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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New England Financial Employees
Employee
Years
Job
Industry
Joyce Sealine Joyce Sealine's New England Financial Experience 1980 - 2009
Job Managing Principal at First Point Financial
Industry Financial Services
Experience
First Point Financial April 2010 - Present
Thinking from the heart 2000 - 2011
New England Financial 1980 - 2009
Education
Iowa State University 1972 — 1976
Education
University of Iowa
First Point Financial April 2010 - Present
Thinking from the heart 2000 - 2011
New England Financial 1980 - 2009
Education
Iowa State University 1972 — 1976
Education
University of Iowa
Heather Kinder Heather Kinder's New England Financial Experience October 2006 - July 2008
Job Account Manager at NetEffect, Las Vegas
Industry Information Technology and Services
Experience
NetEffect, Las Vegas September 2015 - Present
The Salvation Army Southern Nevada March 2015 - Present
SEN Technologies January 2014 - September 2015
WestPac Wealth Partners - Wealth Strategy Partners November 2012 - January 2014
MassMutual Financial Group January 2010 - October 2011
New England Financial October 2006 - July 2008
The Guardian Life Insurance Company of America July 1993 - June 2006
Skills
Marketing, Sales Management, Sales, Building Relationships, Relationship Marketing, Management, Marketing Strategy, New Business Development, Entrepreneurship, Sales Operations, Finance, Customer Service, Business Development, Real Estate, Time Management, Cloud Computing, Strategy, Strategic Planning, Leadership, Strategic Partnerships, Health Insurance, Personal Financial..., Social Media Marketing, Small Business, General Instructor
Education
Houston Baptist University 1993 — 1998
Bachelor of Business Administration (BBA), Finance, General
NetEffect, Las Vegas September 2015 - Present
The Salvation Army Southern Nevada March 2015 - Present
SEN Technologies January 2014 - September 2015
WestPac Wealth Partners - Wealth Strategy Partners November 2012 - January 2014
MassMutual Financial Group January 2010 - October 2011
New England Financial October 2006 - July 2008
The Guardian Life Insurance Company of America July 1993 - June 2006
Skills
Marketing, Sales Management, Sales, Building Relationships, Relationship Marketing, Management, Marketing Strategy, New Business Development, Entrepreneurship, Sales Operations, Finance, Customer Service, Business Development, Real Estate, Time Management, Cloud Computing, Strategy, Strategic Planning, Leadership, Strategic Partnerships, Health Insurance, Personal Financial..., Social Media Marketing, Small Business, General Instructor
Education
Houston Baptist University 1993 — 1998
Bachelor of Business Administration (BBA), Finance, General
Chad Dixon, CIA, MBA's New England Financial Experience May 1997 - July 1999
Job Director, Internal Audit & Controls at Unitil Service Corp.
Industry Utilities
Experience
Unitil Service Corp. May 2000 - Present
Osram Sylvania July 1999 - May 2000
New England Financial May 1997 - July 1999
Skills
Internal Audit, Internal Controls, Compliance, Corporate Governance, Audit Committee, Risk Management, Process Improvement, Regulatory Requirements, Technical Writing, Energy, Natural Gas, Microsoft Excel, Financial Reporting, Certified Internal..., Mergers & Acquisitions, Risk Assessment, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
Franklin Pierce College
Master of Business Administration (M.B.A.)
University of Maine at Presque Isle
Bachelor of Arts (B.A.), Accounting
Unitil Service Corp. May 2000 - Present
Osram Sylvania July 1999 - May 2000
New England Financial May 1997 - July 1999
Skills
Internal Audit, Internal Controls, Compliance, Corporate Governance, Audit Committee, Risk Management, Process Improvement, Regulatory Requirements, Technical Writing, Energy, Natural Gas, Microsoft Excel, Financial Reporting, Certified Internal..., Mergers & Acquisitions, Risk Assessment, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
Franklin Pierce College
Master of Business Administration (M.B.A.)
University of Maine at Presque Isle
Bachelor of Arts (B.A.), Accounting
Bilal Chebbani's New England Financial Experience March 2012 - July 2014
Job Senior Financial Services Representative/Registered Banker at Flagstar Bank
Industry Financial Services
Experience
Flagstar Bank July 2014 - Present
New England Financial March 2012 - July 2014
Northwestern Mutual October 2011 - January 2012
Michigan Department of Human Services November 2010 - October 2011
United States Census Bureau January 2009 - October 2010
OMNEX Accounting and Tax Services August 2005 - January 2009
Art Van Furniture September 2004 - July 2005
Colony Mortgage October 2003 - September 2004
Skills
Mutual Funds, Income Protection, Customer Service, Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word
Education
Walsh College of Accountancy and Business Administration 2011 — 2014
Masters Degree of Science in Finance, Finance
Wayne State University 2005 — 2008
BBA, Finance
Fordson High School 1998 — 2002
High School Diploma, General Studies
Henry Ford Community College
Maples Elementary
Flagstar Bank July 2014 - Present
New England Financial March 2012 - July 2014
Northwestern Mutual October 2011 - January 2012
Michigan Department of Human Services November 2010 - October 2011
United States Census Bureau January 2009 - October 2010
OMNEX Accounting and Tax Services August 2005 - January 2009
Art Van Furniture September 2004 - July 2005
Colony Mortgage October 2003 - September 2004
Skills
Mutual Funds, Income Protection, Customer Service, Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word
Education
Walsh College of Accountancy and Business Administration 2011 — 2014
Masters Degree of Science in Finance, Finance
Wayne State University 2005 — 2008
BBA, Finance
Fordson High School 1998 — 2002
High School Diploma, General Studies
Henry Ford Community College
Maples Elementary
Kurt Devries Kurt Devries's New England Financial Experience 1997 - 2000
Job Legacy Advisor, LLC Insurance & Business Succession Planning
Industry Insurance
Experience
Legacy Advisor, LLC January 2009 - Present
KeyBank 2000 - 2009
New England Financial 1997 - 2000
Skills
Insurance, Sales, Microsoft Office, Management, Strategic Planning, Microsoft Excel, Marketing, Leadership, Retirement Planning
Education
Gonzaga University School of Law 1991 — 1994
Doctor of Law (J.D.), International Business/Trade/Commerce
Gonzaga University 1990 — 1991
Political Science and Government
Legacy Advisor, LLC January 2009 - Present
KeyBank 2000 - 2009
New England Financial 1997 - 2000
Skills
Insurance, Sales, Microsoft Office, Management, Strategic Planning, Microsoft Excel, Marketing, Leadership, Retirement Planning
Education
Gonzaga University School of Law 1991 — 1994
Doctor of Law (J.D.), International Business/Trade/Commerce
Gonzaga University 1990 — 1991
Political Science and Government
Ken Handy Ken Handy's New England Financial Experience 2009 - 2011
Job Regional Vice President & Retirement Planning Specialist at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2011 - Present
New England Financial 2009 - 2011
Ameriprise Financial Services, Inc. 2007 - 2009
Skills
Retirement Planning, Strategic Financial..., Asset Allocation, Wealth Management, Retirement, Risk Management, Personalized Managed..., Talent Management, Financial Recruiting, Financial Analysis, Insurance Planning, Registered Investment..., Comprehensive Wealth..., Estate Planning, Exit Strategies, Business Succession, Wealth Preservation, Wealth Building, Financial Structuring, Leadership Development, Distribution Strategies, Pension Maximization
Education
University of Maryland College Park 1999 — 2001
Bachelor's of Arts, Economics
Harvard University 2014 — 2014
AXA Institute 2014
University of Pennsylvania - The Wharton School 2014 — 2014
Retirement Planning Specialist
Limestone College 1997 — 1999
Economics
South River High School 1993 — 1997
High School
AXA Advisors April 2011 - Present
New England Financial 2009 - 2011
Ameriprise Financial Services, Inc. 2007 - 2009
Skills
Retirement Planning, Strategic Financial..., Asset Allocation, Wealth Management, Retirement, Risk Management, Personalized Managed..., Talent Management, Financial Recruiting, Financial Analysis, Insurance Planning, Registered Investment..., Comprehensive Wealth..., Estate Planning, Exit Strategies, Business Succession, Wealth Preservation, Wealth Building, Financial Structuring, Leadership Development, Distribution Strategies, Pension Maximization
Education
University of Maryland College Park 1999 — 2001
Bachelor's of Arts, Economics
Harvard University 2014 — 2014
AXA Institute 2014
University of Pennsylvania - The Wharton School 2014 — 2014
Retirement Planning Specialist
Limestone College 1997 — 1999
Economics
South River High School 1993 — 1997
High School
Perry Trafman Perry Trafman's New England Financial Experience 2004 - 2006
Job Account Executive at NCH Marketing Services
Industry Marketing and Advertising
Experience
NCH Marketing Services January 2015 - Present
NCH Marketing Services July 2013 - December 2014
Berry Cutler Hosiery 2006 - May 2013
New England Financial 2004 - 2006
Skills
Advertising, Account Management, Business Strategy, Business Planning, Online Marketing, Market Research, Product Marketing, Customer Relations, Trade Shows, Inventory Management, New Business Development, Product Development, Vendor Management, Wholesale Sales, Website Development, Customer Service, Selling, Wholesale, Retail, Brand Development, Sales, Marketing Strategy
Education
Illinois State University 2002 — 2006
B.S., Marketing, Advertising, Business Management
NCH Marketing Services January 2015 - Present
NCH Marketing Services July 2013 - December 2014
Berry Cutler Hosiery 2006 - May 2013
New England Financial 2004 - 2006
Skills
Advertising, Account Management, Business Strategy, Business Planning, Online Marketing, Market Research, Product Marketing, Customer Relations, Trade Shows, Inventory Management, New Business Development, Product Development, Vendor Management, Wholesale Sales, Website Development, Customer Service, Selling, Wholesale, Retail, Brand Development, Sales, Marketing Strategy
Education
Illinois State University 2002 — 2006
B.S., Marketing, Advertising, Business Management
Adam Zaczkowski Adam Zaczkowski's New England Financial Experience July 2004 - April 2006
Job Head Age Group Coach, Owner, Syracuse Chargers Swim Team
Industry Sports
Experience
Eastern Zone Swimming September 2014 - Present
Syracuse Chargers Swim Team April 2009 - Present
Niagara Swimming August 2014 - Present
Le Moyne College September 2012 - April 2015
Niagara Swimming LSC September 2010 - August 2014
HSBC April 2006 - April 2009
New England Financial July 2004 - April 2006
Skills
Swimming, Business Development, Business Planning, Coaching, Management, Fundraising, Public Speaking, Event Planning, Program Management, Marketing Communications, Team Leadership, Event Management, Leadership Development, Athletics, Volunteer Management, Leadership, Social Networking, Organizational..., Teaching, Strategic Planning, Team Building, Microsoft Excel, Training, Sports Marketing, Sports, Higher Education, Strategy, Entrepreneurship, Public Relations, Marketing, Research, Social Media, Time Management, Editing, Nonprofits, PowerPoint, Staff Development, Sales, Data Analysis, Microsoft Word, Community Outreach, Marketing Strategy, Recruiting, Social Media Marketing, Budgets, Customer Service, Sports Management, Program Development, Microsoft Office, New Business Development
Education
Le Moyne College 2000 — 2004
Bachelor of Arts (BA), Political Science and Government
Fairfield College Preparatory School 1996 — 2000
Eastern Zone Swimming September 2014 - Present
Syracuse Chargers Swim Team April 2009 - Present
Niagara Swimming August 2014 - Present
Le Moyne College September 2012 - April 2015
Niagara Swimming LSC September 2010 - August 2014
HSBC April 2006 - April 2009
New England Financial July 2004 - April 2006
Skills
Swimming, Business Development, Business Planning, Coaching, Management, Fundraising, Public Speaking, Event Planning, Program Management, Marketing Communications, Team Leadership, Event Management, Leadership Development, Athletics, Volunteer Management, Leadership, Social Networking, Organizational..., Teaching, Strategic Planning, Team Building, Microsoft Excel, Training, Sports Marketing, Sports, Higher Education, Strategy, Entrepreneurship, Public Relations, Marketing, Research, Social Media, Time Management, Editing, Nonprofits, PowerPoint, Staff Development, Sales, Data Analysis, Microsoft Word, Community Outreach, Marketing Strategy, Recruiting, Social Media Marketing, Budgets, Customer Service, Sports Management, Program Development, Microsoft Office, New Business Development
Education
Le Moyne College 2000 — 2004
Bachelor of Arts (BA), Political Science and Government
Fairfield College Preparatory School 1996 — 2000
Lance Hinson Lance Hinson's New England Financial Experience May 2002 - August 2003
Job Location Manager at Rotech Healthcare
Industry Hospital & Health Care
Experience
Rotech Healthcare September 2015 - Present
Rotech Healthcare September 2015 - Present
Apria Healthcare September 2005 - September 2015
Apria Healthcare September 2003 - August 2005
New England Financial May 2002 - August 2003
United States Postal Service August 1999 - May 2002
Skills
Employee Training, Sales, Management, Operations Management, Customer Service, Leadership, Motivation, Project Planning, Project Management, Healthcare, Process Improvement, Software Documentation
Education
Johnson County Community College 1996 — 1999
Associate of Arts (A.A.), Business Administration and Management, General
Shawnee Mission North Highschool
Rotech Healthcare September 2015 - Present
Rotech Healthcare September 2015 - Present
Apria Healthcare September 2005 - September 2015
Apria Healthcare September 2003 - August 2005
New England Financial May 2002 - August 2003
United States Postal Service August 1999 - May 2002
Skills
Employee Training, Sales, Management, Operations Management, Customer Service, Leadership, Motivation, Project Planning, Project Management, Healthcare, Process Improvement, Software Documentation
Education
Johnson County Community College 1996 — 1999
Associate of Arts (A.A.), Business Administration and Management, General
Shawnee Mission North Highschool
Jo Anna Lovelass Jo Anna Lovelass's New England Financial Experience 1990 - 1997
Job Sr. Account Manager at lifeIMAGE
Industry Information Technology and Services
Experience
lifeIMAGE September 2014 - Present
lifeIMAGE October 2011 - Present
Viscosity Solutions, LLC 2014 - 2014
Eisenhower Medical Center August 2009 - November 2011
GE Healthcare February 2007 - June 2009
Siemens Medical November 2004 - February 2007
Eisenhower Medical Center June 2002 - November 2005
Desert Regional Medical Center March 2000 - June 2002
New England Financial 1990 - 1997
Old Northwest Agents 1985 - 1990
Skills
Project Management, Software Documentation, Analysis, Ultrasound, Process Improvement, Integration, PACS, Strategic Planning, Healthcare Information..., Cross-functional Team..., HL7, Radiology, Disaster Recovery, EHR, EMR, DICOM, Healthcare, Epic Systems, Enterprise Software, Hospitals, Medical Devices, Medical Imaging, Product Management, HIPAA, Healthcare Industry, Healthcare Consulting, Training, Software Implementation, Digital Imaging, Health Information..., RIS, Cardiology, Troubleshooting, Health Information..., Patient Safety, Quality Assurance, Quality Improvement, Physician Relations, Data Center, Salesforce.com, IT Strategy, Databases, Visio, Revenue Cycle, Informatics, Physicians, Healthcare Management, Capital Equipment, Inpatient, VMware
Education
Grossmont College 1997 — 2000
AS, §Associates Degree Cardiovascular Technology June 2000
lifeIMAGE September 2014 - Present
lifeIMAGE October 2011 - Present
Viscosity Solutions, LLC 2014 - 2014
Eisenhower Medical Center August 2009 - November 2011
GE Healthcare February 2007 - June 2009
Siemens Medical November 2004 - February 2007
Eisenhower Medical Center June 2002 - November 2005
Desert Regional Medical Center March 2000 - June 2002
New England Financial 1990 - 1997
Old Northwest Agents 1985 - 1990
Skills
Project Management, Software Documentation, Analysis, Ultrasound, Process Improvement, Integration, PACS, Strategic Planning, Healthcare Information..., Cross-functional Team..., HL7, Radiology, Disaster Recovery, EHR, EMR, DICOM, Healthcare, Epic Systems, Enterprise Software, Hospitals, Medical Devices, Medical Imaging, Product Management, HIPAA, Healthcare Industry, Healthcare Consulting, Training, Software Implementation, Digital Imaging, Health Information..., RIS, Cardiology, Troubleshooting, Health Information..., Patient Safety, Quality Assurance, Quality Improvement, Physician Relations, Data Center, Salesforce.com, IT Strategy, Databases, Visio, Revenue Cycle, Informatics, Physicians, Healthcare Management, Capital Equipment, Inpatient, VMware
Education
Grossmont College 1997 — 2000
AS, §Associates Degree Cardiovascular Technology June 2000
James White Jr. James White Jr.'s New England Financial Experience August 1997 - August 2000
Job Principal: J. White & Company
Industry Staffing and Recruiting
Experience
J. White & Company August 2012 - Present
Sammons Securities Company/Sammons Financial Group September 2008 - August 2012
J. White & Company August 2000 - September 2008
New England Financial August 1997 - August 2000
Skills
Fixed Annuities, Insurance, Retirement Planning, Series 6, Investments, Mutual Funds, Series 63, Sales Management, Series 7, Life Insurance, Sales, Long-term Care, Recruiting, Talent Acquisition, Partnership-building, Financial Services, Employee Benefits, Term Life Insurance, Disability Insurance, Management, Executive Search, Strategic Financial..., Account Management, 401k, Leadership, Relationship Management, Financial Advisory, Retirement, Finance, Underwriting, FINRA, Wealth Management, Marketing, IRAs
Education
La Salle University 1992 — 1997
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
J. White & Company August 2012 - Present
Sammons Securities Company/Sammons Financial Group September 2008 - August 2012
J. White & Company August 2000 - September 2008
New England Financial August 1997 - August 2000
Skills
Fixed Annuities, Insurance, Retirement Planning, Series 6, Investments, Mutual Funds, Series 63, Sales Management, Series 7, Life Insurance, Sales, Long-term Care, Recruiting, Talent Acquisition, Partnership-building, Financial Services, Employee Benefits, Term Life Insurance, Disability Insurance, Management, Executive Search, Strategic Financial..., Account Management, 401k, Leadership, Relationship Management, Financial Advisory, Retirement, Finance, Underwriting, FINRA, Wealth Management, Marketing, IRAs
Education
La Salle University 1992 — 1997
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Sean Whaley's New England Financial Experience March 2007 - April 2010
Job President at CNIAHU(Chicago Northeast Illinois Association of Health Underwriters)
Industry Insurance
Experience
Combined Insurance March 2012 - Present
CNIAHU (Chicago Northeast Illinois Association of Health Underwriters) June 2012 - July 2014
Hooper Holmes (Portamedic) April 2010 - January 2012
New England Financial March 2007 - April 2010
China Trade Specialists November 2004 - April 2010
Whaley Agency June 1989 - June 2007
Country Companies Insurance September 1992 - December 1994
National Group Marketing June 1989 - October 1992
Old Republic Insurance Company February 1985 - June 1989
Skills
Insurance, Negotiation, Customer Relations, Employee Benefits, Health Insurance, Contract Negotiation, Sales Management, Strategic Planning, Coaching, Product Development, Benefits, New Business Development, Team Building, Consultative Selling, Account Management, Problem Solving, Small Business, Sales, Marketing, Long-term Care, Selling, Customer Service, Risk Management, Disability Insurance, Budgets, Training, Life Insurance, Underwriting, Cold Calling, Medicare, Healthcare, Customer Retention, Retirement Planning, Human Resources, Term Life Insurance, Market Research, Health Savings Accounts, Fixed Annuities, Accident, Workers Compensation, Brokers, Claim, Universal Life, Whole Life, General Insurance, Commercial Insurance, Long Term Care Insurance, Benefits Administration, Property & Casualty..., Critical Illness
Education
Harper College
Loras College
Business Management
Combined Insurance March 2012 - Present
CNIAHU (Chicago Northeast Illinois Association of Health Underwriters) June 2012 - July 2014
Hooper Holmes (Portamedic) April 2010 - January 2012
New England Financial March 2007 - April 2010
China Trade Specialists November 2004 - April 2010
Whaley Agency June 1989 - June 2007
Country Companies Insurance September 1992 - December 1994
National Group Marketing June 1989 - October 1992
Old Republic Insurance Company February 1985 - June 1989
Skills
Insurance, Negotiation, Customer Relations, Employee Benefits, Health Insurance, Contract Negotiation, Sales Management, Strategic Planning, Coaching, Product Development, Benefits, New Business Development, Team Building, Consultative Selling, Account Management, Problem Solving, Small Business, Sales, Marketing, Long-term Care, Selling, Customer Service, Risk Management, Disability Insurance, Budgets, Training, Life Insurance, Underwriting, Cold Calling, Medicare, Healthcare, Customer Retention, Retirement Planning, Human Resources, Term Life Insurance, Market Research, Health Savings Accounts, Fixed Annuities, Accident, Workers Compensation, Brokers, Claim, Universal Life, Whole Life, General Insurance, Commercial Insurance, Long Term Care Insurance, Benefits Administration, Property & Casualty..., Critical Illness
Education
Harper College
Loras College
Business Management
Joyce DeBoer Joyce DeBoer's New England Financial Experience April 2004 - August 2006
Job Accounting Assistant at Auto Care Experts
Industry Accounting
Experience
Auto Care Experts June 2014 - October 2014
Express Employment Professionals May 2014 - June 2014
Charter Communications November 2012 - May 2014
Self employed January 2011 - November 2012
USA Advanced Planners August 2006 - January 2011
New England Financial April 2004 - August 2006
Northpointe Bank August 2002 - April 2004
Georgetown Township Library December 1997 - April 2002
Timothy Group December 1996 - December 1998
Skills
Customer Service, Marketing, Microsoft Office, Investments, Sales, Multi-line Phone, Receptionist Duties, Data Entry, Insurance, Management
Education
Grandville Senior High School 1973 — 1977
High School, General Studies
Grand Rapids Community College
Art/Art Studies, General, 4.0
Auto Care Experts June 2014 - October 2014
Express Employment Professionals May 2014 - June 2014
Charter Communications November 2012 - May 2014
Self employed January 2011 - November 2012
USA Advanced Planners August 2006 - January 2011
New England Financial April 2004 - August 2006
Northpointe Bank August 2002 - April 2004
Georgetown Township Library December 1997 - April 2002
Timothy Group December 1996 - December 1998
Skills
Customer Service, Marketing, Microsoft Office, Investments, Sales, Multi-line Phone, Receptionist Duties, Data Entry, Insurance, Management
Education
Grandville Senior High School 1973 — 1977
High School, General Studies
Grand Rapids Community College
Art/Art Studies, General, 4.0
Annie Carlson Annie Carlson's New England Financial Experience May 2001 - September 2001
Job Field Marketing Manager, Taco John's International, Inc.
Industry Restaurants
Experience
Taco John's International, Inc. March 2015 - Present
Godfather's Pizza May 2014 - February 2015
Godfather's Pizza October 2013 - April 2014
Godfather's Pizza February 2010 - October 2013
Godfather's Pizza May 2008 - February 2010
Godfather's Pizza May 2007 - May 2008
Godfather's Pizza May 2005 - May 2007
Godfather's Pizza October 2002 - May 2005
Garbo's Salon October 2001 - October 2002
New England Financial May 2001 - September 2001
Skills
Franchise Management, Franchise Relations, Presenter, Resource Development, Social Media, Managerial Experience, Excel, PowerPoint, Word, Advertising, Microsoft CRM, Marketing Strategy, Strategic Thinking, Marketing Communications, Corporate Communications, Marketing Coops, Marketing Plans, Convenience Stores, Franchising, Market Planning, Management, Sales, Retail, Training, Budgets, Recruiting, Time Management, Strategy, Customer Service, Marketing, Strategic Planning, Leadership, Social Media Marketing, Email Marketing, Account Management, Microsoft Excel
Education
Iowa State University 1997 — 2001
BA, Advertising with Minors in Marketing & Speech Communication
Taco John's International, Inc. March 2015 - Present
Godfather's Pizza May 2014 - February 2015
Godfather's Pizza October 2013 - April 2014
Godfather's Pizza February 2010 - October 2013
Godfather's Pizza May 2008 - February 2010
Godfather's Pizza May 2007 - May 2008
Godfather's Pizza May 2005 - May 2007
Godfather's Pizza October 2002 - May 2005
Garbo's Salon October 2001 - October 2002
New England Financial May 2001 - September 2001
Skills
Franchise Management, Franchise Relations, Presenter, Resource Development, Social Media, Managerial Experience, Excel, PowerPoint, Word, Advertising, Microsoft CRM, Marketing Strategy, Strategic Thinking, Marketing Communications, Corporate Communications, Marketing Coops, Marketing Plans, Convenience Stores, Franchising, Market Planning, Management, Sales, Retail, Training, Budgets, Recruiting, Time Management, Strategy, Customer Service, Marketing, Strategic Planning, Leadership, Social Media Marketing, Email Marketing, Account Management, Microsoft Excel
Education
Iowa State University 1997 — 2001
BA, Advertising with Minors in Marketing & Speech Communication
Sharon Head Sharon Head's New England Financial Experience December 1994 - August 2002
Job Operations Manager at AP Wealth Management
Industry Investment Management
Experience
AP Wealth Management, LLC March 2011 - Present
New England Financial December 1994 - August 2002
ING Nederland June 1979 - December 1994
Skills
CPA, Strategic Financial..., Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Finance, Due Diligence, Financial Planners, Financial Accounting, Managerial Finance, Internal Controls, Auditing, Cash Flow, Financial Statements, Leadership, Financial Planning, Nonprofits, Strategic Planning, Team Building, Budgets, Public Speaking
Education
Georgia State University 1975 — 1979
BBA, Accounting
AP Wealth Management, LLC March 2011 - Present
New England Financial December 1994 - August 2002
ING Nederland June 1979 - December 1994
Skills
CPA, Strategic Financial..., Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Finance, Due Diligence, Financial Planners, Financial Accounting, Managerial Finance, Internal Controls, Auditing, Cash Flow, Financial Statements, Leadership, Financial Planning, Nonprofits, Strategic Planning, Team Building, Budgets, Public Speaking
Education
Georgia State University 1975 — 1979
BBA, Accounting
Tim Zheng Tim Zheng's New England Financial Experience May 2011 - August 2011
Job Open to Opportunities
Industry Investment Management
Experience
Zarb Asian Student Association September 2011 - May 2012
New England Financial May 2011 - August 2011
Walt Disney World February 2008 - August 2008
Skills
Certification in..., Database: SQL Server;..., Proficiency in..., Accounting, Equity Research, Real Estate, C++ Language, Derivatives Trading, Fixed Income Analysis, Portfolio Management, Technical Analysis, Bloomberg, Bloomberg Terminal, Financial Analysis
Education
Frank G. Zarb School of business, Hofstra University (AACSB accredited) 2010 — 2012
Master of Science, Finance, 3.81
Johnson and Wales University
M.B.A, Financial Management, 3.7
Zhuhai College of Jilin University
Bachelor of Management, Information Systems
Zhuhai College of Jilin University
Bachelor of Arts, Business English(second degrees)
Zarb Asian Student Association September 2011 - May 2012
New England Financial May 2011 - August 2011
Walt Disney World February 2008 - August 2008
Skills
Certification in..., Database: SQL Server;..., Proficiency in..., Accounting, Equity Research, Real Estate, C++ Language, Derivatives Trading, Fixed Income Analysis, Portfolio Management, Technical Analysis, Bloomberg, Bloomberg Terminal, Financial Analysis
Education
Frank G. Zarb School of business, Hofstra University (AACSB accredited) 2010 — 2012
Master of Science, Finance, 3.81
Johnson and Wales University
M.B.A, Financial Management, 3.7
Zhuhai College of Jilin University
Bachelor of Management, Information Systems
Zhuhai College of Jilin University
Bachelor of Arts, Business English(second degrees)
Jason Winn Jason Winn's New England Financial Experience January 2004 - May 2005
Job Fearless Leader of a professional network of insurance and investment advocates.
Industry Insurance
Experience
WINN, LLC January 2013 - Present
Nationwide Insurance July 2007 - December 2012
Nationwide Insurance June 2005 - June 2007
New England Financial January 2004 - May 2005
Guardian Life, New England Financial and Nationwide Insurance and Financial Services January 1998 - May 2005
Skills
LILI Certification, Series 6, Series 63, Series 26, 2012 LILI Moderator for..., Life, Health, Property..., Long-Term Care License, Long-term Care, Auto, Life Insurance, FINRA, General Insurance, Property & Casualty..., Insurance, Commercial Insurance, Casualty, Casualty Insurance, Commercial Lines, Customer Service, Fixed Annuities, Health Insurance, Leadership, Management, Retirement, Retirement Planning, Term Life Insurance, Training, Umbrella Insurance, Whole Life
Education
2012 Moderator of LILI for South Carolina NAIFA 2012 — 2012
2010 Graduate of LILI 2010 — 2010
Leadership In Life Institute
Gardner-Webb University 1993 — 1998
BS, Business Administration
Crest High School 1991 — 1993
Diploma, Regular/General High School/Secondary Diploma Program
WINN, LLC January 2013 - Present
Nationwide Insurance July 2007 - December 2012
Nationwide Insurance June 2005 - June 2007
New England Financial January 2004 - May 2005
Guardian Life, New England Financial and Nationwide Insurance and Financial Services January 1998 - May 2005
Skills
LILI Certification, Series 6, Series 63, Series 26, 2012 LILI Moderator for..., Life, Health, Property..., Long-Term Care License, Long-term Care, Auto, Life Insurance, FINRA, General Insurance, Property & Casualty..., Insurance, Commercial Insurance, Casualty, Casualty Insurance, Commercial Lines, Customer Service, Fixed Annuities, Health Insurance, Leadership, Management, Retirement, Retirement Planning, Term Life Insurance, Training, Umbrella Insurance, Whole Life
Education
2012 Moderator of LILI for South Carolina NAIFA 2012 — 2012
2010 Graduate of LILI 2010 — 2010
Leadership In Life Institute
Gardner-Webb University 1993 — 1998
BS, Business Administration
Crest High School 1991 — 1993
Diploma, Regular/General High School/Secondary Diploma Program
Jeffrey Bulvin Jeffrey Bulvin's New England Financial Experience March 2008 - December 2014
Job Managing Partner at MetLife Premier Client Group
Industry Financial Services
Experience
MetLife Premier Client Group of Georgia October 2012 - Present
New England Financial March 2008 - December 2014
AXA Advisors April 1992 - March 2008
Skills
Securities, Retirement Planning, Wealth Management, Investments, Series 7, Fixed Annuities, Mutual Funds, Strategic Financial..., Estate Planning, Investment Advisory, Insurance, Asset Management, Portfolio Management, Retirement, Disability Insurance, IRAs
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Retirement Planning Specialist
Indiana University of Pennsylvania 1985 — 1988
Accounting, Business/ Economics
MetLife Premier Client Group of Georgia October 2012 - Present
New England Financial March 2008 - December 2014
AXA Advisors April 1992 - March 2008
Skills
Securities, Retirement Planning, Wealth Management, Investments, Series 7, Fixed Annuities, Mutual Funds, Strategic Financial..., Estate Planning, Investment Advisory, Insurance, Asset Management, Portfolio Management, Retirement, Disability Insurance, IRAs
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Retirement Planning Specialist
Indiana University of Pennsylvania 1985 — 1988
Accounting, Business/ Economics
HANDY LUIGI's New England Financial Experience January 2008 - January 2010
Job Delivering Smart Leadership for Entrepreneurs and their Dream Team
Industry Financial Services
Experience
New York Life Insurance Company February 2015 - Present
NYLIFE Securities LLC April 2015 - Present
The Oeconomus LLC January 2008 - February 2015
Pacific Life August 2011 - August 2013
Prudential Financial January 2010 - August 2011
New England Financial January 2008 - January 2010
Skills
Small Business, Leadership, Management, Finance, Life Insurance, Retirement, Fixed Annuities, Business Planning, Retirement Planning, Personal Finance, Public Speaking, Sales, Analysis, Mutual Funds, Securities, Customer Service
Education
Keller Graduate School of Management of DeVry University 2009 — 2013
Master's degree, Accounting and Financial Management
Southern Connecticut State University 2001 — 2005
Bachelor's of Science, International Business
College Andre-Grasset 1996 — 1998
Diplome D'Etudes Collegiales, Business Administration, Management and Operations
New York Life Insurance Company February 2015 - Present
NYLIFE Securities LLC April 2015 - Present
The Oeconomus LLC January 2008 - February 2015
Pacific Life August 2011 - August 2013
Prudential Financial January 2010 - August 2011
New England Financial January 2008 - January 2010
Skills
Small Business, Leadership, Management, Finance, Life Insurance, Retirement, Fixed Annuities, Business Planning, Retirement Planning, Personal Finance, Public Speaking, Sales, Analysis, Mutual Funds, Securities, Customer Service
Education
Keller Graduate School of Management of DeVry University 2009 — 2013
Master's degree, Accounting and Financial Management
Southern Connecticut State University 2001 — 2005
Bachelor's of Science, International Business
College Andre-Grasset 1996 — 1998
Diplome D'Etudes Collegiales, Business Administration, Management and Operations
Sidra Raney Sidra Raney's New England Financial Experience 1991 - 1993
Job Office Administrator at UniFirst Corporation
Industry Consumer Services
Experience
UniFirst Corporation May 2014 - Present
Presidio January 2012 - May 2014
Contour Semiconductor, Inc. January 2007 - December 2011
Abbott 1998 - 2000
Hyster 1995 - 1998
AVCARD 1993 - 1995
New England Financial 1991 - 1993
Ropes & Gray LLP 1988 - 1991
Skills
Microsoft Office, Outlook, Customer Service, System Administration, WebEx, Lotus Notes, Administration, Invoicing, Office Administration, Administrative..., Spreadsheets
Education
Katharine Gibbs School 1986 — 1988
Associate of Science (AS)
Katharine Gibbs School
Associate of Arts and Sciences (A.A.S.)
UniFirst Corporation May 2014 - Present
Presidio January 2012 - May 2014
Contour Semiconductor, Inc. January 2007 - December 2011
Abbott 1998 - 2000
Hyster 1995 - 1998
AVCARD 1993 - 1995
New England Financial 1991 - 1993
Ropes & Gray LLP 1988 - 1991
Skills
Microsoft Office, Outlook, Customer Service, System Administration, WebEx, Lotus Notes, Administration, Invoicing, Office Administration, Administrative..., Spreadsheets
Education
Katharine Gibbs School 1986 — 1988
Associate of Science (AS)
Katharine Gibbs School
Associate of Arts and Sciences (A.A.S.)
Louis M. Aidala, CLTC Louis M. Aidala, CLTC's New England Financial Experience July 2000 - August 2013
Job President at Allied Wealth Partners Director National Market Expansion
Industry Financial Services
Experience
Allied Wealth Partners December 2013 - Present
Allied Wealth Partners December 2013 - Present
New England Financial July 2000 - August 2013
Skills
Wealth Management, Estate Planning, Investments, Insurance, Disability Insurance, FINRA, Life Insurance, Strategic Financial..., Leadership, Retirement Planning, Finance, Management, Financial Services, Employee Benefits
Education
Fordham University
Allied Wealth Partners December 2013 - Present
Allied Wealth Partners December 2013 - Present
New England Financial July 2000 - August 2013
Skills
Wealth Management, Estate Planning, Investments, Insurance, Disability Insurance, FINRA, Life Insurance, Strategic Financial..., Leadership, Retirement Planning, Finance, Management, Financial Services, Employee Benefits
Education
Fordham University
Nicolas Barnum Nicolas Barnum's New England Financial Experience 2001 - 2001
Job SelfEmployed Entrepreneur
Industry Financial Services
Experience
MacKenzie Partners September 2006 - October 2014
Argent Mortgage 2004 - 2006
The Bank of New York Mellon July 2002 - January 2004
New England Financial 2001 - 2001
Skills
Microsoft Excel, Microsoft Office, Investor Relations, PowerPoint, Credit, Microsoft Word, Financial Analysis, Business Analysis, Analysis, Management, Asset Management, Investments, Equities, Risk Management, Mergers & Acquisitions, Finance, Customer Service
Education
Purchase College, SUNY 1995 — 2000
Hofstra University 1994 — 1995
MacKenzie Partners September 2006 - October 2014
Argent Mortgage 2004 - 2006
The Bank of New York Mellon July 2002 - January 2004
New England Financial 2001 - 2001
Skills
Microsoft Excel, Microsoft Office, Investor Relations, PowerPoint, Credit, Microsoft Word, Financial Analysis, Business Analysis, Analysis, Management, Asset Management, Investments, Equities, Risk Management, Mergers & Acquisitions, Finance, Customer Service
Education
Purchase College, SUNY 1995 — 2000
Hofstra University 1994 — 1995
Chris Orlowski's New England Financial Experience July 2005 - September 2006
Job General Manager at XL Machine, Inc.
Industry Machinery
Experience
X-L Machine, Inc. January 2014 - Present
X-L Machine, Inc. August 2013 - December 2013
Burke E. Porter Machinery Company June 2011 - August 2013
Burke E. Porter Machinery August 2008 - June 2011
St. mary's Health Care September 2010 - February 2011
Graphite Engineering September 2006 - July 2008
New England Financial July 2005 - September 2006
Greenville Tool and Die June 2000 - July 2005
Skills
Problem Solving, Listening Skills, Strategic Planning, Strategic Sourcing, HRIS, Social Networking, Production Schedules, Machining, Supplier Sourcing, MRP, Production Efficiency, Production Planning, Employee Benefits, Microsoft Office, Logistics Management, Materials Management, Recruiting, Utilization Management, Purchasing, SAP ERP, Lean Manufacturing, Manufacturing Operations, Crystal Reports, Report Writing, Presentation Development, Engineering, Team Leadership, Continuous Improvement, Project Management, Sales, Leadership, Management, Team Building, Training, Manufacturing
Education
Grand Valley State University 2007 — 2011
BBA, Management
Grand Valley State University 2007 — 2011
Bachelor’s degree, Business Management
Montcalm Community College 2000 — 2005
Journeyman Tool and Die Maker Certificate, Tool and Die
X-L Machine, Inc. January 2014 - Present
X-L Machine, Inc. August 2013 - December 2013
Burke E. Porter Machinery Company June 2011 - August 2013
Burke E. Porter Machinery August 2008 - June 2011
St. mary's Health Care September 2010 - February 2011
Graphite Engineering September 2006 - July 2008
New England Financial July 2005 - September 2006
Greenville Tool and Die June 2000 - July 2005
Skills
Problem Solving, Listening Skills, Strategic Planning, Strategic Sourcing, HRIS, Social Networking, Production Schedules, Machining, Supplier Sourcing, MRP, Production Efficiency, Production Planning, Employee Benefits, Microsoft Office, Logistics Management, Materials Management, Recruiting, Utilization Management, Purchasing, SAP ERP, Lean Manufacturing, Manufacturing Operations, Crystal Reports, Report Writing, Presentation Development, Engineering, Team Leadership, Continuous Improvement, Project Management, Sales, Leadership, Management, Team Building, Training, Manufacturing
Education
Grand Valley State University 2007 — 2011
BBA, Management
Grand Valley State University 2007 — 2011
Bachelor’s degree, Business Management
Montcalm Community College 2000 — 2005
Journeyman Tool and Die Maker Certificate, Tool and Die
Garry Pfeil Garry Pfeil's New England Financial Experience January 2012 - Present
Job Financial Services Representative at New England Financial
Industry Financial Services
Experience
New England Financial January 2012 - Present
First Investors Corporation July 2003 - December 2011
CLS (an Asplundh subsidiary) 2004 - 2008
PECO Energy May 1970 - December 2002
Skills
Retirement, Financial Services, Financial Analysis, Investments, Leadership, Cross-functional Team..., Term Life Insurance, Financial Reporting, Employee Benefits, CRM, Outstanding people..., Project Management, Mutual Funds, Investment Advisory, Fixed Annuities, Series 63
Education
La Salle University 1979 — 1994
MBA, Finance, Management
New England Financial January 2012 - Present
First Investors Corporation July 2003 - December 2011
CLS (an Asplundh subsidiary) 2004 - 2008
PECO Energy May 1970 - December 2002
Skills
Retirement, Financial Services, Financial Analysis, Investments, Leadership, Cross-functional Team..., Term Life Insurance, Financial Reporting, Employee Benefits, CRM, Outstanding people..., Project Management, Mutual Funds, Investment Advisory, Fixed Annuities, Series 63
Education
La Salle University 1979 — 1994
MBA, Finance, Management
Kristle Peck Kristle Peck's New England Financial Experience January 2011 - Present
Job Account Manager at UNITE Eurotherapy
Industry Cosmetics
Experience
UNITE Eurotherapy August 2013 - Present
New England Financial January 2011 - Present
MetLife 2008 - January 2011
Skills
Insurance, PowerPoint, Microsoft Excel, Customer Service, Time Management, Access, Outlook, Microsoft Office, Microsoft Word, Marketing, Financial Analysis, Sales, Leadership
Education
San Diego State University-California State University 2010 — 2012
Business Management
Grossmont College 2007 — 2010
Associates Degree, Business Adminstration
UNITE Eurotherapy August 2013 - Present
New England Financial January 2011 - Present
MetLife 2008 - January 2011
Skills
Insurance, PowerPoint, Microsoft Excel, Customer Service, Time Management, Access, Outlook, Microsoft Office, Microsoft Word, Marketing, Financial Analysis, Sales, Leadership
Education
San Diego State University-California State University 2010 — 2012
Business Management
Grossmont College 2007 — 2010
Associates Degree, Business Adminstration
Jessica Cress Jessica Cress's New England Financial Experience March 2012 - December 2013
Job Financial Representative at New England Financial
Industry Financial Services
Experience
New England Financial March 2012 - December 2013
Walmart September 2009 - February 2012
Getty Images February 2009 - August 2009
Jupiterimages 2004 - 2009
Skills
Data Entry, Customer Service, Database Administration, Microsoft Excel, Microsoft Office, Social Networking, 10 Key, Stocks, E-commerce, Research, Troubleshooting, Retirement, Insurance, Sales
Education
Illinois State University 2009 — 2011
Mass Communication/Media Studies
New England Financial March 2012 - December 2013
Walmart September 2009 - February 2012
Getty Images February 2009 - August 2009
Jupiterimages 2004 - 2009
Skills
Data Entry, Customer Service, Database Administration, Microsoft Excel, Microsoft Office, Social Networking, 10 Key, Stocks, E-commerce, Research, Troubleshooting, Retirement, Insurance, Sales
Education
Illinois State University 2009 — 2011
Mass Communication/Media Studies
Laurie Kane Burkhardt, CFP®'s New England Financial Experience 1980 - 1992
Job Wealth Manager at Modera Wealth Management, LLC
Industry Financial Services
Experience
Modera Wealth Management, LLC 2014 - Present
Modera Wealth Management 2012 - 2014
LPL Financial 2011 - 2012
Rockland Trust Company 2010 - 2011
Baystate Financial Services 2006 - 2010
MetLife 1999 - 2004
MetLife 1992 - 1999
New England Financial 1980 - 1992
Education
Harvard University
BA
Boston University Graduate School of Management
MBA
Modera Wealth Management, LLC 2014 - Present
Modera Wealth Management 2012 - 2014
LPL Financial 2011 - 2012
Rockland Trust Company 2010 - 2011
Baystate Financial Services 2006 - 2010
MetLife 1999 - 2004
MetLife 1992 - 1999
New England Financial 1980 - 1992
Education
Harvard University
BA
Boston University Graduate School of Management
MBA
Thomas J. Dyer Thomas J. Dyer's New England Financial Experience December 2002 - August 2005
Job Investment Advisor Representative, Director of Financial Planning at Private Wealth Management Group, LLC
Industry Financial Services
Experience
Private Wealth Management Group, LLC December 2010 - Present
Integrated Financial Partners August 2005 - December 2010
New England Financial December 2002 - August 2005
Skills
Retirement Planning, Qualified Retirement..., Strategic Financial..., Personal Financial..., College Education..., College Funding..., Estate Planning, Retirement, Investments, Wealth Management, Securities, Portfolio Management, Investment Management
Education
American College
Advanced Financial Planning
University of New Hampshire
Keene State College
Monadnock Regional High School
Private Wealth Management Group, LLC December 2010 - Present
Integrated Financial Partners August 2005 - December 2010
New England Financial December 2002 - August 2005
Skills
Retirement Planning, Qualified Retirement..., Strategic Financial..., Personal Financial..., College Education..., College Funding..., Estate Planning, Retirement, Investments, Wealth Management, Securities, Portfolio Management, Investment Management
Education
American College
Advanced Financial Planning
University of New Hampshire
Keene State College
Monadnock Regional High School
Lauren Tatro Lauren Tatro's New England Financial Experience April 2007 - June 2008
Job VIP Account Associate at Chubb Insurance
Industry Sports
Experience
Chubb Insurance March 2014 - Present
U.K. Elite Soccer July 2008 - March 2014
New England Financial April 2007 - June 2008
Kutztown University August 2005 - December 2006
Skills
Highly detail oriented, Program Management, Time Management, Customer Service, Sports Management, Sports Coaching, Soccer, Organization, Office Administration, Administrative..., Intercollegiate..., Athletic Administration, Email Marketing, Experience Working with..., Athletics, Sports Marketing, Sports
Education
Kutztown University of Pennsylvania 2005 — 2006
Master of Business Administration (M.B.A.)
Kutztown University of Pennsylvania 2001 — 2005
Bachelor of Business Administration (B.B.A.), Management and International Business
Chubb Insurance March 2014 - Present
U.K. Elite Soccer July 2008 - March 2014
New England Financial April 2007 - June 2008
Kutztown University August 2005 - December 2006
Skills
Highly detail oriented, Program Management, Time Management, Customer Service, Sports Management, Sports Coaching, Soccer, Organization, Office Administration, Administrative..., Intercollegiate..., Athletic Administration, Email Marketing, Experience Working with..., Athletics, Sports Marketing, Sports
Education
Kutztown University of Pennsylvania 2005 — 2006
Master of Business Administration (M.B.A.)
Kutztown University of Pennsylvania 2001 — 2005
Bachelor of Business Administration (B.B.A.), Management and International Business
Michael Foxen Michael Foxen's New England Financial Experience 1995 - 1997
Job Vice President Recruiting at AIG
Industry Financial Services
Experience
AIG February 2014 - Present
AIG March 2013 - Present
Penn Mutual November 2012 - March 2013
MetLife 2007 - June 2012
MetLife 2005 - 2007
MetLife 1997 - 2005
New England Financial 1995 - 1997
New England Financial 1992 - 1995
New England Financial 1989 - 1992
St. Paul Companies 1987 - 1989
Skills
Strategy, Mergers & Acquisitions, Recruiting, Leadership, Financial Services, Vendor Management, Sales, Financial Analysis, Business Analysis, Investments, Marketing Strategy, Business Planning, Strategic Planning, Management, Customer Retention, Business Development, Risk Management, Insurance, Employee Benefits, New Business Development, Business Strategy, Strategic Financial..., Life Insurance, Financial Planning
Education
Illinois State University 1984 — 1987
Bachelor's degree, Finance/Insurance
AIG February 2014 - Present
AIG March 2013 - Present
Penn Mutual November 2012 - March 2013
MetLife 2007 - June 2012
MetLife 2005 - 2007
MetLife 1997 - 2005
New England Financial 1995 - 1997
New England Financial 1992 - 1995
New England Financial 1989 - 1992
St. Paul Companies 1987 - 1989
Skills
Strategy, Mergers & Acquisitions, Recruiting, Leadership, Financial Services, Vendor Management, Sales, Financial Analysis, Business Analysis, Investments, Marketing Strategy, Business Planning, Strategic Planning, Management, Customer Retention, Business Development, Risk Management, Insurance, Employee Benefits, New Business Development, Business Strategy, Strategic Financial..., Life Insurance, Financial Planning
Education
Illinois State University 1984 — 1987
Bachelor's degree, Finance/Insurance
Richard D Kulik Richard D Kulik's New England Financial Experience February 2006 - September 2006
Job Agency Manager at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance September 2012 - Present
Western & Southern Financial Group June 2010 - May 2011
Union Central Life August 2008 - August 2009
Kulik Insurance May 2007 - August 2008
ING September 2006 - May 2007
New England Financial February 2006 - September 2006
Penn Mutual November 2004 - October 2005
Nationwide Provident September 2003 - November 2004
Provident Mutual/Nationwide December 1996 - September 2003
Provident Mutual May 1995 - December 1996
Skills
Insurance
Education
Grove City College 1980 — 1984
BS, BS Computer Systems/Mathematics/Business
Farmers Insurance September 2012 - Present
Western & Southern Financial Group June 2010 - May 2011
Union Central Life August 2008 - August 2009
Kulik Insurance May 2007 - August 2008
ING September 2006 - May 2007
New England Financial February 2006 - September 2006
Penn Mutual November 2004 - October 2005
Nationwide Provident September 2003 - November 2004
Provident Mutual/Nationwide December 1996 - September 2003
Provident Mutual May 1995 - December 1996
Skills
Insurance
Education
Grove City College 1980 — 1984
BS, BS Computer Systems/Mathematics/Business
Nathan Spohn CFP® Nathan Spohn CFP®'s New England Financial Experience October 2002 - January 2003
Job Director, Financial Planning
Industry Financial Services
Experience
Edelman Financial Services LLC January 2010 - Present
Edelman Financial Services LLC January 2010 - Present
Fidelity Investments 2001 - 2009
Fidelity Investments December 2003 - April 2006
Fidelity Investments January 2003 - December 2003
New England Financial October 2002 - January 2003
Skills
Retirement Planning, Retirement, Strategic Financial..., Estate Planning, Series 7, Investments, Investment Advisory, Series 63, Financial Services, Mutual Funds, Wealth Management, Asset Managment, Investment Strategies, Portfolio Management, 401k, Investment Management, Certified Financial..., Financial Advisory, Personal Financial..., IRAs, Pensions, High Net Worth..., Saving for Education, Personal Finance, 401k Rollovers, Long-term Care, 529 Plans, Registered Investment..., Financial Goals
Education
University of Delaware 1998 — 2002
Bachelors
Georgetown University 2004 — 2005
Certificate in Financial Planning, Financial Planning
Edelman Financial Services LLC January 2010 - Present
Edelman Financial Services LLC January 2010 - Present
Fidelity Investments 2001 - 2009
Fidelity Investments December 2003 - April 2006
Fidelity Investments January 2003 - December 2003
New England Financial October 2002 - January 2003
Skills
Retirement Planning, Retirement, Strategic Financial..., Estate Planning, Series 7, Investments, Investment Advisory, Series 63, Financial Services, Mutual Funds, Wealth Management, Asset Managment, Investment Strategies, Portfolio Management, 401k, Investment Management, Certified Financial..., Financial Advisory, Personal Financial..., IRAs, Pensions, High Net Worth..., Saving for Education, Personal Finance, 401k Rollovers, Long-term Care, 529 Plans, Registered Investment..., Financial Goals
Education
University of Delaware 1998 — 2002
Bachelors
Georgetown University 2004 — 2005
Certificate in Financial Planning, Financial Planning
Thomas Pappas's New England Financial Experience May 1983 - August 1985
Job Private Investor & Fellow Advanced Leadership Initiative at Harvard
Industry Investment Management
Experience
Wellington Management Company, LLP May 1987 - December 2010
Salomon Brothers May 1986 - August 1986
New England Financial May 1983 - August 1985
Skills
Strategy, Bonds, Portfolio Management, Hedge Funds, Investments, Fixed Income, Asset Allocation, Wealth Management, Private Equity, Securities, Alternative Investments, Investment Management, Structured Finance, Venture Capital, Equity Research, Bloomberg, Investment Strategies, Emerging Markets, Mutual Funds, Asset Management, Derivatives, Valuation
Education
Harvard University 2013 — 2013
2013 Fellow, Advanced Leadership Initiative
Massachusetts Institute of Technology - Sloan School of Management 1985 — 1987
MSM 1987, Finance
Tufts University 1979 — 1983
BS, Economics & Computational Math
Wellington Management Company, LLP May 1987 - December 2010
Salomon Brothers May 1986 - August 1986
New England Financial May 1983 - August 1985
Skills
Strategy, Bonds, Portfolio Management, Hedge Funds, Investments, Fixed Income, Asset Allocation, Wealth Management, Private Equity, Securities, Alternative Investments, Investment Management, Structured Finance, Venture Capital, Equity Research, Bloomberg, Investment Strategies, Emerging Markets, Mutual Funds, Asset Management, Derivatives, Valuation
Education
Harvard University 2013 — 2013
2013 Fellow, Advanced Leadership Initiative
Massachusetts Institute of Technology - Sloan School of Management 1985 — 1987
MSM 1987, Finance
Tufts University 1979 — 1983
BS, Economics & Computational Math
Bradford S. Umbarger, CFP®, MBA, ChFC® Bradford S. Umbarger, CFP®, MBA, ChFC®'s New England Financial Experience December 2001 - October 2003
Job Independent Financial Advisor
Industry Financial Services
Experience
Self Employed March 2013 - Present
Wells Fargo Advisors LLC June 2011 - March 2013
PNC Investments September 2004 - June 2011
Park Avenue Securities November 2003 - September 2004
New England Financial December 2001 - October 2003
Enterprise Rent-A-Car January 1999 - November 2001
Skills
Customer Service, Wealth Management, Estate Planning, Retirement Planning, Managerial Finance, Strategic Financial..., Wealth, Coaching, Investments, Finance, Financial Advisory, Personal Finance, Program Management, Investment Strategies, Mutual Funds, Series 7, Financial Services, Series 63, Fixed Annuities, Asset Allocation, Asset Management, Retirement, 401k, Disability Insurance, Life Insurance, Long-term Care, Relationship Management, Mortgage Lending, Loans, Term Life Insurance, Banking, Employee Benefits, Financial Analysis, Risk Management, Health Insurance, Credit Analysis, Investment Advisory, Wealth Management..., Consumer Lending, Securities, Insurance, Uniform Combined State..., Series 6, Management, Strategic Planning, Portfolio Management, Small Business, Marketing, Leadership, Financial Planning
Education
Grove City College
Bachelor of Science, Financial Management
Penn State University
Master of Business Administration (MBA), Business Administration
Self Employed March 2013 - Present
Wells Fargo Advisors LLC June 2011 - March 2013
PNC Investments September 2004 - June 2011
Park Avenue Securities November 2003 - September 2004
New England Financial December 2001 - October 2003
Enterprise Rent-A-Car January 1999 - November 2001
Skills
Customer Service, Wealth Management, Estate Planning, Retirement Planning, Managerial Finance, Strategic Financial..., Wealth, Coaching, Investments, Finance, Financial Advisory, Personal Finance, Program Management, Investment Strategies, Mutual Funds, Series 7, Financial Services, Series 63, Fixed Annuities, Asset Allocation, Asset Management, Retirement, 401k, Disability Insurance, Life Insurance, Long-term Care, Relationship Management, Mortgage Lending, Loans, Term Life Insurance, Banking, Employee Benefits, Financial Analysis, Risk Management, Health Insurance, Credit Analysis, Investment Advisory, Wealth Management..., Consumer Lending, Securities, Insurance, Uniform Combined State..., Series 6, Management, Strategic Planning, Portfolio Management, Small Business, Marketing, Leadership, Financial Planning
Education
Grove City College
Bachelor of Science, Financial Management
Penn State University
Master of Business Administration (MBA), Business Administration
Claire Corby Claire Corby's New England Financial Experience February 2000 - December 2003
Job Vice President, Marketing at Cheekwood Botanical Garden and Museum of Art
Industry Museums and Institutions
Experience
Cheekwood Botanical Gardens and Museum of Art July 2012 - August 2015
Cheekwood Botanical Garden & Museum of Art November 2010 - August 2012
Cheekwood Botanical Gardens and Museum of Art January 2006 - October 2010
Easter Seals Tennessee January 2004 - December 2005
New England Financial February 2000 - December 2003
Skills
Brand Management, Marketing Strategy, Public Relations, Corporate Communications, Market Analysis, Media Buying, Social Media, Event Planning, Advertising Planning, Product Marketing, Advertising, Integrated Marketing, Online Marketing, Marketing Communications, Marketing, Event Management, Strategic Communications, Lead Generation, Strategic Planning, Business Development, Social Media Marketing, Media Planning, Sales, Social Networking, Photography, Budgets, Newsletters, Fundraising, Email Marketing, Brand Development, Media Relations, Press Releases
Education
Furman University 1993 — 1997
BA, Political Science, Marketing
Brentwood Academy 1987 — 1993
Cheekwood Botanical Gardens and Museum of Art July 2012 - August 2015
Cheekwood Botanical Garden & Museum of Art November 2010 - August 2012
Cheekwood Botanical Gardens and Museum of Art January 2006 - October 2010
Easter Seals Tennessee January 2004 - December 2005
New England Financial February 2000 - December 2003
Skills
Brand Management, Marketing Strategy, Public Relations, Corporate Communications, Market Analysis, Media Buying, Social Media, Event Planning, Advertising Planning, Product Marketing, Advertising, Integrated Marketing, Online Marketing, Marketing Communications, Marketing, Event Management, Strategic Communications, Lead Generation, Strategic Planning, Business Development, Social Media Marketing, Media Planning, Sales, Social Networking, Photography, Budgets, Newsletters, Fundraising, Email Marketing, Brand Development, Media Relations, Press Releases
Education
Furman University 1993 — 1997
BA, Political Science, Marketing
Brentwood Academy 1987 — 1993
Michael Schmuker, FSA, CERA, MAAA Michael Schmuker, FSA, CERA, MAAA's New England Financial Experience August 1994 - November 1998
Job Director and Actuary at American General Life Companies
Industry Insurance
Experience
American General Life Companies May 2008 - Present
Deloitte Consulting LLP September 2004 - May 2008
AmerUs Group September 2002 - September 2004
BMA November 1998 - September 2002
New England Financial August 1994 - November 1998
Northwestern College January 1990 - June 1994
Skills
Actuarial Science, Insurance, Life Insurance, Risk Management, Actuaries, Enterprise Risk..., Financial Reporting, SAP, Embedded Value, Valuation, Management
Education
Indiana University Bloomington 1987 — 1989
Mathematics
Indiana State University 1983 — 1985
M.S., M.A., Mathematics, Music Theory
Hope College 1979 — 1983
B.A., Music, Mathematics
American General Life Companies May 2008 - Present
Deloitte Consulting LLP September 2004 - May 2008
AmerUs Group September 2002 - September 2004
BMA November 1998 - September 2002
New England Financial August 1994 - November 1998
Northwestern College January 1990 - June 1994
Skills
Actuarial Science, Insurance, Life Insurance, Risk Management, Actuaries, Enterprise Risk..., Financial Reporting, SAP, Embedded Value, Valuation, Management
Education
Indiana University Bloomington 1987 — 1989
Mathematics
Indiana State University 1983 — 1985
M.S., M.A., Mathematics, Music Theory
Hope College 1979 — 1983
B.A., Music, Mathematics
Ricky Thomas Ricky Thomas's New England Financial Experience 1986 - 1996
Job Owner Registered Investment Adviser
Industry Financial Services
Experience
Maguire & Moore Capital Advisors, Inc. August 1997 - Present
New England Securities January 1986 - August 1996
New England Financial 1986 - 1996
Skills
Strategic Planning, Team Building, Alternative Investments, Portfolio Management, Business Development, Risk Management, Wealth Management, Relationship Management, Customer Acquisition, Program Management, KYC, Operations Management, Securities, AML, Operational Risk..., Due Diligence, Operational Risk, Investment Banking, Banking, Equities, Derivatives, Fixed Income, Trading, Capital Markets, Financial Analysis, Investments, Financial Risk, Hedge Funds, Business Process..., Mutual Funds, Financial Services, Asset Management, Series 63, Series 7
Education
Iona College 1980 — 1984
BA, Mathematics, Business
Power Memorial Academy 1976 — 1980
Maguire & Moore Capital Advisors, Inc. August 1997 - Present
New England Securities January 1986 - August 1996
New England Financial 1986 - 1996
Skills
Strategic Planning, Team Building, Alternative Investments, Portfolio Management, Business Development, Risk Management, Wealth Management, Relationship Management, Customer Acquisition, Program Management, KYC, Operations Management, Securities, AML, Operational Risk..., Due Diligence, Operational Risk, Investment Banking, Banking, Equities, Derivatives, Fixed Income, Trading, Capital Markets, Financial Analysis, Investments, Financial Risk, Hedge Funds, Business Process..., Mutual Funds, Financial Services, Asset Management, Series 63, Series 7
Education
Iona College 1980 — 1984
BA, Mathematics, Business
Power Memorial Academy 1976 — 1980
Ben Bruce Ben Bruce's New England Financial Experience May 1998 - March 2004
Job Business Development Manager at AERC Recycling Solutions
Industry Environmental Services
Experience
AERC Recycling Solutions August 2015 - Present
Republic Services Inc September 2012 - July 2015
CarMax March 2012 - August 2012
SuperMedia LLC June 2010 - April 2012
U.S. Census Bureau -- Census Coverage Management April 2010 - June 2010
Allstate Financial April 2009 - November 2009
Genworth Financial March 2004 - January 2009
New England Financial May 1998 - March 2004
Skills
Salesforce.com, Process Improvement, B2B Marketing, Customer Relations, Marketing Strategy, Customer Service, Annuities, Advertising, Sales, Strategic Planning, Marketing, Sales Process, Budgets, Online Advertising, Direct Sales, Fixed Annuities, Lead Generation, Cold Calling, Sales Management, Selling, Leadership, Business Development, Coaching, Direct Marketing, Sales Operations, Financial Services, B2B, Sales Presentations, Disability Insurance, Account Management, Customer Retention, New Business Development
Education
James Madison University 1994 — 1998
Bachelor of Business Administration, Management
University of Richmond Management Institute
University of Virginia Darden
AERC Recycling Solutions August 2015 - Present
Republic Services Inc September 2012 - July 2015
CarMax March 2012 - August 2012
SuperMedia LLC June 2010 - April 2012
U.S. Census Bureau -- Census Coverage Management April 2010 - June 2010
Allstate Financial April 2009 - November 2009
Genworth Financial March 2004 - January 2009
New England Financial May 1998 - March 2004
Skills
Salesforce.com, Process Improvement, B2B Marketing, Customer Relations, Marketing Strategy, Customer Service, Annuities, Advertising, Sales, Strategic Planning, Marketing, Sales Process, Budgets, Online Advertising, Direct Sales, Fixed Annuities, Lead Generation, Cold Calling, Sales Management, Selling, Leadership, Business Development, Coaching, Direct Marketing, Sales Operations, Financial Services, B2B, Sales Presentations, Disability Insurance, Account Management, Customer Retention, New Business Development
Education
James Madison University 1994 — 1998
Bachelor of Business Administration, Management
University of Richmond Management Institute
University of Virginia Darden
Randall S. Wheeler MBA Randall S. Wheeler MBA's New England Financial Experience November 2005 - February 2007
Job Investment Management Investor Education
Industry Investment Management
Experience
Carmichael Adventist Church October 2003 - Present
Farmers Insurance District Office 39 June 2011 - March 2012
H & R Blook December 2010 - April 2011
Financial Advocates January 2008 - April 2010
SMITH MOTTINI FINANCIAL ADVISORS, Roseville, California November 2008 - January 2009
SECURIAN FINANCIAL SERVICES, INC. January 2008 - October 2008
Signature Investors Inc. March 2007 - October 2007
NEW ENGLAND FINANCIAL November 2005 - February 2007
E*TRADE Financial August 2002 - August 2005
CHARLES SCHWAB & COMPANY August 1999 - December 2001
Skills
Portfolio Management, Portfolio Optimization, Team Management, Investments, Retirement Planning, Asset Managment, Retirement, 401k, Strategic Financial..., Estate Planning, Financial Analysis, Asset Allocation, Series 7, Mutual Funds, Wealth Management, Series 63, Financial Planners, Finance, Financial Planning, Asset Management
Education
CFA Institute 2001 — 2016
CFA, Investments and Securities
College Of Financial Planning 1996 — 2014
CFP, Financial Planning and Services
Golden Gate University 1991 — 1995
M.B.A., In a finance with an emphasis in financial planning
Loma Linda University 1985 — 1987
B.B.A, Management
Mountain View Academy 1978 — 1982
H.S. Diploma, College Preparation
Carmichael Adventist Church October 2003 - Present
Farmers Insurance District Office 39 June 2011 - March 2012
H & R Blook December 2010 - April 2011
Financial Advocates January 2008 - April 2010
SMITH MOTTINI FINANCIAL ADVISORS, Roseville, California November 2008 - January 2009
SECURIAN FINANCIAL SERVICES, INC. January 2008 - October 2008
Signature Investors Inc. March 2007 - October 2007
NEW ENGLAND FINANCIAL November 2005 - February 2007
E*TRADE Financial August 2002 - August 2005
CHARLES SCHWAB & COMPANY August 1999 - December 2001
Skills
Portfolio Management, Portfolio Optimization, Team Management, Investments, Retirement Planning, Asset Managment, Retirement, 401k, Strategic Financial..., Estate Planning, Financial Analysis, Asset Allocation, Series 7, Mutual Funds, Wealth Management, Series 63, Financial Planners, Finance, Financial Planning, Asset Management
Education
CFA Institute 2001 — 2016
CFA, Investments and Securities
College Of Financial Planning 1996 — 2014
CFP, Financial Planning and Services
Golden Gate University 1991 — 1995
M.B.A., In a finance with an emphasis in financial planning
Loma Linda University 1985 — 1987
B.B.A, Management
Mountain View Academy 1978 — 1982
H.S. Diploma, College Preparation
Karen Rosen's New England Financial Experience December 2010 - June 2011
Job doing nothing and loving it!
Industry Marketing and Advertising
Experience
New England Financial December 2010 - June 2011
Bankers Life and Casualty April 2008 - May 2009
AARP April 1992 - July 2005
Hachette 1980 - 1991
Skills
Retirement Planning, Retirement, Life Insurance, Forecasting, Mutual Funds, Series 63, Employee Benefits, Advertising, Fixed Annuities, Strategic Planning, Strategic Financial..., Insurance
Education
Hofstra University
BAs, Psychology & Special Education
New England Financial December 2010 - June 2011
Bankers Life and Casualty April 2008 - May 2009
AARP April 1992 - July 2005
Hachette 1980 - 1991
Skills
Retirement Planning, Retirement, Life Insurance, Forecasting, Mutual Funds, Series 63, Employee Benefits, Advertising, Fixed Annuities, Strategic Planning, Strategic Financial..., Insurance
Education
Hofstra University
BAs, Psychology & Special Education
Matthieu Tuvignon Matthieu Tuvignon's New England Financial Experience April 2009 - August 2010
Job SaaS Business Application Sales Professional
Industry Computer Software
Experience
UpMo May 2012 - Present
Workday July 2011 - April 2012
Merrill Lynch July 2010 - July 2011
New England Financial April 2009 - August 2010
Perfect World Entertainment, Inc. March 2010 - July 2010
Ameriprise Financial Services, Inc. February 2008 - April 2009
Géant February 2007 - June 2007
Lavanda Restaurant and Wine Bar November 2005 - June 2006
Continental Book Company May 2003 - August 2004
Crédit Agricole July 2001 - September 2001
Skills
French, Fluent English, Financial Planning, Retirement Income..., Wealth Accumulation, 401 K Rollovers, IRA's, Roth IRA, Whole Life, Term Life Insurance, 529 Plans, Rollovers, Annuity, ERP, Cold Calling, Bilingual, Polyglot, SaaS, Force.com, Salesforce.com, Jigsaw, Morningstar, Siebel, SFDC, Lead Generation, Objection Handling, Value-based Selling, Referral Generation, HRIS, Skype, MS Office Suite, Windows 7, Series 7, Series 66, Health Insurance, US GAAP, Accounting, Accounts Payable, Accounts Receivable
Education
Karlstad University 2004 — 2005
MBA, International Service Management & Service Marketing Major
Groupe Ecole supérieure de Commerce de Dijon-Bourgogne 2001 — 2003
BS, Business Administration
Prépa Bellevue 1999 — 2001
Lycee Jules Vernes 1995 — 1998
High School
College Michel Vignaud 1992 — 1996
UpMo May 2012 - Present
Workday July 2011 - April 2012
Merrill Lynch July 2010 - July 2011
New England Financial April 2009 - August 2010
Perfect World Entertainment, Inc. March 2010 - July 2010
Ameriprise Financial Services, Inc. February 2008 - April 2009
Géant February 2007 - June 2007
Lavanda Restaurant and Wine Bar November 2005 - June 2006
Continental Book Company May 2003 - August 2004
Crédit Agricole July 2001 - September 2001
Skills
French, Fluent English, Financial Planning, Retirement Income..., Wealth Accumulation, 401 K Rollovers, IRA's, Roth IRA, Whole Life, Term Life Insurance, 529 Plans, Rollovers, Annuity, ERP, Cold Calling, Bilingual, Polyglot, SaaS, Force.com, Salesforce.com, Jigsaw, Morningstar, Siebel, SFDC, Lead Generation, Objection Handling, Value-based Selling, Referral Generation, HRIS, Skype, MS Office Suite, Windows 7, Series 7, Series 66, Health Insurance, US GAAP, Accounting, Accounts Payable, Accounts Receivable
Education
Karlstad University 2004 — 2005
MBA, International Service Management & Service Marketing Major
Groupe Ecole supérieure de Commerce de Dijon-Bourgogne 2001 — 2003
BS, Business Administration
Prépa Bellevue 1999 — 2001
Lycee Jules Vernes 1995 — 1998
High School
College Michel Vignaud 1992 — 1996
Jonathan I Yoon Jonathan I Yoon's New England Financial Experience 2002 - 2009
Job Nationwide
Industry Financial Services
Experience
Nationwide Financial May 2013 - Present
Samsung Life Insurance February 2009 - April 2013
New England Financial 2002 - 2009
Deutsche Bank Securities 2001 - 2001
PwC Consulting 1999 - 2000
Korea Development Bank 1995 - 1999
Eighth US Army April 1995 - July 1997
Skills
Risk Management, Insurance, Strategy, Portfolio Management, Strategic Planning, Strategic Financial..., Finance, Investments, Mutual Funds, Asset Management, Financial Services, Financial Modeling, Wealth Management, Corporate Finance
Education
INSEAD 2002 — 2002
Exchange Program
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
Yonsei University 1991 — 1995
BA, Business Administration and Management, General
Nationwide Financial May 2013 - Present
Samsung Life Insurance February 2009 - April 2013
New England Financial 2002 - 2009
Deutsche Bank Securities 2001 - 2001
PwC Consulting 1999 - 2000
Korea Development Bank 1995 - 1999
Eighth US Army April 1995 - July 1997
Skills
Risk Management, Insurance, Strategy, Portfolio Management, Strategic Planning, Strategic Financial..., Finance, Investments, Mutual Funds, Asset Management, Financial Services, Financial Modeling, Wealth Management, Corporate Finance
Education
INSEAD 2002 — 2002
Exchange Program
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
Yonsei University 1991 — 1995
BA, Business Administration and Management, General
Larry Rittberg Larry Rittberg's New England Financial Experience 2006 - Present
Job Owner, Tax & Financial Services
Industry Accounting
Experience
New England Financial 2006 - Present
Tax & Financial Services January 1989 - Present
BNI 2004 - 2009
Glendale Police Dept 1979 - 2009
Skills
Enrolled Agent
Education
Lakeland College 1986 — 1988
Bachelor of Science, Accounting
Shorewood High School
New England Financial 2006 - Present
Tax & Financial Services January 1989 - Present
BNI 2004 - 2009
Glendale Police Dept 1979 - 2009
Skills
Enrolled Agent
Education
Lakeland College 1986 — 1988
Bachelor of Science, Accounting
Shorewood High School
Joel Stauring Joel Stauring's New England Financial Experience 2002 - 2002
Job Manager at Hometown Payroll Services
Industry Accounting
Experience
Hometown Payroll Services July 2015 - Present
Cunningham Stauring & Associates January 2011 - Present
Multiman Consulting July 2004 - Present
Mountain View District January 2010 - June 2015
Stephen Cunningham, CPA August 2008 - December 2010
Legend Group October 2005 - September 2009
Liberty Tax Service 2008 - 2008
Bank of Hawaii November 1996 - June 2004
New England Financial 2002 - 2002
Petland January 1994 - December 1998
Skills
Strategic Planning, Strategic Financial..., Retirement Planning, Insurance, Small Business, Budgets, Financial Analysis, Public Speaking, Finance, Accounting, QuickBooks, Leadership, Management
Education
Hawaii Pacific University 2002 — 2004
MBA
Hawaii Pacific University 1998 — 2002
BA
Hometown Payroll Services July 2015 - Present
Cunningham Stauring & Associates January 2011 - Present
Multiman Consulting July 2004 - Present
Mountain View District January 2010 - June 2015
Stephen Cunningham, CPA August 2008 - December 2010
Legend Group October 2005 - September 2009
Liberty Tax Service 2008 - 2008
Bank of Hawaii November 1996 - June 2004
New England Financial 2002 - 2002
Petland January 1994 - December 1998
Skills
Strategic Planning, Strategic Financial..., Retirement Planning, Insurance, Small Business, Budgets, Financial Analysis, Public Speaking, Finance, Accounting, QuickBooks, Leadership, Management
Education
Hawaii Pacific University 2002 — 2004
MBA
Hawaii Pacific University 1998 — 2002
BA
Lauren Charamut Lauren Charamut's New England Financial Experience June 2012 - September 2014
Job Office Services Coordinator II at HAI Group
Industry International Trade and Development
Experience
HAI Group September 2014 - Present
Gift of Adoption Fund March 2014 - June 2015
New England Financial June 2012 - September 2014
Keene State College February 2012 - May 2012
Keene State College April 2011 - August 2011
Keene State College September 2010 - May 2011
Skills
Public Speaking, Qualitative Research, Community Outreach, SPSS, Research, Student Development, Fundraising, Critical Thinking, Quantitative Research, Adobe Acrobat, Illustrator, Tutoring, Student Affairs, Teaching, Higher Education, Residence Life, Facebook, Microsoft Excel, Interviews, Microsoft Office, PowerPoint, Academic Advising, Licensed Life & Health..., Leadership, Marketing, Data Entry, Social Networking, Nonprofits
Education
Keene State College 2008 — 2012
BA, Sociology, 3.5
York St John University. York, UK 2011 — 2011
History
Rocky Hill High School 2003 — 2008
HAI Group September 2014 - Present
Gift of Adoption Fund March 2014 - June 2015
New England Financial June 2012 - September 2014
Keene State College February 2012 - May 2012
Keene State College April 2011 - August 2011
Keene State College September 2010 - May 2011
Skills
Public Speaking, Qualitative Research, Community Outreach, SPSS, Research, Student Development, Fundraising, Critical Thinking, Quantitative Research, Adobe Acrobat, Illustrator, Tutoring, Student Affairs, Teaching, Higher Education, Residence Life, Facebook, Microsoft Excel, Interviews, Microsoft Office, PowerPoint, Academic Advising, Licensed Life & Health..., Leadership, Marketing, Data Entry, Social Networking, Nonprofits
Education
Keene State College 2008 — 2012
BA, Sociology, 3.5
York St John University. York, UK 2011 — 2011
History
Rocky Hill High School 2003 — 2008
William Pluckhahn William Pluckhahn's New England Financial Experience February 1985 - December 1985
Job VP eCommunications at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management January 2001 - Present
The House of the Hale Street 7 January 1993 - Present
MFS Investment Management June 1992 - December 2000
MFS Investment Management September 1987 - May 1992
Colonial Mutual Funds December 1985 - September 1987
New England Financial February 1985 - December 1985
Northwestern Mutual Life 1978 - 1984
Skills
Financial Services, Email Marketing, Marketing Communications, Social Media, Social Media Marketing, Project Management, Twitter, Account Management, Integrated Marketing, Marketing Strategy, Market Research, Digital Marketing, Direct Marketing, Marketing, Digital Strategy, CRM, Competitive Analysis, Salesforce.com, Product Management, Business Development, Strategic Planning, New Business Development, Strategic Partnerships, Lead Generation, Strategy, Start-ups, Online Marketing, Online Advertising, Brand Development, Separately Managed...
Education
Harvard University Extension 1985 — 1987
n/a, History, Political Science
University of Wisconsin-Madison
Bachelor of Arts, Economics, History
Shorewood High School 1966 — 1972
MFS Investment Management January 2001 - Present
The House of the Hale Street 7 January 1993 - Present
MFS Investment Management June 1992 - December 2000
MFS Investment Management September 1987 - May 1992
Colonial Mutual Funds December 1985 - September 1987
New England Financial February 1985 - December 1985
Northwestern Mutual Life 1978 - 1984
Skills
Financial Services, Email Marketing, Marketing Communications, Social Media, Social Media Marketing, Project Management, Twitter, Account Management, Integrated Marketing, Marketing Strategy, Market Research, Digital Marketing, Direct Marketing, Marketing, Digital Strategy, CRM, Competitive Analysis, Salesforce.com, Product Management, Business Development, Strategic Planning, New Business Development, Strategic Partnerships, Lead Generation, Strategy, Start-ups, Online Marketing, Online Advertising, Brand Development, Separately Managed...
