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
Alex Jansen Alex Jansen's New England Financial Experience March 2012 - June 2014
Job Financial Advisor at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates June 2014 - Present
New England Financial March 2012 - June 2014
Mass Mutual May 2010 - March 2012
Southwestern University August 2009 - May 2010
Southwestern University November 2008 - May 2010
Skills
Financial Analysis, IRA..., Investments, Multi-generational..., 401k Rollovers, Retirement Funding..., Business Succession..., Asset Allocation, Executive Benefit..., 401k, Group Benefit Plans, Mutual Funds, Wealth Management, Wealth Preservation...
Education
Southwestern University 2006 — 2010
BA, Economics
Raymond James & Associates June 2014 - Present
New England Financial March 2012 - June 2014
Mass Mutual May 2010 - March 2012
Southwestern University August 2009 - May 2010
Southwestern University November 2008 - May 2010
Skills
Financial Analysis, IRA..., Investments, Multi-generational..., 401k Rollovers, Retirement Funding..., Business Succession..., Asset Allocation, Executive Benefit..., 401k, Group Benefit Plans, Mutual Funds, Wealth Management, Wealth Preservation...
Education
Southwestern University 2006 — 2010
BA, Economics
Howard Hafetz, Clu, Chfc Howard Hafetz, Clu, Chfc's New England Financial Experience 2005 - 2009
Job Financial Services
Industry Financial Services
Experience
HMHFinancial Services January 2011 - Present
HMH Financial Services January 2011 - June 2011
HMH Financial Services 1983 - 2011
New England Financial 2005 - 2009
Skills
Investment Advisory, Fixed Annuities, Retirement Planning, Life Insurance, Business Development, Insurance, Small Business, Strategic Financial..., Retirement, Wealth Management, Marketing, Investments, Long-term Care, Whole Life, Universal Life, IRAs, Disability Insurance, Financial Advisory, Financial Planners, Wealth, Financial Planning
Education
The American College 1987 — 1988
Clu, ChFc, Financial Services
Penn State University 1970 — 1974
BS, Marketing
HMHFinancial Services January 2011 - Present
HMH Financial Services January 2011 - June 2011
HMH Financial Services 1983 - 2011
New England Financial 2005 - 2009
Skills
Investment Advisory, Fixed Annuities, Retirement Planning, Life Insurance, Business Development, Insurance, Small Business, Strategic Financial..., Retirement, Wealth Management, Marketing, Investments, Long-term Care, Whole Life, Universal Life, IRAs, Disability Insurance, Financial Advisory, Financial Planners, Wealth, Financial Planning
Education
The American College 1987 — 1988
Clu, ChFc, Financial Services
Penn State University 1970 — 1974
BS, Marketing
Josh Sands Josh Sands's New England Financial Experience November 2008 - September 2013
Job Wealth Advisor at Core Wealth Planning
Industry Financial Services
Experience
Core Wealth Planning September 2013 - Present
New England Financial November 2008 - September 2013
US First Energy 2006 - 2007
United American Insurance 2005 - 2006
Skills
Investment Strategies, Finance, Retirement Planning, Estate Planning, Retirement, FINRA, Financial Planners, Small Business, Wealth Accumulation, Securities, Series 7, Mutual Funds
Education
Purdue University 2004 — 2006
Bachelor of science, Business management
Munster
Core Wealth Planning September 2013 - Present
New England Financial November 2008 - September 2013
US First Energy 2006 - 2007
United American Insurance 2005 - 2006
Skills
Investment Strategies, Finance, Retirement Planning, Estate Planning, Retirement, FINRA, Financial Planners, Small Business, Wealth Accumulation, Securities, Series 7, Mutual Funds
Education
Purdue University 2004 — 2006
Bachelor of science, Business management
Munster
Robert A. Egan's New England Financial Experience December 2007 - August 2011
Job Managing Partner at Tobia & Hillyer Financial Services, LLC
Industry Financial Services
Experience
Tobia & Hillyer Financial Services, LLC August 2011 - Present
New England Financial December 2007 - August 2011
Franklin Hamilton, LLC January 2006 - November 2007
Hold Brothers Capital, LLC 2005 - 2005
Smith Barney January 2004 - June 2004
Skills
Finance, Financial Services, Estate Planning, Portfolio Management, Investment Advisory, Risk Management, Insurance, Wealth Management, Mergers & Acquisitions, Wealth Accumulation, Financial Advisory, Wealth Preservation..., Acquisitions, Equities, Financial Planning, Mergers, Strategic Financial...
Education
Seton Hall University 2001 — 2004
Bachelor of Science in Business Administration, Finance, Marketing
Bergen Catholic 1996 — 2000
Tobia & Hillyer Financial Services, LLC August 2011 - Present
New England Financial December 2007 - August 2011
Franklin Hamilton, LLC January 2006 - November 2007
Hold Brothers Capital, LLC 2005 - 2005
Smith Barney January 2004 - June 2004
Skills
Finance, Financial Services, Estate Planning, Portfolio Management, Investment Advisory, Risk Management, Insurance, Wealth Management, Mergers & Acquisitions, Wealth Accumulation, Financial Advisory, Wealth Preservation..., Acquisitions, Equities, Financial Planning, Mergers, Strategic Financial...
Education
Seton Hall University 2001 — 2004
Bachelor of Science in Business Administration, Finance, Marketing
Bergen Catholic 1996 — 2000
Jill Verbin's New England Financial Experience 2007 - 2008
Job Executive Director, The Beaches Treatment Center
Industry Professional Training & Coaching
Experience
New Foundations Living April 2013 - Present
S.T.E.P. December 2011 - Present
Insight to Recovery 2012 - 2013
IAUSGC August 2011 - March 2012
Florida SBDC 2011 - 2012
Glicks Kosher Market 2009 - December 2011
Gold Coast Builders Association 2008 - 2009
New England Financial 2007 - 2008
Keystone Property Group 2002 - 2005
Skills
Public Speaking, Strategic Planning, Non-profits, Microsoft Office, Community Outreach, Customer Service, Advertising, Coaching, Program Development, Event Management, Public Relations, Fundraising, Team Building, Nonprofits, Job Search, Marketing Communications, Microsoft Word, Marketing Strategy, Leadership, Contract Negotiation, Resume, Social Networking, Program Management, Training, Management, Social Media, Sales, Leadership Development, Problem Solving, Interviews, New Business Development, Budgets, Organizational..., Marketing, Editing, Writing, Sales Management, Social Media Marketing, Research, Personal Development, Staff Development, Recruiting, Volunteer Management, Career Counseling, Entrepreneurship, Resume Writing, Workshop Facilitation, Social Services, Job Coaching, Grant Writing
Education
Penn State University 1968 — 1971
BA, History
New Foundations Living April 2013 - Present
S.T.E.P. December 2011 - Present
Insight to Recovery 2012 - 2013
IAUSGC August 2011 - March 2012
Florida SBDC 2011 - 2012
Glicks Kosher Market 2009 - December 2011
Gold Coast Builders Association 2008 - 2009
New England Financial 2007 - 2008
Keystone Property Group 2002 - 2005
Skills
Public Speaking, Strategic Planning, Non-profits, Microsoft Office, Community Outreach, Customer Service, Advertising, Coaching, Program Development, Event Management, Public Relations, Fundraising, Team Building, Nonprofits, Job Search, Marketing Communications, Microsoft Word, Marketing Strategy, Leadership, Contract Negotiation, Resume, Social Networking, Program Management, Training, Management, Social Media, Sales, Leadership Development, Problem Solving, Interviews, New Business Development, Budgets, Organizational..., Marketing, Editing, Writing, Sales Management, Social Media Marketing, Research, Personal Development, Staff Development, Recruiting, Volunteer Management, Career Counseling, Entrepreneurship, Resume Writing, Workshop Facilitation, Social Services, Job Coaching, Grant Writing
Education
Penn State University 1968 — 1971
BA, History
Rick Kester Rick Kester's New England Financial Experience December 2003 - August 2004
Job Manager, InsuranceLife and Annuity at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2014 - Present
National Life Group November 2009 - May 2014
MetLife 2004 - 2009
New England Financial December 2003 - August 2004
US Navy Reserve September 1998 - March 2002
US Navy September 1994 - July 1999
Skills
Series 6, Series 63, Series 26, Fixed Annuities, Variable Annuities, Indexed Annuities, Partner Relationship..., Operational Efficiency, FINRA, Retirement Planning
Education
Southern Nazarene University 2006 — 2008
Master of Business Administration (MBA), Finance, General
Southern Nazarene University 2002 — 2003
Bachelor of Applied Science (B.A.Sc.), Organizational Leadership
New York Life Insurance Company June 2014 - Present
National Life Group November 2009 - May 2014
MetLife 2004 - 2009
New England Financial December 2003 - August 2004
US Navy Reserve September 1998 - March 2002
US Navy September 1994 - July 1999
Skills
Series 6, Series 63, Series 26, Fixed Annuities, Variable Annuities, Indexed Annuities, Partner Relationship..., Operational Efficiency, FINRA, Retirement Planning
Education
Southern Nazarene University 2006 — 2008
Master of Business Administration (MBA), Finance, General
Southern Nazarene University 2002 — 2003
Bachelor of Applied Science (B.A.Sc.), Organizational Leadership
Sean Richardson's New England Financial Experience January 2007 - September 2009
Job Account Manager at Basys Processing Inc.
Industry Financial Services
Experience
Basys Processing September 2014 - Present
Freightquote November 2011 - September 2014
Freightquote September 2009 - November 2011
New England Financial January 2007 - September 2009
Minnesota Twins June 2005 - May 2006
Skills
Cold Calling, Account Management, Sales, Sales Process, Sales Management, Salesforce.com, B2B, Direct Sales, Sales Operations, New Business Development, Selling, Sales Presentations, Customer Service, Logistics, Customer Retention, Mentoring, Leadership
Education
The University of Kansas 2003 — 2005
Bachelor's Degree, Communications
Palomar College 2001 — 2003
Associate's degree
Basys Processing September 2014 - Present
Freightquote November 2011 - September 2014
Freightquote September 2009 - November 2011
New England Financial January 2007 - September 2009
Minnesota Twins June 2005 - May 2006
Skills
Cold Calling, Account Management, Sales, Sales Process, Sales Management, Salesforce.com, B2B, Direct Sales, Sales Operations, New Business Development, Selling, Sales Presentations, Customer Service, Logistics, Customer Retention, Mentoring, Leadership
Education
The University of Kansas 2003 — 2005
Bachelor's Degree, Communications
Palomar College 2001 — 2003
Associate's degree
Luis DaCosta, CFP® Luis DaCosta, CFP®'s New England Financial Experience June 2001 - December 2004
Job Certified Financial Planner™
Industry Financial Services
Experience
LPL Financial January 2005 - Present
New England Financial June 2001 - December 2004
Education
Rutgers University-New Brunswick 1997 — 2001
Bachelors, Mathematics
Westfield High School 1993 — 1997
Soehl Middle School
LPL Financial January 2005 - Present
New England Financial June 2001 - December 2004
Education
Rutgers University-New Brunswick 1997 — 2001
Bachelors, Mathematics
Westfield High School 1993 — 1997
Soehl Middle School
Stephen (Steve) Pauze's New England Financial Experience March 2010 - October 2010
Job Business Development
Industry Individual & Family Services
Experience
Dignity Memorial Funeral Homes, Service Corp. Int. (SCI) May 2014 - May 2015
WorldPay April 2013 - April 2014
Steve Pauze Insurance Agency (Farmers Insurance) February 2012 - May 2013
Texas Investment Management April 2011 - June 2012
New England Financial March 2010 - October 2010
AXA February 2006 - February 2010
Pauze Asset Management October 1997 - January 2006
United States Army and Reserves October 1988 - October 1994
Skills
Retirement Planning, Insurance, Investments, Financial Advisory, Retirement, Investment Advisory, Wealth Management, Strategic Financial..., Estate Planning, Life Insurance, Series 7, Mutual Funds, Strategic Planning, Asset Allocation, IRAs, Investment Strategies, Long-term Care, Pensions, Wealth Accumulation, FINRA Series...
Education
Texas Tech University 2001 — 2006
BS, Financial Planning
Richmond, The American International University in London 1993 — 1993
Certificate, Economics
Westfield H.S., Spring ISD 1985 — 1986
Dignity Memorial Funeral Homes, Service Corp. Int. (SCI) May 2014 - May 2015
WorldPay April 2013 - April 2014
Steve Pauze Insurance Agency (Farmers Insurance) February 2012 - May 2013
Texas Investment Management April 2011 - June 2012
New England Financial March 2010 - October 2010
AXA February 2006 - February 2010
Pauze Asset Management October 1997 - January 2006
United States Army and Reserves October 1988 - October 1994
Skills
Retirement Planning, Insurance, Investments, Financial Advisory, Retirement, Investment Advisory, Wealth Management, Strategic Financial..., Estate Planning, Life Insurance, Series 7, Mutual Funds, Strategic Planning, Asset Allocation, IRAs, Investment Strategies, Long-term Care, Pensions, Wealth Accumulation, FINRA Series...
Education
Texas Tech University 2001 — 2006
BS, Financial Planning
Richmond, The American International University in London 1993 — 1993
Certificate, Economics
Westfield H.S., Spring ISD 1985 — 1986
Melanie Littlefield Melanie Littlefield's New England Financial Experience May 1997 - September 1998
Job Accounts Receivable Specialist at Objet Geometries
Industry Accounting
Experience
Objet Geometries January 2009 - January 2012
Massachusetts Health and Educational Facilities Authority January 1999 - October 2005
New England Financial May 1997 - September 1998
Skills
Cash Receipts, Accounts Receivable, Deposits, Journal Entries, Wire, Payments, Invoicing, Oracle Applications, Adjustments, Account Reconciliation, Accounts Payable, Great Plains, Payroll, Excel, Payroll Taxes, Revenue Recognition, Great Plains Software, Microsoft Excel, Accounting, Oracle, Microsoft Office, Microsoft Word, Tax
Education
Salem State University 1992 — 1996
Bachelor's Degree, Business, Minor in Accounting
Objet Geometries January 2009 - January 2012
Massachusetts Health and Educational Facilities Authority January 1999 - October 2005
New England Financial May 1997 - September 1998
Skills
Cash Receipts, Accounts Receivable, Deposits, Journal Entries, Wire, Payments, Invoicing, Oracle Applications, Adjustments, Account Reconciliation, Accounts Payable, Great Plains, Payroll, Excel, Payroll Taxes, Revenue Recognition, Great Plains Software, Microsoft Excel, Accounting, Oracle, Microsoft Office, Microsoft Word, Tax
Education
Salem State University 1992 — 1996
Bachelor's Degree, Business, Minor in Accounting
Brittney Gould's New England Financial Experience May 2009 - August 2009
Job Relationship Manager at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services Relationship ManagerJohn Hancock Financial ServicesAugust 2015 - Present
John Hancock Life Insurance Company (U.S.A.) 2010 - Present
New England Financial May 2009 - August 2009
New England Financial May 2008 - May 2009
Skills
Series 7, Investments, Employee Benefits, Strategic Financial..., Series 63, Mutual Funds, Series 6, 401k, Retirement, Retirement Planning, FINRA, Asset Allocation, Wealth Management, Defined Contribution, Profit Sharing, Qualified Retirement..., Sales Presentations, Defined Benefit, Retirement Plan..., Fixed Annuities
Education
Saint Anselm College 2006 — 2010
Psychology
John Hancock Financial Services Relationship ManagerJohn Hancock Financial ServicesAugust 2015 - Present
John Hancock Life Insurance Company (U.S.A.) 2010 - Present
New England Financial May 2009 - August 2009
New England Financial May 2008 - May 2009
Skills
Series 7, Investments, Employee Benefits, Strategic Financial..., Series 63, Mutual Funds, Series 6, 401k, Retirement, Retirement Planning, FINRA, Asset Allocation, Wealth Management, Defined Contribution, Profit Sharing, Qualified Retirement..., Sales Presentations, Defined Benefit, Retirement Plan..., Fixed Annuities
Education
Saint Anselm College 2006 — 2010
Psychology
Kanwal Malik Kanwal Malik's New England Financial Experience June 2011 - September 2014
Job Marketing Assistant at SunEdison
Industry Renewables & Environment
Experience
Mercedes-Benz USA April 2014 - Present
SunEdison March 2015 - Present
Palo Alto Medical Foundation September 2014 - February 2015
New England Financial June 2011 - September 2014
Johnston Research Group 2011 - 2012
Skills
Telephone Skills, Research, Administration, Office Management, Data Entry, Organization, Office Administration, Customer Service, Social Networking, Business Correspondence, Phone Skills, Filing, CRM, Organizational..., Administrative..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Public Speaking, Event Planning
Education
SFSU 2010 — 2014
Bachelor of Science (B.S.), Physiology, General
Mercedes-Benz USA April 2014 - Present
SunEdison March 2015 - Present
Palo Alto Medical Foundation September 2014 - February 2015
New England Financial June 2011 - September 2014
Johnston Research Group 2011 - 2012
Skills
Telephone Skills, Research, Administration, Office Management, Data Entry, Organization, Office Administration, Customer Service, Social Networking, Business Correspondence, Phone Skills, Filing, CRM, Organizational..., Administrative..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Public Speaking, Event Planning
Education
SFSU 2010 — 2014
Bachelor of Science (B.S.), Physiology, General
Brian Brandt's New England Financial Experience May 2001 - February 2005
Job Regional Managing Director
Industry Financial Services
Experience
Principal Financial Group February 2005 - Present
New England Financial May 2001 - February 2005
Prudential 1995 - 2001
Education
The American College 1997 — 2006
Chartered Leadership Fellow, Chartered Financial Consultant, Chartered Life Underwriter
Simpson College 1991 — 1995
Bachelor of Arts (B.A.), Economics / Finance
Principal Financial Group February 2005 - Present
New England Financial May 2001 - February 2005
Prudential 1995 - 2001
Education
The American College 1997 — 2006
Chartered Leadership Fellow, Chartered Financial Consultant, Chartered Life Underwriter
Simpson College 1991 — 1995
Bachelor of Arts (B.A.), Economics / Finance
Dane McLaughlin's New England Financial Experience July 2009 - September 2010
Job Territory Sales Manager at Central Steel & Wire
Industry Mining & Metals
Experience
Central Steel & Wire Co. July 2014 - Present
Central Steel & Wire July 2011 - Present
Arbor Research and Trading September 2010 - July 2011
New England Financial July 2009 - September 2010
Career Builder.com February 2008 - July 2008
Skills
Series 7, Series 63, Sales, Market Research, Marketing, Financial Advisory, Retirement Planning, Series 6, Project Management, Closing Contracts, Contract Negotiation, Inventory Management, Microsoft Office, Cold Calling, Pricing, Negotiation, Finance, Customer Service, Trading, Strategy, New Business Development, Sales Management, Account Management, Fixed Income, Logistics, Sales Operations, Purchasing, Customer Satisfaction, Strategic Planning, Cold Calling Experience
Education
Southern Illinois University, Carbondale 2003 — 2007
Bachelor's of Science, Marketing
Marian Central Catholic High School 1999 — 2003
Central Steel & Wire Co. July 2014 - Present
Central Steel & Wire July 2011 - Present
Arbor Research and Trading September 2010 - July 2011
New England Financial July 2009 - September 2010
Career Builder.com February 2008 - July 2008
Skills
Series 7, Series 63, Sales, Market Research, Marketing, Financial Advisory, Retirement Planning, Series 6, Project Management, Closing Contracts, Contract Negotiation, Inventory Management, Microsoft Office, Cold Calling, Pricing, Negotiation, Finance, Customer Service, Trading, Strategy, New Business Development, Sales Management, Account Management, Fixed Income, Logistics, Sales Operations, Purchasing, Customer Satisfaction, Strategic Planning, Cold Calling Experience
Education
Southern Illinois University, Carbondale 2003 — 2007
Bachelor's of Science, Marketing
Marian Central Catholic High School 1999 — 2003
Brady Elliott Brady Elliott's New England Financial Experience 2008 - 2009
Job Associate Client Sales Manager at Equity Management Inc.
