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
Brendan P. Welch Brendan P. Welch's New England Financial Experience October 2011 - March 2012
Job Sales and Application Specialist at Henkel
Industry Chemicals
Experience
Henkel October 2013 - Present
Mercedes Benz of Bridgewater Open Road August 2013 - September 2013
Open Road Volkswagon of Bridgewater June 2012 - July 2013
New England Financial October 2011 - March 2012
Skills
Sales, Technical Product Sales, Adhesives, Customer Satisfaction, Account Management, Industrial Chemicals, Negotiation, Client Development, Technical Support, Automotive, Marketing, Social Networking, Leadership
Education
Fairleigh Dickinson University 2008 — 2011
Business Mangement, Entrepreneurial Studies
Henkel October 2013 - Present
Mercedes Benz of Bridgewater Open Road August 2013 - September 2013
Open Road Volkswagon of Bridgewater June 2012 - July 2013
New England Financial October 2011 - March 2012
Skills
Sales, Technical Product Sales, Adhesives, Customer Satisfaction, Account Management, Industrial Chemicals, Negotiation, Client Development, Technical Support, Automotive, Marketing, Social Networking, Leadership
Education
Fairleigh Dickinson University 2008 — 2011
Business Mangement, Entrepreneurial Studies
Oliver Formato Oliver Formato's New England Financial Experience September 2001 - August 2003
Job Director of Sales Northeast Florida at Humana
Industry Insurance
Experience
Humana January 2014 - Present
Humana January 2010 - Present
Humana October 2004 - December 2009
Humana August 2003 - September 2004
New England Financial September 2001 - August 2003
Franklin Templeton Investments June 1998 - September 2001
Skills
Life & Health Insurance..., Health Insurance, Insurance, Managed Care, Sales, Account Management, Medicare, Disability Insurance, Sales Management, Brokers, Life Insurance, Fixed Annuities
Education
Queens University of Charlotte 2009 — 2010
Master of Business Administration (M.B.A.) in progress
Eckerd College 1994 — 1998
Bachelor's degree, Management & Sociology
Humana January 2014 - Present
Humana January 2010 - Present
Humana October 2004 - December 2009
Humana August 2003 - September 2004
New England Financial September 2001 - August 2003
Franklin Templeton Investments June 1998 - September 2001
Skills
Life & Health Insurance..., Health Insurance, Insurance, Managed Care, Sales, Account Management, Medicare, Disability Insurance, Sales Management, Brokers, Life Insurance, Fixed Annuities
Education
Queens University of Charlotte 2009 — 2010
Master of Business Administration (M.B.A.) in progress
Eckerd College 1994 — 1998
Bachelor's degree, Management & Sociology
Alyssa (Domek) Snyder Alyssa (Domek) Snyder's New England Financial Experience March 2009 - August 2009
Job Dental Hygienist
Industry Hospital & Health Care
Experience
Toraason Dental Associates September 2013 - December 2013
Toraason Dental Associates July 2010 - July 2013
New England Financial March 2009 - August 2009
Bob and Peg's Dental April 2005 - September 2008
Skills
Cpr Certified, Dentistry, Infection Control, Nitrous Oxide, Patient Education, Periodontics, Radiography, Treatment, Dentrix, Digital Radiography, Local Anesthesia, Dental Assisting, Health Education, Coronal Polishing, PowerPoint, Microsoft Word, Healthcare, Customer Service, CPR Certified
Education
Harper College 2008 — 2013
Associate's in Applied Science in Dental Hygiene, Dental Hygiene/Hygienist, 3.8
Illinois State University 2009 — 2009
Undeclared, 4.0/4.0
Eastern Illinois University 2007 — 2007
Undeclared, 3.6/4.0
Schaumburg High School 2003 — 2007
High School Diploma
Toraason Dental Associates September 2013 - December 2013
Toraason Dental Associates July 2010 - July 2013
New England Financial March 2009 - August 2009
Bob and Peg's Dental April 2005 - September 2008
Skills
Cpr Certified, Dentistry, Infection Control, Nitrous Oxide, Patient Education, Periodontics, Radiography, Treatment, Dentrix, Digital Radiography, Local Anesthesia, Dental Assisting, Health Education, Coronal Polishing, PowerPoint, Microsoft Word, Healthcare, Customer Service, CPR Certified
Education
Harper College 2008 — 2013
Associate's in Applied Science in Dental Hygiene, Dental Hygiene/Hygienist, 3.8
Illinois State University 2009 — 2009
Undeclared, 4.0/4.0
Eastern Illinois University 2007 — 2007
Undeclared, 3.6/4.0
Schaumburg High School 2003 — 2007
High School Diploma
Susan Caggiano's New England Financial Experience November 1998 - September 2001
Job Residency Education/Credentialing Coordinator at BWH Anesthesiology
Industry Hospital & Health Care
Experience
Brigham and Women's Hospital October 2001 - Present
New England Financial November 1998 - September 2001
Pension Legal and Consulting Services April 1993 - November 1998
Pension Support and Computer Services October 1991 - April 1993
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, Analysis, Policy, Administration, Time Management, Account Reconciliation, Healthcare, Access
Education
Fisher College
Associate Degree, Business Administration
Brigham and Women's Hospital October 2001 - Present
New England Financial November 1998 - September 2001
Pension Legal and Consulting Services April 1993 - November 1998
Pension Support and Computer Services October 1991 - April 1993
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, Analysis, Policy, Administration, Time Management, Account Reconciliation, Healthcare, Access
Education
Fisher College
Associate Degree, Business Administration
Jenny Shear Jenny Shear's New England Financial Experience April 2011 - December 2011
Job Ticket Sales Representative at Historic Tours of America
Industry Marketing and Advertising
Experience
Historic Tours of America December 2014 - Present
Special Funds Conservation Committee March 2013 - October 2014
Gold's Gym April 2012 - February 2013
Castle Rock Security/ Rapid Response Monitoring December 2011 - March 2012
New England Financial April 2011 - December 2011
EBS-RMSCO Inc. November 2010 - April 2011
40 Below Civic Engagement Task Force January 2010 - April 2011
ERISA Consultants June 2007 - August 2010
CNY Syracuse Professional and Recreation Club March 2008 - 2010
Elmira College March 2003 - June 2007
Skills
Strong Organizational..., Direct Sales, Marketing, Customer Service, Social Networking, Management, Microsoft Office, PowerPoint, Microsoft Excel, Software Documentation, Sales, Administration, Research, Insurance, Researching, Quickbooks, Wordpress, Baking, Reading, Interviews, Data Entry
Education
Elmira College 2003 — 2007
BS, Human Services
Historic Tours of America December 2014 - Present
Special Funds Conservation Committee March 2013 - October 2014
Gold's Gym April 2012 - February 2013
Castle Rock Security/ Rapid Response Monitoring December 2011 - March 2012
New England Financial April 2011 - December 2011
EBS-RMSCO Inc. November 2010 - April 2011
40 Below Civic Engagement Task Force January 2010 - April 2011
ERISA Consultants June 2007 - August 2010
CNY Syracuse Professional and Recreation Club March 2008 - 2010
Elmira College March 2003 - June 2007
Skills
Strong Organizational..., Direct Sales, Marketing, Customer Service, Social Networking, Management, Microsoft Office, PowerPoint, Microsoft Excel, Software Documentation, Sales, Administration, Research, Insurance, Researching, Quickbooks, Wordpress, Baking, Reading, Interviews, Data Entry
Education
Elmira College 2003 — 2007
BS, Human Services
Beth DiStasio Beth DiStasio's New England Financial Experience September 2009 - July 2010
Job Media Supervisor
Industry Marketing and Advertising
Experience
CTP August 2015 - Present
allen & gerritsen July 2014 - 2015
allen & gerritsen January 2013 - July 2014
Mullen May 2011 - January 2013
Staples August 2010 - May 2011
New England Financial September 2009 - July 2010
Ala Carte Entertainment 2007 - 2010
Hill Holliday 2005 - 2005
Skills
Social Media, Social Media Marketing, Digital Marketing, Advertising, Media Planning, Integrated Marketing, Digital Media, Media Buying, Mobile Marketing, Email Marketing, Interactive Marketing, Facebook, Digital Strategy, Online Advertising, SEM
Education
Fordham University 2003 — 2007
Bachelor of Science, Business Administration with a Concentration in Marketing
CTP August 2015 - Present
allen & gerritsen July 2014 - 2015
allen & gerritsen January 2013 - July 2014
Mullen May 2011 - January 2013
Staples August 2010 - May 2011
New England Financial September 2009 - July 2010
Ala Carte Entertainment 2007 - 2010
Hill Holliday 2005 - 2005
Skills
Social Media, Social Media Marketing, Digital Marketing, Advertising, Media Planning, Integrated Marketing, Digital Media, Media Buying, Mobile Marketing, Email Marketing, Interactive Marketing, Facebook, Digital Strategy, Online Advertising, SEM
Education
Fordham University 2003 — 2007
Bachelor of Science, Business Administration with a Concentration in Marketing
Elisa Vila's New England Financial Experience July 2002 - December 2006
Job Director at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance December 2013 - Present
Wells Fargo Capital Finance - Channel Finance November 2007 - Present
Castle Pines Capital October 2007 - Present
New England Financial July 2002 - December 2006
Skills
Credit, Financial Analysis, Microsoft Office, Credit Analysis
Education
Florida State University - College of Business 1997 — 2001
Finance, Multinational Business Operations
IPA
Wells Fargo Capital Finance December 2013 - Present
Wells Fargo Capital Finance - Channel Finance November 2007 - Present
Castle Pines Capital October 2007 - Present
New England Financial July 2002 - December 2006
Skills
Credit, Financial Analysis, Microsoft Office, Credit Analysis
Education
Florida State University - College of Business 1997 — 2001
Finance, Multinational Business Operations
IPA
Jason Morales's New England Financial Experience August 2013 - January 2015
Job Student at Florida Atlantic University
Industry Accounting
Experience
Florida Atlantic University January 2015 - Present
New England Financial August 2013 - January 2015
Florida International University January 2012 - April 2012
Florida International University September 2011 - April 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Microsoft Office
Education
Florida Atlantic University
Master's Degree, Accounting
Florida Atlantic University 2013 — 2014
Bachelor of Business Administration (BBA), Accounting, Senior
Florida International University 2010 — 2012
Florida Atlantic University January 2015 - Present
New England Financial August 2013 - January 2015
Florida International University January 2012 - April 2012
Florida International University September 2011 - April 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Microsoft Office
Education
Florida Atlantic University
Master's Degree, Accounting
Florida Atlantic University 2013 — 2014
Bachelor of Business Administration (BBA), Accounting, Senior
Florida International University 2010 — 2012
Casavant Anne Casavant Anne's New England Financial Experience June 1982 - April 2001
Job TEAM Facilitator at Somerville Public Schools
Industry Education Management
Experience
Somerville Public Schools September 2014 - Present
Somerville Public Schools November 2001 - August 2014
New England Financial June 1982 - April 2001
Winchendon Public Schools September 1980 - June 1982
Lake County Public Schools September 1977 - June 1980
Private Tutor June 1976 - August 1976
Skills
Lesson Planning, Differentiated...
Education
Fitchburg State University 2009 — 2014
Post-Masters Graduate Courses
University of Massachusetts Dartmouth 2013 — 2013
Post-Masters Graduate Course
University of Massachusetts Boston 2012 — 2012
Post-Masters Graduate Course
Salem State University 2011 — 2011
Post-Masters Graduate Course
Fitchburg State University 2002 — 2007
Master of Education (M.Ed.), Special Education (Reading Specialist)
Wilson Reading Program Training 2003 — 2003
University of Central Florida 1978 — 1980
Special Education
Framingham State College 1973 — 1977
Bachelor of Science (BS), Early Childhood Education (minor in Special Education)
Somerville Public Schools September 2014 - Present
Somerville Public Schools November 2001 - August 2014
New England Financial June 1982 - April 2001
Winchendon Public Schools September 1980 - June 1982
Lake County Public Schools September 1977 - June 1980
Private Tutor June 1976 - August 1976
Skills
Lesson Planning, Differentiated...
Education
Fitchburg State University 2009 — 2014
Post-Masters Graduate Courses
University of Massachusetts Dartmouth 2013 — 2013
Post-Masters Graduate Course
University of Massachusetts Boston 2012 — 2012
Post-Masters Graduate Course
Salem State University 2011 — 2011
Post-Masters Graduate Course
Fitchburg State University 2002 — 2007
Master of Education (M.Ed.), Special Education (Reading Specialist)
Wilson Reading Program Training 2003 — 2003
University of Central Florida 1978 — 1980
Special Education
Framingham State College 1973 — 1977
Bachelor of Science (BS), Early Childhood Education (minor in Special Education)
Aaron B. Sorenson's New England Financial Experience April 2007 - September 2008
Job Student, Concordia University
Industry Accounting
Experience
Bank of the West May 2012 - September 2013
Chase February 2010 - May 2012
Bank of America July 2009 - February 2010
New York Life Insurance Company September 2008 - July 2009
New England Financial April 2007 - September 2008
Washington Mutual March 2005 - April 2007
Ameriprise Financial Services, Inc. August 2004 - March 2005
Target August 1992 - April 2004
Skills
Investments, Insurance, Financial Services, Banking, Accounting, Financial Reporting, Customer Service, PowerPoint
Education
Concordia University-Portland 2015 — 2017
Bachelor’s Degree, Accounting
Portland Community College 2013 — 2015
Associate’s Degree, Accounting, 4.0 GPA
Bank of the West May 2012 - September 2013
Chase February 2010 - May 2012
Bank of America July 2009 - February 2010
New York Life Insurance Company September 2008 - July 2009
New England Financial April 2007 - September 2008
Washington Mutual March 2005 - April 2007
Ameriprise Financial Services, Inc. August 2004 - March 2005
Target August 1992 - April 2004
Skills
Investments, Insurance, Financial Services, Banking, Accounting, Financial Reporting, Customer Service, PowerPoint
Education
Concordia University-Portland 2015 — 2017
Bachelor’s Degree, Accounting
Portland Community College 2013 — 2015
Associate’s Degree, Accounting, 4.0 GPA
Luke DeCandia CFP, CLU, ChFC Luke DeCandia CFP, CLU, ChFC's New England Financial Experience January 1987 - Present
Job Financial Representative, Creative Financial Group of NJ
Industry Financial Services
Experience
New England Financial January 1987 - Present
Education
Fairleigh Dickinson University
Masters, MBA
Saint Peter's University
BA, Accounting
New England Financial January 1987 - Present
Education
Fairleigh Dickinson University
Masters, MBA
Saint Peter's University
BA, Accounting
Colin X. Morse Colin X. Morse's New England Financial Experience September 2008 - January 2010
Job Vice President at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott January 2012 - Present
First Empire Securities January 2010 - December 2011
New England Financial September 2008 - January 2010
Altanes Investments, LLC November 2006 - May 2007
Skills
Fixed Income, Capital Markets, Trading, Finance, MBS, Series 7, Equities, Series 63, Hedge Funds, Investments, Alternative Investments, Securities
Education
Fordham University
B.A., Political Science, Economics
Janney Montgomery Scott January 2012 - Present
First Empire Securities January 2010 - December 2011
New England Financial September 2008 - January 2010
Altanes Investments, LLC November 2006 - May 2007
Skills
Fixed Income, Capital Markets, Trading, Finance, MBS, Series 7, Equities, Series 63, Hedge Funds, Investments, Alternative Investments, Securities
Education
Fordham University
B.A., Political Science, Economics
Maureen Kirchner Maureen Kirchner's New England Financial Experience May 2008 - August 2008
Job Energy Analyst at BENTEK Energy
Industry Oil & Energy
Experience
BENTEK Energy September 2012 - Present
Colorado School of Mines August 2011 - August 2012
Colorado School of Mines August 2010 - August 2011
National Renewable Energy Laboratory April 2010 - July 2010
CIGNA May 2009 - August 2009
New England Financial May 2008 - August 2008
Skills
Quantitative Analytics, Financial Modeling, Research, Microsoft Excel, Physics, Matlab, Data Analysis, Teaching, Analysis, Customer Service, Strategic Planning, Economics
Education
Colorado School of Mines 2010 — 2012
Masters in Mineral and Energy Economics, Operations Research, 3.94
Regis University 2006 — 2010
Bachelor's degree, Mathematics, 4.0
BENTEK Energy September 2012 - Present
Colorado School of Mines August 2011 - August 2012
Colorado School of Mines August 2010 - August 2011
National Renewable Energy Laboratory April 2010 - July 2010
CIGNA May 2009 - August 2009
New England Financial May 2008 - August 2008
Skills
Quantitative Analytics, Financial Modeling, Research, Microsoft Excel, Physics, Matlab, Data Analysis, Teaching, Analysis, Customer Service, Strategic Planning, Economics
Education
Colorado School of Mines 2010 — 2012
Masters in Mineral and Energy Economics, Operations Research, 3.94
Regis University 2006 — 2010
Bachelor's degree, Mathematics, 4.0
Chris Heinemann's New England Financial Experience April 2009 - September 2011
Job VP of Administration
Industry Oil & Energy
Experience
RidgeWater Resources, LLC July 2013 - Present
FMC Technologies July 2012 - August 2013
Rockwater Energy Solutions November 2011 - July 2012
New England Financial April 2009 - September 2011
Benchmark Home Mortgage January 2006 - April 2009
Hilton 1992 - 1994
Skills
Analysis, Training, Sales, Troubleshooting, Testing, Sales Operations, Financial Analysis, Risk Management, Process Improvement, Forecasting, Budgets, Business Analysis, Project Management
Education
Mesa State College 1990 — 1997
Bachelor of Science (BS), Finance and Financial Management Services
RidgeWater Resources, LLC July 2013 - Present
FMC Technologies July 2012 - August 2013
Rockwater Energy Solutions November 2011 - July 2012
New England Financial April 2009 - September 2011
Benchmark Home Mortgage January 2006 - April 2009
Hilton 1992 - 1994
Skills
Analysis, Training, Sales, Troubleshooting, Testing, Sales Operations, Financial Analysis, Risk Management, Process Improvement, Forecasting, Budgets, Business Analysis, Project Management
Education
Mesa State College 1990 — 1997
Bachelor of Science (BS), Finance and Financial Management Services
Alexander Assaf, CFS®'s New England Financial Experience April 2011 - July 2012
Job Regional Business Consultant (External Wholesaler)
Industry Financial Services
Experience
James Alpha Management September 2015 - Present
Curian Capital March 2014 - September 2015
Curian Capital July 2012 - March 2014
New England Financial April 2011 - July 2012
Morgan Stanley Smith Barney November 2010 - March 2011
Vultur Project July 2010 - September 2010
Johns Hopkins Hospital July 2009 - September 2009
Merrill Lynch June 2007 - September 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Spanish, Teaching, Rock Climbing, Snowboarding, Cooking, Organization, Competitive Intelligence, Series 7, Customer Service, Sales, PowerPoint, Series 66, IRAs, Separately Managed..., Alternative Investments, Editing, Video Editing, Pianist, Personal Financial..., Uniform Combined State..., Public Speaking, Small Business, Financial Advisory, Event Planning, Certified Fund..., Portfolio Management, Asset Allocation, Financial Services, Investment Strategies, Strategic Financial..., Asset Management, Investments, Consulting, Securities, Mutual Funds, Retirement Planning, Finance, Retirement, World Class Customer..., Foreign Languages, World History, 401k, Insurance, Estate Planning, Fixed Annuities, Wealth Management, Life Insurance
Education
Dartmouth College 2006 — 2010
Bachelor of Arts, Classical Studies
Jesuit High School New Orleans 2001 — 2006
High School Diploma, General
James Alpha Management September 2015 - Present
Curian Capital March 2014 - September 2015
Curian Capital July 2012 - March 2014
New England Financial April 2011 - July 2012
Morgan Stanley Smith Barney November 2010 - March 2011
Vultur Project July 2010 - September 2010
Johns Hopkins Hospital July 2009 - September 2009
Merrill Lynch June 2007 - September 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Spanish, Teaching, Rock Climbing, Snowboarding, Cooking, Organization, Competitive Intelligence, Series 7, Customer Service, Sales, PowerPoint, Series 66, IRAs, Separately Managed..., Alternative Investments, Editing, Video Editing, Pianist, Personal Financial..., Uniform Combined State..., Public Speaking, Small Business, Financial Advisory, Event Planning, Certified Fund..., Portfolio Management, Asset Allocation, Financial Services, Investment Strategies, Strategic Financial..., Asset Management, Investments, Consulting, Securities, Mutual Funds, Retirement Planning, Finance, Retirement, World Class Customer..., Foreign Languages, World History, 401k, Insurance, Estate Planning, Fixed Annuities, Wealth Management, Life Insurance
Education
Dartmouth College 2006 — 2010
Bachelor of Arts, Classical Studies
Jesuit High School New Orleans 2001 — 2006
High School Diploma, General
Jeffrey T. Smith Jeffrey T. Smith's New England Financial Experience 2000 - 2002
Job Representative at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance December 2012 - Present
CUSO Financial Services, L.P. (Member FINRA/SIPC) May 2012 - September 2012
New York Life Insurance Company November 2007 - May 2012
NYLife Securities, LLC November 2007 - May 2012
Foresters December 2002 - November 2007
New England Financial 2000 - 2002
Skills
Retirement Planning, Property & Casualty..., Personal Lines Auto, Personal Lines Home, Umbrella Insurance, Life Insurance, Key Person Protection, Fixed Annuities, Securities, Wealth Preservation..., Series 7, Homeowners Insurance, Small Business, Disability Insurance, Insurance, Term Life Insurance, Homeowners, Financial Planning, Employee Benefits, Retirement, Sales, Customer Service, Investments
Education
Thornton High School
Westlake Jr. High
University of Northern Colorado
Business/Commerce
Doane College
Mass Communication/Media Studies
Liberty Mutual Insurance December 2012 - Present
CUSO Financial Services, L.P. (Member FINRA/SIPC) May 2012 - September 2012
New York Life Insurance Company November 2007 - May 2012
NYLife Securities, LLC November 2007 - May 2012
Foresters December 2002 - November 2007
New England Financial 2000 - 2002
Skills
Retirement Planning, Property & Casualty..., Personal Lines Auto, Personal Lines Home, Umbrella Insurance, Life Insurance, Key Person Protection, Fixed Annuities, Securities, Wealth Preservation..., Series 7, Homeowners Insurance, Small Business, Disability Insurance, Insurance, Term Life Insurance, Homeowners, Financial Planning, Employee Benefits, Retirement, Sales, Customer Service, Investments
Education
Thornton High School
Westlake Jr. High
University of Northern Colorado
Business/Commerce
Doane College
Mass Communication/Media Studies
Omar Ghaffar, Esq., CAMS Omar Ghaffar, Esq., CAMS's New England Financial Experience 2000 - 2001
Job FTI Consulting
Industry Law Practice
Experience
FTI Consulting 2013 - 2015
Law Office of Omar Ghaffar, PA 2009 - 2015
Jacobson, Sobo and Moselle 2011 - 2012
Office of Criminal Conflict and Civil Regional Counsel, 4th DCA 2008 - 2009
Office of the Public Defender, 17th Judicial Circuit of Florida 2005 - 2007
Hon. Victoria Sigler, 11th Judicial Circuit of Florida 2003 - 2003
New England Financial 2000 - 2001
Skills
Criminal Law, Depositions, Litigation, Hearings, Felonies, Anti Money Laundering, Securities Regulation, USA PATRIOT Act, Private Investigations, Trial Practice, Appeals, Mediation, Civil Litigation, Torts, Jury Trials, Bankruptcy, Legal Research, Bank Secrecy Act, Trials, Criminal Defense, Securities Exchange Act..., Criminal Defense Lawyer, Wrongful Death, Family Law, Courts, Chapter 13 Bankruptcy, Fraud Investigations, Microsoft SQL Server, Investment Company Act, Uniform Combined State...
Education
University of Miami School of Law 2001 — 2004
Doctor of Law (J.D.)
Connecticut College 1996 — 2000
Bachelor of Arts (B.A.), English, 3.25
Berkshire School 1992 — 1996
FTI Consulting 2013 - 2015
Law Office of Omar Ghaffar, PA 2009 - 2015
Jacobson, Sobo and Moselle 2011 - 2012
Office of Criminal Conflict and Civil Regional Counsel, 4th DCA 2008 - 2009
Office of the Public Defender, 17th Judicial Circuit of Florida 2005 - 2007
Hon. Victoria Sigler, 11th Judicial Circuit of Florida 2003 - 2003
New England Financial 2000 - 2001
Skills
Criminal Law, Depositions, Litigation, Hearings, Felonies, Anti Money Laundering, Securities Regulation, USA PATRIOT Act, Private Investigations, Trial Practice, Appeals, Mediation, Civil Litigation, Torts, Jury Trials, Bankruptcy, Legal Research, Bank Secrecy Act, Trials, Criminal Defense, Securities Exchange Act..., Criminal Defense Lawyer, Wrongful Death, Family Law, Courts, Chapter 13 Bankruptcy, Fraud Investigations, Microsoft SQL Server, Investment Company Act, Uniform Combined State...
Education
University of Miami School of Law 2001 — 2004
Doctor of Law (J.D.)
Connecticut College 1996 — 2000
Bachelor of Arts (B.A.), English, 3.25
Berkshire School 1992 — 1996
Hanna Hoopingarner's New England Financial Experience March 2012 - May 2012
Job Senior Associate Consultant at Semler Brossy Consulting Group
Industry Management Consulting
Experience
Semler Brossy Consulting Group July 2013 - Present
MetLife June 2012 - August 2012
New England Financial March 2012 - May 2012
Colorado College June 2011 - June 2011
Skills
Research, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Econometrics, Data Research
Education
Colorado College 2009 — 2013
Bachelor's degree, Mathematical Economics
Semler Brossy Consulting Group July 2013 - Present
MetLife June 2012 - August 2012
New England Financial March 2012 - May 2012
Colorado College June 2011 - June 2011
Skills
Research, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Econometrics, Data Research
Education
Colorado College 2009 — 2013
Bachelor's degree, Mathematical Economics
LETISHA HOLBROOK LETISHA HOLBROOK's New England Financial Experience 1998 - 2000
Job Trade Spend Specialist at CSM Bakery Solutions
Industry Computer Networking
Experience
Cargill June 2014 - June 2015
Ricoh USA July 2013 - May 2014
The Coca-Cola Company/Spherion June 2009 - December 2012
The Coca-Cola Company/Spherion October 2008 - June 2009
Sun Microsystems December 2007 - September 2008
Sun Microsystems January 2006 - December 2007
Sun Microsystems March 2004 - December 2006
Sun Microsystems August 2003 - March 2004
NettWorth dba F&F Financial 2000 - 2002
New England Financial 1998 - 2000
Skills
Training, Management, Customer Service, Databases, Time Management, Sales Operations, Cross-functional Team..., Access, Analysis, SAP, Microsoft Office, Business Analysis, Process Improvement, Program Management, Team Building, Sales, Microsoft Excel
Education
Colorado Technical University 2014 — 2018
Health Care Administration, 3.68
Cargill June 2014 - June 2015
Ricoh USA July 2013 - May 2014
The Coca-Cola Company/Spherion June 2009 - December 2012
The Coca-Cola Company/Spherion October 2008 - June 2009
Sun Microsystems December 2007 - September 2008
Sun Microsystems January 2006 - December 2007
Sun Microsystems March 2004 - December 2006
Sun Microsystems August 2003 - March 2004
NettWorth dba F&F Financial 2000 - 2002
New England Financial 1998 - 2000
Skills
Training, Management, Customer Service, Databases, Time Management, Sales Operations, Cross-functional Team..., Access, Analysis, SAP, Microsoft Office, Business Analysis, Process Improvement, Program Management, Team Building, Sales, Microsoft Excel
Education
Colorado Technical University 2014 — 2018
Health Care Administration, 3.68
Andrea Baigorria's New England Financial Experience August 2009 - January 2010
Job Regional Assistant Brand Manager, Scotch Central America and Caribbean
Industry Wine and Spirits
Experience
Diageo February 2014 - Present
Newell Rubbermaid August 2012 - January 2014
Newell Rubbermaid April 2011 - August 2012
Newell Rubbermaid July 2010 - April 2011
Project Béisbol May 2010 - April 2011
Rand Internet Marketing January 2010 - July 2010
New England Financial August 2009 - January 2010
Merit Mile Communications April 2009 - August 2009
Avanzada Catolica January 2003 - February 2006
Skills
Social Media, Public Relations, Networking, Event Planning, Social Media Marketing, Social Networking, Marketing, Brand Management, B2B Marketing, Teamwork, Leadership, Brand Development, Trade Shows, Customer Service, Retail, Integrated Marketing, Marketing Strategy, Email Marketing, Multi-channel Marketing, Event Management, Pricing, Consumer Products, Brand Awareness, International Marketing, Advertising, Online Marketing, SEO, Sales, Management, Strategy, Project Planning, Trade Marketing, Marketing Management, Product Development, Forecasting, Blogging, Press Releases, Market Research, Budgets, Marketing Communications, Digital Marketing, Merchandising
Education
Florida International University 2015 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Florida Atlantic University 2007 — 2010
BBA, Marketing
Florida Atlantic University 2007 — 2010
BBA, International Business & Trade
Diageo February 2014 - Present
Newell Rubbermaid August 2012 - January 2014
Newell Rubbermaid April 2011 - August 2012
Newell Rubbermaid July 2010 - April 2011
Project Béisbol May 2010 - April 2011
Rand Internet Marketing January 2010 - July 2010
New England Financial August 2009 - January 2010
Merit Mile Communications April 2009 - August 2009
Avanzada Catolica January 2003 - February 2006
Skills
Social Media, Public Relations, Networking, Event Planning, Social Media Marketing, Social Networking, Marketing, Brand Management, B2B Marketing, Teamwork, Leadership, Brand Development, Trade Shows, Customer Service, Retail, Integrated Marketing, Marketing Strategy, Email Marketing, Multi-channel Marketing, Event Management, Pricing, Consumer Products, Brand Awareness, International Marketing, Advertising, Online Marketing, SEO, Sales, Management, Strategy, Project Planning, Trade Marketing, Marketing Management, Product Development, Forecasting, Blogging, Press Releases, Market Research, Budgets, Marketing Communications, Digital Marketing, Merchandising
Education
Florida International University 2015 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Florida Atlantic University 2007 — 2010
BBA, Marketing
Florida Atlantic University 2007 — 2010
BBA, International Business & Trade
Gene Ellison's New England Financial Experience April 1983 - October 1999
Job Investment Advisor Representative with 30+ years of experience
Industry Investment Management
Experience
Commonwealth Financial Network October 1999 - Present
New England Financial April 1983 - October 1999
Skills
Financial Planning, Retirement Planning, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Advisory, Investments, Securities, Wealth Management, Series 7, Retirement, Alternative Investments, Asset Allocation, Financial Services, Series 63
Education
Fitchburg State College 1978 — 1982
Bachelor Of Science, Communications/Media - Photography
Commonwealth Financial Network October 1999 - Present
New England Financial April 1983 - October 1999
Skills
Financial Planning, Retirement Planning, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Advisory, Investments, Securities, Wealth Management, Series 7, Retirement, Alternative Investments, Asset Allocation, Financial Services, Series 63
Education
Fitchburg State College 1978 — 1982
Bachelor Of Science, Communications/Media - Photography
Erica Schuenemann Erica Schuenemann's New England Financial Experience April 2006 - August 2013
Job Life Marketing Representative, Individual Life Product Promotions
Industry Financial Services
Experience
Securian Financial Group May 2015 - Present
Lawing Financial Inc. October 2013 - May 2015
New England Financial April 2006 - August 2013
MetLife October 2003 - April 2006
ING DIRECT May 2002 - May 2003
Skills
Marketing Strategy, Personal Branding, Social Media Marketing, InDesign, Microsoft Publisher, Cultivation, Target Marketing, Product Marketing, Direct Marketing, CRM, Social Media
Education
College of St. Benedict 1999 — 2003
Bachelor’s Degree, Business Management
Securian Financial Group May 2015 - Present
Lawing Financial Inc. October 2013 - May 2015
New England Financial April 2006 - August 2013
MetLife October 2003 - April 2006
ING DIRECT May 2002 - May 2003
Skills
Marketing Strategy, Personal Branding, Social Media Marketing, InDesign, Microsoft Publisher, Cultivation, Target Marketing, Product Marketing, Direct Marketing, CRM, Social Media
Education
College of St. Benedict 1999 — 2003
Bachelor’s Degree, Business Management
Yesenia Salomon Yesenia Salomon's New England Financial Experience October 2005 - October 2006
Job Insurance Professional at American Family Insurance
Industry Insurance
Experience
American Family Insurance February 2013 - Present
Nationwide Insurance October 2006 - January 2013
New England Financial October 2005 - October 2006
American Family Insurance September 2001 - October 2005
Skills
Insurance, Life Insurance, Health Insurance, Umbrella Insurance, Property & Casualty..., Commercial Insurance, Term Life Insurance, Marketing, Inland Marine, Homeowners, Casualty, Commercial Lines, Strategic Financial..., General Insurance, Retirement Planning
Education
Colorado State University 1994 — 1998
Bachelor's, Business - Marketing
American Family Insurance February 2013 - Present
Nationwide Insurance October 2006 - January 2013
New England Financial October 2005 - October 2006
American Family Insurance September 2001 - October 2005
Skills
Insurance, Life Insurance, Health Insurance, Umbrella Insurance, Property & Casualty..., Commercial Insurance, Term Life Insurance, Marketing, Inland Marine, Homeowners, Casualty, Commercial Lines, Strategic Financial..., General Insurance, Retirement Planning
Education
Colorado State University 1994 — 1998
Bachelor's, Business - Marketing
Roni Boyles's New England Financial Experience December 1997 - June 2000
Job Regional Director Corporate Communications & PR
Industry Public Relations and Communications
Experience
NRT, LLC April 2010 - Present
Coldwell Banker Residential Brokerage New England September 2008 - April 2010
Coldwell Banker Residential Brokerage New England January 2003 - September 2008
Regan Group June 2000 - January 2003
New England Financial December 1997 - June 2000
Mellon Bank Corporation January 1994 - December 1997
Skills
Corporate Communications, Public Relations, Marketing, Event Planning, Social Media, Social Media Marketing, Marketing Communications, Advertising, Crisis Communications, Event Management
Education
Emerson College 1989 — 1993
Bachelor of Science
NRT, LLC April 2010 - Present
Coldwell Banker Residential Brokerage New England September 2008 - April 2010
Coldwell Banker Residential Brokerage New England January 2003 - September 2008
Regan Group June 2000 - January 2003
New England Financial December 1997 - June 2000
Mellon Bank Corporation January 1994 - December 1997
Skills
Corporate Communications, Public Relations, Marketing, Event Planning, Social Media, Social Media Marketing, Marketing Communications, Advertising, Crisis Communications, Event Management
Education
Emerson College 1989 — 1993
Bachelor of Science
T. Phillip Boggess, J.D. T. Phillip Boggess, J.D.'s New England Financial Experience July 2008 - December 2012
Job Financial Advisor at ProEquities and Attorney at Law Office of T. Phillip Boggess
Industry Financial Services
Experience
ProEquities January 2013 - Present
Law Office of T. Phillip Boggess November 1996 - Present
TPB Financial Solutions November 2007 - Present
FUTURITY FIRST Insurance Group January 2013 - Present
New England Financial July 2008 - December 2012
Square 1 Elite Sports Management February 1999 - March 2002
Office of T. Phillip Boggess February 1999 - March 2002
Thomson Reuters (formerly West Legal Publishing) April 1997 - November 2001
James Bouril and Associates December 1996 - April 1997
Law Resources September 1996 - April 1997
Education
Drake University 1993 — 1996
Juris Doctor, Law
Washington University in St. Louis 1989 — 1993
Master of Arts (MA), Economics
Washington University in St. Louis 1989 — 1993
Bachelor of Arts (BA), Economics and Business
Oak Park and River Forest High School (OPRF) 1985 — 1989
ProEquities January 2013 - Present
Law Office of T. Phillip Boggess November 1996 - Present
TPB Financial Solutions November 2007 - Present
FUTURITY FIRST Insurance Group January 2013 - Present
New England Financial July 2008 - December 2012
Square 1 Elite Sports Management February 1999 - March 2002
Office of T. Phillip Boggess February 1999 - March 2002
Thomson Reuters (formerly West Legal Publishing) April 1997 - November 2001
James Bouril and Associates December 1996 - April 1997
Law Resources September 1996 - April 1997
Education
Drake University 1993 — 1996
Juris Doctor, Law
Washington University in St. Louis 1989 — 1993
Master of Arts (MA), Economics
Washington University in St. Louis 1989 — 1993
Bachelor of Arts (BA), Economics and Business
Oak Park and River Forest High School (OPRF) 1985 — 1989
RJ Irving's New England Financial Experience February 2007 - October 2011
Job CEO | Connecting Financial Advisors and Millennials | Accelerating Effectiveness of Corporate Wellness Programs
Industry Financial Services
Experience
Melius September 2014 - Present
Morgan Stanley October 2011 - December 2013
New England Financial February 2007 - October 2011
Cintas July 2004 - January 2007
Skills
Leadership, Strategic Planning, Entrepreneurship, Start-ups, FinTech, Financial Services, Management, Investments, Retirement Planning, Financial Planning, Finance, Business Development, Insurance, Mutual Funds, Retirement, Financial Advisory, Portfolio Management, Wealth Management, Sales, Marketing, Employee Benefits
Education
College of the Holy Cross 2000 — 2004
BA, Psychology
Tabor Academy 1997 — 2000
Lincoln-Sudbury HS 1995 — 1998
Melius September 2014 - Present
Morgan Stanley October 2011 - December 2013
New England Financial February 2007 - October 2011
Cintas July 2004 - January 2007
Skills
Leadership, Strategic Planning, Entrepreneurship, Start-ups, FinTech, Financial Services, Management, Investments, Retirement Planning, Financial Planning, Finance, Business Development, Insurance, Mutual Funds, Retirement, Financial Advisory, Portfolio Management, Wealth Management, Sales, Marketing, Employee Benefits
Education
College of the Holy Cross 2000 — 2004
BA, Psychology
Tabor Academy 1997 — 2000
Lincoln-Sudbury HS 1995 — 1998
Brian Cooper Brian Cooper's New England Financial Experience January 2001 - January 2003
Job Agency Manager at NC Farm Bureau
Industry Insurance
Experience
NC Farm Bureau March 2013 - Present
NC Farm Bureau June 2011 - March 2013
NC Farm Bureau February 2005 - June 2011
Southern Farm Bureau January 2003 - February 2005
New England Financial January 2001 - January 2003
John Hancock Financial Services March 1997 - January 2001
Skills
Commercial Insurance, Insurance, Life Insurance, Property & Casualty..., Health Insurance, Long Term Care Insurance, Disability Insurance, Umbrella Insurance, General Insurance, Casualty Insurance
Education
Mississippi State University 1991 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
East Central Community College 1989 — 1991
Associate's Degree, Civil Engineering, 3.0
NC Farm Bureau March 2013 - Present
NC Farm Bureau June 2011 - March 2013
NC Farm Bureau February 2005 - June 2011
Southern Farm Bureau January 2003 - February 2005
New England Financial January 2001 - January 2003
John Hancock Financial Services March 1997 - January 2001
Skills
Commercial Insurance, Insurance, Life Insurance, Property & Casualty..., Health Insurance, Long Term Care Insurance, Disability Insurance, Umbrella Insurance, General Insurance, Casualty Insurance
Education
Mississippi State University 1991 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
East Central Community College 1989 — 1991
Associate's Degree, Civil Engineering, 3.0
Erin Baehr's New England Financial Experience 2003 - 2007
Job Fee Only Financial Planner, Baehr Family Financial
Industry Financial Services
Experience
National Association of Personal Financial Advisors 2008 - Present
Pocono Record November 2007 - Present
Baehr Family Financial, LLC September 2007 - Present
New England Financial 2003 - 2007
College Hill Tax 2003 - 2007
H&R Block Financial Advisors September 2001 - April 2003
H&R Block January 2001 - September 2001
Education
College of Saint Elizabeth 1985 — 1987
Education
Villanova University 1984 — 1985
Liberal Arts
National Association of Personal Financial Advisors 2008 - Present
Pocono Record November 2007 - Present
Baehr Family Financial, LLC September 2007 - Present
New England Financial 2003 - 2007
College Hill Tax 2003 - 2007
H&R Block Financial Advisors September 2001 - April 2003
H&R Block January 2001 - September 2001
Education
College of Saint Elizabeth 1985 — 1987
Education
Villanova University 1984 — 1985
Liberal Arts
Jon Curley Jon Curley's New England Financial Experience July 1986 - January 1990
Job Insurance Industry Expert
Industry Insurance
Experience
Curley Consulting January 2013 - Present
Symetra Financial November 2010 - July 2012
Wells Fargo Insurance Services January 2009 - October 2010
Wells Fargo May 2005 - January 2009
MCM January 1995 - January 2005
New England Financial July 1986 - January 1990
Skills
Life Insurance, Property & Casualty..., Disability Insurance, Insurance, Underwriting, Employee Benefits, Risk Management, Brokers, Fixed Annuities, Investments, Series 63, Series 7, Retirement Planning, Retirement, Universal Life, Actuarial Science, Estate Planning, Strategic Financial..., Term Life Insurance
Education
College of the Holy Cross 1971 — 1975
Bachelor of Arts (BA), Political Science and Government
The American College 1983 — 1984
CLU, ChFC, Insurance
Lexington High School 1967 — 1971
Curley Consulting January 2013 - Present
Symetra Financial November 2010 - July 2012
Wells Fargo Insurance Services January 2009 - October 2010
Wells Fargo May 2005 - January 2009
MCM January 1995 - January 2005
New England Financial July 1986 - January 1990
Skills
Life Insurance, Property & Casualty..., Disability Insurance, Insurance, Underwriting, Employee Benefits, Risk Management, Brokers, Fixed Annuities, Investments, Series 63, Series 7, Retirement Planning, Retirement, Universal Life, Actuarial Science, Estate Planning, Strategic Financial..., Term Life Insurance
Education
College of the Holy Cross 1971 — 1975
Bachelor of Arts (BA), Political Science and Government
The American College 1983 — 1984
CLU, ChFC, Insurance
Lexington High School 1967 — 1971
Rich Cieslik Rich Cieslik's New England Financial Experience January 1999 - August 2001
Job Owner, CIESLIK FINANCIAL GROUP LLC
Industry Financial Services
Experience
CIESLIK FINANCIAL GROUP LLC June 2005 - Present
New England Financial January 1999 - August 2001
Bradenton Fl July 1993 - May 1995
Skills
Fixed Annuities, Strategic Financial..., Life Insurance, Long-term Care, Retirement Planning, Insurance, Investments, Team Building, Finance, Wealth, Retirement, Financial Services, Customer Service, Disability Insurance, Whole Life, 401k, Sales, Estate Planning, Small Business, IRAs, Risk Management, Term Life Insurance, Health Insurance
Education
Florida Gateway College 1987 — 1990
Associate of Arts (AA), General Studies
CHS
The American College
CIESLIK FINANCIAL GROUP LLC June 2005 - Present
New England Financial January 1999 - August 2001
Bradenton Fl July 1993 - May 1995
Skills
Fixed Annuities, Strategic Financial..., Life Insurance, Long-term Care, Retirement Planning, Insurance, Investments, Team Building, Finance, Wealth, Retirement, Financial Services, Customer Service, Disability Insurance, Whole Life, 401k, Sales, Estate Planning, Small Business, IRAs, Risk Management, Term Life Insurance, Health Insurance
Education
Florida Gateway College 1987 — 1990
Associate of Arts (AA), General Studies
CHS
The American College
James Foege, MBA, CFS®'s New England Financial Experience 2006 - 2007
Job Investment Management at William Blair & Company
Industry Financial Services
Experience
R.J.O'Brien Fund Management, LLC April 2007 - March 2012
New England Financial 2006 - 2007
Allstate 2001 - 2005
Talbot Financial 2000 - 2001
Scudder Kemper Investments 1997 - 1999
Skills
Mutual Funds, FINRA, Fixed Annuities, Insurance, Investments, Financial Markets, Alternative Investments, Equities, Series 6, Series 7, Securities, Separately Managed..., Fixed Income, Asset Allocation, Hedge Funds, ETFs, New Business Development, Marketing, Customer Service, Banking, Brokerage, Retirement Planning, Managed Futures, Building Relationships, Investor Relations, Asset Managment, Commodity, Variable Annuities, Financial Advisory, Key Account Development, Financial Services, Finance, Risk Management, Key Account Management, Investment Advisory, MBA Finance, Series 24, Capital Markets, Bloomberg, Trading, Bonds, Uniform Combined State..., Wealth Management, Derivatives, Investment Strategies, Options, Hedging, Equity Trading
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Strategy, Execution & Valuation (SEV)
Illinois State University 1991 — 1996
Bachelor of Science (B.S.), Finance
Licenses:
Institute of Business & Finance:
R.J.O'Brien Fund Management, LLC April 2007 - March 2012
New England Financial 2006 - 2007
Allstate 2001 - 2005
Talbot Financial 2000 - 2001
Scudder Kemper Investments 1997 - 1999
Skills
Mutual Funds, FINRA, Fixed Annuities, Insurance, Investments, Financial Markets, Alternative Investments, Equities, Series 6, Series 7, Securities, Separately Managed..., Fixed Income, Asset Allocation, Hedge Funds, ETFs, New Business Development, Marketing, Customer Service, Banking, Brokerage, Retirement Planning, Managed Futures, Building Relationships, Investor Relations, Asset Managment, Commodity, Variable Annuities, Financial Advisory, Key Account Development, Financial Services, Finance, Risk Management, Key Account Management, Investment Advisory, MBA Finance, Series 24, Capital Markets, Bloomberg, Trading, Bonds, Uniform Combined State..., Wealth Management, Derivatives, Investment Strategies, Options, Hedging, Equity Trading
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Strategy, Execution & Valuation (SEV)
Illinois State University 1991 — 1996
Bachelor of Science (B.S.), Finance
Licenses:
Institute of Business & Finance:
Jack Withrow's New England Financial Experience 2001 - 2009
Job Healthplan Services
Industry Insurance
Experience
HealthPlan Services 2013 - Present
Juster and Associates April 2012 - March 2014
Lanier Upshaw January 2010 - April 2012
New England Financial 2001 - 2009
Metlife 2004 - 2007
Skills
Insurance, Disability Insurance, Health Insurance, Life Insurance, Employee Benefits, Long-term Care, Underwriting, Fixed Annuities, Retirement Planning, New Business Development, Strategic Financial..., Health Savings Accounts
Education
Florida State University 1998 — 2000
Political Science
Florida State University 1996 — 2000
Political Science, Political Science
H.B. Plant 1986 — 1989
C
St. John's Episcopal
HealthPlan Services 2013 - Present
Juster and Associates April 2012 - March 2014
Lanier Upshaw January 2010 - April 2012
New England Financial 2001 - 2009
Metlife 2004 - 2007
Skills
Insurance, Disability Insurance, Health Insurance, Life Insurance, Employee Benefits, Long-term Care, Underwriting, Fixed Annuities, Retirement Planning, New Business Development, Strategic Financial..., Health Savings Accounts
Education
Florida State University 1998 — 2000
Political Science
Florida State University 1996 — 2000
Political Science, Political Science
H.B. Plant 1986 — 1989
C
St. John's Episcopal
Eric Kasimov Eric Kasimov's New England Financial Experience 1999 - 2001
Job Founder, President at KazSource, your insurance group for life
Industry Insurance
Experience
KAZSOURCE March 2013 - Present
Crump Insurance April 2004 - March 2013
AXA 2001 - 2003
New England Financial 1999 - 2001
Skills
Life Insurance, Insurance, Retirement Planning, Estate Planning, Disability Insurance, Underwriting, Financial Services, Insurance Brokerage, Financial Planners, Financial Advisory, Fixed Annuities, Finance, Small Business, Insurance Planning, Term Life Insurance, Long Term Care Insurance, Universal Life, High Net Worth..., Strategic Financial..., Selling, Entrepreneurship
Education
College of Charleston 1995 — 1999
B.A., Corporate Communications with minors in business administration & English
Nichols 1991 — 1995
College Prep
KAZSOURCE March 2013 - Present
Crump Insurance April 2004 - March 2013
AXA 2001 - 2003
New England Financial 1999 - 2001
Skills
Life Insurance, Insurance, Retirement Planning, Estate Planning, Disability Insurance, Underwriting, Financial Services, Insurance Brokerage, Financial Planners, Financial Advisory, Fixed Annuities, Finance, Small Business, Insurance Planning, Term Life Insurance, Long Term Care Insurance, Universal Life, High Net Worth..., Strategic Financial..., Selling, Entrepreneurship
Education
College of Charleston 1995 — 1999
B.A., Corporate Communications with minors in business administration & English
Nichols 1991 — 1995
College Prep
Roger J. Tuttle's New England Financial Experience 1974 - 2002
Job President, Tuttle Financial Advisors, Inc
Industry Financial Services
Experience
Tuttle Finanical Advisors, Inc January 2002 - Present
RAG Study Group 1995 - 2003
New England Financial 1974 - 2002
Skills
Personalized Practice..., Investment Advisory, Brokerage, Uniform Combined State..., Entrepreneurship, Brokers, Management Consulting, Coaching, Income, Retirement Planning, Fixed Annuities, Tax, Licensing, Health Savings Accounts, 403 b, Investments, Retirement, Strategic Planning, Wealth Management, Strategic Financial..., 401k, Financial Services, Executive Benefit..., Underwriting, Estate Planning, Insurance, Finance, Financial Planners, Business, Marketing
Education
Eckerd College 1984 — 1986
Bachelor's degree, Business/Commerce, General
Tuttle Finanical Advisors, Inc January 2002 - Present
RAG Study Group 1995 - 2003
New England Financial 1974 - 2002
Skills
Personalized Practice..., Investment Advisory, Brokerage, Uniform Combined State..., Entrepreneurship, Brokers, Management Consulting, Coaching, Income, Retirement Planning, Fixed Annuities, Tax, Licensing, Health Savings Accounts, 403 b, Investments, Retirement, Strategic Planning, Wealth Management, Strategic Financial..., 401k, Financial Services, Executive Benefit..., Underwriting, Estate Planning, Insurance, Finance, Financial Planners, Business, Marketing
Education
Eckerd College 1984 — 1986
Bachelor's degree, Business/Commerce, General
Regina Nugent, CFP (R) Regina Nugent, CFP (R)'s New England Financial Experience January 2006 - January 2007
Job Management and Leadership Development
Industry Financial Services
Experience
The Guardian Life Insurance Company of America February 2014 - Present
MetLife January 2007 - December 2013
New England Financial January 2006 - January 2007
MetLife January 1996 - July 2001
MetLife January 1992 - December 1995
Skills
Marketing Communications, Retirement Planning, Product Management, Strategic Financial..., Corporate Communications, Strategic Communications, Investments, Management, Business Planning, Insurance, Integrated Marketing, Leadership, Retirement, Marketing, Financial Services, Life Insurance, Business Strategy, Series 6, Cross-functional Team..., Disability Insurance, Change Management, 401k, Program Management, Fixed Annuities, Long-term Care, Financial Advisory, Term Life Insurance, IRAs, Employee Benefits, Variable Annuities, Mutual Funds, Long Term Care Insurance, Series 63
Education
University of Notre Dame
Bachelor of Arts (BA), Psychology, cum laude
College for Financial Planning
CFP, Financial Planning
New York University
Coursework toward Masters, Clinical Psychology
The Guardian Life Insurance Company of America February 2014 - Present
MetLife January 2007 - December 2013
New England Financial January 2006 - January 2007
MetLife January 1996 - July 2001
MetLife January 1992 - December 1995
Skills
Marketing Communications, Retirement Planning, Product Management, Strategic Financial..., Corporate Communications, Strategic Communications, Investments, Management, Business Planning, Insurance, Integrated Marketing, Leadership, Retirement, Marketing, Financial Services, Life Insurance, Business Strategy, Series 6, Cross-functional Team..., Disability Insurance, Change Management, 401k, Program Management, Fixed Annuities, Long-term Care, Financial Advisory, Term Life Insurance, IRAs, Employee Benefits, Variable Annuities, Mutual Funds, Long Term Care Insurance, Series 63
Education
University of Notre Dame
Bachelor of Arts (BA), Psychology, cum laude
College for Financial Planning
CFP, Financial Planning
New York University
Coursework toward Masters, Clinical Psychology
Christopher Magann Christopher Magann's New England Financial Experience December 2001 - June 2010
Job Portfolio Manager with Sowell Management
Industry Investment Management
Experience
Sowell Management Services June 2010 - Present
Leinster Financial August 2012 - Present
New England Financial December 2001 - June 2010
TD Waterhouse August 1999 - June 2001
Skills
Series 7, Retirement Planning, Mutual Funds, Asset Allocation, Risk Management, Financial Analysis, Portfolio Management, Investments, Investment Strategies, Wealth Management, Investment Advisory, Alternative Investments, Securities, Investment Management, Asset Management, Series 63, Hedge Funds, Retirement, Wealth Management..., Equities, Variable Annuities, Financial Advisory, 401k, Fixed Annuities, Fixed Income, Estate Planning, Strategic Financial...
Education
Millsaps College 1998 — 2000
Bachelor of Business Administration (BBA)
East Carolina University 1994 — 1997
St Andrews 1992 — 1994
Sowell Management Services June 2010 - Present
Leinster Financial August 2012 - Present
New England Financial December 2001 - June 2010
TD Waterhouse August 1999 - June 2001
Skills
Series 7, Retirement Planning, Mutual Funds, Asset Allocation, Risk Management, Financial Analysis, Portfolio Management, Investments, Investment Strategies, Wealth Management, Investment Advisory, Alternative Investments, Securities, Investment Management, Asset Management, Series 63, Hedge Funds, Retirement, Wealth Management..., Equities, Variable Annuities, Financial Advisory, 401k, Fixed Annuities, Fixed Income, Estate Planning, Strategic Financial...
Education
Millsaps College 1998 — 2000
Bachelor of Business Administration (BBA)
East Carolina University 1994 — 1997
St Andrews 1992 — 1994
Barbara Bowman, CLTC MPA's New England Financial Experience January 2004 - August 2013
Job Senior Financal Services Representative/ Princor Registered Representative at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group August 2013 - Present
New England Financial January 2004 - August 2013
Skills
401(k)m 403(b), SEP, &..., Variable Annuities, Fixed Annuities, Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., Traditional IRA, Roth IRA, Key Person Insurance, Long-term Care, Mutual Funds, pension plans, salary continuation, split dollar plans, supplemental retirement..., Survivor Income, Series 6, Series 63, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole life insurance
Education
Florida State University
Bachelorof Science, Multinational Business
University of Central Florida
Master's degree, Public Administration
Principal Financial Group August 2013 - Present
New England Financial January 2004 - August 2013
Skills
401(k)m 403(b), SEP, &..., Variable Annuities, Fixed Annuities, Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., Traditional IRA, Roth IRA, Key Person Insurance, Long-term Care, Mutual Funds, pension plans, salary continuation, split dollar plans, supplemental retirement..., Survivor Income, Series 6, Series 63, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole life insurance
Education
Florida State University
Bachelorof Science, Multinational Business
University of Central Florida
Master's degree, Public Administration
Scott Lord, CFP® Scott Lord, CFP®'s New England Financial Experience August 2009 - December 2010
Job Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group December 2010 - Present
New England Financial August 2009 - December 2010
The Benchmark Company July 2008 - August 2009
Oppenheimer & Co. September 1994 - June 2008
Skills
401k, Asset Allocation, Series 7, Series 63, Series 24, series 66, Income Protection, IRAs, Disability Insurance, Estate Planning, Pension plans, Survivor Income, Deferred Compensation, Long Term Care Insurance
Education
University of Scranton 1990 — 1994
BS, Accounting
Hofstra University 1995 — 1997
MBA, Finance
Duke University 2011 — 2012
Office of Continuing Studies, Executive Certificate in Financial Planning
Principal Financial Group December 2010 - Present
New England Financial August 2009 - December 2010
The Benchmark Company July 2008 - August 2009
Oppenheimer & Co. September 1994 - June 2008
Skills
401k, Asset Allocation, Series 7, Series 63, Series 24, series 66, Income Protection, IRAs, Disability Insurance, Estate Planning, Pension plans, Survivor Income, Deferred Compensation, Long Term Care Insurance
Education
University of Scranton 1990 — 1994
BS, Accounting
Hofstra University 1995 — 1997
MBA, Finance
Duke University 2011 — 2012
Office of Continuing Studies, Executive Certificate in Financial Planning
Rob Cortez AAMS® CRPC® Rob Cortez AAMS® CRPC®'s New England Financial Experience February 2010 - July 2010
Job Financial Advisor at USAA
Industry Investment Management
Experience
USAA September 2010 - Present
New England Financial February 2010 - July 2010
Edward Jones January 2007 - May 2009
Skills
Series 7, Retirement Planning, College Savings Plans, IRAs, Roth IRA, Wealth Accumulation, Series 65, Variable Products, Investment Advisory, Wealth Management, Investment Strategies, Retirement, Asset Allocation, Mutual Funds, Fixed Annuities, Series 63, Financial Planners, Wealth, 401k, Trust Services
Education
Rice University 2012 — 2013
CFP® Program
College for Financial Planning 2011 — 2013
AAMS® CRPC®
University of Houston
BS
USAA September 2010 - Present
New England Financial February 2010 - July 2010
Edward Jones January 2007 - May 2009
Skills
Series 7, Retirement Planning, College Savings Plans, IRAs, Roth IRA, Wealth Accumulation, Series 65, Variable Products, Investment Advisory, Wealth Management, Investment Strategies, Retirement, Asset Allocation, Mutual Funds, Fixed Annuities, Series 63, Financial Planners, Wealth, 401k, Trust Services
Education
Rice University 2012 — 2013
CFP® Program
College for Financial Planning 2011 — 2013
AAMS® CRPC®
University of Houston
BS
Paul Wood, LUTCF Paul Wood, LUTCF's New England Financial Experience September 2011 - October 2012
Job Financial Representataive
Industry Insurance
Experience
Insurance Connection USA February 2011 - Present
New England Financial September 2011 - October 2012
Allegiant Wealth Mgt/MassMutual April 2009 - June 2011
Prudential Financial December 2007 - April 2009
Texas American Food Service October 2003 - October 2007
Skills
Retirement Planning, Estate Planning, Insurance, Retirement, Life Insurance, Disability Insurance, Employee Benefits, Property & Casualty..., Health Insurance, Medicare, Financial Planners
Education
Southern Methodist University 1974 — 1976
MM
Dallas Baptist University 1971 — 1974
BA
Insurance Connection USA February 2011 - Present
New England Financial September 2011 - October 2012
Allegiant Wealth Mgt/MassMutual April 2009 - June 2011
Prudential Financial December 2007 - April 2009
Texas American Food Service October 2003 - October 2007
Skills
Retirement Planning, Estate Planning, Insurance, Retirement, Life Insurance, Disability Insurance, Employee Benefits, Property & Casualty..., Health Insurance, Medicare, Financial Planners
Education
Southern Methodist University 1974 — 1976
MM
Dallas Baptist University 1971 — 1974
BA
Barbie Bowman's New England Financial Experience February 2003 - Present
Job Registered Financial Representative at New England Financial
Industry Financial Services
Experience
New England Financial February 2003 - Present
Education
Florida State University 1983 — 1987
New England Financial February 2003 - Present
Education
Florida State University 1983 — 1987
Jerry Kehoe Jerry Kehoe's New England Financial Experience 1985 - 1990
Job Deal Origination Trudeau & Trudeau
Industry Investment Banking
Experience
Trudeau & Trudeau Associates March 2011 - Present
Innovation Capital Partners, LP March 2008 - February 2011
Trudeau & Trudeau Associates June 2006 - February 2008
AlliedBarton Security Services February 2005 - May 2006
US Security September 2000 - February 2005
Securitas May 1990 - September 2000
New England Financial 1985 - 1990
Skills
Recruiting, Contract Negotiation, Relationship Management, Risk Assessment, Mergers, New Business Development, Business Development, Business Strategy, Strategic Planning, Due Diligence, Marketing Strategy, Sales Management, Negotiation, Management Consulting, Mergers & Acquisitions, Strategic Partnerships, Competitive Analysis, Management, Strategy, Investment Banking, Brand Development, Team Building, CRM, Salesforce.com, Lead Generation, Marketing, Sales, B2B, Sales Operations
Education
Eastern Connecticut State University 1980 — 1985
Bachelor's Degree, Business Administration/Finance
The University of Connecticut 1982 — 1984
Economics & Finance
Old Saybrook Senior High School
Trudeau & Trudeau Associates March 2011 - Present
Innovation Capital Partners, LP March 2008 - February 2011
Trudeau & Trudeau Associates June 2006 - February 2008
AlliedBarton Security Services February 2005 - May 2006
US Security September 2000 - February 2005
Securitas May 1990 - September 2000
New England Financial 1985 - 1990
Skills
Recruiting, Contract Negotiation, Relationship Management, Risk Assessment, Mergers, New Business Development, Business Development, Business Strategy, Strategic Planning, Due Diligence, Marketing Strategy, Sales Management, Negotiation, Management Consulting, Mergers & Acquisitions, Strategic Partnerships, Competitive Analysis, Management, Strategy, Investment Banking, Brand Development, Team Building, CRM, Salesforce.com, Lead Generation, Marketing, Sales, B2B, Sales Operations
Education
Eastern Connecticut State University 1980 — 1985
Bachelor's Degree, Business Administration/Finance
The University of Connecticut 1982 — 1984
Economics & Finance
Old Saybrook Senior High School
Bob Manzi Bob Manzi's New England Financial Experience February 2002 - October 2003
Job Corporate Controller at Clarity Media Group
Industry Publishing
Experience
Idyllwood Manor at Andes Ct. January 2013 - Present
Clarity Media Group October 2009 - Present
Idyllwood Manor 2013 - 2014
Morris Publishing Group, LLC October 2004 - October 2009
Morris Communications October 2003 - October 2004
New England Financial February 2002 - October 2003
New Haven Register 1998 - 2002
The Clarion Ledger 1992 - 1998
Columbus Ledger-Enquirer 1981 - 1992
Skills
Internal Controls, Financial Reporting, Accounting, Forecasting, Managerial Finance, Auditing, Process Improvement, Budgets, GAAP, Strategic Financial..., SEC filings, SAP, Analysis, Management, Strategic Planning, Project Management, Project Planning, Finance, Financial Statements, Sarbanes-Oxley Act, CPA, Cost Accounting, Revenue Recognition, Executive Management
Education
Columbus State University 1977 — 1979
BBA, Accounting
US Naval Academy 1975 — 1977
Industrial Management
Idyllwood Manor at Andes Ct. January 2013 - Present
Clarity Media Group October 2009 - Present
Idyllwood Manor 2013 - 2014
Morris Publishing Group, LLC October 2004 - October 2009
Morris Communications October 2003 - October 2004
New England Financial February 2002 - October 2003
New Haven Register 1998 - 2002
The Clarion Ledger 1992 - 1998
Columbus Ledger-Enquirer 1981 - 1992
Skills
Internal Controls, Financial Reporting, Accounting, Forecasting, Managerial Finance, Auditing, Process Improvement, Budgets, GAAP, Strategic Financial..., SEC filings, SAP, Analysis, Management, Strategic Planning, Project Management, Project Planning, Finance, Financial Statements, Sarbanes-Oxley Act, CPA, Cost Accounting, Revenue Recognition, Executive Management
Education
Columbus State University 1977 — 1979
BBA, Accounting
US Naval Academy 1975 — 1977
Industrial Management
Jonathan J. Pratt, CLF Jonathan J. Pratt, CLF's New England Financial Experience 1998 - 2005
Job CEO of Benefactor and Life Solutions Group
Industry Information Technology and Services
Experience
Benefactor Solutions & Life Solutions Group 2010 - Present
Penn Mutual 2008 - 2010
Foresters Financial Partners 2005 - 2008
New England Financial 1998 - 2005
John Hancock Life Insurance Company (U.S.A.) 1995 - 1997
Skills
Life Insurance, Insurance, Mutual Funds, Fixed Annuities, Retirement Planning, Recruiting, Disability Insurance, Small Business, Retirement, Long-term Care, Strategic Financial..., Employee Benefits, Leadership Development, Long Term Care Insurance, Leadership, New Business Development, IRAs, Estate Planning, Financial Planners, 401k, Term Life Insurance, Management, Sales, Financial Advisory, Health Insurance, Investments, Protection, Wealth Management, Practice Development, Whole Life, Securities, Financial Services, Wealth, Universal Life, Wealth Accumulation, Series 7, 401k Rollovers, Investment Advisory, Sales Recruitment, Selling, Brokers, Financial Planning, Advisor Practice..., Property & Casualty..., Critical Illness, Portfolio Management, FINRA, Risk Management, Consulting Services, Business Consulting
Education
Financial Services Industry 1986 — 2014
Endicott College 2005 — 2007
Masters, Education
Agency Management Training Course 1993 — 1995
AMTC Graduate, Field Management
The American College 1993 — 1995
Chartered Leadership Fellow, Leadership
Learning International 1992 — 1993
Certification Program, Professional Coaching Program
Learning International 1991 — 1992
Certified Trainer Program, Professional Selling Skills
University of Maine 1982 — 1985
Finance, Business
Worcester Academy 1981 — 1982
Prep School, High School
Gloucester High School 1979 — 1981
High School Diploma
Benefactor Solutions & Life Solutions Group 2010 - Present
Penn Mutual 2008 - 2010
Foresters Financial Partners 2005 - 2008
New England Financial 1998 - 2005
John Hancock Life Insurance Company (U.S.A.) 1995 - 1997
Skills
Life Insurance, Insurance, Mutual Funds, Fixed Annuities, Retirement Planning, Recruiting, Disability Insurance, Small Business, Retirement, Long-term Care, Strategic Financial..., Employee Benefits, Leadership Development, Long Term Care Insurance, Leadership, New Business Development, IRAs, Estate Planning, Financial Planners, 401k, Term Life Insurance, Management, Sales, Financial Advisory, Health Insurance, Investments, Protection, Wealth Management, Practice Development, Whole Life, Securities, Financial Services, Wealth, Universal Life, Wealth Accumulation, Series 7, 401k Rollovers, Investment Advisory, Sales Recruitment, Selling, Brokers, Financial Planning, Advisor Practice..., Property & Casualty..., Critical Illness, Portfolio Management, FINRA, Risk Management, Consulting Services, Business Consulting
Education
Financial Services Industry 1986 — 2014
Endicott College 2005 — 2007
Masters, Education
Agency Management Training Course 1993 — 1995
AMTC Graduate, Field Management
The American College 1993 — 1995
Chartered Leadership Fellow, Leadership
Learning International 1992 — 1993
Certification Program, Professional Coaching Program
Learning International 1991 — 1992
Certified Trainer Program, Professional Selling Skills
University of Maine 1982 — 1985
Finance, Business
Worcester Academy 1981 — 1982
Prep School, High School
Gloucester High School 1979 — 1981
High School Diploma
Shirley Lopez, MBA Shirley Lopez, MBA's New England Financial Experience January 2008 - August 2008
Job Project Manager at Nettingsolutions
Industry International Trade and Development
Experience
L&L Process November 2014 - Present
Nettingsolutions January 2013 - Present
Pfleger Financial Group August 2008 - December 2012
New England Financial January 2008 - August 2008
Skills
Marketing Automation, Lead Nurturing, Event Marketing, Online Lead Generation, Email Marketing, Digital Marketing, Social Media Marketing, Inbound Marketing, Consumer Engagement..., Real-Time..., Content Development, Online Marketing, B2B Marketing, International Business, Marketing Communications, International Trade, Export, Marketing Strategy, Marketing, Online Advertising, Capacity Building, International Relations, International..., Business Strategy, Event Planning, Sales, Spanish, Project Management, Customer Service, Leadership, Strategic Planning, Training, Microsoft Office
Education
Florida International University 2005 — 2006
Master of Business Administration (MBA), International Business
Northeastern University 2000 — 2003
Bachelor of Arts (B.A.), Political Science and Government
L&L Process November 2014 - Present
Nettingsolutions January 2013 - Present
Pfleger Financial Group August 2008 - December 2012
New England Financial January 2008 - August 2008
Skills
Marketing Automation, Lead Nurturing, Event Marketing, Online Lead Generation, Email Marketing, Digital Marketing, Social Media Marketing, Inbound Marketing, Consumer Engagement..., Real-Time..., Content Development, Online Marketing, B2B Marketing, International Business, Marketing Communications, International Trade, Export, Marketing Strategy, Marketing, Online Advertising, Capacity Building, International Relations, International..., Business Strategy, Event Planning, Sales, Spanish, Project Management, Customer Service, Leadership, Strategic Planning, Training, Microsoft Office
Education
Florida International University 2005 — 2006
Master of Business Administration (MBA), International Business
Northeastern University 2000 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Frederick Van Den Abbeel Frederick Van Den Abbeel's New England Financial Experience 2002 - 2003
Job Executive Vice President at TradePMR, Inc.
Industry Financial Services
Experience
Trade-PMR, Inc. June 2008 - Present
Financial Planning Association of San Francisco May 2011 - October 2014
FPA of Tampa Bay January 2010 - December 2010
Cambridge Investment Research 2006 - 2008
INVEST Financial Corporation; Indirect Subsidiary of Prudential plc 2003 - 2006
Excalibur Consulting Corporation 2002 - 2003
New England Financial 2002 - 2003
American Express Financial Advisors 1997 - 2001
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Investment Advisory, Financial Advisory, Insurance, Wealth, Financial Services, Retirement, Series 7, Mutual Funds, Portfolio Management, Securities, Series 63, Asset Managment, Asset Allocation, 401k, Fixed Annuities, Alternative Investments, Estate Planning, Investment Strategies, Equities, FINRA, Financial Planning, IRAs, Investment Management, Series 24, Financial Planners, Asset Management, Fixed Income, Financial Analysis
Education
Bridgewater International University Group 2000 — 2001
Bachelor, Business Administration
Columbia College 1996 — 2000
Associate in Arts, Accounting
Trade-PMR, Inc. June 2008 - Present
Financial Planning Association of San Francisco May 2011 - October 2014
FPA of Tampa Bay January 2010 - December 2010
Cambridge Investment Research 2006 - 2008
INVEST Financial Corporation; Indirect Subsidiary of Prudential plc 2003 - 2006
Excalibur Consulting Corporation 2002 - 2003
New England Financial 2002 - 2003
American Express Financial Advisors 1997 - 2001
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Investment Advisory, Financial Advisory, Insurance, Wealth, Financial Services, Retirement, Series 7, Mutual Funds, Portfolio Management, Securities, Series 63, Asset Managment, Asset Allocation, 401k, Fixed Annuities, Alternative Investments, Estate Planning, Investment Strategies, Equities, FINRA, Financial Planning, IRAs, Investment Management, Series 24, Financial Planners, Asset Management, Fixed Income, Financial Analysis
Education
Bridgewater International University Group 2000 — 2001
Bachelor, Business Administration
Columbia College 1996 — 2000
Associate in Arts, Accounting
Linus Park, MSF, CFP® Linus Park, MSF, CFP®'s New England Financial Experience December 2008 - November 2014
Job Investment Director at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™ December 2014 - Present
New England Financial December 2008 - November 2014
New England Financial November 2008 - November 2014
MonoGen, Inc. May 2008 - October 2008
MonoGen, Inc. June 2007 - May 2008
Netzone Corporation February 2005 - March 2008
iConnect Network, Inc. 2001 - 2005
Skills
Series 7, Series 65, MCSA, Investment Management, Investment Strategies, Portfolio Assessment, Alternative Investment..., Risk Management, CERTIFIED FINANCIAL...
Education
Northwestern University
Bachelor of Science (B.S.), Economics, 3.9
Northwestern University
Bachelor of Science (B.S.), Organizational Behavior, 3.9
College for Financial Planning 2013 — 2014
Master of Science, Finance, 4.0
McAdam Financially Advanced™ December 2014 - Present
New England Financial December 2008 - November 2014
New England Financial November 2008 - November 2014
MonoGen, Inc. May 2008 - October 2008
MonoGen, Inc. June 2007 - May 2008
Netzone Corporation February 2005 - March 2008
iConnect Network, Inc. 2001 - 2005
Skills
Series 7, Series 65, MCSA, Investment Management, Investment Strategies, Portfolio Assessment, Alternative Investment..., Risk Management, CERTIFIED FINANCIAL...
Education
Northwestern University
Bachelor of Science (B.S.), Economics, 3.9
Northwestern University
Bachelor of Science (B.S.), Organizational Behavior, 3.9
College for Financial Planning 2013 — 2014
Master of Science, Finance, 4.0
Derek Chow Derek Chow's New England Financial Experience 1985 - 1989
Job Matthews Asia
Industry Investment Management
Experience
Matthews Asia September 2014 - Present
Voya Investment Management September 2011 - June 2014
FAF Advisors December 2007 - January 2011
Cornerstone Real Estate Funds March 2006 - November 2007
Lincoln Financial Distributors 2003 - 2005
Strong Capital Management 2001 - 2003
Fidelity Investments 1998 - 2001
Nuveen 1991 - 1998
New England Financial 1985 - 1989
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Investments, Asset Managment, Separately Managed..., Asset Allocation, ETFs, Securities, Investment Advisory, Wealth Management, Asset Management, Investment Strategies, Hedge Funds, Equities, Portfolio Management, Investment Management, Retirement Planning, Financial Services, Retirement
Education
Dartmouth College 1980 — 1984
Bachelor's degree, Philosophy and Religious Studies
Matthews Asia September 2014 - Present
Voya Investment Management September 2011 - June 2014
FAF Advisors December 2007 - January 2011
Cornerstone Real Estate Funds March 2006 - November 2007
Lincoln Financial Distributors 2003 - 2005
Strong Capital Management 2001 - 2003
Fidelity Investments 1998 - 2001
Nuveen 1991 - 1998
New England Financial 1985 - 1989
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Investments, Asset Managment, Separately Managed..., Asset Allocation, ETFs, Securities, Investment Advisory, Wealth Management, Asset Management, Investment Strategies, Hedge Funds, Equities, Portfolio Management, Investment Management, Retirement Planning, Financial Services, Retirement
Education
Dartmouth College 1980 — 1984
Bachelor's degree, Philosophy and Religious Studies
Jay Wright Jay Wright's New England Financial Experience 1989 - 2000
Job Director at Coris Energy Control Systems
Industry Electrical/Electronic Manufacturing
Experience
Coris Energy Control Systems September 2010 - Present
Great West Life Assurance Company 2000 - 2003
New England Financial 1989 - 2000
Great West Life Assurance 1976 - 1989
Aetna 1973 - 1976
Skills
Strategic Planning, New Business Development, Employee Benefits, Business Development, Business Strategy, Public Relations, Negotiation, Product Development, Team Building, Contract Management, Start-ups, Contract Negotiation, Sales Management, Event Management, Energy Efficiency, Business Planning, Customer Service, Organizational..., Leadership, Energy Management, Change Management, Program Management, Energy, Risk Management, Operations Management, Account Management, Sales, Marketing Strategy, Marketing, Entrepreneurship, Mergers & Acquisitions, Strategy
Education
Dartmouth College 1969 — 1973
BA, Government
Sparta High School
Coris Energy Control Systems September 2010 - Present
Great West Life Assurance Company 2000 - 2003
New England Financial 1989 - 2000
Great West Life Assurance 1976 - 1989
Aetna 1973 - 1976
Skills
Strategic Planning, New Business Development, Employee Benefits, Business Development, Business Strategy, Public Relations, Negotiation, Product Development, Team Building, Contract Management, Start-ups, Contract Negotiation, Sales Management, Event Management, Energy Efficiency, Business Planning, Customer Service, Organizational..., Leadership, Energy Management, Change Management, Program Management, Energy, Risk Management, Operations Management, Account Management, Sales, Marketing Strategy, Marketing, Entrepreneurship, Mergers & Acquisitions, Strategy
Education
Dartmouth College 1969 — 1973
BA, Government
Sparta High School
Tom Cournoyer's New England Financial Experience January 2011 - March 2012
Job Managing Director at Palmetto Advisory Group
Industry Financial Services
Experience
Palmetto Advisory Group October 2011 - Present
New England Financial January 2011 - March 2012
Investment Securities Distribution, LLC May 2009 - December 2010
Capital Group / American Funds 1999 - 2009
American Funds Distributors, Inc 1987 - 1999
New England Life 1986 - 1987
Patrician Equities Corporation January 1985 - 1986
IRE Financial Corporation January 1983 - 1985
Skills
Mutual Funds, Finance, Asset Management, Business Planning, Financial Services, Asset Allocation, Start-ups, ETFs, Investments, Fixed Annuities, Retirement, Business Development, Selling, Strategy, Series 7, Financial Advisory, Insurance
Education
Florida State University 1979 — 1982
Bachelor of Science, Business
Palmetto Advisory Group October 2011 - Present
New England Financial January 2011 - March 2012
Investment Securities Distribution, LLC May 2009 - December 2010
Capital Group / American Funds 1999 - 2009
American Funds Distributors, Inc 1987 - 1999
New England Life 1986 - 1987
Patrician Equities Corporation January 1985 - 1986
IRE Financial Corporation January 1983 - 1985
Skills
Mutual Funds, Finance, Asset Management, Business Planning, Financial Services, Asset Allocation, Start-ups, ETFs, Investments, Fixed Annuities, Retirement, Business Development, Selling, Strategy, Series 7, Financial Advisory, Insurance
Education
Florida State University 1979 — 1982
Bachelor of Science, Business
Christopher Bacalis's New England Financial Experience 2010 - Present
Job Managing Associate & Registered Principal at New England Financial
Industry Financial Services
Experience
New England Financial 2010 - Present
Ameriprise Financial 2003 - 2009
Ameriprise Financial 2000 - 2003
Ameriprise Financial 1998 - 2000
Boy Scouts of America 1992 - 1997
Skills
Retirement Planning
Education
Florida State University 1986 — 1991
BS
New England Financial 2010 - Present
Ameriprise Financial 2003 - 2009
Ameriprise Financial 2000 - 2003
Ameriprise Financial 1998 - 2000
Boy Scouts of America 1992 - 1997
Skills
Retirement Planning
Education
Florida State University 1986 — 1991
BS
Peter Freuler Peter Freuler's New England Financial Experience 2000 - 2002
Job Orlando CPA | Tax Planning | Business Consultant | New Business Advisor | Estate & Trust | QuickBooks | Incorporations
Industry Accounting
Experience
Peter J. Freuler, Jr., P.A., C.P.A. 2005 - Present
Peter J. Freuler, Jr. PA, CPA 2005 - Present
PeterJ. Freuler PA, CPA 2002 - 2005
New England Financial 2000 - 2002
Skills
Accounting, Small Business, Tax, QuickBooks, Estate Planning, Strategic Financial..., Investments, CPA, Real Estate, Financial Analysis, Public Speaking, Financial Accounting, Corporate Tax, Insurance, Auditing, Cash Flow, GAAP, Sarbanes-Oxley Act, Financial Reporting, Budgets, Business Strategy, Finance, Strategic Planning
Education
University of Central Florida 2003 — 2005
Masters, Accounting
Columbia University in the City of New York 1996 — 2000
Bachelor of Arts, History with minor in Pre-Med studies
Peter J. Freuler, Jr., P.A., C.P.A. 2005 - Present
Peter J. Freuler, Jr. PA, CPA 2005 - Present
PeterJ. Freuler PA, CPA 2002 - 2005
New England Financial 2000 - 2002
Skills
Accounting, Small Business, Tax, QuickBooks, Estate Planning, Strategic Financial..., Investments, CPA, Real Estate, Financial Analysis, Public Speaking, Financial Accounting, Corporate Tax, Insurance, Auditing, Cash Flow, GAAP, Sarbanes-Oxley Act, Financial Reporting, Budgets, Business Strategy, Finance, Strategic Planning
Education
University of Central Florida 2003 — 2005
Masters, Accounting
Columbia University in the City of New York 1996 — 2000
Bachelor of Arts, History with minor in Pre-Med studies
Brendan J. Kenny, CFP's New England Financial Experience August 1997 - June 2004
Job Senior Vice President at Lenox Advisors | Wealth Manager | Corporate Executive Benefits
Industry Financial Services
Experience
Lenox Advisors, Inc July 2004 - Present
New England Financial August 1997 - June 2004
Education
College of the Holy Cross 1993 — 1997
BA, Economics and Philosophy
Chaminade High School 1989 — 1993
Lenox Advisors, Inc July 2004 - Present
New England Financial August 1997 - June 2004
Education
College of the Holy Cross 1993 — 1997
BA, Economics and Philosophy
Chaminade High School 1989 — 1993
Ariel H Martinez Ariel H Martinez's New England Financial Experience 2009 - 2009
Job Order Control Desk at Strauss Paper Company
Industry Business Supplies and Equipment
Experience
Strauss Paper Company September 2013 - March 2015
David Lerner Associates, inc. March 2012 - August 2013
Wells Fargo Bank NA 2011 - 2012
JPMorgan Chase 2009 - 2010
New England Financial 2009 - 2009
Westrock Advisors Inc March 2006 - March 2008
Skills
Investments, Portfolio Management, Mutual Funds, Retirement Planning, Financial Services, Banking, Insurance, Finance, Life Insurance, Analysis, Asset Allocation, Financial Advisory, Series 7, Relationship Management, Series 63
Education
Fordham University
Bachelor of Arts (BA), Economics
Westchester Community College
Associate of Science (A.S.), Economics
Strauss Paper Company September 2013 - March 2015
David Lerner Associates, inc. March 2012 - August 2013
Wells Fargo Bank NA 2011 - 2012
JPMorgan Chase 2009 - 2010
New England Financial 2009 - 2009
Westrock Advisors Inc March 2006 - March 2008
Skills
Investments, Portfolio Management, Mutual Funds, Retirement Planning, Financial Services, Banking, Insurance, Finance, Life Insurance, Analysis, Asset Allocation, Financial Advisory, Series 7, Relationship Management, Series 63
Education
Fordham University
Bachelor of Arts (BA), Economics
Westchester Community College
Associate of Science (A.S.), Economics
Martin I. Friedman, CPA/PFS, CFP(R) Martin I. Friedman, CPA/PFS, CFP(R)'s New England Financial Experience 1993 - December 2014
Job Financial Consultant at Friedman Financial Strategies
Industry Financial Services
Experience
Level Four Advisory Services, LLC December 2014 - Present
LPL Financial December 2014 - Present
Friedman Financial Strategies 1993 - Present
New England Financial 1993 - December 2014
Northwestern University's School of Continuing Studies January 2008 - December 2009
Kemper Sports Management 1984 - 1992
Lesnik Public Relations 1984 - 1992
Clifton Gunderson LLP 1974 - 1984
Skills
Securities, Investments, Risk Management, IRAs, Investment Advisory..., Finance, Mutual Funds, Asset Managment, Portfolio Management, Wealth Management, FINRA, Fixed Annuities, Series 7, Long-term Care, Life Insurance, Investment Advisory, Disability Insurance, Investment Management, Series 63, Strategic Financial..., Estate Conservation..., Retirement Funding...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1977 — 1980
MS, Taxation
University of Illinois at Chicago 1970 — 1974
BS, Accounting
Level Four Advisory Services, LLC December 2014 - Present
LPL Financial December 2014 - Present
Friedman Financial Strategies 1993 - Present
New England Financial 1993 - December 2014
Northwestern University's School of Continuing Studies January 2008 - December 2009
Kemper Sports Management 1984 - 1992
Lesnik Public Relations 1984 - 1992
Clifton Gunderson LLP 1974 - 1984
Skills
Securities, Investments, Risk Management, IRAs, Investment Advisory..., Finance, Mutual Funds, Asset Managment, Portfolio Management, Wealth Management, FINRA, Fixed Annuities, Series 7, Long-term Care, Life Insurance, Investment Advisory, Disability Insurance, Investment Management, Series 63, Strategic Financial..., Estate Conservation..., Retirement Funding...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1977 — 1980
MS, Taxation
University of Illinois at Chicago 1970 — 1974
BS, Accounting
Alex Yates Alex Yates's New England Financial Experience November 2008 - March 2010
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC March 2010 - Present
Financial Partners Group November 2008 - March 2010
New England Financial November 2008 - March 2010
Eli Lilly June 2002 - December 2008
Education
DePauw University 1998 — 2002
Bachelor of Arts
Park Tudor 1994 — 1998
Orchard 1983 — 1994
VALIC March 2010 - Present
Financial Partners Group November 2008 - March 2010
New England Financial November 2008 - March 2010
Eli Lilly June 2002 - December 2008
Education
DePauw University 1998 — 2002
Bachelor of Arts
Park Tudor 1994 — 1998
Orchard 1983 — 1994
Mark Shriver, CRPC Mark Shriver, CRPC's New England Financial Experience September 2004 - June 2006
Job Manager Investment Service Team USAA
Industry Financial Services
Experience
USAA July 2010 - Present
Veitch, Carnes, & Associates April 2008 - July 2010
CUSO Financial Services, LP June 2006 - April 2008
New England Financial September 2004 - June 2006
Skills
CRPC, AAMS, Asset Allocation, Finance, Financial Advisory, Financial Planning, Investment Strategies, Investments, Leadership, Mutual Funds, Retirement, Retirement Planning, Securities, Series 7, Wealth Management, Asset Management, Life Insurance, Investment Advisory, Management, Series 63, Fixed Annuities, Portfolio Management, Customer Service, IRAs, Banking, Estate Planning, Team Building, Risk Management, Strategic Planning, Financial Services
Education
Colorado School of Mines 1989 — 1992
Chemical Engineering
USAA July 2010 - Present
Veitch, Carnes, & Associates April 2008 - July 2010
CUSO Financial Services, LP June 2006 - April 2008
New England Financial September 2004 - June 2006
Skills
CRPC, AAMS, Asset Allocation, Finance, Financial Advisory, Financial Planning, Investment Strategies, Investments, Leadership, Mutual Funds, Retirement, Retirement Planning, Securities, Series 7, Wealth Management, Asset Management, Life Insurance, Investment Advisory, Management, Series 63, Fixed Annuities, Portfolio Management, Customer Service, IRAs, Banking, Estate Planning, Team Building, Risk Management, Strategic Planning, Financial Services
Education
Colorado School of Mines 1989 — 1992
Chemical Engineering
Stacy Caron's New England Financial Experience 1998 - 2000
Job Senior Underwriting Analyst at Borislow Insurance
Industry Insurance
Experience
Borislow Insurance 2003 - Present
Baystate Financial Services 2000 - 2003
New England Financial 1998 - 2000
Skills
Employee Benefits, Insurance, Health Insurance, Risk Management, Strategic Planning, New Business Development, Underwriting, Account Management, Health Savings Accounts, Life Insurance, Disability Insurance, Brokers, COBRA, Benefits Administration, Commercial Insurance, Health Care Reform
Education
Fitchburg State University 1994 — 1998
Bachelor's Degree, Math, Cum Laude
Dracut High School 1990 — 1994
Borislow Insurance 2003 - Present
Baystate Financial Services 2000 - 2003
New England Financial 1998 - 2000
Skills
Employee Benefits, Insurance, Health Insurance, Risk Management, Strategic Planning, New Business Development, Underwriting, Account Management, Health Savings Accounts, Life Insurance, Disability Insurance, Brokers, COBRA, Benefits Administration, Commercial Insurance, Health Care Reform
Education
Fitchburg State University 1994 — 1998
Bachelor's Degree, Math, Cum Laude
Dracut High School 1990 — 1994
John Locurto's New England Financial Experience July 2004 - June 2006
Job Wellness & Benefits Solutions Specialist at Faison Group
Industry Insurance
Experience
Faison Group 2006 - Present
New England Financial July 2004 - June 2006
Boca West Security October 2001 - June 2004
Self Employed-Personal Trainer November 1998 - September 2001
Boca Raton Athletic Club January 1995 - November 1998
PADI September 1994 - January 1996
International School of Gymnastics January 1979 - August 1994
Skills
Life Insurance, Health Insurance, Fixed Annuities, Disability Insurance, Term Life Insurance, Employee Benefits, Sales, Customer Service, Account Management, Employee Wellness..., Wellness Coaching, Diabetes Management, Insurance, Certified Long Term..., Recruiting, Human Resources, Training, Cold Calling, Telephone, Onboarding, Applicant Tracking..., Interviews, Talent Acquisition, Benefits Administration, Small Business, Resume Writing, Employee Wellness, COBRA, Long-term Care, Hiring, New Hire Orientations, College Recruiting, Wellness, Coaching
Education
Florida Atlantic University 1977 — 1979
BS, Physical Education, Psychology
Amherst High School 1960 — 1962
Faison Group 2006 - Present
New England Financial July 2004 - June 2006
Boca West Security October 2001 - June 2004
Self Employed-Personal Trainer November 1998 - September 2001
Boca Raton Athletic Club January 1995 - November 1998
PADI September 1994 - January 1996
International School of Gymnastics January 1979 - August 1994
Skills
Life Insurance, Health Insurance, Fixed Annuities, Disability Insurance, Term Life Insurance, Employee Benefits, Sales, Customer Service, Account Management, Employee Wellness..., Wellness Coaching, Diabetes Management, Insurance, Certified Long Term..., Recruiting, Human Resources, Training, Cold Calling, Telephone, Onboarding, Applicant Tracking..., Interviews, Talent Acquisition, Benefits Administration, Small Business, Resume Writing, Employee Wellness, COBRA, Long-term Care, Hiring, New Hire Orientations, College Recruiting, Wellness, Coaching
Education
Florida Atlantic University 1977 — 1979
BS, Physical Education, Psychology
Amherst High School 1960 — 1962
Jason Maples, CFP®, CLU, ChFC Jason Maples, CFP®, CLU, ChFC's New England Financial Experience 1992 - 2003
Job Executive Vice President at Lockton Companies | Executive Benefits Group
Industry Financial Services
Experience
Lockton Companies June 2009 - Present
Strategic Financial Partners January 2004 - June 2009
New England Financial 1992 - 2003
Skills
Employee Benefits, Insurance, Disability Insurance, Wealth Management, Risk Management, Executive Pay, Long-term Care, Securities, Finance, Recruiting, Management, Financial Advisory, Strategic Planning, Banking, Program Management, Financial Planners, Qualified Retirement..., Property & Casualty..., 401k, Project Planning
Education
College for Financial Planning 1997 — 1997
Certified Financial Planner (CFP®)
Grinnell College
B.A., Economics
The American College
Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU)
Lockton Companies June 2009 - Present
Strategic Financial Partners January 2004 - June 2009
New England Financial 1992 - 2003
Skills
Employee Benefits, Insurance, Disability Insurance, Wealth Management, Risk Management, Executive Pay, Long-term Care, Securities, Finance, Recruiting, Management, Financial Advisory, Strategic Planning, Banking, Program Management, Financial Planners, Qualified Retirement..., Property & Casualty..., 401k, Project Planning
Education
College for Financial Planning 1997 — 1997
Certified Financial Planner (CFP®)
Grinnell College
B.A., Economics
The American College
Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU)
Chris Renda Chris Renda's New England Financial Experience September 1990 - December 1997
Job Area Vice President of Client Sales at Cornerstone OnDemand
Industry Computer Software
Experience
Cornerstone OnDemand January 2014 - Present
Cornerstone OnDemand November 2010 - December 2013
The Forum Corporation July 2006 - November 2010
Ceridian April 2004 - June 2006
Ceridian January 2001 - March 2004
Ceridian January 1998 - December 2000
New England Financial September 1990 - December 1997
Skills
New Business Development, Enterprise Software, Talent Management, Salesforce.com, SaaS, Solution Selling, Sales Process, Employee Engagement, Performance Management, Succession Planning, Talent Acquisition, Leadership Development, HRIS, Organizational..., Leadership, Professional Services, Competitive Analysis, Strategic Planning, Cross-functional Team..., Sales, Strategy, Selling, Lead Generation, B2B, Business Development, Contract Negotiation, Training, Direct Sales, Account Management, Management, Consulting, Change Management, Team Building, Executive Coaching, Outsourcing, Sales Management, Marketing, CRM, Coaching, Recruiting, Team Leadership, Human Resources, Executive Management, Strategic Partnerships, Management Consulting, Organizational..., Business Strategy, Customer Retention, Sales Presentations, Cold Calling
Education
Fairfield University 1986 — 1990
BA, Economics
Cornerstone OnDemand January 2014 - Present
Cornerstone OnDemand November 2010 - December 2013
The Forum Corporation July 2006 - November 2010
Ceridian April 2004 - June 2006
Ceridian January 2001 - March 2004
Ceridian January 1998 - December 2000
New England Financial September 1990 - December 1997
Skills
New Business Development, Enterprise Software, Talent Management, Salesforce.com, SaaS, Solution Selling, Sales Process, Employee Engagement, Performance Management, Succession Planning, Talent Acquisition, Leadership Development, HRIS, Organizational..., Leadership, Professional Services, Competitive Analysis, Strategic Planning, Cross-functional Team..., Sales, Strategy, Selling, Lead Generation, B2B, Business Development, Contract Negotiation, Training, Direct Sales, Account Management, Management, Consulting, Change Management, Team Building, Executive Coaching, Outsourcing, Sales Management, Marketing, CRM, Coaching, Recruiting, Team Leadership, Human Resources, Executive Management, Strategic Partnerships, Management Consulting, Organizational..., Business Strategy, Customer Retention, Sales Presentations, Cold Calling
Education
Fairfield University 1986 — 1990
BA, Economics
Sherri Grew Sherri Grew's New England Financial Experience April 2002 - August 2003
Job Retirement Plan Administrator at Beene Garter LLP
Industry Accounting
Experience
Beene Garter LLP September 2012 - Present
KDP Retirement Plan Services, Inc. November 2003 - April 2011
New England Financial April 2002 - August 2003
Skytron 1999 - 2001
Skills
Analyzing data, Researching and..., preparing statements, 401k, Payroll, Accounting, Employee Benefits, Financial Planners, Benefits Administration, General Ledger, Tax Preparation, Accounts Payable, Insurance, Account Reconciliation, Financial Analysis, Accounts Receivable, Bookkeeping
Education
Davenport University 1999 — 2001
Bachelor of Science, Accountancy
Grand Rapids Community College 1994 — 1996
Associates Degree, General Studies
Beene Garter LLP September 2012 - Present
KDP Retirement Plan Services, Inc. November 2003 - April 2011
New England Financial April 2002 - August 2003
Skytron 1999 - 2001
Skills
Analyzing data, Researching and..., preparing statements, 401k, Payroll, Accounting, Employee Benefits, Financial Planners, Benefits Administration, General Ledger, Tax Preparation, Accounts Payable, Insurance, Account Reconciliation, Financial Analysis, Accounts Receivable, Bookkeeping
Education
Davenport University 1999 — 2001
Bachelor of Science, Accountancy
Grand Rapids Community College 1994 — 1996
Associates Degree, General Studies
Kirk Freedle, ChFC Kirk Freedle, ChFC's New England Financial Experience 1995 - 2004
Job Investment Advisor at Sunbelt Securties, Inc.
Industry Financial Services
Experience
Jolliffe Captial Inc. 2007 - Present
Sunbelt Securties, Inc. March 2004 - Present
Innovative Financial Partners 2004 - Present
Mass Mutual 2004 - 2007
New England Financial 1995 - 2004
Skills
Investments, Portfolio Management, Retirement Planning, Investment Advisory, Series 7
Education
The American College 1996 — 2000
Chartered Financial Consultant - ChFC, Financial Planning, Estate Planning, Income Taxation & Investment Planning
Colorado State University 1989 — 1994
Finance, Business and Economics
Jolliffe Captial Inc. 2007 - Present
Sunbelt Securties, Inc. March 2004 - Present
Innovative Financial Partners 2004 - Present
Mass Mutual 2004 - 2007
New England Financial 1995 - 2004
Skills
Investments, Portfolio Management, Retirement Planning, Investment Advisory, Series 7
Education
The American College 1996 — 2000
Chartered Financial Consultant - ChFC, Financial Planning, Estate Planning, Income Taxation & Investment Planning
Colorado State University 1989 — 1994
Finance, Business and Economics
Maurice Lieberman,CLU,ChFC,RHU,LUTCF Maurice Lieberman,CLU,ChFC,RHU,LUTCF's New England Financial Experience March 2001 - April 2002
Job Expert Witness and Financial Planner at Lieberman Financial and Consulting Services
Industry Insurance
Experience
Lieberman Financial and Consulting Services January 1990 - Present
Zeiders Enterprises, Inc. 2012 - 2014
New England Financial March 2001 - April 2002
The MONY Group April 2000 - 2001
Skills
Financial and Estate..., Business Insurance..., Retirement Planning, Long Term Care Insurance, Roth IRA, Wealth Accumulation, Fixed Annuities, IRAs, 529 Plans, Variable Annuities, Retirement, Qualified Retirement..., Variable Products, College Savings Plans, Disability Insurance, Series 6, Indexed Annuities, Universal Life, 401k, Long-term Care, 401k Rollovers, Portfolio Management, Life Insurance, Insurance, Whole Life, Mutual Funds, Wealth Management, Strategic Financial..., Strategic Planning, Estate Planning, Management
Education
California State University-East Bay
Bachelor of Arts, American and California History
Diablo Valley College
Associate of Arts, History CSU Transfer Studies
LUTC
Lieberman Financial and Consulting Services January 1990 - Present
Zeiders Enterprises, Inc. 2012 - 2014
New England Financial March 2001 - April 2002
The MONY Group April 2000 - 2001
Skills
Financial and Estate..., Business Insurance..., Retirement Planning, Long Term Care Insurance, Roth IRA, Wealth Accumulation, Fixed Annuities, IRAs, 529 Plans, Variable Annuities, Retirement, Qualified Retirement..., Variable Products, College Savings Plans, Disability Insurance, Series 6, Indexed Annuities, Universal Life, 401k, Long-term Care, 401k Rollovers, Portfolio Management, Life Insurance, Insurance, Whole Life, Mutual Funds, Wealth Management, Strategic Financial..., Strategic Planning, Estate Planning, Management
Education
California State University-East Bay
Bachelor of Arts, American and California History
Diablo Valley College
Associate of Arts, History CSU Transfer Studies
LUTC
Timothy Veazey Timothy Veazey's New England Financial Experience April 1994 - February 2011
Job Private Wealth Adviser at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Group January 2015 - Present
Cypress Financial Consultants August 2012 - January 2015
AXA Advisors February 2011 - August 2012
New England Financial April 1994 - February 2011
Central National Bank (NBT Bank) July 1991 - April 1994
Skills
Fixed Annuities, Investments, Insurance, IRAs, Financial Planning, Retirement Planning, Estate Planning, Wealth Accumulation, Series 7, Uniform Combined State..., Retirement, Mutual Funds, Wealth Management, 401k, Asset Allocation, Disability Insurance, Long-term Care, Securities, 401k Rollovers, Roth IRA, Investment Advisory, Long Term Care Insurance, Asset Managment
Education
CFP, CLU, ChFC Designations 1995 — 1999
Cornell University 1979 — 1983
BS, Business, Agriculture
Perry Central 1977 — 1979
Lincoln Financial Group January 2015 - Present
Cypress Financial Consultants August 2012 - January 2015
AXA Advisors February 2011 - August 2012
New England Financial April 1994 - February 2011
Central National Bank (NBT Bank) July 1991 - April 1994
Skills
Fixed Annuities, Investments, Insurance, IRAs, Financial Planning, Retirement Planning, Estate Planning, Wealth Accumulation, Series 7, Uniform Combined State..., Retirement, Mutual Funds, Wealth Management, 401k, Asset Allocation, Disability Insurance, Long-term Care, Securities, 401k Rollovers, Roth IRA, Investment Advisory, Long Term Care Insurance, Asset Managment
Education
CFP, CLU, ChFC Designations 1995 — 1999
Cornell University 1979 — 1983
BS, Business, Agriculture
Perry Central 1977 — 1979
Gregory Mazzei Gregory Mazzei's New England Financial Experience March 1997 - August 2000
Job Regional Vice President at the Principal Financial Group
Industry Insurance
Experience
Principal Financial Group August 2000 - Present
New England Financial March 1997 - August 2000
Paul Revere January 1984 - March 1997
Education
Elmhurst College 1967 — 1971
Liberal Arts, Business
Principal Financial Group August 2000 - Present
New England Financial March 1997 - August 2000
Paul Revere January 1984 - March 1997
Education
Elmhurst College 1967 — 1971
Liberal Arts, Business
Tammy Dankenbring, CMP Tammy Dankenbring, CMP's New England Financial Experience 1997 - 2005
Job Sales Manager at Amway Grand Plaza Hotel
Industry Hospitality
Experience
Amway Hotel Corporation June 2007 - Present
Amway Hotel Corporation August 2005 - June 2007
New England Financial 1997 - 2005
Skills
Customer Service, Event Planning, Event Management, Hospitality Management, Hotels, Sales, PowerPoint, Hospitality, Microsoft Excel, Microsoft Word, Account Management, Microsoft Office, Hospitality Industry, Budgets, Meeting Planning, Management, Food & Beverage, Hotel Management, Convention Services, Trade Shows, Property Management..., Catering, Resorts, Delphi, Restaurants, Revenue Analysis, Banquets, Tourism, Corporate Events, Guest Service Management, Front Office, Rooms Division, Micros, Customer Satisfaction, Yield Management, Wedding Planning, Incentives, Pre-opening, Destination Marketing
Education
Ferris State University 1988 — 1990
Hospitality
Kent City High School 1984 — 1988
Diploma, College Prep
Amway Hotel Corporation June 2007 - Present
Amway Hotel Corporation August 2005 - June 2007
New England Financial 1997 - 2005
Skills
Customer Service, Event Planning, Event Management, Hospitality Management, Hotels, Sales, PowerPoint, Hospitality, Microsoft Excel, Microsoft Word, Account Management, Microsoft Office, Hospitality Industry, Budgets, Meeting Planning, Management, Food & Beverage, Hotel Management, Convention Services, Trade Shows, Property Management..., Catering, Resorts, Delphi, Restaurants, Revenue Analysis, Banquets, Tourism, Corporate Events, Guest Service Management, Front Office, Rooms Division, Micros, Customer Satisfaction, Yield Management, Wedding Planning, Incentives, Pre-opening, Destination Marketing
Education
Ferris State University 1988 — 1990
Hospitality
Kent City High School 1984 — 1988
Diploma, College Prep
Damian Michalak Damian Michalak's New England Financial Experience 2001 - 2001
Job Sr. Manager of Operations Support Allegis International Services Group
Industry Staffing and Recruiting
Experience
Allegis Group June 2013 - Present
TEKsystems April 2010 - June 2013
Allegis Group Inc August 2008 - April 2010
Allegis Group December 2004 - September 2007
T. Rowe Price August 2002 - December 2004
New England Financial 2001 - 2001
Skills
Healthcare, Security, Visio, SharePoint, Process Improvement, Analysis, Vendor Management, Employee Relations, PeopleSoft, Human Resources, Technical Recruiting, Data Analysis, Project Management, Employee Benefits, Oracle, CPOE, Risk Management, Staffing Services, Strategy, Recruiting, SDLC, Benefits Negotiation, Applicant Tracking...
Education
Loyola University Maryland 2009 — 2014
Master of Business Administration (M.B.A.), International Business
Eckerd College 1998 — 2002
Bachelors, Business Management
Calvert Hall 1994 — 1998
PM Training
PM Training
Allegis Group June 2013 - Present
TEKsystems April 2010 - June 2013
Allegis Group Inc August 2008 - April 2010
Allegis Group December 2004 - September 2007
T. Rowe Price August 2002 - December 2004
New England Financial 2001 - 2001
Skills
Healthcare, Security, Visio, SharePoint, Process Improvement, Analysis, Vendor Management, Employee Relations, PeopleSoft, Human Resources, Technical Recruiting, Data Analysis, Project Management, Employee Benefits, Oracle, CPOE, Risk Management, Staffing Services, Strategy, Recruiting, SDLC, Benefits Negotiation, Applicant Tracking...
Education
Loyola University Maryland 2009 — 2014
Master of Business Administration (M.B.A.), International Business
Eckerd College 1998 — 2002
Bachelors, Business Management
Calvert Hall 1994 — 1998
PM Training
PM Training
Jay Laing, CLU ChFC Jay Laing, CLU ChFC's New England Financial Experience January 1978 - January 2001
Job Authorized Representative, Tarkenton Financial, LLC
Industry Financial Services
Experience
James T. (Jay) Laing, CLU, ChFC June 1976 - Present
Tarkenton Financial October 2003 - Present
Plantation Realty Group @ Coastal Results Realty September 2014 - Present
New England Financial January 1978 - January 2001
Skills
Chartered Financial..., Specializing in Safe..., Certified Financial..., Long Term Care, Financial Planning, Retirement, Retirement Income..., Asset Protection, Annuities, Insurance, Retirement Planning, Annuity, 401k, Estate Planning, IRA's, Wealth Management, Public Speaking, Term Life Insurance, Wealth Accumulation, Insurance Planning, Financial Advisory, Fixed Annuities, Long-term Care, IRAs, Strategic Financial..., Small Business, Financial Planners, Investments, Life Insurance, Long Term Care Insurance, Financial Services, Asset Management, Personal Finance, Disability Insurance, Roth IRA, Wealth, Whole Life, Universal Life, 401k Rollovers, Critical Illness, Finance, Health Insurance, Portfolio Management, Pensions, Employee Benefits
Education
Florida Atlantic University 1969 — 1972
Theater & Speech
Seabreeze HS 1965 — 1968
James T. (Jay) Laing, CLU, ChFC June 1976 - Present
Tarkenton Financial October 2003 - Present
Plantation Realty Group @ Coastal Results Realty September 2014 - Present
New England Financial January 1978 - January 2001
Skills
Chartered Financial..., Specializing in Safe..., Certified Financial..., Long Term Care, Financial Planning, Retirement, Retirement Income..., Asset Protection, Annuities, Insurance, Retirement Planning, Annuity, 401k, Estate Planning, IRA's, Wealth Management, Public Speaking, Term Life Insurance, Wealth Accumulation, Insurance Planning, Financial Advisory, Fixed Annuities, Long-term Care, IRAs, Strategic Financial..., Small Business, Financial Planners, Investments, Life Insurance, Long Term Care Insurance, Financial Services, Asset Management, Personal Finance, Disability Insurance, Roth IRA, Wealth, Whole Life, Universal Life, 401k Rollovers, Critical Illness, Finance, Health Insurance, Portfolio Management, Pensions, Employee Benefits
Education
Florida Atlantic University 1969 — 1972
Theater & Speech
Seabreeze HS 1965 — 1968
Chuck Souza Chuck Souza's New England Financial Experience 1998 - 2000
Job Vice President, Structured Finance at RGA Reinsurance
Industry Insurance
Experience
RGA Reinsurance April 2013 - Present
Towers Watson May 2008 - March 2013
RGA Reinsurance January 2003 - April 2008
American Republic Insurance 2000 - 2003
New England Financial 1998 - 2000
Sun Life Financial 1996 - 1998
National Life Group 1994 - 1996
Skills
Actuarial Science, Economic Capital, Insurance, Reinsurance, ALM, Solvency II, Risk Management, Fixed Annuities, Enterprise Risk..., Financial Modeling, Life Insurance, Actuarial Consulting, Pensions, Valuation, Defined Benefit
Education
Cornell University 1990 — 1994
BA, Mathematics
Rockville High School
Rockville High School
RGA Reinsurance April 2013 - Present
Towers Watson May 2008 - March 2013
RGA Reinsurance January 2003 - April 2008
American Republic Insurance 2000 - 2003
New England Financial 1998 - 2000
Sun Life Financial 1996 - 1998
National Life Group 1994 - 1996
Skills
Actuarial Science, Economic Capital, Insurance, Reinsurance, ALM, Solvency II, Risk Management, Fixed Annuities, Enterprise Risk..., Financial Modeling, Life Insurance, Actuarial Consulting, Pensions, Valuation, Defined Benefit
Education
Cornell University 1990 — 1994
BA, Mathematics
Rockville High School
Rockville High School
Dennis H. Roberts Dennis H. Roberts's New England Financial Experience 1988 - 1992
Job
Industry Insurance
Experience
Zurich Insurance Group October 2009 - Present
American General Life Companies 1994 - August 2009
Prudential Financial 1992 - 1994
New England Financial 1988 - 1992
Paul Revere Insurance Company 1980 - 1987
Active duty: 1972-1974. Active reserves: 1974-1976. June 1972 - June 1976
Education
Northeastern University - Graduate School of Business Administration 1978 — 1980
MBA, Business Administration
University of South Florida 1974 — 1978
BS, Finance
United States Military Academy Preparatory School. Fort Belvoir, VA. 1972 — 1973
Don Bosco Preparatory High School. Ramsey, NJ 1968 — 1972
St. Elizabeth's School. Wyckoff, N.J.
Zurich Insurance Group October 2009 - Present
American General Life Companies 1994 - August 2009
Prudential Financial 1992 - 1994
New England Financial 1988 - 1992
Paul Revere Insurance Company 1980 - 1987
Active duty: 1972-1974. Active reserves: 1974-1976. June 1972 - June 1976
Education
Northeastern University - Graduate School of Business Administration 1978 — 1980
MBA, Business Administration
University of South Florida 1974 — 1978
BS, Finance
United States Military Academy Preparatory School. Fort Belvoir, VA. 1972 — 1973
Don Bosco Preparatory High School. Ramsey, NJ 1968 — 1972
St. Elizabeth's School. Wyckoff, N.J.
Lauren Kinney Lauren Kinney's New England Financial Experience January 2012 - October 2012
Job
Industry Events Services
Experience
McGladrey March 2013 - August 2014
McGladrey October 2012 - March 2013
New England Financial January 2012 - October 2012
Pelham Country Club October 2001 - September 2012
The Premier Group September 2008 - January 2012
Godspell 2010 - 2012
Federal Bar Council June 2008 - September 2008
Research International June 2007 - June 2008
Research International September 2005 - June 2007
Skills
Online Research, Marketing Research, Social Media, Market Research, Marketing, Data Analysis, Customer Insight, Microsoft Excel, Microsoft Office, Event Management, Event Planning, Outlook, PowerPoint, Project Management, Training, Human Resources, Marketing Strategy
Education
Fordham University 2000 — 2004
Bachelor of Arts (B.A.)
McGladrey March 2013 - August 2014
McGladrey October 2012 - March 2013
New England Financial January 2012 - October 2012
Pelham Country Club October 2001 - September 2012
The Premier Group September 2008 - January 2012
Godspell 2010 - 2012
Federal Bar Council June 2008 - September 2008
Research International June 2007 - June 2008
Research International September 2005 - June 2007
Skills
Online Research, Marketing Research, Social Media, Market Research, Marketing, Data Analysis, Customer Insight, Microsoft Excel, Microsoft Office, Event Management, Event Planning, Outlook, PowerPoint, Project Management, Training, Human Resources, Marketing Strategy
Education
Fordham University 2000 — 2004
Bachelor of Arts (B.A.)
Frank Akridge Frank Akridge's New England Financial Experience 2002 - 2004
Job Managing Partner at Modern Woodmen of America
Industry Financial Services
Experience
Modern Woodmen of America May 2012 - Present
Modern Woodmen of America January 2011 - Present
Freedom Consultants LLC 1993 - Present
Direct Capital Advisors February 2008 - February 2011
Direct Capital Securities October 2007 - February 2010
Cambridge Legacy Group November 2005 - August 2007
Cambridge Legacy Securities 2005 - 2007
new england financial 2002 - 2004
Skills
Retirement, Investments, Risk Management, Investment Advisory, Estate Planning, Financial Planning, Insurance, Retirement Planning, Annuities, Mutual Funds, Employee Benefits, Long Term Care, Small Business, IRA's, Series 7, 401k, Public Speaking, Financial Analysis, Finance
Education
Wheaton College 1979 — 1981
M.A., Education
Dallas Theological Seminary 1977 — 1979
masters, New Testament Studies
The University of Texas at Arlington 1972 — 1975
B.A., History
thomas jefferson high school 1968 — 1971
high school
Modern Woodmen of America May 2012 - Present
Modern Woodmen of America January 2011 - Present
Freedom Consultants LLC 1993 - Present
Direct Capital Advisors February 2008 - February 2011
Direct Capital Securities October 2007 - February 2010
Cambridge Legacy Group November 2005 - August 2007
Cambridge Legacy Securities 2005 - 2007
new england financial 2002 - 2004
Skills
Retirement, Investments, Risk Management, Investment Advisory, Estate Planning, Financial Planning, Insurance, Retirement Planning, Annuities, Mutual Funds, Employee Benefits, Long Term Care, Small Business, IRA's, Series 7, 401k, Public Speaking, Financial Analysis, Finance
Education
Wheaton College 1979 — 1981
M.A., Education
Dallas Theological Seminary 1977 — 1979
masters, New Testament Studies
The University of Texas at Arlington 1972 — 1975
B.A., History
thomas jefferson high school 1968 — 1971
high school
Lawrence Rocha's New England Financial Experience March 2010 - December 2010
Job
Industry Financial Services
Experience
Bank of the West January 2011 - May 2012
New England Financial March 2010 - December 2010
Skills
Superior Client Service, Oral & Written..., Analytical Reasoning, Collaborative Problem..., Technology, Outstanding time..., Organization &..., Teamwork, Wealth Management, Retirement Planning, Time Management, Management, Financial Services, Investments, Client Services, Insurance, Variable Annuities, FINRA, Series 6, Finance, CRM, Strategic Financial..., Wealth, Financial Planning, Banking, Credit Analysis, Customer Service, Microsoft Office, Retirement, Credit, Portfolio Management, Series 7, Mutual Funds, Series 63, Leadership, Asset Allocation, Relationship Management
Education
UCLA Extension 2015 — 2016
Personal Financial Planning Certificate, Financial Planning and Services
College for Financial Planning 2013 — 2014
Accredited Wealth Management Advisor or AWMA®, Financial Planning
San Francisco State University 2006 — 2009
Bachelor of Arts (B.A.)
Santa Barbara City College 2005 — 2006
Associate of Arts (A.A.), History
Bank of the West January 2011 - May 2012
New England Financial March 2010 - December 2010
Skills
Superior Client Service, Oral & Written..., Analytical Reasoning, Collaborative Problem..., Technology, Outstanding time..., Organization &..., Teamwork, Wealth Management, Retirement Planning, Time Management, Management, Financial Services, Investments, Client Services, Insurance, Variable Annuities, FINRA, Series 6, Finance, CRM, Strategic Financial..., Wealth, Financial Planning, Banking, Credit Analysis, Customer Service, Microsoft Office, Retirement, Credit, Portfolio Management, Series 7, Mutual Funds, Series 63, Leadership, Asset Allocation, Relationship Management
Education
UCLA Extension 2015 — 2016
Personal Financial Planning Certificate, Financial Planning and Services
College for Financial Planning 2013 — 2014
Accredited Wealth Management Advisor or AWMA®, Financial Planning
San Francisco State University 2006 — 2009
Bachelor of Arts (B.A.)
Santa Barbara City College 2005 — 2006
Associate of Arts (A.A.), History
Dexter Morrison's New England Financial Experience February 2008 - August 2009
Job Private Client Banker at JP Morgan Chase Bank N.A.
Industry Banking
Experience
JPMorgan Chase Bank N.A. August 2009 - Present
New England Financial February 2008 - August 2009
Education
Florida Atlantic University
Bachelor of Business Administration (BBA), Business Administration and Management, General
SOUTH SHORE HIGH SCHOOL
JPMorgan Chase Bank N.A. August 2009 - Present
New England Financial February 2008 - August 2009
Education
Florida Atlantic University
Bachelor of Business Administration (BBA), Business Administration and Management, General
SOUTH SHORE HIGH SCHOOL
frank akridge jr's New England Financial Experience 2003 - 2004
Job Freedom Consultants LLC Owner
Industry Professional Training & Coaching
Experience
Modern Woodmen Financial June 2012 - Present
Freedom Consultants LLC January 1997 - Present
Modern Woodmen Financial November 2010 - May 2012
direct capital advisors 2009 - 2010
bachrach 2005 - 2010
Cambridge Legacy Group 2005 - 2007
New England Financial 2003 - 2004
Skills
Financial Planning, Investments, Retirement Planning, Estate Planning, Retirement, Strategic Financial..., Investment Advisory, Team Building
Education
Wheaton College 1979 — 1981
M.A., Christian Ed Conflict Management
Dallas Theological Seminary 1977 — 1979
Completed degree at Wheaton, New Testament
The University of Texas at Arlington 1972 — 1975
BA, History Chemistry
Thomas Jefferson High 1968 — 1971
high school
Modern Woodmen Financial June 2012 - Present
Freedom Consultants LLC January 1997 - Present
Modern Woodmen Financial November 2010 - May 2012
direct capital advisors 2009 - 2010
bachrach 2005 - 2010
Cambridge Legacy Group 2005 - 2007
New England Financial 2003 - 2004
Skills
Financial Planning, Investments, Retirement Planning, Estate Planning, Retirement, Strategic Financial..., Investment Advisory, Team Building
Education
Wheaton College 1979 — 1981
M.A., Christian Ed Conflict Management
Dallas Theological Seminary 1977 — 1979
Completed degree at Wheaton, New Testament
The University of Texas at Arlington 1972 — 1975
BA, History Chemistry
Thomas Jefferson High 1968 — 1971
high school
Patricia Soule Patricia Soule's New England Financial Experience February 1989 - December 1996
Job Director at MetLife
Industry Financial Services
Experience
MetLife March 2014 - Present
MetLife July 2006 - January 2013
MetLife February 2000 - May 2002
New England Financial February 1989 - December 1996
Skills
Insurance, Fixed Annuities, Health Insurance, Series 6, Pensions, Life Insurance, Solvency II, Disability Insurance, FSA, General Insurance, Enterprise Risk..., Retirement, Risk Management, FINRA, Financial Risk, Series 63, Employee Benefits, Mutual Funds, Long-term Care, Series 7
Education
Northeastern University - Graduate School of Business Administration 2000 — 2003
Master of Business Administration (M.B.A.), Management Information Systems, General
Tufts University 1985 — 1988
Bachelor of Arts (BA), English Language and Literature/Letters
MetLife March 2014 - Present
MetLife July 2006 - January 2013
MetLife February 2000 - May 2002
New England Financial February 1989 - December 1996
Skills
Insurance, Fixed Annuities, Health Insurance, Series 6, Pensions, Life Insurance, Solvency II, Disability Insurance, FSA, General Insurance, Enterprise Risk..., Retirement, Risk Management, FINRA, Financial Risk, Series 63, Employee Benefits, Mutual Funds, Long-term Care, Series 7
Education
Northeastern University - Graduate School of Business Administration 2000 — 2003
Master of Business Administration (M.B.A.), Management Information Systems, General
Tufts University 1985 — 1988
Bachelor of Arts (BA), English Language and Literature/Letters
Gary Tenpenny's New England Financial Experience March 2000 - March 2004
Job Leadership and Life Coach
Industry Professional Training & Coaching
Experience
CBMC May 2015 - Present
Halftime 2012 - Present
New England Financial/Mid American Financial Group June 2005 - September 2009
New England Financial March 2000 - March 2004
New England Financial March 1997 - March 2000
New England Financial September 1986 - February 1997
New England Financial May 1980 - September 1986
Skills
Philanthropy, Public Speaking, Executive Coaching, Nonprofits, Community Development, Training, Coaching, Small Business, Management, Marketing, Strategy, Team Leadership, Strategic Financial..., Financial Planning, Team Building, Leadership, Finance, Strategic Planning
Education
Kingdom Advisors 2003 — 2014
Qualified Kingdom Advisor, Biblical Principles of Wealth & Wisdom
The American College 1990 — 1996
Master of Science in Financial Services, Financial Planning and Services
Emporia State University 1973 — 1976
B.S. in Business Administration, Business, Management, Marketing, and Related Support Services
CBMC May 2015 - Present
Halftime 2012 - Present
New England Financial/Mid American Financial Group June 2005 - September 2009
New England Financial March 2000 - March 2004
New England Financial March 1997 - March 2000
New England Financial September 1986 - February 1997
New England Financial May 1980 - September 1986
Skills
Philanthropy, Public Speaking, Executive Coaching, Nonprofits, Community Development, Training, Coaching, Small Business, Management, Marketing, Strategy, Team Leadership, Strategic Financial..., Financial Planning, Team Building, Leadership, Finance, Strategic Planning
Education
Kingdom Advisors 2003 — 2014
Qualified Kingdom Advisor, Biblical Principles of Wealth & Wisdom
The American College 1990 — 1996
Master of Science in Financial Services, Financial Planning and Services
Emporia State University 1973 — 1976
B.S. in Business Administration, Business, Management, Marketing, and Related Support Services
Margaret Glick Margaret Glick's New England Financial Experience January 2000 - June 2001
Job Director of Operations Office of Financial Aid at DePaul University
Industry Higher Education
Experience
DePaul University January 2012 - Present
DePaul University February 2008 - December 2011
DePaul University June 2005 - December 2011
DePaul University December 2004 - June 2005
Le Cordon Bleu College of Culinary Arts, Chicago June 2003 - November 2004
Sallie Mae June 2001 - June 2003
New England Financial January 2000 - June 2001
Sallie Mae June 1998 - December 2000
Sallie Mae September 1994 - June 1998
Skills
Program Management, Student Financial Aid, Higher Education..., Process Improvement, PeopleSoft, Staff Management
Education
DePaul University 1988 — 1991
Bachelor’s Degree, Political Science and Government
DePaul University January 2012 - Present
DePaul University February 2008 - December 2011
DePaul University June 2005 - December 2011
DePaul University December 2004 - June 2005
Le Cordon Bleu College of Culinary Arts, Chicago June 2003 - November 2004
Sallie Mae June 2001 - June 2003
New England Financial January 2000 - June 2001
Sallie Mae June 1998 - December 2000
Sallie Mae September 1994 - June 1998
Skills
Program Management, Student Financial Aid, Higher Education..., Process Improvement, PeopleSoft, Staff Management
Education
DePaul University 1988 — 1991
Bachelor’s Degree, Political Science and Government
Keith Miller, Jr. Keith Miller, Jr.'s New England Financial Experience September 2009 - February 2011
Job Satellite Communications Operator/Maintainer at US Army
Industry Military
Experience
US Army June 2012 - Present
One Brick Orlando 2009 - April 2011
New England Financial September 2009 - February 2011
Publix Super Markets November 2005 - September 2009
SEARS AND HOLDINGS May 2004 - September 2005
Skills
Satellite Communications, Leadership Development, Tactical Communications, Baseband, Cisco Technologies, Team Building, Customer Service, Sales, Time Management, Microsoft Office, Direct Sales, Non-profits, PowerPoint, Strategic Planning, Public Relations, Management, Marketing, Event Planning, Social Media Marketing, Fundraising, Microsoft Excel, Customer Satisfaction, Sales Management, Conflict Resolution, Photoshop, Microsoft Word, Sales Operations, Outlook, Sales Process, Leadership, Training
Education
University of Central Florida 2006 — 2008
S/B.A Degree, Economics
University of Central Florida - College of Business Administration 2006 — 2008
BS/BA, Economics-Goverment Regulation
Brevard Community College 2004 — 2006
Associate in Arts Degree
US Army June 2012 - Present
One Brick Orlando 2009 - April 2011
New England Financial September 2009 - February 2011
Publix Super Markets November 2005 - September 2009
SEARS AND HOLDINGS May 2004 - September 2005
Skills
Satellite Communications, Leadership Development, Tactical Communications, Baseband, Cisco Technologies, Team Building, Customer Service, Sales, Time Management, Microsoft Office, Direct Sales, Non-profits, PowerPoint, Strategic Planning, Public Relations, Management, Marketing, Event Planning, Social Media Marketing, Fundraising, Microsoft Excel, Customer Satisfaction, Sales Management, Conflict Resolution, Photoshop, Microsoft Word, Sales Operations, Outlook, Sales Process, Leadership, Training
Education
University of Central Florida 2006 — 2008
S/B.A Degree, Economics
University of Central Florida - College of Business Administration 2006 — 2008
BS/BA, Economics-Goverment Regulation
Brevard Community College 2004 — 2006
Associate in Arts Degree
John D. Duffy, CPWA John D. Duffy, CPWA's New England Financial Experience November 1995 - July 1996
Job Partner, Director of Retirement Plan Services at Cribstone Capital Management, LLC
Industry Investment Management
Experience
Cribstone Capital Management, LLC May 2015 - Present
Duffy Anderson Investment Management Inc., LPL Financial October 2008 - May 2015
A.G. Edwards April 2002 - October 2008
MFS Investment Management May 1998 - April 2002
State Street Research July 1996 - April 1998
New England Financial November 1995 - July 1996
Skills
Investments, Asset Management, Alternative Investments, Equities, Portfolio Management, Due Diligence, Fixed Income, Financial Modeling, Business Strategy
Education
Dickinson College 1991 — 1995
Bachelor of Arts (B.A.)
Chaminade High School, Mineola, NY 1987 — 1991
Cribstone Capital Management, LLC May 2015 - Present
Duffy Anderson Investment Management Inc., LPL Financial October 2008 - May 2015
A.G. Edwards April 2002 - October 2008
MFS Investment Management May 1998 - April 2002
State Street Research July 1996 - April 1998
New England Financial November 1995 - July 1996
Skills
Investments, Asset Management, Alternative Investments, Equities, Portfolio Management, Due Diligence, Fixed Income, Financial Modeling, Business Strategy
Education
Dickinson College 1991 — 1995
Bachelor of Arts (B.A.)
Chaminade High School, Mineola, NY 1987 — 1991
Corina Alvarez's New England Financial Experience 2009 - 2011
Job Marketing/Public Relations
Industry Marketing and Advertising
Experience
Consultant 2014 - Present
AARP 2011 - 2014
New England Financial 2009 - 2011
New England Financial 2008 - 2009
GrupoUno 2007 - 2008
Foster Care Review 2005 - 2007
Coral Communications 2003 - 2005
LATINA Style Magazine 2002 - 2003
Despegar.com 2000 - 2001
Skills
Bilingual-Spanish, National Media Relations, Public Relations, Strategic Planning, Media Relations, Integrated Marketing, Marketing Communications, Sponsorship, Event Planning, Publicity, Fundraising, Strategic Communications, Press Releases, Non-profits, Social Media, Advertising, Marketing Strategy, Marketing, Nonprofits, Social Media Marketing, Email Marketing, Business Planning, Public Speaking, Strategic Partnerships, Community Development, Marketing Management, Strategy, Crisis Communications, Proposal Writing, Community Outreach, Spanish, Sales, Direct Marketing, Business Development, Start-ups, Management, Social Networking, B2B, Copywriting, Budgets, Program Management, Corporate Communications, Content Development, Trade Shows, Online Marketing, Account Management, Internal Communications, Newsletters, Leadership Development, Digital Marketing
Education
Florida International University
M.S.
George Mason University
B.A.
Instituto Santa Cruz
Venezuelan High School in Valencia
Consultant 2014 - Present
AARP 2011 - 2014
New England Financial 2009 - 2011
New England Financial 2008 - 2009
GrupoUno 2007 - 2008
Foster Care Review 2005 - 2007
Coral Communications 2003 - 2005
LATINA Style Magazine 2002 - 2003
Despegar.com 2000 - 2001
Skills
Bilingual-Spanish, National Media Relations, Public Relations, Strategic Planning, Media Relations, Integrated Marketing, Marketing Communications, Sponsorship, Event Planning, Publicity, Fundraising, Strategic Communications, Press Releases, Non-profits, Social Media, Advertising, Marketing Strategy, Marketing, Nonprofits, Social Media Marketing, Email Marketing, Business Planning, Public Speaking, Strategic Partnerships, Community Development, Marketing Management, Strategy, Crisis Communications, Proposal Writing, Community Outreach, Spanish, Sales, Direct Marketing, Business Development, Start-ups, Management, Social Networking, B2B, Copywriting, Budgets, Program Management, Corporate Communications, Content Development, Trade Shows, Online Marketing, Account Management, Internal Communications, Newsletters, Leadership Development, Digital Marketing
Education
Florida International University
M.S.
George Mason University
B.A.
Instituto Santa Cruz
Venezuelan High School in Valencia
Stacy Duncan Stacy Duncan's New England Financial Experience 2002 - 2004
Job Sr. Customer Support Representative at Corvisa
Industry Telecommunications
Experience
Corvisa March 2015 - Present
CorvisaCloud August 2014 - March 2015
Ricoh Americas Corporation May 2013 - August 2014
Ricoh Americas Corporation August 2010 - May 2013
Ricoh Americas Corporation January 2004 - August 2010
United States Army Reserves August 2002 - August 2010
New England Financial 2002 - 2004
Skills
Training, Management, Customer Satisfaction, Customer Service, Account Management, Inventory Management, Supervisory Management, SAP, Oracle, Human Resources, Microsoft Office, Employee Relations, Leadership, Change Management, Personnel Management, Software Documentation, Team Building, Process Improvement, Team Leadership, Salesforce.com, Time Management
Education
Concordia University-Wisconsin 2013 — 2015
Bachelor's degree, Human Resources Management, 3.95 GPA
Milwaukee Area Technical College 2010 — 2012
Associates Degree, Supervisory Management, 3.5 GPA
Corvisa March 2015 - Present
CorvisaCloud August 2014 - March 2015
Ricoh Americas Corporation May 2013 - August 2014
Ricoh Americas Corporation August 2010 - May 2013
Ricoh Americas Corporation January 2004 - August 2010
United States Army Reserves August 2002 - August 2010
New England Financial 2002 - 2004
Skills
Training, Management, Customer Satisfaction, Customer Service, Account Management, Inventory Management, Supervisory Management, SAP, Oracle, Human Resources, Microsoft Office, Employee Relations, Leadership, Change Management, Personnel Management, Software Documentation, Team Building, Process Improvement, Team Leadership, Salesforce.com, Time Management
Education
Concordia University-Wisconsin 2013 — 2015
Bachelor's degree, Human Resources Management, 3.95 GPA
Milwaukee Area Technical College 2010 — 2012
Associates Degree, Supervisory Management, 3.5 GPA
George H. Cespedes's New England Financial Experience October 2008 - May 2010
Job Triathlon Professional
Industry Insurance
Experience
Triathlon Research June 2015 - Present
Indpendent February 2015 - Present
1st Choice Plans April 2010 - Present
New England Financial October 2008 - May 2010
Gold's Gym October 2007 - September 2008
24-Hour Fitness May 2001 - August 2007
Frontrange Janitorial March 2004 - August 2006
New York Health and Racquet Club January 2000 - April 2001
New York Health and Racquet Club August 1997 - December 1999
New York Health and Racquet Club August 1993 - July 1997
Skills
Marketing, Insurance, Advertising, Sales, Retail, Customer Service, Management, Inventory Management, Leadership, Strategic Financial..., Budgets, Marketing Strategy, Small Business, Real Estate, Training, Time Management, Finance, Analysis, Project Planning, Public Speaking, Team Building, Life Insurance, Strategic Planning, Coaching, Entrepreneurship, Long-term Care, Retirement, Health Insurance, Networking, Disability Insurance, New Business Development, Business Development, Sales Management, Investments, Business Planning, Start-ups, Social Networking, Fixed Annuities, Account Management, Selling, Leadership Development, Customer Retention, Contract Negotiation, Strategy, Social Media Marketing, Term Life Insurance, IRAs, Employee Benefits, Direct Sales, Retirement Planning
Education
Eastern Kentucky University 1983 — 1984
Bachelor of Science (BS), Finance
Cumberland College 1981 — 1983
Gables
Triathlon Research June 2015 - Present
Indpendent February 2015 - Present
1st Choice Plans April 2010 - Present
New England Financial October 2008 - May 2010
Gold's Gym October 2007 - September 2008
24-Hour Fitness May 2001 - August 2007
Frontrange Janitorial March 2004 - August 2006
New York Health and Racquet Club January 2000 - April 2001
New York Health and Racquet Club August 1997 - December 1999
New York Health and Racquet Club August 1993 - July 1997
Skills
Marketing, Insurance, Advertising, Sales, Retail, Customer Service, Management, Inventory Management, Leadership, Strategic Financial..., Budgets, Marketing Strategy, Small Business, Real Estate, Training, Time Management, Finance, Analysis, Project Planning, Public Speaking, Team Building, Life Insurance, Strategic Planning, Coaching, Entrepreneurship, Long-term Care, Retirement, Health Insurance, Networking, Disability Insurance, New Business Development, Business Development, Sales Management, Investments, Business Planning, Start-ups, Social Networking, Fixed Annuities, Account Management, Selling, Leadership Development, Customer Retention, Contract Negotiation, Strategy, Social Media Marketing, Term Life Insurance, IRAs, Employee Benefits, Direct Sales, Retirement Planning
Education
Eastern Kentucky University 1983 — 1984
Bachelor of Science (BS), Finance
Cumberland College 1981 — 1983
Gables
Bryan Neely, AIF Bryan Neely, AIF's New England Financial Experience June 1992 - June 1998
Job President at HR Ally, Inc
Industry Human Resources
Experience
HR Ally, Inc April 2014 - Present
Worksite Logistics July 2013 - April 2014
HR Ally, Inc. November 2011 - April 2014
Neely & Company, Inc. March 2004 - April 2014
Worksite Logistics, Inc. July 2011 - June 2013
Employee & Executive Benefits, Inc November 1998 - March 2004
New England Financial June 1992 - June 1998
Skills
Employee Benefits, 401k, Benefits, Plan Design, Dental, Health Insurance, Small Business, Health, Consulting, HR Consulting, Non-profit Consulting, Insurance, Business Planning, Defined Contribution, Retirement Plan..., Investment Policy..., Affordable Care Act, Health Insurance..., Insurance Agency..., Benefits Management, Voluntary Products, Non-profit Volunteer, Non-profit Boards, ERISA, Plan Compliance, Group Insurance, Pensions, Self-funded, Health Care Reform, Retirement Planning, Retirement, Sales, Management Consulting, Account Management, Customer Service, New Business Development, Management
Education
DePaul
HR Ally, Inc April 2014 - Present
Worksite Logistics July 2013 - April 2014
HR Ally, Inc. November 2011 - April 2014
Neely & Company, Inc. March 2004 - April 2014
Worksite Logistics, Inc. July 2011 - June 2013
Employee & Executive Benefits, Inc November 1998 - March 2004
New England Financial June 1992 - June 1998
Skills
Employee Benefits, 401k, Benefits, Plan Design, Dental, Health Insurance, Small Business, Health, Consulting, HR Consulting, Non-profit Consulting, Insurance, Business Planning, Defined Contribution, Retirement Plan..., Investment Policy..., Affordable Care Act, Health Insurance..., Insurance Agency..., Benefits Management, Voluntary Products, Non-profit Volunteer, Non-profit Boards, ERISA, Plan Compliance, Group Insurance, Pensions, Self-funded, Health Care Reform, Retirement Planning, Retirement, Sales, Management Consulting, Account Management, Customer Service, New Business Development, Management
Education
DePaul
David Godwin David Godwin's New England Financial Experience June 1997 - January 2001
Job DevOps Engineer at Humana
Industry Computer Software
Experience
Humana June 2015 - Present
Rollerr October 2014 - March 2015
Launch Academy, Inc April 2014 - July 2014
Canecom June 2011 - April 2014
State Street - Global Markets June 2004 - December 2010
Washington Mutual July 2002 - December 2003
New England Financial June 1997 - January 2001
Skills
Ruby, Amazon Web Services..., Mobile Applications, DevOps, Ruby on Rails, PostgreSQL, Social Media, Xcode, JavaScript, HTML 5, Bash, Vagrant, CSS, Docker, Financial Services, Codeship, Securities, HockeyApp, Financial Analysis, Fixed Income, Derivatives, Customer Communication, Asset Management, Equities, App Store, SQL, Sinatra
Education
Fairfield University
Economics and Political Science, 128 credits (4+ years) completed.
Medway High School
Humana June 2015 - Present
Rollerr October 2014 - March 2015
Launch Academy, Inc April 2014 - July 2014
Canecom June 2011 - April 2014
State Street - Global Markets June 2004 - December 2010
Washington Mutual July 2002 - December 2003
New England Financial June 1997 - January 2001
Skills
Ruby, Amazon Web Services..., Mobile Applications, DevOps, Ruby on Rails, PostgreSQL, Social Media, Xcode, JavaScript, HTML 5, Bash, Vagrant, CSS, Docker, Financial Services, Codeship, Securities, HockeyApp, Financial Analysis, Fixed Income, Derivatives, Customer Communication, Asset Management, Equities, App Store, SQL, Sinatra
Education
Fairfield University
Economics and Political Science, 128 credits (4+ years) completed.
Medway High School
Jenna (Justice) Scala's New England Financial Experience June 2009 - July 2011
Job Medical Coder at Advocate Good Shepherd Hospital
Industry Computer Software
Experience
Advocate Good Shepherd Hospital July 2011 - Present
New England Financial June 2009 - July 2011
Orbitz Worldwide June 2008 - December 2008
Motorola 1996 - 2003
Skills
Java, Access, Process Improvement, PowerPoint, Microsoft Excel, HTML, Linux, Microsoft Office, Databases, Software Development, Product Management, SQL, Testing, Customer Service, Project Management, Integration, Product Development, Visio, Data Analysis, Quality Assurance, Team Leadership, Software Documentation, Business Analysis
Education
DePaul University 1999 — 2001
MS, Distributed Systems, Software Engineering, HCI
College of Lake County 2009 — 2011
AS, Health Information Technology
University of Illinois at Urbana-Champaign 1992 — 1996
BS, Computer Science Engineering
Advocate Good Shepherd Hospital July 2011 - Present
New England Financial June 2009 - July 2011
Orbitz Worldwide June 2008 - December 2008
Motorola 1996 - 2003
Skills
Java, Access, Process Improvement, PowerPoint, Microsoft Excel, HTML, Linux, Microsoft Office, Databases, Software Development, Product Management, SQL, Testing, Customer Service, Project Management, Integration, Product Development, Visio, Data Analysis, Quality Assurance, Team Leadership, Software Documentation, Business Analysis
Education
DePaul University 1999 — 2001
MS, Distributed Systems, Software Engineering, HCI
College of Lake County 2009 — 2011
AS, Health Information Technology
University of Illinois at Urbana-Champaign 1992 — 1996
BS, Computer Science Engineering
Newlin O. Wollaston Newlin O. Wollaston's New England Financial Experience June 2009 - November 2011
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. October 2014 - Present
J.P. Morgan Securities, LLC December 2011 - October 2014
New England Financial June 2009 - November 2011
Bank of America May 1993 - March 2009
Education
DePaul University 1996 — 2004
Business Administration and Management, General
J.P. Morgan Chase Bank, N.A. October 2014 - Present
J.P. Morgan Securities, LLC December 2011 - October 2014
New England Financial June 2009 - November 2011
Bank of America May 1993 - March 2009
Education
DePaul University 1996 — 2004
Business Administration and Management, General
Ryan Matusik's New England Financial Experience March 1998 - January 2000
Job Associate Wealth Manager at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2008 - Present
Washington Mutual June 2006 - December 2007
Washington Mutual February 2004 - June 2006
AMG Guaranty Trust Bank January 2000 - January 2004
New England Financial March 1998 - January 2000
Skills
Management, Financial Advisory, Risk Management, CRM, Loans, Credit, Asset Management, Banking, Underwriting, Mortgage Lending, Loan Origination, Process Improvement
Education
Dominican University 1998 — 2000
Master's of Business, Finance
Marquette University 1993 — 1997
Bachelor's degree - Business, Finance
Northwestern Mutual June 2008 - Present
Washington Mutual June 2006 - December 2007
Washington Mutual February 2004 - June 2006
AMG Guaranty Trust Bank January 2000 - January 2004
New England Financial March 1998 - January 2000
Skills
Management, Financial Advisory, Risk Management, CRM, Loans, Credit, Asset Management, Banking, Underwriting, Mortgage Lending, Loan Origination, Process Improvement
Education
Dominican University 1998 — 2000
Master's of Business, Finance
Marquette University 1993 — 1997
Bachelor's degree - Business, Finance
Erin Berger's New England Financial Experience June 2008 - August 2008
Job Operational Risk
Industry Financial Services
Experience
Fannie Mae February 2015 - Present
HNTB February 2013 - February 2015
Merrill Lynch August 2010 - February 2013
Avalon Bay Communities June 2009 - August 2009
New England Financial June 2008 - August 2008
Lewtan Technologies June 2007 - December 2007
Skills
Microsoft Excel, Microsoft Office, Database Administration, Research, SQL, LDRPS, SharePoint, Risk Management, PowerPoint, Microsoft Word, Data Analysis, Customer Service, Access
Education
Elon University - Martha and Spencer Love School of Business 2006 — 2010
BS, Business Administration; Concentrating in Finance, International Business, Minor in French
Londonderry High School 2001 — 2006
Fannie Mae February 2015 - Present
HNTB February 2013 - February 2015
Merrill Lynch August 2010 - February 2013
Avalon Bay Communities June 2009 - August 2009
New England Financial June 2008 - August 2008
Lewtan Technologies June 2007 - December 2007
Skills
Microsoft Excel, Microsoft Office, Database Administration, Research, SQL, LDRPS, SharePoint, Risk Management, PowerPoint, Microsoft Word, Data Analysis, Customer Service, Access
Education
Elon University - Martha and Spencer Love School of Business 2006 — 2010
BS, Business Administration; Concentrating in Finance, International Business, Minor in French
Londonderry High School 2001 — 2006
Zach Davis TX Investor's New England Financial Experience April 2007 - September 2007
Job Associate at New Western Acquisitions
Industry Real Estate
Experience
New Western Acquisitions May 2015 - Present
Sherman Bridge Lending April 2012 - Present
New Western Realty June 2011 - May 2015
DDD Holdings, LLC February 2010 - December 2012
Cherokee Horn Production December 2007 - January 2010
New England Financial April 2007 - September 2007
Connect One/ADT February 2006 - November 2006
Skills
Sales Management, Sales Presentations, Client Counseling, Client Education, Presentations, Public Speaking, Marketing, Self Management, Self Assessment, Negotiation, Real Estate Transactions, Investors, Residential Homes, Sales, Real Estate, Contract Negotiation, Investment Properties, Investments, Finance, Foreclosures, Commercial Real Estate, Short Sales, Sellers
Education
Concordia University-Seward 2001 — 2005
Bach of Arts, Business
Cy-Fair high school? 1998 — 2001
New Western Acquisitions May 2015 - Present
Sherman Bridge Lending April 2012 - Present
New Western Realty June 2011 - May 2015
DDD Holdings, LLC February 2010 - December 2012
Cherokee Horn Production December 2007 - January 2010
New England Financial April 2007 - September 2007
Connect One/ADT February 2006 - November 2006
Skills
Sales Management, Sales Presentations, Client Counseling, Client Education, Presentations, Public Speaking, Marketing, Self Management, Self Assessment, Negotiation, Real Estate Transactions, Investors, Residential Homes, Sales, Real Estate, Contract Negotiation, Investment Properties, Investments, Finance, Foreclosures, Commercial Real Estate, Short Sales, Sellers
Education
Concordia University-Seward 2001 — 2005
Bach of Arts, Business
Cy-Fair high school? 1998 — 2001
Andrew Caldwell Andrew Caldwell's New England Financial Experience February 1997 - December 1998
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2005 - Present
Colonial Brokerage January 2001 - December 2005
SunTrust Investment Services January 1999 - January 2001
New England Financial February 1997 - December 1998
Edward Jones February 1996 - February 1997
Petrolite Corporation (now Baker Hughes Corporation) October 1987 - February 1996
Chemtech Industries, Inc June 1982 - October 1987
Union Chemicals Division/UNOCAL November 1978 - June 1982
Education
Eastern Illinois University 1974 — 1978
B.S., Business with Concentration in Chemistry
Wells Fargo Advisors, LLC December 2005 - Present
Colonial Brokerage January 2001 - December 2005
SunTrust Investment Services January 1999 - January 2001
New England Financial February 1997 - December 1998
Edward Jones February 1996 - February 1997
Petrolite Corporation (now Baker Hughes Corporation) October 1987 - February 1996
Chemtech Industries, Inc June 1982 - October 1987
Union Chemicals Division/UNOCAL November 1978 - June 1982
Education
Eastern Illinois University 1974 — 1978
B.S., Business with Concentration in Chemistry
Richard Levine, CFP®, ChFC, CLU, MBA Richard Levine, CFP®, ChFC, CLU, MBA's New England Financial Experience June 2003 - April 2004
Job Partner at Synergy Financial Partners
Industry Financial Services
Experience
Synergy Financial Partners February 2008 - Present
Strategic Financial Partners April 2004 - November 2007
New England Financial June 2003 - April 2004
Amicus Financial 2000 - 2003
Skills
Retirement Planning, Retirement, Wealth Management, Investment Advisory, 401k, Investments, Asset Allocation, Financial Goals, Series 63, Investment Strategies, Strategic Financial..., Fixed Annuities, Financial Advisory, Life Insurance, Small Business, Finance, Financial Services, Financial Planning
Education
Rollins College - Crummer Graduate School of Business 1996 — 1998
MBA, Finance
Emory University 1991 — 1995
BA, English
Synergy Financial Partners February 2008 - Present
Strategic Financial Partners April 2004 - November 2007
New England Financial June 2003 - April 2004
Amicus Financial 2000 - 2003
Skills
Retirement Planning, Retirement, Wealth Management, Investment Advisory, 401k, Investments, Asset Allocation, Financial Goals, Series 63, Investment Strategies, Strategic Financial..., Fixed Annuities, Financial Advisory, Life Insurance, Small Business, Finance, Financial Services, Financial Planning
Education
Rollins College - Crummer Graduate School of Business 1996 — 1998
MBA, Finance
Emory University 1991 — 1995
BA, English
Allen Weintraub CLU,ChFC, CLTC Allen Weintraub CLU,ChFC, CLTC's New England Financial Experience May 1980 - December 2001
Job Me,myself& I at retired
Industry Financial Services
Experience
retired June 2012 - Present
Hoopis Performance Network January 2009 - December 2012
Hoopis Financial Group 2000 - March 2011
New England Financial May 1980 - December 2001
Walgreens July 1968 - April 1972
Skills
Business Development, Insurance Professional, Business Coaching, Sales Skills, Using HPN to the Max, Finance, Sales, Selling Skills, Leadership Development, Leadership, Direct Sales, Risk Management, Management Consulting, Marketing Strategy, Sales Management, Marketing, Coaching, Management
Education
DePaul University 1970 — 1972
MBA, Business Administration Marketing
DePaul University - Charles H. Kellstadt Graduate School of Business 1970 — 1972
MBA, Marketing
Southern Illinois University, Carbondale 1964 — 1968
BS, Marketing
retired June 2012 - Present
Hoopis Performance Network January 2009 - December 2012
Hoopis Financial Group 2000 - March 2011
New England Financial May 1980 - December 2001
Walgreens July 1968 - April 1972
Skills
Business Development, Insurance Professional, Business Coaching, Sales Skills, Using HPN to the Max, Finance, Sales, Selling Skills, Leadership Development, Leadership, Direct Sales, Risk Management, Management Consulting, Marketing Strategy, Sales Management, Marketing, Coaching, Management
Education
DePaul University 1970 — 1972
MBA, Business Administration Marketing
DePaul University - Charles H. Kellstadt Graduate School of Business 1970 — 1972
MBA, Marketing
Southern Illinois University, Carbondale 1964 — 1968
BS, Marketing
Jose M. Hernandez Jose M. Hernandez's New England Financial Experience March 2002 - October 2006
Job CoFounder and Managing Partner at Plasencia, Hernandez & Guerrero
Industry Financial Services
Experience
MHS Alumni Professionals Society June 2011 - Present
Jose M. Hernandez & Associates October 2006 - Present
Plasencia, Hernandez & Guerrero September 2006 - Present
Kiwanis Club of Coral Gable Latin January 2002 - Present
New England Financial March 2002 - October 2006
AeroThrust Corporation October 1996 - February 2002
Skills
Health Insurance, Disability Insurance, Long Term Care Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Estate Planning, Insurance, Long-term Care, Employee Benefits, Investments, Financial Advisory, Management, Finance, Training, Investment Advisory, Small Business, Critical Illness, Financial Services, Wealth Management, Mutual Funds, Retirement, Sales, Health Savings Accounts, IRAs, 401k, Term Life Insurance, Strategic Financial..., Business Strategy, Wealth, Underwriting, Financial Planning
Education
University of Miami 2007 — 2008
CFP Certification
Florida International University - College of Business Administration 1999 — 2001
Finance
Miami Dade College 1994 — 1998
AA, Business
Miami Senior High 1989 — 1993
MHS Alumni Professionals Society June 2011 - Present
Jose M. Hernandez & Associates October 2006 - Present
Plasencia, Hernandez & Guerrero September 2006 - Present
Kiwanis Club of Coral Gable Latin January 2002 - Present
New England Financial March 2002 - October 2006
AeroThrust Corporation October 1996 - February 2002
Skills
Health Insurance, Disability Insurance, Long Term Care Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Estate Planning, Insurance, Long-term Care, Employee Benefits, Investments, Financial Advisory, Management, Finance, Training, Investment Advisory, Small Business, Critical Illness, Financial Services, Wealth Management, Mutual Funds, Retirement, Sales, Health Savings Accounts, IRAs, 401k, Term Life Insurance, Strategic Financial..., Business Strategy, Wealth, Underwriting, Financial Planning
Education
University of Miami 2007 — 2008
CFP Certification
Florida International University - College of Business Administration 1999 — 2001
Finance
Miami Dade College 1994 — 1998
AA, Business
Miami Senior High 1989 — 1993
Emma Blanco Emma Blanco's New England Financial Experience 2008 - 2009
Job
Industry Real Estate
Experience
Citibank NA August 2011 - September 2014
Principal Financial Group 2010 - 2011
Principal Financial Group 2010 - 2011
Succesful Strategies Group October 2008 - July 2010
The Fine Art Fund Group March 2007 - October 2009
New England Financial 2008 - 2009
New England Financial 2008 - 2009
Wachovia Securities March 2005 - March 2007
Citibank 1994 - 2001
Skills
Mutual Funds, Retirement Planning, Portfolio Management, Investments, Asset Allocation, Private Equity, Insurance, Venture Capital, Series 63, Life Insurance, Finance, Financial Advisory, Equities, Work Ethic, Investment Management, Wealth Management, Manage Client..., Banking, Mortgage Banking, Client Presentation, Financial Analysis, Client Relations Skills
Education
Fordham Gabelli School of Business
MBA
Citibank NA August 2011 - September 2014
Principal Financial Group 2010 - 2011
Principal Financial Group 2010 - 2011
Succesful Strategies Group October 2008 - July 2010
The Fine Art Fund Group March 2007 - October 2009
New England Financial 2008 - 2009
New England Financial 2008 - 2009
Wachovia Securities March 2005 - March 2007
Citibank 1994 - 2001
Skills
Mutual Funds, Retirement Planning, Portfolio Management, Investments, Asset Allocation, Private Equity, Insurance, Venture Capital, Series 63, Life Insurance, Finance, Financial Advisory, Equities, Work Ethic, Investment Management, Wealth Management, Manage Client..., Banking, Mortgage Banking, Client Presentation, Financial Analysis, Client Relations Skills
Education
Fordham Gabelli School of Business
MBA
Stephanie DiIullo Stephanie DiIullo's New England Financial Experience 2010 - 2012
Job Operations Manager, Financial Advisor, Investment Advisor Representative 401k Retire Logic LLC
Industry Financial Services
Experience
401k Retire Logic LLC 2012 - Present
New England Financial 2010 - 2012
Guangzhou Civil Aviation College 2009 - 2010
Skills
401k, Retirement, Retirement Planning, Asset Managment, Securities, 401k Rollovers, Mutual Funds, Insurance, IRAs, Equities, Fixed Income, Wealth Accumulation, Series 7, Series 24, Life Insurance, Disability Insurance, Pensions, Financial Goals
Education
Emory University 2004 — 2008
Bachelor of Arts (B.A.), International/Global Studies, Chinese
401k Retire Logic LLC 2012 - Present
New England Financial 2010 - 2012
Guangzhou Civil Aviation College 2009 - 2010
Skills
401k, Retirement, Retirement Planning, Asset Managment, Securities, 401k Rollovers, Mutual Funds, Insurance, IRAs, Equities, Fixed Income, Wealth Accumulation, Series 7, Series 24, Life Insurance, Disability Insurance, Pensions, Financial Goals
Education
Emory University 2004 — 2008
Bachelor of Arts (B.A.), International/Global Studies, Chinese
Robert J. Martin III Robert J. Martin III's New England Financial Experience February 1989 - January 1990
Job Clinical Business Manager at Cubist Pharmaceuticals
Industry Pharmaceuticals
Experience
Cubist Pharmaceuticals January 2011 - Present
The Janssen Pharmaceutical Companies of Johnson & Johnson January 1998 - December 2010
Sun Life Financial May 1997 - October 1998
John Hancock Financial Services November 1994 - April 1997
John Hancock Financial Services October 1992 - October 1994
John Hancock Financial Services January 1992 - September 1992
John Hancock Financial Services February 1990 - December 1991
New England Financial February 1989 - January 1990
Skills
Healthcare, Managed Care, Infectious Diseases, Pharmaceutical Industry, Hospitals
Education
College of the Holy Cross
Bachelor of Arts (B.A.)
The University of Edinburgh
Cubist Pharmaceuticals January 2011 - Present
The Janssen Pharmaceutical Companies of Johnson & Johnson January 1998 - December 2010
Sun Life Financial May 1997 - October 1998
John Hancock Financial Services November 1994 - April 1997
John Hancock Financial Services October 1992 - October 1994
John Hancock Financial Services January 1992 - September 1992
John Hancock Financial Services February 1990 - December 1991
New England Financial February 1989 - January 1990
Skills
Healthcare, Managed Care, Infectious Diseases, Pharmaceutical Industry, Hospitals
Education
College of the Holy Cross
Bachelor of Arts (B.A.)
The University of Edinburgh
Mark Ancerewicz's New England Financial Experience 2005 - 2008
Job Realtor at Premiere Plus Realty, Co.
Industry Renewables & Environment
Experience
Premiere Plus Realty, Co. June 2014 - Present
Metro Parkway Car Wash September 2014 - Present
Charleston Sailing School March 2012 - Present
Charleston Sailing School March 2012 - November 2013
Creative Energy Solutions January 2009 - 2011
New England Financial 2005 - 2008
Education
Colorado State University 1997 — 2001
Premiere Plus Realty, Co. June 2014 - Present
Metro Parkway Car Wash September 2014 - Present
Charleston Sailing School March 2012 - Present
Charleston Sailing School March 2012 - November 2013
Creative Energy Solutions January 2009 - 2011
New England Financial 2005 - 2008
Education
Colorado State University 1997 — 2001
Lynne Flatley's New England Financial Experience December 1997 - August 2001
Job Data Analyst at Northrop Grumman Information Systems
Industry Information Technology and Services
Experience
Northrop Grumman Information Systems April 2012 - Present
Blue Cross Blue Shield of South Carolina September 2010 - July 2012
Liberty Mutual June 2004 - August 2008
City of Boston February 2003 - July 2003
New England Financial December 1997 - August 2001
Mellon Bank September 1994 - December 1997
Mellon 1994 - 1997
New England Life 1978 - 1982
Skills
DB2, z/OS, REXX, Replication, Database Administration, OS/390, Performance Tuning, SQL, Stored Procedures, SQL Tuning, JCL, Mainframe, AIX, COBOL, Microsoft SQL Server, CICS, Databases, Data Warehousing, Data Modeling, Unix, Data Warehouse..., Websphere, Data Migration
Education
Emmanuel College 1974 — 1977
Northrop Grumman Information Systems April 2012 - Present
Blue Cross Blue Shield of South Carolina September 2010 - July 2012
Liberty Mutual June 2004 - August 2008
City of Boston February 2003 - July 2003
New England Financial December 1997 - August 2001
Mellon Bank September 1994 - December 1997
Mellon 1994 - 1997
New England Life 1978 - 1982
Skills
DB2, z/OS, REXX, Replication, Database Administration, OS/390, Performance Tuning, SQL, Stored Procedures, SQL Tuning, JCL, Mainframe, AIX, COBOL, Microsoft SQL Server, CICS, Databases, Data Warehousing, Data Modeling, Unix, Data Warehouse..., Websphere, Data Migration
Education
Emmanuel College 1974 — 1977
Hiroko Norder PMP, MBA's New England Financial Experience November 2005 - June 2007
Job Project Manager, Process Improvement Operations at Ricoh Americas Corporation
Industry Business Supplies and Equipment
Experience
Ricoh Americas Corporation May 2013 - Present
Ricoh Americas Corporation April 2011 - April 2013
New West Technologies, LLC November 2009 - March 2011
Western Union June 2008 - August 2008
New England Financial November 2005 - June 2007
National Life Group January 2004 - November 2005
Skills
Process Improvement, PMP, Six Sigma, Analysis, Business Planning, Risk Management, Financial Analysis, Program Management, Business Analysis, Project Management, Data Analysis, Management Consulting, Management, Operations Management, Cross-functional Team..., Business Process..., CRM, Strategy
Education
University of South Carolina - The Moore School of Business 2007 — 2009
MBA, Operations
Florida State University 1999 — 2003
BA, International Affairs
Ricoh Americas Corporation May 2013 - Present
Ricoh Americas Corporation April 2011 - April 2013
New West Technologies, LLC November 2009 - March 2011
Western Union June 2008 - August 2008
New England Financial November 2005 - June 2007
National Life Group January 2004 - November 2005
Skills
Process Improvement, PMP, Six Sigma, Analysis, Business Planning, Risk Management, Financial Analysis, Program Management, Business Analysis, Project Management, Data Analysis, Management Consulting, Management, Operations Management, Cross-functional Team..., Business Process..., CRM, Strategy
Education
University of South Carolina - The Moore School of Business 2007 — 2009
MBA, Operations
Florida State University 1999 — 2003
BA, International Affairs
Laura Bund's New England Financial Experience 1983 - 1993
Job Training Specialist at Partners HealthCare
Industry Hospital & Health Care
Experience
Partners HealthCare 2011 - Present
John Hancock June 2002 - October 2010
Korn/Ferry International 2000 - 2001
New England Finanial 1993 - 1995
New England Financial 1983 - 1993
Skills
Onboarding, Project Management, Leadership, Training, Talent Management, Human Resources, Strategy, Performance Management, Organizational..., Management, Recruiting, Process Improvement, Vendor Management, Leadership Development, Employee Engagement
Education
Drew University
BA, Economics (cum laude)
Partners HealthCare 2011 - Present
John Hancock June 2002 - October 2010
Korn/Ferry International 2000 - 2001
New England Finanial 1993 - 1995
New England Financial 1983 - 1993
Skills
Onboarding, Project Management, Leadership, Training, Talent Management, Human Resources, Strategy, Performance Management, Organizational..., Management, Recruiting, Process Improvement, Vendor Management, Leadership Development, Employee Engagement
Education
Drew University
BA, Economics (cum laude)
Michael R. Dunn, CLU, ChFC, CFP, Cert. PFS's New England Financial Experience February 1989 - February 2000
Job Investment Advisor Representative at Eagle Strategies, LLC (New York Life Company)
Industry Financial Services
Experience
Eagle Strategies, LLC (New York Life Company) April 2010 - Present
NYLIFE Securities LLC January 2010 - Present
The American College 1989 - 2013
The American College 1989 - 2013
Insurance Solutions International January 2006 - January 2010
Swiss Life Private Placement March 2008 - July 2008
Sun Life Everbright Insurance Company of China March 2006 - November 2006
JPMorgan Private Bank June 2002 - July 2005
Sun Life Financial February 2000 - June 2002
New England Financial February 1989 - February 2000
Skills
Insurance, Life Insurance, Relationship Management, Investments, Wealth Management, Private Banking, Strategic Financial..., Business Planning
Education
The Johns Hopkins University 1966 — 1972
BA, Behavioral Sciences
College for Financial Planning
CFP, Certified Financial Planner
East High School
The American College
CLU, Charetered Life Underwriter
The Johns Hopkins University
BA, Behavioral Sciences
Eagle Strategies, LLC (New York Life Company) April 2010 - Present
NYLIFE Securities LLC January 2010 - Present
The American College 1989 - 2013
The American College 1989 - 2013
Insurance Solutions International January 2006 - January 2010
Swiss Life Private Placement March 2008 - July 2008
Sun Life Everbright Insurance Company of China March 2006 - November 2006
JPMorgan Private Bank June 2002 - July 2005
Sun Life Financial February 2000 - June 2002
New England Financial February 1989 - February 2000
Skills
Insurance, Life Insurance, Relationship Management, Investments, Wealth Management, Private Banking, Strategic Financial..., Business Planning
Education
The Johns Hopkins University 1966 — 1972
BA, Behavioral Sciences
College for Financial Planning
CFP, Certified Financial Planner
East High School
The American College
CLU, Charetered Life Underwriter
The Johns Hopkins University
BA, Behavioral Sciences
Anne Kenney Mahaney's New England Financial Experience December 1980 - September 1985
Job Realtor at Rutledge Properties
Industry Real Estate
Experience
Rutledge Properties October 2014 - Present
Independent Contractor August 2012 - Present
Quality Emergency Vehicles, Inc. August 1989 - December 2012
New England Financial December 1980 - September 1985
EDS 1976 - 1980
Skills
Strategic Planning, Sales Management, New Business Development, Marketing Strategy, Contract Negotiation, Marketing, Team Building, Entrepreneurship, Manufacturing, Time Management, Business Strategy, Negotiation
Education
Emmanuel College 1972 — 1976
Bachelor of Arts (B.A.), Interdisciplinary Studies: French, Psychology, Education, English
Medway High School 1968 — 1972
High School
Rutledge Properties October 2014 - Present
Independent Contractor August 2012 - Present
Quality Emergency Vehicles, Inc. August 1989 - December 2012
New England Financial December 1980 - September 1985
EDS 1976 - 1980
Skills
Strategic Planning, Sales Management, New Business Development, Marketing Strategy, Contract Negotiation, Marketing, Team Building, Entrepreneurship, Manufacturing, Time Management, Business Strategy, Negotiation
Education
Emmanuel College 1972 — 1976
Bachelor of Arts (B.A.), Interdisciplinary Studies: French, Psychology, Education, English
Medway High School 1968 — 1972
High School
James Fierro's New England Financial Experience June 2008 - Present
Job Student at Erie Community College
Industry Information Technology and Services
Experience
New England Financial June 2008 - Present
Education
Duquesne University 2008 — 2009
New England Financial June 2008 - Present
Education
Duquesne University 2008 — 2009
Mila Levine's New England Financial Experience March 1981 - April 1989
Job Senior Lecturer at Curry College
Industry Education Management
Experience
Curry College September 2004 - Present
Northeastern University January 2004 - May 2009
Sun Life Financial July 1998 - April 2005
Metropolitan Life December 1993 - June 1998
Computer Horizons April 1989 - November 1993
New England Financial March 1981 - April 1989
Skills
RFP, Resource Management, Databases, Security, SQL, IT Management, Microsoft Office, Data Warehousing, Higher Education, Adult Education, Database Design, Microsoft SQL Server, Instructional Design, Program Management, Enterprise Architecture, Performance Tuning, Requirements Analysis, Software Documentation, Requirements Gathering, Curriculum Design, Data Analysis, Oracle, Database Administration, Information Technology, Faculty Development, Analysis, University Teaching, College Teaching, Distance Learning, Training, Teaching, Academic Administration, Student Affairs, Staff Development, Curriculum Development, Admissions, Student Development, E-Learning, Technical Writing
Education
Nova Southeastern University 2002 — 2005
Ph. D. candidate, Information Systems
Northeastern University - Graduate School of Business Administration 1990 — 1992
MBA, High Technology
Curry College September 2004 - Present
Northeastern University January 2004 - May 2009
Sun Life Financial July 1998 - April 2005
Metropolitan Life December 1993 - June 1998
Computer Horizons April 1989 - November 1993
New England Financial March 1981 - April 1989
Skills
RFP, Resource Management, Databases, Security, SQL, IT Management, Microsoft Office, Data Warehousing, Higher Education, Adult Education, Database Design, Microsoft SQL Server, Instructional Design, Program Management, Enterprise Architecture, Performance Tuning, Requirements Analysis, Software Documentation, Requirements Gathering, Curriculum Design, Data Analysis, Oracle, Database Administration, Information Technology, Faculty Development, Analysis, University Teaching, College Teaching, Distance Learning, Training, Teaching, Academic Administration, Student Affairs, Staff Development, Curriculum Development, Admissions, Student Development, E-Learning, Technical Writing
Education
Nova Southeastern University 2002 — 2005
Ph. D. candidate, Information Systems
Northeastern University - Graduate School of Business Administration 1990 — 1992
MBA, High Technology
Israel Olson's New England Financial Experience March 2000 - April 2001
Job Owner at Stage Left Dance Company
Industry Retail
Experience
OfficeMax October 1997 - Present
Stage Left Dance Company June 2014 - Present
Noma Stars August 2007 - May 2012
Primerica October 2010 - January 2012
New England Financial March 2000 - April 2001
Skills
Store Management, Profit, Succession Planning, Store Operations, Driving Results, Employee Training, Hiring, Sales, Performance Management, Leadership, Training, Inventory Management, Merchandising, Team Building, Customer Service, Retail, Management, Customer Satisfaction, Time Management, Recruiting, Inventory Control, Visual Merchandising, Loss Prevention
Education
Concordia University-St. Paul 1996 — 2000
B.B.A., Finance, Marketing Management
OfficeMax October 1997 - Present
Stage Left Dance Company June 2014 - Present
Noma Stars August 2007 - May 2012
Primerica October 2010 - January 2012
New England Financial March 2000 - April 2001
Skills
Store Management, Profit, Succession Planning, Store Operations, Driving Results, Employee Training, Hiring, Sales, Performance Management, Leadership, Training, Inventory Management, Merchandising, Team Building, Customer Service, Retail, Management, Customer Satisfaction, Time Management, Recruiting, Inventory Control, Visual Merchandising, Loss Prevention
Education
Concordia University-St. Paul 1996 — 2000
B.B.A., Finance, Marketing Management
David Barchet's New England Financial Experience June 1992 - March 2003
Job New Business Manager at CIGNA Healthcare
Industry Insurance
Experience
CIGNA Healthcare October 2006 - Present
Aetna April 2003 - October 2006
New England Financial June 1992 - March 2003
Skills
Benefits Administration, Term Life Insurance, Customer Service, Sales Management, Medicare
Education
Denison University 1988 — 1992
bachelor of Arts, Economics
CIGNA Healthcare October 2006 - Present
Aetna April 2003 - October 2006
New England Financial June 1992 - March 2003
Skills
Benefits Administration, Term Life Insurance, Customer Service, Sales Management, Medicare
Education
Denison University 1988 — 1992
bachelor of Arts, Economics
Kyle Schmutte's New England Financial Experience December 2010 - Present
Job Financial Representative at New England Financial
Industry Financial Services
Experience
New England Financial December 2010 - Present
American Income Life December 2009 - November 2010
Education
Endicott College 2005 — 2009
Bachelor of Science, Business Administration
Minnechaug
New England Financial December 2010 - Present
American Income Life December 2009 - November 2010
Education
Endicott College 2005 — 2009
Bachelor of Science, Business Administration
Minnechaug
Jason Rompola's New England Financial Experience 2007 - 2009
Job Production Sales Analyst at Ricoh Americas Corp
Industry Business Supplies and Equipment
Experience
Ricoh Americas Corporation March 2014 - Present
RICOH AMERICAS CORPORATION September 2009 - March 2014
FXPress February 2009 - August 2009
new england financial 2007 - 2009
Skills
Forecasting, Financial Modeling, Marketing, Insurance, Financial Analysis, Retirement Planning, Competitive Analysis, Variance Analysis, Sales, Microsoft Office, CRM, Retirement, Management, Analysis
Education
East Stroudsburg University of Pennsylvania 2002 — 2006
Management, specialization in Finance
Ricoh Americas Corporation March 2014 - Present
RICOH AMERICAS CORPORATION September 2009 - March 2014
FXPress February 2009 - August 2009
new england financial 2007 - 2009
Skills
Forecasting, Financial Modeling, Marketing, Insurance, Financial Analysis, Retirement Planning, Competitive Analysis, Variance Analysis, Sales, Microsoft Office, CRM, Retirement, Management, Analysis
Education
East Stroudsburg University of Pennsylvania 2002 — 2006
Management, specialization in Finance
Richard R. Specht's New England Financial Experience June 1996 - January 1999
Job Manager of Individual Client Services and Pension Adminsitration at The Signature Group of Companies
Industry Financial Services
Experience
TSG Financial, LLC May 2003 - Present
Financial Design Concepts January 1999 - May 2003
New England Financial June 1996 - January 1999
Skills
401k, Healthcare, Series 6, Life Insurance, Pensions, Retirement, IRAs, Casualty, Microsoft Office, Retirement Planning
Education
Florida Institute of Technology 1988 — 1992
BS, Aviation Management/Flight Technology
TSG Financial, LLC May 2003 - Present
Financial Design Concepts January 1999 - May 2003
New England Financial June 1996 - January 1999
Skills
401k, Healthcare, Series 6, Life Insurance, Pensions, Retirement, IRAs, Casualty, Microsoft Office, Retirement Planning
Education
Florida Institute of Technology 1988 — 1992
BS, Aviation Management/Flight Technology
Nancy Hanright's New England Financial Experience 1990 - 1999
Job Director, Space Management, Boston Medical Center
Industry Hospital & Health Care
Experience
Boston Medical Center (BMC) May 2014 - Present
Boston Medical Center July 2012 - Present
Diversified Project Management September 2009 - July 2012
Bristol Consulting Group May 2008 - September 2009
Massachusetts Eye and Ear Infirmary 2002 - 2007
New England Financial 1990 - 1999
Skills
Project Management, Project Planning, MS Project, Program Management, Contract Management, Budgets, Process Scheduler, Healthcare, Vendor Management, Contract Negotiation, Facilities Management, Strategic Planning, Team Building, Construction Management, Management, Microsoft Office, Space planning, Visio, Submittals, Project Coordination, Procurement, EHR, Healthcare Information..., Process Improvement, Operations Management, Data Analysis, Proposal Writing, Software Documentation
Education
Emmanuel College
Boston Medical Center (BMC) May 2014 - Present
Boston Medical Center July 2012 - Present
Diversified Project Management September 2009 - July 2012
Bristol Consulting Group May 2008 - September 2009
Massachusetts Eye and Ear Infirmary 2002 - 2007
New England Financial 1990 - 1999
Skills
Project Management, Project Planning, MS Project, Program Management, Contract Management, Budgets, Process Scheduler, Healthcare, Vendor Management, Contract Negotiation, Facilities Management, Strategic Planning, Team Building, Construction Management, Management, Microsoft Office, Space planning, Visio, Submittals, Project Coordination, Procurement, EHR, Healthcare Information..., Process Improvement, Operations Management, Data Analysis, Proposal Writing, Software Documentation
Education
Emmanuel College
Elizabeth Brisson's New England Financial Experience 1980 - 2003
Job Sr. Marketing Consultant at MetLife
Industry Insurance
Experience
MetLife February 2002 - Present
New England Financial 1980 - 2003
Skills
Series 6, Life Insurance, Long-term Care, Insurance, Disability Insurance, Public Speaking, Wealth Management, Fixed Annuities, Strategic Communications, Marketing, Mutual Funds, Term Life Insurance, Health Insurance
Education
Eastern Nazarene College 1992 — 1994
BS, Marketing
Sacred Heart University 1978 — 1980
Associate of Arts, Business
MetLife February 2002 - Present
New England Financial 1980 - 2003
Skills
Series 6, Life Insurance, Long-term Care, Insurance, Disability Insurance, Public Speaking, Wealth Management, Fixed Annuities, Strategic Communications, Marketing, Mutual Funds, Term Life Insurance, Health Insurance
Education
Eastern Nazarene College 1992 — 1994
BS, Marketing
Sacred Heart University 1978 — 1980
Associate of Arts, Business
Michael Nutter's New England Financial Experience September 2003 - April 2004
Job Kitchen Designer
Industry Consumer Services
Experience
Lowe's Companies, Inc. 2014 - Present
Citizen Companions LLC January 2011 - Present
Daniel Webster College October 2012 - November 2013
Devcon Security Services July 2011 - October 2011
Sterling Corporation December 2010 - April 2011
Diggins & Rose Moving Systems May 2008 - October 2010
NH Senior Connection 2009 - 2010
McLaughlin Transportation Systems August 2007 - May 2008
New York Life Insurance Company May 2004 - August 2007
New England Financial September 2003 - April 2004
Skills
Human Resources, Employee Relations, Program Management, Real Estate, Team Building, Customer Service, Relocation, Recruiting, Coaching, Leadership, Organizational..., Leadership Development, Marketing, Training, Sales, Employee Training, Interviews, Employee Benefits
Education
Dartmouth College 1971 — 1975
BA, Psychology
Lowe's Companies, Inc. 2014 - Present
Citizen Companions LLC January 2011 - Present
Daniel Webster College October 2012 - November 2013
Devcon Security Services July 2011 - October 2011
Sterling Corporation December 2010 - April 2011
Diggins & Rose Moving Systems May 2008 - October 2010
NH Senior Connection 2009 - 2010
McLaughlin Transportation Systems August 2007 - May 2008
New York Life Insurance Company May 2004 - August 2007
New England Financial September 2003 - April 2004
Skills
Human Resources, Employee Relations, Program Management, Real Estate, Team Building, Customer Service, Relocation, Recruiting, Coaching, Leadership, Organizational..., Leadership Development, Marketing, Training, Sales, Employee Training, Interviews, Employee Benefits
Education
Dartmouth College 1971 — 1975
BA, Psychology
Ron Merriner's New England Financial Experience April 2004 - January 2006
Job broker99@verizon.net
Industry Insurance
Experience
STATE FARM INSURANCE January 2007 - Present
State Farm Insurance January 2007 - Present
New England Financial April 2004 - January 2006
Education
Community College of Allegheny County
STATE FARM INSURANCE January 2007 - Present
State Farm Insurance January 2007 - Present
New England Financial April 2004 - January 2006
Education
Community College of Allegheny County
Sybil Poage's New England Financial Experience February 1998 - October 2000
Job Financial Instutition Broker Dealer
Industry Financial Services
Experience
Sun Trust Banks Inc March 2015 - Present
SunAmerica August 2008 - October 2009
Allianz Life Financial Services 2000 - 2008
New England Financial February 1998 - October 2000
Skills
Fixed Annuities, Employee Benefits
Education
Concordia University-Ann Arbor 1979 — 1984
BA, Biology/Chemistry
Sun Trust Banks Inc March 2015 - Present
SunAmerica August 2008 - October 2009
Allianz Life Financial Services 2000 - 2008
New England Financial February 1998 - October 2000
Skills
Fixed Annuities, Employee Benefits
Education
Concordia University-Ann Arbor 1979 — 1984
BA, Biology/Chemistry
Judith Desrosiers's New England Financial Experience July 2007 - January 2009
Job Director of Finance at Nichols & Pratt, LLP.
Industry Accounting
Experience
Nichols & Pratt, LLP. August 2012 - Present
International School of Boston July 2009 - December 2010
New England Financial July 2007 - January 2009
Retirement Alliance, Inc. October 2006 - July 2007
Atrium Medical November 2005 - June 2006
Amherst Bookkeeping Company 1986 - 2005
Integrated Control Concepts, Inc 1990 - 2000
Skills
Certified QuickBooks..., Certified QuickBooks..., Quickbooks Pro Advisor..., Accounting departments..., Quickbooks, Excel, Word, Oracle, Strong in accounting..., Financial Reporting, Accounting, QuickBooks, Finance
Education
Daniel Webster College 1985 — 1991
BA, Accounting
Daniel Webster College
Nichols & Pratt, LLP. August 2012 - Present
International School of Boston July 2009 - December 2010
New England Financial July 2007 - January 2009
Retirement Alliance, Inc. October 2006 - July 2007
Atrium Medical November 2005 - June 2006
Amherst Bookkeeping Company 1986 - 2005
Integrated Control Concepts, Inc 1990 - 2000
Skills
Certified QuickBooks..., Certified QuickBooks..., Quickbooks Pro Advisor..., Accounting departments..., Quickbooks, Excel, Word, Oracle, Strong in accounting..., Financial Reporting, Accounting, QuickBooks, Finance
Education
Daniel Webster College 1985 — 1991
BA, Accounting
Daniel Webster College
Barbara Ridge's New England Financial Experience 1991 - 1999
Job Vice President at CJP
Industry Nonprofit Organization Management
Experience
Combined Jewish Philanthropies August 2008 - December 2011
MetLife 1999 - 2005
MetLife Auto & Home 1999 - 2005
New England Financial 1991 - 1999
Skills
Organizational..., Non-profits, Coaching, Strategic Planning, Public Speaking
Education
Emmanuel College 1964 — 1968
BA, English Language and Literature, General
University of Leicester
Training and Development
Combined Jewish Philanthropies August 2008 - December 2011
MetLife 1999 - 2005
MetLife Auto & Home 1999 - 2005
New England Financial 1991 - 1999
Skills
Organizational..., Non-profits, Coaching, Strategic Planning, Public Speaking
Education
Emmanuel College 1964 — 1968
BA, English Language and Literature, General
University of Leicester
Training and Development
Mary Trivett's New England Financial Experience April 1996 - April 2001
Job Senior Director, Communications at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments December 2005 - Present
MetLife April 2001 - April 2005
New England Financial April 1996 - April 2001
Skills
Strategic Communications, 401k, Relationship Management, Retirement Planning, Employee Benefits
Education
Cornell University
BS
Fidelity Investments December 2005 - Present
MetLife April 2001 - April 2005
New England Financial April 1996 - April 2001
Skills
Strategic Communications, 401k, Relationship Management, Retirement Planning, Employee Benefits
Education
Cornell University
BS
Janet Sung, CFA's New England Financial Experience March 1983 - March 1985
Job Vice President at Loomis Sayles
Industry Investment Management
Experience
Loomis, Sayles & Company July 2001 - Present
Back Bay Advisors 1985 - 2001
New England Financial March 1983 - March 1985
Prudential Insurance June 1982 - February 1983
Skills
Fixed Income, Credit Analysis, High Yield, Telecommunications, Emerging Markets, Global..., Leveraged Finance, Fixed Income Analysis, Financial Services, Equities, Alternative Investments, Bloomberg, Financial Modeling, Hedge Funds, Valuation, Portfolio Management, Investments, Asset Management
Education
Cornell University 1978 — 1982
Bachelor of Business Administration (B.B.A.), Applied Economics, 3.9
Loomis, Sayles & Company July 2001 - Present
Back Bay Advisors 1985 - 2001
New England Financial March 1983 - March 1985
Prudential Insurance June 1982 - February 1983
Skills
Fixed Income, Credit Analysis, High Yield, Telecommunications, Emerging Markets, Global..., Leveraged Finance, Fixed Income Analysis, Financial Services, Equities, Alternative Investments, Bloomberg, Financial Modeling, Hedge Funds, Valuation, Portfolio Management, Investments, Asset Management
Education
Cornell University 1978 — 1982
Bachelor of Business Administration (B.B.A.), Applied Economics, 3.9
Mitzi A's New England Financial Experience November 1987 - January 1996
Job IT Professional
Industry Information Technology and Services
Experience
Blue Cross Blue Shield of Massachusetts July 2003 - July 2004
Metropolitan Life Insurance Company January 1996 - January 2001
New England Financial November 1987 - January 1996
Education
Curry College 2000 — 2003
Bachelor of Arts, Business Management
Newbury College 1984 — 1986
Associate of Science, Computer Science
Blue Cross Blue Shield of Massachusetts July 2003 - July 2004
Metropolitan Life Insurance Company January 1996 - January 2001
New England Financial November 1987 - January 1996
Education
Curry College 2000 — 2003
Bachelor of Arts, Business Management
Newbury College 1984 — 1986
Associate of Science, Computer Science
Nancy Hamel's New England Financial Experience January 1993 - November 1999
Job Sr. Global Category Manager, Professional Services at PAREXEL
Industry Logistics and Supply Chain
Experience
Manulife Financial November 1999 - April 2013
New England Financial January 1993 - November 1999
Epicurean Expressions March 1986 - December 1992
Skills
•Leadership and..., •Project management, •Financial analysis, •Contract management, •Negotiation, •Supplier relationship..., •Policy development, •Business process..., •Process improvement, •Program management, •Operational efficiency, •Customer & partner..., •Risk management, Strategic Sourcing, Supplier Diversity, Supply Management, Vendor Management, Procurement, Six Sigma, Cross-functional Team..., Process Improvement, Sourcing, Business Process..., Program Management, Project Management, Product Development, Process Engineering, Supply Chain, Business Process, PMP, Strategy, Outsourcing, Change Management, Purchasing, ERP, Global Sourcing, Negotiation, Project Planning, Management, Supply Chain Management, Contract Management, Risk Management, Contract Negotiation, CRM, Business Analysis, Logistics, RFP, Analysis, Marketing, Operations Management
Education
Drexel University
Bachelor of Science (B.S.), Human Behavior and Development; Nutrition Education, 3.95
Manulife Financial November 1999 - April 2013
New England Financial January 1993 - November 1999
Epicurean Expressions March 1986 - December 1992
Skills
•Leadership and..., •Project management, •Financial analysis, •Contract management, •Negotiation, •Supplier relationship..., •Policy development, •Business process..., •Process improvement, •Program management, •Operational efficiency, •Customer & partner..., •Risk management, Strategic Sourcing, Supplier Diversity, Supply Management, Vendor Management, Procurement, Six Sigma, Cross-functional Team..., Process Improvement, Sourcing, Business Process..., Program Management, Project Management, Product Development, Process Engineering, Supply Chain, Business Process, PMP, Strategy, Outsourcing, Change Management, Purchasing, ERP, Global Sourcing, Negotiation, Project Planning, Management, Supply Chain Management, Contract Management, Risk Management, Contract Negotiation, CRM, Business Analysis, Logistics, RFP, Analysis, Marketing, Operations Management
Education
Drexel University
Bachelor of Science (B.S.), Human Behavior and Development; Nutrition Education, 3.95
Katherine Rubino's New England Financial Experience 1999 - 2001
Job Director, Direct Marketing
Industry Fund-Raising
Experience
The Childrens Hospital of Philadelphia March 2006 - Present
University of Pennsylvania 2004 - 2006
John Hancock Life Insurance Company (U.S.A.) 2002 - 2003
New England Financial 1999 - 2001
Allyn & Bacon 1997 - 1999
Skills
Annual Giving, Fundraising
Education
Emerson College
B.S., Mass Communications
The Childrens Hospital of Philadelphia March 2006 - Present
University of Pennsylvania 2004 - 2006
John Hancock Life Insurance Company (U.S.A.) 2002 - 2003
New England Financial 1999 - 2001
Allyn & Bacon 1997 - 1999
Skills
Annual Giving, Fundraising
Education
Emerson College
B.S., Mass Communications
Bruce J. Gluck's New England Financial Experience 2008 - December 2009
Job Retirement Strategies, LLC/ On Target College Planning
Industry Financial Services
Experience
Retirement Strategies, LLC January 2010 - Present
Creative Financial Group/Metlife January 2007 - January 2010
New England Financial 2008 - December 2009
Creative Financial Group of NJ January 2007 - December 2009
Arnold's Bread June 2004 - November 2007
First Choice Pharmaceutical Services November 1995 - November 2000
Skills
Long Term Care, Retirement, Funding, Budgeting, Disability Insurance, Retirement Planning, Annuities, Estate Planning, Insurance, Financial Planning, Fixed Annuities, Long-term Care, Life Insurance, Financial Planners, Whole Life, Investment Strategies, Universal Life, Financial Services, Small Business, Financial Goals, Buy-sell Agreements, Mortgage Lending, College Savings Plans, Series 6, Income, Savings, Variable Annuities, Succession Planning, Term Life Insurance, Strategic Financial..., Budgets, Employee Benefits, Finance, Wealth, Financial Advisory, Leadership, Long Term Care Insurance, 401k, Mutual Funds, Roth IRA, Wealth Management, Investment Advisory, Wealth Accumulation, IRAs, Investments, Asset Allocation, Critical Illness
Education
County College of Morris 1988 — 2000
2 yr, Business
Livingston High School 1984 — 1988
Retirement Strategies, LLC January 2010 - Present
Creative Financial Group/Metlife January 2007 - January 2010
New England Financial 2008 - December 2009
Creative Financial Group of NJ January 2007 - December 2009
Arnold's Bread June 2004 - November 2007
First Choice Pharmaceutical Services November 1995 - November 2000
Skills
Long Term Care, Retirement, Funding, Budgeting, Disability Insurance, Retirement Planning, Annuities, Estate Planning, Insurance, Financial Planning, Fixed Annuities, Long-term Care, Life Insurance, Financial Planners, Whole Life, Investment Strategies, Universal Life, Financial Services, Small Business, Financial Goals, Buy-sell Agreements, Mortgage Lending, College Savings Plans, Series 6, Income, Savings, Variable Annuities, Succession Planning, Term Life Insurance, Strategic Financial..., Budgets, Employee Benefits, Finance, Wealth, Financial Advisory, Leadership, Long Term Care Insurance, 401k, Mutual Funds, Roth IRA, Wealth Management, Investment Advisory, Wealth Accumulation, IRAs, Investments, Asset Allocation, Critical Illness
Education
County College of Morris 1988 — 2000
2 yr, Business
Livingston High School 1984 — 1988
Lindsay Van Duinen's New England Financial Experience April 2003 - April 2004
Job Realtor at RE/MAX of Grand Rapids
Industry Real Estate
Experience
Remax of Grand Rapids April 2004 - Present
Smith Diamond Realty 2008 - 2008
New England Financial April 2003 - April 2004
Education
Cornerstone University 1999 — 2003
Business, maketing
Remax of Grand Rapids April 2004 - Present
Smith Diamond Realty 2008 - 2008
New England Financial April 2003 - April 2004
Education
Cornerstone University 1999 — 2003
Business, maketing
Anthony Paterno's New England Financial Experience March 1996 - April 1998
Job Computer Software Professional
Industry Computer Software
Experience
NDS Surgical Imaging, LLC July 2002 - July 2009
DOME imaging systems 1999 - 2002
Winsbrook Software April 1998 - September 1999
New England Financial March 1996 - April 1998
Sonalysts Inc July 1993 - January 1996
Education
Eastern Connecticut State University
B.S, Computer Science
NDS Surgical Imaging, LLC July 2002 - July 2009
DOME imaging systems 1999 - 2002
Winsbrook Software April 1998 - September 1999
New England Financial March 1996 - April 1998
Sonalysts Inc July 1993 - January 1996
Education
Eastern Connecticut State University
B.S, Computer Science
Mary Lee Bateman's New England Financial Experience July 1985 - November 2000
Job Correctional Addictions Therapist at Larimer County Community Corrections
Industry Human Resources
Experience
Larimer County Community Corrections February 2015 - Present
Larimer County May 2010 - Present
Nita Crisp Crackers March 2006 - June 2009
New England Financial July 1985 - November 2000
Skills
Public Speaking, Interviewing, Employee Relations, Organizational..., Human Capital Management, Employee Benefits, Employee Management, Career Counseling, Personnel Management, Interviews, Conflict Resolution, Management, Leadership Development, Human Resources, Case Managment, Leadership, Training, Resume Writing, New Hire Orientations, Case Management
Education
Colorado Christian University 2010 — 2015
Masters of Arts, Counseling, 3.9
Colorado Christian University 2006 — 2010
Bachelor's Degree, Organizational Management-Human Resources, 3.9
Indiana University Bloomington
Larimer County Community Corrections February 2015 - Present
Larimer County May 2010 - Present
Nita Crisp Crackers March 2006 - June 2009
New England Financial July 1985 - November 2000
Skills
Public Speaking, Interviewing, Employee Relations, Organizational..., Human Capital Management, Employee Benefits, Employee Management, Career Counseling, Personnel Management, Interviews, Conflict Resolution, Management, Leadership Development, Human Resources, Case Managment, Leadership, Training, Resume Writing, New Hire Orientations, Case Management
Education
Colorado Christian University 2010 — 2015
Masters of Arts, Counseling, 3.9
Colorado Christian University 2006 — 2010
Bachelor's Degree, Organizational Management-Human Resources, 3.9
Indiana University Bloomington
Darius Lee's New England Financial Experience April 1999 - September 2002
Job Helping others achieve their dreams..
Industry Real Estate
Experience
Hewlett-Packard February 2012 - Present
Point of Care Medical April 2010 - January 2012
DLA Commercial April 2005 - April 2010
Alpha One Homes May 2002 - April 2005
New England Financial April 1999 - September 2002
Skills
Business Development, Allergy, Finance, Real Estate, Mergers & Acquisitions
Education
Florida Atlantic University 1995 — 1996
Florida Agricultural and Mechanical University 1989 — 1994
BS
Hewlett-Packard February 2012 - Present
Point of Care Medical April 2010 - January 2012
DLA Commercial April 2005 - April 2010
Alpha One Homes May 2002 - April 2005
New England Financial April 1999 - September 2002
Skills
Business Development, Allergy, Finance, Real Estate, Mergers & Acquisitions
Education
Florida Atlantic University 1995 — 1996
Florida Agricultural and Mechanical University 1989 — 1994
BS
Mark L. Abbott, AIF, ARPC's New England Financial Experience January 1993 - October 2001
Job Partner / Pension Consultant at Firmani Retirement Services & Consulting Group, LLC
Industry Financial Services
Experience
Firmani Retirement Services & Consulting Group, LLC February 2014 - Present
Transamerica October 2001 - February 2014
New England Financial January 1993 - October 2001
Skills
401k, Retirement, Mutual Funds, Retirement Planning, Pensions, Investments
Education
Fitchburg State University
Bachelor of Science (B.S.), Economics
Firmani Retirement Services & Consulting Group, LLC February 2014 - Present
Transamerica October 2001 - February 2014
New England Financial January 1993 - October 2001
Skills
401k, Retirement, Mutual Funds, Retirement Planning, Pensions, Investments
Education
Fitchburg State University
Bachelor of Science (B.S.), Economics
Carolyn MacLennan's New England Financial Experience 1982 - 2002
Job Facilities Coordinator at McLean Hospital
Industry Mental Health Care
Experience
McLean Hospital April 2003 - Present
New England Financial 1982 - 2002
Skills
Process Improvement, Invoicing, Account Management, Data Entry, Team Building, Microsoft Office, PowerPoint, Accounts Receivable, Research, Teaching, Management, Change Management, Business Analysis, Program Management, Strategic Planning, Business Process..., Onboarding, Budgets, Customer Service, Project Management, Mental Health, Event Planning, Data Analysis, Community Outreach, Administration, Software Documentation, Microsoft Excel, Microsoft Word, Supervisory Skills, Cross-functional Team..., Public Speaking, Product Management, Vendor Management, Leadership Development, Nonprofits, Operations Management
Education
Northeastern University 2003 — 2003
Certificate, Paralegal
Ferris State University 1976 — 1978
Ferris State University 1975 — 1978
B.S., Business Management
McLean Hospital April 2003 - Present
New England Financial 1982 - 2002
Skills
Process Improvement, Invoicing, Account Management, Data Entry, Team Building, Microsoft Office, PowerPoint, Accounts Receivable, Research, Teaching, Management, Change Management, Business Analysis, Program Management, Strategic Planning, Business Process..., Onboarding, Budgets, Customer Service, Project Management, Mental Health, Event Planning, Data Analysis, Community Outreach, Administration, Software Documentation, Microsoft Excel, Microsoft Word, Supervisory Skills, Cross-functional Team..., Public Speaking, Product Management, Vendor Management, Leadership Development, Nonprofits, Operations Management
Education
Northeastern University 2003 — 2003
Certificate, Paralegal
Ferris State University 1976 — 1978
Ferris State University 1975 — 1978
B.S., Business Management
Brian Fredericks's New England Financial Experience 2002 - 2006
Job Partner at Meridian Risk Management Inc.
Industry Insurance
Experience
Meridian Risk Management Inc. 2008 - Present
Principal Financial Group 2006 - 2009
New England Financial 2002 - 2006
Education
Colorado State University 1978 — 1983
Bachelors, Economics/Business
Meridian Risk Management Inc. 2008 - Present
Principal Financial Group 2006 - 2009
New England Financial 2002 - 2006
Education
Colorado State University 1978 — 1983
Bachelors, Economics/Business
Katie Behrens's New England Financial Experience 2004 - 2009
Job Financal Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2009 - Present
New England Financial 2004 - 2009
AXA / Mony Group 2002 - 2004
Solomon, Smith, Barney 2000 - 2002
Millennium Financial Group 1998 - 2000
Education
Columbia University - Columbia Business School
Executive Education
Fordham University
Ph.D
New York University
MA
New York University
BA
AXA Advisors 2009 - Present
New England Financial 2004 - 2009
AXA / Mony Group 2002 - 2004
Solomon, Smith, Barney 2000 - 2002
Millennium Financial Group 1998 - 2000
Education
Columbia University - Columbia Business School
Executive Education
Fordham University
Ph.D
New York University
MA
New York University
BA
Eartha M. Graham, PMP's New England Financial Experience 1999 - 2001
Job Experienced Program Manager/Professional Trainer
Industry Information Technology and Services
Experience
Neighborhood Housing Services of South Florida March 2010 - February 2011
Eileen Claman Inc. June 2007 - January 2010
Fidelity Investments 2001 - 2005
New England Financial 1999 - 2001
Evergreen Investments 1997 - 1999
State Street 1994 - 1997
State Street 1992 - 1994
State Street 1989 - 1992
Skills
Scope Management, Communications..., SDLC, Quality Assurance, Project Management, Team Building, Six Sigma, Leadership, MS Project, Business Analysis
Education
Wentworth Institute of Technology 2012 — 2013
Bachelors, Computer Science
Florida Atlantic University 2011 — 2011
Certificate, Lean Six Sigma
Boston University Corporate Education Center 2004 — 2004
Certificate, Project Management
Neighborhood Housing Services of South Florida March 2010 - February 2011
Eileen Claman Inc. June 2007 - January 2010
Fidelity Investments 2001 - 2005
New England Financial 1999 - 2001
Evergreen Investments 1997 - 1999
State Street 1994 - 1997
State Street 1992 - 1994
State Street 1989 - 1992
Skills
Scope Management, Communications..., SDLC, Quality Assurance, Project Management, Team Building, Six Sigma, Leadership, MS Project, Business Analysis
Education
Wentworth Institute of Technology 2012 — 2013
Bachelors, Computer Science
Florida Atlantic University 2011 — 2011
Certificate, Lean Six Sigma
Boston University Corporate Education Center 2004 — 2004
Certificate, Project Management
Bob Hornberger's New England Financial Experience March 2002 - December 2005
Job Assistant Vice President, Business Banker at PNC Bank
Industry Banking
Experience
PNC September 2011 - Present
PA National Guard 2006 - Present
PNC September 2008 - September 2011
New England Financial March 2002 - December 2005
Skills
Commercial Lending, Loans, Mortgage Lending, Credit, Underwriting, Small Business Lending, Banking, Series 6, Consumer Lending, SBA, Series 63, Commercial Banking, Credit Analysis, Lines Of Credit, Loan Origination, Merchant Services, Refinance, Portfolio Management, Mortgage Banking, Strategic Financial..., Financial Analysis, Commercial Mortgages, Cross Selling, Relationship Management, Investments, Retail Banking, Small Business, Risk Management, Cash Flow, Deposits, Construction Loans, Branch Management, Treasury Management, Cash Management, IRAs, Asset Based Lending, Finance, Credit Risk
Education
DeSales University 2007 — 2010
MBA, Finance/E Commerce
Kutztown University of Pennsylvania 1987 — 1989
Bachelor of Science, Finance and Management
PNC September 2011 - Present
PA National Guard 2006 - Present
PNC September 2008 - September 2011
New England Financial March 2002 - December 2005
Skills
Commercial Lending, Loans, Mortgage Lending, Credit, Underwriting, Small Business Lending, Banking, Series 6, Consumer Lending, SBA, Series 63, Commercial Banking, Credit Analysis, Lines Of Credit, Loan Origination, Merchant Services, Refinance, Portfolio Management, Mortgage Banking, Strategic Financial..., Financial Analysis, Commercial Mortgages, Cross Selling, Relationship Management, Investments, Retail Banking, Small Business, Risk Management, Cash Flow, Deposits, Construction Loans, Branch Management, Treasury Management, Cash Management, IRAs, Asset Based Lending, Finance, Credit Risk
Education
DeSales University 2007 — 2010
MBA, Finance/E Commerce
Kutztown University of Pennsylvania 1987 — 1989
Bachelor of Science, Finance and Management
Diane Daminski's New England Financial Experience 2000 - 2007
Job Director of Operations at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group 2007 - Present
New England Financial 2000 - 2007
John Hancock Life Insurance Company (U.S.A.) 1990 - 2000
Skills
Series 24, Series 7, Series 6, Series 65, Series 63, American Sign Language, NYS Life / Health..., Annuities, Insurance, Retirement Planning, IRA's, Retirement, Mutual Funds, Securities, Long Term Care, Disability Insurance, Investments, Wealth Management, FINRA, Insurance Planning, Health, Asset Management, Compliance, Customer Service, Microsoft Office, Financial Analysis, Supervisory Skills, Life Insurance, Fixed Annuities
Education
Deaf Adult Services 2011 — 2014
Sign Language Interpreter Training Program
Erie Community College
AS, Business Administration
Certified Financial Planner Board of Standards 1996 — 1998
Study of Financial Planning
The American College 1989 — 1993
CLU, ChFC, Chartered Life Underwriter / Chartered Financial Consultant
LOMA - Life Office Management Association 1979 — 1984
FLMI, Financial Services Operations
MassMutual Financial Group 2007 - Present
New England Financial 2000 - 2007
John Hancock Life Insurance Company (U.S.A.) 1990 - 2000
Skills
Series 24, Series 7, Series 6, Series 65, Series 63, American Sign Language, NYS Life / Health..., Annuities, Insurance, Retirement Planning, IRA's, Retirement, Mutual Funds, Securities, Long Term Care, Disability Insurance, Investments, Wealth Management, FINRA, Insurance Planning, Health, Asset Management, Compliance, Customer Service, Microsoft Office, Financial Analysis, Supervisory Skills, Life Insurance, Fixed Annuities
Education
Deaf Adult Services 2011 — 2014
Sign Language Interpreter Training Program
Erie Community College
AS, Business Administration
Certified Financial Planner Board of Standards 1996 — 1998
Study of Financial Planning
The American College 1989 — 1993
CLU, ChFC, Chartered Life Underwriter / Chartered Financial Consultant
LOMA - Life Office Management Association 1979 — 1984
FLMI, Financial Services Operations
Raquel Konopacki's New England Financial Experience December 1999 - March 2002
Job Dental Sales Executive at BCBSIL
Industry Insurance
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas March 2014 - Present
Dearborn National April 2012 - March 2014
Delta Dental of Illinois April 2002 - March 2012
New England Financial December 1999 - March 2002
Standard Register January 1999 - June 1999
Skills
Employee Benefits, Disability Insurance, Account Management, Claim, Life Insurance, Sales Presentations, Term Life Insurance, Teamwork, Insurance, Health Insurance, Self-funded
Education
Northern Illinois University 1995 — 1998
Bachelor of Science, Biological Sciences
Elgin Community College 1992 — 1995
Associate in Science, Science
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas March 2014 - Present
Dearborn National April 2012 - March 2014
Delta Dental of Illinois April 2002 - March 2012
New England Financial December 1999 - March 2002
Standard Register January 1999 - June 1999
Skills
Employee Benefits, Disability Insurance, Account Management, Claim, Life Insurance, Sales Presentations, Term Life Insurance, Teamwork, Insurance, Health Insurance, Self-funded
Education
Northern Illinois University 1995 — 1998
Bachelor of Science, Biological Sciences
Elgin Community College 1992 — 1995
Associate in Science, Science
Laine Peart's New England Financial Experience 1987 - 1998
Job President and CEO at Comfort Essentials
Industry Hospitality
Experience
Comfort Essentials October 2009 - Present
New England Financial 1987 - 1998
Education
Eastern Nazarene College 2004 — 2009
Bachelor's degree, Business Administration and Management, General
Comfort Essentials October 2009 - Present
New England Financial 1987 - 1998
Education
Eastern Nazarene College 2004 — 2009
Bachelor's degree, Business Administration and Management, General
Pam Giannette's New England Financial Experience February 2012 - Present
Job Registered Representative, New England Securities
Industry Facilities Services
Experience
New England Financial February 2012 - Present
State Farm Insurance August 2002 - January 2012
Waddell & Reed February 2001 - July 2002
Skills
Team Management, Training & Development, Insurance, Investments, Business Planning
Education
Fordham University 1978 — 1983
Bachelor of Arts (BA), English/Language Arts Teacher Education
Fairfield University
Master of Arts (MA), Education
New England Financial February 2012 - Present
State Farm Insurance August 2002 - January 2012
Waddell & Reed February 2001 - July 2002
Skills
Team Management, Training & Development, Insurance, Investments, Business Planning
Education
Fordham University 1978 — 1983
Bachelor of Arts (BA), English/Language Arts Teacher Education
Fairfield University
Master of Arts (MA), Education
Jennifer Fakhoury's New England Financial Experience June 2011 - Present
Job Intern at New England Financial
Industry Financial Services
Experience
New England Financial June 2011 - Present
KJF Properties March 2010 - Present
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Tenant Pro
Education
DePaul University 2008 — 2012
Finance, General
New England Financial June 2011 - Present
KJF Properties March 2010 - Present
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Tenant Pro
Education
DePaul University 2008 — 2012
Finance, General
Bob Yost's New England Financial Experience January 2000 - January 2003
Job Financial Planner
Industry Financial Services
Experience
Self-employed January 2001 - Present
New England Financial January 2000 - January 2003
Prudential Financial May 1990 - December 1999
Skills
CLU, ChFC, CLF, CASL, Project Planning, Wealth Management, Portfolio Management, Mutual Funds, Asset Allocation, Investment Advisory, Investments, Long Term Care Insurance, Long-term Care, 401k Rollovers, High Net Worth..., IRAs, Term Life Insurance, Savings, Inheritance Tax Planning, College Savings Plans, Saving for Education, Roth IRA
Education
Fairmont State University 1982 — 1984
Bachelor's degree, Business Administration and Management, General
Essex Community College 1981 — 1982
Associate of Arts (AA), Business Administration and Management, General
Self-employed January 2001 - Present
New England Financial January 2000 - January 2003
Prudential Financial May 1990 - December 1999
Skills
CLU, ChFC, CLF, CASL, Project Planning, Wealth Management, Portfolio Management, Mutual Funds, Asset Allocation, Investment Advisory, Investments, Long Term Care Insurance, Long-term Care, 401k Rollovers, High Net Worth..., IRAs, Term Life Insurance, Savings, Inheritance Tax Planning, College Savings Plans, Saving for Education, Roth IRA
Education
Fairmont State University 1982 — 1984
Bachelor's degree, Business Administration and Management, General
Essex Community College 1981 — 1982
Associate of Arts (AA), Business Administration and Management, General
Joe Krall's New England Financial Experience October 2005 - April 2006
Job Merchandiser at Kentucky Eagle, Inc.
Industry Financial Services
Experience
Kentucky Eagle, Inc. January 2013 - Present
Canton Softball Center 2001 - Present
Ann Arbor Parks and Recreation April 2001 - October 2012
New England Financial October 2005 - April 2006
Farm Bureau Insurance April 2005 - October 2005
Skills
Microsoft Word, Microsoft Excel, PowerPoint
Education
Walsh College of Accountancy and Business Administration 2007 — 2009
Accounting and Finance, 3.5
Eastern Michigan University 2000 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General, 3.0
Kentucky Eagle, Inc. January 2013 - Present
Canton Softball Center 2001 - Present
Ann Arbor Parks and Recreation April 2001 - October 2012
New England Financial October 2005 - April 2006
Farm Bureau Insurance April 2005 - October 2005
Skills
Microsoft Word, Microsoft Excel, PowerPoint
Education
Walsh College of Accountancy and Business Administration 2007 — 2009
Accounting and Finance, 3.5
Eastern Michigan University 2000 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General, 3.0
Brian Fredericks's New England Financial Experience 2003 - 2005
Job Life/Property Casualty Insurance Advisor at Vero Insurance
Industry Insurance
Experience
Vero Insurance February 2011 - Present
Vero Insurance 2011 - Present
Meridian Risk Management 2008 - 2010
Principal Financial Group 2006 - 2008
New England Financial 2003 - 2005
Target Investors 2000 - 2003
American Skandia 1997 - 2000
Skills
Life Insurance, Special Needs Planning, Commercial Insurance, Business Buy/Sell Plans, Key Man Insurance, Property & Casualty..., Flood Insurance, Long Term Disability..., Liability, Risk Assessment, Employee Benefits, Workers Compensation, D&O, Claims Management, General Insurance, Insurance, Risk Management
Education
Colorado State University
Bachelor's Degree
Darien High School
Vero Insurance February 2011 - Present
Vero Insurance 2011 - Present
Meridian Risk Management 2008 - 2010
Principal Financial Group 2006 - 2008
New England Financial 2003 - 2005
Target Investors 2000 - 2003
American Skandia 1997 - 2000
Skills
Life Insurance, Special Needs Planning, Commercial Insurance, Business Buy/Sell Plans, Key Man Insurance, Property & Casualty..., Flood Insurance, Long Term Disability..., Liability, Risk Assessment, Employee Benefits, Workers Compensation, D&O, Claims Management, General Insurance, Insurance, Risk Management
Education
Colorado State University
Bachelor's Degree
Darien High School
Victor Powell's New England Financial Experience 1987 - 1989
Job Adjunct Professor at North Carolina Central University
Industry Insurance
Experience
Insurance Educators October 1999 - Present
North Carolina Central University 1994 - Present
Cigna 1997 - 1999
Parsons - Department of Energy, NETL, Morgantown, WV 1995 - 1997
North Carolina A&T State University 1993 - 1996
Florida A&M University 1991 - 1993
New England Financial 1987 - 1989
Skills
Analysis, Statistics, Training, Risk Management, Program Management, Management, Research, Finance, SAS, Statistical Modeling, Insurance, Quality Assurance, Quantitative Analytics, Investments, Teaching
Education
Duke University 1994 — 1996
Institute of Statistics and Decision Sciences
Florida State University 1991 — 1993
Risk Management & Insurance
Georgia State University 1989 — 1991
Master of Science (M.S.), Risk Management & Insurance
Howard University 1983 — 1987
Bachelor of Business Administration (B.B.A.), Risk Management & Insurance with Actuarial Science concentration
Baltimore Polytechnic Institute 1979 — 1983
A-Course, Engineering
Insurance Educators October 1999 - Present
North Carolina Central University 1994 - Present
Cigna 1997 - 1999
Parsons - Department of Energy, NETL, Morgantown, WV 1995 - 1997
North Carolina A&T State University 1993 - 1996
Florida A&M University 1991 - 1993
New England Financial 1987 - 1989
Skills
Analysis, Statistics, Training, Risk Management, Program Management, Management, Research, Finance, SAS, Statistical Modeling, Insurance, Quality Assurance, Quantitative Analytics, Investments, Teaching
Education
Duke University 1994 — 1996
Institute of Statistics and Decision Sciences
Florida State University 1991 — 1993
Risk Management & Insurance
Georgia State University 1989 — 1991
Master of Science (M.S.), Risk Management & Insurance
Howard University 1983 — 1987
Bachelor of Business Administration (B.B.A.), Risk Management & Insurance with Actuarial Science concentration
Baltimore Polytechnic Institute 1979 — 1983
A-Course, Engineering
Jose Behar's New England Financial Experience April 2009 - October 2012
Job Senior Managing Director at LINQ Financial Group
Industry Financial Services
Experience
LINQ Financial Group October 2012 - Present
New England Financial April 2009 - October 2012
Securities Service Network, Inc. June 2006 - April 2009
Education
Florida International University 1992 — 1996
Miami Dade College 1990 — 1992
LINQ Financial Group October 2012 - Present
New England Financial April 2009 - October 2012
Securities Service Network, Inc. June 2006 - April 2009
Education
Florida International University 1992 — 1996
Miami Dade College 1990 — 1992
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO