Life Solutions Group

Description

Address: 99 Conifer Hill Dr, Danvers, MA 01923 Hours: Closed ⋅ Opens 8AM Wednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (978) 605-5200: Place name: Category: Website: : : : : : Website: http://www.lsgadvisors.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question

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Life Solutions Group Employees

Employee
Years
Job
Industry
Gene Marshall Gene Marshall Greater Boston Area Details
Gene Marshall's Life Solutions Group Experience April 2013 - September 2013
Job Retirement & Benefits Consultant
Industry Financial Services
Experience
Paychex  July 2014 - Present
Cote Financial Management   2013 - July 2014
Life Solutions Group   April 2013 - September 2013
NE Fresh Sea Products   March 1998 - November 2012

Skills
Management, Leadership, Customer Service, Sales, Marketing, Project Planning, Microsoft Office, Microsoft Excel, Public Speaking, Team Leadership, Microsoft Word, Budgets, Research, Social Media, Team Building, Project Management, Time Management, Analysis, Event Planning, Customer Satisfaction, Retirement Planning, Options Strategies, 401k Rollovers

Education
University of Rhode Island   1994 — 1998
Bachelor's degree, Natural Resource Economics

University of Rhode Island   1994 — 1998
Bachelor's degree, Economics

David Pratt David Pratt Greater Boston Area Details
David Pratt's Life Solutions Group Experience 2013 - Present
Job Life Solutions Group
Industry Financial Services
Experience
Life Solutions Group   2013 - Present
Monument Valley Sales Partners   October 2011 - July 2012
Monument Valley Sales Partners   November 2010 - October 2011
Broadview Networks  March 2009 - November 2010
One Communications  February 2008 - March 2009

Skills
Sales, Recruiting, VoIP, Telecommunications, Marketing, Cloud Computing, Managed Services, Solution Selling, Networking, Cold Calling, Salesforce.com, Account Management, Lead Generation, Social Media Marketing, Sales Management, Direct Sales, Leadership, Sales Process, SaaS, Coaching, Entrepreneurship, Selling, CRM, Financial Analysis, Strategy, Enterprise Software, Business Development, Strategic Partnerships, Teamwork, Team Leadership

Education
Plymouth State University   2003 — 2007
Bachelor's, Marketing

Leo F. Grace Jr ∴ Leo F. Grace Jr ∴ Greater Boston Area Details
Leo F. Grace Jr ∴'s Life Solutions Group Experience January 2014 - May 2014
Job Tufts Health Plans. AHIP Certified Field Sales Consultant, Senior Products. Americas #1 Rated Commercial Health Plan...
Industry Hospital & Health Care
Experience
TUFTS HEALTH PLAN  August 2013 - Present
CENTURY 21®  April 1987 - Present
TYSON GOURMET FOOD GROUP / AIDELL'S SAUSAGE COMPANY, GOLDEN ISLAND JERKY   May 2014 - September 2015
LIFE SOLUTIONS GROUP   January 2014 - May 2014
MTM Technologies  April 2007 - January 2011
MTM Technologies  December 2005 - April 2007
NEXL Inc.   April 2001 - December 2005
Concorde Group, LTD   March 1997 - April 2001

Skills
Account Management, Managed Services, Sales Operations, Professional Services, Cross-functional Team..., Management, Contract Negotiation, New Business Development, Direct Sales, Data Center, Sales, Customer Service, Cold Calling, Team Building, Executive Management, Key Account Management, Managed Hosting, Leadership, Business Strategy, Business Planning, Enterprise Software, Channel Partners, Leadership Development, Real Estate, Product Marketing, P&L Management, Forecasting, CRM, Technology Integration, Hiring, SaaS, Sales Process, Consulting, Customer Satisfaction, Strategic Planning, Customer Retention, Marketing, Customer Relations, Enterprise Sales..., National Account..., Business Management, Life Insurance, Long Term Care Insurance, Disability Insurance, Accident Insurance, Strategic Partnerships, Business Development, Strategy

Education
Bentley College   1983 — 1985
BS, Business Administration and Management, General

Boston University   1981 — 1983
Certificate Of General Studies, Liberal Arts and Sciences, General Studies and Humanities

Belmont High   1976 — 1979
Diploma, General Studies

New England Institute
Mortuary Science and Embalming/Embalmer

Jason P. Berube Jason P. Berube Greater Boston Area Details
Jason P. Berube's Life Solutions Group Experience 2011 - 2013
Job Managing Associate at MassMutual Northern New England
Industry Financial Services
Experience
MassMutual Financial Group  2015 - Present
Corestone Financial & Insurance Services   January 2013 - Present
Legacy Financial Group  January 2013 - April 2014
Life Solutions Group   2011 - 2013
The Wellesley Financial Group   December 2009 - December 2010

Education
The American College
CFP - Certified Financial Planner

Mount Ida College   2002 — 2007
School of Business, BS, Business Administration

North Shore Technical High School   1998 — 2002
High School Diploma, Mason/Masonry

Brian Dewey Brian Dewey Fairfield, Connecticut Details
Brian Dewey's Life Solutions Group Experience July 2010 - October 2011
Job Small Business Sales Representative at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial  September 2014 - Present
Sun Life Financial  June 2013 - September 2014
BeyondTrust  April 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.)   October 2011 - January 2012
Life Solutions Group   July 2010 - October 2011

Skills
Life Insurance, Fixed Annuities, Financial Analysis, Strategic Financial..., Enterprise Software, Health Insurance, Retirement Planning, Wealth Management, Estate Planning, Finance, Disability Insurance, Securities, Sales, Mutual Funds, Employee Benefits, Retirement, Series 7, Investments

Education
Stonehill College   2006 — 2010
Economics, Finance

Mark W. Ferrante Mark W. Ferrante Greater Boston Area Details
Mark W. Ferrante's Life Solutions Group Experience July 2012 - Present
Job Director of Business Development at Life Solutions Group
Industry Financial Services
Experience
Life Solutions Group   July 2012 - Present
The Bulfinch Group  March 2010 - July 2012
Stepstone Mortgage   July 2008 - February 2010
William Raveis-Real Estate, Mortgage, Insurance   2008 - 2009
William Raveis-Real Estate, Mortgage, Insurance   2008 - 2009
New Boston Mortgage   2003 - 2007

Skills
Life Insurance, Retirement Planning, Asset Allocation, Strategic Financial..., Insurance, Mortgage Lending, Finance, Estate Planning, Wealth Management, Financial Services, Fixed Annuities, Long-term Care, Portfolio Management, Term Life Insurance, Retirement, Long Term Care Insurance, Small Business, Financial Planning

Education
Rollins College   1986 — 1990
BA, History, Music

Pingree School   1984 — 1986
BA - History

Marblehead High School   1982 — 1984

Keith Somers Keith Somers Greater Boston Area Details
Keith Somers's Life Solutions Group Experience May 2011 - August 2011
Job Inside Sales Representative at Software Secure, Inc.
Industry Higher Education
Experience
Software Secure, Inc.   April 2015 - Present
Bullhorn  October 2014 - February 2015
FloraCause   May 2012 - July 2014
Party Services Unlimited LLC   July 2011 - August 2012
Life Solutions Group   May 2011 - August 2011
Family Jewels   August 2009 - May 2010

Education
Penn State University   2008 — 2012
BS, Finance

Jason M. Pratt Jason M. Pratt Greater Boston Area Details
Jason M. Pratt's Life Solutions Group Experience January 2011 - Present
Job President at Life Solutions Group
Industry Financial Services
Experience
Life Solutions Group   January 2011 - Present
Prudential Financial  2010 - 2011
Northwestern Mutual Financial Network  2008 - 2010
Treeline, Inc.   2006 - 2008
GHS,CA,SJC,FSU   1996 - 2005

Skills
Public Speaking, Social Networking, Training & Development, Recruiting, Networking, Training, Interviews, Sales, Cold Calling, Account Management, Insurance, Customer Service, Marketing, College Recruiting, Employee Benefits, Financial Sales..., Life Insurance, Consulting, Talent Management, Disability Insurance, Selling, Strategic Financial..., Finance, Employee Training, 401k, Talent Acquisition, Retirement, Management, Leadership, Small Business, Retirement Planning, Customer Retention, Financial Services, Long-term Care, Human Resources, Investments, Time Management, Fixed Annuities, Sales Finance, Strategy, Coaching, Salesforce.com, Team Building, Competitive Analysis, Project Planning, Financial Planning

Education
Fitchburg State University   2002 — 2005
Bachelor of Science, Business Administration

Saint Joseph's College   2001 — 2002

Cushing Academy   2000 — 2001
High School, General

Gloucester High School   1996 — 2000

Alfonzo Millefoglie Alfonzo Millefoglie Gloucester, Massachusetts Details
Alfonzo Millefoglie's Life Solutions Group Experience June 2011 - April 2012
Job Customer Finance Associate at Gorton's
Industry Financial Services
Experience
Gorton's  February 2013 - Present
My Place By The Sea   April 2008 - November 2012
Life Solutions Group   June 2011 - April 2012
Fitness Center Sakowich Center   January 2008 - June 2011
Franklin Cape Ann Restaurant   January 2007 - June 2011

Skills
International Business, Italian, Insurance Planning, Customer Service, Business, Goal Oriented, Teamwork, Life Insurance, Insurance, Disability Insurance, Fixed Annuities, Strategic Financial..., Health Insurance, Investments, Retirement Planning, Small Business, Employee Benefits, Retirement, Financial Planners, Leadership, Marketing, Management, Selling, Financial Analysis, Sales, Finance, 401k, Long-term Care, Time Management, Term Life Insurance, Team Building, IRAs, Business Analysis

Education
Merrimack College   2007 — 2011
Bachelor of Science in Business

Merrimack College   2007 — 2011
Bachelor of Science in Business

Evan Wallace, MBA Evan Wallace, MBA Greater Boston Area Details
Evan Wallace, MBA's Life Solutions Group Experience August 2011 - November 2012
Job Claims Services Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial  May 2014 - Present
WallaceGFX   October 2007 - Present
Sun Life Financial  August 2013 - May 2014
Sun Life Financial  November 2012 - August 2013
Life Solutions Group   August 2011 - November 2012
Comsearch  July 2010 - August 2010
Camp Bauercrest  June 2006 - August 2009

Skills
Life Insurance, Retirement Planning, Insurance, Estate Planning, Financial Modeling, Financial Services, Management, Analysis, Finance, Employee Benefits, CRM, Sales, Securities, Creative Problem Solving, Quality Control, Strategic Financial..., Team Leadership, Program Management, Microsoft Excel, DOS commands, Computer Proficiency, Financial Planning, Microsoft Office

Education
Bryant University   2010 — 2011
Master, Business Administration

Bryant University   2006 — 2010
Bachelor of Science, Finance

Daniel Bosely Daniel Bosely Greater Boston Area Details
Daniel Bosely's Life Solutions Group Experience June 2012 - November 2012
Job Retail Sales Manager
Industry Retail
Experience
AT&T  December 2014 - Present
AT&T  June 2013 - December 2014
Nissan of Keene   November 2012 - May 2013
Life Solutions Group   June 2012 - November 2012
AT&T Mobility  November 2010 - June 2012
AT&T Mobility  October 2008 - October 2010

Skills
Quotas, Wireless, Cellular Communications, Long Distance, M2M, Telecommunications, Direct Sales, Solution Selling, Customer Retention, Mobile Devices, Customer Experience, Life Insurance, Health Insurance, Long Term Care Insurance, Disability Insurance, Customer Satisfaction, Customer Service, Leadership, Management, Retail, Sales, Salesforce.com, Team Building

Education
Trident University International   2015 — 2016
Master of Business Administration (MBA), Finance, General

Southern Vermont College   2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Eda Ellis Eda Ellis North Reading, Massachusetts Details
Eda Ellis's Life Solutions Group Experience October 2008 - May 2012
Job Operations Manager at Invest Financial
Industry Financial Services
Experience
Invest Financial  December 2012 - Present
Integrated Financial Partners  May 2012 - December 2012
Life Solutions Group   October 2008 - May 2012

Education
City College Of San Francisco

Emerson College

Institute of Audio Research

leonard saunders leonard saunders Claremont, New Hampshire Details
leonard saunders's Life Solutions Group Experience March 2012 - October 2012
Job sales associate at subaru of claremont
Industry Automotive
Experience
subaru of claremont   October 2012 - Present
Life Solutions Group   March 2012 - October 2012
golf and ski warehouse  February 2005 - March 2012

Education
Keene State College   1990 — 1995
Bachelor's degree, Occupational Safety and Health Technology/Technician