ClientWise LLC
Industry: Company
DescriptionFounded: 2006 Parent organization: Northwestern Mutual
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ClientWise LLC Employees
Employee
Years
Job
Industry
Linda Manassee Buell, MCC Linda Manassee Buell, MCC's ClientWise LLC Experience 2010 - Present
Job Executive and Small Business Coaching
Industry Professional Training & Coaching
Experience
AMTIS, Inc. October 2010 - Present
ClientWise LLC 2010 - Present
Simplify Life March 1996 - Present
International Coach Federation 1996 - Present
International Coach Federation 2006 - 2013
Virtual Reality Self-Help Center, President and Founder 2002 - 2005
Custom Start Coaching 1997 - 1999
American Express Travel Related Services Company Inc. January 1979 - March 1996
Up With People July 1972 - December 1979
Skills
Stress Management, Change Management, Leadership Development, Personal Development, Small Business, 360 Degree Assessments, Executive Coaching, Team Building, Leadership, Training, 360 Feedback, Coaching, Business Coaching, Management, Executive Development, Workshop Facilitation, Program Management, Strategy, Management Development, Life Coaching, Organizational..., Career Development, Career Management
Education
Coach University 1996 — 1998
Graduate, Coach Skills Training
Regis University
Finance and Economics
University of Arizona
Finance and Economics
AMTIS, Inc. October 2010 - Present
ClientWise LLC 2010 - Present
Simplify Life March 1996 - Present
International Coach Federation 1996 - Present
International Coach Federation 2006 - 2013
Virtual Reality Self-Help Center, President and Founder 2002 - 2005
Custom Start Coaching 1997 - 1999
American Express Travel Related Services Company Inc. January 1979 - March 1996
Up With People July 1972 - December 1979
Skills
Stress Management, Change Management, Leadership Development, Personal Development, Small Business, 360 Degree Assessments, Executive Coaching, Team Building, Leadership, Training, 360 Feedback, Coaching, Business Coaching, Management, Executive Development, Workshop Facilitation, Program Management, Strategy, Management Development, Life Coaching, Organizational..., Career Development, Career Management
Education
Coach University 1996 — 1998
Graduate, Coach Skills Training
Regis University
Finance and Economics
University of Arizona
Finance and Economics
Dan McGouran / 1000+ Connections Dan McGouran / 1000+ Connections's ClientWise LLC Experience July 2008 - March 2009
Job Regional Vice President, Incapital Wealth Management Solutions covering Texas | Oklahoma | Louisiana
Industry Financial Services
Experience
Incapital Wealth Management Solutions December 2014 - Present
Stadion Money Management April 2014 - December 2014
Edward Jones January 2014 - March 2014
Advisors Asset Management, Inc. January 2013 - January 2014
Advisors Asset Management April 2009 - December 2012
ClientWise, LLC July 2008 - March 2009
MS Society - Greater North Jersey Chapter July 2007 - January 2009
Greater North Jersey MS Society January 2007 - January 2009
LPL Financial Services August 2007 - July 2008
AllianceBernstein 2000 - 2007
Skills
Retirement Planning, Fixed Income, Wealth Management, Financial Services, Series 7, Financial Advisory, Retirement, SMA, Unit Investment Trusts, Finance, ETFs, Investment Management, Strategy, Asset Allocation, Leadership, Securities, Relationship Management, Alternative Investments, Mutual Funds, Investments, Series 63, Investment Advisory
Education
Manhattan College 1998 — 2001
Bachelor's degree, Organizational Leadership
Paramus Catholic 1984 — 1986
Incapital Wealth Management Solutions December 2014 - Present
Stadion Money Management April 2014 - December 2014
Edward Jones January 2014 - March 2014
Advisors Asset Management, Inc. January 2013 - January 2014
Advisors Asset Management April 2009 - December 2012
ClientWise, LLC July 2008 - March 2009
MS Society - Greater North Jersey Chapter July 2007 - January 2009
Greater North Jersey MS Society January 2007 - January 2009
LPL Financial Services August 2007 - July 2008
AllianceBernstein 2000 - 2007
Skills
Retirement Planning, Fixed Income, Wealth Management, Financial Services, Series 7, Financial Advisory, Retirement, SMA, Unit Investment Trusts, Finance, ETFs, Investment Management, Strategy, Asset Allocation, Leadership, Securities, Relationship Management, Alternative Investments, Mutual Funds, Investments, Series 63, Investment Advisory
Education
Manhattan College 1998 — 2001
Bachelor's degree, Organizational Leadership
Paramus Catholic 1984 — 1986
Jonathan Flaks Jonathan Flaks's ClientWise LLC Experience 2008 - January 2013
Job Executive / Leadership Coach
Industry Professional Training & Coaching
Experience
Jonathan Flaks Coaching Associates, Inc. November 1998 - Present
ClientWise LLC 2008 - January 2013
D'Arcy January 1996 - November 1998
Econ Consultants, Inc. January 1994 - January 1996
Skills
Executive Coaching, Leadership Development, Team Building, Real Estate Development, Healthcare, Entertainment, E-learning, Green Building, E-Learning, Consulting, Coaching, Change Management, Entrepreneurship, Organizational..., Emotional Intelligence, Public Speaking, Small Business, Leadership, Executive Development, Business Development, Personal Development, Training, Strategy, Talent Management, Social Networking, Motivational Speaking, Management Consulting, Workshop Facilitation, Marketing, Time Management, Career Development, Organizational..., Staff Development, Business Coaching, Career Counseling, Start-ups, Employee Training, Conflict Resolution, Career Management, Performance Improvement, Culture Change
Education
Cornell University 1982 — 1986
B.S., Engineering, Music/Media
Capital Roundtable
Landmark Education
Landmark Education
Jonathan Flaks Coaching Associates, Inc. November 1998 - Present
ClientWise LLC 2008 - January 2013
D'Arcy January 1996 - November 1998
Econ Consultants, Inc. January 1994 - January 1996
Skills
Executive Coaching, Leadership Development, Team Building, Real Estate Development, Healthcare, Entertainment, E-learning, Green Building, E-Learning, Consulting, Coaching, Change Management, Entrepreneurship, Organizational..., Emotional Intelligence, Public Speaking, Small Business, Leadership, Executive Development, Business Development, Personal Development, Training, Strategy, Talent Management, Social Networking, Motivational Speaking, Management Consulting, Workshop Facilitation, Marketing, Time Management, Career Development, Organizational..., Staff Development, Business Coaching, Career Counseling, Start-ups, Employee Training, Conflict Resolution, Career Management, Performance Improvement, Culture Change
Education
Cornell University 1982 — 1986
B.S., Engineering, Music/Media
Capital Roundtable
Landmark Education
Landmark Education
Robin Stoutenburg Robin Stoutenburg's ClientWise LLC Experience January 2007 - December 2007
Job Experienced Event Planner & Marketing Executive
Industry Marketing and Advertising
Experience
Everlasting Events March 2012 - Present
The Devine Agency September 2010 - Present
Provident Bank New York June 2008 - September 2010
ClientWise LLC January 2007 - December 2007
Skills
Event Planning, Advertising, Social Media Marketing, Commercial Insurance, Social Media, Online Advertising, Web Design, Marketing, Strategic Planning, Event Management, Press Releases, SEO, Salesforce.com, Website Development, Public Speaking, Email Marketing, Marketing Communications, Microsoft Office, Marketing Strategy, Creative Writing, Customer Service, Time Management, Business Development
Education
Iona College 2009 — 2012
MBA, Marketing, International Business
Iona College 2004 — 2007
BA, Psychology
Westlake High School 2001 — 2004
Regents Diploma
Everlasting Events March 2012 - Present
The Devine Agency September 2010 - Present
Provident Bank New York June 2008 - September 2010
ClientWise LLC January 2007 - December 2007
Skills
Event Planning, Advertising, Social Media Marketing, Commercial Insurance, Social Media, Online Advertising, Web Design, Marketing, Strategic Planning, Event Management, Press Releases, SEO, Salesforce.com, Website Development, Public Speaking, Email Marketing, Marketing Communications, Microsoft Office, Marketing Strategy, Creative Writing, Customer Service, Time Management, Business Development
Education
Iona College 2009 — 2012
MBA, Marketing, International Business
Iona College 2004 — 2007
BA, Psychology
Westlake High School 2001 — 2004
Regents Diploma
John Moyer John Moyer's ClientWise LLC Experience June 2014 - June 2015
Job Senior Relationship Manager | Practice Management Specialist | Business Development Manager
Industry Financial Services
Experience
ClientWise LLC June 2014 - June 2015
AXA Advisors December 2009 - May 2014
Skills
Management, Investments, Wealth Management, Finance, Mutual Funds, Series 7, Microsoft Excel, Portfolio Management, Financial Services, Retirement Planning
Education
Stonehill College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Trinity-Pawling School 1999 — 2002
ClientWise LLC June 2014 - June 2015
AXA Advisors December 2009 - May 2014
Skills
Management, Investments, Wealth Management, Finance, Mutual Funds, Series 7, Microsoft Excel, Portfolio Management, Financial Services, Retirement Planning
Education
Stonehill College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Trinity-Pawling School 1999 — 2002
Rich Maxwell Rich Maxwell's ClientWise LLC Experience June 2010 - Present
Job CoFounder and Executive Coach at The Peak Triad
Industry Hospital & Health Care
Experience
Maxwell & Associates - Executive Coaching March 1995 - Present
CultureSync June 2014 - Present
ClientWise LLC June 2010 - Present
The Peak Triad February 2014 - Present
The Wellbeing Edge, LLC October 2012 - December 2014
Coachinc.com June 1998 - June 2002
St. Joseph's Hospital of Dahlonega November 1992 - March 1995
Portsmouth General Hospital September 1988 - January 1992
Alamance County Hospital January 1985 - August 1988
Skills
Leadership Development, Management Development, Team Building, Executive Coaching, Assessment Tools, Performance Management, Organizational..., 360 Feedback, Executive Development, Team Leadership, Coaching, Change Management, Training, Emotional Intelligence, Strategy, Personal Development, Workshop Facilitation, Public Speaking, Small Business, Management Consulting, Employee Engagement, Management, Leadership, Strategic Planning, Culture Change, Staff Development, Career Development, Life Coaching, Organizational..., Executive Management, Business Coaching, Career Management, Performance Improvement, Work Life Balance, Retreats, Facilitation, Conflict Resolution, Career Counseling, Entrepreneurship, Presentation Coaching, Motivational Speaking, Personal Coaching, Organizational Culture, Organizational Learning, Organizational Design, Appreciative Inquiry, Consulting
Education
CultureSync 2012 — 2014
Approved Tribal Leader
Duke University - The Fuqua School of Business 1974 — 1976
MHA, Health Administration
University of Virginia 1969 — 1973
BA, Sociology
CultureSync
Maxwell & Associates - Executive Coaching March 1995 - Present
CultureSync June 2014 - Present
ClientWise LLC June 2010 - Present
The Peak Triad February 2014 - Present
The Wellbeing Edge, LLC October 2012 - December 2014
Coachinc.com June 1998 - June 2002
St. Joseph's Hospital of Dahlonega November 1992 - March 1995
Portsmouth General Hospital September 1988 - January 1992
Alamance County Hospital January 1985 - August 1988
Skills
Leadership Development, Management Development, Team Building, Executive Coaching, Assessment Tools, Performance Management, Organizational..., 360 Feedback, Executive Development, Team Leadership, Coaching, Change Management, Training, Emotional Intelligence, Strategy, Personal Development, Workshop Facilitation, Public Speaking, Small Business, Management Consulting, Employee Engagement, Management, Leadership, Strategic Planning, Culture Change, Staff Development, Career Development, Life Coaching, Organizational..., Executive Management, Business Coaching, Career Management, Performance Improvement, Work Life Balance, Retreats, Facilitation, Conflict Resolution, Career Counseling, Entrepreneurship, Presentation Coaching, Motivational Speaking, Personal Coaching, Organizational Culture, Organizational Learning, Organizational Design, Appreciative Inquiry, Consulting
Education
CultureSync 2012 — 2014
Approved Tribal Leader
Duke University - The Fuqua School of Business 1974 — 1976
MHA, Health Administration
University of Virginia 1969 — 1973
BA, Sociology
CultureSync
Trey Schalk Trey Schalk's ClientWise LLC Experience September 2011 - September 2014
Job Wealth Manager at Schalk and Smith, LLC
Industry Financial Services
Experience
Schalk and Smith, LLC September 2014 - Present
ClientWise LLC September 2011 - September 2014
Rodgers Financial Inc. November 2009 - July 2010
Planco/Hartford July 2002 - October 2009
Nomura Securities International October 1996 - November 1999
Price Waterhouse LLP January 1993 - October 1996
Skills
Marketing, Sales, Finance, Executive Management, Management, Microsoft Office, Leadership, Teaching, Marketing Strategy, Training, Team Building, Business Development, Strategy, Coaching, Strategic Planning, Competitive Analysis
Education
Baylor University - Hankamer School of Business 1991 — 1992
MBA, Finance
Austin College 1987 — 1991
BA, Liberal Arts
Austin College 1987 — 1991
BA, Computer Science and Business
Gainesville High School
Schalk and Smith, LLC September 2014 - Present
ClientWise LLC September 2011 - September 2014
Rodgers Financial Inc. November 2009 - July 2010
Planco/Hartford July 2002 - October 2009
Nomura Securities International October 1996 - November 1999
Price Waterhouse LLP January 1993 - October 1996
Skills
Marketing, Sales, Finance, Executive Management, Management, Microsoft Office, Leadership, Teaching, Marketing Strategy, Training, Team Building, Business Development, Strategy, Coaching, Strategic Planning, Competitive Analysis
Education
Baylor University - Hankamer School of Business 1991 — 1992
MBA, Finance
Austin College 1987 — 1991
BA, Liberal Arts
Austin College 1987 — 1991
BA, Computer Science and Business
Gainesville High School
Helene Mazur, MBA, CFP®, PCC Helene Mazur, MBA, CFP®, PCC's ClientWise LLC Experience November 2007 - Present
Job Leadership & Business Coach, Strategic Planning, Meeting Facilitator, Teams, Partnerships, Board Strategies, Transitions
Industry Management Consulting
Experience
Princeton Performance Dynamics March 2000 - Present
ClientWise LLC November 2007 - Present
Net Expat October 2011 - Present
Merrill Lynch January 1996 - March 2000
Bankers Trust Company February 1989 - March 1996
Dean Witter Reynolds January 1983 - January 1989
Electronic Data Systems January 1980 - December 1982
Skills
Executive Coaching, Leadership Development, Coaching, Strategy, Nonprofits, Career Counseling, Strategic Planning, Leadership, Executive Development, Small Business, Marketing Strategy, Organizational..., Consulting, Team Building, Personal Development, Management Consulting, Public Speaking, Workshop Facilitation, Cross-functional Team..., Change Management, Organizational..., Entrepreneurship, Strategy Facilitation, Personal Strategic..., Retreat Facilitation, Business Planning, Strategic Planning..., Meeting Planning, Change Leadership, Team Leadership, New Business Development, Client Relationship..., Speaking Engagements, Leadership Communication, Time Management, Family Business, Strategic Thinking, Organizational Change, Mentoring, Large Group Facilitation, Problem Solving, Business Strategy, Organizational..., Teamwork, Employee Engagement, Strategy Development, Planning, meeting facilitation, Trusted Advisor, Emotional Intelligence
Education
College for Financial Planning 1990 — 1995
CFP, Financial Planning
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance
University at Albany, SUNY 1976 — 1979
BS, Marketing
Princeton Performance Dynamics March 2000 - Present
ClientWise LLC November 2007 - Present
Net Expat October 2011 - Present
Merrill Lynch January 1996 - March 2000
Bankers Trust Company February 1989 - March 1996
Dean Witter Reynolds January 1983 - January 1989
Electronic Data Systems January 1980 - December 1982
Skills
Executive Coaching, Leadership Development, Coaching, Strategy, Nonprofits, Career Counseling, Strategic Planning, Leadership, Executive Development, Small Business, Marketing Strategy, Organizational..., Consulting, Team Building, Personal Development, Management Consulting, Public Speaking, Workshop Facilitation, Cross-functional Team..., Change Management, Organizational..., Entrepreneurship, Strategy Facilitation, Personal Strategic..., Retreat Facilitation, Business Planning, Strategic Planning..., Meeting Planning, Change Leadership, Team Leadership, New Business Development, Client Relationship..., Speaking Engagements, Leadership Communication, Time Management, Family Business, Strategic Thinking, Organizational Change, Mentoring, Large Group Facilitation, Problem Solving, Business Strategy, Organizational..., Teamwork, Employee Engagement, Strategy Development, Planning, meeting facilitation, Trusted Advisor, Emotional Intelligence
Education
College for Financial Planning 1990 — 1995
CFP, Financial Planning
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance
University at Albany, SUNY 1976 — 1979
BS, Marketing
Ray Sclafani, PCC Ray Sclafani, PCC's ClientWise LLC Experience January 2006 - Present
Job President, ClientWise LLC a Leadership and Business Development Company for Financial Professionals
Industry Financial Services
Experience
ClientWise LLC January 2006 - Present
AllianceBernstein 1986 - 2006
Skills
Executive Coaching, Leadership Development, Entrepreneurship, Business Development, Public Speaking, Wealth Management, Leadership, Marketing, Investment Advisory, Mutual Funds, Coaching, Training, Sales Management, Management, Business Planning, Strategy, Practice Management, Small Business, Executive Development, Staff Development, Personal Development, Start-ups, Professional Certified..., Workshop Facilitation, Organizational..., Financial Services, Sales Process, Financial Advisory, Strategic Financial..., Team Building, Retirement Planning, Master Practitioner -..., Marketing Communications, Social Media Marketing, Marketing Strategy, Consulting, Investment Management, Investment Strategies, Executive Management, Asset Management, Emotional Intelligence
Education
Baylor University 1986 — 1990
B.A.
J.J. Pearce High School 1983 — 1986
ClientWise LLC January 2006 - Present
AllianceBernstein 1986 - 2006
Skills
Executive Coaching, Leadership Development, Entrepreneurship, Business Development, Public Speaking, Wealth Management, Leadership, Marketing, Investment Advisory, Mutual Funds, Coaching, Training, Sales Management, Management, Business Planning, Strategy, Practice Management, Small Business, Executive Development, Staff Development, Personal Development, Start-ups, Professional Certified..., Workshop Facilitation, Organizational..., Financial Services, Sales Process, Financial Advisory, Strategic Financial..., Team Building, Retirement Planning, Master Practitioner -..., Marketing Communications, Social Media Marketing, Marketing Strategy, Consulting, Investment Management, Investment Strategies, Executive Management, Asset Management, Emotional Intelligence
Education
Baylor University 1986 — 1990
B.A.
J.J. Pearce High School 1983 — 1986
Adrianna DiNapoli's ClientWise LLC Experience January 2015 - Present
Job Digital Community Manager at ClientWise LLC
Industry Public Relations and Communications
Experience
ClientWise LLC January 2015 - Present
BuzzPotential June 2013 - Present
Behrman Communications January 2014 - May 2014
Fairfield University September 2010 - May 2014
News 12 Networks June 2012 - August 2012
Skills
Community Management, Web Community Management, Social Media, Facebook, Public Speaking, Blogging, Social Networking, Microsoft Word, Event Planning, PowerPoint, Research, Microsoft Office, Microsoft Excel, Editing, Higher Education, Jive, HubSpot
Education
Fairfield University 2010 — 2014
Bachelor of Arts (BA), Communication, General
Academy of Our Lady of Good Counsel High School 2006 — 2010
ClientWise LLC January 2015 - Present
BuzzPotential June 2013 - Present
Behrman Communications January 2014 - May 2014
Fairfield University September 2010 - May 2014
News 12 Networks June 2012 - August 2012
Skills
Community Management, Web Community Management, Social Media, Facebook, Public Speaking, Blogging, Social Networking, Microsoft Word, Event Planning, PowerPoint, Research, Microsoft Office, Microsoft Excel, Editing, Higher Education, Jive, HubSpot
Education
Fairfield University 2010 — 2014
Bachelor of Arts (BA), Communication, General
Academy of Our Lady of Good Counsel High School 2006 — 2010
Joseph Del Bene Joseph Del Bene's ClientWise LLC Experience January 2013 - April 2015
Job Implementation Specialist at HubSpot | Inbound Marketing Consultant
Industry Marketing and Advertising
Experience
HubSpot April 2015 - Present
ClientWise LLC January 2013 - April 2015
ClientWise LLC February 2012 - December 2012
Pace University September 2011 - December 2011
Tracer Graphix June 2011 - September 2011
Skills
Social Media Marketing, SEO, Inbound Marketing, Campaign Management, CRM, Online Marketing, Marketing Strategy, Google Analytics, Salesforce.com, HubSpot, Microsoft Office, Adobe Creative Suite, CRM software, Linux, Mac OS X, Campaign Development, HTML, JavaScript, CRM Integration, Jive, Direct Marketing, Web Analytics, Digital Marketing, Lead Generation, Blogging, Content Strategy, Email Marketing, SEM, PPC, Analytics, Social Media, Marketing, Content Marketing, Integrated Marketing, Landing Page..., Newsletters, Strategy, Management, Social Networking, Advertising, Sales, Leadership, Microsoft Excel, Event Planning, Facebook, Content Development, Web Design, Marketing Automation, Marketing Communications, Online Advertising
Education
Pace University
BBA, Marketing Managment
HubSpot April 2015 - Present
ClientWise LLC January 2013 - April 2015
ClientWise LLC February 2012 - December 2012
Pace University September 2011 - December 2011
Tracer Graphix June 2011 - September 2011
Skills
Social Media Marketing, SEO, Inbound Marketing, Campaign Management, CRM, Online Marketing, Marketing Strategy, Google Analytics, Salesforce.com, HubSpot, Microsoft Office, Adobe Creative Suite, CRM software, Linux, Mac OS X, Campaign Development, HTML, JavaScript, CRM Integration, Jive, Direct Marketing, Web Analytics, Digital Marketing, Lead Generation, Blogging, Content Strategy, Email Marketing, SEM, PPC, Analytics, Social Media, Marketing, Content Marketing, Integrated Marketing, Landing Page..., Newsletters, Strategy, Management, Social Networking, Advertising, Sales, Leadership, Microsoft Excel, Event Planning, Facebook, Content Development, Web Design, Marketing Automation, Marketing Communications, Online Advertising
Education
Pace University
BBA, Marketing Managment
Mitchell York Mitchell York's ClientWise LLC Experience December 2007 - Present
Job Professional Certified Coach (PCC)
Industry Management Consulting
Experience
The Five O'Clock Club January 2009 - Present
ClientWise LLC December 2007 - Present
E2E Coaching June 2002 - Present
Maui Wowi Hawaiian Coffees & Smoothies June 2002 - Present
E2E Coaching Inc. June 2002 - Present
About.com December 2009 - October 2011
Ziff Davis Media December 2000 - November 2001
NetCreations Inc. September 1999 - February 2001
LendingTree Inc. September 1998 - October 1999
CMP Media Inc. August 1981 - August 1998
Skills
Coaching, Small Business, Start-ups, Entrepreneur, Internet Media, Franchising, Job Search, Public Speaking, Writing, Entrepreneurship, Leadership Development, Event Management, Marketing Communications, Executive Coaching, Mentoring, Email Marketing, Business Development, Management, Marketing, Strategic Planning, Blogging, Social Media, Organizational..., Career Counseling, Online Advertising, Online Marketing, Social Networking, Advertising, E-commerce, Sales, Consulting, Interviews, Business Strategy, Team Building, Executive Management, Human Resources, Strategy, Organizational..., Negotiation, Time Management, Mergers & Acquisitions, Leadership, Training, Marketing Strategy
Education
Coach U 2003 — 2008
Coach Training Program, Executive Coaching
Columbia Graduate School of Business 1994 — 1996
MBA, Marketing/Marketing Management, General
Northwestern University 1975 — 1978
BA, English
Francis Lewis HS
Francis Lewis HS
Francis Lewis HS
Francis Lewis HS
The Five O'Clock Club January 2009 - Present
ClientWise LLC December 2007 - Present
E2E Coaching June 2002 - Present
Maui Wowi Hawaiian Coffees & Smoothies June 2002 - Present
E2E Coaching Inc. June 2002 - Present
About.com December 2009 - October 2011
Ziff Davis Media December 2000 - November 2001
NetCreations Inc. September 1999 - February 2001
LendingTree Inc. September 1998 - October 1999
CMP Media Inc. August 1981 - August 1998
Skills
Coaching, Small Business, Start-ups, Entrepreneur, Internet Media, Franchising, Job Search, Public Speaking, Writing, Entrepreneurship, Leadership Development, Event Management, Marketing Communications, Executive Coaching, Mentoring, Email Marketing, Business Development, Management, Marketing, Strategic Planning, Blogging, Social Media, Organizational..., Career Counseling, Online Advertising, Online Marketing, Social Networking, Advertising, E-commerce, Sales, Consulting, Interviews, Business Strategy, Team Building, Executive Management, Human Resources, Strategy, Organizational..., Negotiation, Time Management, Mergers & Acquisitions, Leadership, Training, Marketing Strategy
Education
Coach U 2003 — 2008
Coach Training Program, Executive Coaching
Columbia Graduate School of Business 1994 — 1996
MBA, Marketing/Marketing Management, General
Northwestern University 1975 — 1978
BA, English
Francis Lewis HS
Francis Lewis HS
Francis Lewis HS
Francis Lewis HS
Steven Scarano Steven Scarano's ClientWise LLC Experience June 2014 - August 2014
Job Insurance Specialist at Marsh & McLennan Companies, Inc.
Industry Marketing and Advertising
Experience
Marsh & McLennan Companies, Inc. August 2014 - Present
ClientWise LLC June 2014 - August 2014
Townsquare Media December 2013 - February 2014
FLSV Fund Administration May 2013 - August 2013
CUTCO Cutlery September 2012 - January 2013
Meridian Equity Partners June 2009 - August 2012
Arising film & digital January 2008 - February 2012
Restaurant North May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, HTML
Education
University of Rhode Island 2011 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies
Plymouth State University
Marsh & McLennan Companies, Inc. August 2014 - Present
ClientWise LLC June 2014 - August 2014
Townsquare Media December 2013 - February 2014
FLSV Fund Administration May 2013 - August 2013
CUTCO Cutlery September 2012 - January 2013
Meridian Equity Partners June 2009 - August 2012
Arising film & digital January 2008 - February 2012
Restaurant North May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, HTML
Education
University of Rhode Island 2011 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies
Plymouth State University
Chyna Dama Chyna Dama's ClientWise LLC Experience June 2014 - December 2014
Job Demand Generation | Email Marketing Manager | Inbound Marketing Specialist | Digital Marketing Manager
Industry Financial Services
Experience
SourceMedia January 2015 - Present
ClientWise LLC June 2014 - December 2014
MetLife May 2013 - June 2014
Skills
Social Media Marketing, Management, Customer Service, Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Networking, Time Management, Email Marketing, CRM, Employee Training, Operations Management, Blogging, Outbound Marketing, Retail Sales, Employee Management, Sales Operations, Customer Satisfaction, Retail Marketing, Inbound Marketing, Google Drive, Salesforce.com, Insurance, Google Analytics, Project Management, Digital Marketing, HubSpot, Marketo, Demand Generation, Photoshop, Dreamweaver
Education
Marist College
Bachelor's Degree, Business Administration, Marketing
SourceMedia January 2015 - Present
ClientWise LLC June 2014 - December 2014
MetLife May 2013 - June 2014
Skills
Social Media Marketing, Management, Customer Service, Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Networking, Time Management, Email Marketing, CRM, Employee Training, Operations Management, Blogging, Outbound Marketing, Retail Sales, Employee Management, Sales Operations, Customer Satisfaction, Retail Marketing, Inbound Marketing, Google Drive, Salesforce.com, Insurance, Google Analytics, Project Management, Digital Marketing, HubSpot, Marketo, Demand Generation, Photoshop, Dreamweaver
Education
Marist College
Bachelor's Degree, Business Administration, Marketing
Alix Purcell Alix Purcell's ClientWise LLC Experience February 2013 - Present
Job Brand & Marketing Consultant at ALIX
Industry Marketing and Advertising
Experience
ALIX March 2011 - Present
ClientWise LLC February 2013 - Present
The Life Solution Center of Darien March 2011 - Present
Change Create Transform February 2012 - December 2012
The Child Mind Institute September 2010 - March 2011
SBLI USA Mutual Life Insurance Company, Inc. November 2006 - September 2010
S.USA Life Insurance Company December 2007 - April 2008
Columbia College Chicago August 2006 - December 2006
Skills
Copy Editing, Microsoft Office, Photoshop, Public Relations, Social Media, Editing, Press Releases, Blogging, Non-profits, Event Planning, Media Relations, Public Speaking, Proofreading, Marketing Communications, Social Networking, Newsletters, Strategic Communications, Copywriting, Publicity, Event Management, SEO, Email Marketing, Integrated Marketing, Nonprofits, Digital Media, Internal Communications, Content Management, Marketing, Advertising, Strategy, Lead Generation, Web Content, SEM
Education
The University of Chicago 2005 — 2006
MA, Literature
Trinity College-Hartford 2000 — 2004
BA, Literature
ALIX March 2011 - Present
ClientWise LLC February 2013 - Present
The Life Solution Center of Darien March 2011 - Present
Change Create Transform February 2012 - December 2012
The Child Mind Institute September 2010 - March 2011
SBLI USA Mutual Life Insurance Company, Inc. November 2006 - September 2010
S.USA Life Insurance Company December 2007 - April 2008
Columbia College Chicago August 2006 - December 2006
Skills
Copy Editing, Microsoft Office, Photoshop, Public Relations, Social Media, Editing, Press Releases, Blogging, Non-profits, Event Planning, Media Relations, Public Speaking, Proofreading, Marketing Communications, Social Networking, Newsletters, Strategic Communications, Copywriting, Publicity, Event Management, SEO, Email Marketing, Integrated Marketing, Nonprofits, Digital Media, Internal Communications, Content Management, Marketing, Advertising, Strategy, Lead Generation, Web Content, SEM
Education
The University of Chicago 2005 — 2006
MA, Literature
Trinity College-Hartford 2000 — 2004
BA, Literature
Grazia Bueti Grazia Bueti's ClientWise LLC Experience December 2014 - April 2015
Job Digital Marketing Assistant at ClientWise LLC
Industry Marketing and Advertising
Experience
ClientWise LLC December 2014 - April 2015
Choate House Art Gallery Pace University September 2012 - April 2015
La Tulipe Desserts January 2010 - April 2015
Sollia Salon June 2008 - April 2015
Katonah Art Center November 2013 - December 2013
Katonah Museum of Art June 2012 - August 2012
Skills
Digital Marketing, Adobe Creative Suite, Public Relations, Advertising, Illustrator, Art, Management, Microsoft Office, InDesign, Cloud-based, Digital Illustration, Instagram, Microsoft Excel, Customer Service, Photoshop, Painting, Digital Painting, Teamwork, Microsoft Word, Facebook, Content Management, PowerPoint, iMovie, Public Speaking, SEO, Social Media, Drawing, Twitter Marketing, Time Management, Social Networking, Research, HubSpot, Salesforce.com, Landing Page..., Blogging, Twitter, Microsoft Publisher, CTA, CMS, Inbound Marketing, Gmail
Education
Pace University - Lubin School of Business 2011 — 2015
Bachelor of Business Administration, Major: Marketing Minor: Fine Arts, Senior
Fox Lane High School
Regents Diploma
ClientWise LLC December 2014 - April 2015
Choate House Art Gallery Pace University September 2012 - April 2015
La Tulipe Desserts January 2010 - April 2015
Sollia Salon June 2008 - April 2015
Katonah Art Center November 2013 - December 2013
Katonah Museum of Art June 2012 - August 2012
Skills
Digital Marketing, Adobe Creative Suite, Public Relations, Advertising, Illustrator, Art, Management, Microsoft Office, InDesign, Cloud-based, Digital Illustration, Instagram, Microsoft Excel, Customer Service, Photoshop, Painting, Digital Painting, Teamwork, Microsoft Word, Facebook, Content Management, PowerPoint, iMovie, Public Speaking, SEO, Social Media, Drawing, Twitter Marketing, Time Management, Social Networking, Research, HubSpot, Salesforce.com, Landing Page..., Blogging, Twitter, Microsoft Publisher, CTA, CMS, Inbound Marketing, Gmail
Education
Pace University - Lubin School of Business 2011 — 2015
Bachelor of Business Administration, Major: Marketing Minor: Fine Arts, Senior
Fox Lane High School
Regents Diploma
Rocio De La Roca Rocio De La Roca's ClientWise LLC Experience September 2015 - Present
Job Marketing Intern at ClientWise LLC
Industry Public Relations and Communications
Experience
ClientWise LLC September 2015 - Present
Manhattanville College August 2011 - Present
WMVL February 2014 - Present
Co-Communications, Inc. January 2015 - April 2015
The Kneaded Bread Bakery March 2013 - August 2014
The Digital Arts Experience January 2014 - May 2014
Kohl's Department Stores July 2012 - February 2013
Academic Resource Center at Manhattanville College February 2012 - May 2012
Skills
Communication, Social Media, Marketing, Microsoft Word, Microsoft Office, Computer Graphics, WordPress, PowerPoint, Adobe Creative Suite, Premiere, Final Cut Pro, Marketing Strategy
Education
Manhattanville College 2011 — 2015
Bachelor of Arts (B.A.), Communications and Management
Manhattanville College 2011 — 2015
ClientWise LLC September 2015 - Present
Manhattanville College August 2011 - Present
WMVL February 2014 - Present
Co-Communications, Inc. January 2015 - April 2015
The Kneaded Bread Bakery March 2013 - August 2014
The Digital Arts Experience January 2014 - May 2014
Kohl's Department Stores July 2012 - February 2013
Academic Resource Center at Manhattanville College February 2012 - May 2012
Skills
Communication, Social Media, Marketing, Microsoft Word, Microsoft Office, Computer Graphics, WordPress, PowerPoint, Adobe Creative Suite, Premiere, Final Cut Pro, Marketing Strategy
Education
Manhattanville College 2011 — 2015
Bachelor of Arts (B.A.), Communications and Management
Manhattanville College 2011 — 2015
Lynnea Brinkerhoff, MSOD, PCC's ClientWise LLC Experience 2013 - Present
Job Executive & Wellness Coach, Organizational Agility Specialist
Industry Professional Training & Coaching
Experience
ClientWise LLC 2013 - Present
The Graduate Institute October 2014 - Present
GearStream, Inc 2014 - Present
International Coach Federation 2013 - Present
Brinkerhoff Associates 1992 - Present
University of New Haven 2008 - Present
Acacia Tree 2004 - Present
The Graduate Institute 2010 - 2012
Scherer Leadership International 1998 - 2012
Flath & Associates Consulting, Inc. 1995 - 2012
Skills
Intel, Personnel Management, Public Speaking, Coaching, Leadership Development, Organizational..., Executive Coaching, Training, Personal Development, Organizational..., Team Building, Psychology, Career Counseling, Leadership, Non-profits, Strategic Planning, Change Management, Executive Development, Workshop Facilitation, Stress Management, Nonprofits, Management Consulting, Strategy, Teaching, Wellness, Entrepreneurship, Program Development, Management, 360 Feedback, Career Development, Human Resources, Staff Development, Consulting, MBTI, Management Development
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1991 — 1993
msod, organization development
Pepperdine University
Organization Development
Simmons College - Simmons School of Management
International Business/French
University of Cumbria
redwood high school
ClientWise LLC 2013 - Present
The Graduate Institute October 2014 - Present
GearStream, Inc 2014 - Present
International Coach Federation 2013 - Present
Brinkerhoff Associates 1992 - Present
University of New Haven 2008 - Present
Acacia Tree 2004 - Present
The Graduate Institute 2010 - 2012
Scherer Leadership International 1998 - 2012
Flath & Associates Consulting, Inc. 1995 - 2012
Skills
Intel, Personnel Management, Public Speaking, Coaching, Leadership Development, Organizational..., Executive Coaching, Training, Personal Development, Organizational..., Team Building, Psychology, Career Counseling, Leadership, Non-profits, Strategic Planning, Change Management, Executive Development, Workshop Facilitation, Stress Management, Nonprofits, Management Consulting, Strategy, Teaching, Wellness, Entrepreneurship, Program Development, Management, 360 Feedback, Career Development, Human Resources, Staff Development, Consulting, MBTI, Management Development
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1991 — 1993
msod, organization development
Pepperdine University
Organization Development
Simmons College - Simmons School of Management
International Business/French
University of Cumbria
redwood high school
Diane Dolinsky-Pickar Diane Dolinsky-Pickar's ClientWise LLC Experience 2007 - 2009
Job Real Estate Salesperson at Houlihan Lawrence | Search Engine Optimization (SEO) Consultant
Industry Marketing and Advertising
Experience
Houlihan Lawrence 2015 - Present
DigitalZoom NY, LLC 2013 - Present
Gibbons Digital Consultants, LLP 2012 - 2013
Mojo40 2010 - 2013
Huliq.com 2012 - 2012
AllerMates.com 2012 - 2012
Access3000, Inc. 2010 - 2010
Discovery The Financial Information Group 2009 - 2009
ClientWise LLC 2007 - 2009
Legacy Heritage Fund Ltd. 2005 - 2006
Skills
Lead Generation, Direct Marketing, Web Project Management, Creative Development, Content Creation, Brand Communication, Social Media, Blogging, Web Analytics, CRM software, Trade Shows, SEO copywriting, Online Strategy &..., Email Marketing, Management of Channel..., Enterprise Software, Salesforce.com, Process Improvement, Management, Content Strategy, Integrated Marketing, Strategy, E-commerce, Creative Direction, CRM, Business Development, New Business Development, Digital Marketing, Entrepreneurship, Start-ups, Social Networking, Strategic Planning, Marketing Strategy, Marketing, Engagement Management, SEO, Social Media Marketing
Education
Columbia University - School of International and Public Affairs 1990 — 1992
MIA, Economic and Political Development
Harvard University
BA, Visual and Environmental Studies
White Plains High School
Houlihan Lawrence 2015 - Present
DigitalZoom NY, LLC 2013 - Present
Gibbons Digital Consultants, LLP 2012 - 2013
Mojo40 2010 - 2013
Huliq.com 2012 - 2012
AllerMates.com 2012 - 2012
Access3000, Inc. 2010 - 2010
Discovery The Financial Information Group 2009 - 2009
ClientWise LLC 2007 - 2009
Legacy Heritage Fund Ltd. 2005 - 2006
Skills
Lead Generation, Direct Marketing, Web Project Management, Creative Development, Content Creation, Brand Communication, Social Media, Blogging, Web Analytics, CRM software, Trade Shows, SEO copywriting, Online Strategy &..., Email Marketing, Management of Channel..., Enterprise Software, Salesforce.com, Process Improvement, Management, Content Strategy, Integrated Marketing, Strategy, E-commerce, Creative Direction, CRM, Business Development, New Business Development, Digital Marketing, Entrepreneurship, Start-ups, Social Networking, Strategic Planning, Marketing Strategy, Marketing, Engagement Management, SEO, Social Media Marketing
Education
Columbia University - School of International and Public Affairs 1990 — 1992
MIA, Economic and Political Development
Harvard University
BA, Visual and Environmental Studies
White Plains High School
Sophia Harbas Sophia Harbas's ClientWise LLC Experience September 2012 - Present
Job Director of Executive Coaching Programs
Industry Financial Services
Experience
ClientWise LLC September 2012 - Present
AllianceBernstein July 1986 - February 2004
Skills
Wealth Management, Mutual Funds, Team Building, Financial Services, Business Development, Investments, Coaching, CRM, Change Management, Leadership, Management
Education
Saint Peter's University 1979 — 1983
Bachelor's Degree, Accounting and Business/Management
ClientWise LLC September 2012 - Present
AllianceBernstein July 1986 - February 2004
Skills
Wealth Management, Mutual Funds, Team Building, Financial Services, Business Development, Investments, Coaching, CRM, Change Management, Leadership, Management
Education
Saint Peter's University 1979 — 1983
Bachelor's Degree, Accounting and Business/Management
Alessandra Suarez Alessandra Suarez's ClientWise LLC Experience August 2014 - Present
Job Relationship Manager at ClientWise LLC
Industry Financial Services
Experience
ClientWise LLC August 2014 - Present
The Atlantic Group October 2013 - August 2014
JPMorgan Chase March 2011 - October 2013
Vector Marketing 2006 - 2007
Skills
Sales, Customer Service, Credit, Banking, Mortgage Lending, Investments, Mortgage Banking, Consumer Lending, Financial Services, Retail Banking, Recruiting, Customer Retention, Microsoft Office, Office Administration, Office Management, Long-term Customer..., Customer Oriented, Training, Interviews, Human Resources, Customer Satisfaction, Time Management, Finance, Selling, Cold Calling, Leadership
Education
Seton Hall University 2006 — 2010
Bachelor's degree
ClientWise LLC August 2014 - Present
The Atlantic Group October 2013 - August 2014
JPMorgan Chase March 2011 - October 2013
Vector Marketing 2006 - 2007
Skills
Sales, Customer Service, Credit, Banking, Mortgage Lending, Investments, Mortgage Banking, Consumer Lending, Financial Services, Retail Banking, Recruiting, Customer Retention, Microsoft Office, Office Administration, Office Management, Long-term Customer..., Customer Oriented, Training, Interviews, Human Resources, Customer Satisfaction, Time Management, Finance, Selling, Cold Calling, Leadership
Education
Seton Hall University 2006 — 2010
Bachelor's degree
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY