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
Carrie C Cabell, JD, MBA Carrie C Cabell, JD, MBA's New England Financial Experience 1999 - 2003
Job Vice President, Advisor and Wholesaler Sales Training and Development at AIG
Industry Financial Services
Experience
AIG June 2015 - Present
AIG April 2013 - June 2015
C3 Consulting May 2012 - March 2013
New England Financial, A MetLife Company January 2011 - April 2012
The Guardian Life Insurance Company of America April 2009 - September 2010
Genworth Financial October 2006 - January 2009
MetLife 2003 - 2006
New England Financial 1999 - 2003
New England Financial, A MetLife Company 1998 - 1999
Skills
Leadership Development, Insurance, Retirement, Performance Management, Employee Training, Coaching, Public Speaking, Program Management
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA
Chicago-Kent College of Law, Illinois Institute of Technology 1994 — 1997
JD, International and Comparative Law
James Madison University 1990 — 1994
BA, International Relations and History
JEB Stuart HS
AIG June 2015 - Present
AIG April 2013 - June 2015
C3 Consulting May 2012 - March 2013
New England Financial, A MetLife Company January 2011 - April 2012
The Guardian Life Insurance Company of America April 2009 - September 2010
Genworth Financial October 2006 - January 2009
MetLife 2003 - 2006
New England Financial 1999 - 2003
New England Financial, A MetLife Company 1998 - 1999
Skills
Leadership Development, Insurance, Retirement, Performance Management, Employee Training, Coaching, Public Speaking, Program Management
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA
Chicago-Kent College of Law, Illinois Institute of Technology 1994 — 1997
JD, International and Comparative Law
James Madison University 1990 — 1994
BA, International Relations and History
JEB Stuart HS
Carmine (Simon) Smith Carmine (Simon) Smith's New England Financial Experience June 1992 - May 1994
Job Product Branding Professional
Industry Marketing and Advertising
Experience
Cox Media Group Digital & Strategy Team January 2013 - 2013
The Coca-Cola Company 2012 - 2012
Physician Immediate Med of Johns Creek January 2010 - June 2011
Detonate Media, LLC June 2000 - February 2002
jcpenney February 1999 - June 1999
Novell January 1998 - January 1999
New England Financial June 1992 - May 1994
Skills
Account Management, Advertising, Project Coordination, Customer Service, Brand Management, PeopleSoft, Business Strategy, Training, Project Management, Process Improvement, Market Research, Cross-functional Team..., Team Management, Non-profits, Social Media Marketing, Program Management, Parenting, Analysis, Healthcare Management, Team Building, Human Resources, Marketing, Health Insurance, Management, Community Outreach, Facilities Management, Family Therapy, Team Leadership, Strategy, Sales, Healthcare, Marketing Communications, Community Investment, Corporate Events, Corporate Real Estate, Donations, Financial Analysis, Budgets, Leadership, Charitable Gift Planning, Event Planning, Strategic Planning, Marketing Strategy, Microsoft Office, Requirements Management, Military Bases, Recruiting, Public Relations, Selling
Education
Brigham Young University 1995 — 1998
BA, Marketing Communications/Advertising; Media and Account Management
Brigham Young University 1995 — 1998
Minor, Business Administration, Management and Operations
Regis College 1994 — 1995
Business, Management, Marketing, and Related Support Services
Cox Media Group Digital & Strategy Team January 2013 - 2013
The Coca-Cola Company 2012 - 2012
Physician Immediate Med of Johns Creek January 2010 - June 2011
Detonate Media, LLC June 2000 - February 2002
jcpenney February 1999 - June 1999
Novell January 1998 - January 1999
New England Financial June 1992 - May 1994
Skills
Account Management, Advertising, Project Coordination, Customer Service, Brand Management, PeopleSoft, Business Strategy, Training, Project Management, Process Improvement, Market Research, Cross-functional Team..., Team Management, Non-profits, Social Media Marketing, Program Management, Parenting, Analysis, Healthcare Management, Team Building, Human Resources, Marketing, Health Insurance, Management, Community Outreach, Facilities Management, Family Therapy, Team Leadership, Strategy, Sales, Healthcare, Marketing Communications, Community Investment, Corporate Events, Corporate Real Estate, Donations, Financial Analysis, Budgets, Leadership, Charitable Gift Planning, Event Planning, Strategic Planning, Marketing Strategy, Microsoft Office, Requirements Management, Military Bases, Recruiting, Public Relations, Selling
Education
Brigham Young University 1995 — 1998
BA, Marketing Communications/Advertising; Media and Account Management
Brigham Young University 1995 — 1998
Minor, Business Administration, Management and Operations
Regis College 1994 — 1995
Business, Management, Marketing, and Related Support Services
Evett Cadogan Evett Cadogan's New England Financial Experience 2002 - 2004
Job
Industry Health, Wellness and Fitness
Experience
Eve's Therapy 2011 - Present
New England Financial 2002 - 2004
Cingular 1990 - 2002
Skills
Therapeutic Massage, Reflexology, Wellness, Trigger Point Therapy, Aromatherapy, Myofascial Release, Networking, Neuromuscular Therapy, Micro current Point..., Bodywork, Reiki
Education
Everest University-South Orlando 2008 — 2009
Diploma, Massage Therapy/Therapeutic Massage
Broward Community College
AA, Business Administration and Management, General
Eve's Therapy 2011 - Present
New England Financial 2002 - 2004
Cingular 1990 - 2002
Skills
Therapeutic Massage, Reflexology, Wellness, Trigger Point Therapy, Aromatherapy, Myofascial Release, Networking, Neuromuscular Therapy, Micro current Point..., Bodywork, Reiki
Education
Everest University-South Orlando 2008 — 2009
Diploma, Massage Therapy/Therapeutic Massage
Broward Community College
AA, Business Administration and Management, General
Angela Seymour's New England Financial Experience March 2000 - April 2003
Job Exemplary Presenter with Younique
Industry Cosmetics
Experience
Younique by Gela April 2014 - Present
General Dynamics OTS April 2012 - Present
Self Employed September 2008 - Present
Gela Wellness July 2011 - March 2014
General Dynamics Armament and Technical Products August 2010 - April 2012
General Dynamics ATP February 2008 - August 2010
Fiori Bridal June 2006 - February 2008
MetLife September 2003 - June 2006
New England Financial March 2000 - April 2003
Chittenden Family Court September 1997 - May 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Customer Service, PowerPoint, Visio, Lotus Notes, Proposal Writing, Data Entry, Oracle, RSA Tokens, Blackberry Enterprise..., Blackberry, Mobile Devices, Mobile Applications, iPhone Support, Requisitions, LANDesk, Blogging, Crystal Reports, Inventory Management, Sales Order Processing, Retail, Property Management
Education
Champlain College 2013 — 2013
Working towards Bachelor Degree of Science, Computer Information Systems
Champlain College 1996 — 1998
Associates in Science, Social Services
Younique by Gela April 2014 - Present
General Dynamics OTS April 2012 - Present
Self Employed September 2008 - Present
Gela Wellness July 2011 - March 2014
General Dynamics Armament and Technical Products August 2010 - April 2012
General Dynamics ATP February 2008 - August 2010
Fiori Bridal June 2006 - February 2008
MetLife September 2003 - June 2006
New England Financial March 2000 - April 2003
Chittenden Family Court September 1997 - May 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Customer Service, PowerPoint, Visio, Lotus Notes, Proposal Writing, Data Entry, Oracle, RSA Tokens, Blackberry Enterprise..., Blackberry, Mobile Devices, Mobile Applications, iPhone Support, Requisitions, LANDesk, Blogging, Crystal Reports, Inventory Management, Sales Order Processing, Retail, Property Management
Education
Champlain College 2013 — 2013
Working towards Bachelor Degree of Science, Computer Information Systems
Champlain College 1996 — 1998
Associates in Science, Social Services
Maria Minchello's New England Financial Experience 1992 - 1998
Job Accounts Receivable/Bookkeeper (PT) at Gann Academy
Industry Primary/Secondary Education
Experience
Gann Academy March 2015 - Present
Hewlett-Packard June 2014 - November 2014
MetLife 2004 - 2012
MetLife 2001 - 2004
New England Financial (MetLife affiliate) 1998 - 2001
New England Financial 1992 - 1998
Skills
Management, Monthly Close Process, Financial Analysis, Financial Reporting, Financial Accounting, Trial balance..., Account Reconciliation, Analytics, Accounts Payable, Accounts Receivable, Microsoft Excel, Microsoft Word, Policy Analysis, Reinsurance, Internal Audit, Intercompany Accounts, workflow and process..., PeopleSoft, People-oriented, People Skills, Cognos, Khalix, ERDR, Research, Internal Controls, Bank Reconciliation, General Ledger, Income Statement, Balance Sheet, Liability Analysis, Asset, Billing Process, Aging Reports, Claims Management, Insurance, contract compliance, Lotus Notes, Outlook, FARO Reporting, SAP Familiarity, Financial Statements, US GAAP reporting, Expense Reports, Budgets, Team Building, Team-oriented, Achieving Results, Statutory Accounting, Administrative..., SOX Compliancy
Education
Boston University
Bachelor's degree, Business Administration, Management and Operations
Gann Academy March 2015 - Present
Hewlett-Packard June 2014 - November 2014
MetLife 2004 - 2012
MetLife 2001 - 2004
New England Financial (MetLife affiliate) 1998 - 2001
New England Financial 1992 - 1998
Skills
Management, Monthly Close Process, Financial Analysis, Financial Reporting, Financial Accounting, Trial balance..., Account Reconciliation, Analytics, Accounts Payable, Accounts Receivable, Microsoft Excel, Microsoft Word, Policy Analysis, Reinsurance, Internal Audit, Intercompany Accounts, workflow and process..., PeopleSoft, People-oriented, People Skills, Cognos, Khalix, ERDR, Research, Internal Controls, Bank Reconciliation, General Ledger, Income Statement, Balance Sheet, Liability Analysis, Asset, Billing Process, Aging Reports, Claims Management, Insurance, contract compliance, Lotus Notes, Outlook, FARO Reporting, SAP Familiarity, Financial Statements, US GAAP reporting, Expense Reports, Budgets, Team Building, Team-oriented, Achieving Results, Statutory Accounting, Administrative..., SOX Compliancy
Education
Boston University
Bachelor's degree, Business Administration, Management and Operations
Judy Pugh Judy Pugh's New England Financial Experience January 1997 - October 2000
Job Insurance Professional
Industry Insurance
Experience
PLS Financial Services December 2013 - August 2014
Tufts Health Plan May 2013 - August 2013
LifePlans, Inc. February 2013 - April 2013
MetLife 2000 - 2011
New England Financial January 1997 - October 2000
Skills
Management, Life Insurance, Leadership
Education
Cambridge College 2007 — 2009
Master's degree, Management - Leadership in Human & Organizational Dynamics, 4.0
Newbury College 2000 — 2004
Bachelor's degree, Business Administration and Management, General
PLS Financial Services December 2013 - August 2014
Tufts Health Plan May 2013 - August 2013
LifePlans, Inc. February 2013 - April 2013
MetLife 2000 - 2011
New England Financial January 1997 - October 2000
Skills
Management, Life Insurance, Leadership
Education
Cambridge College 2007 — 2009
Master's degree, Management - Leadership in Human & Organizational Dynamics, 4.0
Newbury College 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Ashley Cuthbertson, PHR Ashley Cuthbertson, PHR's New England Financial Experience August 2007 - September 2008
Job Strategic and Innovative HR Professional
Industry Medical Devices
Experience
Greatbatch Medical March 2014 - Present
Buffalo Niagara Human Resource Association (BNHRA) July 2013 - Present
New York State SHRM Council January 2013 - Present
Greatbatch March 2015 - Present
Ingram Micro September 2008 - March 2014
BNHRA July 2011 - July 2013
Ingram Micro September 2008 - February 2012
New England Financial August 2007 - September 2008
AccuMED Technologies, Inc. March 2007 - May 2007
Skills
Employee Relations, Human Resources, Change Management, Workforce Planning, Succession Planning, Performance Management, New Hire Orientations, Talent Management, Talent Acquisition, Employee Engagement, HRIS, Compliance, Total Rewards Strategies, Diversity Program..., Interviews, Policy, Organizational..., Management, College Recruiting, Strategic Planning, Personnel Management, Onboarding, Applicant Tracking..., Recruiting, Coaching, HR Policies, Leadership
Education
Canisius College 2004 — 2008
Bachelors, Management and HR
Greatbatch Medical March 2014 - Present
Buffalo Niagara Human Resource Association (BNHRA) July 2013 - Present
New York State SHRM Council January 2013 - Present
Greatbatch March 2015 - Present
Ingram Micro September 2008 - March 2014
BNHRA July 2011 - July 2013
Ingram Micro September 2008 - February 2012
New England Financial August 2007 - September 2008
AccuMED Technologies, Inc. March 2007 - May 2007
Skills
Employee Relations, Human Resources, Change Management, Workforce Planning, Succession Planning, Performance Management, New Hire Orientations, Talent Management, Talent Acquisition, Employee Engagement, HRIS, Compliance, Total Rewards Strategies, Diversity Program..., Interviews, Policy, Organizational..., Management, College Recruiting, Strategic Planning, Personnel Management, Onboarding, Applicant Tracking..., Recruiting, Coaching, HR Policies, Leadership
Education
Canisius College 2004 — 2008
Bachelors, Management and HR
Ken Lynch Ken Lynch's New England Financial Experience 1994 - 1999
Job Principal Solutions Engineer at SAP
Industry Computer Software
Experience
SAP August 2014 - Present
SAP September 2012 - August 2014
SAP January 2012 - September 2012
SAP 2005 - December 2011
Mayo Clinic 2005 - 2006
BearingPoint February 2004 - July 2005
Lucent Technologies October 1999 - November 2001
Edison Mission Marketing and Trading August 1998 - October 1999
New England Financial 1994 - 1999
Skills
HANA, Data Services, Data Warehousing, Data Warehouse..., Data Integration, ETL, Informatica, Business Objects, Dashboard, Master Data Management, Data Modeling, Business Intelligence..., Data Quality, Web Intelligence, OLAP, Business Intelligence, Data Governance, Dimensional Modeling, Data Migration, Big Data, Data Marts, SAP BI, SAP BW, Enterprise Software, Requirements Analysis, Enterprise Architecture, Consulting, Solution Architecture
Education
Clark University 1996 — 1997
Certificate, Client Server Architecture
University of Massachusetts at Lowell 1987 — 1994
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General
Malden Catholic High School 1986 — 1986
HS. Diploma, College Prep
SAP August 2014 - Present
SAP September 2012 - August 2014
SAP January 2012 - September 2012
SAP 2005 - December 2011
Mayo Clinic 2005 - 2006
BearingPoint February 2004 - July 2005
Lucent Technologies October 1999 - November 2001
Edison Mission Marketing and Trading August 1998 - October 1999
New England Financial 1994 - 1999
Skills
HANA, Data Services, Data Warehousing, Data Warehouse..., Data Integration, ETL, Informatica, Business Objects, Dashboard, Master Data Management, Data Modeling, Business Intelligence..., Data Quality, Web Intelligence, OLAP, Business Intelligence, Data Governance, Dimensional Modeling, Data Migration, Big Data, Data Marts, SAP BI, SAP BW, Enterprise Software, Requirements Analysis, Enterprise Architecture, Consulting, Solution Architecture
Education
Clark University 1996 — 1997
Certificate, Client Server Architecture
University of Massachusetts at Lowell 1987 — 1994
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General
Malden Catholic High School 1986 — 1986
HS. Diploma, College Prep
Tony Leonardo Tony Leonardo's New England Financial Experience 1983 - 2003
Job Vice President at Baystate Financial
Industry Financial Services
Experience
Baystate Financial 2007 - Present
Capital Analysts of NE 2003 - 2006
New England Financial 1983 - 2003
Skills
Mutual Funds, Investments, Alternative Investment..., Direct Participation..., Coaching, Advisory Services
Education
Bowdoin College 1970 — 1974
Bachelor's degree, Classics and Classical Languages, Literatures, and Linguistics
Framingham South HS
Baystate Financial 2007 - Present
Capital Analysts of NE 2003 - 2006
New England Financial 1983 - 2003
Skills
Mutual Funds, Investments, Alternative Investment..., Direct Participation..., Coaching, Advisory Services
Education
Bowdoin College 1970 — 1974
Bachelor's degree, Classics and Classical Languages, Literatures, and Linguistics
Framingham South HS
Jessica Garris's New England Financial Experience March 2008 - August 2009
Job Sage Financial Partners/Principal Financial Group
Industry Insurance
Experience
RE/MAX Executive Realty March 2015 - Present
Mary Kay February 2015 - Present
MetLife August 2009 - October 2012
New England Financial March 2008 - August 2009
Skills
Microsoft Office, Training, Marketing, PowerPoint, Outlook, Marketing Communications, Employee Benefits, Leadership, SmartOffice, Microsoft Excel, Hands-on Training, Corporate Communications, Spreadsheets, Marketing Strategy, Management, Insurance, Access, Lotus Notes, Albridge, eFP, Office Management, Disability Insurance, Coordinating Events, Fixed Annuities, Life Insurance, Term Life Insurance, Benefits Administration, Email Marketing, CRM, New Business Development, Employee Training, Account Management, 401k, Lead Generation, Retirement, Health Insurance, Series 6, Long-term Care
Education
Central Piedmont Community College 2002 — 2006
Associate's degree, Business Administration with a Specialization in Business Management
South Mecklenburg High School 1998 — 2002
RE/MAX Executive Realty March 2015 - Present
Mary Kay February 2015 - Present
MetLife August 2009 - October 2012
New England Financial March 2008 - August 2009
Skills
Microsoft Office, Training, Marketing, PowerPoint, Outlook, Marketing Communications, Employee Benefits, Leadership, SmartOffice, Microsoft Excel, Hands-on Training, Corporate Communications, Spreadsheets, Marketing Strategy, Management, Insurance, Access, Lotus Notes, Albridge, eFP, Office Management, Disability Insurance, Coordinating Events, Fixed Annuities, Life Insurance, Term Life Insurance, Benefits Administration, Email Marketing, CRM, New Business Development, Employee Training, Account Management, 401k, Lead Generation, Retirement, Health Insurance, Series 6, Long-term Care
Education
Central Piedmont Community College 2002 — 2006
Associate's degree, Business Administration with a Specialization in Business Management
South Mecklenburg High School 1998 — 2002
Chris Benfer Chris Benfer's New England Financial Experience June 1994 - January 2004
Job Blue Rock Financial Group
Industry Financial Services
Experience
Blue Rock Financial Group October 2012 - Present
Legacy Planning Partners March 2004 - October 2012
New England Financial June 1994 - January 2004
Education
Bucknell University 1984 — 1989
BA, Economics
Wilmington Friends School
Blue Rock Financial Group October 2012 - Present
Legacy Planning Partners March 2004 - October 2012
New England Financial June 1994 - January 2004
Education
Bucknell University 1984 — 1989
BA, Economics
Wilmington Friends School
Meiqiao Wang Meiqiao Wang's New England Financial Experience September 2011 - December 2011
Job Retail Sales Consultant at AT&T
Industry Financial Services
Experience
AT&T August 2015 - Present
Farmers Insurance Stanley Chu Agency October 2013 - March 2015
Pacific Trust Logistics January 2013 - October 2013
New England Financial September 2011 - December 2011
Skills
Microsoft Office, Accounting, Excel, Analysis, Microsoft Excel, P&C License, Property & Casualty...
Education
California State University-Northridge 2009 — 2012
Bachelor, Finance Major, Management Minor
AT&T August 2015 - Present
Farmers Insurance Stanley Chu Agency October 2013 - March 2015
Pacific Trust Logistics January 2013 - October 2013
New England Financial September 2011 - December 2011
Skills
Microsoft Office, Accounting, Excel, Analysis, Microsoft Excel, P&C License, Property & Casualty...
Education
California State University-Northridge 2009 — 2012
Bachelor, Finance Major, Management Minor
Arthur Bertikyan Arthur Bertikyan's New England Financial Experience May 2005 - July 2009
Job Investment Associate at KW Commercial
Industry Real Estate
Experience
KW Commercial November 2012 - Present
Marcus & Millichap July 2011 - November 2012
FUTURITY FIRST Insurance Group July 2009 - August 2011
New England Financial May 2005 - July 2009
Skills
Real Estate, Real Estate Transactions, Short Sales, First Time Home Buyers, Investment Properties, Listings, Investments, Foreclosures, Investors, REO, Sellers, Buyer Representation, Property, Condos
Education
California State University-Los Angeles 2003 — 2004
B.S., Business Administration -- Finance
KW Commercial November 2012 - Present
Marcus & Millichap July 2011 - November 2012
FUTURITY FIRST Insurance Group July 2009 - August 2011
New England Financial May 2005 - July 2009
Skills
Real Estate, Real Estate Transactions, Short Sales, First Time Home Buyers, Investment Properties, Listings, Investments, Foreclosures, Investors, REO, Sellers, Buyer Representation, Property, Condos
Education
California State University-Los Angeles 2003 — 2004
B.S., Business Administration -- Finance
Neal Letteney Neal Letteney's New England Financial Experience January 2011 - January 2012
Job Senior Pastor at New Day Church
Industry Religious Institutions
Experience
Performing Musician August 2015 - Present
New Day Church May 2011 - Present
Voiceover & On Screen Talent January 1988 - Present
New England Financial January 2011 - January 2012
MetLife January 1991 - February 2011
Skills
Public Speaking, Strategic Planning, Strategic Financial..., Retirement Planning, Insurance, Investments, Preaching, Teaching, Pastoral Counseling, Coaching, Customer Service, Management, Team Leadership, Small Business, Financial Planning, Nonprofits, Leadership Development, Leadership
Education
Concordia Theological Seminary
Master of Divinity, Theological and Ministerial Studies
Butler University
Business Administration, Performing Arts
Martinsville High School 1977 — 1979
Diploma
Whitefish Bay High School 1975 — 1977
Performing Musician August 2015 - Present
New Day Church May 2011 - Present
Voiceover & On Screen Talent January 1988 - Present
New England Financial January 2011 - January 2012
MetLife January 1991 - February 2011
Skills
Public Speaking, Strategic Planning, Strategic Financial..., Retirement Planning, Insurance, Investments, Preaching, Teaching, Pastoral Counseling, Coaching, Customer Service, Management, Team Leadership, Small Business, Financial Planning, Nonprofits, Leadership Development, Leadership
Education
Concordia Theological Seminary
Master of Divinity, Theological and Ministerial Studies
Butler University
Business Administration, Performing Arts
Martinsville High School 1977 — 1979
Diploma
Whitefish Bay High School 1975 — 1977
Jessica Sheridan's New England Financial Experience January 2010 - August 2012
Job Business Procedures Consultant at MetLife
Industry Insurance
Experience
Dixon Hughes Goodman LLP July 2015 - Present
MetLife September 2014 - June 2015
MetLife August 2013 - September 2014
UNC Charlotte August 2012 - July 2013
New England Financial January 2010 - August 2012
Contractor Business Services, LLC January 2008 - December 2009
Skills
Accounting, Financial Reporting, Account Reconciliation, Internal Controls, Finance, Tax, Financial Analysis, Internal Audit
Education
University of North Carolina at Charlotte 2013 — 2015
Masters of Accountancy, Financial Accounting
UNC Charlotte 2011 — 2013
Bachelor of Science (B.S.), Accounting
Central Piedmont Community College 2009 — 2011
Associate of Arts (A.A.), General Studies
Dixon Hughes Goodman LLP July 2015 - Present
MetLife September 2014 - June 2015
MetLife August 2013 - September 2014
UNC Charlotte August 2012 - July 2013
New England Financial January 2010 - August 2012
Contractor Business Services, LLC January 2008 - December 2009
Skills
Accounting, Financial Reporting, Account Reconciliation, Internal Controls, Finance, Tax, Financial Analysis, Internal Audit
Education
University of North Carolina at Charlotte 2013 — 2015
Masters of Accountancy, Financial Accounting
UNC Charlotte 2011 — 2013
Bachelor of Science (B.S.), Accounting
Central Piedmont Community College 2009 — 2011
Associate of Arts (A.A.), General Studies
John Breedlove, CLU John Breedlove, CLU's New England Financial Experience 1998 - 2003
Job Managing Partner at The Moody Street Group, LLC
Industry Financial Services
Experience
The companies of OneAmerica 2011 - Present
The Moody Street Group, LLC 2011 - Present
128 Alliance Financial, An Office of MetLife 2006 - 2010
Baystate Financial Services 2003 - 2006
New England Financial 1998 - 2003
Prudential Preferred Financial 1980 - 1997
Education
Colby College 1972 — 1978
BA, History
Phillips Exeter Academy 1971 — 1972
Boys Town 1967 — 1971
HS, College Prep
The companies of OneAmerica 2011 - Present
The Moody Street Group, LLC 2011 - Present
128 Alliance Financial, An Office of MetLife 2006 - 2010
Baystate Financial Services 2003 - 2006
New England Financial 1998 - 2003
Prudential Preferred Financial 1980 - 1997
Education
Colby College 1972 — 1978
BA, History
Phillips Exeter Academy 1971 — 1972
Boys Town 1967 — 1971
HS, College Prep
Brian Lowry's New England Financial Experience June 2011 - November 2013
Job Business Advisory Services Summer Associate at Grant Thornton LLP
Industry Financial Services
Experience
Prudential Financial November 2013 - August 2014
New England Financial June 2011 - November 2013
U.S. Army Reserve January 2010 - February 2012
United States Army December 2005 - December 2009
UHS May 2005 - December 2005
Midwest Disability August 2003 - September 2005
Skills
Finance, Marketing Strategy, Customer Service, Team Building, Long Term Care Insurance, Sales, Training, Emergency Medical Care, Military, Security Clearance, Life and Health..., Retirement Planning, Analysis, Financial Analysis, Leadership, Management, Microsoft Excel, Microsoft Office, Strategy, Business Strategy, Project Management, Marketing
Education
Boston University Questrom School of Business 2014 — 2016
MS-MBA, Business Administration (MBA) and Information Systems (MS)
Metropolitan State University 2010 — 2011
Bachelors, Business Administration
North Hennepin Community College 2004 — 2005
Associates, Liberal Arts
Prudential Financial November 2013 - August 2014
New England Financial June 2011 - November 2013
U.S. Army Reserve January 2010 - February 2012
United States Army December 2005 - December 2009
UHS May 2005 - December 2005
Midwest Disability August 2003 - September 2005
Skills
Finance, Marketing Strategy, Customer Service, Team Building, Long Term Care Insurance, Sales, Training, Emergency Medical Care, Military, Security Clearance, Life and Health..., Retirement Planning, Analysis, Financial Analysis, Leadership, Management, Microsoft Excel, Microsoft Office, Strategy, Business Strategy, Project Management, Marketing
Education
Boston University Questrom School of Business 2014 — 2016
MS-MBA, Business Administration (MBA) and Information Systems (MS)
Metropolitan State University 2010 — 2011
Bachelors, Business Administration
North Hennepin Community College 2004 — 2005
Associates, Liberal Arts
Ronnie Botros's New England Financial Experience 2009 - 2011
Job Princor Registered Representative | Senior Financial Representative | The Principal Financial Group®
Industry Financial Services
Experience
Principal Financial Group 2011 - Present
New England Financial 2009 - 2011
Beach First National Bank 2005 - 2009
Skills
Project Management, Client Relationship..., Investments, Estate Planning, Cash Flow, IRA's, Roth IRA, Annuities, Life Insurance Analysis, Disability Insurance, Trust, Profit Sharing, Budget Analysis, SEP, Wills, Living Wil, Buy-sell Agreements, Retirement Planning, Financial Planning, Strategic Planning, Portfolio Management, Asset Management, Wealth Management, Insurance, Long Term Care, Employee Benefits, Business Planning, Series 6, Series 63, Mortgage Lending, Customer Relations, Small Business, New Business Development, Sales Management, Compliance, Mutual Funds, Banking, 401k, 401k Rollovers, Team Building, Non-profits, Creative Problem Solving, Problem Solving, Asset Allocation, Tactical Asset..., Microsoft Office, Charitable Giving, Education Savings, Negotiation, Financial Advisory
Education
Campbell University 2005 — 2007
Master of Business Administration, Finance
East Carolina University 2001 — 2004
Bachelors of Arts, Political Science & Business Administration
Principal Financial Group 2011 - Present
New England Financial 2009 - 2011
Beach First National Bank 2005 - 2009
Skills
Project Management, Client Relationship..., Investments, Estate Planning, Cash Flow, IRA's, Roth IRA, Annuities, Life Insurance Analysis, Disability Insurance, Trust, Profit Sharing, Budget Analysis, SEP, Wills, Living Wil, Buy-sell Agreements, Retirement Planning, Financial Planning, Strategic Planning, Portfolio Management, Asset Management, Wealth Management, Insurance, Long Term Care, Employee Benefits, Business Planning, Series 6, Series 63, Mortgage Lending, Customer Relations, Small Business, New Business Development, Sales Management, Compliance, Mutual Funds, Banking, 401k, 401k Rollovers, Team Building, Non-profits, Creative Problem Solving, Problem Solving, Asset Allocation, Tactical Asset..., Microsoft Office, Charitable Giving, Education Savings, Negotiation, Financial Advisory
Education
Campbell University 2005 — 2007
Master of Business Administration, Finance
East Carolina University 2001 — 2004
Bachelors of Arts, Political Science & Business Administration
Branden Findeisen's New England Financial Experience February 2008 - March 2009
Job Vice President at Findeisen Wealth Management Group, LLC
Industry Financial Services
Experience
Findeisen Wealth Management Group, LLC July 2007 - Present
New England Financial February 2008 - March 2009
Drick Enterprsises, LLC dba University Painters February 2006 - January 2007
Skills
Mutual Funds, Capital Markets, Bloomberg, Insurance, Credit Analysis, Due Diligence, Corporate Finance, Securities, Wealth Management, Financial Reporting, Strategic Financial..., Strategy
Education
Boston University 2003 — 2007
BS, Business Administration and Management, Finance
Findeisen Wealth Management Group, LLC July 2007 - Present
New England Financial February 2008 - March 2009
Drick Enterprsises, LLC dba University Painters February 2006 - January 2007
Skills
Mutual Funds, Capital Markets, Bloomberg, Insurance, Credit Analysis, Due Diligence, Corporate Finance, Securities, Wealth Management, Financial Reporting, Strategic Financial..., Strategy
Education
Boston University 2003 — 2007
BS, Business Administration and Management, Finance
Peter Rodis, ChFC's New England Financial Experience November 1998 - January 2002
Job Investment Advisor Representative at, The Moody Street Group, LLC
Industry Financial Services
Experience
The Moody Street Group, LLC June 2011 - Present
OneAmerica Securites June 2011 - Present
Babson Park Insurance Brokerage December 2002 - July 2011
New England Financial November 1998 - January 2002
Education
Brandeis University 1972 — 1976
B.A., Political Science
Phillips Exeter Academy 1970 — 1972
Diploma
The Moody Street Group, LLC June 2011 - Present
OneAmerica Securites June 2011 - Present
Babson Park Insurance Brokerage December 2002 - July 2011
New England Financial November 1998 - January 2002
Education
Brandeis University 1972 — 1976
B.A., Political Science
Phillips Exeter Academy 1970 — 1972
Diploma
Cinda Lou Gerhauser Cinda Lou Gerhauser's New England Financial Experience Financial AdvisorNew England Financial- MetlifeFebruary 2010 - Present
Job Special Needs Planner
Industry Financial Services
Experience
New England Financial Financial AdvisorNew England Financial- MetlifeFebruary 2010 - Present
Metlife March 2005 - March 2008
Education
American College 2009 — 2012
LUTCF, Financial Planning and Services, Passed
Phoenix Securities School 2007 — 2007
Financial, Stock Broker
Central Michigan University 1999 — 2001
Bachelor's degree, Business Administration and Management, General, B
New England Financial Financial AdvisorNew England Financial- MetlifeFebruary 2010 - Present
Metlife March 2005 - March 2008
Education
American College 2009 — 2012
LUTCF, Financial Planning and Services, Passed
Phoenix Securities School 2007 — 2007
Financial, Stock Broker
Central Michigan University 1999 — 2001
Bachelor's degree, Business Administration and Management, General, B
George Bidjov, CFP®'s New England Financial Experience 2005 - December 2014
Job Financial Services Representative, Financial Advisor at MetLife Premier Client Group of Upstate New York
Industry Financial Services
Experience
MetLife Premier Client Group of Upstate New York, an office of MetLife January 2015 - Present
Inspired Wealth, LLC January 2015 - Present
New England Financial 2005 - December 2014
Education
Canisius College 2001 — 2005
BS, Finance
MetLife Premier Client Group of Upstate New York, an office of MetLife January 2015 - Present
Inspired Wealth, LLC January 2015 - Present
New England Financial 2005 - December 2014
Education
Canisius College 2001 — 2005
BS, Finance
Fernando Corcuchia's New England Financial Experience 2008 - 2009
Job Insurance and Financial Professional at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company November 2010 - Present
New England Financial 2008 - 2009
Farmers Insurance Group 2004 - 2008
State Farm Insurance 2001 - 2004
AT&T Wireless 1996 - 2001
Skills
Pensions, Fixed Annuities, Term Life Insurance, Disability Insurance, Life Insurance, Whole Life, Retirement Planning, Universal Life, Long Term Care Insurance, Key Person Insurance, Series 6, Series 63, 401k Rollovers, 529 Plans, Insurance, Retirement, Securities
Education
City College of San Francisco 1994 — 1998
New York Life Insurance Company November 2010 - Present
New England Financial 2008 - 2009
Farmers Insurance Group 2004 - 2008
State Farm Insurance 2001 - 2004
AT&T Wireless 1996 - 2001
Skills
Pensions, Fixed Annuities, Term Life Insurance, Disability Insurance, Life Insurance, Whole Life, Retirement Planning, Universal Life, Long Term Care Insurance, Key Person Insurance, Series 6, Series 63, 401k Rollovers, 529 Plans, Insurance, Retirement, Securities
Education
City College of San Francisco 1994 — 1998
Lynette L Maney's New England Financial Experience January 1993 - December 2001
Job Business Analyst at Texas Education Agency
Industry Information Technology and Services
Experience
Texas Education Agency December 2009 - Present
MetLife April 2008 - January 2009
MetLife January 2007 - March 2008
MetLife January 2002 - December 2006
New England Financial January 1993 - December 2001
New England Financial September 1986 - December 1992
Skills
SQL, DB2, Sybase, Oracle, Websphere Business..., Enterprise Architect, Blueworks Live, Optimal Trace, Caliber, ILOG Rule Studio, Visio, Access, Documentation, Fireworks, Adobe LiveCycle Designer, Liquid Office, MS Office tools, Tracker, Quality Center, SDLC, Windows, Mac OS, COBOL, Easytrieve, Offices, Software Documentation, Leadership, Requirements Analysis, Cross-functional Team..., Software Project..., Business Requirements, Process Improvement, Project Management, Systems Analysis, Scrum, Enterprise Architecture, Quality Assurance, Integration, Requirements Gathering, Websphere, SharePoint, Testing, HTML, Adobe Fireworks, Analysis, Microsoft Office, MS Project, Business Analysis, Databases, Microsoft SQL Server
Education
Boston University 1993 — 1993
Computer Programming
Gordon College 1983 — 1986
Math, Secondary Education
Texas Education Agency December 2009 - Present
MetLife April 2008 - January 2009
MetLife January 2007 - March 2008
MetLife January 2002 - December 2006
New England Financial January 1993 - December 2001
New England Financial September 1986 - December 1992
Skills
SQL, DB2, Sybase, Oracle, Websphere Business..., Enterprise Architect, Blueworks Live, Optimal Trace, Caliber, ILOG Rule Studio, Visio, Access, Documentation, Fireworks, Adobe LiveCycle Designer, Liquid Office, MS Office tools, Tracker, Quality Center, SDLC, Windows, Mac OS, COBOL, Easytrieve, Offices, Software Documentation, Leadership, Requirements Analysis, Cross-functional Team..., Software Project..., Business Requirements, Process Improvement, Project Management, Systems Analysis, Scrum, Enterprise Architecture, Quality Assurance, Integration, Requirements Gathering, Websphere, SharePoint, Testing, HTML, Adobe Fireworks, Analysis, Microsoft Office, MS Project, Business Analysis, Databases, Microsoft SQL Server
Education
Boston University 1993 — 1993
Computer Programming
Gordon College 1983 — 1986
Math, Secondary Education
Erin McInerney Erin McInerney's New England Financial Experience September 2011 - August 2013
Job Administrative Assistant at Crown Capital Securities, L.P.
Industry Financial Services
Experience
Crown Capital Securities, L.P. June 2014 - Present
Sanford Rose Associates - Toft Group September 2013 - June 2014
New England Financial September 2011 - August 2013
Westrock Advisors December 2008 - April 2010
Disney ABC Television Group September 2008 - December 2008
Neighborhood Improvement Association 2005 - 2008
Bay Ridge Nissan May 2006 - November 2007
Skills
Customer Service, Microsoft Office, FBSI, Encore, Streetscape, Netx360, Actimize, Lotus Notes, Outlook, Customer Retention, Hiring Employees, Thomson Reuters, One Note, Script Editing, Resume Writing, Editing..., Receptionist Duties, Broker's Ally, Interviews, Public Speaking, Presentations, Database Management, Client Satisfaction, Financial Services, FINRA, Customer Satisfaction, Sales, Hiring, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Management, Event Planning
Education
St. Francis College 2006 — 2008
Bachelor of Arts (BA), English Language and Literature, General
City University of New York-Brooklyn College 2003 — 2005
Crown Capital Securities, L.P. June 2014 - Present
Sanford Rose Associates - Toft Group September 2013 - June 2014
New England Financial September 2011 - August 2013
Westrock Advisors December 2008 - April 2010
Disney ABC Television Group September 2008 - December 2008
Neighborhood Improvement Association 2005 - 2008
Bay Ridge Nissan May 2006 - November 2007
Skills
Customer Service, Microsoft Office, FBSI, Encore, Streetscape, Netx360, Actimize, Lotus Notes, Outlook, Customer Retention, Hiring Employees, Thomson Reuters, One Note, Script Editing, Resume Writing, Editing..., Receptionist Duties, Broker's Ally, Interviews, Public Speaking, Presentations, Database Management, Client Satisfaction, Financial Services, FINRA, Customer Satisfaction, Sales, Hiring, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Management, Event Planning
Education
St. Francis College 2006 — 2008
Bachelor of Arts (BA), English Language and Literature, General
City University of New York-Brooklyn College 2003 — 2005
Craig Hawkins, CPA Craig Hawkins, CPA's New England Financial Experience January 2006 - December 2007
Job Owner / CPA at Tampa Tax Coach
Industry Accounting
Experience
Tampa Tax Coach January 2010 - Present
Craig Hawkins, CPA January 2008 - December 2010
NEW ENGLAND FINANCIAL January 2006 - December 2007
C&L Value Advisors, LLC July 2001 - December 2005
STROMBER & STROMBER December 1999 - May 2001
CRAIGHAWKINS, CPA July 1993 - December 1999
OCEAN STAR SEAFOODS 1988 - 1993
OLSEN, ZAREMBA & CO., P.S. 1985 - 1988
FEELY, CHEEVER, & O'CONNOR C.P.A. 1984 - 1985
MARATHON OIL COMPANY 1981 - 1983
Skills
Microsoft Office, Word, Excel, Payroll, Invoicing, Billing, Policy, Customer Relations, Administrative Support, PowerPoint, Contract Negotiation, Problem Solving, Budgeting, Supervisory Skills, Data Entry, Compliance, Inventory Management, Customer Service, Hiring, Outlook, Loans, Payments, Timely, Budgets, Microsoft Excel, Microsoft Word, Income Tax, Accounts Receivable, Administrative..., Auditing, Financial Statements, Financial Accounting, Accounting, Tax
Education
Brigham Young University 1978 — 1981
Columbia Basin College
Associate of Arts Degree, General Studies
The American Institute of Certified Tax Coaches
Certified Tax Coach, Proactive Tax Planning
Tampa Tax Coach January 2010 - Present
Craig Hawkins, CPA January 2008 - December 2010
NEW ENGLAND FINANCIAL January 2006 - December 2007
C&L Value Advisors, LLC July 2001 - December 2005
STROMBER & STROMBER December 1999 - May 2001
CRAIGHAWKINS, CPA July 1993 - December 1999
OCEAN STAR SEAFOODS 1988 - 1993
OLSEN, ZAREMBA & CO., P.S. 1985 - 1988
FEELY, CHEEVER, & O'CONNOR C.P.A. 1984 - 1985
MARATHON OIL COMPANY 1981 - 1983
Skills
Microsoft Office, Word, Excel, Payroll, Invoicing, Billing, Policy, Customer Relations, Administrative Support, PowerPoint, Contract Negotiation, Problem Solving, Budgeting, Supervisory Skills, Data Entry, Compliance, Inventory Management, Customer Service, Hiring, Outlook, Loans, Payments, Timely, Budgets, Microsoft Excel, Microsoft Word, Income Tax, Accounts Receivable, Administrative..., Auditing, Financial Statements, Financial Accounting, Accounting, Tax
Education
Brigham Young University 1978 — 1981
Columbia Basin College
Associate of Arts Degree, General Studies
The American Institute of Certified Tax Coaches
Certified Tax Coach, Proactive Tax Planning
G. Scott Miller, ChFC G. Scott Miller, ChFC's New England Financial Experience 1987 - 1991
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors March 2000 - Present
Kemper Financial 1991 - 2000
New England Financial 1987 - 1991
Education
College for Financial Planning 2004 — 2006
The American College 1989 — 1991
ChFC
Eastern Michigan University 1978 — 1985
Ameriprise Financial Advisors March 2000 - Present
Kemper Financial 1991 - 2000
New England Financial 1987 - 1991
Education
College for Financial Planning 2004 — 2006
The American College 1989 — 1991
ChFC
Eastern Michigan University 1978 — 1985
William Colin Marris William Colin Marris's New England Financial Experience October 1984 - December 2001
Job President at Circuit Rider Ministries Inc
Industry Religious Institutions
Experience
CIRCUIT RIDER MINISTRIES, INC. June 2008 - Present
New Tribes Bible Institute 2002 - January 2014
The Marris Group, Inc. January 1995 - January 2002
New England Financial October 1984 - December 2001
United States Naval Reserve 1983 - 1991
Skills
Bible, Team Building, Historian, Strategic Planning, Public Speaking, Leadership, Teaching, Religion, Apologetics, Theology, Church Events, Management, Event Planning, Organizational..., Community Outreach, Leadership Development, Program Development, Discipleship, Pastoral Care, Preaching, Community Development, Research, Training, Public Relations, Event Management, Motivational Speaking, Missions, Fundraising, Social Media, Nonprofits, Editing, Bible Study, Biblical Studies, Gospel, History, Stewardship, Volunteer Management, Youth Ministry, Non-profit..., Spiritual Direction, Evangelism, Pastoral Counseling, Ethics, Higher Education, Church Growth, Religious Studies, Books, Adult Education, Conflict Resolution, Non-profit Board...
Education
University of Wisconsin-Milwaukee 2002 — 2004
MA, HISTORY, SUMMA CUM LAUDE
Trinity International University 2002 — 2002
Religion
Cardinal Stritch University 1981 — 1983
BS, Business Management
The American College 1980 — 1982
CLU, Insurance, Business
University of Wisconsin-Milwaukee 1970 — 1974
History
CIRCUIT RIDER MINISTRIES, INC. June 2008 - Present
New Tribes Bible Institute 2002 - January 2014
The Marris Group, Inc. January 1995 - January 2002
New England Financial October 1984 - December 2001
United States Naval Reserve 1983 - 1991
Skills
Bible, Team Building, Historian, Strategic Planning, Public Speaking, Leadership, Teaching, Religion, Apologetics, Theology, Church Events, Management, Event Planning, Organizational..., Community Outreach, Leadership Development, Program Development, Discipleship, Pastoral Care, Preaching, Community Development, Research, Training, Public Relations, Event Management, Motivational Speaking, Missions, Fundraising, Social Media, Nonprofits, Editing, Bible Study, Biblical Studies, Gospel, History, Stewardship, Volunteer Management, Youth Ministry, Non-profit..., Spiritual Direction, Evangelism, Pastoral Counseling, Ethics, Higher Education, Church Growth, Religious Studies, Books, Adult Education, Conflict Resolution, Non-profit Board...
Education
University of Wisconsin-Milwaukee 2002 — 2004
MA, HISTORY, SUMMA CUM LAUDE
Trinity International University 2002 — 2002
Religion
Cardinal Stritch University 1981 — 1983
BS, Business Management
The American College 1980 — 1982
CLU, Insurance, Business
University of Wisconsin-Milwaukee 1970 — 1974
History
Elaine Reitman Elaine Reitman's New England Financial Experience 2004 - 2005
Job Elaine Reitman CFP at Elaine Reitman Financial Services
Industry Financial Services
Experience
Elaine Reitman Financial Planning and Tax Services 2006 - Present
Elaine Reitman CFP® 2006 - December 2013
New England Financial 2004 - 2005
Morgan Stanley 2000 - 2002
SNET 1977 - 1999
Skills
Marketing Communications, Public Speaking, Nonprofits, Fundraising, Strategic Planning, Event Planning, Marketing, Social Media, Coaching, Research, Finance, Community Outreach, Asset Allocation, Series 7, Retirement Planning, Financial Services, Financial Planning
Education
City University of New York-Hunter College
BA, Sociology
University of New Haven
MBA
Elaine Reitman Financial Planning and Tax Services 2006 - Present
Elaine Reitman CFP® 2006 - December 2013
New England Financial 2004 - 2005
Morgan Stanley 2000 - 2002
SNET 1977 - 1999
Skills
Marketing Communications, Public Speaking, Nonprofits, Fundraising, Strategic Planning, Event Planning, Marketing, Social Media, Coaching, Research, Finance, Community Outreach, Asset Allocation, Series 7, Retirement Planning, Financial Services, Financial Planning
Education
City University of New York-Hunter College
BA, Sociology
University of New Haven
MBA
Inez Lipman-Richardson Inez Lipman-Richardson's New England Financial Experience 1995 - 1999
Job Financial Advisor, Investment Advisory Representative
Industry Investment Management
Experience
Triad Advisors 2001 - Present
Investacorp, Inc. 1999 - 2001
New England Financial 1995 - 1999
Legg Mason 1992 - 1995
The Daily Record 1989 - 1991
Baltimore Business Journal 1982 - 1987
Skills
Retirement Planning, Wealth Management, Portfolio Management, Asset Management, Insurance, Series 7, Series 65, Small Business, Asset Allocation, Investment Strategies, 401k Rollovers, Strategic Planning
Education
Catonsville Community College
English
Dulaney Senior High
Academic
Triad Advisors 2001 - Present
Investacorp, Inc. 1999 - 2001
New England Financial 1995 - 1999
Legg Mason 1992 - 1995
The Daily Record 1989 - 1991
Baltimore Business Journal 1982 - 1987
Skills
Retirement Planning, Wealth Management, Portfolio Management, Asset Management, Insurance, Series 7, Series 65, Small Business, Asset Allocation, Investment Strategies, 401k Rollovers, Strategic Planning
Education
Catonsville Community College
English
Dulaney Senior High
Academic
Sharon Bashaw Sharon Bashaw's New England Financial Experience August 2009 - June 2010
Job Accounting Manager at Surgical Care Affiliates
Industry Financial Services
Experience
Surgical Care Affiliates July 2010 - Present
New England Financial August 2009 - June 2010
Dividend Capital January 2007 - March 2009
Mercy Housing, Inc. 2004 - 2007
Concert American Homes/NorStar Residential 2001 - 2004
Corporate Express 1997 - 2000
Skills
Financial Analysis, Accounting, Financial Reporting, Forecasting, Investments, Budgets, Financial Modeling, Valuation, Due Diligence, Strategic Financial..., Financial Planners, General Ledger, Real Estate, Strategic Planning, Account Reconciliation
Education
California State University-Hayward - School of Business and Economics 1993 — 2000
Busineness Administration/Finance, Finance
Surgical Care Affiliates July 2010 - Present
New England Financial August 2009 - June 2010
Dividend Capital January 2007 - March 2009
Mercy Housing, Inc. 2004 - 2007
Concert American Homes/NorStar Residential 2001 - 2004
Corporate Express 1997 - 2000
Skills
Financial Analysis, Accounting, Financial Reporting, Forecasting, Investments, Budgets, Financial Modeling, Valuation, Due Diligence, Strategic Financial..., Financial Planners, General Ledger, Real Estate, Strategic Planning, Account Reconciliation
Education
California State University-Hayward - School of Business and Economics 1993 — 2000
Busineness Administration/Finance, Finance
Jason Mickool Jason Mickool's New England Financial Experience July 2008 - June 2013
Job President at JA Bentley and Company
Industry Financial Services
Experience
JA Bentley & Company June 2010 - Present
New England Financial July 2008 - June 2013
Strategic Financial Partners July 2007 - July 2008
Ameriprise Financial July 1995 - December 2006
Skills
Retirement, Series 7, Mutual Funds, Strategic Financial..., Retirement Planning, Investments, Wealth Management, Disability Insurance, Estate Planning, Fixed Annuities, Series 63, Management, Investment Advisory, Financial Analysis, Sales, Life Insurance, Asset Allocation, IRAs, Leadership
Education
Bristol Community College 1987 — 1990
Business
Bristol Community College
Business
JA Bentley & Company June 2010 - Present
New England Financial July 2008 - June 2013
Strategic Financial Partners July 2007 - July 2008
Ameriprise Financial July 1995 - December 2006
Skills
Retirement, Series 7, Mutual Funds, Strategic Financial..., Retirement Planning, Investments, Wealth Management, Disability Insurance, Estate Planning, Fixed Annuities, Series 63, Management, Investment Advisory, Financial Analysis, Sales, Life Insurance, Asset Allocation, IRAs, Leadership
Education
Bristol Community College 1987 — 1990
Business
Bristol Community College
Business
Bryan Spence Bryan Spence's New England Financial Experience April 1989 - October 2002
Job Director of Massachusetts Community Relations at American Student Assistance
Industry Philanthropy
Experience
American Student Assistance November 2013 - Present
Northeastern University December 2010 - October 2013
EdVestors September 2007 - November 2010
Delta Dental of Massachusetts December 2002 - February 2007
New England Financial April 1989 - October 2002
Bank of New England March 1986 - March 1989
Skills
Non-profits, Fundraising, Event Planning, Foundations, Stewardship, Philanthropy, Grant Writing, Nonprofits, Community Outreach, Program Management, Program Development, Strategic Communications, Grants, Community Development, Proposal Writing, Strategy, Leadership, Public Speaking, Workshop Facilitation
Education
Brown University
AB
St. Paul's School
Shady Hill School
American Student Assistance November 2013 - Present
Northeastern University December 2010 - October 2013
EdVestors September 2007 - November 2010
Delta Dental of Massachusetts December 2002 - February 2007
New England Financial April 1989 - October 2002
Bank of New England March 1986 - March 1989
Skills
Non-profits, Fundraising, Event Planning, Foundations, Stewardship, Philanthropy, Grant Writing, Nonprofits, Community Outreach, Program Management, Program Development, Strategic Communications, Grants, Community Development, Proposal Writing, Strategy, Leadership, Public Speaking, Workshop Facilitation
Education
Brown University
AB
St. Paul's School
Shady Hill School
Chuck Day's New England Financial Experience 2007 - 2008
Job Territory Sales Manager at ElliptiGO Inc.