Education
Harvard University Extension 1985 — 1987
n/a, History, Political Science
University of Wisconsin-Madison
Bachelor of Arts, Economics, History
Shorewood High School 1966 — 1972
Brian Sweatt Brian Sweatt's New England Financial Experience July 1983 - December 1997
Job Partner, Financial Advisor, RJFS at Sweatt & Walters Investment and Insurance Advisors, An Independent Firm
Industry Financial Services
Experience
Sweatt & Walters Investment and Insurance Advisors, An Independent Firm October 1985 - Present
New England Financial July 1983 - December 1997
Skills
Health Insurance, Investments, Life Insurance, Disability Insurance
Education
Kean University 1976 — 1978
Governor Livingston Regional High School 1969 — 1973
Sweatt & Walters Investment and Insurance Advisors, An Independent Firm October 1985 - Present
New England Financial July 1983 - December 1997
Skills
Health Insurance, Investments, Life Insurance, Disability Insurance
Education
Kean University 1976 — 1978
Governor Livingston Regional High School 1969 — 1973
Charles Powers Charles Powers's New England Financial Experience September 1973 - April 1983
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirment Solutions June 1993 - Present
Mutual Benefit Group 1983 - 1989
New England Financial September 1973 - April 1983
Skills
Series 6, 401k, Investments, Fixed Annuities, Series 63, Retirement, Defined Benefit, Series 7, Mutual Funds, Employee Benefits, Retirement Plan..., Retirement Planning
Education
King's College
BS, Management
Transamerica Retirment Solutions June 1993 - Present
Mutual Benefit Group 1983 - 1989
New England Financial September 1973 - April 1983
Skills
Series 6, 401k, Investments, Fixed Annuities, Series 63, Retirement, Defined Benefit, Series 7, Mutual Funds, Employee Benefits, Retirement Plan..., Retirement Planning
Education
King's College
BS, Management
Brooke Graham's New England Financial Experience May 2003 - May 2004
Job Owner at Burns Insurance Associates
Industry Insurance
Experience
Burns Insurance Associates July 2004 - Present
New England Financial May 2003 - May 2004
Skills
Health Insurance, Insurance, Disability Insurance, Customer Service, Commercial Insurance, Life Insurance, Property & Casualty..., Underwriting, Management, Commercial Lines, Marketing, Risk Management
Education
Georgia Southern University - College of Business Administration 1999 — 2003
Bachelor of Business Administration, Finance
Georgia Southern University - College of Business Administration 1999 — 2003
Finance
Burns Insurance Associates July 2004 - Present
New England Financial May 2003 - May 2004
Skills
Health Insurance, Insurance, Disability Insurance, Customer Service, Commercial Insurance, Life Insurance, Property & Casualty..., Underwriting, Management, Commercial Lines, Marketing, Risk Management
Education
Georgia Southern University - College of Business Administration 1999 — 2003
Bachelor of Business Administration, Finance
Georgia Southern University - College of Business Administration 1999 — 2003
Finance
Dana Sanders's New England Financial Experience 2010 - Present
Job Financial Representative at New England Financial
Industry Financial Services
Experience
New England Financial 2010 - Present
Education
Grambling State University 1995 — 2000
BS, Business Management
New England Financial 2010 - Present
Education
Grambling State University 1995 — 2000
BS, Business Management
Anastasia Sennott Anastasia Sennott's New England Financial Experience 1998 - 2000
Job Senior Manager, Market Research & Analytics, Fannie Mae
Industry Marketing and Advertising
Experience
Fannie Mae January 2011 - Present
Bluestone Process Dynamics, LLC. August 2010 - January 2011
Sentrust Mortgage, LLC October 2002 - July 2010
Thomson Financial August 2000 - September 2002
New England Financial 1998 - 2000
Europ Assistance 1997 - 1998
Skills
Market Research, Email Marketing, Analytics, Product Management, Marketing Strategy, CRM, Strategy, Cross-functional Team..., Integrated Marketing, Marketing Management, Business Development, Strategic Partnerships, Social Media Marketing, Account Management, Project Management, Corporate Communications, Sales, Marketing Communications, Segmentation, Salesforce.com, Marketing, Sales Operations, Management, Marketing Research
Education
The University of Georgia 2013 — 2013
Principles of Marketing Research Certificate
Illinois State University 1995 — 1997
MBA, Marketing, International Business
Illinois Wesleyan University 1992 — 1994
BS, Business Administration/Marketing
Государственный Университет Управления (ГУУ) 1990 — 1992
Fannie Mae January 2011 - Present
Bluestone Process Dynamics, LLC. August 2010 - January 2011
Sentrust Mortgage, LLC October 2002 - July 2010
Thomson Financial August 2000 - September 2002
New England Financial 1998 - 2000
Europ Assistance 1997 - 1998
Skills
Market Research, Email Marketing, Analytics, Product Management, Marketing Strategy, CRM, Strategy, Cross-functional Team..., Integrated Marketing, Marketing Management, Business Development, Strategic Partnerships, Social Media Marketing, Account Management, Project Management, Corporate Communications, Sales, Marketing Communications, Segmentation, Salesforce.com, Marketing, Sales Operations, Management, Marketing Research
Education
The University of Georgia 2013 — 2013
Principles of Marketing Research Certificate
Illinois State University 1995 — 1997
MBA, Marketing, International Business
Illinois Wesleyan University 1992 — 1994
BS, Business Administration/Marketing
Государственный Университет Управления (ГУУ) 1990 — 1992
Jody Donohue, APR's New England Financial Experience May 1997 - February 2000
Job Communications Manager at Ceva
Industry Marketing and Advertising
Experience
CEVA SANTE ANIMALE April 2013 - Present
Agropinion April 2009 - Present
DL Cattle Ranch July 1993 - Present
Greater Kansas City Chapter - Public Relations Society of America January 2013 - December 2013
Livestock Marketing Association March 2012 - April 2013
DEMDACO January 2011 - January 2012
Commerce Bank August 2003 - January 2011
Commerce Bank February 2000 - August 2003
New England Financial May 1997 - February 2000
Grove Oklahoma Chamber of Commerce December 1994 - May 1997
Skills
Brand Management, Marketing Communications, Public Relations, Strategic Planning, Marketing, Marketing Strategy, Project Management, Direct Marketing, Social Media, Event Planning, Advertising, Social Media Marketing, Media Relations, Corporate Communications, Blogging, CRM, Entrepreneurship, Leadership, Event Management, Sales, B2B, Management, Trade Shows, SEO, Strategy, Product Development, Facebook, Market Planning, Budgets
Education
Kansas State University 1991 — 1993
Bachelor of Science, Agricultural Journalism
Coffeyville Community College 1989 — 1991
AA, Journalism & Agriculture
CEVA SANTE ANIMALE April 2013 - Present
Agropinion April 2009 - Present
DL Cattle Ranch July 1993 - Present
Greater Kansas City Chapter - Public Relations Society of America January 2013 - December 2013
Livestock Marketing Association March 2012 - April 2013
DEMDACO January 2011 - January 2012
Commerce Bank August 2003 - January 2011
Commerce Bank February 2000 - August 2003
New England Financial May 1997 - February 2000
Grove Oklahoma Chamber of Commerce December 1994 - May 1997
Skills
Brand Management, Marketing Communications, Public Relations, Strategic Planning, Marketing, Marketing Strategy, Project Management, Direct Marketing, Social Media, Event Planning, Advertising, Social Media Marketing, Media Relations, Corporate Communications, Blogging, CRM, Entrepreneurship, Leadership, Event Management, Sales, B2B, Management, Trade Shows, SEO, Strategy, Product Development, Facebook, Market Planning, Budgets
Education
Kansas State University 1991 — 1993
Bachelor of Science, Agricultural Journalism
Coffeyville Community College 1989 — 1991
AA, Journalism & Agriculture
Max Duy Man Trieu Max Duy Man Trieu's New England Financial Experience August 2009 - Present
Job Financial Representative at New England Financial
Industry Marketing and Advertising
Experience
New England Financial August 2009 - Present
World Leadership Group November 2002 - March 2008
QuikTrip December 2006 - June 2007
UPS July 2001 - December 2006
Education
Kennesaw State University - Michael J. Coles College of Business 2008 — 2009
bacholar administration, management
Georgia State University 2002 — 2007
Associate, business
New England Financial August 2009 - Present
World Leadership Group November 2002 - March 2008
QuikTrip December 2006 - June 2007
UPS July 2001 - December 2006
Education
Kennesaw State University - Michael J. Coles College of Business 2008 — 2009
bacholar administration, management
Georgia State University 2002 — 2007
Associate, business
John Mannaioni John Mannaioni's New England Financial Experience October 2006 - September 2009
Job Production Coordinator, IT Division at Advanced Technology Services, Inc.
Industry Information Technology and Services
Experience
Advanced Technology Services January 2012 - Present
Western & Southern Life August 2010 - November 2011
State Farm October 2009 - July 2010
New England Financial October 2006 - September 2009
Traders Insurance Agency April 2004 - August 2006
Safeco Insurance February 1992 - October 2003
Skills
CRM, Insurance, Sales, Customer Service, Negotiation, Networking, Marketing, Account Management, Coaching, Operations Management, Start-ups, Team Building, Process Improvement, Training, Team Leadership, Customer Satisfaction, Analysis, Client Relationship..., Time Management, Strategic Planning, Recruiting, Leadership Development, Sales Management, Lead Generation, Client Retention, Public Speaking, Program Management, New Business Development, Process Efficiencies, Problem Solving, Word, Microsoft Office, Excel, Supervisory Skills, Six Sigma, Leadership, Microsoft Excel, Microsoft Word
Education
Illinois State University 1981 — 1985
Bachelors of Science, Business Administration
Advanced Technology Services January 2012 - Present
Western & Southern Life August 2010 - November 2011
State Farm October 2009 - July 2010
New England Financial October 2006 - September 2009
Traders Insurance Agency April 2004 - August 2006
Safeco Insurance February 1992 - October 2003
Skills
CRM, Insurance, Sales, Customer Service, Negotiation, Networking, Marketing, Account Management, Coaching, Operations Management, Start-ups, Team Building, Process Improvement, Training, Team Leadership, Customer Satisfaction, Analysis, Client Relationship..., Time Management, Strategic Planning, Recruiting, Leadership Development, Sales Management, Lead Generation, Client Retention, Public Speaking, Program Management, New Business Development, Process Efficiencies, Problem Solving, Word, Microsoft Office, Excel, Supervisory Skills, Six Sigma, Leadership, Microsoft Excel, Microsoft Word
Education
Illinois State University 1981 — 1985
Bachelors of Science, Business Administration
Cristina Spano's New England Financial Experience May 2014 - July 2014
Job
Industry Consumer Services
Experience
Sole Proprietorship November 2010 - Present
New England Financial May 2014 - July 2014
Nova italia January 2012 - July 2012
Education
Lake Forest College 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration/Finance
Sole Proprietorship November 2010 - Present
New England Financial May 2014 - July 2014
Nova italia January 2012 - July 2012
Education
Lake Forest College 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration/Finance
Patricia Carroll's New England Financial Experience December 2004 - September 2006
Job Consultant Relations at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors December 2012 - Present
SSgA February 2012 - December 2012
State Street Global Advisors July 2010 - February 2012
Wells Fargo Advisors September 2006 - July 2010
New England Financial December 2004 - September 2006
Skills
Series 63, Series 7, Microsoft Office, Risk Management, Investments, Valuation, Relationship Management, Financial Services, Financial Analysis, Investment Strategies, Financial Modeling, FINRA, Strategic Financial..., Capital Markets, Financial Markets, Equities
Education
Fordham University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, Marketing
State Street Global Advisors December 2012 - Present
SSgA February 2012 - December 2012
State Street Global Advisors July 2010 - February 2012
Wells Fargo Advisors September 2006 - July 2010
New England Financial December 2004 - September 2006
Skills
Series 63, Series 7, Microsoft Office, Risk Management, Investments, Valuation, Relationship Management, Financial Services, Financial Analysis, Investment Strategies, Financial Modeling, FINRA, Strategic Financial..., Capital Markets, Financial Markets, Equities
Education
Fordham University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, Marketing
Mark Modzeleski's New England Financial Experience January 2004 - April 2011
Job Financial Services Representative at MetLife Premier Client Group of Upstate New York
Industry Financial Services
Experience
G2, LLC January 2013 - Present
The Voss Group January 2008 - Present
MetLife Premier Client Group of Upstate NY January 1999 - Present
New England Financial January 2004 - April 2011
Education
LEAD NY - Cornell University 2013 — 2015
LeadNY Class 15
Gordon College 1992 — 1995
BA, Psychology
Corporation for Long Term Care
Certified Long Term Care (CLTC)
Institute of Business and Finance
Certified Funds Specialist (CFS)
G2, LLC January 2013 - Present
The Voss Group January 2008 - Present
MetLife Premier Client Group of Upstate NY January 1999 - Present
New England Financial January 2004 - April 2011
Education
LEAD NY - Cornell University 2013 — 2015
LeadNY Class 15
Gordon College 1992 — 1995
BA, Psychology
Corporation for Long Term Care
Certified Long Term Care (CLTC)
Institute of Business and Finance
Certified Funds Specialist (CFS)
John N. Baker, Jr.'s New England Financial Experience June 2010 - December 2012
Job Project/ Program Manager, International Supply Chain Expert for Technology Products
Industry Information Technology and Services
Experience
John Baker & Associates April 2007 - Present
New England Financial June 2010 - December 2012
IBM Global Services April 1996 - April 2001
Xerox Corporation June 1984 - June 1994
Skills
Management Consulting, Problem Solving, Business Process, Planning, Program Management, Risk Management, Executive Management, Strategic Planning, Strategic Partnerships, Business Analysis, PMP, Business Process..., Project Planning, Project Management, Management, Cross-functional Team..., Leadership, Strategy, Forecasting, Operations Management, CRM, Start-ups, Logistics, Change Management, Business Planning, Negotiation, Vendor Management, Business Strategy, Entrepreneurship, Supply Chain Management, Training, Performance Management, Mergers & Acquisitions, Team Leadership, Contract Negotiation, Supply Chain, Customer Service, New Business Development, Inventory Management, Competitive Analysis, Budgets, Asset Management, Analysis, Product Management, Team Building, Business Development, Process Improvement, Finance, Sales Operations, Consulting
Education
Harvard Business School 1982 — 1984
Master of Business Administration (MBA), Information Technology
DePaul University 1972 — 1977
B.S., Accounting
John Baker & Associates April 2007 - Present
New England Financial June 2010 - December 2012
IBM Global Services April 1996 - April 2001
Xerox Corporation June 1984 - June 1994
Skills
Management Consulting, Problem Solving, Business Process, Planning, Program Management, Risk Management, Executive Management, Strategic Planning, Strategic Partnerships, Business Analysis, PMP, Business Process..., Project Planning, Project Management, Management, Cross-functional Team..., Leadership, Strategy, Forecasting, Operations Management, CRM, Start-ups, Logistics, Change Management, Business Planning, Negotiation, Vendor Management, Business Strategy, Entrepreneurship, Supply Chain Management, Training, Performance Management, Mergers & Acquisitions, Team Leadership, Contract Negotiation, Supply Chain, Customer Service, New Business Development, Inventory Management, Competitive Analysis, Budgets, Asset Management, Analysis, Product Management, Team Building, Business Development, Process Improvement, Finance, Sales Operations, Consulting
Education
Harvard Business School 1982 — 1984
Master of Business Administration (MBA), Information Technology
DePaul University 1972 — 1977
B.S., Accounting
Pam Pennington's New England Financial Experience March 2000 - June 2005
Job Recruitment Specialist for Airbus Americas North America
Industry Human Resources
Experience
Airbus Americas North America November 2012 - Present
Friends University June 2006 - October 2010
New England Financial March 2000 - June 2005
Friends University June 1998 - February 2000
Friends University 1992 - 1999
Skills
SPHR, Recruiting, Onboarding, Human Resources, Talent Acquisition, College Recruiting, Applicant Tracking..., Employee Relations, Employee Benefits, Marketing, Employee Engagement, Talent Management, Deferred Compensation, Performance Management, Management, Benefits Administration, Personnel Management, Staff Development, Non-profits, Succession Planning, Leadership Development, Organizational..., Leadership, Nonprofits, Sourcing, Strategy, Interviews, New Hire Orientations, Resume Writing, Training, HR Consulting, Technical Recruiting, HR Policies, Career Counseling, Internet Recruiting, Employee Training, Temporary Placement
Education
Friends University
Master of Science, in Management
Friends University
Bachelor of Science, Human Resources Management
Airbus Americas North America November 2012 - Present
Friends University June 2006 - October 2010
New England Financial March 2000 - June 2005
Friends University June 1998 - February 2000
Friends University 1992 - 1999
Skills
SPHR, Recruiting, Onboarding, Human Resources, Talent Acquisition, College Recruiting, Applicant Tracking..., Employee Relations, Employee Benefits, Marketing, Employee Engagement, Talent Management, Deferred Compensation, Performance Management, Management, Benefits Administration, Personnel Management, Staff Development, Non-profits, Succession Planning, Leadership Development, Organizational..., Leadership, Nonprofits, Sourcing, Strategy, Interviews, New Hire Orientations, Resume Writing, Training, HR Consulting, Technical Recruiting, HR Policies, Career Counseling, Internet Recruiting, Employee Training, Temporary Placement
Education
Friends University
Master of Science, in Management
Friends University
Bachelor of Science, Human Resources Management
James M. Warren's New England Financial Experience October 2007 - October 2010
Job Financial Advisor at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group October 2010 - Present
New England Financial October 2007 - October 2010
Merrill Lynch October 2006 - October 2007
Swirk Jewelry January 2003 - October 2006
Skills
Wealth Accumulation, Wealth Transfer, Wealth Preservation..., Investment Strategies, Disability Insurance, Group Benefits, Health Insurance, Long Term Care, Roth IRA, Retirement, Investments, Insurance, Financial Services, Long Term Care Insurance, Securities
Education
Kansas State University 1997 — 2002
Bachelors's Degree, History
MassMutual Financial Group October 2010 - Present
New England Financial October 2007 - October 2010
Merrill Lynch October 2006 - October 2007
Swirk Jewelry January 2003 - October 2006
Skills
Wealth Accumulation, Wealth Transfer, Wealth Preservation..., Investment Strategies, Disability Insurance, Group Benefits, Health Insurance, Long Term Care, Roth IRA, Retirement, Investments, Insurance, Financial Services, Long Term Care Insurance, Securities
Education
Kansas State University 1997 — 2002
Bachelors's Degree, History
Alexis Belk's New England Financial Experience 2004 - 2006
Job Physical Therapist Assistant
Industry Health, Wellness and Fitness
Experience
Synergy Care, Inc. June 2015 - Present
CoStar Group September 2009 - January 2012
Texas Workforce Commission March 2007 - June 2008
Lauterstein Conway Massage School September 2006 - March 2007
New England Financial 2004 - 2006
Skills
Public Speaking, Social Media, Social Networking, Research, Public Relations, Technical Writing, Marketing, Training
Education
Houston Community College 2013 — 2015
Associate's Degree, Physical Therapy/Therapist Assistant
The University of Texas at Austin 2000 — 2004
BS, Advertising, Spanish
Danbury High School
Synergy Care, Inc. June 2015 - Present
CoStar Group September 2009 - January 2012
Texas Workforce Commission March 2007 - June 2008
Lauterstein Conway Massage School September 2006 - March 2007
New England Financial 2004 - 2006
Skills
Public Speaking, Social Media, Social Networking, Research, Public Relations, Technical Writing, Marketing, Training
Education
Houston Community College 2013 — 2015
Associate's Degree, Physical Therapy/Therapist Assistant
The University of Texas at Austin 2000 — 2004
BS, Advertising, Spanish
Danbury High School
Grady Trumble, LUTCF's New England Financial Experience February 2012 - July 2014
Job Financial Advisor, CUSO Financial Services, L.P. at Credit Union of America
Industry Financial Services
Experience
Credit Union of America March 2015 - Present
CoreNorth Capital Planning July 2014 - February 2015
New England Financial February 2012 - July 2014
HighPointe Financial Group April 2007 - January 2012
Sprint 2001 - 2007
Skills
Finance, Retirement Planning, Securities, Investments, Retirement, Mutual Funds, Estate Planning, Insurance, Fixed Annuities, Disability Insurance
Education
Kansas State University 1996 — 2001
Bachelor of Science, Finance
Credit Union of America March 2015 - Present
CoreNorth Capital Planning July 2014 - February 2015
New England Financial February 2012 - July 2014
HighPointe Financial Group April 2007 - January 2012
Sprint 2001 - 2007
Skills
Finance, Retirement Planning, Securities, Investments, Retirement, Mutual Funds, Estate Planning, Insurance, Fixed Annuities, Disability Insurance
Education
Kansas State University 1996 — 2001
Bachelor of Science, Finance
Jill Walter Jill Walter's New England Financial Experience 2001 - 2004
Job Project Accountant
Industry Accounting
Experience
Kansas Bioscience Authority May 2011 - July 2015
Archer Technologies / RSA March 2010 - April 2011
ERIC MOEDER CPA & ASSOCIATES November 2009 - March 2010
CBIZ Mayer Hoffman McCann P.C November 2008 - April 2009
Bridges & Yallaly CPAS PA January 2004 - January 2008
New England Financial 2001 - 2004
Skills
Depreciation, General Ledger, Microsoft Excel, Accounting, Asset Managment, Financial Reporting, Financial Analysis, QuickBooks, SAP, Peachtree, GreatPlains, Operating Budgets, Project Planning, Construction Accounting, Financial Audits, Invoicing, Strategic Planning, Office Management, Web Applications, Website Development, Employee Benefits, Federal Grants..., Cost Accounting
Education
University of Kansas 2000 — 2004
Bachelor of Science, Accounting & Computer Information Systems
University of Kansas - Graduate School of Business 2000 — 2004
Accounting & Information Systems, Business & Psychology
Shawnee Mission Northwest 1992 — 1996
High School Degree, General
Johnson County Community College
Johnson County Community College
Kansas Bioscience Authority May 2011 - July 2015
Archer Technologies / RSA March 2010 - April 2011
ERIC MOEDER CPA & ASSOCIATES November 2009 - March 2010
CBIZ Mayer Hoffman McCann P.C November 2008 - April 2009
Bridges & Yallaly CPAS PA January 2004 - January 2008
New England Financial 2001 - 2004
Skills
Depreciation, General Ledger, Microsoft Excel, Accounting, Asset Managment, Financial Reporting, Financial Analysis, QuickBooks, SAP, Peachtree, GreatPlains, Operating Budgets, Project Planning, Construction Accounting, Financial Audits, Invoicing, Strategic Planning, Office Management, Web Applications, Website Development, Employee Benefits, Federal Grants..., Cost Accounting
Education
University of Kansas 2000 — 2004
Bachelor of Science, Accounting & Computer Information Systems
University of Kansas - Graduate School of Business 2000 — 2004
Accounting & Information Systems, Business & Psychology
Shawnee Mission Northwest 1992 — 1996
High School Degree, General
Johnson County Community College
Johnson County Community College
S.A. Haenig CPCU, CRM, CIC, LUTCF, CPIA S.A. Haenig CPCU, CRM, CIC, LUTCF, CPIA's New England Financial Experience 1999 - 2000
Job Business Development, Sales & Marketing Strategist
Industry Insurance
Experience
Business Development, Sales & Marketing Strategist 2011 - Present
The Sullivan Group January 2008 - December 2010
HSB 2006 - 2008
HSB 2004 - 2006
Progressive 2003 - 2004
AON 2001 - 2002
Capitol Consulting 2000 - 2001
New England Financial 1999 - 2000
Haenig Agency 1988 - 1998
TWA 1986 - 1988
Skills
Team Building, Strategic Planning, Marketing, Insurance, Program Management, New Business Development, Underwriting, Customer Service, Management, Risk Management, Leadership, Negotiation, Public Speaking, Partnerships, Account Management, Property & Casualty..., Commercial Insurance, Reinsurance, Legal Liability, Business Development, Employee Benefits, Liability, Strategy, Claim, General Insurance, Inland Marine, Health Insurance, Workers Compensation, Employment Practices..., Sales, Small Business, Term Life Insurance, Professional Liability, Start-ups, Accounting, Customer Retention, E&O, Insurance Brokerage, Life Insurance, Excess, Claims Management, Homeowners, Casualty, Liability Analysis, Fiduciary, Directors & Officers..., Surety Bonds, Commercial Lines, Financial Analysis, Nonprofits
Education
Bethel Park
Kent State University
BBA, Finance
Kent State University
Business Development, Sales & Marketing Strategist 2011 - Present
The Sullivan Group January 2008 - December 2010
HSB 2006 - 2008
HSB 2004 - 2006
Progressive 2003 - 2004
AON 2001 - 2002
Capitol Consulting 2000 - 2001
New England Financial 1999 - 2000
Haenig Agency 1988 - 1998
TWA 1986 - 1988
Skills
Team Building, Strategic Planning, Marketing, Insurance, Program Management, New Business Development, Underwriting, Customer Service, Management, Risk Management, Leadership, Negotiation, Public Speaking, Partnerships, Account Management, Property & Casualty..., Commercial Insurance, Reinsurance, Legal Liability, Business Development, Employee Benefits, Liability, Strategy, Claim, General Insurance, Inland Marine, Health Insurance, Workers Compensation, Employment Practices..., Sales, Small Business, Term Life Insurance, Professional Liability, Start-ups, Accounting, Customer Retention, E&O, Insurance Brokerage, Life Insurance, Excess, Claims Management, Homeowners, Casualty, Liability Analysis, Fiduciary, Directors & Officers..., Surety Bonds, Commercial Lines, Financial Analysis, Nonprofits
Education
Bethel Park
Kent State University
BBA, Finance
Kent State University
Kevin Krabel Kevin Krabel's New England Financial Experience 2003 - 2004
Job Human Capital Management Consultant
Industry Human Resources
Experience
ADP January 2014 - Present
Panther Global Group November 2010 - January 2014
Medix Staffing Solutions, Inc. January 2008 - October 2010
Medix Staffing Solutions, Inc. March 2007 - December 2007
Countrywide Full Spectrum Lending December 2005 - August 2006
Wells Fargo Financial 2004 - 2005
New England Financial 2003 - 2004
Skills
New Business Development, Contract Negotiation, Sales Management, Customer Service, Social Services, Healthcare, Insurance, Hospitals, Cold Calling, Consultative Selling, Sourcing, Full-cycle Recruiting, Talent Acquisition, Interviewing, Client Relationship..., Account Management, Hiring, College Recruiting, Sales Process, Customer Relations, Coaching, Salary Negotiation, Negotiation, B2B, Contract Negotiations, Executive Search, Screening, Solution Selling, Billing, Customer Retention, Technical Recruiting, Recruiting, Staffing Services, Contract Recruitment, Training, Interviews, Internet Recruiting, Applicant Tracking..., Sales, Human Resources, Business Development, Sales Operations, Management, Leadership, Benefits Negotiation, Business Strategy, Temporary Placement
Education
Lake Forest College 1999 — 2003
B.A., Business, Politics
Oakland High School 1995 — 1999
ADP January 2014 - Present
Panther Global Group November 2010 - January 2014
Medix Staffing Solutions, Inc. January 2008 - October 2010
Medix Staffing Solutions, Inc. March 2007 - December 2007
Countrywide Full Spectrum Lending December 2005 - August 2006
Wells Fargo Financial 2004 - 2005
New England Financial 2003 - 2004
Skills
New Business Development, Contract Negotiation, Sales Management, Customer Service, Social Services, Healthcare, Insurance, Hospitals, Cold Calling, Consultative Selling, Sourcing, Full-cycle Recruiting, Talent Acquisition, Interviewing, Client Relationship..., Account Management, Hiring, College Recruiting, Sales Process, Customer Relations, Coaching, Salary Negotiation, Negotiation, B2B, Contract Negotiations, Executive Search, Screening, Solution Selling, Billing, Customer Retention, Technical Recruiting, Recruiting, Staffing Services, Contract Recruitment, Training, Interviews, Internet Recruiting, Applicant Tracking..., Sales, Human Resources, Business Development, Sales Operations, Management, Leadership, Benefits Negotiation, Business Strategy, Temporary Placement
Education
Lake Forest College 1999 — 2003
B.A., Business, Politics
Oakland High School 1995 — 1999
Kamaria George Kamaria George's New England Financial Experience May 2012 - December 2012
Job Administrative Assistant looking to bring value to a firm
Industry Investment Banking
Experience
Wells Fargo Capital Finance May 2014 - Present
New England Financial May 2012 - December 2012
In Transition June 2009 - April 2012
Independent Assignments May 2009 - April 2012
SunTrust Investment Services 2008 - 2009
SunTrust Investment Services February 2007 - July 2008
SunTrust Investment Services, Alexander Key May 2006 - January 2007
SunTrust Robinson Humphrey November 2005 - February 2006
SunTrust Robinson Humphrey November 1999 - November 2005
Alliance Theatre 1996 - 1997
Skills
Financial Analysis, Accounting
Education
Spelman College 1994 — 1996
BA, Theatre
Hampton University 1991 — 1993
Wells Fargo Capital Finance May 2014 - Present
New England Financial May 2012 - December 2012
In Transition June 2009 - April 2012
Independent Assignments May 2009 - April 2012
SunTrust Investment Services 2008 - 2009
SunTrust Investment Services February 2007 - July 2008
SunTrust Investment Services, Alexander Key May 2006 - January 2007
SunTrust Robinson Humphrey November 2005 - February 2006
SunTrust Robinson Humphrey November 1999 - November 2005
Alliance Theatre 1996 - 1997
Skills
Financial Analysis, Accounting
Education
Spelman College 1994 — 1996
BA, Theatre
Hampton University 1991 — 1993
David McClafferty, Jr. David McClafferty, Jr.'s New England Financial Experience June 1996 - June 1998
Job Regional Sales Director at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement October 2006 - Present
MetLife June 2005 - October 2006
Securian Retirement Services June 1998 - June 2005
New England Financial June 1996 - June 1998
Skills
401k, Defined Benefit, Series 63, FINRA, Retirement, Pensions, ERISA, Retirement Planning, Employee Benefits, Retirement Plan..., Series 6, Series 7, Mutual Funds, Investment Advisory, Asset Allocation
Education
John Carroll University 1993 — 1996
MBA, Finance
John Carroll University 1987 — 1992
BA, Economics
Cloverleaf High School 1984 — 1987
College Prep
EMPOWER Retirement October 2006 - Present
MetLife June 2005 - October 2006
Securian Retirement Services June 1998 - June 2005
New England Financial June 1996 - June 1998
Skills
401k, Defined Benefit, Series 63, FINRA, Retirement, Pensions, ERISA, Retirement Planning, Employee Benefits, Retirement Plan..., Series 6, Series 7, Mutual Funds, Investment Advisory, Asset Allocation
Education
John Carroll University 1993 — 1996
MBA, Finance
John Carroll University 1987 — 1992
BA, Economics
Cloverleaf High School 1984 — 1987
College Prep
Anne Halvorsen's New England Financial Experience January 2001 - February 2003
Job Senior Relationship Manager, Vice President at Wells Fargo, Technology and Commercial Banking Group
Industry Banking
Experience
Wells Fargo August 2014 - Present
Comerica Bank February 2003 - August 2014
Junior Achievement of Northern California 2008 - 2014
New England Financial January 2001 - February 2003
Skills
Loans, Treasury Management, Banking, Finance, Credit, Commercial Banking, Commercial Lending, Start-ups, Credit Analysis, Portfolio Management, Investments, Credit Risk, Venture Capital, Small Business Lending, Financial Analysis
Education
Golden Gate University 2006 — 2008
MBA, Finance
San Jose State University 1997 — 2000
B.S. Business Administration, Finance
Canada College 1991 — 1993
A.S. Engineering
Menlo Atherton High School
Wells Fargo August 2014 - Present
Comerica Bank February 2003 - August 2014
Junior Achievement of Northern California 2008 - 2014
New England Financial January 2001 - February 2003
Skills
Loans, Treasury Management, Banking, Finance, Credit, Commercial Banking, Commercial Lending, Start-ups, Credit Analysis, Portfolio Management, Investments, Credit Risk, Venture Capital, Small Business Lending, Financial Analysis
Education
Golden Gate University 2006 — 2008
MBA, Finance
San Jose State University 1997 — 2000
B.S. Business Administration, Finance
Canada College 1991 — 1993
A.S. Engineering
Menlo Atherton High School
Nathan Hand's New England Financial Experience May 2005 - May 2009
Job IT Specialist at EPC IT Solutions
Industry Information Technology and Services
Experience
EPC IT Solutions June 2015 - Present
IT Contractor May 2013 - June 2015
Sensiba San Filippo, LLP October 2011 - May 2013
ING Financial Partners May 2009 - June 2011
New England Financial May 2005 - May 2009
Skills
Unix, Unix Shell Scripting, Linux, Linux Desktop, LAMP administration, Linux System..., Ubuntu, Network Administration, Apache, Samba, OpenSuse, C++, Java, Debian, Wireless Networking, Wireless Security, LAN Switching, Bash, TCP/IP, Microsoft Technologies, Red Hat Linux, Fedora, VLAN, VMware, Access Points, Structured Cabling, Linux Server, Operating Systems, Unidesk, Aerohive, Active Directory
Education
San Jose State University 2000 — 2003
Bachelor of Science, Business Management
Gavilan College 2014 — 2015
Associate's Degree, Computer Science - UNIX Operating System, 4.0
Heald College-San Jose 1998 — 2000
Associate’s Degree, Computer Technology, 3.94
Santa Clara University - Leavey School of Business 2011 — 2011
Certificate of Advanced Accounting Proficiency (CAAP), Accounting
EPC IT Solutions June 2015 - Present
IT Contractor May 2013 - June 2015
Sensiba San Filippo, LLP October 2011 - May 2013
ING Financial Partners May 2009 - June 2011
New England Financial May 2005 - May 2009
Skills
Unix, Unix Shell Scripting, Linux, Linux Desktop, LAMP administration, Linux System..., Ubuntu, Network Administration, Apache, Samba, OpenSuse, C++, Java, Debian, Wireless Networking, Wireless Security, LAN Switching, Bash, TCP/IP, Microsoft Technologies, Red Hat Linux, Fedora, VLAN, VMware, Access Points, Structured Cabling, Linux Server, Operating Systems, Unidesk, Aerohive, Active Directory
Education
San Jose State University 2000 — 2003
Bachelor of Science, Business Management
Gavilan College 2014 — 2015
Associate's Degree, Computer Science - UNIX Operating System, 4.0
Heald College-San Jose 1998 — 2000
Associate’s Degree, Computer Technology, 3.94
Santa Clara University - Leavey School of Business 2011 — 2011
Certificate of Advanced Accounting Proficiency (CAAP), Accounting
Jennifer Venn's New England Financial Experience March 1997 - March 1999
Job Assistant Vice President at BB&T
Industry Insurance
Experience
BB&T February 2006 - Present
Assurant Employee Benefits March 1999 - February 2006
New England Financial March 1997 - March 1999
Skills
Health Savings Accounts, Health Insurance, Dental Insurance, Life Insurance, Disability Insurance, Group Benefit Plans, Employee Benefits, COBRA, Health Care Reform, Benefits Administration, Group Insurance, Licensed Life, Voluntary Employee..., Group Medical, Flexible Spending..., 401k, Long-term Care, Insurance, Underwriting, Workers Compensation, Term Life Insurance
Education
Georgia State University 1994 — 1996
Risk Management
Oxford College of Emory University
BB&T February 2006 - Present
Assurant Employee Benefits March 1999 - February 2006
New England Financial March 1997 - March 1999
Skills
Health Savings Accounts, Health Insurance, Dental Insurance, Life Insurance, Disability Insurance, Group Benefit Plans, Employee Benefits, COBRA, Health Care Reform, Benefits Administration, Group Insurance, Licensed Life, Voluntary Employee..., Group Medical, Flexible Spending..., 401k, Long-term Care, Insurance, Underwriting, Workers Compensation, Term Life Insurance
Education
Georgia State University 1994 — 1996
Risk Management
Oxford College of Emory University
Craig Grover, ChFC ®, AIF ®'s New England Financial Experience 2002 - 2005
Job Penobscot Financial Advisors, Investment Advisory Representative, Mid Atlantic Capital Group
Industry Financial Services
Experience
Penobscot Financial Advisors 2005 - Present
New England Financial 2002 - 2005
Skills
Retirement Planning, Securities, Investment Advisory, Finance, Series 6, Mutual Funds, Series 7, Investments, Retirement, Wealth Management, Series 63, Asset Allocation, 401k, Fixed Annuities, Financial Advisory, Financial Planning, Financial Services, Life Insurance, Estate Planning, Investment Strategies
Education
The American College
George Mason University
Liberty University
Penobscot Financial Advisors 2005 - Present
New England Financial 2002 - 2005
Skills
Retirement Planning, Securities, Investment Advisory, Finance, Series 6, Mutual Funds, Series 7, Investments, Retirement, Wealth Management, Series 63, Asset Allocation, 401k, Fixed Annuities, Financial Advisory, Financial Planning, Financial Services, Life Insurance, Estate Planning, Investment Strategies
Education
The American College
George Mason University
Liberty University
Steven Kohnle Steven Kohnle's New England Financial Experience December 2010 - May 2012
Job Agency Owner Farmers Insurance Group
Industry Insurance
Experience
Farmers Insurance May 2012 - Present
KCYP -- Make-A-Wish -- Kansas City Young Professionals December 2012 - Present
Olathe Police Foundation July 2013 - Present
Drive 4 Hope May 2011 - Present
New England Financial December 2010 - May 2012
Northwestern Mutual May 2009 - December 2010
Raglan Road March 2008 - March 2009
Superior Toyota April 2002 - March 2004
Mid-America Wireless April 2000 - May 2002
Skills
Relationship Building, Make-A-Wish, Wish Granting, Fundraising, Charity Events, Life Insurance, Charity Work, Retirement Planning, Insurance, Retirement, Sales, Community Development, Leadership, Small Business, Term Life Insurance, Insurance Planning, Mutual Funds, Investments, Financial Services, Financial Planning, 401k, Finance, Long Term Care Insurance, Employee Benefits, Long-term Care, Fixed Annuities, Estate Planning, Disability Insurance, Securities, Investment Advisory, Investment Strategies, Strategic Financial..., Wealth Management, Asset Allocation, Whole Life, IRAs, Roth IRA, Successful Business..., Owner-managed businesses, Social Networking, Networking, Cold Calling, Referrals
Education
University of Missouri-Kansas City 2005 — 2007
BBA, Finance / Economics
Johnson County Community College 2004 — 2005
Associate of Arts (A.A.), Computer Science
Farmers Insurance May 2012 - Present
KCYP -- Make-A-Wish -- Kansas City Young Professionals December 2012 - Present
Olathe Police Foundation July 2013 - Present
Drive 4 Hope May 2011 - Present
New England Financial December 2010 - May 2012
Northwestern Mutual May 2009 - December 2010
Raglan Road March 2008 - March 2009
Superior Toyota April 2002 - March 2004
Mid-America Wireless April 2000 - May 2002
Skills
Relationship Building, Make-A-Wish, Wish Granting, Fundraising, Charity Events, Life Insurance, Charity Work, Retirement Planning, Insurance, Retirement, Sales, Community Development, Leadership, Small Business, Term Life Insurance, Insurance Planning, Mutual Funds, Investments, Financial Services, Financial Planning, 401k, Finance, Long Term Care Insurance, Employee Benefits, Long-term Care, Fixed Annuities, Estate Planning, Disability Insurance, Securities, Investment Advisory, Investment Strategies, Strategic Financial..., Wealth Management, Asset Allocation, Whole Life, IRAs, Roth IRA, Successful Business..., Owner-managed businesses, Social Networking, Networking, Cold Calling, Referrals
Education
University of Missouri-Kansas City 2005 — 2007
BBA, Finance / Economics
Johnson County Community College 2004 — 2005
Associate of Arts (A.A.), Computer Science
James Van Eperen James Van Eperen's New England Financial Experience August 1999 - July 2002
Job Director, Raffa Financial Specializing in Business Succession / Legacy Planning / Executive Benefits
Industry Financial Services
Experience
Raffa Insurance Services June 2012 - Present
Van Eperen Financial Group - Angel Investing January 2012 - Present
The Washington Group 2002 - 2012
New England Financial August 1999 - July 2002
New England Financial July 1986 - July 1999
Skills
Financial Services, Management, Leadership, Finance, Financial Advisory, Financial Planning, Insurance, Business, Underwriting, Retirement, Long-term Care, Life Insurance, Retirement Planning, Investments, Fixed Annuities, Strategic Planning
Education
Lawrence University 1982 — 1986
BA Government, Economics
Appleton - East HS 1979 — 1982
High School
Raffa Insurance Services June 2012 - Present
Van Eperen Financial Group - Angel Investing January 2012 - Present
The Washington Group 2002 - 2012
New England Financial August 1999 - July 2002
New England Financial July 1986 - July 1999
Skills
Financial Services, Management, Leadership, Finance, Financial Advisory, Financial Planning, Insurance, Business, Underwriting, Retirement, Long-term Care, Life Insurance, Retirement Planning, Investments, Fixed Annuities, Strategic Planning
Education
Lawrence University 1982 — 1986
BA Government, Economics
Appleton - East HS 1979 — 1982
High School
Vincent Fiorino, Jr.'s New England Financial Experience August 1996 - June 2000
Job Vice President & Actuary at SBLI of Massachusetts
Industry Insurance
Experience
SBLI of Massachusetts July 2010 - Present
Sun Life Financial September 2006 - July 2010
Aviva February 2002 - September 2006
Fidelity Investments June 2000 - February 2002
New England Financial August 1996 - June 2000
Aon Hewitt July 1995 - August 1996
Skills
Product Development, Projections, Dividends, Valuation, Reinsurance, Investments, Financial Modeling, Insurance, Economic Capital, Enterprise Risk..., Embedded Value, Solvency II, Financial Analysis, Actuarial Science, Fixed Annuities, Risk Management, Financial Risk, Financial Services, Life Insurance
Education
Harvard University 1991 — 1995
Bachelor of Arts, Magna Cum Laude, Statistics
SBLI of Massachusetts July 2010 - Present
Sun Life Financial September 2006 - July 2010
Aviva February 2002 - September 2006
Fidelity Investments June 2000 - February 2002
New England Financial August 1996 - June 2000
Aon Hewitt July 1995 - August 1996
Skills
Product Development, Projections, Dividends, Valuation, Reinsurance, Investments, Financial Modeling, Insurance, Economic Capital, Enterprise Risk..., Embedded Value, Solvency II, Financial Analysis, Actuarial Science, Fixed Annuities, Risk Management, Financial Risk, Financial Services, Life Insurance
Education
Harvard University 1991 — 1995
Bachelor of Arts, Magna Cum Laude, Statistics
William Derocha's New England Financial Experience January 2012 - June 2012
Job Transaction Analyst with JLL
Industry Commercial Real Estate
Experience
JLL June 2014 - Present
Colliers-International August 2013 - April 2014
New England Financial January 2012 - June 2012
Bechtel Marine Propulsion Corporation June 2010 - December 2011
TransCanada May 2009 - August 2009
Skills
Negotiation, Microsoft Excel, Management, Process Improvement, Contract Management, Financial Analysis, Financial Modeling, Microsoft Office, PowerPoint, Customer Service, Leadership, Microsoft Word, Public Speaking, Proposal Writing, Finance, Forecasting, Analysis
Education
Grove City College 2006 — 2010
Finance, Finance, 3.59
Kwansei Gakuin University 2008 — 2009
Japanese, Business
JLL June 2014 - Present
Colliers-International August 2013 - April 2014
New England Financial January 2012 - June 2012
Bechtel Marine Propulsion Corporation June 2010 - December 2011
TransCanada May 2009 - August 2009
Skills
Negotiation, Microsoft Excel, Management, Process Improvement, Contract Management, Financial Analysis, Financial Modeling, Microsoft Office, PowerPoint, Customer Service, Leadership, Microsoft Word, Public Speaking, Proposal Writing, Finance, Forecasting, Analysis
Education
Grove City College 2006 — 2010
Finance, Finance, 3.59
Kwansei Gakuin University 2008 — 2009
Japanese, Business
Jaime Jeroszko Jaime Jeroszko's New England Financial Experience February 2005 - September 2009
Job Professional Assistant at Paramax Corporation
Industry Higher Education
Experience
Paramax Corporation February 2014 - Present
State University of New York at Buffalo February 2011 - August 2013
New England Financial February 2005 - September 2009
RAB Lighting November 2001 - February 2005
Telcordia Technologies June 2000 - October 2001
Skills
Social Media, Dreamweaver, Graphics, Newsletters, Marketing, Public Relations, Event Planning, Microsoft Office, Press Releases, Advertising, Photoshop
Education
Ithaca College 1996 — 2000
BS, Corporate Communication; Advertising/Public Relations
Ithaca College 1996 — 2000
Bachelor of Science (BS), Business/Corporate Communications
Paramax Corporation February 2014 - Present
State University of New York at Buffalo February 2011 - August 2013
New England Financial February 2005 - September 2009
RAB Lighting November 2001 - February 2005
Telcordia Technologies June 2000 - October 2001
Skills
Social Media, Dreamweaver, Graphics, Newsletters, Marketing, Public Relations, Event Planning, Microsoft Office, Press Releases, Advertising, Photoshop
Education
Ithaca College 1996 — 2000
BS, Corporate Communication; Advertising/Public Relations
Ithaca College 1996 — 2000
Bachelor of Science (BS), Business/Corporate Communications
Syra Brelvi Syra Brelvi's New England Financial Experience June 2010 - August 2010
Job Investment Professional at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - Present
The Friedlander Group January 2014 - May 2014
J.P. Morgan June 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
BookRenter December 2011 - May 2012
New England Financial June 2010 - August 2010
Skills
Leadership, Communication Skills, Computer Proficiency, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Financial Analysis, Analysis, Public Speaking, Financial Modeling, Investments, Market Research, Economic Development
Education
Fordham University
Bachelor of Business Administration (B.B.A.), Finance and Business Economics
Montville Township High School 2006 — 2010
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - Present
The Friedlander Group January 2014 - May 2014
J.P. Morgan June 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
BookRenter December 2011 - May 2012
New England Financial June 2010 - August 2010
Skills
Leadership, Communication Skills, Computer Proficiency, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Financial Analysis, Analysis, Public Speaking, Financial Modeling, Investments, Market Research, Economic Development
Education
Fordham University
Bachelor of Business Administration (B.B.A.), Finance and Business Economics
Montville Township High School 2006 — 2010
Brian Brennan Brian Brennan's New England Financial Experience September 2009 - August 2014
Job Sales Consultant
Industry Paper & Forest Products
Experience
Atlanta Tree Professionals September 2014 - Present
New England Financial September 2009 - August 2014
RMI March 2006 - July 2009
Equifax May 2003 - March 2006
The Home Depot February 2002 - May 2003
AGL Resources 1999 - 2002
Education
Georgia Southern University 1991 — 1995
BBA, Finance
Atlanta Tree Professionals September 2014 - Present
New England Financial September 2009 - August 2014
RMI March 2006 - July 2009
Equifax May 2003 - March 2006
The Home Depot February 2002 - May 2003
AGL Resources 1999 - 2002
Education
Georgia Southern University 1991 — 1995
BBA, Finance
Nancy Legg Nancy Legg's New England Financial Experience 1986 - 1987
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2013 - Present
CK Franchising, Inc. November 2008 - March 2013
MFS Investment Management 1987 - 1994
New England Financial 1986 - 1987
The Boston Company 1985 - 1986
Skills
PowerPoint, Microsoft Excel, Outlook, Public Speaking, Benefits Administration, Budgets, Customer Service
Education
Ithaca College 1981 — 1985
Bachelor of Science (B.S.), Finance, General
Morgan Stanley Wealth Management March 2013 - Present
CK Franchising, Inc. November 2008 - March 2013
MFS Investment Management 1987 - 1994
New England Financial 1986 - 1987
The Boston Company 1985 - 1986
Skills
PowerPoint, Microsoft Excel, Outlook, Public Speaking, Benefits Administration, Budgets, Customer Service
Education
Ithaca College 1981 — 1985
Bachelor of Science (B.S.), Finance, General
Paul Larance Paul Larance's New England Financial Experience 2002 - 2004
Job
Industry Financial Services
Experience
Larance Wealth Advisors Madison Financial Partners (MFP) March 2004 - December 2013
New England Financial 2002 - 2004
Castle Rock Development 2000 - 2001
Mile High Realty Capital 1998 - 2000
National Semiconductor 1994 - 1997
Education
University of Denver - Daniels College of Business 1996 — 1997
Real Estate and Construction Management
Indiana University Bloomington 1992 — 1994
MBA, Operations Management
Midwestern State University 1983 — 1987
BA, Business/Finance
Larance Wealth Advisors Madison Financial Partners (MFP) March 2004 - December 2013
New England Financial 2002 - 2004
Castle Rock Development 2000 - 2001
Mile High Realty Capital 1998 - 2000
National Semiconductor 1994 - 1997
Education
University of Denver - Daniels College of Business 1996 — 1997
Real Estate and Construction Management
Indiana University Bloomington 1992 — 1994
MBA, Operations Management
Midwestern State University 1983 — 1987
BA, Business/Finance
Matt Rusche Matt Rusche's New England Financial Experience April 2008 - March 2010
Job Investment Executive Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Securities February 2014 - Present
Fifth Third Bank April 2010 - February 2014
New England Financial April 2008 - March 2010
Skills
Financial Services, Retirement Planning, Financial Planning, Investments, Wealth Preservation, Long Term Care Insurance, Life Insurance, Wealth Management, Estate Planning, Disability Insurance, Wealth Transfer, Banking, 401k Rollovers, Buy-sell Agreements, Customer Service, Finance, Credit, Loans
Education
Grand Valley State University
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Fifth Third Securities February 2014 - Present
Fifth Third Bank April 2010 - February 2014
New England Financial April 2008 - March 2010
Skills
Financial Services, Retirement Planning, Financial Planning, Investments, Wealth Preservation, Long Term Care Insurance, Life Insurance, Wealth Management, Estate Planning, Disability Insurance, Wealth Transfer, Banking, 401k Rollovers, Buy-sell Agreements, Customer Service, Finance, Credit, Loans
Education
Grand Valley State University
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Ed Vrablik, CFP® Ed Vrablik, CFP®'s New England Financial Experience December 2003 - July 2008
Job Vice President, Advisor Development at GCG Financial
Industry Financial Services
Experience
GCG Financial October 2013 - Present
Golf And Softball 2000 - 2015
Managing Associate at Rabjohns Financial Group/ New England Financial August 2008 - October 2013
New England Securities Inc. August 2008 - October 2013
GAMA 1999 - 2010
Union League Club of Chicago 1990 - 2010
New England Financial December 2003 - July 2008
Strategic Coach 2005 - 2007
NAIFA 2004 - 2005
FPA Illinois 2000 - 2003
Skills
Insurance, Financial Advisory, Life Insurance, Financial Services, Retirement Planning, Securities, Fixed Annuities, Training, Wealth Management, Recruiting, Coaching, Small Business, Sales, Disability Insurance, Investment Advisory..., Web Development, Personal Finance, Agency Leadership, Front Line Management, Investments, Leadership, Financial Planning, Management, Finance, Strategy, Retirement, Executive Management, Employee Benefits, Mutual Funds
Education
Lake Forest College 1978 — 1981
B.A., Economics
Culver Military Academy 1975 — 1978
Army JROTC/ROTC
GCG Financial October 2013 - Present
Golf And Softball 2000 - 2015
Managing Associate at Rabjohns Financial Group/ New England Financial August 2008 - October 2013
New England Securities Inc. August 2008 - October 2013
GAMA 1999 - 2010
Union League Club of Chicago 1990 - 2010
New England Financial December 2003 - July 2008
Strategic Coach 2005 - 2007
NAIFA 2004 - 2005
FPA Illinois 2000 - 2003
Skills
Insurance, Financial Advisory, Life Insurance, Financial Services, Retirement Planning, Securities, Fixed Annuities, Training, Wealth Management, Recruiting, Coaching, Small Business, Sales, Disability Insurance, Investment Advisory..., Web Development, Personal Finance, Agency Leadership, Front Line Management, Investments, Leadership, Financial Planning, Management, Finance, Strategy, Retirement, Executive Management, Employee Benefits, Mutual Funds
Education
Lake Forest College 1978 — 1981
B.A., Economics
Culver Military Academy 1975 — 1978
Army JROTC/ROTC
Rick Oldham, CFP® Rick Oldham, CFP®'s New England Financial Experience June 2008 - December 2010
Job Lead Advisor at Advisor Financial Services, LLP
Industry Financial Services
Experience
Advisor Financial Services, LLP April 2013 - Present
E*TRADE Financial May 2011 - December 2012
New England Financial June 2008 - December 2010
Edwin Watts Golf March 1995 - March 2008
Education
University of Georgia - Terry College of Business 2008 — 2009
Certified Financial Planner, Finance
Furman University 1987 — 1991
Bachelor of Arts, Economics and Finance
Baylor School 1984 — 1987
Advisor Financial Services, LLP April 2013 - Present
E*TRADE Financial May 2011 - December 2012
New England Financial June 2008 - December 2010
Edwin Watts Golf March 1995 - March 2008
Education
University of Georgia - Terry College of Business 2008 — 2009
Certified Financial Planner, Finance
Furman University 1987 — 1991
Bachelor of Arts, Economics and Finance
Baylor School 1984 — 1987
Leon Wittman's New England Financial Experience January 1992 - August 2001
Job Director of Governmental Affairs at Sizewise
Industry Medical Devices
Experience
Sizewise January 2010 - Present
Sizewise January 2009 - January 2010
Sizewise July 2008 - January 2009
Sizewise January 2007 - July 2008
Sizewise January 2004 - January 2007
Sizewise August 2001 - January 2004
Pryor Resources August 2000 - August 2001
New England Financial January 1992 - August 2001
Dairy Queen March 1981 - December 1992
Skills
Microsoft Office, Microsoft Excel, Customer Service, Research, Windows, Photoshop, Teaching, HTML, Budgets, Strategic Planning, C++, Editing, C, Java, Healthcare, Medical Devices, Hospitals, Team Building, Contract Negotiation, Leadership
Education
Kansas State University
Quinter High School, Quinter, Ks
Sizewise January 2010 - Present
Sizewise January 2009 - January 2010
Sizewise July 2008 - January 2009
Sizewise January 2007 - July 2008
Sizewise January 2004 - January 2007
Sizewise August 2001 - January 2004
Pryor Resources August 2000 - August 2001
New England Financial January 1992 - August 2001
Dairy Queen March 1981 - December 1992
Skills
Microsoft Office, Microsoft Excel, Customer Service, Research, Windows, Photoshop, Teaching, HTML, Budgets, Strategic Planning, C++, Editing, C, Java, Healthcare, Medical Devices, Hospitals, Team Building, Contract Negotiation, Leadership
Education
Kansas State University
Quinter High School, Quinter, Ks
Tracy Monaco Tracy Monaco's New England Financial Experience June 2002 - January 2005
Job Administrative Assistant at AIG Financial Products
Industry Capital Markets
Experience
Mary Kay Idependent Consultant January 2012 - Present
AIG Financial Products Corp January 2005 - Present
New England Financial June 2002 - January 2005
Coldwell Banker July 1999 - June 2002
Coldwell Banker July 1999 - December 2000
Skills
Budgets, Marketing, Travel Arrangements, Office Management, Administrative..., Microsoft Excel, Customer Service, Advertising, Fundraising, Real Estate, Software Documentation, PowerPoint, Event Management, Event Planning, Copywriting, Microsoft Word, Invoicing, Outlook, Office Equipment, Public Speaking, Telephone Skills, Microsoft Office, Sales
Education
Gibbs College
Gibbs College
Darien High School
Mary Kay Idependent Consultant January 2012 - Present
AIG Financial Products Corp January 2005 - Present
New England Financial June 2002 - January 2005
Coldwell Banker July 1999 - June 2002
Coldwell Banker July 1999 - December 2000
Skills
Budgets, Marketing, Travel Arrangements, Office Management, Administrative..., Microsoft Excel, Customer Service, Advertising, Fundraising, Real Estate, Software Documentation, PowerPoint, Event Management, Event Planning, Copywriting, Microsoft Word, Invoicing, Outlook, Office Equipment, Public Speaking, Telephone Skills, Microsoft Office, Sales
Education
Gibbs College
Gibbs College
Darien High School
Casper J. Meijer Casper J. Meijer's New England Financial Experience 2004 - 2005
Job CJM Financial
Industry Financial Services
Experience
CJM Financial 2008 - Present
NAIFA 2015 - 2015
NAIFA 2015 - 2015
MacMillan Financial 2006 - 2008
New England Financial 2004 - 2005
Waddell & Reed 2002 - 2004
Prudential Securities 2001 - 2002
Prudential Financial Planning Services 2000 - 2001
American Express Financial Advisors 1995 - 2000
Classic Travel Consultants 1992 - 1995
Skills
Retirement Planning, Investments, Estate Planning, Financial Planning, Retirement Income..., Insurance Planning, Annuities, Long Term Care, Wealth Transfer, Wealth Preservation, Medicare Supplement/..., Charitable Giving..., Wealth Accumulation, Event Planning, Sales, Securities, Sales Management, Customer Service, Income Protection, Team Building
Education
Hofstra University 1971 — 1974
BA, Business
State University of New York at Farmingdale 1969 — 1971
Associate's Degree, Business
CJM Financial 2008 - Present
NAIFA 2015 - 2015
NAIFA 2015 - 2015
MacMillan Financial 2006 - 2008
New England Financial 2004 - 2005
Waddell & Reed 2002 - 2004
Prudential Securities 2001 - 2002
Prudential Financial Planning Services 2000 - 2001
American Express Financial Advisors 1995 - 2000
Classic Travel Consultants 1992 - 1995
Skills
Retirement Planning, Investments, Estate Planning, Financial Planning, Retirement Income..., Insurance Planning, Annuities, Long Term Care, Wealth Transfer, Wealth Preservation, Medicare Supplement/..., Charitable Giving..., Wealth Accumulation, Event Planning, Sales, Securities, Sales Management, Customer Service, Income Protection, Team Building
Education
Hofstra University 1971 — 1974
BA, Business
State University of New York at Farmingdale 1969 — 1971
Associate's Degree, Business
Jay Baldwin Jay Baldwin's New England Financial Experience March 2009 - March 2013
Job Financial Advisor at Raiford, Roman & Associates, An Office of MetLife
Industry Financial Services
Experience
Raiford, Roman and Associates (An Office of MetLife) April 2013 - Present
New England Financial March 2009 - March 2013
Merrill Lynch April 2007 - January 2009
Premiere Global Services October 2006 - March 2007
Wells Fargo Financial August 2001 - September 2006
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 2001
BBA, Finance
The University of Tennessee at Chattanooga
Raiford, Roman and Associates (An Office of MetLife) April 2013 - Present
New England Financial March 2009 - March 2013
Merrill Lynch April 2007 - January 2009
Premiere Global Services October 2006 - March 2007
Wells Fargo Financial August 2001 - September 2006
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 2001
BBA, Finance
The University of Tennessee at Chattanooga
Kristal Davis Kristal Davis's New England Financial Experience August 2002 - August 2005
Job Client Services Manager at Apple
Industry Marketing and Advertising
Experience
Apple June 2014 - Present
Cumulus Media Networks (formerly Citadel Media) September 2011 - January 2014
Impact Marketing Group, a division of Citadel Broadcasting December 2010 - September 2011
Premiere Radio Networks October 2005 - December 2010
Merber Planning Services August 2005 - October 2005
New England Financial August 2002 - August 2005
Skills
Radio, Advertising, Advertising Sales, Broadcast, Digital Marketing, Digital Media, Marketing, Media Planning, Online Advertising, Radio Advertising, Radio Broadcasting, Radio Promotions, Integrated Marketing, Marketing Strategy, Social Media, Television, Social Media Marketing
Education
Fordham University 1998 — 2002
BS, Business Administration, concentration in Finance
Apple June 2014 - Present
Cumulus Media Networks (formerly Citadel Media) September 2011 - January 2014
Impact Marketing Group, a division of Citadel Broadcasting December 2010 - September 2011
Premiere Radio Networks October 2005 - December 2010
Merber Planning Services August 2005 - October 2005
New England Financial August 2002 - August 2005
Skills
Radio, Advertising, Advertising Sales, Broadcast, Digital Marketing, Digital Media, Marketing, Media Planning, Online Advertising, Radio Advertising, Radio Broadcasting, Radio Promotions, Integrated Marketing, Marketing Strategy, Social Media, Television, Social Media Marketing
Education
Fordham University 1998 — 2002
BS, Business Administration, concentration in Finance
Steven Alves Steven Alves's New England Financial Experience July 2006 - August 2006
Job AVP, Senior Relationship Manager at HSBC Bank USA
Industry Banking
Experience
HSBC Bank USA July 2007 - Present
Hofstra University September 2010 - Present
New England Financial July 2006 - August 2006
Merrill Lynch January 2006 - May 2006
Stevens Home Improvement Company Inc. July 2005 - September 2005
Skills
Bloomberg, Portfolio Management, Financial Modeling, Financial Analysis, Credit Analysis, Banking, Corporate Finance, Credit, Investments, Relationship Management, Risk Management, Credit Risk, Equities, Microsoft Excel, Bloomberg Terminal, Mutual Funds, Commercial Banking, Sales, Leadership, Asset Allocation, Financial Risk
Education
Hofstra University 2003 — 2007
BBA, Entrepreneurship, Finance
GGDP 2009 — 2009
Leadership
Old Rochester Regional High School 1999 — 2003
HSBC Bank USA July 2007 - Present
Hofstra University September 2010 - Present
New England Financial July 2006 - August 2006
Merrill Lynch January 2006 - May 2006
Stevens Home Improvement Company Inc. July 2005 - September 2005
Skills
Bloomberg, Portfolio Management, Financial Modeling, Financial Analysis, Credit Analysis, Banking, Corporate Finance, Credit, Investments, Relationship Management, Risk Management, Credit Risk, Equities, Microsoft Excel, Bloomberg Terminal, Mutual Funds, Commercial Banking, Sales, Leadership, Asset Allocation, Financial Risk
Education
Hofstra University 2003 — 2007
BBA, Entrepreneurship, Finance
GGDP 2009 — 2009
Leadership
Old Rochester Regional High School 1999 — 2003
Handy Luigi Handy Luigi's New England Financial Experience January 2008 - January 2010
Job Sr. Case Design Analyst at Pacific Life
Industry Financial Services
Experience
Pacific Life August 2011 - Present
Buy & Fix Home Improvement LLC April 2004 - March 2013
Prudential Financial January 2010 - July 2011
New England Financial January 2008 - January 2010
World Financial Group (WFG) January 2006 - January 2008
Education
Keller Graduate School of Management of DeVry University 2010 — 2013
Master's, Accounting and Financial Management
Southern Connecticut State University 2001 — 2005
BSc., International Business Management
Andre-Grasset College 1996 — 1998
Associate of Science, Business Administration
Pacific Life August 2011 - Present
Buy & Fix Home Improvement LLC April 2004 - March 2013
Prudential Financial January 2010 - July 2011
New England Financial January 2008 - January 2010
World Financial Group (WFG) January 2006 - January 2008
Education
Keller Graduate School of Management of DeVry University 2010 — 2013
Master's, Accounting and Financial Management
Southern Connecticut State University 2001 — 2005
BSc., International Business Management
Andre-Grasset College 1996 — 1998
Associate of Science, Business Administration
Christopher Gabriel Christopher Gabriel's New England Financial Experience January 2009 - July 2010
Job Financial Analyst at General Motors
Industry Investment Management
Experience
General Motors January 2011 - August 2011
New England Financial January 2009 - July 2010
First Investors Corporation January 2007 - December 2008
Skills
Financial Analysis, Cross-functional Team..., Financial Modeling, Analysis, Business Development, Due Diligence, Finance, Microsoft Excel
Education
Wake Forest University, Schools of Business 2010 — 2012
MBA, Finance and Business Analytics
Gettysburg College 2003 — 2007
Bachelors of Arts, Management
General Motors January 2011 - August 2011
New England Financial January 2009 - July 2010
First Investors Corporation January 2007 - December 2008
Skills
Financial Analysis, Cross-functional Team..., Financial Modeling, Analysis, Business Development, Due Diligence, Finance, Microsoft Excel
Education
Wake Forest University, Schools of Business 2010 — 2012
MBA, Finance and Business Analytics
Gettysburg College 2003 — 2007
Bachelors of Arts, Management
Dorina Garcia-Wilson Dorina Garcia-Wilson's New England Financial Experience June 2007 - August 2010
Job Recruiting Coordinator at Mass Mutual/Dollarhide Financial Group, LLC
Industry Financial Services
Experience
Mass Mutual/Dollarhide Financial Group, LLC September 2010 - Present
New England Financial June 2007 - August 2010
Skills
Event Management, Employee Benefits, Disability Insurance
Education
Glendale Community College 1983 — 1985
Associates, Business, Finance
Mass Mutual/Dollarhide Financial Group, LLC September 2010 - Present
New England Financial June 2007 - August 2010
Skills
Event Management, Employee Benefits, Disability Insurance
Education
Glendale Community College 1983 — 1985
Associates, Business, Finance
Jay McBrayer Jay McBrayer's New England Financial Experience 1997 - 1999
Job
Industry Financial Services
Experience
Entaire Global Companies, Inc. January 1999 - Present
New England Financial 1997 - 1999
Georgia Psychological Association 1995 - 1997
Skills
Sales, Account Management, Management Consulting, Finance, Strategic Planning, Business Planning, Executive Management, Management, Credit, Financial Services, Strategy, Analysis, Direct Mail, Team Building, Mergers & Acquisitions, Marketing Strategy, Consulting, Portfolio Management
Education
Georgia State University - J. Mack Robinson College of Business 1995 — 2000
MBA
The University of Georgia 1991 — 1995
AB, Psychology
Entaire Global Companies, Inc. January 1999 - Present
New England Financial 1997 - 1999
Georgia Psychological Association 1995 - 1997
Skills
Sales, Account Management, Management Consulting, Finance, Strategic Planning, Business Planning, Executive Management, Management, Credit, Financial Services, Strategy, Analysis, Direct Mail, Team Building, Mergers & Acquisitions, Marketing Strategy, Consulting, Portfolio Management
Education
Georgia State University - J. Mack Robinson College of Business 1995 — 2000
MBA
The University of Georgia 1991 — 1995
AB, Psychology
Alan Ireton Alan Ireton's New England Financial Experience December 2011 - April 2013
Job Regional Vice President at Transamerica Capital, Inc
Industry Financial Services
Experience
Transamerica April 2014 - Present
New England Financial December 2011 - April 2013
Northwestern Mutual Financial Network May 2009 - December 2011
ING August 2006 - July 2008
Prudential Financial January 2000 - August 2006
Skills
FINRA Series 6, 63 &..., Retirement Planning, Mutual Funds, 401k, Long-term Care, Life Insurance, Disability Insurance, Wholesaler, Sales, Leadership, Insurance, Sales Operations, Financial Services, Long Term Care Insurance, Term Life Insurance, Variable Annuities, Finance, Small Business, Relationship Management, Retirement, Series 63
Education
Keene State College 1983 — 1987
BS, Business Management
Transamerica April 2014 - Present
New England Financial December 2011 - April 2013
Northwestern Mutual Financial Network May 2009 - December 2011
ING August 2006 - July 2008
Prudential Financial January 2000 - August 2006
Skills
FINRA Series 6, 63 &..., Retirement Planning, Mutual Funds, 401k, Long-term Care, Life Insurance, Disability Insurance, Wholesaler, Sales, Leadership, Insurance, Sales Operations, Financial Services, Long Term Care Insurance, Term Life Insurance, Variable Annuities, Finance, Small Business, Relationship Management, Retirement, Series 63
Education
Keene State College 1983 — 1987
BS, Business Management
Elizabeth Suess's New England Financial Experience February 1988 - March 1991
Job Customer Service Staff at Publix
Industry Public Relations and Communications
Experience
Publix November 2013 - Present
Forsyth County Board of Education August 1998 - December 2014
Superior Administrative Services March 1996 - April 1999
Good Shepherd Preschool August 1994 - June 1996
New England Financial February 1988 - March 1991
Good Samaritan Hospital November 1985 - July 1987
Skills
Customer Service, Customer Satisfaction, Long-term Customer..., Team Building, Employee Relations, Public Speaking, Staff Development, Teaching, Educational Leadership, Coaching, Tutoring, Early Childhood..., Curriculum Development, Curriculum Design, Instructional Design, Strategic Planning, Teacher Training, Educational Technology, Classroom Management
Education
Lanier Technical College 2003 — 2004
Certificate in Early Childhood Education, Early Childhood Education
Publix November 2013 - Present
Forsyth County Board of Education August 1998 - December 2014
Superior Administrative Services March 1996 - April 1999
Good Shepherd Preschool August 1994 - June 1996
New England Financial February 1988 - March 1991
Good Samaritan Hospital November 1985 - July 1987
Skills
Customer Service, Customer Satisfaction, Long-term Customer..., Team Building, Employee Relations, Public Speaking, Staff Development, Teaching, Educational Leadership, Coaching, Tutoring, Early Childhood..., Curriculum Development, Curriculum Design, Instructional Design, Strategic Planning, Teacher Training, Educational Technology, Classroom Management
Education
Lanier Technical College 2003 — 2004
Certificate in Early Childhood Education, Early Childhood Education
Anthony J. Hatfield Anthony J. Hatfield's New England Financial Experience December 2006 - December 2013
Job Public Works Department at Village of Arlington Heights
Industry Government Administration
Experience
Village of Arlington Heights August 2014 - Present
Eastwood Homeowners Association December 2007 - November 2014
New England Financial December 2006 - December 2013
Auction Brokerage Company June 2003 - December 2006
Skills
Securities, Insurance, Fixed Annuities, Executive Pay, Wealth Accumulation, Employee Benefits, Retirement Planning, IRAs, Wealth Accumulation..., Finance, Mutual Funds, Roth IRA, Business Continuity..., Disability Insurance, Financial Services, Small Business, Business Networking, 401k, Whole Life, Series 63, Asset Allocation, Asset Management, Long Term Care Insurance, Portfolio Management, Brokers, Series 6, 401k Rollovers, Universal Life, Financial Advisory, Wealth, Investment Advisory, Financial Goals, Investment Strategies, Wealth Management..., Retirement Plan..., Variable Annuities, Pensions, Underwriting, FINRA, Commercial Insurance, Equities, Financial Analysis, Relationship Management, Executive Management, Succession Planning
Education
The American College 2010 — 2013
CLU/ChFC Courses, Insurance
Illinois State University 1998 — 2003
2003, History, Business
Prospect High School 1994 — 1998
Village of Arlington Heights August 2014 - Present
Eastwood Homeowners Association December 2007 - November 2014
New England Financial December 2006 - December 2013
Auction Brokerage Company June 2003 - December 2006
Skills
Securities, Insurance, Fixed Annuities, Executive Pay, Wealth Accumulation, Employee Benefits, Retirement Planning, IRAs, Wealth Accumulation..., Finance, Mutual Funds, Roth IRA, Business Continuity..., Disability Insurance, Financial Services, Small Business, Business Networking, 401k, Whole Life, Series 63, Asset Allocation, Asset Management, Long Term Care Insurance, Portfolio Management, Brokers, Series 6, 401k Rollovers, Universal Life, Financial Advisory, Wealth, Investment Advisory, Financial Goals, Investment Strategies, Wealth Management..., Retirement Plan..., Variable Annuities, Pensions, Underwriting, FINRA, Commercial Insurance, Equities, Financial Analysis, Relationship Management, Executive Management, Succession Planning
Education
The American College 2010 — 2013
CLU/ChFC Courses, Insurance
Illinois State University 1998 — 2003
2003, History, Business
Prospect High School 1994 — 1998
Laura Ivers Laura Ivers's New England Financial Experience January 2008 - January 2012
Job Senior Marketing Interviewer at KS&R
Industry Market Research
Experience
H&R Block December 2013 - Present
KS&R April 2012 - Present
Sam's Club July 2012 - April 2015
New England Financial January 2008 - January 2012
Syracuse City School District October 2004 - June 2007
Skills
Finance, Investments, Creative Writing, Financial Services, Retirement Planning, Life Insurance, Fixed Annuities, Long-term Care, Strategic Financial..., Retirement, Disability Insurance, 401k, Mutual Funds, Insurance, Public Speaking, Term Life Insurance, PowerPoint, Long Term Care Insurance, Employee Benefits, Marketing, Time Management, Critical Thinking
Education
Le Moyne College 1999 — 2003
MS Ed, Elementary Education
Indiana University Bloomington 1985 — 1989
BA, Psychology and Comparative Religious Studies
H&R Block December 2013 - Present
KS&R April 2012 - Present
Sam's Club July 2012 - April 2015
New England Financial January 2008 - January 2012
Syracuse City School District October 2004 - June 2007
Skills
Finance, Investments, Creative Writing, Financial Services, Retirement Planning, Life Insurance, Fixed Annuities, Long-term Care, Strategic Financial..., Retirement, Disability Insurance, 401k, Mutual Funds, Insurance, Public Speaking, Term Life Insurance, PowerPoint, Long Term Care Insurance, Employee Benefits, Marketing, Time Management, Critical Thinking
Education
Le Moyne College 1999 — 2003
MS Ed, Elementary Education
Indiana University Bloomington 1985 — 1989
BA, Psychology and Comparative Religious Studies
Jennifer Baig's New England Financial Experience April 2001 - September 2001
Job Operations Manager at David Jabara, CPA
Industry Accounting
Experience
David Jabara, CPA January 2014 - Present
March of Dimes February 2010 - June 2013
Cessna Aircraft Company April 2008 - May 2010
The Leukemia & Lymphoma Society 2005 - 2009
Hyatt Hotels & Resorts September 2004 - October 2007
The Chamber 2002 - 2007
Hilton Garden Inn May 2002 - June 2004
New England Financial April 2001 - September 2001
Cargill April 2000 - December 2000
Corporate Lodging Consultants June 1998 - April 2000
Skills
Strategic Planning, Team Building, Event Management, Leadership Development, Public Relations, Marketing Communications, Fundraising, Public Speaking, Event Planning, Marketing Strategy, Marketing, Training, Customer Service, Management, Analysis, Leadership, Strategy, Advertising, CRM, Nonprofits, Project Management, New Business Development, Budgets, Contract Negotiation, Sales, Negotiation, Time Management, Project Planning, Coaching, Direct Sales, Press Releases, Proposal Writing, Recruiting, Selling, Social Media, Trade Shows
Education
Southwestern College 1997 — 1999
Bachelor, Business Quality Management
Southwestern College 1997 — 1999
Bachelor, Human Resources
Friends University 1995 — 1997
N/A, Psychology
David Jabara, CPA January 2014 - Present
March of Dimes February 2010 - June 2013
Cessna Aircraft Company April 2008 - May 2010
The Leukemia & Lymphoma Society 2005 - 2009
Hyatt Hotels & Resorts September 2004 - October 2007
The Chamber 2002 - 2007
Hilton Garden Inn May 2002 - June 2004
New England Financial April 2001 - September 2001
Cargill April 2000 - December 2000
Corporate Lodging Consultants June 1998 - April 2000
Skills
Strategic Planning, Team Building, Event Management, Leadership Development, Public Relations, Marketing Communications, Fundraising, Public Speaking, Event Planning, Marketing Strategy, Marketing, Training, Customer Service, Management, Analysis, Leadership, Strategy, Advertising, CRM, Nonprofits, Project Management, New Business Development, Budgets, Contract Negotiation, Sales, Negotiation, Time Management, Project Planning, Coaching, Direct Sales, Press Releases, Proposal Writing, Recruiting, Selling, Social Media, Trade Shows
Education
Southwestern College 1997 — 1999
Bachelor, Business Quality Management
Southwestern College 1997 — 1999
Bachelor, Human Resources
Friends University 1995 — 1997
N/A, Psychology
Pat Robertson Pat Robertson's New England Financial Experience July 1988 - December 1998
Job Financial Consultant at Dixon & Company
Industry Financial Services
Experience
Dixon & Company August 2010 - Present
LPL Finanical July 2008 - August 2010
Raymond James Financial Inc. July 2000 - June 2006
New England Financial July 1988 - December 1998
New England Financial June 1978 - July 1987
Skills
Banking, Financial Analysis, Risk Management, Financial Modeling, Financial Risk, Commercial Banking, Credit Analysis, Wealth Management, Investments, Corporate Finance, Portfolio Management, Mortgage Lending, Loans, New Business Development, Management Team Building, Marketing and Sales..., Strategic Planning, Goal Setting, Productivity and..., Executive Presentation..., Financial Planning and..., Recruitment and..., Series 7, Mutual Funds, Investment Advisory, Strategic Financial..., Mergers & Acquisitions, Series 63, Asset Management, Financial Advisory, Finance, Team Building, Retirement Planning, Series 6, Retirement, Valuation, Financial Services, Fixed Annuities, Private Equity, Securities, Venture Capital, Executive Management, Management, Life Insurance, Insurance, Business Strategy, Asset Allocation, Estate Planning, 401k, Business Planning
Education
Georgia Southern University 1978 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration Finance & Insurance
Benedictine Military School 1975 — 1978
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Blessed Sacrament 1968 — 1974
Graduate, Religion/Religious Studies
Dixon & Company August 2010 - Present
LPL Finanical July 2008 - August 2010
Raymond James Financial Inc. July 2000 - June 2006
New England Financial July 1988 - December 1998
New England Financial June 1978 - July 1987
Skills
Banking, Financial Analysis, Risk Management, Financial Modeling, Financial Risk, Commercial Banking, Credit Analysis, Wealth Management, Investments, Corporate Finance, Portfolio Management, Mortgage Lending, Loans, New Business Development, Management Team Building, Marketing and Sales..., Strategic Planning, Goal Setting, Productivity and..., Executive Presentation..., Financial Planning and..., Recruitment and..., Series 7, Mutual Funds, Investment Advisory, Strategic Financial..., Mergers & Acquisitions, Series 63, Asset Management, Financial Advisory, Finance, Team Building, Retirement Planning, Series 6, Retirement, Valuation, Financial Services, Fixed Annuities, Private Equity, Securities, Venture Capital, Executive Management, Management, Life Insurance, Insurance, Business Strategy, Asset Allocation, Estate Planning, 401k, Business Planning
Education
Georgia Southern University 1978 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration Finance & Insurance
Benedictine Military School 1975 — 1978
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Blessed Sacrament 1968 — 1974
Graduate, Religion/Religious Studies
John Pereira, CFP's New England Financial Experience January 2008 - February 2010
Job Investment Advisor
Industry Financial Services
Experience
Fremont Bank Wealth Management January 2014 - Present
Merrill Edge August 2011 - December 2013
Citi Personal Wealth Management February 2010 - March 2011
New England Financial January 2008 - February 2010
Wells Capital Management February 1995 - August 2007
Skills
Investments, Portfolio Management, Fixed Income, Mutual Funds, Asset Allocation, Asset Managment, Securities, Investment Management, Investment Strategies, Bonds, Alternative Investments, Series 7, Financial Services, Wealth Management, Strategic Financial..., Asset Management
Education
Golden Gate Univeristy
MBA, Finance
Golden Gate University
BS, Finance
Fremont Bank Wealth Management January 2014 - Present
Merrill Edge August 2011 - December 2013
Citi Personal Wealth Management February 2010 - March 2011
New England Financial January 2008 - February 2010
Wells Capital Management February 1995 - August 2007
Skills
Investments, Portfolio Management, Fixed Income, Mutual Funds, Asset Allocation, Asset Managment, Securities, Investment Management, Investment Strategies, Bonds, Alternative Investments, Series 7, Financial Services, Wealth Management, Strategic Financial..., Asset Management
Education
Golden Gate Univeristy
MBA, Finance
Golden Gate University
BS, Finance
Benjamin Seamans, CFP®'s New England Financial Experience 2001 - 2003
Job Director of Planning at Lincoln Financial Advisors / Sagemark Consulting
Industry Financial Services
Experience
Lincoln Financial Advisors / Sagemark Consulting September 2011 - Present
Sagemark Consulting / Lincoln Financial Advisors June 2006 - Present
John Hancock Life Insurance Company (U.S.A.) 2003 - 2006
New England Financial 2001 - 2003
Brinker Capital June 1999 - October 2000
Education
Hobart and William Smith Colleges 1995 — 1999
Lincoln Financial Advisors / Sagemark Consulting September 2011 - Present
Sagemark Consulting / Lincoln Financial Advisors June 2006 - Present
John Hancock Life Insurance Company (U.S.A.) 2003 - 2006
New England Financial 2001 - 2003
Brinker Capital June 1999 - October 2000
Education
Hobart and William Smith Colleges 1995 — 1999
Victor Goldman's New England Financial Experience 1996 - 2006
Job General Agent at MassMutual Phoenix
Industry Financial Services
Experience
MassMutual Phoenix March 2015 - Present
Genworth Financial July 2013 - March 2015
Lee, Nolan & Koroghlian, LLC - MassMutual Financial Group March 2011 - July 2013
Lenox Advisors, Inc. December 2006 - March 2011
New England Financial 1996 - 2006
Skills
Long-term Care, Leadership, Asset Allocation, Asset Management, Disability Insurance, Employee Benefits, Business Planning, Entrepreneurship, Estate Planning, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Life Insurance, Investments, Management, Long Term Care Insurance, Marketing, Marketing Strategy, Mutual Funds, Public Speaking, Retirement, Sales, Securities, Series 7, Retirement Planning, Wealth Management, Strategic Financial..., Social Media, Customer Service, Finance, Sales Operations
Education
Lafayette College 1992 — 1996
Bachelor of Arts (B.A.), Mathematics / Economics
MassMutual Phoenix March 2015 - Present
Genworth Financial July 2013 - March 2015
Lee, Nolan & Koroghlian, LLC - MassMutual Financial Group March 2011 - July 2013
Lenox Advisors, Inc. December 2006 - March 2011
New England Financial 1996 - 2006
Skills
Long-term Care, Leadership, Asset Allocation, Asset Management, Disability Insurance, Employee Benefits, Business Planning, Entrepreneurship, Estate Planning, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Life Insurance, Investments, Management, Long Term Care Insurance, Marketing, Marketing Strategy, Mutual Funds, Public Speaking, Retirement, Sales, Securities, Series 7, Retirement Planning, Wealth Management, Strategic Financial..., Social Media, Customer Service, Finance, Sales Operations
Education
Lafayette College 1992 — 1996
Bachelor of Arts (B.A.), Mathematics / Economics
Laura Neider Coy's New England Financial Experience July 1995 - July 2002
Job Stay at home mom
Industry Arts and Crafts
Experience
Home March 2005 - Present
Great-West Financial August 2003 - March 2005
The Fedeli Group July 2002 - February 2003
New England Financial July 1995 - July 2002
Education
John Carroll University 1991 — 1995
Bachelor of Arts (BA), Communication
Home March 2005 - Present
Great-West Financial August 2003 - March 2005
The Fedeli Group July 2002 - February 2003
New England Financial July 1995 - July 2002
Education
John Carroll University 1991 — 1995
Bachelor of Arts (BA), Communication
Patrice Sarna's New England Financial Experience April 2007 - Present
Job Financial Representative at New England Financial
Industry Financial Services
Experience
New England Financial April 2007 - Present
Education
Iona College 1980 — 1984
New England Financial April 2007 - Present
Education
Iona College 1980 — 1984
steve sardina's New England Financial Experience March 1979 - September 1991
Job programer at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman January 1992 - April 2005
New England Financial March 1979 - September 1991
Education
Harvard University 1977 — 1981
botany
University of Massachusetts Boston 1973 — 1979
ms, biology chem
Brown Brothers Harriman January 1992 - April 2005
New England Financial March 1979 - September 1991
Education
Harvard University 1977 — 1981
botany
University of Massachusetts Boston 1973 — 1979
ms, biology chem
Edward McAvinn's New England Financial Experience 1996 - 2000
Job at Thomson Reuters
Industry Computer Software
Experience
Thomson Reuters September 2001 - Present
CBUANE 2008 - Present
Thomson Financial September 2001 - January 2008
Politzer and Haney January 2000 - September 2001
New England Financial 1996 - 2000
Skills
SQL, Agile Methodologies, Java, XML, Software Development, Scrum, Test Automation, Software Quality..., SDLC, Software Project..., Testing
Education
University of Massachusetts at Amherst - Isenberg School of Management 1985 — 1989
BBA, Management
Thomson Reuters September 2001 - Present
CBUANE 2008 - Present
Thomson Financial September 2001 - January 2008
Politzer and Haney January 2000 - September 2001
New England Financial 1996 - 2000
Skills
SQL, Agile Methodologies, Java, XML, Software Development, Scrum, Test Automation, Software Quality..., SDLC, Software Project..., Testing
Education
University of Massachusetts at Amherst - Isenberg School of Management 1985 — 1989
BBA, Management
Michael D. Rosenfeld's New England Financial Experience 2008 - 2009
Job Commercial Real Estate Professional, Vice President at The Rochlin Organization, Board Member CIBSLI
Industry Commercial Real Estate
Experience
The Rochlin Organization April 2009 - Present
Sutton and Edwards Commercial Real Estate 2007 - April 2009
New England Financial 2008 - 2009
IFR/Acorn Group 1987 - 2006
IFR of NY/CT, Inc. 1987 - 2004
Skills
Tenant Representation, Real Estate Development, Owner Representation, Brokerage, Disposition, Location Intelligence, Real Estate, Corporate Real Estate, Tenant, Acquisitions, Real Estate Transactions, Landlords, Commercial Leasing, Property, Commercial Real Estate, Lease Negotiations, Investments, Leases, Investment Properties, Investors, Rentals, Sellers, Real Property, Real Estate Financing, Land Acquisition, Real Estate Economics, Lease Administration
Education
Ithaca College 1981 — 1985
Business Administration, Management and Operations
John Jay High School Cross River, NY 1977 — 1980
John Jay High School Cross River, NY
The Rochlin Organization April 2009 - Present
Sutton and Edwards Commercial Real Estate 2007 - April 2009
New England Financial 2008 - 2009
IFR/Acorn Group 1987 - 2006
IFR of NY/CT, Inc. 1987 - 2004
Skills
Tenant Representation, Real Estate Development, Owner Representation, Brokerage, Disposition, Location Intelligence, Real Estate, Corporate Real Estate, Tenant, Acquisitions, Real Estate Transactions, Landlords, Commercial Leasing, Property, Commercial Real Estate, Lease Negotiations, Investments, Leases, Investment Properties, Investors, Rentals, Sellers, Real Property, Real Estate Financing, Land Acquisition, Real Estate Economics, Lease Administration
Education
Ithaca College 1981 — 1985
Business Administration, Management and Operations
John Jay High School Cross River, NY 1977 — 1980
John Jay High School Cross River, NY
Rich Policella's New England Financial Experience January 1987 - December 1989
Job Managing Partner at Policella Associates
Industry Staffing and Recruiting
Experience
Policella Associates September 2003 - Present
Croke Associates January 1990 - September 2003
New England Financial January 1987 - December 1989
Skills
Talent Acquisition, Recruiting, Coaching, Employee Benefits, Strategic Planning, Sales Management, Leadership Development, Account Management, Succession Planning, Leadership, Sales, Management, Training, Team Building, New Business Development, Insurance, Talent Management, Small Business, Disability Insurance, Strategy, 401k, Fixed Annuities, Series 6, Retirement Planning, Estate Planning
Education
Framingham State University
Bachelors, Education
Policella Associates September 2003 - Present
Croke Associates January 1990 - September 2003
New England Financial January 1987 - December 1989
Skills
Talent Acquisition, Recruiting, Coaching, Employee Benefits, Strategic Planning, Sales Management, Leadership Development, Account Management, Succession Planning, Leadership, Sales, Management, Training, Team Building, New Business Development, Insurance, Talent Management, Small Business, Disability Insurance, Strategy, 401k, Fixed Annuities, Series 6, Retirement Planning, Estate Planning
Education
Framingham State University
Bachelors, Education
Jaime Lynn Scott's New England Financial Experience June 2005 - August 2006
Job General Manager at Regus
Industry Commercial Real Estate
Experience
Regus August 2014 - Present
Exelon Nuclear October 2013 - August 2014
Ocean County Prosecutor's Office May 2012 - December 2012
Empact Insurance Group August 2006 - October 2011
New England Financial June 2005 - August 2006
United States Coast Guard July 1999 - September 2003
Skills
Database Administration, Microsoft Excel, Microsoft Office, Cold Calling, Research, Data Analysis, Outlook, Administrative..., Data Entry, Customer Service, Insurance, SPSS, Training, Human Resources, Time Management, Team Building, Employee Benefits, Office Management, Policy, Office Administration, Public Speaking, Project Planning, Management, Administration, Event Planning, Process Scheduler, Leadership, Organizational...
Education
Fairleigh Dickinson University-Metropolitan Campus 2013 — 2014
Master of Administrative Science, Public Administration
Kean University 2010 — 2012
Bachelor of Arts (B.A.), Public Adminstration, 4.0
Ocean County College 2003 — 2005
A.A.S., Business Administration
Regus August 2014 - Present
Exelon Nuclear October 2013 - August 2014
Ocean County Prosecutor's Office May 2012 - December 2012
Empact Insurance Group August 2006 - October 2011
New England Financial June 2005 - August 2006
United States Coast Guard July 1999 - September 2003
Skills
Database Administration, Microsoft Excel, Microsoft Office, Cold Calling, Research, Data Analysis, Outlook, Administrative..., Data Entry, Customer Service, Insurance, SPSS, Training, Human Resources, Time Management, Team Building, Employee Benefits, Office Management, Policy, Office Administration, Public Speaking, Project Planning, Management, Administration, Event Planning, Process Scheduler, Leadership, Organizational...
Education
Fairleigh Dickinson University-Metropolitan Campus 2013 — 2014
Master of Administrative Science, Public Administration
Kean University 2010 — 2012
Bachelor of Arts (B.A.), Public Adminstration, 4.0
Ocean County College 2003 — 2005
A.A.S., Business Administration
Kelly Youngberg's New England Financial Experience 1998 - 1999
Job Marquis Consulting, LLC
Industry Investment Management
Experience
Marquis Consulting January 2006 - Present
New England Financial 1998 - 1999
Skills
Insurance, Annuities, Securities, Customer Relations, Financial Planning, Investment Strategies, Client Retention, Client Services, Marketing Communications, Educational Seminars, Seminar Presentations, Market Research, Financial Analysis, Due Diligence, Strategic Financial..., Customer Service
Education
American International College 2011 — 2013
MdE, Elementary Education and Teaching
Elms College 1993 — 1995
Bachelors, Paralegal Studies
Holyoke Community College 1992 — 1993
Liberal Arts
Sacred Heart University 1991 — 1992
Liberal Arts
Marquis Consulting January 2006 - Present
New England Financial 1998 - 1999
Skills
Insurance, Annuities, Securities, Customer Relations, Financial Planning, Investment Strategies, Client Retention, Client Services, Marketing Communications, Educational Seminars, Seminar Presentations, Market Research, Financial Analysis, Due Diligence, Strategic Financial..., Customer Service
Education
American International College 2011 — 2013
MdE, Elementary Education and Teaching
Elms College 1993 — 1995
Bachelors, Paralegal Studies
Holyoke Community College 1992 — 1993
Liberal Arts
Sacred Heart University 1991 — 1992
Liberal Arts
Erik McMillan's New England Financial Experience February 2000 - May 2002
Job Captain at The Trust (Powered by the NFLPA)
Industry Sports
Experience
The Trust (Powered by the NFLPA) October 2013 - Present
Alcovy High School Football Assistant Coach September 2011 - Present
NFL Former Players Board of Directors March 2006 - March 2012
Cardinal Ritter College Prep High school September 2010 - May 2011
Fantapper January 2009 - October 2010
Novartis June 2002 - December 2008
New England Financial February 2000 - May 2002
NFLPA 1988 - 1993
Skills
Teamwork, Consultative Selling, Coaching, Sales Management, Team Building, Mentoring, People Management, Educational Technology, Special Education, Community Relations, Community Outreach, Youth Development, Youth Leadership, Youth Mentoring, Entrepreneurial Skills, Time Management, Money Management, Selling, Public Speaking, Sports, Entrepreneurship, Sponsorship, Community Development, Management, Social Media, Teaching, Nonprofits, Leadership, Training, Public Relations, Sports Marketing, Football, Event Planning, Athletic Training, Sports Management, Sports Coaching, Athletics, Baseball, Social Networking, Event Management, Scouting, Sales, Fitness, Basketball, Ticket Sales, Sponsorship Sales, Marketing, Leadership Development, Strategic Planning, Fundraising
Education
Fordham University 1989 — 1991
MS.ED., Education Administration
University of Missouri-Columbia 1983 — 1987
BS., Business Administration
John F. Kennedy High 1980 — 1983
High School Diploma, Biology, General
The Trust (Powered by the NFLPA) October 2013 - Present
Alcovy High School Football Assistant Coach September 2011 - Present
NFL Former Players Board of Directors March 2006 - March 2012
Cardinal Ritter College Prep High school September 2010 - May 2011
Fantapper January 2009 - October 2010
Novartis June 2002 - December 2008
New England Financial February 2000 - May 2002
NFLPA 1988 - 1993
Skills
Teamwork, Consultative Selling, Coaching, Sales Management, Team Building, Mentoring, People Management, Educational Technology, Special Education, Community Relations, Community Outreach, Youth Development, Youth Leadership, Youth Mentoring, Entrepreneurial Skills, Time Management, Money Management, Selling, Public Speaking, Sports, Entrepreneurship, Sponsorship, Community Development, Management, Social Media, Teaching, Nonprofits, Leadership, Training, Public Relations, Sports Marketing, Football, Event Planning, Athletic Training, Sports Management, Sports Coaching, Athletics, Baseball, Social Networking, Event Management, Scouting, Sales, Fitness, Basketball, Ticket Sales, Sponsorship Sales, Marketing, Leadership Development, Strategic Planning, Fundraising
Education
Fordham University 1989 — 1991
MS.ED., Education Administration
University of Missouri-Columbia 1983 — 1987
BS., Business Administration
John F. Kennedy High 1980 — 1983
High School Diploma, Biology, General
Christopher P. Cheshire, M.B.A.'s New England Financial Experience October 2001 - February 2003
Job Registered Investment Adviser
Industry Financial Services
Experience
Cheshire Capital, Inc. August 1996 - Present
Capitas Financial February 2003 - May 2004
New England Financial October 2001 - February 2003
DayTrade, Inc. February 1997 - October 2001
Cheshire Capital Partners, LLC August 1996 - October 2001
Jacksonville Therapy Services March 1993 - August 1996
Skills
Series 7, Retirement Planning, Fixed Annuities, Asset Managment, Investments, Asset Management, Financial Analysis, Wealth Management, Investment Advisory, Strategic Financial..., Finance, Investment Strategies, Portfolio Management, Alternative Investments, Equities, Asset Allocation, Securities, Financial Services, Hedge Funds, Estate Planning, Insurance, Financial Markets, Life Insurance
Education
Roy E. Crummer Graduate School of Business 1988 — 1990
M.B.A., Finance & Marketing
Golden Gate University, School of Law 1991 — 1992
NA - did not complete studies, Law
Rollins College 1983 — 1987
B.A., Sociology and Anthropology
The Bolles School 1977 — 1983
Nick Bollettieri Academy 1979 — 1980
NA
Cheshire Capital, Inc. August 1996 - Present
Capitas Financial February 2003 - May 2004
New England Financial October 2001 - February 2003
DayTrade, Inc. February 1997 - October 2001
Cheshire Capital Partners, LLC August 1996 - October 2001
Jacksonville Therapy Services March 1993 - August 1996
Skills
Series 7, Retirement Planning, Fixed Annuities, Asset Managment, Investments, Asset Management, Financial Analysis, Wealth Management, Investment Advisory, Strategic Financial..., Finance, Investment Strategies, Portfolio Management, Alternative Investments, Equities, Asset Allocation, Securities, Financial Services, Hedge Funds, Estate Planning, Insurance, Financial Markets, Life Insurance
Education
Roy E. Crummer Graduate School of Business 1988 — 1990
M.B.A., Finance & Marketing
Golden Gate University, School of Law 1991 — 1992
NA - did not complete studies, Law
Rollins College 1983 — 1987
B.A., Sociology and Anthropology
The Bolles School 1977 — 1983
Nick Bollettieri Academy 1979 — 1980
NA
Candace Heezen's New England Financial Experience December 1998 - December 2002
Job Career Services & Service Learning
Industry Higher Education
Experience
Kilgore College August 2012 - March 2015
Frito Lay January 2007 - March 2009
New England Financial December 1998 - December 2002
Skills
Teaching, Newsletters, Marketing, Event Planning, Editing, Student Affairs, Team Building, Community Outreach, Event Management, Resume Writing, Interview Preparation, Career Counseling, Social Networking, Student Development, Budgets, PowerPoint, Higher Education
Education
Kilgore College 1994 — 1998
Associate of Arts and Sciences (AAS), Computer Science
Weber State University
Kilgore College August 2012 - March 2015
Frito Lay January 2007 - March 2009
New England Financial December 1998 - December 2002
Skills
Teaching, Newsletters, Marketing, Event Planning, Editing, Student Affairs, Team Building, Community Outreach, Event Management, Resume Writing, Interview Preparation, Career Counseling, Social Networking, Student Development, Budgets, PowerPoint, Higher Education
Education
Kilgore College 1994 — 1998
Associate of Arts and Sciences (AAS), Computer Science
Weber State University
Robin Buckley's New England Financial Experience January 2003 - July 2006
Job Hot4Lax Lacrosse
Industry Sports
Experience
Milwaukee Marauders July 2011 - Present
Milwaukee School of Engineering January 2006 - Present
Hot4Lax Lacrosse June 2005 - Present
Wisconsin Lacrosse Federation January 2002 - August 2011
Milwaukee Area Youth Lacrosse Association January 2001 - August 2011
New England Financial January 2003 - July 2006
American Express Finacial Advisors September 1997 - January 2003
The Rectory School September 1995 - June 1997
Skills
private lessons, Program Development, Teaching Skills, Promotions, Fundraising, Public Speaking, Coaching, Strategic Planning, Event Planning, Team Building, Microsoft Office, Event Management, PowerPoint, Social Media, Community Outreach, Teaching
Education
Lake Forest College 1985 — 1989
Bachelor of Arts, Economics
The Lawrenceville School 1982 — 1985
Milwaukee Marauders July 2011 - Present
Milwaukee School of Engineering January 2006 - Present
Hot4Lax Lacrosse June 2005 - Present
Wisconsin Lacrosse Federation January 2002 - August 2011
Milwaukee Area Youth Lacrosse Association January 2001 - August 2011
New England Financial January 2003 - July 2006
American Express Finacial Advisors September 1997 - January 2003
The Rectory School September 1995 - June 1997
Skills
private lessons, Program Development, Teaching Skills, Promotions, Fundraising, Public Speaking, Coaching, Strategic Planning, Event Planning, Team Building, Microsoft Office, Event Management, PowerPoint, Social Media, Community Outreach, Teaching
Education
Lake Forest College 1985 — 1989
Bachelor of Arts, Economics
The Lawrenceville School 1982 — 1985
Bonnie Matous's New England Financial Experience 1996 - 1998
Job Software Engineer at Concurrent Technologies Corporation
Industry Research
Experience
Concurrent Technologies Corporation March 2003 - Present
Concurrent Technologies Corporation March 2003 - August 2008
New England Financial 1996 - 1998
Skills
Systems Engineering, Software Engineering, Java, Eclipse, Software Development, C++, ClearCase, C#, XML, Python, Object Oriented Design, Configuration Management, JavaScript, Embedded Systems, Simulations, .NET, C, Spring, SQL, JSP, Software Design
Education
Indiana University of Pennsylvania 1991 — 1996
Bachelor's degree, Computer Science
Concurrent Technologies Corporation March 2003 - Present
Concurrent Technologies Corporation March 2003 - August 2008
New England Financial 1996 - 1998
Skills
Systems Engineering, Software Engineering, Java, Eclipse, Software Development, C++, ClearCase, C#, XML, Python, Object Oriented Design, Configuration Management, JavaScript, Embedded Systems, Simulations, .NET, C, Spring, SQL, JSP, Software Design
Education
Indiana University of Pennsylvania 1991 — 1996
Bachelor's degree, Computer Science
Patrice Christian's New England Financial Experience August 2009 - October 2010
Job Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. July 2012 - Present
Producers Financial Network August 2010 - July 2012
New England Financial August 2009 - October 2010
New England Financial 2009 - June 2010
T. Rowe Price October 2007 - April 2009
T. Rowe Price February 2006 - April 2009
Chase, Personal Banker August 2004 - February 2006
Thieman and Associates, Inc March 2004 - July 2004
Smith Barney October 2000 - May 2003
Dianne F Wright, Smith Barney September 1999 - October 2000
Skills
Series 7, Insurance, Series 66, Annuities, Retirement, Mutual Funds, Investments, Long Term Care, Investment Strategies, IRA's, Asset Allocation
Education
LeTourneau University
Bachelor of Science, Business Management
Kilgore College
Associate of Applied Science, Computer Science
LeTourneau University
BS, Business Management
Transamerica Financial Advisors, Inc. July 2012 - Present
Producers Financial Network August 2010 - July 2012
New England Financial August 2009 - October 2010
New England Financial 2009 - June 2010
T. Rowe Price October 2007 - April 2009
T. Rowe Price February 2006 - April 2009
Chase, Personal Banker August 2004 - February 2006
Thieman and Associates, Inc March 2004 - July 2004
Smith Barney October 2000 - May 2003
Dianne F Wright, Smith Barney September 1999 - October 2000
Skills
Series 7, Insurance, Series 66, Annuities, Retirement, Mutual Funds, Investments, Long Term Care, Investment Strategies, IRA's, Asset Allocation
Education
LeTourneau University
Bachelor of Science, Business Management
Kilgore College
Associate of Applied Science, Computer Science
LeTourneau University
BS, Business Management
Tim Brecheisen's New England Financial Experience August 2009 - January 2010
Job Senior Sales Executive at Lamar Advertising Company
Industry Financial Services
Experience
Lamar Advertising Company May 2010 - Present
New England Financial August 2009 - January 2010
Sysco Foods January 2006 - April 2008
MAGIC MEDIA, Inc. September 2004 - October 2005
Clear Channel Communications January 1995 - April 2003
Education
Newman University
B.S., Business Management
Kansas State University 1978 — 1981
Lamar Advertising Company May 2010 - Present
New England Financial August 2009 - January 2010
Sysco Foods January 2006 - April 2008
MAGIC MEDIA, Inc. September 2004 - October 2005
Clear Channel Communications January 1995 - April 2003
Education
Newman University
B.S., Business Management
Kansas State University 1978 — 1981
Patricia Bradner-Heidke's New England Financial Experience January 2003 - December 2005
Job Investment Counselor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group December 2005 - Present
New England Financial January 2003 - December 2005
American Express Financial Advisors July 1997 - December 2002
Skills
series 7, Retirement, FINRA, Fixed Annuities, Investment Advisory, Mutual Funds, Asset Allocation, Investments, Series 65, Wealth Management, Wealth Accumulation, Education Funding, Investment Strategies, 401k, Financial Planners, Series 7, Insurance, Securities, Financial Planning
Education
Iowa State University
Macalester College
Principal Financial Group December 2005 - Present
New England Financial January 2003 - December 2005
American Express Financial Advisors July 1997 - December 2002
Skills
series 7, Retirement, FINRA, Fixed Annuities, Investment Advisory, Mutual Funds, Asset Allocation, Investments, Series 65, Wealth Management, Wealth Accumulation, Education Funding, Investment Strategies, 401k, Financial Planners, Series 7, Insurance, Securities, Financial Planning
Education
Iowa State University
Macalester College
Dan Sabella ☁'s New England Financial Experience September 2008 - September 2009
Job Helping Businesses Better Connect With Their Customers by Leveraging the Salesforce Platform
Industry Computer Software
Experience
Salesforce February 2015 - Present
salesforce.com October 2013 - January 2015
CareerBuilder.com May 2013 - September 2013
National Collegiate Scouting Association January 2012 - April 2013
National Collegiate Scouting Association April 2010 - January 2012
New England Financial September 2008 - September 2009
ERC May 2007 - May 2008
Skills
Salesforce.com, Recruiting, Training, Sales, Sales Operations, Leadership, Coaching, Sports, Relationship Management, Sales Management, Sales Process, New Business Development, Interpersonal Savvy, Cold Calling, Building Relationships, Consulting, B2B, Time Management, Operations Management, Strategic Partnerships, Interpersonal Leadership, Creative Problem Solving, Strategic Thinking, Strategic Leadership, Solution Selling, SaaS, SalesFor, Intellectually Curious, ROI Justification, Delivering ROI, Executive Team Alignment, Sandler, Discovery Process, CRM, Account Management, Social Media Marketing, Marketing, Social Media, Customer Service
Education
John Carroll University 2004 — 2008
B.S., Psychology
Lyons Township High School 2000 — 2004
High School Diploma
Salesforce February 2015 - Present
salesforce.com October 2013 - January 2015
CareerBuilder.com May 2013 - September 2013
National Collegiate Scouting Association January 2012 - April 2013
National Collegiate Scouting Association April 2010 - January 2012
New England Financial September 2008 - September 2009
ERC May 2007 - May 2008
Skills
Salesforce.com, Recruiting, Training, Sales, Sales Operations, Leadership, Coaching, Sports, Relationship Management, Sales Management, Sales Process, New Business Development, Interpersonal Savvy, Cold Calling, Building Relationships, Consulting, B2B, Time Management, Operations Management, Strategic Partnerships, Interpersonal Leadership, Creative Problem Solving, Strategic Thinking, Strategic Leadership, Solution Selling, SaaS, SalesFor, Intellectually Curious, ROI Justification, Delivering ROI, Executive Team Alignment, Sandler, Discovery Process, CRM, Account Management, Social Media Marketing, Marketing, Social Media, Customer Service
Education
John Carroll University 2004 — 2008
B.S., Psychology
Lyons Township High School 2000 — 2004
High School Diploma
Roy Hughes's New England Financial Experience January 1998 - January 2000
Job Financial Services Professional, Regional Marketing Director for Financial Destination
Industry Financial Services
Experience
H & H Enterprises January 2008 - Present
US Bank Home Mortgage February 2007 - Present
FDI 2008 - 2010
Wells Fargo Home Mortgage March 2005 - February 2007
New York Life April 2002 - August 2004
AmeriCredit February 2003 - April 2004
MBNA August 2002 - February 2003
Bank One January 2000 - August 2002
New England Financial January 1998 - January 2000
National City Bank January 1996 - January 1998
Education
Kentucky State University 1982 — 1987
B.S., Business Administration
H & H Enterprises January 2008 - Present
US Bank Home Mortgage February 2007 - Present
FDI 2008 - 2010
Wells Fargo Home Mortgage March 2005 - February 2007
New York Life April 2002 - August 2004
AmeriCredit February 2003 - April 2004
MBNA August 2002 - February 2003
Bank One January 2000 - August 2002
New England Financial January 1998 - January 2000
National City Bank January 1996 - January 1998
Education
Kentucky State University 1982 — 1987
B.S., Business Administration
Ghada Shaker's New England Financial Experience October 2008 - March 2009
Job Pharmaceuticals Professional
Industry Pharmaceuticals
Experience
New England Financial October 2008 - March 2009
Pharmacy September 1997 - September 2007
CH2M HILL March 2006 - March 2007
Parsons September 2004 - March 2006
Al-Hiti Pharmaceutical Partners – Baghdad, Iraq February 2001 - September 2004
The Iraqi Ministry of Health 1991 - 2001
Skills
Project Management, Training, Process Improvement, Program Management, Strategic Planning, Management, Team Leadership, Public Relations, Engineering, Negotiation, Leadership, Team Building, Quality Assurance, Customer Service, Business Strategy, Nonprofits, Strategy, Analysis, Organizational..., New Business Development, Healthcare, Marketing, Business Planning, Change Management, Business Development, Project Planning, Budgets, Contract Negotiation, Management Consulting, Operations Management, Start-ups, Coaching, Leadership Development, Sales Management, Entrepreneurship, Cross-functional Team..., Vendor Management, Risk Management, Contract Management, Business Analysis, Marketing Strategy, Team Management, Sales, Forecasting, Product Development, Pharmaceutics, Data Analysis
Education
Lake Forest Graduate School of Management 2008 — 2010
Master's, Business Management
The German-Jordanian University / Talal Abu Ghazaleh School of Business 2007 — 2010
Master's, Business Administration
Jami'at Baghdad 1982 — 1987
Bachlore in Science, Pharmacy
New England Financial October 2008 - March 2009
Pharmacy September 1997 - September 2007
CH2M HILL March 2006 - March 2007
Parsons September 2004 - March 2006
Al-Hiti Pharmaceutical Partners – Baghdad, Iraq February 2001 - September 2004
The Iraqi Ministry of Health 1991 - 2001
Skills
Project Management, Training, Process Improvement, Program Management, Strategic Planning, Management, Team Leadership, Public Relations, Engineering, Negotiation, Leadership, Team Building, Quality Assurance, Customer Service, Business Strategy, Nonprofits, Strategy, Analysis, Organizational..., New Business Development, Healthcare, Marketing, Business Planning, Change Management, Business Development, Project Planning, Budgets, Contract Negotiation, Management Consulting, Operations Management, Start-ups, Coaching, Leadership Development, Sales Management, Entrepreneurship, Cross-functional Team..., Vendor Management, Risk Management, Contract Management, Business Analysis, Marketing Strategy, Team Management, Sales, Forecasting, Product Development, Pharmaceutics, Data Analysis
Education
Lake Forest Graduate School of Management 2008 — 2010
Master's, Business Management
The German-Jordanian University / Talal Abu Ghazaleh School of Business 2007 — 2010
Master's, Business Administration
Jami'at Baghdad 1982 — 1987
Bachlore in Science, Pharmacy
Daniella Tiller's New England Financial Experience March 2007 - October 2008
Job J.D.
Industry Law Practice
Experience
Daniella N. Tiller, PLLC May 2013 - Present
West Publishing October 2010 - May 2012
New England Financial March 2007 - October 2008
MehaffyWeber, P.C. 2003 - 2005
Skills
Legal Research, Westlaw, Legal Writing, Contract Negotiation
Education
South Texas College of Law 2010 — 2012
J.D., Law
Houston Baptist University 1999 — 2004
B.A., Political Science/Business
Daniella N. Tiller, PLLC May 2013 - Present
West Publishing October 2010 - May 2012
New England Financial March 2007 - October 2008
MehaffyWeber, P.C. 2003 - 2005
Skills
Legal Research, Westlaw, Legal Writing, Contract Negotiation
Education
South Texas College of Law 2010 — 2012
J.D., Law
Houston Baptist University 1999 — 2004
B.A., Political Science/Business
Karol Kopacz's New England Financial Experience September 1990 - September 1998
Job Database Administrator at Mount Ida College
Industry Information Technology and Services
Experience
Mount Ida College March 2010 - Present
Metlife 1998 - December 2009
New England Financial September 1990 - September 1998
Skills
T-SQL, ETL
Education
Framingham State University
Computer Science
University of Massachusetts, Amherst
B.S., Natural Sciences
Mount Ida College March 2010 - Present
Metlife 1998 - December 2009
New England Financial September 1990 - September 1998
Skills
T-SQL, ETL
Education
Framingham State University
Computer Science
University of Massachusetts, Amherst
B.S., Natural Sciences
Judy Kinsey's New England Financial Experience 1980 - 1996
Job Volunteer for Beacon Hospice
Industry Information Technology and Services
Experience
Beacon Hospice January 2010 - Present
your direction January 2009 - December 2009
Metropolitan Life Insurance Company February 1996 - December 2008
New England Financial 1980 - 1996
Education
Indiana University of Pennsylvania
BS, Applied Mathematics
Beacon Hospice January 2010 - Present
your direction January 2009 - December 2009
Metropolitan Life Insurance Company February 1996 - December 2008
New England Financial 1980 - 1996
Education
Indiana University of Pennsylvania
BS, Applied Mathematics
Joe Pease's New England Financial Experience 1996 - 1999
Job Marketing Director at MassMutual
Industry Insurance
Experience
MassMutual Financial Group November 2005 - Present
John Hancock 2003 - 2005
Allmerica Financial 2000 - 2003
Sun Life Financial 1999 - 2000
New England Financial 1996 - 1999
Education
Keene State College 1990 — 1993
University of Oklahoma 1988 — 1993
MassMutual Financial Group November 2005 - Present
John Hancock 2003 - 2005
Allmerica Financial 2000 - 2003
Sun Life Financial 1999 - 2000
New England Financial 1996 - 1999
Education
Keene State College 1990 — 1993
University of Oklahoma 1988 — 1993
Duncan McCorquodale's New England Financial Experience April 2002 - March 2007
Job Director of Admissions College of Professional Studies at Indiana Tech
Industry Education Management
Experience
Indiana Tech November 2013 - Present
Indiana Tech May 2011 - November 2013
Indiana Tech May 2009 - December 2012
New England Financial April 2002 - March 2007
Skills
Leadership, Management, Time Management, Human Resources, Leadership Development, Marketing, Program Management, Staff Development, Career Development, Enrollment Management, Training, Admissions, Coaching, Adult Education, Career Counseling, Public Speaking, Customer Service
Education
Indiana Institute of Technology 2013 — 2015
Master of Business Administration (MBA)
Indiana Institute of Technology 2009 — 2012
Bachelor of Science (B.S.), Organizational Leadership, Summa Cum Laude
Indiana Tech November 2013 - Present
Indiana Tech May 2011 - November 2013
Indiana Tech May 2009 - December 2012
New England Financial April 2002 - March 2007
Skills
Leadership, Management, Time Management, Human Resources, Leadership Development, Marketing, Program Management, Staff Development, Career Development, Enrollment Management, Training, Admissions, Coaching, Adult Education, Career Counseling, Public Speaking, Customer Service
Education
Indiana Institute of Technology 2013 — 2015
Master of Business Administration (MBA)
Indiana Institute of Technology 2009 — 2012
Bachelor of Science (B.S.), Organizational Leadership, Summa Cum Laude
Scott Harris CLTC's New England Financial Experience June 1988 - February 2003
Job Vice President at Key Private Bank
Industry Financial Services
Experience
Key Private Bank 2013 - Present
Lincoln Financial Advisors 2007 - 2013
John Hancock Financial Services/The Carta Group February 2003 - June 2006
New England Financial June 1988 - February 2003
Skills
Financial Planners, Wealth, Investments, Strategic Financial..., Series 63, Series 6, Retirement Planning, Fixed Annuities, IRAs, Retirement, Wealth Accumulation, Long-term Care, Disability Insurance, Education Funding, Financial Advisory
Education
Ithaca College 1983 — 1987
BA, Political Science/Economics
Key Private Bank 2013 - Present
Lincoln Financial Advisors 2007 - 2013
John Hancock Financial Services/The Carta Group February 2003 - June 2006
New England Financial June 1988 - February 2003
Skills
Financial Planners, Wealth, Investments, Strategic Financial..., Series 63, Series 6, Retirement Planning, Fixed Annuities, IRAs, Retirement, Wealth Accumulation, Long-term Care, Disability Insurance, Education Funding, Financial Advisory
Education
Ithaca College 1983 — 1987
BA, Political Science/Economics
Benjamin Wayne's New England Financial Experience June 2009 - August 2009
Job AVP, Commercial Lender at Colorado Business Bank
Industry Banking
Experience
Colorado Business Bank July 2014 - Present
Sick Stickz LLC November 2007 - Present
Guaranty Bank and Trust Company July 2013 - June 2014
UMB Bank June 2011 - June 2013
Avant-Garde Wealth Management Inc. September 2010 - April 2011
New England Financial June 2009 - August 2009
Skills
Financial Analysis, Valuation, Equity Research, Financial Modeling, Commercial Credit, Business Development, Business Planning, Mergers & Acquisitions, Credit, Forecasting, Leadership, Entrepreneurship, Private Equity, Banking
Education
University of Denver - Daniels College of Business 2010 — 2011
MBA, Finance
University of Denver - Daniels College of Business 2008 — 2010
BSBA, Finance
Gonzaga University 2006 — 2008
Finance
Colorado Business Bank July 2014 - Present
Sick Stickz LLC November 2007 - Present
Guaranty Bank and Trust Company July 2013 - June 2014
UMB Bank June 2011 - June 2013
Avant-Garde Wealth Management Inc. September 2010 - April 2011
New England Financial June 2009 - August 2009
Skills
Financial Analysis, Valuation, Equity Research, Financial Modeling, Commercial Credit, Business Development, Business Planning, Mergers & Acquisitions, Credit, Forecasting, Leadership, Entrepreneurship, Private Equity, Banking
Education
University of Denver - Daniels College of Business 2010 — 2011
MBA, Finance
University of Denver - Daniels College of Business 2008 — 2010
BSBA, Finance
Gonzaga University 2006 — 2008
Finance
William Batchelor's New England Financial Experience January 1986 - January 1992
Job Mentor & Counselor at Dedham Correctional Facility
Industry Marketing and Advertising
Experience
Asaman, Inc. July 2012 - Present
Dedham Correctional Facility March 2012 - Present
Town of Franklin 2015 - 2015
Town of Franklin 2015 - 2015
EnergyUSA October 2010 - February 2012
AGAR Supply Co., Inc. March 2005 - April 2010
All Seasons Services 1997 - 2005
Cybersmith January 1995 - January 1998
Seasoned To Taste Catering January 1992 - January 1995
New England Financial January 1986 - January 1992
Skills
Strategy, Negotiation, Sales, Sales Management, Budgets, Profit, Team Building, Start-ups, New Business Development, Marketing, Management, Microsoft Excel, Training, Customer Service, Leadership, Strategic Planning, Mergers & Acquisitions, Inventory Management, Coaching, Recruiting, Income Statement, Operations Management, Contract Negotiation, Retail, Management Consulting, Program Management, Public Relations, Procurement, Human Resources, Forecasting, Sales Operations, Business Strategy, Account Management, Pricing, Brand Management, Business Planning, P&L Management, Business Development, Marketing Strategy, Cross-functional Team..., Market Planning, Key Account Management, B2B, Event Planning, Competitive Analysis, Product Development, Strategic Partnerships, Entrepreneurship, Direct Sales, Market Research
Education
Harvard University
Advanced Management Planning Certificate, AMP
Western New England College
Master's degree, Marketing
Holyoke College 1965 — 1969
BBA, Business Administration, Management and Operations
Institute of Management - Marketing Research Association
Quality College Graduate - IBM
Asaman, Inc. July 2012 - Present
Dedham Correctional Facility March 2012 - Present
Town of Franklin 2015 - 2015
Town of Franklin 2015 - 2015
EnergyUSA October 2010 - February 2012
AGAR Supply Co., Inc. March 2005 - April 2010
All Seasons Services 1997 - 2005
Cybersmith January 1995 - January 1998
Seasoned To Taste Catering January 1992 - January 1995
New England Financial January 1986 - January 1992
Skills
Strategy, Negotiation, Sales, Sales Management, Budgets, Profit, Team Building, Start-ups, New Business Development, Marketing, Management, Microsoft Excel, Training, Customer Service, Leadership, Strategic Planning, Mergers & Acquisitions, Inventory Management, Coaching, Recruiting, Income Statement, Operations Management, Contract Negotiation, Retail, Management Consulting, Program Management, Public Relations, Procurement, Human Resources, Forecasting, Sales Operations, Business Strategy, Account Management, Pricing, Brand Management, Business Planning, P&L Management, Business Development, Marketing Strategy, Cross-functional Team..., Market Planning, Key Account Management, B2B, Event Planning, Competitive Analysis, Product Development, Strategic Partnerships, Entrepreneurship, Direct Sales, Market Research
Education
Harvard University
Advanced Management Planning Certificate, AMP
Western New England College
Master's degree, Marketing
Holyoke College 1965 — 1969
BBA, Business Administration, Management and Operations
Institute of Management - Marketing Research Association
Quality College Graduate - IBM
Chris Bertolett's New England Financial Experience 2002 - 2003
Job OPERATIONS PROFESSIONAL
Industry Defense & Space
Experience
S3- Shared Service Solutions, LLC 2015 - Present
Colorado Management & Associates, Inc. 2012 - 2014
U.S. Army Space and Missile Defense Command (SMDC) 2010 - 2013
Colorado Army National Guard 2008 - 2010
CENTCOM J2 2006 - 2008
NSA/CSS Colorado 2005 - 2006
Simulations Exercise Group 2, 1st Brigade, 91st Division (TS) 2003 - 2005
New England Financial 2002 - 2003
Skills
Army, Air Force, Intelligence, Military, Afghanistan, Security, National Security, Training, Leadership, Exercises, Intelligence Community, SIGINT, Operations Management, Project Planning, Problem Solving, Tactics, Analysis, DoD, Security Clearance, Intelligence Analysis
Education
Illinois Wesleyan University
Bachelor's Degree, Political Science
S3- Shared Service Solutions, LLC 2015 - Present
Colorado Management & Associates, Inc. 2012 - 2014
U.S. Army Space and Missile Defense Command (SMDC) 2010 - 2013
Colorado Army National Guard 2008 - 2010
CENTCOM J2 2006 - 2008
NSA/CSS Colorado 2005 - 2006
Simulations Exercise Group 2, 1st Brigade, 91st Division (TS) 2003 - 2005
New England Financial 2002 - 2003
Skills
Army, Air Force, Intelligence, Military, Afghanistan, Security, National Security, Training, Leadership, Exercises, Intelligence Community, SIGINT, Operations Management, Project Planning, Problem Solving, Tactics, Analysis, DoD, Security Clearance, Intelligence Analysis
Education
Illinois Wesleyan University
Bachelor's Degree, Political Science
Revatee Tendulkar's New England Financial Experience September 2009 - December 2009
Job Recruiting Assistant at STRe Solutions
Industry Staffing and Recruiting
Experience
STRe Solutions April 2010 - Present
New England Financial September 2009 - December 2009
Bright Horizons January 2003 - May 2006
Skills
Talent Acquisition, Management, Recruiting, Executive Search, Applicant Tracking..., Communication, Updating the database..., Database Administration, Adding the tagged..., All other duties...
Education
Max Mueller Bhavan 1995 — 1999
BA, German
Goa University 1990 — 1993
BA, Arts and Commerce
STRe Solutions April 2010 - Present
New England Financial September 2009 - December 2009
Bright Horizons January 2003 - May 2006
Skills
Talent Acquisition, Management, Recruiting, Executive Search, Applicant Tracking..., Communication, Updating the database..., Database Administration, Adding the tagged..., All other duties...
Education
Max Mueller Bhavan 1995 — 1999
BA, German
Goa University 1990 — 1993
BA, Arts and Commerce
Richard Vetter's New England Financial Experience January 2002 - August 2004
Job Vetter Insurance Services
Industry Insurance
Experience
Vetter Insurance Services September 2004 - Present
New England Financial January 2002 - August 2004
Skills
Insurance, Health Insurance, Small Business, Employee Benefits, Life Insurance, Term Life Insurance, Disability Insurance, Coaching, Healthcare, Dentistry, Long-term Care, Commercial Insurance, Sales, Fixed Annuities, Health Savings Accounts
Education
Kansas State University 1998 — 2002
Economics
Kansas State University 1997 — 2001
Finance
Vetter Insurance Services September 2004 - Present
New England Financial January 2002 - August 2004
Skills
Insurance, Health Insurance, Small Business, Employee Benefits, Life Insurance, Term Life Insurance, Disability Insurance, Coaching, Healthcare, Dentistry, Long-term Care, Commercial Insurance, Sales, Fixed Annuities, Health Savings Accounts
Education
Kansas State University 1998 — 2002
Economics
Kansas State University 1997 — 2001
Finance
Paul Wilson, CLU, CHFC's New England Financial Experience December 1998 - June 2002
Job Registered Representative at Hazard & Siegel, Inc.
Industry Financial Services
Experience
Hazard & Siegel, Inc. April 2015 - Present
Wilson Financial Concepts July 2002 - Present
Leigh Baldwin & Co., LLC July 2002 - September 2012
New England Financial December 1998 - June 2002
Provident Mutual/1717 Capital Mgmt March 1979 - November 1998
Skills
Strategic Planning, Process Improvement, IRAs, Fixed Annuities, Retirement Planning, Disability Insurance, Long Term Care Insurance, Long-term Care, Life Insurance, Retirement, Roth IRA, Series 63, 401k, Wealth Accumulation, Series 7, Financial Advisory
Education
The American College 1978 — 1986
Hartwick College 1969 — 1973
BA, Liberal Arts
Hazard & Siegel, Inc. April 2015 - Present
Wilson Financial Concepts July 2002 - Present
Leigh Baldwin & Co., LLC July 2002 - September 2012
New England Financial December 1998 - June 2002
Provident Mutual/1717 Capital Mgmt March 1979 - November 1998
Skills
Strategic Planning, Process Improvement, IRAs, Fixed Annuities, Retirement Planning, Disability Insurance, Long Term Care Insurance, Long-term Care, Life Insurance, Retirement, Roth IRA, Series 63, 401k, Wealth Accumulation, Series 7, Financial Advisory
Education
The American College 1978 — 1986
Hartwick College 1969 — 1973
BA, Liberal Arts
Stark Tom's New England Financial Experience February 1987 - October 2006
Job Owner, Insight Financial Services
Industry Investment Management
Experience
Insight Financial Services November 2006 - Present
New England Financial February 1987 - October 2006
Education
Kansas State University
Bachelor of Science, Agricultural Economics
Insight Financial Services November 2006 - Present
New England Financial February 1987 - October 2006
Education
Kansas State University
Bachelor of Science, Agricultural Economics
Sarah Mellish's New England Financial Experience 1974 - 2000
Job Assistant Vice President at MetLife
Industry Insurance
Experience
MetLife April 2007 - Present
New England Financial 1974 - 2000
Education
Suffolk University Law School 1980 — 1984
Law
Kalamazoo College 1969 — 1973
Economics
MetLife April 2007 - Present
New England Financial 1974 - 2000
Education
Suffolk University Law School 1980 — 1984
Law
Kalamazoo College 1969 — 1973
Economics
Jennifer Jeffries Cook's New England Financial Experience 2000 - 2001
Job Sr. Field Operations Consultant at MetLife
Industry Insurance
Experience
MetLife 2006 - Present
New England Financial/MetLife 2002 - 2005
New England Financial 2000 - 2001
California State University, Stanislaus 1998 - 2000
The Yogurt Mill 1989 - 1998
Skills
Insurance, Disability Insurance, Employee Benefits, Health Insurance, Term Life Insurance, 401k
Education
Guilford College 1984 — 1988
BA, Business Management
MetLife 2006 - Present
New England Financial/MetLife 2002 - 2005
New England Financial 2000 - 2001
California State University, Stanislaus 1998 - 2000
The Yogurt Mill 1989 - 1998
Skills
Insurance, Disability Insurance, Employee Benefits, Health Insurance, Term Life Insurance, 401k
Education
Guilford College 1984 — 1988
BA, Business Management
Michael Swoboda's New England Financial Experience 2009 - 2010
Job Sales Rep at Securus
Industry Insurance
Experience
Securus January 2011 - April 2011
New England Financial 2009 - 2010
Skills
Training, Customer Service, Employee Benefits, Insurance, Long-term Care, Health Insurance, Term Life Insurance, Leadership, Fixed Annuities, 401k, Sales, Retirement Planning, Disability Insurance, Life Insurance, Marketing
Education
Lawrence University 1972 — 1976
Bachelor of Music, Music
Securus January 2011 - April 2011
New England Financial 2009 - 2010
Skills
Training, Customer Service, Employee Benefits, Insurance, Long-term Care, Health Insurance, Term Life Insurance, Leadership, Fixed Annuities, 401k, Sales, Retirement Planning, Disability Insurance, Life Insurance, Marketing
Education
Lawrence University 1972 — 1976
Bachelor of Music, Music
Greg Swindall, CLF's New England Financial Experience 1998 - 2006
Job Regional Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2014 - Present
Principal Financial Group September 2011 - March 2014
MassMutual Financial Group August 2008 - September 2011
John Hancock 2006 - 2008
New England Financial 1998 - 2006
Skills
401k, 403 b, SEP IRA, Simple IRA, Disability Insurance, Asset Allocation, Buy-sell Agreements, College Funding..., Deferred Compensation, Estate Planning, Executive Benefit..., Income Protection, Long Term Care Insurance, Mutual Funds, Series 6, Series 63, Universal Life, Whole Life, Series 7, Business Continuation..., Business Overhead..., Chartiable Giving
Education
Jacksonville State University
History/English
Gadsden State Community College 1994 — 1996
Coosa Christian High School
Hokes Bluff
Principal Financial Group April 2014 - Present
Principal Financial Group September 2011 - March 2014
MassMutual Financial Group August 2008 - September 2011
John Hancock 2006 - 2008
New England Financial 1998 - 2006
Skills
401k, 403 b, SEP IRA, Simple IRA, Disability Insurance, Asset Allocation, Buy-sell Agreements, College Funding..., Deferred Compensation, Estate Planning, Executive Benefit..., Income Protection, Long Term Care Insurance, Mutual Funds, Series 6, Series 63, Universal Life, Whole Life, Series 7, Business Continuation..., Business Overhead..., Chartiable Giving
Education
Jacksonville State University
History/English
Gadsden State Community College 1994 — 1996
Coosa Christian High School
Hokes Bluff
Lad Stringfellow CFP(r)'s New England Financial Experience January 2003 - January 2006
Job Owner, Encompass Asset Management, LLC.
Industry Financial Services
Experience
Encompass Asset Management, LLC. January 2006 - January 2012
New England Financial January 2003 - January 2006
Skills
CFP, Disability Insurance, Long Term Care, Retirement Planning, Annuities, Retirement
Education
University of Hawaii at Manoa 1995 — 1998
BA, English
Furman University 1994 — 1995
Encompass Asset Management, LLC. January 2006 - January 2012
New England Financial January 2003 - January 2006
Skills
CFP, Disability Insurance, Long Term Care, Retirement Planning, Annuities, Retirement
Education
University of Hawaii at Manoa 1995 — 1998
BA, English
Furman University 1994 — 1995
Kevin M Ryan's New England Financial Experience October 2006 - June 2007
Job Senior Associate Client Service Representitive at State Street Bank
Industry Financial Services
Experience
State Street Bank January 2008 - Present
Merrill Lynch August 2007 - December 2007
New England Financial October 2006 - June 2007
Skills
FX Operations, Trade Operations, Cash, Multi Tasking, Client Liaison, Account Reconciliation, Futures, Collateral, SWIFT messages
Education
Fordham University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
State Street Bank January 2008 - Present
Merrill Lynch August 2007 - December 2007
New England Financial October 2006 - June 2007
Skills
FX Operations, Trade Operations, Cash, Multi Tasking, Client Liaison, Account Reconciliation, Futures, Collateral, SWIFT messages
Education
Fordham University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Frank DiPasquale's New England Financial Experience 2010 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Self Employed April 2012 - Present
New England Financial 2010 - 2012
Bankers Life and Casualty February 2010 - March 2010
Skills
Strategic Financial..., Operations Management, Tax Preparation, Purchasing, Insurance
Education
SUNY Oswego 1977 — 1979
Master's degree, Organic Chemistry
Le Moyne College 1973 — 1977
Bachelor of Applied Science (B.A.Sc.), Chemistry
Self Employed April 2012 - Present
New England Financial 2010 - 2012
Bankers Life and Casualty February 2010 - March 2010
Skills
Strategic Financial..., Operations Management, Tax Preparation, Purchasing, Insurance
Education
SUNY Oswego 1977 — 1979
Master's degree, Organic Chemistry
Le Moyne College 1973 — 1977
Bachelor of Applied Science (B.A.Sc.), Chemistry
Renee Tice's New England Financial Experience 2008 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
New England Financial 2008 - 2008
Chicago Title Insurance Company of Oregon May 1986 - October 2007
Skills
HIPAA, ICD-9, ICD-10, HCPCS, CPT, CMS-1500
Education
Heald College-Portland 2011 — 2013
Associate of Arts and Sciences (AAS), Medical Insurance Specialist/Medical Biller
New England Financial 2008 - 2008
Chicago Title Insurance Company of Oregon May 1986 - October 2007
Skills
HIPAA, ICD-9, ICD-10, HCPCS, CPT, CMS-1500
Education
Heald College-Portland 2011 — 2013
Associate of Arts and Sciences (AAS), Medical Insurance Specialist/Medical Biller
Ries Tony's New England Financial Experience January 1999 - January 2006
Job Investment Manager at Hayden Ries Investment Management
Industry Financial Services
Experience
Hayden Ries Investment Management January 2006 - Present
New England Financial January 1999 - January 2006
Skills
Retirement Planning, Investment Advisory, Investment Strategies, Tax-advantaged..., Alternative Investment..., Life Insurance, Financial Analysis, Certified Financial..., Personal Financial..., Investment Management, Wealth Management..., Asset Allocation, Alternative Investments, Investments, Wealth Management
Education
Grand Valley State University 1995 — 2000
Hayden Ries Investment Management January 2006 - Present
New England Financial January 1999 - January 2006
Skills
Retirement Planning, Investment Advisory, Investment Strategies, Tax-advantaged..., Alternative Investment..., Life Insurance, Financial Analysis, Certified Financial..., Personal Financial..., Investment Management, Wealth Management..., Asset Allocation, Alternative Investments, Investments, Wealth Management
Education
Grand Valley State University 1995 — 2000
Deidre Moore's New England Financial Experience December 2007 - July 2012
Job Media Specialist
Industry Libraries
Experience
Clayton County Public Schools July 2013 - Present
City of Peachtree City May 2013 - July 2013
Accounting Resources, GA July 2012 - June 2013
New England Financial December 2007 - July 2012
Skills
Research, Customer Service, Highly detail oriented, Organizational..., Multi Tasking, Microsoft Office, QuickBooks, Email Marketing, Payroll, Administrative..., Marketing, Management, Data Entry, Newsletters, Budgets
Education
Valdosta State University
Master of Library & Information Science
Georgia State University
Master of Library Media
Georgia State University
Bachelor of Science, Education
Milton High School
Diploma
Clayton County Public Schools July 2013 - Present
City of Peachtree City May 2013 - July 2013
Accounting Resources, GA July 2012 - June 2013
New England Financial December 2007 - July 2012
Skills
Research, Customer Service, Highly detail oriented, Organizational..., Multi Tasking, Microsoft Office, QuickBooks, Email Marketing, Payroll, Administrative..., Marketing, Management, Data Entry, Newsletters, Budgets
Education
Valdosta State University
Master of Library & Information Science
Georgia State University
Master of Library Media
Georgia State University
Bachelor of Science, Education
Milton High School
Diploma
Ed Byers's New England Financial Experience June 1994 - August 2013
Job Property/Casualty/Commercial Insurance
Industry Insurance
Experience
Robert M Nickoson Financial Group January 2015 - Present
Skylight Financial Group September 2013 - December 2014
New England Financial June 1994 - August 2013
Skills
Financial Planning
Education
Hondros College 2015 — 2015
Property & Casualty Insurance
Southern Ohio College-Northeast 1989 — 1991
Associate of Applied Business, Computer Science
Robert M Nickoson Financial Group January 2015 - Present
Skylight Financial Group September 2013 - December 2014
New England Financial June 1994 - August 2013
Skills
Financial Planning
Education
Hondros College 2015 — 2015
Property & Casualty Insurance
Southern Ohio College-Northeast 1989 — 1991
Associate of Applied Business, Computer Science
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO