New England Financial
Industry: Insurance company
DescriptionHeadquarters: Boston, Massachusetts, United States Founded: 1980 Subsidiaries: Creative Financial Group Ltd., Parent organizations: MetLife, Brighthouse Holdings, LLC
New England Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New England Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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1,253 New England Financial employees in database. Find out everything there's to know about New England Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New England Financial Employees
Employee
Years
Job
Industry
Casey Quinn Casey Quinn's New England Financial Experience April 2011 - October 2013
Job Client Service Manager at Della Monica & Associates, a private wealth advisory practice of Ameriprise Financial Services
Industry Financial Services
Experience
New England Financial April 2011 - October 2013
Education
Baylor University 2005 — 2009
B.S., Education
New England Financial April 2011 - October 2013
Education
Baylor University 2005 — 2009
B.S., Education
Gerri Shapiro's New England Financial Experience June 2004 - February 2014
Job Insurance Sales at Allied Wealth Partners
Industry Insurance
Experience
Allied Wealth Partners February 2014 - Present
New England Financial June 2004 - February 2014
Phoenix May 1984 - June 2004
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Photoshop, English, Process Improvement, Windows, Outlook, HTML, SQL, Recruiting, Java, C++, C
Education
Binghamton University 1979 — 1984
Bachelor's degree, Economics and Policital Science
Binghamton University 1979 — 1983
Bachelor's Degree, Economics/Political Science
Allied Wealth Partners February 2014 - Present
New England Financial June 2004 - February 2014
Phoenix May 1984 - June 2004
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Photoshop, English, Process Improvement, Windows, Outlook, HTML, SQL, Recruiting, Java, C++, C
Education
Binghamton University 1979 — 1984
Bachelor's degree, Economics and Policital Science
Binghamton University 1979 — 1983
Bachelor's Degree, Economics/Political Science
Adam Zebian's New England Financial Experience January 2008 - January 2012
Job Vice President USI Insurance Services
Industry Insurance
Experience
USI Insurance Services November 2014 - Present
Consolidated Health Plans February 2012 - November 2014
New England Financial January 2008 - January 2012
MassMutual Financial Group September 2004 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Sales, Employee Benefits, Insurance, Account Management, Brokers, Health Insurance
Education
American International College 2001 — 2002
Bachelor of Science (BS), Business Administration and Management, General
University of Tampa 1998 — 2001
None, Business Administration and Management, General
USI Insurance Services November 2014 - Present
Consolidated Health Plans February 2012 - November 2014
New England Financial January 2008 - January 2012
MassMutual Financial Group September 2004 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Sales, Employee Benefits, Insurance, Account Management, Brokers, Health Insurance
Education
American International College 2001 — 2002
Bachelor of Science (BS), Business Administration and Management, General
University of Tampa 1998 — 2001
None, Business Administration and Management, General
Travis Iles Travis Iles's New England Financial Experience June 2009 - August 2009
Job Associate Brand Manager at Abbott
Industry Hospital & Health Care
Experience
Abbott May 2015 - Present
Abbott August 2014 - May 2015
Abbott February 2013 - August 2014
Abbott August 2011 - August 2014
Abbott January 2011 - August 2011
Abbott May 2010 - August 2010
New England Financial June 2009 - August 2009
NorthPointe Capital May 2008 - August 2008
Skills
Marketing, Sales, Microsoft Office, Salesforce.com, Public Speaking, PowerPoint, Microsoft Excel, Project Management, Market Research, Marketing Communications, Healthcare, Training, Sales Operations, Cross-functional Team...
Education
Georgia Regents University 2012 — 2014
Master of Business Administration (M.B.A.), 3.83
Purdue University 2005 — 2010
Bachelor of Science, Selling and Sales Management, Minor in Communications
Abbott May 2015 - Present
Abbott August 2014 - May 2015
Abbott February 2013 - August 2014
Abbott August 2011 - August 2014
Abbott January 2011 - August 2011
Abbott May 2010 - August 2010
New England Financial June 2009 - August 2009
NorthPointe Capital May 2008 - August 2008
Skills
Marketing, Sales, Microsoft Office, Salesforce.com, Public Speaking, PowerPoint, Microsoft Excel, Project Management, Market Research, Marketing Communications, Healthcare, Training, Sales Operations, Cross-functional Team...
Education
Georgia Regents University 2012 — 2014
Master of Business Administration (M.B.A.), 3.83
Purdue University 2005 — 2010
Bachelor of Science, Selling and Sales Management, Minor in Communications
Andrew Russo's New England Financial Experience 1981 - 1996
Job Founder/Chief Data Scientist at ACME Explosives, LLC
Industry Management Consulting
Experience
ACME Explosives, LLC August 2014 - Present
Russo Analytics January 2007 - Present
HealthplanCRM 2012 - 2015
AccuData Integrated Marketing February 2009 - May 2012
Intellidyn Inc July 2005 - January 2007
Alternative Investor (a Dow Jones Co.) June 2002 - December 2004
Advanced Integrated Marketing 1998 - 2002
Digitas 1996 - 1998
New England Financial 1981 - 1996
Skills
Predictive Modeling, Business Strategy, Marketing Strategy, Database Marketing, Segmentation, Email Marketing, CRM, Forecasting, Project Management, Budgets, Income Statement, Analytics, Direct Marketing, Customer Acquisition, Multi-channel Marketing, Integrated Marketing, Online Advertising, Digital Marketing, Direct Mail, Strategic Planning, Lead Generation, Marketing Automation, Market Research, Data Mining, Strategy, Product Marketing, Marketing Management, Marketing, Business Development, Entrepreneurship, Leadership, Data Analysis, Management, Predictive Analytics, E-commerce, P&L Management, Brand Management, Competitive Analysis, Sales Operations, Mergers & Acquisitions, Market Planning, Strategic Partnerships, Sales, Customer Retention, Start-ups, Market Analysis, B2B, Management Consulting
Education
Babson College - Franklin W. Olin Graduate School of Business 1981 — 1985
Master of Business Administration (M.B.A.), Finance and Business Analytics, 3.4
Bentley University 1975 — 1979
BS, Management, 3.3
Bentley University 1975 — 1977
AS, Accounting, 3.0
ACME Explosives, LLC August 2014 - Present
Russo Analytics January 2007 - Present
HealthplanCRM 2012 - 2015
AccuData Integrated Marketing February 2009 - May 2012
Intellidyn Inc July 2005 - January 2007
Alternative Investor (a Dow Jones Co.) June 2002 - December 2004
Advanced Integrated Marketing 1998 - 2002
Digitas 1996 - 1998
New England Financial 1981 - 1996
Skills
Predictive Modeling, Business Strategy, Marketing Strategy, Database Marketing, Segmentation, Email Marketing, CRM, Forecasting, Project Management, Budgets, Income Statement, Analytics, Direct Marketing, Customer Acquisition, Multi-channel Marketing, Integrated Marketing, Online Advertising, Digital Marketing, Direct Mail, Strategic Planning, Lead Generation, Marketing Automation, Market Research, Data Mining, Strategy, Product Marketing, Marketing Management, Marketing, Business Development, Entrepreneurship, Leadership, Data Analysis, Management, Predictive Analytics, E-commerce, P&L Management, Brand Management, Competitive Analysis, Sales Operations, Mergers & Acquisitions, Market Planning, Strategic Partnerships, Sales, Customer Retention, Start-ups, Market Analysis, B2B, Management Consulting
Education
Babson College - Franklin W. Olin Graduate School of Business 1981 — 1985
Master of Business Administration (M.B.A.), Finance and Business Analytics, 3.4
Bentley University 1975 — 1979
BS, Management, 3.3
Bentley University 1975 — 1977
AS, Accounting, 3.0
Allen Peterson's New England Financial Experience January 1986 - January 1988
Job President and Founder at Aasonn
Industry Information Technology and Services
Experience
Aasonn December 2006 - Present
Peterson Wine Cellars August 2002 - Present
IT Convergence June 2006 - December 2006
IT Convergence April 2004 - June 2006
TUSC January 1998 - January 2004
Quaker Oats January 1997 - January 1998
Audit Bureau of Circulations January 1992 - January 1997
Independent Consultant April 1989 - January 1992
Guardian Life Insurance April 1988 - March 1989
New England Financial January 1986 - January 1988
Skills
Business Intelligence, Software Development, Data Mining, Learning Management..., Leadership, Databases, SaaS, Program Management, Management, Enterprise Software, Change Management, Solution Selling, ERP, Business Development, CRM, Strategy, Strategic Partnerships, Integration, Strategic Planning, Consulting, Cloud Computing, Oracle, Business Process, Training, Data Warehousing, Management Consulting, Analysis, Mergers & Acquisitions, Professional Services, Outsourcing, Start-ups, Vendor Management, Analytics, Business Analysis, Product Management, Leadership Development, Business Process..., Sales, Personnel Management, Cross-functional Team..., Executive Management, Talent Management, Business Strategy, Human Resources, Human Capital, Performance Management
Education
Benedictine University 1993 — 1996
Master of Science, Management Information Systems
Eastern Washington University 1980 — 1984
Bachelor of Arts, Biology and Business Administration
Bettendorf High School 1972 — 1976
Aasonn December 2006 - Present
Peterson Wine Cellars August 2002 - Present
IT Convergence June 2006 - December 2006
IT Convergence April 2004 - June 2006
TUSC January 1998 - January 2004
Quaker Oats January 1997 - January 1998
Audit Bureau of Circulations January 1992 - January 1997
Independent Consultant April 1989 - January 1992
Guardian Life Insurance April 1988 - March 1989
New England Financial January 1986 - January 1988
Skills
Business Intelligence, Software Development, Data Mining, Learning Management..., Leadership, Databases, SaaS, Program Management, Management, Enterprise Software, Change Management, Solution Selling, ERP, Business Development, CRM, Strategy, Strategic Partnerships, Integration, Strategic Planning, Consulting, Cloud Computing, Oracle, Business Process, Training, Data Warehousing, Management Consulting, Analysis, Mergers & Acquisitions, Professional Services, Outsourcing, Start-ups, Vendor Management, Analytics, Business Analysis, Product Management, Leadership Development, Business Process..., Sales, Personnel Management, Cross-functional Team..., Executive Management, Talent Management, Business Strategy, Human Resources, Human Capital, Performance Management
Education
Benedictine University 1993 — 1996
Master of Science, Management Information Systems
Eastern Washington University 1980 — 1984
Bachelor of Arts, Biology and Business Administration
Bettendorf High School 1972 — 1976
Mark Argust's New England Financial Experience September 2001 - September 2006
Job Regional Vice President at Equinox Funds
Industry Financial Services
Experience
Equinox Funds March 2012 - Present
Equinox Funds August 2009 - March 2012
Lincoln Financial Group August 2006 - January 2009
New England Financial September 2001 - September 2006
Skills
Series 7, Asset Managment, Equities, Sales, Alternative Investments, Series 63, Mutual Funds, Hedge Funds, Asset Allocation, Asset Management, Financial Services, Financial Advisory, Investments, Separately Managed..., Retirement Planning, Investment Strategies, Securities, Wealth Management, Investment Management, Variable Annuities, Morningstar, Long-term Care, Retirement Plan..., Disability Insurance, Life Insurance, IRAs, Retirement, Series 65, Fixed Income, Series 6
Education
Bentley University 1997 — 2001
Finance
Equinox Funds March 2012 - Present
Equinox Funds August 2009 - March 2012
Lincoln Financial Group August 2006 - January 2009
New England Financial September 2001 - September 2006
Skills
Series 7, Asset Managment, Equities, Sales, Alternative Investments, Series 63, Mutual Funds, Hedge Funds, Asset Allocation, Asset Management, Financial Services, Financial Advisory, Investments, Separately Managed..., Retirement Planning, Investment Strategies, Securities, Wealth Management, Investment Management, Variable Annuities, Morningstar, Long-term Care, Retirement Plan..., Disability Insurance, Life Insurance, IRAs, Retirement, Series 65, Fixed Income, Series 6
Education
Bentley University 1997 — 2001
Finance
Ivan Levine C.P.A., M.B.A., I.A.R. Ivan Levine C.P.A., M.B.A., I.A.R.'s New England Financial Experience June 2011 - February 2013
Job Senior Financial Services Representative
Industry Financial Services
Experience
The Principal Financial Group April 2013 - Present
New England Financial June 2011 - February 2013
Full Service Independent Financial Planning December 2006 - February 2013
Senior Helpers January 2008 - March 2012
RGS Consulting Partners July 1993 - December 1996
IBM September 1986 - June 1993
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Personal Finance, College Savings Plans, 529 Plans, Roth IRA, 401k Rollovers, Wealth Accumulation, IRAs, Variable Annuities, Education Funding, Long Term Care Insurance, Fixed Annuities, Small Business, Qualified Retirement..., Retirement, Saving for Education, Hold Series 7, Building and protecting...
Education
City University of New York-Baruch College
Master of Business Administration (M.B.A.), Finance & Investment
City University of New York-Brooklyn College
Bachelor of Science (BS), Accounting
The Principal Financial Group April 2013 - Present
New England Financial June 2011 - February 2013
Full Service Independent Financial Planning December 2006 - February 2013
Senior Helpers January 2008 - March 2012
RGS Consulting Partners July 1993 - December 1996
IBM September 1986 - June 1993
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Personal Finance, College Savings Plans, 529 Plans, Roth IRA, 401k Rollovers, Wealth Accumulation, IRAs, Variable Annuities, Education Funding, Long Term Care Insurance, Fixed Annuities, Small Business, Qualified Retirement..., Retirement, Saving for Education, Hold Series 7, Building and protecting...
Education
City University of New York-Baruch College
Master of Business Administration (M.B.A.), Finance & Investment
City University of New York-Brooklyn College
Bachelor of Science (BS), Accounting
John Chaimanis's New England Financial Experience June 2001 - May 2002
Job Managing Director, Kendall Sustainable Infrastructure
Industry Venture Capital & Private Equity
Experience
Kendall Sustainable Infrastructure January 2012 - Present
Truelight Energy January 2012 - 2013
Edison Mission Energy July 2007 - January 2012
First Wind (Formerly UPC Wind) June 2006 - September 2006
Uphams Corner Charter School June 2002 - August 2005
New England Financial June 2001 - May 2002
Skills
Renewable Energy, Due Diligence, Wind, Solar Energy, Mergers & Acquisitions, Private Equity, Energy, Project Finance, Negotiation, Strategy, Investments, Electricity Markets, Power Generation, New Business Development, Strategic Planning, Financial Analysis, Marketing Strategy, Finance, Business Planning, Energy Efficiency, Alternative Energy, Portfolio Management, Team Leadership, Real Estate, Cleantech, Joint Ventures, Structured Finance, Energy Policy, Risk Management, Business Development, Environmental Permitting, Infrastructure, PPA, Venture Capital, Valuation, Business Strategy, Financial Structuring, Power purchase..., Impact Investing
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA cum laude
Villanova University 1996 — 2000
BS Finance
Kendall Sustainable Infrastructure January 2012 - Present
Truelight Energy January 2012 - 2013
Edison Mission Energy July 2007 - January 2012
First Wind (Formerly UPC Wind) June 2006 - September 2006
Uphams Corner Charter School June 2002 - August 2005
New England Financial June 2001 - May 2002
Skills
Renewable Energy, Due Diligence, Wind, Solar Energy, Mergers & Acquisitions, Private Equity, Energy, Project Finance, Negotiation, Strategy, Investments, Electricity Markets, Power Generation, New Business Development, Strategic Planning, Financial Analysis, Marketing Strategy, Finance, Business Planning, Energy Efficiency, Alternative Energy, Portfolio Management, Team Leadership, Real Estate, Cleantech, Joint Ventures, Structured Finance, Energy Policy, Risk Management, Business Development, Environmental Permitting, Infrastructure, PPA, Venture Capital, Valuation, Business Strategy, Financial Structuring, Power purchase..., Impact Investing
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA cum laude
Villanova University 1996 — 2000
BS Finance
Sheila Sicilia Sheila Sicilia's New England Financial Experience 1997 - 1998
Job Professor, Computer Studies at Onondaga Community College and Information Technology and Services Consultant
Industry Information Technology and Services
Experience
Onondaga Community College 2004 - Present
SSS Web Solutions 2001 - Present
AppliedTheory 1998 - 2001
New England Financial 1997 - 1998
Computer Sciences Corporation 1995 - 1997
Mutual of New York 1990 - 1995
Eastman School of Music 1989 - 1990
University of Rochester 1985 - 1989
Astra Software Corporation 1984 - 1985
Skills
SQL, C#, Higher Education, Teaching, Distance Learning, Public Speaking, Research, Curriculum Design, Curriculum Development, Student Affairs, Instructional Design, Editing, System Administration, Staff Development, Programming, Technical Writing, Adult Education, Program Development, Fundraising, Data Analysis, Educational Technology, Community Outreach, Nonprofits, Social Networking, Leadership Development, Database Design, University Teaching, E-Learning, Grant Writing, Web Development, PowerPoint, Career Counseling
Education
Binghamton University 2006 — 2007
CAS, Community College Teaching
Rochester Institute of Technology 1986 — 1994
M.S., Computer Science
State University of New York College at Potsdam 1980 — 1982
M.M. - almost!, Music Composition
University of the Pacific 1976 — 1980
B.M., Music Theory/Composition
Sonoma Valley High School 1972 — 1976
Edna Maguire Middle School
Syracuse University
Onondaga Community College 2004 - Present
SSS Web Solutions 2001 - Present
AppliedTheory 1998 - 2001
New England Financial 1997 - 1998
Computer Sciences Corporation 1995 - 1997
Mutual of New York 1990 - 1995
Eastman School of Music 1989 - 1990
University of Rochester 1985 - 1989
Astra Software Corporation 1984 - 1985
Skills
SQL, C#, Higher Education, Teaching, Distance Learning, Public Speaking, Research, Curriculum Design, Curriculum Development, Student Affairs, Instructional Design, Editing, System Administration, Staff Development, Programming, Technical Writing, Adult Education, Program Development, Fundraising, Data Analysis, Educational Technology, Community Outreach, Nonprofits, Social Networking, Leadership Development, Database Design, University Teaching, E-Learning, Grant Writing, Web Development, PowerPoint, Career Counseling
Education
Binghamton University 2006 — 2007
CAS, Community College Teaching
Rochester Institute of Technology 1986 — 1994
M.S., Computer Science
State University of New York College at Potsdam 1980 — 1982
M.M. - almost!, Music Composition
University of the Pacific 1976 — 1980
B.M., Music Theory/Composition
Sonoma Valley High School 1972 — 1976
Edna Maguire Middle School
Syracuse University
Jared Hawk's New England Financial Experience October 2002 - February 2003
Job Continuing Education Marketing
Industry Marketing and Advertising
Experience
Vindice Marketing, LLC March 2011 - Present
Tribute Media, LLC January 2008 - March 2011
Metlife March 2003 - July 2004
New England Financial October 2002 - February 2003
UBS October 2000 - August 2002
Union Bank of California October 1998 - June 1999
Skills
SEO, Online Marketing, Social Media Marketing, Marketing Strategy, SEM, Web Marketing, Social Networking, Marketing, Account Management, Email Marketing, Google Adwords, Lead Generation, Online Advertising, PPC, Small Business, Web Development, Sales, Strategic Planning
Education
Hartnell College 1998 — 2000
Boise State University 1998 — 1998
Salinas High School 1991 — 1994
High School
Vindice Marketing, LLC March 2011 - Present
Tribute Media, LLC January 2008 - March 2011
Metlife March 2003 - July 2004
New England Financial October 2002 - February 2003
UBS October 2000 - August 2002
Union Bank of California October 1998 - June 1999
Skills
SEO, Online Marketing, Social Media Marketing, Marketing Strategy, SEM, Web Marketing, Social Networking, Marketing, Account Management, Email Marketing, Google Adwords, Lead Generation, Online Advertising, PPC, Small Business, Web Development, Sales, Strategic Planning
Education
Hartnell College 1998 — 2000
Boise State University 1998 — 1998
Salinas High School 1991 — 1994
High School
Benjamin Hangge's New England Financial Experience June 2008 - May 2009
Job Commercial Banking Officer at MidCountry Bank
Industry Banking
Experience
MidCountry Bank September 2013 - Present
Central Bank May 2012 - September 2013
American Bank of St. Paul December 2010 - May 2012
Premier Bank June 2010 - December 2010
Speedway, LLC October 2009 - June 2010
Wells Fargo Home Mortgage August 2009 - October 2009
New England Financial June 2008 - May 2009
Premier Banks July 2006 - June 2008
Lake Elmo Bank February 2004 - July 2006
Skills
Banking, Underwriting, Commercial Banking, Analysis, Financial Services, Credit, Sales, Budgets, Credit Analysis, Portfolio Management, Loans, Relationship Management, Finance
Education
Bethel University 2005 — 2009
Bachelor of Arts, Economics and Finance
Concordia University-St. Paul 2004 — 2005
PSEO, General Studies, 3.7 GPA
MidCountry Bank September 2013 - Present
Central Bank May 2012 - September 2013
American Bank of St. Paul December 2010 - May 2012
Premier Bank June 2010 - December 2010
Speedway, LLC October 2009 - June 2010
Wells Fargo Home Mortgage August 2009 - October 2009
New England Financial June 2008 - May 2009
Premier Banks July 2006 - June 2008
Lake Elmo Bank February 2004 - July 2006
Skills
Banking, Underwriting, Commercial Banking, Analysis, Financial Services, Credit, Sales, Budgets, Credit Analysis, Portfolio Management, Loans, Relationship Management, Finance
Education
Bethel University 2005 — 2009
Bachelor of Arts, Economics and Finance
Concordia University-St. Paul 2004 — 2005
PSEO, General Studies, 3.7 GPA
Lingling Chen Lingling Chen's New England Financial Experience July 2011 - December 2011
Job Underwriting Mortgage Associate at DUCA Financial Services Credit Union Ltd.
Industry Financial Services
Experience
DUCA Financial Services Credit Union Ltd. November 2014 - Present
Ginkgo Mortgage Investment Corporation May 2013 - November 2014
Golden Networking September 2012 - December 2012
New England Financial July 2011 - December 2011
HSBC August 2009 - September 2009
Skills
Bloomberg, SPSS, Corporate Finance, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Eviews7, Piano, Belly Dance, Outlook, Mortgage Office, Investments, Microsoft Word, Financial Analysis, Analysis, Economics, PowerPoint, Market Research, Data Analysis, Microsoft Office, Financial Modeling, Finance
Education
Canadian Association of Accredited Mortgage Professionals (CAAMP) 2013 — 2013
Ontario Mortgage Agent Course, Mortgage lending, Completed
Hofstra University 2010 — 2012
Master, Finance
Middle East Belly Dance International Union 2010 — 2010
Senior Instructor, Belly Dance
Beijing Institute of Technology 2006 — 2010
Bachelor, International Business/Trade/Commerce
DUCA Financial Services Credit Union Ltd. November 2014 - Present
Ginkgo Mortgage Investment Corporation May 2013 - November 2014
Golden Networking September 2012 - December 2012
New England Financial July 2011 - December 2011
HSBC August 2009 - September 2009
Skills
Bloomberg, SPSS, Corporate Finance, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Eviews7, Piano, Belly Dance, Outlook, Mortgage Office, Investments, Microsoft Word, Financial Analysis, Analysis, Economics, PowerPoint, Market Research, Data Analysis, Microsoft Office, Financial Modeling, Finance
Education
Canadian Association of Accredited Mortgage Professionals (CAAMP) 2013 — 2013
Ontario Mortgage Agent Course, Mortgage lending, Completed
Hofstra University 2010 — 2012
Master, Finance
Middle East Belly Dance International Union 2010 — 2010
Senior Instructor, Belly Dance
Beijing Institute of Technology 2006 — 2010
Bachelor, International Business/Trade/Commerce
Jerry Horton Jerry Horton's New England Financial Experience September 1997 - December 2001
Job Voluntary Benefits Practice Leader, West Division at The Guardian Life Insurance Company of America
Industry Insurance
Experience
The Guardian Life Insurance Company of America August 2012 - Present
Assurant Employee Benefits 2009 - August 2012
Colonial Supplemental Insurance September 2006 - 2009
Aflac January 2002 - September 2006
New England Financial September 1997 - December 2001
Skills
Outside Sales, Sales, Sales Management, Fixed Annuities, Leadership, Strategy, Management, Small Business, Cold Calling, Long Term Care Insurance, Group Insurance, Account Management, Building Relationships, 401k, Benefits Administration, COBRA, Customer Retention, Customer Service, Direct Sales, Marketing Strategy, New Business Development, Open Enrollment, Sales Presentations, Selling, Universal Life, Whole Life, Workers Compensation, Relationship Management, Training, Sales Operations
Education
Baylor University 1989 — 1994
Communications
The University of Texas at Austin 1992 — 1992
Business
The Guardian Life Insurance Company of America August 2012 - Present
Assurant Employee Benefits 2009 - August 2012
Colonial Supplemental Insurance September 2006 - 2009
Aflac January 2002 - September 2006
New England Financial September 1997 - December 2001
Skills
Outside Sales, Sales, Sales Management, Fixed Annuities, Leadership, Strategy, Management, Small Business, Cold Calling, Long Term Care Insurance, Group Insurance, Account Management, Building Relationships, 401k, Benefits Administration, COBRA, Customer Retention, Customer Service, Direct Sales, Marketing Strategy, New Business Development, Open Enrollment, Sales Presentations, Selling, Universal Life, Whole Life, Workers Compensation, Relationship Management, Training, Sales Operations
Education
Baylor University 1989 — 1994
Communications
The University of Texas at Austin 1992 — 1992
Business
Anthony Papetti's New England Financial Experience May 2009 - August 2009
Job Legal Intern at Pace Environmental Litigation Clinic
Industry Law Practice
Experience
Pace Environmental Litigation Clinic September 2014 - December 2014
Beveridge & Diamond, P.C. May 2014 - July 2014
Hon. Patty Shwartz, U.S. Court of Appeals for the Third Circuit January 2014 - April 2014
Permanent Mission of Sri Lanka to the United Nations September 2013 - December 2013
US Environmental Protection Agency - Headquarters June 2013 - August 2013
WyzAnt Tutoring June 2011 - January 2013
Intertek August 2011 - July 2012
Law Offices of Joseph K. Jones, LLC June 2011 - August 2011
New England Financial May 2009 - August 2009
Gibraltar Laboratories June 2008 - August 2008
Skills
Chemistry, Spanish, Analysis, Editing, Estate Planning, Portfolio Management, Laboratory, Proofreading, Legal Research, Legal Writing, Public Speaking, Research, PowerPoint, Nonprofits
Education
Pace University School of Law 2012 — 2015
Boston College 2007 — 2011
BS, Environmental Geoscience, Chemistry, Hispanic Studies
Pace Environmental Litigation Clinic September 2014 - December 2014
Beveridge & Diamond, P.C. May 2014 - July 2014
Hon. Patty Shwartz, U.S. Court of Appeals for the Third Circuit January 2014 - April 2014
Permanent Mission of Sri Lanka to the United Nations September 2013 - December 2013
US Environmental Protection Agency - Headquarters June 2013 - August 2013
WyzAnt Tutoring June 2011 - January 2013
Intertek August 2011 - July 2012
Law Offices of Joseph K. Jones, LLC June 2011 - August 2011
New England Financial May 2009 - August 2009
Gibraltar Laboratories June 2008 - August 2008
Skills
Chemistry, Spanish, Analysis, Editing, Estate Planning, Portfolio Management, Laboratory, Proofreading, Legal Research, Legal Writing, Public Speaking, Research, PowerPoint, Nonprofits
Education
Pace University School of Law 2012 — 2015
Boston College 2007 — 2011
BS, Environmental Geoscience, Chemistry, Hispanic Studies
Kasra Kaz Khoramabadi Kasra Kaz Khoramabadi's New England Financial Experience July 2012 - April 2013
Job Investment Consultant MDRT
Industry Financial Services
Experience
Futurity First November 2014 - Present
New England Financial July 2012 - April 2013
Skills
Investments, Sales, Retirement Planning, Leadership, Financial Planning, Microsoft Office, Insurance, Life Insurance, Financial Services, Fixed Annuities
Education
American InterContinental University
Futurity First November 2014 - Present
New England Financial July 2012 - April 2013
Skills
Investments, Sales, Retirement Planning, Leadership, Financial Planning, Microsoft Office, Insurance, Life Insurance, Financial Services, Fixed Annuities
Education
American InterContinental University
Kim Worthington Kim Worthington's New England Financial Experience February 1998 - July 1999
Job Religious Education Teacher at Unitarian Universalist Fellowship of Lake Norman
Industry Executive Office
Experience
Unitarian Universalist Fellowship of Lake Norman October 2014 - Present
Bass Pro Shops August 2012 - March 2014
The Morton Arboretum September 2007 - August 2010
The Certified Financial Planner Board of Standards March 1999 - July 2002
New England Financial February 1998 - July 1999
Skills
Travel Planning, Project Planning, Meeting Planning, Communication, Microsoft Word, PowerPoint, Outlook, Microsoft Excel, Microsoft Publisher, Marketing, Newsletters, Social Media Marketing, Email Marketing, Sales, Teaching, Writing lesson plans, Reviewing curriculum
Education
Presbyterian School of Christian Education 1995 — 1997
Master's Degree, Christian Education, 3.2
Appalachian State University 1984 — 1989
Bachelor's Degree, Communications, 3.5
West Mecklenburg High School 1981 — 1984
High School, 3.5
Unitarian Universalist Fellowship of Lake Norman October 2014 - Present
Bass Pro Shops August 2012 - March 2014
The Morton Arboretum September 2007 - August 2010
The Certified Financial Planner Board of Standards March 1999 - July 2002
New England Financial February 1998 - July 1999
Skills
Travel Planning, Project Planning, Meeting Planning, Communication, Microsoft Word, PowerPoint, Outlook, Microsoft Excel, Microsoft Publisher, Marketing, Newsletters, Social Media Marketing, Email Marketing, Sales, Teaching, Writing lesson plans, Reviewing curriculum
Education
Presbyterian School of Christian Education 1995 — 1997
Master's Degree, Christian Education, 3.2
Appalachian State University 1984 — 1989
Bachelor's Degree, Communications, 3.5
West Mecklenburg High School 1981 — 1984
High School, 3.5
Jake Panko Jake Panko's New England Financial Experience April 2011 - March 2012
Job Entrepreneur / Real Estate / Investor / Sales
Industry Venture Capital & Private Equity
Experience
Panko Enterprises June 2014 - Present
Worldwide Express January 2013 - January 2014
MassMutual Financial Group 2012 - 2013
New England Financial April 2011 - March 2012
Lions Clubs International August 2006 - May 2010
Southwestern Company May 2009 - August 2009
Skills
Life Insurance, Disability Insurance, Leadership, Insurance, Small Business, Entrepreneurship, Sales, New Business Development, Public Speaking, Cold Calling, Selling, Employee Benefits, Recruiting, Account Management, Business Development, Fundraising, Finance, Marketing, Training, Strategy, Direct Sales, Time Management
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (BA), Economics & Business
Blinn College 2006 — 2008
Associates, Business
Pharmaceutical Sales Program
Panko Enterprises June 2014 - Present
Worldwide Express January 2013 - January 2014
MassMutual Financial Group 2012 - 2013
New England Financial April 2011 - March 2012
Lions Clubs International August 2006 - May 2010
Southwestern Company May 2009 - August 2009
Skills
Life Insurance, Disability Insurance, Leadership, Insurance, Small Business, Entrepreneurship, Sales, New Business Development, Public Speaking, Cold Calling, Selling, Employee Benefits, Recruiting, Account Management, Business Development, Fundraising, Finance, Marketing, Training, Strategy, Direct Sales, Time Management
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (BA), Economics & Business
Blinn College 2006 — 2008
Associates, Business
Pharmaceutical Sales Program
Alexis Ahrens Alexis Ahrens's New England Financial Experience July 2005 - March 2013
Job Project Manager at Ahrens Inc.
Industry Financial Services
Experience
CORESTAFF Services October 2014 - Present
Ahrens Inc. June 1988 - Present
West Medicine Lake Community Club January 2006 - Present
New England Financial July 2005 - March 2013
LXE Travel February 2002 - January 2006
Carlson Marketing September 2003 - January 2005
Kodak October 2002 - November 2004
Factory Motor Parts January 1995 - August 1997
Skills
Marketing Strategy, Social Media, Customer Service, Marketing, Online Advertising, Marketing Management, Team Building, Team Leadership, Coaching, Sales Management, Account Management, Strategic Planning, Advertising, New Business Development, Brewing, Online Marketing, Microsoft Excel, CRM, Event Management, Product Development, Social Media Marketing
Education
University of Minnesota 1993 — 1999
B.A., CLA
The Travel Academy 2002 — 2002
Certification, Travel Industry
Universidad de los Andes (VE) 1998 — 1998
BA, Art, Culture, Language, Foreign Studies
Universidad Morelos de Cuernavaca 1996 — 1996
Art, Culture, Language
CORESTAFF Services October 2014 - Present
Ahrens Inc. June 1988 - Present
West Medicine Lake Community Club January 2006 - Present
New England Financial July 2005 - March 2013
LXE Travel February 2002 - January 2006
Carlson Marketing September 2003 - January 2005
Kodak October 2002 - November 2004
Factory Motor Parts January 1995 - August 1997
Skills
Marketing Strategy, Social Media, Customer Service, Marketing, Online Advertising, Marketing Management, Team Building, Team Leadership, Coaching, Sales Management, Account Management, Strategic Planning, Advertising, New Business Development, Brewing, Online Marketing, Microsoft Excel, CRM, Event Management, Product Development, Social Media Marketing
Education
University of Minnesota 1993 — 1999
B.A., CLA
The Travel Academy 2002 — 2002
Certification, Travel Industry
Universidad de los Andes (VE) 1998 — 1998
BA, Art, Culture, Language, Foreign Studies
Universidad Morelos de Cuernavaca 1996 — 1996
Art, Culture, Language
Elaine Oteri's New England Financial Experience 1996 - 2001
Job Information Technology Director
Industry Financial Services
Experience
Berklee College of Music July 2013 - Present
MetLife 2006 - February 2013
MetLife 2001 - 2006
New England Financial 1996 - 2001
New England Financial 1992 - 1995
New England Financial 1990 - 1992
Skills
Vendor Management, Process Improvement, SDLC, Business Analysis, Telecommunications, Telecom Expense..., IT Infrastructure..., IT Outsourcing, Contract Negotiation, Strategic Sourcing, Leadership, Project Management, IT Strategy, Management, Project Portfolio..., IT Management, PMO, Disaster Recovery, Outsourcing, Networking, Enterprise Architecture, Program Management, Business Process..., Business Process, Integration, Sourcing, Governance, PMP, Information Technology, Data Center, ITIL, IT Operations, CRM, Business Intelligence, IT Service Management
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Business
Clark University
BA, Psychology
Berklee College of Music July 2013 - Present
MetLife 2006 - February 2013
MetLife 2001 - 2006
New England Financial 1996 - 2001
New England Financial 1992 - 1995
New England Financial 1990 - 1992
Skills
Vendor Management, Process Improvement, SDLC, Business Analysis, Telecommunications, Telecom Expense..., IT Infrastructure..., IT Outsourcing, Contract Negotiation, Strategic Sourcing, Leadership, Project Management, IT Strategy, Management, Project Portfolio..., IT Management, PMO, Disaster Recovery, Outsourcing, Networking, Enterprise Architecture, Program Management, Business Process..., Business Process, Integration, Sourcing, Governance, PMP, Information Technology, Data Center, ITIL, IT Operations, CRM, Business Intelligence, IT Service Management
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Business
Clark University
BA, Psychology
Megan Autrey Megan Autrey's New England Financial Experience January 2012 - September 2012
Job Marketing/Customer Relations at MissionTripInsurance.com
Industry Insurance
Experience
Mission Trip Insurance.com October 2012 - Present
UNITED STATES AIR FORCE ACADEMY March 2012 - Present
Melaleuca August 2012 - June 2013
New England Financial January 2012 - September 2012
Producers Financial Network, LLC December 2010 - January 2012
New England Financial January 2010 - December 2010
Mid Atlantic Community Church January 2009 - January 2010
Skills
Organizational..., Customer Relations, Efficiency Improvement, Insurance, Retirement Planning, Time Management, Teamwork, Finance, Management, Life Insurance, Strategic Financial..., Customer Service, Public Speaking, Travel Arrangements, Outlook, Disability Insurance, Administrative..., Fixed Annuities
Education
University of Colorado at Colorado Springs 2012 — 2014
Nutrition, Health Services/Allied Health/Health Sciences, General
Anne Arundel Community College 2004 — 2008
Associate's Degree, Business and Mathematics
Bowie High School 1999 — 2003
Diploma
Mission Trip Insurance.com October 2012 - Present
UNITED STATES AIR FORCE ACADEMY March 2012 - Present
Melaleuca August 2012 - June 2013
New England Financial January 2012 - September 2012
Producers Financial Network, LLC December 2010 - January 2012
New England Financial January 2010 - December 2010
Mid Atlantic Community Church January 2009 - January 2010
Skills
Organizational..., Customer Relations, Efficiency Improvement, Insurance, Retirement Planning, Time Management, Teamwork, Finance, Management, Life Insurance, Strategic Financial..., Customer Service, Public Speaking, Travel Arrangements, Outlook, Disability Insurance, Administrative..., Fixed Annuities
Education
University of Colorado at Colorado Springs 2012 — 2014
Nutrition, Health Services/Allied Health/Health Sciences, General
Anne Arundel Community College 2004 — 2008
Associate's Degree, Business and Mathematics
Bowie High School 1999 — 2003
Diploma
Tony Ash, CFA's New England Financial Experience April 1982 - November 1985
Job Managing Director at Julex Capital Management
Industry Financial Services
Experience
Julex Capital Management June 2012 - Present
Sun Life Financial January 1999 - March 2011
Sun Life Financial January 1998 - December 1998
Sun Life Financial November 1985 - December 1997
New England Financial April 1982 - November 1985
Skills
Interest Rate Risk..., Analytical Approach, Asset Management, Investment Strategies, Asset Allocation, Investments, Portfolio Management, Liquidity Risk, ALM, Credit Risk, Investment planning, Investment Policy, Relative Value, Investment Process
Education
Boston College - Wallace E. Carroll Graduate School of Management 1979 — 1982
MBA, Investments/Finance
Boston College 1975 — 1979
BA, Economics
Julex Capital Management June 2012 - Present
Sun Life Financial January 1999 - March 2011
Sun Life Financial January 1998 - December 1998
Sun Life Financial November 1985 - December 1997
New England Financial April 1982 - November 1985
Skills
Interest Rate Risk..., Analytical Approach, Asset Management, Investment Strategies, Asset Allocation, Investments, Portfolio Management, Liquidity Risk, ALM, Credit Risk, Investment planning, Investment Policy, Relative Value, Investment Process
Education
Boston College - Wallace E. Carroll Graduate School of Management 1979 — 1982
MBA, Investments/Finance
Boston College 1975 — 1979
BA, Economics
Mark Conklin, CLCS, CRIS Mark Conklin, CLCS, CRIS's New England Financial Experience March 1993 - February 2005
Job Vice President at Wick Pilcher Insurance
Industry Insurance
Experience
Wick Pilcher Insurance July 2008 - Present
Continental Commercial Insurance Brokers, Inc February 2005 - June 2008
New England Financial March 1993 - February 2005
Education
Arizona State University 1990 — 1995
Bachelor of Science, Finance
Glendale Community College 1985 — 1989
Associates, Business
Cortez
Wick Pilcher Insurance July 2008 - Present
Continental Commercial Insurance Brokers, Inc February 2005 - June 2008
New England Financial March 1993 - February 2005
Education
Arizona State University 1990 — 1995
Bachelor of Science, Finance
Glendale Community College 1985 — 1989
Associates, Business
Cortez
Rob Rejewski's New England Financial Experience 2003 - 2003
Job Regional Director at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group March 2015 - Present
John Hancock Insurance January 2014 - March 2015
John Hancock Life Insurance Company (U.S.A.) July 2008 - January 2014
Society of Financial Service Professionals May 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.) February 2007 - July 2008
Baystate Financial Services 2006 - 2007
DMI Marketing 2003 - 2006
New England Financial 2003 - 2003
MetLife 2001 - 2003
Prudential Financial 2000 - 2001
Skills
Certified Financial..., CLU, Life Insurance, Estate Planning, Succession Planning, Long-term Care, Financial Planners, Financial Services, Continuing Education, ChFC, Insurance, Business Planning, Series 7, Finance, Financial Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2000
MBA, Business, Management, Marketing, and Related Support Services
Bentley University 1993 — 1997
Bachelor of Science, Management
Lincoln Financial Group March 2015 - Present
John Hancock Insurance January 2014 - March 2015
John Hancock Life Insurance Company (U.S.A.) July 2008 - January 2014
Society of Financial Service Professionals May 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.) February 2007 - July 2008
Baystate Financial Services 2006 - 2007
DMI Marketing 2003 - 2006
New England Financial 2003 - 2003
MetLife 2001 - 2003
Prudential Financial 2000 - 2001
Skills
Certified Financial..., CLU, Life Insurance, Estate Planning, Succession Planning, Long-term Care, Financial Planners, Financial Services, Continuing Education, ChFC, Insurance, Business Planning, Series 7, Finance, Financial Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2000
MBA, Business, Management, Marketing, and Related Support Services
Bentley University 1993 — 1997
Bachelor of Science, Management
Linda Garcia-Mendez Linda Garcia-Mendez's New England Financial Experience September 2008 - May 2011
Job Masters of Accountancy Student
Industry Accounting
Experience
Ernst & Young February 2013 - March 2013
Progressive Financial Concepts June 2011 - December 2012
Ernst & Young June 2012 - July 2012
New England Financial September 2008 - May 2011
Skills
Financial Analysis, Accounting, Financial Reporting, Auditing, CPA, Assurance, Financial Accounting, Financial Statements, Internal Controls, Cost Accounting, GAAP, US GAAP, Finance, Access, SEC filings, Microsoft Office, PeopleSoft, Sarbanes-Oxley Act, Microsoft Excel
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Masters in Accountancy
Arizona State University, W. P. Carey School of Business 2010 — 2012
B.S., Accounting, GPA - 3.82
Ernst & Young February 2013 - March 2013
Progressive Financial Concepts June 2011 - December 2012
Ernst & Young June 2012 - July 2012
New England Financial September 2008 - May 2011
Skills
Financial Analysis, Accounting, Financial Reporting, Auditing, CPA, Assurance, Financial Accounting, Financial Statements, Internal Controls, Cost Accounting, GAAP, US GAAP, Finance, Access, SEC filings, Microsoft Office, PeopleSoft, Sarbanes-Oxley Act, Microsoft Excel
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Masters in Accountancy
Arizona State University, W. P. Carey School of Business 2010 — 2012
B.S., Accounting, GPA - 3.82
Gayle Coleman, CLF Gayle Coleman, CLF's New England Financial Experience December 1994 - December 2012
Job Sr. Transition Consultant at MetLife
Industry Financial Services
Experience
MetLife November 2012 - Present
New England Financial December 1994 - December 2012
Principal Financial Group December 2003 - August 2006
Northwestern Mutual July 1991 - December 1994
Skills
Temporary Placement, Benefits Administration, Critical Thinking, Metrics, Financial Services, Organization
Education
The American College 2012 — 2013
CLF
Appalachian State University 1986 — 1990
BS, Public Relations, Advertising, and Applied Communication
MetLife November 2012 - Present
New England Financial December 1994 - December 2012
Principal Financial Group December 2003 - August 2006
Northwestern Mutual July 1991 - December 1994
Skills
Temporary Placement, Benefits Administration, Critical Thinking, Metrics, Financial Services, Organization
Education
The American College 2012 — 2013
CLF
Appalachian State University 1986 — 1990
BS, Public Relations, Advertising, and Applied Communication
Rayona Bennett Rayona Bennett's New England Financial Experience April 1997 - December 1998
Job Owner/franchisee at Decorating Den Interiors
Industry Retail
Experience
Decorating Den Interiors January 2012 - Present
Arhaus Furniture December 2010 - November 2011
Morgan Stanley 2003 - 2004
New England Financial April 1997 - December 1998
New England Funds March 1997 - December 1998
Skills
Window Treatments, Space-planning, Furnishings, Furniture, Custom Furniture, Interior Design, Floor Plans, Home Staging, Draperies, Upholstery, Shades, Blinds, Merchandising, Space planning, Retail, Bedding, Accessorizing, Window Coverings, Shutters, Rugs, Finish, Universal Design, Carpet, Color Schemes, Flooring, Commercial Design, Area Rugs, Wallpaper, Residential Design, Home Accessories, Bathrooms, Curtains, Interior Architecture, Cabinetry, Lighting
Education
Academy of Art University 2009 — 2010
Interior Architecture and Design
Skidmore College 1981 — 1985
BS, Dance History, Business
Decorating Den Interiors January 2012 - Present
Arhaus Furniture December 2010 - November 2011
Morgan Stanley 2003 - 2004
New England Financial April 1997 - December 1998
New England Funds March 1997 - December 1998
Skills
Window Treatments, Space-planning, Furnishings, Furniture, Custom Furniture, Interior Design, Floor Plans, Home Staging, Draperies, Upholstery, Shades, Blinds, Merchandising, Space planning, Retail, Bedding, Accessorizing, Window Coverings, Shutters, Rugs, Finish, Universal Design, Carpet, Color Schemes, Flooring, Commercial Design, Area Rugs, Wallpaper, Residential Design, Home Accessories, Bathrooms, Curtains, Interior Architecture, Cabinetry, Lighting
Education
Academy of Art University 2009 — 2010
Interior Architecture and Design
Skidmore College 1981 — 1985
BS, Dance History, Business
Fred Warner Fred Warner's New England Financial Experience January 2000 - December 2003
Job Independent Broker & Owner, Fred Warner Assoc
Industry Insurance
Experience
Fred Warner Assoc January 1986 - Present
New England Financial January 2000 - December 2003
Prudential Financial January 1983 - December 1986
Equitable Insurance January 1981 - December 1983
Shearson Hayden Stone/Saul Lerner Division January 1974 - December 1980
Skills
Insurance, Health Insurance, Disability Insurance, Retirement Planning, Life Insurance, Long-term Care, Employee Benefits, Medicare, Fixed Annuities, Payroll, Risk Management, Universal Life, Strategic Planning, Underwriting, Customer Service
Education
City University of New York-Baruch College 1958 — 1964
BA, Accounting
Fred Warner Assoc January 1986 - Present
New England Financial January 2000 - December 2003
Prudential Financial January 1983 - December 1986
Equitable Insurance January 1981 - December 1983
Shearson Hayden Stone/Saul Lerner Division January 1974 - December 1980
Skills
Insurance, Health Insurance, Disability Insurance, Retirement Planning, Life Insurance, Long-term Care, Employee Benefits, Medicare, Fixed Annuities, Payroll, Risk Management, Universal Life, Strategic Planning, Underwriting, Customer Service
Education
City University of New York-Baruch College 1958 — 1964
BA, Accounting
John Skender John Skender's New England Financial Experience March 2010 - June 2011
Job Founder at The Skender Homes Group, LLC
Industry Real Estate
Experience
The Skender Homes Group LLC March 2012 - Present
Coldwell Banker Real Estate June 2011 - Present
New England Financial March 2010 - June 2011
Waddell & Reed Financial Services February 2008 - February 2010
Spector, Spector, Evans, & Manogue June 2007 - August 2007
Skills
Real Estate Development, Foreclosures, Sellers, Finance, Real Estate Transactions, Market Analysis, Construction, Investors, Investment Properties, Real Estate Economics, Brokerage, Contract Negotiation, Referrals, Investment Strategies, Rentals, Asset Management, Buyer Representation, Leases, REO, Business, Real Estate Financing, Loans, Short Sales, Residential Homes, Sales, Selling, Real Property, Real Estate Investor, Valuation, Entrepreneurship, Strategic Financial..., Venture Capital, Portfolio Management, Due Diligence, Property Search, Property Financing, Commercial Real Estate, Buyers, Single Family Homes, Negotiation, Deal Structures, Property Management, Relocation
Education
Allegheny College 2004 — 2007
Bachelors of Science, Philosophy & Political Science
Pine-Richland High School 2000 — 2002
North Allegheny High School 1998 — 2000
The Skender Homes Group LLC March 2012 - Present
Coldwell Banker Real Estate June 2011 - Present
New England Financial March 2010 - June 2011
Waddell & Reed Financial Services February 2008 - February 2010
Spector, Spector, Evans, & Manogue June 2007 - August 2007
Skills
Real Estate Development, Foreclosures, Sellers, Finance, Real Estate Transactions, Market Analysis, Construction, Investors, Investment Properties, Real Estate Economics, Brokerage, Contract Negotiation, Referrals, Investment Strategies, Rentals, Asset Management, Buyer Representation, Leases, REO, Business, Real Estate Financing, Loans, Short Sales, Residential Homes, Sales, Selling, Real Property, Real Estate Investor, Valuation, Entrepreneurship, Strategic Financial..., Venture Capital, Portfolio Management, Due Diligence, Property Search, Property Financing, Commercial Real Estate, Buyers, Single Family Homes, Negotiation, Deal Structures, Property Management, Relocation
Education
Allegheny College 2004 — 2007
Bachelors of Science, Philosophy & Political Science
Pine-Richland High School 2000 — 2002
North Allegheny High School 1998 — 2000
Ty Erb Ty Erb's New England Financial Experience May 2006 - January 2010
Job Sr Finanical Sales Advisor II at BBVA Compass
Industry Banking
Experience
BBVA Compass October 2012 - Present
BBVA Compass October 2010 - October 2012
New England Financial May 2006 - January 2010
Morgan Stanley June 2005 - May 2006
Regions Financial Corporation 2001 - 2004
Regions Financial Corporation 2001 - 2004
Skills
Mortgage Lending, Banking, Investments, Insurance, Commercial Lending, Small Business Lending, Life Insurance, Fixed Annuities, Mutual Funds, Loans, Credit, Consumer Lending, Series 7, Retirement Planning, Finance, Customer Service
Education
Auburn University at Montgomery 1995 — 2000
Bachelor of Science Business Administration (B.S.B.A), Business Management
BBVA Compass October 2012 - Present
BBVA Compass October 2010 - October 2012
New England Financial May 2006 - January 2010
Morgan Stanley June 2005 - May 2006
Regions Financial Corporation 2001 - 2004
Regions Financial Corporation 2001 - 2004
Skills
Mortgage Lending, Banking, Investments, Insurance, Commercial Lending, Small Business Lending, Life Insurance, Fixed Annuities, Mutual Funds, Loans, Credit, Consumer Lending, Series 7, Retirement Planning, Finance, Customer Service
Education
Auburn University at Montgomery 1995 — 2000
Bachelor of Science Business Administration (B.S.B.A), Business Management
Rick Denton, CLU, ChFC, AEP Rick Denton, CLU, ChFC, AEP's New England Financial Experience February 1970 - 2001
Job Financial Representative at Baystate Financial Services
Industry Financial Services
Experience
Baystate Financial 1970 - Present
New England Financial February 1970 - 2001
Skills
Retirement Planning, Disability Insurance, Retirement, Estate Planning, Wealth Preservation...
Education
Alfred University 1958 — 1962
B.A., Business and Economics
Baystate Financial 1970 - Present
New England Financial February 1970 - 2001
Skills
Retirement Planning, Disability Insurance, Retirement, Estate Planning, Wealth Preservation...
Education
Alfred University 1958 — 1962
B.A., Business and Economics
Geoffrey M. Rhines, CPA/PFS, CGMA Geoffrey M. Rhines, CPA/PFS, CGMA's New England Financial Experience 2001 - 2003
Job Retirement Plan Consultant at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group October 2014 - Present
401(k) 403(b) Advisors March 2012 - October 2014
Robert W. Baird & Co. August 2010 - March 2012
Marsh 2003 - May 2010
New England Financial 2001 - 2003
Emory Healthcare 1997 - 2001
UPS 1978 - 1997
Skills
Executive Pay, Succession Planning, Deferred Compensation, Qualified Retirement..., Wealth Management, Investments, Life Insurance, Corporate Benefits, Defined Benefit, Retirement Plan..., Executive Compensation, Wealth Preservation, Inforce Life Insurance..., Captive Insurance..., ERISA, Business Succession, 401k, Series 7, CPA, Investment Strategies, Portfolio Management
Education
Emory University - Goizueta Business School 1995 — 1996
MBA, Finance
Avila University 1982 — 1987
BSBA, Accounting
SageView Advisory Group October 2014 - Present
401(k) 403(b) Advisors March 2012 - October 2014
Robert W. Baird & Co. August 2010 - March 2012
Marsh 2003 - May 2010
New England Financial 2001 - 2003
Emory Healthcare 1997 - 2001
UPS 1978 - 1997
Skills
Executive Pay, Succession Planning, Deferred Compensation, Qualified Retirement..., Wealth Management, Investments, Life Insurance, Corporate Benefits, Defined Benefit, Retirement Plan..., Executive Compensation, Wealth Preservation, Inforce Life Insurance..., Captive Insurance..., ERISA, Business Succession, 401k, Series 7, CPA, Investment Strategies, Portfolio Management
Education
Emory University - Goizueta Business School 1995 — 1996
MBA, Finance
Avila University 1982 — 1987
BSBA, Accounting
Jonathan Kroll's New England Financial Experience May 2009 - January 2010
Job Owner at Fred Astaire Paradise Valley
Industry Staffing and Recruiting
Experience
Fred Astaire Paradise Valley December 2011 - Present
various start-ups September 2011 - Present
Self August 2011 - Present
Self 2010 - Present
Renaissance Personnel Group February 2011 - September 2011
ESI Corp January 2010 - February 2011
New England Financial May 2009 - January 2010
New England Financial January 2005 - January 2010
Big Bear Import Brokers January 2008 - June 2008
Circuit City Inc January 2003 - December 2004
Skills
Public Speaking, Analysis, Strategic Consulting, Management, Social Media, Recruiting, Finance, Start-ups, Market Research
Education
Arizona State University 2008 — 2010
Bachelor Degree, Economics; Economics/ Anthropology
Arizona State University - W. P. Carey School of Business 2007 — 2010
Bachelors, Economics
Scottsdale Community College 2005 — 2007
Associate Business, Management
Travel
Fred Astaire Paradise Valley December 2011 - Present
various start-ups September 2011 - Present
Self August 2011 - Present
Self 2010 - Present
Renaissance Personnel Group February 2011 - September 2011
ESI Corp January 2010 - February 2011
New England Financial May 2009 - January 2010
New England Financial January 2005 - January 2010
Big Bear Import Brokers January 2008 - June 2008
Circuit City Inc January 2003 - December 2004
Skills
Public Speaking, Analysis, Strategic Consulting, Management, Social Media, Recruiting, Finance, Start-ups, Market Research
Education
Arizona State University 2008 — 2010
Bachelor Degree, Economics; Economics/ Anthropology
Arizona State University - W. P. Carey School of Business 2007 — 2010
Bachelors, Economics
Scottsdale Community College 2005 — 2007
Associate Business, Management
Travel
Stephanie Shafer's New England Financial Experience 2004 - 2005
Job Director of Transition at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial September 2013 - Present
SagePoint Financial April 2009 - September 2013
AIG Advisor Group April 2005 - August 2008
New England Financial 2004 - 2005
Skills
FINRA, Series 7, Series 24, Series 63, Securities, Investments, Insurance, Asset Management, Retirement Planning, Strategic Financial..., Mutual Funds, Financial Services, Investment Advisory, Investment Strategies, Estate Planning, Fixed Income
Education
Arizona State University - W. P. Carey School of Business 2000 — 2003
B.S., Finance
SagePoint Financial September 2013 - Present
SagePoint Financial April 2009 - September 2013
AIG Advisor Group April 2005 - August 2008
New England Financial 2004 - 2005
Skills
FINRA, Series 7, Series 24, Series 63, Securities, Investments, Insurance, Asset Management, Retirement Planning, Strategic Financial..., Mutual Funds, Financial Services, Investment Advisory, Investment Strategies, Estate Planning, Fixed Income
Education
Arizona State University - W. P. Carey School of Business 2000 — 2003
B.S., Finance
Lester Arevalo Lester Arevalo's New England Financial Experience July 2011 - July 2012
Job =
Industry Insurance
Experience
Whittier Union High School District October 2012 - Present
Metropolitan Transit Authority February 2012 - December 2012
International Council of Alpha Phi Omega January 2011 - December 2012
New England Financial July 2011 - July 2012
Meridian Credit Union 2009 - 2010
Alpha Phi Omega Alumni Council of North America January 2007 - December 2008
Skills
Retirement Planning, Investments, Long Term Care Insurance, Retirement, Executive Benefit..., Insurance, Term Life Insurance, Life Insurance, Asset Management, Sales, Disability Insurance, Financial Advisory, Employee Benefits, Leadership, IRAs, Strategic Financial..., Financial Services, Fixed Annuities, Time Management, Management, Asset Allocation, Risk Management, Community Leadership, Variable Products, College Savings Plans, Wealth Management, Mutual Funds, 401k, Financial Analysis, Long-term Care, Investment Advisory, Variable Life, Strategic Planning, Investment Strategies, 529 Plans, Key Person Protection, Series 7, Education Funding, Series 6, Universal Life, Roth IRA, Variable Annuities, 401k Rollovers
Education
University of the Philippines 1972 — 1976
BS Biology
Ateneo de Manila University 1968 — 1972
High School, 85
St James Academy 1960 — 1968
Grade School, 90
Whittier Union High School District October 2012 - Present
Metropolitan Transit Authority February 2012 - December 2012
International Council of Alpha Phi Omega January 2011 - December 2012
New England Financial July 2011 - July 2012
Meridian Credit Union 2009 - 2010
Alpha Phi Omega Alumni Council of North America January 2007 - December 2008
Skills
Retirement Planning, Investments, Long Term Care Insurance, Retirement, Executive Benefit..., Insurance, Term Life Insurance, Life Insurance, Asset Management, Sales, Disability Insurance, Financial Advisory, Employee Benefits, Leadership, IRAs, Strategic Financial..., Financial Services, Fixed Annuities, Time Management, Management, Asset Allocation, Risk Management, Community Leadership, Variable Products, College Savings Plans, Wealth Management, Mutual Funds, 401k, Financial Analysis, Long-term Care, Investment Advisory, Variable Life, Strategic Planning, Investment Strategies, 529 Plans, Key Person Protection, Series 7, Education Funding, Series 6, Universal Life, Roth IRA, Variable Annuities, 401k Rollovers
Education
University of the Philippines 1972 — 1976
BS Biology
Ateneo de Manila University 1968 — 1972
High School, 85
St James Academy 1960 — 1968
Grade School, 90
Clint Rosebush, CFP® Clint Rosebush, CFP®'s New England Financial Experience May 2002 - April 2003
Job
Industry Financial Services
Experience
Charles Schwab March 2013 - Present
Charles Schwab May 2010 - March 2013
T. Rowe Price September 2005 - July 2011
T. Rowe Price September 2005 - December 2007
T. Rowe Price January 2004 - April 2005
New England Financial May 2002 - April 2003
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
MBA, Innovation in the Financial Services Industry
University of Colorado Colorado Springs 1999 — 2003
Bachelor of Science, Finance
Charles Schwab March 2013 - Present
Charles Schwab May 2010 - March 2013
T. Rowe Price September 2005 - July 2011
T. Rowe Price September 2005 - December 2007
T. Rowe Price January 2004 - April 2005
New England Financial May 2002 - April 2003
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
MBA, Innovation in the Financial Services Industry
University of Colorado Colorado Springs 1999 — 2003
Bachelor of Science, Finance
Gerry Kreuz CLU, ChFC, FLMI Gerry Kreuz CLU, ChFC, FLMI's New England Financial Experience September 1995 - February 2001
Job Regional Vice President Savings Bank Life Insurance
Industry Insurance
Experience
Savings Bank Life Insurance February 2001 - Present
New England Financial September 1995 - February 2001
Skills
Life Insurance..., Life Insurance Point of..., Insurance Marketing, Annuities, Term Life Insurance, Insurance, Disability Insurance, Long-term Care, Property & Casualty..., Brokers, Retirement, Universal Life, Fixed Annuities, Marketing, Long Term Care Insurance, Life Insurance, 401k, Whole Life, Sales, Permanent Life Insurance, Key Person Insurance, Variable Annuities, General Insurance, Insurance Brokerage, Retirement Savings, Buy-sell Agreements, Wealth Accumulation, Financial Advisory, Wealth, Financial Services
Education
Berklee College of Music 1981 — 1985
Bachelors Degree, Professional Music
Savings Bank Life Insurance February 2001 - Present
New England Financial September 1995 - February 2001
Skills
Life Insurance..., Life Insurance Point of..., Insurance Marketing, Annuities, Term Life Insurance, Insurance, Disability Insurance, Long-term Care, Property & Casualty..., Brokers, Retirement, Universal Life, Fixed Annuities, Marketing, Long Term Care Insurance, Life Insurance, 401k, Whole Life, Sales, Permanent Life Insurance, Key Person Insurance, Variable Annuities, General Insurance, Insurance Brokerage, Retirement Savings, Buy-sell Agreements, Wealth Accumulation, Financial Advisory, Wealth, Financial Services
Education
Berklee College of Music 1981 — 1985
Bachelors Degree, Professional Music
Mitchell Carlson Mitchell Carlson's New England Financial Experience 2013 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
New England Financial 2013 - 2013
Batteries Plus Bulbs June 2012 - August 2012
Assurant Health June 2009 - August 2009
Education
Beloit College 2010 — 2014
Bachelor of Arts (B.A.), Business Economics
New England Financial 2013 - 2013
Batteries Plus Bulbs June 2012 - August 2012
Assurant Health June 2009 - August 2009
Education
Beloit College 2010 — 2014
Bachelor of Arts (B.A.), Business Economics
Don Higgins Don Higgins's New England Financial Experience December 1995 - January 1999
Job IT Strategic Planning, Governance and Portfolio Management
Industry Financial Services
Experience
Santander Bank, N.A. May 2014 - Present
MetLife January 2013 - December 2013
MetLife February 2010 - December 2012
MetLife February 2008 - January 2010
MetLife January 2005 - December 2007
MetLife January 1999 - December 2004
New England Financial December 1995 - January 1999
New England Financial December 1990 - November 1995
New England Financial December 1987 - November 1990
New England Financial March 1985 - November 1987
Skills
Operations Management, Organizational..., Team Building, Process Improvement, Change Management, IT Portfolio Management, IT Governance, IT Planning, Operational & Business..., Financial Reporting &..., PPPM Tools, Project Portfolio..., Governance, Leadership, IT Management, PMO, Management, IT Portfolio, Technology Planning, Cross-functional Team..., Strategy, SDLC
Education
Fairfield University
Bachelor of Science (BS), Business Administration and Management, General
Bentley University
Master of Business Administration (MBA)
Santander Bank, N.A. May 2014 - Present
MetLife January 2013 - December 2013
MetLife February 2010 - December 2012
MetLife February 2008 - January 2010
MetLife January 2005 - December 2007
MetLife January 1999 - December 2004
New England Financial December 1995 - January 1999
New England Financial December 1990 - November 1995
New England Financial December 1987 - November 1990
New England Financial March 1985 - November 1987
Skills
Operations Management, Organizational..., Team Building, Process Improvement, Change Management, IT Portfolio Management, IT Governance, IT Planning, Operational & Business..., Financial Reporting &..., PPPM Tools, Project Portfolio..., Governance, Leadership, IT Management, PMO, Management, IT Portfolio, Technology Planning, Cross-functional Team..., Strategy, SDLC
Education
Fairfield University
Bachelor of Science (BS), Business Administration and Management, General
Bentley University
Master of Business Administration (MBA)
Chris Ceponis's New England Financial Experience February 2010 - July 2012
Job Investment Advisor at Ceponis Financial Group
Industry Financial Services
Experience
Ceponis Financial Group July 2012 - Present
New England Financial February 2010 - July 2012
New England Financial January 2001 - February 2010
New England Financial September 1987 - December 2000
Skills
Investments, Estate Planning, Retirement, Insurance, Life Insurance, Finance, Retirement Planning, Investment Management, Strategic Financial..., Series 63, Mutual Funds, Qualified Retirement..., Management, 401k, Employee Benefits, Small Business, Wealth Management, Financial Advisory, Social Security Planning, Employee Benefits Design
Education
Belmont Abbey College 1980 — 1984
Bachelor of Science (BS), Marketing
Immaculata High School 1976 — 1980
Ceponis Financial Group July 2012 - Present
New England Financial February 2010 - July 2012
New England Financial January 2001 - February 2010
New England Financial September 1987 - December 2000
Skills
Investments, Estate Planning, Retirement, Insurance, Life Insurance, Finance, Retirement Planning, Investment Management, Strategic Financial..., Series 63, Mutual Funds, Qualified Retirement..., Management, 401k, Employee Benefits, Small Business, Wealth Management, Financial Advisory, Social Security Planning, Employee Benefits Design
Education
Belmont Abbey College 1980 — 1984
Bachelor of Science (BS), Marketing
Immaculata High School 1976 — 1980
Jonathan Van Eck's New England Financial Experience June 2012 - August 2012
Job Registered Representative at New England Securities
Industry Financial Services
Experience
New England Securities August 2012 - August 2013
New England Financial June 2012 - August 2012
Skills
Economics, Data Analysis, Series 7, Series 63, Analytics, Financial Markets, Financial Risk, Econometrics, Capital Markets, Problem Solving, Money Market, Economic Research, Leadership, Microsoft Excel, Microsoft Word, PowerPoint
Education
Armstrong Atlantic State University 2010 — 2012
Bachelor of Arts (B.A.), Economics
Auburn University 2008 — 2010
New England Securities August 2012 - August 2013
New England Financial June 2012 - August 2012
Skills
Economics, Data Analysis, Series 7, Series 63, Analytics, Financial Markets, Financial Risk, Econometrics, Capital Markets, Problem Solving, Money Market, Economic Research, Leadership, Microsoft Excel, Microsoft Word, PowerPoint
Education
Armstrong Atlantic State University 2010 — 2012
Bachelor of Arts (B.A.), Economics
Auburn University 2008 — 2010
Bill Ahearn's New England Financial Experience July 2001 - May 2005
Job Finance & Insurance
Industry Financial Services
Experience
MML Investors Services, LLC May 2010 - Present
Otis & Ahearn, Inc. May 2005 - Present
Baystate Financial Services June 2000 - May 2010
New England Financial July 2001 - May 2005
Amica Insurance June 2000 - July 2001
Baystate Financial Services July 1997 - June 2000
Prudential Insurance May 1978 - July 1997
Skills
Insurance, Fixed Annuities, Disability Insurance, Retirement Planning, Life Insurance, Mutual Funds, Series 6, Retirement, Long-term Care, Strategic Financial..., Series 7, Estate Planning
Education
American College 1985 — 1994
CLU, ChFC
Babson College 1973 — 1976
BS, Marketing
Boston College 1972 — 1973
MML Investors Services, LLC May 2010 - Present
Otis & Ahearn, Inc. May 2005 - Present
Baystate Financial Services June 2000 - May 2010
New England Financial July 2001 - May 2005
Amica Insurance June 2000 - July 2001
Baystate Financial Services July 1997 - June 2000
Prudential Insurance May 1978 - July 1997
Skills
Insurance, Fixed Annuities, Disability Insurance, Retirement Planning, Life Insurance, Mutual Funds, Series 6, Retirement, Long-term Care, Strategic Financial..., Series 7, Estate Planning
Education
American College 1985 — 1994
CLU, ChFC
Babson College 1973 — 1976
BS, Marketing
Boston College 1972 — 1973
Allison Bert, MBA's New England Financial Experience June 2007 - August 2007
Job Business and Investment Analyst
Industry Investment Management
Experience
Hartford Investment Management August 2011 - Present
The Hartford August 2008 - July 2011
New England Financial June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Portfolio Management, Financial Modeling, Investments, Financial Analysis, Bloomberg, Fixed Income, Leadership, Innovation, Relationship Building, Research, Valuation, Creative Direction, Business Acumen, Strategy, Consultancy, Project Management, Economics, Business Development, Real Estate, Idea Generation, Asset Managment, Risk Management, Problem Solving, Strategic Planning, Entrepreneurship, Finance, Equity Research, Bloomberg Terminal, Equities, Asset Management
Education
Bentley University 2010 — 2013
Master of Business Administration, Management, 3.81
Bentley University 2004 — 2008
Bachelor of Science, Economics and Finance, 3.76
Hartford Investment Management August 2011 - Present
The Hartford August 2008 - July 2011
New England Financial June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Portfolio Management, Financial Modeling, Investments, Financial Analysis, Bloomberg, Fixed Income, Leadership, Innovation, Relationship Building, Research, Valuation, Creative Direction, Business Acumen, Strategy, Consultancy, Project Management, Economics, Business Development, Real Estate, Idea Generation, Asset Managment, Risk Management, Problem Solving, Strategic Planning, Entrepreneurship, Finance, Equity Research, Bloomberg Terminal, Equities, Asset Management
Education
Bentley University 2010 — 2013
Master of Business Administration, Management, 3.81
Bentley University 2004 — 2008
Bachelor of Science, Economics and Finance, 3.76
Steve Choquette, CFP®'s New England Financial Experience October 2010 - November 2013
Job Investment Advisor Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors September 2014 - Present
Voya Financial Advisors/Jacobs Financial Partners,LLC November 2013 - September 2014
New England Financial October 2010 - November 2013
John Hancock Financial Network March 2008 - October 2010
Education
Bentley University 1975 — 1979
BS, Accounting
Voya Financial Advisors September 2014 - Present
Voya Financial Advisors/Jacobs Financial Partners,LLC November 2013 - September 2014
New England Financial October 2010 - November 2013
John Hancock Financial Network March 2008 - October 2010
Education
Bentley University 1975 — 1979
BS, Accounting
David Stricks David Stricks's New England Financial Experience 2009 - 2010
Job Paraprofessional
Industry Primary/Secondary Education
Experience
NYC DOE April 2014 - Present
Cantor Fitzgerald May 2011 - September 2012
New England Financial 2009 - 2010
Merrill Lynch 2006 - 2008
Bear Stearns 2004 - 2006
Brown Brothers Harriman 2001 - 2004
Skills
Series 7, Series 63, Fixed Income, Equities, Options, Derivatives, Hedge Funds, Bloomberg, Prime Brokerage, Trading
Education
University of Phoenix 2010 — 2011
Master of Science (MS), Accounting
City University of New York-Baruch College - Zicklin School of Business 1996 — 1999
Bachelor of Business Administration (BBA), Economics
NYC DOE April 2014 - Present
Cantor Fitzgerald May 2011 - September 2012
New England Financial 2009 - 2010
Merrill Lynch 2006 - 2008
Bear Stearns 2004 - 2006
Brown Brothers Harriman 2001 - 2004
Skills
Series 7, Series 63, Fixed Income, Equities, Options, Derivatives, Hedge Funds, Bloomberg, Prime Brokerage, Trading
Education
University of Phoenix 2010 — 2011
Master of Science (MS), Accounting
City University of New York-Baruch College - Zicklin School of Business 1996 — 1999
Bachelor of Business Administration (BBA), Economics
Dan Buchanan's New England Financial Experience 1994 - 1997
Job Director at ETF Securities
Industry Investment Management
Experience
ETF Securities September 2015 - Present
Quincy Capital Partners, LLC September 2014 - September 2015
Infinity Capital Partners, LLC 2010 - 2013
Guggenheim Partners 2007 - 2010
MFS Investment Management 1997 - 2007
New England Financial 1994 - 1997
Skills
Mutual Funds, Alternative Investments, Separately Managed..., Asset Management, Investments, Investment Strategies, Series 63, Series 7, Modern Portfolio Theory, Fixed Annuities, Selling, Sales Presentations, Relationship Management, Closed-end Funds, Unit Investment Trusts, Entrepreneurship, Sales, ETFs, Entrepreneur, Model Portfolios, Start-up Environments, Consultative Selling, RIA, Foreign Currency, Contract Negotiation, Business Development, Strategy, Series 65
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance / Entrepreneurship
Saint Anselm College 1990 — 1994
Bachelor’s Degree, History
ETF Securities September 2015 - Present
Quincy Capital Partners, LLC September 2014 - September 2015
Infinity Capital Partners, LLC 2010 - 2013
Guggenheim Partners 2007 - 2010
MFS Investment Management 1997 - 2007
New England Financial 1994 - 1997
Skills
Mutual Funds, Alternative Investments, Separately Managed..., Asset Management, Investments, Investment Strategies, Series 63, Series 7, Modern Portfolio Theory, Fixed Annuities, Selling, Sales Presentations, Relationship Management, Closed-end Funds, Unit Investment Trusts, Entrepreneurship, Sales, ETFs, Entrepreneur, Model Portfolios, Start-up Environments, Consultative Selling, RIA, Foreign Currency, Contract Negotiation, Business Development, Strategy, Series 65
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance / Entrepreneurship
Saint Anselm College 1990 — 1994
Bachelor’s Degree, History
Sandra Deveau Hazel's New England Financial Experience September 1996 - December 1997
Job Director of Finance at Covington Associates
Industry Accounting
Experience
Covington Associates, LLC 2009 - Present
Century Capital Management, LLC 1999 - 2008
PricewaterhouseCoopers January 1998 - August 1999
New England Financial September 1996 - December 1997
Moody Cavanaugh & Co. 1994 - 1996
Skills
Financial Analysis, Financial Modeling, Mergers & Acquisitions, SEC filings, Revenue Recognition, Valuation, Due Diligence, M&A experience, Private Equity, GAAP, SEC Filings
Education
Bentley University 1989 — 1993
Bachelor, Accountancy
Covington Associates, LLC 2009 - Present
Century Capital Management, LLC 1999 - 2008
PricewaterhouseCoopers January 1998 - August 1999
New England Financial September 1996 - December 1997
Moody Cavanaugh & Co. 1994 - 1996
Skills
Financial Analysis, Financial Modeling, Mergers & Acquisitions, SEC filings, Revenue Recognition, Valuation, Due Diligence, M&A experience, Private Equity, GAAP, SEC Filings
Education
Bentley University 1989 — 1993
Bachelor, Accountancy
Sam L Evans III Sam L Evans III's New England Financial Experience May 2010 - January 2011
Job Gerneral Partner at Urban Real Estate & Development
Industry Real Estate
Experience
Urban Real Estate and Development, LLC. January 2012 - Present
Clayton, Roper & Marshall April 2011 - August 2011
New England Financial May 2010 - January 2011
GROSSE POINTE DEVELOPMENT COMPANY, INC July 2004 - July 2009
Sam L. Evans Jr. Licensed Real Estate Broker January 2000 - July 2004
Clayton, Roper & Marshall May 1998 - August 1998
Education
Rollins College 2004 — 2007
BA, Economics, Business
Auburn University 1997 — 1998
Finance
Urban Real Estate and Development, LLC. January 2012 - Present
Clayton, Roper & Marshall April 2011 - August 2011
New England Financial May 2010 - January 2011
GROSSE POINTE DEVELOPMENT COMPANY, INC July 2004 - July 2009
Sam L. Evans Jr. Licensed Real Estate Broker January 2000 - July 2004
Clayton, Roper & Marshall May 1998 - August 1998
Education
Rollins College 2004 — 2007
BA, Economics, Business
Auburn University 1997 — 1998
Finance
Dana Cuddihy's New England Financial Experience July 2009 - February 2011
Job RN
Industry Hospital & Health Care
Experience
Wake Forest Baptist Health April 2014 - Present
Ivy Tech Community College February 2011 - Present
Financial Partners Group July 2009 - February 2011
New England Financial July 2009 - February 2011
Comcast Spotlight May 2006 - August 2006
Education
Ball State University 2005 — 2009
Ball State University - College of Business 2005 — 2009
BS, Finance, Economics
Wake Forest Baptist Health April 2014 - Present
Ivy Tech Community College February 2011 - Present
Financial Partners Group July 2009 - February 2011
New England Financial July 2009 - February 2011
Comcast Spotlight May 2006 - August 2006
Education
Ball State University 2005 — 2009
Ball State University - College of Business 2005 — 2009
BS, Finance, Economics
Benjamin Marlor's New England Financial Experience June 2014 - August 2014
Job A Candidate for a BS in Finance and Financial Management
Industry Financial Services
Experience
Mohegan Sun June 2015 - Present
Misquamicut club June 2013 - September 2014
New England Financial June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Social Media, Customer Service, Microsoft Word, Facebook, Research, Social Networking, Strategic Planning, Time Management, Data Entry, Communication, Critical Thinking, Outlook, Leadership
Education
Bentley University 2013 — 2017
Candidate for a Bachelor of Science (B.S.), Finance and Financial Management Services
Granby Memorial High School 2009 — 2013
Mohegan Sun June 2015 - Present
Misquamicut club June 2013 - September 2014
New England Financial June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Social Media, Customer Service, Microsoft Word, Facebook, Research, Social Networking, Strategic Planning, Time Management, Data Entry, Communication, Critical Thinking, Outlook, Leadership
Education
Bentley University 2013 — 2017
Candidate for a Bachelor of Science (B.S.), Finance and Financial Management Services
Granby Memorial High School 2009 — 2013
Thom Faria Thom Faria's New England Financial Experience 1973 - 2003
Job CEO at Cramer
Industry Insurance
Experience
Cramer September 2013 - Present
Faria Partnership Alliances 2010 - Present
FUTURITY FIRST Insurance Group 2007 - 2010
O’DONNYBOR/TOMMYBOR, LLC 2003 - 2007
New England Financial 1973 - 2003
Skills
Distribution Operations, Sales Strategy and..., Negotiation, Marketing and Sales, Executive Leadership, Field Compensation, Distribution Recruiting, Disability Insurance, Insurance, Estate Planning, Strategic Planning, Business Planning, New Business Development, Life Insurance, Marketing, Management, Fixed Annuities, Sales, Leadership, Training, Sales Management
Education
Bentley University 1969 — 1973
Bachelor of Science (BS), Business Administration and Management, General
Suffolk University 1978 — 1980
Master of Business Administration (MBA), Business Administration and Management, General
Cramer September 2013 - Present
Faria Partnership Alliances 2010 - Present
FUTURITY FIRST Insurance Group 2007 - 2010
O’DONNYBOR/TOMMYBOR, LLC 2003 - 2007
New England Financial 1973 - 2003
Skills
Distribution Operations, Sales Strategy and..., Negotiation, Marketing and Sales, Executive Leadership, Field Compensation, Distribution Recruiting, Disability Insurance, Insurance, Estate Planning, Strategic Planning, Business Planning, New Business Development, Life Insurance, Marketing, Management, Fixed Annuities, Sales, Leadership, Training, Sales Management
Education
Bentley University 1969 — 1973
Bachelor of Science (BS), Business Administration and Management, General
Suffolk University 1978 — 1980
Master of Business Administration (MBA), Business Administration and Management, General
Jim O'Leary's New England Financial Experience 1980 - 1985
Job Regional Director of Sales & Marketing at Guardian Life
Industry Insurance
Experience
Guardian Life March 2014 - Present
Unum June 2008 - March 2014
The Hartford February 2005 - June 2008
Sun Life Financial February 2004 - February 2005
Unum March 1985 - February 2005
New England Financial 1980 - 1985
Skills
Disability Insurance, Insurance, Employee Benefits, Property & Casualty..., Health Insurance, Long-term Care, Workers Compensation, Customer Service, Benefits Administration, Term Life Insurance, Team Building, Account Management, Life Insurance, Claim, Health Savings Accounts, Underwriting, Brokers, Training, Accident, Commercial Insurance, Critical Illness
Education
Babson College
MBA, Marketing
Boston College
B.A., Sociology
Catholic Memorial High School
College Prep
Guardian Life March 2014 - Present
Unum June 2008 - March 2014
The Hartford February 2005 - June 2008
Sun Life Financial February 2004 - February 2005
Unum March 1985 - February 2005
New England Financial 1980 - 1985
Skills
Disability Insurance, Insurance, Employee Benefits, Property & Casualty..., Health Insurance, Long-term Care, Workers Compensation, Customer Service, Benefits Administration, Term Life Insurance, Team Building, Account Management, Life Insurance, Claim, Health Savings Accounts, Underwriting, Brokers, Training, Accident, Commercial Insurance, Critical Illness
Education
Babson College
MBA, Marketing
Boston College
B.A., Sociology
Catholic Memorial High School
College Prep
Alan Wallace Alan Wallace's New England Financial Experience January 1986 - September 1997
Job Senior Private Wealth Advisor at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. October 1997 - Present
New England Financial January 1986 - September 1997
Education
Auburn University 1973 — 1974
BA, English, economics
Ronald Blue & Co. October 1997 - Present
New England Financial January 1986 - September 1997
Education
Auburn University 1973 — 1974
BA, English, economics
Matt DiVirgilio's New England Financial Experience May 2002 - February 2003
Job
Industry Investment Management
Experience
St. John's Preparatory School May 2010 - Present
Investors Capital August 2005 - Present
DiVirgilio Financial Group January 2003 - Present
DiVirgilio Insurance Agency January 2000 - Present
New England Financial May 2002 - February 2003
Skills
Insurance, Financial Services, Securities, Mutual Funds, Financial Advisory, Finance, Series 7, Retirement Planning, Series 6, Fixed Annuities, Life Insurance, Retirement, Investments, Series 63, Asset Allocation, IRAs, Wealth, Wealth Management, 401k, Strategic Financial..., Asset Management, Alternative Investments, Investment Strategies, Employee Benefits, Networking, Estate Planning, Investment Advisory, Portfolio Management, Investment Management, Financial Planners, Equities, Disability Insurance, ETFs
Education
Bentley University 1998 — 2002
BS
St. Johns Prep 1994 — 1998
St. John's Preparatory School May 2010 - Present
Investors Capital August 2005 - Present
DiVirgilio Financial Group January 2003 - Present
DiVirgilio Insurance Agency January 2000 - Present
New England Financial May 2002 - February 2003
Skills
Insurance, Financial Services, Securities, Mutual Funds, Financial Advisory, Finance, Series 7, Retirement Planning, Series 6, Fixed Annuities, Life Insurance, Retirement, Investments, Series 63, Asset Allocation, IRAs, Wealth, Wealth Management, 401k, Strategic Financial..., Asset Management, Alternative Investments, Investment Strategies, Employee Benefits, Networking, Estate Planning, Investment Advisory, Portfolio Management, Investment Management, Financial Planners, Equities, Disability Insurance, ETFs
Education
Bentley University 1998 — 2002
BS
St. Johns Prep 1994 — 1998
David Niemczyk David Niemczyk's New England Financial Experience 1996 - 1999
Job Project Manager, IT Systems Manager
Industry Information Technology and Services
Experience
SNEC PMI 2010 - 2012
VERTEX, Inc. 2007 - 2009
ING - Americas 2000 - 2006
New England Financial 1996 - 1999
CSC Consulting 1987 - 1996
Education
PMI - Southern New England Chapter 2010 — 2011
Job training
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance, General Management
Georgetown University
BA, Political Science, Computer Science
SNEC PMI 2010 - 2012
VERTEX, Inc. 2007 - 2009
ING - Americas 2000 - 2006
New England Financial 1996 - 1999
CSC Consulting 1987 - 1996
Education
PMI - Southern New England Chapter 2010 — 2011
Job training
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance, General Management
Georgetown University
BA, Political Science, Computer Science
Chelsie Winborg Chelsie Winborg's New England Financial Experience January 2001 - January 2002
Job FSO at MinuteKey
Industry Consumer Services
Experience
MinuteKey May 2012 - Present
U-verse January 2006 - February 2011
New England Financial January 2001 - January 2002
Securitas Security at SBC/ AT&T January 2000 - January 2001
Prime Equipment January 1999 - January 2000
United States Marine Corp Heavy Diesel Equipment Repair August 1995 - August 1999
Skills
Customer Service, Access, Inventory Management, Analysis, Microsoft Office, Project Management, Team Building, Strategic Planning, Negotiation, Process Improvement, Project Planning, Operations Management, Budgets, System Administration, Financial Analysis, Security, Program Management, Business Development, Public Speaking, New Business Development, Research, Vendor Management, Outlook, Military, Supervisory Skills, Contract Negotiation, Leadership, Management, Real Estate, Social Media, Facilities Management, Networking, Team Leadership, Troubleshooting, Sales, Microsoft Excel, Time Management, Account Management, Marketing, Customer Satisfaction, Logistics
Education
Academy of Art University 2002 — 2011
bfa, animation vfx
University of Phoenix 2001 — 2002
Information Technology
2006 American Red Cross CPR
2008 AT&T Connect Tech Software
MinuteKey May 2012 - Present
U-verse January 2006 - February 2011
New England Financial January 2001 - January 2002
Securitas Security at SBC/ AT&T January 2000 - January 2001
Prime Equipment January 1999 - January 2000
United States Marine Corp Heavy Diesel Equipment Repair August 1995 - August 1999
Skills
Customer Service, Access, Inventory Management, Analysis, Microsoft Office, Project Management, Team Building, Strategic Planning, Negotiation, Process Improvement, Project Planning, Operations Management, Budgets, System Administration, Financial Analysis, Security, Program Management, Business Development, Public Speaking, New Business Development, Research, Vendor Management, Outlook, Military, Supervisory Skills, Contract Negotiation, Leadership, Management, Real Estate, Social Media, Facilities Management, Networking, Team Leadership, Troubleshooting, Sales, Microsoft Excel, Time Management, Account Management, Marketing, Customer Satisfaction, Logistics
Education
Academy of Art University 2002 — 2011
bfa, animation vfx
University of Phoenix 2001 — 2002
Information Technology
2006 American Red Cross CPR
2008 AT&T Connect Tech Software
Tori Banu's New England Financial Experience June 2004 - November 2004
Job Consumer Marketing Leader
Industry Marketing and Advertising
Experience
DAVIDsTEA January 2013 - June 2013
LittleMissMatched July 2010 - October 2012
Bobbi Brown Cosmetics/Estee Lauder Companies December 2008 - March 2010
JPMorgan January 2006 - August 2008
JPMorgan June 2005 - January 2006
New England Financial June 2004 - November 2004
Skills
Marketing, Marketing Strategy, Leadership, Strategic Planning, Social Media, Social Media Marketing, Online Advertising, Retail, Fashion, Public Relations, Project Management, Budgets, Event Planning, Product Development, Business Strategy, Financial Analysis, Entrepreneurship, New Business Development, Business Development, Management, Strategy
Education
Babson College 2001 — 2005
Bachelor of Science in Business Management, Concentration in Strategy & Corporate Entrepreneurship
Richmond University, American Institute of Foreign Studies, Florence Italy 2003 — 2003
Lynnfield High School
DAVIDsTEA January 2013 - June 2013
LittleMissMatched July 2010 - October 2012
Bobbi Brown Cosmetics/Estee Lauder Companies December 2008 - March 2010
JPMorgan January 2006 - August 2008
JPMorgan June 2005 - January 2006
New England Financial June 2004 - November 2004
Skills
Marketing, Marketing Strategy, Leadership, Strategic Planning, Social Media, Social Media Marketing, Online Advertising, Retail, Fashion, Public Relations, Project Management, Budgets, Event Planning, Product Development, Business Strategy, Financial Analysis, Entrepreneurship, New Business Development, Business Development, Management, Strategy
Education
Babson College 2001 — 2005
Bachelor of Science in Business Management, Concentration in Strategy & Corporate Entrepreneurship
Richmond University, American Institute of Foreign Studies, Florence Italy 2003 — 2003
Lynnfield High School
Owen Freeman-Daniels Owen Freeman-Daniels's New England Financial Experience December 2001 - September 2005
Job Planner at Foley/Connelly Financial Partners
Industry Financial Services
Experience
Foley/Connelly Financial Partners September 2005 - Present
Public Employees' Retirement Insurance Services 2005 - Present
City of Northampton August 2011 - December 2013
New England Financial December 2001 - September 2005
Skills
Fundraising, Strategic Planning, Retirement Planning, Insurance, Management, Fixed Annuities, Investments, Project Planning, Securities, 401k, Strategic Financial..., Financial Services, Leadership, Social Media, Estate Planning, Long Term Care Insurance, Wealth Management, Retirement, Public Relations, Event Planning, Microsoft Office, Long-term Care, Public Speaking, Mutual Funds, Disability Insurance, Social Media Marketing, Customer Service, Financial Analysis, Nonprofits, Research
Education
Amherst College 1997 — 2001
Special Studies (Ethics), Philosophy, Religion, Social Sciences
Northampton High School 1993 — 1997
Diploma
Foley/Connelly Financial Partners September 2005 - Present
Public Employees' Retirement Insurance Services 2005 - Present
City of Northampton August 2011 - December 2013
New England Financial December 2001 - September 2005
Skills
Fundraising, Strategic Planning, Retirement Planning, Insurance, Management, Fixed Annuities, Investments, Project Planning, Securities, 401k, Strategic Financial..., Financial Services, Leadership, Social Media, Estate Planning, Long Term Care Insurance, Wealth Management, Retirement, Public Relations, Event Planning, Microsoft Office, Long-term Care, Public Speaking, Mutual Funds, Disability Insurance, Social Media Marketing, Customer Service, Financial Analysis, Nonprofits, Research
Education
Amherst College 1997 — 2001
Special Studies (Ethics), Philosophy, Religion, Social Sciences
Northampton High School 1993 — 1997
Diploma
Alan Stearley Alan Stearley's New England Financial Experience 1998 - 2005
Job Registered Representative at The Gaudreau Group, Inc.
Industry Financial Services
Experience
The Gaudreau Group, Inc. January 2007 - Present
NAIFA-Northeast 2013 - 2014
NAIFA-Northeast 2013 - 2014
NAIFA-MA July 2011 - June 2012
Creative Financial Group of Springfield, MA September 2004 - December 2006
New England Financial 1998 - 2005
Education
Western New England University 1977 — 1980
MBA, Accounting
American International College 1968 — 1970
Bachelor of Science, Accounting
The Gaudreau Group, Inc. January 2007 - Present
NAIFA-Northeast 2013 - 2014
NAIFA-Northeast 2013 - 2014
NAIFA-MA July 2011 - June 2012
Creative Financial Group of Springfield, MA September 2004 - December 2006
New England Financial 1998 - 2005
Education
Western New England University 1977 — 1980
MBA, Accounting
American International College 1968 — 1970
Bachelor of Science, Accounting
Dan Aceti Dan Aceti's New England Financial Experience February 1988 - April 2001
Job Senior Consultant NFP
Industry Financial Services
Experience
NFPEB January 2007 - Present
Executive Benefits Group, Inc. June 2003 - Present
Heineman Medical Research April 1995 - Present
MassMutual Financial Group April 2001 - December 2003
New England Financial February 1988 - April 2001
Skills
Retirement, Disability Insurance, Insurance, Retirement Planning, Executive Pay, Fixed Annuities, Mutual Funds, Series 7, Life Insurance, 401k, Long-term Care, Estate Planning, Series 63, Defined Benefit, Wealth Management, Financial Planners, Employee Benefits, Financial Advisory, Financial Services, Investment Advisory, Wealth
Education
The American College 2003 — 2007
CLU, ChFC, Financial Services
University of North Carolina at Charlotte 1985 — 1986
Bachelor Degree, Finance
Appalachian State University 1982 — 1984
Finance
East Mecklenburg High School 1980 — 1982
NFPEB January 2007 - Present
Executive Benefits Group, Inc. June 2003 - Present
Heineman Medical Research April 1995 - Present
MassMutual Financial Group April 2001 - December 2003
New England Financial February 1988 - April 2001
Skills
Retirement, Disability Insurance, Insurance, Retirement Planning, Executive Pay, Fixed Annuities, Mutual Funds, Series 7, Life Insurance, 401k, Long-term Care, Estate Planning, Series 63, Defined Benefit, Wealth Management, Financial Planners, Employee Benefits, Financial Advisory, Financial Services, Investment Advisory, Wealth
Education
The American College 2003 — 2007
CLU, ChFC, Financial Services
University of North Carolina at Charlotte 1985 — 1986
Bachelor Degree, Finance
Appalachian State University 1982 — 1984
Finance
East Mecklenburg High School 1980 — 1982
Jeanne Hobbs's New England Financial Experience 1984 - 1994
Job Project Manager at Datamethod Inc.
Industry Information Technology and Services
Experience
Datamethod March 2014 - Present
MetLife July 1994 - January 2009
Met Life 1984 - January 2009
New England Financial 1984 - 1994
Skills
Databases, DB2, Process Improvement, Requirements Analysis, Systems Analysis, Business Analysis, Access, Mainframe, Analytics, SDLC, SQL, Insurance, Quality Assurance, Visio, Requirements Gathering, Software Project..., Project Management
Education
Boston College
B.A., English
Boston University Questrom School of Business
M.B.A., Information Technology
Datamethod March 2014 - Present
MetLife July 1994 - January 2009
Met Life 1984 - January 2009
New England Financial 1984 - 1994
Skills
Databases, DB2, Process Improvement, Requirements Analysis, Systems Analysis, Business Analysis, Access, Mainframe, Analytics, SDLC, SQL, Insurance, Quality Assurance, Visio, Requirements Gathering, Software Project..., Project Management
Education
Boston College
B.A., English
Boston University Questrom School of Business
M.B.A., Information Technology
Bill Meagher Bill Meagher's New England Financial Experience January 2000 - April 2003
Job SVP Business Development at AGSI
Industry Management Consulting
Experience
AGSI June 2015 - Present
Sekuworks February 2015 - June 2015
CSC June 2014 - November 2014
Midtown Consulting Group January 2013 - June 2014
The Intersect Group March 2008 - January 2013
Nationwide Provident May 2003 - June 2005
New England Financial January 2000 - April 2003
MassMutual Financial Group 1993 - 2000
Skills
Strategy, Account Management, Professional Services, Business Intelligence, Business Development, Change Management, Business Transformation, Analysis, Management, Salesforce.com, Strategic Planning, Start-ups, Cross-functional Team..., Forecasting, SaaS, Marketing, Consulting, Process Improvement, Program Management, CRM, Business Analysis, Management Consulting, Financial Services, Marketing Strategy, Business Process..., Enterprise Software, Sales Operations, Strategic Partnerships, Solution Selling, Product Management, IT Strategy, Business Strategy, Mergers & Acquisitions, Vendor Management, Direct Sales, Leadership, Integration
Education
Auburn University 1976 — 1980
Bachelor of Arts (BA), Speech Communication
St Pius X 1973 — 1976
AGSI June 2015 - Present
Sekuworks February 2015 - June 2015
CSC June 2014 - November 2014
Midtown Consulting Group January 2013 - June 2014
The Intersect Group March 2008 - January 2013
Nationwide Provident May 2003 - June 2005
New England Financial January 2000 - April 2003
MassMutual Financial Group 1993 - 2000
Skills
Strategy, Account Management, Professional Services, Business Intelligence, Business Development, Change Management, Business Transformation, Analysis, Management, Salesforce.com, Strategic Planning, Start-ups, Cross-functional Team..., Forecasting, SaaS, Marketing, Consulting, Process Improvement, Program Management, CRM, Business Analysis, Management Consulting, Financial Services, Marketing Strategy, Business Process..., Enterprise Software, Sales Operations, Strategic Partnerships, Solution Selling, Product Management, IT Strategy, Business Strategy, Mergers & Acquisitions, Vendor Management, Direct Sales, Leadership, Integration
Education
Auburn University 1976 — 1980
Bachelor of Arts (BA), Speech Communication
St Pius X 1973 — 1976
Kevin Zylstra, CFP® Kevin Zylstra, CFP®'s New England Financial Experience June 1998 - December 2011
Job National Account Representative at FINANCIALCORP Equipment Finance
Industry Financial Services
Experience
FINANCIALCORP Equipment Finance January 2015 - Present
Raymond James November 2013 - January 2015
Global Wealth Consultants, LLC December 2011 - November 2013
New England Financial June 1998 - December 2011
Waddell & Reed June 1994 - June 1998
Skills
Investment Advisory, Strategic Financial..., Investments, Mutual Funds, Wealth Management, Asset Allocation, Estate Planning, Retirement Planning, Insurance Brokerage
Education
College for Financial Planning 1996 — 2001
CFP, Certified Financial Planner study program
Northwestern College _ Iowa 1991 — 1994
BA, Business Finance
FINANCIALCORP Equipment Finance January 2015 - Present
Raymond James November 2013 - January 2015
Global Wealth Consultants, LLC December 2011 - November 2013
New England Financial June 1998 - December 2011
Waddell & Reed June 1994 - June 1998
Skills
Investment Advisory, Strategic Financial..., Investments, Mutual Funds, Wealth Management, Asset Allocation, Estate Planning, Retirement Planning, Insurance Brokerage
Education
College for Financial Planning 1996 — 2001
CFP, Certified Financial Planner study program
Northwestern College _ Iowa 1991 — 1994
BA, Business Finance
Yvonne Rosenberg's New England Financial Experience July 2008 - July 2010
Job Health Care Administration Graduate
Industry Hospital & Health Care
Experience
Medi Home Health and Hospice November 2010 - May 2013
New England Financial July 2008 - July 2010
4 Corners Insurance December 2007 - June 2008
Delta Air Lines June 1994 - October 2001
Skills
Leadership, Training, Customer Service, Public Speaking, Team Building, Proven patients &..., Sound decision making, Training & Development, Critical thinking..., Problem solving & sound..., Conflict resolution, Cultural Awareness, Professional..., Ablility to research..., Adjustable to quickly..., Adjustable to fast pace..., Written correspondences, Advance office skills, Editing and..., Ability to work..., Management reporting..., Time Management, Team Management, Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Medical Terminology, Audits and Surveys, Policy and Procedures, Compliance measures, Process Improvement, Data Entry, Teamwork, Customer Satisfaction, Call Centers, Team Leadership
Education
Ashford University 2014 — 2016
Master's degree, Health/Health Care Administration/Management, 4.0
Ashford University 2013 — 2014
Bachelor's degree, Health/Health Care Administration/Management, 3.9
University of Phoenix 2009 — 2012
Associaltes of Arts in Health Care Administration, Health Care Administration with a focus in Long-term care, 3.7
Medi Home Health and Hospice November 2010 - May 2013
New England Financial July 2008 - July 2010
4 Corners Insurance December 2007 - June 2008
Delta Air Lines June 1994 - October 2001
Skills
Leadership, Training, Customer Service, Public Speaking, Team Building, Proven patients &..., Sound decision making, Training & Development, Critical thinking..., Problem solving & sound..., Conflict resolution, Cultural Awareness, Professional..., Ablility to research..., Adjustable to quickly..., Adjustable to fast pace..., Written correspondences, Advance office skills, Editing and..., Ability to work..., Management reporting..., Time Management, Team Management, Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Medical Terminology, Audits and Surveys, Policy and Procedures, Compliance measures, Process Improvement, Data Entry, Teamwork, Customer Satisfaction, Call Centers, Team Leadership
Education
Ashford University 2014 — 2016
Master's degree, Health/Health Care Administration/Management, 4.0
Ashford University 2013 — 2014
Bachelor's degree, Health/Health Care Administration/Management, 3.9
University of Phoenix 2009 — 2012
Associaltes of Arts in Health Care Administration, Health Care Administration with a focus in Long-term care, 3.7
Paul Trobiani's New England Financial Experience January 2009 - April 2010
Job Sales Supervision Manager Advice Team at Ameriprise National Headquarters
Industry Financial Services
Experience
Ameriprise Financial February 2011 - Present
Ameriprise Financial May 2010 - February 2011
New England Financial January 2009 - April 2010
Reservoir Health Corporation January 2008 - August 2008
Morgan Stanley Dean Witter March 2006 - September 2006
Skills
Series 7, Financial Planning, Securities, Financial Analysis, Reporting & Analysis, Series 24, Series 66, Series 9/10, Strategic Financial..., Uniform Combined State..., Financial Modeling, Financial Advisory, Investments, Financial Services, FINRA, Leadership, Investment Advisory, Finance, Asset Allocation, Retirement Planning, Mutual Funds
Education
The American College 2014 — 2015
CFP, Certified Financial Planner
Arizona State University 2003 — 2007
Bachelor of Science Business Administration, Finance
Maple Grove Senior High 2001 — 2003
High School
St. Paul Academy and Summit School 1991 — 2000
FINRA
Ameriprise Financial February 2011 - Present
Ameriprise Financial May 2010 - February 2011
New England Financial January 2009 - April 2010
Reservoir Health Corporation January 2008 - August 2008
Morgan Stanley Dean Witter March 2006 - September 2006
Skills
Series 7, Financial Planning, Securities, Financial Analysis, Reporting & Analysis, Series 24, Series 66, Series 9/10, Strategic Financial..., Uniform Combined State..., Financial Modeling, Financial Advisory, Investments, Financial Services, FINRA, Leadership, Investment Advisory, Finance, Asset Allocation, Retirement Planning, Mutual Funds
Education
The American College 2014 — 2015
CFP, Certified Financial Planner
Arizona State University 2003 — 2007
Bachelor of Science Business Administration, Finance
Maple Grove Senior High 2001 — 2003
High School
St. Paul Academy and Summit School 1991 — 2000
FINRA
Randy Williams, JD, CFP's New England Financial Experience October 1994 - March 2005
Job Owner, Madison Financial, LLC
Industry Financial Services
Experience
Madison Financial, LLC April 2004 - Present
New England Financial October 1994 - March 2005
Skills
Strategic Financial..., Estate Planning, Financial Services, Retirement, Finance, Employee Benefits, Wealth Management, Investments, Wealth, Securities, Disability Insurance, Investment Advisory, Wealth Management..., 401k, Retirement Planning
Education
University of Florida - Fredric G. Levin College of Law 1989 — 1991
Juris Doctor, Law
Auburn University, College of Business 1984 — 1988
B.S., Marketing
Madison Financial, LLC April 2004 - Present
New England Financial October 1994 - March 2005
Skills
Strategic Financial..., Estate Planning, Financial Services, Retirement, Finance, Employee Benefits, Wealth Management, Investments, Wealth, Securities, Disability Insurance, Investment Advisory, Wealth Management..., 401k, Retirement Planning
Education
University of Florida - Fredric G. Levin College of Law 1989 — 1991
Juris Doctor, Law
Auburn University, College of Business 1984 — 1988
B.S., Marketing
Bernard Hamblin III Bernard Hamblin III's New England Financial Experience April 2009 - November 2009
Job at
Industry Investment Management
Experience
American Century Investments June 2015 - Present
American Century Investments June 2014 - 2015
American Century Investments October 2012 - June 2014
American Century Investments July 2010 - October 2012
G4S November 2009 - July 2010
New England Financial April 2009 - November 2009
MetLife February 2008 - March 2009
The Mutual Fund Store February 2007 - February 2008
American Century Investments September 2006 - January 2007
American Century Investments June 2004 - September 2006
Skills
Call Centers, Strategic Planning, Leadership, Business Analysis, Customer Service, Quality Assurance, Quality Management, Business Process..., Content Writing, Training, Editing, Process Improvement, Customer Experience, Management, Public Speaking, Event Planning, Financial Services, Investments, Mutual Funds, Team Building, Project Management
Education
Full Sail University 2012 — 2013
Master of Fine Arts (M.F.A.), Creative Writing, 3.29 GPA
Baker University 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General, 3.93 GPA
University of Missouri-Kansas City 1998 — 2002
Bachelor of Arts (B.A.), History, "with Distinction" 3.84 GPA
American Century Investments June 2015 - Present
American Century Investments June 2014 - 2015
American Century Investments October 2012 - June 2014
American Century Investments July 2010 - October 2012
G4S November 2009 - July 2010
New England Financial April 2009 - November 2009
MetLife February 2008 - March 2009
The Mutual Fund Store February 2007 - February 2008
American Century Investments September 2006 - January 2007
American Century Investments June 2004 - September 2006
Skills
Call Centers, Strategic Planning, Leadership, Business Analysis, Customer Service, Quality Assurance, Quality Management, Business Process..., Content Writing, Training, Editing, Process Improvement, Customer Experience, Management, Public Speaking, Event Planning, Financial Services, Investments, Mutual Funds, Team Building, Project Management
Education
Full Sail University 2012 — 2013
Master of Fine Arts (M.F.A.), Creative Writing, 3.29 GPA
Baker University 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General, 3.93 GPA
University of Missouri-Kansas City 1998 — 2002
Bachelor of Arts (B.A.), History, "with Distinction" 3.84 GPA
Steve Largent Steve Largent's New England Financial Experience 2007 - 2009
Job Principal at EFC Services, LLC
Industry Insurance
Experience
EFC Services, LLC November 2013 - Present
CUNA Mutual Group November 2007 - November 2013
New England Financial 2007 - 2009
Conseco August 2004 - August 2007
New England Financial 1997 - 1999
First Variable Life 1994 - 1997
ING Security Life 1976 - 1994
ING January 1989 - January 1991
Skills
Underwriting, Risk Management, Strategic Planning, Pricing, Product Management, Private Placements, Actuarial Science, Insurance, Reinsurance, Life Insurance, Fixed Annuities, Variable Annuities, Strategy
Education
Augustana University (SD) 1970 — 1974
B.A., Mathematics
EFC Services, LLC November 2013 - Present
CUNA Mutual Group November 2007 - November 2013
New England Financial 2007 - 2009
Conseco August 2004 - August 2007
New England Financial 1997 - 1999
First Variable Life 1994 - 1997
ING Security Life 1976 - 1994
ING January 1989 - January 1991
Skills
Underwriting, Risk Management, Strategic Planning, Pricing, Product Management, Private Placements, Actuarial Science, Insurance, Reinsurance, Life Insurance, Fixed Annuities, Variable Annuities, Strategy
Education
Augustana University (SD) 1970 — 1974
B.A., Mathematics
Danielle Gordek Danielle Gordek's New England Financial Experience 2007 - 2009
Job Freelance Producer at Freelance
Industry Broadcast Media
Experience
Freelance August 2015 - Present
Poetica June 2014 - March 2015
Poetica September 2012 - June 2014
Manic November 2011 - September 2012
Ampco / North Shore LIJ January 2009 - October 2011
New England Financial 2007 - 2009
Skills
Final Cut Pro, Microsoft Word, Video Editing, Video Production, Television, Social Media, Photoshop, Film, Video, Social Networking, Facebook, Digital Media, Editing, Film Production, Blogging, Post Production
Education
Adelphi University 2010 — 2011
Bachelor's degree, Production & Moving Image Arts
University of South Florida 2009 — 2010
Nassau Community College 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Communication and Media Studies
Freelance August 2015 - Present
Poetica June 2014 - March 2015
Poetica September 2012 - June 2014
Manic November 2011 - September 2012
Ampco / North Shore LIJ January 2009 - October 2011
New England Financial 2007 - 2009
Skills
Final Cut Pro, Microsoft Word, Video Editing, Video Production, Television, Social Media, Photoshop, Film, Video, Social Networking, Facebook, Digital Media, Editing, Film Production, Blogging, Post Production
Education
Adelphi University 2010 — 2011
Bachelor's degree, Production & Moving Image Arts
University of South Florida 2009 — 2010
Nassau Community College 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Communication and Media Studies
Justin Paule Justin Paule's New England Financial Experience May 2008 - August 2008
Job Outside Sales at Ferguson Waterworks
Industry Construction
Experience
Ferguson Enterprises May 2014 - Present
Farnsworth Wholesale Company January 2010 - May 2014
Farnsworth Wholesale Company June 2009 - January 2010
Off Madison Ave June 2009 - July 2009
New England Financial May 2008 - August 2008
Skills
Sales Operations, Customer Service, Customer Focus, Customer Acquisition, Sales, Marketing, Brand Awareness, Account Management, Time Management, Marketing Strategy, New Business Development, Product Marketing, Strategic Planning, Business Development, Management, Competitive Analysis, Leadership, Sales Management
Education
Arizona State University, W. P. Carey School of Business 2007 — 2009
Bachelor of Science, Marketing, 3.5 GPA
Arizona State University, W. P. Carey School of Business 2007 — 2009
Bachelor of Science, Business Management, 3.5 GPA
Ferguson Enterprises May 2014 - Present
Farnsworth Wholesale Company January 2010 - May 2014
Farnsworth Wholesale Company June 2009 - January 2010
Off Madison Ave June 2009 - July 2009
New England Financial May 2008 - August 2008
Skills
Sales Operations, Customer Service, Customer Focus, Customer Acquisition, Sales, Marketing, Brand Awareness, Account Management, Time Management, Marketing Strategy, New Business Development, Product Marketing, Strategic Planning, Business Development, Management, Competitive Analysis, Leadership, Sales Management
Education
Arizona State University, W. P. Carey School of Business 2007 — 2009
Bachelor of Science, Marketing, 3.5 GPA
Arizona State University, W. P. Carey School of Business 2007 — 2009
Bachelor of Science, Business Management, 3.5 GPA
Bill Fox, CLU, ChFC Bill Fox, CLU, ChFC's New England Financial Experience May 1986 - December 2014
Job Founder & President at The Fox Alliance
Industry Financial Services
Experience
The Fox Alliance November 2014 - Present
New England Financial May 1986 - December 2014
Skills
Mutual Funds, Financial Advisory, Alternative Investments, Securities, Annuities, Education Funding..., IRA Consolidation &..., Brokerage, Life Insurance, Disability Insurance, Long Term Care, Charitable Giving, Estate Conservation..., Pension Transfers &...
Education
The University of Texas at Austin 1982 — 1984
Bachelor of Business Administration (B.B.A.)
Blinn College 1980 — 1981
The Fox Alliance November 2014 - Present
New England Financial May 1986 - December 2014
Skills
Mutual Funds, Financial Advisory, Alternative Investments, Securities, Annuities, Education Funding..., IRA Consolidation &..., Brokerage, Life Insurance, Disability Insurance, Long Term Care, Charitable Giving, Estate Conservation..., Pension Transfers &...
Education
The University of Texas at Austin 1982 — 1984
Bachelor of Business Administration (B.B.A.)
Blinn College 1980 — 1981
Wayne Asa Carpenter's New England Financial Experience 2003 - 2005
Job Insurance Executive, HealthCare Advocate and CoveredCA Certified Insurance Agent
Industry Insurance
Experience
Insurance Solutions of Southern California/California HealthCare Advocates June 2000 - Present
New England Financial 2003 - 2005
FiberTech Polymers 2001 - 2003
New York Life Insurance Company 1998 - 2001
Powersound Electronics, Inc 1992 - 1997
Music Distributors, Inc 1987 - 1991
Wherehouse Entertainment 1976 - 1986
Skills
Insurance, Disability Insurance, Health Insurance, Retirement Planning, Life Settlements, Estate Planning, Business Planning, Employee Benefits, Executive Benefits, Business Continuity, Long-term Care, Life Insurance, Voluntary Employee..., Estate Tax Planning, Dental Insurance, Group Insurance, Key Person Insurance, Human Resources, Employee Relations, Employee Training, Fixed Annuities, Recruiting, Leadership Development, Consulting, Talent Management, Risk Management, Securities, Executive Pay, FMLA, Management, Long Term Care Insurance, Workers Compensation, Term Life Insurance, Benefits Administration, Organizational..., Health Savings Accounts, COBRA, Whole Life, Universal Life, Brokers, Medicare, IRAs, Health Care Reform
Education
Berklee College of Music
Harrison HS
North Texas State University
Music Theory and Composition
Insurance Solutions of Southern California/California HealthCare Advocates June 2000 - Present
New England Financial 2003 - 2005
FiberTech Polymers 2001 - 2003
New York Life Insurance Company 1998 - 2001
Powersound Electronics, Inc 1992 - 1997
Music Distributors, Inc 1987 - 1991
Wherehouse Entertainment 1976 - 1986
Skills
Insurance, Disability Insurance, Health Insurance, Retirement Planning, Life Settlements, Estate Planning, Business Planning, Employee Benefits, Executive Benefits, Business Continuity, Long-term Care, Life Insurance, Voluntary Employee..., Estate Tax Planning, Dental Insurance, Group Insurance, Key Person Insurance, Human Resources, Employee Relations, Employee Training, Fixed Annuities, Recruiting, Leadership Development, Consulting, Talent Management, Risk Management, Securities, Executive Pay, FMLA, Management, Long Term Care Insurance, Workers Compensation, Term Life Insurance, Benefits Administration, Organizational..., Health Savings Accounts, COBRA, Whole Life, Universal Life, Brokers, Medicare, IRAs, Health Care Reform
Education
Berklee College of Music
Harrison HS
North Texas State University
Music Theory and Composition
Chana Beene, CLU Chana Beene, CLU's New England Financial Experience 1988 - 2009
Job Financial Planner
Industry Financial Services
Experience
Beene Wealth Management June 2009 - Present
New England Financial 1988 - 2009
Skills
Investments, Financial Planning, Wealth Management, Finance, Securities, Strategic Planning, Retirement Planning, Public Speaking, FINRA, Insurance
Education
Baylor University 1983 — 1987
BBA, Finance
Beene Wealth Management June 2009 - Present
New England Financial 1988 - 2009
Skills
Investments, Financial Planning, Wealth Management, Finance, Securities, Strategic Planning, Retirement Planning, Public Speaking, FINRA, Insurance
Education
Baylor University 1983 — 1987
BBA, Finance
Andrea Canavesio's New England Financial Experience June 2010 - July 2010
Job Private Banking Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan July 2012 - June 2015
Babson College August 2008 - July 2012
J.P. Morgan July 2011 - August 2011
New England Financial June 2010 - July 2010
Co.Bir June 2009 - July 2009
Skills
Private Banking, Microsoft Office, Bloomberg
Education
Babson College 2008 — 2012
Bachelor of Science in Business Administration, Finance
J.P. Morgan July 2015 - Present
J.P. Morgan July 2012 - June 2015
Babson College August 2008 - July 2012
J.P. Morgan July 2011 - August 2011
New England Financial June 2010 - July 2010
Co.Bir June 2009 - July 2009
Skills
Private Banking, Microsoft Office, Bloomberg
Education
Babson College 2008 — 2012
Bachelor of Science in Business Administration, Finance
Jeremy Vice Jeremy Vice's New England Financial Experience 1999 - 2003
Job Director of Channel Strategies at NETS, Inc.
Industry Financial Services
Experience
NETS, Inc. December 2009 - Present
First Data July 2008 - December 2009
First National Merchant Solutions August 2007 - July 2008
Cocard 2003 - 2007
New England Financial 1999 - 2003
Woodmen Accident & Life 1997 - 1999
Skills
Banking, Selling, Credit Cards, CRM, Strategy, Relationship Management, Sales Management, B2B, Sales Process, Customer Service, Merchant Services, Management, Marketing, Customer Retention, Credit, Account Management, Contract Negotiation, Strategic Partnerships, Financial Services, Sales, Sales Operations, Leadership, Finance, Product Development, Debit Cards, Strategic Planning, Payments, E-payments, Consultative Selling, Analysis, Salesforce.com, Direct Sales, Solution Selling, Pricing, Electronic Payments, Time Management, New Business Development, Executive Management, Payment Systems, Cold Calling, Training, Payment Card Processing, Mobile Payments, Payment Gateways, EMV, Tokenization, Network Processors
Education
Advanced School of Banking 2011 — 2012
Banking
Bellevue University 2005 — 2006
B.S., Business
Southeast Community College 1994 — 1997
AAS, Business Administration
NETS, Inc. December 2009 - Present
First Data July 2008 - December 2009
First National Merchant Solutions August 2007 - July 2008
Cocard 2003 - 2007
New England Financial 1999 - 2003
Woodmen Accident & Life 1997 - 1999
Skills
Banking, Selling, Credit Cards, CRM, Strategy, Relationship Management, Sales Management, B2B, Sales Process, Customer Service, Merchant Services, Management, Marketing, Customer Retention, Credit, Account Management, Contract Negotiation, Strategic Partnerships, Financial Services, Sales, Sales Operations, Leadership, Finance, Product Development, Debit Cards, Strategic Planning, Payments, E-payments, Consultative Selling, Analysis, Salesforce.com, Direct Sales, Solution Selling, Pricing, Electronic Payments, Time Management, New Business Development, Executive Management, Payment Systems, Cold Calling, Training, Payment Card Processing, Mobile Payments, Payment Gateways, EMV, Tokenization, Network Processors
Education
Advanced School of Banking 2011 — 2012
Banking
Bellevue University 2005 — 2006
B.S., Business
Southeast Community College 1994 — 1997
AAS, Business Administration
Rita Martin Rita Martin's New England Financial Experience April 2011 - August 2013
Job Relationship Manager
Industry Financial Services
Experience
Trust Company of America September 2013 - Present
New England Financial April 2011 - August 2013
Northwestern Mutual June 2008 - November 2010
Skills
Life Insurance, Fixed Annuities, Investments, Finance, Disability Insurance, Underwriting, Long Term Care Insurance, Mutual Funds, Wealth Management, Microsoft Office, Strategic Financial...
Education
Arizona State University
Trust Company of America September 2013 - Present
New England Financial April 2011 - August 2013
Northwestern Mutual June 2008 - November 2010
Skills
Life Insurance, Fixed Annuities, Investments, Finance, Disability Insurance, Underwriting, Long Term Care Insurance, Mutual Funds, Wealth Management, Microsoft Office, Strategic Financial...
Education
Arizona State University
Sushmita (Ray) Saha Sushmita (Ray) Saha's New England Financial Experience January 2012 - May 2012
Job Data Analytics Professional, Business Intelligence, Java, SQL
Industry Computer Software
Experience
California State University, Northridge September 2007 - Present
Confidential Non profit September 2014 - December 2014
New England Financial January 2012 - May 2012
Fox July 2006 - September 2007
Earthlink July 2002 - June 2006
Hewlett-Packard December 2001 - June 2002
Other companies July 1997 - November 2001
Skills
Oracle, XML, Java, Databases, SQL, HTML, JavaScript, Software Documentation, Visio, Enterprise Architecture, PL/SQL, Requirements Analysis, Architecture, Oracle Business..., Tableau, JSP, UML, Access, Finance Modelling, Microsoft Excel, Analytics, Business Intelligence, Statistical Modeling
Education
California State University-Northridge 2011 — 2014
MBA, Finance
BITS Pilani
MS, Software Systems
Birla Institute of Technology
BS, Electrical and Electronics Engineering
California State University, Northridge September 2007 - Present
Confidential Non profit September 2014 - December 2014
New England Financial January 2012 - May 2012
Fox July 2006 - September 2007
Earthlink July 2002 - June 2006
Hewlett-Packard December 2001 - June 2002
Other companies July 1997 - November 2001
Skills
Oracle, XML, Java, Databases, SQL, HTML, JavaScript, Software Documentation, Visio, Enterprise Architecture, PL/SQL, Requirements Analysis, Architecture, Oracle Business..., Tableau, JSP, UML, Access, Finance Modelling, Microsoft Excel, Analytics, Business Intelligence, Statistical Modeling
Education
California State University-Northridge 2011 — 2014
MBA, Finance
BITS Pilani
MS, Software Systems
Birla Institute of Technology
BS, Electrical and Electronics Engineering
Shade Ibe Shade Ibe's New England Financial Experience October 2006 - August 2010
Job People Helper, Dream Follower.
Industry Hospital & Health Care
Experience
Human First, Inc. November 2014 - Present
One Vegan Fatty January 2012 - Present
O.U. Bright Child Day Care May 2011 - August 2014
RNJ Financial Services January 2011 - August 2011
Smith-Hudson Group, LLC June 2010 - August 2011
New England Financial October 2006 - August 2010
My Tribe Clothing, LLC October 2006 - August 2008
Uniondale Public Library January 2006 - May 2007
Sunrise Credit Services June 2005 - January 2006
CitiFinancial June 2003 - August 2003
Skills
Bookkeeping, Marketing Strategy, Customer Relations, Training Seminars, Market Planning, Licensing, Event Planning, Social Media, Social Networking, Social Media Marketing, Public Relations, Insurance, Event Management, Public Speaking, Baking, Product Development, Vegan, Vegetarian Cooking, Customer Service, Management, Press Releases, Recruiting, Analysis, Marketing, Editing, Sales, Nonprofits, Leadership, PowerPoint
Education
Benedictine University 2012 — 2014
Master's degree, Public Health, 4.0
Hofstra University 2002 — 2008
BBA, International Business
University of Santiago de Compostela 2006 — 2006
n/a, Spanish Language
Human First, Inc. November 2014 - Present
One Vegan Fatty January 2012 - Present
O.U. Bright Child Day Care May 2011 - August 2014
RNJ Financial Services January 2011 - August 2011
Smith-Hudson Group, LLC June 2010 - August 2011
New England Financial October 2006 - August 2010
My Tribe Clothing, LLC October 2006 - August 2008
Uniondale Public Library January 2006 - May 2007
Sunrise Credit Services June 2005 - January 2006
CitiFinancial June 2003 - August 2003
Skills
Bookkeeping, Marketing Strategy, Customer Relations, Training Seminars, Market Planning, Licensing, Event Planning, Social Media, Social Networking, Social Media Marketing, Public Relations, Insurance, Event Management, Public Speaking, Baking, Product Development, Vegan, Vegetarian Cooking, Customer Service, Management, Press Releases, Recruiting, Analysis, Marketing, Editing, Sales, Nonprofits, Leadership, PowerPoint
Education
Benedictine University 2012 — 2014
Master's degree, Public Health, 4.0
Hofstra University 2002 — 2008
BBA, International Business
University of Santiago de Compostela 2006 — 2006
n/a, Spanish Language
Maria LaBelle Maria LaBelle's New England Financial Experience June 1987 - September 1997
Job MarCom I Program Management I Event & Meeting Planning
Industry Marketing and Advertising
Experience
Pepperidge Farm Independent Distributor June 2013 - Present
Schneider Electric March 2004 - April 2013
Sun Life Financial March 1999 - March 2002
Deloitte & Touche, LLP September 1997 - October 1998
New England Financial June 1987 - September 1997
Skills
Marketing Communications, Marketing, Trade Shows, Advertising, Marketing Strategy, Project Management, Cross-functional Team..., Program Management, Development of..., Management, Strategy, Product Marketing, Training, Product Management, Event Planning, Event Management, Corporate Events, Managing Events, Budgets, Internal Communications, Account Management, Marketing Budget..., Program Management..., Meeting Planning, Conference Logistics, Strategic Planning, Project Planning, Team Management, Market Planning, Marketing Management, Corporate Communications
Education
Bentley University
University of Massachusetts, Amherst
BS
Pepperidge Farm Independent Distributor June 2013 - Present
Schneider Electric March 2004 - April 2013
Sun Life Financial March 1999 - March 2002
Deloitte & Touche, LLP September 1997 - October 1998
New England Financial June 1987 - September 1997
Skills
Marketing Communications, Marketing, Trade Shows, Advertising, Marketing Strategy, Project Management, Cross-functional Team..., Program Management, Development of..., Management, Strategy, Product Marketing, Training, Product Management, Event Planning, Event Management, Corporate Events, Managing Events, Budgets, Internal Communications, Account Management, Marketing Budget..., Program Management..., Meeting Planning, Conference Logistics, Strategic Planning, Project Planning, Team Management, Market Planning, Marketing Management, Corporate Communications
Education
Bentley University
University of Massachusetts, Amherst
BS
Ron Siggens's New England Financial Experience 2003 - 2006
Job Financial Advisor at Boston Hill Advisors
Industry Investment Management
Experience
Boston Hill Advisors 2006 - Present
New England Financial 2003 - 2006
Skills
Financial Advisory, Strategic Financial..., Financial Planners, Investment Management, Asset Management, Retirement Planning, Asset Managment, Financial Planning, Asset Allocation, Building detailed...
Education
Bentley University 1990 — 1994
Boston Hill Advisors 2006 - Present
New England Financial 2003 - 2006
Skills
Financial Advisory, Strategic Financial..., Financial Planners, Investment Management, Asset Management, Retirement Planning, Asset Managment, Financial Planning, Asset Allocation, Building detailed...
Education
Bentley University 1990 — 1994
Jerry Spangler Jerry Spangler's New England Financial Experience January 2004 - November 2010
Job Broker at Symmetry Financial Group
Industry Insurance
Experience
180 Freedom Group March 2010 - Present
Symmetry Financial Group March 2015 - Present
MSD, Inc. November 2012 - August 2013
Principal Financial Group March 2012 - November 2012
New England Financial January 2004 - November 2010
Mandarin Christian Church (now Christ's Church) September 2000 - September 2003
Skills
Public Speaking, Sales Presentations, Websites, Phone Skills, Financial Advisory, Internet Entrepreneur, PPC, Search Engine..., Team Building, SEO, Digital Marketing, Recruiting, Small Business, Online Marketing, Entrepreneurship, Sales, SEM, Social Media Marketing, Leadership, Marketing Strategy, Advertising, Coaching, Insurance, Social Media, Marketing, Employee Benefits, Telephone Skills, Time Management, Online Advertising, Email Marketing, Customer Service, New Business Development, Management, Integrated Marketing, Social Networking, Business Planning, Digital Media, Fixed Annuities, Mobile Marketing, Newsletters, Investments, Finance, Google Adwords, Lead Generation, Strategic Financial..., Web Marketing, Financial Planning
Education
Lincoln Christian Seminary 1987 — 1989
Masters Level Studies in Leadership Development
Mid-Atlantic Christian University 1982 — 1986
BA in Christian Ministry, Christian Ministry, 3.5
180 Freedom Group March 2010 - Present
Symmetry Financial Group March 2015 - Present
MSD, Inc. November 2012 - August 2013
Principal Financial Group March 2012 - November 2012
New England Financial January 2004 - November 2010
Mandarin Christian Church (now Christ's Church) September 2000 - September 2003
Skills
Public Speaking, Sales Presentations, Websites, Phone Skills, Financial Advisory, Internet Entrepreneur, PPC, Search Engine..., Team Building, SEO, Digital Marketing, Recruiting, Small Business, Online Marketing, Entrepreneurship, Sales, SEM, Social Media Marketing, Leadership, Marketing Strategy, Advertising, Coaching, Insurance, Social Media, Marketing, Employee Benefits, Telephone Skills, Time Management, Online Advertising, Email Marketing, Customer Service, New Business Development, Management, Integrated Marketing, Social Networking, Business Planning, Digital Media, Fixed Annuities, Mobile Marketing, Newsletters, Investments, Finance, Google Adwords, Lead Generation, Strategic Financial..., Web Marketing, Financial Planning
Education
Lincoln Christian Seminary 1987 — 1989
Masters Level Studies in Leadership Development
Mid-Atlantic Christian University 1982 — 1986
BA in Christian Ministry, Christian Ministry, 3.5
Kimberly Haney Kimberly Haney's New England Financial Experience 2008 - 2010
Job Experienced Administrative Assistant
Industry Medical Practice
Experience
Tucker & Ludin, PA 2012 - 2013
New England Financial 2008 - 2010
Health Point Medical Group May 2007 - June 2008
West Coast Family Practice/Beau Visage Medical Spa October 2003 - May 2007
Skills
Customer Service, Customer Satisfaction, Office Administration, Data Entry, Front Office Support, Medical Receptionist, Microsoft Office, Insurance Assistant, Veterans Law Assistant, Immigration Law..., Employment Law Assistant, Accounts Receivable, Call Routing, Receptionist Duties, Electronic Filing, Organizational..., Event Planning, Travel Arrangements, Employment Verifications, Inventory Management, Appointment Scheduling
Education
Manhattan Hairstyling Academy 2003 — 2004
Aesthetician License, Aesthetician/Esthetician and Skin Care Specialist
Tucker & Ludin, PA 2012 - 2013
New England Financial 2008 - 2010
Health Point Medical Group May 2007 - June 2008
West Coast Family Practice/Beau Visage Medical Spa October 2003 - May 2007
Skills
Customer Service, Customer Satisfaction, Office Administration, Data Entry, Front Office Support, Medical Receptionist, Microsoft Office, Insurance Assistant, Veterans Law Assistant, Immigration Law..., Employment Law Assistant, Accounts Receivable, Call Routing, Receptionist Duties, Electronic Filing, Organizational..., Event Planning, Travel Arrangements, Employment Verifications, Inventory Management, Appointment Scheduling
Education
Manhattan Hairstyling Academy 2003 — 2004
Aesthetician License, Aesthetician/Esthetician and Skin Care Specialist
Pamela Weymouth Pamela Weymouth's New England Financial Experience 1994 - 1998
Job Annuity Tax Manager at Delaware Life
Industry Financial Services
Experience
Delaware Life May 2010 - Present
Sun Life Financial 2000 - 2010
Sun Life Financial 1998 - 2000
New England Financial 1994 - 1998
Skills
Fixed Annuities, Mutual Funds, Finance, Tax, Compliance, Microsoft Office, PowerPoint, Microsoft Excel, Financial Services, Microsoft Word, Securities, Investments, Series 63, Customer Service, Strategic Financial..., Insurance, Risk Management, Corporate Tax, Coaching, Annuities, Access, Banking, Employee Benefits, Financial Analysis, Financial Planners, Financial Reporting, Retirement Planning, Mainframe, Series 6
Education
Bay State College 1990 — 1992
Finance, Business Administration and Management, General
Delaware Life May 2010 - Present
Sun Life Financial 2000 - 2010
Sun Life Financial 1998 - 2000
New England Financial 1994 - 1998
Skills
Fixed Annuities, Mutual Funds, Finance, Tax, Compliance, Microsoft Office, PowerPoint, Microsoft Excel, Financial Services, Microsoft Word, Securities, Investments, Series 63, Customer Service, Strategic Financial..., Insurance, Risk Management, Corporate Tax, Coaching, Annuities, Access, Banking, Employee Benefits, Financial Analysis, Financial Planners, Financial Reporting, Retirement Planning, Mainframe, Series 6
Education
Bay State College 1990 — 1992
Finance, Business Administration and Management, General
Don Austin Don Austin's New England Financial Experience June 1990 - November 1996
Job owner of Launch Music Group, Inc.
Industry Music
Experience
Launch Music Group, Inc. April 2008 - Present
Washington Mutual February 2007 - July 2008
JP Morgan Chase August 2003 - February 2007
Moore American Graphics, Inc. November 1996 - January 2003
New England Financial June 1990 - November 1996
The Austin Group, Inc January 1983 - December 1990
Skills
Artist Management, Music Management, Music Industry, Talent Booking, Finance, Business Development, Relationship Management, Financial Analysis, Sales, Start-ups, Banking, New Business Development, Sales Management, Sales Operations, Talent Management, Business, Leadership, Marketing, Investments, Credit, Management, Business Strategy, Financial Modeling, Financial Services, Training, Business Planning, Strategy, Business Analysis, Strategic Planning, Process Improvement, Negotiation, Strategic Financial..., Budgets, Strategic Partnerships, Asset Managment, Forecasting, Entrepreneurship, Executive Management, CRM, Customer Service, Management Consulting, Social Networking, Networking, Insurance, Small Business, Music, Consulting, Online Marketing, Sound, Music Production
Education
Alfred State College - SUNY College of Technology
Electronics Engineering
Berklee College of Music
Concert Touring / Artist Management
University at Buffalo
Advertisng; Public Relations; Business Management
Launch Music Group, Inc. April 2008 - Present
Washington Mutual February 2007 - July 2008
JP Morgan Chase August 2003 - February 2007
Moore American Graphics, Inc. November 1996 - January 2003
New England Financial June 1990 - November 1996
The Austin Group, Inc January 1983 - December 1990
Skills
Artist Management, Music Management, Music Industry, Talent Booking, Finance, Business Development, Relationship Management, Financial Analysis, Sales, Start-ups, Banking, New Business Development, Sales Management, Sales Operations, Talent Management, Business, Leadership, Marketing, Investments, Credit, Management, Business Strategy, Financial Modeling, Financial Services, Training, Business Planning, Strategy, Business Analysis, Strategic Planning, Process Improvement, Negotiation, Strategic Financial..., Budgets, Strategic Partnerships, Asset Managment, Forecasting, Entrepreneurship, Executive Management, CRM, Customer Service, Management Consulting, Social Networking, Networking, Insurance, Small Business, Music, Consulting, Online Marketing, Sound, Music Production
Education
Alfred State College - SUNY College of Technology
Electronics Engineering
Berklee College of Music
Concert Touring / Artist Management
University at Buffalo
Advertisng; Public Relations; Business Management
Kris Essex's New England Financial Experience September 2000 - September 2005
Job Branch Manager Lincoln Financial Securities
Industry Financial Services
Experience
Lincoln Financial Group September 2005 - Present
Lincoln Financial Securities September 2005 - Present
New England Financial September 2000 - September 2005
Prudential Financial August 1998 - September 2000
Education
Appalachian State University
Bachelor of Arts (BA), Communication and Media Studies
Lincoln Financial Group September 2005 - Present
Lincoln Financial Securities September 2005 - Present
New England Financial September 2000 - September 2005
Prudential Financial August 1998 - September 2000
Education
Appalachian State University
Bachelor of Arts (BA), Communication and Media Studies
Bryan Ostendorf Bryan Ostendorf's New England Financial Experience January 2003 - November 2004
Job SR. Product Manager
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Envestnet, Inc March 2014 - January 2015
ASPire Financial Services, LLC February 2013 - February 2014
Victory Capital Management July 2011 - February 2012
Great-West Financial 2008 - 2011
Oce March 2006 - July 2008
Nuance Communications November 2004 - April 2006
New England Financial January 2003 - November 2004
Ernst & Young March 2001 - November 2002
Skills
Business Analysis, Business Strategy, Business Planning, New Business Development, Growing Revenue, Revenue Management, Revenue Forecasting, Marketing Strategy, Marketing Communications, Marketing Research, Product Marketing, Marketing Management, Direct Marketing, Sales Support, CRM software, Database Marketing, Database Management, MS Project, Project Planning, Project Implementation, Project Coordination, Project Finance, Project Execution, Project Delivery, Investment Strategies, Investment Products, Investment Promotion, Product Development, Product Management, Product Design, Product Launch, Product Strategy, Product Launches, Sales Analytics, Sales Trend Analysis, Information Analysis, Information Security..., Technology Planning, Event Management, Pricing Strategy, Pricing Analysis, Regulatory Requirements, FINRA Series 6, finra series 7, Training & Development, Training Delivery, CRM, Marketing, Sales Operations, Analysis
Education
Albertus Magnus College
Bachelor of Science (BS), Business Management
Southern New Hampshire University
Charles Schwab March 2015 - Present
Envestnet, Inc March 2014 - January 2015
ASPire Financial Services, LLC February 2013 - February 2014
Victory Capital Management July 2011 - February 2012
Great-West Financial 2008 - 2011
Oce March 2006 - July 2008
Nuance Communications November 2004 - April 2006
New England Financial January 2003 - November 2004
Ernst & Young March 2001 - November 2002
Skills
Business Analysis, Business Strategy, Business Planning, New Business Development, Growing Revenue, Revenue Management, Revenue Forecasting, Marketing Strategy, Marketing Communications, Marketing Research, Product Marketing, Marketing Management, Direct Marketing, Sales Support, CRM software, Database Marketing, Database Management, MS Project, Project Planning, Project Implementation, Project Coordination, Project Finance, Project Execution, Project Delivery, Investment Strategies, Investment Products, Investment Promotion, Product Development, Product Management, Product Design, Product Launch, Product Strategy, Product Launches, Sales Analytics, Sales Trend Analysis, Information Analysis, Information Security..., Technology Planning, Event Management, Pricing Strategy, Pricing Analysis, Regulatory Requirements, FINRA Series 6, finra series 7, Training & Development, Training Delivery, CRM, Marketing, Sales Operations, Analysis
Education
Albertus Magnus College
Bachelor of Science (BS), Business Management
Southern New Hampshire University
Matthew Gingerich's New England Financial Experience August 2005 - June 2007
Job Sales Leader at SiriusDecisions
Industry Information Services
Experience
SiriusDecisions April 2013 - Present
SiriusDecisions April 2012 - April 2013
SiriusDecisions April 2011 - April 2012
SiriusDecisions, Inc. April 2010 - April 2011
SiriusDecisions, Inc. 2007 - April 2010
New England Financial August 2005 - June 2007
Lenox Advisors 2007 - 2007
Solimar International 2003 - 2005
Skills
Account Management, B2B, Thought Leadership, B2B Marketing, Customer Relations, Complex Enterprise Sales, Consultative Selling, Sales Management, Direct Sales, Sales Process, CRM, Email Marketing, Selling, Enterprise Software, Business Development, Channel Partners, Sales Operations, Customer Service, Marketing Strategy, Marketing, Sales, Strategy, Demand Generation, Lead Generation, Product Marketing
Education
American University - Kogod School of Business 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Universidad Alcala de Heneres 2002 — 2002
Sociology, History of Spain, European Union
Central York Highschool
SiriusDecisions April 2013 - Present
SiriusDecisions April 2012 - April 2013
SiriusDecisions April 2011 - April 2012
SiriusDecisions, Inc. April 2010 - April 2011
SiriusDecisions, Inc. 2007 - April 2010
New England Financial August 2005 - June 2007
Lenox Advisors 2007 - 2007
Solimar International 2003 - 2005
Skills
Account Management, B2B, Thought Leadership, B2B Marketing, Customer Relations, Complex Enterprise Sales, Consultative Selling, Sales Management, Direct Sales, Sales Process, CRM, Email Marketing, Selling, Enterprise Software, Business Development, Channel Partners, Sales Operations, Customer Service, Marketing Strategy, Marketing, Sales, Strategy, Demand Generation, Lead Generation, Product Marketing
Education
American University - Kogod School of Business 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Universidad Alcala de Heneres 2002 — 2002
Sociology, History of Spain, European Union
Central York Highschool
Alyssa Prettyman-Ion Alyssa Prettyman-Ion's New England Financial Experience December 1998 - March 2000
Job Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott April 2000 - Present
New England Financial December 1998 - March 2000
Skills
Retirement Planning, Retirement Income..., Series 6, 7, 63, 65, Wealth Management, Life, Health & LTC..., Estate Planning, Series 7, Series 63, Mutual Funds, Retirement, Asset Allocation, Investment Strategies, Financial Advisory, Strategic Financial..., Securities, 401k, Investments, Investment Advisory, Asset Management
Education
Allegheny College 1994 — 1998
BA, political science
Janney Montgomery Scott April 2000 - Present
New England Financial December 1998 - March 2000
Skills
Retirement Planning, Retirement Income..., Series 6, 7, 63, 65, Wealth Management, Life, Health & LTC..., Estate Planning, Series 7, Series 63, Mutual Funds, Retirement, Asset Allocation, Investment Strategies, Financial Advisory, Strategic Financial..., Securities, 401k, Investments, Investment Advisory, Asset Management
Education
Allegheny College 1994 — 1998
BA, political science
Louis Black's New England Financial Experience May 2008 - March 2010
Job Relationship Banker/Small Business Specialist at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase May 2011 - Present
Milwaukee Journal Sentinel August 2003 - January 2011
New England Financial May 2008 - March 2010
Northwestern Mutual Financial Network May 2003 - April 2008
Learning Exchange 2005 - 2007
Education
Arkansas State University 2000 — 2003
B.S., Economics
Lane College 1999 — 2000
Business Economics
Milwaukee Tech High School 1995 — 1999
H.S. Diploma, Chemistry
JPMorgan Chase May 2011 - Present
Milwaukee Journal Sentinel August 2003 - January 2011
New England Financial May 2008 - March 2010
Northwestern Mutual Financial Network May 2003 - April 2008
Learning Exchange 2005 - 2007
Education
Arkansas State University 2000 — 2003
B.S., Economics
Lane College 1999 — 2000
Business Economics
Milwaukee Tech High School 1995 — 1999
H.S. Diploma, Chemistry
Brooks Beard Brooks Beard's New England Financial Experience August 2008 - March 2009
Job Entrepreneur and Financial Expert
Industry Financial Services
Experience
Wells Fargo Financial December 2009 - Present
New England Financial August 2008 - March 2009
Morgan Stanley June 2007 - December 2007
Education
Belmont Abbey College 2005 — 2007
Bachelors, Business Management
Spartanburg Methodist College 2003 — 2005
Associates, Business Administration
Wells Fargo Financial December 2009 - Present
New England Financial August 2008 - March 2009
Morgan Stanley June 2007 - December 2007
Education
Belmont Abbey College 2005 — 2007
Bachelors, Business Management
Spartanburg Methodist College 2003 — 2005
Associates, Business Administration
Chad Creasey Chad Creasey's New England Financial Experience November 1987 - March 1995
Job Helping People and Business's with Health Insurance and Employee Benefits.
Industry Insurance
Experience
BNI 2006 - Present
RCB & Associates, LLC February 2002 - Present
InsurAmeriCorp May 1998 - February 2002
AIG Advisor Group July 1996 - June 1998
Sun Life Financial March 1995 - July 1996
New England Financial November 1987 - March 1995
Skills
Insurance, Employee Benefits, Health Insurance, Disability Insurance, Customer Service, Life Insurance, Healthcare, Sales, Marketing, Leadership, Underwriting, Cold Calling, Long-term Care, Small Business, Recruiting, Brokers, Health Savings Accounts, Term Life Insurance, 401k, Critical Illness, Fixed Annuities, Retirement, Long Term Care Insurance, Accident, Casualty, Claim, Estate Planning, Whole Life
Education
The American College 1988 — 1990
CLU, Insurance
Albion College 1983 — 1987
BA, Economics
BNI 2006 - Present
RCB & Associates, LLC February 2002 - Present
InsurAmeriCorp May 1998 - February 2002
AIG Advisor Group July 1996 - June 1998
Sun Life Financial March 1995 - July 1996
New England Financial November 1987 - March 1995
Skills
Insurance, Employee Benefits, Health Insurance, Disability Insurance, Customer Service, Life Insurance, Healthcare, Sales, Marketing, Leadership, Underwriting, Cold Calling, Long-term Care, Small Business, Recruiting, Brokers, Health Savings Accounts, Term Life Insurance, 401k, Critical Illness, Fixed Annuities, Retirement, Long Term Care Insurance, Accident, Casualty, Claim, Estate Planning, Whole Life
Education
The American College 1988 — 1990
CLU, Insurance
Albion College 1983 — 1987
BA, Economics
Michelle Cowden Michelle Cowden's New England Financial Experience June 2010 - April 2012
Job Student at Southern New Hampshire University
Industry Law Enforcement
Experience
Zodiac Seats US LLC August 2012 - August 2015
New England Financial June 2010 - April 2012
Al Serra Chevrolet 2009 - 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Type 34 words per minute
Education
Stratford Career Institute 2015 — 2016
Certificate, Private Investigator
Everest College-Colorado Springs 2008 — 2010
Associate of Science (A.S.), Legal Assistant/Paralegal, 3.63
Zodiac Seats US LLC August 2012 - August 2015
New England Financial June 2010 - April 2012
Al Serra Chevrolet 2009 - 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Type 34 words per minute
Education
Stratford Career Institute 2015 — 2016
Certificate, Private Investigator
Everest College-Colorado Springs 2008 — 2010
Associate of Science (A.S.), Legal Assistant/Paralegal, 3.63
Brian Barry's New England Financial Experience 1997 - 2000
Job Senior Sales Representative at Sun Life, a voluntary, group, and stoploss benefits leader
Industry Insurance
Experience
Sun Life Financial July 2003 - Present
Transamerica Retirement Services July 2000 - October 2003
New England Financial 1997 - 2000
Skills
Employee Benefits, Group Life, Dental Insurance, Short Term Disability, Long Term Disability, Underwriting, Health Insurance, Disabilities, Life Insurance, Brokers, Insurance, Long-term Care, Disability Insurance, Sales, Accident, New Business Development, Salesforce.com, Term Life Insurance, Critical Illness, Retirement, Account Management, Benefits Administration
Education
Boston College 1993 — 1997
xaverian brothers
boston college
Sun Life Financial July 2003 - Present
Transamerica Retirement Services July 2000 - October 2003
New England Financial 1997 - 2000
Skills
Employee Benefits, Group Life, Dental Insurance, Short Term Disability, Long Term Disability, Underwriting, Health Insurance, Disabilities, Life Insurance, Brokers, Insurance, Long-term Care, Disability Insurance, Sales, Accident, New Business Development, Salesforce.com, Term Life Insurance, Critical Illness, Retirement, Account Management, Benefits Administration
Education
Boston College 1993 — 1997
xaverian brothers
boston college
Michelle Kiely's New England Financial Experience May 2003 - June 2007
Job Sales at TWE Solutions, Inc
Industry Computer Hardware
Experience
TWE Solutions, Inc January 2014 - Present
TWE Solutions, Inc January 2014 - Present
Brocade October 2010 - January 2014
Prospectiv August 2008 - October 2010
Coradiant, Inc July 2007 - July 2008
New England Financial May 2003 - June 2007
Skills
Account Management, Lead Generation, Sales, Online Advertising, Online Marketing, Salesforce.com, Cloud Computing, Solution Selling, SaaS, Sales Management, Sales Process, Networking, Product Marketing, Start-ups, Enterprise Software, Business Development, Direct Sales, Strategic Partnerships, Channel Partners, Selling, Go-to-market Strategy, New Business Development, Cold Calling, Product Management, Managed Services, Strategy, Business Alliances, Professional Services, Partner Management, Sales Enablement, Competitive Analysis, CRM, Sales Operations
Education
Berklee College of Music 1998 — 2002
BA of Production and Engineering, Music Production and Engineering
TWE Solutions, Inc January 2014 - Present
TWE Solutions, Inc January 2014 - Present
Brocade October 2010 - January 2014
Prospectiv August 2008 - October 2010
Coradiant, Inc July 2007 - July 2008
New England Financial May 2003 - June 2007
Skills
Account Management, Lead Generation, Sales, Online Advertising, Online Marketing, Salesforce.com, Cloud Computing, Solution Selling, SaaS, Sales Management, Sales Process, Networking, Product Marketing, Start-ups, Enterprise Software, Business Development, Direct Sales, Strategic Partnerships, Channel Partners, Selling, Go-to-market Strategy, New Business Development, Cold Calling, Product Management, Managed Services, Strategy, Business Alliances, Professional Services, Partner Management, Sales Enablement, Competitive Analysis, CRM, Sales Operations
Education
Berklee College of Music 1998 — 2002
BA of Production and Engineering, Music Production and Engineering
Michael Brogan's New England Financial Experience January 1990 - June 2004
Job Regional Director, Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors 2004 - Present
New England Financial January 1990 - June 2004
Education
Albright College 1986 — 1989
Lincoln Financial Distributors 2004 - Present
New England Financial January 1990 - June 2004
Education
Albright College 1986 — 1989
Warren Arnold's New England Financial Experience July 2010 - September 2011
Job Software Developer
Industry Information Technology and Services
Experience
Concur August 2014 - Present
Aerotek July 2012 - August 2014
Experis June 2012 - July 2012
Elavon, Inc. February 2012 - April 2012
The Home Depot October 2011 - January 2012
New England Financial July 2010 - September 2011
The Georgia Group- An Office of New England Financial March 2010 - August 2010
AXA Advisors July 2008 - March 2010
Entaire Global Companies, Inc. 2007 - 2008
TSI Solutions September 2005 - February 2007
Skills
Excel, Access, SQL Server, Customer Relations, Microsoft Office, Problem Solving, Software Development, Word, SQL, SDLC, Manufacturing, Software Documentation, Microsoft SQL Server, Product Development, Team Leadership, Microsoft Excel, Programming, Testing, Analysis, Business Analysis, Integration, Management, Process Improvement, Requirements Analysis
Education
Southern Polytechnic State University 1988 — 1991
BSEET, Electrical Engineering Technology, Microprocessor Control and Robotics Option
Abraham Baldwin Agricultural College
Lithia Springs
Concur August 2014 - Present
Aerotek July 2012 - August 2014
Experis June 2012 - July 2012
Elavon, Inc. February 2012 - April 2012
The Home Depot October 2011 - January 2012
New England Financial July 2010 - September 2011
The Georgia Group- An Office of New England Financial March 2010 - August 2010
AXA Advisors July 2008 - March 2010
Entaire Global Companies, Inc. 2007 - 2008
TSI Solutions September 2005 - February 2007
Skills
Excel, Access, SQL Server, Customer Relations, Microsoft Office, Problem Solving, Software Development, Word, SQL, SDLC, Manufacturing, Software Documentation, Microsoft SQL Server, Product Development, Team Leadership, Microsoft Excel, Programming, Testing, Analysis, Business Analysis, Integration, Management, Process Improvement, Requirements Analysis
Education
Southern Polytechnic State University 1988 — 1991
BSEET, Electrical Engineering Technology, Microprocessor Control and Robotics Option
Abraham Baldwin Agricultural College
Lithia Springs
Ron Shulman's New England Financial Experience 2003 - 2006
Job
Industry Translation and Localization
Experience
Park IP Translations April 2007 - Present
New England Financial 2003 - 2006
Vector Marketing 1998 - 1999
Skills
Translation, Foreign Languages, Microsoft Excel, Market Research, Research, Due Diligence, Analysis, Spanish, Microsoft Office, Strategy, Editing, Public Speaking, Investments, Patents, Intellectual Property, Project Management, Strategic Planning, Microsoft Word, Licensing, Management, Business Development
Education
Baruch College, City University of New York (CUNY) 2010 — 2013
MBA, Management
The Ohio State University 1999 — 2003
Bachelor of Arts, History, Economics
Park IP Translations April 2007 - Present
New England Financial 2003 - 2006
Vector Marketing 1998 - 1999
Skills
Translation, Foreign Languages, Microsoft Excel, Market Research, Research, Due Diligence, Analysis, Spanish, Microsoft Office, Strategy, Editing, Public Speaking, Investments, Patents, Intellectual Property, Project Management, Strategic Planning, Microsoft Word, Licensing, Management, Business Development
Education
Baruch College, City University of New York (CUNY) 2010 — 2013
MBA, Management
The Ohio State University 1999 — 2003
Bachelor of Arts, History, Economics
Susan St. Germain's New England Financial Experience February 1998 - October 1998
Job VP, HR at Natixis Global Associates
Industry Financial Services
Experience
Natixis Global Asset Management September 2000 - Present
H.C. Starck April 2000 - September 2000
TNT Vacations October 1998 - January 2000
New England Financial February 1998 - October 1998
New England Financial June 1995 - January 1998
Education
Bentley University 1994 — 1998
Natixis Global Asset Management September 2000 - Present
H.C. Starck April 2000 - September 2000
TNT Vacations October 1998 - January 2000
New England Financial February 1998 - October 1998
New England Financial June 1995 - January 1998
Education
Bentley University 1994 — 1998
Alain Chinca, CFA's New England Financial Experience 1991 - 2000
Job Managing Director at Cabot Research LLC
Industry Investment Management
Experience
Cabot Research LLC April 2014 - Present
The Boston Company Asset Management September 2005 - March 2014
Wellington Management Company May 2004 - September 2005
The Boston Company Asset Management February 2000 - May 2004
New England Financial 1991 - 2000
Skills
Factset, Bloomberg, Portfolio Management, Financial Modeling, Asset Management, Valuation, Equities, Financial Analysis, Investments, Excel, Microsoft Office, Equity Research, Asset Managment, Asset Allocation, Teaching, Microsoft Excel, Hedge Funds, Alternative Investments, Fixed Income, Mutual Funds, Capital Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1993
MBA, Finance
Universite Paris Dauphine 1986 — 1988
MS, Management
Universite de Nice 1982 — 1986
BS, Finance and Accounting
Cabot Research LLC April 2014 - Present
The Boston Company Asset Management September 2005 - March 2014
Wellington Management Company May 2004 - September 2005
The Boston Company Asset Management February 2000 - May 2004
New England Financial 1991 - 2000
Skills
Factset, Bloomberg, Portfolio Management, Financial Modeling, Asset Management, Valuation, Equities, Financial Analysis, Investments, Excel, Microsoft Office, Equity Research, Asset Managment, Asset Allocation, Teaching, Microsoft Excel, Hedge Funds, Alternative Investments, Fixed Income, Mutual Funds, Capital Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1993
MBA, Finance
Universite Paris Dauphine 1986 — 1988
MS, Management
Universite de Nice 1982 — 1986
BS, Finance and Accounting
Brian Herlihy's New England Financial Experience 1994 - 1997
Job Business Development Professional
Industry Marketing and Advertising
Experience
Eventus Miami Florida April 2007 - April 2015
Marketration 2003 - 2007
Gigunda Group July 2003 - December 2004
Monster September 2002 - June 2003
Student Advantage, Inc. September 2001 - May 2002
New England Financial 1994 - 1997
Skills
New Business Development, Marketing, Marketing Strategy, Program Management, Business Development, Integrated Marketing, Sales, Retail, Marketing Communications, Digital Marketing, Digital Media, Strategy, Strategic Partnerships, Start-ups, Competitive Analysis
Education
Babson College 1990 — 1994
Bachelor of Science (BS), Marketing and Communications
Babson College
Bachelor's degree, Marketing
Eventus Miami Florida April 2007 - April 2015
Marketration 2003 - 2007
Gigunda Group July 2003 - December 2004
Monster September 2002 - June 2003
Student Advantage, Inc. September 2001 - May 2002
New England Financial 1994 - 1997
Skills
New Business Development, Marketing, Marketing Strategy, Program Management, Business Development, Integrated Marketing, Sales, Retail, Marketing Communications, Digital Marketing, Digital Media, Strategy, Strategic Partnerships, Start-ups, Competitive Analysis
Education
Babson College 1990 — 1994
Bachelor of Science (BS), Marketing and Communications
Babson College
Bachelor's degree, Marketing
Jack Pini's New England Financial Experience February 1997 - December 2003
Job Executive Director, Development, Bentley University
Industry Education Management
Experience
Bentley University January 2004 - Present
Bentley University 2004 - Present
MetLife 1996 - 2004
New England Financial February 1997 - December 2003
Educational Publishing Group, Inc. 1992 - 1997
Family Education Network 1991 - 1997
GTE Sylvania 1978 - 1986
Skills
Marketing Strategy, Strategic Planning, Social Media, Marketing Communications, Marketing, Budgets, Non-profits, Fundraising, Philanthropy, Direct Marketing, Business Strategy, Public Speaking, Strategy, Alumni Relations, Nonprofits, Event Planning, Product Marketing, Business Planning, Team Leadership, Stewardship
Education
Babson College 1976 — 1978
MBA, Marketing
Bentley University 1971 — 1975
BS, Accounting and Finance
Bentley University January 2004 - Present
Bentley University 2004 - Present
MetLife 1996 - 2004
New England Financial February 1997 - December 2003
Educational Publishing Group, Inc. 1992 - 1997
Family Education Network 1991 - 1997
GTE Sylvania 1978 - 1986
Skills
Marketing Strategy, Strategic Planning, Social Media, Marketing Communications, Marketing, Budgets, Non-profits, Fundraising, Philanthropy, Direct Marketing, Business Strategy, Public Speaking, Strategy, Alumni Relations, Nonprofits, Event Planning, Product Marketing, Business Planning, Team Leadership, Stewardship
Education
Babson College 1976 — 1978
MBA, Marketing
Bentley University 1971 — 1975
BS, Accounting and Finance
Maureen (Dullea) Remeika's New England Financial Experience March 1993 - August 1999
Job Chief, Operations Management at United States Air Force
Industry Human Resources
Experience
United States Air Force July 2013 - Present
US Air Force October 2009 - July 2013
John Hancock Financial Services (Manulife Financial) August 2001 - February 2009
Manulife Financial February 2000 - August 2001
MetLife August 1999 - February 2000
New England Financial March 1993 - August 1999
New England Financial October 1991 - March 1993
New England Financial March 1985 - October 1991
GTE/Verizon November 1981 - March 1985
Skills
Organizational..., Talent Management, Employee Engagement, E-Learning, Performance Management, Leadership Development, Public Speaking, Coaching, Leadership, Training, Team Building, Strategy, Succession Planning, Integration, Program Management, Budgets, Management, Process Improvement, Executive Coaching, Policy, Staff Development, Change Management, Management Development, Employee Relations, Management Consulting, Team Leadership, Human Resources, Workshop Facilitation, Sourcing, Recruiting, Operations Management, Employee Training, Training Delivery, Interviews, Personnel Management, Onboarding, Workforce Planning, Instructional Design, Organizational..., Organizational Design, Career Development, Career Counseling, Employee Benefits, Talent Acquisition, Deferred Compensation, Strategic Planning
Education
Bentley University 1983 — 1985
Graduate Studies
Data Institute 1980 — 1981
Certificate
Framingham State University
BS
University of Massachusetts Boston
MEd
United States Air Force July 2013 - Present
US Air Force October 2009 - July 2013
John Hancock Financial Services (Manulife Financial) August 2001 - February 2009
Manulife Financial February 2000 - August 2001
MetLife August 1999 - February 2000
New England Financial March 1993 - August 1999
New England Financial October 1991 - March 1993
New England Financial March 1985 - October 1991
GTE/Verizon November 1981 - March 1985
Skills
Organizational..., Talent Management, Employee Engagement, E-Learning, Performance Management, Leadership Development, Public Speaking, Coaching, Leadership, Training, Team Building, Strategy, Succession Planning, Integration, Program Management, Budgets, Management, Process Improvement, Executive Coaching, Policy, Staff Development, Change Management, Management Development, Employee Relations, Management Consulting, Team Leadership, Human Resources, Workshop Facilitation, Sourcing, Recruiting, Operations Management, Employee Training, Training Delivery, Interviews, Personnel Management, Onboarding, Workforce Planning, Instructional Design, Organizational..., Organizational Design, Career Development, Career Counseling, Employee Benefits, Talent Acquisition, Deferred Compensation, Strategic Planning
Education
Bentley University 1983 — 1985
Graduate Studies
Data Institute 1980 — 1981
Certificate
Framingham State University
BS
University of Massachusetts Boston
MEd
Harry Cohen's New England Financial Experience September 1993 - July 1999
Job AVP at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management March 2010 - Present
MFS Investment Management September 2005 - March 2010
MFS Investment Management December 2003 - September 2005
MFS Investment Management May 2000 - December 2003
Putnam Investments July 1999 - May 2000
New England Financial September 1993 - July 1999
Skills
Electronic Trading, Asset Managment, Investment Management, SDLC, Business Analysis, Fixed Income, IT Strategy, Building Relationships, Application Lifecycle..., Mutual Funds, Business Process..., Trading, Middle Office, Investments, Portfolio Management, Asset Management, Information Management, Systems Analysis, Financial Services
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2001
MBA, Finance
Trinity College-Hartford 1989 — 1993
BA, Mathematics, Economics
Longmeadow High School 1985 — 1989
MFS Investment Management March 2010 - Present
MFS Investment Management September 2005 - March 2010
MFS Investment Management December 2003 - September 2005
MFS Investment Management May 2000 - December 2003
Putnam Investments July 1999 - May 2000
New England Financial September 1993 - July 1999
Skills
Electronic Trading, Asset Managment, Investment Management, SDLC, Business Analysis, Fixed Income, IT Strategy, Building Relationships, Application Lifecycle..., Mutual Funds, Business Process..., Trading, Middle Office, Investments, Portfolio Management, Asset Management, Information Management, Systems Analysis, Financial Services
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2001
MBA, Finance
Trinity College-Hartford 1989 — 1993
BA, Mathematics, Economics
Longmeadow High School 1985 — 1989
Al Teixeira's New England Financial Experience April 1999 - October 1999
Job Internal Wholesaler /Life Insurance Case Analyst
Industry Financial Services
Experience
Levin Financial Group June 2015 - Present
Mezrah Financial February 2014 - June 2015
Sun Commercial Cleaning LLC September 2005 - January 2014
JW Cole Financial November 2004 - November 2005
Manulife Financial December 1998 - October 2002
New England Financial April 1999 - October 1999
Skills
Social Media Marketing, Public Relations, Public Speaking, Writing, Entrepreneurship, Team Building, Program Management, Financial Analysis, Strategic Planning, Insurance, Leadership, Sales, Management, Retirement Planning, Coaching, Life Insurance, Fixed Annuities, Investments, Disability Insurance, Analysis, Financial Planning
Education
University of Massachusetts Boston 1988 — 2002
History
Atlantic Union College
Levin Financial Group June 2015 - Present
Mezrah Financial February 2014 - June 2015
Sun Commercial Cleaning LLC September 2005 - January 2014
JW Cole Financial November 2004 - November 2005
Manulife Financial December 1998 - October 2002
New England Financial April 1999 - October 1999
Skills
Social Media Marketing, Public Relations, Public Speaking, Writing, Entrepreneurship, Team Building, Program Management, Financial Analysis, Strategic Planning, Insurance, Leadership, Sales, Management, Retirement Planning, Coaching, Life Insurance, Fixed Annuities, Investments, Disability Insurance, Analysis, Financial Planning
Education
University of Massachusetts Boston 1988 — 2002
History
Atlantic Union College
John Robichaud's New England Financial Experience 1981 - 1998
Job Shareholder Mayer Hoffman McCann
Industry Accounting
Experience
CBIZ Tofias & Mayer Hoffman McCann-Tofias New England Division November 2007 - Present
Grant Thornton LLP 2002 - 2007
Arthur Andersen 1998 - 2002
New England Financial 1981 - 1998
Skills
Internal Controls, GAAP, Tax, Income Tax, Auditing
Education
Bentley University
MST, Taxation
Bentley University
MSCIS, Computer Information Systems
University of Massachusetts, Amherst
MSBA, Accounting
University of Massachusetts, Amherst
BA, Economics
CBIZ Tofias & Mayer Hoffman McCann-Tofias New England Division November 2007 - Present
Grant Thornton LLP 2002 - 2007
Arthur Andersen 1998 - 2002
New England Financial 1981 - 1998
Skills
Internal Controls, GAAP, Tax, Income Tax, Auditing
Education
Bentley University
MST, Taxation
Bentley University
MSCIS, Computer Information Systems
University of Massachusetts, Amherst
MSBA, Accounting
University of Massachusetts, Amherst
BA, Economics
Ed Braga's New England Financial Experience March 1997 - February 1999
Job Senior Program Management Consultant at LeapFrog Systems
Industry Information Technology and Services
Experience
LeapFrog Systems August 2014 - Present
The Mentor Network January 2013 - August 2014
Dell Services August 2010 - January 2013
Pearson March 2010 - August 2010
Sun Life Financial May 2002 - February 2009
Sun Life Financial June 2000 - April 2002
Sun Life Financial May 1999 - June 2000
New England Financial March 1997 - February 1999
TJX June 1989 - March 1996
Skills
PMO, SDLC, PMP, Business Analysis, Project Portfolio..., Process Improvement, Project Management, Requirements Gathering, Program Management, Requirements Analysis, Project Delivery, Resource Management, Change Management, Management, Agile Project Management, Risk Management, Business Intelligence, Agile Methodologies, Training, Project Planning, Analysis, Enterprise Software, IT Strategy, Governance, Cloud Computing, Software Project..., Business Process, SaaS
Education
Stanford University 2014 — 2016
Advanced Project Management Program
Northwestern University 2011 — 2016
Master of Science, Information Systems
Boston University 2000 — 2001
Master's Certificate, Project Management
Bentley University 1989 — 1994
Bachelor of Science, Business Economics
LeapFrog Systems August 2014 - Present
The Mentor Network January 2013 - August 2014
Dell Services August 2010 - January 2013
Pearson March 2010 - August 2010
Sun Life Financial May 2002 - February 2009
Sun Life Financial June 2000 - April 2002
Sun Life Financial May 1999 - June 2000
New England Financial March 1997 - February 1999
TJX June 1989 - March 1996
Skills
PMO, SDLC, PMP, Business Analysis, Project Portfolio..., Process Improvement, Project Management, Requirements Gathering, Program Management, Requirements Analysis, Project Delivery, Resource Management, Change Management, Management, Agile Project Management, Risk Management, Business Intelligence, Agile Methodologies, Training, Project Planning, Analysis, Enterprise Software, IT Strategy, Governance, Cloud Computing, Software Project..., Business Process, SaaS
Education
Stanford University 2014 — 2016
Advanced Project Management Program
Northwestern University 2011 — 2016
Master of Science, Information Systems
Boston University 2000 — 2001
Master's Certificate, Project Management
Bentley University 1989 — 1994
Bachelor of Science, Business Economics
Brent Chance's New England Financial Experience July 1999 - December 2002
Job Property and Casualty and Employee Benefits Sales
Industry Insurance
Experience
Ivy Insurance, Inc. January 2009 - Present
Al Phillips Insurance Agency January 2003 - December 2008
New England Financial July 1999 - December 2002
Skills
Insurance, Commercial Insurance, Property & Casualty..., Health Insurance
Education
Belmont University 1994 — 1998
Bachelor's Degree, Business Administration and Management, General
Ivy Insurance, Inc. January 2009 - Present
Al Phillips Insurance Agency January 2003 - December 2008
New England Financial July 1999 - December 2002
Skills
Insurance, Commercial Insurance, Property & Casualty..., Health Insurance
Education
Belmont University 1994 — 1998
Bachelor's Degree, Business Administration and Management, General
Leona Avey's New England Financial Experience September 2002 - April 2004
Job Office ManagerLanguages, Literature and Philosophy at Armstrong Atlantic State University
Industry Higher Education
Experience
Armstrong Atlantic State University September 2004 - Present
New England Financial September 2002 - April 2004
Education
Armstrong State University 2006 — 2012
In Progress, Double Major: Law and Society/Gender and Women's Studies
Northern Virginia Community College
Journalism and History
Virginia Commonwealth University
Mass Communications/Broadcasting
Armstrong Atlantic State University September 2004 - Present
New England Financial September 2002 - April 2004
Education
Armstrong State University 2006 — 2012
In Progress, Double Major: Law and Society/Gender and Women's Studies
Northern Virginia Community College
Journalism and History
Virginia Commonwealth University
Mass Communications/Broadcasting
Cathy Lowell's New England Financial Experience November 2011 - December 2013
Job Actively seeking financial services opportunity
Industry Insurance
Experience
ACTIVELY SEEKING EMPLOYMENT! 2015 - Present
MassMutual Southeast Michigan January 2014 - February 2015
Detroit Police Officers Associaton 1993 - 2014
New England Financial November 2011 - December 2013
Borders 2003 - 2008
Borders 2003 - 2008
TMR 1993 - 2000
FSIC 1993 - 1994
Skills
Fixed Annuities, Disability Insurance, Retirement, Life Insurance, Microsoft Excel, Employee Benefits, Term Life Insurance, Microsoft Office, Process Improvement, Long Term Care Insurance, Mutual Funds, 401k, Insurance, Recruiting, Health Insurance, Strategic Financial..., Customer Service, Financial Planning
Education
University of Michigan 1979 — 1984
Baker College Business and Corporate Services
St. Mary Academy Monroe
ACTIVELY SEEKING EMPLOYMENT! 2015 - Present
MassMutual Southeast Michigan January 2014 - February 2015
Detroit Police Officers Associaton 1993 - 2014
New England Financial November 2011 - December 2013
Borders 2003 - 2008
Borders 2003 - 2008
TMR 1993 - 2000
FSIC 1993 - 1994
Skills
Fixed Annuities, Disability Insurance, Retirement, Life Insurance, Microsoft Excel, Employee Benefits, Term Life Insurance, Microsoft Office, Process Improvement, Long Term Care Insurance, Mutual Funds, 401k, Insurance, Recruiting, Health Insurance, Strategic Financial..., Customer Service, Financial Planning
Education
University of Michigan 1979 — 1984
Baker College Business and Corporate Services
St. Mary Academy Monroe
Brad Hughs's New England Financial Experience January 2005 - February 2008
Job Executive Vice President at Southwest Wealth Advisory Group
Industry Financial Services
Experience
Southwest Wealth Advisory Group February 2008 - Present
New England Financial January 2005 - February 2008
Lincoln Financial Advisors March 2002 - January 2005
Lincoln Financial Advisors March 1999 - March 2002
Lincoln Financial Advisors July 1996 - March 1999
Skills
Retirement Planning
Education
Arizona State University 1993 — 1996
Bachelor of Science, Finance
Kansas State University 1992 — 1992
Finance
Shawnee Mission HS 1987 — 1992
Southwest Wealth Advisory Group February 2008 - Present
New England Financial January 2005 - February 2008
Lincoln Financial Advisors March 2002 - January 2005
Lincoln Financial Advisors March 1999 - March 2002
Lincoln Financial Advisors July 1996 - March 1999
Skills
Retirement Planning
Education
Arizona State University 1993 — 1996
Bachelor of Science, Finance
Kansas State University 1992 — 1992
Finance
Shawnee Mission HS 1987 — 1992
Richard D Wilson, Jr.'s New England Financial Experience 1998 - 2003
Job Regional Director at The Milner Group
Industry Financial Services
Experience
The Milner Group January 2014 - Present
LPL June 2007 - November 2012
MassMutual Financial Group 2006 - 2007
Travelers 2005 - 2006
New England Financial 1998 - 2003
Skills
Series 7, Series 63, Series 24, MA Life, Accident, and..., Retirement Planning, Strategic Financial..., Life Insurance, Insurance, Financial Services, Fixed Annuities, Disability Insurance, Long-term Care, Employee Benefits, Underwriting
Education
Bates College
Bachelor of Arts (BA), Political Science and Government
The American College
CLU, ChFC, Financial Planning and Services
The Milner Group January 2014 - Present
LPL June 2007 - November 2012
MassMutual Financial Group 2006 - 2007
Travelers 2005 - 2006
New England Financial 1998 - 2003
Skills
Series 7, Series 63, Series 24, MA Life, Accident, and..., Retirement Planning, Strategic Financial..., Life Insurance, Insurance, Financial Services, Fixed Annuities, Disability Insurance, Long-term Care, Employee Benefits, Underwriting
Education
Bates College
Bachelor of Arts (BA), Political Science and Government
The American College
CLU, ChFC, Financial Planning and Services
Stephen Bodio's New England Financial Experience June 1996 - January 1998
Job Executive Client Director at GE Healthcare
Industry Medical Devices
Experience
GE Healthcare January 2015 - Present
GE Healthcare January 2011 - Present
GE Healthcare August 2001 - December 2010
GE Healthcare January 1998 - August 2001
New England Financial June 1996 - January 1998
Skills
Medical Imaging, Capital Equipment, Selling, Radiology, HIPAA, Business Process..., Six Sigma, Healthcare Industry, Medical Devices, PACS, Hospitals, Hardware Diagnostics, Ultrasound, Managed Care, Digital Imaging, Healthcare Information..., Healthcare, Operating Room, Urology, MRI, Management, Cardiology, Account Management, Disposables, Sales Effectiveness, Sales, Neurology, Market Development, DICOM, Cross-functional Team..., Surgeons, Interventional..., Interventional Radiology, Orthopedic, X-ray, Product Launch, Vascular, EHR, Surgery, EMR, Capital Equipment Sales, Oncology, Global Marketing, HL7, Healthcare Consulting, Informatics, OB/GYN, Pharmaceutical Sales, Sales Operations, Surgical Instruments
Education
Babson College 1992 — 1996
Bachelor of Science (B.S.), Economics and Marketing
GE Healthcare January 2015 - Present
GE Healthcare January 2011 - Present
GE Healthcare August 2001 - December 2010
GE Healthcare January 1998 - August 2001
New England Financial June 1996 - January 1998
Skills
Medical Imaging, Capital Equipment, Selling, Radiology, HIPAA, Business Process..., Six Sigma, Healthcare Industry, Medical Devices, PACS, Hospitals, Hardware Diagnostics, Ultrasound, Managed Care, Digital Imaging, Healthcare Information..., Healthcare, Operating Room, Urology, MRI, Management, Cardiology, Account Management, Disposables, Sales Effectiveness, Sales, Neurology, Market Development, DICOM, Cross-functional Team..., Surgeons, Interventional..., Interventional Radiology, Orthopedic, X-ray, Product Launch, Vascular, EHR, Surgery, EMR, Capital Equipment Sales, Oncology, Global Marketing, HL7, Healthcare Consulting, Informatics, OB/GYN, Pharmaceutical Sales, Sales Operations, Surgical Instruments
Education
Babson College 1992 — 1996
Bachelor of Science (B.S.), Economics and Marketing
Marc Veneziano's New England Financial Experience January 2008 - June 2008
Job Consultant at NVG
Industry Financial Services
Experience
NVG December 2008 - Present
New Venture Group 2008 - Present
New England Financial January 2008 - June 2008
Delivery Dudes, LLC September 2005 - September 2007
Park Realty Boston May 2006 - August 2007
Education
Arizona State University - W. P. Carey School of Business 2004 — 2009
B.S., Economics, Minor in Theatre
NVG December 2008 - Present
New Venture Group 2008 - Present
New England Financial January 2008 - June 2008
Delivery Dudes, LLC September 2005 - September 2007
Park Realty Boston May 2006 - August 2007
Education
Arizona State University - W. P. Carey School of Business 2004 — 2009
B.S., Economics, Minor in Theatre
Jennifer Stancil's New England Financial Experience February 2003 - December 2009
Job Marketing Communications Specialist at Alere Health
Industry Financial Services
Experience
Alere Wellbeing December 2014 - Present
The Georgia Group- An Office of New England Financial February 2010 - November 2013
New England Financial February 2003 - December 2009
Education
Auburn University at Montgomery 1994 — 1998
B.S., Psychology
Alere Wellbeing December 2014 - Present
The Georgia Group- An Office of New England Financial February 2010 - November 2013
New England Financial February 2003 - December 2009
Education
Auburn University at Montgomery 1994 — 1998
B.S., Psychology
Rebecca Meyer Monteiro's New England Financial Experience 2000 - 2004
Job Vice President, Internet Marketing at Citizens Bank
Industry Financial Services
Experience
Citizens Bank September 2009 - Present
BlackRock January 2005 - March 2009
State Street Research 2004 - 2005
New England Financial 2000 - 2004
Deutsche Financial Services 1999 - 2000
Bentley College July 1997 - August 1999
AT&T Capital 1996 - 1997
Skills
Email Marketing, Marketing, E-commerce, Management, Strategy, Financial Services, Marketing Communications, Lead Generation, Cross-functional Team..., Digital Marketing, Customer Insight, Data Analysis, Relationship Building
Education
Bentley University 1992 — 1996
B.S., Marketing
Citizens Bank September 2009 - Present
BlackRock January 2005 - March 2009
State Street Research 2004 - 2005
New England Financial 2000 - 2004
Deutsche Financial Services 1999 - 2000
Bentley College July 1997 - August 1999
AT&T Capital 1996 - 1997
Skills
Email Marketing, Marketing, E-commerce, Management, Strategy, Financial Services, Marketing Communications, Lead Generation, Cross-functional Team..., Digital Marketing, Customer Insight, Data Analysis, Relationship Building
Education
Bentley University 1992 — 1996
B.S., Marketing
Robert Mednick's New England Financial Experience 2005 - 2009
Job Registered Representative at allstate financial Services
Industry Financial Services
Experience
allstate financial Services December 2008 - Present
New England Financial 2005 - 2009
Allstar Marketing 2000 - 2000
United States Sales Corp January 1979 - June 1996
Skills
Retirement Planning, Fixed Annuities, Retirement, Series 7, Mutual Funds, Series 63, Life Insurance, IRAs, Wealth Management, Investments, Strategic Financial..., Insurance
Education
City University of New York-Baruch College 1969 — 1970
Master finance and Marketing
Pace University - Lubin School of Business 1964 — 1968
Bachelor of Business Administration (BBA), Accounting and Finance
City University of New York-Baruch College
allstate financial Services December 2008 - Present
New England Financial 2005 - 2009
Allstar Marketing 2000 - 2000
United States Sales Corp January 1979 - June 1996
Skills
Retirement Planning, Fixed Annuities, Retirement, Series 7, Mutual Funds, Series 63, Life Insurance, IRAs, Wealth Management, Investments, Strategic Financial..., Insurance
Education
City University of New York-Baruch College 1969 — 1970
Master finance and Marketing
Pace University - Lubin School of Business 1964 — 1968
Bachelor of Business Administration (BBA), Accounting and Finance
City University of New York-Baruch College
Gordon Frater's New England Financial Experience March 2009 - Present
Job Financial Representative at New England Financial
Industry Financial Services
Experience
New England Financial March 2009 - Present
White Oaks Wealth Advisors, Inc May 2008 - July 2008
Southwestern Company December 2004 - September 2007
Education
Arizona State University, W. P. Carey School of Business 2004 — 2008
Economics
New England Financial March 2009 - Present
White Oaks Wealth Advisors, Inc May 2008 - July 2008
Southwestern Company December 2004 - September 2007
Education
Arizona State University, W. P. Carey School of Business 2004 — 2008
Economics
Laura Terzian's New England Financial Experience September 1998 - September 2001
Job Vice President at State Street Corp
Industry Financial Services
Experience
State Street Corp 2002 - Present
New England Financial September 1998 - September 2001
SunLife of Canada 1979 - 1998
Skills
PMP Certified
Education
Boston College 1971 — 1975
BA, Math, Economics
State Street Corp 2002 - Present
New England Financial September 1998 - September 2001
SunLife of Canada 1979 - 1998
Skills
PMP Certified
Education
Boston College 1971 — 1975
BA, Math, Economics
Meltzer Rita's New England Financial Experience 1984 - 1988
Job Consultant PeopleSoft Consolidation at Verizon
Industry
Experience
Verizon September 2014 - Present
Harris Corporation 2000 - August 2014
Duro communications 1994 - 2000
New England Financial 1984 - 1988
Skills
Microsoft Office, Customer Service, Security Clearance, Coaching, DoD, Project Management, Government Contracting, PeopleSoft, Business Analysis, Requirements Analysis
Education
Binghamton University
Bachelor of Science (B.S.), Accounting
Northeastern University
Master of Business Administration (M.B.A.)
Verizon September 2014 - Present
Harris Corporation 2000 - August 2014
Duro communications 1994 - 2000
New England Financial 1984 - 1988
Skills
Microsoft Office, Customer Service, Security Clearance, Coaching, DoD, Project Management, Government Contracting, PeopleSoft, Business Analysis, Requirements Analysis
Education
Binghamton University
Bachelor of Science (B.S.), Accounting
Northeastern University
Master of Business Administration (M.B.A.)
Karen Sparks, PHR's New England Financial Experience January 2002 - December 2004
Job Human Resources/Office Management Professional
Industry Human Resources
Experience
American Academy of Family Physicians National Research Network September 2010 - Present
Marketshare Group, Inc. December 2004 - August 2009
New England Financial January 2002 - December 2004
Vance Publishing, Inc. March 2000 - November 2001
General Casualty Insurance October 1993 - March 2000
Skills
Employee Benefits, Employee Relations, Human Resources, Recruiting, New Hire Orientations
Education
Baker University
Bachelors, Business Management
Johnson County Community College
American Academy of Family Physicians National Research Network September 2010 - Present
Marketshare Group, Inc. December 2004 - August 2009
New England Financial January 2002 - December 2004
Vance Publishing, Inc. March 2000 - November 2001
General Casualty Insurance October 1993 - March 2000
Skills
Employee Benefits, Employee Relations, Human Resources, Recruiting, New Hire Orientations
Education
Baker University
Bachelors, Business Management
Johnson County Community College
Chris Stakley's New England Financial Experience June 2008 - August 2009
Job Associate at Steffes Financial, Ltd
Industry Financial Services
Experience
Steffes Financial, Ltd August 2014 - Present
First National Bank April 2010 - August 2014
New England Financial June 2008 - August 2009
Education
Benedictine College 2007 — 2008
Master of Business Administration (MBA), Business & Finance
Benedictine College 2003 — 2007
Bachelor of Arts (BA), Sport and Fitness Administration/Management
Steffes Financial, Ltd August 2014 - Present
First National Bank April 2010 - August 2014
New England Financial June 2008 - August 2009
Education
Benedictine College 2007 — 2008
Master of Business Administration (MBA), Business & Finance
Benedictine College 2003 — 2007
Bachelor of Arts (BA), Sport and Fitness Administration/Management
Marc Spector, CPA's New England Financial Experience June 1994 - July 1996
Job Director The Siegfried Group, LLP
Industry Management Consulting
Experience
The Siegfried Group August 2013 - Present
Deloitte September 2005 - July 2013
Merrill Lynch January 2002 - July 2005
Deloitte September 1996 - December 2001
New England Financial June 1994 - July 1996
Skills
CPA, GAAP, PCAOB standards, SEC filings, Sarbanes-Oxley, Accounting, Due Diligence, Internal Controls, Asset Management, Auditing, IFRS, Internal Audit, Finance, Sarbanes-Oxley Act, Financial Analysis, Consolidation, Financial Reporting, US GAAP, SEC Filings
Education
Babson College 1990 — 1994
Bachelor's degree, Accounting
The Siegfried Group August 2013 - Present
Deloitte September 2005 - July 2013
Merrill Lynch January 2002 - July 2005
Deloitte September 1996 - December 2001
New England Financial June 1994 - July 1996
Skills
CPA, GAAP, PCAOB standards, SEC filings, Sarbanes-Oxley, Accounting, Due Diligence, Internal Controls, Asset Management, Auditing, IFRS, Internal Audit, Finance, Sarbanes-Oxley Act, Financial Analysis, Consolidation, Financial Reporting, US GAAP, SEC Filings
Education
Babson College 1990 — 1994
Bachelor's degree, Accounting
Raymond Thorpe's New England Financial Experience January 1986 - January 2002
Job Financial Consultant
Industry Accounting
Experience
MetLife January 2002 - March 2010
New England Financial January 1986 - January 2002
Education
Bentley University
Certificate in Accounting
MetLife January 2002 - March 2010
New England Financial January 1986 - January 2002
Education
Bentley University
Certificate in Accounting
Matthew Bernier's New England Financial Experience July 2002 - April 2003
Job CT Administrator at The Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon December 2006 - December 2013
Allmerica Financial February 2005 - June 2006
Quick & Reilly May 2003 - December 2004
New England Financial July 2002 - April 2003
Skills
Financial Services, Financial Analysis, Microsoft Excel, Banking, Equities
Education
Assumption College 2008 — 2014
MASTER OF BUSINESS ADMINISTRATION (MBA), FINANCE, 3.7
Worcester State College 1998 — 2002
BACHELOR OF BUSINESS SCIENCE, BUSINESS ADMINISTRATION, 3.2
The Bank of New York Mellon December 2006 - December 2013
Allmerica Financial February 2005 - June 2006
Quick & Reilly May 2003 - December 2004
New England Financial July 2002 - April 2003
Skills
Financial Services, Financial Analysis, Microsoft Excel, Banking, Equities
Education
Assumption College 2008 — 2014
MASTER OF BUSINESS ADMINISTRATION (MBA), FINANCE, 3.7
Worcester State College 1998 — 2002
BACHELOR OF BUSINESS SCIENCE, BUSINESS ADMINISTRATION, 3.2
Owen Johnson's New England Financial Experience 2008 - 2010
Job
Industry Financial Services
Experience
Owen Johnson LLC April 2012 - Present
The PrinceRidge Group October 2011 - March 2012
New England Financial 2008 - 2010
The Riderwood Group 2007 - 2008
Spear Leeds & Kellogg 2003 - 2005
JP Morgan Chase 1991 - 2003
Paine Webber 1983 - 1988
ABC Television 1979 - 1983
Skills
Series 7, Capital Markets, Securities, Bonds, Fixed Income, Financial Planning, Series 63, Insurance, Investment Advisory, Bloomberg, Equities, Investments, Trading, Asset Allocation, Alternative Investments, Asset Management, Hedge Funds
Education
American University
BS, Finance & Marketing
University of South Carolina-Columbia
Owen Johnson LLC April 2012 - Present
The PrinceRidge Group October 2011 - March 2012
New England Financial 2008 - 2010
The Riderwood Group 2007 - 2008
Spear Leeds & Kellogg 2003 - 2005
JP Morgan Chase 1991 - 2003
Paine Webber 1983 - 1988
ABC Television 1979 - 1983
Skills
Series 7, Capital Markets, Securities, Bonds, Fixed Income, Financial Planning, Series 63, Insurance, Investment Advisory, Bloomberg, Equities, Investments, Trading, Asset Allocation, Alternative Investments, Asset Management, Hedge Funds
Education
American University
BS, Finance & Marketing
University of South Carolina-Columbia
Chantal Pean's New England Financial Experience November 1987 - February 2000
Job Senior Life Claim Examiner at Boston Mutual Life Insurance
Industry Insurance
Experience
Boston Mutual Life Insurance January 2012 - Present
MetLife Insurance Company February 2000 - April 2010
New England Financial November 1987 - February 2000
Harvard Street Health Center December 1985 - November 1987
Skills
Customer Service, Documentation, Data Entry, Outlook, Word, Excel, Telephone Skills, Administrative Support, Microsoft Office, Administration, Office Management, Access, PowerPoint, Customer Relations, Lotus Notes, Insurance, Typing, Spreadsheets, Problem Solving, Accounting, Supervisory Skills, Research, Payroll Processing, PeopleSoft, Time Management, Mentoring, Customer Satisfaction, Teamwork, Counseling, Public Speaking, Analysis
Education
Bay State College 1984 — 1986
AS Degree of Science, Executive Secretarial Field
Boston Mutual Life Insurance January 2012 - Present
MetLife Insurance Company February 2000 - April 2010
New England Financial November 1987 - February 2000
Harvard Street Health Center December 1985 - November 1987
Skills
Customer Service, Documentation, Data Entry, Outlook, Word, Excel, Telephone Skills, Administrative Support, Microsoft Office, Administration, Office Management, Access, PowerPoint, Customer Relations, Lotus Notes, Insurance, Typing, Spreadsheets, Problem Solving, Accounting, Supervisory Skills, Research, Payroll Processing, PeopleSoft, Time Management, Mentoring, Customer Satisfaction, Teamwork, Counseling, Public Speaking, Analysis
Education
Bay State College 1984 — 1986
AS Degree of Science, Executive Secretarial Field
Cecile Harrington's New England Financial Experience 1985 - 1996
Job .
Industry Insurance
Experience
Fidelity Investments March 2007 - February 2012
John Hancock Life Insurance Company (U.S.A.) 1998 - 2007
The Hanover Insurance Group 1996 - 1998
New England Financial 1985 - 1996
Skills
SEC filings, Financial Reporting, Financial Statements, Financial Analysis, Accounting, Statutory Accounting, Income Tax, Sarbanes-Oxley Act, Internal Controls, Microsoft Office, Essbase, Oracle Reports, PeopleSoft, AdminServer, Vantage, McCamish, QuickBooks, Financial Forecasting
Education
Boston College 1975 — 1979
BS, Accounting
Nova Southeastern University 2007 — 2010
MS, Taxation
Fidelity Investments March 2007 - February 2012
John Hancock Life Insurance Company (U.S.A.) 1998 - 2007
The Hanover Insurance Group 1996 - 1998
New England Financial 1985 - 1996
Skills
SEC filings, Financial Reporting, Financial Statements, Financial Analysis, Accounting, Statutory Accounting, Income Tax, Sarbanes-Oxley Act, Internal Controls, Microsoft Office, Essbase, Oracle Reports, PeopleSoft, AdminServer, Vantage, McCamish, QuickBooks, Financial Forecasting
Education
Boston College 1975 — 1979
BS, Accounting
Nova Southeastern University 2007 — 2010
MS, Taxation
Eveline Smith-Kavak's New England Financial Experience December 2011 - Present
Job Financial Representative at New England Financial
Industry Financial Services
Experience
New England Financial December 2011 - Present
Danske Bank January 2011 - July 2011
TD Wealth Management January 2010 - May 2010
Education
Harvard Business School 2003 — 2005
did not graduate, Finance
Estonian Business School 1993 — 1997
B.B.A, Finance
New England Financial December 2011 - Present
Danske Bank January 2011 - July 2011
TD Wealth Management January 2010 - May 2010
Education
Harvard Business School 2003 — 2005
did not graduate, Finance
Estonian Business School 1993 — 1997
B.B.A, Finance
John Skowron's New England Financial Experience July 2012 - August 2013
Job Financial Adviser at The Legend Group
Industry Financial Services
Experience
The Legend Group November 2013 - Present
New England Financial July 2012 - August 2013
Skills
Finance, Customer Service, Strategic Planning, Public Speaking, Team Building, Leadership, Financial Planning, Mutual Funds, Investments, Retirement Planning
Education
Medaille College 2005 — 2008
Business Administration, Management and Operations
Alfred University 1973 — 1976
Business Administration, Management and Operations
The Legend Group November 2013 - Present
New England Financial July 2012 - August 2013
Skills
Finance, Customer Service, Strategic Planning, Public Speaking, Team Building, Leadership, Financial Planning, Mutual Funds, Investments, Retirement Planning
Education
Medaille College 2005 — 2008
Business Administration, Management and Operations
Alfred University 1973 — 1976
Business Administration, Management and Operations
Mark Schaitel's New England Financial Experience March 1997 - March 1998
Job Real Estate Appraiser at MCS Appraisal
Industry Real Estate
Experience
MCS Appraisal January 2002 - Present
Inacom March 1998 - June 2002
New England Financial March 1997 - March 1998
New England Financial, A MetLife Company February 1995 - February 1997
Skills
Accounting and Finance, Technology Consulting, Cost Accounting, Accounting, Analysis, Negotiation, Business Analysis, Forecasting, Finance, Due Diligence, Business Planning, Appraisals
Education
Bentley College 1985 — 1989
Certificate of Accountancy, Accounting, 3.3
MCS Appraisal January 2002 - Present
Inacom March 1998 - June 2002
New England Financial March 1997 - March 1998
New England Financial, A MetLife Company February 1995 - February 1997
Skills
Accounting and Finance, Technology Consulting, Cost Accounting, Accounting, Analysis, Negotiation, Business Analysis, Forecasting, Finance, Due Diligence, Business Planning, Appraisals
Education
Bentley College 1985 — 1989
Certificate of Accountancy, Accounting, 3.3
Kelly Lenzmeier's New England Financial Experience September 1994 - July 1996
Job Analyst at Levi Strauss & Co.
Industry Apparel & Fashion
Experience
Levi Strauss & Co. August 2007 - Present
Grantham, Mayo, Van Otterloo & Co. LLC November 1999 - February 2004
BTM Capital Corporation March 1997 - November 1999
Open Environment Corporation July 1996 - March 1997
New England Financial September 1994 - July 1996
Smith Middle School September 1993 - March 1994
Education
Academy of Art University 2003 — 2006
Master of Fine Arts (MFA), Fashion Merchandising
Boston University 1998 — 2001
Master of Business Administration (M.B.A.), Investments and Securities
Boston College 1989 — 1993
Bachelor of Arts (BA), Mathematics
Levi Strauss & Co. August 2007 - Present
Grantham, Mayo, Van Otterloo & Co. LLC November 1999 - February 2004
BTM Capital Corporation March 1997 - November 1999
Open Environment Corporation July 1996 - March 1997
New England Financial September 1994 - July 1996
Smith Middle School September 1993 - March 1994
Education
Academy of Art University 2003 — 2006
Master of Fine Arts (MFA), Fashion Merchandising
Boston University 1998 — 2001
Master of Business Administration (M.B.A.), Investments and Securities
Boston College 1989 — 1993
Bachelor of Arts (BA), Mathematics
Cathy Cregg's New England Financial Experience 1987 - 2012
Job
Industry Executive Office
Experience
Financial Executives International November 2012 - Present
New England Financial 1987 - 2012
Skills
Outlook, Word, Excel,..., recording and..., heavy phone coverage, organized multi-tasker, event planning, Fundraising, Office Administration, Meeting Planning, Critical Thinking, Budgets, Organized Multi-tasker, QuickBooks, Event Management
Education
Centenary College 2007 — 2009
Bachelor of Science, Business Administration and Management, 3.96
Berkeley College 1985 — 1987
Associate degree, Business Administraton, 3.8 GPA
Financial Executives International November 2012 - Present
New England Financial 1987 - 2012
Skills
Outlook, Word, Excel,..., recording and..., heavy phone coverage, organized multi-tasker, event planning, Fundraising, Office Administration, Meeting Planning, Critical Thinking, Budgets, Organized Multi-tasker, QuickBooks, Event Management
Education
Centenary College 2007 — 2009
Bachelor of Science, Business Administration and Management, 3.96
Berkeley College 1985 — 1987
Associate degree, Business Administraton, 3.8 GPA
Lisa Boysen's New England Financial Experience June 2014 - July 2014
Job Inside Sales Representative at United Rentals Inc.
Industry Construction
Experience
United Rentals Inc. September 2014 - Present
Broker Dealer Financial Services Corp. July 2014 - September 2014
New England Financial June 2014 - July 2014
MassMutual Financial Group May 2012 - May 2014
Sherinian & Hasso Law Firm September 2011 - May 2012
Skills
Social Skills, Project Planning, Team Building, Team-oriented, Filing, Close Attention to..., Restaurants, Client Services, Administrative..., Social Media, Organization, Microsoft Office, Work Ethic, CRM, Business, Customer Service, Communication, Teamwork
Education
AIB College of Business 2013 — 2014
Bachelor of Science (BS), Business Administration
AIB College of Business 2011 — 2013
Associate in Applied Science, Business Administration - Sales and Marketing
United Rentals Inc. September 2014 - Present
Broker Dealer Financial Services Corp. July 2014 - September 2014
New England Financial June 2014 - July 2014
MassMutual Financial Group May 2012 - May 2014
Sherinian & Hasso Law Firm September 2011 - May 2012
Skills
Social Skills, Project Planning, Team Building, Team-oriented, Filing, Close Attention to..., Restaurants, Client Services, Administrative..., Social Media, Organization, Microsoft Office, Work Ethic, CRM, Business, Customer Service, Communication, Teamwork
Education
AIB College of Business 2013 — 2014
Bachelor of Science (BS), Business Administration
AIB College of Business 2011 — 2013
Associate in Applied Science, Business Administration - Sales and Marketing
Bonnie Connolly's New England Financial Experience October 1999 - April 2003
Job Customer Service Professional
Industry Consumer Services
Experience
Staples March 2008 - October 2012
Staples March 2005 - March 2008
New England Financial October 1999 - April 2003
UNUM Provident Corporation April 1994 - October 1999
Friendly Ice Cream Corporation August 1984 - April 1994
Skills
Proficient in all..., Problem Solving, Customer Service..., Cost Management, Salesforce.com, Sales Process, Customer Satisfaction, Insurance, Customer Service, Sales, Management
Education
Assumption College 1984 — 1985
Business Administration and Management
Staples March 2008 - October 2012
Staples March 2005 - March 2008
New England Financial October 1999 - April 2003
UNUM Provident Corporation April 1994 - October 1999
Friendly Ice Cream Corporation August 1984 - April 1994
Skills
Proficient in all..., Problem Solving, Customer Service..., Cost Management, Salesforce.com, Sales Process, Customer Satisfaction, Insurance, Customer Service, Sales, Management
Education
Assumption College 1984 — 1985
Business Administration and Management
Richard Palumbo's New England Financial Experience 1993 - 2004
Job Financial Advisor at Investors Capital Corp.
Industry Investment Management
Experience
Investors Capital Corp. 2004 - Present
New England Financial 1993 - 2004
Skills
Retirement Planning, Mutual Funds, Wealth Management, Investments, Investment Advisory, Retirement, Asset Allocation, Series 63, Securities, Strategic Financial..., Investment Strategies
Education
Bentley University
Massachusetts Institute of Technology - Sloan School of Management
Investors Capital Corp. 2004 - Present
New England Financial 1993 - 2004
Skills
Retirement Planning, Mutual Funds, Wealth Management, Investments, Investment Advisory, Retirement, Asset Allocation, Series 63, Securities, Strategic Financial..., Investment Strategies
Education
Bentley University
Massachusetts Institute of Technology - Sloan School of Management
James Soboleski's New England Financial Experience February 1999 - October 2001
Job Registered Representative at Equity Services, Inc.
Industry Financial Services
Experience
Equity Services, Inc. October 2001 - Present
New England Financial February 1999 - October 2001
Education
American International College 1989 — 1993
Bachelor of Science (B.S.), Education
Equity Services, Inc. October 2001 - Present
New England Financial February 1999 - October 2001
Education
American International College 1989 — 1993
Bachelor of Science (B.S.), Education
Meredith Hayes's New England Financial Experience January 2005 - November 2007
Job Business Teacher at Lee's Summit West High School
Industry Primary/Secondary Education
Experience
Lee's Summit West High School February 2014 - Present
Bank of the West April 2008 - Present
Brotherhood Bank and Trust November 2007 - April 2008
New England Financial January 2005 - November 2007
Skills
Personal Finance
Education
Avila University 2009 — 2010
Master of Arts (M.A.), Secondary Education and Teaching
Rockhurst University 1999 — 2003
Bachelor of Science (B.S.), Finance and Accounting
Lee's Summit West High School February 2014 - Present
Bank of the West April 2008 - Present
Brotherhood Bank and Trust November 2007 - April 2008
New England Financial January 2005 - November 2007
Skills
Personal Finance
Education
Avila University 2009 — 2010
Master of Arts (M.A.), Secondary Education and Teaching
Rockhurst University 1999 — 2003
Bachelor of Science (B.S.), Finance and Accounting
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO