Healey & Associates
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Healey & Associates Employees
Employee
Years
Job
Industry
Ada Lee Ada Lee's Healey & Associates Experience May 2008 - August 2010
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management April 2014 - Present
Bank of America May 2011 - March 2014
Westin Hotels & Resorts January 2011 - May 2011
Larkspur Hotels and Restaurants - Hotel Abri June 2010 - August 2010
Healey & Associates May 2008 - August 2010
Hotel Nikko San Francisco June 2009 - November 2009
Skills
Leadership Development, Microsoft Excel, Cross Selling, Customer Service, Loans, Microsoft Office, Sales Management, Social Networking, Microsoft Word, PowerPoint, Sales, Customer Satisfaction, Outlook
Education
San Francisco State University, College of Business 2008 — 2010
Bachelor of Science, Hospitality & Tourism Management, Minor in Business Administration
University of California, Davis 2003 — 2007
Undeclared - Fine Arts
Thurgood Marshall Academic High School 1999 — 2003
HS Diploma
Cesar Chavez Middle School 1995 — 1999
Morgan Stanley Wealth Management April 2014 - Present
Bank of America May 2011 - March 2014
Westin Hotels & Resorts January 2011 - May 2011
Larkspur Hotels and Restaurants - Hotel Abri June 2010 - August 2010
Healey & Associates May 2008 - August 2010
Hotel Nikko San Francisco June 2009 - November 2009
Skills
Leadership Development, Microsoft Excel, Cross Selling, Customer Service, Loans, Microsoft Office, Sales Management, Social Networking, Microsoft Word, PowerPoint, Sales, Customer Satisfaction, Outlook
Education
San Francisco State University, College of Business 2008 — 2010
Bachelor of Science, Hospitality & Tourism Management, Minor in Business Administration
University of California, Davis 2003 — 2007
Undeclared - Fine Arts
Thurgood Marshall Academic High School 1999 — 2003
HS Diploma
Cesar Chavez Middle School 1995 — 1999
Laura (Cyr) Paul's Healey & Associates Experience May 2005 - July 2008
Job HR Rep at Tyler Technologies
Industry Human Resources
Experience
Tyler Technologies July 2008 - Present
Healey & Associates May 2005 - July 2008
United Way of Greater Portland 2000 - 2005
Skills
Employee Benefits, Employee Relations, Performance Management, Benefits Administration, Strategic Planning, Organizational..., Coaching, Access, Team Building, Microsoft Excel, Customer Service, Training, Recruiting, Human Resources, Project Management, Team Leadership, Process Improvement, Talent Acquisition, Program Management, Onboarding
Education
Brown University 1994 — 1999
Bachelor's degree, Economics
Stearns High School
Tyler Technologies July 2008 - Present
Healey & Associates May 2005 - July 2008
United Way of Greater Portland 2000 - 2005
Skills
Employee Benefits, Employee Relations, Performance Management, Benefits Administration, Strategic Planning, Organizational..., Coaching, Access, Team Building, Microsoft Excel, Customer Service, Training, Recruiting, Human Resources, Project Management, Team Leadership, Process Improvement, Talent Acquisition, Program Management, Onboarding
Education
Brown University 1994 — 1999
Bachelor's degree, Economics
Stearns High School
Beth Bell's Healey & Associates Experience July 1995 - January 2002
Job Broker at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty - Portland, Maine October 2012 - Present
Remax River Cities April 2002 - October 2009
Healey & Associates July 1995 - January 2002
Skills
Residential Homes, Buyer Representation, Real Estate, Waterfront, Sellers, Interior Design, Rentals, Home Staging, Commercial Real Estate, Buyers, Construction, Marketing, Single Family Homes, Vacation Homes, Condos, First Time Home Buyers
Education
Endicott College 1979 — 1981
Associate Degree Applied Science, Interior Design
Lisbon High School Lisbon Maine
Keller Williams Realty - Portland, Maine October 2012 - Present
Remax River Cities April 2002 - October 2009
Healey & Associates July 1995 - January 2002
Skills
Residential Homes, Buyer Representation, Real Estate, Waterfront, Sellers, Interior Design, Rentals, Home Staging, Commercial Real Estate, Buyers, Construction, Marketing, Single Family Homes, Vacation Homes, Condos, First Time Home Buyers
Education
Endicott College 1979 — 1981
Associate Degree Applied Science, Interior Design
Lisbon High School Lisbon Maine
Susan Pratt Martin Susan Pratt Martin's Healey & Associates Experience 1982 - 1994
Job Unum
Industry Insurance
Experience
AICP 2012 - Present
Unum September 2001 - Present
NAIFA 2006 - 2014
AICP 2001 - 2014
NAIFA 1982 - 2014
USCG Auxiliary 2011 - 2012
State of Maine 1999 - 2001
The Bill Johnson Agency 1995 - 1999
Healey & Associates 1982 - 1994
Skills
Insurance, Government, Policy, Risk Management, Strategic Planning, Employee Benefits, Leadership, Medicare, Life Insurance, Health Insurance, Analysis, Training, Public Speaking, Claim, Disability Insurance, Leadership Development, Fixed Annuities, Long-term Care, Estate Planning
Education
The American College
Masters, Management
Lift360/Institute for Civic Leadership
AICP 2012 - Present
Unum September 2001 - Present
NAIFA 2006 - 2014
AICP 2001 - 2014
NAIFA 1982 - 2014
USCG Auxiliary 2011 - 2012
State of Maine 1999 - 2001
The Bill Johnson Agency 1995 - 1999
Healey & Associates 1982 - 1994
Skills
Insurance, Government, Policy, Risk Management, Strategic Planning, Employee Benefits, Leadership, Medicare, Life Insurance, Health Insurance, Analysis, Training, Public Speaking, Claim, Disability Insurance, Leadership Development, Fixed Annuities, Long-term Care, Estate Planning
Education
The American College
Masters, Management
Lift360/Institute for Civic Leadership
Karen Labbe Karen Labbe's Healey & Associates Experience September 2003 - May 2008
Job Pension Administrator at Downeast Pension Services, Inc.
Industry
Experience
Downeast Pension Services, Inc. May 2008 - Present
Healey & Associates September 2003 - May 2008
Bell Manufacturing Co. April 1994 - June 2003
Education
Champlain College
Associate, Accounting
Downeast Pension Services, Inc. May 2008 - Present
Healey & Associates September 2003 - May 2008
Bell Manufacturing Co. April 1994 - June 2003
Education
Champlain College
Associate, Accounting
Jessica Williams's Healey & Associates Experience May 2008 - December 2010
Job Lead Sales Specialist at Twitter
Industry Marketing and Advertising
Experience
Apsalar June 2013 - June 2014
Greystripe November 2012 - May 2013
BabyCenter November 2011 - November 2012
Healey & Associates May 2008 - December 2010
Skills
Process Improvement, Online Advertising, Salesforce.com, JIRA, Omniture, Digital Media, PowerPoint, Account Management, Microsoft Excel, DoubleClick, Email Marketing, Mobile Advertising, Google Analytics, Business Relationship..., Excel, Reporting & Analysis, Billing, OpenX, Invoicing, Digital Strategy, Digital Marketing, Online Marketing, Mobile Devices
Education
University of California, Santa Cruz 2003 — 2007
BS, Molecular, Cellular, and Developmental Biology
Apsalar June 2013 - June 2014
Greystripe November 2012 - May 2013
BabyCenter November 2011 - November 2012
Healey & Associates May 2008 - December 2010
Skills
Process Improvement, Online Advertising, Salesforce.com, JIRA, Omniture, Digital Media, PowerPoint, Account Management, Microsoft Excel, DoubleClick, Email Marketing, Mobile Advertising, Google Analytics, Business Relationship..., Excel, Reporting & Analysis, Billing, OpenX, Invoicing, Digital Strategy, Digital Marketing, Online Marketing, Mobile Devices
Education
University of California, Santa Cruz 2003 — 2007
BS, Molecular, Cellular, and Developmental Biology
Josh Chase CFP® Josh Chase CFP®'s Healey & Associates Experience December 2003 - September 2010
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
Emily Helliesen Emily Helliesen's Healey & Associates Experience August 2008 - August 2012
Job Registered Operations & Investment Associate at Lebel & Harriman, LLP
Industry Financial Services
Experience
Lebel & Harriman, LLP August 2012 - Present
State of Maine January 2013 - Present
Healey & Associates August 2008 - August 2012
Benefit Strategies 2006 - 2008
Skills
IRAs, Retirement Planning, 401k, Retirement, Mutual Funds, Employee Benefits, Series 6, Series 63
Education
Pitzer College
BA
Lebel & Harriman, LLP August 2012 - Present
State of Maine January 2013 - Present
Healey & Associates August 2008 - August 2012
Benefit Strategies 2006 - 2008
Skills
IRAs, Retirement Planning, 401k, Retirement, Mutual Funds, Employee Benefits, Series 6, Series 63
Education
Pitzer College
BA
Laura Park's Healey & Associates Experience February 2007 - December 2008
Job Media & Development
Industry Marketing and Advertising
Experience
Laura Park December 1999 - Present
Total Immersion October 2012 - February 2013
Total Immersion January 2012 - October 2012
Arts & Entertainment May 2010 - February 2012
Ad-ink Network December 2008 - February 2011
Healey & Associates February 2007 - December 2008
Healey & Associates 2005 - 2007
Skills
Marketing, Advertising, Digital Marketing, New Business Development, Digital Media, Fundraising, Interactive Marketing, Online Marketing, Social Media Marketing, Business Development, Management, Digital Strategy, Video, Video Production, Online Advertising, Sales, Email Marketing, Creative Direction, E-commerce, Brand Development, Social Networking, Mobile Devices, Entertainment Technology, Integrated Marketing, Marketing Strategy, Salesforce.com, SEM, Web Analytics, Content Management, Multimedia, Augmented Reality, New Media, Creativity, B2B, Video Editing, Account Management, Creative Marketing, Non-profits..., Broadcast Television, Visual Arts, Creative Technology, Performing Arts, Manage Client..., Client Co-ordination, Membership Development, Membership Building, Major Donors, Educational Fundraising, Creative Conception, CRM
Education
University of California, Los Angeles 2014 — 2015
Master of Arts (MA), Education
UCLA Extension 2012 — 2013
Certificate, Teaching English as a Foreign/Second Language (TEFL/TESL), Education
Lynbrook High School
University of California, Los Angeles
Bachelor of Arts (BA), Design & Media Arts
Laura Park December 1999 - Present
Total Immersion October 2012 - February 2013
Total Immersion January 2012 - October 2012
Arts & Entertainment May 2010 - February 2012
Ad-ink Network December 2008 - February 2011
Healey & Associates February 2007 - December 2008
Healey & Associates 2005 - 2007
Skills
Marketing, Advertising, Digital Marketing, New Business Development, Digital Media, Fundraising, Interactive Marketing, Online Marketing, Social Media Marketing, Business Development, Management, Digital Strategy, Video, Video Production, Online Advertising, Sales, Email Marketing, Creative Direction, E-commerce, Brand Development, Social Networking, Mobile Devices, Entertainment Technology, Integrated Marketing, Marketing Strategy, Salesforce.com, SEM, Web Analytics, Content Management, Multimedia, Augmented Reality, New Media, Creativity, B2B, Video Editing, Account Management, Creative Marketing, Non-profits..., Broadcast Television, Visual Arts, Creative Technology, Performing Arts, Manage Client..., Client Co-ordination, Membership Development, Membership Building, Major Donors, Educational Fundraising, Creative Conception, CRM
Education
University of California, Los Angeles 2014 — 2015
Master of Arts (MA), Education
UCLA Extension 2012 — 2013
Certificate, Teaching English as a Foreign/Second Language (TEFL/TESL), Education
Lynbrook High School
University of California, Los Angeles
Bachelor of Arts (BA), Design & Media Arts
Rick Berry CRPC ®'s Healey & Associates Experience September 2010 - January 2012
Job Director, Affiliated Business Development at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2012 - Present
Healey & Associates September 2010 - January 2012
TD Bank Group July 2008 - June 2009
Foreside Advisory Network March 2007 - May 2008
Bank of America October 2005 - March 2007
Putnam Investments November 2001 - October 2005
Skills
Series 7, Series 63, Series 65, Chartered Retirement..., Mutual Funds, Wealth Management, Asset Allocation, Investments, Alternative Investments, Series 6, Investment Advisory, Investment Strategies, Retirement Planning, ETFs, Separately Managed..., Asset Managment, Fixed Income, Securities, Strategic Financial..., Retirement, 401k, Fixed Annuities, Finance
Education
College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counsler, Financial Services
University of Maine 1996 — 2000
Bachelor of General Studies, Business
TIAA-CREF August 2012 - Present
Healey & Associates September 2010 - January 2012
TD Bank Group July 2008 - June 2009
Foreside Advisory Network March 2007 - May 2008
Bank of America October 2005 - March 2007
Putnam Investments November 2001 - October 2005
Skills
Series 7, Series 63, Series 65, Chartered Retirement..., Mutual Funds, Wealth Management, Asset Allocation, Investments, Alternative Investments, Series 6, Investment Advisory, Investment Strategies, Retirement Planning, ETFs, Separately Managed..., Asset Managment, Fixed Income, Securities, Strategic Financial..., Retirement, 401k, Fixed Annuities, Finance
Education
College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counsler, Financial Services
University of Maine 1996 — 2000
Bachelor of General Studies, Business
Lilah Giguere's Healey & Associates Experience March 2011 - Present
Job Benefit Analyst
Industry Insurance
Experience
Healey & Associates March 2011 - Present
Education
University of Maine 2002 — 2006
B.A., Financial Economics/Mathematics
Healey & Associates March 2011 - Present
Education
University of Maine 2002 — 2006
B.A., Financial Economics/Mathematics
Karen Varney's Healey & Associates Experience April 2012 - February 2014
Job Account Manager at Alliant Insurance Services
Industry Insurance
Experience
Alliant Insurance Services February 2014 - Present
Walmart October 2010 - Present
Healey & Associates April 2012 - February 2014
SunLife Financial September 2007 - September 2011
SunLife Financial November 2006 - September 2007
UnumProvident February 2006 - October 2006
Common Census, Inc August 2004 - February 2006
Shoe Department October 2001 - August 2004
Wal-Mart, Inc January 2001 - January 2004
Blue Alliance Mutual Insurance Company January 1992 - January 1998
Skills
File Management, Data Entry, Customer Service, Customer Satisfaction, Health Insurance, Disability Benefits, Long Term Care Insurance, Employee Benefits, Benefits Administration, Sales, Training, Marketing, Recruiting, Underwriting, Human Resources, Customer Retention, Negotiation, Management, Disability Insurance, Strategic Planning, Insurance, Term Life Insurance, Account Management, Business Development, Sales Management, Microsoft Excel, Team Building, Life Insurance, Budgets, B2B, Business Planning
Education
Westbook College nka University of New England 1980 — 1987
Associate Science, Business Management
The Johns Hopkins University
Alliant Insurance Services February 2014 - Present
Walmart October 2010 - Present
Healey & Associates April 2012 - February 2014
SunLife Financial September 2007 - September 2011
SunLife Financial November 2006 - September 2007
UnumProvident February 2006 - October 2006
Common Census, Inc August 2004 - February 2006
Shoe Department October 2001 - August 2004
Wal-Mart, Inc January 2001 - January 2004
Blue Alliance Mutual Insurance Company January 1992 - January 1998
Skills
File Management, Data Entry, Customer Service, Customer Satisfaction, Health Insurance, Disability Benefits, Long Term Care Insurance, Employee Benefits, Benefits Administration, Sales, Training, Marketing, Recruiting, Underwriting, Human Resources, Customer Retention, Negotiation, Management, Disability Insurance, Strategic Planning, Insurance, Term Life Insurance, Account Management, Business Development, Sales Management, Microsoft Excel, Team Building, Life Insurance, Budgets, B2B, Business Planning
Education
Westbook College nka University of New England 1980 — 1987
Associate Science, Business Management
The Johns Hopkins University
Henry Bindbeutel's Healey & Associates Experience 2007 - 2008
Job Senior Analyst (MRR) at LPL Financial Research
Industry Financial Services
Experience
LPL Financial November 2014 - Present
Army National Guard December 2010 - Present
Foreside Financial Group, LLC September 2012 - September 2014
Foreside Financial Group, LLC March 2008 - September 2012
Healey & Associates 2007 - 2008
Allegiance Financial Group 2005 - 2006
Maine International Trade Center 2004 - 2005
Seligman Data Corp 2002 - 2004
Lincoln Financial Group 2001 - 2002
Skills
Series 24, Series 7, Financial Services, Project Management, Retirement, Finance, Mutual Funds, Life Insurance, Securities, Investments, Small Business, Retirement Planning, Asset Management, Insurance, Alternative Investments, ETFs
Education
University of Southern Maine 1998 — 2008
Bachelor of Arts (B.A.), Economics and Political Science
Keele University 2005 — 2006
LPL Financial November 2014 - Present
Army National Guard December 2010 - Present
Foreside Financial Group, LLC September 2012 - September 2014
Foreside Financial Group, LLC March 2008 - September 2012
Healey & Associates 2007 - 2008
Allegiance Financial Group 2005 - 2006
Maine International Trade Center 2004 - 2005
Seligman Data Corp 2002 - 2004
Lincoln Financial Group 2001 - 2002
Skills
Series 24, Series 7, Financial Services, Project Management, Retirement, Finance, Mutual Funds, Life Insurance, Securities, Investments, Small Business, Retirement Planning, Asset Management, Insurance, Alternative Investments, ETFs
Education
University of Southern Maine 1998 — 2008
Bachelor of Arts (B.A.), Economics and Political Science
Keele University 2005 — 2006
Amy Thacker's Healey & Associates Experience November 2006 - May 2007
Job CEO at Thacker Family Household
Industry Financial Services
Experience
Thacker Family Household May 2012 - Present
Actuarial Designs & Solutions February 2010 - May 2012
Benefit Strategies May 2007 - December 2009
Healey & Associates November 2006 - May 2007
Wells Fargo June 1997 - November 2006
Skills
Pensions, Retirement, Investments, Pension Administration, Team Building, Defined Benefit, Retirement Planning, Employee Benefits, Management, Training, Benefits Administration, 401k, ERISA, Defined Contribution, Insurance, Financial Services, Leadership, Mutual Funds
Education
Inver Hills Community College
Thacker Family Household May 2012 - Present
Actuarial Designs & Solutions February 2010 - May 2012
Benefit Strategies May 2007 - December 2009
Healey & Associates November 2006 - May 2007
Wells Fargo June 1997 - November 2006
Skills
Pensions, Retirement, Investments, Pension Administration, Team Building, Defined Benefit, Retirement Planning, Employee Benefits, Management, Training, Benefits Administration, 401k, ERISA, Defined Contribution, Insurance, Financial Services, Leadership, Mutual Funds
Education
Inver Hills Community College