BridgePoint Group, LLC

Industry: Company

Description

Founded: 2010 Parent organization: Tata Consultancy Services

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BridgePoint Group, LLC Employees

Employee
Years
Job
Industry
Barbara March Barbara March Daytona Beach, Florida Area Details
Barbara March's BridgePoint Group, LLC Experience March 2010 - Present
Job CEO of BridgePoint Group, LLC
Industry Financial Services
Experience
BridgePoint Group, LLC   March 2010 - Present
Fidelity Investments  2007 - June 2010
ING  2005 - 2007
AMVESCAP  1997 - 2005
Putnam Investments  1994 - 1997
T Rowe Price  1991 - 1994
LoBue Associates  1980 - 1991

Skills
401k, Mutual Funds, Insurance, Wealth Management, Retirement, Financial Services, Business Transformation, Banking, Investments, Mergers & Acquisitions, Retirement Planning, Asset Management, Alternative Investments, Management Consulting, Strategy, Management, Series 63, Leadership, Risk Management, Series 7, Finance, Business Analysis, Investment Management, Investment Strategies, Hedge Funds, Operations Management, Pensions, Investment Advisory, Asset Allocation, Relationship Management, Securities, Vendor Management, Portfolio Management

Education
Columbia University - Columbia Business School   1989 — 1990
Master of Business Administration (MBA), Business Administration and Management, General

Paula Zilka Colbert Paula Zilka Colbert United States Details
Paula Zilka Colbert's BridgePoint Group, LLC Experience September 2011 - December 2013
Job Board Member, Advisor, CFO
Industry Management Consulting
Experience
Manhattanville College  January 2012 - Present
AppSolute Innovations, Inc   June 2014 - September 2015
PZC Consulting Inc.   August 2000 - September 2015
BridgePoint Group, LLC   September 2011 - December 2013
TruSage International, Inc.   July 2010 - October 2011
NexGen Advisors, LLC   August 2000 - December 2009
GE Power & Water  May 1997 - June 1998
GE  April 1996 - April 1997
GE  July 1995 - March 1996
GE Power & Water  June 1994 - July 1995

Skills
Business Process..., Business Strategy, Finance, Operations Excellence, Continuous Improvement, Lean Manufacturing and..., Six Sigma, Project Management, Team Leadership, Operational Excellence, Business Process..., Change Management, Start-ups, Leadership, CRM, Business Transformation, Management, Competitive Analysis, Strategic Planning, Coaching, Risk Management, Management Consulting, Cross-functional Team..., Strategy, Consulting

Education
Manhattanville College   1983 — 1987
Bachelor of Arts (B.A.), Major - Computer Science and Mathematics; Minor - Dance

Six Sigma Management Institute   1996 — 1997
Certification, Six Sigma Master Black Belt

Atmosphere Fitness, LLC
Teacher Certification - Level One and Two, Lyra / Aerial Hoop

Jody Meth Jody Meth Greater New York City Area Details
Jody Meth's BridgePoint Group, LLC Experience January 2012 - Present
Job Practice Director at BridgePoint Group, LLC
Industry Financial Services
Experience
BridgePoint Group, LLC   January 2012 - Present
Savvy Ladies   2011 - Present
Harvard Kennedy School of Government  July 2010 - May 2011
Women's Leadership Fund   February 2010 - July 2010
Fidelity Investments  July 2006 - August 2009
JPMorgan Chase  October 1999 - July 2006
Bankers Trust Company  1986 - 1999
Federal Reserve Bank of New York  July 1980 - May 1986

Skills
CRM, Strategy, Organizational..., Leadership, Product Management, Program Management, Strategic Planning, Competitive Analysis, Securities, Management, Business Strategy, Change Management, Risk Management, Banking, Finance, Financial Services, Portfolio Management

Education
Harvard University, John F. Kennedy School of Government   2010 — 2011
MC-MPA, Public Administration

New York University - Leonard N. Stern School of Business   1982 — 1986
MBA, Finance

Mount Holyoke College   1976 — 1980
BA, Politics

Janet Marconi Janet Marconi Greater Boston Area Details
Janet Marconi's BridgePoint Group, LLC Experience January 2012 - September 2013
Job Assistant Vice President, Product Management
Industry Financial Services
Experience
John Hancock Financial Services  October 2013 - Present
BridgePoint Group, LLC   January 2012 - September 2013
Mercer (formerly Putnam Investments)   June 2006 - December 2011
Mercer (formerly Putnam Investments)   March 2001 - June 2006
Putnam Investments  March 2000 - March 2001
Putnam Investments  April 1994 - March 2000
State Street Bank  December 1990 - April 1994
The Shareholder Services Group (formerly The Boston Company)   August 1987 - December 1990
GTE Shareholder Services   April 1983 - August 1987

Skills
Employee Benefits, Benefits Administration, Executive Pay, 401k, Defined Contribution, Relationship Management, Defined Benefit, ERISA, Leadership, Management, Outsourcing, Investments, Program Management, Retirement, Financial Services, Project Management, Performance Management, Cross-functional Team..., Human Resources, Pensions

Education
Stonehill College   1978 — 1982
Bachelor of Science, Business Administration, Human Resource Management

Andy Weigl Andy Weigl Greater Boston Area Details
Andy Weigl's BridgePoint Group, LLC Experience 2011 - 2015
Job Product Management, Marketing and Customer Experience Strategy; Photographer
Industry Financial Services
Experience
Weigl Photography   January 2014 - Present
Weigl Experience Solutions, LLC   2013 - Present
Pakachoag Music School of Greater Worcester   2010 - Present
BridgePoint Group, LLC   2011 - 2015
Weigl Associates   2009 - 2010
Fidelity Investments  1995 - 2009
Motorola  1992 - 1995
Digital Equipment Corporation  1981 - 1992
IBM  1979 - 1980

Skills
Product Management, Strategy, Customer Experience, Segmentation, CRM, Cross-functional Team..., Experience Design, Financial Services, Process Improvement, Business Analysis, Program Management, Marketing, Business Process, Event Photography, Defined Contribution, Management, Six Sigma, Product Marketing, SDLC

Education
Cornell University - Johnson Graduate School of Management   1980 — 1981
MBA

Cornell University   1977 — 1979
BSc

McGill University   1975 — 1977

Idina Holden Idina Holden Greater Boston Area Details
Idina Holden's BridgePoint Group, LLC Experience 2011 - Present
Job Leader in Benefits Outsourcing
Industry Outsourcing/Offshoring
Experience
BridgePoint Group, LLC   2011 - Present
Academy of Science and Design   September 2010 - August 2013
Fidelity Investments  January 2008 - September 2010
Fidelity Investments  March 2007 - January 2008
Fidelity Investments  2005 - 2007
Fidelity Investments  2003 - 2005
Fidelity Investments  2001 - 2003
Barclays Global Investors  1994 - 2000

Skills
Program Management, Process Improvement, Six Sigma, Health & Welfare..., Benefits Administration, Defined Contribution, New Client..., Operations Management, Management Consulting, Project Management, Employee Benefits, Vendor Management, Change Management, Leadership, Organizational...

Education
Princeton University   1986 — 1990
BA, Philosophy

St. Mark's School

Susan Melia Susan Melia Greater Boston Area Details
Susan Melia's BridgePoint Group, LLC Experience 2013 - Present
Job Consultant at BridgePoint Group, LLC
Industry Financial Services
Experience
BridgePoint Group, LLC   2013 - Present
Fidelity Investments  2011 - 2012
Fidelity Investments  2007 - 2010
Fidelity Investments  2006 - 2007
Fidelity Investments  2005 - 2005
Mercer  2005 - 2005
Putnam Investments  2002 - 2005
Putnam Investments  1999 - 2001
Putnam Investments  1997 - 1999
Putnam Investments  1994 - 1997

Skills
Mutual Funds, Retirement, Investments, Series 63, 401k, Financial Services, CRM, Management, Series 7, Retirement Planning, Relationship Management

Education
University of San Diego
Bachelor of Arts, Communications & Business

Nikki Prevatte Nikki Prevatte Orange County, California Area Details
Nikki Prevatte's BridgePoint Group, LLC Experience March 2011 - February 2013
Job Sales Specialist at Konan Medical USA
Industry International Trade and Development
Experience
Konan Medical USA  January 2014 - Present
Blackbaud  August 2013 - December 2013
BridgePoint Group, LLC   March 2011 - February 2013
The Sports Club/LA  January 2010 - January 2011
Costa Rica Rainforest Outward Bound School  January 2009 - January 2010

Skills
Strategic Planning, Customer Service, Financial Services, Leadership Development, Marketing Strategy, Competitive Analysis, Customer Experience, Operations Management, Performance Management, Product Management, Corporations, Public Speaking, Spanish, Sales, Nonprofits

Education
University of Miami   2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Management and Organization

Flagler Palm Coast High School

Bebe Wilkinson, CFP®, CPA, CIMA® Bebe Wilkinson, CFP®, CPA, CIMA® United States Details
Bebe Wilkinson, CFP®, CPA, CIMA®'s BridgePoint Group, LLC Experience April 2013 - August 2014
Job Head of Product MetLife BrokerDealer Group at MetLife
Industry Financial Services
Experience
MetLife  August 2014 - Present
BridgePoint Group, LLC   April 2013 - August 2014
ING U.S.   December 2009 - December 2012
ING U.S.   January 2000 - December 2009
ING U.S.   January 1997 - December 1999
Bankers Trust Company - Private Bank   December 1993 - December 1996
CIGNA  1993 - December 1993
United Pacific Life Insurance Company   1988 - 1992

Skills
Mutual Funds, Wealth Management, Investments, Financial Services, Strategic Financial..., Insurance, Retirement Planning, Asset Management, Retirement, Securities, Investment Strategies, Investment Management, Relationship Management, Financial Analysis, Asset Managment, Risk Management, Financial Advisory, Strategy, Finance, Banking, Investment Advisory, Product Marketing, Product Development, Product Management, Global Client Management, Annuities, Defined Contribution, Life Insurance, ETFs, Fixed Annuities, Management Consulting, Business Strategy, Leadership, Asset Allocation, Management, Series 63, Financial Modeling, Financial Planning

Education
North Carolina State University
(B.A.), Accounting, High Honors

Jason LaChapelle Jason LaChapelle Greater Los Angeles Area Details
Jason LaChapelle's BridgePoint Group, LLC Experience July 2010 - December 2012
Job Vice President, Process Management at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  March 2015 - Present
Prudential Financial  May 2013 - March 2015
Prudential Financial  January 2013 - May 2013
BridgePoint Group, LLC   July 2010 - December 2012
BD Consulting Group  October 2008 - December 2012
ING  January 2007 - October 2008
ING  February 2006 - January 2007
ING  July 2004 - February 2006
ING  March 1999 - July 2004

Skills
Operations Management, Strategic Planning, Business Process..., Call Center, Project Management, Process Improvement, Process Engineering, Process Management, Process Control, Customer Experience, Customer Analysis, Customer Service, Relationship Management, Call Centers, Team Building, Management, Visio, Financial Risk, SharePoint, Competitive Analysis, CRM, Strategy, Financial Services, Leadership, Change Management, Business Analysis

Education
University of Phoenix   2007 — 2010
Bachelor of Science in Business, Management

Western Connecticut State University   1994 — 1999

Declan O'Beirne Declan O'Beirne Tampa/St. Petersburg, Florida Area Details
Declan O'Beirne's BridgePoint Group, LLC Experience June 2015 - Present
Job Senior Consultant at BridgePoint Group, LLC
Industry Financial Services
Experience
BridgePoint Group, LLC   June 2015 - Present
AIG Financial Network  February 2014 - February 2015
John Hancock Financial Network  2008 - 2013
GunnAllen Financial, Inc.   2005 - 2008
Sterne Agee  1995 - 2005
Secor Bank FSB/Regions Bank   1990 - 1995
Deloitte, Haskins & Sells   1983 - 1986

Skills
Mergers, Equities, Corporate Finance, Investments, Financial Analysis, Portfolio Management, Managerial Finance, Strategic Financial..., Investment Banking, Due Diligence, Capital Markets, Securities, Risk Management, Financial Modeling, Financial Reporting, Asset Managment, Financial Services, Executive Management, Accounting, Valuation, Brokerage, FINOP, Asset Management, Sarbanes-Oxley Act, Mutual Funds, Leadership, Strategic Planning, Mergers & Acquisitions, Private Equity, Series 7, Venture Capital, Insurance, Relationship Management, Wealth Management, Management, Financial Risk, Fixed Income, Banking, Analysis, Process Improvement, Cash Management, Hedge Funds, Financial Advisory, Alternative Investments, Investment Advisory, Derivatives, Treasury Management, Investment Management, Investor Relations, Financial Markets

Education
University of Alabama at Birmingham   1986 — 1990
Accounting, Business

Westland Row CBS   1978 — 1983

Jennifer Newman Jennifer Newman Aurora, Colorado Details
Jennifer Newman's BridgePoint Group, LLC Experience May 2010 - Present
Job
Industry Internet
Experience
BridgePoint Group, LLC   May 2010 - Present
Newman Creative and Consulting   2008 - September 2011
Tribridge Consulting   2006 - 2008
Imerica Life and Health Insurance Company   2003 - 2006
Sights Creative and Consulting   2003 - 2004
Cyberscapes Interactive, Inc   January 2001 - January 2003
Hydrogen Media  1997 - 2001

Skills
CRM, Email Marketing, SEO, Marketing Strategy, Product Management, Strategy, E-commerce, Lead Generation, Competitive Analysis, Management, Cross-functional Team..., Start-ups

Education
International Academy of Design
BA

University of Missouri-Columbia

Kim Bullock Kim Bullock Concord, Massachusetts Details
Kim Bullock's BridgePoint Group, LLC Experience October 2011 - April 2014
Job Director, Client Solutions at ProcessUnity, Inc.
Industry Information Services
Experience
ProcessUnity, Inc.   May 2014 - Present
Bullock's Nursing Service  April 2011 - Present
National Aging in Place Council - Boston Chapter   March 2012 - April 2014
BridgePoint Group, LLC   October 2011 - April 2014
New York Life Investment Management LLC  August 2009 - April 2011
Fidelity Investments  November 2006 - August 2009
Fidelity Investments  November 2004 - November 2006
Fidelity Investments  November 2002 - November 2004
Fidelity Investments  January 2000 - November 2002
Fidelity Investments  January 1999 - December 1999

Skills
Retirement, Strategy, CRM, Financial Services, Product Management, Relationship Management, Strategic Planning, 401k, Long-term Care, Program Management, Customer Service, Leadership, Elder Care, Series 7, Home Care, Microsoft Excel, Series 63, PowerPoint, Defined Contribution, Customer Relations, Process Engineering, 401k Rollovers, 403 b, Non-Qualified Deferred..., QuickBooks, Data Warehousing

Education
Babson College   1996 — 2000
MBA, eCommerce, MIS

Drew University   1988 — 1992
BA, Political Science, Russian Studies

Tabor Academy   1984 — 1988

Douglas L. White, PMP, SSBB, CSM Douglas L. White, PMP, SSBB, CSM Greater Boston Area Details
Douglas L. White, PMP, SSBB, CSM's BridgePoint Group, LLC Experience December 2013 - June 2014
Job Portfolio/Program Management Consultant, currently with Converse
Industry Management Consulting
Experience
Visionary Projects Group (VPG)   May 2009 - Present
Converse  December 2014 - Present
Harvard Business School  June 2014 - November 2014
BridgePoint Group, LLC   December 2013 - June 2014
Blue Cross Blue Shield of Massachusetts  October 2013 - December 2013
Alere, Inc.   April 2013 - September 2013
Covidien  March 2012 - May 2013
RBS Citizens Group  April 2011 - March 2012
Isban Consulting - Banco Santander   August 2010 - March 2011
RBS Citizens Group  August 2009 - August 2010

Skills
Project Portfolio..., Organizational Change, Business Process..., Program Management, Change Management, Organizational..., Process Engineering, SDLC, Project Delivery, Business Readiness, Engagement Management, Stakeholder Engagement, Senior Stakeholder..., Business Intelligence, Business Process, Business Analysis, Management, PMO, ITIL, Project Management, Leadership, Business Transformation, Project Planning, Management Consulting, Software Project..., Process Improvement, Vendor Management, Cross-functional Team..., Six Sigma, Requirements Analysis, PMP, Agile Methodologies, Business Process..., IT Strategy, Stakeholder Management, Resource Management, Business Requirements, Integration, Outsourcing, Business Process Design, Consulting, Governance, Risk Management, Performance Improvement, Business Process Mapping, Enterprise Software, Strategy, Scrum, Requirements Gathering

Education
Project Management Institute (PMI)   2005 — 2005
Certification, Project Management Professional (PMP)

Villanova University   2005 — 2005
Six Sigma Black Belt, Six Sigma, Quality

Rensselaer Polytechnic Institute   1996 — 1997
PhD (did not complete), Organizational Communications

Southern Illinois University, Carbondale   1994 — 1996
MA, Rhetoric & Communications

University of Massachusetts Lowell   1986 — 1992
BA, English - Writing & Literature

Jeana Eaves Jeana Eaves Kansas City, Missouri Area Details
Jeana Eaves's BridgePoint Group, LLC Experience April 2013 - Present
Job Consultant at BridgePoint Group, LLC
Industry Financial Services
Experience
BridgePoint Group, LLC   April 2013 - Present
J.P. Morgan   February 2012 - April 2013
J.P. Morgan   August 2010 - October 2012
J.P. Morgan   October 2002 - August 2010
J.P. Morgan   March 2000 - October 2002
UMB Bank  March 1998 - March 2000
UMB Bank  April 1994 - March 1998

Skills
Retirement, Process Engineering, Business Analysis, Customer Relations, Process Improvement, Strategic Planning, Customer Service, Change Management, Problem Solving, Microsoft Office, Business Process..., Business Optimization, Relationship Management, Management, Project Management, ERISA, Qualified Retirement..., Business Process..., Leadership, Mutual Funds, Cross-functional Team..., Financial Services, Operations Management, Risk Management, Retirement Planning

Education
University of Missouri-Kansas City

Cara Bass Cara Bass Jacksonville, Florida Area Details
Cara Bass's BridgePoint Group, LLC Experience January 2012 - July 2013
Job Product Director at TIAACREF
Industry Human Resources
Experience
TIAA-CREF  August 2013 - Present
BridgePoint Group, LLC   January 2012 - July 2013
Mercer  July 2008 - December 2011
Acosta Sales and Marketing  January 2007 - July 2008
Convergys  2003 - 2006
CitiStreet  1996 - 2003

Skills
Benefits, Benefits Administration, HRIS, Employee Benefits, Change Management, Customer Relations, Process Improvement, Compliance, Negotiation, Problem Solving, Customer Service, Analysis, HR Strategy, Leadership Development, Mentoring, Microsoft Office, Program Management, Healthcare, Vendor Relations, Public Speaking, Insurance, ERISA, Business Strategy, Administration, Vendor Management, Budgeting, Health, Team Leadership, HR Policies, 401k, Data Analysis, Retirement, Product Management, Performance Management, Personnel Management, Budgets, Business Planning, Employee Relations, Deferred Compensation, Executive Pay, Leadership, Software Documentation, Operations Management, Consulting

Education
Florida State University   1991 — 1995
Bachelor of Arts, International Affairs

Tammy Rausch Tammy Rausch Greater Boston Area Details
Tammy Rausch's BridgePoint Group, LLC Experience January 2012 - August 2012
Job Senior Consultant
Industry Financial Services
Experience
Cutter Associates  November 2012 - April 2013
BridgePoint Group, LLC   January 2012 - August 2012
Fidelity Investments  December 2008 - June 2010
Fidelity Investments  February 2006 - November 2008
Fidelity Investments  January 2004 - January 2006
Fidelity Investments  November 1997 - January 2004
STATE STREET BANK & TRUST  1987 - 1997

Skills
Customer Relations, Securities, Mutual Funds, Asset Management, Back Office, Client Service, Program Management, Operations Management, Strategic Planning, Settlement, Due Diligence, Process Improvement, Business Strategy, Financial Services, Financial Markets, Global Custody, Customer Service

Education
Boston College   1976 — 1980
BA, Economics, Psychology

Boston University Questrom School of Business
MBA, International Finance

Sarah Costello Sarah Costello Boston, Massachusetts Details
Sarah Costello's BridgePoint Group, LLC Experience January 2013 - May 2014
Job Senior Process Architect at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance  May 2014 - Present
BridgePoint Group, LLC   January 2013 - May 2014
Aon Hewitt  July 2011 - December 2012
Fidelity Investments  January 2007 - April 2011
Fidelity Investments  March 2004 - January 2007
Axcelis Technologies  September 1999 - January 2004
Axcelis Technologies  September 1999 - November 2000
GE  June 1985 - August 1999

Skills
Process Improvement, Onboarding, Financial Services, Cross-functional Team..., Operations Management, Six Sigma, Customer Satisfaction, Strategy, Program Management, Lean Manufacturing, Outsourcing, Management, Leadership, Business Process, Operational Excellence, Risk Management, Continuous Improvement, Forecasting

Education
GE MANAGEMENT DEVELOPMENT INSTITUTE   1985 — 2000

General Electric Financial Mgmt Program   1985 — 1987
FMP, Finance

The University of Connecticut   1981 — 1985
BS, Finance

Jean Jones Jean Jones Greater Boston Area Details
Jean Jones's BridgePoint Group, LLC Experience October 2011 - May 2012
Job Managing Director, TIAACREF
Industry Financial Services
Experience
TIAA-CREF  May 2012 - September 2015
BridgePoint Group, LLC   October 2011 - May 2012
Fidelity Investments  June 1994 - July 2007

Skills
401k, ERISA, Retirement, Financial Services, Leadership, Defined Benefit, Mutual Funds, Product Management, Strategy, Business Development, Business Integration, Business Process..., Staff Development, Management, Selling, Budgets

Education
Suffolk University   1974 — 1977
BS, English, minor in Computer Science

Yuisa Medina Yuisa Medina Hartford, Connecticut Area Details
Yuisa Medina's BridgePoint Group, LLC Experience September 2013 - Present
Job Consultant at BridgePoint Group, LLC
Industry Financial Services
Experience
BridgePoint Group, LLC   September 2013 - Present
BD Consulting Group  October 2012 - July 2013
BridgePoint Group, LLC   September 2011 - July 2012
ING  February 2009 - February 2010
ING  2008 - 2010
ING  2008 - 2010
ING  August 2008 - February 2009
ING  April 2006 - August 2008
ING  December 2003 - April 2006
ING  November 2000 - December 2003

Skills
Business Analysis, Project Management, Banking, Process Improvement, Customer Service, Consensus Building, Management, Team Leadership, Spanish, Relationship Management, Series 6, Series 63, Microsoft Office, Visio, MS Project, Team Management, Financial Services

Education
James Madison University   1996 — 2000
Bachelor of Arts (B.A.), International Relations and Affairs & Political Science

Manchester High School   1993 — 1996

Paul Johnston Paul Johnston Hartford, Connecticut Area Details
Paul Johnston's BridgePoint Group, LLC Experience August 2014 - Present
Job Consultant at BridgePoint Group, LLC
Industry Financial Services
Experience
BridgePoint Group, LLC   August 2014 - Present
Prudential Financial  April 2008 - May 2014
Prudential Financial  January 2009 - June 2010
Prudential Financial  March 2006 - April 2008
Fidelity Investments  January 2005 - March 2006
Fidelity Investments  November 2003 - January 2005
Fidelity Investments  May 2002 - November 2003
Fidelity Investments  October 2000 - January 2002
Healthcare Administrative Partners  August 1998 - October 2000

Skills
Process Improvement, Management, Financial Services, Employee Benefits, Relationship Management, Pensions, Business Analysis, Project Management, Retirement, Retirement Planning, Defined Benefit, Operations Management, Leadership, Six Sigma, 401k, Vendor Management, Risk Management, Call Centers, Change Management, Data Analysis, Business Requirements, Business Strategy, Organizational..., Capacity Planning, Management Consulting, Matrix Management, Forecasting, Continuous Improvement, Operational Excellence, CRM, Program Management, Analysis, Strategy, Tableau, KPI Dashboards, 403b, 457, Business Process..., Performance Management, SDLC, Business Planning, Financial Analysis, Cross-functional Team..., Customer Service

Education
Framingham State College   1996 — 2000
BA, Business

Nichols College   1995 — 1996
BA, Business

Kathleen Canning Kathleen Canning Greater Boston Area Details
Kathleen Canning's BridgePoint Group, LLC Experience September 2013 - Present
Job Senior Consultant at BridgePoint Group, LLC
Industry Financial Services
Experience
BridgePoint Group, LLC   September 2013 - Present
Fidelity Investments  October 2010 - August 2013
Fidelity Investments  2007 - 2010
Fidelity Investments  2005 - 2007
Fidelity Investments  1998 - 2005
PaineWebber  July 1997 - July 1998
Prudential Securities  February 1992 - July 1997

Skills
Leadership, Financial Services, Management, Finance, Mutual Funds, Securities, Risk Management, Analysis, Strategic Financial..., Financial Analysis, Equities, Financial Modeling, Budgets, Accounting, Business Analysis, Process Improvement, Project Management, Financial Planning

Education
Pace University   1990 — 1994
MBA, Accounting

New York University - Leonard N. Stern School of Business   1985 — 1988
BS, Marketing & Economics

Adam Hallet Adam Hallet Hartford, Connecticut Area Details
Adam Hallet's BridgePoint Group, LLC Experience March 2015 - Present
Job President at Hallet Enterprise
Industry Financial Services
Experience
Hallet Enterprise LLC   March 2015 - Present
BridgePoint Group, LLC   March 2015 - Present
Cigna  July 2013 - March 2015
The Linde Group  October 2012 - July 2013
The Hartford  November 2010 - October 2012
ING  June 2005 - November 2010
ING  June 2005 - July 2007
Bank of America  2003 - 2005
The Stanley Works  2001 - 2003
GE  1994 - 2001

Skills
Six Sigma, Operational Excellence, Process Improvement, Business Process..., Change Management, Black Belt, Lean Manufacturing, Team Building, Re-engineering, Strategy, Vendor Management, Leadership, Project Portfolio..., Process Engineering, Quality Management, Business Transformation, Cross-functional Team..., PMO, Risk Management, Business Process, Outsourcing, Program Management

Education
American International College   1989 — 1993

Shelli VanDeMark Kendig Shelli VanDeMark Kendig Greater Boston Area Details
Shelli VanDeMark Kendig's BridgePoint Group, LLC Experience February 2013 - Present
Job Practice Director at BridgePoint Group, LLC
Industry Financial Services
Experience
BridgePoint Group, LLC   February 2013 - Present
Avid Technology  June 2011 - December 2012
TIAA-CREF  July 2008 - May 2011
TIAA-CREF  July 2008 - April 2011
Fidelity Investments  1989 - 2007

Skills
Multi-channel Marketing, Marketing Communications, Digital Marketing, Segmentation, Market Analysis, Marketing Management, Email Marketing, Marketing Strategy, Integrated Marketing, Business Strategy, Product Marketing, Analytics, Competitive Analysis, Product Management, Strategic Partnerships, Strategy, CRM, Marketing, Leadership

Education
Cornell University   1984 — 1988
Bachelor of Science

Jeff Burnette, PMP Jeff Burnette, PMP Greater Atlanta Area Details
Jeff Burnette, PMP's BridgePoint Group, LLC Experience April 2012 - January 2014
Job Contractor, Client Services
Industry Financial Services
Experience
BridgePoint Group, LLC   April 2012 - January 2014
Woodburn LLC   October 2005 - 2011
Invesco Ltd.  May 2000 - September 2005
Invesco Ltd.  September 1998 - May 2000

Skills
Customer Relations, Software Project..., SDLC, Process Improvement, Process Development, Problem Solving, Business Analysis, New Business Development, Sales Management, Software Documentation, Project Management, Program Management, Operations Management, Business Requirements, Customer Service, Strategic Planning, Leadership, Management, Team Leadership

Education
High Point University
BS, Business Administration

Jessica Huggett Biddle Jessica Huggett Biddle Greater Boston Area Details
Jessica Huggett Biddle's BridgePoint Group, LLC Experience October 2013 - May 2014
Job Business Planning Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  May 2014 - Present
BridgePoint Group, LLC   October 2013 - May 2014
Fidelity Investments  March 2008 - April 2010
Fidelity Investments  January 2001 - March 2008
Fidelity Investments  1998 - 2001
Fidelity Investments  1995 - 1998

Skills
Marketing Strategy, Business Planning, Analysis, Project Management, Sales Process, Investments, Call Centers, Business Analysis, Strategy, Strategic Planning, Competitive Analysis, Product Management, Management, Business Strategy, 401k

Education
University of New Hampshire   1990 — 1994
BA, Political Science, International Affairs

Laura Lynn Morrissey Laura Lynn Morrissey Boston, Massachusetts Details
Laura Lynn Morrissey's BridgePoint Group, LLC Experience January 2014 - Present
Job Experienced Relationship Management and Business Development Executive
Industry Financial Services
Experience
BridgePoint Group, LLC   January 2014 - Present
Baked Nostalgia Boutique Bakeries LLC   January 2011 - Present

Skills
Organizational Change, Consultative Selling, Business Relationship..., Budget Management, Sales Force..., Employee Engagement, Executive Management, Business Strategy, Contract Negotiation, Regional Development, Product Marketing, Event Management, Retail Brokerage, Needs Analysis, Product Development, Client Services, Project Portfolio..., Institutional Clients, B2B services, Change Management, Financial Services, Budgets, New Business Development, Series 7, Leadership, Series 63, Product Management, Business Development, Institutional..., Sales Effectiveness, Selling, Strategy, Securities, B2B, Brokers, Risk Management, Trading, Training, Program Management, Mergers & Acquisitions, CRM, Management, Management Consulting, Strategic Planning, Relationship Management, Team Leadership, Sales

Education
University of Massachusetts, Amherst
Bachelor of Arts, Political Science

Le Cordon Bleu College of Culinary Arts-Boston
Baking and Pastry Arts/Baker/Pastry Chef

Joseph Olivier Joseph Olivier Greater Boston Area Details
Joseph Olivier's BridgePoint Group, LLC Experience May 2011 - Present
Job Consultant at BridgePoint Group, LLC
Industry Financial Services
Experience
BridgePoint Group, LLC   May 2011 - Present
ING  July 2008 - April 2011
CitiStreet  October 2001 - June 2008
Putnam Investments  1994 - 2001

Skills
Customer Service, Retirement, Mutual Funds, Banking, Financial Services, Pensions, Operations Management, Investments, Retirement Planning, 401k, Call Centers, Process Improvement, Microsoft Excel, Relationship Management, Business Analysis, Program Management, Securities, Project Management, Management, Series 63, Finance, Business Process..., Consulting

Education
Johnson & Wales University   1993 — 1995
Culinary Arts

Emmanuel College
Business Administration

Gene Rivituso Gene Rivituso Greater New York City Area Details
Gene Rivituso's BridgePoint Group, LLC Experience January 2013 - December 2013
Job Implementation Project Manger at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  December 2013 - Present
BridgePoint Group, LLC   January 2013 - December 2013
Ascensus  July 2010 - May 2012
ING  April 2006 - April 2009
CitiStreet Retirement Services  January 2004 - April 2006
CitiStreet Retirement Services  May 2000 - January 2004
Commerce Bank  August 1997 - May 2000

Skills
Mutual Funds, Retirement, Relationship Management, CRM, Financial Services, Leadership, Management, 401k, Six Sigma, Investments, Business Process..., Consulting, Interviews, Defined Contribution, Asset Allocation

Education
Kean University
B.A, Psychology

Shelly Nolfi Shelly Nolfi Greater Boston Area Details
Shelly Nolfi's BridgePoint Group, LLC Experience February 2012 - Present
Job Senior Director at Voya Financial
Industry Financial Services
Experience
Voya Financial  July 2015 - Present
BridgePoint Group, LLC   February 2012 - Present
Fidelity Investments  2004 - 2006
Fidelity Investments  1999 - 2004
Fidelity Investments  1998 - 1999
Fidelity Investments  1995 - 1998
Fidelity Investments  1993 - 1995
Fidelity Investments  1987 - 1993

Skills
Financial Services, Leadership, Marketing, Management

Education
Northeastern University
Masters of Business Adminstration

Bentley College
Bachelor of Science, Marketing Management

Carolyn Redden Carolyn Redden Greater Denver Area Details
Carolyn Redden's BridgePoint Group, LLC Experience December 2011 - February 2012
Job Head of Plan Sponsor Contracting
Industry Financial Services
Experience
Great-West Financial  October 2014 - Present
JP Morgan  October 2013 - October 2014
BridgePoint Group, LLC   December 2011 - February 2012
Fidelity Investments  March 1994 - March 2011

Skills
Employee Benefits, Mutual Funds, Compliance, Healthcare Management, Strategic Planning &..., Team Leadership, Cross-functional Team..., Strategic Planning, Budgets, Risk Management, Team Building, Contract Negotiation, Outsourcing, Analysis, Healthcare, Financial Services, Investments, Finance

Education
Bentley University   2013 — 2013
Master of Science in Financial Planning

Regis College Graduate School of Health Professions, Weston, MA   2012 — 2012
Graduate Certificate in Health Administration, Health/Health Care Administration/Management, GPA 4.0/4.0

Seton Hall University - W. Paul Stillman School of Business   1992 — 1994
MBA, Summa Cum Laude, Concentrations in Finance and International Business

Seton Hall University, B.S.
BS, Summa Cum Laude, Business Education and Accounting

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