New England Financial
Industry: Insurance company
DescriptionHeadquarters: Boston, Massachusetts, United States Founded: 1980 Subsidiaries: Creative Financial Group Ltd., Parent organizations: MetLife, Brighthouse Holdings, LLC
New England Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New England Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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1,253 New England Financial employees in database. Find out everything there's to know about New England Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New England Financial Employees
Employee
Years
Job
Industry
Bruce Santos Bruce Santos's New England Financial Experience April 2008 - January 2009
Job Shift Manager at Aldi Inc.
Industry Food & Beverages
Experience
Aldi Inc. August 2011 - Present
Airgas Safety Services April 2010 - August 2011
New York Life Insurance Company January 2009 - January 2010
New England Financial April 2008 - January 2009
The Tile Shop October 2007 - July 2008
Ideal Safety Sales and Marketing July 2007 - October 2007
Schlossmanns Dodge Chrysler and Jeep May 2007 - October 2007
Everdry Waterproofing August 2006 - May 2007
Skills
Inventory Management, Customer Service, Loss Prevention, Retail, Cashiering, Inventory Control, Merchandising, Store Management
Education
Liberty University 2014 — 2016
Bachelor's Degree, Business Administration, Management and Operations
University of Phoenix 2012 — 2014
Associate's Degree, Business Administration and Management, General
East Troy High School 1997 — 2001
Diploma
Aldi Inc. August 2011 - Present
Airgas Safety Services April 2010 - August 2011
New York Life Insurance Company January 2009 - January 2010
New England Financial April 2008 - January 2009
The Tile Shop October 2007 - July 2008
Ideal Safety Sales and Marketing July 2007 - October 2007
Schlossmanns Dodge Chrysler and Jeep May 2007 - October 2007
Everdry Waterproofing August 2006 - May 2007
Skills
Inventory Management, Customer Service, Loss Prevention, Retail, Cashiering, Inventory Control, Merchandising, Store Management
Education
Liberty University 2014 — 2016
Bachelor's Degree, Business Administration, Management and Operations
University of Phoenix 2012 — 2014
Associate's Degree, Business Administration and Management, General
East Troy High School 1997 — 2001
Diploma
Jermaine Stokes Jermaine Stokes's New England Financial Experience Loan CollectionsCity National Bank & TrustJuly 2007 - September 2010
Job Financial Representative at New England Financial
Industry Financial Services
Experience
New England Financial Loan CollectionsCity National Bank & TrustJuly 2007 - September 2010
Education
New York Institute of Technology-Old Westbury 2005 — 2007
Bachelor of Science, Business Administration
Western Oklahoma State College 2003 — 2005
Associates of Science, Business
New England Financial Loan CollectionsCity National Bank & TrustJuly 2007 - September 2010
Education
New York Institute of Technology-Old Westbury 2005 — 2007
Bachelor of Science, Business Administration
Western Oklahoma State College 2003 — 2005
Associates of Science, Business
Noel Germain Noel Germain's New England Financial Experience 2004 - 2005
Job General Sales Manager at Progressive Energy Solutions
Industry Professional Training & Coaching
Experience
Progressive Energy Solutions August 2015 - Present
ESMSllc August 2006 - Present
ESMSllc August 2006 - Present
John Hancock Financial Services 2005 - 2006
New England Financial 2004 - 2005
Skills
Sales Process, Coaching, Team Building, New Business Development, Strategic Planning, Selling Skills, Marketing Strategy, Sales Management..., Sales Management..., Time & Territory..., Technology as an..., Guidance and Direction, Facilitator, Sales Operations, B2B, Sales, Management, Leadership, Business Development, Training, Marketing
Education
Worcester Junior College
Business Administration and Accounting
Oakland University
Business Administration, Management and Operations
Dale Carnegie
Sales and Management
Met Life Stars School 2005 — 2006
Sales Management
Progressive Energy Solutions August 2015 - Present
ESMSllc August 2006 - Present
ESMSllc August 2006 - Present
John Hancock Financial Services 2005 - 2006
New England Financial 2004 - 2005
Skills
Sales Process, Coaching, Team Building, New Business Development, Strategic Planning, Selling Skills, Marketing Strategy, Sales Management..., Sales Management..., Time & Territory..., Technology as an..., Guidance and Direction, Facilitator, Sales Operations, B2B, Sales, Management, Leadership, Business Development, Training, Marketing
Education
Worcester Junior College
Business Administration and Accounting
Oakland University
Business Administration, Management and Operations
Dale Carnegie
Sales and Management
Met Life Stars School 2005 — 2006
Sales Management
Jeremy Schram Jeremy Schram's New England Financial Experience June 2008 - June 2009
Job Implementation Technician
Industry Information Technology and Services
Experience
Showroom January 2015 - Present
Smarsh January 2010 - November 2014
MetLife June 2009 - December 2009
New England Financial June 2008 - June 2009
Skills
Security, Troubleshooting, Microsoft Office, Microsoft Exchange, DNS, SaaS, Cloud Computing, Software Implementation, Project Management, Salesforce.com, JIRA, New Business Development, Project Coordination, Solution Implementation, Process Improvement, POP3, Enterprise Software, Software Documentation, Account Management
Education
Vanguard University of Southern California 2006 — 2008
Bachelor's degree, Marketing
Mt. Hood Community College 2006 — 2007
Associate's degree, Business Administration and Management, General
Showroom January 2015 - Present
Smarsh January 2010 - November 2014
MetLife June 2009 - December 2009
New England Financial June 2008 - June 2009
Skills
Security, Troubleshooting, Microsoft Office, Microsoft Exchange, DNS, SaaS, Cloud Computing, Software Implementation, Project Management, Salesforce.com, JIRA, New Business Development, Project Coordination, Solution Implementation, Process Improvement, POP3, Enterprise Software, Software Documentation, Account Management
Education
Vanguard University of Southern California 2006 — 2008
Bachelor's degree, Marketing
Mt. Hood Community College 2006 — 2007
Associate's degree, Business Administration and Management, General
Kris Garlewicz, CFP®, CRPS® Kris Garlewicz, CFP®, CRPS®'s New England Financial Experience January 2008 - August 2008
Job Managing Partner Wealth Management at Market Financial Group
Industry Financial Services
Experience
Market Financial Group February 2014 - Present
Arete Wealth Management February 2014 - Present
Commonwealth Financial Network October 2008 - February 2014
New England Financial January 2008 - August 2008
Privately Held Mortgage Company 2003 - 2007
Education
Northwestern University 2007 — 2008
University of Illinois at Chicago 2005 — 2007
Market Financial Group February 2014 - Present
Arete Wealth Management February 2014 - Present
Commonwealth Financial Network October 2008 - February 2014
New England Financial January 2008 - August 2008
Privately Held Mortgage Company 2003 - 2007
Education
Northwestern University 2007 — 2008
University of Illinois at Chicago 2005 — 2007
Nyemade Henry Nyemade Henry's New England Financial Experience March 1998 - June 1998
Job Agent at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance July 2000 - Present
CIGNA Healthcare May 1998 - March 2000
New England Financial March 1998 - June 1998
Aetna Health Plans May 1997 - May 1998
Bowne December 1993 - May 1997
Skills
Legal Liability, Insurance, Umbrella Insurance, Health Insurance, Commercial Insurance, Property & Casualty..., Small Business, Life Insurance, Employee Benefits, Long-term Care, Workers Compensation, Underwriting, Estate Planning, Risk Management, General Insurance, Homeowners, Term Life Insurance, Customer Service, Whole Life
Education
Mercer University - Stetson School of Business and Economics 1995 — 1997
M.S., Healthcare Policy & Administration
Mercer University - Stetson School of Business and Economics 1989 — 1993
BBA, Marketing
Northside High School 1985 — 1989
High School Diploma
Nationwide Insurance July 2000 - Present
CIGNA Healthcare May 1998 - March 2000
New England Financial March 1998 - June 1998
Aetna Health Plans May 1997 - May 1998
Bowne December 1993 - May 1997
Skills
Legal Liability, Insurance, Umbrella Insurance, Health Insurance, Commercial Insurance, Property & Casualty..., Small Business, Life Insurance, Employee Benefits, Long-term Care, Workers Compensation, Underwriting, Estate Planning, Risk Management, General Insurance, Homeowners, Term Life Insurance, Customer Service, Whole Life
Education
Mercer University - Stetson School of Business and Economics 1995 — 1997
M.S., Healthcare Policy & Administration
Mercer University - Stetson School of Business and Economics 1989 — 1993
BBA, Marketing
Northside High School 1985 — 1989
High School Diploma
Brian Stuber's New England Financial Experience November 2010 - April 2011
Job Major Account District Manager at ADP
Industry Information Technology and Services
Experience
ADP September 2015 - Present
ADP January 2013 - August 2015
W.W. Grainger May 2011 - January 2013
New England Financial November 2010 - April 2011
Skills
Cold Calling, Account Management, Sales Process, Sales Management, Customer Service, Sales, New Business Development, Budgets, Sales Operations, Strategic Planning, Marketing, Strategic Financial..., B2B, Marketing Strategy, Forecasting, Financial Analysis, Insurance, Process Improvement, Microsoft Excel, Salesforce.com
Education
Northeastern Illinois University 2007 — 2010
Bachelors, Economics
ADP September 2015 - Present
ADP January 2013 - August 2015
W.W. Grainger May 2011 - January 2013
New England Financial November 2010 - April 2011
Skills
Cold Calling, Account Management, Sales Process, Sales Management, Customer Service, Sales, New Business Development, Budgets, Sales Operations, Strategic Planning, Marketing, Strategic Financial..., B2B, Marketing Strategy, Forecasting, Financial Analysis, Insurance, Process Improvement, Microsoft Excel, Salesforce.com
Education
Northeastern Illinois University 2007 — 2010
Bachelors, Economics
Arthur Lippitt Arthur Lippitt's New England Financial Experience January 1980 - December 1998
Job Lippitt Financial
Industry Financial Services
Experience
Lippitt Financial January 1998 - Present
New England Financial January 1980 - December 1998
Skills
Business Planning, Employee Benefits, Insurance, Investments, Small Business
Education
Monmouth University
Business Administration and Management, General
Lippitt Financial January 1998 - Present
New England Financial January 1980 - December 1998
Skills
Business Planning, Employee Benefits, Insurance, Investments, Small Business
Education
Monmouth University
Business Administration and Management, General
Dominick Blando's New England Financial Experience December 2010 - April 2012
Job CoFounder at Guard Llama, Inc
Industry Consumer Services
Experience
Guard Llama February 2014 - Present
Impact Engine October 2014 - January 2015
Parker and Lynch October 2012 - March 2014
New England Financial December 2010 - April 2012
Skills
Finance, Financial Analysis, Financial Markets, Series 7, Financial Modeling, Microsoft Excel, Budgets, Communication Skills, Analytics, Sales, Strategic Financial..., Financial Services, Employee Benefits, Sales Presentations, Series 66, Cold Calling, Recruiting, Uniform Combined State..., Management, Leadership
Education
Northern Illinois University - College of Business 2005 — 2009
Bachelor of Science, Finance
Guard Llama February 2014 - Present
Impact Engine October 2014 - January 2015
Parker and Lynch October 2012 - March 2014
New England Financial December 2010 - April 2012
Skills
Finance, Financial Analysis, Financial Markets, Series 7, Financial Modeling, Microsoft Excel, Budgets, Communication Skills, Analytics, Sales, Strategic Financial..., Financial Services, Employee Benefits, Sales Presentations, Series 66, Cold Calling, Recruiting, Uniform Combined State..., Management, Leadership
Education
Northern Illinois University - College of Business 2005 — 2009
Bachelor of Science, Finance
Justin Eiker Justin Eiker's New England Financial Experience August 2011 - February 2012
Job New Business Sales Analyst at Cigna
Industry Insurance
Experience
Cigna January 2014 - Present
Gallagher Benefit Services June 2013 - August 2013
Enterprise Rent-A-Car July 2012 - May 2013
New England Financial August 2011 - February 2012
Circuit City April 2007 - March 2009
Skills
Positive “can-do”..., Confident, Goal-oriented, Self-motivated, Adaptable, Goal Oriented, Leadership
Education
California State University, Northridge 2009 — 2013
Bachelor of Science, Finance
Los Angeles Pierce College 2007 — 2009
Cigna January 2014 - Present
Gallagher Benefit Services June 2013 - August 2013
Enterprise Rent-A-Car July 2012 - May 2013
New England Financial August 2011 - February 2012
Circuit City April 2007 - March 2009
Skills
Positive “can-do”..., Confident, Goal-oriented, Self-motivated, Adaptable, Goal Oriented, Leadership
Education
California State University, Northridge 2009 — 2013
Bachelor of Science, Finance
Los Angeles Pierce College 2007 — 2009
Joseph Bartolo Joseph Bartolo's New England Financial Experience October 1979 - June 1997
Job Enrolled Agent
Industry Accounting
Experience
Tax Time Income Tax Service January 2015 - Present
Peck Associates, CPAs November 2013 - April 2014
Liberty Tax Service, Taunton MA January 2012 - April 2013
H&R Block January 2010 - December 2010
John Hancock Financial Services June 2000 - June 2006
Polaroid June 1999 - June 2000
Arthur Andersen LLP June 1997 - June 1999
New England Financial October 1979 - June 1997
Skills
Audit and Tax, Financial, Operational,..., Fraud Investigations, Tax, Tax Preparation, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Finance, GAAP, Income Tax, Financial Statements
Education
Northeastern University 1988 — 1990
Accounting Certificate, Accounting
Providence College 1966 — 1970
Bachelor of Science (BS), Accounting and Business/Management
Northeastern University
Accounting Certificate, Accounting
Tax Time Income Tax Service January 2015 - Present
Peck Associates, CPAs November 2013 - April 2014
Liberty Tax Service, Taunton MA January 2012 - April 2013
H&R Block January 2010 - December 2010
John Hancock Financial Services June 2000 - June 2006
Polaroid June 1999 - June 2000
Arthur Andersen LLP June 1997 - June 1999
New England Financial October 1979 - June 1997
Skills
Audit and Tax, Financial, Operational,..., Fraud Investigations, Tax, Tax Preparation, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Finance, GAAP, Income Tax, Financial Statements
Education
Northeastern University 1988 — 1990
Accounting Certificate, Accounting
Providence College 1966 — 1970
Bachelor of Science (BS), Accounting and Business/Management
Northeastern University
Accounting Certificate, Accounting
Jonathan Chesebro Jonathan Chesebro's New England Financial Experience 1999 - 1999
Job Senior International Trade Specialist at U.S. Department of Commerce
Industry International Trade and Development
Experience
U.S. Department of Commerce August 2012 - Present
U.S. Department of Commerce November 2009 - December 2012
U.S. Export Assistance Center, Denver CO March 2009 - June 2009
University of Denver October 2007 - June 2009
Harvard Pilgrim Health Care October 2005 - July 2006
New England Financial 1999 - 1999
Skills
International..., Research, Policy Analysis, Foreign Policy, International Relations, Analysis, Data Analysis, Economic Development, Economics, Export, Government, International Trade, Policy, Politics
Education
University of Denver 2007 — 2009
MA
Middlebury Institute of International Studies at Monterey 2007 — 2007
Middlebury College 1997 — 2001
BA
Newton South High School
U.S. Department of Commerce August 2012 - Present
U.S. Department of Commerce November 2009 - December 2012
U.S. Export Assistance Center, Denver CO March 2009 - June 2009
University of Denver October 2007 - June 2009
Harvard Pilgrim Health Care October 2005 - July 2006
New England Financial 1999 - 1999
Skills
International..., Research, Policy Analysis, Foreign Policy, International Relations, Analysis, Data Analysis, Economic Development, Economics, Export, Government, International Trade, Policy, Politics
Education
University of Denver 2007 — 2009
MA
Middlebury Institute of International Studies at Monterey 2007 — 2007
Middlebury College 1997 — 2001
BA
Newton South High School
Barbara Henry, LUTCF, Barbara Henry, LUTCF,'s New England Financial Experience February 2003 - March 2011
Job PERSONAL FINANCIAL REPRESENTATIVE
Industry Financial Services
Experience
Barbara J Henry January 2014 - Present
ALLSTATE INSURANCE & FINANCIAL SERVICES January 2011 - January 2014
New England Financial February 2003 - March 2011
New England Financial 2003 - 2010
NAIFA 2000 - 2004
Prudential Financial June 2000 - February 2003
AmSouth Bank September 1995 - May 1999
Southtrust Bank September 1989 - September 1995
Skills
Investments, Fixed Annuities, Small Business, Financial Services, Finance, Retirement, Life Insurance, Disability Insurance, Customer Service, Personal Finance, Long-term Care, Estate Planning, Series 7, Series 6, Mutual Funds, IRAs, Business, Financial Goals, Banking, Asset, Series 63, Asset Allocation, Selling, Financial Planners, Term Life Insurance, Financial Advisory, 401k, Wealth Management, Investment Advisory, Strategic Financial..., series 65
Education
American College 2002 — 2005
Financial, LUTCF Designation
Miami Dade College 1974 — 1976
Barbara J Henry January 2014 - Present
ALLSTATE INSURANCE & FINANCIAL SERVICES January 2011 - January 2014
New England Financial February 2003 - March 2011
New England Financial 2003 - 2010
NAIFA 2000 - 2004
Prudential Financial June 2000 - February 2003
AmSouth Bank September 1995 - May 1999
Southtrust Bank September 1989 - September 1995
Skills
Investments, Fixed Annuities, Small Business, Financial Services, Finance, Retirement, Life Insurance, Disability Insurance, Customer Service, Personal Finance, Long-term Care, Estate Planning, Series 7, Series 6, Mutual Funds, IRAs, Business, Financial Goals, Banking, Asset, Series 63, Asset Allocation, Selling, Financial Planners, Term Life Insurance, Financial Advisory, 401k, Wealth Management, Investment Advisory, Strategic Financial..., series 65
Education
American College 2002 — 2005
Financial, LUTCF Designation
Miami Dade College 1974 — 1976
Sarah Cutting Sarah Cutting's New England Financial Experience November 2008 - June 2010
Job Leasing Agent and Office Manager at Due North Office Suites
Industry Financial Services
Experience
Due North Office Suites September 2015 - Present
Aspects Astrology January 2011 - Present
Springs Plans June 2010 - August 2011
New England Financial November 2008 - June 2010
The Standard 2005 - 2007
Stream International 1999 - 2001
Skills
Customer Relations, Customer Service, Insurance, Public Speaking, Team Building, Disability Insurance, Management, Leadership, Marketing, Small Business, Fixed Annuities, 401k, Microsoft Excel, Coaching, Strategic Planning, Investments, Retirement, Budgets, Sales, Series 6
Education
Mt. Hood Community College
Psychology
Skagit Valley College
Liberal Arts
Due North Office Suites September 2015 - Present
Aspects Astrology January 2011 - Present
Springs Plans June 2010 - August 2011
New England Financial November 2008 - June 2010
The Standard 2005 - 2007
Stream International 1999 - 2001
Skills
Customer Relations, Customer Service, Insurance, Public Speaking, Team Building, Disability Insurance, Management, Leadership, Marketing, Small Business, Fixed Annuities, 401k, Microsoft Excel, Coaching, Strategic Planning, Investments, Retirement, Budgets, Sales, Series 6
Education
Mt. Hood Community College
Psychology
Skagit Valley College
Liberal Arts
Gary I. Holt Gary I. Holt's New England Financial Experience 1994 - 1997
Job President Legacy Benefit Group, President Equestrian Legacy Group
Industry Insurance
Experience
Equestrian Legacy Group March 2013 - Present
Legacy Benefit Group 2006 - Present
Aflac 1995 - 2006
New England Financial 1994 - 1997
Skills
Disability Insurance, Insurance, Long Term Care, Annuities, Employee Benefit..., Voluntary Employee..., Agent Recruiting and..., Employee Benefits, Life Insurance, Executive Benefit Plans, Broker Support, Fixed Annuities, Long-term Care, Executive Pay, Whole Life, Health Insurance, Sales, Underwriting, Term Life Insurance, Accident, Long Term Care Insurance, Liability, Small Business, Universal Life, Critical Illness, Brokers, Retirement, Medicare, Health Savings Accounts, 401k, General Insurance, Retirement Planning, Benefits Administration, COBRA, Claim
Education
Lipscomb University 1968 — 1971
Equestrian Legacy Group March 2013 - Present
Legacy Benefit Group 2006 - Present
Aflac 1995 - 2006
New England Financial 1994 - 1997
Skills
Disability Insurance, Insurance, Long Term Care, Annuities, Employee Benefit..., Voluntary Employee..., Agent Recruiting and..., Employee Benefits, Life Insurance, Executive Benefit Plans, Broker Support, Fixed Annuities, Long-term Care, Executive Pay, Whole Life, Health Insurance, Sales, Underwriting, Term Life Insurance, Accident, Long Term Care Insurance, Liability, Small Business, Universal Life, Critical Illness, Brokers, Retirement, Medicare, Health Savings Accounts, 401k, General Insurance, Retirement Planning, Benefits Administration, COBRA, Claim
Education
Lipscomb University 1968 — 1971
Nyemade Henry Nyemade Henry's New England Financial Experience March 1998 - June 1998
Job Agent at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance October 2000 - Present
CIGNA May 1998 - March 2000
New England Financial March 1998 - June 1998
Aetna May 1997 - May 1998
Bowne December 1993 - May 1997
Skills
Employee Benefits, Event Planning, Health Insurance, Insurance, Leadership, Life Insurance, Managed Care, Long-term Care, Customer Service, Management, Marketing, Medicare, Microsoft Office, Process Improvement, Program Management, Risk Management, Small Business, Sales, Training, Social Networking
Education
Mercer University 1995 — 1997
Master of Science (MS), Healthcare Policy & Administration
Mercer University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Marketing
Nationwide Insurance October 2000 - Present
CIGNA May 1998 - March 2000
New England Financial March 1998 - June 1998
Aetna May 1997 - May 1998
Bowne December 1993 - May 1997
Skills
Employee Benefits, Event Planning, Health Insurance, Insurance, Leadership, Life Insurance, Managed Care, Long-term Care, Customer Service, Management, Marketing, Medicare, Microsoft Office, Process Improvement, Program Management, Risk Management, Small Business, Sales, Training, Social Networking
Education
Mercer University 1995 — 1997
Master of Science (MS), Healthcare Policy & Administration
Mercer University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Marketing
Jodie Binning Jodie Binning's New England Financial Experience January 1998 - January 2005
Job Dynamic Marketing Expert, Specializing in working with Financial Planners and Attorneys
Industry Marketing and Advertising
Experience
Three Point Marketing July 2011 - Present
MetLife October 2005 - July 2011
New England Financial January 1998 - January 2005
National Life of Vermont July 1997 - January 1998
Skills
Marketing Strategy, Market Planning, Public Speaking, Relationship Marketing, Marketing Communications, Marketing, Strategy, Lead Generation, Marketing Management, Advertising, Brand Awareness, New Business Development, Event Planning, Public Relations, Brand Loyalty, Sponsorship, Event Marketing, Customer Loyalty, Strategic Planning, Social Media Marketing
Education
Ohio University 1993 — 1997
Bachelor of Science, Journalism
Three Point Marketing July 2011 - Present
MetLife October 2005 - July 2011
New England Financial January 1998 - January 2005
National Life of Vermont July 1997 - January 1998
Skills
Marketing Strategy, Market Planning, Public Speaking, Relationship Marketing, Marketing Communications, Marketing, Strategy, Lead Generation, Marketing Management, Advertising, Brand Awareness, New Business Development, Event Planning, Public Relations, Brand Loyalty, Sponsorship, Event Marketing, Customer Loyalty, Strategic Planning, Social Media Marketing
Education
Ohio University 1993 — 1997
Bachelor of Science, Journalism
Douglas R. Thorpe Douglas R. Thorpe's New England Financial Experience June 2001 - January 2007
Job CERTIFIED FINANCIAL PLANNER™ practitioner Founding Partner at Bennon & Thorpe LLC
Industry Financial Services
Experience
Bennon & Thorpe LLC January 2009 - Present
Future Focus Financial January 2006 - January 2009
New England Financial June 2001 - January 2007
Skills
Retirement Planning, Estate Planning, Investments, Investment Advisory, 401k Rollovers, Investment Management, Insurance, Personal Financial..., Investment Strategies, High Net Worth..., Independent Financial..., Financial Planning, Finance
Education
Certified Financial Planner Board of Standards, Inc. 2008 — 2008
CERTIFIED FINANCiAL PLANNER™, CFP®
The American College 2001 — 2004
Chartered Life Underwriter, CLU
The American College 2001 — 2004
Chartered Financial Consultant, ChFC
Marietta College 1996 — 2001
Bachelor of Arts (B.A.), Business Management & Marketing, Minor in Finance
Galion High School 1992 — 1996
High School Diploma w/ honors
Bennon & Thorpe LLC January 2009 - Present
Future Focus Financial January 2006 - January 2009
New England Financial June 2001 - January 2007
Skills
Retirement Planning, Estate Planning, Investments, Investment Advisory, 401k Rollovers, Investment Management, Insurance, Personal Financial..., Investment Strategies, High Net Worth..., Independent Financial..., Financial Planning, Finance
Education
Certified Financial Planner Board of Standards, Inc. 2008 — 2008
CERTIFIED FINANCiAL PLANNER™, CFP®
The American College 2001 — 2004
Chartered Life Underwriter, CLU
The American College 2001 — 2004
Chartered Financial Consultant, ChFC
Marietta College 1996 — 2001
Bachelor of Arts (B.A.), Business Management & Marketing, Minor in Finance
Galion High School 1992 — 1996
High School Diploma w/ honors
Stephen Famiglietti Stephen Famiglietti's New England Financial Experience March 1988 - October 1990
Job Senior Lecturer at Northeastern University (NU Global)
Industry E-Learning
Experience
Northeastern University, College of Professional Studies (NU Global) September 2010 - Present
NPS, LLC May 2010 - Present
Premier Research Group April 2008 - March 2010
Premier Research Group March 2006 - April 2008
ARS Business Solutions October 2003 - March 2006
Vietnamese American Civic Association 2004 - 2004
NEW ENGLAND July 1993 - May 2002
Investment Information Systems August 1987 - July 1993
New England Financial March 1988 - October 1990
New England Mutual Life Insurance Co. May 1987 - February 1988
Skills
Teaching, Databases, Writing, Troubleshooting, Data Management, Windows, Analysis, Clinical Trials
Education
University of Illinois at Urbana-Champaign 1977 — 1979
Master's of Arts, Teaching English as a Second Language
Northeastern University 1980 — 1983
Business/Computer Science
Providence College 1973 — 1977
Bachelor of Arts, English
Northeastern University, College of Professional Studies (NU Global) September 2010 - Present
NPS, LLC May 2010 - Present
Premier Research Group April 2008 - March 2010
Premier Research Group March 2006 - April 2008
ARS Business Solutions October 2003 - March 2006
Vietnamese American Civic Association 2004 - 2004
NEW ENGLAND July 1993 - May 2002
Investment Information Systems August 1987 - July 1993
New England Financial March 1988 - October 1990
New England Mutual Life Insurance Co. May 1987 - February 1988
Skills
Teaching, Databases, Writing, Troubleshooting, Data Management, Windows, Analysis, Clinical Trials
Education
University of Illinois at Urbana-Champaign 1977 — 1979
Master's of Arts, Teaching English as a Second Language
Northeastern University 1980 — 1983
Business/Computer Science
Providence College 1973 — 1977
Bachelor of Arts, English
Sandy Khaireddine Sandy Khaireddine's New England Financial Experience October 2005 - September 2011
Job Business Owner at Gratiot Alcoy Inc.
Industry Marketing and Advertising
Experience
Gratiot Alcoy Inc. March 2005 - Present
Shore Mortgage 2012 - 2013
New England Financial October 2005 - September 2011
Saint John of God Hospital 1977 - 1981
Skills
Client Relations Skills, Marketing Communications, Integrated Marketing, Social Media Marketing, New England Financial /..., Ford Tell Medcial, Oakwood Medical Center, Event Planning, Social Networking
Education
Madonna University 1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Nursing Education
Macomb Community College 1976 — 1977
Associate's degree, Medical/Clinical Assistant
Gratiot Alcoy Inc. March 2005 - Present
Shore Mortgage 2012 - 2013
New England Financial October 2005 - September 2011
Saint John of God Hospital 1977 - 1981
Skills
Client Relations Skills, Marketing Communications, Integrated Marketing, Social Media Marketing, New England Financial /..., Ford Tell Medcial, Oakwood Medical Center, Event Planning, Social Networking
Education
Madonna University 1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Nursing Education
Macomb Community College 1976 — 1977
Associate's degree, Medical/Clinical Assistant
Michael J. Dorsey Michael J. Dorsey's New England Financial Experience May 2008 - April 2011
Job VP, Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
Chase Investment Services Corporation April 2011 - March 2012
New England Financial May 2008 - April 2011
Skills
Investments, Finance, Series 7, Retirement Planning, Financial Planning, Portfolio Management, Series 63, Customer Service, Wealth Management, Securities
Education
University of Iowa 2004 — 2008
B.A, Economics
Northern Illinois University
Master of Business Administration (M.B.A.)
Fidelity Investments March 2012 - Present
Chase Investment Services Corporation April 2011 - March 2012
New England Financial May 2008 - April 2011
Skills
Investments, Finance, Series 7, Retirement Planning, Financial Planning, Portfolio Management, Series 63, Customer Service, Wealth Management, Securities
Education
University of Iowa 2004 — 2008
B.A, Economics
Northern Illinois University
Master of Business Administration (M.B.A.)
Gerry Leon's New England Financial Experience 1990 - 1994
Job Senior Project Manager at Steward Health Care
Industry Information Technology and Services
Experience
Steward Health Care 2014 - Present
Mobile Messenger 2011 - 2013
Consilience Software 2009 - 2011
EMC 2000 - 2009
Terascape Software 1999 - 2000
Software Quality Partners 1998 - 1999
Pilot Software 1995 - 1998
Kronos, Inc 1994 - 1995
New England Financial 1990 - 1994
Skills
Program Management, Cross-functional Team..., Project Management, Software Project..., Six Sigma, Agile Project Management, Agile Methodologies, Agile & Waterfall..., RUP Methodologies, PMP, Problem Solving, Project Planning, Management, SDLC, Process Improvement, Strategic Planning, Team Leadership, Change Management, Vendor Management, Business Development, Business Analysis, Requirements Analysis, Software Development, Leadership, Budgets, Integration, Account Management, Business Strategy, Personnel Management, Resource Management, Atlassian JIRA, Innotas, Confluence, Microsoft Office, MS Project, Visio
Education
Massachusetts College of Liberal Arts 1982 — 1986
Bachelor of Arts, English, Communications, Journalism
Boston College High School
Steward Health Care 2014 - Present
Mobile Messenger 2011 - 2013
Consilience Software 2009 - 2011
EMC 2000 - 2009
Terascape Software 1999 - 2000
Software Quality Partners 1998 - 1999
Pilot Software 1995 - 1998
Kronos, Inc 1994 - 1995
New England Financial 1990 - 1994
Skills
Program Management, Cross-functional Team..., Project Management, Software Project..., Six Sigma, Agile Project Management, Agile Methodologies, Agile & Waterfall..., RUP Methodologies, PMP, Problem Solving, Project Planning, Management, SDLC, Process Improvement, Strategic Planning, Team Leadership, Change Management, Vendor Management, Business Development, Business Analysis, Requirements Analysis, Software Development, Leadership, Budgets, Integration, Account Management, Business Strategy, Personnel Management, Resource Management, Atlassian JIRA, Innotas, Confluence, Microsoft Office, MS Project, Visio
Education
Massachusetts College of Liberal Arts 1982 — 1986
Bachelor of Arts, English, Communications, Journalism
Boston College High School
Andy Zimmerman Andy Zimmerman's New England Financial Experience 2003 - 2005
Job Group Executive, CFP®, SVP
Industry Financial Services
Experience
Citi June 2014 - Present
PNC Investments June 2009 - June 2014
PNC Investments February 2007 - June 2009
KeyBank (Key Investment Services) 2006 - 2007
The Hartford 2005 - 2006
New England Financial 2003 - 2005
Protective Life 2001 - 2003
Skills
Sales Management, Strategic Leadership, Change Management, Investments, Wealth Management, Series 7, Series 65, Series 63, Financial Analysis, Retirement Planning, Portfolio Management, Financial Advisory, Mutual Funds, Estate Planning, Certified Financial...
Education
University of Notre Dame - Mendoza College of Business 2012 — 2014
Master of Business Administration (MBA), Executive MBA program
Ohio University 1994 — 1998
BS, Journalism, Public Relations
Citi June 2014 - Present
PNC Investments June 2009 - June 2014
PNC Investments February 2007 - June 2009
KeyBank (Key Investment Services) 2006 - 2007
The Hartford 2005 - 2006
New England Financial 2003 - 2005
Protective Life 2001 - 2003
Skills
Sales Management, Strategic Leadership, Change Management, Investments, Wealth Management, Series 7, Series 65, Series 63, Financial Analysis, Retirement Planning, Portfolio Management, Financial Advisory, Mutual Funds, Estate Planning, Certified Financial...
Education
University of Notre Dame - Mendoza College of Business 2012 — 2014
Master of Business Administration (MBA), Executive MBA program
Ohio University 1994 — 1998
BS, Journalism, Public Relations
Marcy Romani Marcy Romani's New England Financial Experience 1993 - 1997
Job InHouse Counsel Freelancer
Industry Law Practice
Experience
Marcy Romani, Esq. January 2012 - Present
Wall Street Systems March 2005 - September 2012
Bose Corporation 2004 - 2005
SureBridge 2003 - 2004
Foley Hoag LLP 2000 - 2003
New England Financial 1993 - 1997
Skills
Intellectual Property, Licensing, Contract Negotiation, Software Licensing, Corporate Law, SaaS, SLA, Problem Solving, Professional Services, Internet Law, Outsourcing, Customer Relations, Security, Cyberlaw, Mergers & Acquisitions, Employment Law, Privacy Law, Joint Ventures, Corporate Governance, Litigation, Legal Writing, Management, Legal Research
Education
Northeastern University School of Law 1997 — 2000
JD
University of Rochester 1987 — 1991
BA
Northfield Mount Hermon School 1985 — 1987
High School
Marcy Romani, Esq. January 2012 - Present
Wall Street Systems March 2005 - September 2012
Bose Corporation 2004 - 2005
SureBridge 2003 - 2004
Foley Hoag LLP 2000 - 2003
New England Financial 1993 - 1997
Skills
Intellectual Property, Licensing, Contract Negotiation, Software Licensing, Corporate Law, SaaS, SLA, Problem Solving, Professional Services, Internet Law, Outsourcing, Customer Relations, Security, Cyberlaw, Mergers & Acquisitions, Employment Law, Privacy Law, Joint Ventures, Corporate Governance, Litigation, Legal Writing, Management, Legal Research
Education
Northeastern University School of Law 1997 — 2000
JD
University of Rochester 1987 — 1991
BA
Northfield Mount Hermon School 1985 — 1987
High School
Chris Tarsha, CCUFC Chris Tarsha, CCUFC's New England Financial Experience September 2001 - May 2004
Job Business Development at Promedica Federal Credit Union
Industry Financial Services
Experience
Promedica Federal Credit Union January 2013 - Present
Charter One Bank May 2012 - January 2013
Toledo Cherokee Hockey NA3HL September 2005 - October 2012
Huntington National Bank September 2006 - June 2011
National City Bank May 2004 - September 2006
New England Financial September 2001 - May 2004
Skills
Sales Management, Customer Service, Banking, Consumer Lending, Small Business Lending, Investments, Coaching, New Business Development, Team Building, Building Relationships, Client Rapport, Interviews, Microsoft Office, Community Service, Great Motivator, Supervising, CRM, Training
Education
Ohio University 1988 — 1993
Business Administration and Management, General
Waite High School
Promedica Federal Credit Union January 2013 - Present
Charter One Bank May 2012 - January 2013
Toledo Cherokee Hockey NA3HL September 2005 - October 2012
Huntington National Bank September 2006 - June 2011
National City Bank May 2004 - September 2006
New England Financial September 2001 - May 2004
Skills
Sales Management, Customer Service, Banking, Consumer Lending, Small Business Lending, Investments, Coaching, New Business Development, Team Building, Building Relationships, Client Rapport, Interviews, Microsoft Office, Community Service, Great Motivator, Supervising, CRM, Training
Education
Ohio University 1988 — 1993
Business Administration and Management, General
Waite High School
Mary Ahearn-Johnson Mary Ahearn-Johnson's New England Financial Experience August 2005 - December 2010
Job Executive Assistant
Industry Executive Office
Experience
The Peterson Companies April 2011 - March 2014
New England Financial August 2005 - December 2010
Mitzelfeld's January 1981 - June 2001
Skills
Process Scheduler, Accounts Payable, Time Management, Software Documentation, Administrative..., Executive Assistant, Outlook, Invoicing, Retail, Project Management, Hiring, Lotus Notes, Filing, Office Administration, Human Resources, Office Management, Purchasing, Recruiting, Management, Insurance, Teamwork, Sales, Travel Arrangements, Executive...
Education
Michigan State University
Liberal Arts
Oakland Community College
Associate of Science (A.S.), Liberal Arts
The Peterson Companies April 2011 - March 2014
New England Financial August 2005 - December 2010
Mitzelfeld's January 1981 - June 2001
Skills
Process Scheduler, Accounts Payable, Time Management, Software Documentation, Administrative..., Executive Assistant, Outlook, Invoicing, Retail, Project Management, Hiring, Lotus Notes, Filing, Office Administration, Human Resources, Office Management, Purchasing, Recruiting, Management, Insurance, Teamwork, Sales, Travel Arrangements, Executive...
Education
Michigan State University
Liberal Arts
Oakland Community College
Associate of Science (A.S.), Liberal Arts
Steven Morse Steven Morse's New England Financial Experience 1989 - 1996
Job 2nd VP, IT Delivery at National Life Group
Industry Financial Services
Experience
National Life Group February 2013 - Present
Sun Life Financial 2008 - 2012
Sun Life Financial 2004 - 2008
Sun Life Financial 1998 - 2004
New England Financial 1989 - 1996
Skills
Project Management, Program Management, Insurance, Vendor Management, IT Strategy, Process Improvement, Business Analysis, Analysis, Team Leadership, Strategic Planning, Change Management, Team Building, Outsourcing, Business Strategy, Project Planning, Coaching, Relationship Management, Leadership, Life Insurance, Fixed Annuities, Financial Services, Actuarial Science
Education
Northeastern University 1987 — 1989
M.S., Mathematics
Salem State College
B.S., Mathematics
National Life Group February 2013 - Present
Sun Life Financial 2008 - 2012
Sun Life Financial 2004 - 2008
Sun Life Financial 1998 - 2004
New England Financial 1989 - 1996
Skills
Project Management, Program Management, Insurance, Vendor Management, IT Strategy, Process Improvement, Business Analysis, Analysis, Team Leadership, Strategic Planning, Change Management, Team Building, Outsourcing, Business Strategy, Project Planning, Coaching, Relationship Management, Leadership, Life Insurance, Fixed Annuities, Financial Services, Actuarial Science
Education
Northeastern University 1987 — 1989
M.S., Mathematics
Salem State College
B.S., Mathematics
Bob Florine Bob Florine's New England Financial Experience May 2003 - November 2005
Job Independent Insurance Agent/Founder at Salmon Bay Insurance Agency, Inc. (affiliate of AllPro Risk Management)
Industry Insurance
Experience
Salmon Bay Insurance Agency, Inc. (affiliate of All-Pro Risk Management) January 2013 - Present
All-Pro Risk Management November 2005 - Present
New England Financial May 2003 - November 2005
Skills
Fixed Annuities, Insurance, Long-term Care, Disability Insurance, Commercial Insurance, IRAs, Term Life Insurance, Retirement, Customer Service, Commercial Lines, Umbrella Insurance
Education
North Carolina State University 1987 — 1992
Salmon Bay Insurance Agency, Inc. (affiliate of All-Pro Risk Management) January 2013 - Present
All-Pro Risk Management November 2005 - Present
New England Financial May 2003 - November 2005
Skills
Fixed Annuities, Insurance, Long-term Care, Disability Insurance, Commercial Insurance, IRAs, Term Life Insurance, Retirement, Customer Service, Commercial Lines, Umbrella Insurance
Education
North Carolina State University 1987 — 1992
Roger Pietka Roger Pietka's New England Financial Experience February 2009 - October 2011
Job Associate at NewOak Capital
Industry Financial Services
Experience
NewOak Capital November 2011 - Present
New England Financial February 2009 - October 2011
Lincoln Financial Group May 2008 - January 2009
Skills
Investments, Fixed Income, Finance, Equities, Asset Management, Financial Modeling, Portfolio Management, Capital Markets, Risk Management, Financial Services, Valuation, Financial Analysis, Military Housing...
Education
Monmouth University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
NewOak Capital November 2011 - Present
New England Financial February 2009 - October 2011
Lincoln Financial Group May 2008 - January 2009
Skills
Investments, Fixed Income, Finance, Equities, Asset Management, Financial Modeling, Portfolio Management, Capital Markets, Risk Management, Financial Services, Valuation, Financial Analysis, Military Housing...
Education
Monmouth University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Heath Burch, CFP®, ChSNC® Heath Burch, CFP®, ChSNC®'s New England Financial Experience 2000 - 2006
Job Vice President, Special Needs Planning at The Special Needs Planning Center @ CommunityAmerica
Industry Financial Services
Experience
The Special Needs Planning Center from CommunityAmerica 2006 - Present
CrossFit Establish July 2013 - Present
New England Financial 2000 - 2006
Skills
Strategic Financial..., Special Needs, Family Planning, Investment Management, Investment Strategies, Special Needs..., Special Needs Trusts, Social Security, Guardianship, Alternative Investments, Life Insurance, Business Process..., Wealth Management, Asset Allocation, Asset Managment, Portfolio Management
Education
Northwest Missouri State University 1996 — 2000
Bachelor of Science (B.S.), Finance & International Business
The Special Needs Planning Center from CommunityAmerica 2006 - Present
CrossFit Establish July 2013 - Present
New England Financial 2000 - 2006
Skills
Strategic Financial..., Special Needs, Family Planning, Investment Management, Investment Strategies, Special Needs..., Special Needs Trusts, Social Security, Guardianship, Alternative Investments, Life Insurance, Business Process..., Wealth Management, Asset Allocation, Asset Managment, Portfolio Management
Education
Northwest Missouri State University 1996 — 2000
Bachelor of Science (B.S.), Finance & International Business
Kristin H. Martin's New England Financial Experience March 2002 - April 2005
Job Brand Manager at Summit International Flooring
Industry Hospitality
Experience
Summit International Flooring July 2014 - Present
Concord Hospitality Enterprises April 2013 - June 2014
Concord Hospitality Enterprises September 2010 - March 2013
Improv Asylum 2007 - 2010
Improv Asylum April 2005 - August 2007
New England Financial March 2002 - April 2005
Skills
Event Planning, Event Management, Social Media, Social Media Marketing, Trade Shows, Meeting Planning, Marketing, Public Relations, Hospitality, Marketing Communications, Hotels, Sales, Food & Beverage, Catering, Corporate Events, Tourism, Hospitality Industry, Hotel Management
Education
Northeastern University 1997 — 2002
BA, Communications
Northeastern University
Bachelor's degree, Mass Communication/Media Studies
Summit International Flooring July 2014 - Present
Concord Hospitality Enterprises April 2013 - June 2014
Concord Hospitality Enterprises September 2010 - March 2013
Improv Asylum 2007 - 2010
Improv Asylum April 2005 - August 2007
New England Financial March 2002 - April 2005
Skills
Event Planning, Event Management, Social Media, Social Media Marketing, Trade Shows, Meeting Planning, Marketing, Public Relations, Hospitality, Marketing Communications, Hotels, Sales, Food & Beverage, Catering, Corporate Events, Tourism, Hospitality Industry, Hotel Management
Education
Northeastern University 1997 — 2002
BA, Communications
Northeastern University
Bachelor's degree, Mass Communication/Media Studies
Jace Champlin Jace Champlin's New England Financial Experience April 2008 - December 2012
Job Senior Partner at RCA Wealth Strategies
Industry Financial Services
Experience
Ameritas Investment Corp. January 2013 - Present
The Retirement Store January 2013 - Present
New England Financial April 2008 - December 2012
Skills
Personal Financial..., Retirement Benefits, Retirement Planning, Retirement Savings, Investment Management, College Savings Plans, Savings Accounts, Life Insurance, Disability Insurance, Long Term Care Insurance, Mutual Funds, Saving for Education, Wealth Preservation..., Investments, 401k, Investment Advisory..., Financial Planners, Estate Planning, Protection, Wealth Management..., Roth IRA, Financial Advisory, Qualified Retirement..., Wealth, Uniform Combined State..., Securities, Financial Goals, Series 63, Investment Advisory, Series 7, Fixed Annuities, Series 6, Long-term Care, Variable Annuities, Series 65, Income Protection, 529 Plans, Wealth Accumulation, Retirement Plan..., 401k Rollovers, Strategic Financial..., Wealth Management, Certified Financial..., Asset Protection, FINRA, Finance, Retirement, IRAs, Asset Allocation, Investment Strategies
Education
The American College 2010 — 2013
Working on Chartered Financial Consultant (ChFC) Designation, Financial Planning and Services
Northwest Missouri State University 2003 — 2007
Bachelor of Science (BS), Finance and Financial Management Services
Ameritas Investment Corp. January 2013 - Present
The Retirement Store January 2013 - Present
New England Financial April 2008 - December 2012
Skills
Personal Financial..., Retirement Benefits, Retirement Planning, Retirement Savings, Investment Management, College Savings Plans, Savings Accounts, Life Insurance, Disability Insurance, Long Term Care Insurance, Mutual Funds, Saving for Education, Wealth Preservation..., Investments, 401k, Investment Advisory..., Financial Planners, Estate Planning, Protection, Wealth Management..., Roth IRA, Financial Advisory, Qualified Retirement..., Wealth, Uniform Combined State..., Securities, Financial Goals, Series 63, Investment Advisory, Series 7, Fixed Annuities, Series 6, Long-term Care, Variable Annuities, Series 65, Income Protection, 529 Plans, Wealth Accumulation, Retirement Plan..., 401k Rollovers, Strategic Financial..., Wealth Management, Certified Financial..., Asset Protection, FINRA, Finance, Retirement, IRAs, Asset Allocation, Investment Strategies
Education
The American College 2010 — 2013
Working on Chartered Financial Consultant (ChFC) Designation, Financial Planning and Services
Northwest Missouri State University 2003 — 2007
Bachelor of Science (BS), Finance and Financial Management Services
Bill Snyder, CRPC Bill Snyder, CRPC's New England Financial Experience 2003 - 2004
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2013 - Present
New England Securities March 2012 - March 2013
Wells Fargo Advisors January 2008 - December 2011
Wells Fargo Advisors February 2006 - February 2008
Wells Fargo Bank August 2004 - February 2006
New England Financial 2003 - 2004
Skills
Series 7, Sales Management, Consultative Selling, Sales Trainings, Securities, Wealth Management, Mutual Funds, Investments, Series 63, Retirement, Financial Advisory, Retirement Planning, FINRA, Sales Process, Uniform Combined State..., Financial Services, IRAs, Asset, Options, Insurance, Equities, Mortgage Lending, Finance, 401k, Series 65, Wealth, Fixed Annuities, Asset Allocation, Banking, Telecommunications, Estate Planning, Strategic Financial..., Selling, Financial Analysis, Financial Risk, CRM, Investment Advisory, Credit, Risk Management, Investment Strategies, Fixed Income, Portfolio Management, Small Business, Wealth Management..., 401k Rollovers, Financial Planning, Problem Solving, Telecommunications Sales, Leadership
Education
Metropolitan State University 2008 — 2012
Bachelor's Degree, Finance, 3.25
Fenwick Alum 1988 — 1992
Wells Fargo May 2013 - Present
New England Securities March 2012 - March 2013
Wells Fargo Advisors January 2008 - December 2011
Wells Fargo Advisors February 2006 - February 2008
Wells Fargo Bank August 2004 - February 2006
New England Financial 2003 - 2004
Skills
Series 7, Sales Management, Consultative Selling, Sales Trainings, Securities, Wealth Management, Mutual Funds, Investments, Series 63, Retirement, Financial Advisory, Retirement Planning, FINRA, Sales Process, Uniform Combined State..., Financial Services, IRAs, Asset, Options, Insurance, Equities, Mortgage Lending, Finance, 401k, Series 65, Wealth, Fixed Annuities, Asset Allocation, Banking, Telecommunications, Estate Planning, Strategic Financial..., Selling, Financial Analysis, Financial Risk, CRM, Investment Advisory, Credit, Risk Management, Investment Strategies, Fixed Income, Portfolio Management, Small Business, Wealth Management..., 401k Rollovers, Financial Planning, Problem Solving, Telecommunications Sales, Leadership
Education
Metropolitan State University 2008 — 2012
Bachelor's Degree, Finance, 3.25
Fenwick Alum 1988 — 1992
Jake Kienholz's New England Financial Experience July 2003 - July 2005
Job IT Manager at SET Creative
Industry Information Technology and Services
Experience
SET Creative July 2015 - Present
Aequitas Capital Management December 2011 - July 2015
Ubisoft October 2008 - November 2011
Elan Pharmaceuticals April 2007 - October 2008
Waddell & Reed August 2005 - March 2007
New England Financial July 2003 - July 2005
Immersion Corporation June 2000 - September 2000
Safeway June 1999 - September 1999
Skills
System Administration, Technical Support, Networking, Vendor Management, Project Management, Telecommunications, Windows, Management, Visio, Negotiation, Customer Service, Troubleshooting, SharePoint, Software Documentation, Strategic Planning, Team Leadership, Process Improvement, IT Management, Windows Server, VMware, Budgets, Team Building, Microsoft Office, Change Management, WDS, Office 365
Education
Linfield College 1998 — 2002
Bachelor of Science, Computer Science
San Ramon Valley HS 1994 — 1998
SET Creative July 2015 - Present
Aequitas Capital Management December 2011 - July 2015
Ubisoft October 2008 - November 2011
Elan Pharmaceuticals April 2007 - October 2008
Waddell & Reed August 2005 - March 2007
New England Financial July 2003 - July 2005
Immersion Corporation June 2000 - September 2000
Safeway June 1999 - September 1999
Skills
System Administration, Technical Support, Networking, Vendor Management, Project Management, Telecommunications, Windows, Management, Visio, Negotiation, Customer Service, Troubleshooting, SharePoint, Software Documentation, Strategic Planning, Team Leadership, Process Improvement, IT Management, Windows Server, VMware, Budgets, Team Building, Microsoft Office, Change Management, WDS, Office 365
Education
Linfield College 1998 — 2002
Bachelor of Science, Computer Science
San Ramon Valley HS 1994 — 1998
Nick Wilkins, AIF ® Nick Wilkins, AIF ®'s New England Financial Experience 2001 - 2003
Job Financial Advisor at Blueprint Wealth Advisors LLC
Industry Financial Services
Experience
Blueprint Wealth Advisors LLC March 2012 - Present
GCG Financial November 2003 - March 2012
New England Financial 2001 - 2003
Skills
Series 7, Wealth Management, Investments, Strategic Financial..., Securities, Insurance, Financial Advisory, Life Insurance, Retirement Planning, Asset Allocation, Investment Advisory, Retirement, Mutual Funds, Series 63, 401k, Finance
Education
Michigan State University 1997 — 2001
Finance, Finance & Economics
Loyola Academy 1993 — 1997
Blueprint Wealth Advisors LLC March 2012 - Present
GCG Financial November 2003 - March 2012
New England Financial 2001 - 2003
Skills
Series 7, Wealth Management, Investments, Strategic Financial..., Securities, Insurance, Financial Advisory, Life Insurance, Retirement Planning, Asset Allocation, Investment Advisory, Retirement, Mutual Funds, Series 63, 401k, Finance
Education
Michigan State University 1997 — 2001
Finance, Finance & Economics
Loyola Academy 1993 — 1997
Harry Pappas Harry Pappas's New England Financial Experience May 1978 - December 1996
Job Client/Field Support Representative at Boston Medical Center
Industry Financial Services
Experience
A&A Search under contract with Boston Medical Center March 2011 - Present
Dinemed and PRG Groups, Peabody/Salem, MA February 2008 - December 2010
Deloitte & Touche December 1996 - May 2009
New England Financial May 1978 - December 1996
Education
Northeastern University 1974 — 1980
BS
A&A Search under contract with Boston Medical Center March 2011 - Present
Dinemed and PRG Groups, Peabody/Salem, MA February 2008 - December 2010
Deloitte & Touche December 1996 - May 2009
New England Financial May 1978 - December 1996
Education
Northeastern University 1974 — 1980
BS
Michael M. Kane ChFC, AIFA Michael M. Kane ChFC, AIFA's New England Financial Experience September 1988 - July 2008
Job 2013 Finalist ASPPA/NAPA 401(k) Advisor Leadership Award
Industry Investment Management
Experience
Plan Sponsor Consultants July 2008 - Present
New England Financial September 1988 - July 2008
Skills
Retirement Planning, Retirement, 401k, Investments, Financial Services, Pensions, Series 7, Employee Benefits, Wealth Management, Strategic Financial..., Asset Management, Securities, Management, Series 63, Mutual Funds, Estate Planning, Financial Advisory, Defined Benefit, Wealth, Portfolio Management, Financial Planners, Fixed Annuities, Investment Strategies, Series 6, Disability Insurance, Alternative Investments, Investment Advisory, Retirement Plan..., Asset Allocation, Financial Planning
Education
The George Washington University - School of Business 1971 — 1972
Mount Saint Mary's College
B.S., Business Administration
Plan Sponsor Consultants July 2008 - Present
New England Financial September 1988 - July 2008
Skills
Retirement Planning, Retirement, 401k, Investments, Financial Services, Pensions, Series 7, Employee Benefits, Wealth Management, Strategic Financial..., Asset Management, Securities, Management, Series 63, Mutual Funds, Estate Planning, Financial Advisory, Defined Benefit, Wealth, Portfolio Management, Financial Planners, Fixed Annuities, Investment Strategies, Series 6, Disability Insurance, Alternative Investments, Investment Advisory, Retirement Plan..., Asset Allocation, Financial Planning
Education
The George Washington University - School of Business 1971 — 1972
Mount Saint Mary's College
B.S., Business Administration
Rebecca Shaffer Rebecca Shaffer's New England Financial Experience November 1997 - August 2000
Job Business Analyst at Copyright Clearance Center
Industry Information Technology and Services
Experience
Copyright Clearance Center June 2012 - Present
Copyright Clearance Center June 2001 - May 2012
Kforce August 2000 - February 2001
New England Financial November 1997 - August 2000
ESSENSE Systems, Inc. January 1995 - July 1997
Skills
Quality Assurance, Troubleshooting, Analysis, Requirements Analysis, Testing, Software Development, Windows, SDLC, Microsoft SQL Server, Quality Center, Microsoft Office, Integration, Databases, Software Project..., Data Analysis, Business Requirements, XML, Business Analysis
Education
ISTQB 2008 — 2008
Certification, Certified Tester Foundation Level
North Shore Community College 1995 — 2006
Associate, Computer Applications
Copyright Clearance Center June 2012 - Present
Copyright Clearance Center June 2001 - May 2012
Kforce August 2000 - February 2001
New England Financial November 1997 - August 2000
ESSENSE Systems, Inc. January 1995 - July 1997
Skills
Quality Assurance, Troubleshooting, Analysis, Requirements Analysis, Testing, Software Development, Windows, SDLC, Microsoft SQL Server, Quality Center, Microsoft Office, Integration, Databases, Software Project..., Data Analysis, Business Requirements, XML, Business Analysis
Education
ISTQB 2008 — 2008
Certification, Certified Tester Foundation Level
North Shore Community College 1995 — 2006
Associate, Computer Applications
Laura (Germani) Caton's New England Financial Experience 1999 - 2002
Job Partner, Senior Consultant at The Cornerstone Group, Inc.
Industry Management Consulting
Experience
The Cornerstone Group, Inc. April 2008 - Present
New England Financial 1999 - 2002
NVEST Funds 1996 - 1999
Natixis Global Associates 1994 - 1996
Natixis Global Associates 1993 - 1995
New England Securities January 1991 - September 1993
Putnam Investments January 1985 - April 1989
Skills
Leadership, Leadership Development, Talent Management, Management, Training, Selling, Sales Management, Team Building, Recruiting, Organizational..., Customer Retention, Sales Presentations, Sales Process, Interviews, Sales Operations, Sales, Business Planning, Consulting, Strategy, Small Business, Coaching, Marketing, Strategic Planning, Time Management, Start-ups, Employee Training, Comedian, Qualifying Prospects, Selling Skills, Public Speaking, Engaging Speaker, Succession Planning, Hiring, Team Motivator, Mother of the Year, Closing Deals, Deal Closure, Customer Insight, Executive Management, Executive Coaching, Seminars, Strategic Partnerships, Business Development, Talent Acquisition, Building Relationships, CRM, Organizational..., Salesforce.com, Management Consulting, New Business Development
Education
Ohio University 1981 — 1984
English
Pittsford Sutherland High School 1977 — 1981
The Cornerstone Group, Inc. April 2008 - Present
New England Financial 1999 - 2002
NVEST Funds 1996 - 1999
Natixis Global Associates 1994 - 1996
Natixis Global Associates 1993 - 1995
New England Securities January 1991 - September 1993
Putnam Investments January 1985 - April 1989
Skills
Leadership, Leadership Development, Talent Management, Management, Training, Selling, Sales Management, Team Building, Recruiting, Organizational..., Customer Retention, Sales Presentations, Sales Process, Interviews, Sales Operations, Sales, Business Planning, Consulting, Strategy, Small Business, Coaching, Marketing, Strategic Planning, Time Management, Start-ups, Employee Training, Comedian, Qualifying Prospects, Selling Skills, Public Speaking, Engaging Speaker, Succession Planning, Hiring, Team Motivator, Mother of the Year, Closing Deals, Deal Closure, Customer Insight, Executive Management, Executive Coaching, Seminars, Strategic Partnerships, Business Development, Talent Acquisition, Building Relationships, CRM, Organizational..., Salesforce.com, Management Consulting, New Business Development
Education
Ohio University 1981 — 1984
English
Pittsford Sutherland High School 1977 — 1981
Jasmine Ramos Jasmine Ramos's New England Financial Experience 2004 - 2005
Job Senior Accountant at DDB Worldwide Communications Group
Industry Marketing and Advertising
Experience
DDB Worldwide Communications Group July 2010 - Present
DDB Worldwide Communications Group July 2008 - July 2010
Master Printing 2005 - 2008
New England Financial 2004 - 2005
Skills
Financial Reporting, Internal Controls, Accounting, Auditing, Financial Analysis, Internal Audit, Managerial Finance, General Ledger, GAAP, Corporate Finance
Education
Montclair State University
Bachelor's degree, Accounting
DDB Worldwide Communications Group July 2010 - Present
DDB Worldwide Communications Group July 2008 - July 2010
Master Printing 2005 - 2008
New England Financial 2004 - 2005
Skills
Financial Reporting, Internal Controls, Accounting, Auditing, Financial Analysis, Internal Audit, Managerial Finance, General Ledger, GAAP, Corporate Finance
Education
Montclair State University
Bachelor's degree, Accounting
Christopher Yard's New England Financial Experience May 2008 - August 2009
Job Financial Planner
Industry Financial Services
Experience
Integrity Financial Group, Inc. August 2009 - Present
Rotary Club of North West Hennepin County April 2010 - Present
New England Financial May 2008 - August 2009
C.J. Custom Clean, Inc. January 2003 - January 2007
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Retirement, Insurance, Mutual Funds, Wealth Management, Investments, 401k, Life Insurance, Series 63, Financial Services, Asset Management, Small Business, Financial Planners, Securities, Finance, Financial Planning
Education
Minnesota State University, Mankato
Finance, Financial Planning & Insurance
Integrity Financial Group, Inc. August 2009 - Present
Rotary Club of North West Hennepin County April 2010 - Present
New England Financial May 2008 - August 2009
C.J. Custom Clean, Inc. January 2003 - January 2007
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Retirement, Insurance, Mutual Funds, Wealth Management, Investments, 401k, Life Insurance, Series 63, Financial Services, Asset Management, Small Business, Financial Planners, Securities, Finance, Financial Planning
Education
Minnesota State University, Mankato
Finance, Financial Planning & Insurance
Greg Gauss Greg Gauss's New England Financial Experience May 1994 - October 1998
Job Business Owner / Consultant / Music Producer/DJ
Industry Nonprofit Organization Management
Experience
United Way of Pitt County November 2014 - August 2015
Battle Creek Community Foundation January 2013 - January 2014
Michigan Public Health Institute January 2010 - October 2012
Michigan Public Health Institute October 1998 - December 2009
New England Financial May 1994 - October 1998
Education
Michigan State University College of Human Medicine 2009 — 2011
Graduate Certificate in Core Disciplines of Public Health, Public Health
Michigan State University - The Eli Broad Graduate School of Management 2005 — 2006
Master of Business Administration (MBA)
Michigan State University 1989 — 1994
Bachelor of Arts (B.A.), Finance, General
United Way of Pitt County November 2014 - August 2015
Battle Creek Community Foundation January 2013 - January 2014
Michigan Public Health Institute January 2010 - October 2012
Michigan Public Health Institute October 1998 - December 2009
New England Financial May 1994 - October 1998
Education
Michigan State University College of Human Medicine 2009 — 2011
Graduate Certificate in Core Disciplines of Public Health, Public Health
Michigan State University - The Eli Broad Graduate School of Management 2005 — 2006
Master of Business Administration (MBA)
Michigan State University 1989 — 1994
Bachelor of Arts (B.A.), Finance, General
Rachel Carter's New England Financial Experience October 2000 - December 2001
Job Communications Director at Vermont Sustainable Jobs Fund
Industry Nonprofit Organization Management
Experience
Vermont Sustainable Jobs Fund February 2013 - Present
Journalist August 2010 - Present
Rachel Carter PR December 2006 - June 2013
VBSR Marketplace October 2012 - April 2013
Champlain College September 2006 - April 2007
Paul Kaza Associates May 2002 - December 2006
New England Financial October 2000 - December 2001
Girl Scout Council of Cumberland Valley October 1998 - May 2000
Skills
Program Facilitation, Accountability, Community Collaboration, Project Execution, Marketing Communications, Marketing Strategy, Public Relations, Public Speaking, Community Relations, Operational Strategy, Problem Solving, Organizational..., Team Leadership, Social Media, Writing, Project Management, Community Development, Speech Writing, Journalism, Facebook, Media Relations, Advertising, Photography, Event Management, Copywriting, Leadership, Strategic Planning, Online Marketing, Newsletters, Newspapers, Blogging, Entrepreneurship, Editing, Marketing, Social Media Marketing, Strategy, Training, Strategic Communications, Nonprofits, Social Networking, Publishing, Corporate Communications, Fundraising, Copy Editing, Research, Web Content, Storytelling, Publications, Editorial, Video
Education
Marist College 1994 — 1998
Bachelor of Arts
Vermont Sustainable Jobs Fund February 2013 - Present
Journalist August 2010 - Present
Rachel Carter PR December 2006 - June 2013
VBSR Marketplace October 2012 - April 2013
Champlain College September 2006 - April 2007
Paul Kaza Associates May 2002 - December 2006
New England Financial October 2000 - December 2001
Girl Scout Council of Cumberland Valley October 1998 - May 2000
Skills
Program Facilitation, Accountability, Community Collaboration, Project Execution, Marketing Communications, Marketing Strategy, Public Relations, Public Speaking, Community Relations, Operational Strategy, Problem Solving, Organizational..., Team Leadership, Social Media, Writing, Project Management, Community Development, Speech Writing, Journalism, Facebook, Media Relations, Advertising, Photography, Event Management, Copywriting, Leadership, Strategic Planning, Online Marketing, Newsletters, Newspapers, Blogging, Entrepreneurship, Editing, Marketing, Social Media Marketing, Strategy, Training, Strategic Communications, Nonprofits, Social Networking, Publishing, Corporate Communications, Fundraising, Copy Editing, Research, Web Content, Storytelling, Publications, Editorial, Video
Education
Marist College 1994 — 1998
Bachelor of Arts
Michael Geitner Michael Geitner's New England Financial Experience October 2007 - March 2011
Job Financial Consultant at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial February 2013 - Present
Hertz April 2011 - January 2013
New England Financial October 2007 - March 2011
Waddell & Reed September 2006 - October 2007
Skills
Series 6, Series 7, Series 63, Series 65, Life & Health Insurance...
Education
Menlo College
Business, Management
E*TRADE Financial February 2013 - Present
Hertz April 2011 - January 2013
New England Financial October 2007 - March 2011
Waddell & Reed September 2006 - October 2007
Skills
Series 6, Series 7, Series 63, Series 65, Life & Health Insurance...
Education
Menlo College
Business, Management
Ashley Arrington's New England Financial Experience November 2009 - March 2011
Job Financial Services Professional
Industry Financial Services
Experience
Northwestern Mutual June 2011 - September 2011
New England Financial November 2009 - March 2011
Education
Louisiana State University 2005 — 2009
B.S., Finance
Northwestern Mutual June 2011 - September 2011
New England Financial November 2009 - March 2011
Education
Louisiana State University 2005 — 2009
B.S., Finance
Alan Segall Alan Segall's New England Financial Experience October 2011 - July 2012
Job Senior Project Manager Consultant at Clark Crown Brands
Industry Program Development
Experience
Clark Crown Brands March 2015 - August 2015
PLS Financial Services June 2014 - January 2015
JPMorgan Chase January 2014 - May 2014
Northern Trust August 2013 - November 2013
State Farm July 2012 - July 2013
New England Financial October 2011 - July 2012
Morgan Stanley Smith Barney November 2010 - September 2011
Lamb Financial / Airoom October 2009 - September 2010
Chicago Bancorp June 2008 - October 2009
Construction Management Advantage LLC March 2005 - August 2008
Skills
Project Management, Strategic Planning, Risk Management, Team Building, Financial Analysis, Asset Managment, Finance, Real Estate, Portfolio Management, Mortgage Lending, Insurance, Business Planning, Business Strategy, Strategic Financial..., Banking, Account Management, Investments, Team Leadership, Construction, Business Development, Management, Entrepreneurship, Start-ups, Corporate Finance, Change Management, Project Planning, Microsoft Excel, Leadership, Due Diligence, Sales Management, Financial Reporting, Business Process..., Business Analysis, Forecasting, Training, Management Consulting, Process Improvement, Coaching, Operations Management, Negotiation, Budgets, Loans, New Business Development, Strategy, Program Management, Small Business, Contract Negotiation, Consulting, Analysis, Asset Management
Education
The George Washington University 1995 — 1996
Masters Certificate, Project Management
Roosevelt University
MBA, Finance
Northern Illinois University
Bachelor of Science, Urban Planning
Clark Crown Brands March 2015 - August 2015
PLS Financial Services June 2014 - January 2015
JPMorgan Chase January 2014 - May 2014
Northern Trust August 2013 - November 2013
State Farm July 2012 - July 2013
New England Financial October 2011 - July 2012
Morgan Stanley Smith Barney November 2010 - September 2011
Lamb Financial / Airoom October 2009 - September 2010
Chicago Bancorp June 2008 - October 2009
Construction Management Advantage LLC March 2005 - August 2008
Skills
Project Management, Strategic Planning, Risk Management, Team Building, Financial Analysis, Asset Managment, Finance, Real Estate, Portfolio Management, Mortgage Lending, Insurance, Business Planning, Business Strategy, Strategic Financial..., Banking, Account Management, Investments, Team Leadership, Construction, Business Development, Management, Entrepreneurship, Start-ups, Corporate Finance, Change Management, Project Planning, Microsoft Excel, Leadership, Due Diligence, Sales Management, Financial Reporting, Business Process..., Business Analysis, Forecasting, Training, Management Consulting, Process Improvement, Coaching, Operations Management, Negotiation, Budgets, Loans, New Business Development, Strategy, Program Management, Small Business, Contract Negotiation, Consulting, Analysis, Asset Management
Education
The George Washington University 1995 — 1996
Masters Certificate, Project Management
Roosevelt University
MBA, Finance
Northern Illinois University
Bachelor of Science, Urban Planning
Rod Kampf Rod Kampf's New England Financial Experience 1997 - 1998
Job Systems Analyst/Business Intelligence Analyst/Application Developer at Exploring Opportunities
Industry Computer Software
Experience
Exploring Opportunities July 2010 - Present
DST Systems March 1999 - June 2010
IBA Software Technologies 1998 - 1999
New England Financial 1997 - 1998
Hills Department Stores 1994 - 1997
Robert Allen Fabrics 1990 - 1994
Analog Devices 1988 - 1990
New England Life 1985 - 1988
Skills
Fileaid, SPUFI, CICS, Endevor, MVS, IBM Mainframe, Easytrieve, DB2, SQL, Visio, JCL, COBOL, VSAM, TSO, Mainframe, SDLC, IBM Utilities, ISPF, Systems Analysis, Lotus Notes, SQL Server, Access, Application Development, Software Development, Endeavor, Microsoft SQL Server, Process Improvement, Databases, Oracle, Testing, Business Process, Quality Assurance, Requirements Gathering, Visual Studio, Operating Systems, IMS DB/DC, C#, Visual Basic, .NET, Data Modeling, ETL
Education
New Horizons Computer Learning Center 2011 — 2012
MCTS 70-433, SQL Server 2008 R2 & SQL Server Business Intelligenct
Northeastern University 1980 — 1988
BS/BA, Management Information Systems
Exploring Opportunities July 2010 - Present
DST Systems March 1999 - June 2010
IBA Software Technologies 1998 - 1999
New England Financial 1997 - 1998
Hills Department Stores 1994 - 1997
Robert Allen Fabrics 1990 - 1994
Analog Devices 1988 - 1990
New England Life 1985 - 1988
Skills
Fileaid, SPUFI, CICS, Endevor, MVS, IBM Mainframe, Easytrieve, DB2, SQL, Visio, JCL, COBOL, VSAM, TSO, Mainframe, SDLC, IBM Utilities, ISPF, Systems Analysis, Lotus Notes, SQL Server, Access, Application Development, Software Development, Endeavor, Microsoft SQL Server, Process Improvement, Databases, Oracle, Testing, Business Process, Quality Assurance, Requirements Gathering, Visual Studio, Operating Systems, IMS DB/DC, C#, Visual Basic, .NET, Data Modeling, ETL
Education
New Horizons Computer Learning Center 2011 — 2012
MCTS 70-433, SQL Server 2008 R2 & SQL Server Business Intelligenct
Northeastern University 1980 — 1988
BS/BA, Management Information Systems
James Sugden's New England Financial Experience 1998 - 2004
Job Managing Member at Health Insurance Xpress
Industry Financial Services
Experience
Health Insurance Xpress of Colorado August 2015 - Present
Kennedy Michener Benefits, LLC March 2011 - Present
Deloitte Consulting, LLC July 2014 - March 2015
Connect for Health Colorado August 2012 - June 2014
SHOP Advisory Group - COHBE January 2012 - August 2012
Employee Benefit Solutions, Inc. January 1998 - August 2012
National Assn. of Health Underwriters 2009 - 2010
CSAHU 2007 - 2009
New England Financial 1998 - 2004
Gerald L Lukton Company 1995 - 1998
Skills
Health Insurance, Employee Benefits, Health Savings Accounts, Workers Compensation, Individual Health..., Insurance, Strategic Planning, Life Insurance, Disability Insurance, Accident, Term Life Insurance, Brokers, Team Building, Health Policy, Health Care Reform, Small Business, Medicare, Group Insurance, Long-term Care, COBRA, Underwriting, Health Insurance...
Education
The American College 1974 — 1976
CLU, Insurance
Norwalk Community College 1972 — 1974
Business
Health Insurance Xpress of Colorado August 2015 - Present
Kennedy Michener Benefits, LLC March 2011 - Present
Deloitte Consulting, LLC July 2014 - March 2015
Connect for Health Colorado August 2012 - June 2014
SHOP Advisory Group - COHBE January 2012 - August 2012
Employee Benefit Solutions, Inc. January 1998 - August 2012
National Assn. of Health Underwriters 2009 - 2010
CSAHU 2007 - 2009
New England Financial 1998 - 2004
Gerald L Lukton Company 1995 - 1998
Skills
Health Insurance, Employee Benefits, Health Savings Accounts, Workers Compensation, Individual Health..., Insurance, Strategic Planning, Life Insurance, Disability Insurance, Accident, Term Life Insurance, Brokers, Team Building, Health Policy, Health Care Reform, Small Business, Medicare, Group Insurance, Long-term Care, COBRA, Underwriting, Health Insurance...
Education
The American College 1974 — 1976
CLU, Insurance
Norwalk Community College 1972 — 1974
Business
christopher bermejo christopher bermejo's New England Financial Experience January 2009 - December 2012
Job Managing Associate at MassMutualMiami Financial Group.
Industry Financial Services
Experience
Miami Agency January 2013 - Present
New England Financial January 2009 - December 2012
First Investors Corporation 2003 - 2008
Skills
Retirement, Insurance, Securities, Estate Planning, Investments, Asset Allocation, Financial Services, Wealth Management, Strategic Financial..., Employee Benefits, Series 7, Fixed Annuities, Small Business, Mutual Funds, Executive Benefit..., Retirement Planning, Succession Planning, Investment Advisory, Credit, Alternative Investments, Finance, Roth IRA, Life Insurance, Long Term Care Insurance, Wealth Management..., Portfolio Management, IRAs, Pensions, Asset Management, Consumer Lending, Disability Insurance, Long-term Care, Fixed Income, Wealth Accumulation, Loans, Health Insurance, Series 63, Mortgage Lending, Banking, FINRA, Equities, Series 65, 401k Rollovers, Financial Advisory, 401k, Variable Annuities, Financial Planners, Wealth, Uniform Combined State..., Series 6
Education
Miami Dade College
Miami Agency January 2013 - Present
New England Financial January 2009 - December 2012
First Investors Corporation 2003 - 2008
Skills
Retirement, Insurance, Securities, Estate Planning, Investments, Asset Allocation, Financial Services, Wealth Management, Strategic Financial..., Employee Benefits, Series 7, Fixed Annuities, Small Business, Mutual Funds, Executive Benefit..., Retirement Planning, Succession Planning, Investment Advisory, Credit, Alternative Investments, Finance, Roth IRA, Life Insurance, Long Term Care Insurance, Wealth Management..., Portfolio Management, IRAs, Pensions, Asset Management, Consumer Lending, Disability Insurance, Long-term Care, Fixed Income, Wealth Accumulation, Loans, Health Insurance, Series 63, Mortgage Lending, Banking, FINRA, Equities, Series 65, 401k Rollovers, Financial Advisory, 401k, Variable Annuities, Financial Planners, Wealth, Uniform Combined State..., Series 6
Education
Miami Dade College
Ricardo Almonte's New England Financial Experience May 2008 - December 2008
Job Oasis Outsourcing
Industry Financial Services
Experience
Oasis Outsourcing March 2013 - Present
PVC Pipes January 2010 - Present
Supplemental Insurance August 2007 - Present
New England Financial May 2008 - December 2008
TG January 2003 - February 2005
Skills
Insurance, Risk Management, Variable Products, Customer Service, Investments, Strategic Financial..., Sales Management, Marketing, Variable Life, Marketing Strategy, Operations Management, Business Strategy, New Business Development, Business Process..., International Trade, International...
Education
Lynn University 1992 — 2006
BS, Business Administration with International Business
Lynn University 1992 — 2006
BS, Business Administration with International Business
Oasis Outsourcing March 2013 - Present
PVC Pipes January 2010 - Present
Supplemental Insurance August 2007 - Present
New England Financial May 2008 - December 2008
TG January 2003 - February 2005
Skills
Insurance, Risk Management, Variable Products, Customer Service, Investments, Strategic Financial..., Sales Management, Marketing, Variable Life, Marketing Strategy, Operations Management, Business Strategy, New Business Development, Business Process..., International Trade, International...
Education
Lynn University 1992 — 2006
BS, Business Administration with International Business
Lynn University 1992 — 2006
BS, Business Administration with International Business
Kimber Barton, CFP®, AIF®'s New England Financial Experience August 2002 - November 2004
Job Financial Planner; Retirement Plan/401(k) Consultant in Tennessee
Industry Investment Management
Experience
Brentwood Financial Partners 2013 - Present
Wilson Financial Group, LLC November 2004 - December 2012
New England Financial August 2002 - November 2004
MassMutual Financial Group January 2000 - August 2002
MassMutual Financial Group August 1995 - January 2000
UCAR Carbon Co. November 1981 - August 1995
Skills
Retirement Planning, Investments, 401k, Personal Financial..., Long Term Care Insurance, Disability Insurance, Life Insurance
Education
Murray State University 1976 — 1981
B.S., Finance
Clarksville Academy 1970 — 1976
Brentwood Financial Partners 2013 - Present
Wilson Financial Group, LLC November 2004 - December 2012
New England Financial August 2002 - November 2004
MassMutual Financial Group January 2000 - August 2002
MassMutual Financial Group August 1995 - January 2000
UCAR Carbon Co. November 1981 - August 1995
Skills
Retirement Planning, Investments, 401k, Personal Financial..., Long Term Care Insurance, Disability Insurance, Life Insurance
Education
Murray State University 1976 — 1981
B.S., Finance
Clarksville Academy 1970 — 1976
Roy Paisant Roy Paisant's New England Financial Experience December 2007 - November 2008
Job Financial Manager at Nothing Left Undone
Industry Accounting
Experience
Nothing Left Undone January 2010 - Present
New England Financial December 2007 - November 2008
The Management Group January 2007 - October 2007
Construction Equipment Company August 2003 - April 2005
Northeast Coalition of Neighborhoods February 1997 - March 2003
The Rouse Company May 1988 - April 1996
Skills
Financial Reporting, Accounts Payable, Accounts Receivable, Quickbooks, Budgeting, Excel, Word, Contract Management, PowerPoint, Financial Management, Payroll Processing, Contract Negotiations, Solomon, BPI, Record Keeping, Lease Administration, Payroll, Expenses, Accounting, Financial Analysis, General Ledger, Microsoft Excel, Bookkeeping, Microsoft Word, Contract Negotiation, Budgets, Managerial Finance, Forecasting, Management, Auditing, QuickBooks, Finance, Variance Analysis, Financial Statements, Strategic Financial..., Account Reconciliation, Cash Management, Strategic Planning, Analysis, Program Management
Education
Linfield College 2010 — 2011
Bachelors of Science, Behavorial Science
Warner Pacific College 2007 — 2010
Bachelors of Science, Business Administration
Tulane University 1987 — 1989
Associates, Pre Law
Nothing Left Undone January 2010 - Present
New England Financial December 2007 - November 2008
The Management Group January 2007 - October 2007
Construction Equipment Company August 2003 - April 2005
Northeast Coalition of Neighborhoods February 1997 - March 2003
The Rouse Company May 1988 - April 1996
Skills
Financial Reporting, Accounts Payable, Accounts Receivable, Quickbooks, Budgeting, Excel, Word, Contract Management, PowerPoint, Financial Management, Payroll Processing, Contract Negotiations, Solomon, BPI, Record Keeping, Lease Administration, Payroll, Expenses, Accounting, Financial Analysis, General Ledger, Microsoft Excel, Bookkeeping, Microsoft Word, Contract Negotiation, Budgets, Managerial Finance, Forecasting, Management, Auditing, QuickBooks, Finance, Variance Analysis, Financial Statements, Strategic Financial..., Account Reconciliation, Cash Management, Strategic Planning, Analysis, Program Management
Education
Linfield College 2010 — 2011
Bachelors of Science, Behavorial Science
Warner Pacific College 2007 — 2010
Bachelors of Science, Business Administration
Tulane University 1987 — 1989
Associates, Pre Law
Yakov Popovskiy Yakov Popovskiy's New England Financial Experience 2000 - 2001
Job Computer Software Professional
Industry Computer Software
Experience
UHealthSolutions\UMASS DMS 2009 - Present
Public Sector Partners 2009 - Present
BNY Mellon August 1998 - January 2009
New England Financial 2000 - 2001
Office Depot June 1997 - October 1998
International Paper November 1996 - June 1997
Skills
Microsoft SQL Server, PL/SQL, T-SQL, Oracle SQL Developer, Tableau, Business Intelligence, Database Administration, C#, MVS, Microsoft Technologies
Education
Globe Institute of technology 1993 — 1995
AS, IT
Odessa State Polytechnic University 1985 — 1990
MS, EE
UHealthSolutions\UMASS DMS 2009 - Present
Public Sector Partners 2009 - Present
BNY Mellon August 1998 - January 2009
New England Financial 2000 - 2001
Office Depot June 1997 - October 1998
International Paper November 1996 - June 1997
Skills
Microsoft SQL Server, PL/SQL, T-SQL, Oracle SQL Developer, Tableau, Business Intelligence, Database Administration, C#, MVS, Microsoft Technologies
Education
Globe Institute of technology 1993 — 1995
AS, IT
Odessa State Polytechnic University 1985 — 1990
MS, EE
Daniel J. Nance, CFP Daniel J. Nance, CFP's New England Financial Experience June 2003 - March 2008
Job Financial Advisor at Cedar Mountain Advisors
Industry Investment Management
Experience
Cedar Mountain Advisors, LLC March 2008 - Present
New England Financial June 2003 - March 2008
John Hancock 1996 - 2003
Skills
Retirement Planning, Investments, Estate Planning, Wealth Management, Retirement, Portfolio Management, Asset Managment
Education
Linfield College 1992 — 1996
BA, Business
Cedar Mountain Advisors, LLC March 2008 - Present
New England Financial June 2003 - March 2008
John Hancock 1996 - 2003
Skills
Retirement Planning, Investments, Estate Planning, Wealth Management, Retirement, Portfolio Management, Asset Managment
Education
Linfield College 1992 — 1996
BA, Business
Nancy Duggan's New England Financial Experience January 1990 - January 1999
Job Executive Assistant at Institutional Cash Distributors
Industry Financial Services
Experience
Institutional Cash Distributors 2014 - Present
Baystate Financial June 2013 - June 2014
Baystate Financial June 2010 - June 2013
Boston South Financial Group August 2005 - June 2010
MetLife January 1999 - June 2005
New England Financial January 1990 - January 1999
Skills
Office Management, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Financial Services, Salesforce, Insurance, Sales, Social Networking, Social Media, Budgets, Problem Solving, Event Planning, Teamwork, Compliance, Executive..., Customer Service, Salesforce.com
Education
Northeastern University
Business Management
Institutional Cash Distributors 2014 - Present
Baystate Financial June 2013 - June 2014
Baystate Financial June 2010 - June 2013
Boston South Financial Group August 2005 - June 2010
MetLife January 1999 - June 2005
New England Financial January 1990 - January 1999
Skills
Office Management, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Financial Services, Salesforce, Insurance, Sales, Social Networking, Social Media, Budgets, Problem Solving, Event Planning, Teamwork, Compliance, Executive..., Customer Service, Salesforce.com
Education
Northeastern University
Business Management
Jan Teed's New England Financial Experience 1988 - 1992
Job Operations & Project Management
Industry Insurance
Experience
Liberty Mutual Insurance September 2005 - Present
Liberty Mutual Insurance 1998 - 2005
Liberty Mutual Insurance 1992 - 1998
New England Financial 1988 - 1992
New England Financial (New England Securities) 1984 - 1988
Education
Massachusetts College of Liberal Arts
Bachelor of Business Administration (BBA), Business Administration and Management, General
Liberty Mutual Insurance September 2005 - Present
Liberty Mutual Insurance 1998 - 2005
Liberty Mutual Insurance 1992 - 1998
New England Financial 1988 - 1992
New England Financial (New England Securities) 1984 - 1988
Education
Massachusetts College of Liberal Arts
Bachelor of Business Administration (BBA), Business Administration and Management, General
Bethany Vayda Bethany Vayda's New England Financial Experience 2002 - 2005
Job Senior Research Analyst at FactSet Research Systems
Industry Computer Software
Experience
FactSet Research Systems January 2009 - Present
Linda Strumpf Attorney at Law 2005 - 2009
New England Financial 2002 - 2005
Skills
Database Design, Data Analysis, Databases, Data Mining, Analytics, Microsoft SQL Server, Lexis Nexus, Financial Services, Creative Writing
Education
University of Connecticut-Stamford 2014 — 2016
Southern Connecticut State University 2009 — 2011
Bachelor of Business Administration (B.B.A.)
Norwalk Community College 2007 — 2009
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies
FactSet Research Systems January 2009 - Present
Linda Strumpf Attorney at Law 2005 - 2009
New England Financial 2002 - 2005
Skills
Database Design, Data Analysis, Databases, Data Mining, Analytics, Microsoft SQL Server, Lexis Nexus, Financial Services, Creative Writing
Education
University of Connecticut-Stamford 2014 — 2016
Southern Connecticut State University 2009 — 2011
Bachelor of Business Administration (B.B.A.)
Norwalk Community College 2007 — 2009
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies
Ted Loughry Ted Loughry's New England Financial Experience August 1999 - November 2005
Job Lead Guitarist at The King Stan Band
Industry Entertainment
Experience
The King Stan Band February 2010 - Present
Self January 2010 - Present
Denver Public Schools August 2011 - August 2012
Allstate Financial Services May 2009 - December 2010
Allstate Financial Services December 2005 - May 2009
New England Financial August 1999 - November 2005
Western Murray December 1996 - July 1999
International Wine and Sprits August 1990 - November 1997
Skills
Lead Guitar, CompTIA A+ Certification, CompTIA Network+, Marketing
Education
Metropolitan State University of Denver 1990 — 1997
Bachelors, History
Musicians Institute 1988 — 1989
The King Stan Band February 2010 - Present
Self January 2010 - Present
Denver Public Schools August 2011 - August 2012
Allstate Financial Services May 2009 - December 2010
Allstate Financial Services December 2005 - May 2009
New England Financial August 1999 - November 2005
Western Murray December 1996 - July 1999
International Wine and Sprits August 1990 - November 1997
Skills
Lead Guitar, CompTIA A+ Certification, CompTIA Network+, Marketing
Education
Metropolitan State University of Denver 1990 — 1997
Bachelors, History
Musicians Institute 1988 — 1989
Nick Barna's New England Financial Experience August 2010 - July 2011
Job Sector Director Technology & Media at Brandwatch
Industry Computer Software
Experience
Brandwatch June 2014 - Present
Brandwatch January 2014 - June 2014
Topsy June 2013 - December 2013
Allstate November 2012 - June 2013
Genius.com, Inc July 2011 - November 2012
New England Financial August 2010 - July 2011
Skills
CRM, Analytics, Management, Sales, New Business Development, Social Media, PPC, Customer Retention, Social Media Measurement, Salesforce.com, Security, SaaS, Lead Generation, Account Management, Email Marketing
Education
Notre Dame de Namur University
Bachelor of Sciences, Psychology
Brandwatch June 2014 - Present
Brandwatch January 2014 - June 2014
Topsy June 2013 - December 2013
Allstate November 2012 - June 2013
Genius.com, Inc July 2011 - November 2012
New England Financial August 2010 - July 2011
Skills
CRM, Analytics, Management, Sales, New Business Development, Social Media, PPC, Customer Retention, Social Media Measurement, Salesforce.com, Security, SaaS, Lead Generation, Account Management, Email Marketing
Education
Notre Dame de Namur University
Bachelor of Sciences, Psychology
Christopher Benczkowski Christopher Benczkowski's New England Financial Experience April 2001 - July 2002
Job Fighting Cancer
Industry Financial Services
Experience
American Cancer Society August 2011 - Present
Estate Information Services February 2007 - August 2011
Chase/Huntington August 2001 - February 2007
New England Financial April 2001 - July 2002
Skills
Business Networking, Relationship Development, Closing Deals, Deal Closure, Building Relationships, Sales, Public Speaking, Strategic Financial..., Real Estate, Customer Service, Fundraising, Volunteer Management, Leadership
Education
Michigan State University 1996 — 2001
FIM, Business
American Cancer Society August 2011 - Present
Estate Information Services February 2007 - August 2011
Chase/Huntington August 2001 - February 2007
New England Financial April 2001 - July 2002
Skills
Business Networking, Relationship Development, Closing Deals, Deal Closure, Building Relationships, Sales, Public Speaking, Strategic Financial..., Real Estate, Customer Service, Fundraising, Volunteer Management, Leadership
Education
Michigan State University 1996 — 2001
FIM, Business
Maureen Snyder, MBA Maureen Snyder, MBA's New England Financial Experience August 2006 - September 2009
Job Sr. Compliance Officer at M&T Bank
Industry Banking
Experience
M&T Bank April 2014 - Present
First Niagara Bank June 2012 - April 2014
RIT Saunders College of Business Capstone Consultancy December 2012 - May 2013
AP Architects August 2009 - August 2012
Ingold Law January 2010 - December 2010
New England Financial August 2006 - September 2009
Axa Advisors, LLC August 2002 - August 2006
Scott Parsons and Assoc., Inc April 2001 - March 2002
Wells Fargo Home Mortgage, Inc September 1997 - April 2001
Skills
Strategic Financial..., Insurance, Financial Analysis, Analysis, Budgets, Business Development, Executive Management, Finance, Financial Reporting, Financial Services, Investments, Portfolio Management, Program Management, Risk Management, Strategic Planning, Banking, Employee Benefits, Forecasting, Leadership
Education
RIT Saunders College of Business 2012 — 2013
Executive MBA, Business Administration and Management
Tampa College
A.S, Paralegal Sciences
Niagara University 1985 — 1989
Bachelor of Arts (BA), English/Communications
Franklinville Central
M&T Bank April 2014 - Present
First Niagara Bank June 2012 - April 2014
RIT Saunders College of Business Capstone Consultancy December 2012 - May 2013
AP Architects August 2009 - August 2012
Ingold Law January 2010 - December 2010
New England Financial August 2006 - September 2009
Axa Advisors, LLC August 2002 - August 2006
Scott Parsons and Assoc., Inc April 2001 - March 2002
Wells Fargo Home Mortgage, Inc September 1997 - April 2001
Skills
Strategic Financial..., Insurance, Financial Analysis, Analysis, Budgets, Business Development, Executive Management, Finance, Financial Reporting, Financial Services, Investments, Portfolio Management, Program Management, Risk Management, Strategic Planning, Banking, Employee Benefits, Forecasting, Leadership
Education
RIT Saunders College of Business 2012 — 2013
Executive MBA, Business Administration and Management
Tampa College
A.S, Paralegal Sciences
Niagara University 1985 — 1989
Bachelor of Arts (BA), English/Communications
Franklinville Central
Shane Wade, CMFC Shane Wade, CMFC's New England Financial Experience November 2009 - August 2010
Job National Sales Desk Director
Industry Financial Services
Experience
Investment Firm in Denver 2010 - Present
New England Financial November 2009 - August 2010
W&R April 2007 - November 2009
Skills
Finance, Retirement Planning, Mutual Funds, Investments, Management, Insurance, Customer Service, Series 63, Leadership, Wealth Management
Education
Missouri State University
B.S., Marketing
Investment Firm in Denver 2010 - Present
New England Financial November 2009 - August 2010
W&R April 2007 - November 2009
Skills
Finance, Retirement Planning, Mutual Funds, Investments, Management, Insurance, Customer Service, Series 63, Leadership, Wealth Management
Education
Missouri State University
B.S., Marketing
Felipe Fisher Felipe Fisher's New England Financial Experience June 2007 - August 2007
Job Editor at HUB International Midwest Limited
Industry Writing and Editing
Experience
HUB International Midwest Limited November 2014 - Present
Laurus Strategies October 2010 - Present
Phoenix Newspaper August 2009 - May 2010
National Student News Service June 2008 - August 2008
New England Financial June 2007 - August 2007
Skills
Technical Writing, Proofreading, Copy Editing, Editorial, Blogging, Strategic Communications, Social Media, Human Resources, Employee Benefits, International Relations, Research, News Writing, Feature Articles, Newsletters
Education
Loyola University of Chicago 2006 — 2010
B.A., Journalism and Spanish (Minor: Political Science), Magna Cum Laude
HUB International Midwest Limited November 2014 - Present
Laurus Strategies October 2010 - Present
Phoenix Newspaper August 2009 - May 2010
National Student News Service June 2008 - August 2008
New England Financial June 2007 - August 2007
Skills
Technical Writing, Proofreading, Copy Editing, Editorial, Blogging, Strategic Communications, Social Media, Human Resources, Employee Benefits, International Relations, Research, News Writing, Feature Articles, Newsletters
Education
Loyola University of Chicago 2006 — 2010
B.A., Journalism and Spanish (Minor: Political Science), Magna Cum Laude
Alan Kirby's New England Financial Experience 1988 - 1992
Job at M.A Weatherbie & Co. inc.
Industry Investment Management
Experience
Weatherbie Capital, LLC June 2010 - Present
LightKeeper Investments, LP June 2007 - June 2010
RiverSource 2005 - 2007
Fidelity Investments 1997 - 2005
MetLife Corporate Accounts 1993 - 1997
New England Financial 1988 - 1992
Boston Marketing Services Group 1985 - 1987
The Gillette Company 1982 - 1984
Skills
Alternative Investments
Education
Boston University School of Management 2003 — 2005
Master of Science (MS), Investment Management
Massachusetts College of Art
BA, Marketing and Design
Weatherbie Capital, LLC June 2010 - Present
LightKeeper Investments, LP June 2007 - June 2010
RiverSource 2005 - 2007
Fidelity Investments 1997 - 2005
MetLife Corporate Accounts 1993 - 1997
New England Financial 1988 - 1992
Boston Marketing Services Group 1985 - 1987
The Gillette Company 1982 - 1984
Skills
Alternative Investments
Education
Boston University School of Management 2003 — 2005
Master of Science (MS), Investment Management
Massachusetts College of Art
BA, Marketing and Design
Carl Zangerl's New England Financial Experience July 1982 - January 2002
Job Communications Educator
Industry Public Relations and Communications
Experience
Northeastern University September 2005 - Present
New England Financial/MetLife January 2002 - January 2005
New England Financial July 1982 - January 2002
Skills
Strategic Communications, Management, Communication Training, Social Media, Workshop Facilitation, Speech Writing, Employee Training, Internal Communications, Event Management, Advertising, Higher Education, Corporate Communications, Teaching, Web Design, Organizational..., Brand Management, Marketing Communications, Media Relations, Press Releases, Strategic Planning, Newsletters
Education
New York University 1976 — 1977
MPA
University of Illinois at Urbana-Champaign 1970 — 1974
PhD
University of Michigan
MA
Northeastern University September 2005 - Present
New England Financial/MetLife January 2002 - January 2005
New England Financial July 1982 - January 2002
Skills
Strategic Communications, Management, Communication Training, Social Media, Workshop Facilitation, Speech Writing, Employee Training, Internal Communications, Event Management, Advertising, Higher Education, Corporate Communications, Teaching, Web Design, Organizational..., Brand Management, Marketing Communications, Media Relations, Press Releases, Strategic Planning, Newsletters
Education
New York University 1976 — 1977
MPA
University of Illinois at Urbana-Champaign 1970 — 1974
PhD
University of Michigan
MA
David A. (Dave) Tillotson's New England Financial Experience March 1999 - October 2003
Job 29 year financial services industry veteran now relocated to Boston,seeking exciting opportunities
Industry Financial Services
Experience
Innovative Financial Advisors May 2009 - Present
Innovative Financial Group, LLC - Financial Planning Specialists January 2000 - Present
NJSIAA-Capital Track Association February 2011 - December 2014
New England Financial March 1999 - October 2003
Prudential Financial October 1987 - December 1998
Jack LaLanne/Bally's Health Clubs March 1979 - June 1987
Skills
Employee Benefits, Financial Planning, Investments, Insurance, Estate Planning, Retirement, Retirement Planning, Long Term Care, Annuities, Disability Insurance, Investment Advisory, Mutual Funds, Asset Allocation, Strategic Financial..., Fixed Annuities, Financial Planners, Financial Advisory, Financial Services, Wealth Management, 401k, Equities, Investment Strategies, Small Business, Asset Management, Wealth, Securities, Portfolio Management, Investment Management, Pensions, IRAs, Wealth Management..., Personal Finance, SEP IRA, Roth IRA, Long-term Care, Life Insurance, Series 7, Series 63, Long Term Care Insurance, FINRA
Education
The American University 1987 — 1991
Registered Investment Advisor, Comprehensive Financial, Estate, Retirement, & Educational Planning
Middlesex County College 1974 — 1976
Associates, Business Mgmt. & Marketing
South Plainfield High School 1970 — 1974
diploma, The usual courses
Innovative Financial Advisors May 2009 - Present
Innovative Financial Group, LLC - Financial Planning Specialists January 2000 - Present
NJSIAA-Capital Track Association February 2011 - December 2014
New England Financial March 1999 - October 2003
Prudential Financial October 1987 - December 1998
Jack LaLanne/Bally's Health Clubs March 1979 - June 1987
Skills
Employee Benefits, Financial Planning, Investments, Insurance, Estate Planning, Retirement, Retirement Planning, Long Term Care, Annuities, Disability Insurance, Investment Advisory, Mutual Funds, Asset Allocation, Strategic Financial..., Fixed Annuities, Financial Planners, Financial Advisory, Financial Services, Wealth Management, 401k, Equities, Investment Strategies, Small Business, Asset Management, Wealth, Securities, Portfolio Management, Investment Management, Pensions, IRAs, Wealth Management..., Personal Finance, SEP IRA, Roth IRA, Long-term Care, Life Insurance, Series 7, Series 63, Long Term Care Insurance, FINRA
Education
The American University 1987 — 1991
Registered Investment Advisor, Comprehensive Financial, Estate, Retirement, & Educational Planning
Middlesex County College 1974 — 1976
Associates, Business Mgmt. & Marketing
South Plainfield High School 1970 — 1974
diploma, The usual courses
Keith Preston's New England Financial Experience January 2006 - October 2009
Job Managing Partner Preston & Virga Insurance Agency LLC
Industry Insurance
Experience
Preston & Virga Insurance Agency LLC October 2005 - Present
New England Financial January 2006 - October 2009
Prudential Financial October 1990 - October 2005
Skills
Retirement Planning, Life Insurance, Property & Casualty..., Risk Management, Insurance, Asset Management, Financial Services
Education
Pace University 1988 — 1990
Bachelor of Business Administration (BBA), Finance
Mercy College 1986 — 1988
Preston & Virga Insurance Agency LLC October 2005 - Present
New England Financial January 2006 - October 2009
Prudential Financial October 1990 - October 2005
Skills
Retirement Planning, Life Insurance, Property & Casualty..., Risk Management, Insurance, Asset Management, Financial Services
Education
Pace University 1988 — 1990
Bachelor of Business Administration (BBA), Finance
Mercy College 1986 — 1988
Maritess Magtanong Maritess Magtanong's New England Financial Experience May 2010 - June 2011
Job Assoc Tech Support Analyst
Industry Internet
Experience
Visa April 2014 - Present
Bank of Hawaii February 2013 - March 2014
Bank of Hawaii June 2011 - February 2013
New England Financial May 2010 - June 2011
Mills College Office of Undergraduate Admission January 2011 - May 2011
Mills College September 2010 - March 2011
Bank of America/Merrill Lynch Wealth Management May 2010 - August 2010
MetLife/New England Financial January 2010 - May 2010
First Insurance Company of Hawaii June 2009 - September 2009
Mills College Center January 2009 - May 2009
Skills
Access, Excel, Photoshop, VBA, 10 Key, Mutual Funds, Reconciliation, Accounting, Bloomberg, Trust Services, Microsoft Office, Economics, Eviews, Process Improvement, Databases, Project Management, Visio, MS Project, Microsoft Excel, Financial Analysis, Leadership, Public Speaking
Education
Mills College 2007 — 2011
BA
University of Hawaii at Manoa 2010 — 2010
Queen Mary, U. of London 2009 — 2009
Visa April 2014 - Present
Bank of Hawaii February 2013 - March 2014
Bank of Hawaii June 2011 - February 2013
New England Financial May 2010 - June 2011
Mills College Office of Undergraduate Admission January 2011 - May 2011
Mills College September 2010 - March 2011
Bank of America/Merrill Lynch Wealth Management May 2010 - August 2010
MetLife/New England Financial January 2010 - May 2010
First Insurance Company of Hawaii June 2009 - September 2009
Mills College Center January 2009 - May 2009
Skills
Access, Excel, Photoshop, VBA, 10 Key, Mutual Funds, Reconciliation, Accounting, Bloomberg, Trust Services, Microsoft Office, Economics, Eviews, Process Improvement, Databases, Project Management, Visio, MS Project, Microsoft Excel, Financial Analysis, Leadership, Public Speaking
Education
Mills College 2007 — 2011
BA
University of Hawaii at Manoa 2010 — 2010
Queen Mary, U. of London 2009 — 2009
Robin Blatt-Eisengart Robin Blatt-Eisengart's New England Financial Experience January 2003 - June 2003
Job Financial Analyst/Program Manager MassDOT Real Estate
Industry Real Estate
Experience
MassDOT May 2010 - Present
United South End Settlements January 2010 - May 2010
WinnCompanies August 2006 - October 2009
Brown Brothers Harriman December 2005 - August 2006
Investors Bank & Trust November 2004 - December 2005
New England Financial January 2003 - June 2003
Ernst & Young February 2000 - July 2000
Skills
Financial Analysis, Analysis, Real Estate, Policy Analysis, Budgets, Project Management, Asset Management, Budgeting, Problem Resolution, Due Diligence, Investments, Business Relations, Real Estate Development, Real Estate Transactions, Real Estate Negotiation, Policy, Forecasting, Financial Reporting, PowerPoint, Negotiation, Portfolio Management, Financial Modeling, Accounting, Research, Contract Negotiation, Process Improvement, Corporate Finance, Problem Solving, Management, Public Policy, Sustainability, Finance, Economic Development, Strategic Planning, Real Estate Project..., Corporate Real Estate, real estate finance, public-private..., Public & Private Sectors, Strategic Partnerships, Real Estate Economics
Education
Northeastern University 2009 — 2012
Master's Degree, Urban and Regional Policy
Northeastern University 1999 — 2004
Bachelor's Degree, Finance/International Business
MassDOT May 2010 - Present
United South End Settlements January 2010 - May 2010
WinnCompanies August 2006 - October 2009
Brown Brothers Harriman December 2005 - August 2006
Investors Bank & Trust November 2004 - December 2005
New England Financial January 2003 - June 2003
Ernst & Young February 2000 - July 2000
Skills
Financial Analysis, Analysis, Real Estate, Policy Analysis, Budgets, Project Management, Asset Management, Budgeting, Problem Resolution, Due Diligence, Investments, Business Relations, Real Estate Development, Real Estate Transactions, Real Estate Negotiation, Policy, Forecasting, Financial Reporting, PowerPoint, Negotiation, Portfolio Management, Financial Modeling, Accounting, Research, Contract Negotiation, Process Improvement, Corporate Finance, Problem Solving, Management, Public Policy, Sustainability, Finance, Economic Development, Strategic Planning, Real Estate Project..., Corporate Real Estate, real estate finance, public-private..., Public & Private Sectors, Strategic Partnerships, Real Estate Economics
Education
Northeastern University 2009 — 2012
Master's Degree, Urban and Regional Policy
Northeastern University 1999 — 2004
Bachelor's Degree, Finance/International Business
Jessica Gerdes Jessica Gerdes's New England Financial Experience September 2006 - July 2011
Job Lead Consultant with TIAA CREF
Industry Consumer Services
Experience
TIAA-CREF July 2011 - Present
New England Financial September 2006 - July 2011
Achievement Dynamics 2011 - 2011
Achievement Dynamics 2011 - 2011
various concert venues 2010 - 2011
Skills
Investments, Strategic Financial..., Series 7, Marketing, Sales, Finance
Education
Nebraska Wesleyan University 2000 — 2004
Bachelor of Arts, Economics
TIAA-CREF July 2011 - Present
New England Financial September 2006 - July 2011
Achievement Dynamics 2011 - 2011
Achievement Dynamics 2011 - 2011
various concert venues 2010 - 2011
Skills
Investments, Strategic Financial..., Series 7, Marketing, Sales, Finance
Education
Nebraska Wesleyan University 2000 — 2004
Bachelor of Arts, Economics
Norman Jones Norman Jones's New England Financial Experience April 1998 - September 1999
Job Associate Director, Financial Planning &Analysis at Bristol Myers Squibb
Industry Pharmaceuticals
Experience
Bristol Myers Squibb April 2005 - Present
Merck August 2001 - April 2005
New England Financial April 1998 - September 1999
Harvard University January 1995 - April 1998
Skills
Financial Modeling, Valuation, Pharmaceutical Industry, Strategy, Corporate Finance, Biotechnology, Process Improvement, Business Strategy, Financial Accounting, Auditing, Budgets, Financial Analysis, Accounting, Forecasting, Analysis, Finance, Strategic Financial..., Internal Controls, Variance Analysis, Business Development
Education
Massachusetts Institute of Technology - Sloan School of Management 1999 — 2001
MBA, Finance
Northeastern University 1994 — 1996
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance, Summa cum Laude
Massachusetts Institute of Technology - Sloan School of Management
Bristol Myers Squibb April 2005 - Present
Merck August 2001 - April 2005
New England Financial April 1998 - September 1999
Harvard University January 1995 - April 1998
Skills
Financial Modeling, Valuation, Pharmaceutical Industry, Strategy, Corporate Finance, Biotechnology, Process Improvement, Business Strategy, Financial Accounting, Auditing, Budgets, Financial Analysis, Accounting, Forecasting, Analysis, Finance, Strategic Financial..., Internal Controls, Variance Analysis, Business Development
Education
Massachusetts Institute of Technology - Sloan School of Management 1999 — 2001
MBA, Finance
Northeastern University 1994 — 1996
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance, Summa cum Laude
Massachusetts Institute of Technology - Sloan School of Management
John Rasak's New England Financial Experience March 2004 - November 2010
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company December 2010 - Present
New York Life Insurance Company December 2010 - Present
NYLIFE Securities LLC (member FINRA/SIPC) A Licensed Insurance Agency December 2010 - Present
New England Financial March 2004 - November 2010
GreenPath Debt Solutions November 1999 - June 2001
CMS Energy 1997 - 2000
Skills
Retirement Planning, Fixed Annuities, Estate Planning, Disability Insurance, Strategic Planning, Wealth Accumulation, Finance, Retirement, Securities, Insurance, Small Business, New Business Development, Investments, Long Term Care Insurance, Team Building, Wealth Transfer...
Education
Madonna University 1985 — 1990
BS, Business
Farmington High School
New York Life Insurance Company December 2010 - Present
New York Life Insurance Company December 2010 - Present
NYLIFE Securities LLC (member FINRA/SIPC) A Licensed Insurance Agency December 2010 - Present
New England Financial March 2004 - November 2010
GreenPath Debt Solutions November 1999 - June 2001
CMS Energy 1997 - 2000
Skills
Retirement Planning, Fixed Annuities, Estate Planning, Disability Insurance, Strategic Planning, Wealth Accumulation, Finance, Retirement, Securities, Insurance, Small Business, New Business Development, Investments, Long Term Care Insurance, Team Building, Wealth Transfer...
Education
Madonna University 1985 — 1990
BS, Business
Farmington High School
Renee Bivens's New England Financial Experience 2010 - December 2011
Job Ancillary Specialist Action Benefits
Industry Insurance
Experience
Action Benefits January 2012 - Present
New England Financial 2010 - December 2011
American Community Mutual Insurance 2005 - 2010
National City Insurance Group 2002 - 2005
Huttenlocker group 2002 - 2005
Healthfirst Third Party Administrator 2001 - 2002
Healthfirst Third Party Administrator 2001 - 2002
Brookshire Grocery Company 1997 - 2001
Skills
Employee Benefits, Health Insurance, Insurance, Customer Service, Benefits Administration, Medicare, Outlook, Managed Care, Claim, HIPAA, Healthcare, Management, Process Improvement, Microsoft Excel
Education
National University 1983 — 1987
BBA, Business Administration
Action Benefits January 2012 - Present
New England Financial 2010 - December 2011
American Community Mutual Insurance 2005 - 2010
National City Insurance Group 2002 - 2005
Huttenlocker group 2002 - 2005
Healthfirst Third Party Administrator 2001 - 2002
Healthfirst Third Party Administrator 2001 - 2002
Brookshire Grocery Company 1997 - 2001
Skills
Employee Benefits, Health Insurance, Insurance, Customer Service, Benefits Administration, Medicare, Outlook, Managed Care, Claim, HIPAA, Healthcare, Management, Process Improvement, Microsoft Excel
Education
National University 1983 — 1987
BBA, Business Administration
Philip Winkler Philip Winkler's New England Financial Experience August 2000 - January 2010
Job Primary Financial Company LLC, Insurance Brokerage Manager, Financial Representative
Industry Insurance
Experience
Primary Financial Financial RepresentativePrimary FinancialFebruary 2013 - Present
LPL Finanical January 2010 - January 2013
New England Financial August 2000 - January 2010
Skills
Life Insurance, IRAs, Long Term Care Insurance, Key Person Insurance, Sales, Sales Management, Leadership, Analysis, Risk Management, Retirement Planning, Defined Benefit, Group Health Insurance, 401k
Education
New Jersey City University 1994 — 1998
Bachelor's Degree, Criminal Justice/Police Science
Primary Financial Financial RepresentativePrimary FinancialFebruary 2013 - Present
LPL Finanical January 2010 - January 2013
New England Financial August 2000 - January 2010
Skills
Life Insurance, IRAs, Long Term Care Insurance, Key Person Insurance, Sales, Sales Management, Leadership, Analysis, Risk Management, Retirement Planning, Defined Benefit, Group Health Insurance, 401k
Education
New Jersey City University 1994 — 1998
Bachelor's Degree, Criminal Justice/Police Science
Clint Burnette Clint Burnette's New England Financial Experience 1999 - 2001
Job AVP / Institutional Investment Management Specialist at UMB Bank
Industry Banking
Experience
UMB Bank January 2015 - Present
UMB Bank October 2012 - Present
Denver Health September 2009 - August 2012
Aurora Loan Services 2007 - 2008
Castle Rock Mortgage 2005 - 2007
Countrywide Home Loans 2001 - 2005
Wells Fargo Home Mortgage 2003 - 2004
New England Financial 1999 - 2001
Skills
Real Estate, Mortgage Banking, Residential Mortgages, Consumer Lending, Leadership, CRM, Strategy, Credit, Sales, Home Equity Loans, Lines Of Credit, Financial Analysis, Finance, Budgets, Banking, Loan Origination, Second Mortgages, Litigation, Small Business, Business Planning, Mortgage Servicing, Loans, Budget Process, Business Development, Legal Research, Legal Documents, Contract Management, Compliance, Consumer Products, Small Business Banking, Commercial Lending, Commercial Banking, Investments, Mortgage Lending, Financial Services
Education
Metropolitan State College of Denver
Bachelor of Arts, Political Science
United States Army School of Finance
Certificate, Finance and Financial Management Services
University of Kansas
Political Science and Government
UMB Bank January 2015 - Present
UMB Bank October 2012 - Present
Denver Health September 2009 - August 2012
Aurora Loan Services 2007 - 2008
Castle Rock Mortgage 2005 - 2007
Countrywide Home Loans 2001 - 2005
Wells Fargo Home Mortgage 2003 - 2004
New England Financial 1999 - 2001
Skills
Real Estate, Mortgage Banking, Residential Mortgages, Consumer Lending, Leadership, CRM, Strategy, Credit, Sales, Home Equity Loans, Lines Of Credit, Financial Analysis, Finance, Budgets, Banking, Loan Origination, Second Mortgages, Litigation, Small Business, Business Planning, Mortgage Servicing, Loans, Budget Process, Business Development, Legal Research, Legal Documents, Contract Management, Compliance, Consumer Products, Small Business Banking, Commercial Lending, Commercial Banking, Investments, Mortgage Lending, Financial Services
Education
Metropolitan State College of Denver
Bachelor of Arts, Political Science
United States Army School of Finance
Certificate, Finance and Financial Management Services
University of Kansas
Political Science and Government
Richard DiBona's New England Financial Experience June 1999 - October 1999
Job Front end developer and software consultant
Industry Internet
Experience
Rich Internet Consulting July 2007 - Present
Flimp Media February 2006 - Present
Wayfair November 2010 - February 2013
TJX October 1999 - July 2007
ProfitLogic July 1999 - December 1999
New England Financial June 1999 - October 1999
MassMutual November 1998 - May 1999
Raytel Medical Corporation July 1998 - October 1998
Ibase Consulting November 1997 - October 1998
Aetna February 1998 - July 1998
Skills
Computer Proficiency, Web Development, Meteor, Node.js, Express, JavaScript, Vagrant, Docker, Gulp, Underscore JS, SQL, jQuery, AJAX, CSS, SEO, HTML, PHP, Software Development, MySQL, XML, SaaS, Analytics, Google Analytics, Redis, Amazon Web Services..., React.js, Git, Tortoise SVN, Knockout.js, MongoDB, Web Applications, E-commerce
Education
Marist College
B.S., Computer Science
Morgan High School, Clinton, CT
Rich Internet Consulting July 2007 - Present
Flimp Media February 2006 - Present
Wayfair November 2010 - February 2013
TJX October 1999 - July 2007
ProfitLogic July 1999 - December 1999
New England Financial June 1999 - October 1999
MassMutual November 1998 - May 1999
Raytel Medical Corporation July 1998 - October 1998
Ibase Consulting November 1997 - October 1998
Aetna February 1998 - July 1998
Skills
Computer Proficiency, Web Development, Meteor, Node.js, Express, JavaScript, Vagrant, Docker, Gulp, Underscore JS, SQL, jQuery, AJAX, CSS, SEO, HTML, PHP, Software Development, MySQL, XML, SaaS, Analytics, Google Analytics, Redis, Amazon Web Services..., React.js, Git, Tortoise SVN, Knockout.js, MongoDB, Web Applications, E-commerce
Education
Marist College
B.S., Computer Science
Morgan High School, Clinton, CT
Mike Cullinane's New England Financial Experience 2001 - 2003
Job Director of Account Services at Extended Stay America
Industry Hospitality
Experience
Extended Stay America May 2015 - Present
Extended Stay America October 2014 - May 2015
Knight Communications April 2003 - October 2014
New England Financial 2001 - 2003
Sherwin Williams 1994 - 2001
Skills
New Business Development, Public Relations, Budgeting, Team Building, Customer Relations, RFP preparation, Marketing Strategy, Advertising, Business Strategy, Proposal Writing, Closing Business, Training, Hiring Practices, Interviewing Skills, Campaign Plans, Interactive Advertising, Social Media, Team Leadership, Consultative Selling..., Customer Service, Sales, Budgets, Marketing, Program Management, RFP, Management, Leadership, Online Advertising, Account Management, Lead Generation, Email Marketing, B2B, Online Marketing, Cold Calling, Salesforce.com, Sales Process, Direct Sales, Strategic Partnerships, Direct Marketing, Trade Shows, Sales Presentations, Integrated Marketing, Social Media Marketing, CRM, Advertising Sales, Marketing Communications, Mobile Marketing, Digital Marketing, Media Planning, Interactive Marketing
Education
Montclair State University 1990 — 1993
73 Ehrs
Hackettstown High School 1984 — 1988
College Prep High School Diploma
Extended Stay America May 2015 - Present
Extended Stay America October 2014 - May 2015
Knight Communications April 2003 - October 2014
New England Financial 2001 - 2003
Sherwin Williams 1994 - 2001
Skills
New Business Development, Public Relations, Budgeting, Team Building, Customer Relations, RFP preparation, Marketing Strategy, Advertising, Business Strategy, Proposal Writing, Closing Business, Training, Hiring Practices, Interviewing Skills, Campaign Plans, Interactive Advertising, Social Media, Team Leadership, Consultative Selling..., Customer Service, Sales, Budgets, Marketing, Program Management, RFP, Management, Leadership, Online Advertising, Account Management, Lead Generation, Email Marketing, B2B, Online Marketing, Cold Calling, Salesforce.com, Sales Process, Direct Sales, Strategic Partnerships, Direct Marketing, Trade Shows, Sales Presentations, Integrated Marketing, Social Media Marketing, CRM, Advertising Sales, Marketing Communications, Mobile Marketing, Digital Marketing, Media Planning, Interactive Marketing
Education
Montclair State University 1990 — 1993
73 Ehrs
Hackettstown High School 1984 — 1988
College Prep High School Diploma
Chelsea Payne Chelsea Payne's New England Financial Experience April 2012 - April 2013
Job Customer Relations Manager at The AroundCampus Group
Industry Marketing and Advertising
Experience
The AroundCampus Group March 2015 - Present
EnviCor Enterprises LLC June 2014 - February 2015
University Directories May 2013 - August 2013
New England Financial April 2012 - April 2013
Cary Family YMCA, Cary, NC May 2008 - August 2011
Skills
Customer Service, Management, Marketing, PowerPoint, Sales, Spanish, Microsoft Word, Social Media, Microsoft Office, Microsoft Excel, Public Speaking, Teamwork, Social Networking
Education
North Carolina State University 2010 — 2014
BS; BA, Business Administration; Marketing and International Studies; International Relations
The AroundCampus Group March 2015 - Present
EnviCor Enterprises LLC June 2014 - February 2015
University Directories May 2013 - August 2013
New England Financial April 2012 - April 2013
Cary Family YMCA, Cary, NC May 2008 - August 2011
Skills
Customer Service, Management, Marketing, PowerPoint, Sales, Spanish, Microsoft Word, Social Media, Microsoft Office, Microsoft Excel, Public Speaking, Teamwork, Social Networking
Education
North Carolina State University 2010 — 2014
BS; BA, Business Administration; Marketing and International Studies; International Relations
Luke Tanner's New England Financial Experience January 2012 - October 2013
Job Assistant Client Service Specialist at Willis
Industry Insurance
Experience
New England Financial January 2012 - October 2013
Rick Dees Entertainment May 2011 - August 2011
Skills
Facebook, Public Relations, Editing, Public Speaking, Entertainment, Radio, Marketing, Team Leadership, Social Media, Social Media Marketing, PowerPoint, Microsoft Office, Social Networking, Microsoft Excel, Event Planning, Marketing Communications, Microsoft Word, Blogging, Photoshop, Press Releases
Education
University of Southern California 2007 — 2011
Bachelor's degree, Communication, General
University of Southern California 2007 — 2011
Bachelor's degree, Communication, General
Annenberg School for Communication and Marshall School for Business
Bachelor of Arts, Communication
Northwestern University
New England Financial January 2012 - October 2013
Rick Dees Entertainment May 2011 - August 2011
Skills
Facebook, Public Relations, Editing, Public Speaking, Entertainment, Radio, Marketing, Team Leadership, Social Media, Social Media Marketing, PowerPoint, Microsoft Office, Social Networking, Microsoft Excel, Event Planning, Marketing Communications, Microsoft Word, Blogging, Photoshop, Press Releases
Education
University of Southern California 2007 — 2011
Bachelor's degree, Communication, General
University of Southern California 2007 — 2011
Bachelor's degree, Communication, General
Annenberg School for Communication and Marshall School for Business
Bachelor of Arts, Communication
Northwestern University
Ashley Gardner's New England Financial Experience May 2009 - August 2009
Job Business Development Coordinator at Sullivan & Cromwell LLP
Industry Law Practice
Experience
Sullivan & Cromwell LLP June 2014 - Present
Sullivan & Cromwell LLP January 2014 - May 2014
Sullivan & Cromwell LLP May 2012 - December 2013
Sullivan & Cromwell LLP May 2011 - August 2011
NYU School of Law January 2011 - May 2011
New York City Council June 2010 - December 2010
Washington Square News September 2008 - October 2009
New England Financial May 2009 - August 2009
Skills
Recruiting, Press Releases, Interviews, Event Planning, Marketing, Community Outreach, Research, Applicant Tracking..., PeopleSoft, Onboarding, Social Media Marketing, Hummingbird DM, PowerPoint, Business Development, Microsoft Office, Legal Research
Education
New York University 2008 — 2012
Bachelors, Politics, Business Studies
New York University in Paris 2010 — 2010
Wichita Collegiate School 2004 — 2008
High School Diploma
Sullivan & Cromwell LLP June 2014 - Present
Sullivan & Cromwell LLP January 2014 - May 2014
Sullivan & Cromwell LLP May 2012 - December 2013
Sullivan & Cromwell LLP May 2011 - August 2011
NYU School of Law January 2011 - May 2011
New York City Council June 2010 - December 2010
Washington Square News September 2008 - October 2009
New England Financial May 2009 - August 2009
Skills
Recruiting, Press Releases, Interviews, Event Planning, Marketing, Community Outreach, Research, Applicant Tracking..., PeopleSoft, Onboarding, Social Media Marketing, Hummingbird DM, PowerPoint, Business Development, Microsoft Office, Legal Research
Education
New York University 2008 — 2012
Bachelors, Politics, Business Studies
New York University in Paris 2010 — 2010
Wichita Collegiate School 2004 — 2008
High School Diploma
Tallie Gallant Tallie Gallant's New England Financial Experience 1999 - 2000
Job Experienced Result Driven Professional
Industry Insurance
Experience
With Your Company September 2011 - Present
BMC HealthNet Plan April 2008 - September 2011
Aviva 2005 - 2007
Aviva Life Insurance 2001 - 2005
Service Credit Union 2000 - 2001
New England Financial 1999 - 2000
Skills
Call Center, Training, Insurance, Management, Vendor Management, Business Analysis, Health Insurance, Customer Service, Leadership, Strategic Planning, Project Planning, Marketing, Sales, Analysis, Process Improvement, Call Centers
Education
Southern New Hampshire University 2001 — 2006
B.S, Business Administration / Organizational Leadership
University of New Hampshire 1996 — 1996
Marketing
Newbury College 1994 — 1996
AS, Merchandising and Design
With Your Company September 2011 - Present
BMC HealthNet Plan April 2008 - September 2011
Aviva 2005 - 2007
Aviva Life Insurance 2001 - 2005
Service Credit Union 2000 - 2001
New England Financial 1999 - 2000
Skills
Call Center, Training, Insurance, Management, Vendor Management, Business Analysis, Health Insurance, Customer Service, Leadership, Strategic Planning, Project Planning, Marketing, Sales, Analysis, Process Improvement, Call Centers
Education
Southern New Hampshire University 2001 — 2006
B.S, Business Administration / Organizational Leadership
University of New Hampshire 1996 — 1996
Marketing
Newbury College 1994 — 1996
AS, Merchandising and Design
Jamie Rauls's New England Financial Experience July 2006 - March 2009
Job Sales Representative at United Rentals
Industry Construction
Experience
United Rentals October 2010 - Present
Allegiant Wealth Management April 2009 - March 2010
New England Financial July 2006 - March 2009
Power Equipment Company November 2002 - June 2005
Hertz Equipment Rental June 1999 - October 2003
Education
Louisiana Tech University 1995 — 1999
Bachelor of Science, Environmental Sciences
United Rentals October 2010 - Present
Allegiant Wealth Management April 2009 - March 2010
New England Financial July 2006 - March 2009
Power Equipment Company November 2002 - June 2005
Hertz Equipment Rental June 1999 - October 2003
Education
Louisiana Tech University 1995 — 1999
Bachelor of Science, Environmental Sciences
Pamela Duval Pamela Duval's New England Financial Experience January 1985 - December 1986
Job Accounting/Administrative Specialist
Industry Insurance
Experience
Cranney Companies May 2008 - October 2008
MetLife (formerly New England Financial) January 1987 - March 2008
New England Financial January 1985 - December 1986
New England Financial June 1984 - December 1985
Education
Middlesex Community College
Business Administration
Northeastern University
Business Administration
Cranney Companies May 2008 - October 2008
MetLife (formerly New England Financial) January 1987 - March 2008
New England Financial January 1985 - December 1986
New England Financial June 1984 - December 1985
Education
Middlesex Community College
Business Administration
Northeastern University
Business Administration
Jim DeCenzo's New England Financial Experience September 2003 - May 2007
Job Financial Planner
Industry Financial Services
Experience
Creative Financial Partners of Michigan January 2013 - Present
Regal Financial Group May 2007 - January 2013
New England Financial September 2003 - May 2007
Sagemark Consulting January 2000 - September 2003
NASE March 1990 - January 1997
Skills
Mutual Funds, Wealth Management, Retirement Planning, Employee Benefits, Finance, Personal Finance, Retirement, Fixed Annuities, Long Term Care Insurance, Investments, IRAs, Estate Planning, Investment Advisory, Portfolio Management, Strategic Financial..., Asset Managment, Asset Allocation, 401k Rollovers, Variable Annuities
Education
Northampton Community College
Architecture
Creative Financial Partners of Michigan January 2013 - Present
Regal Financial Group May 2007 - January 2013
New England Financial September 2003 - May 2007
Sagemark Consulting January 2000 - September 2003
NASE March 1990 - January 1997
Skills
Mutual Funds, Wealth Management, Retirement Planning, Employee Benefits, Finance, Personal Finance, Retirement, Fixed Annuities, Long Term Care Insurance, Investments, IRAs, Estate Planning, Investment Advisory, Portfolio Management, Strategic Financial..., Asset Managment, Asset Allocation, 401k Rollovers, Variable Annuities
Education
Northampton Community College
Architecture
Akbar Kassam Akbar Kassam's New England Financial Experience May 2001 - May 2003
Job Financial Adviser and Partner at Proactive Wealth Strategies, LLC
Industry Financial Services
Experience
Proactive Wealth Strategies, LLC August 2007 - Present
Carnegie Wealth Strategies May 2003 - August 2007
New England Financial May 2001 - May 2003
Education
Mercer University 1997 — 2001
Bachelors, Finance
Proactive Wealth Strategies, LLC August 2007 - Present
Carnegie Wealth Strategies May 2003 - August 2007
New England Financial May 2001 - May 2003
Education
Mercer University 1997 — 2001
Bachelors, Finance
Brian O'Dowd, CFP® Brian O'Dowd, CFP®'s New England Financial Experience 2008 - 2012
Job Owner at O'Dowd Bierals Wealth Advisors LLC
Industry Financial Services
Experience
O'Dowd Bierals Wealth Advisors LLC 2012 - Present
WB Developers LLC 2000 - Present
New England Financial 2008 - 2012
LaBranche & Co. Institutional Equity Group 2002 - 2006
Jefferies & Company 2001 - 2002
Knight Trading Group 1995 - 2001
Troster Singer Corp 1994 - 1995
MDS/Bankmark 1992 - 1994
Arthur Andersen & Co. 1990 - 1992
Skills
Series 7, Series 63, Securities, Equities, Investments, Retirement Planning, Capital Markets, Series 65, Asset Management, 401k, 401k Rollovers, Asset Managment, Trading, Variable Annuities, Deferred Compensation, Non-Qualified Deferred..., Section 79 Plans, Bloomberg, Risk Management, Fixed Income, Financial Markets, Registered Investment..., Strategic Financial..., Estate Planning, Financial Analysis, Trusts, Series 24, Financial Services, Wealth Management, Investment Advisory, Mutual Funds, Captive Insurance, Retirement, Alternative Investments, Asset Allocation, Financial Planners, Financial Advisory, Investment Strategies, Fixed Annuities, IRAs, Portfolio Management, Life Insurance, Financial Planning, Finance
Education
Muhlenberg College 1986 — 1990
Bachelor of Arts (B.A.), Accounting
Morris Catholic H.S. 1982 — 1986
O'Dowd Bierals Wealth Advisors LLC 2012 - Present
WB Developers LLC 2000 - Present
New England Financial 2008 - 2012
LaBranche & Co. Institutional Equity Group 2002 - 2006
Jefferies & Company 2001 - 2002
Knight Trading Group 1995 - 2001
Troster Singer Corp 1994 - 1995
MDS/Bankmark 1992 - 1994
Arthur Andersen & Co. 1990 - 1992
Skills
Series 7, Series 63, Securities, Equities, Investments, Retirement Planning, Capital Markets, Series 65, Asset Management, 401k, 401k Rollovers, Asset Managment, Trading, Variable Annuities, Deferred Compensation, Non-Qualified Deferred..., Section 79 Plans, Bloomberg, Risk Management, Fixed Income, Financial Markets, Registered Investment..., Strategic Financial..., Estate Planning, Financial Analysis, Trusts, Series 24, Financial Services, Wealth Management, Investment Advisory, Mutual Funds, Captive Insurance, Retirement, Alternative Investments, Asset Allocation, Financial Planners, Financial Advisory, Investment Strategies, Fixed Annuities, IRAs, Portfolio Management, Life Insurance, Financial Planning, Finance
Education
Muhlenberg College 1986 — 1990
Bachelor of Arts (B.A.), Accounting
Morris Catholic H.S. 1982 — 1986
Molly Goza Molly Goza's New England Financial Experience May 2009 - August 2009
Job Office Manager at iConstruct, Inc
Industry Financial Services
Experience
iConstruct, Inc October 2011 - Present
EXPRESS June 2010 - August 2010
Outback Steakhouse June 2009 - August 2009
New England Financial May 2009 - August 2009
Skills
Customer Service, Retail, Management, Microsoft Excel, Sales, Data Entry, Access, Microsoft Word, Accounts Payable, Accounts Receivable
Education
Louisiana Tech University 2009 — 2011
Bachelor, Finance, Economics
University of Mississippi - School of Business Administration 2007 — 2009
Finance
iConstruct, Inc October 2011 - Present
EXPRESS June 2010 - August 2010
Outback Steakhouse June 2009 - August 2009
New England Financial May 2009 - August 2009
Skills
Customer Service, Retail, Management, Microsoft Excel, Sales, Data Entry, Access, Microsoft Word, Accounts Payable, Accounts Receivable
Education
Louisiana Tech University 2009 — 2011
Bachelor, Finance, Economics
University of Mississippi - School of Business Administration 2007 — 2009
Finance
Safar Tony Dadashev's New England Financial Experience January 2006 - May 2007
Job Financial Advisor, Managing Associate at Western & Southern Financial Group
Industry Financial Services
Experience
Western & Southern Financial Group April 2011 - Present
Monumental Life Insurance January 2008 - April 2011
MetLife 2007 - 2008
New England Financial January 2006 - May 2007
Skills
Financial Advisory, Insurance, Term Life Insurance, 401k Rollovers, Pension Funds, Life Insurance, Property & Casualty..., Coverages, Group Policy, Financial Services, Investments, Sales, Finance, Mutual Funds, Mortgage Lending, Small Business, Fixed Annuities
Education
Wayne State University 2001 — 2002
Business Administration courses, Business/Managerial Economics
Oakland Community College 1999 — 2001
Associate's degree, Business Administration and Management, General
University of Azerbaijan 1997 — 1999
International Relations, International Business/Trade/Commerce
Western & Southern Financial Group April 2011 - Present
Monumental Life Insurance January 2008 - April 2011
MetLife 2007 - 2008
New England Financial January 2006 - May 2007
Skills
Financial Advisory, Insurance, Term Life Insurance, 401k Rollovers, Pension Funds, Life Insurance, Property & Casualty..., Coverages, Group Policy, Financial Services, Investments, Sales, Finance, Mutual Funds, Mortgage Lending, Small Business, Fixed Annuities
Education
Wayne State University 2001 — 2002
Business Administration courses, Business/Managerial Economics
Oakland Community College 1999 — 2001
Associate's degree, Business Administration and Management, General
University of Azerbaijan 1997 — 1999
International Relations, International Business/Trade/Commerce
Cheree Burnette's New England Financial Experience February 2002 - August 2003
Job Principal Executive Officer at Clark & Burnette Wealth Management, LLC
Industry Financial Services
Experience
Clark & Burnette Wealth Management, LLC January 2012 - Present
Securian Financial Services, Inc. Member FINRA/SIPC August 2003 - December 2011
New England Financial February 2002 - August 2003
AIG SunAmerica April 1997 - February 2002
Securian Financial Services, Inc. Member FINRA/SIPC February 1984 - April 1997
Banking & Legal Professions May 1974 - February 1984
Skills
Wealth Management, Wealth Accumulation, Wealth Transfer, Wealth Preservation, Securities, Wealth, Wealth Management..., Investment Advisory, Strategic Financial..., Retirement Planning, FINRA, Series 7, Retirement, Mutual Funds, Financial Services, Fixed Annuities, Project Planning, Estate Planning, Finance, Series 63, Asset Allocation, 401k, Financial Advisory, Investments, Loans, Investment Strategies, Banking, Financial Planners, Financial Planning
Education
American College 1984 — 1986
Chartered Life Underwriter, Chartered Financial Consultant, Financial Planning; Retirement, Estate Planning; Investments & Insurance
McNeese State University 1976 — 1978
Business
Sulphur High School
Clark & Burnette Wealth Management, LLC January 2012 - Present
Securian Financial Services, Inc. Member FINRA/SIPC August 2003 - December 2011
New England Financial February 2002 - August 2003
AIG SunAmerica April 1997 - February 2002
Securian Financial Services, Inc. Member FINRA/SIPC February 1984 - April 1997
Banking & Legal Professions May 1974 - February 1984
Skills
Wealth Management, Wealth Accumulation, Wealth Transfer, Wealth Preservation, Securities, Wealth, Wealth Management..., Investment Advisory, Strategic Financial..., Retirement Planning, FINRA, Series 7, Retirement, Mutual Funds, Financial Services, Fixed Annuities, Project Planning, Estate Planning, Finance, Series 63, Asset Allocation, 401k, Financial Advisory, Investments, Loans, Investment Strategies, Banking, Financial Planners, Financial Planning
Education
American College 1984 — 1986
Chartered Life Underwriter, Chartered Financial Consultant, Financial Planning; Retirement, Estate Planning; Investments & Insurance
McNeese State University 1976 — 1978
Business
Sulphur High School
Ryan West Ryan West's New England Financial Experience May 2000 - May 2003
Job Owner, The Charity Splits Company
Industry Fund-Raising
Experience
The Charity Splits Company October 2007 - Present
Countrywide May 2003 - November 2007
New England Financial May 2000 - May 2003
JOH Options 1997 - 2000
Skills
Professional Fundraiser, Internet Raffle Law, New Business Development, Fundraising, Non-profits, Online Advertising, Charities, Direct Marketing, Sponsorship, Social Networking, Strategic Planning, Event Management, Marketing Strategy, Marketing Communications, Marketing, Public Speaking, Event Planning
Education
Northern Illinois University 1991 — 1995
BS, Marketing
The Charity Splits Company October 2007 - Present
Countrywide May 2003 - November 2007
New England Financial May 2000 - May 2003
JOH Options 1997 - 2000
Skills
Professional Fundraiser, Internet Raffle Law, New Business Development, Fundraising, Non-profits, Online Advertising, Charities, Direct Marketing, Sponsorship, Social Networking, Strategic Planning, Event Management, Marketing Strategy, Marketing Communications, Marketing, Public Speaking, Event Planning
Education
Northern Illinois University 1991 — 1995
BS, Marketing
Curtis Grace Curtis Grace's New England Financial Experience May 2012 - September 2013
Job Personal Banker at US Bank
Industry Financial Services
Experience
U.S. Bank February 2014 - Present
U.S. Bancorp November 2013 - January 2014
New England Financial May 2012 - September 2013
Northwestern Mutual September 2010 - May 2012
AirTran Airways May 2009 - July 2011
Boston Store April 2008 - January 2009
Kmart June 2007 - December 2007
Mack Law Offices July 2006 - July 2006
Skills
Strategic Financial..., Investments, Finance, Insurance, Access, Customer Service, Financial Services, Business Development, Microsoft Excel, Sales, Management, Banking, Leadership, Analysis, Credit, Financial Analysis, Process Improvement, Forecasting, Time Management
Education
Marquette University 2008 — 2012
Bachelor's of Business Admnistration, Finance
Rufus King
U.S. Bank February 2014 - Present
U.S. Bancorp November 2013 - January 2014
New England Financial May 2012 - September 2013
Northwestern Mutual September 2010 - May 2012
AirTran Airways May 2009 - July 2011
Boston Store April 2008 - January 2009
Kmart June 2007 - December 2007
Mack Law Offices July 2006 - July 2006
Skills
Strategic Financial..., Investments, Finance, Insurance, Access, Customer Service, Financial Services, Business Development, Microsoft Excel, Sales, Management, Banking, Leadership, Analysis, Credit, Financial Analysis, Process Improvement, Forecasting, Time Management
Education
Marquette University 2008 — 2012
Bachelor's of Business Admnistration, Finance
Rufus King
Stephanie Stuchin Stephanie Stuchin's New England Financial Experience 2004 - 2005
Job Freelance Marketing Consultant
Industry Marketing and Advertising
Experience
Freelance September 2014 - Present
KCSA Strategic Communications December 2012 - August 2014
theCOMMSapp December 2012 - August 2014
Epoch Investment Partners July 2010 - December 2012
Street Project 2008 - 2011
Capital Guardian Trust Company 2008 - June 2010
Capital Guardian Trust Company 2007 - 2008
Chapin Hill Advisors Inc. 2006 - 2007
Chapin Hill Advisors 2005 - 2006
New England Financial 2004 - 2005
Skills
Marketing, Project Management, Integrated Marketing, Marketing Strategy, Marketing Communications, Web Marketing Strategy, Management, New Business Development, Digital Marketing, Market Research, Leadership, Project Planning, Competitive Analysis, Social Media Marketing, Social Media, Strategy, Sales, Digital Strategy, Email Marketing
Education
New York University 2012 — 2013
MS, Integrated Marketing
Lehigh University - College of Business and Economics 2000 — 2004
BS, Finance
Freelance September 2014 - Present
KCSA Strategic Communications December 2012 - August 2014
theCOMMSapp December 2012 - August 2014
Epoch Investment Partners July 2010 - December 2012
Street Project 2008 - 2011
Capital Guardian Trust Company 2008 - June 2010
Capital Guardian Trust Company 2007 - 2008
Chapin Hill Advisors Inc. 2006 - 2007
Chapin Hill Advisors 2005 - 2006
New England Financial 2004 - 2005
Skills
Marketing, Project Management, Integrated Marketing, Marketing Strategy, Marketing Communications, Web Marketing Strategy, Management, New Business Development, Digital Marketing, Market Research, Leadership, Project Planning, Competitive Analysis, Social Media Marketing, Social Media, Strategy, Sales, Digital Strategy, Email Marketing
Education
New York University 2012 — 2013
MS, Integrated Marketing
Lehigh University - College of Business and Economics 2000 — 2004
BS, Finance
Paul Harney Paul Harney's New England Financial Experience July 2005 - January 2007
Job Financial Advisor at Investment Centre at Eastern Bank
Industry Financial Services
Experience
Diocese of Fall River October 2013 - Present
Investment Centre at Eastern Bank October 2014 - Present
Paul Harney LLC Wealth Management January 2007 - October 2014
New England Financial July 2005 - January 2007
Merrill Lynch January 2004 - July 2005
The Warren Group 1995 - 2004
The Warren Group (Banker & Tradesman, The Commercial Record) 1995 - 2004
Leading Edge 1980 - 1984
Education
Arlington Catholic High School
Northeastern University
Diocese of Fall River October 2013 - Present
Investment Centre at Eastern Bank October 2014 - Present
Paul Harney LLC Wealth Management January 2007 - October 2014
New England Financial July 2005 - January 2007
Merrill Lynch January 2004 - July 2005
The Warren Group 1995 - 2004
The Warren Group (Banker & Tradesman, The Commercial Record) 1995 - 2004
Leading Edge 1980 - 1984
Education
Arlington Catholic High School
Northeastern University
Tony Dorval, CFP® Tony Dorval, CFP®'s New England Financial Experience March 2003 - September 2013
Job Branch Manager, Senior Vice President at Moors & Cabot
Industry Financial Services
Experience
Moors & Cabot September 2013 - Present
New England Financial March 2003 - September 2013
Merrill Lynch January 1999 - March 2003
New Missions 1988 - 1998
Skills
Risk Management, Investments, Investment Advisory, Retirement, Process Improvement, IRAs, Securities, Retirement Planning, Finance
Education
Nichols College 1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General
Moors & Cabot September 2013 - Present
New England Financial March 2003 - September 2013
Merrill Lynch January 1999 - March 2003
New Missions 1988 - 1998
Skills
Risk Management, Investments, Investment Advisory, Retirement, Process Improvement, IRAs, Securities, Retirement Planning, Finance
Education
Nichols College 1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General
Tiffany Feingold's New England Financial Experience April 2001 - April 2002
Job Director, Large Group Sales at Anthem
Industry Health, Wellness and Fitness
Experience
Anthem August 2015 - Present
UnitedHealthcare September 2014 - Present
United Healthcare September 2009 - Present
UnitedHealthcare March 2006 - December 2009
United Healthcare April 2002 - March 2006
New England Financial April 2001 - April 2002
Sloans Lake Managed Care April 1999 - April 2001
Skills
Health Insurance, New Business Development, Employee Benefits, Sales, Product Management, Brokers, Customer Service, Managed Care, Insurance, Life Insurance, Underwriting, Health Savings Accounts, Medicare, Strategic Planning, Leadership, Self-funded, Account Management, Disability Insurance, Management
Education
Metropolitan State University of Denver 1997 — 2003
Bachelor's Degree, Psychology Major/ English Minor
Anthem August 2015 - Present
UnitedHealthcare September 2014 - Present
United Healthcare September 2009 - Present
UnitedHealthcare March 2006 - December 2009
United Healthcare April 2002 - March 2006
New England Financial April 2001 - April 2002
Sloans Lake Managed Care April 1999 - April 2001
Skills
Health Insurance, New Business Development, Employee Benefits, Sales, Product Management, Brokers, Customer Service, Managed Care, Insurance, Life Insurance, Underwriting, Health Savings Accounts, Medicare, Strategic Planning, Leadership, Self-funded, Account Management, Disability Insurance, Management
Education
Metropolitan State University of Denver 1997 — 2003
Bachelor's Degree, Psychology Major/ English Minor
Mike Roach CRP, GMS's New England Financial Experience 2004 - 2005
Job President at Criterion Compliance Consulting
Industry Management Consulting
Experience
Criterion Compliance Consulting June 2013 - Present
First Financial Solutions LLC May 2005 - Present
NRT October 2008 - April 2011
Merrill Lynch March 2008 - October 2008
New England Financial 2004 - 2005
GE Financial 2003 - 2004
Wachovia 2002 - 2003
GMAC Global Relocation Services 1997 - 2001
American Security Mortgage 1993 - 1997
Skills
Real Estate, Relocation, Auditing, Real Estate Transactions, Management, Sarbanes-Oxley Act, Residential Homes, Cash Flow, Selling, Financial Analysis, Strategic Planning, Internal Audit, Sales, Short Sales, Foreclosures, Process Improvement
Education
NYU
Professional Certificate in Forensic Accounting, Currently Enrolled
Rider University 2005 — 2007
B.S., Finance
Wenatchee Valley College 1987 — 1989
A.A., Economics
MVCA
Criterion Compliance Consulting June 2013 - Present
First Financial Solutions LLC May 2005 - Present
NRT October 2008 - April 2011
Merrill Lynch March 2008 - October 2008
New England Financial 2004 - 2005
GE Financial 2003 - 2004
Wachovia 2002 - 2003
GMAC Global Relocation Services 1997 - 2001
American Security Mortgage 1993 - 1997
Skills
Real Estate, Relocation, Auditing, Real Estate Transactions, Management, Sarbanes-Oxley Act, Residential Homes, Cash Flow, Selling, Financial Analysis, Strategic Planning, Internal Audit, Sales, Short Sales, Foreclosures, Process Improvement
Education
NYU
Professional Certificate in Forensic Accounting, Currently Enrolled
Rider University 2005 — 2007
B.S., Finance
Wenatchee Valley College 1987 — 1989
A.A., Economics
MVCA
Maureen (Boland) Callahan's New England Financial Experience September 1986 - October 2003
Job Administrative Director at The Needham Education Foundation
Industry Nonprofit Organization Management
Experience
Needham Education Foundation May 2013 - Present
The Newton Mentoring Alliance January 2012 - May 2013
Riverside Community Care November 2007 - August 2009
CENTURY 21 Commonwealth January 2005 - May 2007
New England Financial September 1986 - October 2003
Skills
Community Outreach, Project Management, Oral & Written..., Public Speaking, Event Planning, Team Building, Event Management
Education
Northeastern University
BS, Business Management
Needham Education Foundation May 2013 - Present
The Newton Mentoring Alliance January 2012 - May 2013
Riverside Community Care November 2007 - August 2009
CENTURY 21 Commonwealth January 2005 - May 2007
New England Financial September 1986 - October 2003
Skills
Community Outreach, Project Management, Oral & Written..., Public Speaking, Event Planning, Team Building, Event Management
Education
Northeastern University
BS, Business Management
Kathleen Thomas CCP, CBP, GRP's New England Financial Experience 1993 - 1997
Job Senior Compensation Consultant at Santander Bank, N.A.
Industry Pharmaceuticals
Experience
Santander Bank, N.A. December 2013 - Present
Santander December 2013 - Present
Ocean Spray Cranberries October 2013 - November 2013
EMD Serono October 2007 - April 2013
EMD Serono, Inc. September 2002 - October 2007
Lesley University April 2001 - December 2002
Zurich Scudder Investments October 1999 - April 2002
MFS Investment Management 1997 - October 1999
New England Financial 1993 - 1997
Skills
Human Resources, HRIS, Taleo, Deferred Compensation, Performance Management, Employee Relations, Onboarding, Organizational..., PeopleSoft, Employee Benefits, Employee Engagement, Succession Planning, Recruiting, Talent Acquisition, Organizational Design, Talent Management, Training, Job Descriptions, Compensation & Benefit, Executive Pay, Compensation & Benefits..., Compensation & Benefits, Workforce Planning, Benefits Administration, Incentive Programs, Compensation Strategies
Education
Lesley University 1998 — 2001
Masters of Science, Management & Human Resources
University of Massachusetts Boston 1988 — 1993
Bachelor's degree of Science, Human Resources Management & Psychology
Santander Bank, N.A. December 2013 - Present
Santander December 2013 - Present
Ocean Spray Cranberries October 2013 - November 2013
EMD Serono October 2007 - April 2013
EMD Serono, Inc. September 2002 - October 2007
Lesley University April 2001 - December 2002
Zurich Scudder Investments October 1999 - April 2002
MFS Investment Management 1997 - October 1999
New England Financial 1993 - 1997
Skills
Human Resources, HRIS, Taleo, Deferred Compensation, Performance Management, Employee Relations, Onboarding, Organizational..., PeopleSoft, Employee Benefits, Employee Engagement, Succession Planning, Recruiting, Talent Acquisition, Organizational Design, Talent Management, Training, Job Descriptions, Compensation & Benefit, Executive Pay, Compensation & Benefits..., Compensation & Benefits, Workforce Planning, Benefits Administration, Incentive Programs, Compensation Strategies
Education
Lesley University 1998 — 2001
Masters of Science, Management & Human Resources
University of Massachusetts Boston 1988 — 1993
Bachelor's degree of Science, Human Resources Management & Psychology
Rich Cosgray's New England Financial Experience 2006 - 2006
Job Vice President Syndicated & Leveraged Finance
Industry Investment Banking
Experience
SunTrust Robinson Humphrey March 2011 - February 2014
SunTrust Robinson Humphrey July 2008 - March 2011
Nestle May 2007 - August 2007
New England Financial 2006 - 2006
Education
Miami University 2004 — 2008
Bachelor of Science, Finance and Accounting
Bishop Watterson High School
SunTrust Robinson Humphrey March 2011 - February 2014
SunTrust Robinson Humphrey July 2008 - March 2011
Nestle May 2007 - August 2007
New England Financial 2006 - 2006
Education
Miami University 2004 — 2008
Bachelor of Science, Finance and Accounting
Bishop Watterson High School
Gordon Chin's New England Financial Experience 1995 - 1999
Job Principal Business Systems Analyst at American Student Assistance
Industry Information Technology and Services
Experience
American Student Assistance 2005 - Present
Massachusetts Dept. of Revenue 2002 - 2005
CommercialWare 2001 - 2001
Renaissance Worldwide, Inc. 1999 - 2001
New England Financial 1995 - 1999
Creative Dynamics, Inc. 1988 - 1988
Automatix Inc. 1982 - 1988
Skills
Visio, Requirements Gathering, Business Analysis, Functional..., SharePoint, Process Improvement, Business Requirements, Agile Methodologies, Waterfall, Cross-functional Team..., Requirements Analysis, SQL, Scrum Master, Technical Documentation, Microsoft Office, Systems Analysis, Testing, Functional Testing, Databases, Productivity, Manufacturing Operations, Manufacturing..., Scrum, Business Process, Certified Scrum Master..., Analysis, SDLC, Software Project..., Agile Project Management, Software Quality..., User Acceptance Testing, Quality Assurance
Education
Northeastern University 1979 — 1983
BS with Honors, Industrial Engineering
American Student Assistance 2005 - Present
Massachusetts Dept. of Revenue 2002 - 2005
CommercialWare 2001 - 2001
Renaissance Worldwide, Inc. 1999 - 2001
New England Financial 1995 - 1999
Creative Dynamics, Inc. 1988 - 1988
Automatix Inc. 1982 - 1988
Skills
Visio, Requirements Gathering, Business Analysis, Functional..., SharePoint, Process Improvement, Business Requirements, Agile Methodologies, Waterfall, Cross-functional Team..., Requirements Analysis, SQL, Scrum Master, Technical Documentation, Microsoft Office, Systems Analysis, Testing, Functional Testing, Databases, Productivity, Manufacturing Operations, Manufacturing..., Scrum, Business Process, Certified Scrum Master..., Analysis, SDLC, Software Project..., Agile Project Management, Software Quality..., User Acceptance Testing, Quality Assurance
Education
Northeastern University 1979 — 1983
BS with Honors, Industrial Engineering
Michael Brunelli, ChFC's New England Financial Experience April 2005 - December 2006
Job Raising capital in a specialized RollUp Strategy
Industry Venture Capital & Private Equity
Experience
Legend Acquisitions, LLC March 2015 - Present
Bay Financial Associates April 2012 - June 2014
Legacy Financial Advisors March 2007 - April 2012
New England Financial April 2005 - December 2006
John Hancock January 2003 - March 2005
Skills
Goal-oriented..., Maintaining Strong..., Trusting Relationships, Helping Clients Succeed, Series 6, Series 63, Series 65, ChFC, Licensed Life & Health..., Mutual Funds, Insurance Analysis, Risk Management, Strategic Financial..., Cash Flow Planning, Investments, Retirement Planning, Distribution..., Estate Planning, Fixed Annuities, Wealth Management, Securities, IRAs, Financial Advisory, 529 Plans, 401k Rollovers, Investment Advisory..., Income for Life, Portfolio Assessment, Portfolio Optimization, Insurance, 401k, Investment Advisory, Finance
Education
Massachusetts Maritime Academy 1998 — 1999
Mansfield MA High School 1993 — 1996
Legend Acquisitions, LLC March 2015 - Present
Bay Financial Associates April 2012 - June 2014
Legacy Financial Advisors March 2007 - April 2012
New England Financial April 2005 - December 2006
John Hancock January 2003 - March 2005
Skills
Goal-oriented..., Maintaining Strong..., Trusting Relationships, Helping Clients Succeed, Series 6, Series 63, Series 65, ChFC, Licensed Life & Health..., Mutual Funds, Insurance Analysis, Risk Management, Strategic Financial..., Cash Flow Planning, Investments, Retirement Planning, Distribution..., Estate Planning, Fixed Annuities, Wealth Management, Securities, IRAs, Financial Advisory, 529 Plans, 401k Rollovers, Investment Advisory..., Income for Life, Portfolio Assessment, Portfolio Optimization, Insurance, 401k, Investment Advisory, Finance
Education
Massachusetts Maritime Academy 1998 — 1999
Mansfield MA High School 1993 — 1996
Ronald Bean's New England Financial Experience November 2002 - March 2004
Job Manager Serenic Navigator Global Partner Sales & Programs at Serenic Software
Industry Computer Software
Experience
Serenic Software March 2014 - Present
Serenic Software June 2010 - March 2014
Sage January 2010 - July 2010
Serenic Software April 2008 - April 2009
Papilia August 2007 - March 2008
Blackbaud March 2004 - September 2007
New England Financial November 2002 - March 2004
WUKS 107.7 KISS fM June 2002 - November 2002
Fitness Today January 2001 - January 2002
Skills
Sales Process, International Sales, Customer Relations, Cold Calling, Negotiation, Fundraising, Market Planning, Channel Management, Direct Sales, Inside Sales, Sales Management, New Business Development, Sales Pipeline..., Closing Skills, Pipeline Development, Channel Partners, Forecasting, Leadership, Training, Selling, Sales Operations, Strategy, Business Development, Sales, Solution Selling, Marketing, Management, Marketing Strategy, Salesforce.com, SaaS, Strategic Partnerships, Lead Generation, Business Strategy, Professional Services, Enterprise Software, Customer Service, Selling Skills, CRM, Cloud Computing
Education
North Carolina Agricultural and Technical State University 1997 — 2002
Bachelor of Arts (B.A.), Communication and Media Studies
Serenic Software March 2014 - Present
Serenic Software June 2010 - March 2014
Sage January 2010 - July 2010
Serenic Software April 2008 - April 2009
Papilia August 2007 - March 2008
Blackbaud March 2004 - September 2007
New England Financial November 2002 - March 2004
WUKS 107.7 KISS fM June 2002 - November 2002
Fitness Today January 2001 - January 2002
Skills
Sales Process, International Sales, Customer Relations, Cold Calling, Negotiation, Fundraising, Market Planning, Channel Management, Direct Sales, Inside Sales, Sales Management, New Business Development, Sales Pipeline..., Closing Skills, Pipeline Development, Channel Partners, Forecasting, Leadership, Training, Selling, Sales Operations, Strategy, Business Development, Sales, Solution Selling, Marketing, Management, Marketing Strategy, Salesforce.com, SaaS, Strategic Partnerships, Lead Generation, Business Strategy, Professional Services, Enterprise Software, Customer Service, Selling Skills, CRM, Cloud Computing
Education
North Carolina Agricultural and Technical State University 1997 — 2002
Bachelor of Arts (B.A.), Communication and Media Studies
Chad Trevithick's New England Financial Experience October 2009 - September 2012
Job LPL Financial Consultant at CB Capital Investment Group, A Division of Capital Bank N.A.
Industry Financial Services
Experience
CB Capital Investment Group, A Division of Capital Bank N.A. September 2012 - Present
New England Financial October 2009 - September 2012
The Tranel Financial Group March 2007 - October 2009
Ameriprise Financial May 2003 - May 2006
Skills
Long-term Care, Wealth Management..., Retirement Planning, Strategic Financial..., Wealth Management, Disability Insurance, Retirement, Estate Planning, Finance, Financial Services, Securities, Wealth, IRAs, Mutual Funds, Insurance, Financial Planning, Investments, Financial Advisory, Series 7
Education
Newman University 1997 — 2000
B.S. Marketing; B.S. Management; B.A. Business Administration
University of Missouri-Kansas City 1994 — 1997
Undergraduate Studies, Business Administration and Management, General
CB Capital Investment Group, A Division of Capital Bank N.A. September 2012 - Present
New England Financial October 2009 - September 2012
The Tranel Financial Group March 2007 - October 2009
Ameriprise Financial May 2003 - May 2006
Skills
Long-term Care, Wealth Management..., Retirement Planning, Strategic Financial..., Wealth Management, Disability Insurance, Retirement, Estate Planning, Finance, Financial Services, Securities, Wealth, IRAs, Mutual Funds, Insurance, Financial Planning, Investments, Financial Advisory, Series 7
Education
Newman University 1997 — 2000
B.S. Marketing; B.S. Management; B.A. Business Administration
University of Missouri-Kansas City 1994 — 1997
Undergraduate Studies, Business Administration and Management, General
Matt Ely's New England Financial Experience 2003 - 2004
Job Account Manager at Convergys
Industry Information Technology and Services
Experience
Convergys September 2006 - Present
RE/MAX 200 Realty 2005 - 2006
New England Financial 2003 - 2004
Campus Crusade for Christ 1998 - 2003
Education
Miami University 1993 — 1997
BA, History & Religion
Convergys September 2006 - Present
RE/MAX 200 Realty 2005 - 2006
New England Financial 2003 - 2004
Campus Crusade for Christ 1998 - 2003
Education
Miami University 1993 — 1997
BA, History & Religion
Jonathan Schonfeld's New England Financial Experience November 2008 - May 2010
Job LPL Financial Advisor at Schonfeld Financial Services
Industry Financial Services
Experience
LPL Financial May 2010 - Present
Schonfeld Financial Services April 2010 - Present
New England Financial November 2008 - May 2010
CICS Wrightwood July 2005 - June 2006
Lincolnwood School District 74 2004 - 2005
Weber Shandwick 1998 - 2001
Skills
Annuities, Long Term Care, Term Life Insurance, Mutual Funds, IRA Rollovers, Universal Life, Securities, Retirement Planning, Financial Planning
Education
National Louis University 2003 — 2004
Master of Arts in Teaching, Education
University of Wisconsin-Madison 1992 — 1996
B.S., Psychology
LPL Financial May 2010 - Present
Schonfeld Financial Services April 2010 - Present
New England Financial November 2008 - May 2010
CICS Wrightwood July 2005 - June 2006
Lincolnwood School District 74 2004 - 2005
Weber Shandwick 1998 - 2001
Skills
Annuities, Long Term Care, Term Life Insurance, Mutual Funds, IRA Rollovers, Universal Life, Securities, Retirement Planning, Financial Planning
Education
National Louis University 2003 — 2004
Master of Arts in Teaching, Education
University of Wisconsin-Madison 1992 — 1996
B.S., Psychology
Gail Flannery's New England Financial Experience 1997 - 2002
Job Owner at Sweet Visions Patisserie
Industry Insurance
Experience
Sweet Visions Patisserie June 2010 - Present
MetLife June 1982 - Present
New England Financial 1997 - 2002
Skills
Employee Benefits, Small Business, Universal Life, Insurance, Disability Insurance, Fixed Annuities, Catering, Baking, Business Planning, Sales, Training, Management, Leadership, Program Management
Education
Middlesex Community College
Law
Sweet Visions Patisserie June 2010 - Present
MetLife June 1982 - Present
New England Financial 1997 - 2002
Skills
Employee Benefits, Small Business, Universal Life, Insurance, Disability Insurance, Fixed Annuities, Catering, Baking, Business Planning, Sales, Training, Management, Leadership, Program Management
Education
Middlesex Community College
Law
Robert Linnane's New England Financial Experience 2007 - 2011
Job Independent Insurance Professional
Industry Insurance
Experience
New England Financial 2007 - 2011
Skills
Health Insurance, Disability Insurance, Sales Management, Account Management, Underwriting, Insurance, Employee Benefits, Brokers, Term Life Insurance, Health Savings Accounts, Life Insurance, Universal Life, Small Business, Whole Life
Education
Northeastern University 1987 — 1992
Bachelor of Business Administration (B.B.A.)
New England Financial 2007 - 2011
Skills
Health Insurance, Disability Insurance, Sales Management, Account Management, Underwriting, Insurance, Employee Benefits, Brokers, Term Life Insurance, Health Savings Accounts, Life Insurance, Universal Life, Small Business, Whole Life
Education
Northeastern University 1987 — 1992
Bachelor of Business Administration (B.B.A.)
Patricia Koczwara Corcoran's New England Financial Experience December 1994 - September 1998
Job Lean Six Sigma Black Belt Consultant at Staples
Industry Information Technology and Services
Experience
Staples March 2002 - Present
EMC September 1998 - October 2001
New England Financial December 1994 - September 1998
Digital Equipment Corporation March 1982 - December 1994
Skills
Budgeting, Cross-functional Team..., Vendor Relations, Retail, Process Improvement, Program Management, Team Building, Negotiation, Business Analysis, Change Management, Process Engineering, Six Sigma, Continuous Improvement, Project Planning, Business Process..., CRM, Business Process, Budgets, Strategy, Business Intelligence, Management, Integration, Leadership, Project Management, ERP, Enterprise Software, Forecasting, Supply Chain
Education
The George Washington University 2006 — 2007
Master Certificate, Project Management
Merrimack College 1976 — 1980
BS, Business - Accounting
Worcester State University 1976 — 1978
Economics & Computer Science
Marian High 1972 — 1976
High School
Staples March 2002 - Present
EMC September 1998 - October 2001
New England Financial December 1994 - September 1998
Digital Equipment Corporation March 1982 - December 1994
Skills
Budgeting, Cross-functional Team..., Vendor Relations, Retail, Process Improvement, Program Management, Team Building, Negotiation, Business Analysis, Change Management, Process Engineering, Six Sigma, Continuous Improvement, Project Planning, Business Process..., CRM, Business Process, Budgets, Strategy, Business Intelligence, Management, Integration, Leadership, Project Management, ERP, Enterprise Software, Forecasting, Supply Chain
Education
The George Washington University 2006 — 2007
Master Certificate, Project Management
Merrimack College 1976 — 1980
BS, Business - Accounting
Worcester State University 1976 — 1978
Economics & Computer Science
Marian High 1972 — 1976
High School
Abdulaziz Stewart's New England Financial Experience January 1999 - June 2002
Job Account Executive at Central Payment
Industry Banking
Experience
Central Payment January 2011 - Present
MAS/ISBCC January 2011 - January 2012
Guidance Residential June 2005 - January 2011
Azzad Asset Management June 2003 - June 2009
Islamic Society April 2002 - June 2003
New England Financial January 1999 - June 2002
Massachusetts Water Resources Authority May 1988 - December 1999
Wang Labatories, Inc June 1980 - August 1988
Wang Laboratories January 1980 - April 1988
Barclays Bank DCO January 1968 - June 1971
Skills
Financial Advisor, Financial Management, Finance/Administration, Islamic Finance, Budgeting, Compliance, Financial Planning, Financial Reporting, Forecasting, Financial Analysis, Investments, Banking, Funding, Customer Relations, Wealth Management, Asset Management, Corporate Finance, Sales Management, Insurance, Product Development, Managerial Finance, Strategic Financial..., Analysis, Strategy, Customer Service, Management, Executive Management, Budgets
Education
Western New England University 1982 — 1984
MBA, Finance/Management
Northeastern University 1974 — 1976
B.Sc, Management/Finance
Central Payment January 2011 - Present
MAS/ISBCC January 2011 - January 2012
Guidance Residential June 2005 - January 2011
Azzad Asset Management June 2003 - June 2009
Islamic Society April 2002 - June 2003
New England Financial January 1999 - June 2002
Massachusetts Water Resources Authority May 1988 - December 1999
Wang Labatories, Inc June 1980 - August 1988
Wang Laboratories January 1980 - April 1988
Barclays Bank DCO January 1968 - June 1971
Skills
Financial Advisor, Financial Management, Finance/Administration, Islamic Finance, Budgeting, Compliance, Financial Planning, Financial Reporting, Forecasting, Financial Analysis, Investments, Banking, Funding, Customer Relations, Wealth Management, Asset Management, Corporate Finance, Sales Management, Insurance, Product Development, Managerial Finance, Strategic Financial..., Analysis, Strategy, Customer Service, Management, Executive Management, Budgets
Education
Western New England University 1982 — 1984
MBA, Finance/Management
Northeastern University 1974 — 1976
B.Sc, Management/Finance
Judy Montalbano's New England Financial Experience September 2009 - April 2010
Job Currently seeking employment
Industry Financial Services
Experience
Robert Half Management Resources January 2011 - February 2011
New England Financial September 2009 - April 2010
LaSalle Financial Services (Bank of America) June 2006 - November 2008
Citibank January 2005 - June 2006
CITICORP INVESTMENT SERVICES, INC June 2000 - December 2004
NORTHERN TRUST SECURITIES, INC December 1996 - June 2000
NORTHERN TRUST SECURITIES, INC July 1990 - November 1996
Skills
Series 7, Compliance, Insurance, Banking, Investment Advisory, FINRA, AML, Auditing, Securities, Mutual Funds, Wealth Management, Investments, Series 63, Trading, Risk Management, Equities, Licensing, Investment Banking, Fixed Income, Series 24, Customer Relations, Options, Retirement Planning, Customer Service, Operations Management, Due Diligence, Process Improvement, Supervisory Skills, Funding, Problem Solving, Administration, Portfolio Management, Financial Analysis
Education
Northeastern Illinois University 1977 — 1985
BA, Psychology
Notre Dame High School for Girls 1973 — 1977
General, General
Robert Half Management Resources January 2011 - February 2011
New England Financial September 2009 - April 2010
LaSalle Financial Services (Bank of America) June 2006 - November 2008
Citibank January 2005 - June 2006
CITICORP INVESTMENT SERVICES, INC June 2000 - December 2004
NORTHERN TRUST SECURITIES, INC December 1996 - June 2000
NORTHERN TRUST SECURITIES, INC July 1990 - November 1996
Skills
Series 7, Compliance, Insurance, Banking, Investment Advisory, FINRA, AML, Auditing, Securities, Mutual Funds, Wealth Management, Investments, Series 63, Trading, Risk Management, Equities, Licensing, Investment Banking, Fixed Income, Series 24, Customer Relations, Options, Retirement Planning, Customer Service, Operations Management, Due Diligence, Process Improvement, Supervisory Skills, Funding, Problem Solving, Administration, Portfolio Management, Financial Analysis
Education
Northeastern Illinois University 1977 — 1985
BA, Psychology
Notre Dame High School for Girls 1973 — 1977
General, General
James Bossert's New England Financial Experience 1986 - 1997
Job Senior Vice President at Jackson National Life
Industry Insurance
Experience
Jackson National Life Distributors LLC May 2007 - February 2015
MetLife Investors 2003 - 2007
MetLife 1997 - 2007
New England Financial 1986 - 1997
Coopers & Lybrand July 1975 - April 1986
Skills
Fixed Annuities, Insurance, Series 6, Series 63
Education
Michigan State University - The Eli Broad College of Business 1971 — 1975
BA, Accounting
Jackson National Life Distributors LLC May 2007 - February 2015
MetLife Investors 2003 - 2007
MetLife 1997 - 2007
New England Financial 1986 - 1997
Coopers & Lybrand July 1975 - April 1986
Skills
Fixed Annuities, Insurance, Series 6, Series 63
Education
Michigan State University - The Eli Broad College of Business 1971 — 1975
BA, Accounting
Gary Kulbitski's New England Financial Experience January 2011 - Present
Job Mortgage Loan Officer at US Bank
Industry Financial Services
Experience
US Bank July 2012 - Present
New England Financial January 2011 - Present
Wells Fargo July 2001 - July 2009
Funco Inc 1990 - 1995
Education
Northwestern University - Kellogg School of Management 1996 — 1998
unfinished, Finance and Marketing
University of Saint Thomas 1987 — 1989
Financial management, Finance, economics, math
Burnsvill SR Highschool 1982 — 1984
Diploma
US Bank July 2012 - Present
New England Financial January 2011 - Present
Wells Fargo July 2001 - July 2009
Funco Inc 1990 - 1995
Education
Northwestern University - Kellogg School of Management 1996 — 1998
unfinished, Finance and Marketing
University of Saint Thomas 1987 — 1989
Financial management, Finance, economics, math
Burnsvill SR Highschool 1982 — 1984
Diploma
Gary Stapp's New England Financial Experience StockbrokerJohn Thomas FinancialSeptember 2007 - March 2008
Job Financial Advisor at New England Financial
Industry Financial Services
Experience
New England Financial StockbrokerJohn Thomas FinancialSeptember 2007 - March 2008
Education
Marywood University 2003 — 2007
BA, Finance
New England Financial StockbrokerJohn Thomas FinancialSeptember 2007 - March 2008
Education
Marywood University 2003 — 2007
BA, Finance
Adam Leber's New England Financial Experience June 2008 - July 2009
Job Vice President Governance Manager at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group January 2015 - Present
JPMorgan Chase & Co. June 2013 - January 2015
JPMorgan Chase & Co. April 2012 - June 2013
JPMorgan Chase & Co. June 2011 - April 2012
JPMorgan Chase & Co. July 2009 - June 2011
New England Financial June 2008 - July 2009
U.S. Bank May 2006 - May 2008
U.S. Bank April 2004 - May 2006
Skills
Series 24, Series 7, Series 66, Life & Health Insurance..., Operations Management, Investments, Securities, Compliance, Options, Equities, Fixed Income, Margin, Trusts, Powers of Attorney, Qualified Retirement..., Alternative Investments, ACATS, Uniform Combined State..., Strategic Financial..., Retirement Planning, Mutual Funds, Banking, Project Planning, Series 63, Project Management, FINRA, Series 9/10, Risk Management, Risk Assessment, Bloomberg, Trading, Training
Education
National-Louis University
BS, Management, 4.0
Northern Illinois University
Transferred
BMO Financial Group January 2015 - Present
JPMorgan Chase & Co. June 2013 - January 2015
JPMorgan Chase & Co. April 2012 - June 2013
JPMorgan Chase & Co. June 2011 - April 2012
JPMorgan Chase & Co. July 2009 - June 2011
New England Financial June 2008 - July 2009
U.S. Bank May 2006 - May 2008
U.S. Bank April 2004 - May 2006
Skills
Series 24, Series 7, Series 66, Life & Health Insurance..., Operations Management, Investments, Securities, Compliance, Options, Equities, Fixed Income, Margin, Trusts, Powers of Attorney, Qualified Retirement..., Alternative Investments, ACATS, Uniform Combined State..., Strategic Financial..., Retirement Planning, Mutual Funds, Banking, Project Planning, Series 63, Project Management, FINRA, Series 9/10, Risk Management, Risk Assessment, Bloomberg, Trading, Training
Education
National-Louis University
BS, Management, 4.0
Northern Illinois University
Transferred
Brandon Dirkschneider, CFP's New England Financial Experience July 1999 - January 2003
Job Strategic Partner at Brokers Clearing House, Ltd.
Industry Insurance
Experience
Brokers Clearing House, Ltd. January 2015 - Present
Resource Alliance Company, Inc. December 2011 - Present
The Solutions Group, Inc. January 2003 - December 2011
New England Financial July 1999 - January 2003
Skills
Insurance, Life Insurance, Long-term Care, Term Life Insurance, Insurance Case Design, Retirement Income..., Strategic Financial..., Mutual Funds, Wealth Management, Investments, Disability Insurance, Retirement Planning, Fixed Annuities, Retirement, 401k, Financial Advisory, Financial Planning
Education
University of Nebraska-Lincoln 1995 — 1999
B.S., Business Administration
Midland University 1994 — 1995
Business Administration
Brokers Clearing House, Ltd. January 2015 - Present
Resource Alliance Company, Inc. December 2011 - Present
The Solutions Group, Inc. January 2003 - December 2011
New England Financial July 1999 - January 2003
Skills
Insurance, Life Insurance, Long-term Care, Term Life Insurance, Insurance Case Design, Retirement Income..., Strategic Financial..., Mutual Funds, Wealth Management, Investments, Disability Insurance, Retirement Planning, Fixed Annuities, Retirement, 401k, Financial Advisory, Financial Planning
Education
University of Nebraska-Lincoln 1995 — 1999
B.S., Business Administration
Midland University 1994 — 1995
Business Administration
Gino Cipperoni's New England Financial Experience October 2008 - February 2009
Job Automotive Digital Marketing Specialist
Industry Internet
Experience
Dealer e Process June 2013 - Present
firstgear.co August 2011 - January 2012
National Floor Care, Inc. July 2008 - January 2012
New England Financial October 2008 - February 2009
Skills
Econometrics, Econometric Modeling, Web Analytics, Google Analytics, Eviews, Regression Analysis, Applied Economics, Investments, Marketing, Options, Alternative Investments, Analytics, Bloomberg, Digital Marketing, Display Advertising, Entrepreneurship, Equities, Google Adwords, Google Adwords..., Hedge Funds, SEM, Securities, Trading, SEO, Advertising, Sales Process, Customer Service, Marketing Strategy, B2B, Customer Retention, Management, Team Building, Customer Satisfaction
Education
Marquette University 2010 — 2013
Master of Science (MS), Applied Economics
St. Norbert College 2004 — 2008
Business & Economics, Economics, Business Administration
Dealer e Process June 2013 - Present
firstgear.co August 2011 - January 2012
National Floor Care, Inc. July 2008 - January 2012
New England Financial October 2008 - February 2009
Skills
Econometrics, Econometric Modeling, Web Analytics, Google Analytics, Eviews, Regression Analysis, Applied Economics, Investments, Marketing, Options, Alternative Investments, Analytics, Bloomberg, Digital Marketing, Display Advertising, Entrepreneurship, Equities, Google Adwords, Google Adwords..., Hedge Funds, SEM, Securities, Trading, SEO, Advertising, Sales Process, Customer Service, Marketing Strategy, B2B, Customer Retention, Management, Team Building, Customer Satisfaction
Education
Marquette University 2010 — 2013
Master of Science (MS), Applied Economics
St. Norbert College 2004 — 2008
Business & Economics, Economics, Business Administration
Johnnie Johnson's New England Financial Experience September 2000 - June 2001
Job Information Systems Analyst at Boston Scientific
Industry Medical Devices
Experience
Boston Scientific January 2012 - Present
John Hancock Life Insurance Company (U.S.A.) April 2008 - January 2012
John Hancock Life Insurance Company (U.S.A.) March 2006 - January 2012
John Hancock Life Insurance Company (U.S.A.) September 2005 - April 2008
John Hancock Life Insurance Company (U.S.A.) October 2004 - September 2005
Sun Life Financial June 2001 - October 2004
New England Financial September 2000 - June 2001
New England Financial October 1999 - September 2000
Skills
Training, Finance, Sales, Team Leadership, Analysis, Marketing, Business Analysis, Management, Leadership, Customer Service, Disaster Recovery, Information Systems, Sales Operations, Technical Support, Process Improvement
Education
Northeastern University
Bachelor of Science, Management
Boston Scientific January 2012 - Present
John Hancock Life Insurance Company (U.S.A.) April 2008 - January 2012
John Hancock Life Insurance Company (U.S.A.) March 2006 - January 2012
John Hancock Life Insurance Company (U.S.A.) September 2005 - April 2008
John Hancock Life Insurance Company (U.S.A.) October 2004 - September 2005
Sun Life Financial June 2001 - October 2004
New England Financial September 2000 - June 2001
New England Financial October 1999 - September 2000
Skills
Training, Finance, Sales, Team Leadership, Analysis, Marketing, Business Analysis, Management, Leadership, Customer Service, Disaster Recovery, Information Systems, Sales Operations, Technical Support, Process Improvement
Education
Northeastern University
Bachelor of Science, Management
Daniel Bierals's New England Financial Experience July 2008 - May 2012
Job Financial Advisor and Registered Representative at O'Dowd Bierals Wealth Advisors, LLC
Industry Financial Services
Experience
O'Dowd Bierals Wealth Advisors, LLC May 2012 - Present
New England Financial July 2008 - May 2012
Labranche Financial Services June 2002 - May 2008
Knight Securities August 1995 - May 2002
Skills
Retirement Planning, Investments, Securities, Estate Planning, Finance, Sales, Series 7, Risk Management, Equities, Financial Services, Small Business, Coaching, Insurance, Asset Management, Portfolio Management, Series 63, Credit, Wealth Management, Fixed Annuities, Mutual Funds, Retirement, FINRA
Education
Muhlenberg College 1987 — 1991
BA, Business
O'Dowd Bierals Wealth Advisors, LLC May 2012 - Present
New England Financial July 2008 - May 2012
Labranche Financial Services June 2002 - May 2008
Knight Securities August 1995 - May 2002
Skills
Retirement Planning, Investments, Securities, Estate Planning, Finance, Sales, Series 7, Risk Management, Equities, Financial Services, Small Business, Coaching, Insurance, Asset Management, Portfolio Management, Series 63, Credit, Wealth Management, Fixed Annuities, Mutual Funds, Retirement, FINRA
Education
Muhlenberg College 1987 — 1991
BA, Business
David Zick's New England Financial Experience August 1977 - January 1982
Job President at Group Associates, Inc.
Industry Insurance
Experience
Group Associates, Inc. May 1986 - Present
Rehab and Mobility Systems, LLC February 2008 - Present
New England Financial August 1977 - January 1982
Skills
COBRA, Employee Benefits, Benefits Administration, Insurance, Health Insurance, Disability Insurance, Health Savings Accounts, Term Life Insurance, HIPAA, Life Insurance, Brokers, ERISA, Sales, Account Management, Health Policy, Accident, Team Building, Universal Life, Healthcare, Whole Life, Underwriting, Health Care Reform, Medicare, Leadership, Benefits Design, Employee Wellness, Critical Illness, Claim, Workers Compensation, Program Management, Customer Satisfaction, Customer Service
Education
The American College 1977 — 2003
Chartered Life Underwriter, Chartered Financial Consultant, Registered Health UInderwriter, insurance and employee benefits
University of Michigan-Flint 1969 — 1973
B.A., Physics, Education
Michigan State University 1974 — 1976
M.A., Physics, Education
Group Associates, Inc. May 1986 - Present
Rehab and Mobility Systems, LLC February 2008 - Present
New England Financial August 1977 - January 1982
Skills
COBRA, Employee Benefits, Benefits Administration, Insurance, Health Insurance, Disability Insurance, Health Savings Accounts, Term Life Insurance, HIPAA, Life Insurance, Brokers, ERISA, Sales, Account Management, Health Policy, Accident, Team Building, Universal Life, Healthcare, Whole Life, Underwriting, Health Care Reform, Medicare, Leadership, Benefits Design, Employee Wellness, Critical Illness, Claim, Workers Compensation, Program Management, Customer Satisfaction, Customer Service
Education
The American College 1977 — 2003
Chartered Life Underwriter, Chartered Financial Consultant, Registered Health UInderwriter, insurance and employee benefits
University of Michigan-Flint 1969 — 1973
B.A., Physics, Education
Michigan State University 1974 — 1976
M.A., Physics, Education
Ava Faustin, MBA, MPA,CEO's New England Financial Experience 2001 - 2009
Job Team Management 2000 Inc
Industry Nonprofit Organization Management
Experience
On Point Professional Clinical Services January 2009 - Present
Team Management 2000, Inc January 1999 - Present
Team Management 2000 Inc January 1999 - Present
New England Financial 2001 - 2009
New York Life January 2006 - April 2008
New England Financial Securities January 1999 - January 2006
New York Institute of Finance January 1990 - January 1999
NY INST OF FINANCE January 1992 - May 1998
Skills
Software Proficiency, Grant Writing, Fundraising, Budgeting, Program Development, Program Management, Program Design, Program Planning, Strategic Planning, Business Strategy, Change Leadership, HIV/AIDS, Youth Services, Youth Development, Social Services, Affordable Housing, Program Implementation, Community Development, Grants, Board Development, Volunteer Management, Grant Administration, Program Evaluation, Organizational..., Workforce Development, Public Speaking, Resource Development, Managerial Finance, Non-profit Leadership, Volunteer Recruiting, Motivational Speaking, Community Outreach, Non-profit..., Budgets, Young People, Policy, Mental Health, Change Management, Capacity Building, Training, Philanthropy, Leadership, Community Organizing, Stewardship, Workshop Facilitation, Leadership Development, Social Entrepreneurship, Staff Development, Economic Development, Plannning
Education
Montclair State University 2013 — 2016
Doctor of Philosophy (Ph.D.), Human Development and Family Studies
Walden University 2007 — 2010
MPA, Nonprofit Organizational Leadership & Management, 4.0
Pace University 1994 — 2006
MBA, Organizational Communications, 3.7
Marymount Manhattan College 1978 — 1982
None, ACCOUNTING AND FINANCE
On Point Professional Clinical Services January 2009 - Present
Team Management 2000, Inc January 1999 - Present
Team Management 2000 Inc January 1999 - Present
New England Financial 2001 - 2009
New York Life January 2006 - April 2008
New England Financial Securities January 1999 - January 2006
New York Institute of Finance January 1990 - January 1999
NY INST OF FINANCE January 1992 - May 1998
Skills
Software Proficiency, Grant Writing, Fundraising, Budgeting, Program Development, Program Management, Program Design, Program Planning, Strategic Planning, Business Strategy, Change Leadership, HIV/AIDS, Youth Services, Youth Development, Social Services, Affordable Housing, Program Implementation, Community Development, Grants, Board Development, Volunteer Management, Grant Administration, Program Evaluation, Organizational..., Workforce Development, Public Speaking, Resource Development, Managerial Finance, Non-profit Leadership, Volunteer Recruiting, Motivational Speaking, Community Outreach, Non-profit..., Budgets, Young People, Policy, Mental Health, Change Management, Capacity Building, Training, Philanthropy, Leadership, Community Organizing, Stewardship, Workshop Facilitation, Leadership Development, Social Entrepreneurship, Staff Development, Economic Development, Plannning
Education
Montclair State University 2013 — 2016
Doctor of Philosophy (Ph.D.), Human Development and Family Studies
Walden University 2007 — 2010
MPA, Nonprofit Organizational Leadership & Management, 4.0
Pace University 1994 — 2006
MBA, Organizational Communications, 3.7
Marymount Manhattan College 1978 — 1982
None, ACCOUNTING AND FINANCE
Andrea Tracey's New England Financial Experience April 1985 - October 1994
Job Independent SQA (retired) / pet services
Industry Consumer Services
Experience
HuskyBytes November 2005 - Present
Fuelspot.com August 2000 - August 2001
Rational Software July 1996 - April 1999
New England Financial April 1985 - October 1994
Skills
Product Development, Networking, Testing, Sales, Training, PowerPoint, Quality Assurance, Software Documentation, Cross-functional Team..., Data Analysis, Project Management, Process Improvement, Technical Writing, Quality Control, Product Management, Six Sigma, ISO, Research, Microsoft Office, Program Management
Education
Northeastern University
Business Mgmt/ MIS
Northeastern University 1978 — 1984
BSMT, Medical Lab Science
HuskyBytes November 2005 - Present
Fuelspot.com August 2000 - August 2001
Rational Software July 1996 - April 1999
New England Financial April 1985 - October 1994
Skills
Product Development, Networking, Testing, Sales, Training, PowerPoint, Quality Assurance, Software Documentation, Cross-functional Team..., Data Analysis, Project Management, Process Improvement, Technical Writing, Quality Control, Product Management, Six Sigma, ISO, Research, Microsoft Office, Program Management
Education
Northeastern University
Business Mgmt/ MIS
Northeastern University 1978 — 1984
BSMT, Medical Lab Science
Michael J. O'Brien's New England Financial Experience July 1976 - January 2001
Job Employee Benefits Consultant
Industry Financial Services
Experience
The O'Brien Benefits Group August 2010 - Present
Hub International New England, LLC 2009 - August 2010
Great-West Life January 2001 - October 2008
New England Financial July 1976 - January 2001
Skills
Group Healthcare and...
Education
Norwich University 1969 — 1973
Bachelor of Arts (B.A.), Government
Xaverian Brothers H.S. 1964 — 1968
The O'Brien Benefits Group August 2010 - Present
Hub International New England, LLC 2009 - August 2010
Great-West Life January 2001 - October 2008
New England Financial July 1976 - January 2001
Skills
Group Healthcare and...
Education
Norwich University 1969 — 1973
Bachelor of Arts (B.A.), Government
Xaverian Brothers H.S. 1964 — 1968
Matthew Sklenar's New England Financial Experience May 2008 - July 2010
Job Electrician
Industry Electrical/Electronic Manufacturing
Experience
City of Beacon FD (W.H. Mase Hook & Ladder Co.) October 1993 - October 2014
Astrum Solar September 2012 - May 2013
Sheridan Electric May 2010 - September 2011
Mass Mutual Financial Group December 2010 - May 2011
New England Financial May 2008 - July 2010
Combined Life of New York April 2008 - July 2008
P&D Electric Inc December 2006 - May 2007
I.B.E.W Local 363 December 2000 - June 2005
Skills
Forklift Operator, Customer Service, EMS, Emergency Services, Public Safety, Firefighting, Fire Safety, First Aid, Hazmat Operations, First Responder, AED, Fire Protection, EMT, Hazardous Materials, Budgets, Emergency Management, Disaster Response, Project Planning, Cpr Certified, Electricity, Photovoltaics, Solar Energy, OSHA Certified, OSHA 10, Fire Suppression Systems, Incident Command, Confined Space Rescue, Trench Rescue, Fall Protection, Electrical Safety, Emergency Medical, Emergency Vehicle..., Lock Out Tag Out, Enforcement, Financial Services, Sales, Life Insurance, Fire Management, Retirement Planning, NFPA, Exercises, Homeland Security, Rescue, Wildland Firefighting, ARFF, Code Enforcement, IS-100, Urban Search, Life Safety
Education
Mount Saint Mary College 1994 — 1998
Beacon High School 1991 — 1994
Ocean County College
Fire Science/Fire-fighting
City of Beacon FD (W.H. Mase Hook & Ladder Co.) October 1993 - October 2014
Astrum Solar September 2012 - May 2013
Sheridan Electric May 2010 - September 2011
Mass Mutual Financial Group December 2010 - May 2011
New England Financial May 2008 - July 2010
Combined Life of New York April 2008 - July 2008
P&D Electric Inc December 2006 - May 2007
I.B.E.W Local 363 December 2000 - June 2005
Skills
Forklift Operator, Customer Service, EMS, Emergency Services, Public Safety, Firefighting, Fire Safety, First Aid, Hazmat Operations, First Responder, AED, Fire Protection, EMT, Hazardous Materials, Budgets, Emergency Management, Disaster Response, Project Planning, Cpr Certified, Electricity, Photovoltaics, Solar Energy, OSHA Certified, OSHA 10, Fire Suppression Systems, Incident Command, Confined Space Rescue, Trench Rescue, Fall Protection, Electrical Safety, Emergency Medical, Emergency Vehicle..., Lock Out Tag Out, Enforcement, Financial Services, Sales, Life Insurance, Fire Management, Retirement Planning, NFPA, Exercises, Homeland Security, Rescue, Wildland Firefighting, ARFF, Code Enforcement, IS-100, Urban Search, Life Safety
Education
Mount Saint Mary College 1994 — 1998
Beacon High School 1991 — 1994
Ocean County College
Fire Science/Fire-fighting
Angela Roark's New England Financial Experience Branch Sales ManagerSmith BarneyDecember 2005 - December 2008
Job Managing Associate at New England Financial
Industry Financial Services
Experience
New England Financial Branch Sales ManagerSmith BarneyDecember 2005 - December 2008
A.G. Edwards & Sons, Inc. February 1997 - April 2004
xyz January 2000 - January 2000
Education
Northern State University 1986 — 1989
BA, English
South Dakota State University 1984 — 1986
ba, English
New England Financial Branch Sales ManagerSmith BarneyDecember 2005 - December 2008
A.G. Edwards & Sons, Inc. February 1997 - April 2004
xyz January 2000 - January 2000
Education
Northern State University 1986 — 1989
BA, English
South Dakota State University 1984 — 1986
ba, English
Richard Slamowitz, JD, LLM, CLU, ChFC's New England Financial Experience 1984 - 1986
Job Managing Partner at owR Opinion, LLC
Industry Insurance
Experience
owR Opinion, LLC 1996 - Present
Prudential Financial 1993 - 1996
Prudential Financial 1990 - 1993
First Financial Resources 1985 - 1990
New England Financial 1984 - 1986
New York Life Insurance Company 1978 - 1984
Skills
Life Insurance, Insurance, Fixed Annuities, Term Life Insurance, Estate Planning, Retirement Planning, Retirement, Universal Life, Series 63, Long Term Care Insurance, 401k, Series 7, Series 6, Health Insurance, Whole Life, Wealth
Education
New York University School of Law
Master of Laws (LL.M.), Taxation
Temple University - James E. Beasley School of Law
Doctor of Law (JD), Law
SUNY at Buffalo
Bachelor of Arts (B.A.), English
owR Opinion, LLC 1996 - Present
Prudential Financial 1993 - 1996
Prudential Financial 1990 - 1993
First Financial Resources 1985 - 1990
New England Financial 1984 - 1986
New York Life Insurance Company 1978 - 1984
Skills
Life Insurance, Insurance, Fixed Annuities, Term Life Insurance, Estate Planning, Retirement Planning, Retirement, Universal Life, Series 63, Long Term Care Insurance, 401k, Series 7, Series 6, Health Insurance, Whole Life, Wealth
Education
New York University School of Law
Master of Laws (LL.M.), Taxation
Temple University - James E. Beasley School of Law
Doctor of Law (JD), Law
SUNY at Buffalo
Bachelor of Arts (B.A.), English
Melissa Rensky's New England Financial Experience March 2002 - February 2004
Job Administrative/Executive Assistant
Industry Government Administration
Experience
NYC BUILD IT BACK/Superior Group September 2014 - Present
Comprehensive Center Companies April 2014 - July 2014
Macquarie Capital/ExecuSearch February 2013 - March 2013
Accenture April 2012 - September 2012
Summit Home Health Care/America Works August 2011 - November 2011
HUMAN RESOURCES ADMINISTRATION April 2011 - August 2011
CTI Metropolitan LLC Personnel Group February 2008 - November 2008
BDO SEIDMAN, LLP October 2006 - September 2007
WASHINGTON MUTUAL February 2004 - June 2006
New England Financial March 2002 - February 2004
Skills
Written and Verbal..., Event Planning, MS Office Suite, Customer Service, Time Management, Marketing Communications, Event Management, Strategic Planning
Education
BARUCH COLLEGE
B.A, Business Communications
North Shore Community College
A.A, Liberal Arts
NYC BUILD IT BACK/Superior Group September 2014 - Present
Comprehensive Center Companies April 2014 - July 2014
Macquarie Capital/ExecuSearch February 2013 - March 2013
Accenture April 2012 - September 2012
Summit Home Health Care/America Works August 2011 - November 2011
HUMAN RESOURCES ADMINISTRATION April 2011 - August 2011
CTI Metropolitan LLC Personnel Group February 2008 - November 2008
BDO SEIDMAN, LLP October 2006 - September 2007
WASHINGTON MUTUAL February 2004 - June 2006
New England Financial March 2002 - February 2004
Skills
Written and Verbal..., Event Planning, MS Office Suite, Customer Service, Time Management, Marketing Communications, Event Management, Strategic Planning
Education
BARUCH COLLEGE
B.A, Business Communications
North Shore Community College
A.A, Liberal Arts
Laurie Brunsman's New England Financial Experience January 2001 - January 2004
Job General Manager
Industry Nonprofit Organization Management
Experience
Life Success Seminars Inc. 2011 - 2012
2004 to 2008 December 2004 - December 2008
New England Financial January 2001 - January 2004
Columbus Life January 1999 - January 2001
Union Central Life January 1989 - January 1999
Education
Miami University 1982 — 1986
B.S. Business Administration, Marketing Major
Life Success Seminars Inc. 2011 - 2012
2004 to 2008 December 2004 - December 2008
New England Financial January 2001 - January 2004
Columbus Life January 1999 - January 2001
Union Central Life January 1989 - January 1999
Education
Miami University 1982 — 1986
B.S. Business Administration, Marketing Major
Matthew Canela's New England Financial Experience Fixed income traderKOTTKEMay 2009 - July 2009
Job Financial Advisor at New England Financial
Industry Financial Services
Experience
New England Financial Fixed income traderKOTTKEMay 2009 - July 2009
Education
Loyola University Chicago 1994 — 1998
Bachelor, Finance
New England Financial Fixed income traderKOTTKEMay 2009 - July 2009
Education
Loyola University Chicago 1994 — 1998
Bachelor, Finance
Irene Stathoulopoulos's New England Financial Experience April 2012 - December 2014
Job New Business Analyst at Metlife Premier Client Group of Chicago O'Hare
Industry Insurance
Experience
Metlife Premier Client Group of Chicago- O'Hare January 2015 - Present
New England Financial April 2012 - December 2014
Insurance August 2009 - June 2012
Education
Oakton Community College 2015 — 2019
Communications, Public Relations/Image Management, A
Metlife Premier Client Group of Chicago- O'Hare January 2015 - Present
New England Financial April 2012 - December 2014
Insurance August 2009 - June 2012
Education
Oakton Community College 2015 — 2019
Communications, Public Relations/Image Management, A
Trish Power-Mayhall's New England Financial Experience February 2010 - October 2011
Job Experienced Financial Services Associate
Industry Financial Services
Experience
New England Financial February 2010 - October 2011
Charles Schwab May 2008 - October 2009
Gaylor Active Money Management September 2007 - February 2008
Vanguard Group June 1999 - September 2007
Education
Michigan State University
Bachelors of Arts
New Mexico State University, Finance
Masters, Business Administration
New England Financial February 2010 - October 2011
Charles Schwab May 2008 - October 2009
Gaylor Active Money Management September 2007 - February 2008
Vanguard Group June 1999 - September 2007
Education
Michigan State University
Bachelors of Arts
New Mexico State University, Finance
Masters, Business Administration
Theresa Jacoby's New England Financial Experience April 2007 - June 2008
Job Administrative Assistant
Industry Insurance
Experience
North Star Resource Group January 2009 - May 2010
New England Financial April 2007 - June 2008
ITM Trading December 2004 - September 2006
Education
North Hennepin Community College
Administration
North Star Resource Group January 2009 - May 2010
New England Financial April 2007 - June 2008
ITM Trading December 2004 - September 2006
Education
North Hennepin Community College
Administration
Sharon L. Owsley's New England Financial Experience December 1988 - February 1996
Job BrokerAssociate at Homestead Realty
Industry Real Estate
Experience
Milwaukee Area Technical College August 1994 - Present
Homestead Realty September 1987 - Present
MATC 1986 - 2011
New England Financial December 1988 - February 1996
Century 21 Properties Ltd April 1983 - September 1987
Skills
Marketing, Contract Negotiation, Sales, Notary Public, Property, Foreclosures, Mortgage Lending, Real Estate, Investments, Leases, REO, Real Property, First Time Home Buyers, Brokerage, ABR, Buyers, Commercial Real Estate, FHA, Real Estate Development
Education
Agape Bible College 2009 — 2012
Doctor of Divinity, Theology and Christian Vocations, 4.0
Agape Bible College 2010 — 2011
Master of Christian Counseling, Christian Counseling, 4.0
Agape Bible College 2009 — 2010
Master of Theology, Theology, 4.0
Upper Iowa University 2000 — 2003
Bachelors, Business Management, 3.667
Milwaukee Area Technical College 1992 — 1994
Associates, Real Estate
Milwaukee Area Technical College August 1994 - Present
Homestead Realty September 1987 - Present
MATC 1986 - 2011
New England Financial December 1988 - February 1996
Century 21 Properties Ltd April 1983 - September 1987
Skills
Marketing, Contract Negotiation, Sales, Notary Public, Property, Foreclosures, Mortgage Lending, Real Estate, Investments, Leases, REO, Real Property, First Time Home Buyers, Brokerage, ABR, Buyers, Commercial Real Estate, FHA, Real Estate Development
Education
Agape Bible College 2009 — 2012
Doctor of Divinity, Theology and Christian Vocations, 4.0
Agape Bible College 2010 — 2011
Master of Christian Counseling, Christian Counseling, 4.0
Agape Bible College 2009 — 2010
Master of Theology, Theology, 4.0
Upper Iowa University 2000 — 2003
Bachelors, Business Management, 3.667
Milwaukee Area Technical College 1992 — 1994
Associates, Real Estate
Robert Frasca's New England Financial Experience June 1983 - June 1992
Job Actuary at Ernst & Young
Industry Insurance
Experience
Ernst & Young October 1999 - Present
Sun Life Financial June 1992 - September 1999
New England Financial June 1983 - June 1992
Education
Massachusetts Institute of Technology 1979 — 1983
SB, Mathematics, Economics
Ernst & Young October 1999 - Present
Sun Life Financial June 1992 - September 1999
New England Financial June 1983 - June 1992
Education
Massachusetts Institute of Technology 1979 — 1983
SB, Mathematics, Economics
Robert Kawa's New England Financial Experience February 2010 - July 2011
Job Account Manager at CXtec
Industry Information Technology and Services
Experience
CXtec August 2011 - Present
New England Financial February 2010 - July 2011
Ohio National Financial Services December 2007 - December 2009
Guardian Investor Services September 2007 - November 2007
HSBC Securities (USA) Inc. July 2006 - January 2007
PLANCO June 2001 - June 2006
Morgan Stanley Dean Witter August 2000 - June 2001
Keyport Life/ Liberty Funds Distributor July 1997 - August 2000
Education
Le Moyne College 1993 — 1997
Bachelor of Science, Business Administration
CXtec August 2011 - Present
New England Financial February 2010 - July 2011
Ohio National Financial Services December 2007 - December 2009
Guardian Investor Services September 2007 - November 2007
HSBC Securities (USA) Inc. July 2006 - January 2007
PLANCO June 2001 - June 2006
Morgan Stanley Dean Witter August 2000 - June 2001
Keyport Life/ Liberty Funds Distributor July 1997 - August 2000
Education
Le Moyne College 1993 — 1997
Bachelor of Science, Business Administration
Kristine Perrotti's New England Financial Experience September 2006 - December 2007
Job Customer Service Representative at U.S. Department of the Treasury
Industry Accounting
Experience
U.S. Department of the Treasury November 2013 - Present
OneAmerica Securities September 2012 - March 2014
The Moody Street Group, LLC September 2012 - March 2014
MetLife September 2008 - September 2012
Burlington Hockey and Skating Assoc September 2007 - June 2012
New England Financial September 2006 - December 2007
Putnam Investments December 1998 - June 2006
Skills
Finance, Wealth Management, Accounting, Management, Financial Services, Microsoft Office, Customer Service, Securities, PowerPoint
Education
Northeastern University 2003 — 2007
Financial Management, Finance, 3.77
U.S. Department of the Treasury November 2013 - Present
OneAmerica Securities September 2012 - March 2014
The Moody Street Group, LLC September 2012 - March 2014
MetLife September 2008 - September 2012
Burlington Hockey and Skating Assoc September 2007 - June 2012
New England Financial September 2006 - December 2007
Putnam Investments December 1998 - June 2006
Skills
Finance, Wealth Management, Accounting, Management, Financial Services, Microsoft Office, Customer Service, Securities, PowerPoint
Education
Northeastern University 2003 — 2007
Financial Management, Finance, 3.77
Joshua Stoll's New England Financial Experience May 2008 - September 2009
Job NXC Imaging
Industry Medical Devices
Experience
NXC Imaging January 2014 - Present
Comcast Business August 2013 - January 2014
Cbeyond March 2013 - August 2013
Sedgwick CMS March 2012 - March 2013
Allianz Life June 2011 - February 2012
Earthrise Consulting October 2009 - June 2011
New England Financial May 2008 - September 2009
Skills
Insurance, Fixed Annuities, Series 63, Life Insurance, Account Management, 401k, Sales, Mutual Funds, Series 7, Sales Management, Marketing, Financial Analysis, Employee Benefits, Customer Service, Securities, Investments, Pensions, Strategic Financial..., Cold Calling, Relationship Management, Microsoft Excel, Policy Analysis, Salesforce.com, Direct Sales
Education
North Dakota State University
NXC Imaging January 2014 - Present
Comcast Business August 2013 - January 2014
Cbeyond March 2013 - August 2013
Sedgwick CMS March 2012 - March 2013
Allianz Life June 2011 - February 2012
Earthrise Consulting October 2009 - June 2011
New England Financial May 2008 - September 2009
Skills
Insurance, Fixed Annuities, Series 63, Life Insurance, Account Management, 401k, Sales, Mutual Funds, Series 7, Sales Management, Marketing, Financial Analysis, Employee Benefits, Customer Service, Securities, Investments, Pensions, Strategic Financial..., Cold Calling, Relationship Management, Microsoft Excel, Policy Analysis, Salesforce.com, Direct Sales
Education
North Dakota State University
Susan Fall's New England Financial Experience 1987 - 2000
Job Editor/Proofreader/Administrative Assistant
Industry Publishing
Experience
Dr. Virginia M. Kimball, STL, STD January 2002 - Present
New England Financial 1987 - 2000
Blue Cross Blue Shield of Massachusetts July 1984 - July 1987
Skills
Data Entry, Editing, Writing, Word, Administration, Typing, Attention To Detail, Excel, Customer Service, Telephone Skills
Education
St. Joseph's College (ME) 2012 — 2013
None, Theology
Merrimack College 1996 — 1998
none, Religious Studies
Dr. Virginia M. Kimball, STL, STD January 2002 - Present
New England Financial 1987 - 2000
Blue Cross Blue Shield of Massachusetts July 1984 - July 1987
Skills
Data Entry, Editing, Writing, Word, Administration, Typing, Attention To Detail, Excel, Customer Service, Telephone Skills
Education
St. Joseph's College (ME) 2012 — 2013
None, Theology
Merrimack College 1996 — 1998
none, Religious Studies
Nathan Doerr's New England Financial Experience June 2008 - August 2008
Job Realtor Doerr
Industry Real Estate
Experience
Alexander Realty September 2011 - Present
Drive Social Media Saint Louis August 2012 - August 2013
Stifel Nicolaus January 2010 - August 2012
First Community Credit Union June 2009 - December 2009
Chic Marketing Group December 2007 - May 2009
New England Financial June 2008 - August 2008
Skills
Investments, Mortgage Lending, Customer Service, Loans, Real Estate, Time Management, Credit, Marketing, Selling, Strategic Planning, Facebook, Real Estate Transactions, Investment Properties, Negotiation, Business Development, Investors, Accounts Payable, Business Planning, Financial Analysis, Small Business, Real Estate Financing, Finance, FHA, Sales, Residential Mortgages, Residential Homes, Real Estate Development, Referrals, Property Management, Foreclosures, REO, First Time Home Buyers, Short Sales, Accounting, Real Property, Property, Sellers, Condos, Rentals, Single Family Homes, New Home Sales, Relocation, Entrepreneurship, Buyers, Luxury, Portfolio Management, Commercial Real Estate, HUD, Buyer Representation, Listings
Education
Missouri State University 2005 — 2009
BS, Finance
Alexander Realty September 2011 - Present
Drive Social Media Saint Louis August 2012 - August 2013
Stifel Nicolaus January 2010 - August 2012
First Community Credit Union June 2009 - December 2009
Chic Marketing Group December 2007 - May 2009
New England Financial June 2008 - August 2008
Skills
Investments, Mortgage Lending, Customer Service, Loans, Real Estate, Time Management, Credit, Marketing, Selling, Strategic Planning, Facebook, Real Estate Transactions, Investment Properties, Negotiation, Business Development, Investors, Accounts Payable, Business Planning, Financial Analysis, Small Business, Real Estate Financing, Finance, FHA, Sales, Residential Mortgages, Residential Homes, Real Estate Development, Referrals, Property Management, Foreclosures, REO, First Time Home Buyers, Short Sales, Accounting, Real Property, Property, Sellers, Condos, Rentals, Single Family Homes, New Home Sales, Relocation, Entrepreneurship, Buyers, Luxury, Portfolio Management, Commercial Real Estate, HUD, Buyer Representation, Listings
Education
Missouri State University 2005 — 2009
BS, Finance
B.D Simmons's New England Financial Experience January 2003 - March 2009
Job Principal at First advance LLC.
Industry Banking
Experience
First advance LLC. August 2010 - Present
First Advance LLC 2010 - 2013
New England financial January 2003 - March 2009
Education
Northeastern University
First advance LLC. August 2010 - Present
First Advance LLC 2010 - 2013
New England financial January 2003 - March 2009
Education
Northeastern University
Mark Holske's New England Financial Experience January 1993 - March 1993
Job Business Consultant at Holske Consulting LLC
Industry Logistics and Supply Chain
Experience
Holske Consulting LLC December 2013 - Present
Opera Solutions June 2010 - December 2013
Commonwealth of Massachusetts December 2006 - June 2010
Emptoris December 2000 - November 2006
Federal Home Loan Bank of Boston May 1998 - June 2000
Federal Home Loan Bank of Boston October 1995 - April 1998
Fidelity Investments February 1994 - October 1995
State Street Bank June 1992 - February 1994
New England Financial January 1993 - March 1993
First Chicago Trust Company of New York January 1991 - June 1991
Skills
Data Warehousing, Requirements Analysis, Business Analysis, Cognos, Data Analysis, Vendor Management, Oracle, SQL, Business Intelligence, Analytics, Strategy, CRM, Program Management, Enterprise Software, Project Management
Education
Northeastern University 1988 — 2003
BS, Finance, International Business
Holske Consulting LLC December 2013 - Present
Opera Solutions June 2010 - December 2013
Commonwealth of Massachusetts December 2006 - June 2010
Emptoris December 2000 - November 2006
Federal Home Loan Bank of Boston May 1998 - June 2000
Federal Home Loan Bank of Boston October 1995 - April 1998
Fidelity Investments February 1994 - October 1995
State Street Bank June 1992 - February 1994
New England Financial January 1993 - March 1993
First Chicago Trust Company of New York January 1991 - June 1991
Skills
Data Warehousing, Requirements Analysis, Business Analysis, Cognos, Data Analysis, Vendor Management, Oracle, SQL, Business Intelligence, Analytics, Strategy, CRM, Program Management, Enterprise Software, Project Management
Education
Northeastern University 1988 — 2003
BS, Finance, International Business
Len Poore's New England Financial Experience 1975 - 2001
Job Project Lead Illustration Systems MetLife
Industry Insurance
Experience
MetLife 2010 - November 2013
Dup15q Alliance 2008 - 2012
MetLife 2002 - 2009
New England Financial 1975 - 2001
Skills
Product Management, System Administration, Insurance, SDLC, Team Building, Microsoft Office, DB2, Business Analysis, Vendor Management, Visio, Requirements Analysis, Analysis, Process Improvement, Change Management
Education
Massachusetts Bay Community College 1973 — 1975
Associate's degree, Business Administration
MetLife 2010 - November 2013
Dup15q Alliance 2008 - 2012
MetLife 2002 - 2009
New England Financial 1975 - 2001
Skills
Product Management, System Administration, Insurance, SDLC, Team Building, Microsoft Office, DB2, Business Analysis, Vendor Management, Visio, Requirements Analysis, Analysis, Process Improvement, Change Management
Education
Massachusetts Bay Community College 1973 — 1975
Associate's degree, Business Administration
James Urban's New England Financial Experience October 2000 - November 2002
Job Call Center & Customer Services Director at Shoes For Crews
Industry Retail
Experience
Shoes For Crews January 2014 - Present
Shoes For Crews June 2012 - Present
AT&T Mobility / Convergys Corp. December 2010 - June 2012
AT&T Mobility/Convergys Corp. February 2011 - March 2012
U.S. Census Bureau May 2010 - September 2010
VyStar Credit Union July 2006 - November 2009
AOL November 2002 - May 2006
New England Financial October 2000 - November 2002
US Navy January 1981 - January 1991
Skills
Adult Education, Performance Management, Performance Improvement, Coaching, Training & Development, Teaching, Team Management, Team Leadership, Innovative Thinking, Financial Management, Sales Management, Customer Service, Employee Training, Leadership Development, Organizational..., Training Delivery, Strategic Planning, Team Building, Call Centers, Management, Leadership, Managerial Finance, Training, Customer Satisfaction, Process Improvement, Human Resources, Operations Management
Education
Liberty University 2012 — 2013
Master of Arts (M.A.), Management & Organizational Leadership
Shoes For Crews January 2014 - Present
Shoes For Crews June 2012 - Present
AT&T Mobility / Convergys Corp. December 2010 - June 2012
AT&T Mobility/Convergys Corp. February 2011 - March 2012
U.S. Census Bureau May 2010 - September 2010
VyStar Credit Union July 2006 - November 2009
AOL November 2002 - May 2006
New England Financial October 2000 - November 2002
US Navy January 1981 - January 1991
Skills
Adult Education, Performance Management, Performance Improvement, Coaching, Training & Development, Teaching, Team Management, Team Leadership, Innovative Thinking, Financial Management, Sales Management, Customer Service, Employee Training, Leadership Development, Organizational..., Training Delivery, Strategic Planning, Team Building, Call Centers, Management, Leadership, Managerial Finance, Training, Customer Satisfaction, Process Improvement, Human Resources, Operations Management
Education
Liberty University 2012 — 2013
Master of Arts (M.A.), Management & Organizational Leadership
Robby Bolcar's New England Financial Experience June 2009 - August 2009
Job Assistant Digital Media Strategist at OMD USA
Industry Online Media
Experience
OMD USA September 2015 - Present
R. Seelaus & Co., Inc. March 2014 - November 2014
Tullett Prebon March 2011 - March 2014
CampusAmp July 2010 - March 2011
New England Financial June 2009 - August 2009
Skills
Investments, Retirement Planning, Mutual Funds, Financial Analysis, Banking, Equities, Strategic Financial..., Portfolio Management, Financial Services, Credit, Wealth Management, Securities, Trading, Financial Markets, Fixed Income, Microsoft Excel, PowerPoint, Sales, Microsoft Office, Finance, Bloomberg, Capital Markets, Series 7
Education
Lehigh University 2007 — 2010
Bachelor's degree, Finance, General
OMD USA September 2015 - Present
R. Seelaus & Co., Inc. March 2014 - November 2014
Tullett Prebon March 2011 - March 2014
CampusAmp July 2010 - March 2011
New England Financial June 2009 - August 2009
Skills
Investments, Retirement Planning, Mutual Funds, Financial Analysis, Banking, Equities, Strategic Financial..., Portfolio Management, Financial Services, Credit, Wealth Management, Securities, Trading, Financial Markets, Fixed Income, Microsoft Excel, PowerPoint, Sales, Microsoft Office, Finance, Bloomberg, Capital Markets, Series 7
Education
Lehigh University 2007 — 2010
Bachelor's degree, Finance, General
James Molloy's New England Financial Experience 1998 - 2000
Job Supervisor Campus Safety at Pine Manor College
Industry Higher Education
Experience
Pine Manor College August 2006 - November 2014
Comcast Cable 1997 - 2004
New England Financial 1998 - 2000
Boston Electronic Cash Register 1995 - 1998
Post Tron Systems 1986 - 1990
Commonwealth of Massachusetts 1981 - 1983
Skills
Public Speaking, Research, Teaching, Account Management, Customer Service, Event Planning, Higher Education, Microsoft Office, Negotiation, New Business Development, PowerPoint, Social Media, Social Media Marketing, Program Development
Education
Norwich University 1977 — 1978
Physical Education
Pine Manor College August 2006 - November 2014
Comcast Cable 1997 - 2004
New England Financial 1998 - 2000
Boston Electronic Cash Register 1995 - 1998
Post Tron Systems 1986 - 1990
Commonwealth of Massachusetts 1981 - 1983
Skills
Public Speaking, Research, Teaching, Account Management, Customer Service, Event Planning, Higher Education, Microsoft Office, Negotiation, New Business Development, PowerPoint, Social Media, Social Media Marketing, Program Development
Education
Norwich University 1977 — 1978
Physical Education
Hadley Nasshorn's New England Financial Experience January 1998 - 2008
Job President at Par Green Landscaping
Industry Insurance
Experience
ITG Group Benefits Group January 2010 - Present
Par Green Landscaping January 2004 - Present
Long Island Tree Care August 2004 - December 2013
New England Financial January 1998 - 2008
Skills
Marketing Strategy, Insurance Policies, Long Term Care Insurance, Life Insurance, Financial Advisory, Estate Planning, Disability Insurance, Group Benefit Plans, Term Life Insurance, Health Insurance, Fixed Annuities, Employee Benefits, Long-term Care, Strategic Planning, Small Business, Whole Life, Insurance, Universal Life, Retirement Planning, Leadership, Retirement, Health Savings Accounts, Sales, Property & Casualty..., Medicare, 401k, Brokers, Financial Planners, Accident, IRAs, Legal Liability, Critical Illness, Casualty, Underwriting, Umbrella Insurance, Insurance Brokerage, Commercial Insurance, Workers Compensation, Series 6
Education
Marist College 1995 — 1998
Bachelor of Science (BS), Behavioral Sciences, 3.5 GPA
North wood School 1991 — 1993
General, Fine/Studio Arts, General, 12
ITG Group Benefits Group January 2010 - Present
Par Green Landscaping January 2004 - Present
Long Island Tree Care August 2004 - December 2013
New England Financial January 1998 - 2008
Skills
Marketing Strategy, Insurance Policies, Long Term Care Insurance, Life Insurance, Financial Advisory, Estate Planning, Disability Insurance, Group Benefit Plans, Term Life Insurance, Health Insurance, Fixed Annuities, Employee Benefits, Long-term Care, Strategic Planning, Small Business, Whole Life, Insurance, Universal Life, Retirement Planning, Leadership, Retirement, Health Savings Accounts, Sales, Property & Casualty..., Medicare, 401k, Brokers, Financial Planners, Accident, IRAs, Legal Liability, Critical Illness, Casualty, Underwriting, Umbrella Insurance, Insurance Brokerage, Commercial Insurance, Workers Compensation, Series 6
Education
Marist College 1995 — 1998
Bachelor of Science (BS), Behavioral Sciences, 3.5 GPA
North wood School 1991 — 1993
General, Fine/Studio Arts, General, 12
Anne Phillips's New England Financial Experience September 1998 - September 2000
Job Imaging Assistant at AAA Life Insurance Company
Industry Insurance
Experience
AAA Life Insurance Company September 2000 - Present
New England Financial September 1998 - September 2000
Northwestern Mutual Life September 1994 - September 1998
Skills
All aspects of a..., Employee Training
Education
Macomb Community College
Associate's degree, Marketing/Merchandising
AAA Life Insurance Company September 2000 - Present
New England Financial September 1998 - September 2000
Northwestern Mutual Life September 1994 - September 1998
Skills
All aspects of a..., Employee Training
Education
Macomb Community College
Associate's degree, Marketing/Merchandising
Ellen Woodson's New England Financial Experience September 1978 - April 2001
Job ASRII at Boston Medical Center (BMC)
Industry Hospital & Health Care
Experience
Boston Medical Center (BMC) ASRIIBoston Medical Center
Harvard Vanguard Medical Associates July 2007 - September 2012
Beth Israel Deaconess Medical Center July 2006 - July 2007
Boston Medical Center (BMC) December 2001 - June 2006
New England Financial September 1978 - April 2001
Education
Bryman Institute 2000 — 2001
Medical Assistant Certificate, Medical/Clinical Assistant
Newbury College 1983 — 1984
None, Marketing Liberal Arts Program, Freshman
Jeremiah E. Burke High School 1978 — 1981
Dipolma, Business Administration and Management, General, 12
Boston Medical Center (BMC) ASRIIBoston Medical Center
Harvard Vanguard Medical Associates July 2007 - September 2012
Beth Israel Deaconess Medical Center July 2006 - July 2007
Boston Medical Center (BMC) December 2001 - June 2006
New England Financial September 1978 - April 2001
Education
Bryman Institute 2000 — 2001
Medical Assistant Certificate, Medical/Clinical Assistant
Newbury College 1983 — 1984
None, Marketing Liberal Arts Program, Freshman
Jeremiah E. Burke High School 1978 — 1981
Dipolma, Business Administration and Management, General, 12
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO