Lebel & Harriman, LLP
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Lebel & Harriman, LLP Employees
Employee
Years
Job
Industry
Kiley Wilkens Kiley Wilkens's Lebel & Harriman, LLP Experience October 2012 - May 2013
Job Child Protective Social Worker at Maine Office of Child and Family Services
Industry Civic & Social Organization
Experience
The Opportunity Alliance September 2015 - Present
Maine Department of Health and Human Services November 2014 - Present
Maine Department of Health and Human Services September 2013 - November 2014
Lebel & Harriman, LLP October 2012 - May 2013
Sherman & Sandy, Attorneys January 2010 - October 2012
CVS Caremark Corporation August 2006 - September 2011
Good Shepherd Happy Children's Home June 2011 - July 2011
Goucher College Office of Student Engagement September 2009 - May 2011
Alfond Youth Center/Camp Tracy June 2008 - August 2009
Skills
Microsoft Office, PowerPoint, Word, Excel, Outlook, Corel Office, Abacus Law, Photoshop, Photography, Photo Editing, Timeslips, Oral Communications, Notary Public, Microsoft Word, Microsoft Excel, Editing, Event Planning
Education
University of New England 2014 — 2017
Master's Degree, Clinical Social Work
Goucher College 2007 — 2011
BA, Sociology and Anthropology with concentration in Social Justice
Erskine Academy 2003 — 2007
Diploma, Honors/AP
The Opportunity Alliance September 2015 - Present
Maine Department of Health and Human Services November 2014 - Present
Maine Department of Health and Human Services September 2013 - November 2014
Lebel & Harriman, LLP October 2012 - May 2013
Sherman & Sandy, Attorneys January 2010 - October 2012
CVS Caremark Corporation August 2006 - September 2011
Good Shepherd Happy Children's Home June 2011 - July 2011
Goucher College Office of Student Engagement September 2009 - May 2011
Alfond Youth Center/Camp Tracy June 2008 - August 2009
Skills
Microsoft Office, PowerPoint, Word, Excel, Outlook, Corel Office, Abacus Law, Photoshop, Photography, Photo Editing, Timeslips, Oral Communications, Notary Public, Microsoft Word, Microsoft Excel, Editing, Event Planning
Education
University of New England 2014 — 2017
Master's Degree, Clinical Social Work
Goucher College 2007 — 2011
BA, Sociology and Anthropology with concentration in Social Justice
Erskine Academy 2003 — 2007
Diploma, Honors/AP
Caitlin Lebel Caitlin Lebel's Lebel & Harriman, LLP Experience August 2008 - July 2010
Job First Mate
Industry Fishery
Experience
Custom House Wharf/ Irish Piper May 2012 - December 2012
WMTW News 8 March 2011 - May 2012
Shamrock Sports & Entertainment September 2010 - December 2010
Lebel & Harriman, LLP August 2008 - July 2010
Education
University of Maine 2005 — 2009
BS, Marketing, International Business
Universidad Autonoma de Barcelona
International Business
Custom House Wharf/ Irish Piper May 2012 - December 2012
WMTW News 8 March 2011 - May 2012
Shamrock Sports & Entertainment September 2010 - December 2010
Lebel & Harriman, LLP August 2008 - July 2010
Education
University of Maine 2005 — 2009
BS, Marketing, International Business
Universidad Autonoma de Barcelona
International Business
Chris Klimash Chris Klimash's Lebel & Harriman, LLP Experience March 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Lebel & Harriman, LLP March 2015 - Present
RBC Wealth Management April 2009 - March 2015
Morgan Stanley Wealth Management August 2000 - April 2009
Skills
Portfolio Management, Banking, Insurance, Risk Management
Education
University of Maine 1986 — 1991
Bachelor of Arts (B.A.), Economics
Richmond High School- Richmond, ME 1982 — 1986
Lebel & Harriman, LLP March 2015 - Present
RBC Wealth Management April 2009 - March 2015
Morgan Stanley Wealth Management August 2000 - April 2009
Skills
Portfolio Management, Banking, Insurance, Risk Management
Education
University of Maine 1986 — 1991
Bachelor of Arts (B.A.), Economics
Richmond High School- Richmond, ME 1982 — 1986
Phil Harriman Phil Harriman's Lebel & Harriman, LLP Experience March 1977 - Present
Job Legacy, Business & Financial Planning
Industry Financial Services
Experience
Maine Sunday Telegram 2014 - Present
ValMark Securities 2001 - Present
Association for Advanced Life Underwrriting 1989 - Present
Lebel & Harriman, LLP March 1977 - Present
MDRT 2002 - 2007
Maine Senate 1992 - 2001
Skills
Estate Planning, Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Disability Insurance, Long-term Care, Pensions, Fixed Annuities, Life Insurance, IRAs, Investments, Insurance, Financial Planners, Investment Advisory, Financial Advisory, Mutual Funds, Wealth, Financial Services, Asset Allocation, 401k, Term Life Insurance, Employee Benefits, Investment Strategies, Wealth Management..., Personal Finance, High Net Worth..., Series 7, Whole Life, Small Business, Securities, Series 6, Asset Management, Wealth Accumulation, Series 63, Investment Management, Long Term Care Insurance, Personal Financial..., Income Protection, 401k Rollovers, Critical Illness, Financial Goals, Roth IRA, Certified Financial..., Portfolio Management, Health Insurance, Savings, Key Person Insurance, Variable Annuities, Executive Pay
Education
The American College 1982 — 1986
CLU, ChFC, Financial Planning
Husson University 1973 — 1977
B.S., Bus. Admin. Majoring in Insurance
Yarmouth
Maine Sunday Telegram 2014 - Present
ValMark Securities 2001 - Present
Association for Advanced Life Underwrriting 1989 - Present
Lebel & Harriman, LLP March 1977 - Present
MDRT 2002 - 2007
Maine Senate 1992 - 2001
Skills
Estate Planning, Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Disability Insurance, Long-term Care, Pensions, Fixed Annuities, Life Insurance, IRAs, Investments, Insurance, Financial Planners, Investment Advisory, Financial Advisory, Mutual Funds, Wealth, Financial Services, Asset Allocation, 401k, Term Life Insurance, Employee Benefits, Investment Strategies, Wealth Management..., Personal Finance, High Net Worth..., Series 7, Whole Life, Small Business, Securities, Series 6, Asset Management, Wealth Accumulation, Series 63, Investment Management, Long Term Care Insurance, Personal Financial..., Income Protection, 401k Rollovers, Critical Illness, Financial Goals, Roth IRA, Certified Financial..., Portfolio Management, Health Insurance, Savings, Key Person Insurance, Variable Annuities, Executive Pay
Education
The American College 1982 — 1986
CLU, ChFC, Financial Planning
Husson University 1973 — 1977
B.S., Bus. Admin. Majoring in Insurance
Yarmouth
Sarah Piper's Lebel & Harriman, LLP Experience December 2008 - October 2012
Job Commercial Loan Officer
Industry Financial Services
Experience
Bath Savings Institution February 2013 - Present
Lebel & Harriman, LLP December 2008 - October 2012
Skills
Microsoft Office, Life Insurance, Health Insurance, Credit Analysis, Risk Management, Insurance, Loans, Credit, Finance, Underwriting, Commercial Lending, Wealth Management, 401k, Disability Insurance, Retirement Planning
Education
University of Southern Maine - School of Business 2011 — 2014
Bachelor of Science (BS), Risk Management & Insurance
Southern Maine Community College 2003 — 2006
Associate's Degree, Liberal Studies
Bath Savings Institution February 2013 - Present
Lebel & Harriman, LLP December 2008 - October 2012
Skills
Microsoft Office, Life Insurance, Health Insurance, Credit Analysis, Risk Management, Insurance, Loans, Credit, Finance, Underwriting, Commercial Lending, Wealth Management, 401k, Disability Insurance, Retirement Planning
Education
University of Southern Maine - School of Business 2011 — 2014
Bachelor of Science (BS), Risk Management & Insurance
Southern Maine Community College 2003 — 2006
Associate's Degree, Liberal Studies
Deborah Whitworth, SPHR, SHRM-SCP Deborah Whitworth, SPHR, SHRM-SCP's Lebel & Harriman, LLP Experience March 2008 - June 2012
Job Instructor at Kaplan University
Industry Human Resources
Experience
HR Studio Group, LLC January 2004 - Present
Kaplan University May 2015 - Present
University of Southern Maine 2010 - Present
Thomas College April 2014 - Present
Maine Human Rights Commission October 2011 - Present
Maine Development Foundation Maine Employers' Initiative 2011 - Present
SHRM Maine State Council January 2015 - Present
Mercer June 2012 - July 2014
SHRM Maine State Council May 2012 - 2013
Lebel & Harriman, LLP March 2008 - June 2012
Skills
Consulting, Career Management, Leadership Development, Performance Management, Organizational..., Employee Relations, Human Resources, Training, Resident Producer Life..., Change Management, Coaching, Succession Planning, Recruiting, Interviews, Team Building, Healthcare, Leadership, Public Speaking, Employee Benefits, Benefits Administration, Process Improvement, Management, Policy, Deferred Compensation, Personnel Management, Nonprofits, HR Consulting, Conflict Resolution, Employee Training, Workshop Facilitation, Staff Development, Executive Coaching, Organizational..., Career Development, Career Counseling, Resume Writing, Onboarding, Employee Engagement, Talent Acquisition, Talent Management, Hiring, College Recruiting, Employment Law, Labor Relations, HRIS
Education
Kent State University 1975 — 1979
BA
Roosevelt
High School Diploma
HR Studio Group, LLC January 2004 - Present
Kaplan University May 2015 - Present
University of Southern Maine 2010 - Present
Thomas College April 2014 - Present
Maine Human Rights Commission October 2011 - Present
Maine Development Foundation Maine Employers' Initiative 2011 - Present
SHRM Maine State Council January 2015 - Present
Mercer June 2012 - July 2014
SHRM Maine State Council May 2012 - 2013
Lebel & Harriman, LLP March 2008 - June 2012
Skills
Consulting, Career Management, Leadership Development, Performance Management, Organizational..., Employee Relations, Human Resources, Training, Resident Producer Life..., Change Management, Coaching, Succession Planning, Recruiting, Interviews, Team Building, Healthcare, Leadership, Public Speaking, Employee Benefits, Benefits Administration, Process Improvement, Management, Policy, Deferred Compensation, Personnel Management, Nonprofits, HR Consulting, Conflict Resolution, Employee Training, Workshop Facilitation, Staff Development, Executive Coaching, Organizational..., Career Development, Career Counseling, Resume Writing, Onboarding, Employee Engagement, Talent Acquisition, Talent Management, Hiring, College Recruiting, Employment Law, Labor Relations, HRIS
Education
Kent State University 1975 — 1979
BA
Roosevelt
High School Diploma
Maddy Harriman's Lebel & Harriman, LLP Experience May 2007 - August 2008
Job Program Manager, Client Services & Strategic Initiatives, PatientsLikeMe
Industry Hospital & Health Care
Experience
Massachusetts General Hospital May 2014 - August 2015
Massachusetts General Hospital July 2011 - April 2014
Massachusetts General Hospital July 2011 - August 2013
Make a Wish Foundation of Massachusetts and Rhode Island January 2010 - May 2010
Lebel & Harriman, LLP May 2007 - August 2008
Skills
Event Planning, PowerPoint, People Skills, Clinical Research, Healthcare, Grant Administration, Close Attention to...
Education
Suffolk University 2006 — 2010
Bachelor of Arts (B.A.), International Relations and Affairs, Magna Cum Laude
Yarmouth High School 2002 — 2006
High School Diploma
Massachusetts General Hospital May 2014 - August 2015
Massachusetts General Hospital July 2011 - April 2014
Massachusetts General Hospital July 2011 - August 2013
Make a Wish Foundation of Massachusetts and Rhode Island January 2010 - May 2010
Lebel & Harriman, LLP May 2007 - August 2008
Skills
Event Planning, PowerPoint, People Skills, Clinical Research, Healthcare, Grant Administration, Close Attention to...
Education
Suffolk University 2006 — 2010
Bachelor of Arts (B.A.), International Relations and Affairs, Magna Cum Laude
Yarmouth High School 2002 — 2006
High School Diploma
Matthew Arey Matthew Arey's Lebel & Harriman, LLP Experience February 2014 - Present
Job Retirement Plan Analyst at Lebel & Harriman, LLP
Industry Financial Services
Experience
Lebel & Harriman, LLP February 2014 - Present
KeyBank June 2011 - February 2014
Brockton Public School Department September 2008 - May 2011
United Way of Greater Portland 2011 - 2011
United Way of Greater Portland 2011 - 2011
Education
Stonehill College 2007 — 2011
Bachelor's degree, Finance, General
Cheverus High School
Lebel & Harriman, LLP February 2014 - Present
KeyBank June 2011 - February 2014
Brockton Public School Department September 2008 - May 2011
United Way of Greater Portland 2011 - 2011
United Way of Greater Portland 2011 - 2011
Education
Stonehill College 2007 — 2011
Bachelor's degree, Finance, General
Cheverus High School
Josh Chase CFP® Josh Chase CFP®'s Lebel & Harriman, LLP Experience July 2012 - Present
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 Lebel & Harriman, LLP Experience August 2012 - Present
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
Christina Gillies's Lebel & Harriman, LLP Experience April 2013 - Present
Job Retirement Investment Counselor at Lebel & Harriman, LLP
Industry Financial Services
Experience
Lebel & Harriman, LLP April 2013 - Present
Great-West Financial September 2012 - April 2013
KeyBank September 2011 - September 2012
MCM Properties May 2009 - January 2010
Fidelity Investments January 2007 - November 2009
Skills
Mutual Funds, Investments, Retirement, 401k, Retirement Planning, Securities, Wealth Management, Asset Allocation, Investment Advisory
Education
Bentley University 2002 — 2006
BS, Finance
Lebel & Harriman, LLP April 2013 - Present
Great-West Financial September 2012 - April 2013
KeyBank September 2011 - September 2012
MCM Properties May 2009 - January 2010
Fidelity Investments January 2007 - November 2009
Skills
Mutual Funds, Investments, Retirement, 401k, Retirement Planning, Securities, Wealth Management, Asset Allocation, Investment Advisory
Education
Bentley University 2002 — 2006
BS, Finance
Laurie Reed's Lebel & Harriman, LLP Experience August 1990 - Present
Job Managing Director, Retirement Plans at Lebel & Harriman, LLP
Industry Financial Services
Experience
Lebel & Harriman, LLP August 1990 - Present
Mutual Benefit Life 1989 - 1990
The New England 1988 - 1989
Skills
Retirement Planning
Education
Colby College 1984 — 1988
BA, Economics
Lebel & Harriman, LLP August 1990 - Present
Mutual Benefit Life 1989 - 1990
The New England 1988 - 1989
Skills
Retirement Planning
Education
Colby College 1984 — 1988
BA, Economics