MKA Executive Planners
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MKA Executive Planners Employees
Novartis Institutes for BioMedical Research August 2012 - Present
Allied Barton Security June 2011 - August 2011
MKA Executive Planners July 2010 - December 2010
Harvard Pilgrim Health Care June 2006 - August 2009
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, International Relations, Microsoft Word, Eagle Scout, Public Speaking, Social Media, Political Science, Editing, Policy Analysis, Politics, English, Program Management, Network Administration, Network Architecture
Education
Northeastern University 2008 — 2012
Bachelor of Arts (B.A.), International Affairs and Political Science, with a minor in Middle East Studies, 3.2 GPA
Meiji University 2012 — 2012
Lincoln Sudbury Regional High School 2004 — 2008
MKA Executive Planners August 2011 - Present
Sapers & Wallack, Inc. 1996 - 2011
Managment Compensation Group 1996 - 2011
Barron & Stadfeld, P.C. 1986 - 1997
Skills
Fixed Annuities, Wealth, Tax, High Net Worth..., Asset Protection, Small Business, Wealth Management, FINRA, Corporate Law, Alternative Investments, Accounting, Deferred Compensation, Long-term Care, Succession Planning, Charities, Hedge Funds, Management, Business, Fixed Income, Risk Management, Health Insurance, Business Planning, Financial Planners, Estate Planning
Education
Boston University School of Law 1968 — 1971
JD, Tax
Tufts University 1964 — 1968
BA, Economics
MKA Executive Planners 2005 - Present
MKA April 1977 - Present
New England Sinai Hospital - a Steward Family Hospital September 2012 - Present
New England Sinai Hospital 1994 - 2012
USI Insurance Services 1998 - 2005
Unum 1971 - 1977
Skills
Employee Benefits, Business Planning, Retirement Planning, Deferred Compensation, Change Management, Nonprofits
Education
Boston University School of Law 1966 — 1969
JD, Tax Law
Northeastern University 1961 — 1966
BA, English, Journalism
MKA Executive Planners January 2012 - Present
MKA Executive Planners January 2010 - January 2012
MKA Executive Planners September 2009 - January 2010
MKA Executive Planners May 2008 - September 2009
MKA Executive Planners March 2006 - May 2008
Dig Safe Systems, Inc. May 2000 - March 2006
Skills
CRM, Management, Budgets, Program Management, Salesforce.com, Business Strategy, Customer Service, Business Planning, Training, Employee Benefits, Data Analysis, QuickBooks, Financial Management, Analysis, Leadership, Team Building, Strategic Planning, Managerial Finance, Risk Management, Insurance
Education
Middlesex Community College 2004 — 2009
Associate in Science in Business Administration (Transfer Program), 3.92 GPA
North Reading High School
Job Search in the Insurance Industry as a New Business Case Manager May 2015 - Present
MKA Executive Planners 1993 - 2012
Enterprise Structured Settlements Group 1983 - 1993
Skills
Massachusetts Life,..., Microsoft Office, Microsoft Excel, Outlook, Sales Force Database, PowerPoint, Insurance, Underwriting, Life Insurance, Financial Analysis, Disability Insurance, Fixed Annuities, Management
Education
Middlesex Community College 2013 — 2013
Certificate of Completion, Customer Service Excellence Program
Cambridge High & Latin School
Graduated, National Honor Society
MKA Executive Planners April 2014 - Present
Boston Financial Data Services September 2012 - Present
Sun Life October 2007 - August 2011
Aviva January 2004 - April 2007
New England Financial (a MetLife affiliate) 1999 - 2003
Skills
Marketing Research, Marketing Strategy, Competitive Analysis, Insurance, Annuities, Strategic Planning, Product Development, Risk Management, Retirement Planning, Excel, PowerPoint, Fixed Annuities, Life Insurance, Business Planning, Management, Competitive Intelligence, Financial Services, Sales, Analysis, Project Management, Retirement, Strategy, Integrated Marketing, Sales Operations
Education
Rivier College
MBA, Marketing/Business
Suffolk University - Sawyer Business School