Forum Financial Group
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Forum Financial Group Employees
Employee
Years
Job
Industry
Dale Denno Dale Denno's Forum Financial Group Experience September 2000 - November 2001
Job Attorney and Business Leader; Adjunct Professor of Business Law, St. Joseph's College
Industry Professional Training & Coaching
Experience
Maine Department of Health and Human Services October 2011 - December 2013
SPX Communication Technology January 2006 - July 2011
State of Maine March 2002 - January 2006
Forum Financial Group September 2000 - November 2001
UNUM Life Insurance Company January 1995 - January 2000
Unum Life Insurance Company January 1991 - January 1995
UNUM Life Insurance Company January 1984 - January 1991
CIGNA Corporation January 1979 - January 1984
Skills
Litigation, Negotiation, State Politics, Dispute Resolution, Legislative Relations, Legal Writing, Contract Negotiation, Courts, Leadership, Strategic Partnerships, Risk Management, Appeals, Corporate Law, Procurement, Customer Service, Cross-functional Team..., Government, Sales, Strategic Planning, Training, Continuous Improvement, Energy, Management, Process Improvement, Policy, Six Sigma, Budgets, Mediation, Coaching, Employee Benefits, Mergers & Acquisitions, Contract Management, Program Management, Strategy, Claim, Analysis, Marketing, Legal Assistance, Team Building, Public Policy, Change Management
Education
Cornell Law School
JD, Law
Syracuse University
A.B., English and Political Science (dual major); magna cum laude
Maine Department of Health and Human Services October 2011 - December 2013
SPX Communication Technology January 2006 - July 2011
State of Maine March 2002 - January 2006
Forum Financial Group September 2000 - November 2001
UNUM Life Insurance Company January 1995 - January 2000
Unum Life Insurance Company January 1991 - January 1995
UNUM Life Insurance Company January 1984 - January 1991
CIGNA Corporation January 1979 - January 1984
Skills
Litigation, Negotiation, State Politics, Dispute Resolution, Legislative Relations, Legal Writing, Contract Negotiation, Courts, Leadership, Strategic Partnerships, Risk Management, Appeals, Corporate Law, Procurement, Customer Service, Cross-functional Team..., Government, Sales, Strategic Planning, Training, Continuous Improvement, Energy, Management, Process Improvement, Policy, Six Sigma, Budgets, Mediation, Coaching, Employee Benefits, Mergers & Acquisitions, Contract Management, Program Management, Strategy, Claim, Analysis, Marketing, Legal Assistance, Team Building, Public Policy, Change Management
Education
Cornell Law School
JD, Law
Syracuse University
A.B., English and Political Science (dual major); magna cum laude
Deron Treadwell Deron Treadwell's Forum Financial Group Experience September 2001 - 2003
Job Vice President Operations at Cross Surety, Inc.
Industry Insurance
Experience
Cross Surety, Inc. April 2013 - Present
Willis of Northern New England, Inc. 2010 - April 2013
Willis of Northern New England, Inc. 2005 - 2010
Willis of Northern New England, Inc. 2003 - 2005
Forum Financial Group September 2001 - 2003
Skills
Underwriting, Risk Management, Financial Services, Insurance, Account Management, Property & Casualty..., Financial Analysis, Liability, Professional Liability, Commercial Insurance, Accounting, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, Legal Liability, Employee Benefits, D&O, Casualty, General Insurance, Brokers, Claims Management, Reinsurance, Bonds, Leadership, Team Building, Marketing, Change Management, Strategic Planning, Business Analysis, Training, Mutual Funds, Leadership Development, Coaching, Sales, Surety Bonds, Surety
Education
University of Maine 1994 — 1998
Bachelor of Arts, Journalism
Cross Surety, Inc. April 2013 - Present
Willis of Northern New England, Inc. 2010 - April 2013
Willis of Northern New England, Inc. 2005 - 2010
Willis of Northern New England, Inc. 2003 - 2005
Forum Financial Group September 2001 - 2003
Skills
Underwriting, Risk Management, Financial Services, Insurance, Account Management, Property & Casualty..., Financial Analysis, Liability, Professional Liability, Commercial Insurance, Accounting, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, Legal Liability, Employee Benefits, D&O, Casualty, General Insurance, Brokers, Claims Management, Reinsurance, Bonds, Leadership, Team Building, Marketing, Change Management, Strategic Planning, Business Analysis, Training, Mutual Funds, Leadership Development, Coaching, Sales, Surety Bonds, Surety
Education
University of Maine 1994 — 1998
Bachelor of Arts, Journalism
Cody DeCamillis Cody DeCamillis's Forum Financial Group Experience September 1999 - July 2003
Job Business Analyst at BerryDunn
Industry Accounting
Experience
BerryDunn — Accounting and Consulting July 2014 - Present
BerryDunn September 2009 - June 2014
City of South Portland, Maine July 2003 - September 2009
Forum Financial Group September 1999 - July 2003
Sacopee Valley High School August 1997 - August 1999
Skills
Tax, Financial Reporting, Tax Accounting, Cash Management, Accounting, Corporate Tax, Internal Controls, Auditing, Tax Preparation, GAAP, QuickBooks, Fixed Assets, Income Tax, Tax Research, Mergers & Acquisitions
Education
Boston College 1994 — 1997
Bachelor of Arts (B.A.), Mathematics
American University 1993 — 1994
Political Science and Government
BerryDunn — Accounting and Consulting July 2014 - Present
BerryDunn September 2009 - June 2014
City of South Portland, Maine July 2003 - September 2009
Forum Financial Group September 1999 - July 2003
Sacopee Valley High School August 1997 - August 1999
Skills
Tax, Financial Reporting, Tax Accounting, Cash Management, Accounting, Corporate Tax, Internal Controls, Auditing, Tax Preparation, GAAP, QuickBooks, Fixed Assets, Income Tax, Tax Research, Mergers & Acquisitions
Education
Boston College 1994 — 1997
Bachelor of Arts (B.A.), Mathematics
American University 1993 — 1994
Political Science and Government
Edwin Farrar Edwin Farrar's Forum Financial Group Experience 2000 - 2001
Job Vice President of Operations at Audit Technologies Inc.
Industry Accounting
Experience
Audit Technologies Inc. February 2015 - Present
Audit Technologies Inc. 2004 - Present
Citi 2001 - 2004
Forum Financial Group 2000 - 2001
Hannaford Bros. Co. 1998 - 2000
Skills
Quickbooks, Microsoft Office, Bloomberg Terminal, Data Mining, Data Conversion, Mutual Funds, Hedge Accounting, Assets Recovery, Bookkeeping, Organizational..., Accounting, Accounts Payable, Troubleshooting, Team Coordination, Account Management, Analytics, Audit, Auditing, Reconciliation, Financial Reporting, Excel, Financial Accounting, Word, Money Market, Bonds, Financial Analysis, Access, Accounts Receivable, Internal Controls, General Ledger, Analysis, Problem Solving, Reconciliations, Business Analysis, Spreadsheets, Business Planning, Teamwork, Accruals, Food & Beverage, Grocery Industry, Grocery, QuickBooks, Account Reconciliation, Microsoft Excel, Microsoft Word, GAAP, Management, Investments, Fund Accounting, Tax
Education
Southern New Hampshire University
Business Studies-Organizational Leadership
Windham
Audit Technologies Inc. February 2015 - Present
Audit Technologies Inc. 2004 - Present
Citi 2001 - 2004
Forum Financial Group 2000 - 2001
Hannaford Bros. Co. 1998 - 2000
Skills
Quickbooks, Microsoft Office, Bloomberg Terminal, Data Mining, Data Conversion, Mutual Funds, Hedge Accounting, Assets Recovery, Bookkeeping, Organizational..., Accounting, Accounts Payable, Troubleshooting, Team Coordination, Account Management, Analytics, Audit, Auditing, Reconciliation, Financial Reporting, Excel, Financial Accounting, Word, Money Market, Bonds, Financial Analysis, Access, Accounts Receivable, Internal Controls, General Ledger, Analysis, Problem Solving, Reconciliations, Business Analysis, Spreadsheets, Business Planning, Teamwork, Accruals, Food & Beverage, Grocery Industry, Grocery, QuickBooks, Account Reconciliation, Microsoft Excel, Microsoft Word, GAAP, Management, Investments, Fund Accounting, Tax
Education
Southern New Hampshire University
Business Studies-Organizational Leadership
Windham
Anne (Largay) Bergeron Anne (Largay) Bergeron's Forum Financial Group Experience June 1998 - April 2003
Job Specialty Recruiter at Spectrum Medical Group
Industry Hospital & Health Care
Experience
Spectrum Medical Group November 2011 - Present
York Hospital May 2004 - November 2011
Forum Financial Group June 1998 - April 2003
Skills
Applicant Tracking..., Onboarding, Recruiters, Recruiting, Employee Benefits, Employee Relations, Talent Acquisition, HRIS, Performance Management, Human Resources, Organizational..., Internet Recruiting, New Hire Orientations, HIPAA, Healthcare, Talent Management, Sourcing, Management, Training
Education
Thomas College 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
John Bapst Memorial Hight School 1988 — 1992
High School, College Prep
Spectrum Medical Group November 2011 - Present
York Hospital May 2004 - November 2011
Forum Financial Group June 1998 - April 2003
Skills
Applicant Tracking..., Onboarding, Recruiters, Recruiting, Employee Benefits, Employee Relations, Talent Acquisition, HRIS, Performance Management, Human Resources, Organizational..., Internet Recruiting, New Hire Orientations, HIPAA, Healthcare, Talent Management, Sourcing, Management, Training
Education
Thomas College 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
John Bapst Memorial Hight School 1988 — 1992
High School, College Prep
Patricia Fields Patricia Fields's Forum Financial Group Experience October 2001 - 2003
Job Account Manager at Stone Coast Fund Services
Industry Financial Services
Experience
Stone Coast Fund Services December 2013 - Present
Atlantic Fund Services June 2008 - September 2013
Citi 2003 - 2008
Forum Financial Group October 2001 - 2003
Skills
Fund Accounting, Account Reconciliation, Portfolio Management
Education
University of Washington 1995 — 1997
Bachelor of Arts (BA), American/United States Studies/Civilization
Santa Rosa Junior College 1992 — 1994
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Stone Coast Fund Services December 2013 - Present
Atlantic Fund Services June 2008 - September 2013
Citi 2003 - 2008
Forum Financial Group October 2001 - 2003
Skills
Fund Accounting, Account Reconciliation, Portfolio Management
Education
University of Washington 1995 — 1997
Bachelor of Arts (BA), American/United States Studies/Civilization
Santa Rosa Junior College 1992 — 1994
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Jeff Richard Jeff Richard's Forum Financial Group Experience January 1997 - April 2001
Job Royal Philips, Senior Director, Technology
Industry Information Services
Experience
Philips Electronics May 2012 - Present
Citigroup June 2010 - June 2012
Fidelity Investments March 2007 - June 2010
Investors Bank & Trust May 2001 - February 2007
Forum Financial Group January 1997 - April 2001
Skills
IT Strategy, Technology Evaluation, Strategic Planning, Middle Office, Fund Accounting, Architecture, Enterprise Architecture, IT Governance, Master Data Management, Vendor Management, SDLC, Application Architecture, Offshoring, IT Management, SOA, Data Warehousing, Software Development..., Outsourcing, Agile Project Management, Equities, IT Transformation, Application Development, Business Intelligence, Solution Architecture, Integration, ETL, Trading Systems, Data Quality, Financial Services, Software Development, Business Analysis, EAI, Governance, Enterprise Software, Strategy, Project Portfolio..., Java Enterprise Edition, PMO, Business Process Design, Information Technology, Architectures, Middleware, PMP, Software Project..., Agile Methodologies
Education
University of Phoenix
Bachelors, Business Management
Philips Electronics May 2012 - Present
Citigroup June 2010 - June 2012
Fidelity Investments March 2007 - June 2010
Investors Bank & Trust May 2001 - February 2007
Forum Financial Group January 1997 - April 2001
Skills
IT Strategy, Technology Evaluation, Strategic Planning, Middle Office, Fund Accounting, Architecture, Enterprise Architecture, IT Governance, Master Data Management, Vendor Management, SDLC, Application Architecture, Offshoring, IT Management, SOA, Data Warehousing, Software Development..., Outsourcing, Agile Project Management, Equities, IT Transformation, Application Development, Business Intelligence, Solution Architecture, Integration, ETL, Trading Systems, Data Quality, Financial Services, Software Development, Business Analysis, EAI, Governance, Enterprise Software, Strategy, Project Portfolio..., Java Enterprise Edition, PMO, Business Process Design, Information Technology, Architectures, Middleware, PMP, Software Project..., Agile Methodologies
Education
University of Phoenix
Bachelors, Business Management
Blaine Riggle Blaine Riggle's Forum Financial Group Experience 1998 - 2003
Job AVP & Senior Counsel at Unum
Industry Insurance
Experience
Unum 2004 - Present
Forum Financial Group 1998 - 2003
Wright Express Corporation 1997 - 1998
Friedman & Babcock 1994 - 1997
Education
University of Maine School of Law 1990 — 1993
JD
Cornell University 1985 — 1989
Bachelor of Arts (B.A.), Political Science and Government
Unum 2004 - Present
Forum Financial Group 1998 - 2003
Wright Express Corporation 1997 - 1998
Friedman & Babcock 1994 - 1997
Education
University of Maine School of Law 1990 — 1993
JD
Cornell University 1985 — 1989
Bachelor of Arts (B.A.), Political Science and Government
Jay Schumacher Jay Schumacher's Forum Financial Group Experience 1999 - 2001
Job Director, New Busines Audit
Industry Financial Services
Experience
Lincoln Financial Group January 2015 - Present
Lincoln Financial Group November 2010 - January 2015
Granite State Communications December 2007 - October 2010
Callogix 2006 - 2007
Providian Financial 2005 - 2007
Abacus Communications 2001 - 2005
Forum Financial Group 1999 - 2001
MBNA 1995 - 1999
US Navy VFA-151 1987 - 1991
Skills
Customer Service, Management, Sales, Team Building, Call Center, Salesforce.com, Insurance, Coaching, Strategic Planning, Telecommunications, Leadership, Team Leadership, Performance Management, Sales Management, New Business Development, Call Centers, Operations Management, Customer Retention
Education
University of Maine 1991 — 1995
BA, Business Management
US Navy 1987 — 1991
Hamilton Central
Leadership Greater Concord 2012
Lincoln Financial Group January 2015 - Present
Lincoln Financial Group November 2010 - January 2015
Granite State Communications December 2007 - October 2010
Callogix 2006 - 2007
Providian Financial 2005 - 2007
Abacus Communications 2001 - 2005
Forum Financial Group 1999 - 2001
MBNA 1995 - 1999
US Navy VFA-151 1987 - 1991
Skills
Customer Service, Management, Sales, Team Building, Call Center, Salesforce.com, Insurance, Coaching, Strategic Planning, Telecommunications, Leadership, Team Leadership, Performance Management, Sales Management, New Business Development, Call Centers, Operations Management, Customer Retention
Education
University of Maine 1991 — 1995
BA, Business Management
US Navy 1987 — 1991
Hamilton Central
Leadership Greater Concord 2012
Anthony Bessey Anthony Bessey's Forum Financial Group Experience December 1996 - December 1999
Job Senior District Executive at Pine Tree Council, BSA
Industry Nonprofit Organization Management
Experience
Pine Tree Council, BSA August 2014 - Present
YourMaineNotary September 2011 - August 2014
Speedy Deliveries August 2011 - February 2014
Pine Tree Council, BSA October 2006 - August 2011
Anthony J. Bessey, Notary Signing Agent August 2002 - September 2006
Alpha One November 2000 - July 2002
Upstream LLC December 1999 - September 2000
Forum Financial Group December 1996 - December 1999
Point Sebago Golf and Beach Resort May 1996 - November 1996
Skills
Project Planning, Sales, Program Management, Process Improvement, Management, Leadership, Purchasing, Finance, Business Development, Team Building, Business Planning, Operations Management, Training, Coaching, Contract Negotiation, Negotiation, Marketing, Public Speaking, Executive Management, Event Planning, Public Relations, Marketing Strategy, Entrepreneurship, Account Management, Leadership Development, Nonprofits, Budgets, Social Media
Education
University of Maine 1991 — 1996
BS in Business Administration, Accounting
Pine Tree Council, BSA August 2014 - Present
YourMaineNotary September 2011 - August 2014
Speedy Deliveries August 2011 - February 2014
Pine Tree Council, BSA October 2006 - August 2011
Anthony J. Bessey, Notary Signing Agent August 2002 - September 2006
Alpha One November 2000 - July 2002
Upstream LLC December 1999 - September 2000
Forum Financial Group December 1996 - December 1999
Point Sebago Golf and Beach Resort May 1996 - November 1996
Skills
Project Planning, Sales, Program Management, Process Improvement, Management, Leadership, Purchasing, Finance, Business Development, Team Building, Business Planning, Operations Management, Training, Coaching, Contract Negotiation, Negotiation, Marketing, Public Speaking, Executive Management, Event Planning, Public Relations, Marketing Strategy, Entrepreneurship, Account Management, Leadership Development, Nonprofits, Budgets, Social Media
Education
University of Maine 1991 — 1996
BS in Business Administration, Accounting
Adam Duplisea Adam Duplisea's Forum Financial Group Experience January 2001 - January 2003
Job Medical Devices Professional
Industry Medical Devices
Experience
Olympus June 2013 - Present
Kairos Surgical December 2012 - June 2013
Pentax Medical Company July 2006 - May 2012
Allied Home Mortgage March 2004 - July 2006
Reynolds Motorsports January 2003 - March 2004
Forum Financial Group January 2001 - January 2003
Forum Financal Group June 2000 - January 2001
Skills
Dependable Team Player, Organized self-starter, Cost Efficiency, Forward Thinking, Professional Experience, Highly Reliable, Easily Adaptable, Consideration, Highly Ambitious, loyal, Work Well Independently, Constructive, Resourceful..., Microsoft CRM, Microsoft Office, Training, Surgeons, Sales Operations, Disposables, Capital Equipment, Selling, Problem Solving, Sales, Product Launch, Medical Devices, Sales Management, Healthcare, Account Management
Education
University of Maine 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Maine Central Institute 1992 — 1996
Olympus June 2013 - Present
Kairos Surgical December 2012 - June 2013
Pentax Medical Company July 2006 - May 2012
Allied Home Mortgage March 2004 - July 2006
Reynolds Motorsports January 2003 - March 2004
Forum Financial Group January 2001 - January 2003
Forum Financal Group June 2000 - January 2001
Skills
Dependable Team Player, Organized self-starter, Cost Efficiency, Forward Thinking, Professional Experience, Highly Reliable, Easily Adaptable, Consideration, Highly Ambitious, loyal, Work Well Independently, Constructive, Resourceful..., Microsoft CRM, Microsoft Office, Training, Surgeons, Sales Operations, Disposables, Capital Equipment, Selling, Problem Solving, Sales, Product Launch, Medical Devices, Sales Management, Healthcare, Account Management
Education
University of Maine 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Maine Central Institute 1992 — 1996
Trisha Doyon Trisha Doyon's Forum Financial Group Experience July 2002 - October 2003
Job Manager, Financial Administration at Atlantic Fund Services
Industry Financial Services
Experience
Atlantic Fund Services July 2013 - Present
Atlantic Fund Services July 2008 - July 2013
Citigroup GTS February 2004 - June 2008
Forum Financial Group July 2002 - October 2003
Education
Thomas College
Bachelor of Science (B.S.), Business Administration
Wisdom High School 1994 — 1998
Atlantic Fund Services July 2013 - Present
Atlantic Fund Services July 2008 - July 2013
Citigroup GTS February 2004 - June 2008
Forum Financial Group July 2002 - October 2003
Education
Thomas College
Bachelor of Science (B.S.), Business Administration
Wisdom High School 1994 — 1998
Anngela Smith, CPA's Forum Financial Group Experience 2002 - February 2003
Job CPA working in Child Care
Industry Accounting
Experience
Heidi's House Child Care Center April 2015 - Present
L.L.Bean October 2011 - April 2015
TD Bank 2003 - October 2011
Otis Atwell 2006 - 2008
Forum Financial Group 2002 - February 2003
Investors Bank & Trust 1998 - 2001
Wal-Mart 1993 - 1998
Skills
Finance, Financial Reporting, Accounting, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Auditing, Forecasting, Financial Accounting, Internal Audit, Financial Modeling, General Ledger, Strategic Financial..., Management, Corporate Finance, Process Improvement, Financial Planning
Education
University of Southern Maine - School of Business 2002 — 2006
MSA, Accounting
Thomas College 1990 — 1993
BS, Economics/Finance
Heidi's House Child Care Center April 2015 - Present
L.L.Bean October 2011 - April 2015
TD Bank 2003 - October 2011
Otis Atwell 2006 - 2008
Forum Financial Group 2002 - February 2003
Investors Bank & Trust 1998 - 2001
Wal-Mart 1993 - 1998
Skills
Finance, Financial Reporting, Accounting, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Auditing, Forecasting, Financial Accounting, Internal Audit, Financial Modeling, General Ledger, Strategic Financial..., Management, Corporate Finance, Process Improvement, Financial Planning
Education
University of Southern Maine - School of Business 2002 — 2006
MSA, Accounting
Thomas College 1990 — 1993
BS, Economics/Finance
Josh Chase CFP® Josh Chase CFP®'s Forum Financial Group Experience 2000 - 2004
Job Financial Advisor at Lebel & Harriman, LLP
Industry Financial Services
Experience
Lebel & Harriman, LLP July 2012 - Present
Junior Achievement of Maine April 2010 - Present
Society of Financial Service Professionals 2009 - Present
Maine Wood Products Association 2009 - January 2015
Chase Financial Solutions September 2010 - July 2012
Healey & Associates December 2003 - September 2010
Forum Financial Group 2000 - 2004
Skills
Series 7, Employee Benefits, Health Insurance, Series 63, Retirement Planning, Retirement, Fixed Annuities, Estate Planning, Strategic Financial..., Wealth Management, Financial Planners, Investments, 401k, Life Insurance, Mutual Funds
Education
Merrimack College 2006 — 2008
CAS, Financial Planning
University of Maine 1993 — 1997
BA, Mass Communication
Cheverus High School 1989 — 1993
Lebel & Harriman, LLP July 2012 - Present
Junior Achievement of Maine April 2010 - Present
Society of Financial Service Professionals 2009 - Present
Maine Wood Products Association 2009 - January 2015
Chase Financial Solutions September 2010 - July 2012
Healey & Associates December 2003 - September 2010
Forum Financial Group 2000 - 2004
Skills
Series 7, Employee Benefits, Health Insurance, Series 63, Retirement Planning, Retirement, Fixed Annuities, Estate Planning, Strategic Financial..., Wealth Management, Financial Planners, Investments, 401k, Life Insurance, Mutual Funds
Education
Merrimack College 2006 — 2008
CAS, Financial Planning
University of Maine 1993 — 1997
BA, Mass Communication
Cheverus High School 1989 — 1993
Janice Nadeau, SPHR, SHRM-SCP Janice Nadeau, SPHR, SHRM-SCP's Forum Financial Group Experience 1993 - 2003
Job Vice President of Human Resources at Sweetser
Industry Human Resources
Experience
Sweetser December 2014 - Present
Kemp Goldberg Partners November 2008 - December 2014
Citigroup 1993 - 2008
Forum Financial Group 1993 - 2003
Skills
Human Resources, Recruiting, Deferred Compensation, Employee Relations, Management, Leadership, Hiring, Personnel Management, Onboarding, Talent Management, Performance Management, HRIS, Time Management, Employee Benefits, Succession Planning, Talent Acquisition, Mergers & Acquisitions, Employee Engagement, Interviews, Applicant Tracking..., Benefits Administration, Organizational..., Employment Law, HR Policies, Compensation Structures, Strategic Human...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Business of Human Resources
Biddeford High School
Sweetser December 2014 - Present
Kemp Goldberg Partners November 2008 - December 2014
Citigroup 1993 - 2008
Forum Financial Group 1993 - 2003
Skills
Human Resources, Recruiting, Deferred Compensation, Employee Relations, Management, Leadership, Hiring, Personnel Management, Onboarding, Talent Management, Performance Management, HRIS, Time Management, Employee Benefits, Succession Planning, Talent Acquisition, Mergers & Acquisitions, Employee Engagement, Interviews, Applicant Tracking..., Benefits Administration, Organizational..., Employment Law, HR Policies, Compensation Structures, Strategic Human...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Business of Human Resources
Biddeford High School
Mr.Adam Jakubski's Forum Financial Group Experience July 1994 - March 2001
Job International Trade and Development Consultant and Contractor
Industry International Trade and Development
Experience
International East Coast Consulting January 1992 - Present
Allegience Financial Group March 2002 - November 2003
Forum Financial Group July 1994 - March 2001
Education
1974 — 1980
International East Coast Consulting January 1992 - Present
Allegience Financial Group March 2002 - November 2003
Forum Financial Group July 1994 - March 2001
Education
1974 — 1980
Jason Glidden's Forum Financial Group Experience September 2002 - December 2003
Job Head of Operations and Technology at Stone Coast Fund Services, LLC
Industry Financial Services
Experience
Stone Coast Fund Services, LLC January 2010 - Present
Stone Coast Fund Services, LLC March 2007 - January 2010
Citigroup Fund Services January 2007 - March 2007
Citigroup Fund Services January 2006 - January 2007
Citigroup Fund Services December 2003 - January 2006
Forum Financial Group September 2002 - December 2003
Forum Financial Group April 2001 - September 2002
Forum Financial Group June 2000 - April 2001
Skills
Hedge Funds, Fund Administration, Alternative Investments, Bloomberg, Equities, Derivatives, Series 7, Portfolio Management, Fund Accounting, Bloomberg Terminal
Education
University of Maine 1998 — 2000
BS, Agri-Business Management and Resource Economics and Policy
University of Maine 1992 — 1996
AS, Business Management and Data Processing
Stone Coast Fund Services, LLC January 2010 - Present
Stone Coast Fund Services, LLC March 2007 - January 2010
Citigroup Fund Services January 2007 - March 2007
Citigroup Fund Services January 2006 - January 2007
Citigroup Fund Services December 2003 - January 2006
Forum Financial Group September 2002 - December 2003
Forum Financial Group April 2001 - September 2002
Forum Financial Group June 2000 - April 2001
Skills
Hedge Funds, Fund Administration, Alternative Investments, Bloomberg, Equities, Derivatives, Series 7, Portfolio Management, Fund Accounting, Bloomberg Terminal
Education
University of Maine 1998 — 2000
BS, Agri-Business Management and Resource Economics and Policy
University of Maine 1992 — 1996
AS, Business Management and Data Processing
Brian Ney's Forum Financial Group Experience 2002 - 2003
Job Financial Profitability Manager at TD Bank
Industry Banking
Experience
TD Bank May 2012 - Present
TD Bank November 2010 - June 2012
TD Bank March 2010 - October 2010
TD Bank March 2004 - March 2010
Forum Financial Group 2002 - 2003
Forum Financial Group 2000 - 2002
Forum Financial Group 1998 - 2000
Skills
Financial Analysis, Finance, Loans, Analysis, Budgets, Financial Risk, Management, Derivatives, Commercial Lending, Analytics, Financial Modeling, Financial Reporting, Portfolio Management, Banking, Risk Management, Accounting, Investments, Credit Analysis, Strategic Financial..., Forecasting, Business Analysis, Corporate Finance, Financial Services, Mutual Funds
Education
University of New Hampshire - Whittemore School of Business and Economics 1992 — 1996
BS, Business Administration
TD Bank May 2012 - Present
TD Bank November 2010 - June 2012
TD Bank March 2010 - October 2010
TD Bank March 2004 - March 2010
Forum Financial Group 2002 - 2003
Forum Financial Group 2000 - 2002
Forum Financial Group 1998 - 2000
Skills
Financial Analysis, Finance, Loans, Analysis, Budgets, Financial Risk, Management, Derivatives, Commercial Lending, Analytics, Financial Modeling, Financial Reporting, Portfolio Management, Banking, Risk Management, Accounting, Investments, Credit Analysis, Strategic Financial..., Forecasting, Business Analysis, Corporate Finance, Financial Services, Mutual Funds
Education
University of New Hampshire - Whittemore School of Business and Economics 1992 — 1996
BS, Business Administration
Jeffrey McConnell, MBA, PMP's Forum Financial Group Experience January 2002 - April 2003
Job Principal Consultant at Sev1Tech
Industry Information Technology and Services
Experience
Sev1Tech June 2014 - Present
Cigna February 2014 - June 2014
TD Bank Group September 2011 - January 2014
Blue Cross Blue Shield of North Carolina November 2007 - August 2011
IDEXX Laboratories June 2006 - October 2007
IDEXX Laboratories December 2004 - May 2006
IDEXX Laboratories May 2003 - November 2004
Forum Financial Group January 2002 - April 2003
SunGard Securities Processing November 2000 - December 2001
Skills
Business Analysis, Process Improvement, Project Management, Software Project..., Management, Budgets, Strategy, Business Process, Vendor Management, SDLC, Program Management, Cross-functional Team..., Business Process..., Project Portfolio..., PMP
Education
Colorado State University 2010 — 2012
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Keene State College 1993 — 1996
Bachelor's degree, Business Administration and Management, General
Sev1Tech June 2014 - Present
Cigna February 2014 - June 2014
TD Bank Group September 2011 - January 2014
Blue Cross Blue Shield of North Carolina November 2007 - August 2011
IDEXX Laboratories June 2006 - October 2007
IDEXX Laboratories December 2004 - May 2006
IDEXX Laboratories May 2003 - November 2004
Forum Financial Group January 2002 - April 2003
SunGard Securities Processing November 2000 - December 2001
Skills
Business Analysis, Process Improvement, Project Management, Software Project..., Management, Budgets, Strategy, Business Process, Vendor Management, SDLC, Program Management, Cross-functional Team..., Business Process..., Project Portfolio..., PMP
Education
Colorado State University 2010 — 2012
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Keene State College 1993 — 1996
Bachelor's degree, Business Administration and Management, General
Jason Baylis's Forum Financial Group Experience June 2000 - June 2002
Job Product Manager, NA at Methanex Corporation
Industry Chemicals
Experience
Methanex Corporation February 2013 - Present
Methanex Corporation November 2011 - January 2013
Methanex Corporation June 2009 - October 2011
Pioneer Investments September 2003 - July 2007
State Street Bank June 2002 - September 2003
Forum Financial Group June 2000 - June 2002
Education
Southern Methodist University - Cox School of Business 2007 — 2009
University of Maine 1996 — 2000
Bachelor of Science, Business Administration
Methanex Corporation February 2013 - Present
Methanex Corporation November 2011 - January 2013
Methanex Corporation June 2009 - October 2011
Pioneer Investments September 2003 - July 2007
State Street Bank June 2002 - September 2003
Forum Financial Group June 2000 - June 2002
Education
Southern Methodist University - Cox School of Business 2007 — 2009
University of Maine 1996 — 2000
Bachelor of Science, Business Administration
Eric Gunn's Forum Financial Group Experience August 1995 - November 2002
Job Systems Developer at Martin's Point Health Care
Industry Hospital & Health Care
Experience
Martin's Point Health Care March 2008 - Present
Maine Medical Center April 2003 - March 2008
Forum Financial Group August 1995 - November 2002
Skills
Web Services, Visual Studio, VB.NET, SQL, Databases, XML, ASP.NET MVC, LINQ, JavaScript, jQuery, Database Design, CSS, HTML, Healthcare, Active Directory, IIS, HIPAA, T-SQL, EMR, EHR, Microsoft SQL Server, Software Documentation, Servers, Healthcare Information..., Business Analysis
Education
University of Maine 1987 — 1992
BA, Computer Science
Martin's Point Health Care March 2008 - Present
Maine Medical Center April 2003 - March 2008
Forum Financial Group August 1995 - November 2002
Skills
Web Services, Visual Studio, VB.NET, SQL, Databases, XML, ASP.NET MVC, LINQ, JavaScript, jQuery, Database Design, CSS, HTML, Healthcare, Active Directory, IIS, HIPAA, T-SQL, EMR, EHR, Microsoft SQL Server, Software Documentation, Servers, Healthcare Information..., Business Analysis
Education
University of Maine 1987 — 1992
BA, Computer Science
Jessica Chase's Forum Financial Group Experience July 2001 - November 2003
Job Senior Vice President Business Development at Atlantic Fund Services
Industry Financial Services
Experience
Atlantic Fund Services December 2008 - Present
Atlantic Fund Services January 2008 - December 2008
Citigroup August 2005 - December 2007
Citigroup November 2003 - August 2005
Forum Financial Group July 2001 - November 2003
Fidelity Investments September 1999 - July 2001
Fidelity Investments June 1996 - September 1999
The Bank of New York February 1994 - June 1996
Skills
Mutual Funds, Financial Services, Hedge Funds, Fund Accounting, Securities, Business Analysis, Financial Analysis, Asset Managment, Equities, Vendor Management, Portfolio Management, Relationship Management, Fixed Income, Investments, Fund Administration
Education
University of Maine 1991 — 2001
Bachelor of Science, Accounting
Atlantic Fund Services December 2008 - Present
Atlantic Fund Services January 2008 - December 2008
Citigroup August 2005 - December 2007
Citigroup November 2003 - August 2005
Forum Financial Group July 2001 - November 2003
Fidelity Investments September 1999 - July 2001
Fidelity Investments June 1996 - September 1999
The Bank of New York February 1994 - June 1996
Skills
Mutual Funds, Financial Services, Hedge Funds, Fund Accounting, Securities, Business Analysis, Financial Analysis, Asset Managment, Equities, Vendor Management, Portfolio Management, Relationship Management, Fixed Income, Investments, Fund Administration
Education
University of Maine 1991 — 2001
Bachelor of Science, Accounting
Jon Haskins's Forum Financial Group Experience 2001 - 2005
Job Business Analyst at Stone Coast Fund Services
Industry Financial Services
Experience
Stone Coast Fund Services February 2013 - Present
Stone Coast Fund Services August 2012 - January 2013
Stone Coast Fund Services January 2011 - August 2012
Unitil Service Corp. August 2010 - December 2010
Unum June 2010 - August 2010
Iberdrola USA Management Corporation August 2007 - June 2010
Utility Shared Services Corporation August 2005 - August 2007
Citi Group 2001 - 2005
Forum Financial Group 2001 - 2005
Skills
Fund Accounting, Process Improvement, Account Reconciliation, Microsoft Excel, Accounting, Fund Administration, Hedge Funds, Corporate Finance, Equities, Financial Reporting, Bloomberg Terminal, Financial Analysis, Financial Services, Alternative Investments, Finance
Education
Husson University 2012 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Husson College 2007 — 2010
Masters of Science, Business
University of Maine 1990 — 1995
Bachelor's degree, Education
Stone Coast Fund Services February 2013 - Present
Stone Coast Fund Services August 2012 - January 2013
Stone Coast Fund Services January 2011 - August 2012
Unitil Service Corp. August 2010 - December 2010
Unum June 2010 - August 2010
Iberdrola USA Management Corporation August 2007 - June 2010
Utility Shared Services Corporation August 2005 - August 2007
Citi Group 2001 - 2005
Forum Financial Group 2001 - 2005
Skills
Fund Accounting, Process Improvement, Account Reconciliation, Microsoft Excel, Accounting, Fund Administration, Hedge Funds, Corporate Finance, Equities, Financial Reporting, Bloomberg Terminal, Financial Analysis, Financial Services, Alternative Investments, Finance
Education
Husson University 2012 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Husson College 2007 — 2010
Masters of Science, Business
University of Maine 1990 — 1995
Bachelor's degree, Education
Bill Jorgensen's Forum Financial Group Experience 1997 - 2001
Job Account Manager at Stone Coast Fund Services
Industry Financial Services
Experience
Stone Coast Fund Services January 2008 - Present
Citibank 2007 - 2007
Wellington Management 2004 - 2007
Investors Bank & Trust 2001 - 2004
Forum Financial Group 1997 - 2001
Education
Southern New Hampshire University 1993 — 1997
Lawrence High School
Stone Coast Fund Services January 2008 - Present
Citibank 2007 - 2007
Wellington Management 2004 - 2007
Investors Bank & Trust 2001 - 2004
Forum Financial Group 1997 - 2001
Education
Southern New Hampshire University 1993 — 1997
Lawrence High School
Jeff Larochelle's Forum Financial Group Experience June 2001 - September 2004
Job Account Manager/Tax Manager at Stone Coast Fund Services
Industry Financial Services
Experience
Stone Coast Fund Services March 2008 - Present
Stone Coast Fund Services March 2008 - Present
Citigroup October 2005 - March 2008
Citigroup September 2004 - October 2005
Forum Financial Group June 2001 - September 2004
Forum Financial Group August 1999 - June 2001
Skills
Fund Administration, Hedge Funds, Equities, Fund Accounting, Financial Services, Accounting, Financial Reporting, Mutual Funds, Tax
Education
University of Maine at Augusta 1994 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance
University of Maine 1992 — 1998
Stone Coast Fund Services March 2008 - Present
Stone Coast Fund Services March 2008 - Present
Citigroup October 2005 - March 2008
Citigroup September 2004 - October 2005
Forum Financial Group June 2001 - September 2004
Forum Financial Group August 1999 - June 2001
Skills
Fund Administration, Hedge Funds, Equities, Fund Accounting, Financial Services, Accounting, Financial Reporting, Mutual Funds, Tax
Education
University of Maine at Augusta 1994 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance
University of Maine 1992 — 1998
Meg Fenderson's Forum Financial Group Experience 1995 - 1999
Job Director, Management Information Services at GH Berlin Windward, CPA, PMP
Industry Wholesale
Experience
GH Berlin Windward October 2011 - Present
Windward Petroleum December 2004 - October 2011
Maine Lubrication Service 1999 - 2004
Forum Financial Group 1995 - 1999
Coopers and Lybrand 1990 - 1995
Skills
Business Process..., Financial Reporting, Business Development, Process Improvement, Team Building, Purchasing, Accounting, Financial Analysis, Budgets, Strategic Planning, Project Management, ERP, Account Management, Business Analysis, Business Intelligence, Forecasting, Leadership, Management, Finance
Education
Simmons College
Bachelor of Arts (B.A.), Accounting
GH Berlin Windward October 2011 - Present
Windward Petroleum December 2004 - October 2011
Maine Lubrication Service 1999 - 2004
Forum Financial Group 1995 - 1999
Coopers and Lybrand 1990 - 1995
Skills
Business Process..., Financial Reporting, Business Development, Process Improvement, Team Building, Purchasing, Accounting, Financial Analysis, Budgets, Strategic Planning, Project Management, ERP, Account Management, Business Analysis, Business Intelligence, Forecasting, Leadership, Management, Finance
Education
Simmons College
Bachelor of Arts (B.A.), Accounting
Monica Boissonneault's Forum Financial Group Experience 1998 - 2000
Job Compliance Specialist at Foreside Financial Group, LLC
Industry Financial Services
Experience
Foreside Financial Group, LLC June 2011 - Present
Iberdrola September 2008 - June 2011
Citigroup April 2006 - May 2008
CITIGROUP (originally Forum Financial Group, acquired in 2003) 2000 - 2006
Forum Financial Group 1998 - 2000
Forum Financial Group 1996 - 1998
Forum Financial Group August 1995 - 1996
STATE STREET BANK & TRUST January 1993 - August 1995
Skills
Accounting, Outlook, Microsoft Excel, Microsoft Word, Cash Management, Customer Service, Crystal Reports, Quality Control, Mutual Funds, Risk Management, Account Reconciliation, Fund Accounting, Analysis, Business Analysis, Finance, Internal Controls, Financial Services, Access, Leadership, Management, Securities, Investments, Banking, Insurance, Asset Management
Education
Nichols College 1987 — 1991
Bachelors, Accounting
Foreside Financial Group, LLC June 2011 - Present
Iberdrola September 2008 - June 2011
Citigroup April 2006 - May 2008
CITIGROUP (originally Forum Financial Group, acquired in 2003) 2000 - 2006
Forum Financial Group 1998 - 2000
Forum Financial Group 1996 - 1998
Forum Financial Group August 1995 - 1996
STATE STREET BANK & TRUST January 1993 - August 1995
Skills
Accounting, Outlook, Microsoft Excel, Microsoft Word, Cash Management, Customer Service, Crystal Reports, Quality Control, Mutual Funds, Risk Management, Account Reconciliation, Fund Accounting, Analysis, Business Analysis, Finance, Internal Controls, Financial Services, Access, Leadership, Management, Securities, Investments, Banking, Insurance, Asset Management
Education
Nichols College 1987 — 1991
Bachelors, Accounting
Nancy O'Sullivan's Forum Financial Group Experience 1996 - 1998
Job Consultant, Financial Management & Accounting
Industry Accounting
Experience
Self Employed Financial Consultant April 2014 - Present
Forum Financial Group 1996 - 1998
The Boston Company 1989 - 1996
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teaching, Auditing, Tutoring, Bookkeeping, Accounting, Payroll, Access, Customer Service, Research, QuickBooks, Data Analysis
Education
Boston University Graduate School of Management 1992 — 1996
MBA
Colby College 1985 — 1989
BA, Mathematics
Boston Latin School
Self Employed Financial Consultant April 2014 - Present
Forum Financial Group 1996 - 1998
The Boston Company 1989 - 1996
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teaching, Auditing, Tutoring, Bookkeeping, Accounting, Payroll, Access, Customer Service, Research, QuickBooks, Data Analysis
Education
Boston University Graduate School of Management 1992 — 1996
MBA
Colby College 1985 — 1989
BA, Mathematics
Boston Latin School
Mike McKeen's Forum Financial Group Experience June 1993 - December 2004
Job Senior Manager at Atlantic Fund Administration
Industry Financial Services
Experience
Atlantic Fund Services July 2008 - Present
Citi December 2004 - July 2008
Forum Financial Group June 1993 - December 2004
Skills
Financial Services, Fund Administration, Hedge Funds, Mutual Funds, Portfolio Management, Valuation, Fund Accounting, Fixed Income, Securities, Financial Analysis
Education
University of Maine 1989 — 1993
Business, Finance
Atlantic Fund Services July 2008 - Present
Citi December 2004 - July 2008
Forum Financial Group June 1993 - December 2004
Skills
Financial Services, Fund Administration, Hedge Funds, Mutual Funds, Portfolio Management, Valuation, Fund Accounting, Fixed Income, Securities, Financial Analysis
Education
University of Maine 1989 — 1993
Business, Finance
Alysse Mirisola's Forum Financial Group Experience April 2000 - August 2002
Job Site Manager at Vertafore
Industry Financial Services
Experience
Vertafore September 2011 - Present
Premera Blue Cross March 2009 - September 2011
Seligman Data Corp August 2002 - July 2008
Forum Financial Group April 2000 - August 2002
First Trust Corp February 1996 - March 2000
Education
Nichols College
BS, Accounting
Vertafore September 2011 - Present
Premera Blue Cross March 2009 - September 2011
Seligman Data Corp August 2002 - July 2008
Forum Financial Group April 2000 - August 2002
First Trust Corp February 1996 - March 2000
Education
Nichols College
BS, Accounting
Dana Lukens's Forum Financial Group Experience 1995 - 1999
Job Partner at Bernstein Shur
Industry Law Practice
Experience
Bernstein Shur January 2009 - Present
Citigroup 2003 - 2008
Citibank 2003 - 2008
Clareon Corporation 1999 - 2001
Forum Financial Group 1995 - 1999
Skills
Securities Regulation, Litigation, Securities, Legal Writing, Team Leadership, Corporate Law, Start-ups
Education
Boston University School of Law 1987 — 1990
J.D., Law
Bates College 1980 — 1984
B.A., Philosophy
Bernstein Shur January 2009 - Present
Citigroup 2003 - 2008
Citibank 2003 - 2008
Clareon Corporation 1999 - 2001
Forum Financial Group 1995 - 1999
Skills
Securities Regulation, Litigation, Securities, Legal Writing, Team Leadership, Corporate Law, Start-ups
Education
Boston University School of Law 1987 — 1990
J.D., Law
Bates College 1980 — 1984
B.A., Philosophy
Max Berueffy's Forum Financial Group Experience May 1994 - June 1998
Job Senior Associate Counsel at Protective Life
Industry Insurance
Experience
Protective Life September 2006 - Present
Harbert Management Corporation 2003 - 2007
Harbert Management Corporation August 2003 - July 2006
Forum Financial Group May 1994 - June 1998
US Securities and Exchange Commission 1987 - 1994
Education
University of California, Davis - School of Law 1980 — 1983
J.D., Law
Grinnell College 1970 — 1974
B.A., Classical Languages
Protective Life September 2006 - Present
Harbert Management Corporation 2003 - 2007
Harbert Management Corporation August 2003 - July 2006
Forum Financial Group May 1994 - June 1998
US Securities and Exchange Commission 1987 - 1994
Education
University of California, Davis - School of Law 1980 — 1983
J.D., Law
Grinnell College 1970 — 1974
B.A., Classical Languages
Carl Falvey's Forum Financial Group Experience February 2002 - March 2003
Job Product Manager at Fidelity
Industry Financial Services
Experience
Fidelity September 2012 - Present
Fidelity November 2011 - September 2012
Yale University February 2011 - November 2011
Investment Accounting Yale University June 2007 - October 2010
Citigroup November 2004 - June 2007
Citigroup March 2003 - November 2004
Forum Financial Group February 2002 - March 2003
Skills
Series 7, Series 63, Pragmatic Marketing..., Investments
Education
Ithaca College 1997 — 2001
BS, Sport Administration
Fidelity September 2012 - Present
Fidelity November 2011 - September 2012
Yale University February 2011 - November 2011
Investment Accounting Yale University June 2007 - October 2010
Citigroup November 2004 - June 2007
Citigroup March 2003 - November 2004
Forum Financial Group February 2002 - March 2003
Skills
Series 7, Series 63, Pragmatic Marketing..., Investments
Education
Ithaca College 1997 — 2001
BS, Sport Administration
Kati Morrell's Forum Financial Group Experience 2002 - 2003
Job Assistant Portfolio Manager at Spinnaker Trust
Industry Investment Management
Experience
Spinnaker Trust February 2012 - Present
WEX Inc. (NYSE: WEX) September 2009 - February 2012
Citigroup 2004 - 2008
Unum 2003 - 2004
Forum Financial Group 2002 - 2003
Skills
Portfolio Management, Alternative Investments, Mutual Funds, Strategy, Financial Analysis, Equities, Strategic Financial..., Due Diligence, Financial Modeling, Banking, Bloomberg, Financial Reporting, Tax, Investments, Corporate Finance
Education
Thomas College 1998 — 2002
Bachelors, Finance/Economics
Spinnaker Trust February 2012 - Present
WEX Inc. (NYSE: WEX) September 2009 - February 2012
Citigroup 2004 - 2008
Unum 2003 - 2004
Forum Financial Group 2002 - 2003
Skills
Portfolio Management, Alternative Investments, Mutual Funds, Strategy, Financial Analysis, Equities, Strategic Financial..., Due Diligence, Financial Modeling, Banking, Bloomberg, Financial Reporting, Tax, Investments, Corporate Finance
Education
Thomas College 1998 — 2002
Bachelors, Finance/Economics
Daniel Tamkin's Forum Financial Group Experience October 1990 - April 2008
Job Partner at Freedom III Capital LLC
Industry Legal Services
Experience
Woodcliff holdings LLC January 2005 - Present
Freedom III Capital LLC April 2013 - Present
The Cambridge Towel Corporation January 1997 - Present
Bryan Cave June 2009 - January 2013
Forum Financial Group October 1990 - April 2008
Synergx Systems Inc 1998 - 2008
Blair Mills LLC 1991 - 2008
Polyair 1996 - 2005
Milgrim Thomajan 1986 - 1991
Skills
Venture Capital, Mergers & Acquisitions, Business Strategy, Management, Mergers, Private Equity, Finance, Equities, Real Estate, Joint Ventures, Strategic Planning, Portfolio Management, Team Building, Marketing, Retail, Legal Writing, Corporate Law, Nonprofits, Management Consulting
Education
New York University School of Law 1981 — 1984
JD, Law
Columbia University in the City of New York 1977 — 1981
AB, History and Political Science
Brookline high School
Woodcliff holdings LLC January 2005 - Present
Freedom III Capital LLC April 2013 - Present
The Cambridge Towel Corporation January 1997 - Present
Bryan Cave June 2009 - January 2013
Forum Financial Group October 1990 - April 2008
Synergx Systems Inc 1998 - 2008
Blair Mills LLC 1991 - 2008
Polyair 1996 - 2005
Milgrim Thomajan 1986 - 1991
Skills
Venture Capital, Mergers & Acquisitions, Business Strategy, Management, Mergers, Private Equity, Finance, Equities, Real Estate, Joint Ventures, Strategic Planning, Portfolio Management, Team Building, Marketing, Retail, Legal Writing, Corporate Law, Nonprofits, Management Consulting
Education
New York University School of Law 1981 — 1984
JD, Law
Columbia University in the City of New York 1977 — 1981
AB, History and Political Science
Brookline high School
Jeanne Levesque's Forum Financial Group Experience 2001 - 2002
Job Student
Industry International Affairs
Experience
University of Southern Maine January 2011 - Present
Unum 2003 - 2009
Forum Financial Group 2001 - 2002
Digital Research, Inc. 2000 - 2001
Education
University of Southern Maine 2011 — 2014
BS, International Studies/International Political Science
University of New England 2010 — 2010
Project Management
University of North Texas 1998 — 2000
BBA, Marketing
Deering High School
University of Southern Maine January 2011 - Present
Unum 2003 - 2009
Forum Financial Group 2001 - 2002
Digital Research, Inc. 2000 - 2001
Education
University of Southern Maine 2011 — 2014
BS, International Studies/International Political Science
University of New England 2010 — 2010
Project Management
University of North Texas 1998 — 2000
BBA, Marketing
Deering High School
Barbara Sinclair's Forum Financial Group Experience 1998 - 2005
Job Chief Financial Officer at Medical Mutual Insurance Company of Maine
Industry Insurance
Experience
Medical Mutual Insurance Company of Maine July 2013 - Present
Medical Mutual Insurance Company of Maine February 2006 - July 2013
Pepperell Bank & Trust 2005 - 2006
Forum Financial Group 1998 - 2005
AAA Northern New England May 1995 - June 1998
Fleet Bank of Maine 1991 - 1995
Maine Savings Bank 1983 - 1991
Macdonald Page & Co LLC June 1980 - February 1983
Skills
Financial Analysis, Financial Reporting, Banking, Financial Services, Mutual Funds, Accounting, Reinsurance, Internal Audit, Insurance, Business Analysis, Fund Accounting, Internal Controls, Budgets, Strategic Financial...
Education
Southern New Hampshire University 1985 — 1988
Master of Business Administration (MBA)
Thomas College 1976 — 1980
Bachelor of Science (B.S.), Accounting
Medical Mutual Insurance Company of Maine July 2013 - Present
Medical Mutual Insurance Company of Maine February 2006 - July 2013
Pepperell Bank & Trust 2005 - 2006
Forum Financial Group 1998 - 2005
AAA Northern New England May 1995 - June 1998
Fleet Bank of Maine 1991 - 1995
Maine Savings Bank 1983 - 1991
Macdonald Page & Co LLC June 1980 - February 1983
Skills
Financial Analysis, Financial Reporting, Banking, Financial Services, Mutual Funds, Accounting, Reinsurance, Internal Audit, Insurance, Business Analysis, Fund Accounting, Internal Controls, Budgets, Strategic Financial...
Education
Southern New Hampshire University 1985 — 1988
Master of Business Administration (MBA)
Thomas College 1976 — 1980
Bachelor of Science (B.S.), Accounting
Carolyn Champagne DiFillipo's Forum Financial Group Experience 1994 - 1996
Job Manager, Cash and Vendor Payment Services at AdvancePierre Foods
Industry Food Production
Experience
AdvancePierre Foods January 2015 - Present
AdvancePierre Foods, Inc. July 2012 - Present
Barber Foods January 2011 - June 2012
Barber Foods August 1997 - June 2012
Barber Foods May 1996 - July 1997
Forum Financial Group 1994 - 1996
State Street Bank & Trust Company 1990 - 1994
Skills
Treasury Management, Internal Controls, Cash Flow Forecasting, ACH, Electronic Funds..., Analytical Skills, Sales & Use Tax..., Communication, Bank Relationship..., Process Improvement, Institutional..., Cross-functional..., SAP Implementation, Acquisition Integration, Accounting, Credit Analysis, Disbursement
Education
Bentley University 1986 — 1990
Bachelor of Science, Finance
Richmond, The American International University in London
International Business
AdvancePierre Foods January 2015 - Present
AdvancePierre Foods, Inc. July 2012 - Present
Barber Foods January 2011 - June 2012
Barber Foods August 1997 - June 2012
Barber Foods May 1996 - July 1997
Forum Financial Group 1994 - 1996
State Street Bank & Trust Company 1990 - 1994
Skills
Treasury Management, Internal Controls, Cash Flow Forecasting, ACH, Electronic Funds..., Analytical Skills, Sales & Use Tax..., Communication, Bank Relationship..., Process Improvement, Institutional..., Cross-functional..., SAP Implementation, Acquisition Integration, Accounting, Credit Analysis, Disbursement
Education
Bentley University 1986 — 1990
Bachelor of Science, Finance
Richmond, The American International University in London
International Business
Kathleen Petrie's Forum Financial Group Experience September 2000 - March 2003
Job Group Manager Data Services at Stone Coast Fund Services
Industry Financial Services
Experience
Stone Coast Fund Services November 2012 - Present
Geiger Brothers March 2009 - September 2010
OneBeacon Insurance June 2007 - March 2009
Citigroup Fund Services October 2004 - June 2007
Citigroup Fund Services June 2004 - October 2004
Forum Financial Group September 2000 - March 2003
Skills
Leadership, Microsoft Office, Analysis, Marketing, Customer Service, Finance, Portfolio Management, Accounting, Mutual Funds, Bloomberg, Financial Services
Education
Hobart and William Smith Colleges 1995 — 1999
BA, Mathematics
Jagiellonian University
Stone Coast Fund Services November 2012 - Present
Geiger Brothers March 2009 - September 2010
OneBeacon Insurance June 2007 - March 2009
Citigroup Fund Services October 2004 - June 2007
Citigroup Fund Services June 2004 - October 2004
Forum Financial Group September 2000 - March 2003
Skills
Leadership, Microsoft Office, Analysis, Marketing, Customer Service, Finance, Portfolio Management, Accounting, Mutual Funds, Bloomberg, Financial Services
Education
Hobart and William Smith Colleges 1995 — 1999
BA, Mathematics
Jagiellonian University
Bambi Hall's Forum Financial Group Experience 2001 - 2003
Job Program Manager at UDS Financial
Industry Financial Services
Experience
UDS Financial January 2014 - Present
Carrington Mortgage Services November 2012 - October 2013
UDS Financial February 2010 - November 2012
Citifinancial April 2004 - February 2010
Forum Financial Group 2001 - 2003
Skills
Negotiation, Mortgage Lending, New Business Development, Selling, Sales, Financial Analysis, Customer Service, Sales Management, Residential Homes, Management, Banking, Credit, Customer Retention, Loans, Loan Origination, Recruiting, Human Resources, Loan Servicing, Retail
Education
University of New England 1996 — 2000
Bachelor of Science (B.S.), Business Management
Monmouth Academy
UDS Financial January 2014 - Present
Carrington Mortgage Services November 2012 - October 2013
UDS Financial February 2010 - November 2012
Citifinancial April 2004 - February 2010
Forum Financial Group 2001 - 2003
Skills
Negotiation, Mortgage Lending, New Business Development, Selling, Sales, Financial Analysis, Customer Service, Sales Management, Residential Homes, Management, Banking, Credit, Customer Retention, Loans, Loan Origination, Recruiting, Human Resources, Loan Servicing, Retail
Education
University of New England 1996 — 2000
Bachelor of Science (B.S.), Business Management
Monmouth Academy
Aponte Rafael's Forum Financial Group Experience May 1999 - October 2001
Job Seeking Opportunity in Financial and Operational Reporting Analysis
Industry International Affairs
Experience
WellCare September 2007 - October 2013
NetWolves May 2005 - September 2007
Unum October 2001 - May 2005
Forum Financial Group May 1999 - October 2001
US Navy August 1981 - April 1999
Skills
Insurance, Health Insurance, SDLC, Medicare, Visio, Business Requirements, Business Analysis, Requirements Gathering, Medicaid, Claim, Process Improvement, Managed Care, Microsoft Excel, Microsoft Access, Microsoft Office, Microsoft Powerpoint, VBA, SQL
Education
University of Phoenix 2006 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
University of Southern New Hampshire 1998 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
WellCare September 2007 - October 2013
NetWolves May 2005 - September 2007
Unum October 2001 - May 2005
Forum Financial Group May 1999 - October 2001
US Navy August 1981 - April 1999
Skills
Insurance, Health Insurance, SDLC, Medicare, Visio, Business Requirements, Business Analysis, Requirements Gathering, Medicaid, Claim, Process Improvement, Managed Care, Microsoft Excel, Microsoft Access, Microsoft Office, Microsoft Powerpoint, VBA, SQL
Education
University of Phoenix 2006 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
University of Southern New Hampshire 1998 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General