - March 2012
iHeartMedia December 2010 - May 2011
Skills
Social Media, Facebook, Marketing, Customer Service, Social Networking, Public Relations, Microsoft Office, Microsoft Excel, Sales, PowerPoint, Advertising, Social Media Marketing, Recruiting, Event Planning, Microsoft Word, Marketing Communications, Salesforce.com, Pardot
Education
Saint Anselm College 2007 — 2011
Bachelor of Arts (B.A.), English
Bishop Fenwick High School 2003 — 2007
Andrew Wolfson Andrew Wolfson's Baystate Financial Services Experience January 2006 - August 2011
Job Actuarial Assistant at AIG
Industry Insurance
Experience
AIG June 2013 - Present
Lexington Insurance Company June 2012 - August 2012
LONGFELLOW SPORTS CLUB January 2008 - August 2011
Baystate Financial Services January 2006 - August 2011
Skills
Microsoft Excel, Property & Casualty..., VBA, SAS Programming, SQL, Access, Analysis, Leadership, Statistics, Data Analysis, PowerPoint, Microsoft Word, Time Management, Java, Finance, Teamwork, Microsoft Office, Financial Mathematics, Probability, Computer Science, LaTeX, Quantitative Finance, Morningstar, Eclipse, Calculus, Insurance
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Science (B.S.), Mathematics; Actuarial Science
Natick High School 2005 — 2009
AIG June 2013 - Present
Lexington Insurance Company June 2012 - August 2012
LONGFELLOW SPORTS CLUB January 2008 - August 2011
Baystate Financial Services January 2006 - August 2011
Skills
Microsoft Excel, Property & Casualty..., VBA, SAS Programming, SQL, Access, Analysis, Leadership, Statistics, Data Analysis, PowerPoint, Microsoft Word, Time Management, Java, Finance, Teamwork, Microsoft Office, Financial Mathematics, Probability, Computer Science, LaTeX, Quantitative Finance, Morningstar, Eclipse, Calculus, Insurance
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Science (B.S.), Mathematics; Actuarial Science
Natick High School 2005 — 2009
Laura Connelly Laura Connelly's Baystate Financial Services Experience June 2011 - June 2013
Job Student at the University of Michigan Law School
Industry Law Practice
Experience
Davis Polk & Wardwell LLP May 2015 - Present
United States Attorney's Office May 2014 - August 2014
Baystate Financial Services June 2011 - June 2013
Massachusetts State House January 2011 - April 2011
O'Neill and Associates June 2010 - December 2010
Education
University of Michigan 2013 — 2016
Doctor of Law (J.D.)
Boston College, College of Arts and Sciences 2007 — 2011
Bachelor of Arts, English; Philosophy
The University of Glasgow 2010 — 2010
Davis Polk & Wardwell LLP May 2015 - Present
United States Attorney's Office May 2014 - August 2014
Baystate Financial Services June 2011 - June 2013
Massachusetts State House January 2011 - April 2011
O'Neill and Associates June 2010 - December 2010
Education
University of Michigan 2013 — 2016
Doctor of Law (J.D.)
Boston College, College of Arts and Sciences 2007 — 2011
Bachelor of Arts, English; Philosophy
The University of Glasgow 2010 — 2010
Maxwell Wise Maxwell Wise's Baystate Financial Services Experience June 2008 - September 2008
Job Managing Director, NYC at Onward Search
Industry Staffing and Recruiting
Experience
Onward Search July 2010 - Present
Onward Search Digital Marketing and Creative Staffing July 2012 - November 2013
Onward Search Digital Marketing and Creative Staffing July 2010 - July 2012
Baystate Financial Services June 2008 - September 2008
Merrill Lynch June 2007 - September 2007
Skills
Screening Resumes, Omniture, Social Media, Technical Recruiting, Information Architecture, Digital Marketing, SEO, SEM, Staffing Services, Recruiting, Kicking Ass, Social Media Marketing, Flash, Email Marketing, User Experience, Interaction Design, Advertising, E-commerce, User Interface, Mobile Applications, PPC, Executive Search, Google Analytics, CRM, Online Marketing, Interactive Marketing, Temporary Placement, Digital Strategy, Interactive Advertising, Mobile Marketing, Lead Generation, Permanent Placement, Web Analytics, Talent Acquisition, Hip-Hop Dance, Puppetry, Master Franchising, Mountain Rescue
Education
University of Delaware - Lerner College of Business and Economics
BS, Finance
Newton South High School
Onward Search July 2010 - Present
Onward Search Digital Marketing and Creative Staffing July 2012 - November 2013
Onward Search Digital Marketing and Creative Staffing July 2010 - July 2012
Baystate Financial Services June 2008 - September 2008
Merrill Lynch June 2007 - September 2007
Skills
Screening Resumes, Omniture, Social Media, Technical Recruiting, Information Architecture, Digital Marketing, SEO, SEM, Staffing Services, Recruiting, Kicking Ass, Social Media Marketing, Flash, Email Marketing, User Experience, Interaction Design, Advertising, E-commerce, User Interface, Mobile Applications, PPC, Executive Search, Google Analytics, CRM, Online Marketing, Interactive Marketing, Temporary Placement, Digital Strategy, Interactive Advertising, Mobile Marketing, Lead Generation, Permanent Placement, Web Analytics, Talent Acquisition, Hip-Hop Dance, Puppetry, Master Franchising, Mountain Rescue
Education
University of Delaware - Lerner College of Business and Economics
BS, Finance
Newton South High School
Rich LeBranti, CFP®'s Baystate Financial Services Experience January 2005 - February 2010
Job Financial Advisor, 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 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
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
Jack Priebe Jack Priebe's Baystate Financial Services Experience May 2003 - June 2005
Job Advanced and Business Planning Director at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group July 2005 - Present
Baystate Financial Services May 2003 - June 2005
Skills
Mutual Funds, Retirement Planning, Investments, Financial Analysis, Securities, Estate Planning
Education
University of Michigan
Bachelor of Science (B.S.), Applied Mathematics
Commonwealth Financial Group July 2005 - Present
Baystate Financial Services May 2003 - June 2005
Skills
Mutual Funds, Retirement Planning, Investments, Financial Analysis, Securities, Estate Planning
Education
University of Michigan
Bachelor of Science (B.S.), Applied Mathematics
Patrick Pierre-Victor Patrick Pierre-Victor's Baystate Financial Services Experience July 2013 - August 2013
Job FGP Analyst
Industry Hospital & Health Care
Experience
NYU Langone Medical Center August 2015 - Present
Qufu Normal University August 2014 - July 2015
Baystate Financial Services July 2013 - August 2013
Michael O'Brien Catering PTY LTD March 2013 - July 2013
Skidmore College Admissions September 2012 - December 2012
Eblens Clothing and Footwear March 2010 - August 2012
Skills
Research, Microsoft Office, Public Speaking, Social Media, Microsoft Word, Customer Service
Education
Skidmore College 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General, Health and Exercise Sciences
Griffith University Gold Coast 2013 — 2013
Commerce, Health and Exercise Sciences
NYU Langone Medical Center August 2015 - Present
Qufu Normal University August 2014 - July 2015
Baystate Financial Services July 2013 - August 2013
Michael O'Brien Catering PTY LTD March 2013 - July 2013
Skidmore College Admissions September 2012 - December 2012
Eblens Clothing and Footwear March 2010 - August 2012
Skills
Research, Microsoft Office, Public Speaking, Social Media, Microsoft Word, Customer Service
Education
Skidmore College 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General, Health and Exercise Sciences
Griffith University Gold Coast 2013 — 2013
Commerce, Health and Exercise Sciences
Caryn McGrath Caryn McGrath's Baystate Financial Services Experience January 2012 - Present
Job Marketing Support Specialist, Registered Representative at Baystate Financial Services
Industry Financial Services
Experience
Baystate Financial Services January 2012 - Present
BNY Mellon April 2001 - January 2012
Putnam Investments November 1996 - April 2001
Skills
Financial Services, Fixed Income, Relationship Management, Account Reconciliation, Bloomberg, Back Office, Series 7
Education
University of Massachusetts Dartmouth 1992 — 1996
Bachelor of Arts, Finance
Baystate Financial Services January 2012 - Present
BNY Mellon April 2001 - January 2012
Putnam Investments November 1996 - April 2001
Skills
Financial Services, Fixed Income, Relationship Management, Account Reconciliation, Bloomberg, Back Office, Series 7
Education
University of Massachusetts Dartmouth 1992 — 1996
Bachelor of Arts, Finance
Harrison Davis's Baystate Financial Services Experience June 2011 - August 2011
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2014 - Present
Davis Landscaping May 2013 - September 2013
UBS Wealth Management January 2013 - May 2013
Olympia Moving & Storage May 2012 - September 2012
City Sports September 2010 - January 2012
Baystate Financial Services June 2011 - August 2011
Tuna Striker Pub May 2010 - August 2011
Skills
Customer Service, Microsoft Office, Social Media, Research, Microsoft Excel, PowerPoint, Financial Analysis, Market Research, Finance, Sales, Analysis, Management, CRM, Investments, Marketing, Time Management, Leadership, Teamwork, Data Analysis, New Business Development, Microsoft Word
Education
The Catholic University of America 2009 — 2013
BSBA Finance, Finance, General, 3.5
Central Catholic 2005 — 2009
High School Diploma, College Prep
Morgan Stanley Wealth Management July 2014 - Present
Davis Landscaping May 2013 - September 2013
UBS Wealth Management January 2013 - May 2013
Olympia Moving & Storage May 2012 - September 2012
City Sports September 2010 - January 2012
Baystate Financial Services June 2011 - August 2011
Tuna Striker Pub May 2010 - August 2011
Skills
Customer Service, Microsoft Office, Social Media, Research, Microsoft Excel, PowerPoint, Financial Analysis, Market Research, Finance, Sales, Analysis, Management, CRM, Investments, Marketing, Time Management, Leadership, Teamwork, Data Analysis, New Business Development, Microsoft Word
Education
The Catholic University of America 2009 — 2013
BSBA Finance, Finance, General, 3.5
Central Catholic 2005 — 2009
High School Diploma, College Prep
Andreea Droba Andreea Droba's Baystate Financial Services Experience 1985 - 1989
Job Director of Insurance at Investors Marketing Services
Industry Insurance
Experience
Investors Marketing Services November 2007 - Present
Dental Care Associates July 2005 - November 2007
Filene's Basement 1989 - 2003
CGU Insurance 1999 - 2001
Bloom Baker 1995 - 1999
Baystate Financial Services 1985 - 1989
Skills
Long-term Care, Insurance, Underwriting, Investments, Estate Planning, Fixed Annuities, Marketing Strategy, Retirement, Asset Allocation, Marketing, Portfolio Management, Captives, Retirement Planning, Process Improvement, Strategic Financial..., Employee Benefits, Business Development, Asset Managment, Financial Services, Series 65, Business Process, Disability Insurance, Retirement Savings, Financial Analysis, Long Term Care Insurance, Marketing Communications, Brokers, Sales Management, Customer Service, Risk Management, Wealth Management, Strategic Planning, Mutual Funds, Variable Annuities, Microsoft Office, Series 7, Investment Advisory, Health Insurance, Series 6, Public Speaking, Series 63, Life Insurance, Term Life Insurance, Sales, Premium Financing, Banking, Risk Financing, Financial Planning, Universal Life, Financial Advisory
Education
University of Phoenix
Investors Marketing Services November 2007 - Present
Dental Care Associates July 2005 - November 2007
Filene's Basement 1989 - 2003
CGU Insurance 1999 - 2001
Bloom Baker 1995 - 1999
Baystate Financial Services 1985 - 1989
Skills
Long-term Care, Insurance, Underwriting, Investments, Estate Planning, Fixed Annuities, Marketing Strategy, Retirement, Asset Allocation, Marketing, Portfolio Management, Captives, Retirement Planning, Process Improvement, Strategic Financial..., Employee Benefits, Business Development, Asset Managment, Financial Services, Series 65, Business Process, Disability Insurance, Retirement Savings, Financial Analysis, Long Term Care Insurance, Marketing Communications, Brokers, Sales Management, Customer Service, Risk Management, Wealth Management, Strategic Planning, Mutual Funds, Variable Annuities, Microsoft Office, Series 7, Investment Advisory, Health Insurance, Series 6, Public Speaking, Series 63, Life Insurance, Term Life Insurance, Sales, Premium Financing, Banking, Risk Financing, Financial Planning, Universal Life, Financial Advisory
Education
University of Phoenix
Jordan Fine Jordan Fine's Baystate Financial Services Experience May 2011 - September 2011
Job Northeast Territory Manager; Software Defined Storage Division
Industry Information Technology and Services
Experience
EMC March 2015 - Present
EMC January 2014 - March 2015
EMC August 2013 - December 2013
Boston Capital January 2013 - June 2013
State Street Global Advisors January 2012 - May 2012
Baystate Financial Services May 2011 - September 2011
CAM HVAC May 2010 - September 2010
Superior Plumbing Inc May 2007 - September 2009
Skills
Cloud Computing, Sales, Business Development, Microsoft Excel, Salesforce.com, Microsoft Word, PowerPoint, Sales Process, Microsoft Office, Bloomberg, Leadership, Morningstar, Information Technology, Solution Selling, SaaS, Photoshop, Word, Cold Calling, Management, Excel, IT Management, Sales Operations, Lead Generation, Sales Prospecting, Customer Service, Factset, Series 63, Training, Enterprise Software, Strategy, Sales Presentations, Channel Partners, Go-to-market Strategy
Education
Dexter School
St. Sebastians
Stonehill College
Bachelor of Science in Business Administration, Finance and Economics
EMC March 2015 - Present
EMC January 2014 - March 2015
EMC August 2013 - December 2013
Boston Capital January 2013 - June 2013
State Street Global Advisors January 2012 - May 2012
Baystate Financial Services May 2011 - September 2011
CAM HVAC May 2010 - September 2010
Superior Plumbing Inc May 2007 - September 2009
Skills
Cloud Computing, Sales, Business Development, Microsoft Excel, Salesforce.com, Microsoft Word, PowerPoint, Sales Process, Microsoft Office, Bloomberg, Leadership, Morningstar, Information Technology, Solution Selling, SaaS, Photoshop, Word, Cold Calling, Management, Excel, IT Management, Sales Operations, Lead Generation, Sales Prospecting, Customer Service, Factset, Series 63, Training, Enterprise Software, Strategy, Sales Presentations, Channel Partners, Go-to-market Strategy
Education
Dexter School
St. Sebastians
Stonehill College
Bachelor of Science in Business Administration, Finance and Economics
Kaitlyn Clark Kaitlyn Clark's Baystate Financial Services Experience May 2012 - August 2012
Job Health & Benefits Consulting Analyst at Mercer
Industry Hospital & Health Care
Experience
Mercer June 2014 - Present
Woodrow Wilson Middle School September 2010 - December 2014
EMC June 2013 - May 2014
Morgan Stanley June 2013 - August 2013
goSprout December 2012 - August 2013
Nike Junior Tennis Camp June 2009 - September 2012
Baystate Financial Services May 2012 - August 2012
Skills
Social Media, Microsoft Office, PowerPoint, Morningstar, SmartOffice, Teamwork, Customer Service, Leadership, Communication Skills, Writing, Sales, Social Networking, Microsoft Excel
Education
Wesleyan University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Universidad Carlos III de Madrid 2012 — 2012
Nashoba Regional High School 2006 — 2010
Mercer June 2014 - Present
Woodrow Wilson Middle School September 2010 - December 2014
EMC June 2013 - May 2014
Morgan Stanley June 2013 - August 2013
goSprout December 2012 - August 2013
Nike Junior Tennis Camp June 2009 - September 2012
Baystate Financial Services May 2012 - August 2012
Skills
Social Media, Microsoft Office, PowerPoint, Morningstar, SmartOffice, Teamwork, Customer Service, Leadership, Communication Skills, Writing, Sales, Social Networking, Microsoft Excel
Education
Wesleyan University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Universidad Carlos III de Madrid 2012 — 2012
Nashoba Regional High School 2006 — 2010
Carl Kaliszewski Carl Kaliszewski's Baystate Financial Services Experience August 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Baystate Financial Services August 2013 - Present
Navigator Financial Services September 2002 - August 2013
Gift of Life New England (GOLNE) 2010 - 2011
Rotary International July 2004 - June 2005
Skills
401(k) rollovers,..., Securities, Retirement Planning, Retirement, Investments, Fixed Annuities, Wealth Management, IRAs, 401k, Estate Planning, Investment Advisory, Life Insurance, Disability Insurance, Strategic Planning, Small Business, Financial Planning, Public Speaking, Mutual Funds, Finance, Leadership
Education
UMASS Amherst 1971 — 1975
BBA, Marketing
University of Massachusetts, Amherst 1971 — 1975
Bachelor of Business Administration (BBA), Marketing
Baystate Financial Services August 2013 - Present
Navigator Financial Services September 2002 - August 2013
Gift of Life New England (GOLNE) 2010 - 2011
Rotary International July 2004 - June 2005
Skills
401(k) rollovers,..., Securities, Retirement Planning, Retirement, Investments, Fixed Annuities, Wealth Management, IRAs, 401k, Estate Planning, Investment Advisory, Life Insurance, Disability Insurance, Strategic Planning, Small Business, Financial Planning, Public Speaking, Mutual Funds, Finance, Leadership
Education
UMASS Amherst 1971 — 1975
BBA, Marketing
University of Massachusetts, Amherst 1971 — 1975
Bachelor of Business Administration (BBA), Marketing
Joe Latona's Baystate Financial Services Experience August 2011 - October 2013
Job President at Goldfinch Financial
Industry Financial Services
Experience
Goldfinch Financial November 2013 - Present
United Healthcare Medicare Solutions 2010 - 2014
United Healthcare Medicare Solutions 2010 - 2014
Baystate Financial Services August 2011 - October 2013
Boston Partners Financial Group July 2005 - September 2011
Skills
Securities, Financial Planners, Analysis, Project Planning, Finance, Investments, Series 63, Strategic Partnerships, Risk Management, Insurance, Strategic Financial..., Investment Strategies, Strategy, Retirement Planning, FINRA, Mutual Funds, Small Business, Tax
Education
Saint Anselm College 2001 — 2005
Bachelor of Arts (BA), Theology
Goldfinch Financial November 2013 - Present
United Healthcare Medicare Solutions 2010 - 2014
United Healthcare Medicare Solutions 2010 - 2014
Baystate Financial Services August 2011 - October 2013
Boston Partners Financial Group July 2005 - September 2011
Skills
Securities, Financial Planners, Analysis, Project Planning, Finance, Investments, Series 63, Strategic Partnerships, Risk Management, Insurance, Strategic Financial..., Investment Strategies, Strategy, Retirement Planning, FINRA, Mutual Funds, Small Business, Tax
Education
Saint Anselm College 2001 — 2005
Bachelor of Arts (BA), Theology
Goda Sekmokaite's Baystate Financial Services Experience September 2006 - January 2007
Job Staff Auditor at Harvard University
Industry Higher Education
Experience
Harvard University July 2013 - Present
Harvard University October 2011 - July 2013
Boston Financial Data Services July 2010 - October 2011
Boston Financial Data Services October 2008 - July 2010
Pioneer Investments June 2007 - October 2008
Harvard Medical School October 2004 - June 2007
Baystate Financial Services September 2006 - January 2007
Skills
Microsoft Office, Customer Service, Problem Solving, Data Analysis, Financial Analysis, Writing, Leadership, Outlook
Education
Simmons College 2003 — 2007
BA, Finance, Spanish
Harvard University July 2013 - Present
Harvard University October 2011 - July 2013
Boston Financial Data Services July 2010 - October 2011
Boston Financial Data Services October 2008 - July 2010
Pioneer Investments June 2007 - October 2008
Harvard Medical School October 2004 - June 2007
Baystate Financial Services September 2006 - January 2007
Skills
Microsoft Office, Customer Service, Problem Solving, Data Analysis, Financial Analysis, Writing, Leadership, Outlook
Education
Simmons College 2003 — 2007
BA, Finance, Spanish
Joel Kapelson's Baystate Financial Services Experience March 2009 - November 2011
Job Financial Representative at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group December 2011 - Present
Baystate Financial Services March 2009 - November 2011
KAPS MENSWEAR May 1984 - March 2009
Skills
Retirement Planning, Estate Planning, Retirement, Investments, Wealth Management, Long Term Care Insurance, Mutual Funds, Fixed Annuities, Strategic Financial..., Sales, Disability Insurance, Securities, Long-term Care, Life Insurance, Finance, Marketing, 401k, IRAs, Financial Planning
Education
St. Lawrence University 1980 — 1984
BA
MassMutual Financial Group December 2011 - Present
Baystate Financial Services March 2009 - November 2011
KAPS MENSWEAR May 1984 - March 2009
Skills
Retirement Planning, Estate Planning, Retirement, Investments, Wealth Management, Long Term Care Insurance, Mutual Funds, Fixed Annuities, Strategic Financial..., Sales, Disability Insurance, Securities, Long-term Care, Life Insurance, Finance, Marketing, 401k, IRAs, Financial Planning
Education
St. Lawrence University 1980 — 1984
BA
Jennifer Shea's Baystate Financial Services Experience May 2012 - Present
Job Estate and Business Planning Specialist at Baystate Financial Services
Industry Financial Services
Experience
Baystate Financial Services May 2012 - Present
Merrill Lynch October 2005 - April 2012
Taylor, Ganson & Perrin, LLP May 2003 - October 2005
Skills
Estate Planning, Retirement Planning, Retirement, Series 7, Strategic Financial..., Investments, Wealth Management, Series 63, Trust Services
Education
Syracuse University - Martin J. Whitman School of Management 1998 — 2001
Master of Business Administration (M.B.A.)
Syracuse University College of Law 1997 — 2001
Doctor of Law (J.D.), Law
Pennsylvania State University 1992 — 1996
Bachelor of Science (B.S.), Psychology
Baystate Financial Services May 2012 - Present
Merrill Lynch October 2005 - April 2012
Taylor, Ganson & Perrin, LLP May 2003 - October 2005
Skills
Estate Planning, Retirement Planning, Retirement, Series 7, Strategic Financial..., Investments, Wealth Management, Series 63, Trust Services
Education
Syracuse University - Martin J. Whitman School of Management 1998 — 2001
Master of Business Administration (M.B.A.)
Syracuse University College of Law 1997 — 2001
Doctor of Law (J.D.), Law
Pennsylvania State University 1992 — 1996
Bachelor of Science (B.S.), Psychology
Diana Marshall's Baystate Financial Services Experience September 2004 - March 2005
Job Searching on Cape Cod MA
Industry Defense & Space
Experience
Stay at home February 2011 - Present
NORTHROP GRUMMAN CORPORATION, Bethpage, NY December 2008 - February 2011
SI International January 2007 - July 2008
Dennis Yarmouth Regional School District August 2003 - June 2006
Baystate Financial Services September 2004 - March 2005
Skills
Effective Communication..., Ability to create and..., Highly Skilled in..., Well Organized, can..., Familiar with..., Program Management, Microsoft Excel, Teaching, Databases, Business Strategy, Six Sigma, Negotiation, Microsoft Office, Leadership, Public Speaking, Staff Development, Event Planning, HTML, Data Analysis, Strategic Planning, Customer Service, Community Outreach, Management, Project Management, Time Management, Team Building, Event Management, Public Relations, DoD, Social Media, Microsoft Word, Sales, Software Development, Marketing, Risk Management, Leadership Development, Team Leadership, Social Networking, Database Administration, Integration, Requirements Analysis, Inventory Management, Proposal Writing, Security Clearance, Statistics, Technical Writing, Administration, Proofreading, Networking, Data Entry
Education
Sweet Briar College 2000 — 2004
BS, Mathematical Sciences
Watertown High School 1997 — 2000
High School Diploma, General Studies, 12
Stay at home February 2011 - Present
NORTHROP GRUMMAN CORPORATION, Bethpage, NY December 2008 - February 2011
SI International January 2007 - July 2008
Dennis Yarmouth Regional School District August 2003 - June 2006
Baystate Financial Services September 2004 - March 2005
Skills
Effective Communication..., Ability to create and..., Highly Skilled in..., Well Organized, can..., Familiar with..., Program Management, Microsoft Excel, Teaching, Databases, Business Strategy, Six Sigma, Negotiation, Microsoft Office, Leadership, Public Speaking, Staff Development, Event Planning, HTML, Data Analysis, Strategic Planning, Customer Service, Community Outreach, Management, Project Management, Time Management, Team Building, Event Management, Public Relations, DoD, Social Media, Microsoft Word, Sales, Software Development, Marketing, Risk Management, Leadership Development, Team Leadership, Social Networking, Database Administration, Integration, Requirements Analysis, Inventory Management, Proposal Writing, Security Clearance, Statistics, Technical Writing, Administration, Proofreading, Networking, Data Entry
Education
Sweet Briar College 2000 — 2004
BS, Mathematical Sciences
Watertown High School 1997 — 2000
High School Diploma, General Studies, 12
Jen LaFrance's Baystate Financial Services Experience January 2000 - Present
Job Financial Representative at Baystate Financial Services
Industry Financial Services
Experience
Baystate Financial Services January 2000 - Present
Skills
Wealth Management, Sales Management, Estate Planning, Insurance, Long-term Care, Wealth, Securities, Health Insurance
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Science (B.S.), Communication and Media Studies
Baystate Financial Services January 2000 - Present
Skills
Wealth Management, Sales Management, Estate Planning, Insurance, Long-term Care, Wealth, Securities, Health Insurance
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Science (B.S.), Communication and Media Studies
Stephen Belanger's Baystate Financial Services Experience May 2009 - July 2009
Job Analyst at Technology Business Research
Industry Market Research
Experience
Technology Business Research February 2015 - Present
Technology Business Research February 2013 - February 2015
Technology Business Research Inc. January 2012 - February 2013
The Home Depot May 2010 - August 2011
Baystate Financial Services May 2009 - July 2009
Skills
Microsoft Excel, Microsoft Word, Financial Modeling, Technical Writing, Market Research, Writing, Research, Financial Analysis, Business Strategy, Qualitative Research, Quantitative Research, Financial Statement...
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Exeter High School 2006 — 2009
Technology Business Research February 2015 - Present
Technology Business Research February 2013 - February 2015
Technology Business Research Inc. January 2012 - February 2013
The Home Depot May 2010 - August 2011
Baystate Financial Services May 2009 - July 2009
Skills
Microsoft Excel, Microsoft Word, Financial Modeling, Technical Writing, Market Research, Writing, Research, Financial Analysis, Business Strategy, Qualitative Research, Quantitative Research, Financial Statement...
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Exeter High School 2006 — 2009
Nicole Robitaille's Baystate Financial Services Experience March 2012 - December 2012
Job Account Manager, Employee Benefits at Clark Insurance
Industry Insurance
Experience
Clark Insurance May 2015 - Present
Clark Insurance May 2014 - May 2015
Martin's Point Health Care February 2013 - April 2014
Baystate Financial Services March 2012 - December 2012
Allstate Insurance Agency October 2011 - February 2012
Kelly Services June 2007 - October 2011
Skills
Event Planning, Employee Benefits, PowerPoint, Outlook, Microsoft Office, Microsoft Excel, Research, Microsoft Word, Customer Service, Leadership
Education
Smith College 2007 — 2011
Bachelor of Arts (B.A.), American Studies
Gorham High School 2003 — 2007
Clark Insurance May 2015 - Present
Clark Insurance May 2014 - May 2015
Martin's Point Health Care February 2013 - April 2014
Baystate Financial Services March 2012 - December 2012
Allstate Insurance Agency October 2011 - February 2012
Kelly Services June 2007 - October 2011
Skills
Event Planning, Employee Benefits, PowerPoint, Outlook, Microsoft Office, Microsoft Excel, Research, Microsoft Word, Customer Service, Leadership
Education
Smith College 2007 — 2011
Bachelor of Arts (B.A.), American Studies
Gorham High School 2003 — 2007
Andrew Sale's Baystate Financial Services Experience July 2012 - Present
Job Financial Representative at Baystate Financial Services
Industry Financial Services
Experience
Baystate Financial Services July 2012 - Present
New England Financial November 2007 - August 2009
Education
UMass Lowell 2006 — 2011
Bachelor of Arts (B.A.), Finance, General
Nashoba Regional High School 2001 — 2005
Baystate Financial Services July 2012 - Present
New England Financial November 2007 - August 2009
Education
UMass Lowell 2006 — 2011
Bachelor of Arts (B.A.), Finance, General
Nashoba Regional High School 2001 — 2005
Jonathan Tobias's Baystate Financial Services Experience October 2007 - December 2008
Job Site Coordinator at Baystate Financial
Industry Financial Services
Experience
Baystate Financial March 2014 - Present
Santander Bank, N.A. November 2013 - March 2014
PNC October 2010 - February 2013
The Smith Companies, LTD January 2009 - August 2010
Baystate Financial Services October 2007 - December 2008
MassMutual Financial Group September 2006 - October 2007
Skills
Credit, Loans, Banking, Life Insurance, Portfolio Management, Financial Analysis, Investments, Retirement Planning, Wealth Management, Mutual Funds, Series 6, Series 63, Series 65, Life & Health Insurance...
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor's degree, Economics
Baystate Financial March 2014 - Present
Santander Bank, N.A. November 2013 - March 2014
PNC October 2010 - February 2013
The Smith Companies, LTD January 2009 - August 2010
Baystate Financial Services October 2007 - December 2008
MassMutual Financial Group September 2006 - October 2007
Skills
Credit, Loans, Banking, Life Insurance, Portfolio Management, Financial Analysis, Investments, Retirement Planning, Wealth Management, Mutual Funds, Series 6, Series 63, Series 65, Life & Health Insurance...
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor's degree, Economics