Industry Sporting Goods
Experience
ElliptiGO Inc. March 2015 - Present
Brooks Sports January 2012 - March 2015
Bob Roncker's Running Spot July 2009 - February 2012
Blue Mile March 2008 - July 2009
New England Financial 2007 - 2008
Skills
Customer Service, Social Media, Retail, Sales, Management, Leadership, Facebook, Recruiting, Training, Event Planning, Microsoft Excel, Microsoft Office, PowerPoint, Account Management, Store Management, Merchandising, Public Speaking, Marketing, Time Management
Education
Butler University 2003 — 2007
Business - Marketing
ElliptiGO Inc. March 2015 - Present
Brooks Sports January 2012 - March 2015
Bob Roncker's Running Spot July 2009 - February 2012
Blue Mile March 2008 - July 2009
New England Financial 2007 - 2008
Skills
Customer Service, Social Media, Retail, Sales, Management, Leadership, Facebook, Recruiting, Training, Event Planning, Microsoft Excel, Microsoft Office, PowerPoint, Account Management, Store Management, Merchandising, Public Speaking, Marketing, Time Management
Education
Butler University 2003 — 2007
Business - Marketing
Christina Swierad's New England Financial Experience August 2009 - January 2010
Job Real Estate Associate at Vision Real Estate Partners
Industry Commercial Real Estate
Experience
Vision Real Estate Partners January 2014 - Present
Vision Equities March 2011 - January 2014
New England Financial August 2009 - January 2010
Neiman Marcus 2006 - 2009
Skills
Real Estate, Investments, Appraisals, Asset Management, Contract Negotiation, Due Diligence
Education
New York University 2013 — 2016
Master's degree, Commerical Real Estate
Caldwell College 2005 — 2008
BS, Financial Economics
Vision Real Estate Partners January 2014 - Present
Vision Equities March 2011 - January 2014
New England Financial August 2009 - January 2010
Neiman Marcus 2006 - 2009
Skills
Real Estate, Investments, Appraisals, Asset Management, Contract Negotiation, Due Diligence
Education
New York University 2013 — 2016
Master's degree, Commerical Real Estate
Caldwell College 2005 — 2008
BS, Financial Economics
Robert Mette Robert Mette's New England Financial Experience September 2008 - January 2014
Job Financial Advisor at Mette Financial Group
Industry Financial Services
Experience
Mette Financial Group June 2015 - Present
MassMutual Southeast Michigan January 2014 - Present
New England Financial September 2008 - January 2014
Meijer May 2005 - May 2008
Education
Central Michigan University 2002 — 2006
Bachelor of Science (B.S.)
Macomb Dakota High School 1998 — 2002
High School
Mette Financial Group June 2015 - Present
MassMutual Southeast Michigan January 2014 - Present
New England Financial September 2008 - January 2014
Meijer May 2005 - May 2008
Education
Central Michigan University 2002 — 2006
Bachelor of Science (B.S.)
Macomb Dakota High School 1998 — 2002
High School
David P. Kocsis, AIF David P. Kocsis, AIF's New England Financial Experience January 2000 - May 2002
Job Peak Wealth Solutions, Partner
Industry Financial Services
Experience
Peak Wealth Solutions November 2013 - Present
River Financial Group June 2007 - November 2013
Omega Pensions, Inc. August 2005 - March 2007
Employers Select Plan 2002 - 2005
New England Financial January 2000 - May 2002
Skills
Retirement Planning, Retirement, Finance, Small Business, Investment Strategies, 401k, Insurance, Sales, Employee Benefits, Retirement Plan..., Strategic Planning, Fixed Annuities, Disability Insurance, Sales Management, Long-term Care, Mutual Funds, Financial Advisory, Health Insurance, 403 b
Education
Bowling Green State University 1995 — 1999
Bachelor of Business Administration (BBA), Marketing
Notre Dame Catheral Latin 1992 — 1995
Peak Wealth Solutions November 2013 - Present
River Financial Group June 2007 - November 2013
Omega Pensions, Inc. August 2005 - March 2007
Employers Select Plan 2002 - 2005
New England Financial January 2000 - May 2002
Skills
Retirement Planning, Retirement, Finance, Small Business, Investment Strategies, 401k, Insurance, Sales, Employee Benefits, Retirement Plan..., Strategic Planning, Fixed Annuities, Disability Insurance, Sales Management, Long-term Care, Mutual Funds, Financial Advisory, Health Insurance, 403 b
Education
Bowling Green State University 1995 — 1999
Bachelor of Business Administration (BBA), Marketing
Notre Dame Catheral Latin 1992 — 1995
Katie Martineau Katie Martineau's New England Financial Experience June 2001 - June 2005
Job Sr. Northeast Regional Associate at MetLife
Industry Financial Services
Experience
MetLife Premier Client Group March 2013 - Present
New England Financial Group LLC August 2007 - March 2013
Metlife June 2006 - August 2007
Lincoln Financial June 2005 - June 2006
New England Financial June 2001 - June 2005
Skills
Leadership, Client Development, Client Education, Marketing, Public Speaking, Building Relationships, Business Relationship..., Self-driven, Highly Dedicated, Superior Work Ethic, Business Networking, Recruiting, Succession Planning, Life Insurance, Talent Acquisition, Sales
Education
Charter Oak State College 2003 — 2005
Associate of Arts and Sciences (A.A.S.), Business Management
Central Connecticut State University 2000 — 2003
Physical Education
Plainville High School 1996 — 2000
General Studies
MetLife Premier Client Group March 2013 - Present
New England Financial Group LLC August 2007 - March 2013
Metlife June 2006 - August 2007
Lincoln Financial June 2005 - June 2006
New England Financial June 2001 - June 2005
Skills
Leadership, Client Development, Client Education, Marketing, Public Speaking, Building Relationships, Business Relationship..., Self-driven, Highly Dedicated, Superior Work Ethic, Business Networking, Recruiting, Succession Planning, Life Insurance, Talent Acquisition, Sales
Education
Charter Oak State College 2003 — 2005
Associate of Arts and Sciences (A.A.S.), Business Management
Central Connecticut State University 2000 — 2003
Physical Education
Plainville High School 1996 — 2000
General Studies
Robert Zawadzkas's New England Financial Experience March 1990 - February 1994
Job Lead Business Analyst Asset Management Tech at PNC
Industry Information Technology and Services
Experience
PNC June 2015 - Present
Automated Financial Systems, Inc. (AFS) April 2011 - May 2015
Morgan Stanley Smith Barney July 2010 - April 2011
JP Morgan Chase December 1999 - July 2010
Deutsche Bank January 1999 - December 1999
Morgan Stanley Dean Witter April 1996 - December 1998
MFS Investment Management April 1994 - March 1996
New England Financial March 1990 - February 1994
Skills
Testing, Analysis, Requirements Gathering, Process Improvement, Project Management, Business Requirements, Product Management, SDLC, Training, Vendor Management
Education
Clark University 1985 — 1989
BA, Economics
Horace Mann 1981 — 1985
PNC June 2015 - Present
Automated Financial Systems, Inc. (AFS) April 2011 - May 2015
Morgan Stanley Smith Barney July 2010 - April 2011
JP Morgan Chase December 1999 - July 2010
Deutsche Bank January 1999 - December 1999
Morgan Stanley Dean Witter April 1996 - December 1998
MFS Investment Management April 1994 - March 1996
New England Financial March 1990 - February 1994
Skills
Testing, Analysis, Requirements Gathering, Process Improvement, Project Management, Business Requirements, Product Management, SDLC, Training, Vendor Management
Education
Clark University 1985 — 1989
BA, Economics
Horace Mann 1981 — 1985
David Arzumanov David Arzumanov's New England Financial Experience June 2010 - September 2010
Job Sr. Collateral Analyst at GemCap
Industry Information Technology and Services
Experience
GemCap March 2014 - Present
Waddell & Reed November 2013 - March 2014
Barin Restaurant and Bazaar Market January 2010 - March 2014
MassMutual Financial Group February 2013 - December 2013
Management Association of California State Northridge (MACSUN) December 2011 - December 2012
HOMFIX May 2012 - September 2012
Hookah Lounge June 2010 - June 2011
New England Financial June 2010 - September 2010
Yogurt Zone June 2008 - June 2009
Skills
Accounting, Business Analysis, Windows, Video Games, Photoshop, Picasa, Photo Editing, Speed Reading, Organizing, Food Service, Food Processing, Selling, Sunglasses, Customer Service, Coffee, Personal Finance, Personal Training, Brochures, Catalogs, Typing, 10 Key, Facebook, Analysis, Leadership, Management, Marketing, Teamwork, Budgets, Sales, Finance, Image Editing, Microsoft Excel
Education
California State University-Northridge 2011 — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services, Quality Management and Assurance, Financial Planning, 3.7
Los Angeles Pierce College 2009 — 2011
Transfer, Accounting, Economics, Finance
Palisades Charter High School 2005 — 2009
High School, General Education
GemCap March 2014 - Present
Waddell & Reed November 2013 - March 2014
Barin Restaurant and Bazaar Market January 2010 - March 2014
MassMutual Financial Group February 2013 - December 2013
Management Association of California State Northridge (MACSUN) December 2011 - December 2012
HOMFIX May 2012 - September 2012
Hookah Lounge June 2010 - June 2011
New England Financial June 2010 - September 2010
Yogurt Zone June 2008 - June 2009
Skills
Accounting, Business Analysis, Windows, Video Games, Photoshop, Picasa, Photo Editing, Speed Reading, Organizing, Food Service, Food Processing, Selling, Sunglasses, Customer Service, Coffee, Personal Finance, Personal Training, Brochures, Catalogs, Typing, 10 Key, Facebook, Analysis, Leadership, Management, Marketing, Teamwork, Budgets, Sales, Finance, Image Editing, Microsoft Excel
Education
California State University-Northridge 2011 — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services, Quality Management and Assurance, Financial Planning, 3.7
Los Angeles Pierce College 2009 — 2011
Transfer, Accounting, Economics, Finance
Palisades Charter High School 2005 — 2009
High School, General Education
Stanley Pelcher Stanley Pelcher's New England Financial Experience 2009 - 2013
Job Financial Services Representative at Mass Mutual Arizona
Industry Financial Services
Experience
Mass Mutual Arizona January 2013 - Present
Pelcher Insurance Brokerage 1995 - Present
New England Financial 2009 - 2013
New England Financial 2006 - 2009
Professional Business Insurers 1987 - 1995
Skills
Retirement, Employee Benefits, Small Business, Disability Insurance, Fixed Annuities, Insurance, Long Term Care Insurance, 401k, Life Insurance, Investments, Retirement Strategies, Group Medical, Retirement Planning, Group Life, Dental Insurance, Variable Annuities, Variable Life, SEP IRA, Simple IRA, Roth & Traditional IRA,, 529 College Funds
Education
Boston University
Central Connecticut State University
B.A., Psychology
Southern Connecticut State University
B.S and M.S.
Springfield College
Certificate of Advance Studies
Mass Mutual Arizona January 2013 - Present
Pelcher Insurance Brokerage 1995 - Present
New England Financial 2009 - 2013
New England Financial 2006 - 2009
Professional Business Insurers 1987 - 1995
Skills
Retirement, Employee Benefits, Small Business, Disability Insurance, Fixed Annuities, Insurance, Long Term Care Insurance, 401k, Life Insurance, Investments, Retirement Strategies, Group Medical, Retirement Planning, Group Life, Dental Insurance, Variable Annuities, Variable Life, SEP IRA, Simple IRA, Roth & Traditional IRA,, 529 College Funds
Education
Boston University
Central Connecticut State University
B.A., Psychology
Southern Connecticut State University
B.S and M.S.
Springfield College
Certificate of Advance Studies
Bari Toot Bari Toot's New England Financial Experience September 2007 - August 2008
Job Training and Development Manager at SROriginals
Industry Education Management
Experience
SROriginals November 2014 - Present
Tesla Exploration Ltd. 2012 - Present
Golden High School/Jeffco Public Schools 2012 - 2013
Summit Ridge Middle School/Jeffco Public Schools 2011 - 2012
Cherry Creek Schools/JeffCo Public Schools/Denver Public Schools 2008 - 2011
New England Financial September 2007 - August 2008
Colorado Technical University Online 2004 - 2008
GRB & Associates/Instituto Cultural Anglo-Uruguayo 2002 - 2004
Uruguayan American School 1997 - 2001
Skills
Public Speaking, Research, Writing, Adult Education, English, Program Management, International Relations, Team Leadership, Proofreading, Coaching, Analysis, ESL, Leadership Development, Recruiting, Event Planning, Curriculum Development, Project Management, Teaching, Spanish, Leadership, Management, Editing, Training, Organizational..., Team Building, Staff Development, Proposal Writing, Strategic Planning
Education
The University of Kansas 1989 — 1991
M.A., Latin American Studies, International Relations, Geopolitics, Spanish, & Portuguese
Weber State University 1986 — 1988
B.S., Political Science, Spanish, Education
Brigham Young University - Idaho 1982 — 1984
A.A.S., Political Science
SROriginals November 2014 - Present
Tesla Exploration Ltd. 2012 - Present
Golden High School/Jeffco Public Schools 2012 - 2013
Summit Ridge Middle School/Jeffco Public Schools 2011 - 2012
Cherry Creek Schools/JeffCo Public Schools/Denver Public Schools 2008 - 2011
New England Financial September 2007 - August 2008
Colorado Technical University Online 2004 - 2008
GRB & Associates/Instituto Cultural Anglo-Uruguayo 2002 - 2004
Uruguayan American School 1997 - 2001
Skills
Public Speaking, Research, Writing, Adult Education, English, Program Management, International Relations, Team Leadership, Proofreading, Coaching, Analysis, ESL, Leadership Development, Recruiting, Event Planning, Curriculum Development, Project Management, Teaching, Spanish, Leadership, Management, Editing, Training, Organizational..., Team Building, Staff Development, Proposal Writing, Strategic Planning
Education
The University of Kansas 1989 — 1991
M.A., Latin American Studies, International Relations, Geopolitics, Spanish, & Portuguese
Weber State University 1986 — 1988
B.S., Political Science, Spanish, Education
Brigham Young University - Idaho 1982 — 1984
A.A.S., Political Science
Bradley J. Kellen, CFP®, ChFC®, CFS® Bradley J. Kellen, CFP®, ChFC®, CFS®'s New England Financial Experience July 2000 - December 2012
Job CERTIFIED FINANCIAL PLANNER™ professional – Investments & Strategic Financial Solutions for a Complex Environment
Industry Financial Services
Experience
Millennium Financial Group December 2012 - Present
Colorado Springs Flames (Semi-Pro Football) March 2008 - Present
New England Financial July 2000 - December 2012
New York Life Insurance Company December 1998 - July 2000
California Casualty Management Company June 1991 - December 1998
Great Western Properties / Watson & Nardi April 1990 - June 1991
Skills
Investments, Leadership, Finance, Retirement Planning, Fixed Annuities, Strategic Financial..., Disability Insurance, Wealth Management, Life Insurance, 401k, Pensions, Insurance, Investment Strategies, Financial Analysis, Risk Management, Retirement, Mutual Funds
Education
The American College
Chartered Financial Consultant® (ChFC®), Advanced Financial Planning
Institute of Business and Finance
Certified Fund Specialist® (CFS®), Portfolio Construction
California State University-Hayward 1986 — 1989
Bachelor of Science (B.S.), Business Administration
Leland High School 1979 — 1982
Millennium Financial Group December 2012 - Present
Colorado Springs Flames (Semi-Pro Football) March 2008 - Present
New England Financial July 2000 - December 2012
New York Life Insurance Company December 1998 - July 2000
California Casualty Management Company June 1991 - December 1998
Great Western Properties / Watson & Nardi April 1990 - June 1991
Skills
Investments, Leadership, Finance, Retirement Planning, Fixed Annuities, Strategic Financial..., Disability Insurance, Wealth Management, Life Insurance, 401k, Pensions, Insurance, Investment Strategies, Financial Analysis, Risk Management, Retirement, Mutual Funds
Education
The American College
Chartered Financial Consultant® (ChFC®), Advanced Financial Planning
Institute of Business and Finance
Certified Fund Specialist® (CFS®), Portfolio Construction
California State University-Hayward 1986 — 1989
Bachelor of Science (B.S.), Business Administration
Leland High School 1979 — 1982
Matt Muskrat Matt Muskrat's New England Financial Experience January 2001 - January 2003
Job Compliance Analyst at GMO
Industry Investment Management
Experience
Grantham, Mayo and Van Otterloo April 2007 - Present
MFS Investment Management January 2005 - April 2007
MetLife March 2004 - January 2005
New England Securities March 2003 - March 2004
New England Financial January 2001 - January 2003
Skills
Mutual Funds, Securities, FINRA, Fixed Income, Alternative Investments, Series 7, Series 24, Hedge Funds, Derivatives, Investments, Legal Compliance, Securities Regulation
Education
Cambridge College 2005 — 2007
Masters, Management; Business
Keene State College 1995 — 1997
Southern Vermont College 1993 — 1995
Grantham, Mayo and Van Otterloo April 2007 - Present
MFS Investment Management January 2005 - April 2007
MetLife March 2004 - January 2005
New England Securities March 2003 - March 2004
New England Financial January 2001 - January 2003
Skills
Mutual Funds, Securities, FINRA, Fixed Income, Alternative Investments, Series 7, Series 24, Hedge Funds, Derivatives, Investments, Legal Compliance, Securities Regulation
Education
Cambridge College 2005 — 2007
Masters, Management; Business
Keene State College 1995 — 1997
Southern Vermont College 1993 — 1995
Jay Arcand Jay Arcand's New England Financial Experience June 2003 - February 2004
Job Senior Sales Recruiter, solving critical hiring needs for your business.
Industry Staffing and Recruiting
Experience
RJS Associates July 2012 - Present
U.S. Engineering Technical Services September 2011 - June 2012
Aflac February 2010 - September 2011
Staples Inc. July 2004 - January 2010
New England Financial June 2003 - February 2004
Gunther International April 2001 - March 2003
Skills
Recruiting, Sales, New Business Development, Leadership, Sourcing, Account Management, Microsoft Office, Customer Service, Interviews, Budgets, Sales Process, Time Management, Cross-functional Team..., Salesforce.com, Program Management, Business Development, Marketing, Customer Retention, Negotiation, Sales Operations, Sales Management, Benefits Negotiation, Cold Calling, Employee Benefits, Direct Sales, CRM, Marketing Strategy, Selling, Training, Team Building, Insurance, Customer Relations, Pricing & Negotiating, Training and Development, Problem Solving, Interpersonal, Healthcare, Analysis, Talent Acquisition
Education
Central Connecticut State University 1992 — 1994
B.S, Business Management
Manchester Community College
Associate of Arts (AA)
RJS Associates July 2012 - Present
U.S. Engineering Technical Services September 2011 - June 2012
Aflac February 2010 - September 2011
Staples Inc. July 2004 - January 2010
New England Financial June 2003 - February 2004
Gunther International April 2001 - March 2003
Skills
Recruiting, Sales, New Business Development, Leadership, Sourcing, Account Management, Microsoft Office, Customer Service, Interviews, Budgets, Sales Process, Time Management, Cross-functional Team..., Salesforce.com, Program Management, Business Development, Marketing, Customer Retention, Negotiation, Sales Operations, Sales Management, Benefits Negotiation, Cold Calling, Employee Benefits, Direct Sales, CRM, Marketing Strategy, Selling, Training, Team Building, Insurance, Customer Relations, Pricing & Negotiating, Training and Development, Problem Solving, Interpersonal, Healthcare, Analysis, Talent Acquisition
Education
Central Connecticut State University 1992 — 1994
B.S, Business Management
Manchester Community College
Associate of Arts (AA)
Natalie Jutakeo Natalie Jutakeo's New England Financial Experience September 2012 - December 2012
Job Operations Clerk at Kasikorn Bank
Industry Entertainment
Experience
Kasikorn Bank July 2013 - September 2015
Wal-Mart Stores, Inc. May 2009 - July 2013
New England Financial September 2012 - December 2012
NorthStar Moving Corporation March 2012 - April 2012
MSO PR (The Mitch Schneider Organization) August 2011 - December 2011
Sony Music Entertainment August 2008 - February 2009
Skills
Excel, Outlook, Microsoft Office, Word, PowerPoint, Microsoft Word, Microsoft Excel, Facebook, Social Media, Marketing, Social Media Marketing, Mac, Customer Service, Access, Public Relations, Social Networking, Time Management, Event Planning, Inventory Management
Education
California State University-Northridge 2010 — 2012
Bachelor of Science (B.S.), Finance
Kasikorn Bank July 2013 - September 2015
Wal-Mart Stores, Inc. May 2009 - July 2013
New England Financial September 2012 - December 2012
NorthStar Moving Corporation March 2012 - April 2012
MSO PR (The Mitch Schneider Organization) August 2011 - December 2011
Sony Music Entertainment August 2008 - February 2009
Skills
Excel, Outlook, Microsoft Office, Word, PowerPoint, Microsoft Word, Microsoft Excel, Facebook, Social Media, Marketing, Social Media Marketing, Mac, Customer Service, Access, Public Relations, Social Networking, Time Management, Event Planning, Inventory Management
Education
California State University-Northridge 2010 — 2012
Bachelor of Science (B.S.), Finance
Carol Schulstad's New England Financial Experience February 2005 - December 2007
Job Sales Supervision ManagerAdvice Supervision at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2010 - Present
First Day Photo January 2010 - April 2014
Fit Financial, Inc. July 2008 - March 2010
Lincoln Financial Advisors December 2007 - July 2008
New England Financial February 2005 - December 2007
New York Life May 1999 - January 2005
MN CC 1994 - 1997
Coopers & Lybrand Consulting January 1981 - January 1983
Skills
Insurance, Long-term Care, Series 7, Securities, Financial Advisory, Project Planning, Financial Services, Retirement Planning, Fixed Annuities, Retirement, Estate Planning, Wealth Management, Strategic Planning, Strategic Financial..., Coaching, Recruiting, Training, Start-ups, Leadership, Employee Benefits, Finance, Management, Business Development, Mutual Funds, Financial Planners, Investment Advisory, Series 63
Education
Brown College 1981 — 1983
Computer Programming, Mulitple Programming Languages
Mounds View High School 1970 — 1973
Grad, General
Ameriprise Financial May 2010 - Present
First Day Photo January 2010 - April 2014
Fit Financial, Inc. July 2008 - March 2010
Lincoln Financial Advisors December 2007 - July 2008
New England Financial February 2005 - December 2007
New York Life May 1999 - January 2005
MN CC 1994 - 1997
Coopers & Lybrand Consulting January 1981 - January 1983
Skills
Insurance, Long-term Care, Series 7, Securities, Financial Advisory, Project Planning, Financial Services, Retirement Planning, Fixed Annuities, Retirement, Estate Planning, Wealth Management, Strategic Planning, Strategic Financial..., Coaching, Recruiting, Training, Start-ups, Leadership, Employee Benefits, Finance, Management, Business Development, Mutual Funds, Financial Planners, Investment Advisory, Series 63
Education
Brown College 1981 — 1983
Computer Programming, Mulitple Programming Languages
Mounds View High School 1970 — 1973
Grad, General
BRIAN NOYES BRIAN NOYES's New England Financial Experience 2005 - 2006
Job Registered Support Associate at Ameriprise Financial
Industry Financial Services
Experience
PYH 2013 - Present
Ameriprise Financial April 2010 - Present
Allison Financial Group 2008 - 2009
Smith Barney August 2006 - March 2008
Morgan Stanley May 2007 - October 2007
New England Financial 2005 - 2006
CCO Investments 2001 - 2005
Prudential Financial 1998 - 1999
Skills
Investments, Risk Management, Alternative Investments, Asset Allocation, Financial Services, Series 24, Relationship Management, Financial Planners, Uniform Combined State..., Life Insurance, Long-term Care, Disability Insurance
Education
Kaplan University 2002 — 2004
Bus Mgt, Business
Newbury College 1996 — 1998
Marketing, Business
Bridgewater State College 1995 — 1996
Bus Mgt
Boston Latin School 1989 — 1995
PYH 2013 - Present
Ameriprise Financial April 2010 - Present
Allison Financial Group 2008 - 2009
Smith Barney August 2006 - March 2008
Morgan Stanley May 2007 - October 2007
New England Financial 2005 - 2006
CCO Investments 2001 - 2005
Prudential Financial 1998 - 1999
Skills
Investments, Risk Management, Alternative Investments, Asset Allocation, Financial Services, Series 24, Relationship Management, Financial Planners, Uniform Combined State..., Life Insurance, Long-term Care, Disability Insurance
Education
Kaplan University 2002 — 2004
Bus Mgt, Business
Newbury College 1996 — 1998
Marketing, Business
Bridgewater State College 1995 — 1996
Bus Mgt
Boston Latin School 1989 — 1995
Adam Miloro, CFP®, AIF® Adam Miloro, CFP®, AIF®'s New England Financial Experience January 2000 - October 2004
Job Vice President, Retirement Services at Longfellow Advisors
Industry Financial Services
Experience
Longfellow Advisors October 2007 - Present
Great-West Retirement Services October 2006 - October 2007
MetLife Retirement Services October 2004 - October 2006
New England Financial January 2000 - October 2004
Skills
Retirement, Series 6, Retirement Planning, Employee Benefits, Health Insurance, Securities, Business Planning, 401k, Medicare, Defined Contribution, Long-term Care, FINRA, Financial Advisory, Brokers, Defined Benefit, Mutual Funds, Pensions, Series 7, Benefits Administration, Series 63, Term Life Insurance, PPO, Investment Management, Life Insurance, Executive Pay, Health Savings Accounts, Fixed Annuities, ERISA, Underwriting, Financial Services, Disability Insurance, Insurance, Asset Allocation, COBRA, Investments, Employee Wellness, Relationship Management, Long Term Care Insurance, Series 24, Strategic Financial..., Workers Compensation, Investment Advisory, Retirement Plan..., Deferred Compensation, HRIS, Finance, Alternative Investments, Health Care Reform, Qualified Retirement...
Education
Boston University - School of Management 2008 — 2010
Completed Certification, Financial Planning. CFP®
University of Massachusetts at Lowell 1993 — 1996
Bachelor Of Science
Longfellow Advisors October 2007 - Present
Great-West Retirement Services October 2006 - October 2007
MetLife Retirement Services October 2004 - October 2006
New England Financial January 2000 - October 2004
Skills
Retirement, Series 6, Retirement Planning, Employee Benefits, Health Insurance, Securities, Business Planning, 401k, Medicare, Defined Contribution, Long-term Care, FINRA, Financial Advisory, Brokers, Defined Benefit, Mutual Funds, Pensions, Series 7, Benefits Administration, Series 63, Term Life Insurance, PPO, Investment Management, Life Insurance, Executive Pay, Health Savings Accounts, Fixed Annuities, ERISA, Underwriting, Financial Services, Disability Insurance, Insurance, Asset Allocation, COBRA, Investments, Employee Wellness, Relationship Management, Long Term Care Insurance, Series 24, Strategic Financial..., Workers Compensation, Investment Advisory, Retirement Plan..., Deferred Compensation, HRIS, Finance, Alternative Investments, Health Care Reform, Qualified Retirement...
Education
Boston University - School of Management 2008 — 2010
Completed Certification, Financial Planning. CFP®
University of Massachusetts at Lowell 1993 — 1996
Bachelor Of Science
Andrew J. Cavaliere, CLTC Andrew J. Cavaliere, CLTC's New England Financial Experience January 1995 - February 2006
Job Financial Advisor
Industry Financial Services
Experience
Keystone Financial Advisors April 2007 - Present
New England Financial January 1995 - February 2006
The Guardian Life Insurance Company of America November 1993 - January 1995
Skills
Disability Insurance, Retirement, Long-term Care, Insurance, Long Term Care Insurance, Financial Advisory, Small Business, Finance, Financial Services, Mutual Funds, Financial Planners, Investments, Wealth Management, Financial Planning, Strategic Financial..., Securities, Series 7, Wealth, Investment Advisory, Series 63, Seminars, Long-Term Care..., Life Insurance, Business Succession..., Estate Planning, Special Needs Funding, 401(K), Defined Benefit Plans, Defined Contribution..., Group Benefits, Fixed Indexed Annuities, Immediate Annuities, Asset Backed Insurance..., Non-Qualified Deferred..., IRA Rollovers, Health Insurance, Voluntary Life & Health..., Group Long-Term..., Group Life Insurance, Dental Insurance, Fixed Annuities, Employee Benefits, IRAs
Education
Bucknell University 1985 — 1989
Bachelor's Degree, Business Administration
Yorktown High School 1982 — 1985
Regents Diploma
Keystone Financial Advisors April 2007 - Present
New England Financial January 1995 - February 2006
The Guardian Life Insurance Company of America November 1993 - January 1995
Skills
Disability Insurance, Retirement, Long-term Care, Insurance, Long Term Care Insurance, Financial Advisory, Small Business, Finance, Financial Services, Mutual Funds, Financial Planners, Investments, Wealth Management, Financial Planning, Strategic Financial..., Securities, Series 7, Wealth, Investment Advisory, Series 63, Seminars, Long-Term Care..., Life Insurance, Business Succession..., Estate Planning, Special Needs Funding, 401(K), Defined Benefit Plans, Defined Contribution..., Group Benefits, Fixed Indexed Annuities, Immediate Annuities, Asset Backed Insurance..., Non-Qualified Deferred..., IRA Rollovers, Health Insurance, Voluntary Life & Health..., Group Long-Term..., Group Life Insurance, Dental Insurance, Fixed Annuities, Employee Benefits, IRAs
Education
Bucknell University 1985 — 1989
Bachelor's Degree, Business Administration
Yorktown High School 1982 — 1985
Regents Diploma
Tom Picardy Tom Picardy's New England Financial Experience August 2001 - December 2005
Job Certified Financial Planner
Industry Financial Services
Experience
Fortune Financial Solutions, LLC December 2005 - Present
LPL Financial December 2005 - Present
New England Financial August 2001 - December 2005
Skills
Life Insurance, Asset Managment, Retirement Planning, 401k, Estate Planning, IRAs, 401k Rollovers, Financial Advisory, Employee Benefits, 529 Plans, Securities, Finance, Investment Management, Financial Planners, Wealth Management, Retirement, Mutual Funds
Education
Grand Valley State University 2003 — 2004
Seidman Financial Planning Certificate Program
Central Michigan University 1997 — 2001
B.S. in B.A., Corporate Finance
Fortune Financial Solutions, LLC December 2005 - Present
LPL Financial December 2005 - Present
New England Financial August 2001 - December 2005
Skills
Life Insurance, Asset Managment, Retirement Planning, 401k, Estate Planning, IRAs, 401k Rollovers, Financial Advisory, Employee Benefits, 529 Plans, Securities, Finance, Investment Management, Financial Planners, Wealth Management, Retirement, Mutual Funds
Education
Grand Valley State University 2003 — 2004
Seidman Financial Planning Certificate Program
Central Michigan University 1997 — 2001
B.S. in B.A., Corporate Finance
Marie McKenzie's New England Financial Experience 1978 - 2000
Job
Industry Financial Services
Experience
DST Systems 2011 - Present
Boston Financial Data Services 2000 - 2011
New England Financial 1978 - 2000
Skills
Financial Services, Business Analysis, Mutual Funds, Process Improvement, SDLC, Vendor Management, Program Management, Requirements Gathering, 401k, Project Management
Education
Bridgewater State University
Bachelor's degree, Education
Randolph High School, Randolph MA
DST Systems 2011 - Present
Boston Financial Data Services 2000 - 2011
New England Financial 1978 - 2000
Skills
Financial Services, Business Analysis, Mutual Funds, Process Improvement, SDLC, Vendor Management, Program Management, Requirements Gathering, 401k, Project Management
Education
Bridgewater State University
Bachelor's degree, Education
Randolph High School, Randolph MA
William Evers William Evers's New England Financial Experience December 1994 - July 1997
Job AVP & Senior Counsel at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 1997 - Present
New England Financial December 1994 - July 1997
New England Financial November 1987 - November 1994
Skills
Securities, Insurance, Mutual Funds, FINRA, Financial Services, Risk Management, Corporate Governance, Investments, Mergers & Acquisitions, Due Diligence, Fixed Annuities, Series 7, Asset Management, AML
Education
Suffolk University Law School 1990 — 1994
J.D., Law
Boston College 1983 — 1987
Bachelor of Science, Economics
Sun Life Financial August 1997 - Present
New England Financial December 1994 - July 1997
New England Financial November 1987 - November 1994
Skills
Securities, Insurance, Mutual Funds, FINRA, Financial Services, Risk Management, Corporate Governance, Investments, Mergers & Acquisitions, Due Diligence, Fixed Annuities, Series 7, Asset Management, AML
Education
Suffolk University Law School 1990 — 1994
J.D., Law
Boston College 1983 — 1987
Bachelor of Science, Economics
Scott Nicholson's New England Financial Experience January 2000 - December 2002
Job Systems Administrator at Boston Children's Hospital
Industry Information Technology and Services
Experience
Boston Children's Hospital April 2015 - Present
TCG Networks July 2014 - April 2015
National Telecommuting Institute July 2010 - July 2014
Sea Change Systems, Inc. June 2009 - March 2010
All Covered January 2008 - January 2009
Captivate Network June 2004 - December 2007
New England Financial January 2000 - December 2002
Skills
Active Directory, Group Policy, Windows Server, TCP/IP, VPN, Windows 7 Migration, Sonicwall, System Administration, Microsoft Exchange, VMware, Backup Exec, Wireless Networking, Network Security, Disaster Recovery, Servers, Symantec Endpoint..., Norton Ghost, XP, DHCP, Blackberry Enterprise..., Virtualization, Firewalls, DNS, Windows, Troubleshooting, Technical Support, Windows 7, Software Installation, Hardware, Help Desk Support, LAN-WAN, Citrix, SonicWALL
Education
Boston College 1997 — 2000
Computer Science
Catholic Memorial High School 1991 — 1995
High School Diploma, College Prep
Boston Children's Hospital April 2015 - Present
TCG Networks July 2014 - April 2015
National Telecommuting Institute July 2010 - July 2014
Sea Change Systems, Inc. June 2009 - March 2010
All Covered January 2008 - January 2009
Captivate Network June 2004 - December 2007
New England Financial January 2000 - December 2002
Skills
Active Directory, Group Policy, Windows Server, TCP/IP, VPN, Windows 7 Migration, Sonicwall, System Administration, Microsoft Exchange, VMware, Backup Exec, Wireless Networking, Network Security, Disaster Recovery, Servers, Symantec Endpoint..., Norton Ghost, XP, DHCP, Blackberry Enterprise..., Virtualization, Firewalls, DNS, Windows, Troubleshooting, Technical Support, Windows 7, Software Installation, Hardware, Help Desk Support, LAN-WAN, Citrix, SonicWALL
Education
Boston College 1997 — 2000
Computer Science
Catholic Memorial High School 1991 — 1995
High School Diploma, College Prep
Daniel Ceschin Daniel Ceschin's New England Financial Experience April 2004 - June 2011
Job General Manager, Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha June 2013 - Present
Strategic Wealth Associates July 2011 - June 2013
New England Financial April 2004 - June 2011
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Business Insurance, Long Term Care Insurance, Disability Insurance
Education
Central College 1979 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Cedar Rapids Washington 1977 — 1979
Mutual of Omaha June 2013 - Present
Strategic Wealth Associates July 2011 - June 2013
New England Financial April 2004 - June 2011
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Business Insurance, Long Term Care Insurance, Disability Insurance
Education
Central College 1979 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Cedar Rapids Washington 1977 — 1979
Leao Fernandes's New England Financial Experience February 1997 - April 2000
Job
Industry Information Technology and Services
Experience
HealthEdge May 2014 - Present
Boston University, Metropolitan College January 2005 - Present
HealthEdge March 2014 - April 2014
MetLife April 2010 - November 2013
MetLife May 2008 - April 2010
MetLife January 2005 - May 2008
MetLife January 2004 - December 2004
MetLife February 2000 - January 2004
New England Financial February 1997 - April 2000
Intellitech Consulting April 1995 - February 1997
Skills
Enterprise Architecture, Integration, Vendor Management, Software Development, SDLC, Business Intelligence, IT Strategy, Web Services, Requirements Analysis, IT Management, Enterprise Software, Microsoft SQL Server, Requirements Gathering, Business Analysis, IIS, Java, Project Portfolio..., Web Applications, Virtualization, Architecture, PMO, Disaster Recovery, Software Project..., WebSphere Application..., Unix, Solution Architecture, SharePoint, PMP, SOA, Citrix, Agile Methodologies, Perl, Data Warehousing, Enterprise Content..., Windows Server, Network Administration, C#, JavaScript, Windows 7, Linux System..., AIX Administration, J2EE Application..., PHP, Web Development, AJAX, Data Center, ITIL, Project Management, Process Improvement, Change Management
Education
Boston University 2001 — 2004
Master, Computer Science
Boston University
Bachelor, Computer Science
HealthEdge May 2014 - Present
Boston University, Metropolitan College January 2005 - Present
HealthEdge March 2014 - April 2014
MetLife April 2010 - November 2013
MetLife May 2008 - April 2010
MetLife January 2005 - May 2008
MetLife January 2004 - December 2004
MetLife February 2000 - January 2004
New England Financial February 1997 - April 2000
Intellitech Consulting April 1995 - February 1997
Skills
Enterprise Architecture, Integration, Vendor Management, Software Development, SDLC, Business Intelligence, IT Strategy, Web Services, Requirements Analysis, IT Management, Enterprise Software, Microsoft SQL Server, Requirements Gathering, Business Analysis, IIS, Java, Project Portfolio..., Web Applications, Virtualization, Architecture, PMO, Disaster Recovery, Software Project..., WebSphere Application..., Unix, Solution Architecture, SharePoint, PMP, SOA, Citrix, Agile Methodologies, Perl, Data Warehousing, Enterprise Content..., Windows Server, Network Administration, C#, JavaScript, Windows 7, Linux System..., AIX Administration, J2EE Application..., PHP, Web Development, AJAX, Data Center, ITIL, Project Management, Process Improvement, Change Management
Education
Boston University 2001 — 2004
Master, Computer Science
Boston University
Bachelor, Computer Science
Anna Patricia Villareal-Marcelo Anna Patricia Villareal-Marcelo's New England Financial Experience January 2011 - May 2011
Job Burbank Personal Finance Examiner at Examiner.com
Industry Financial Services
Experience
Examiner.com June 2013 - Present
Woodbury University August 2012 - December 2012
New England Financial January 2011 - May 2011
California State University, Northridge February 2008 - May 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Oral & Written..., Organization, Creativity, Ethics, Work Ethic, Learning Quickly, Pay Close Attention to..., Detailed Organization, Data Analysis, Time Management, Social Networking, Leadership
Education
Woodbury University 2011 — 2012
Master of Business Administration (MBA)
California State University-Northridge 2006 — 2011
Bachelor's degree, Finance, General
Examiner.com June 2013 - Present
Woodbury University August 2012 - December 2012
New England Financial January 2011 - May 2011
California State University, Northridge February 2008 - May 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Oral & Written..., Organization, Creativity, Ethics, Work Ethic, Learning Quickly, Pay Close Attention to..., Detailed Organization, Data Analysis, Time Management, Social Networking, Leadership
Education
Woodbury University 2011 — 2012
Master of Business Administration (MBA)
California State University-Northridge 2006 — 2011
Bachelor's degree, Finance, General
Staton Ann Mineshima Staton Ann Mineshima's New England Financial Experience August 2007 - February 2010
Job Spiritual Consultant/Life Guide
Industry Alternative Medicine
Experience
Staton Ann, LLC January 2010 - Present
The Lightstyle Network September 2012 - September 2013
New England Financial August 2007 - February 2010
Hale Kipa September 2002 - July 2007
Skills
Clairvoyant, Spiritual Response..., Spiritual Restructuring..., Writing, Editing, Production Planning, Media Production, Project Management, Program Management, Healing, Photoshop, Social Media Marketing, Social Media, Retirement Planning, Training, Research, Public Speaking, Public Relations, Strategic Planning, Fundraising, Series 7, Marketing, Investments, Estate Planning, Event Planning, Therapists, Social Networking, Coaching, Non-profits, Retirement, Long-term Care, Mutual Funds, Nonprofits
Education
Spiritual Response 2011 — 2011
Intuitive Healer, Spiritual Response Therapy, Spiritual Restructuring Therapy
Hawaii Pacific University 2006 — 2008
MBA, Business and Organizational Behavior
Brigham Young University 1999 — 2001
MS, Marriage & Family Therapy
Brigham Young University 1995 — 1999
BS, Marriage, Family, & Human Development
Staton Ann, LLC January 2010 - Present
The Lightstyle Network September 2012 - September 2013
New England Financial August 2007 - February 2010
Hale Kipa September 2002 - July 2007
Skills
Clairvoyant, Spiritual Response..., Spiritual Restructuring..., Writing, Editing, Production Planning, Media Production, Project Management, Program Management, Healing, Photoshop, Social Media Marketing, Social Media, Retirement Planning, Training, Research, Public Speaking, Public Relations, Strategic Planning, Fundraising, Series 7, Marketing, Investments, Estate Planning, Event Planning, Therapists, Social Networking, Coaching, Non-profits, Retirement, Long-term Care, Mutual Funds, Nonprofits
Education
Spiritual Response 2011 — 2011
Intuitive Healer, Spiritual Response Therapy, Spiritual Restructuring Therapy
Hawaii Pacific University 2006 — 2008
MBA, Business and Organizational Behavior
Brigham Young University 1999 — 2001
MS, Marriage & Family Therapy
Brigham Young University 1995 — 1999
BS, Marriage, Family, & Human Development
Adrian Concepcion, CFP®, ChFC®, CRPC®'s New England Financial Experience January 2004 - January 2007
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wealth Management October 2010 - Present
Morgan Stanley Smith Barney January 2007 - October 2010
New England Financial January 2004 - January 2007
WM Financial Services 2002 - 2003
Wells Fargo Investments 1998 - 2001
Wells Fargo Bank 1994 - 1997
Skills
Wealth Management, Financial Planning, Investments, Retirement Planning, Asset Management, Strategic Financial..., Asset Managment, Financial Advisory, Finance, Portfolio Management, Retirement, Financial Services, Wealth Management..., Wealth, Asset Allocation, Small Business
Education
University of Redlands 2004 — 2006
MBA, Finance Emphasis
San Diego State University-California State University
BS, Business Finance
California Polytechnic State University-San Luis Obispo
Aeronautical Engineering
Mt. Carmel High School
Diploma
Merrill Lynch Wealth Management October 2010 - Present
Morgan Stanley Smith Barney January 2007 - October 2010
New England Financial January 2004 - January 2007
WM Financial Services 2002 - 2003
Wells Fargo Investments 1998 - 2001
Wells Fargo Bank 1994 - 1997
Skills
Wealth Management, Financial Planning, Investments, Retirement Planning, Asset Management, Strategic Financial..., Asset Managment, Financial Advisory, Finance, Portfolio Management, Retirement, Financial Services, Wealth Management..., Wealth, Asset Allocation, Small Business
Education
University of Redlands 2004 — 2006
MBA, Finance Emphasis
San Diego State University-California State University
BS, Business Finance
California Polytechnic State University-San Luis Obispo
Aeronautical Engineering
Mt. Carmel High School
Diploma
Mark Harrington's New England Financial Experience 1989 - 2000
Job Talent Acquisition Consultant at State Street
Industry Human Resources
Experience
State Street February 2015 - Present
Delaware Life August 2013 - January 2015
Sun Life Financial June 2011 - August 2013
Liberty Mutual December 2010 - June 2011
John Hancock September 2007 - September 2010
Investors Bank & Trust May 2005 - July 2007
State Street 2000 - 2005
New England Financial 1989 - 2000
Skills
Full-cycle Recruiting, Social Networking, Brand Awareness, Interviewing, Hiring, Insurance, Onboarding, Interviews, Talent Management, Applicant Tracking..., Recruiting, SDLC, Human Resources, Talent Acquisition
Education
Boston College 1985 — 1989
Bachelor of Arts, English
State Street February 2015 - Present
Delaware Life August 2013 - January 2015
Sun Life Financial June 2011 - August 2013
Liberty Mutual December 2010 - June 2011
John Hancock September 2007 - September 2010
Investors Bank & Trust May 2005 - July 2007
State Street 2000 - 2005
New England Financial 1989 - 2000
Skills
Full-cycle Recruiting, Social Networking, Brand Awareness, Interviewing, Hiring, Insurance, Onboarding, Interviews, Talent Management, Applicant Tracking..., Recruiting, SDLC, Human Resources, Talent Acquisition
Education
Boston College 1985 — 1989
Bachelor of Arts, English
Theresa (Terry) Duncan, CFP® Theresa (Terry) Duncan, CFP®'s New England Financial Experience July 2008 - June 2010
Job Vice President / Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2010 - Present
New England Financial July 2008 - June 2010
Kochis Fitz Wealth Management June 2007 - September 2007
Education
Boston University 2007 — 2010
Certificate, Financial Planning and Services
California Polytechnic State University-San Luis Obispo 2005 — 2007
B.S., Business/Finance Concentration
Columbia College, Sonora CA 2002 — 2005
Associates' Degree, Mathematics
Charles Schwab June 2010 - Present
New England Financial July 2008 - June 2010
Kochis Fitz Wealth Management June 2007 - September 2007
Education
Boston University 2007 — 2010
Certificate, Financial Planning and Services
California Polytechnic State University-San Luis Obispo 2005 — 2007
B.S., Business/Finance Concentration
Columbia College, Sonora CA 2002 — 2005
Associates' Degree, Mathematics
Marc Michael Marc Michael's New England Financial Experience October 2008 - February 2013
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2013 - July 2015
New England Financial October 2008 - February 2013
AXA Advisors October 2007 - September 2008
AT&T November 1996 - November 2006
Skills
Leadership, Investments, Project Management, Retirement Planning, Disability Insurance, Financial Services, Strategic Planning, Fixed Annuities, Financial Analysis, Investment Strategies, Management, Microsoft Office, Portfolio Management, Strategic Financial..., Team Building, Financial Planning, Wealth Management, Mutual Funds, Asset Management, Life Insurance, Insurance, Program Management, IRAs, Investment Advisory, Financial Modeling, Public Speaking, Series 7, Retirement, Risk Management, Process Improvement
Education
Clemson University 1988 — 1993
BSME, Mechanical Engineering
Benjamin E. Mays High School 1984 — 1988
Southwest Middle School
Wells Fargo Advisors February 2013 - July 2015
New England Financial October 2008 - February 2013
AXA Advisors October 2007 - September 2008
AT&T November 1996 - November 2006
Skills
Leadership, Investments, Project Management, Retirement Planning, Disability Insurance, Financial Services, Strategic Planning, Fixed Annuities, Financial Analysis, Investment Strategies, Management, Microsoft Office, Portfolio Management, Strategic Financial..., Team Building, Financial Planning, Wealth Management, Mutual Funds, Asset Management, Life Insurance, Insurance, Program Management, IRAs, Investment Advisory, Financial Modeling, Public Speaking, Series 7, Retirement, Risk Management, Process Improvement
Education
Clemson University 1988 — 1993
BSME, Mechanical Engineering
Benjamin E. Mays High School 1984 — 1988
Southwest Middle School
Kristi Gerhardt's New England Financial Experience January 2005 - August 2007
Job General Merchandising Clerk
Industry Graphic Design
Experience
Safeway September 2012 - Present
Barnes & Noble November 2011 - February 2012
CORA USA October 2011 - January 2012
Radstone Photography August 2009 - August 2009
New England Financial January 2005 - August 2007
Skills
InDesign, Illustrator, Photoshop, Adobe Creative Suite, Keynote, Flash, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, iWork, Dreamweaver, Mac, Marketing, Graphic Design
Education
Pierce College 2010 — 2012
Certficate in Web Devleopment and Scripting
Brigham Young University - Idaho 2004 — 2010
B.S., Art (Graphic Design Emphasis) and Advertising
Safeway September 2012 - Present
Barnes & Noble November 2011 - February 2012
CORA USA October 2011 - January 2012
Radstone Photography August 2009 - August 2009
New England Financial January 2005 - August 2007
Skills
InDesign, Illustrator, Photoshop, Adobe Creative Suite, Keynote, Flash, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, iWork, Dreamweaver, Mac, Marketing, Graphic Design
Education
Pierce College 2010 — 2012
Certficate in Web Devleopment and Scripting
Brigham Young University - Idaho 2004 — 2010
B.S., Art (Graphic Design Emphasis) and Advertising
William Schnepp, LUTCF's New England Financial Experience January 2010 - May 2012
Job Financial Advisor at Mutual Financial Group.
Industry Financial Services
Experience
Bank Mutual January 2015 - Present
MassMutual Financial Group January 2014 - July 2015
Roell Capital Management, LLC May 2012 - December 2013
New England Financial January 2010 - May 2012
Insituform Technologies 2001 - 2009
Wisconsin Water & Sewer Servises, Inc. 1997 - 2001
Wisconsin Sewer & Construction, Inc. 1990 - 1997
CBOE 1985 - 1990
Skills
Retirement, Securities, Portfolio Management, Insurance, Investments, Strategic Financial..., Employee Benefits, Sales, Disability Insurance, Finance, Long Term Care Insurance, Mutual Funds, Health Insurance, Retirement Planning
Education
University of Wisconsin-Milwaukee 1981 — 1984
BS, Biology
Carroll College 1979 — 1981
Biology
Wauwatosa West 1977 — 1979
High School, College Prep
Bank Mutual January 2015 - Present
MassMutual Financial Group January 2014 - July 2015
Roell Capital Management, LLC May 2012 - December 2013
New England Financial January 2010 - May 2012
Insituform Technologies 2001 - 2009
Wisconsin Water & Sewer Servises, Inc. 1997 - 2001
Wisconsin Sewer & Construction, Inc. 1990 - 1997
CBOE 1985 - 1990
Skills
Retirement, Securities, Portfolio Management, Insurance, Investments, Strategic Financial..., Employee Benefits, Sales, Disability Insurance, Finance, Long Term Care Insurance, Mutual Funds, Health Insurance, Retirement Planning
Education
University of Wisconsin-Milwaukee 1981 — 1984
BS, Biology
Carroll College 1979 — 1981
Biology
Wauwatosa West 1977 — 1979
High School, College Prep
Geoffrey S. Gallo ChFC CExP's New England Financial Experience July 2001 - September 2003
Job Interim COO/CFO at FWM Tubular & Equipment Corporation
Industry Oil & Energy
Experience
FWM Tubular & Equipment Corporation - (Client Company) February 2015 - Present
Valve-tex Enterprises, Inc.- a Multi-Disciplined Consultancy January 2015 - Present
Lockwood International April 2014 - December 2014
Doeren Mayhew October 2008 - April 2014
Grant Williams LP December 2007 - December 2012
GLO CPAs, LLLP October 2007 - October 2008
Swart Baumruk Financial Services, Inc. September 2003 - April 2007
New England Financial July 2001 - September 2003
AXA Advisors May 1998 - July 2001
International Marketing Services & Ventures, Inc. January 1994 - April 1998
Skills
Estate Planning, Due Diligence, Life Insurance, Litigation Support, Forensic Accounting, Disability Insurance, Wealth Accumulation, Business, Strategic Financial..., Wealth Management, Business Planning, Investments, Retirement Planning, Tax, Accounting, Financial Analysis, Insurance, Strategic Planning, Valuation, Risk Management, Strategic Finance, Financial Reporting, Commercial Lending, Managerial Finance, Business Valuation, Entrepreneurship, Mergers & Acquisitions, Finance, Business Development, Employee Benefits, Strategy, Small Business, Leadership, Asset Management, Financial Services, High Net Worth..., Management, Financial Planners, Budgets, Portfolio Management, Business Strategy, 401k, Financial Advisory, Financial Modeling, Corporate Finance, Securities, Asset Allocation, Financial Planning
Education
Bucknell University 1978 — 1982
BA, Economics
Business Enterprise Institute 2009 — 2010
CExP, Business Owner Exit Planning
The American College 1997 — 1999
ChFC, Financial Planning
FWM Tubular & Equipment Corporation - (Client Company) February 2015 - Present
Valve-tex Enterprises, Inc.- a Multi-Disciplined Consultancy January 2015 - Present
Lockwood International April 2014 - December 2014
Doeren Mayhew October 2008 - April 2014
Grant Williams LP December 2007 - December 2012
GLO CPAs, LLLP October 2007 - October 2008
Swart Baumruk Financial Services, Inc. September 2003 - April 2007
New England Financial July 2001 - September 2003
AXA Advisors May 1998 - July 2001
International Marketing Services & Ventures, Inc. January 1994 - April 1998
Skills
Estate Planning, Due Diligence, Life Insurance, Litigation Support, Forensic Accounting, Disability Insurance, Wealth Accumulation, Business, Strategic Financial..., Wealth Management, Business Planning, Investments, Retirement Planning, Tax, Accounting, Financial Analysis, Insurance, Strategic Planning, Valuation, Risk Management, Strategic Finance, Financial Reporting, Commercial Lending, Managerial Finance, Business Valuation, Entrepreneurship, Mergers & Acquisitions, Finance, Business Development, Employee Benefits, Strategy, Small Business, Leadership, Asset Management, Financial Services, High Net Worth..., Management, Financial Planners, Budgets, Portfolio Management, Business Strategy, 401k, Financial Advisory, Financial Modeling, Corporate Finance, Securities, Asset Allocation, Financial Planning
Education
Bucknell University 1978 — 1982
BA, Economics
Business Enterprise Institute 2009 — 2010
CExP, Business Owner Exit Planning
The American College 1997 — 1999
ChFC, Financial Planning
Henry Castillo Henry Castillo's New England Financial Experience August 2008 - December 2009
Job Realtor/Insurance Agent
Industry Financial Services
Experience
GE Castle Investments, LLC December 2012 - April 2014
Principal Financial Group April 2010 - December 2012
Principal Financial Group April 2010 - December 2012
New England Financial August 2008 - December 2009
Skills
Investments, Negotiation, Strategic Planning, Management, Business Strategy, Insurance, Finance, Strategic Financial..., Corporate Finance, New Business Development, Marketing Strategy, Financial Services, Banking, Life Insurance, Leadership, Business Planning, Small Business, Series 7, Retirement Planning, Real Estate, Retirement, Estate Planning, Fixed Annuities, Real Estate Transactions, Financial Analysis, Risk Management, Disability Insurance, Asset Management, Wealth Management, Portfolio Management, Project Planning, Strategy, Due Diligence, Business Development, Executive Management, Management Consulting, Credit, Financial Modeling, Forecasting, Valuation, Financial Advisory, Mutual Funds, Investment Advisory
Education
Universidad Catolica Andres Bello
Masters Degree, Financial Institutions, Banking and Currency
Florida International University 1979 — 1982
Bachelor of Science (B.S.), Civil Engineer
Broward Community College
Associate of Science (A.S.), Civil Engineering and Contracting
GE Castle Investments, LLC December 2012 - April 2014
Principal Financial Group April 2010 - December 2012
Principal Financial Group April 2010 - December 2012
New England Financial August 2008 - December 2009
Skills
Investments, Negotiation, Strategic Planning, Management, Business Strategy, Insurance, Finance, Strategic Financial..., Corporate Finance, New Business Development, Marketing Strategy, Financial Services, Banking, Life Insurance, Leadership, Business Planning, Small Business, Series 7, Retirement Planning, Real Estate, Retirement, Estate Planning, Fixed Annuities, Real Estate Transactions, Financial Analysis, Risk Management, Disability Insurance, Asset Management, Wealth Management, Portfolio Management, Project Planning, Strategy, Due Diligence, Business Development, Executive Management, Management Consulting, Credit, Financial Modeling, Forecasting, Valuation, Financial Advisory, Mutual Funds, Investment Advisory
Education
Universidad Catolica Andres Bello
Masters Degree, Financial Institutions, Banking and Currency
Florida International University 1979 — 1982
Bachelor of Science (B.S.), Civil Engineer
Broward Community College
Associate of Science (A.S.), Civil Engineering and Contracting
Harry Benson Harry Benson's New England Financial Experience July 1992 - October 2003
Job Broker/ Registered Representative at Spectrum Financial Group
Industry Financial Services
Experience
Spectrum Financial Group November 2003 - Present
New England Financial July 1992 - October 2003
Education
New York University - Leonard N. Stern School of Business
MBA, Marketing, Economics
City University of New York City College
BS, Psychology
Spectrum Financial Group November 2003 - Present
New England Financial July 1992 - October 2003
Education
New York University - Leonard N. Stern School of Business
MBA, Marketing, Economics
City University of New York City College
BS, Psychology
Lori Nicolet Lori Nicolet's New England Financial Experience February 2003 - January 2005
Job Currently Seeking New Opportunities as Office Manager, Branch Administrator, Team Supervisor or Executive Assistant
Industry Financial Services
Experience
Nicolet Family Partners September 2006 - Present
Morgan Stanley Smith Barney April 2011 - October 2011
Matthews International Capital Management July 2010 - February 2011
Personal Assistant September 2009 - June 2010
Merrill Lynch October 2007 - May 2009
RBC Dain Rauscher January 2005 - September 2007
New England Financial February 2003 - January 2005
Franklin Templeton Investments October 1998 - January 2002
Franklin Templeton Investments January 1995 - September 1998
Skills
Office Management, Customer Service, Event Planning, Operations Management, Customer Acquisition, Training, Team Building, Customer Retention, Event Management, Interviewing Skills, Hiring Employees, Office Administration, Customer Satisfaction, Corporate Events, Department..., Personnel Supervision, Relationship Management, Vendor Relationships, Coordinating Special..., Travel Management, Calendaring, Expense Management, Bookkeeping, Invoice Processing, Property Management, Billing Process, Microsoft Office, Executive...
Education
California State University-Chico
Bachelor of Arts, Major in Sociology; Minors in Business Administration and Psychology
Nicolet Family Partners September 2006 - Present
Morgan Stanley Smith Barney April 2011 - October 2011
Matthews International Capital Management July 2010 - February 2011
Personal Assistant September 2009 - June 2010
Merrill Lynch October 2007 - May 2009
RBC Dain Rauscher January 2005 - September 2007
New England Financial February 2003 - January 2005
Franklin Templeton Investments October 1998 - January 2002
Franklin Templeton Investments January 1995 - September 1998
Skills
Office Management, Customer Service, Event Planning, Operations Management, Customer Acquisition, Training, Team Building, Customer Retention, Event Management, Interviewing Skills, Hiring Employees, Office Administration, Customer Satisfaction, Corporate Events, Department..., Personnel Supervision, Relationship Management, Vendor Relationships, Coordinating Special..., Travel Management, Calendaring, Expense Management, Bookkeeping, Invoice Processing, Property Management, Billing Process, Microsoft Office, Executive...
Education
California State University-Chico
Bachelor of Arts, Major in Sociology; Minors in Business Administration and Psychology
David Muilenberg CLU, ChFC, AIF's New England Financial Experience June 1978 - January 2003
Job Owner and Registered Principal at Discovery Financial,LLC
Industry Financial Services
Experience
Discovery Financial, LLC January 2003 - Present
NAIFA-Michigan 2013 - 2014
LPL Financial 2003 - 2014
LPL Financial 2003 - 2014
New England Financial June 1978 - January 2003
Skills
Financial Services, Investments, Team Building, Financial Advisory, Securities, Investment Advisory, Estate Planning, Insurance, Succession Planning, FINRA, Finance, Retirement Planning, Wealth Management, Term Life Insurance, Whole Life, Financial Planners, Life Insurance, Strategic Financial..., Fixed Annuities, Series 7, Mutual Funds, Retirement, Leadership
Education
Calvin College 1979 — 1982
BS, Psychology/Business
Grand Rapids Christian High 1975 — 1978
Discovery Financial, LLC January 2003 - Present
NAIFA-Michigan 2013 - 2014
LPL Financial 2003 - 2014
LPL Financial 2003 - 2014
New England Financial June 1978 - January 2003
Skills
Financial Services, Investments, Team Building, Financial Advisory, Securities, Investment Advisory, Estate Planning, Insurance, Succession Planning, FINRA, Finance, Retirement Planning, Wealth Management, Term Life Insurance, Whole Life, Financial Planners, Life Insurance, Strategic Financial..., Fixed Annuities, Series 7, Mutual Funds, Retirement, Leadership
Education
Calvin College 1979 — 1982
BS, Psychology/Business
Grand Rapids Christian High 1975 — 1978
David Cechanowicz, JD, MSFS, CLU, ChFC David Cechanowicz, JD, MSFS, CLU, ChFC's New England Financial Experience August 2008 - May 2014
Job Director of Education at Social Security Timing
Industry Financial Services
Experience
Social Security Timing June 2014 - Present
Strategic Wealth Associates August 2008 - June 2014
New England Financial August 2008 - May 2014
David A Cechanowicz & Associates June 1980 - August 2008
Personal Wealth Advisors June 1999 - June 2005
Skills
Estate Tax Planning, Strategic Financial..., Social Security..., Qualified retirement..., Qualified Plan..., Wealth Management, Retirement Planning
Education
University of Michigan
MS, Near Eastern Language and Literature
Central Michigan University
B.A., History, Linguistics
The American College
MSFS, Finance, Economics, Business Planning
The University of New Mexico School of Law 2005 — 2007
JD, Law
Social Security Timing June 2014 - Present
Strategic Wealth Associates August 2008 - June 2014
New England Financial August 2008 - May 2014
David A Cechanowicz & Associates June 1980 - August 2008
Personal Wealth Advisors June 1999 - June 2005
Skills
Estate Tax Planning, Strategic Financial..., Social Security..., Qualified retirement..., Qualified Plan..., Wealth Management, Retirement Planning
Education
University of Michigan
MS, Near Eastern Language and Literature
Central Michigan University
B.A., History, Linguistics
The American College
MSFS, Finance, Economics, Business Planning
The University of New Mexico School of Law 2005 — 2007
JD, Law
Jack Kuchlenz Jack Kuchlenz's New England Financial Experience January 2008 - September 2008
Job Consultant at Advanced Business Integrators, Inc.
Industry Computer Software
Experience
ABI Inc. September 2008 - Present
New England Financial January 2008 - September 2008
Lincoln Financial Group February 2003 - December 2007
Factset Research Systems November 2000 - June 2002
Skills
Finance, Investments, Leadership, Nonprofits, Program Management, Project Planning, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo 1998 — 2000
B.S., Economics w/ Finance Concentration
Sierra College 1995 — 1998
AA, Liberal Studies
ABI Inc. September 2008 - Present
New England Financial January 2008 - September 2008
Lincoln Financial Group February 2003 - December 2007
Factset Research Systems November 2000 - June 2002
Skills
Finance, Investments, Leadership, Nonprofits, Program Management, Project Planning, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo 1998 — 2000
B.S., Economics w/ Finance Concentration
Sierra College 1995 — 1998
AA, Liberal Studies
Tom Martin III, PhD Tom Martin III, PhD's New England Financial Experience April 2003 - September 2005
Job Over 15 years success exceeding quota and earning Top Ranks for Marketing and Sales
Industry Hospitality
Experience
Elite Supply September 2015 - Present
Hilton Grand Vacations April 2012 - Present
www.usaweightlifting.org March 1997 - Present
Holiday Inn Club - Vacation Ownership August 2009 - April 2012
Orange Lake Resorts August 2009 - June 2010
Wyndham Vacation Ownership April 2007 - December 2008
RCI Gold Crown / Plantation Resort September 2005 - April 2007
Midstate Tool & Supply, INC February 1989 - November 2006
New England Financial April 2003 - September 2005
American Express April 2002 - April 2003
Skills
Financial Planning, Timeshare/Vacation..., Manufacturing Management, Master Wholesale..., Master Wholesale..., Banking, Marketing Strategy, Budgeting, Negotiation, Sales Management, Small Business, Customer Relations, Business Strategy, New Business Development, Business Planning, Problem Solving, Excel, Outlook, PowerPoint, Team Building, Mentoring, Forecasting, Executive Management, Real Estate, Lead Generation, Contract Negotiation, Mergers, Strategic Planning, Word, Customer Service, Microsoft Excel, Budgets, Microsoft Word, Strategic Financial..., Selling, Sales, Tourism, Strategy, Hotels, Marketing, Training, Management, Event Management, Advertising, Hospitality, B2B, Call Centers, Strategic Partnerships, Direct Marketing, Direct Sales
Education
Private Business Education 1989 — 2004
Certificate, Business
Park wood DBA University of Kent 2000 — 2002
PhD, Business and Physical Education, 4.0
Life University 1997 — 1999
Pre Chiropractic credits, Chiropractic Care and Applied Kinesiology
California University of Pennsylvania 1987 — 1989
Pre D.C. College undergrad, Business and Physical Education
Elite Supply September 2015 - Present
Hilton Grand Vacations April 2012 - Present
www.usaweightlifting.org March 1997 - Present
Holiday Inn Club - Vacation Ownership August 2009 - April 2012
Orange Lake Resorts August 2009 - June 2010
Wyndham Vacation Ownership April 2007 - December 2008
RCI Gold Crown / Plantation Resort September 2005 - April 2007
Midstate Tool & Supply, INC February 1989 - November 2006
New England Financial April 2003 - September 2005
American Express April 2002 - April 2003
Skills
Financial Planning, Timeshare/Vacation..., Manufacturing Management, Master Wholesale..., Master Wholesale..., Banking, Marketing Strategy, Budgeting, Negotiation, Sales Management, Small Business, Customer Relations, Business Strategy, New Business Development, Business Planning, Problem Solving, Excel, Outlook, PowerPoint, Team Building, Mentoring, Forecasting, Executive Management, Real Estate, Lead Generation, Contract Negotiation, Mergers, Strategic Planning, Word, Customer Service, Microsoft Excel, Budgets, Microsoft Word, Strategic Financial..., Selling, Sales, Tourism, Strategy, Hotels, Marketing, Training, Management, Event Management, Advertising, Hospitality, B2B, Call Centers, Strategic Partnerships, Direct Marketing, Direct Sales
Education
Private Business Education 1989 — 2004
Certificate, Business
Park wood DBA University of Kent 2000 — 2002
PhD, Business and Physical Education, 4.0
Life University 1997 — 1999
Pre Chiropractic credits, Chiropractic Care and Applied Kinesiology
California University of Pennsylvania 1987 — 1989
Pre D.C. College undergrad, Business and Physical Education
Amy Bordes, MA, PHR's New England Financial Experience January 1995 - September 2000
Job Organizational Psychologist and Learning and OD Specialist
Industry Professional Training & Coaching
Experience
Summit Consulting April 2014 - Present
The Talbots, Inc. April 2012 - January 2014
UNFI May 2009 - June 2011
UNFI December 2005 - May 2009
US ARMY LOGISTICS MODERNIZATION PROGRAM February 2004 - December 2005
Raytheon Technical Services Company September 2000 - April 2002
New England Financial January 1995 - September 2000
Skills
Business Process Mapping, Training Needs Analysis, Succession Planning, Change Management, 360 Feedback, Organizational Design, Training Delivery, Executive Coaching, Employee Relations, Coaching, Workshop Facilitation, Project Management, Career Development, Talent Acquisition, Organizational..., Performance Improvement, Consulting, Management, Training, Training, Onboarding
Education
University of California, Berkeley, Haas School of Business 2013 — 2013
Executive Development - EXECONLINE, Leading Innovative Change
Massachusetts School of Professional Psychology 2010 — 2011
MA Organizational Psychology, Organizational Psychology
Bryant University 2007 — 2008
PHR, PHR Preparation Course
Rhode Island College 1990 — 1994
BA, Music
Summit Consulting April 2014 - Present
The Talbots, Inc. April 2012 - January 2014
UNFI May 2009 - June 2011
UNFI December 2005 - May 2009
US ARMY LOGISTICS MODERNIZATION PROGRAM February 2004 - December 2005
Raytheon Technical Services Company September 2000 - April 2002
New England Financial January 1995 - September 2000
Skills
Business Process Mapping, Training Needs Analysis, Succession Planning, Change Management, 360 Feedback, Organizational Design, Training Delivery, Executive Coaching, Employee Relations, Coaching, Workshop Facilitation, Project Management, Career Development, Talent Acquisition, Organizational..., Performance Improvement, Consulting, Management, Training, Training, Onboarding
Education
University of California, Berkeley, Haas School of Business 2013 — 2013
Executive Development - EXECONLINE, Leading Innovative Change
Massachusetts School of Professional Psychology 2010 — 2011
MA Organizational Psychology, Organizational Psychology
Bryant University 2007 — 2008
PHR, PHR Preparation Course
Rhode Island College 1990 — 1994
BA, Music
Jason Wingert's New England Financial Experience August 2002 - August 2004
Job Founder at Wingert Real Estate Company / Wingert Oil and Gas / Wingert Investments
Industry Real Estate
Experience
Wingert Real Estate Company August 2011 - Present
Commercial Real Estate Broker / Apartment Locator / Wingert Family Investments January 2004 - November 2011
Colliers INTERNATIONAL March 2009 - April 2011
Lone Star High School Football June 2005 - October 2005
JP Morgan Chase September 2004 - June 2005
New England Financial August 2002 - August 2004
Valta Communications June 2000 - May 2002
Skills
Brokerage, Real Estate, Property Management, Commercial Real Estate, Investments, Marketing, Sellers, New Business Development, Sales, Insurance, Real Estate Development, Disposition, Portfolio Management, Leases, Residential Homes, Listings, Finance, Apartments, Management, Asset Management, Location Intelligence, Valuation, Investment Sales, Tenant, Investors, Commercial Leasing, Retail, Corporate Real Estate, Real Estate Transactions, Investment Properties, Real Estate Economics, Networking, Dispositions, Contract Negotiation
Education
Centenary College of Louisiana 1996 — 2001
BS, Business and Finance
Highland Park High School 1992 — 1996
High School, High School
Wingert Real Estate Company August 2011 - Present
Commercial Real Estate Broker / Apartment Locator / Wingert Family Investments January 2004 - November 2011
Colliers INTERNATIONAL March 2009 - April 2011
Lone Star High School Football June 2005 - October 2005
JP Morgan Chase September 2004 - June 2005
New England Financial August 2002 - August 2004
Valta Communications June 2000 - May 2002
Skills
Brokerage, Real Estate, Property Management, Commercial Real Estate, Investments, Marketing, Sellers, New Business Development, Sales, Insurance, Real Estate Development, Disposition, Portfolio Management, Leases, Residential Homes, Listings, Finance, Apartments, Management, Asset Management, Location Intelligence, Valuation, Investment Sales, Tenant, Investors, Commercial Leasing, Retail, Corporate Real Estate, Real Estate Transactions, Investment Properties, Real Estate Economics, Networking, Dispositions, Contract Negotiation
Education
Centenary College of Louisiana 1996 — 2001
BS, Business and Finance
Highland Park High School 1992 — 1996
High School, High School
R. Sherman On's New England Financial Experience January 2012 - December 2014
Job Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2015 - Present
MetLife April 2014 - August 2015
New England Financial January 2012 - December 2014
New England Financial November 2010 - December 2011
Northwestern Mutual June 2006 - November 2010
Bankers Life and Casualty June 2005 - June 2006
Kohl's Department Stores December 2003 - August 2005
ShopKo October 2002 - December 2003
Reeser's Fine Foods June 2002 - August 2002
Education
Brigham Young University 1997 — 2010
BA, International Studies
Abbotsholme
Principal Financial Group September 2015 - Present
MetLife April 2014 - August 2015
New England Financial January 2012 - December 2014
New England Financial November 2010 - December 2011
Northwestern Mutual June 2006 - November 2010
Bankers Life and Casualty June 2005 - June 2006
Kohl's Department Stores December 2003 - August 2005
ShopKo October 2002 - December 2003
Reeser's Fine Foods June 2002 - August 2002
Education
Brigham Young University 1997 — 2010
BA, International Studies
Abbotsholme
Leslie Inman's New England Financial Experience 2000 - July 2002
Job Customer Engagement Initiative Project Director at Girl Scouts of Maine
Industry Marketing and Advertising
Experience
Girl Scouts of Maine June 2015 - Present
Maine Media Workshops 2011 - 2014
Various Non-Profit Organizations 2007 - 2011
Coldwell Banker LinWood Real Estate January 2009 - June 2010
Johnson & Wales University 2003 - 2005
New England Financial 2000 - July 2002
Ameritas Life Insurance Corp. 1994 - 2000
American Bankers Insurance Group 1989 - 1994
Skills
Management, Leadership, Project Management, Marketing, Sales, Team Leadership, Fundraising, Training, Project Planning, Organizational..., Strategic Partnerships, Organizational..., Strategic Planning, Business Planning, Marketing Management, Business Development, Sales Management, Research, Photoshop, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint
Education
Boston University
MBA with Honors, Organizational Behavior
Boston University
BLS, Magna Cum Laude, Psychology
LIMRA & Babson College
LLIF (LIMRA Leadership Institute Fellow)
Girl Scouts of Maine June 2015 - Present
Maine Media Workshops 2011 - 2014
Various Non-Profit Organizations 2007 - 2011
Coldwell Banker LinWood Real Estate January 2009 - June 2010
Johnson & Wales University 2003 - 2005
New England Financial 2000 - July 2002
Ameritas Life Insurance Corp. 1994 - 2000
American Bankers Insurance Group 1989 - 1994
Skills
Management, Leadership, Project Management, Marketing, Sales, Team Leadership, Fundraising, Training, Project Planning, Organizational..., Strategic Partnerships, Organizational..., Strategic Planning, Business Planning, Marketing Management, Business Development, Sales Management, Research, Photoshop, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint
Education
Boston University
MBA with Honors, Organizational Behavior
Boston University
BLS, Magna Cum Laude, Psychology
LIMRA & Babson College
LLIF (LIMRA Leadership Institute Fellow)
Brad Kahan's New England Financial Experience September 2012 - April 2013
Job Financial Services
Industry Financial Services
Experience
SC Distributors February 2015 - Present
SC Distributors February 2014 - February 2015
Steadfast Companies April 2013 - February 2014
New England Financial September 2012 - April 2013
Mike Green Fire Protection March 2009 - September 2012
Michael Page International April 2008 - March 2009
Digital Artist Management June 2006 - March 2008
Skills
Business Development, Sales, Customer Service, Financial Services, Cold Calling, Technical Recruiting, Talent Acquisition, Recruiting, Account Management, Networking, Human Resources, Sourcing, Interviews, Marketing, Management, Training
Education
California State University-Chico 2002 — 2006
Bachelor of Arts (B.A.)
SC Distributors February 2015 - Present
SC Distributors February 2014 - February 2015
Steadfast Companies April 2013 - February 2014
New England Financial September 2012 - April 2013
Mike Green Fire Protection March 2009 - September 2012
Michael Page International April 2008 - March 2009
Digital Artist Management June 2006 - March 2008
Skills
Business Development, Sales, Customer Service, Financial Services, Cold Calling, Technical Recruiting, Talent Acquisition, Recruiting, Account Management, Networking, Human Resources, Sourcing, Interviews, Marketing, Management, Training
Education
California State University-Chico 2002 — 2006
Bachelor of Arts (B.A.)
Natasha Ohene, M.Ed. Natasha Ohene, M.Ed.'s New England Financial Experience October 2003 - March 2004
Job Education Management Professional
Industry Education Management
Experience
MGH Institute of Health Professions May 2013 - Present
Boston Teacher Residency 2008 - 2011
Brigham & Women's Hospital/Harvard Medical School June 2007 - December 2008
Boston Medical Center June 2006 - July 2007
Boston University May 2005 - August 2005
Bay State College October 2003 - May 2004
New England Financial October 2003 - March 2004
Tufts Health Plan November 2001 - March 2002
Putnam Investments June 2000 - October 2001
HealthQuarters November 1998 - June 2000
Skills
Admissions, Admissions Counseling, Higher Education, Non-profit..., Adult Education, Healthcare Management, Health Education, Staff Development
Education
Northeastern University 2008 — 2010
Master of Education (M.Ed.), Higher Education/Higher Education Administration
Boston University
Bachelor of Science (B.S.), Sociology
MGH Institute of Health Professions May 2013 - Present
Boston Teacher Residency 2008 - 2011
Brigham & Women's Hospital/Harvard Medical School June 2007 - December 2008
Boston Medical Center June 2006 - July 2007
Boston University May 2005 - August 2005
Bay State College October 2003 - May 2004
New England Financial October 2003 - March 2004
Tufts Health Plan November 2001 - March 2002
Putnam Investments June 2000 - October 2001
HealthQuarters November 1998 - June 2000
Skills
Admissions, Admissions Counseling, Higher Education, Non-profit..., Adult Education, Healthcare Management, Health Education, Staff Development
Education
Northeastern University 2008 — 2010
Master of Education (M.Ed.), Higher Education/Higher Education Administration
Boston University
Bachelor of Science (B.S.), Sociology
Andrew Babicz's New England Financial Experience 2003 - 2003
Job Executing successful Account Based Marketing strategies for leading B2B companies
Industry Online Media
Experience
Demandbase June 2014 - Present
Ziff Davis, LLC June 2013 - June 2014
Ziff Davis January 2011 - June 2013
AIG 2009 - 2011
Sun Life Financial 2007 - 2009
Sun Life Financial 2006 - 2007
Sloane & Walsh LLP 2005 - 2005
MFS Investment Management 2004 - 2005
New England Financial 2003 - 2003
Skills
Lead Generation, B2B, Online Advertising, CRM, New Business Development, Demand Generation, Sales Process, Account Based Marketing, B2B Marketing, Online Marketing, Sales, Insurance, Salesforce.com, SaaS, Sales Management, PPC, Strategy, Leadership, Strategic Partnerships, Business Planning, Email Marketing, Direct Sales, Business Development, Cloud Computing, Investments, Annuities, Mutual Funds, 401k, Asset Management, Media, Cost Per Lead, Cost Per Acquisition, Online Lead Generation, Webinars, D&O, Online Media Management, Online Content Creation, Sales Leadership..., Mentoring, Accountability, Customer Retention, Pre-sales
Education
Northeastern University 2001 — 2005
Bachelor of Science from D'Amore-McKim School of Business, Finance & Insurance
Boston University 2009 — 2009
Certified Financial Planner Course
Scotch Plains Fanwood High School 1998 — 2001
Demandbase June 2014 - Present
Ziff Davis, LLC June 2013 - June 2014
Ziff Davis January 2011 - June 2013
AIG 2009 - 2011
Sun Life Financial 2007 - 2009
Sun Life Financial 2006 - 2007
Sloane & Walsh LLP 2005 - 2005
MFS Investment Management 2004 - 2005
New England Financial 2003 - 2003
Skills
Lead Generation, B2B, Online Advertising, CRM, New Business Development, Demand Generation, Sales Process, Account Based Marketing, B2B Marketing, Online Marketing, Sales, Insurance, Salesforce.com, SaaS, Sales Management, PPC, Strategy, Leadership, Strategic Partnerships, Business Planning, Email Marketing, Direct Sales, Business Development, Cloud Computing, Investments, Annuities, Mutual Funds, 401k, Asset Management, Media, Cost Per Lead, Cost Per Acquisition, Online Lead Generation, Webinars, D&O, Online Media Management, Online Content Creation, Sales Leadership..., Mentoring, Accountability, Customer Retention, Pre-sales
Education
Northeastern University 2001 — 2005
Bachelor of Science from D'Amore-McKim School of Business, Finance & Insurance
Boston University 2009 — 2009
Certified Financial Planner Course
Scotch Plains Fanwood High School 1998 — 2001
Cesar Gabriel Hernandez Frieri's New England Financial Experience March 1999 - May 2001
Job Head of Sales en Global Strategic Investments
Industry Financial Services
Experience
Global Securities Brokerage Holdings March 2001 - Present
Global Strategic Investments January 2001 - Present
Ministries Christ for the Americas January 2001 - January 2012
New England Financial March 1999 - May 2001
Gustavo Hernandez y Cia January 1986 - June 1999
Skills
Asset Management, Wealth Management, Customer Relations, Insurance Planning, Long Term Care, Banking, 401k
Education
Boston University 1982 — 1986
Bachelor of Science, Manufacturing Engineering
Colegio Jorge Washington 1968 — 1982
Highschool, Highschool
Global Securities Brokerage Holdings March 2001 - Present
Global Strategic Investments January 2001 - Present
Ministries Christ for the Americas January 2001 - January 2012
New England Financial March 1999 - May 2001
Gustavo Hernandez y Cia January 1986 - June 1999
Skills
Asset Management, Wealth Management, Customer Relations, Insurance Planning, Long Term Care, Banking, 401k
Education
Boston University 1982 — 1986
Bachelor of Science, Manufacturing Engineering
Colegio Jorge Washington 1968 — 1982
Highschool, Highschool
Greg Rubens Greg Rubens's New England Financial Experience January 2012 - July 2013
Job National Account Manager at Redwood Logistics
Industry Logistics and Supply Chain
Experience
Guaranteed Rate May 2014 - February 2015
Guaranteed Rate May 2014 - May 2014
Guaranteed Rate January 2014 - May 2014
Guaranteed Rate August 2013 - December 2013
New England Financial January 2012 - July 2013
COUNTRY ® Financial November 2010 - November 2011
JPMorgan Chase July 2005 - October 2010
Fifth Third Bank March 2004 - July 2005
Bank One May 2002 - March 2004
Skills
Finance, Investments, Strategic Financial..., Loans, Banking, Sales, Financial Services, Customer Service, Insurance, Small Business, Mortgage Lending, Start-ups, Employee Benefits, Financial Advisory, Financial Planning, Securities, Relationship Management, Portfolio Management, Financial Analysis, Training, Retirement Planning, Account Management, FINRA, Risk Management, New Business Development, Cold Calling, Mortgage Servicing, Video Production, Bass Guitar, Karaoke, Music Creation, Logistics, FTL, LTL, Rail, Reefer, Flatbed, Freight, Shipping, 3PL, Truckload, Transportation, Container, Supply Chain, Warehousing
Education
Northern Illinois University
Bachelors, Business Administration
College for Financial Planning 2005 — 2007
Financial Planning and Services
Lake Zurich High School
Guaranteed Rate May 2014 - February 2015
Guaranteed Rate May 2014 - May 2014
Guaranteed Rate January 2014 - May 2014
Guaranteed Rate August 2013 - December 2013
New England Financial January 2012 - July 2013
COUNTRY ® Financial November 2010 - November 2011
JPMorgan Chase July 2005 - October 2010
Fifth Third Bank March 2004 - July 2005
Bank One May 2002 - March 2004
Skills
Finance, Investments, Strategic Financial..., Loans, Banking, Sales, Financial Services, Customer Service, Insurance, Small Business, Mortgage Lending, Start-ups, Employee Benefits, Financial Advisory, Financial Planning, Securities, Relationship Management, Portfolio Management, Financial Analysis, Training, Retirement Planning, Account Management, FINRA, Risk Management, New Business Development, Cold Calling, Mortgage Servicing, Video Production, Bass Guitar, Karaoke, Music Creation, Logistics, FTL, LTL, Rail, Reefer, Flatbed, Freight, Shipping, 3PL, Truckload, Transportation, Container, Supply Chain, Warehousing
Education
Northern Illinois University
Bachelors, Business Administration
College for Financial Planning 2005 — 2007
Financial Planning and Services
Lake Zurich High School
Samuel Jocelyn Samuel Jocelyn's New England Financial Experience February 1990 - October 2002
Job Senior Support and Developer at Rocket Software
Industry Computer Software
Experience
Rocket Software November 2004 - Present
GBG Consulting Services 2003 - 2010
New England Financial February 1990 - October 2002
Skills
DNS, Servers, DHCP, VPN, Networking, Testing, Java, Quality Assurance, Training, Enterprise Software, Unix, SQL, .NET C# programming, Android Development, IOS iPhone/iPad..., vSphere
Education
Boston University
Software Engineering, Computer Software Engineering
Quincy College
Associate's degree, Computer Science
Rocket Software November 2004 - Present
GBG Consulting Services 2003 - 2010
New England Financial February 1990 - October 2002
Skills
DNS, Servers, DHCP, VPN, Networking, Testing, Java, Quality Assurance, Training, Enterprise Software, Unix, SQL, .NET C# programming, Android Development, IOS iPhone/iPad..., vSphere
Education
Boston University
Software Engineering, Computer Software Engineering
Quincy College
Associate's degree, Computer Science
Frank Jaffe, CFP® Frank Jaffe, CFP®'s New England Financial Experience 1988 - 1994
Job Financial Planner at Access Wealth Planning, LLC Ensuring That Your Personality is Reflected in Your Financial Plan
Industry Financial Services
Experience
Access Wealth Planning, LLC January 1994 - Present
New England Financial 1988 - 1994
Wall Street Training Program 1985 - 1988
Education
College for Financial Planning 1984 — 1990
Certified Financial Planner
Excelsior College 1983 — 1987
Bachelor of Science, Liberal Studies
Access Wealth Planning, LLC January 1994 - Present
New England Financial 1988 - 1994
Wall Street Training Program 1985 - 1988
Education
College for Financial Planning 1984 — 1990
Certified Financial Planner
Excelsior College 1983 — 1987
Bachelor of Science, Liberal Studies
Linda DAmore's New England Financial Experience September 1997 - June 1999
Job
Industry Retail
Experience
Blue Cross Blue Shield of Rhode Island December 2010 - November 2012
Public Sector Partners September 2010 - December 2010
Stop & Shop Supermarket Company February 2004 - September 2010
City Year Boston October 2002 - February 2004
Citizens Bank June 1999 - October 2002
New England Financial September 1997 - June 1999
D'Amore Training and Marketing Services April 1996 - September 1997
Total Learning Concepts April 1994 - April 1996
Environmental Protection Agency 1989 - 1994
Skills
Marketing, Organizational..., Strategic Planning, Call Center, MBTI, Retail, Management Development, Executive Management, Insurance, Hands-on Training, Employee Relations, Performance Management, Customer Service, Temporary Placement, Program Management, Training, Corporate Training, Catalogs, Leadership, Budgets
Education
Lesley University 1998 — 2000
M.S
Boston University 1988 — 1992
Bachelor of Science (BS)
Franklin Covey
Certification
Blue Cross Blue Shield of Rhode Island December 2010 - November 2012
Public Sector Partners September 2010 - December 2010
Stop & Shop Supermarket Company February 2004 - September 2010
City Year Boston October 2002 - February 2004
Citizens Bank June 1999 - October 2002
New England Financial September 1997 - June 1999
D'Amore Training and Marketing Services April 1996 - September 1997
Total Learning Concepts April 1994 - April 1996
Environmental Protection Agency 1989 - 1994
Skills
Marketing, Organizational..., Strategic Planning, Call Center, MBTI, Retail, Management Development, Executive Management, Insurance, Hands-on Training, Employee Relations, Performance Management, Customer Service, Temporary Placement, Program Management, Training, Corporate Training, Catalogs, Leadership, Budgets
Education
Lesley University 1998 — 2000
M.S
Boston University 1988 — 1992
Bachelor of Science (BS)
Franklin Covey
Certification
Mike Verroi's New England Financial Experience 2003 - 2008
Job VP, Financial Consultant
Industry Financial Services
Experience
Fidelity Investments 2010 - Present
Futurity First Insurance Group 2008 - 2009
MetLife Resources 2008 - 2008
New England Financial 2003 - 2008
New York Life Insurance 1991 - 2003
Skills
Retirement Planning, Training, Series 7, Mutual Funds, Leadership, Insurance, Retirement, Management, Estate Planning, Disability Insurance, Wealth Management, Sales, Sales Management, Fixed Annuities, 401k, Strategic Financial..., Small Business
Education
San Jose State University 1986 — 1988
MBA, Business Administration
Clemson University 1980 — 1984
BS, Mechanical Engineering
Fidelity Investments 2010 - Present
Futurity First Insurance Group 2008 - 2009
MetLife Resources 2008 - 2008
New England Financial 2003 - 2008
New York Life Insurance 1991 - 2003
Skills
Retirement Planning, Training, Series 7, Mutual Funds, Leadership, Insurance, Retirement, Management, Estate Planning, Disability Insurance, Wealth Management, Sales, Sales Management, Fixed Annuities, 401k, Strategic Financial..., Small Business
Education
San Jose State University 1986 — 1988
MBA, Business Administration
Clemson University 1980 — 1984
BS, Mechanical Engineering
Rich Balkcom Rich Balkcom's New England Financial Experience 1993 - 2013
Job CEO at BAI Financial
Industry Financial Services
Experience
LPL Financial June 2013 - Present
BAI Financial 1985 - Present
New England Financial 1993 - 2013
Phoenix Home Life 1980 - 1993
MetLife 1976 - 1980
MetLife 1974 - 1976
Merrill Lynch 1966 - 1974
Skills
Financial Counseling, Employee Benefits, Estate Planning, Retirement, Securities, Investments, Fixed Annuities, Retirement Planning, Insurance, Mutual Funds, Financial Advisory, Finance, Asset Allocation, Investment Advisory, Financial Services, Asset Management, Series 63, Series 7, Portfolio Management, Strategic Financial..., Wealth Management, Financial Risk, 401k, FINRA, Financial Accounting, Financial Counseling,...
Education
Bryant University 1975 — 1977
LPL Financial June 2013 - Present
BAI Financial 1985 - Present
New England Financial 1993 - 2013
Phoenix Home Life 1980 - 1993
MetLife 1976 - 1980
MetLife 1974 - 1976
Merrill Lynch 1966 - 1974
Skills
Financial Counseling, Employee Benefits, Estate Planning, Retirement, Securities, Investments, Fixed Annuities, Retirement Planning, Insurance, Mutual Funds, Financial Advisory, Finance, Asset Allocation, Investment Advisory, Financial Services, Asset Management, Series 63, Series 7, Portfolio Management, Strategic Financial..., Wealth Management, Financial Risk, 401k, FINRA, Financial Accounting, Financial Counseling,...
Education
Bryant University 1975 — 1977
Michael Okenquist, CPA, MST, CVA Michael Okenquist, CPA, MST, CVA's New England Financial Experience 1998 - 2000
Job Partner at Paresky Flitt & Company, LLP
Industry Accounting
Experience
Paresky Flitt & Company, LLP 2007 - Present
Paresky Flitt & Company, LLP June 2000 - 2007
New England Financial 1998 - 2000
Greenberg Rosenblatt Kull & Bitsoli, PC 1993 - 1998
Skills
Business Valuation, Business Tax Planning, Personal Tax Planning, Auditing, Business Brokerage, Management Consulting, Strategic Planning
Education
Bryant University 2004 — 2008
MST, Taxation
Nichols College 1998 — 2000
Master of Business Administration (M.B.A.)
Nichols College 1989 — 1993
Bachelor of Science (B.S.), Accounting
Paresky Flitt & Company, LLP 2007 - Present
Paresky Flitt & Company, LLP June 2000 - 2007
New England Financial 1998 - 2000
Greenberg Rosenblatt Kull & Bitsoli, PC 1993 - 1998
Skills
Business Valuation, Business Tax Planning, Personal Tax Planning, Auditing, Business Brokerage, Management Consulting, Strategic Planning
Education
Bryant University 2004 — 2008
MST, Taxation
Nichols College 1998 — 2000
Master of Business Administration (M.B.A.)
Nichols College 1989 — 1993
Bachelor of Science (B.S.), Accounting
Alex DaPron's New England Financial Experience June 2011 - February 2013
Job Area Sales Representative at Capital Group
Industry Investment Management
Experience
Capital Group January 2014 - Present
FAA-Chase Investments, a part of J.P. Morgan Securities LLC February 2013 - December 2013
New England Financial June 2011 - February 2013
Morgan Stanley Smith Barney June 2010 - September 2010
Education
Brigham Young University 2008 — 2011
BS, Economics
University of California, Irvine 2006 — 2008
Capital Group January 2014 - Present
FAA-Chase Investments, a part of J.P. Morgan Securities LLC February 2013 - December 2013
New England Financial June 2011 - February 2013
Morgan Stanley Smith Barney June 2010 - September 2010
Education
Brigham Young University 2008 — 2011
BS, Economics
University of California, Irvine 2006 — 2008
Jed Wooldridge's New England Financial Experience February 2010 - May 2010
Job Financial Analyst/ Manager at Main Street Renovations
Industry Financial Services
Experience
The Home Depot July 2010 - Present
Main Street Renovations May 2010 - Present
New England Financial February 2010 - May 2010
Clements Capital Funding May 2009 - August 2009
Education
Bowling Green State University 2005 — 2009
Bachelor of Science, Finance
The Home Depot July 2010 - Present
Main Street Renovations May 2010 - Present
New England Financial February 2010 - May 2010
Clements Capital Funding May 2009 - August 2009
Education
Bowling Green State University 2005 — 2009
Bachelor of Science, Finance
Ken Widdel Ken Widdel's New England Financial Experience December 1999 - February 2005
Job I specialize in nonqualified asset planning by creating the most taxeffecient accumulation and distribution plan.
Industry Financial Services
Experience
Creative Financial Partners February 2005 - Present
New England Financial December 1999 - February 2005
Savage and Associates December 1990 - December 1999
Century Companies of America / Lutheran Mutual Life October 1976 - December 1990
Skills
Long Term Care, Fixed Annuities, Retirement Planning, Estate Planning, *Mutual Funds, Disability Income..., Term Life Insurance, Permanent Life Insurance, *Variable Annuities, 401k, IRAs, Small Business
Education
Bowling Green State University 1974 — 1978
B.S., Business Education
Perrysburg High School 1970 — 1974
Creative Financial Partners February 2005 - Present
New England Financial December 1999 - February 2005
Savage and Associates December 1990 - December 1999
Century Companies of America / Lutheran Mutual Life October 1976 - December 1990
Skills
Long Term Care, Fixed Annuities, Retirement Planning, Estate Planning, *Mutual Funds, Disability Income..., Term Life Insurance, Permanent Life Insurance, *Variable Annuities, 401k, IRAs, Small Business
Education
Bowling Green State University 1974 — 1978
B.S., Business Education
Perrysburg High School 1970 — 1974
Lana Spaic's New England Financial Experience 2000 - 2001
Job Senior Associate Attorney at Tocci & Lee, LLC
Industry Law Practice
Experience
Tocci & Lee, LLC January 2014 - Present
Tocci, Goss & Lee March 2007 - January 2014
The Community Builders, Inc. 2006 - 2007
MFS September 2000 - September 2003
New England Financial 2000 - 2001
Boston Federal Reserve Bank June 1999 - September 2000
Scudder Kemper Investments 1998 - 2000
Scudder 1996 - 1997
Skills
Legal Research, Legal Writing, Immigration Law, Appeals, Employment-based..., H-1B, Naturalization, Immigration Issues, Visas, Adjustment Of Status, L-1, Family Law, Legal Issues, U.S. Immigration, Legal Assistance, L-1A, Legal Advice, Labor Certification, International Law, Westlaw, Lexis
Education
Suffolk University Law School 2003 — 2006
J.D., International Law Concentration
Lesley University 1998 — 2000
Masters, Business Management
Bridgewater State University 1989 — 1994
BS, Psychology and Education
Tocci & Lee, LLC January 2014 - Present
Tocci, Goss & Lee March 2007 - January 2014
The Community Builders, Inc. 2006 - 2007
MFS September 2000 - September 2003
New England Financial 2000 - 2001
Boston Federal Reserve Bank June 1999 - September 2000
Scudder Kemper Investments 1998 - 2000
Scudder 1996 - 1997
Skills
Legal Research, Legal Writing, Immigration Law, Appeals, Employment-based..., H-1B, Naturalization, Immigration Issues, Visas, Adjustment Of Status, L-1, Family Law, Legal Issues, U.S. Immigration, Legal Assistance, L-1A, Legal Advice, Labor Certification, International Law, Westlaw, Lexis
Education
Suffolk University Law School 2003 — 2006
J.D., International Law Concentration
Lesley University 1998 — 2000
Masters, Business Management
Bridgewater State University 1989 — 1994
BS, Psychology and Education
Larry Reiter's New England Financial Experience 1994 - January 1997
Job VP Client Solutions at Docupace Technologies
Industry Financial Services
Experience
Docupace Technologies June 2015 - Present
Scivantage November 2007 - June 2015
Scivantage, Financial Guidance Divsion November 2007 - October 2011
Unger Software Corporation January 1997 - November 2007
New England Financial 1994 - January 1997
Skills
Financial Technology, Contract Negotiation, Product Design, Sales Presentations, Sales Process, Product Management, Financial Planning, SaaS, Training, Financial Services, RFP, Vendor Relations, Account Management, Business Analysis, CRM, Risk Management, Strategic Partnerships, Strategy, Management, Portfolio Management, Cross-functional Team..., Executive Management
Education
Brandeis University 1986 — 1990
Bachelor of Arts (BA), Economics
Docupace Technologies June 2015 - Present
Scivantage November 2007 - June 2015
Scivantage, Financial Guidance Divsion November 2007 - October 2011
Unger Software Corporation January 1997 - November 2007
New England Financial 1994 - January 1997
Skills
Financial Technology, Contract Negotiation, Product Design, Sales Presentations, Sales Process, Product Management, Financial Planning, SaaS, Training, Financial Services, RFP, Vendor Relations, Account Management, Business Analysis, CRM, Risk Management, Strategic Partnerships, Strategy, Management, Portfolio Management, Cross-functional Team..., Executive Management
Education
Brandeis University 1986 — 1990
Bachelor of Arts (BA), Economics
Stephen Radis, CFA's New England Financial Experience February 2001 - March 2002
Job Portfolio Manager
Industry Investment Management
Experience
MetLife April 2008 - Present
Prudential Financial May 2005 - March 2008
Allstate August 2003 - May 2005
New England Financial February 2001 - March 2002
Skills
Portfolio Management, Fixed Income, Asset Management, Asset Allocation, Investments, Bloomberg, Alternative Investments, Investment Strategies, Investment Management, Financial Markets, Insurance, Securities
Education
Rutgers Graduate School of Management 2002 — 2005
MBA, Finance
Boston University 1996 — 2000
BS, Business Administration - Finance
CFA Institute
CFA Charterholder
Morris hills
MetLife April 2008 - Present
Prudential Financial May 2005 - March 2008
Allstate August 2003 - May 2005
New England Financial February 2001 - March 2002
Skills
Portfolio Management, Fixed Income, Asset Management, Asset Allocation, Investments, Bloomberg, Alternative Investments, Investment Strategies, Investment Management, Financial Markets, Insurance, Securities
Education
Rutgers Graduate School of Management 2002 — 2005
MBA, Finance
Boston University 1996 — 2000
BS, Business Administration - Finance
CFA Institute
CFA Charterholder
Morris hills
Steven Schwer's New England Financial Experience June 2001 - May 2013
Job Financial Advisor at Wayne Hummer Investments, a Wintrust Wealth Management Company
Industry Financial Services
Experience
Wayne Hummer Investments, a Wintrust Wealth Management Company May 2013 - Present
New England Financial June 2001 - May 2013
Skills
Securities, Finance, Investments, Retirement Planning, Series 7, Investment Advisory..., Financial Planning, Mutual Funds, Insurance, Portfolio Management
Education
Governors State University 1997 — 2000
Mount Carmel 1989 — 1994
Bradley University
Wayne Hummer Investments, a Wintrust Wealth Management Company May 2013 - Present
New England Financial June 2001 - May 2013
Skills
Securities, Finance, Investments, Retirement Planning, Series 7, Investment Advisory..., Financial Planning, Mutual Funds, Insurance, Portfolio Management
Education
Governors State University 1997 — 2000
Mount Carmel 1989 — 1994
Bradley University
Patti Reardon-Gordon's New England Financial Experience December 1993 - October 2000
Job Assistant Vice President, Information Management at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services July 2015 - Present
John Hancock Financial Services May 2013 - Present
John Hancock May 2012 - May 2013
John Hancock Financial Services November 2011 - May 2012
John Hancock Financial Services March 2009 - November 2011
John Hancock Financial Services December 2006 - March 2009
John Hancock Financial Services October 2000 - November 2006
New England Financial December 1993 - October 2000
Skills
Financial Services, Mutual Funds, Account Management, Equities, Risk Management, Strategic Planning, Tactical Operations, Change Management, Outcome Management, Business Case..., Collaborative Problem..., Leadership Development, Mentoring, ability to influence..., Project Portfolio..., Management, Leadership, Sales, Training, Project Management, Integration, Business Case, Insurance, Business Analysis, SDLC, Vendor Management, Process Improvement, Strategy
Education
Bridgewater State College 1989 — 1993
Bachelor of Science (B.S.), Business/Commerce
Bridgewater State University 1989 — 1993
Batchelor of Management Science, Marketing
John Hancock Financial Services July 2015 - Present
John Hancock Financial Services May 2013 - Present
John Hancock May 2012 - May 2013
John Hancock Financial Services November 2011 - May 2012
John Hancock Financial Services March 2009 - November 2011
John Hancock Financial Services December 2006 - March 2009
John Hancock Financial Services October 2000 - November 2006
New England Financial December 1993 - October 2000
Skills
Financial Services, Mutual Funds, Account Management, Equities, Risk Management, Strategic Planning, Tactical Operations, Change Management, Outcome Management, Business Case..., Collaborative Problem..., Leadership Development, Mentoring, ability to influence..., Project Portfolio..., Management, Leadership, Sales, Training, Project Management, Integration, Business Case, Insurance, Business Analysis, SDLC, Vendor Management, Process Improvement, Strategy
Education
Bridgewater State College 1989 — 1993
Bachelor of Science (B.S.), Business/Commerce
Bridgewater State University 1989 — 1993
Batchelor of Management Science, Marketing
Diana Terranova's New England Financial Experience 1996 - 1999
Job Project Manager at Dunkin' Brands
Industry Food & Beverages
Experience
Dunkin' Brands October 2014 - Present
Arbella Insurance October 2012 - September 2014
MetLife 2009 - 2012
MetLife 2002 - 2008
MetLife 1995 - 2001
New England Financial 1996 - 1999
New England Financial 1995 - 1995
Skills
MS Project, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft access, Microstrategy, MicroStrategy Reporting, Access, Data Analysis, Project Management, Business Intelligence, Management, Business Analysis, Microsoft SQL Server, Life Insurance, Property & Casualty..., Quality Assurance, Leadership, Project Delivery, Resource Management, Relationship Management, Cross-functional Team..., IT Management, Project Governance, Databases, Analysis, Data Warehousing, Strategy, Systems Analysis, SQL, SDLC, Requirements Gathering, Vendor Management, Microsoft Project
Education
Boston University - School of Management 2000 — 2003
MBA
Dartmouth College 1990 — 1994
Bachelor of Arts, Psychology
Bedford High 1987 — 1990
high school diploma
LHH
Dunkin' Brands October 2014 - Present
Arbella Insurance October 2012 - September 2014
MetLife 2009 - 2012
MetLife 2002 - 2008
MetLife 1995 - 2001
New England Financial 1996 - 1999
New England Financial 1995 - 1995
Skills
MS Project, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft access, Microstrategy, MicroStrategy Reporting, Access, Data Analysis, Project Management, Business Intelligence, Management, Business Analysis, Microsoft SQL Server, Life Insurance, Property & Casualty..., Quality Assurance, Leadership, Project Delivery, Resource Management, Relationship Management, Cross-functional Team..., IT Management, Project Governance, Databases, Analysis, Data Warehousing, Strategy, Systems Analysis, SQL, SDLC, Requirements Gathering, Vendor Management, Microsoft Project
Education
Boston University - School of Management 2000 — 2003
MBA
Dartmouth College 1990 — 1994
Bachelor of Arts, Psychology
Bedford High 1987 — 1990
high school diploma
LHH
Robert Bob Burns's New England Financial Experience 1985 - 2004
Job Independent Entertainment Professional
Industry Entertainment
Experience
New England Financial 1985 - 2004
Education
Stonehill College 1964 — 1968
Boston University 1967 — 1967
n/a, political science
New England Financial 1985 - 2004
Education
Stonehill College 1964 — 1968
Boston University 1967 — 1967
n/a, political science
Kathy (Cudeck) Herberger-Vella's New England Financial Experience June 2007 - February 2011
Job Sr. Controls Analyst at MetLife
Industry Financial Services
Experience
MetLife February 2011 - Present
New England Financial June 2007 - February 2011
Scheff Investment Group January 2004 - June 2007
Wachovia Securities January 2000 - January 2004
A G Edwards & Sons January 1993 - January 2000
Marine Midland Bank January 1990 - January 1993
Skills
Securities, Sales, Financial Planning, Financial Services, Investments, Mutual Funds, Retirement Planning, Leadership, Wealth Management
Education
Canisius College 2008 — 2010
BS, Management
Canisius College 2005 — 2008
MBA, Financial Services
Erie Community College
AS, Business Administration
MetLife February 2011 - Present
New England Financial June 2007 - February 2011
Scheff Investment Group January 2004 - June 2007
Wachovia Securities January 2000 - January 2004
A G Edwards & Sons January 1993 - January 2000
Marine Midland Bank January 1990 - January 1993
Skills
Securities, Sales, Financial Planning, Financial Services, Investments, Mutual Funds, Retirement Planning, Leadership, Wealth Management
Education
Canisius College 2008 — 2010
BS, Management
Canisius College 2005 — 2008
MBA, Financial Services
Erie Community College
AS, Business Administration
Tony Candito's New England Financial Experience 1979 - 2003
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Retired March 2009 - April 2012
Towers Perrin 2005 - 2008
MetLife 2000 - 2003
New England Financial 1979 - 2003
Skills
Information Technology, Strategy, Program Management, SDLC, Leadership, Vendor Management, IT Management, IT Strategy, Business Process..., Change Management, Outsourcing, Service Delivery, Visio, Process Improvement, Organizational Design, Management Consulting, Consulting, Governance, Business Process, Business Analysis, Enterprise Architecture, Project Portfolio..., Business Transformation, Disaster Recovery, Integration, Business Intelligence, Risk Management, PMP, PMO, IT Service Management, ITIL, Professional Services, Software Project..., CRM, Enterprise Software, Cloud Computing, Executive Management, IT Operations, Data Center, Requirements Analysis
Education
Bridgewater State College 1970 — 1974
Bachelor of Arts (BA), Psychology
Retired March 2009 - April 2012
Towers Perrin 2005 - 2008
MetLife 2000 - 2003
New England Financial 1979 - 2003
Skills
Information Technology, Strategy, Program Management, SDLC, Leadership, Vendor Management, IT Management, IT Strategy, Business Process..., Change Management, Outsourcing, Service Delivery, Visio, Process Improvement, Organizational Design, Management Consulting, Consulting, Governance, Business Process, Business Analysis, Enterprise Architecture, Project Portfolio..., Business Transformation, Disaster Recovery, Integration, Business Intelligence, Risk Management, PMP, PMO, IT Service Management, ITIL, Professional Services, Software Project..., CRM, Enterprise Software, Cloud Computing, Executive Management, IT Operations, Data Center, Requirements Analysis
Education
Bridgewater State College 1970 — 1974
Bachelor of Arts (BA), Psychology
Gary Doodlesack's New England Financial Experience April 2004 - January 2011
Job Registered Representative at OneAmerica Securities
Industry Financial Services
Experience
The Moody Street Group, LLC August 2012 - Present
OneAmerica Securities August 2012 - Present
Gary A Doodlesack January 2011 - August 2012
New England Financial April 2004 - January 2011
Mitsubishi Electronics, America February 1987 - April 2003
Education
Boston University - School of Management 1985 — 1987
MBA
Brown University 1979 — 1981
MSEE, Solar Energy Power Generation, Semiconductor Physics and Circuit Design
Brown University 1975 — 1979
ScB, Physics
The Moody Street Group, LLC August 2012 - Present
OneAmerica Securities August 2012 - Present
Gary A Doodlesack January 2011 - August 2012
New England Financial April 2004 - January 2011
Mitsubishi Electronics, America February 1987 - April 2003
Education
Boston University - School of Management 1985 — 1987
MBA
Brown University 1979 — 1981
MSEE, Solar Energy Power Generation, Semiconductor Physics and Circuit Design
Brown University 1975 — 1979
ScB, Physics
James Stamos's New England Financial Experience December 1999 - September 2003
Job Sr Inventory Analyst at Houghton Mifflin
Industry Publishing
Experience
Houghton Mifflin Harcourt January 2009 - Present
Houghton Mifflin May 2007 - January 2009
Houghton Mifflin April 2005 - May 2007
New England Financial December 1999 - September 2003
Skills
SAP, Outlook, Excel, Word, Inventory Management
Education
Boston University 1995 — 1999
BA, English Literature
Houghton Mifflin Harcourt January 2009 - Present
Houghton Mifflin May 2007 - January 2009
Houghton Mifflin April 2005 - May 2007
New England Financial December 1999 - September 2003
Skills
SAP, Outlook, Excel, Word, Inventory Management
Education
Boston University 1995 — 1999
BA, English Literature
Maria Senkel's New England Financial Experience July 1997 - October 1998
Job Designer
Industry Information Technology and Services
Experience
EngNet October 2012 - Present
Motricity 2007 - 2009
Fidelity Investments August 2007 - November 2007
Fidelity Investments November 2001 - May 2007
Fidelity Investments March 1999 - November 2001
John Hancock funds December 1998 - March 1999
New England Financial July 1997 - October 1998
Putnam Investments October 1996 - June 1997
Skills
HTML, CSS, Photoshop, Graphic Design, Dreamweaver, Web Development, Adobe Creative Suite, Web Design, Mac, Flash, XHTML, PowerPoint, InDesign, jQuery, PHP, Illustrator, MySQL, Wordpress, Social Media, Graphics, Word, Microsoft Office
Education
The Art Institute of Charlotte 2009 — 2012
A.S, Web Design and Interactive media
Boston University
Courses, Certified Financial Planning
Lesley University
MS, Management
Northeastern University
Certificate courses, Software Engineering
University of Massachusetts Boston
BS, Management/Management Information Systems
EngNet October 2012 - Present
Motricity 2007 - 2009
Fidelity Investments August 2007 - November 2007
Fidelity Investments November 2001 - May 2007
Fidelity Investments March 1999 - November 2001
John Hancock funds December 1998 - March 1999
New England Financial July 1997 - October 1998
Putnam Investments October 1996 - June 1997
Skills
HTML, CSS, Photoshop, Graphic Design, Dreamweaver, Web Development, Adobe Creative Suite, Web Design, Mac, Flash, XHTML, PowerPoint, InDesign, jQuery, PHP, Illustrator, MySQL, Wordpress, Social Media, Graphics, Word, Microsoft Office
Education
The Art Institute of Charlotte 2009 — 2012
A.S, Web Design and Interactive media
Boston University
Courses, Certified Financial Planning
Lesley University
MS, Management
Northeastern University
Certificate courses, Software Engineering
University of Massachusetts Boston
BS, Management/Management Information Systems
Kristen Ryan's New England Financial Experience 1997 - 1999
Job Director, Managing DirectorRelationship Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
MassMutual Financial Group January 2013 - February 2014
The Hartford January 2006 - January 2013
Thorbahn Associates December 2004 - December 2005
The Bostonian Group October 1999 - September 2004
New England Financial 1997 - 1999
Skills
Retirement, Investments, 401k, Qualified Retirement..., Pensions, ERISA, Mutual Funds, Retirement Planning, Financial Advisory, Employee Benefits
Education
Boston University
Certificate in Financial Planning
Saint Michael's College
Fidelity Investments March 2014 - Present
MassMutual Financial Group January 2013 - February 2014
The Hartford January 2006 - January 2013
Thorbahn Associates December 2004 - December 2005
The Bostonian Group October 1999 - September 2004
New England Financial 1997 - 1999
Skills
Retirement, Investments, 401k, Qualified Retirement..., Pensions, ERISA, Mutual Funds, Retirement Planning, Financial Advisory, Employee Benefits
Education
Boston University
Certificate in Financial Planning
Saint Michael's College
Jason Van Douser's New England Financial Experience May 2003 - December 2004
Job Financial Advisor
Industry Insurance
Experience
Walnutstreet Securities January 2005 - Present
Savage & Associates December 2004 - December 2007
New England Financial May 2003 - December 2004
Skills
Finance, Strategic Financial..., Investments, Insurance, Risk Management, Wealth Management, Health Insurance, Retirement Planning, Life Insurance, Financial Analysis, Leadership
Education
Central Michigan University 1999 — 2003
Bachelor’s Degree, Finance
Walnutstreet Securities January 2005 - Present
Savage & Associates December 2004 - December 2007
New England Financial May 2003 - December 2004
Skills
Finance, Strategic Financial..., Investments, Insurance, Risk Management, Wealth Management, Health Insurance, Retirement Planning, Life Insurance, Financial Analysis, Leadership
Education
Central Michigan University 1999 — 2003
Bachelor’s Degree, Finance
Jeff Manning, CLU, CLTC's New England Financial Experience 1979 - 1985
Job National and Regional Leader in Employee Benefits, Long Term Care Insurance, Retirement Plans and Federal Taxes
Industry Insurance
Experience
Internal Revenue Service 2007 - 2014
Prudential Financial 2003 - 2007
Standard Insurance Company 1985 - 2003
New England Financial 1979 - 1985
Skills
Employee Benefits, Long Term Care Insurance, Sales Management, Teaching and Training, Federal Taxes, Training, Insurance, Sales, Investments, Risk Management, Small Business, Tax, Life Insurance, Disability Insurance, Group Insurance, Underwriting
Education
Central Michigan University
MA, Interpersonal & Public Communication
Emerson College
BS (cum laude), Speech Communication Education
Internal Revenue Service 2007 - 2014
Prudential Financial 2003 - 2007
Standard Insurance Company 1985 - 2003
New England Financial 1979 - 1985
Skills
Employee Benefits, Long Term Care Insurance, Sales Management, Teaching and Training, Federal Taxes, Training, Insurance, Sales, Investments, Risk Management, Small Business, Tax, Life Insurance, Disability Insurance, Group Insurance, Underwriting
Education
Central Michigan University
MA, Interpersonal & Public Communication
Emerson College
BS (cum laude), Speech Communication Education
Dennis Pereira's New England Financial Experience 2006 - 2008
Job Account Manager at Invex
Industry Professional Training & Coaching
Experience
Invex April 2013 - Present
Mt. Vernon Data Systems April 2009 - April 2013
ForeverStor Inc. February 2008 - January 2009
New England Financial 2006 - 2008
Skills
Small Business, Team Leadership, Strategic Planning, Team Building, Business Development, Sales, Management, New Business Development, Troubleshooting, Leadership, Microsoft Office, Account Management, Process Improvement, Coaching, Strategy, Entrepreneurship, Start-ups, Training
Education
Webster University 1990 — 1994
Master's degree, Business
California State University-Chico 1969 — 1973
Bachelor's degree, Biology
Invex April 2013 - Present
Mt. Vernon Data Systems April 2009 - April 2013
ForeverStor Inc. February 2008 - January 2009
New England Financial 2006 - 2008
Skills
Small Business, Team Leadership, Strategic Planning, Team Building, Business Development, Sales, Management, New Business Development, Troubleshooting, Leadership, Microsoft Office, Account Management, Process Improvement, Coaching, Strategy, Entrepreneurship, Start-ups, Training
Education
Webster University 1990 — 1994
Master's degree, Business
California State University-Chico 1969 — 1973
Bachelor's degree, Biology
Scott Muldoon's New England Financial Experience January 1989 - July 2005
Job Contributing editor for Tufts University
Industry Writing and Editing
Experience
Tufts University July 2006 - Present
New England Financial January 1989 - July 2005
Education
Brown University
AB, American civilization
The George Washington University Law School
JD, Law
Tufts University July 2006 - Present
New England Financial January 1989 - July 2005
Education
Brown University
AB, American civilization
The George Washington University Law School
JD, Law
Alexander LaSalle's New England Financial Experience July 2001 - May 2002
Job Business Analyst at Barnabas Health
Industry Hospital & Health Care
Experience
Barnabas Health July 2008 - Present
Lehman Brothers April 2007 - June 2008
New York Life Insurance Company February 2006 - April 2007
AIG/American General July 2002 - January 2006
New England Financial July 2001 - May 2002
Skills
Financial Analysis, Forecasting, Financial Reporting, Budgets, Variance Analysis, Finance, Accounting, Account Reconciliation, Cost Accounting, General Ledger, Auditing, Analysis, SAP, Strategic Planning, Management
Education
Monmouth University 2001 — 2003
Masters Degree, Business Administration
Clemson University 1997 — 2001
Bachelor of Science, Financial Management; Real Estate Finance
Barnabas Health July 2008 - Present
Lehman Brothers April 2007 - June 2008
New York Life Insurance Company February 2006 - April 2007
AIG/American General July 2002 - January 2006
New England Financial July 2001 - May 2002
Skills
Financial Analysis, Forecasting, Financial Reporting, Budgets, Variance Analysis, Finance, Accounting, Account Reconciliation, Cost Accounting, General Ledger, Auditing, Analysis, SAP, Strategic Planning, Management
Education
Monmouth University 2001 — 2003
Masters Degree, Business Administration
Clemson University 1997 — 2001
Bachelor of Science, Financial Management; Real Estate Finance
Steve Bianco's New England Financial Experience September 1995 - February 1999
Job Senior Principal Engineer at Autodesk
Industry Computer Software
Experience
Autodesk April 2002 - Present
Revit Inc September 2000 - April 2002
Parametric Technology Corporation February 1999 - September 2000
New England Financial September 1995 - February 1999
UNCW August 1989 - June 1995
Skills
OpenMP, C, Visual Studio, Perforce, CAD, Programming, Algorithms, Software Design, Multithreading, STL, Object Oriented Design, Data Structures, OOP, Algorithm Design, Software Engineering, Visual C++
Education
Cornell University 1983 — 1989
PhD, Mathematics
Brown University 1979 — 1983
ScB, Applied Mathematics
Autodesk April 2002 - Present
Revit Inc September 2000 - April 2002
Parametric Technology Corporation February 1999 - September 2000
New England Financial September 1995 - February 1999
UNCW August 1989 - June 1995
Skills
OpenMP, C, Visual Studio, Perforce, CAD, Programming, Algorithms, Software Design, Multithreading, STL, Object Oriented Design, Data Structures, OOP, Algorithm Design, Software Engineering, Visual C++
Education
Cornell University 1983 — 1989
PhD, Mathematics
Brown University 1979 — 1983
ScB, Applied Mathematics
Norman Box's New England Financial Experience March 2007 - January 2009
Job Field Examiner at NCUA
Industry Banking
Experience
NCUA January 2009 - Present
New England Financial March 2007 - January 2009
The Vanguard Group 2003 - 2007
Skills
Retirement Planning, Financial Planners, Estate Planning, Investments, Financial Analysis, Retirement, Accounting, Financial Reporting, Microsoft Excel, Securities, Process Improvement, Customer Service, Microsoft Office, Investment Advisory, Financial Accounting, Risk Management, Banking, Financial Modeling, Finance
Education
Brigham Young University - Idaho 2000 — 2004
Bachelor, Business Management
NCUA January 2009 - Present
New England Financial March 2007 - January 2009
The Vanguard Group 2003 - 2007
Skills
Retirement Planning, Financial Planners, Estate Planning, Investments, Financial Analysis, Retirement, Accounting, Financial Reporting, Microsoft Excel, Securities, Process Improvement, Customer Service, Microsoft Office, Investment Advisory, Financial Accounting, Risk Management, Banking, Financial Modeling, Finance
Education
Brigham Young University - Idaho 2000 — 2004
Bachelor, Business Management
Chip Grinkmeyer's New England Financial Experience March 1996 - April 1998
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 1998 - Present
New England Financial March 1996 - April 1998
Subway June 1990 - April 1996
Education
Calvin College 1988 — 1992
BA in Business and Finance
Ameriprise Financial Services, Inc. May 1998 - Present
New England Financial March 1996 - April 1998
Subway June 1990 - April 1996
Education
Calvin College 1988 — 1992
BA in Business and Finance
Kernan King's New England Financial Experience 1969 - 1996
Job Executive Counsel at State of Rhode Island
Industry Government Administration
Experience
Rhode Island Statewide Coalition 2009 - Present
Metropolitan Life Insurance Company 1997 - 2002
State of Rhode Island May 1997 - 2000
New England Financial/MetLife 1969 - 1998
New England Financial 1969 - 1996
Skills
Insurance, Government, Government Relations, Public Speaking, Nonprofits, Legal Research, Analysis, Public Policy, Policy, Legal Writing, Negotiation, Civil Litigation, Public Relations, Investment Advisory, Contract Negotiation, Corporations, Finance, Estate Planning
Education
Boston University School of Law 1965 — 1971
LLM in Taxation; J.D. Law, Law
Rhode Island Statewide Coalition 2009 - Present
Metropolitan Life Insurance Company 1997 - 2002
State of Rhode Island May 1997 - 2000
New England Financial/MetLife 1969 - 1998
New England Financial 1969 - 1996
Skills
Insurance, Government, Government Relations, Public Speaking, Nonprofits, Legal Research, Analysis, Public Policy, Policy, Legal Writing, Negotiation, Civil Litigation, Public Relations, Investment Advisory, Contract Negotiation, Corporations, Finance, Estate Planning
Education
Boston University School of Law 1965 — 1971
LLM in Taxation; J.D. Law, Law
Raphael Brooks's New England Financial Experience April 1999 - February 2000
Job Managing Director, Weston Brooks,llc
Industry Research
Experience
Weston-Brooks, llc April 1999 - Present
New England Financial April 1999 - February 2000
ComEd January 1997 - August 1997
Westell October 1996 - March 1997
Service Master, LP May 1994 - October 1996
Zebra Technologies 1994 - 1995
JPMorgan Chase June 1992 - May 1994
Skills
Research, Teaching, Real Estate Development, Qualitative Research, Nonprofits, Public Speaking, Management Consulting, Interviews, Recruiting, Training, Entrepreneurship, Strategic Planning, Strategy, Business Development, Coaching, Team Building, Contract Negotiation, Financial Modeling, Workshop Facilitation, Valuation, Real Estate Economics, Investments, Community Development, Risk Management, WordPress, Fundraising, Business Strategy, Management
Education
Brown University 1986 — 1992
Bachelor of Arts (B.A.), Business/Managerial Economics & Political Science
Weston-Brooks, llc April 1999 - Present
New England Financial April 1999 - February 2000
ComEd January 1997 - August 1997
Westell October 1996 - March 1997
Service Master, LP May 1994 - October 1996
Zebra Technologies 1994 - 1995
JPMorgan Chase June 1992 - May 1994
Skills
Research, Teaching, Real Estate Development, Qualitative Research, Nonprofits, Public Speaking, Management Consulting, Interviews, Recruiting, Training, Entrepreneurship, Strategic Planning, Strategy, Business Development, Coaching, Team Building, Contract Negotiation, Financial Modeling, Workshop Facilitation, Valuation, Real Estate Economics, Investments, Community Development, Risk Management, WordPress, Fundraising, Business Strategy, Management
Education
Brown University 1986 — 1992
Bachelor of Arts (B.A.), Business/Managerial Economics & Political Science
Michelle Hartnett's New England Financial Experience July 1997 - April 2000
Job Senior Manager Systems Analysis
Industry Information Technology and Services
Experience
AXA US June 2014 - Present
AXA US June 2014 - December 2014
Knights of Columbus for Grapevine Technology July 2009 - December 2013
MetLife September 2000 - February 2009
Applied Theory April 2000 - September 2000
New England Financial July 1997 - April 2000
The MONY Group September 1988 - July 1997
Skills
COBOL, DB2, CICS, Mainframe, SDLC, Fileaid, IMS DB/DC, Business Analysis, Integration, JCL, Requirements Analysis, Systems Analysis, Business Requirements, Testing, Visio, Insurance, Requirements Gathering, SQL, TSO, Easytrieve, SPUFI, QMF, Analysis, Xpediter, Endeavor, VSAM, Serena Changeman, Performance Tuning, Legacy Conversion, Ingenium, Microsoft Office, Serena Version Manager, IBM Debugger, Pathfinder, HTML, CSS, Java, XML, Documaker, ISPF, Query Tool, Production Support, Product Development, Process Improvement
Education
Clarkson University 1984 — 1988
BS, MIS
DeRuyter Central 1973 — 1985
AXA US June 2014 - Present
AXA US June 2014 - December 2014
Knights of Columbus for Grapevine Technology July 2009 - December 2013
MetLife September 2000 - February 2009
Applied Theory April 2000 - September 2000
New England Financial July 1997 - April 2000
The MONY Group September 1988 - July 1997
Skills
COBOL, DB2, CICS, Mainframe, SDLC, Fileaid, IMS DB/DC, Business Analysis, Integration, JCL, Requirements Analysis, Systems Analysis, Business Requirements, Testing, Visio, Insurance, Requirements Gathering, SQL, TSO, Easytrieve, SPUFI, QMF, Analysis, Xpediter, Endeavor, VSAM, Serena Changeman, Performance Tuning, Legacy Conversion, Ingenium, Microsoft Office, Serena Version Manager, IBM Debugger, Pathfinder, HTML, CSS, Java, XML, Documaker, ISPF, Query Tool, Production Support, Product Development, Process Improvement
Education
Clarkson University 1984 — 1988
BS, MIS
DeRuyter Central 1973 — 1985
Jeremy Rockett's New England Financial Experience September 2002 - April 2005
Job Compliance Officer at Bank of America
Industry Financial Services
Experience
Bank of America August 2011 - Present
Bank of America November 2009 - August 2011
Banc of America Investments October 2005 - January 2009
Banc of America Investments April 2005 - October 2005
New England Financial September 2002 - April 2005
New England Financial August 1999 - January 2002
New England Financial June 1998 - August 1999
Education
Bridgewater State University 1991 — 1998
Bachelor of Science, Finance
Bank of America August 2011 - Present
Bank of America November 2009 - August 2011
Banc of America Investments October 2005 - January 2009
Banc of America Investments April 2005 - October 2005
New England Financial September 2002 - April 2005
New England Financial August 1999 - January 2002
New England Financial June 1998 - August 1999
Education
Bridgewater State University 1991 — 1998
Bachelor of Science, Finance
Desiree G. Baynes, PMP, MBA's New England Financial Experience 1984 - 1994
Job Senior Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2009 - Present
Fidelity Investments May 2005 - June 2009
Fidelity Investments July 1999 - May 2005
Fidelity Investments June 1994 - July 1999
The New England September 1985 - July 1994
New England Financial 1984 - 1994
Skills
Business Analysis, SDLC, Project Management, Waterfall, Organizational..., Financial Services, Workshop Facilitation, Change Management, VSAM, TSO, CICS, Leadership Development, Agile & Waterfall..., Management, Visio, Requirements Analysis, User Acceptance Testing, Testing, PMO, PMP, Quality Center
Education
Boston University 2004 — 2004
PMP, Project Management
Simmons College - Simmons School of Management 1997 — 2000
MBA, Organizational Behavoir
Simmons College
Bachelor of Arts (BA), Communications
Fidelity Investments June 2009 - Present
Fidelity Investments May 2005 - June 2009
Fidelity Investments July 1999 - May 2005
Fidelity Investments June 1994 - July 1999
The New England September 1985 - July 1994
New England Financial 1984 - 1994
Skills
Business Analysis, SDLC, Project Management, Waterfall, Organizational..., Financial Services, Workshop Facilitation, Change Management, VSAM, TSO, CICS, Leadership Development, Agile & Waterfall..., Management, Visio, Requirements Analysis, User Acceptance Testing, Testing, PMO, PMP, Quality Center
Education
Boston University 2004 — 2004
PMP, Project Management
Simmons College - Simmons School of Management 1997 — 2000
MBA, Organizational Behavoir
Simmons College
Bachelor of Arts (BA), Communications
Jason Romney's New England Financial Experience October 2008 - Present
Job Financial Rep at New England FInancial
Industry Financial Services
Experience
New England FInancial October 2008 - Present
Answer Financial August 2005 - September 2008
Answer Financial 2005 - 2008
Education
California State University-Northridge 2002 — 2005
bs, mathematics
New England FInancial October 2008 - Present
Answer Financial August 2005 - September 2008
Answer Financial 2005 - 2008
Education
California State University-Northridge 2002 — 2005
bs, mathematics
Jennifer Minghine's New England Financial Experience February 2008 - June 2013
Job Executive Assistant at Waste Management
Industry Consumer Services
Experience
Waste Management June 2013 - Present
New England Financial February 2008 - June 2013
Upper Deck Entertainment 2006 - 2010
New England Financial April 2006 - February 2008
Starbucks August 2004 - September 2007
Skills
Microsoft Office, Microsoft Publisher, Microsoft Word, Microsoft Excel, PowerPoint, Lotus Notes, SmartOffice, PeopleSoft, Outlook
Education
Central Washington University 2000 — 2003
Business Administration, Marketing
Waste Management June 2013 - Present
New England Financial February 2008 - June 2013
Upper Deck Entertainment 2006 - 2010
New England Financial April 2006 - February 2008
Starbucks August 2004 - September 2007
Skills
Microsoft Office, Microsoft Publisher, Microsoft Word, Microsoft Excel, PowerPoint, Lotus Notes, SmartOffice, PeopleSoft, Outlook
Education
Central Washington University 2000 — 2003
Business Administration, Marketing
Gerald Hart's New England Financial Experience March 1999 - June 2004
Job Executive Distribution of Financial Services
Industry Financial Services
Experience
Genworth Financial May 2005 - February 2009
New England Financial March 1999 - June 2004
New England Financial January 1992 - March 1999
Skills
Recruiting, Fixed Annuities, Leadership, Organizational..., Training, Employee Benefits, Management, Insurance, Coaching, Disability Insurance, Estate Planning, Life Insurance
Education
Framingham State University 1971 — 1976
MA, Guidance & Counseling
Brown University 1967 — 1971
BA, Political Science
Genworth Financial May 2005 - February 2009
New England Financial March 1999 - June 2004
New England Financial January 1992 - March 1999
Skills
Recruiting, Fixed Annuities, Leadership, Organizational..., Training, Employee Benefits, Management, Insurance, Coaching, Disability Insurance, Estate Planning, Life Insurance
Education
Framingham State University 1971 — 1976
MA, Guidance & Counseling
Brown University 1967 — 1971
BA, Political Science
Jooho Lee's New England Financial Experience October 2004 - January 2013
Job Director at Korean Produce Association
Industry Insurance
Experience
The Producer's Group February 2013 - Present
Korean Produce Association April 2010 - Present
new england financial October 2004 - January 2013
Education
Boston University 2002 — 2004
MBA, Finance and Financial Management Services
Roger Williams University
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Youngdong High School
The Producer's Group February 2013 - Present
Korean Produce Association April 2010 - Present
new england financial October 2004 - January 2013
Education
Boston University 2002 — 2004
MBA, Finance and Financial Management Services
Roger Williams University
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Youngdong High School
Marian Carpentino's New England Financial Experience September 1996 - November 1999
Job Client Service Professional
Industry Nonprofit Organization Management
Experience
Friends of Bourne Council on Aging April 2011 - July 2012
Self Employed May 2009 - April 2011
Sentinel Financial Group October 2005 - April 2009
Citizens Bank November 1999 - October 2005
New England Financial September 1996 - November 1999
Summit Financial Corporation 1995 - 1996
Skills
Retirement Planning, Employee Benefits, Relationship Management, Microsoft Excel, Consulting, Microsoft Word, QuickBooks, Office Management, 401k, Mutual Funds, Series 63, Series 7, Pensions, Investments, Wealth Management, Management, Customer Satisfaction, Training
Education
Bryant University
Friends of Bourne Council on Aging April 2011 - July 2012
Self Employed May 2009 - April 2011
Sentinel Financial Group October 2005 - April 2009
Citizens Bank November 1999 - October 2005
New England Financial September 1996 - November 1999
Summit Financial Corporation 1995 - 1996
Skills
Retirement Planning, Employee Benefits, Relationship Management, Microsoft Excel, Consulting, Microsoft Word, QuickBooks, Office Management, 401k, Mutual Funds, Series 63, Series 7, Pensions, Investments, Wealth Management, Management, Customer Satisfaction, Training
Education
Bryant University
Cort Bradbury's New England Financial Experience 1995 - 2005
Job Financial Advisor with 20+ years of experience
Industry Financial Services
Experience
Heritage Wealth Partners November 2014 - Present
NAIFA-Columbus and NAIFA-Ohio 2000 - Present
Principal Financial Group June 2005 - October 2014
McCloy Financial Services 2000 - 2005
New England Financial 1995 - 2005
Skills
Finance, Sales, Risk Management, Series 24, Portfolio Management, Brokers, Financial Analysis, FINRA, Property & Casualty..., Strategic Planning, Small Business, Commercial Insurance, Investment Management, General Insurance, Alternative Investments, Team Building, Succession Planning, Public Speaking, Coaching, Leadership Development
Education
The American College 2011 — 2013
CLF, Chartered Leadership Fellow
LILI 2006 — 2006
Leadership in Life Institute
The American College 1999 — 2003
CLU, Chartered Life Underwriter
Centre College 1978 — 1982
BA, English
Heritage Wealth Partners November 2014 - Present
NAIFA-Columbus and NAIFA-Ohio 2000 - Present
Principal Financial Group June 2005 - October 2014
McCloy Financial Services 2000 - 2005
New England Financial 1995 - 2005
Skills
Finance, Sales, Risk Management, Series 24, Portfolio Management, Brokers, Financial Analysis, FINRA, Property & Casualty..., Strategic Planning, Small Business, Commercial Insurance, Investment Management, General Insurance, Alternative Investments, Team Building, Succession Planning, Public Speaking, Coaching, Leadership Development
Education
The American College 2011 — 2013
CLF, Chartered Leadership Fellow
LILI 2006 — 2006
Leadership in Life Institute
The American College 1999 — 2003
CLU, Chartered Life Underwriter
Centre College 1978 — 1982
BA, English
Joan Mongeau's New England Financial Experience 1980 - 1986
Job Executive Director at Melrose Chamber of Commerce
Industry Program Development
Experience
Melrose Chamber of Commerce Quality AssuranceStill River Retirement SoftwareNovember 2001 - January 2008
Coopers and Lybrand 1987 - 1994
New England Life 1980 - 1987
New England Financial 1980 - 1986
Education
Boston College - Wallace E. Carroll Graduate School of Management 1982 — 1986
MBA, Organizational Behavior Studies
Mount Holyoke College 1976 — 1980
BA, American Studies
Melrose Chamber of Commerce Quality AssuranceStill River Retirement SoftwareNovember 2001 - January 2008
Coopers and Lybrand 1987 - 1994
New England Life 1980 - 1987
New England Financial 1980 - 1986
Education
Boston College - Wallace E. Carroll Graduate School of Management 1982 — 1986
MBA, Organizational Behavior Studies
Mount Holyoke College 1976 — 1980
BA, American Studies
E. Dale Rosenkrantz's New England Financial Experience April 1998 - December 2000
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
MetLife/New England Financial January 2001 - August 2005
New England Financial April 1998 - December 2000
Education
Hebrew Union College 1975 — 1977
Brandeis University 1971 — 1975
B. A
MetLife/New England Financial January 2001 - August 2005
New England Financial April 1998 - December 2000
Education
Hebrew Union College 1975 — 1977
Brandeis University 1971 — 1975
B. A
Kevin Crowley, CLU, ChFC's New England Financial Experience February 1984 - December 2000
Job CLU,ChFC at Crowley Financial Insurance Services
Industry Financial Services
Experience
Crowley Financial Insurance Services January 1984 - Present
Crowley Financial & Insurance Sevices January 1984 - 2014
New England Financial February 1984 - December 2000
Skills
EMPOYEE BENEFITS, BULDING WEALTH, PROTECTING ASSETS, Finance, Wealth, Strategic Financial..., Small Business, Retirement Planning, Financial Advisory, Asset, Investments
Education
Bellarmine College Preparatory
California Polytechnic State University-San Luis Obispo
Saint Martin of Tours, San Jose
Crowley Financial Insurance Services January 1984 - Present
Crowley Financial & Insurance Sevices January 1984 - 2014
New England Financial February 1984 - December 2000
Skills
EMPOYEE BENEFITS, BULDING WEALTH, PROTECTING ASSETS, Finance, Wealth, Strategic Financial..., Small Business, Retirement Planning, Financial Advisory, Asset, Investments
Education
Bellarmine College Preparatory
California Polytechnic State University-San Luis Obispo
Saint Martin of Tours, San Jose
Marlene Espinoza's New England Financial Experience July 2007 - June 2008
Job Financial Services Professional with expertise in retirement / Series 7 and Series 66, Life and Health
Industry Financial Services
Experience
ING Financial Partners November 2008 - February 2013
New England Financial July 2007 - June 2008
Prudential Financial October 2003 - June 2007
Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Retirement, Fixed Annuities, Insurance, Securities, Portfolio Management, Life Insurance, Financial Analysis, Asset Allocation, 401k, Equities
Education
Central Connecticut State University
Bachelor of Science (BS), Accounting
ING Financial Partners November 2008 - February 2013
New England Financial July 2007 - June 2008
Prudential Financial October 2003 - June 2007
Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Retirement, Fixed Annuities, Insurance, Securities, Portfolio Management, Life Insurance, Financial Analysis, Asset Allocation, 401k, Equities
Education
Central Connecticut State University
Bachelor of Science (BS), Accounting
Thomas McDevitt's New England Financial Experience March 1980 - December 2000
Job Retired at MetLife
Industry Investment Management
Experience
MetLife October 2013 - Present
MetLife March 1984 - Present
New England Financial March 1980 - December 2000
Skills
Mutual Funds, Series 7, Asset Allocation, Investments, Series 63, Alternative Investments, Securities, Portfolio Management, Fixed Income, Asset Management, Wealth Management, Equities, Investment Strategies, Retirement, Financial Services, Hedge Funds
Education
Boston College 1977 — 1979
M.Ed., Educational Media
Boston College 1973 — 1977
A.B., History
Boston College 1973 — 1977
History
MetLife October 2013 - Present
MetLife March 1984 - Present
New England Financial March 1980 - December 2000
Skills
Mutual Funds, Series 7, Asset Allocation, Investments, Series 63, Alternative Investments, Securities, Portfolio Management, Fixed Income, Asset Management, Wealth Management, Equities, Investment Strategies, Retirement, Financial Services, Hedge Funds
Education
Boston College 1977 — 1979
M.Ed., Educational Media
Boston College 1973 — 1977
A.B., History
Boston College 1973 — 1977
History
Dana Phillips's New England Financial Experience January 1989 - January 2007
Job Financial Services Professional
Industry Insurance
Experience
MassMutual Financial Group August 2011 - July 2014
Modern Woodmen of America November 2010 - August 2011
Modern Woodmen of America November 2010 - February 2011
Boston Partners Financial Group LLC June 2007 - March 2010
New England Financial January 1989 - January 2007
Skills
Life Insurance, Fixed Annuities, Training, Public Speaking, Disability Insurance, Long-term Care, 401k, Financial Services, Retirement Planning, Recruiting, Employee Benefits, Long Term Care Insurance, Finance, Sales, Insurance, Management, Retirement, Investments, Mutual Funds, Customer Service
Education
Bridgewater State University 1973 — 1977
Bachelor of Science, Education
MassMutual Financial Group August 2011 - July 2014
Modern Woodmen of America November 2010 - August 2011
Modern Woodmen of America November 2010 - February 2011
Boston Partners Financial Group LLC June 2007 - March 2010
New England Financial January 1989 - January 2007
Skills
Life Insurance, Fixed Annuities, Training, Public Speaking, Disability Insurance, Long-term Care, 401k, Financial Services, Retirement Planning, Recruiting, Employee Benefits, Long Term Care Insurance, Finance, Sales, Insurance, Management, Retirement, Investments, Mutual Funds, Customer Service
Education
Bridgewater State University 1973 — 1977
Bachelor of Science, Education
william gruccio, CLU ChFC CLF's New England Financial Experience November 2011 - August 2012
Job Financial Services Professional
Industry Financial Services
Experience
Gruccio Insurance Management September 2012 - Present
New England Financial November 2011 - August 2012
Penn Mutual 1997 - 2010
Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., Life Insurance, Retirement, Disability Insurance, Series 7, Insurance
Education
Bryant University 1967 — 1971
Bachelor's degree, Marketing
The American College
CLU CHfC CLF, Financial Planning Strategies and Leadership
Gruccio Insurance Management September 2012 - Present
New England Financial November 2011 - August 2012
Penn Mutual 1997 - 2010
Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., Life Insurance, Retirement, Disability Insurance, Series 7, Insurance
Education
Bryant University 1967 — 1971
Bachelor's degree, Marketing
The American College
CLU CHfC CLF, Financial Planning Strategies and Leadership
Daniel Connors's New England Financial Experience May 1997 - May 2000
Job Security Analyst at Hebrew Senior Life at New Bridge on the Charles
Industry Financial Services
Experience
Hebrew Senior Life at New Bridge on the Charles June 2012 - Present
to Accounting Industry February 2010 - Present
Biogen Idec June 2011 - October 2011
Sun Life Financial, Wellesley Hills, MA May 2000 - February 2010
New England Financial May 1997 - May 2000
Skills
Hyperion Essbase..., Milliman Triton, SQL Server 2000-2008, COBOL, JCL, DB2/SQL, Visual Basic, .NET, Access 2010, SQL Server, Access, PowerBuilder, Essbase, Problem Solving, Microsoft Office 2007, Communicator, IBM Assembler, SQL, VSAM, VBScript, DB2, Databases
Education
Cambridge Institute for Computer Programming
Professional Certificate, IBM Mainframe languages
Clark University
Professional Certificate, Client Server Application Development
St. Anselm College
BA, Sociology
Hebrew Senior Life at New Bridge on the Charles June 2012 - Present
to Accounting Industry February 2010 - Present
Biogen Idec June 2011 - October 2011
Sun Life Financial, Wellesley Hills, MA May 2000 - February 2010
New England Financial May 1997 - May 2000
Skills
Hyperion Essbase..., Milliman Triton, SQL Server 2000-2008, COBOL, JCL, DB2/SQL, Visual Basic, .NET, Access 2010, SQL Server, Access, PowerBuilder, Essbase, Problem Solving, Microsoft Office 2007, Communicator, IBM Assembler, SQL, VSAM, VBScript, DB2, Databases
Education
Cambridge Institute for Computer Programming
Professional Certificate, IBM Mainframe languages
Clark University
Professional Certificate, Client Server Application Development
St. Anselm College
BA, Sociology
Nancy Kenneally's New England Financial Experience September 1989 - September 1995
Job Director at Towers Watson
Industry Insurance
Experience
Towers Watson September 1995 - Present
New England Financial September 1989 - September 1995
Skills
Actuarial Science, Life Insurance, Product Development, Product Management, Mergers & Acquisitions, Litigation Support, Financial Modeling, Predictive Analytics, Pricing, People Management, Project Management, Training
Education
McGill University 1985 — 1989
B Sc, Mathematics and computer science
Boston Latin School 1980 — 1985
Towers Watson September 1995 - Present
New England Financial September 1989 - September 1995
Skills
Actuarial Science, Life Insurance, Product Development, Product Management, Mergers & Acquisitions, Litigation Support, Financial Modeling, Predictive Analytics, Pricing, People Management, Project Management, Training
Education
McGill University 1985 — 1989
B Sc, Mathematics and computer science
Boston Latin School 1980 — 1985
Joan Haske's New England Financial Experience June 1988 - 2004
Job Independent Accounting Professional
Industry
Experience
New England Financial June 1988 - 2004
Skills
QuickBooks, Tax, Account Reconciliation, Strategic Planning, Auditing, Nonprofits, Small Business, Bookkeeping, Strategic Financial..., General Ledger, Accounting, Tax Preparation, Accounts Payable
Education
Cardinal Stritch University 1986 — 1990
Master of Business Administration (M.B.A.), Business Administration and Management, General
New England Financial June 1988 - 2004
Skills
QuickBooks, Tax, Account Reconciliation, Strategic Planning, Auditing, Nonprofits, Small Business, Bookkeeping, Strategic Financial..., General Ledger, Accounting, Tax Preparation, Accounts Payable
Education
Cardinal Stritch University 1986 — 1990
Master of Business Administration (M.B.A.), Business Administration and Management, General
Jill Scirpo's New England Financial Experience September 1992 - February 2003
Job Mercer MMx Global Operations Supervisor at Mercer
Industry Insurance
Experience
Aflac June 2015 - Present
Mercer June 2014 - June 2015
Aflac October 2013 - June 2014
Aflac July 2012 - October 2013
Aflac April 2011 - July 2012
Aflac May 2008 - April 2011
New England Financial September 1992 - February 2003
Skills
Sales, Health Insurance, Training, Disability Insurance, Insurance
Education
Boston University
BS, Business Management
Aflac June 2015 - Present
Mercer June 2014 - June 2015
Aflac October 2013 - June 2014
Aflac July 2012 - October 2013
Aflac April 2011 - July 2012
Aflac May 2008 - April 2011
New England Financial September 1992 - February 2003
Skills
Sales, Health Insurance, Training, Disability Insurance, Insurance
Education
Boston University
BS, Business Management
Kerry Wasgatt, MBA's New England Financial Experience September 2000 - October 2002
Job Associate Director, Marketing at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2012 - Present
Sun Life Financial December 2009 - August 2012
Sun Life Financial April 2006 - December 2009
MetLife April 2004 - April 2006
MetLife November 2002 - April 2004
New England Financial September 2000 - October 2002
Skills
Series 6, Insurance, Marketing Strategy, Direct Marketing, Marketing, Retirement Planning, Financial Services, Strategic Planning, Social Media Marketing, Email Marketing, Marketing Communications, Digital Marketing, Disability Insurance, Market Research, Project Management, Competitive Analysis, Strategy, Integrated Marketing
Education
Simmons College - Simmons School of Management 2010 — 2013
Masters of Business Administration, Organizational Leadership and Global Management
Boston College - Carroll School of Management 1996 — 2000
B.A., Marketing
Sun Life Financial August 2012 - Present
Sun Life Financial December 2009 - August 2012
Sun Life Financial April 2006 - December 2009
MetLife April 2004 - April 2006
MetLife November 2002 - April 2004
New England Financial September 2000 - October 2002
Skills
Series 6, Insurance, Marketing Strategy, Direct Marketing, Marketing, Retirement Planning, Financial Services, Strategic Planning, Social Media Marketing, Email Marketing, Marketing Communications, Digital Marketing, Disability Insurance, Market Research, Project Management, Competitive Analysis, Strategy, Integrated Marketing
Education
Simmons College - Simmons School of Management 2010 — 2013
Masters of Business Administration, Organizational Leadership and Global Management
Boston College - Carroll School of Management 1996 — 2000
B.A., Marketing
New England Fin Sadeli's New England Financial Experience April 2010 - Present
Job Financial Professional at New England Financial
Industry Financial Services
Experience
New England Financial April 2010 - Present
AXA Advisors November 2008 - March 2010
Trilogy Financial Services June 2007 - October 2008
Bank of America January 2003 - April 2007
La Moda, LLC January 2001 - 2003
HSBC March 1995 - December 2000
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1986 — 1990
Finance, Banking
New England Financial April 2010 - Present
AXA Advisors November 2008 - March 2010
Trilogy Financial Services June 2007 - October 2008
Bank of America January 2003 - April 2007
La Moda, LLC January 2001 - 2003
HSBC March 1995 - December 2000
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1986 — 1990
Finance, Banking
James Zilinski's New England Financial Experience 1983 - 1994
Job Retired CEO Berkshire life
Industry Financial Services
Experience
retired DirectorCUNA Mutual GroupJuly 2006 - Present
Bottomline Technologies 1994 - Present
CUNA Mutual Group 2006 - 2011
Berkshire Life 1995 - 2004
New England Investment Companies / N.E. Securities Corp. 1993 - 1994
New England Financial 1983 - 1994
Education
Bowling Green State University 1961 — 1965
bs/ba, business
retired DirectorCUNA Mutual GroupJuly 2006 - Present
Bottomline Technologies 1994 - Present
CUNA Mutual Group 2006 - 2011
Berkshire Life 1995 - 2004
New England Investment Companies / N.E. Securities Corp. 1993 - 1994
New England Financial 1983 - 1994
Education
Bowling Green State University 1961 — 1965
bs/ba, business
Elizabeth Sieminski's New England Financial Experience January 1995 - October 1998
Job PTO treasurer at Greenlodge
Industry Computer Software
Experience
Greenlodge April 2012 - Present
SAP October 1998 - December 2001
New England Financial January 1995 - October 1998
M/A-COM Technology Solutions July 1994 - December 1995
Massachusetts Mutual January 1990 - July 1994
Skills
HTML, Microsoft SQL Server, SQL, Java, JavaScript, Microsoft Office, XML, MySQL, Web Development, Software Development, Linux, C, Databases, Business Analysis, CSS, PHP, Strategic Planning, C#, Business Development, Enterprise Software
Education
Clark University 1985 — 1989
B.A., Computer Science & Biology
Greenlodge April 2012 - Present
SAP October 1998 - December 2001
New England Financial January 1995 - October 1998
M/A-COM Technology Solutions July 1994 - December 1995
Massachusetts Mutual January 1990 - July 1994
Skills
HTML, Microsoft SQL Server, SQL, Java, JavaScript, Microsoft Office, XML, MySQL, Web Development, Software Development, Linux, C, Databases, Business Analysis, CSS, PHP, Strategic Planning, C#, Business Development, Enterprise Software
Education
Clark University 1985 — 1989
B.A., Computer Science & Biology
Orian Cummings's New England Financial Experience January 1995 - January 1998
Job Benefits Associate at State Street
Industry Financial Services
Experience
State Street November 2008 - Present
Statestreet Corporation January 2007 - Present
New York Life January 2003 - Present
John Hancock Financial January 1999 - January 2001
Principal Financial Group January 1998 - January 1999
New England Financial January 1995 - January 1998
Skills
Account Reconciliation, Payroll, ADP Payroll, Management, Access, CRM, Training, Insurance, Team Building, Customer Service
Education
Bunker Hill Community College 2000 — 2002
Associate Degree, Business Management
State Street November 2008 - Present
Statestreet Corporation January 2007 - Present
New York Life January 2003 - Present
John Hancock Financial January 1999 - January 2001
Principal Financial Group January 1998 - January 1999
New England Financial January 1995 - January 1998
Skills
Account Reconciliation, Payroll, ADP Payroll, Management, Access, CRM, Training, Insurance, Team Building, Customer Service
Education
Bunker Hill Community College 2000 — 2002
Associate Degree, Business Management
Patricia Huth's New England Financial Experience June 1996 - August 2002
Job Housing & Residential Life Area Director
Industry Higher Education
Experience
Minnesota State University Moorhead 2013 - 2015
University of Wisconsin - Whitewater October 2007 - June 2012
MassMutual Financial Group September 2002 - April 2005
New England Financial June 1996 - August 2002
Skills
Residence Life, Student Affairs, Student Development, Higher Education, Event Planning, Program Development, Critical Thinking, Teaching, Crisis Management, Student Leadership, Student Engagement, Campus, Higher Education..., Staff Development, Community Outreach
Education
Marquette University 2004 — 2006
Master of Education (M.Ed.), Educational Policy & Leadership; emphasis in College Student Personnel
Carthage College 1992 — 1996
Bachelor of Arts (B.A.), Mathematics
Minnesota State University Moorhead 2013 - 2015
University of Wisconsin - Whitewater October 2007 - June 2012
MassMutual Financial Group September 2002 - April 2005
New England Financial June 1996 - August 2002
Skills
Residence Life, Student Affairs, Student Development, Higher Education, Event Planning, Program Development, Critical Thinking, Teaching, Crisis Management, Student Leadership, Student Engagement, Campus, Higher Education..., Staff Development, Community Outreach
Education
Marquette University 2004 — 2006
Master of Education (M.Ed.), Educational Policy & Leadership; emphasis in College Student Personnel
Carthage College 1992 — 1996
Bachelor of Arts (B.A.), Mathematics
Shane Masters's New England Financial Experience December 2014 - Present
Job
Industry Financial Services
Experience
New England Financial December 2014 - Present
Hawks Landing Country Club July 2013 - June 2015
Guaranteed Rate July 2014 - December 2014
The Art of Shaving November 2012 - January 2013
Skills
Customer Satisfaction, Microsoft Office, Sales, PowerPoint, Customer Service
Education
Central Connecticut State University 2011 — 2014
Bachelors of Science, Finance
University of Hertfordshire 2013 — 2013
Bachelor's Degree, International Finance
Western Connecticut State University 2010 — 2011
Bachelors of Science, Education
New England Financial December 2014 - Present
Hawks Landing Country Club July 2013 - June 2015
Guaranteed Rate July 2014 - December 2014
The Art of Shaving November 2012 - January 2013
Skills
Customer Satisfaction, Microsoft Office, Sales, PowerPoint, Customer Service
Education
Central Connecticut State University 2011 — 2014
Bachelors of Science, Finance
University of Hertfordshire 2013 — 2013
Bachelor's Degree, International Finance
Western Connecticut State University 2010 — 2011
Bachelors of Science, Education
Richard Failla's New England Financial Experience January 1995 - January 2005
Job Sales Engineer at Tech Products, Inc.
Industry Utilities
Experience
Tech Products, Inc. January 2005 - Present
New England Financial January 1995 - January 2005
Skills
Sales, Customer Service, Energy Management, Sales Management, Contract Negotiation, Negotiation
Education
City University 1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Economics/Accounting, 3.5
Columbia University in the City of New York 1980 — 1981
Non-degree program, Atmospheric Chemistry and Climatology
City University of New York-Brooklyn College 1975 — 1979
BS, Accounting
City University of New York-Brooklyn College 1975 — 1979
Bachelor's degree, Geology/Earth Science, Biology-Oceanography, 3.0
City University of New York-Brooklyn College 1975 — 1979
Accounting and Finance
Tech Products, Inc. January 2005 - Present
New England Financial January 1995 - January 2005
Skills
Sales, Customer Service, Energy Management, Sales Management, Contract Negotiation, Negotiation
Education
City University 1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Economics/Accounting, 3.5
Columbia University in the City of New York 1980 — 1981
Non-degree program, Atmospheric Chemistry and Climatology
City University of New York-Brooklyn College 1975 — 1979
BS, Accounting
City University of New York-Brooklyn College 1975 — 1979
Bachelor's degree, Geology/Earth Science, Biology-Oceanography, 3.0
City University of New York-Brooklyn College 1975 — 1979
Accounting and Finance
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO