International Planning Group
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International Planning Group Employees
Employee
Years
Job
Industry
David Pare David Pare's International Planning Group Experience January 2005 - Present
Job Sr. Vice President, Markets & Products at International Planning Group
Industry Insurance
Experience
International Planning Group January 2005 - Present
International Planning Group January 2003 - January 2005
International Planning Group September 2001 - January 2003
UBS 2000 - 2001
Skills
Wealth Management, Insurance, Risk Management, Financial Planning, Finance, Estate Planning, Underwriting, International Law, Product Marketing, Strategic Financial..., Financial Services, Estate Tax Planning, International Tax, Management, Life Insurance, Premium Financing, Reinsurance
Education
University of Massachusetts, Amherst
International Planning Group January 2005 - Present
International Planning Group January 2003 - January 2005
International Planning Group September 2001 - January 2003
UBS 2000 - 2001
Skills
Wealth Management, Insurance, Risk Management, Financial Planning, Finance, Estate Planning, Underwriting, International Law, Product Marketing, Strategic Financial..., Financial Services, Estate Tax Planning, International Tax, Management, Life Insurance, Premium Financing, Reinsurance
Education
University of Massachusetts, Amherst
Ramiro Curiel Ramiro Curiel's International Planning Group Experience October 2014 - Present
Job Vice President at International Planning Group
Industry Financial Services
Experience
International Planning Group October 2014 - Present
BAC Financial September 2010 - September 2014
Hansard International Ltd. January 2006 - September 2010
International Risk Solutions -Distribution Development Consultants January 2006 - December 2007
RE Lee Americas January 2003 - January 2005
Sun Life International Bermuda January 2002 - January 2004
Massachusetts Mutual International January 1996 - January 2003
Skills
Insurance, Life Insurance, Risk Management, New Business Development, Health Insurance, International Sales, Investment Advisory, Coaching, Distribution Strategies, Product Design, Product Development, Entrepreneurship, New Markets Development, Distributed Team..., International Marketing, Investment Banking, International..., International Relations, Intangible Assets, Independent Financial..., Team Building, Problem Solving, Public Speaking, Kidnap & Ransom, National Sales, Marketing Strategy, Product Distribution, Distribution Channels, Relationship Management, Revenue Growth, Staff Development, Employee Training, Executive Leadership, Needs Based Sales, Wealth Management..., Problem Resolution, Active Listening, Sales Processes, Process Improvement, Offshore Marketing, Wealth Transfer..., Financial Services
Education
Rensselaer Polytechnic Institute
Master of Science, Master Management & Technology
Louisiana State University
Bachelor of Science, Industrial Engineer
International Planning Group October 2014 - Present
BAC Financial September 2010 - September 2014
Hansard International Ltd. January 2006 - September 2010
International Risk Solutions -Distribution Development Consultants January 2006 - December 2007
RE Lee Americas January 2003 - January 2005
Sun Life International Bermuda January 2002 - January 2004
Massachusetts Mutual International January 1996 - January 2003
Skills
Insurance, Life Insurance, Risk Management, New Business Development, Health Insurance, International Sales, Investment Advisory, Coaching, Distribution Strategies, Product Design, Product Development, Entrepreneurship, New Markets Development, Distributed Team..., International Marketing, Investment Banking, International..., International Relations, Intangible Assets, Independent Financial..., Team Building, Problem Solving, Public Speaking, Kidnap & Ransom, National Sales, Marketing Strategy, Product Distribution, Distribution Channels, Relationship Management, Revenue Growth, Staff Development, Employee Training, Executive Leadership, Needs Based Sales, Wealth Management..., Problem Resolution, Active Listening, Sales Processes, Process Improvement, Offshore Marketing, Wealth Transfer..., Financial Services
Education
Rensselaer Polytechnic Institute
Master of Science, Master Management & Technology
Louisiana State University
Bachelor of Science, Industrial Engineer
Lisette Luna's International Planning Group Experience March 2011 - Present
Job Client Services Manager Latam at International Planning Group
Industry Insurance
Experience
International Planning Group March 2011 - Present
HSBC Premier Bank March 2008 - June 2010
Wachovia Bank September 2005 - March 2008
Citibank F.S.B August 2003 - September 2005
Bank of America July 2000 - August 2003
Skills
Banking, Investments, Financial Services, Finance, Insurance, Wealth Management, Management, Portfolio Management, Relationship Management, Sales
Education
Miami Dade College
Associate, Arts
International Planning Group March 2011 - Present
HSBC Premier Bank March 2008 - June 2010
Wachovia Bank September 2005 - March 2008
Citibank F.S.B August 2003 - September 2005
Bank of America July 2000 - August 2003
Skills
Banking, Investments, Financial Services, Finance, Insurance, Wealth Management, Management, Portfolio Management, Relationship Management, Sales
Education
Miami Dade College
Associate, Arts
Alexandra Sistovaris's International Planning Group Experience May 2013 - August 2013
Job Business Development Associate at The Global Poverty Project
Industry International Affairs
Experience
The Global Poverty Project April 2015 - Present
The Global Poverty Project September 2014 - December 2014
Travelers Marketing February 2014 - May 2014
International Planning Group May 2013 - August 2013
Heritage Bank July 2011 - July 2011
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Public Speaking, Strategic Planning, French, Interpersonal Skill, Leadership, Financial Analysis, International Relations, Facebook, Social Networking, Teamwork, Economics, Marketing, Data Analysis, Social Media
Education
Boston University 2010 — 2014
International Relations Major, Business & Management Minor, Concentration in Political Economy
The Global Poverty Project April 2015 - Present
The Global Poverty Project September 2014 - December 2014
Travelers Marketing February 2014 - May 2014
International Planning Group May 2013 - August 2013
Heritage Bank July 2011 - July 2011
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Public Speaking, Strategic Planning, French, Interpersonal Skill, Leadership, Financial Analysis, International Relations, Facebook, Social Networking, Teamwork, Economics, Marketing, Data Analysis, Social Media
Education
Boston University 2010 — 2014
International Relations Major, Business & Management Minor, Concentration in Political Economy
Michael Dougrey's International Planning Group Experience December 2011 - Present
Job EMEA New Business Manager
Industry Financial Services
Experience
International Planning Group December 2011 - Present
Education
College of the Holy Cross 2000 — 2004
Bachelor's Degree, Mathematics and Asian Studies
Belmont Hill 1996 — 2000
High School Diploma
Arlington High School
International Planning Group December 2011 - Present
Education
College of the Holy Cross 2000 — 2004
Bachelor's Degree, Mathematics and Asian Studies
Belmont Hill 1996 — 2000
High School Diploma
Arlington High School
Walter Azevedo Hörmann Walter Azevedo Hörmann's International Planning Group Experience June 2012 - Present
Job Vice President Latin America at International Planning Group (IPG)
Industry Insurance
Experience
International Planning Group June 2012 - Present
Morgan Stanley Smith Barney June 2010 - July 2012
Eu Amo Miami March 2009 - June 2010
Safra National Bank of New York December 2007 - March 2009
Espirito Santo Bank March 2005 - December 2007
Bermuda Commercial Bank / Transworld Payment Solutions November 2003 - March 2005
Carlsen Co. Investments March 1999 - October 2003
Skills
Trading, Wealth Management, Latin America, Investments, Portfolio Management, Asset Management, Banking, Derivatives, Equities, FX, Hedge Funds, Cash Management, Fixed Income, Private Banking, Spanish, Investment Banking, Securities, Options, Series 7, Capital Markets, Hedging, Real Estate, Mutual Funds, New Business Development, Financial Modeling, Funding, Corporate Finance, Financial Planning, Financial Analysis, Risk Management, Credit, Insurance, Series 63, Licensed Life Insurance..., Variable Annuities, Trust Management, Offshore Management, Estate Planning, Leverage, Arbitrage, Brazilian Portuguese, Sailing, Cooking, Structured Products, Wealth, High Net Worth..., Life Insurance, Financial Risk, Asset Allocation, Finance
Education
Florida International University 2003 — 2006
Master of Business Administration (MBA), International Global Management
Florida International University - College of Business Administration 1997 — 2001
Business Administration and Marketing (Double Major), Business Administration and Management, General
International Planning Group June 2012 - Present
Morgan Stanley Smith Barney June 2010 - July 2012
Eu Amo Miami March 2009 - June 2010
Safra National Bank of New York December 2007 - March 2009
Espirito Santo Bank March 2005 - December 2007
Bermuda Commercial Bank / Transworld Payment Solutions November 2003 - March 2005
Carlsen Co. Investments March 1999 - October 2003
Skills
Trading, Wealth Management, Latin America, Investments, Portfolio Management, Asset Management, Banking, Derivatives, Equities, FX, Hedge Funds, Cash Management, Fixed Income, Private Banking, Spanish, Investment Banking, Securities, Options, Series 7, Capital Markets, Hedging, Real Estate, Mutual Funds, New Business Development, Financial Modeling, Funding, Corporate Finance, Financial Planning, Financial Analysis, Risk Management, Credit, Insurance, Series 63, Licensed Life Insurance..., Variable Annuities, Trust Management, Offshore Management, Estate Planning, Leverage, Arbitrage, Brazilian Portuguese, Sailing, Cooking, Structured Products, Wealth, High Net Worth..., Life Insurance, Financial Risk, Asset Allocation, Finance
Education
Florida International University 2003 — 2006
Master of Business Administration (MBA), International Global Management
Florida International University - College of Business Administration 1997 — 2001
Business Administration and Marketing (Double Major), Business Administration and Management, General
Karen OBeirne's International Planning Group Experience March 1994 - March 2007
Job Relationship Manager at Delaware Life
Industry Insurance
Experience
Delaware Life March 2014 - Present
Delaware Life July 2013 - March 2014
OBeirne Insurance Consulting 1990 - 2010
Sun Life Financial April 2007 - February 2009
International Planning Group March 1994 - March 2007
Sapers & Wallack October 1990 - March 1994
Arnold Brown & Company June 1985 - December 1990
The McAree Agency January 1989 - October 1990
Skills
Insurance, Life Insurance, Long-term Care, Marketing, Series 6, Series 63, Customer Service, Financial Services, Relationship Management, Sales Management, Whole Life, Brokers, FINRA, Underwriting, Term Life Insurance, Retirement, Fixed Annuities, Retirement Planning
Education
Bridgewater State University
B.S., Management
Delaware Life March 2014 - Present
Delaware Life July 2013 - March 2014
OBeirne Insurance Consulting 1990 - 2010
Sun Life Financial April 2007 - February 2009
International Planning Group March 1994 - March 2007
Sapers & Wallack October 1990 - March 1994
Arnold Brown & Company June 1985 - December 1990
The McAree Agency January 1989 - October 1990
Skills
Insurance, Life Insurance, Long-term Care, Marketing, Series 6, Series 63, Customer Service, Financial Services, Relationship Management, Sales Management, Whole Life, Brokers, FINRA, Underwriting, Term Life Insurance, Retirement, Fixed Annuities, Retirement Planning
Education
Bridgewater State University
B.S., Management
Sal Capizzi, CPA's International Planning Group Experience 2002 - 2008
Job Consultant at Virtus Recruiting, LLC
Industry Staffing and Recruiting
Experience
Virtus Recruiting, LLC May 2014 - Present
PHOTON Consulting July 2012 - May 2013
Complete Interview Coach 2009 - July 2012
Capizzi Consulting & CFO Services 2008 - July 2012
International Planning Group 2002 - 2008
Winter Wyman 1996 - 2002
Ernst & Young, Kenneth Leventhal & Company 1994 - 1995
Tofias PC 1987 - 1994
Ercolini & Company LLP 1985 - 1987
Skills
Accounting, Tax, Financial Reporting, Forecasting, Budgeting, Contract Negotiation, Business Planning, Interview Coaching, Real Estate, Insurance, Excel, Word, Budgets, Microsoft Excel, Job Coaching, Auditing, Management, Human Resources, Recruiting, Microsoft Word, Interview Preparation, Finance, Executive Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1997
MS
Bentley University 1981 — 1985
BS
Framingham South High School
Virtus Recruiting, LLC May 2014 - Present
PHOTON Consulting July 2012 - May 2013
Complete Interview Coach 2009 - July 2012
Capizzi Consulting & CFO Services 2008 - July 2012
International Planning Group 2002 - 2008
Winter Wyman 1996 - 2002
Ernst & Young, Kenneth Leventhal & Company 1994 - 1995
Tofias PC 1987 - 1994
Ercolini & Company LLP 1985 - 1987
Skills
Accounting, Tax, Financial Reporting, Forecasting, Budgeting, Contract Negotiation, Business Planning, Interview Coaching, Real Estate, Insurance, Excel, Word, Budgets, Microsoft Excel, Job Coaching, Auditing, Management, Human Resources, Recruiting, Microsoft Word, Interview Preparation, Finance, Executive Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1997
MS
Bentley University 1981 — 1985
BS
Framingham South High School
Rene A. Negron's International Planning Group Experience October 2010 - February 2012
Job Experienced Financial Professional at AXA Advisors Partner at Premier Client Group
Industry Financial Services
Experience
AXA Advisors LLC August 2012 - Present
Sales, Marketing and Business Development Specialist March 2012 - July 2012
International Planning Group October 2010 - February 2012
AXA Advisors March 2003 - October 2010
Harris Corporation Int'l Sales Organization/Microwave Comm. Div. July 2000 - December 2002
Sony Electronics April 1990 - July 2000
Videomovil Video Production December 1988 - January 1990
Corporacion Video September 1979 - July 1986
Skills
Education Planning..., Retirement Planning..., Insurance Strategies, Investment Services, Business Succession..., Estate Planning...
Education
Universidad Simón Bolívar 1974 — 2000
Engineering, Electronics
IESA 1986 — 1988
MBA, Finance Management & Marketing
Universidad Nacional Experimental Simón Bolívar 1974 — 1979
Electronic Engr., Telecommunications, Television
Colegio San Agustin, El Paraiso 1964 — 1974
Neveri
AXA Advisors LLC August 2012 - Present
Sales, Marketing and Business Development Specialist March 2012 - July 2012
International Planning Group October 2010 - February 2012
AXA Advisors March 2003 - October 2010
Harris Corporation Int'l Sales Organization/Microwave Comm. Div. July 2000 - December 2002
Sony Electronics April 1990 - July 2000
Videomovil Video Production December 1988 - January 1990
Corporacion Video September 1979 - July 1986
Skills
Education Planning..., Retirement Planning..., Insurance Strategies, Investment Services, Business Succession..., Estate Planning...
Education
Universidad Simón Bolívar 1974 — 2000
Engineering, Electronics
IESA 1986 — 1988
MBA, Finance Management & Marketing
Universidad Nacional Experimental Simón Bolívar 1974 — 1979
Electronic Engr., Telecommunications, Television
Colegio San Agustin, El Paraiso 1964 — 1974
Neveri
Mary Oliva Mary Oliva's International Planning Group Experience 1996 - 2009
Job President at International Wealth Protection
Industry Insurance
Experience
International Wealth Protection September 2013 - Present
Mary Oliva, LLC - Wealth Protection Advisory July 2011 - Present
AIVA September 2009 - July 2011
International Planning Group 1996 - 2009
Skills
Intergenerational..., Wealth Preservation..., Multi-generational..., Risk Assessment, Business Continuity..., Insurance, Life Insurance, Legal Compliance, Public Speaking, Estate Tax Planning, International Relations, Consulting
Education
Florida International University
Business Administration
International Wealth Protection September 2013 - Present
Mary Oliva, LLC - Wealth Protection Advisory July 2011 - Present
AIVA September 2009 - July 2011
International Planning Group 1996 - 2009
Skills
Intergenerational..., Wealth Preservation..., Multi-generational..., Risk Assessment, Business Continuity..., Insurance, Life Insurance, Legal Compliance, Public Speaking, Estate Tax Planning, International Relations, Consulting
Education
Florida International University
Business Administration
Ricardo Johnson Garcia Noriega's International Planning Group Experience August 2015 - Present
Job Client Solutions Analyst, Markets and Products at International Planning Group
Industry Financial Services
Experience
International Planning Group August 2015 - Present
Citi July 2014 - July 2015
Secretaría de Economía México June 2011 - August 2011
INTERDATA, LLC June 2010 - September 2010
Ritter June 2009 - August 2009
Skills
Social Media, Languages: Fluent in..., Computer Proficiency, Economics, Finance, Corporate Law, Financial Analysis, Sales, Business Analysis, Analysis, Microsoft Office, Management, Research, Spanish, Public Speaking, Data Analysis, Corporate Finance, Mergers & Acquisitions
Education
University of Pennsylvania Law School 2013 — 2014
Master of Laws (LL.M), Banking, Corporate, Finance, and Securities Law
University of Pennsylvania - The Wharton School 2013 — 2014
Wharton Business and Law Certificate, Business and Law
Institut d'Etudes politiques de Paris 2012 — 2013
Master of Science (M.Sc.), Finance and Strategy, 15/20
University of California, Los Angeles 2008 — 2012
Bachelor of Arts Honors in Economics; Minor in Political Science; Minor in Latin American Studies, College Honors
International Planning Group August 2015 - Present
Citi July 2014 - July 2015
Secretaría de Economía México June 2011 - August 2011
INTERDATA, LLC June 2010 - September 2010
Ritter June 2009 - August 2009
Skills
Social Media, Languages: Fluent in..., Computer Proficiency, Economics, Finance, Corporate Law, Financial Analysis, Sales, Business Analysis, Analysis, Microsoft Office, Management, Research, Spanish, Public Speaking, Data Analysis, Corporate Finance, Mergers & Acquisitions
Education
University of Pennsylvania Law School 2013 — 2014
Master of Laws (LL.M), Banking, Corporate, Finance, and Securities Law
University of Pennsylvania - The Wharton School 2013 — 2014
Wharton Business and Law Certificate, Business and Law
Institut d'Etudes politiques de Paris 2012 — 2013
Master of Science (M.Sc.), Finance and Strategy, 15/20
University of California, Los Angeles 2008 — 2012
Bachelor of Arts Honors in Economics; Minor in Political Science; Minor in Latin American Studies, College Honors
Roger Lorenzo's International Planning Group Experience March 2013 - May 2014
Job Vice President, Americas, Willis Global Wealth Solutions
Industry Insurance
Experience
Willis June 2014 - Present
International Planning Group March 2013 - May 2014
R.E. Lee International January 2009 - February 2013
R.E. Lee International May 2003 - December 2008
Merrill Lynch Bank & Trust Co. 1999 - 2003
Skills
Wealth Management, Insurance, Banking, New Business Development, Strategic Financial..., Risk Management, Sales Management, Life Insurance, Relationship Management, Estate Planning, Negotiation, Credit, Wealth Management..., High Net Worth..., Financial Services, Strategy, Investment Advisory, Business Development, Retirement Planning, Sales, Business Planning, Trust Services, Strategic Partnerships, Latin America, Emerging Markets, Loans, Wealth, Finance, Business Strategy, Underwriting, Wealth Preservation..., Term Life Insurance, General Insurance, Financial Planning
Education
Florida International University - College of Business 1999 — 2003
BA, International Business
Willis June 2014 - Present
International Planning Group March 2013 - May 2014
R.E. Lee International January 2009 - February 2013
R.E. Lee International May 2003 - December 2008
Merrill Lynch Bank & Trust Co. 1999 - 2003
Skills
Wealth Management, Insurance, Banking, New Business Development, Strategic Financial..., Risk Management, Sales Management, Life Insurance, Relationship Management, Estate Planning, Negotiation, Credit, Wealth Management..., High Net Worth..., Financial Services, Strategy, Investment Advisory, Business Development, Retirement Planning, Sales, Business Planning, Trust Services, Strategic Partnerships, Latin America, Emerging Markets, Loans, Wealth, Finance, Business Strategy, Underwriting, Wealth Preservation..., Term Life Insurance, General Insurance, Financial Planning
Education
Florida International University - College of Business 1999 — 2003
BA, International Business
Maria Quiñonez's International Planning Group Experience September 2003 - Present
Job Senior Vice President at International Planning Group
Industry Insurance
Experience
International Planning Group September 2003 - Present
ING 1995 - 1999
Skills
Private Banking, Wealth Management, Risk Management, Investments, Insurance, Estate Planning, Business Succession..., Life Insurance, Strategic Planning, Strategic Financial..., Business Strategy, Financial Planning, Financial Risk, Retirement Planning, Succession Planning, Wealth Management...
Education
Clemson University 1993 — 1994
M.A., Financial Economics
Universidad Nacional de Tucumán 1990 — 1992
B.A., Economics
Universidad del Pacífico (PE) 1987 — 1990
Economics
International Planning Group September 2003 - Present
ING 1995 - 1999
Skills
Private Banking, Wealth Management, Risk Management, Investments, Insurance, Estate Planning, Business Succession..., Life Insurance, Strategic Planning, Strategic Financial..., Business Strategy, Financial Planning, Financial Risk, Retirement Planning, Succession Planning, Wealth Management...
Education
Clemson University 1993 — 1994
M.A., Financial Economics
Universidad Nacional de Tucumán 1990 — 1992
B.A., Economics
Universidad del Pacífico (PE) 1987 — 1990
Economics
Peter Guglietta Peter Guglietta's International Planning Group Experience May 2005 - Present
Job Vice President at International Planning Group
Industry Insurance
Experience
International Planning Group May 2005 - Present
Lander & Associates July 2004 - March 2005
John Hancock Financial Services May 1999 - July 2004
Skills
Risk Management, Reinsurance, Estate Planning, Financial Services, Financial Risk, Insurance, Wealth Management, Life Insurance
Education
Northeastern University
Bachelor of Science (BS), Finance
Suffolk University
Master of Business Administration (MBA), Finance, General
Suffolk University
Master of Science (MS), Taxation
International Planning Group May 2005 - Present
Lander & Associates July 2004 - March 2005
John Hancock Financial Services May 1999 - July 2004
Skills
Risk Management, Reinsurance, Estate Planning, Financial Services, Financial Risk, Insurance, Wealth Management, Life Insurance
Education
Northeastern University
Bachelor of Science (BS), Finance
Suffolk University
Master of Business Administration (MBA), Finance, General
Suffolk University
Master of Science (MS), Taxation
José M. Salgado's International Planning Group Experience 2006 - 2007
Job Sales Director at VIP Universal Medical Insurance Group, Ltd. (VUMI)
Industry Insurance
Experience
VIP Universal Medical Insurance Group, Ltd. (VUMI) February 2015 - Present
Bupa January 2012 - Present
Bupa January 2013 - February 2015
Bupa November 2007 - December 2011
International Planning Group 2006 - 2007
All Relocation Services 2004 - 2007
Parallel Media LLC November 2000 - November 2006
Banco Uno currently Citibank October 1998 - November 2000
Skills
Account Management, Negotiation, Sales Management, Management, Sales, Strategic Planning, Business Strategy, New Business Development, Business Planning, Business Development, Training, Marketing Strategy, Business Analysis, Team Building, Process Improvement, Marketing, Customer Service, Insurance, Health Insurance, Leadership, Strategy, Employee Benefits, Life Insurance, Change Management, Analysis, Recruiting, Risk Management
Education
Florida International University 1994 — 1998
Bachelor, Business Management
Universidad Externado de Colombia 1992 — 1994
Minor, Economics
VIP Universal Medical Insurance Group, Ltd. (VUMI) February 2015 - Present
Bupa January 2012 - Present
Bupa January 2013 - February 2015
Bupa November 2007 - December 2011
International Planning Group 2006 - 2007
All Relocation Services 2004 - 2007
Parallel Media LLC November 2000 - November 2006
Banco Uno currently Citibank October 1998 - November 2000
Skills
Account Management, Negotiation, Sales Management, Management, Sales, Strategic Planning, Business Strategy, New Business Development, Business Planning, Business Development, Training, Marketing Strategy, Business Analysis, Team Building, Process Improvement, Marketing, Customer Service, Insurance, Health Insurance, Leadership, Strategy, Employee Benefits, Life Insurance, Change Management, Analysis, Recruiting, Risk Management
Education
Florida International University 1994 — 1998
Bachelor, Business Management
Universidad Externado de Colombia 1992 — 1994
Minor, Economics
Sara Billings's International Planning Group Experience February 2006 - Present
Job Vice President at International Planning Group
Industry Insurance
Experience
International Planning Group February 2006 - Present
International Planning Group 2006 - 2008
Levi Strauss & Co. November 1995 - February 2000
Skills
Insurance, Life Insurance, Banking, Investments, Wealth Management, Business Development, Portfolio Management, Reinsurance, Budgets, Business Strategy, Asset Managment, Strategic Financial..., High Net Worth..., New Business Development, Financial Services, Financial Planning
Education
Universidade de São Paulo
Universidade de São Paulo / USP
Bachelor's degree, Applied Linguistics/Business Administration
International Planning Group February 2006 - Present
International Planning Group 2006 - 2008
Levi Strauss & Co. November 1995 - February 2000
Skills
Insurance, Life Insurance, Banking, Investments, Wealth Management, Business Development, Portfolio Management, Reinsurance, Budgets, Business Strategy, Asset Managment, Strategic Financial..., High Net Worth..., New Business Development, Financial Services, Financial Planning
Education
Universidade de São Paulo
Universidade de São Paulo / USP
Bachelor's degree, Applied Linguistics/Business Administration
Robert Jarvis's International Planning Group Experience 2002 - 2007
Job Marketing Consultant Latin America at Lombard International Assurance S.A.
Industry Insurance
Experience
Lombard International Assurance S.A. June 2014 - Present
HSBC May 2007 - June 2014
International Planning Group 2002 - 2007
Zurich Financial Services 1986 - 1997
Skills
Wealth Management, Insurance, Investments, Strategic Financial..., Risk Management
Education
University of Bristol 1975 — 1976
Lombard International Assurance S.A. June 2014 - Present
HSBC May 2007 - June 2014
International Planning Group 2002 - 2007
Zurich Financial Services 1986 - 1997
Skills
Wealth Management, Insurance, Investments, Strategic Financial..., Risk Management
Education
University of Bristol 1975 — 1976
William J. Chapman William J. Chapman's International Planning Group Experience August 2013 - Present
Job Markets and Products Analyst at International Planning Group
Industry Financial Services
Experience
International Planning Group August 2013 - Present
T.J. Sheehan Distributing May 2012 - August 2012
Lombard Risk April 2012 - May 2012
Pelligra Law Firm June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Sales, SAP CRM, Management, SharePoint, Leadership
Education
Saint Lawrence University 2009 — 2013
Bachelor of Arts, Government, Economics
Christian Brothers Academy 2003 — 2009
International Planning Group August 2013 - Present
T.J. Sheehan Distributing May 2012 - August 2012
Lombard Risk April 2012 - May 2012
Pelligra Law Firm June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Sales, SAP CRM, Management, SharePoint, Leadership
Education
Saint Lawrence University 2009 — 2013
Bachelor of Arts, Government, Economics
Christian Brothers Academy 2003 — 2009
Beverly Praetsch's International Planning Group Experience April 2011 - February 2015
Job New Business Manager at International Planning Group
Industry Insurance
Experience
International Planning Group April 2011 - February 2015
Guardian Life Insurance Company January 2007 - May 2011
Aviva Life Insurance January 2005 - June 2007
Aviva Life Insurance January 2005 - June 2007
Boston Financial Data Services January 2003 - January 2005
Boston Financial Data Services January 2003 - January 2005
Boston Financial Data Services 2000 - 2005
Skills
Insurance, Life Insurance, Underwriting, Microsoft Office, Employee Benefits, Microsoft Excel, Outlook, Microsoft Word, Customer Service, Analysis
Education
Curry College 1997 — 2001
Bachelor of Arts, Criminal Justice
Curry College
International Planning Group April 2011 - February 2015
Guardian Life Insurance Company January 2007 - May 2011
Aviva Life Insurance January 2005 - June 2007
Aviva Life Insurance January 2005 - June 2007
Boston Financial Data Services January 2003 - January 2005
Boston Financial Data Services January 2003 - January 2005
Boston Financial Data Services 2000 - 2005
Skills
Insurance, Life Insurance, Underwriting, Microsoft Office, Employee Benefits, Microsoft Excel, Outlook, Microsoft Word, Customer Service, Analysis
Education
Curry College 1997 — 2001
Bachelor of Arts, Criminal Justice
Curry College
Tiel Doust Wadland's International Planning Group Experience May 2008 - June 2008
Job
Industry Financial Services
Experience
State Street June 2015 - Present
State Street August 2014 - Present
State Street July 2008 - August 2014
NEADS/Dogs for Deaf and Disabled Americans June 2011 - March 2014
International Planning Group May 2008 - June 2008
International Planning Group and The Baker Companies June 2002 - March 2008
Fleet Bank November 1997 - June 2002
Fleet Bank February 2000 - April 2000
Fleet Bank February 1999 - April 2000
Fleet Bank November 1997 - October 1999
Skills
Banking, Insurance, Financial Services, Risk Assessment, Internal Audit, Auditing, Risk Management, Wealth Management, Investments, Financial Risk, Business Analysis, Process Improvement, Accounting, Project Management, Business Process..., Basel II, Change Management, Management, Training, Software Documentation, Leadership, Mergers & Acquisitions, Analysis
Education
University of Massachusetts, Amherst 1985 — 1989
BS
New England College in Arundel - Semester Abroad 1987 — 1987
State Street June 2015 - Present
State Street August 2014 - Present
State Street July 2008 - August 2014
NEADS/Dogs for Deaf and Disabled Americans June 2011 - March 2014
International Planning Group May 2008 - June 2008
International Planning Group and The Baker Companies June 2002 - March 2008
Fleet Bank November 1997 - June 2002
Fleet Bank February 2000 - April 2000
Fleet Bank February 1999 - April 2000
Fleet Bank November 1997 - October 1999
Skills
Banking, Insurance, Financial Services, Risk Assessment, Internal Audit, Auditing, Risk Management, Wealth Management, Investments, Financial Risk, Business Analysis, Process Improvement, Accounting, Project Management, Business Process..., Basel II, Change Management, Management, Training, Software Documentation, Leadership, Mergers & Acquisitions, Analysis
Education
University of Massachusetts, Amherst 1985 — 1989
BS
New England College in Arundel - Semester Abroad 1987 — 1987
Ronny Spiewak's International Planning Group Experience June 2013 - March 2015
Job Life Insurance Specialist at HFG Financial Advisors
Industry Insurance
Experience
HFG Financial Advisors April 2015 - Present
International Planning Group June 2013 - March 2015
Bank Hapoalim International October 2010 - January 2013
EFG Capital December 2008 - October 2010
Itau Private Bank International June 2007 - October 2008
BankBoston July 2000 - May 2007
BankBoston March 1993 - June 2000
Skills
Banking, Management, Risk Management, Wealth Management, Spanish, Private Banking, Portfolio Management, Portuguese, CRM, Structured Products, Capital Markets, Financial Markets, Fixed Income, Equities, Investment Banking, Derivatives, Strategic Planning, Emerging Markets, Investments, Corporate Finance, Marketing Strategy, Business Strategy, English
Education
University of California, Berkeley 1998 — 1998
Certificate, Marketing
Pontifícia Universidade Católica de São Paulo 1990 — 1995
Bachelor of Business Administration (BBA)
HFG Financial Advisors April 2015 - Present
International Planning Group June 2013 - March 2015
Bank Hapoalim International October 2010 - January 2013
EFG Capital December 2008 - October 2010
Itau Private Bank International June 2007 - October 2008
BankBoston July 2000 - May 2007
BankBoston March 1993 - June 2000
Skills
Banking, Management, Risk Management, Wealth Management, Spanish, Private Banking, Portfolio Management, Portuguese, CRM, Structured Products, Capital Markets, Financial Markets, Fixed Income, Equities, Investment Banking, Derivatives, Strategic Planning, Emerging Markets, Investments, Corporate Finance, Marketing Strategy, Business Strategy, English
Education
University of California, Berkeley 1998 — 1998
Certificate, Marketing
Pontifícia Universidade Católica de São Paulo 1990 — 1995
Bachelor of Business Administration (BBA)
Keith Boccaci's International Planning Group Experience July 2004 - June 2013
Job Director, International Accounts at Manulife
Industry Insurance
Experience
Manulife Financial June 2013 - Present
International Planning Group July 2004 - June 2013
Education
University of New Hampshire
Manulife Financial June 2013 - Present
International Planning Group July 2004 - June 2013
Education
University of New Hampshire
Jim Goss's International Planning Group Experience December 2003 - November 2012
Job IT Manager at Interactions Corporation
Industry Information Technology and Services
Experience
Interactions Corporation November 2012 - Present
International Planning Group December 2003 - November 2012
LoJack Corporation January 2002 - December 2003
Winter, Wyman and Company 1997 - 2001
CoreChange, Inc April 2000 - November 2000
Fax International, Inc September 1996 - March 1997
Bay State Federal Savings Bank 1988 - 1996
Skills
Business Analysis, Project Management, Process Improvement, Insurance, Disaster Recovery, Windows Server, Vendor Management, Data Center, SDLC, Cloud Computing, Information Technology, IT Strategy, SharePoint, SaaS
Education
Northeastern University 1992 — 1995
Business Administration
Framingham State University 1988 — 1990
Mathematics
University of Massachusetts, Amherst 1987 — 1988
Mathematics
Interactions Corporation November 2012 - Present
International Planning Group December 2003 - November 2012
LoJack Corporation January 2002 - December 2003
Winter, Wyman and Company 1997 - 2001
CoreChange, Inc April 2000 - November 2000
Fax International, Inc September 1996 - March 1997
Bay State Federal Savings Bank 1988 - 1996
Skills
Business Analysis, Project Management, Process Improvement, Insurance, Disaster Recovery, Windows Server, Vendor Management, Data Center, SDLC, Cloud Computing, Information Technology, IT Strategy, SharePoint, SaaS
Education
Northeastern University 1992 — 1995
Business Administration
Framingham State University 1988 — 1990
Mathematics
University of Massachusetts, Amherst 1987 — 1988
Mathematics
Colleen ONeil's International Planning Group Experience June 2009 - Present
Job Human Resource Manager at International Planning Group
Industry Computer & Network Security
Experience
International Planning Group June 2009 - Present
Mazu Networks January 2006 - April 2009
Entercom Communications September 2001 - February 2005
Ibis Consulting 2005 - 2005
Education
Providence College
BS, Managment
International Planning Group June 2009 - Present
Mazu Networks January 2006 - April 2009
Entercom Communications September 2001 - February 2005
Ibis Consulting 2005 - 2005
Education
Providence College
BS, Managment
Christian Ferreira's International Planning Group Experience October 2007 - October 2009
Job Insurance/Financial Planning Professional
Industry Financial Services
Experience
Capitas Financial February 2011 - October 2013
The Hartford May 2010 - February 2011
International Planning Group October 2007 - October 2009
MetLife November 2001 - March 2008
Skills
Insurance, Strategic Financial..., Business Strategy, New Business Development, Investments, Integrated Marketing, Sales Management, Digital Strategy, Negotiation, Analytics, Interactive Marketing, Sales, Direct Marketing, Strategic Planning, Relationship Marketing, Advertising, Marketing Strategy, Financial Analysis, International Sales, Series 7, Series 63, Series 24, Life & Health Insurance..., Marketing, Wealth, Series 6, Financial Advisory, Retirement Planning, Life Insurance, Fixed Annuities, Disability Insurance, 401k, Long-term Care, Wealth Management, Retirement, Term Life Insurance, Long Term Care Insurance
Education
California State University-Long Beach - College of Business Administration 1994 — 1997
BS, Finance
Capitas Financial February 2011 - October 2013
The Hartford May 2010 - February 2011
International Planning Group October 2007 - October 2009
MetLife November 2001 - March 2008
Skills
Insurance, Strategic Financial..., Business Strategy, New Business Development, Investments, Integrated Marketing, Sales Management, Digital Strategy, Negotiation, Analytics, Interactive Marketing, Sales, Direct Marketing, Strategic Planning, Relationship Marketing, Advertising, Marketing Strategy, Financial Analysis, International Sales, Series 7, Series 63, Series 24, Life & Health Insurance..., Marketing, Wealth, Series 6, Financial Advisory, Retirement Planning, Life Insurance, Fixed Annuities, Disability Insurance, 401k, Long-term Care, Wealth Management, Retirement, Term Life Insurance, Long Term Care Insurance
Education
California State University-Long Beach - College of Business Administration 1994 — 1997
BS, Finance
Jon Michael Baker, Jr.'s International Planning Group Experience January 1992 - Present
Job President at International Planning Group
Industry Financial Services
Experience
International Planning Group January 1992 - Present
Skills
Wealth Management, Insurance, Estate Planning, Retirement Planning, Strategic Financial..., Investments
Education
Georgetown University - The McDonough School of Business 1985 — 1989
International Planning Group January 1992 - Present
Skills
Wealth Management, Insurance, Estate Planning, Retirement Planning, Strategic Financial..., Investments
Education
Georgetown University - The McDonough School of Business 1985 — 1989
Elizabeth Latorre's International Planning Group Experience May 2012 - April 2015
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company April 2015 - Present
International Planning Group May 2012 - April 2015
Deloitte February 2011 - April 2012
JPMorgan Chase January 2007 - January 2011
Skills
Tax, Financial Planning, Tax Research, Tax Compliance, Wealth Management, Wealth Preservation, Wealth Transfer, High Net Worth..., International Estate..., Wealth Management..., Wealth, International Real..., Strategic Financial..., Estate Planning, Income Tax, Insurance, Financial Planners, Business Planning, Trusts, Life Insurance, Financial Services, Tax Law, Asset Management, International Tax, Mergers & Acquisitions, Estate Tax Planning, Tax Accounting, Finance
Education
Temple University - James E. Beasley School of Law 2006 — 2008
LL.M., Tax and Estate Planning
Widener University School of Law 2002 — 2005
J.D., Law
New York Life Insurance Company April 2015 - Present
International Planning Group May 2012 - April 2015
Deloitte February 2011 - April 2012
JPMorgan Chase January 2007 - January 2011
Skills
Tax, Financial Planning, Tax Research, Tax Compliance, Wealth Management, Wealth Preservation, Wealth Transfer, High Net Worth..., International Estate..., Wealth Management..., Wealth, International Real..., Strategic Financial..., Estate Planning, Income Tax, Insurance, Financial Planners, Business Planning, Trusts, Life Insurance, Financial Services, Tax Law, Asset Management, International Tax, Mergers & Acquisitions, Estate Tax Planning, Tax Accounting, Finance
Education
Temple University - James E. Beasley School of Law 2006 — 2008
LL.M., Tax and Estate Planning
Widener University School of Law 2002 — 2005
J.D., Law
Grigor Odabashyan's International Planning Group Experience December 2004 - January 2006
Job Financial Analyst at Citizens Bank
Industry Accounting
Experience
Citizens Bank February 2013 - June 2014
S.J. & J. Inc January 2013 - April 2013
Citizens Financial Group August 2010 - October 2011
CVS Caremark Corporation February 2010 - April 2010
DeVine & Associates, LLC 2009 - 2010
Charland, Marciano & Co, CPAs, LLP March 2008 - October 2008
Swarovski August 2006 - February 2008
International Planning Group December 2004 - January 2006
Skills
Accounting, Process Improvement, Financial Analysis, Financial Reporting, Account Reconciliation, Oracle General Ledger, QuickBooks, ProSystem fx Tax, Microsoft Office, ProSeries, Turbo Tax, Financial Statements, General Ledger, Auditing, Payroll
Education
#157 High School, Yerevan, Armenia
General
Bryant University
Bachelor of Business Administration (BBA), Accounting
Citizens Bank February 2013 - June 2014
S.J. & J. Inc January 2013 - April 2013
Citizens Financial Group August 2010 - October 2011
CVS Caremark Corporation February 2010 - April 2010
DeVine & Associates, LLC 2009 - 2010
Charland, Marciano & Co, CPAs, LLP March 2008 - October 2008
Swarovski August 2006 - February 2008
International Planning Group December 2004 - January 2006
Skills
Accounting, Process Improvement, Financial Analysis, Financial Reporting, Account Reconciliation, Oracle General Ledger, QuickBooks, ProSystem fx Tax, Microsoft Office, ProSeries, Turbo Tax, Financial Statements, General Ledger, Auditing, Payroll
Education
#157 High School, Yerevan, Armenia
General
Bryant University
Bachelor of Business Administration (BBA), Accounting
Frank Garcia III's International Planning Group Experience 2012 - 2015
Job Vice President Latin America, Estate and Succession Planning Consultant
Industry Financial Services
Experience
Harvard Business Review June 2012 - Present
International Planning Group 2012 - 2015
Raymond James & Associates May 2008 - March 2012
Wachovia, A Wells Fargo Company February 2007 - April 2008
Banif Securities 2005 - 2007
UBS March 2003 - June 2005
Credit Suisse Asset Management April 2001 - March 2003
Prudential Investments October 1996 - April 2001
Merrill Lynch October 1993 - October 1996
Citibank - Porto Alegre 1987 - 1988
Skills
Retirement Planning, Financial Planning, 401k Rollovers, Global Asset Allocation, Strategic Planning, Municipal Bonds, Estate Tax Planning, Global Fixed Income, Global Management, International Securities, Model Portfolios, Portfolio Strategy, Brazilian Portuguese, Spanish, International Bonds, Financial Advice, Portfolio Management, Bonds, Financial Advisory, Asset Allocation, Investment Advisory, Capital Markets, Fixed Income, Alternative Investments, Strategic Financial..., Mutual Funds, Wealth Management, Investment Banking, Asset Management, Wealth Management..., Finance, Business Planning, Insurance, Securities, Investment Strategies, Financial Markets, Series 7, Equities, High Net Worth..., Wealth, Private Banking, Life Insurance, Financial Planners, Hedge Funds, Structured Products, Estate Planning, Investments, Emerging Markets
Education
Barry University 2006 — 2007
CFP, Certified Financial Planner
Universidade Federal Rural do Rio de Janeiro 1976 — 1981
Agriculture Engineer, Engineering
Harvard Business Review June 2012 - Present
International Planning Group 2012 - 2015
Raymond James & Associates May 2008 - March 2012
Wachovia, A Wells Fargo Company February 2007 - April 2008
Banif Securities 2005 - 2007
UBS March 2003 - June 2005
Credit Suisse Asset Management April 2001 - March 2003
Prudential Investments October 1996 - April 2001
Merrill Lynch October 1993 - October 1996
Citibank - Porto Alegre 1987 - 1988
Skills
Retirement Planning, Financial Planning, 401k Rollovers, Global Asset Allocation, Strategic Planning, Municipal Bonds, Estate Tax Planning, Global Fixed Income, Global Management, International Securities, Model Portfolios, Portfolio Strategy, Brazilian Portuguese, Spanish, International Bonds, Financial Advice, Portfolio Management, Bonds, Financial Advisory, Asset Allocation, Investment Advisory, Capital Markets, Fixed Income, Alternative Investments, Strategic Financial..., Mutual Funds, Wealth Management, Investment Banking, Asset Management, Wealth Management..., Finance, Business Planning, Insurance, Securities, Investment Strategies, Financial Markets, Series 7, Equities, High Net Worth..., Wealth, Private Banking, Life Insurance, Financial Planners, Hedge Funds, Structured Products, Estate Planning, Investments, Emerging Markets
Education
Barry University 2006 — 2007
CFP, Certified Financial Planner
Universidade Federal Rural do Rio de Janeiro 1976 — 1981
Agriculture Engineer, Engineering
Donna Hodgdon's International Planning Group Experience September 2001 - Present
Job Executive Assistant at International Planning Group
Industry Insurance
Experience
International Planning Group September 2001 - Present
Skills
Insurance
Education
Burdett College 1974 — 1975
Certificate in Secretarial
Dean College
Business Certificate, 4.0
Framingham State College
International Planning Group September 2001 - Present
Skills
Insurance
Education
Burdett College 1974 — 1975
Certificate in Secretarial
Dean College
Business Certificate, 4.0
Framingham State College
Monica M. Garver's International Planning Group Experience January 1999 - March 2000
Job Vice President / Senior Planner at RTD Financial Advisors, Inc.
Industry Financial Services
Experience
RTD Financial Advisors, Inc. July 2014 - Present
PrimeSOLUTIONS Advisors, LLC May 2000 - June 2014
International Planning Group January 1999 - March 2000
First Commonwealth Bank 1991 - 1998
Deliotte, Haskins & Sells February 1988 - 1991
BNY Mellon 1986 - February 1988
Coopers & Lybrand September 1983 - February 1986
Skills
Investment Management, Wealth Management, Investments, Asset Management, Retirement, 401k, Investment Strategies, Investment Advisory, Retirement Planning, Financial Services, Asset Allocation, Fiduciary Services, Certified Divorce...
Education
Duquesne University 1979 — 1983
Bachelor of Arts (B.A.), Accounting
Duquesne University
BS in Accounting
RTD Financial Advisors, Inc. July 2014 - Present
PrimeSOLUTIONS Advisors, LLC May 2000 - June 2014
International Planning Group January 1999 - March 2000
First Commonwealth Bank 1991 - 1998
Deliotte, Haskins & Sells February 1988 - 1991
BNY Mellon 1986 - February 1988
Coopers & Lybrand September 1983 - February 1986
Skills
Investment Management, Wealth Management, Investments, Asset Management, Retirement, 401k, Investment Strategies, Investment Advisory, Retirement Planning, Financial Services, Asset Allocation, Fiduciary Services, Certified Divorce...
Education
Duquesne University 1979 — 1983
Bachelor of Arts (B.A.), Accounting
Duquesne University
BS in Accounting
Nancy Thomson's International Planning Group Experience May 2008 - Present
Job Vice President Finance/Controller at International Planning Group
Industry Insurance
Experience
International Planning Group May 2008 - Present
Skills
Accounting, Budgets, Risk Management, Tax, Business Planning, Human Resources, Insurance, Auditing
Education
Dalhousie University 1994 — 1998
Bachelor of Commerce (B.Com.)
International Planning Group May 2008 - Present
Skills
Accounting, Budgets, Risk Management, Tax, Business Planning, Human Resources, Insurance, Auditing
Education
Dalhousie University 1994 — 1998
Bachelor of Commerce (B.Com.)
Gillian Callaghan's International Planning Group Experience 1990 - 2004
Job President at Gate CFV Solutions, Inc.
Industry Machinery
Experience
Gate CFV Solutions, Inc. 2010 - Present
International Planning Group 1990 - 2004
Strategy Associates, Ltd. 1985 - 1990
Skills
IP, Strategic Partnerships, OEMs, Plannning, Strategy, Start-ups, Manufacturing, Program Management, Leadership, Management Consulting, Selling, Project Planning, Financial Services, Business, Partnerships, Agriculture, Product Marketing, Global Business..., Business Strategy, Mergers & Acquisitions, Business Planning, Insurance, Business Development
Education
Babson College 1981 — 1984
Bachelor of Science (B.S.)
American School, Tegucigalpa Honduras 1978 — 1981
Gate CFV Solutions, Inc. 2010 - Present
International Planning Group 1990 - 2004
Strategy Associates, Ltd. 1985 - 1990
Skills
IP, Strategic Partnerships, OEMs, Plannning, Strategy, Start-ups, Manufacturing, Program Management, Leadership, Management Consulting, Selling, Project Planning, Financial Services, Business, Partnerships, Agriculture, Product Marketing, Global Business..., Business Strategy, Mergers & Acquisitions, Business Planning, Insurance, Business Development
Education
Babson College 1981 — 1984
Bachelor of Science (B.S.)
American School, Tegucigalpa Honduras 1978 — 1981