Industry Marketing and Advertising
Experience
Equity Management Inc. May 2010 - Present
Ameriprise Financial Services, Inc. 2009 - 2010
New England Financial 2008 - 2009
Skills
New Business Development, Licensing, License Acquisition, Strategic Partnerships, Intellectual Property, Start-ups, Sales, Contract Negotiation, Strategic Planning, Trade Secrets, Competitive Analysis, Financial Analysis, B2B, Account Management, Brand Management, Marketing Strategy
Education
Point Loma Nazarene University 2008 — 2010
Bachelor of Arts (B.A.), Finance, General, Magna Cum Laude
Equity Management Inc. May 2010 - Present
Ameriprise Financial Services, Inc. 2009 - 2010
New England Financial 2008 - 2009
Skills
New Business Development, Licensing, License Acquisition, Strategic Partnerships, Intellectual Property, Start-ups, Sales, Contract Negotiation, Strategic Planning, Trade Secrets, Competitive Analysis, Financial Analysis, B2B, Account Management, Brand Management, Marketing Strategy
Education
Point Loma Nazarene University 2008 — 2010
Bachelor of Arts (B.A.), Finance, General, Magna Cum Laude
Jason Vigilante's New England Financial Experience March 2003 - January 2007
Job Regional Consultant at Direxion Investments
Industry Financial Services
Experience
Direxion Investments June 2013 - Present
Neuberger Berman April 2012 - June 2013
Allianz Global Investors February 2007 - February 2012
New England Financial March 2003 - January 2007
First Investors Corporation July 2002 - March 2003
Skills
Series 3, Series 7, Series 63, Series 65, ETFs, Mutual Funds, Internal Sales SMA..., CIMA candidate, Finance, Investments, Separately Managed..., Alternative Investments, Asset Allocation, FINRA, Equities, Asset Management, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2002
Bachelor of Arts, Economics
Seton Hall University 1996 — 1999
Direxion Investments June 2013 - Present
Neuberger Berman April 2012 - June 2013
Allianz Global Investors February 2007 - February 2012
New England Financial March 2003 - January 2007
First Investors Corporation July 2002 - March 2003
Skills
Series 3, Series 7, Series 63, Series 65, ETFs, Mutual Funds, Internal Sales SMA..., CIMA candidate, Finance, Investments, Separately Managed..., Alternative Investments, Asset Allocation, FINRA, Equities, Asset Management, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2002
Bachelor of Arts, Economics
Seton Hall University 1996 — 1999
Josh McCauley's New England Financial Experience June 2008 - August 2008
Job Claim Representative at EMC Insurance
Industry Insurance
Experience
EMC Insurance Companies May 2015 - Present
Farmers Insurance July 2014 - April 2015
All Seasons Express LLC June 2013 - July 2014
State Farm January 2012 - May 2013
New England Financial June 2008 - August 2008
Skills
Customer Satisfaction, Inventory Management, Property & Casualty..., Financial Planning, Insurance Claims, Customer Service, Logistics Management, Casualty Insurance, Leadership, Claim
Education
Olivet College
Bachelor's Degree, Business Administration
EMC Insurance Companies May 2015 - Present
Farmers Insurance July 2014 - April 2015
All Seasons Express LLC June 2013 - July 2014
State Farm January 2012 - May 2013
New England Financial June 2008 - August 2008
Skills
Customer Satisfaction, Inventory Management, Property & Casualty..., Financial Planning, Insurance Claims, Customer Service, Logistics Management, Casualty Insurance, Leadership, Claim
Education
Olivet College
Bachelor's Degree, Business Administration
Ben Herrington's New England Financial Experience September 2000 - February 2003
Job Financial Services Professional
Industry Financial Services
Experience
Commercial Bank August 2009 - Present
Beneficial Finance February 2008 - June 2009
Citizens Bank April 2003 - January 2008
New England Financial September 2000 - February 2003
Prudential Financial July 1992 - August 2000
Tangi Office Machines January 1979 - June 1992
Skills
Insurance, Management, Financial Services, Human Resources, Training, Sales, Sales Management, Sales Operations
Education
Baker College
Bachelor of Arts (BA), Finance and Management
Southeastern Louisiana University
Associate's degree, Marketing
Commercial Bank August 2009 - Present
Beneficial Finance February 2008 - June 2009
Citizens Bank April 2003 - January 2008
New England Financial September 2000 - February 2003
Prudential Financial July 1992 - August 2000
Tangi Office Machines January 1979 - June 1992
Skills
Insurance, Management, Financial Services, Human Resources, Training, Sales, Sales Management, Sales Operations
Education
Baker College
Bachelor of Arts (BA), Finance and Management
Southeastern Louisiana University
Associate's degree, Marketing
Brandon Nobile Brandon Nobile's New England Financial Experience November 2011 - February 2012
Job Investments Rep at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
BNY Mellon March 2012 - December 2012
New England Financial November 2011 - February 2012
PNC Investments May 2011 - October 2011
PNC February 2010 - May 2011
Pep Boys Auto August 2005 - February 2010
ServiceLink April 2009 - September 2009
Combined Insurance Company of America September 2008 - February 2009
Skills
Financial Services, Customer Service, Insurance, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Banking, Credit, Retirement, Strategic Financial..., Sales, Customer Satisfaction, Customer Engagement, Customer Support, Investment Banking, Investment Advisory, Investment Strategies, Financial Reporting, Financial Analysis, Financial Accounting, Direct Sales, Sales Presentations, Sales Management, Client, Client Education, Client Development, Customer Retention, Customer Acquisition, Financial Advisory, Finance, Relationship Management, Securities, Asset Management
Education
Point Park University 2011 — 2013
MBA, Management
Penn State University 2003 — 2009
B.S., Management and Marketing
Fidelity Investments December 2012 - Present
BNY Mellon March 2012 - December 2012
New England Financial November 2011 - February 2012
PNC Investments May 2011 - October 2011
PNC February 2010 - May 2011
Pep Boys Auto August 2005 - February 2010
ServiceLink April 2009 - September 2009
Combined Insurance Company of America September 2008 - February 2009
Skills
Financial Services, Customer Service, Insurance, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Banking, Credit, Retirement, Strategic Financial..., Sales, Customer Satisfaction, Customer Engagement, Customer Support, Investment Banking, Investment Advisory, Investment Strategies, Financial Reporting, Financial Analysis, Financial Accounting, Direct Sales, Sales Presentations, Sales Management, Client, Client Education, Client Development, Customer Retention, Customer Acquisition, Financial Advisory, Finance, Relationship Management, Securities, Asset Management
Education
Point Park University 2011 — 2013
MBA, Management
Penn State University 2003 — 2009
B.S., Management and Marketing
Christine MacIntosh Christine MacIntosh's New England Financial Experience May 2007 - April 2009
Job Project Coordinator Assistant Property Manager at Arvana Incorporated
Industry Computer Networking
Experience
Arvana Incorporated June 2013 - Present
Charity Sales 4 Children May 2006 - Present
Lightning Technology Group March 2011 - July 2013
US Federal Government April 2010 - July 2010
New England Financial May 2007 - April 2009
Advantage Business Products, Inc November 2004 - June 2006
Hurley Mat Corporation September 2003 - February 2005
Travelers Insurance Company January 1988 - January 1995
Skills
Troubleshooting, Windows, Security, Disaster Recovery, Databases, Spam Filtering, Project Management, Six Sigma, Product Marketing, Email Marketing, Social Media, Research, Management, Team Building
Education
University of South Florida 2012 — 2012
Project Management, Lean Six Sigma
St. Petersburg College 1981 — 1983
Associate of Science (A.S.)
St. Pete Vocational-Technical Dental Assisting 1980 — 1981
Certified Dental Assistant, Dentistry
Boca Ciega High School
Arvana Incorporated June 2013 - Present
Charity Sales 4 Children May 2006 - Present
Lightning Technology Group March 2011 - July 2013
US Federal Government April 2010 - July 2010
New England Financial May 2007 - April 2009
Advantage Business Products, Inc November 2004 - June 2006
Hurley Mat Corporation September 2003 - February 2005
Travelers Insurance Company January 1988 - January 1995
Skills
Troubleshooting, Windows, Security, Disaster Recovery, Databases, Spam Filtering, Project Management, Six Sigma, Product Marketing, Email Marketing, Social Media, Research, Management, Team Building
Education
University of South Florida 2012 — 2012
Project Management, Lean Six Sigma
St. Petersburg College 1981 — 1983
Associate of Science (A.S.)
St. Pete Vocational-Technical Dental Assisting 1980 — 1981
Certified Dental Assistant, Dentistry
Boca Ciega High School
Steve Lavendier Steve Lavendier's New England Financial Experience August 1994 - January 2003
Job Business to Business Sales and Lead Generation
Industry Outsourcing/Offshoring
Experience
Direct Teleservices, Inc. January 2003 - Present
New England Financial August 1994 - January 2003
Dakotah Direct June 1993 - August 1994
Education
San Diego State University-California State University
Trinity High School
Direct Teleservices, Inc. January 2003 - Present
New England Financial August 1994 - January 2003
Dakotah Direct June 1993 - August 1994
Education
San Diego State University-California State University
Trinity High School
Dennis DeWitt Dennis DeWitt's New England Financial Experience 1984 - 2004
Job DeWitt Financial Services / Investment Advisor Representative Transamerica Financial
Industry Financial Services
Experience
Transamerica 2004 - Present
New England Financial 1984 - 2004
Education
Pennsylvania College of Technology
Wyalusing High School
Transamerica 2004 - Present
New England Financial 1984 - 2004
Education
Pennsylvania College of Technology
Wyalusing High School
Elsie Ewing Elsie Ewing's New England Financial Experience 1997 - 2005
Job Associate General Agent at, The Moody Street Group, LLC
Industry Financial Services
Experience
The Moody Street Group, LLC July 2011 - Present
Penn Mutual February 2010 - June 2011
New York Life July 2005 - February 2010
New England Financial 1997 - 2005
AXA Advisors 1981 - 1993
Education
University of Massachusetts at Lowell 1987 — 1989
MBA, Marketing
Seneca College of Applied Arts and Technology
BS, Biochemistry
University of Toronto
PHD, Biochemistry
The Moody Street Group, LLC July 2011 - Present
Penn Mutual February 2010 - June 2011
New York Life July 2005 - February 2010
New England Financial 1997 - 2005
AXA Advisors 1981 - 1993
Education
University of Massachusetts at Lowell 1987 — 1989
MBA, Marketing
Seneca College of Applied Arts and Technology
BS, Biochemistry
University of Toronto
PHD, Biochemistry
Charles Kedra, CFP®, AIF® Charles Kedra, CFP®, AIF®'s New England Financial Experience June 1992 - March 2004
Job Senior Partner at Legacy Planning Partner
Industry Financial Services
Experience
Legacy Planning Partners March 2004 - Present
New England Financial June 1992 - March 2004
JPMorgan April 1989 - June 1992
Arthur Andersen & Co. January 1986 - April 1989
Skills
Financial Advisory, Business Succession..., Tax Management, Qualified Retirement..., Business Process...
Education
Penn State University 1992 — 1995
MBA, Management & Business Administration
University of Scranton 1982 — 1986
Bachelor of Science, Accounting
Legacy Planning Partners March 2004 - Present
New England Financial June 1992 - March 2004
JPMorgan April 1989 - June 1992
Arthur Andersen & Co. January 1986 - April 1989
Skills
Financial Advisory, Business Succession..., Tax Management, Qualified Retirement..., Business Process...
Education
Penn State University 1992 — 1995
MBA, Management & Business Administration
University of Scranton 1982 — 1986
Bachelor of Science, Accounting
Matthew Sinnott Matthew Sinnott's New England Financial Experience May 2008 - July 2008
Job Director of Government Affairs and Contract Management
Industry Hospital & Health Care
Experience
Willamette Dental March 2012 - Present
Pacific University February 2012 - Present
Coquille Valley Hospital May 2010 - August 2011
24 Hour Fitness June 2009 - May 2011
Salem Health Laboratories October 2010 - January 2011
Pacific University Interdisciplinary Diabetes Clinic October 2009 - February 2010
Nordstrom July 2008 - May 2009
New England Financial May 2008 - July 2008
Abercrombie & Fitch September 2005 - March 2008
Skills
Public Relations, Strategic Planning, Risk Management, Supply Chain Management, Operational Efficiency, Policy Analysis, Goverment Programs:..., Process Improvement, Quality Improvement, Program Management, Marketing, Healthcare, Management, Recruiting, Business Strategy, Leadership, Healthcare Information..., Healthcare Management, HIPAA, Customer Service, Analysis, Human Resources, Sales
Education
Pacific University 2009 — 2011
Masters, Healthcare Administration
Oregon State University 2000 — 2005
B.S., Business Adminstration-Marketing & Management
Willamette Dental March 2012 - Present
Pacific University February 2012 - Present
Coquille Valley Hospital May 2010 - August 2011
24 Hour Fitness June 2009 - May 2011
Salem Health Laboratories October 2010 - January 2011
Pacific University Interdisciplinary Diabetes Clinic October 2009 - February 2010
Nordstrom July 2008 - May 2009
New England Financial May 2008 - July 2008
Abercrombie & Fitch September 2005 - March 2008
Skills
Public Relations, Strategic Planning, Risk Management, Supply Chain Management, Operational Efficiency, Policy Analysis, Goverment Programs:..., Process Improvement, Quality Improvement, Program Management, Marketing, Healthcare, Management, Recruiting, Business Strategy, Leadership, Healthcare Information..., Healthcare Management, HIPAA, Customer Service, Analysis, Human Resources, Sales
Education
Pacific University 2009 — 2011
Masters, Healthcare Administration
Oregon State University 2000 — 2005
B.S., Business Adminstration-Marketing & Management
Taylor Hiemenz's New England Financial Experience March 2012 - July 2012
Job Account Executive at Agility Recovery Solutions
Industry Marketing and Advertising
Experience
Agility Recovery Solutions March 2014 - Present
Entourage Managment November 2012 - February 2014
New York Life Insurance Company July 2012 - November 2012
New England Financial March 2012 - July 2012
Regis University August 2007 - December 2010
KRCX Radio August 2007 - May 2010
Education
Regis University 2006 — 2010
Bachelor of Arts, Communication, Business, History
Agility Recovery Solutions March 2014 - Present
Entourage Managment November 2012 - February 2014
New York Life Insurance Company July 2012 - November 2012
New England Financial March 2012 - July 2012
Regis University August 2007 - December 2010
KRCX Radio August 2007 - May 2010
Education
Regis University 2006 — 2010
Bachelor of Arts, Communication, Business, History
Teressa Irby-Dempsey Teressa Irby-Dempsey's New England Financial Experience June 1995 - July 1999
Job Experienced Human Resources and Administrative Assistant; Published Author
Industry Human Resources
Experience
Tidewater Community College May 2012 - Present
Roxbury Community College December 2010 - September 2011
HopeFound/Lemuel Shattuck Hospital July 2010 - July 2010
Raytheon January 2010 - February 2010
Alcohol, Drug and Mental Health Board of Franklin County February 2007 - July 2009
World Harvest Church November 2003 - April 2006
Federal Home Loan Bank of Boston November 2001 - February 2003
Tufts University July 2000 - October 2001
Houghton Mifflin Harcourt June 1999 - July 2000
New England Financial June 1995 - July 1999
Skills
Microsoft Office 2007, Human Resources, Administrative..., Administration, Data Entry, Recruiting, Interviews, Training, Software Documentation, Accounts Payable, Onboarding, Lotus Notes, HRIS, Employee Benefits, Invoicing, Talent Acquisition
Education
Regent University
Bachelor of Arts (B.A.), Communications: Strategic Writing
University of Phoenix 2012 — 2013
Associate of Arts (A.A.), Business Management
Burdette College 1995 — 1996
Diploma, Administrative Assistant and Secretarial Science, General
Tidewater Community College May 2012 - Present
Roxbury Community College December 2010 - September 2011
HopeFound/Lemuel Shattuck Hospital July 2010 - July 2010
Raytheon January 2010 - February 2010
Alcohol, Drug and Mental Health Board of Franklin County February 2007 - July 2009
World Harvest Church November 2003 - April 2006
Federal Home Loan Bank of Boston November 2001 - February 2003
Tufts University July 2000 - October 2001
Houghton Mifflin Harcourt June 1999 - July 2000
New England Financial June 1995 - July 1999
Skills
Microsoft Office 2007, Human Resources, Administrative..., Administration, Data Entry, Recruiting, Interviews, Training, Software Documentation, Accounts Payable, Onboarding, Lotus Notes, HRIS, Employee Benefits, Invoicing, Talent Acquisition
Education
Regent University
Bachelor of Arts (B.A.), Communications: Strategic Writing
University of Phoenix 2012 — 2013
Associate of Arts (A.A.), Business Management
Burdette College 1995 — 1996
Diploma, Administrative Assistant and Secretarial Science, General
Greg Milewski Greg Milewski's New England Financial Experience July 2010 - July 2011
Job Financial Advisor at USAA
Industry Investment Management
Experience
USAA October 2014 - Present
USANA Health Sciences 2014 - Present
Morgan Stanley Wealth Management November 2012 - October 2014
AXA Advisors August 2011 - October 2012
New England Financial July 2010 - July 2011
Skills
Financial Planning, Insurance, Retirement, Retirement Planning, Wealth Management..., Life Insurance, Portfolio Management, Investment Advisory, Investments, Series 7, Strategic Financial..., Annuities, Asset Allocation, Series 66, Nutritional Supplements, Personal Development, Network Marketing, Finance, Strategic Planning, Team Building
Education
Southeastern University 2007 — 2012
Bachelor of Science, Leadership, Business, Magna Cum Laude
USAA October 2014 - Present
USANA Health Sciences 2014 - Present
Morgan Stanley Wealth Management November 2012 - October 2014
AXA Advisors August 2011 - October 2012
New England Financial July 2010 - July 2011
Skills
Financial Planning, Insurance, Retirement, Retirement Planning, Wealth Management..., Life Insurance, Portfolio Management, Investment Advisory, Investments, Series 7, Strategic Financial..., Annuities, Asset Allocation, Series 66, Nutritional Supplements, Personal Development, Network Marketing, Finance, Strategic Planning, Team Building
Education
Southeastern University 2007 — 2012
Bachelor of Science, Leadership, Business, Magna Cum Laude
Angel Batra Angel Batra's New England Financial Experience 2012 - 2013
Job Dynamics Associates Career Advisor Connecting Top Talent With Leading Alternative Investment & Financial Service Firms
Industry Financial Services
Experience
Dynamics Associates 2013 - Present
Morgan Stanley Wealth Management 2012 - 2013
New England Financial 2012 - 2013
Cradle of Aviation Museum 2007 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Budgets, Strategic Planning, Leadership, Investment Banking, Sourcing, Networking, Interviews, Analysis, Recruiting, Executive Search, Human Resources, Hedge Funds, Private Equity, Alternative Investments, Risk Management, Financial Analysis, Finance, Financial Services
Education
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (B.S.), Business Management
Dynamics Associates 2013 - Present
Morgan Stanley Wealth Management 2012 - 2013
New England Financial 2012 - 2013
Cradle of Aviation Museum 2007 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Budgets, Strategic Planning, Leadership, Investment Banking, Sourcing, Networking, Interviews, Analysis, Recruiting, Executive Search, Human Resources, Hedge Funds, Private Equity, Alternative Investments, Risk Management, Financial Analysis, Finance, Financial Services
Education
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (B.S.), Business Management
Justin Stouder's New England Financial Experience September 2003 - April 2006
Job Director of Quality Engineering at LockPath, Inc.
Industry Information Technology and Services
Experience
LockPath, Inc. April 2014 - Present
RSA The Security Division of EMC September 2012 - April 2014
RSA The Security Division of EMC January 2012 - September 2012
Perceptive Software May 2010 - December 2011
Perceptive Software August 2009 - May 2010
Perceptive Software June 2008 - August 2009
Perceptive Software Inc. April 2006 - June 2008
New England Financial September 2003 - April 2006
Skills
Testing, Quality Assurance, Security, Troubleshooting, SaaS, Computer Hardware, Servers, Unix, Management, Enterprise Software, Integration, Training, Software Quality..., SDLC, Linux, Agile Methodologies, Software Project..., Networking, Business Process, Oracle, Leadership, TCP/IP, Cloud Computing, Technical Support, Windows, Software Development, Analysis, Databases, Software Documentation, Certified Scrum Master..., Business Networking, Project Management, WiFi, CompTIA A+ Certification, CompTIA Network+, Interviewing Skills, Resource Management, Microsoft SQL Server, SharePoint, Consulting, Scrum, Agile Project Management, Requirements Analysis
Education
Purdue University 1998 — 2003
BS, Organizational Leadership and Supervision
LockPath, Inc. April 2014 - Present
RSA The Security Division of EMC September 2012 - April 2014
RSA The Security Division of EMC January 2012 - September 2012
Perceptive Software May 2010 - December 2011
Perceptive Software August 2009 - May 2010
Perceptive Software June 2008 - August 2009
Perceptive Software Inc. April 2006 - June 2008
New England Financial September 2003 - April 2006
Skills
Testing, Quality Assurance, Security, Troubleshooting, SaaS, Computer Hardware, Servers, Unix, Management, Enterprise Software, Integration, Training, Software Quality..., SDLC, Linux, Agile Methodologies, Software Project..., Networking, Business Process, Oracle, Leadership, TCP/IP, Cloud Computing, Technical Support, Windows, Software Development, Analysis, Databases, Software Documentation, Certified Scrum Master..., Business Networking, Project Management, WiFi, CompTIA A+ Certification, CompTIA Network+, Interviewing Skills, Resource Management, Microsoft SQL Server, SharePoint, Consulting, Scrum, Agile Project Management, Requirements Analysis
Education
Purdue University 1998 — 2003
BS, Organizational Leadership and Supervision
Kim Hanson's New England Financial Experience May 1993 - November 1993
Job Director, US Talent Acquisition
Industry Pharmaceuticals
Experience
Grifols, Los Angeles, CA July 2008 - Present
Countrywide Capital Markets, Calabasas, CA January 2006 - July 2008
Bank of America, New York, NY June 2004 - January 2006
J.P. Morgan March 2004 - June 2004
Amaranth Group LLC May 2003 - May 2004
Korn Ferry January 1999 - May 2003
Heidrick & Struggles June 1997 - January 1999
Response Staffing Services November 1993 - June 1997
New England Financial May 1993 - November 1993
Skills
Capital Markets, Commercial Banking, Bioscience, Investment Management, Talent Acquisition, Executive Search, Performance Management, Recruiting, Employee Relations, Risk Management, Mergers, Corporate Finance, Strategy, SDLC, Mergers & Acquisitions, Management Consulting, Management, Human Resources, Vendor Management, Negotiation, College Recruiting, Leadership, Talent Management, Applicant Tracking...
Education
Seton Hall University 1989 — 1993
BA
Grifols, Los Angeles, CA July 2008 - Present
Countrywide Capital Markets, Calabasas, CA January 2006 - July 2008
Bank of America, New York, NY June 2004 - January 2006
J.P. Morgan March 2004 - June 2004
Amaranth Group LLC May 2003 - May 2004
Korn Ferry January 1999 - May 2003
Heidrick & Struggles June 1997 - January 1999
Response Staffing Services November 1993 - June 1997
New England Financial May 1993 - November 1993
Skills
Capital Markets, Commercial Banking, Bioscience, Investment Management, Talent Acquisition, Executive Search, Performance Management, Recruiting, Employee Relations, Risk Management, Mergers, Corporate Finance, Strategy, SDLC, Mergers & Acquisitions, Management Consulting, Management, Human Resources, Vendor Management, Negotiation, College Recruiting, Leadership, Talent Management, Applicant Tracking...
Education
Seton Hall University 1989 — 1993
BA
Fabio Gulla's New England Financial Experience 1997 - 1999
Job Mortgage Banker at EverBank
Industry Financial Services
Experience
EverBank November 2012 - Present
First Choice Appraisal Services, Inc. 2009 - 2012
Stanley Capital Mortgage Company 2008 - 2009
Dream Home Builders, LLC 2000 - 2008
Accu-Val Appraisal Consultants, LLC 1998 - 2008
New England Financial 1997 - 1999
Colazzo-Toolan Appraisal Services 1997 - 1998
Appraisal Network Associates, Inc. 1993 - 1997
Skills
Mortgage Banking, Residential Mortgages, Mortgage Lending, FHA, Refinance, Loan Origination, Loans, Reverse Mortgages, USDA, VA loans, Credit, FHA financing, Appraising, Life Insurance, Health Insurance, Annuities, Mutual Funds, Fixed Annuities, FHA Financing
Education
Seton Hall University 1988 — 1992
Bachelor of Arts (B.A.), Communications and Business
EverBank November 2012 - Present
First Choice Appraisal Services, Inc. 2009 - 2012
Stanley Capital Mortgage Company 2008 - 2009
Dream Home Builders, LLC 2000 - 2008
Accu-Val Appraisal Consultants, LLC 1998 - 2008
New England Financial 1997 - 1999
Colazzo-Toolan Appraisal Services 1997 - 1998
Appraisal Network Associates, Inc. 1993 - 1997
Skills
Mortgage Banking, Residential Mortgages, Mortgage Lending, FHA, Refinance, Loan Origination, Loans, Reverse Mortgages, USDA, VA loans, Credit, FHA financing, Appraising, Life Insurance, Health Insurance, Annuities, Mutual Funds, Fixed Annuities, FHA Financing
Education
Seton Hall University 1988 — 1992
Bachelor of Arts (B.A.), Communications and Business
Andrea Nelson, SPHR Andrea Nelson, SPHR's New England Financial Experience 1993 - 1997
Job Director of Marketing and Employee Benefits at Unisource Insurance Associates, LLC
Industry Financial Services
Experience
Autism Society of Southeastern Wisconsin March 2013 - Present
Unisource Insurance Associates, LLC January 2012 - Present
AmeriCU Mortgage May 2011 - August 2012
FiMEd Management 2012 - 2012
CSMC, Inc. January 2009 - April 2009
CSMC, Inc. June 2004 - January 2009
Univance Telecommunications March 1998 - November 2001
New England Financial 1993 - 1997
Skills
Employee Benefits, Retirement Planning, Mortgage Lending, Insurance, Fixed Annuities, Life Insurance, Defined Benefit, Workers Compensation, Loans, 401k, Health Insurance, Investment Properties, Disability Insurance, Term Life Insurance, Management, Sales Management, Human Resources, Small Business, Leadership, Team Building, Marketing, Strategic Planning, Sales, Customer Service
Education
St. Norbert College 1989 — 1993
Bachelor of Arts (B.A.), International Economics
Fundacion Jose Ortega Y Gasset 1991 — 1992
Spanish
Autism Society of Southeastern Wisconsin March 2013 - Present
Unisource Insurance Associates, LLC January 2012 - Present
AmeriCU Mortgage May 2011 - August 2012
FiMEd Management 2012 - 2012
CSMC, Inc. January 2009 - April 2009
CSMC, Inc. June 2004 - January 2009
Univance Telecommunications March 1998 - November 2001
New England Financial 1993 - 1997
Skills
Employee Benefits, Retirement Planning, Mortgage Lending, Insurance, Fixed Annuities, Life Insurance, Defined Benefit, Workers Compensation, Loans, 401k, Health Insurance, Investment Properties, Disability Insurance, Term Life Insurance, Management, Sales Management, Human Resources, Small Business, Leadership, Team Building, Marketing, Strategic Planning, Sales, Customer Service
Education
St. Norbert College 1989 — 1993
Bachelor of Arts (B.A.), International Economics
Fundacion Jose Ortega Y Gasset 1991 — 1992
Spanish
Paul Richards, LUTCF Paul Richards, LUTCF's New England Financial Experience May 1997 - May 2004
Job Principal Owner, theRichardsAgency
Industry Insurance
Experience
theRichardsAgency August 2015 - Present
theRichardsAgency of Nationwide September 2010 - July 2015
Baltimore Life January 2006 - September 2010
Unifi Companies May 2005 - January 2006
New England Financial May 1997 - May 2004
Camp Hill Art Press 1984 - 1997
Skills
Property & Casualty..., Customer Service, Sales Management, Insurance, Commercial Insurance, Public Speaking, General Insurance, Casualty, Liability, Umbrella Insurance, Microsoft Office, Commercial Lines, Disability Insurance, Homeowners, Medicare, Small Business, Team Leadership, Sales, Health Insurance, Licensed Property &..., Outlook, Claim, Term Life Insurance, Management, Workers Compensation, Risk Management, Life Insurance, Whole Life, Universal Life, Underwriting, Professional Liability, Motorcycle, Inland Marine, Direct Sales, Account Management, Real Estate, Fixed Annuities, Brokers, Long-term Care, Marine Insurance, Casualty Insurance
Education
Penn State University 1979 — 1983
BA, Jounalism, Broadcast Option
Penn State University 1979 — 1983
Bachelor's degree, Broadcast Journalism
theRichardsAgency August 2015 - Present
theRichardsAgency of Nationwide September 2010 - July 2015
Baltimore Life January 2006 - September 2010
Unifi Companies May 2005 - January 2006
New England Financial May 1997 - May 2004
Camp Hill Art Press 1984 - 1997
Skills
Property & Casualty..., Customer Service, Sales Management, Insurance, Commercial Insurance, Public Speaking, General Insurance, Casualty, Liability, Umbrella Insurance, Microsoft Office, Commercial Lines, Disability Insurance, Homeowners, Medicare, Small Business, Team Leadership, Sales, Health Insurance, Licensed Property &..., Outlook, Claim, Term Life Insurance, Management, Workers Compensation, Risk Management, Life Insurance, Whole Life, Universal Life, Underwriting, Professional Liability, Motorcycle, Inland Marine, Direct Sales, Account Management, Real Estate, Fixed Annuities, Brokers, Long-term Care, Marine Insurance, Casualty Insurance
Education
Penn State University 1979 — 1983
BA, Jounalism, Broadcast Option
Penn State University 1979 — 1983
Bachelor's degree, Broadcast Journalism
Joe Mastrolia Joe Mastrolia's New England Financial Experience 2001 - 2003
Job Surveillance Investigator at Barclays Capital
Industry Investment Banking
Experience
Barclays Investment Bank March 2015 - Present
Barclays Capital March 2009 - June 2015
LaBranche & Co. February 2003 - March 2009
New England Financial 2001 - 2003
Skills
Series 7, Equities, Investments, Trading, Risk Management, Securities, FINRA, Oil, Series 24, Series 66, Series 55, Equity Trading, Financial Markets, Capital Markets, Financial Services, Trading Strategies, Market Making, Financial Risk, Windows, Microsoft Office, Android, Public Speaking, Sales, Sales Management, Proprietary Trading, Electronic Trading, Trading Systems, Petroleum, Bloomberg, Fixed Income, Options
Education
Rutgers University 1991 — 1995
BA, Economics
CBA 1987 — 1991
Christian Brothers Academy 1987 — 1991
Barclays Investment Bank March 2015 - Present
Barclays Capital March 2009 - June 2015
LaBranche & Co. February 2003 - March 2009
New England Financial 2001 - 2003
Skills
Series 7, Equities, Investments, Trading, Risk Management, Securities, FINRA, Oil, Series 24, Series 66, Series 55, Equity Trading, Financial Markets, Capital Markets, Financial Services, Trading Strategies, Market Making, Financial Risk, Windows, Microsoft Office, Android, Public Speaking, Sales, Sales Management, Proprietary Trading, Electronic Trading, Trading Systems, Petroleum, Bloomberg, Fixed Income, Options
Education
Rutgers University 1991 — 1995
BA, Economics
CBA 1987 — 1991
Christian Brothers Academy 1987 — 1991
Damon & Dina Brown Damon & Dina Brown's New England Financial Experience August 1999 - September 2000
Job Broker Associate at Reilly Realtors
Industry Real Estate
Experience
Reilly Realtors December 2011 - Present
Damon & Dina Realty November 2009 - Present
Davis, Hartzell, & Swanson October 2003 - March 2011
Dell October 2000 - March 2002
New England Financial August 1999 - September 2000
Chili's Grill & Bar 1994 - 1997
Skills
Real Estate, Negotiation, Contract Negotiation, Sales, Sales Management, Marketing, Account Management, Customer Service, Investment Properties, New Business Development, Lead Generation, Direct Sales, Team Building, Strategic Planning, Marketing Strategy, Sales Process, Property Management, Budgets, Residential Homes, Sellers, Real Estate Transactions, Microsoft Excel, Training, Foreclosures, CRM, Management, Real Property
Education
St. Edward's University 2002 — 2004
MBA, Management
The University of Texas at Austin - Red McCombs School of Business 1998 — 1999
BBA, Finance
Reilly Realtors December 2011 - Present
Damon & Dina Realty November 2009 - Present
Davis, Hartzell, & Swanson October 2003 - March 2011
Dell October 2000 - March 2002
New England Financial August 1999 - September 2000
Chili's Grill & Bar 1994 - 1997
Skills
Real Estate, Negotiation, Contract Negotiation, Sales, Sales Management, Marketing, Account Management, Customer Service, Investment Properties, New Business Development, Lead Generation, Direct Sales, Team Building, Strategic Planning, Marketing Strategy, Sales Process, Property Management, Budgets, Residential Homes, Sellers, Real Estate Transactions, Microsoft Excel, Training, Foreclosures, CRM, Management, Real Property
Education
St. Edward's University 2002 — 2004
MBA, Management
The University of Texas at Austin - Red McCombs School of Business 1998 — 1999
BBA, Finance
Ron Lottridge, CFP(R) Ron Lottridge, CFP(R)'s New England Financial Experience January 2002 - May 2004
Job Founding Principal at Catalyst Retirement Advisors
Industry Financial Services
Experience
Catalyst Retirement Advisors October 2012 - Present
Lockton Companies, LLC June 2009 - October 2012
Strategic Financial Partners May 2004 - May 2009
New England Financial January 2002 - May 2004
McClain Finlon Advertising May 2000 - November 2001
Skills
Life Insurance, Disability Insurance, Insurance, Investments, Retirement Planning, Long-term Care, Investment Management, 401k, Retirement, Securities, Small Business, Employee Benefits, Risk Management, Series 7, Deferred Compensation, Investment Advisory, Qualified Retirement..., Financial Goals, Key Person Protection
Education
Simpson College 1995 — 1998
Bachelor of Arts
University of Iowa 1994 — 1995
Shenandoah
Catalyst Retirement Advisors October 2012 - Present
Lockton Companies, LLC June 2009 - October 2012
Strategic Financial Partners May 2004 - May 2009
New England Financial January 2002 - May 2004
McClain Finlon Advertising May 2000 - November 2001
Skills
Life Insurance, Disability Insurance, Insurance, Investments, Retirement Planning, Long-term Care, Investment Management, 401k, Retirement, Securities, Small Business, Employee Benefits, Risk Management, Series 7, Deferred Compensation, Investment Advisory, Qualified Retirement..., Financial Goals, Key Person Protection
Education
Simpson College 1995 — 1998
Bachelor of Arts
University of Iowa 1994 — 1995
Shenandoah
Elliott Weir MBA, CFP(R)'s New England Financial Experience April 2004 - December 2004
Job Retirement Specialist | Your Fiduciary on a Flat Retainer | www.iiifinancial.com | (512) 5621905
Industry Financial Services
Experience
III Financial January 2012 - Present
Asset Strategies Group, LLC January 2005 - January 2012
New England Financial April 2004 - December 2004
IBM Tivoli May 2002 - April 2004
Ernst and Young, LLP May 1996 - May 2000
Skills
Strategic Financial..., Investments, Insurance, Retirement, Portfolio Management, Asset Management, Retirement Planning, Investment Advisory, Money Management, Wealth Management, Financial Planning
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2002
MBA, Finance
Southern Methodist University 1992 — 1996
B.S., Computer Science
Westwood High 1989 — 1992
Westwood High
III Financial January 2012 - Present
Asset Strategies Group, LLC January 2005 - January 2012
New England Financial April 2004 - December 2004
IBM Tivoli May 2002 - April 2004
Ernst and Young, LLP May 1996 - May 2000
Skills
Strategic Financial..., Investments, Insurance, Retirement, Portfolio Management, Asset Management, Retirement Planning, Investment Advisory, Money Management, Wealth Management, Financial Planning
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2002
MBA, Finance
Southern Methodist University 1992 — 1996
B.S., Computer Science
Westwood High 1989 — 1992
Westwood High
Shayne Goldberg's New England Financial Experience January 1996 - June 1999
Job Senior Technical Relationship Engineer at Akamai Technologies
Industry Computer Software
Experience
Akamai Technologies February 2014 - Present
Viewfinity April 2013 - February 2014
Antenna Software April 2012 - March 2013
Antenna Software (formerly Vaultus Mobile Technologies) November 2005 - April 2012
Pegasystems September 2002 - September 2005
Pegasystems July 1999 - September 2002
New England Financial January 1996 - June 1999
Skills
SaaS, Enterprise Software, Enterprise Architecture, SOA, Web Services, Mobile Devices, Mobile Technology, Technical Support, Databases, JIRA, LDAP, Linux, Windows, Unix, Wireshark, Terracotta, XML, Problem Solving, Key Account Management, Account Management, Mobile Applications, Eclipse
Education
Skidmore College 1992 — 1995
BA, Anthropology
Harvard Extension School
Akamai Technologies February 2014 - Present
Viewfinity April 2013 - February 2014
Antenna Software April 2012 - March 2013
Antenna Software (formerly Vaultus Mobile Technologies) November 2005 - April 2012
Pegasystems September 2002 - September 2005
Pegasystems July 1999 - September 2002
New England Financial January 1996 - June 1999
Skills
SaaS, Enterprise Software, Enterprise Architecture, SOA, Web Services, Mobile Devices, Mobile Technology, Technical Support, Databases, JIRA, LDAP, Linux, Windows, Unix, Wireshark, Terracotta, XML, Problem Solving, Key Account Management, Account Management, Mobile Applications, Eclipse
Education
Skidmore College 1992 — 1995
BA, Anthropology
Harvard Extension School
Michael J Ryan, AIF® Michael J Ryan, AIF®'s New England Financial Experience May 2004 - June 2006
Job Partner, Wealth Advisor at RYAN & HOPPE INVESTMENT MANAGEMENT LLC
Industry Investment Management
Experience
Ryan & Hoppe Investment Management LLC June 2010 - Present
Commonwealth Financial Network July 2006 - June 2010
New England Financial May 2004 - June 2006
Education
Saint John's University 2000 — 2004
B.A., Management
Park Rapids High School 1996 — 2000
Ryan & Hoppe Investment Management LLC June 2010 - Present
Commonwealth Financial Network July 2006 - June 2010
New England Financial May 2004 - June 2006
Education
Saint John's University 2000 — 2004
B.A., Management
Park Rapids High School 1996 — 2000
Sonia Brinkman Sonia Brinkman's New England Financial Experience June 2007 - September 2007
Job Associate Portfolio Advisor at Budros, Ruhlin & Roe, Inc.
Industry Financial Services
Experience
Budros, Ruhlin & Roe, Inc. March 2008 - Present
New England Financial June 2007 - September 2007
Education
Ohio University 2011 — 2012
Master's degree, Master of Financial Economics
The Ohio State University - The Max M. Fisher College of Business 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Insurance & Risk Management
Budros, Ruhlin & Roe, Inc. March 2008 - Present
New England Financial June 2007 - September 2007
Education
Ohio University 2011 — 2012
Master's degree, Master of Financial Economics
The Ohio State University - The Max M. Fisher College of Business 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Insurance & Risk Management
William J. Hunt III William J. Hunt III's New England Financial Experience June 2005 - December 2010
Job Financial Advisor, Investment Professional at Allied Wealth Partners
Industry Financial Services
Experience
Allied Wealth Partners May 2012 - Present
Financial Network Investment Corporation January 2011 - May 2012
New England Financial June 2005 - December 2010
Skills
Estate Planning, Retirement Planning, Series 7, Retirement, Insurance, Wealth Accumulation, Personal Finance, Finance, Small Business, Wealth Management, Fixed Annuities, Investments, Strategic Financial..., Financial Goals, Employee Benefits, Tax, Uniform Combined State..., IRAs, Series 65, Variable Annuities, Investment Advisory, Series 63, Long Term Care Insurance, Investment Strategies
Education
Ramapo College of New Jersey 2000 — 2005
B.A., Economics and Political Science
Bergen Catholic High School 1997 — 2000
Allied Wealth Partners May 2012 - Present
Financial Network Investment Corporation January 2011 - May 2012
New England Financial June 2005 - December 2010
Skills
Estate Planning, Retirement Planning, Series 7, Retirement, Insurance, Wealth Accumulation, Personal Finance, Finance, Small Business, Wealth Management, Fixed Annuities, Investments, Strategic Financial..., Financial Goals, Employee Benefits, Tax, Uniform Combined State..., IRAs, Series 65, Variable Annuities, Investment Advisory, Series 63, Long Term Care Insurance, Investment Strategies
Education
Ramapo College of New Jersey 2000 — 2005
B.A., Economics and Political Science
Bergen Catholic High School 1997 — 2000
Christopher Van Degraft's New England Financial Experience August 2010 - December 2012
Job Financial Representative at COUNTRY Financial®
Industry Financial Services
Experience
COUNTRY Financial® April 2014 - Present
ProEquities, Inc. January 2013 - Present
New England Financial August 2010 - December 2012
Transamerica October 2004 - June 2010
Northern Trust June 1992 - March 2004
Boatman's Trust Company June 1989 - June 1992
Skills
Retirement, 401k, Asset Management, Investments, Retirement Planning, Pensions, Mutual Funds, Series 63, Defined Benefit, Series 7, Wealth Management, Series 6, Fixed Annuities, IRAs, Uniform Combined State..., Asset Allocation, Investment Advisory, FINRA, Qualified Retirement..., Non-Qualified Deferred..., Series 65, Retirement Plan..., Financial Services, Employee Benefits, Securities, Profit Sharing, Finance, Insurance, ERISA, Investment Strategies, Defined Contribution, Life Insurance, Estate Planning, Strategic Financial..., Disability Insurance
Education
Webster University 1989 — 1990
Master of Arts (M.A.), Finance
University of Illinois Springfield 1987 — 1989
Bachelor of Arts (B.A.), Economics
Rock Valley College 1986 — 1987
Associate of Arts (A.A.), Business Administration
Illinois Valley Community College 1985 — 1986
Business Administration
COUNTRY Financial® April 2014 - Present
ProEquities, Inc. January 2013 - Present
New England Financial August 2010 - December 2012
Transamerica October 2004 - June 2010
Northern Trust June 1992 - March 2004
Boatman's Trust Company June 1989 - June 1992
Skills
Retirement, 401k, Asset Management, Investments, Retirement Planning, Pensions, Mutual Funds, Series 63, Defined Benefit, Series 7, Wealth Management, Series 6, Fixed Annuities, IRAs, Uniform Combined State..., Asset Allocation, Investment Advisory, FINRA, Qualified Retirement..., Non-Qualified Deferred..., Series 65, Retirement Plan..., Financial Services, Employee Benefits, Securities, Profit Sharing, Finance, Insurance, ERISA, Investment Strategies, Defined Contribution, Life Insurance, Estate Planning, Strategic Financial..., Disability Insurance
Education
Webster University 1989 — 1990
Master of Arts (M.A.), Finance
University of Illinois Springfield 1987 — 1989
Bachelor of Arts (B.A.), Economics
Rock Valley College 1986 — 1987
Associate of Arts (A.A.), Business Administration
Illinois Valley Community College 1985 — 1986
Business Administration
Doug Sonnenberg Doug Sonnenberg's New England Financial Experience 2007 - Present
Job Financial Advisor at Prudential Financial
Industry Financial Services
Experience
Prudential Financial July 2015 - Present
New England Financial 2007 - Present
Sun Mountain Financial January 2014 - July 2015
Strategic Wealth Associates June 2008 - December 2013
VALIC May 1993 - December 2005
AIG Retirement 1993 - 2005
American General Life Companies 1993 - 2005
Skills
Retirement Planning, Retirement, Life Insurance, Succession Planning, Risk Management, Strategic Financial..., Disability Insurance, Securities, Investment Advisory, Finance, Asset Management, Wealth, Series 7, Strategy, Long Term Care Insurance, Small Business, Strategic Planning, 401k, Financial Services, Series 63, Estate Planning, Business Planning, Investments, IRAs, Mutual Funds, Wealth Management, Fixed Annuities, Financial Advisory, Uniform Combined State...
Education
San Diego State University-California State University 1989 — 1993
Finance
San Diego State University-California State University 1989 — 1993
Finance
Prudential Financial July 2015 - Present
New England Financial 2007 - Present
Sun Mountain Financial January 2014 - July 2015
Strategic Wealth Associates June 2008 - December 2013
VALIC May 1993 - December 2005
AIG Retirement 1993 - 2005
American General Life Companies 1993 - 2005
Skills
Retirement Planning, Retirement, Life Insurance, Succession Planning, Risk Management, Strategic Financial..., Disability Insurance, Securities, Investment Advisory, Finance, Asset Management, Wealth, Series 7, Strategy, Long Term Care Insurance, Small Business, Strategic Planning, 401k, Financial Services, Series 63, Estate Planning, Business Planning, Investments, IRAs, Mutual Funds, Wealth Management, Fixed Annuities, Financial Advisory, Uniform Combined State...
Education
San Diego State University-California State University 1989 — 1993
Finance
San Diego State University-California State University 1989 — 1993
Finance
Darren Zhu Darren Zhu's New England Financial Experience August 2012 - October 2012
Job Partner at P&L Import Corp
Industry Accounting
Experience
P&L Import Corp September 2012 - Present
New England Financial August 2012 - October 2012
Pasadena City College May 2009 - June 2010
Skills
Teaching, Public Speaking, Research, Tutoring, Editing, Microsoft Office, Analysis, Data Analysis
Education
UCLA 2010 — 2012
Bachelor of Science, Mathematics & Economics
Pasadena City College 2007 — 2010
Associate's degree, Mathematics
P&L Import Corp September 2012 - Present
New England Financial August 2012 - October 2012
Pasadena City College May 2009 - June 2010
Skills
Teaching, Public Speaking, Research, Tutoring, Editing, Microsoft Office, Analysis, Data Analysis
Education
UCLA 2010 — 2012
Bachelor of Science, Mathematics & Economics
Pasadena City College 2007 — 2010
Associate's degree, Mathematics
Jerry Sherman MBA- Jerry Sherman MBA-'s New England Financial Experience 1992 - 1994
Job Senior Managing Partner IT Value and Performance Consulting
Industry Information Technology and Services
Experience
IT Value and Performance Consulting July 2009 - Present
Keller Graduate School of Management 2007 - Present
Walgreens February 2010 - November 2013
Allstate December 2007 - July 2009
Allstate January 2002 - December 2008
Allstate January 2000 - January 2002
Allstate Desktop Integration Specialist - Agency Division January 1999 - January 2000
THE TRUSTMARK INSURANCE COMPANY January 1994 - January 1999
New England Financial 1992 - 1994
Skills
Business Analysis, Project Management, Six Sigma, Training, Sarbanes-Oxley Act, Customer Service, Recruiting, COBIT, Lean Manufacturing, Vendor Management, Process Improvement, ITIL, SDLC, IT Strategy, PMP, Agile Project Management, Leadership, Integration, Unix, IT Service Management, Business Process, Security, PMO, Governance, CRM, Team Leadership, Information Technology, Management, Enterprise Software, Information Security, Testing, Networking, Access, IT Management, Servers, Incident Management, Visio, Business Process..., Program Management, Project Portfolio..., Disaster Recovery, SharePoint, Data Analysis, IT Operations, Software Documentation, Business Intelligence, Change Management, Computer Security, Resource Management, Outsourcing
Education
University of Phoenix 2005 — 2007
Master, Business Administration
Roosevelt University
B.S., Illinois State Certified Secondary Education Business, Chemistry and Computer Science
IT Value and Performance Consulting July 2009 - Present
Keller Graduate School of Management 2007 - Present
Walgreens February 2010 - November 2013
Allstate December 2007 - July 2009
Allstate January 2002 - December 2008
Allstate January 2000 - January 2002
Allstate Desktop Integration Specialist - Agency Division January 1999 - January 2000
THE TRUSTMARK INSURANCE COMPANY January 1994 - January 1999
New England Financial 1992 - 1994
Skills
Business Analysis, Project Management, Six Sigma, Training, Sarbanes-Oxley Act, Customer Service, Recruiting, COBIT, Lean Manufacturing, Vendor Management, Process Improvement, ITIL, SDLC, IT Strategy, PMP, Agile Project Management, Leadership, Integration, Unix, IT Service Management, Business Process, Security, PMO, Governance, CRM, Team Leadership, Information Technology, Management, Enterprise Software, Information Security, Testing, Networking, Access, IT Management, Servers, Incident Management, Visio, Business Process..., Program Management, Project Portfolio..., Disaster Recovery, SharePoint, Data Analysis, IT Operations, Software Documentation, Business Intelligence, Change Management, Computer Security, Resource Management, Outsourcing
Education
University of Phoenix 2005 — 2007
Master, Business Administration
Roosevelt University
B.S., Illinois State Certified Secondary Education Business, Chemistry and Computer Science
Michael A. Frascino, CLU, ChFC, CLTC Michael A. Frascino, CLU, ChFC, CLTC's New England Financial Experience December 2006 - December 2008
Job Agency Director of Education & Training at MassMutual Metro New York
Industry Financial Services
Experience
MassMutual Financial Group November 2013 - Present
Our Lady Queen of Martyrs 2009 - 2014
Mutual of Omaha October 2011 - October 2013
Metropolis Financial a Division of MetLife January 2009 - July 2011
New England Financial December 2006 - December 2008
Metropolitan Life Insurance Company 2005 - 2006
Allstate Financial 2003 - 2005
Gruntal & Co., LLC January 1999 - September 2002
Chase Insurance Agency 1998 - 1999
The Guardian Life Insurance Co. of America 1995 - 1998
Skills
Financial Planning, Estate Planning, Insurance, Disability Insurance, Long Term Care, Small Business, Succession Planning, Employee Benefits, Term Life Insurance, Retirement, Insurance Planning, Property & Casualty..., Whole Life, Annuities, Fixed Annuities, Long-term Care, 401k, Strategic Financial..., Financial Planners, 401k Rollovers, Recruiting, Training, Retirement Planning, Critical Illness, IRAs, Underwriting, Life Insurance, Sales, Permanent Life Insurance, Licensed Life & Health..., College Savings Plans, FINRA, Series 6, Universal Life, Variable Annuities, Financial Services, Long Term Care Insurance, Series 63, Life & Health Insurance...
Education
School of Visual Arts 1966 — 1967
Alexander Hamilton High School 1964 — 1966
MassMutual Financial Group November 2013 - Present
Our Lady Queen of Martyrs 2009 - 2014
Mutual of Omaha October 2011 - October 2013
Metropolis Financial a Division of MetLife January 2009 - July 2011
New England Financial December 2006 - December 2008
Metropolitan Life Insurance Company 2005 - 2006
Allstate Financial 2003 - 2005
Gruntal & Co., LLC January 1999 - September 2002
Chase Insurance Agency 1998 - 1999
The Guardian Life Insurance Co. of America 1995 - 1998
Skills
Financial Planning, Estate Planning, Insurance, Disability Insurance, Long Term Care, Small Business, Succession Planning, Employee Benefits, Term Life Insurance, Retirement, Insurance Planning, Property & Casualty..., Whole Life, Annuities, Fixed Annuities, Long-term Care, 401k, Strategic Financial..., Financial Planners, 401k Rollovers, Recruiting, Training, Retirement Planning, Critical Illness, IRAs, Underwriting, Life Insurance, Sales, Permanent Life Insurance, Licensed Life & Health..., College Savings Plans, FINRA, Series 6, Universal Life, Variable Annuities, Financial Services, Long Term Care Insurance, Series 63, Life & Health Insurance...
Education
School of Visual Arts 1966 — 1967
Alexander Hamilton High School 1964 — 1966
Cristina Ibarra MBA Cristina Ibarra MBA's New England Financial Experience 2009 - 2011
Job Planning Analyst at Caterpillar Logistics Inc.
Industry Logistics and Supply Chain
Experience
Caterpillar Logistics Inc. November 2014 - Present
ORBIS Corporation September 2011 - October 2014
DPWN October 2010 - September 2011
Hispanic Alliance for Career Enhancement 2009 - 2011
New England Financial 2009 - 2011
Bradford de Mexico January 2006 - February 2009
TORREY January 2005 - December 2005
Skills
Budgeting, Product Development, Strategic Planning, Team Building, Microsoft Office, Customer Relations, Social Media, Problem Solving, Event Management, Teamwork, Event Planning, Leadership Development, Team Leadership, Cross-functional Team..., Logistics, Six Sigma, Lean Manufacturing, Logistics Analysis, Project Coordination, Project Engineering, Project Implementation, SAP, Bilingual-Spanish, Cost Reduction, Cost Analysis, MRP, PeopleSoft CRM, Yellow Belt, Green Belt, Business Development, Budgets, Project Planning, CRM, Process Improvement, Management, Leadership, Project Management, Strategy, Analysis, Continuous Improvement
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2009
MBA Global Business and Strategies
Instituto Tecnológico y de Estudios Superiores de Monterrey 2000 — 2004
BS Industrial Design
Pontificia Universidad Católica de Chile 2003 — 2003
Exchange program
Caterpillar Logistics Inc. November 2014 - Present
ORBIS Corporation September 2011 - October 2014
DPWN October 2010 - September 2011
Hispanic Alliance for Career Enhancement 2009 - 2011
New England Financial 2009 - 2011
Bradford de Mexico January 2006 - February 2009
TORREY January 2005 - December 2005
Skills
Budgeting, Product Development, Strategic Planning, Team Building, Microsoft Office, Customer Relations, Social Media, Problem Solving, Event Management, Teamwork, Event Planning, Leadership Development, Team Leadership, Cross-functional Team..., Logistics, Six Sigma, Lean Manufacturing, Logistics Analysis, Project Coordination, Project Engineering, Project Implementation, SAP, Bilingual-Spanish, Cost Reduction, Cost Analysis, MRP, PeopleSoft CRM, Yellow Belt, Green Belt, Business Development, Budgets, Project Planning, CRM, Process Improvement, Management, Leadership, Project Management, Strategy, Analysis, Continuous Improvement
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2009
MBA Global Business and Strategies
Instituto Tecnológico y de Estudios Superiores de Monterrey 2000 — 2004
BS Industrial Design
Pontificia Universidad Católica de Chile 2003 — 2003
Exchange program
Steven Toto Steven Toto's New England Financial Experience 1997 - 2002
Job Certified Financial Planner & Investment Advisor at Wealth Strategies PA
Industry Financial Services
Experience
Wealth Strategies PA September 1997 - Present
New England Financial 1997 - 2002
Education
Rutgers University-New Brunswick 1976 — 1979
BA, Political Science & Economics
Wealth Strategies PA September 1997 - Present
New England Financial 1997 - 2002
Education
Rutgers University-New Brunswick 1976 — 1979
BA, Political Science & Economics
Brian Dixon Brian Dixon's New England Financial Experience 2007 - 2009
Job CSuite Sales & Operations Executive
Industry Venture Capital & Private Equity
Experience
Spreegle January 2014 - Present
Saint Andrews Episcopal School August 2011 - Present
MyCultureHub February 2014 - February 2015
Fifth Street Financial Group September 2009 - February 2015
Saint Andrews Episcopal School June 2012 - June 2013
New England Financial 2007 - 2009
Merrill Lynch 1999 - 2002
Skills
Buy-Sell Agreement..., C-Level Executive..., Employee Health Benefits, Key Person Protection, Supplemental Executive..., Cash Flow Protection..., Deferred Compensation, Start-up Consulting, Risk Mitigation, Executive Bonus Programs, Business Succession..., Exit Planning, Estate Planning..., Corporate-Owned Life..., Corporate-Owned..., M&A Compensation..., Employee Benefits, Start-ups, Supplemental, Estate Planning, Risk Management, Life Insurance, Compensation Strategies, Disability Insurance, Mergers, Buy-Sell, Retirement Planning, Succession Planning, Exit Strategies, Executive Pay, Strategy, Mergers & Acquisitions, Due Diligence, Health Insurance, Small Business, Financial Advisory, Investments, Business Valuation, Private Equity, Acquisition Integration, Executive Management, Finance, Funding, Venture Capital, Corporate Development, Management, Equities, Angel Investing, Retirement, IPO
Education
San Francisco State University, College of Business 1983 — 1987
Bachelor of Science, International Business
Spreegle January 2014 - Present
Saint Andrews Episcopal School August 2011 - Present
MyCultureHub February 2014 - February 2015
Fifth Street Financial Group September 2009 - February 2015
Saint Andrews Episcopal School June 2012 - June 2013
New England Financial 2007 - 2009
Merrill Lynch 1999 - 2002
Skills
Buy-Sell Agreement..., C-Level Executive..., Employee Health Benefits, Key Person Protection, Supplemental Executive..., Cash Flow Protection..., Deferred Compensation, Start-up Consulting, Risk Mitigation, Executive Bonus Programs, Business Succession..., Exit Planning, Estate Planning..., Corporate-Owned Life..., Corporate-Owned..., M&A Compensation..., Employee Benefits, Start-ups, Supplemental, Estate Planning, Risk Management, Life Insurance, Compensation Strategies, Disability Insurance, Mergers, Buy-Sell, Retirement Planning, Succession Planning, Exit Strategies, Executive Pay, Strategy, Mergers & Acquisitions, Due Diligence, Health Insurance, Small Business, Financial Advisory, Investments, Business Valuation, Private Equity, Acquisition Integration, Executive Management, Finance, Funding, Venture Capital, Corporate Development, Management, Equities, Angel Investing, Retirement, IPO
Education
San Francisco State University, College of Business 1983 — 1987
Bachelor of Science, International Business
Ed Malloy's New England Financial Experience October 1998 - July 2003
Job Health Insurance Professional / Expert in Medicare Supplemental Plans
Industry Insurance
Experience
Malloy Medicare Advisors July 2003 - Present
New England Financial October 1998 - July 2003
Beneficial Savings Bank December 1989 - October 1998
TMR Appraisal Group 1987 - 1989
First Pennsylvania Bank 1986 - 1987
Beneficial Savings Bank 1978 - 1986
Skills
Disability Insurance, Insurance, Long-term Care, Medicare, Health Insurance, Fixed Annuities, Sales, Mortgage Lending, Life Insurance, Marketing, Managed Care, Business, Business Development, Employee Benefits, Term Life Insurance, Long Term Care Insurance, Whole Life, Healthcare
Education
Philadelphia University 1973 — 1978
BS, Marketing
Malloy Medicare Advisors July 2003 - Present
New England Financial October 1998 - July 2003
Beneficial Savings Bank December 1989 - October 1998
TMR Appraisal Group 1987 - 1989
First Pennsylvania Bank 1986 - 1987
Beneficial Savings Bank 1978 - 1986
Skills
Disability Insurance, Insurance, Long-term Care, Medicare, Health Insurance, Fixed Annuities, Sales, Mortgage Lending, Life Insurance, Marketing, Managed Care, Business, Business Development, Employee Benefits, Term Life Insurance, Long Term Care Insurance, Whole Life, Healthcare
Education
Philadelphia University 1973 — 1978
BS, Marketing
Sergey Petushkov Sergey Petushkov's New England Financial Experience January 1997 - January 2000
Job SQL developer at SunLife Financial
Industry Information Technology and Services
Experience
SunLife Financial April 2012 - Present
MetLife May 2005 - November 2008
Metlife July 1997 - June 2005
MetLife July 1997 - May 2005
New England Financial January 1997 - January 2000
Scientific Production Association January 1990 - January 1997
Skills
COBOL, SQL, SQL Server, XML, DB2, Stored Procedures, Mainframe, SDLC, Data Warehousing, SSRS, VB.NET, Databases, JCL, TSO, Easytrieve, SPUFI, IBM Utilities, DB2/SQL, MVS, Data Modeling, Application Development, Relational Databases, Database Design, ETL, Fileaid, SSAS, IBM Assembler, ADO.NET, WinForms, .NET, InstallShield, Software Installation, ASP.NET, Testing, Test Director, StarTeam, Change Management
Education
Saint Petersburg State Electrotechnical University "LETI"
B.S., Applied mathematics
SunLife Financial April 2012 - Present
MetLife May 2005 - November 2008
Metlife July 1997 - June 2005
MetLife July 1997 - May 2005
New England Financial January 1997 - January 2000
Scientific Production Association January 1990 - January 1997
Skills
COBOL, SQL, SQL Server, XML, DB2, Stored Procedures, Mainframe, SDLC, Data Warehousing, SSRS, VB.NET, Databases, JCL, TSO, Easytrieve, SPUFI, IBM Utilities, DB2/SQL, MVS, Data Modeling, Application Development, Relational Databases, Database Design, ETL, Fileaid, SSAS, IBM Assembler, ADO.NET, WinForms, .NET, InstallShield, Software Installation, ASP.NET, Testing, Test Director, StarTeam, Change Management
Education
Saint Petersburg State Electrotechnical University "LETI"
B.S., Applied mathematics
Fred Bailey Fred Bailey's New England Financial Experience 2004 - 2011
Job Government Service Contract Consultant
Industry Facilities Services
Experience
Government Service Contract October 2004 - Present
Rotary International District 6930 January 2012 - June 2014
Rotary International District 6930 July 2008 - June 2012
New England Financial 2004 - 2011
LEAD Brevard 2001 - 2010
45th Space Wing and Kennedy Space Center July 1998 - September 2004
45th Space Wing July 1987 - September 2004
US Air Force 1985 - 2004
Skills
Program Management, Fundraising, Team Management, Strategic Planning, Leadership, Team Leadership, Management, Team Building, Project Planning, Project Management, Integration, Budgets, Leadership Development, New Business Development, Microsoft Office, Negotiation, Customer Service, Operations Management, Business Planning, Process Improvement, Proposal Writing, Cross-functional Team..., Change Management, Contract Negotiation, Contract Management, Community Outreach, Public Speaking, Government, Training, Risk Management, Analysis, Organizational..., Business Development
Education
Leadership Brevard 1987 — 2009
San Jose State University 1961 — 1967
BSCE, Civil Engineering
Government Service Contract October 2004 - Present
Rotary International District 6930 January 2012 - June 2014
Rotary International District 6930 July 2008 - June 2012
New England Financial 2004 - 2011
LEAD Brevard 2001 - 2010
45th Space Wing and Kennedy Space Center July 1998 - September 2004
45th Space Wing July 1987 - September 2004
US Air Force 1985 - 2004
Skills
Program Management, Fundraising, Team Management, Strategic Planning, Leadership, Team Leadership, Management, Team Building, Project Planning, Project Management, Integration, Budgets, Leadership Development, New Business Development, Microsoft Office, Negotiation, Customer Service, Operations Management, Business Planning, Process Improvement, Proposal Writing, Cross-functional Team..., Change Management, Contract Negotiation, Contract Management, Community Outreach, Public Speaking, Government, Training, Risk Management, Analysis, Organizational..., Business Development
Education
Leadership Brevard 1987 — 2009
San Jose State University 1961 — 1967
BSCE, Civil Engineering
Anthony M. Calabrese, CFP®, PPC™, CIS's New England Financial Experience February 2001 - October 2004
Job CERTIFIED FINANCIAL PLANNER™ Beacon Wealth Management Group/ Assistant Men's Basketball Coach Montclair State Univ.
Industry Financial Services
Experience
Montclair State University June 2014 - Present
Beacon Wealth Management Group, LP/LPL Financial November 2004 - Present
Berkeley College- NJ September 2010 - June 2014
Kearny High School November 2005 - April 2009
New England Financial February 2001 - October 2004
Seaside Heights Beach Patrol May 1998 - September 2004
Skills
Investments, Retirement, Asset, Financial Planning, Insurance, Estate Planning, Fundraising, 401k, Wealth Management, Coaching, Strategic Financial..., Retirement Planning, Financial Advisory, Financial Services, Finance, Fixed Annuities, Securities, Life Insurance, Portfolio Management, Sales, Mutual Funds
Education
Institute of Busines and Finance 2010 — 2011
Certified Income Specialist, Income Planning
Fairleigh Dickinson University-Florham Campus 2002 — 2004
Professional, Certified Financial Planner
Rutgers University-New Brunswick 1997 — 2001
Bachelors, Economics/Finance
Triton High School 1994 — 1997
High School Diploma, NJ HS Curriculum
Montclair State University June 2014 - Present
Beacon Wealth Management Group, LP/LPL Financial November 2004 - Present
Berkeley College- NJ September 2010 - June 2014
Kearny High School November 2005 - April 2009
New England Financial February 2001 - October 2004
Seaside Heights Beach Patrol May 1998 - September 2004
Skills
Investments, Retirement, Asset, Financial Planning, Insurance, Estate Planning, Fundraising, 401k, Wealth Management, Coaching, Strategic Financial..., Retirement Planning, Financial Advisory, Financial Services, Finance, Fixed Annuities, Securities, Life Insurance, Portfolio Management, Sales, Mutual Funds
Education
Institute of Busines and Finance 2010 — 2011
Certified Income Specialist, Income Planning
Fairleigh Dickinson University-Florham Campus 2002 — 2004
Professional, Certified Financial Planner
Rutgers University-New Brunswick 1997 — 2001
Bachelors, Economics/Finance
Triton High School 1994 — 1997
High School Diploma, NJ HS Curriculum
Marc Weinberg Marc Weinberg's New England Financial Experience August 2007 - November 2007
Job Experienced manager & entrepenuer
Industry Accounting
Experience
TNT Fireworks June 2010 - December 2013
NH Tech Depot July 2009 - August 2010
Private Label Specialties November 2007 - July 2009
New England Financial August 2007 - November 2007
The Fermentation Station August 2005 - July 2007
Funspot November 2002 - October 2005
101st Airborne Division US Army August 1998 - August 2002
Skills
Budgets, Management, Customer Service, Sales, Training, CRM, B2B, Sales Management, Account Management, Team Building, Microsoft Office, Social Media Marketing, Marketing, Microsoft Word, Social Media, Negotiation, Merchandising, Inventory Management, Social Networking, Retail, Salesforce.com, Leadership, Employee Training, Time Management
Education
Plymouth State University 2003 — 2006
B.S, General Management
TNT Fireworks June 2010 - December 2013
NH Tech Depot July 2009 - August 2010
Private Label Specialties November 2007 - July 2009
New England Financial August 2007 - November 2007
The Fermentation Station August 2005 - July 2007
Funspot November 2002 - October 2005
101st Airborne Division US Army August 1998 - August 2002
Skills
Budgets, Management, Customer Service, Sales, Training, CRM, B2B, Sales Management, Account Management, Team Building, Microsoft Office, Social Media Marketing, Marketing, Microsoft Word, Social Media, Negotiation, Merchandising, Inventory Management, Social Networking, Retail, Salesforce.com, Leadership, Employee Training, Time Management
Education
Plymouth State University 2003 — 2006
B.S, General Management
Elizabeth Modero Elizabeth Modero's New England Financial Experience 2007 - 2010
Job Financial Services Professional
Industry Insurance
Experience
Tempewick Wealth Management March 2011 - July 2014
New England Financial 2007 - 2010
Meyer and Associates 2006 - 2007
Skills
Financial Statement..., Wealth Management, Long Term Care Insurance, Retirement Planning, Fixed Annuities, Series 63, Variable Annuities, Estate Planning, Securities, Retirement, Financial Advisory, Life Insurance, Marketing, Customer Service
Education
Seton Hall University 1981 — 1985
BS, Business Admin./Marketing
Tempewick Wealth Management March 2011 - July 2014
New England Financial 2007 - 2010
Meyer and Associates 2006 - 2007
Skills
Financial Statement..., Wealth Management, Long Term Care Insurance, Retirement Planning, Fixed Annuities, Series 63, Variable Annuities, Estate Planning, Securities, Retirement, Financial Advisory, Life Insurance, Marketing, Customer Service
Education
Seton Hall University 1981 — 1985
BS, Business Admin./Marketing
Bill Bolas's New England Financial Experience January 2010 - February 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2013 - Present
New England Financial January 2010 - February 2013
Ameriprise Financial July 2002 - January 2010
Ameriprise Financial September 2006 - May 2009
Skills
Investments, Retirement Planning
Education
Saint Bonaventure University 1997 — 2001
BA, Accounting & Finance
Rocky River High School 1993 — 1997
Wells Fargo Advisors, LLC February 2013 - Present
New England Financial January 2010 - February 2013
Ameriprise Financial July 2002 - January 2010
Ameriprise Financial September 2006 - May 2009
Skills
Investments, Retirement Planning
Education
Saint Bonaventure University 1997 — 2001
BA, Accounting & Finance
Rocky River High School 1993 — 1997
Niki Fournier Niki Fournier's New England Financial Experience February 1997 - May 2001
Job Sr. Executive Assistant at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) April 2007 - Present
Vitale, Caturano & Assoc May 2001 - June 2004
New England Financial February 1997 - May 2001
Skills
Outlook, Lotus Notes, PowerPoint, Word, Administration, Microsoft Excel, Time Management, Management, Spreadsheets
Education
Salem State College 1992 — 1995
Winthrop High School 1989 — 1992
John Hancock Life Insurance Company (U.S.A.) April 2007 - Present
Vitale, Caturano & Assoc May 2001 - June 2004
New England Financial February 1997 - May 2001
Skills
Outlook, Lotus Notes, PowerPoint, Word, Administration, Microsoft Excel, Time Management, Management, Spreadsheets
Education
Salem State College 1992 — 1995
Winthrop High School 1989 — 1992
Cheryl Canzanella, LUTCF Cheryl Canzanella, LUTCF's New England Financial Experience March 2010 - March 2012
Job Brokerage Director: Your source for MassMutual Life, LTC, Disability & Fixed Annuities
Industry Financial Services
Experience
MassMutual-Financial Design Associates April 2012 - Present
NAIFA Jacksonville 2010 - Present
WIFS Northeast Florida August 2011 - Present
NAIFA-Florida 2013 - Present
New England Financial March 2010 - March 2012
Prime Capital Services October 2008 - September 2009
Mutual Service Corporation March 2007 - June 2008
VALIC February 2005 - March 2007
Merrill Lynch 1999 - 2005
Skills
Fixed Annuities, Retirement, Insurance, Life Insurance, Disability Insurance, Mutual Funds, Long-term Care, 401k, Retirement Planning, Universal Life, Term Life Insurance, Financial Services, Brokers, Uniform Combined State..., 401k Rollovers, Long Term Care Insurance, Securities, Health Insurance, Small Business, Leadership, Series 7, Sales, Asset Allocation, Investments, Whole Life, Portfolio Management, Employee Benefits, Estate Planning, Critical Illness, Wealth Management..., Series 63, Variable Annuities, Finance, IRAs, Wealth Management, Business Planning, Strategic Planning, Series 6, FINRA, Underwriting, Medicare, Wealth
Education
The American College 2014 — 2016
CLU
The American College 2011 — 2013
LUTCF
Palm Beach Atlantic University 2002 — 2003
Bachelor, Organizational Management
MassMutual-Financial Design Associates April 2012 - Present
NAIFA Jacksonville 2010 - Present
WIFS Northeast Florida August 2011 - Present
NAIFA-Florida 2013 - Present
New England Financial March 2010 - March 2012
Prime Capital Services October 2008 - September 2009
Mutual Service Corporation March 2007 - June 2008
VALIC February 2005 - March 2007
Merrill Lynch 1999 - 2005
Skills
Fixed Annuities, Retirement, Insurance, Life Insurance, Disability Insurance, Mutual Funds, Long-term Care, 401k, Retirement Planning, Universal Life, Term Life Insurance, Financial Services, Brokers, Uniform Combined State..., 401k Rollovers, Long Term Care Insurance, Securities, Health Insurance, Small Business, Leadership, Series 7, Sales, Asset Allocation, Investments, Whole Life, Portfolio Management, Employee Benefits, Estate Planning, Critical Illness, Wealth Management..., Series 63, Variable Annuities, Finance, IRAs, Wealth Management, Business Planning, Strategic Planning, Series 6, FINRA, Underwriting, Medicare, Wealth
Education
The American College 2014 — 2016
CLU
The American College 2011 — 2013
LUTCF
Palm Beach Atlantic University 2002 — 2003
Bachelor, Organizational Management
Allison Schaberg's New England Financial Experience February 2007 - August 2012
Job General Agent at Consolidated Planning Group IncAmeritas
Industry Financial Services
Experience
Ameritas- Consolidated Planning Group Inc consolidatedplanninggroup.com September 2012 - Present
New England Financial February 2007 - August 2012
Foresters November 1995 - January 2007
Allstate Financial Services, LLC June 1992 - November 1995
Skills
Sales Management, Disability Insurance, Investments, Sales Operations, Life Insurance, Insurance, Financial Services, Sales & Marketing..., Strategic Financial..., Long-term Care, Health Insurance, Sales Process
Education
Southern Illinois University, Edwardsville
Ameritas- Consolidated Planning Group Inc consolidatedplanninggroup.com September 2012 - Present
New England Financial February 2007 - August 2012
Foresters November 1995 - January 2007
Allstate Financial Services, LLC June 1992 - November 1995
Skills
Sales Management, Disability Insurance, Investments, Sales Operations, Life Insurance, Insurance, Financial Services, Sales & Marketing..., Strategic Financial..., Long-term Care, Health Insurance, Sales Process
Education
Southern Illinois University, Edwardsville
Stephenie Barbuto Stephenie Barbuto's New England Financial Experience 2008 - 2010
Job Owner, WeatherTight Systems, inc.
Industry Construction
Experience
Self-employed September 2012 - Present
Weathertight systems 2012 - 2013
JPMorgan Chase 2010 - 2012
New England Financial 2008 - 2010
Skills
Project Estimation, Take-offs, Sales Presentations, Materials Management, Team Leadership, Building Relationships, Investments, Investment Banking, Banking, Loans, General Insurance, Insurance, Small Business, Strategic Financial..., Asset Management, Roofers, Insulation, Risk Management, Business Development, Negotiation
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2008
Bachelor's degree, Economics
University of Rhode Island - College of Business Administration 2003 — 2004
Self-employed September 2012 - Present
Weathertight systems 2012 - 2013
JPMorgan Chase 2010 - 2012
New England Financial 2008 - 2010
Skills
Project Estimation, Take-offs, Sales Presentations, Materials Management, Team Leadership, Building Relationships, Investments, Investment Banking, Banking, Loans, General Insurance, Insurance, Small Business, Strategic Financial..., Asset Management, Roofers, Insulation, Risk Management, Business Development, Negotiation
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2008
Bachelor's degree, Economics
University of Rhode Island - College of Business Administration 2003 — 2004
Stacy Cardinale Stacy Cardinale's New England Financial Experience April 2007 - February 2008
Job MBA, Marketing
Industry Marketing and Advertising
Experience
New Employment Options, LLC July 2012 - March 2013
Marvell Plate Glass, Inc. January 2011 - 2011
Baystate Financial Services April 2007 - February 2009
New England Financial April 2007 - February 2008
IntelliSoft Group August 2006 - March 2007
Skills
Marketing, Marketing Strategy, Social Media, Sales, Trade Shows, Business Development, Customer Service, Event Management, Microsoft Office, Microsoft Excel, Email Marketing, Social Media Marketing, Event Planning, Facebook, Advertising
Education
Southern New Hampshire University 2003 — 2005
MBA, Marketing
Nashua High School 1998 — 2000
general
New Employment Options, LLC July 2012 - March 2013
Marvell Plate Glass, Inc. January 2011 - 2011
Baystate Financial Services April 2007 - February 2009
New England Financial April 2007 - February 2008
IntelliSoft Group August 2006 - March 2007
Skills
Marketing, Marketing Strategy, Social Media, Sales, Trade Shows, Business Development, Customer Service, Event Management, Microsoft Office, Microsoft Excel, Email Marketing, Social Media Marketing, Event Planning, Facebook, Advertising
Education
Southern New Hampshire University 2003 — 2005
MBA, Marketing
Nashua High School 1998 — 2000
general
Ashley Tipple Ashley Tipple's New England Financial Experience November 2010 - October 2011
Job State Recruiting Coordinator at Aflac
Industry Staffing and Recruiting
Experience
Aflac February 2015 - Present
Glade Run Lutheran Services December 2012 - February 2015
New England Financial November 2010 - October 2011
Synergy Staffing, Inc February 2010 - May 2010
Robert Morris University December 2006 - October 2009
The Ohio State University August 2003 - December 2006
Skills
Policy, Problem Solving, Writing, Research, Community Outreach, Recruiting, Microsoft Excel, Interviews, Customer Service, Microsoft Office, Nonprofits, PowerPoint, Management, Training, Leadership, Team Leadership, Human Resources, Marketing, Staff Development, Hiring, Leadership Development, Organizational..., College Recruiting, Resume Writing, Employee Relations, Event Planning, Onboarding, Career Counseling, Fundraising, Talent Management, Public Speaking, Team Building, Program Development, HRIS, Applicant Tracking..., New Hire Orientations, Performance Management, Career Development, Employee Training, Teaching, Social Networking, Conflict Resolution, Admissions, Volunteer Management, Time Management, Talent Acquisition, Program Management, Employee Benefits, Contract Recruitment, Coaching
Education
Robert Morris University 2007 — 2009
MS, Organizational Studies
Wittenberg University 1999 — 2003
BA, English
Aflac February 2015 - Present
Glade Run Lutheran Services December 2012 - February 2015
New England Financial November 2010 - October 2011
Synergy Staffing, Inc February 2010 - May 2010
Robert Morris University December 2006 - October 2009
The Ohio State University August 2003 - December 2006
Skills
Policy, Problem Solving, Writing, Research, Community Outreach, Recruiting, Microsoft Excel, Interviews, Customer Service, Microsoft Office, Nonprofits, PowerPoint, Management, Training, Leadership, Team Leadership, Human Resources, Marketing, Staff Development, Hiring, Leadership Development, Organizational..., College Recruiting, Resume Writing, Employee Relations, Event Planning, Onboarding, Career Counseling, Fundraising, Talent Management, Public Speaking, Team Building, Program Development, HRIS, Applicant Tracking..., New Hire Orientations, Performance Management, Career Development, Employee Training, Teaching, Social Networking, Conflict Resolution, Admissions, Volunteer Management, Time Management, Talent Acquisition, Program Management, Employee Benefits, Contract Recruitment, Coaching
Education
Robert Morris University 2007 — 2009
MS, Organizational Studies
Wittenberg University 1999 — 2003
BA, English
Scott A Wight Scott A Wight's New England Financial Experience October 1990 - January 2001
Job Registered Representative, Cetera Advisor Networks
Industry Financial Services
Experience
Cetera Advisor Networks September 2013 - Present
New England Financial October 1990 - January 2001
Skills
Securities, Investments, Investment Strategies, FINRA, Wealth Management, Fixed Annuities, IRAs, Finance, Series 7, 401k, Retirement Planning, Mutual Funds, Retirement, Series 63, Series 6, Financial Planning, Insurance, Financial Services
Education
Salisbury University 1977 — 1981
BA, Finance
Cetera Advisor Networks September 2013 - Present
New England Financial October 1990 - January 2001
Skills
Securities, Investments, Investment Strategies, FINRA, Wealth Management, Fixed Annuities, IRAs, Finance, Series 7, 401k, Retirement Planning, Mutual Funds, Retirement, Series 63, Series 6, Financial Planning, Insurance, Financial Services
Education
Salisbury University 1977 — 1981
BA, Finance
Pat Hanahan's New England Financial Experience August 2010 - August 2012
Job Director | Philadelphia | New Jersey | Pittsburgh
Industry Commercial Real Estate
Experience
Bisnow April 2011 - Present
Wash On The Go April 2008 - Present
New England Financial August 2010 - August 2012
Creative Financial Group of NJ August 2010 - April 2011
Education
Penn State University 2006 — 2010
BA, Economics
Bisnow April 2011 - Present
Wash On The Go April 2008 - Present
New England Financial August 2010 - August 2012
Creative Financial Group of NJ August 2010 - April 2011
Education
Penn State University 2006 — 2010
BA, Economics
Tim Mayberry Tim Mayberry's New England Financial Experience July 2006 - December 2012
Job Manager of Operational Support at TEKsystems
Industry Information Technology and Services
Experience
TEKsystems November 2014 - Present
TEKsystems January 2013 - November 2014
New England Financial July 2006 - December 2012
Rendine Financial January 2006 - May 2006
Skills
Retirement Planning, Mutual Funds, Investments, Long-term Care, Estate Planning, Disability Insurance, Retirement, Wealth Management, Series 7, Series 63, Insurance, Leadership, Management
Education
Salisbury University - Perdue School of Business 2002 — 2006
Business, Finance & Economics
TEKsystems November 2014 - Present
TEKsystems January 2013 - November 2014
New England Financial July 2006 - December 2012
Rendine Financial January 2006 - May 2006
Skills
Retirement Planning, Mutual Funds, Investments, Long-term Care, Estate Planning, Disability Insurance, Retirement, Wealth Management, Series 7, Series 63, Insurance, Leadership, Management
Education
Salisbury University - Perdue School of Business 2002 — 2006
Business, Finance & Economics
Christopher Connelly's New England Financial Experience June 1998 - December 2004
Job Principal at Foley/Connelly Benefits Group
Industry Financial Services
Experience
Foley/Connelly Benefits Group March 2006 - Present
Foley/Connelly Financial Partners, LLC 2004 - Present
Fusion Financial Group 2004 - Present
New England Financial June 1998 - December 2004
Skills
Estate Planning, Retirement Planning, Fixed Annuities, Long-term Care, Strategic Financial..., Investments, Insurance, Retirement, Wealth Management, Series 7, Financial Analysis, Securities, Series 63, Financial Planning, Financial Planners, Investment Advisory, Mutual Funds, Asset Management, Financial Advisory, Wealth Management..., Pensions, Finance, Alternative Investments, Strategic Planning, Asset Allocation, Wealth Accumulation, Loans, Equities, Life Insurance, 401k, Mortgage Lending, Portfolio Management, Uniform Combined State..., Disability Insurance, IRAs, Financial Services
Education
Saint Michael's College 1994 — 1998
University of Massachusetts, Amherst 1994 — 1998
BA, Economics
Greenfield High School 1989 — 1993
Foley/Connelly Benefits Group March 2006 - Present
Foley/Connelly Financial Partners, LLC 2004 - Present
Fusion Financial Group 2004 - Present
New England Financial June 1998 - December 2004
Skills
Estate Planning, Retirement Planning, Fixed Annuities, Long-term Care, Strategic Financial..., Investments, Insurance, Retirement, Wealth Management, Series 7, Financial Analysis, Securities, Series 63, Financial Planning, Financial Planners, Investment Advisory, Mutual Funds, Asset Management, Financial Advisory, Wealth Management..., Pensions, Finance, Alternative Investments, Strategic Planning, Asset Allocation, Wealth Accumulation, Loans, Equities, Life Insurance, 401k, Mortgage Lending, Portfolio Management, Uniform Combined State..., Disability Insurance, IRAs, Financial Services
Education
Saint Michael's College 1994 — 1998
University of Massachusetts, Amherst 1994 — 1998
BA, Economics
Greenfield High School 1989 — 1993
Steve W Sterquell II Steve W Sterquell II's New England Financial Experience July 2010 - June 2011
Job Affordable Housing Compliance & Asset Management Professional
Industry Real Estate
Experience
Alden Torch Financial LLC November 2014 - Present
Comcap Asset Management November 2012 - October 2014
WNC & Associates June 2011 - November 2012
New England Financial July 2010 - June 2011
Intrepid Potash March 2010 - July 2010
American Housing Foundation February 2009 - May 2009
American Housing Foundation January 2007 - January 2009
American Housing Foundation January 2006 - January 2007
American Housing Foundation January 2003 - January 2006
American Housing Foundation June 2002 - January 2003
Skills
LIHTC, Tax Credits, Compliance, Section 8, HUD, USDA Rural Housing, Asset Management, Portfolio Management, Affordable Housing, Student Housing, Property Management, Financial Analysis, Site Inspections, Real Estate Development, Fair Housing, Operating Budgets, Real Estate Economics, Budgets, Property, Nonprofits, Contract Negotiation, Project Management, Disposition, Investments, Real Estate, Real Estate Transactions, Yardi, Finance, Leases, Investment Properties, Loans, Mergers & Acquisitions, Commercial Real Estate, Acquisitions, Lease Administration, Brokerage, Real Estate Financing, Rentals, OneSite, Tenant, Entitlements, HCCP, Investors, Valuation, Location Intelligence, Negotiation, Residential Homes, Tax Credit Compliance, Due Diligence, Dispositions
Education
Southern Methodist University 2005 — 2005
Professional Development Certificate Program, The Essentials of Finance and Accounting for Non-Financial Managers
University of Arkansas at Fayetteville 1995 — 2000
Bachelor's Degree, Small Business Management and Entrepreneurship
Alden Torch Financial LLC November 2014 - Present
Comcap Asset Management November 2012 - October 2014
WNC & Associates June 2011 - November 2012
New England Financial July 2010 - June 2011
Intrepid Potash March 2010 - July 2010
American Housing Foundation February 2009 - May 2009
American Housing Foundation January 2007 - January 2009
American Housing Foundation January 2006 - January 2007
American Housing Foundation January 2003 - January 2006
American Housing Foundation June 2002 - January 2003
Skills
LIHTC, Tax Credits, Compliance, Section 8, HUD, USDA Rural Housing, Asset Management, Portfolio Management, Affordable Housing, Student Housing, Property Management, Financial Analysis, Site Inspections, Real Estate Development, Fair Housing, Operating Budgets, Real Estate Economics, Budgets, Property, Nonprofits, Contract Negotiation, Project Management, Disposition, Investments, Real Estate, Real Estate Transactions, Yardi, Finance, Leases, Investment Properties, Loans, Mergers & Acquisitions, Commercial Real Estate, Acquisitions, Lease Administration, Brokerage, Real Estate Financing, Rentals, OneSite, Tenant, Entitlements, HCCP, Investors, Valuation, Location Intelligence, Negotiation, Residential Homes, Tax Credit Compliance, Due Diligence, Dispositions
Education
Southern Methodist University 2005 — 2005
Professional Development Certificate Program, The Essentials of Finance and Accounting for Non-Financial Managers
University of Arkansas at Fayetteville 1995 — 2000
Bachelor's Degree, Small Business Management and Entrepreneurship
Jim Blassingham's New England Financial Experience November 1991 - October 2001
Job Partner, Capital Financial Group
Industry Financial Services
Experience
Capital Financial Group 2001 - Present
New England Financial November 1991 - October 2001
Skills
Estate Planning, Employee Benefits, Investments, Health Insurance, Disability Insurance, Long Term Care, Annuities, Financial Planning, Mutual Funds, Wealth Management, Group Benefits, Term Life Insurance, 401k, IRA's, Insurance Planning
Education
American College 1987 — 1991
Chartered Life Underwriter, Insurance
Randolph-Macon College 1971 — 1975
Bachelor of Arts, Psychology - Liberal Arts
Maury High School 1969 — 1971
Capital Financial Group 2001 - Present
New England Financial November 1991 - October 2001
Skills
Estate Planning, Employee Benefits, Investments, Health Insurance, Disability Insurance, Long Term Care, Annuities, Financial Planning, Mutual Funds, Wealth Management, Group Benefits, Term Life Insurance, 401k, IRA's, Insurance Planning
Education
American College 1987 — 1991
Chartered Life Underwriter, Insurance
Randolph-Macon College 1971 — 1975
Bachelor of Arts, Psychology - Liberal Arts
Maury High School 1969 — 1971
Aimee Robertson's New England Financial Experience January 2005 - December 2011
Job Marketing Director
Industry Legal Services
Experience
BrewerLong PLLC September 2014 - Present
MetLife January 2012 - October 2013
New England Financial January 2005 - December 2011
Best Buddies International June 2002 - December 2004
Boy Scouts of America May 2001 - May 2002
Skills
Term Life Insurance, Disability Insurance, Fixed Annuities, Whole Life, Health Insurance, Marketing, Marketing Strategy, Email Marketing, Marketing Management, Direct Marketing, Marketing Research, 401k, Advertising, Analysis, Asset Allocation, Brand Awareness, Cold Calling, Customer Retention, Direct Mail, Employee Benefits, Estate Law, Estate Planning, Executive Benefit..., Financial Advisory, Financial Planners, Financial Services, IRAs, Insurance, Investments, Key Person Insurance, Life Insurance, Long Term Care Insurance, Long-term Care, Management, Market Planning, Mutual Funds, Program Management, Property, Retirement, Retirement Planning, Sales, Securities, Segmentation, Series 6, Series 63, Series 7, Small Business, Strategic Financial..., Succession Planning, Universal Life
Education
Rollins College - Crummer Graduate School of Business 1999 — 2001
MBA, Marketing
Rollins College 1996 — 1999
BA, Sociology
Winter Park Highschool 1992 — 1996
BrewerLong PLLC September 2014 - Present
MetLife January 2012 - October 2013
New England Financial January 2005 - December 2011
Best Buddies International June 2002 - December 2004
Boy Scouts of America May 2001 - May 2002
Skills
Term Life Insurance, Disability Insurance, Fixed Annuities, Whole Life, Health Insurance, Marketing, Marketing Strategy, Email Marketing, Marketing Management, Direct Marketing, Marketing Research, 401k, Advertising, Analysis, Asset Allocation, Brand Awareness, Cold Calling, Customer Retention, Direct Mail, Employee Benefits, Estate Law, Estate Planning, Executive Benefit..., Financial Advisory, Financial Planners, Financial Services, IRAs, Insurance, Investments, Key Person Insurance, Life Insurance, Long Term Care Insurance, Long-term Care, Management, Market Planning, Mutual Funds, Program Management, Property, Retirement, Retirement Planning, Sales, Securities, Segmentation, Series 6, Series 63, Series 7, Small Business, Strategic Financial..., Succession Planning, Universal Life
Education
Rollins College - Crummer Graduate School of Business 1999 — 2001
MBA, Marketing
Rollins College 1996 — 1999
BA, Sociology
Winter Park Highschool 1992 — 1996
Julie Kirby Julie Kirby's New England Financial Experience 1994 - 2000
Job Director, Shared Services at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Financial Services July 2013 - Present
John Hancock Financial Services October 2012 - July 2013
John Hancock Life Insurance Company (U.S.A.) May 2010 - 2012
John Hancock Financial Services 2006 - 2010
Manulife Financial/John Hancock 2002 - 2006
Manulife Financial 2000 - 2002
New England Financial 1994 - 2000
Skills
Process Improvement, Financial Services, Project Management, Series 6, Management, Insurance, Mutual Funds, Risk Management, Operations Management, Customer Service, Leadership, Series 7, Series 63, Business Process..., Change Management, CRM, Team Leadership, Operational Efficiency, Organizational..., Organizational..., Business Analysis, Interdepartmental..., Interdepartmental..., Project Planning, Business Innovation, Innovation Development
Education
Regis College 1990 — 1993
Bachelor of Arts (B.A.), Communication, General
University of New Hampshire 1990 — 1990
John Hancock Financial Services July 2013 - Present
John Hancock Financial Services October 2012 - July 2013
John Hancock Life Insurance Company (U.S.A.) May 2010 - 2012
John Hancock Financial Services 2006 - 2010
Manulife Financial/John Hancock 2002 - 2006
Manulife Financial 2000 - 2002
New England Financial 1994 - 2000
Skills
Process Improvement, Financial Services, Project Management, Series 6, Management, Insurance, Mutual Funds, Risk Management, Operations Management, Customer Service, Leadership, Series 7, Series 63, Business Process..., Change Management, CRM, Team Leadership, Operational Efficiency, Organizational..., Organizational..., Business Analysis, Interdepartmental..., Interdepartmental..., Project Planning, Business Innovation, Innovation Development
Education
Regis College 1990 — 1993
Bachelor of Arts (B.A.), Communication, General
University of New Hampshire 1990 — 1990
Angie Nowak, PHR, SHRM-CP's New England Financial Experience 2000 - 2003
Job Director at Toledo Public Schools
Industry Education Management
Experience
Toledo Public Schools November 2010 - Present
ProMedica St. Lukes Hospital October 2004 - November 2010
MassMutual Financial Group 2003 - 2004
New England Financial 2000 - 2003
Skills
Professional in HR, CPIM, Employee Benefits, Deferred Compensation, Insurance, PeopleSoft, Health Insurance, Benefits Administration, Recruiting, Employee Engagement, Talent Acquisition, Strategic Planning, Employee Relations, Leadership Development, Onboarding, Team Building, Customer Service, Talent Management, Employee Training, Interviews, Public Speaking, HRIS, Organizational..., Labor Relations, Training, Healthcare
Education
Spring Arbor University 2008 — 2011
Master of Business Administration (M.B.A.), Human Resources Management and Services, 4.0
University of Toledo 1996 — 2000
BBA, Management & Finance
Toledo Public Schools November 2010 - Present
ProMedica St. Lukes Hospital October 2004 - November 2010
MassMutual Financial Group 2003 - 2004
New England Financial 2000 - 2003
Skills
Professional in HR, CPIM, Employee Benefits, Deferred Compensation, Insurance, PeopleSoft, Health Insurance, Benefits Administration, Recruiting, Employee Engagement, Talent Acquisition, Strategic Planning, Employee Relations, Leadership Development, Onboarding, Team Building, Customer Service, Talent Management, Employee Training, Interviews, Public Speaking, HRIS, Organizational..., Labor Relations, Training, Healthcare
Education
Spring Arbor University 2008 — 2011
Master of Business Administration (M.B.A.), Human Resources Management and Services, 4.0
University of Toledo 1996 — 2000
BBA, Management & Finance
Lance P. Taxer Lance P. Taxer's New England Financial Experience February 1998 - December 2014
Job Financial Advisor at The Heartland Group
Industry Financial Services
Experience
The Heartland Group January 2015 - Present
New England Financial February 1998 - December 2014
Education
Roosevelt University 1989 — 1992
MBA, Accounting
Hebrew Theological College 1987 — 1991
BHL, Talmud
Ida Crown Jewish Academy
The Heartland Group January 2015 - Present
New England Financial February 1998 - December 2014
Education
Roosevelt University 1989 — 1992
MBA, Accounting
Hebrew Theological College 1987 — 1991
BHL, Talmud
Ida Crown Jewish Academy
Steven Glatzer,CLF ® Steven Glatzer,CLF ®'s New England Financial Experience May 2006 - May 2010
Job Agency Sales Director at MassMutual South Florida
Industry Financial Services
Experience
MassMutual South Florida August 2015 - Present
Principal Financial Group August 2012 - December 2014
New York Life Insurance Company 2010 - 2011
AXA Advisors January 2010 - May 2010
New England Financial May 2006 - May 2010
Lincoln Financal 2004 - 2006
Skills
Insurance, Strategy, Fixed Annuities, Management, Wealth Accumulation, Executive Benefit..., Variable Annuities, 401k, Buy-sell Agreements, Income Protection, IRAs, Series 7, Series 24, Deferred Compensation, Mutual Funds, Asset Management, Survivor Income, Term Life Insurance, Whole Life, Estate Planning, Strategic Financial..., Universal Life, Risk Management, Business Planning, Retirement Planning, Finance, Financial Services, Retirement, Life Insurance, Investments
Education
Quinnipiac University 1981 — 1982
Accounting
John F.Kennedy
MassMutual South Florida August 2015 - Present
Principal Financial Group August 2012 - December 2014
New York Life Insurance Company 2010 - 2011
AXA Advisors January 2010 - May 2010
New England Financial May 2006 - May 2010
Lincoln Financal 2004 - 2006
Skills
Insurance, Strategy, Fixed Annuities, Management, Wealth Accumulation, Executive Benefit..., Variable Annuities, 401k, Buy-sell Agreements, Income Protection, IRAs, Series 7, Series 24, Deferred Compensation, Mutual Funds, Asset Management, Survivor Income, Term Life Insurance, Whole Life, Estate Planning, Strategic Financial..., Universal Life, Risk Management, Business Planning, Retirement Planning, Finance, Financial Services, Retirement, Life Insurance, Investments
Education
Quinnipiac University 1981 — 1982
Accounting
John F.Kennedy
Jonathon Cochran Jonathon Cochran's New England Financial Experience February 2009 - February 2012
Job National Scouting Director at NCSA Athletic Recruiting
Industry Sports
Experience
NCSA Athletic Recruiting April 2014 - Present
New England Financial February 2009 - February 2012
Ameriprise Financial Services, Inc. May 2007 - February 2009
Education
Stanford University 2002 — 2007
Bachelor of Arts (BA), Public Policy
NCSA Athletic Recruiting April 2014 - Present
New England Financial February 2009 - February 2012
Ameriprise Financial Services, Inc. May 2007 - February 2009
Education
Stanford University 2002 — 2007
Bachelor of Arts (BA), Public Policy
Christopher Trainor, CFP® Christopher Trainor, CFP®'s New England Financial Experience March 2005 - April 2008
Job Financial Advisor at Burke Financial Strategies
Industry Financial Services
Experience
Burke Financial Strategies August 2014 - Present
Raymond James Financial, Inc. August 2014 - Present
Trainor Resources, LLC October 2011 - May 2014
New York Life April 2008 - October 2011
New England Financial March 2005 - April 2008
UBS PaineWebber October 1996 - March 2005
Skills
Investments, Insurance, Retirement, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Estate Planning, Securities, Strategic Financial..., Asset Allocation, Series 63, 401k, Investment Advisory, Equities, Life Insurance, Financial Services, Finance, Fixed Annuities, Financial Advisory, IRAs, Financial Planners, Relationship Management, Series 65, Wealth, Investment Strategies, Wealth Accumulation, Financial Planning, Portfolio Management, Management, Asset Management
Education
Seton Hall University 1992 — 1995
Bachelor of Arts (BA)
Hanover Park High School 1987 — 1991
Burke Financial Strategies August 2014 - Present
Raymond James Financial, Inc. August 2014 - Present
Trainor Resources, LLC October 2011 - May 2014
New York Life April 2008 - October 2011
New England Financial March 2005 - April 2008
UBS PaineWebber October 1996 - March 2005
Skills
Investments, Insurance, Retirement, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Estate Planning, Securities, Strategic Financial..., Asset Allocation, Series 63, 401k, Investment Advisory, Equities, Life Insurance, Financial Services, Finance, Fixed Annuities, Financial Advisory, IRAs, Financial Planners, Relationship Management, Series 65, Wealth, Investment Strategies, Wealth Accumulation, Financial Planning, Portfolio Management, Management, Asset Management
Education
Seton Hall University 1992 — 1995
Bachelor of Arts (BA)
Hanover Park High School 1987 — 1991
Jon Lawry Jon Lawry's New England Financial Experience July 2007 - October 2009
Job Financial Planner/Financial Services Representative at MetLife
Industry Financial Services
Experience
MetLife October 2009 - Present
New England Financial July 2007 - October 2009
New England Financial October 2003 - July 2007
Education
Oregon State University 1998 — 2003
Bachelor's degree, Business Administration and Management, General
MetLife October 2009 - Present
New England Financial July 2007 - October 2009
New England Financial October 2003 - July 2007
Education
Oregon State University 1998 — 2003
Bachelor's degree, Business Administration and Management, General
Andrew A. Gonzales Andrew A. Gonzales's New England Financial Experience July 2009 - August 2010
Job Making waves in the world of small business.
Industry Financial Services
Experience
OnDeck May 2014 - Present
Main Street Hub February 2014 - May 2014
Patch.com February 2012 - January 2014
AOL February 2012 - March 2013
Michael Page International August 2010 - January 2012
New England Financial July 2009 - August 2010
Skills
Online Advertising, Digital Media, Salesforce.com, Online News, Digital Video, Recruiting, Marketing, Microsoft Excel, Business Development, Account Management, Advertising, Interviews, Sales, Management, Leadership, Selling, Forecasting, Cold Calling, Sales Presentations, Marketing Strategy, Training, CRM, Social Networking, Retail, Social Media Marketing
Education
Seton Hall University
Bachelor of Arts
OnDeck May 2014 - Present
Main Street Hub February 2014 - May 2014
Patch.com February 2012 - January 2014
AOL February 2012 - March 2013
Michael Page International August 2010 - January 2012
New England Financial July 2009 - August 2010
Skills
Online Advertising, Digital Media, Salesforce.com, Online News, Digital Video, Recruiting, Marketing, Microsoft Excel, Business Development, Account Management, Advertising, Interviews, Sales, Management, Leadership, Selling, Forecasting, Cold Calling, Sales Presentations, Marketing Strategy, Training, CRM, Social Networking, Retail, Social Media Marketing
Education
Seton Hall University
Bachelor of Arts
Jacki Askelson Jacki Askelson's New England Financial Experience 2002 - 2005
Job Owner / Consultant at TandemCRM
Industry Computer Software
Experience
TandemCRM March 2015 - Present
ITAGroup April 2013 - August 2015
ITAGroup September 2009 - April 2013
ITAGroup May 2008 - September 2009
ITAGroup 2005 - 2008
New England Financial 2002 - 2005
Ameriprise Financial Services, Inc. 1999 - 2002
Skills
Corporate Communications, Marketing Communications, Salesforce.com, Marketing, Social Media Marketing, Market Research, Team-oriented, Business Process..., CRM, Customer Service, Training, Leadership, Strategic Partnerships, Program Management, Sales Process, Salesforce.com..., Salesforce Training
Education
Simpson College 1993 — 1997
BA, Psychology and Sociology
TandemCRM March 2015 - Present
ITAGroup April 2013 - August 2015
ITAGroup September 2009 - April 2013
ITAGroup May 2008 - September 2009
ITAGroup 2005 - 2008
New England Financial 2002 - 2005
Ameriprise Financial Services, Inc. 1999 - 2002
Skills
Corporate Communications, Marketing Communications, Salesforce.com, Marketing, Social Media Marketing, Market Research, Team-oriented, Business Process..., CRM, Customer Service, Training, Leadership, Strategic Partnerships, Program Management, Sales Process, Salesforce.com..., Salesforce Training
Education
Simpson College 1993 — 1997
BA, Psychology and Sociology
Joseph Alioto's New England Financial Experience January 2010 - July 2010
Job OSH Sales Consultant at Lancaster Safety Consulting, Inc.
Industry Sports
Experience
Pittsburgh Penguins July 2013 - Present
Keg n' Case Beer Distributor January 2001 - Present
On Demand Painting June 2006 - Present
Lancaster Safety Consulting, Inc. December 2013 - July 2015
H.J. Heinz Company January 2011 - December 2013
New England Financial January 2010 - July 2010
Champs Sports August 2009 - January 2010
Skills
Accounts Payable, Sales, Management, Customer Service, PowerPoint, Forecasting, Financial Analysis, Microsoft Office, Access, Microsoft Excel, Microsoft Word, Cold Calling, Finance, Leadership, Sales Growth, Sales Prospecting, New Leads, Presentation Skills, Public Speaking, Social Media, Marketing
Education
Robert Morris University 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pittsburgh-Johnstown 2005 — 2009
Bachelor of Arts (BA), Finance, General
North Hills High School 2001 — 2005
Pittsburgh Penguins July 2013 - Present
Keg n' Case Beer Distributor January 2001 - Present
On Demand Painting June 2006 - Present
Lancaster Safety Consulting, Inc. December 2013 - July 2015
H.J. Heinz Company January 2011 - December 2013
New England Financial January 2010 - July 2010
Champs Sports August 2009 - January 2010
Skills
Accounts Payable, Sales, Management, Customer Service, PowerPoint, Forecasting, Financial Analysis, Microsoft Office, Access, Microsoft Excel, Microsoft Word, Cold Calling, Finance, Leadership, Sales Growth, Sales Prospecting, New Leads, Presentation Skills, Public Speaking, Social Media, Marketing
Education
Robert Morris University 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pittsburgh-Johnstown 2005 — 2009
Bachelor of Arts (BA), Finance, General
North Hills High School 2001 — 2005
Helen Rooney Helen Rooney's New England Financial Experience October 1986 - January 1996
Job Business Procedures Consultant at MetLife Boston
Industry Insurance
Experience
MetLife February 1986 - Present
New England Financial October 1986 - January 1996
New England Mutual Life Insurance Company February 1986 - September 1986
Skills
SharePoint, Business Analysis
Education
Quincy College
MetLife February 1986 - Present
New England Financial October 1986 - January 1996
New England Mutual Life Insurance Company February 1986 - September 1986
Skills
SharePoint, Business Analysis
Education
Quincy College
Alex Worrell Alex Worrell's New England Financial Experience June 2011 - November 2011
Job Senior Technical Recruiter at Robert Half Technology
Industry Information Technology and Services
Experience
Robert Half Technology May 2015 - Present
Robert Half Technology September 2014 - Present
Rendazzo Inc July 2013 - September 2014
GEICO November 2011 - May 2013
New England Financial June 2011 - November 2011
Cassidy Turley, Commercial Real Estate Services January 2011 - April 2011
AT&T June 2008 - March 2009
Skills
Health Insurance, Life Insurance, Disability Insurance, Recruiting, Sales, Account Management, Customer Service, Business Development, Financial Reporting, Leadership, Real Estate, Relationship Management, Construction, B2B, Insurance, Estate Planning, Strategy, Management, Financial Planning
Education
University of San Diego 2009 — 2011
Bachelor of Science, Finance
University of San Diego 2009 — 2011
Administration, Business Administration/Finance
San Diego State University-California State University 2006 — 2008
Finance
Robert Half Technology May 2015 - Present
Robert Half Technology September 2014 - Present
Rendazzo Inc July 2013 - September 2014
GEICO November 2011 - May 2013
New England Financial June 2011 - November 2011
Cassidy Turley, Commercial Real Estate Services January 2011 - April 2011
AT&T June 2008 - March 2009
Skills
Health Insurance, Life Insurance, Disability Insurance, Recruiting, Sales, Account Management, Customer Service, Business Development, Financial Reporting, Leadership, Real Estate, Relationship Management, Construction, B2B, Insurance, Estate Planning, Strategy, Management, Financial Planning
Education
University of San Diego 2009 — 2011
Bachelor of Science, Finance
University of San Diego 2009 — 2011
Administration, Business Administration/Finance
San Diego State University-California State University 2006 — 2008
Finance
Charles Brown Charles Brown's New England Financial Experience January 1994 - January 1997
Job Director of Sales at Style Research
Industry Information Technology and Services
Experience
Style Research December 2014 - Present
Advisor Software June 2014 - October 2014
Windham Capital Management June 2011 - April 2014
Informa Investment Solutions January 2003 - June 2011
Lewtan Technologies May 2001 - May 2002
PCi Corporation January 2000 - March 2001
Eastern Bank January 1997 - January 2000
New England Financial January 1994 - January 1997
Prudential Financial May 1992 - January 1994
Skills
Performance Reporting, Risk Management, Portfolio Optimization, Asset Allocation, Bootstrapping, risk budgeting, higher moments, capital market..., portfolio construction, Investment Policy, efficient frontier, investment policy..., turbulance index, within horizon risk, Monte Carlo Simulation, cash flow modeling, endowment, mean variance, Management Consulting, advisor software, mean variance..., portfolio optimizer, portfolio optimization..., financial advisor..., windham portfolio..., windham, financial advisor tools, asset allocation models, Monte Carlo, Modern Portfolio Theory, Quantitative Analytics, Capital Markets, Quantitative Finance, Quantitative Investing, Separately Managed..., Investment Policy..., Risk Analytics, Portfolio Management, Asset Management, Investments, Investment Management, Investment Advisory, Finance, Financial Risk, Wealth Management, Management, Financial Services, Equities
Education
Roger Williams University 1988 — 1992
Bachelor of Science, Finance and Economics
Staples High school 1984 — 1988
Style Research December 2014 - Present
Advisor Software June 2014 - October 2014
Windham Capital Management June 2011 - April 2014
Informa Investment Solutions January 2003 - June 2011
Lewtan Technologies May 2001 - May 2002
PCi Corporation January 2000 - March 2001
Eastern Bank January 1997 - January 2000
New England Financial January 1994 - January 1997
Prudential Financial May 1992 - January 1994
Skills
Performance Reporting, Risk Management, Portfolio Optimization, Asset Allocation, Bootstrapping, risk budgeting, higher moments, capital market..., portfolio construction, Investment Policy, efficient frontier, investment policy..., turbulance index, within horizon risk, Monte Carlo Simulation, cash flow modeling, endowment, mean variance, Management Consulting, advisor software, mean variance..., portfolio optimizer, portfolio optimization..., financial advisor..., windham portfolio..., windham, financial advisor tools, asset allocation models, Monte Carlo, Modern Portfolio Theory, Quantitative Analytics, Capital Markets, Quantitative Finance, Quantitative Investing, Separately Managed..., Investment Policy..., Risk Analytics, Portfolio Management, Asset Management, Investments, Investment Management, Investment Advisory, Finance, Financial Risk, Wealth Management, Management, Financial Services, Equities
Education
Roger Williams University 1988 — 1992
Bachelor of Science, Finance and Economics
Staples High school 1984 — 1988
Amy Lea Sullivan Amy Lea Sullivan's New England Financial Experience 1997 - 1998
Job Manager/Buyer at Marie Selby Botanical Gardens
Industry Museums and Institutions
Experience
Marie Selby Botanical Gardens December 2008 - 2014
Impulse Enterprises, LLC 2007 - 2008
Annabelle's Home & Kitchen 2002 - 2007
Mettler's Retail Group, Inc. 1998 - 2001
New England Financial 1997 - 1998
Wild Eats Grille & Market 1997 - 1997
The White House 1996 - 1996
Hilliard Lyons 1994 - 1995
Marina Jack Inc. 1993 - 1993
Skills
Retail Buying, Fashion Buying, Budgets, Event Planning, Fundraising, Merchandise Planning, Customer Service, Trend Forecasting, Merchandising, Window Displays, Trend, Retail Sales, Retail, Nonprofits, Visual Merchandising, Assortment, Data Entry, Inventory Control, Store Management, Open to Buy Management, Product Development, Marketing, Social Media, Sales, Microsoft Office, Microsoft Excel, customer, Customer Satisfaction, Leadership, Management, Inventory Management, Business Planning, Budgeting, Forecasting, Budget Forecasts, Purchasing, Purchasing Negotiation, Point of Purchase, Sales Management, retai, merchan, Purchase Management, Strategic Planning
Education
University of South Florida 2001 — 2002
Graduate Degree Studies, Accounting and Business/Management
Roanoke College 1993 — 1997
Bachelor's Degree, Business Administration and Management, General
Cardinal Mooney High School 1989 — 1993
High School
Marie Selby Botanical Gardens December 2008 - 2014
Impulse Enterprises, LLC 2007 - 2008
Annabelle's Home & Kitchen 2002 - 2007
Mettler's Retail Group, Inc. 1998 - 2001
New England Financial 1997 - 1998
Wild Eats Grille & Market 1997 - 1997
The White House 1996 - 1996
Hilliard Lyons 1994 - 1995
Marina Jack Inc. 1993 - 1993
Skills
Retail Buying, Fashion Buying, Budgets, Event Planning, Fundraising, Merchandise Planning, Customer Service, Trend Forecasting, Merchandising, Window Displays, Trend, Retail Sales, Retail, Nonprofits, Visual Merchandising, Assortment, Data Entry, Inventory Control, Store Management, Open to Buy Management, Product Development, Marketing, Social Media, Sales, Microsoft Office, Microsoft Excel, customer, Customer Satisfaction, Leadership, Management, Inventory Management, Business Planning, Budgeting, Forecasting, Budget Forecasts, Purchasing, Purchasing Negotiation, Point of Purchase, Sales Management, retai, merchan, Purchase Management, Strategic Planning
Education
University of South Florida 2001 — 2002
Graduate Degree Studies, Accounting and Business/Management
Roanoke College 1993 — 1997
Bachelor's Degree, Business Administration and Management, General
Cardinal Mooney High School 1989 — 1993
High School
Katie Hollidge Nelson Katie Hollidge Nelson's New England Financial Experience March 2007 - July 2011
Job Talent Recruitment Vice President
Industry Human Resources
Experience
AlixPartners May 2013 - Present
AlixPartners July 2011 - April 2013
New England Financial March 2007 - July 2011
MetLife September 2001 - March 2007
Skills
Employee Benefits, Recruiting, Talent Acquisition, Technical Recruiting, Talent Management, Onboarding, Human Resources, Employee Relations, Executive Search, College Recruiting, Sourcing, Applicant Tracking..., Leadership, Strategy, Interviews, Performance Management, Benefits Administration, Personnel Management, Organizational..., HRIS, Internet Recruiting, Employee Engagement, PeopleSoft, Organizational Design, Temporary Placement, Workforce Planning, Deferred Compensation, Organizational..., Succession Planning, Taleo, Consulting
Education
Ohio Wesleyan University 1997 — 2001
BA, Economics Management
Grosse Pointe South High School 1993 — 1997
AlixPartners May 2013 - Present
AlixPartners July 2011 - April 2013
New England Financial March 2007 - July 2011
MetLife September 2001 - March 2007
Skills
Employee Benefits, Recruiting, Talent Acquisition, Technical Recruiting, Talent Management, Onboarding, Human Resources, Employee Relations, Executive Search, College Recruiting, Sourcing, Applicant Tracking..., Leadership, Strategy, Interviews, Performance Management, Benefits Administration, Personnel Management, Organizational..., HRIS, Internet Recruiting, Employee Engagement, PeopleSoft, Organizational Design, Temporary Placement, Workforce Planning, Deferred Compensation, Organizational..., Succession Planning, Taleo, Consulting
Education
Ohio Wesleyan University 1997 — 2001
BA, Economics Management
Grosse Pointe South High School 1993 — 1997
Anthony Abruzzo Anthony Abruzzo's New England Financial Experience October 2013 - September 2014
Job Diversified Financial Services Professional
Industry Financial Services
Experience
Capital One Investing March 2015 - Present
Cetera Advisors LLC September 2014 - May 2015
New England Financial October 2013 - September 2014
AXA Advisors April 2012 - August 2013
MF Global Securities USA September 2011 - April 2012
Cantor Fitzgerald LLC January 2010 - September 2011
Newedge USA LLC March 2009 - January 2011
Hold Brothers Online Investment Services June 2008 - March 2009
Bear Wagner Specialists, LLC April 1999 - March 2008
Van Der Moolen Specialists U.S July 1998 - March 1999
Skills
FINRA, Fixed Income, Options, Settlement, Middle Office, Prime Brokerage, Risk Management, Back Office, Trading, Derivatives, Capital Markets, Series 24, Equity Operations..., Series 7, DTC, Operations Management, Investment Banking, Trading Systems, Series 63, Annuity Sales, NJ Life and Anuuity..., NJ Accident and helath..., Customer Service..., OCC, Oasys, Advent, OFAC, Trace, NASDAQ, AML, Operational Risk, Equity Derivatives, Bonds, Process Improvement, Outlook, Equities, Securities, Project Planning, Compliance, Audit, client onboarding, Sungard, SIS, Customer Relations, Microsoft Office, Problem Solving, Word, PowerPoint, Customer Service, Program Management
Education
On-Site Insurance School 2011 — 2012
NJ Life and Health Producer License, Insurance
Securities Training Corporation 2006 — 2006
Series 7, 24, 55, 63 and 65, Investments and Securities
St. John's University 1996 — 1998
Bachelor's degree, Business Management
Christ the King Regional High School 1992 — 1996
diploma, academics
Capital One Investing March 2015 - Present
Cetera Advisors LLC September 2014 - May 2015
New England Financial October 2013 - September 2014
AXA Advisors April 2012 - August 2013
MF Global Securities USA September 2011 - April 2012
Cantor Fitzgerald LLC January 2010 - September 2011
Newedge USA LLC March 2009 - January 2011
Hold Brothers Online Investment Services June 2008 - March 2009
Bear Wagner Specialists, LLC April 1999 - March 2008
Van Der Moolen Specialists U.S July 1998 - March 1999
Skills
FINRA, Fixed Income, Options, Settlement, Middle Office, Prime Brokerage, Risk Management, Back Office, Trading, Derivatives, Capital Markets, Series 24, Equity Operations..., Series 7, DTC, Operations Management, Investment Banking, Trading Systems, Series 63, Annuity Sales, NJ Life and Anuuity..., NJ Accident and helath..., Customer Service..., OCC, Oasys, Advent, OFAC, Trace, NASDAQ, AML, Operational Risk, Equity Derivatives, Bonds, Process Improvement, Outlook, Equities, Securities, Project Planning, Compliance, Audit, client onboarding, Sungard, SIS, Customer Relations, Microsoft Office, Problem Solving, Word, PowerPoint, Customer Service, Program Management
Education
On-Site Insurance School 2011 — 2012
NJ Life and Health Producer License, Insurance
Securities Training Corporation 2006 — 2006
Series 7, 24, 55, 63 and 65, Investments and Securities
St. John's University 1996 — 1998
Bachelor's degree, Business Management
Christ the King Regional High School 1992 — 1996
diploma, academics
Cathleen E. Rossiter A 360* View of Servicing Customers Cathleen E. Rossiter A 360* View of Servicing Customers's New England Financial Experience August 1998 - January 2000
Job Business Relationship Consultant | Change Management Coach | Author | Speaker
Industry Professional Training & Coaching
Experience
Client Relations Insights May 2012 - Present
The Rossiter Report April 2012 - Present
Tenth Musings December 2011 - Present
Art Life Connection August 2011 - Present
Sun Life Financial February 2006 - July 2011
MetLife January 2001 - February 2006
MetLife May 2000 - January 2001
New England Financial August 1998 - January 2000
Skills
Efficient, meticulous..., creative problem solver, natural diplomat, Writing, Social Media, Public Speaking, Mentoring, Word, Insurance, Microsoft Word, Employee Benefits, Coaching, Creative Solutions, Management, Process Improvement, Entrepreneurship, Strategic Planning, Customer Service, Microsoft Excel, Microsoft Office, Change Management, New Business Development, Leadership Development, Training, Time Management, Marketing, Team Building, Organizational..., Strategy, CRM, Small Business, Leadership, Social Networking, Marketing Communications, Public Relations
Education
North Andover High School
Regis College
BACHELOR OF ARTS, POL. SCIENCE + GERMAN
Client Relations Insights May 2012 - Present
The Rossiter Report April 2012 - Present
Tenth Musings December 2011 - Present
Art Life Connection August 2011 - Present
Sun Life Financial February 2006 - July 2011
MetLife January 2001 - February 2006
MetLife May 2000 - January 2001
New England Financial August 1998 - January 2000
Skills
Efficient, meticulous..., creative problem solver, natural diplomat, Writing, Social Media, Public Speaking, Mentoring, Word, Insurance, Microsoft Word, Employee Benefits, Coaching, Creative Solutions, Management, Process Improvement, Entrepreneurship, Strategic Planning, Customer Service, Microsoft Excel, Microsoft Office, Change Management, New Business Development, Leadership Development, Training, Time Management, Marketing, Team Building, Organizational..., Strategy, CRM, Small Business, Leadership, Social Networking, Marketing Communications, Public Relations
Education
North Andover High School
Regis College
BACHELOR OF ARTS, POL. SCIENCE + GERMAN
Joan MacGregor, CASAC-T, CRPA Joan MacGregor, CASAC-T, CRPA's New England Financial Experience June 1998 - November 2001
Job Director of Human Resources at The Resource Training and Counseling Center
Industry Nonprofit Organization Management
Experience
The Resource Training and Counseling Center July 2014 - Present
The Resource Training Center/The Resource Recovery And Life Coaching Academy April 2010 - July 2014
Self Employed January 2003 - February 2010
Principal Financial Group December 2001 - September 2002
New England Financial June 1998 - November 2001
Skills
CASAC-T, RC, Fundraising, Non-profits, Workshop Facilitation, Public Speaking, Event Planning, Building Relationships, Program Development, Public Relations, Community Outreach, Business Networking, Marketing, Small Business, Training, Customer Service, Motivational..., Mental Health, System Administration, Nonprofits, Case Managment, Coaching, Team Building, Teaching, Prevention, Volunteer Management, Psychotherapy, Career Counseling, Community Development, Leadership Development, Conflict Resolution, Grants, Program Evaluation, Staff Development, Organizational..., Resume Writing, Social Services, Crisis Intervention, Psychology, Policy, Supervisory Skills, Youth Development, Career Development, Leadership, Adult Education, Behavioral Health, Case Management, Community Organizing, Mental Health Counseling, Group Therapy
Education
Pratt Institute 1971 — 1973
Art Education
Long Island Lutheran High School
Academic
The Resource Training and Counseling Center July 2014 - Present
The Resource Training Center/The Resource Recovery And Life Coaching Academy April 2010 - July 2014
Self Employed January 2003 - February 2010
Principal Financial Group December 2001 - September 2002
New England Financial June 1998 - November 2001
Skills
CASAC-T, RC, Fundraising, Non-profits, Workshop Facilitation, Public Speaking, Event Planning, Building Relationships, Program Development, Public Relations, Community Outreach, Business Networking, Marketing, Small Business, Training, Customer Service, Motivational..., Mental Health, System Administration, Nonprofits, Case Managment, Coaching, Team Building, Teaching, Prevention, Volunteer Management, Psychotherapy, Career Counseling, Community Development, Leadership Development, Conflict Resolution, Grants, Program Evaluation, Staff Development, Organizational..., Resume Writing, Social Services, Crisis Intervention, Psychology, Policy, Supervisory Skills, Youth Development, Career Development, Leadership, Adult Education, Behavioral Health, Case Management, Community Organizing, Mental Health Counseling, Group Therapy
Education
Pratt Institute 1971 — 1973
Art Education
Long Island Lutheran High School
Academic
Tom Winegar Tom Winegar's New England Financial Experience November 2007 - August 2010
Job Marketing at Vines and Valleys
Industry Financial Services
Experience
Vines and Valleys May 2010 - Present
New England Financial November 2007 - August 2010
Education
San Jose State University 1972 — 1977
Vines and Valleys May 2010 - Present
New England Financial November 2007 - August 2010
Education
San Jose State University 1972 — 1977
Jacob Woodall, CRPC®, MBA Jacob Woodall, CRPC®, MBA's New England Financial Experience December 2007 - August 2008
Job Financial Consultant at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation June 2014 - Present
CUNA Mutual Group August 2008 - June 2014
Patrick Henry Community College July 2011 - July 2012
New England Financial December 2007 - August 2008
NAMM 2006 - 2007
Skills
Strategic Partnerships, Microsoft Office, Budgets, Management, Microsoft Excel, Process Improvement, Microsoft Word, Customer Service, Public Speaking, Marketing, Negotiation, Human Resources, Insurance, PowerPoint, Leadership, Finance, Financial Analysis, Team Building, Training, Analysis, Strategic Planning, Forecasting, Sales
Education
Averett University
MBA, Business
Roanoke College
BBA, Business, Marketing conc.
Regions Financial Corporation June 2014 - Present
CUNA Mutual Group August 2008 - June 2014
Patrick Henry Community College July 2011 - July 2012
New England Financial December 2007 - August 2008
NAMM 2006 - 2007
Skills
Strategic Partnerships, Microsoft Office, Budgets, Management, Microsoft Excel, Process Improvement, Microsoft Word, Customer Service, Public Speaking, Marketing, Negotiation, Human Resources, Insurance, PowerPoint, Leadership, Finance, Financial Analysis, Team Building, Training, Analysis, Strategic Planning, Forecasting, Sales
Education
Averett University
MBA, Business
Roanoke College
BBA, Business, Marketing conc.
Anton Glovsky Anton Glovsky's New England Financial Experience December 2001 - July 2003
Job Director, Business Development at NCS Global
Industry Information Technology and Services
Experience
NCS Global, Inc. April 2012 - Present
AG Business Consultants October 2009 - April 2012
Great Meadows, LLC October 2006 - October 2009
Great Meadows, LLC October 2006 - October 2009
Liberty Group Partners July 2003 - December 2006
New England Financial December 2001 - July 2003
Grapeshot Media, LLC May 1998 - December 2001
Rykodisc May 1995 - April 1998
Rosin & Associates July 1991 - August 1993
Skills
Strategic Planning, Financial Modeling, Contract Negotiation, Marketing Strategy, Project Management, Competitive Analysis, Business Development, Start-ups, Team Building, Management, CRM, Entrepreneurship, Cross-functional Team..., Finance, Sales, Training, Sales Management, Outsourcing, Leadership, Marketing
Education
Saint Lawrence University 1989 — 1994
B.A, Philosophy
Wadham College/Wolsey Hall Oxford (UK) 1987 — 1989
Pro A Cert., Applied Economics
HWRHS
NCS Global, Inc. April 2012 - Present
AG Business Consultants October 2009 - April 2012
Great Meadows, LLC October 2006 - October 2009
Great Meadows, LLC October 2006 - October 2009
Liberty Group Partners July 2003 - December 2006
New England Financial December 2001 - July 2003
Grapeshot Media, LLC May 1998 - December 2001
Rykodisc May 1995 - April 1998
Rosin & Associates July 1991 - August 1993
Skills
Strategic Planning, Financial Modeling, Contract Negotiation, Marketing Strategy, Project Management, Competitive Analysis, Business Development, Start-ups, Team Building, Management, CRM, Entrepreneurship, Cross-functional Team..., Finance, Sales, Training, Sales Management, Outsourcing, Leadership, Marketing
Education
Saint Lawrence University 1989 — 1994
B.A, Philosophy
Wadham College/Wolsey Hall Oxford (UK) 1987 — 1989
Pro A Cert., Applied Economics
HWRHS
Melissa Claus Melissa Claus's New England Financial Experience January 2009 - March 2010
Job Registered Sales Assistant
Industry Financial Services
Experience
AT&T Wireless August 2010 - Present
Creative Financial Group January 2009 - Present
Principal Financial Group 2011 - 2012
Financial Advisors of Delaware Valley 2011 - 2011
New England Financial January 2009 - March 2010
Philly2Night.com 2010 - 2010
Weichert Realty July 2007 - August 2009
Wachovia March 2008 - June 2008
Wachovia Bank March 2008 - June 2008
Cordua & Co October 2006 - July 2007
Skills
Series 7, Mortgage Lending, Investments, Management, Loans, Real Estate, Finance, Financial Services, Team Building, Retail, Sales, Sales Management, Training, Life Insurance, Residential Mortgages, Customer Service
Education
Rowan College at Burlington County 1994 — 1995
N/A, General Studies
Holy Cross High School
Life & Health Insurance
Our Lady of Good Council
Our Lady of Good Council
State of New Jersey Real Estate
AT&T Wireless August 2010 - Present
Creative Financial Group January 2009 - Present
Principal Financial Group 2011 - 2012
Financial Advisors of Delaware Valley 2011 - 2011
New England Financial January 2009 - March 2010
Philly2Night.com 2010 - 2010
Weichert Realty July 2007 - August 2009
Wachovia March 2008 - June 2008
Wachovia Bank March 2008 - June 2008
Cordua & Co October 2006 - July 2007
Skills
Series 7, Mortgage Lending, Investments, Management, Loans, Real Estate, Finance, Financial Services, Team Building, Retail, Sales, Sales Management, Training, Life Insurance, Residential Mortgages, Customer Service
Education
Rowan College at Burlington County 1994 — 1995
N/A, General Studies
Holy Cross High School
Life & Health Insurance
Our Lady of Good Council
Our Lady of Good Council
State of New Jersey Real Estate
David Hick David Hick's New England Financial Experience January 1995 - March 2000
Job Channel Manager at Windstream Communications
Industry Telecommunications
Experience
Windstream Communications June 2012 - Present
Windstream Communications November 2007 - June 2012
CTC Communications April 2000 - November 2007
New England Financial January 1995 - March 2000
Skills
Channel, PRI, T1, Solution Selling, VoIP, Telecommunications, Long Distance, Sales, Cold Calling, Selling, Account Management, Direct Sales, Cisco Technologies
Education
Southern Connecticut State University 1988 — 1992
BS, Business
Windstream Communications June 2012 - Present
Windstream Communications November 2007 - June 2012
CTC Communications April 2000 - November 2007
New England Financial January 1995 - March 2000
Skills
Channel, PRI, T1, Solution Selling, VoIP, Telecommunications, Long Distance, Sales, Cold Calling, Selling, Account Management, Direct Sales, Cisco Technologies
Education
Southern Connecticut State University 1988 — 1992
BS, Business
Craig Ultsch Craig Ultsch's New England Financial Experience February 2009 - September 2009
Job Sales at The Chemical Company
Industry Utilities
Experience
The Chemical Company April 2011 - Present
Level 3 Communications June 2010 - February 2011
NCO Financial Systems April 2009 - May 2010
New England Financial February 2009 - September 2009
Woodland Hills Club July 2000 - September 2009
Macy's Department Stores October 2008 - April 2009
Student Managed Fund January 2006 - May 2007
Skills
Analysis, Customer Service, CRM, Business Strategy, Human Resources
Education
Roanoke College 2003 — 2007
Economics, Finance
Peters Township High School 1999 — 2003
Diploma, 2003
The Chemical Company April 2011 - Present
Level 3 Communications June 2010 - February 2011
NCO Financial Systems April 2009 - May 2010
New England Financial February 2009 - September 2009
Woodland Hills Club July 2000 - September 2009
Macy's Department Stores October 2008 - April 2009
Student Managed Fund January 2006 - May 2007
Skills
Analysis, Customer Service, CRM, Business Strategy, Human Resources
Education
Roanoke College 2003 — 2007
Economics, Finance
Peters Township High School 1999 — 2003
Diploma, 2003
James Ciprich, CFP®, MBA James Ciprich, CFP®, MBA's New England Financial Experience August 2002 - January 2005
Job Wealth Manager at RegentAtlantic Capital, LLC
Industry Financial Services
Experience
RegentAtlantic Capital, LLC December 2010 - Present
Fairleigh Dickinson University April 2007 - Present
RegentAtlantic Capital, LLC October 2007 - December 2010
USI Bertholon Rowland January 2005 - September 2007
New England Financial August 2002 - January 2005
Digital Club Network 2000 - 2003
Sony Music 1995 - 1997
EMI Music 1992 - 1992
Education
Rutgers Graduate School of Management 1995 — 1997
MBA, Finance
Rutgers College 1991 — 1995
BA, Economics
Middletown HS South
RegentAtlantic Capital, LLC December 2010 - Present
Fairleigh Dickinson University April 2007 - Present
RegentAtlantic Capital, LLC October 2007 - December 2010
USI Bertholon Rowland January 2005 - September 2007
New England Financial August 2002 - January 2005
Digital Club Network 2000 - 2003
Sony Music 1995 - 1997
EMI Music 1992 - 1992
Education
Rutgers Graduate School of Management 1995 — 1997
MBA, Finance
Rutgers College 1991 — 1995
BA, Economics
Middletown HS South
Ritsa Karakanas Ritsa Karakanas's New England Financial Experience January 2006 - May 2006
Job Logistics Management Specialist at United States Department of Defense
Industry Logistics and Supply Chain
Experience
United States Department of Defense November 2009 - Present
NCI Information Systems, Inc. November 2009 - December 2010
Health Plan One October 2008 - August 2009
New England Financial January 2006 - May 2006
Skills
Logistics Management, Logistics, Microsoft Office, Program Management, Leadership, Supply Chain Management
Education
Sacred Heart University 2008 — 2009
MBA, General Management
Sacred Heart University 2004 — 2007
BS, Business Administration, Marketing
United States Department of Defense November 2009 - Present
NCI Information Systems, Inc. November 2009 - December 2010
Health Plan One October 2008 - August 2009
New England Financial January 2006 - May 2006
Skills
Logistics Management, Logistics, Microsoft Office, Program Management, Leadership, Supply Chain Management
Education
Sacred Heart University 2008 — 2009
MBA, General Management
Sacred Heart University 2004 — 2007
BS, Business Administration, Marketing
Ellen (Yalun) Ma's New England Financial Experience July 2013 - September 2013
Job Managing Member at Up Angels
Industry Internet
Experience
Up Angels March 2015 - Present
PlusYoou March 2014 - Present
Mazars December 2013 - March 2014
CP Global Capital, a Chinese Private Equity firm April 2013 - March 2014
New England Financial July 2013 - September 2013
Skills
Data Analysis, Financial Analysis, Finance, Microsoft Excel, Public Speaking, Teamwork, Due Diligence, Angel Investing, Business Development, Research, Entrepreneurship, Microsoft Office, Matlab, Mandarin, C++, Java, Microsoft Word, Chinese, C, R, Photoshop, PowerPoint, Financial Modeling, market research, Market Analysis, Stock Market Analysis
Education
University of California, Los Angeles 2011 — 2015
Bachelor's Degree, Major in Mathematics/Economics, Minor in Global Studies
Stanford University 2010 — 2010
Non-Euclidean Geometry
Up Angels March 2015 - Present
PlusYoou March 2014 - Present
Mazars December 2013 - March 2014
CP Global Capital, a Chinese Private Equity firm April 2013 - March 2014
New England Financial July 2013 - September 2013
Skills
Data Analysis, Financial Analysis, Finance, Microsoft Excel, Public Speaking, Teamwork, Due Diligence, Angel Investing, Business Development, Research, Entrepreneurship, Microsoft Office, Matlab, Mandarin, C++, Java, Microsoft Word, Chinese, C, R, Photoshop, PowerPoint, Financial Modeling, market research, Market Analysis, Stock Market Analysis
Education
University of California, Los Angeles 2011 — 2015
Bachelor's Degree, Major in Mathematics/Economics, Minor in Global Studies
Stanford University 2010 — 2010
Non-Euclidean Geometry
Brandon Praznik's New England Financial Experience May 2010 - September 2010
Job National Product Manager
Industry Investment Management
Experience
Realty Capital Securities September 2014 - Present
Realty Capital Securities June 2012 - Present
Fidelity Investments June 2011 - June 2012
New England Financial May 2010 - September 2010
Morgan Stanley Wealth Management November 2009 - May 2010
Skills
Loans, Financial Analysis, Finance, Investments, Sales, Business Development, Series 7, Series 63, Alternative Investments, Asset Management, Investment Advisory, Retirement Planning
Education
Ohio Wesleyan University 2005 — 2009
Bachelor of Arts (BA), Economics
Realty Capital Securities September 2014 - Present
Realty Capital Securities June 2012 - Present
Fidelity Investments June 2011 - June 2012
New England Financial May 2010 - September 2010
Morgan Stanley Wealth Management November 2009 - May 2010
Skills
Loans, Financial Analysis, Finance, Investments, Sales, Business Development, Series 7, Series 63, Alternative Investments, Asset Management, Investment Advisory, Retirement Planning
Education
Ohio Wesleyan University 2005 — 2009
Bachelor of Arts (BA), Economics
William N. Goodman, CPA's New England Financial Experience January 2001 - June 2007
Job Certified Public Accountant at Werner & Company, PC, CPAs
Industry Accounting
Experience
Werner & Company, PC, CPAs February 2014 - Present
National Rifle Association 1973 - Present
Goodman & Company, Certified Public Accountants June 1963 - February 2014
American Independent Mortgage 1995 - 2008
New England Financial January 2001 - June 2007
Ivy Mortgage 1990 - 1999
Ivy Mortgage 1990 - 1999
Ivy Mortgage 1990 - 1999
Leader Nursing Centers, Inc. and Commonwealth Industries, Inc. February 1972 - August 1976
Peat Marwick & Mitchell (now KPMG) and Price Waterhouse, CPAs July 1964 - May 1972
Skills
QuickBooks, Strategic Planning, Real Estate, Auditing, Real Estate Transactions, Income Tax, Accounting, Commercial Real Estate, Small Business, Corporate Tax, Marketing, Long-term Care, Marketing Strategy, Tax Law, Investments, Budgets, Tax, Management, Leadership, Trusts, Insurance, Nonprofits, Finance, Tax Returns, Banking, Mergers & Acquisitions, CPA, Business Planning, Negotiation, Due Diligence, Contract Negotiation, Entrepreneurship, Investment Properties, New Business Development, Financial Analysis, Management Consulting, Funding, Strategic Financial..., Time Management, Team Building, Start-ups, Business Development, Property Management, Real Estate Economics, Coaching, Residential Homes, Asset Management, Sales, Real Estate Development, Property
Education
Many CPA, banking, insurance, and financial seminars and institutes -4000 hours 1964 — 2006
accounting, taxes, auditing
Talus CPA School 1967 — 1967
CPA advanced training and examination preparation
Penn State University 1960 — 1964
BS in Business Administration, Major in Accounting
Werner & Company, PC, CPAs February 2014 - Present
National Rifle Association 1973 - Present
Goodman & Company, Certified Public Accountants June 1963 - February 2014
American Independent Mortgage 1995 - 2008
New England Financial January 2001 - June 2007
Ivy Mortgage 1990 - 1999
Ivy Mortgage 1990 - 1999
Ivy Mortgage 1990 - 1999
Leader Nursing Centers, Inc. and Commonwealth Industries, Inc. February 1972 - August 1976
Peat Marwick & Mitchell (now KPMG) and Price Waterhouse, CPAs July 1964 - May 1972
Skills
QuickBooks, Strategic Planning, Real Estate, Auditing, Real Estate Transactions, Income Tax, Accounting, Commercial Real Estate, Small Business, Corporate Tax, Marketing, Long-term Care, Marketing Strategy, Tax Law, Investments, Budgets, Tax, Management, Leadership, Trusts, Insurance, Nonprofits, Finance, Tax Returns, Banking, Mergers & Acquisitions, CPA, Business Planning, Negotiation, Due Diligence, Contract Negotiation, Entrepreneurship, Investment Properties, New Business Development, Financial Analysis, Management Consulting, Funding, Strategic Financial..., Time Management, Team Building, Start-ups, Business Development, Property Management, Real Estate Economics, Coaching, Residential Homes, Asset Management, Sales, Real Estate Development, Property
Education
Many CPA, banking, insurance, and financial seminars and institutes -4000 hours 1964 — 2006
accounting, taxes, auditing
Talus CPA School 1967 — 1967
CPA advanced training and examination preparation
Penn State University 1960 — 1964
BS in Business Administration, Major in Accounting
Castleigh Johnson's New England Financial Experience October 2003 - May 2004
Job Risk and Project Management Leader
Industry Financial Services
Experience
AIG April 2014 - August 2015
Ernst & Young April 2013 - April 2014
Goldman Sachs March 2011 - July 2012
Federal Reserve Bank January 2008 - April 2011
JP Morgan May 2007 - August 2007
ADT Security Services/ Tyco Int'l October 2004 - August 2006
Waddell & Reed Advisors May 2004 - March 2005
New England Financial October 2003 - May 2004
Skills
Credit Analysis, Financial Analysis, Project Management, Contract Negotiation, Security Analysis, Front to Back Office, Compliance, Process Improvement, Risk Management, Credit Risk, Market Analysis, Market Risk, Change Management, Debt Settlement, Customer Service, Fixed Income, Data Analysis, Client Development, Financial Advisory, Financial Markets, Regulatory Capital, Regulatory Guidelines, Regulatory Analysis, Corporate Finance, Investment Banking, Capital Markets, Strategic Planning, Financial Modeling, Finance, Financial Risk, Banking, Financial Services, Management, Analysis
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Masters of Business Administration, Finance and Accounting
Penn State University 1998 — 2003
Bachelor of Science, Management and International Business
AIG April 2014 - August 2015
Ernst & Young April 2013 - April 2014
Goldman Sachs March 2011 - July 2012
Federal Reserve Bank January 2008 - April 2011
JP Morgan May 2007 - August 2007
ADT Security Services/ Tyco Int'l October 2004 - August 2006
Waddell & Reed Advisors May 2004 - March 2005
New England Financial October 2003 - May 2004
Skills
Credit Analysis, Financial Analysis, Project Management, Contract Negotiation, Security Analysis, Front to Back Office, Compliance, Process Improvement, Risk Management, Credit Risk, Market Analysis, Market Risk, Change Management, Debt Settlement, Customer Service, Fixed Income, Data Analysis, Client Development, Financial Advisory, Financial Markets, Regulatory Capital, Regulatory Guidelines, Regulatory Analysis, Corporate Finance, Investment Banking, Capital Markets, Strategic Planning, Financial Modeling, Finance, Financial Risk, Banking, Financial Services, Management, Analysis
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Masters of Business Administration, Finance and Accounting
Penn State University 1998 — 2003
Bachelor of Science, Management and International Business
Louann Keaveny's New England Financial Experience June 1988 - May 1994
Job Office Manager at Atlantic Broadband
Industry Telecommunications
Experience
Atlantic Broadband March 2014 - Present
S.D. Kelly & Associates October 2006 - March 2014
Atlantic Broadband LLC March 2004 - October 2006
MetLife January 1995 - June 2003
New England Financial June 1988 - May 1994
Skills
Technical Recruiting, College Recruiting, Staffing Services, Talent Acquisition, Executive Search, New Business Development, R&D, Lean Manufacturing, Product Management, Six Sigma, Automation, Process Improvement, Supply Management, Continuous Improvement, Manufacturing, Electronics, Engineering, Product Development, Semiconductors, Account Management, Quality Assurance
Education
Quincy College
Business Management
Atlantic Broadband March 2014 - Present
S.D. Kelly & Associates October 2006 - March 2014
Atlantic Broadband LLC March 2004 - October 2006
MetLife January 1995 - June 2003
New England Financial June 1988 - May 1994
Skills
Technical Recruiting, College Recruiting, Staffing Services, Talent Acquisition, Executive Search, New Business Development, R&D, Lean Manufacturing, Product Management, Six Sigma, Automation, Process Improvement, Supply Management, Continuous Improvement, Manufacturing, Electronics, Engineering, Product Development, Semiconductors, Account Management, Quality Assurance
Education
Quincy College
Business Management
Lance MacLean's New England Financial Experience 2001 - 2002
Job OPERATIONS PROGRAM MANAGEMENT CONSULTANT at Centric Consulting
Industry Insurance
Experience
Centric Consulting August 2015 - Present
CareSource 2014 - June 2015
TEK SYSTEMS 2013 - 2014
Cincinnati Children's Hospital January 2011 - 2013
American Modern Insurance Company/Munich Re 2004 - 2010
ANTHEM BLUE CROSS and SHIELD 2002 - 2004
New England Financial 2001 - 2002
ANTHEM BLUE CROSS and SHIELD/INTEGRATED COMP 1997 - 2001
CHUBB GROUP OF INSURANCE COMPANIES 1996 - 1997
CAP GEMINI 1996 - 1996
Skills
Process Improvement, Cross-functional Team..., Change Management, Leadership, Project Planning, Business Analysis, Strategy, Program Management, Insurance, Strategic Planning, SDLC, Business Process..., Microsoft Word, Analysis, Coaching, Risk Management, Management, Data Management, Metrics, Business Relationship..., Outlook, CRM, Customer Retention, ERP, Team Building, Agile Methodologies, Project Management, Business Process, Vendor Management, Consulting, Property & Casualty...
Education
Rutgers University-New Brunswick
BA
Northfield Mount Hermon
Centric Consulting August 2015 - Present
CareSource 2014 - June 2015
TEK SYSTEMS 2013 - 2014
Cincinnati Children's Hospital January 2011 - 2013
American Modern Insurance Company/Munich Re 2004 - 2010
ANTHEM BLUE CROSS and SHIELD 2002 - 2004
New England Financial 2001 - 2002
ANTHEM BLUE CROSS and SHIELD/INTEGRATED COMP 1997 - 2001
CHUBB GROUP OF INSURANCE COMPANIES 1996 - 1997
CAP GEMINI 1996 - 1996
Skills
Process Improvement, Cross-functional Team..., Change Management, Leadership, Project Planning, Business Analysis, Strategy, Program Management, Insurance, Strategic Planning, SDLC, Business Process..., Microsoft Word, Analysis, Coaching, Risk Management, Management, Data Management, Metrics, Business Relationship..., Outlook, CRM, Customer Retention, ERP, Team Building, Agile Methodologies, Project Management, Business Process, Vendor Management, Consulting, Property & Casualty...
Education
Rutgers University-New Brunswick
BA
Northfield Mount Hermon
Christopher M. Panell's New England Financial Experience 1993 - 2006
Job Sales Executive at ADP
Industry Human Resources
Experience
ADP September 2014 - Present
Guardian Life Insurance March 2009 - September 2014
MassMutual June 2007 - March 2009
New England Financial 1993 - 2006
Skills
Coaching, Series 6, Employee Benefits, Fixed Annuities, Retirement Planning, Life Insurance, Insurance, Disability Insurance, Retirement, Management, Mutual Funds, Long-term Care, Investments, Financial Services, Recruiting, Sales, 401k, Leadership, Term Life Insurance, Training, Team Building, Series 7, Sales Management, Health Insurance, Small Business, Estate Planning, Series 63
Education
Salem State University 1985 — 1990
BS, Education
ADP September 2014 - Present
Guardian Life Insurance March 2009 - September 2014
MassMutual June 2007 - March 2009
New England Financial 1993 - 2006
Skills
Coaching, Series 6, Employee Benefits, Fixed Annuities, Retirement Planning, Life Insurance, Insurance, Disability Insurance, Retirement, Management, Mutual Funds, Long-term Care, Investments, Financial Services, Recruiting, Sales, 401k, Leadership, Term Life Insurance, Training, Team Building, Series 7, Sales Management, Health Insurance, Small Business, Estate Planning, Series 63
Education
Salem State University 1985 — 1990
BS, Education
Michael Radakovich, CFP®, CLU, ChFC's New England Financial Experience June 1996 - October 2005
Job Founder Summit Advisors NW LLC
Industry Financial Services
Experience
Summit Advisors NW LLC April 2012 - Present
The University Club Foundation January 2012 - January 2014
Summit Financial Advisors, LLC October 2005 - April 2012
Financial Planning Association of Oregon & SW Washington December 2008 - December 2010
Kaplan October 2008 - March 2009
New England Financial June 1996 - October 2005
Society of Financial Service Professionals January 2001 - December 2002
Economic Growth Group June 1990 - May 1996
Skills
Estate Planning, Wealth Management, Retirement, Financial Advisory, Financial Planners, Securities, Asset Managment, Insurance, Wealth Management..., Certified Financial..., Personal Finance, Financial Services
Education
Oregon State University 1976 — 1981
BS, Business Administration
Jesuit 1972 — 1976
Summit Advisors NW LLC April 2012 - Present
The University Club Foundation January 2012 - January 2014
Summit Financial Advisors, LLC October 2005 - April 2012
Financial Planning Association of Oregon & SW Washington December 2008 - December 2010
Kaplan October 2008 - March 2009
New England Financial June 1996 - October 2005
Society of Financial Service Professionals January 2001 - December 2002
Economic Growth Group June 1990 - May 1996
Skills
Estate Planning, Wealth Management, Retirement, Financial Advisory, Financial Planners, Securities, Asset Managment, Insurance, Wealth Management..., Certified Financial..., Personal Finance, Financial Services
Education
Oregon State University 1976 — 1981
BS, Business Administration
Jesuit 1972 — 1976
Thomas Mykins's New England Financial Experience December 1999 - June 2008
Job Helping Companies Navigate through the Affordable Care Act
Industry Financial Services
Experience
Employee Benefit Professionals November 2012 - Present
Mykins Financial Group June 2008 - Present
New England Financial December 1999 - June 2008
Skills
Employee Benefits, Insurance, Retirement, Disability Insurance, Retirement Planning, Life Insurance, Term Life Insurance, Estate Planning, Long-term Care, Health Insurance, Fixed Annuities, 401k, Strategic Financial..., Mutual Funds, Investment Strategies, Long Term Care Insurance, Investments, Wealth Management, Asset Allocation, Investment Management, Succession Planning, Affordable Care Act, Health Care Reform, Multi-generational..., Voluntary Employee..., Finance
Education
Regis University 1995 — 1999
Bachelor of Arts (B.A.), History
Employee Benefit Professionals November 2012 - Present
Mykins Financial Group June 2008 - Present
New England Financial December 1999 - June 2008
Skills
Employee Benefits, Insurance, Retirement, Disability Insurance, Retirement Planning, Life Insurance, Term Life Insurance, Estate Planning, Long-term Care, Health Insurance, Fixed Annuities, 401k, Strategic Financial..., Mutual Funds, Investment Strategies, Long Term Care Insurance, Investments, Wealth Management, Asset Allocation, Investment Management, Succession Planning, Affordable Care Act, Health Care Reform, Multi-generational..., Voluntary Employee..., Finance
Education
Regis University 1995 — 1999
Bachelor of Arts (B.A.), History
Aaron Seafous's New England Financial Experience June 2002 - August 2003
Job Senior NetSuite Consultant at Bridgepoint Consulting, LLC
Industry Accounting
Experience
Bridgepoint Consulting, LLC January 2015 - Present
Bridgepoint Consulting April 2008 - December 2014
Aspen Heights 2014 - 2014
International Hanger August 2006 - March 2008
Renew Data February 2004 - February 2006
New England Financial June 2002 - August 2003
Skills
Financial Analysis, Accounting, General Ledger, Budgets, GAAP, Financial Reporting, Strategic Financial..., Due Diligence, Financial Modeling, Cash Flow, Strategic Planning, Accounts Payable
Education
St. Edward's University 1988 — 1992
BBA, Accounting
The University of Texas at Austin 1986 — 1988
Business - Accounting
Bridgepoint Consulting, LLC January 2015 - Present
Bridgepoint Consulting April 2008 - December 2014
Aspen Heights 2014 - 2014
International Hanger August 2006 - March 2008
Renew Data February 2004 - February 2006
New England Financial June 2002 - August 2003
Skills
Financial Analysis, Accounting, General Ledger, Budgets, GAAP, Financial Reporting, Strategic Financial..., Due Diligence, Financial Modeling, Cash Flow, Strategic Planning, Accounts Payable
Education
St. Edward's University 1988 — 1992
BBA, Accounting
The University of Texas at Austin 1986 — 1988
Business - Accounting
Jenneta Conover, SPHR's New England Financial Experience 1996 - 1999
Job HR Manager, Laurel Refinery, Pipelines & Terminals at CHS
Industry Oil & Energy
Experience
CHS June 2013 - Present
Suncor Energy August 2003 - May 2013
Comcast Cable September 1999 - July 2003
New England Financial 1996 - 1999
Skills
Workforce Planning, Employee Relations, Human Resources, Labor Relations, Onboarding, Succession Planning, Deferred Compensation, Management, Performance Management, Change Management, Employee Engagement, Personnel Management, HRIS, Pipelines, New Hire Orientations, Organizational Design, Talent Acquisition, Employee Benefits, Organizational..., Organizational..., Leadership Development, HR Policies, Recruiting, Talent Management, Refinery, Benefits Administration, Technical Recruiting, Applicant Tracking..., SAP HR, Employee Training
Education
Regis University
CHS June 2013 - Present
Suncor Energy August 2003 - May 2013
Comcast Cable September 1999 - July 2003
New England Financial 1996 - 1999
Skills
Workforce Planning, Employee Relations, Human Resources, Labor Relations, Onboarding, Succession Planning, Deferred Compensation, Management, Performance Management, Change Management, Employee Engagement, Personnel Management, HRIS, Pipelines, New Hire Orientations, Organizational Design, Talent Acquisition, Employee Benefits, Organizational..., Organizational..., Leadership Development, HR Policies, Recruiting, Talent Management, Refinery, Benefits Administration, Technical Recruiting, Applicant Tracking..., SAP HR, Employee Training
Education
Regis University
Brian Leite, CFA's New England Financial Experience January 2000 - October 2000
Job Head of Institutional Portfolio Management at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments April 2012 - Present
Fidelity Investments October 2000 - April 2012
New England Financial January 2000 - October 2000
BNY Mellon January 1998 - January 2000
Putnam Investments January 1997 - January 1998
Home Loan & Investment Bank August 1995 - January 1997
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, 401k, Equities, Retirement, Investments, Investment Management, Investment Strategies, Relationship Management, Institutional..., Performance Attribution, Retirement Planning, Fixed Income, Hedge Funds, Asset Management, Alternative Investments, Portfolio Management, Investment Advisory, Wealth Management, Securities, FINRA, Bloomberg
Education
Providence College
Master of Business Administration (M.B.A.), Finance, General
Fidelity Investments April 2012 - Present
Fidelity Investments October 2000 - April 2012
New England Financial January 2000 - October 2000
BNY Mellon January 1998 - January 2000
Putnam Investments January 1997 - January 1998
Home Loan & Investment Bank August 1995 - January 1997
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, 401k, Equities, Retirement, Investments, Investment Management, Investment Strategies, Relationship Management, Institutional..., Performance Attribution, Retirement Planning, Fixed Income, Hedge Funds, Asset Management, Alternative Investments, Portfolio Management, Investment Advisory, Wealth Management, Securities, FINRA, Bloomberg
Education
Providence College
Master of Business Administration (M.B.A.), Finance, General
Michael Begley's New England Financial Experience 2002 - 2006
Job Agency Vice President at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services February 2014 - Present
OneAmerica Financial Group June 2009 - May 2013
Principal Financial Group February 2006 - May 2009
New England Financial 2002 - 2006
Mass Mutual February 1996 - February 2002
Skills
Retirement Planning, Disability Insurance, Life Insurance, Finance, Long-term Care, Fixed Annuities, Investments, IRAs, Insurance, Term Life Insurance, 401k, FINRA, Strategic Financial..., Public Speaking, Long Term Care Insurance, Training, Series 6, Recruiting, Management, Retirement, Marketing
Education
Westfield State College 1974 — 1976
BS, Criminal Justice
Spring Hill College 1972 — 1974
cathedral high school
Ohio National Financial Services February 2014 - Present
OneAmerica Financial Group June 2009 - May 2013
Principal Financial Group February 2006 - May 2009
New England Financial 2002 - 2006
Mass Mutual February 1996 - February 2002
Skills
Retirement Planning, Disability Insurance, Life Insurance, Finance, Long-term Care, Fixed Annuities, Investments, IRAs, Insurance, Term Life Insurance, 401k, FINRA, Strategic Financial..., Public Speaking, Long Term Care Insurance, Training, Series 6, Recruiting, Management, Retirement, Marketing
Education
Westfield State College 1974 — 1976
BS, Criminal Justice
Spring Hill College 1972 — 1974
cathedral high school
Allan Chin, C.E.M.'s New England Financial Experience May 2009 - July 2010
Job
Industry Mechanical or Industrial Engineering
Experience
Pacific Coast Trane July 2013 - Present
Optimum Energy October 2010 - April 2013
Chase July 2010 - October 2010
New England Financial May 2009 - July 2010
Banc of America Investments May 2008 - March 2009
Trane June 2002 - June 2008
ifm efector, Inc. August 2000 - June 2002
Arkwin Industries August 1999 - August 2000
Skills
New Business Development, Sales Management, Contract Negotiation, Product Development, Sales Process, Business Development, Strategic Planning, Cross-functional Team..., Negotiation, Sales, Marketing, Energy, Solution Selling, Salesforce.com, Account Management, Direct Sales, Sales Operations, Product Marketing, Strategy, Selling, Product Management, Leadership, Strategic Partnerships, Start-ups, Competitive Analysis, SaaS, Sales Presentations, B2B, Enterprise Software, Lead Generation
Education
Rochester Institute of Technology 1994 — 1999
BS, Mechanical Engineering
Pacific Coast Trane July 2013 - Present
Optimum Energy October 2010 - April 2013
Chase July 2010 - October 2010
New England Financial May 2009 - July 2010
Banc of America Investments May 2008 - March 2009
Trane June 2002 - June 2008
ifm efector, Inc. August 2000 - June 2002
Arkwin Industries August 1999 - August 2000
Skills
New Business Development, Sales Management, Contract Negotiation, Product Development, Sales Process, Business Development, Strategic Planning, Cross-functional Team..., Negotiation, Sales, Marketing, Energy, Solution Selling, Salesforce.com, Account Management, Direct Sales, Sales Operations, Product Marketing, Strategy, Selling, Product Management, Leadership, Strategic Partnerships, Start-ups, Competitive Analysis, SaaS, Sales Presentations, B2B, Enterprise Software, Lead Generation
Education
Rochester Institute of Technology 1994 — 1999
BS, Mechanical Engineering
Terry Goodhue CFP®, ChFC®, CLU®'s New England Financial Experience 1987 - 1998
Job Wealth Management Advisor at Northwestern Mutual Financial
Industry Financial Services
Experience
Northwestern Mutual January 1998 - Present
New England Financial 1987 - 1998
Skills
Wealth Management, Retirement Planning, Financial Planning, Annuities, Investment Advisory, 401k, Employee Benefits, Long Term Care, Fixed Annuities, Estate Planning, Series 7, Asset Allocation, Long-term Care, Series 63, Strategic Financial..., Uniform Combined State..., Finance
Education
Saint Michael's College 1978 — 1981
Northwestern Mutual January 1998 - Present
New England Financial 1987 - 1998
Skills
Wealth Management, Retirement Planning, Financial Planning, Annuities, Investment Advisory, 401k, Employee Benefits, Long Term Care, Fixed Annuities, Estate Planning, Series 7, Asset Allocation, Long-term Care, Series 63, Strategic Financial..., Uniform Combined State..., Finance
Education
Saint Michael's College 1978 — 1981
Bill Tompkins's New England Financial Experience May 2007 - May 2010
Job Business Banking
Industry Banking
Experience
JPMorgan Chase May 2010 - Present
New England Financial May 2007 - May 2010
Education
Rollins College 2003 — 2007
Bachelors, Economics
JPMorgan Chase May 2010 - Present
New England Financial May 2007 - May 2010
Education
Rollins College 2003 — 2007
Bachelors, Economics
Stephanie Adkins's New England Financial Experience February 2004 - August 2011
Job Operations Manager at New England Financial
Industry Financial Services
Experience
New England Financial February 2004 - August 2011
Prudential Financial January 2001 - February 2004
Education
St. Edward's University 2000 — 2002
MBA, Business Management
Southwestern University 1994 — 1998
BA, Psychology
New England Financial February 2004 - August 2011
Prudential Financial January 2001 - February 2004
Education
St. Edward's University 2000 — 2002
MBA, Business Management
Southwestern University 1994 — 1998
BA, Psychology
Richard deMontigny's New England Financial Experience February 2001 - February 2003
Job Director of Compliance at Signator Investors, Inc.
Industry Financial Services
Experience
John Hancock Financial Network February 2013 - Present
John Hancock Financial Network May 2004 - February 2013
New England Financial February 2001 - February 2003
Phoenix Finanical Associates October 1999 - February 2001
Skills
FINRA Series 7, 24, 51,..., Life, Accident, Health..., Property and Casualty...
Education
Saint Michael's College 1978 — 1982
Bachelor's Degree
John Hancock Financial Network February 2013 - Present
John Hancock Financial Network May 2004 - February 2013
New England Financial February 2001 - February 2003
Phoenix Finanical Associates October 1999 - February 2001
Skills
FINRA Series 7, 24, 51,..., Life, Accident, Health..., Property and Casualty...
Education
Saint Michael's College 1978 — 1982
Bachelor's Degree
Robert Weidenbaum's New England Financial Experience December 2007 - Present
Job Financial Services Representative at New England Financial
Industry Financial Services
Experience
New England Financial December 2007 - Present
Berkely Group 2004 - 2007
Education
Queens College 1983 — 1988
BA, History
New England Financial December 2007 - Present
Berkely Group 2004 - 2007
Education
Queens College 1983 — 1988
BA, History
Dennis Leverette's New England Financial Experience 2008 - 2009
Job CoOwner
Industry Sports
Experience
Palmetto Lacrosse Store 2009 - Present
New England Financial 2008 - 2009
Education
Roanoke College 2002 — 2006
BBA, Business Administration, Mathematics
Palmetto Lacrosse Store 2009 - Present
New England Financial 2008 - 2009
Education
Roanoke College 2002 — 2006
BBA, Business Administration, Mathematics
Ben Windsor's New England Financial Experience June 2000 - August 2001
Job Managing Director Albion Investment Company
Industry Financial Services
Experience
Homecare Connect May 2011 - April 2014
Federated Investors, Inc. November 2007 - October 2008
Deutsche Asset Management August 2001 - August 2003
New England Financial June 2000 - August 2001
Brown Brothers Harriman January 1999 - May 2000
Skills
Marketing Strategy, Marketing, Marketing Research, Product Marketing, Finance, Financial Reporting, Financial Analysis, Financial Accounting, Account Reconciliation, Accounting, Fund Accounting, Mutual Funds, Microsoft Office, Bloomberg, Reuters, New Business Development, Equities, Management, Strategy
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2006
MBA, Marketing & Finance
Ohio Wesleyan University 1993 — 1997
BA, History
Rivers School
Homecare Connect May 2011 - April 2014
Federated Investors, Inc. November 2007 - October 2008
Deutsche Asset Management August 2001 - August 2003
New England Financial June 2000 - August 2001
Brown Brothers Harriman January 1999 - May 2000
Skills
Marketing Strategy, Marketing, Marketing Research, Product Marketing, Finance, Financial Reporting, Financial Analysis, Financial Accounting, Account Reconciliation, Accounting, Fund Accounting, Mutual Funds, Microsoft Office, Bloomberg, Reuters, New Business Development, Equities, Management, Strategy
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2006
MBA, Marketing & Finance
Ohio Wesleyan University 1993 — 1997
BA, History
Rivers School
John Larson's New England Financial Experience January 1997 - January 2000
Job VP Investment Specialist
Industry Financial Services
Experience
Summit Advisor Solutions July 2010 - Present
Global View Capital Management, Ltd. May 2014 - Present
Curian Capital January 2007 - June 2010
Nationwide Financial January 2001 - January 2007
Retirement Distribution Strategies January 2000 - January 2001
New England Financial January 1997 - January 2000
John Hancock Financial January 1995 - January 1997
Larson Paint and Hardware January 1982 - January 1995
Education
Salem State University
BA, Business Administration
Summit Advisor Solutions July 2010 - Present
Global View Capital Management, Ltd. May 2014 - Present
Curian Capital January 2007 - June 2010
Nationwide Financial January 2001 - January 2007
Retirement Distribution Strategies January 2000 - January 2001
New England Financial January 1997 - January 2000
John Hancock Financial January 1995 - January 1997
Larson Paint and Hardware January 1982 - January 1995
Education
Salem State University
BA, Business Administration
Loren Holsten's New England Financial Experience January 2002 - April 2003
Job Determined JobSeeker
Industry Computer Software
Experience
Fonseca/McElroy Grinding Company, Inc. December 2011 - March 2013
Fortify Software February 2006 - February 2010
Silicon Valley Community Newspapers May 2005 - February 2006
Innovative Therapy Services August 2004 - December 2005
Balloonatics, Inc May 2002 - August 2004
New England Financial January 2002 - April 2003
Hungry Hunter Steakhouse November 2001 - May 2002
City of Milpitas, Aquatics Department June 2001 - August 2001
Skills
Customer Service, Outlook, Sales, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Salesforce.com
Education
San Jose State University 2001 — 2005
Bachelor's degree, Advertising
Milpitas High School
San Jose State University
San Jose State University
Bachelor of Science, Advertising; art
Fonseca/McElroy Grinding Company, Inc. December 2011 - March 2013
Fortify Software February 2006 - February 2010
Silicon Valley Community Newspapers May 2005 - February 2006
Innovative Therapy Services August 2004 - December 2005
Balloonatics, Inc May 2002 - August 2004
New England Financial January 2002 - April 2003
Hungry Hunter Steakhouse November 2001 - May 2002
City of Milpitas, Aquatics Department June 2001 - August 2001
Skills
Customer Service, Outlook, Sales, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Salesforce.com
Education
San Jose State University 2001 — 2005
Bachelor's degree, Advertising
Milpitas High School
San Jose State University
San Jose State University
Bachelor of Science, Advertising; art
Laurence Cochrane's New England Financial Experience 1982 - 2003
Job Vice President, Retail Product Distribution
Industry Financial Services
Experience
Securian Financial Group January 2011 - Present
Securian Financial Group August 2006 - December 2010
New England Financial 1982 - 2003
Skills
Series 6, Retirement Planning, Strategic Financial..., Series 63, Employee Benefits, Estate Planning, Fixed Annuities, Marketing Strategy, Insurance, 401k, Series 7, Asset Allocation, Disability Insurance
Education
Providence College 1976 — 1980
Bachelor of Science (BS), Economics
Securian Financial Group January 2011 - Present
Securian Financial Group August 2006 - December 2010
New England Financial 1982 - 2003
Skills
Series 6, Retirement Planning, Strategic Financial..., Series 63, Employee Benefits, Estate Planning, Fixed Annuities, Marketing Strategy, Insurance, 401k, Series 7, Asset Allocation, Disability Insurance
Education
Providence College 1976 — 1980
Bachelor of Science (BS), Economics
Vanessa Freaney's New England Financial Experience January 2003 - August 2008
Job Marketing, Management Professional
Industry Marketing and Advertising
Experience
New England Financial January 2003 - August 2008
New England Financial August 2000 - December 2004
Education
Pace University - Lubin School of Business 1995 — 1999
Bachelors, Marketing
New England Financial January 2003 - August 2008
New England Financial August 2000 - December 2004
Education
Pace University - Lubin School of Business 1995 — 1999
Bachelors, Marketing
Wendy Gancarz's New England Financial Experience May 1997 - July 2007
Job Office Manager at Temco Tool Co Inc
Industry Machinery
Experience
Temco Tool Co Inc November 2007 - Present
New England Financial May 1997 - July 2007
Skills
Microsoft Office, Office Management, Administrative..., Accounts Receivable, Outlook, Microsoft Excel, Office Administration, Invoicing, Spreadsheets, QuickBooks, Lotus Notes, Accounts Payable, Payroll, Expenses, Administration, Account Reconciliation, Process Improvement, Budgets, Inventory Management, Process Scheduler, Customer Service, Microsoft Word
Education
Southern New Hampshire University
Bachelor's degree, Business Finance
Temco Tool Co Inc November 2007 - Present
New England Financial May 1997 - July 2007
Skills
Microsoft Office, Office Management, Administrative..., Accounts Receivable, Outlook, Microsoft Excel, Office Administration, Invoicing, Spreadsheets, QuickBooks, Lotus Notes, Accounts Payable, Payroll, Expenses, Administration, Account Reconciliation, Process Improvement, Budgets, Inventory Management, Process Scheduler, Customer Service, Microsoft Word
Education
Southern New Hampshire University
Bachelor's degree, Business Finance
Shawn Schneider's New England Financial Experience January 2000 - January 2001
Job National Internal Sales Manager Penn Mutual
Industry Financial Services
Experience
Penn Mutual December 2014 - Present
Lincoln Financial Distributors December 2010 - Present
Lincoln Financial Distributors June 2006 - December 2010
Lincoln Financial Distributors December 2004 - June 2006
M&K Financial Services 2002 - 2004
Waddell & Reed January 2001 - February 2002
New England Financial January 2000 - January 2001
Skills
Series 6, Series 63, Fixed Annuities, Series 7, Retirement Planning, Retirement, 401k, Variable Annuities, Financial Services, Insurance, FINRA, Securities, Strategic Financial..., Management, Investments, Annuities, Financial Planning, Microsoft Office, Microsoft Excel, Customer Service, Sales Management, Salesforce.com, Direct Sales, Sales Process, Mutual Funds, Training, Employee Training, Train New Employees, Microsoft Word, Public Speaking, Team Building, Building High..., Sales
Education
Saint Anselm College 1995 — 2000
BA, Business
Penn Mutual December 2014 - Present
Lincoln Financial Distributors December 2010 - Present
Lincoln Financial Distributors June 2006 - December 2010
Lincoln Financial Distributors December 2004 - June 2006
M&K Financial Services 2002 - 2004
Waddell & Reed January 2001 - February 2002
New England Financial January 2000 - January 2001
Skills
Series 6, Series 63, Fixed Annuities, Series 7, Retirement Planning, Retirement, 401k, Variable Annuities, Financial Services, Insurance, FINRA, Securities, Strategic Financial..., Management, Investments, Annuities, Financial Planning, Microsoft Office, Microsoft Excel, Customer Service, Sales Management, Salesforce.com, Direct Sales, Sales Process, Mutual Funds, Training, Employee Training, Train New Employees, Microsoft Word, Public Speaking, Team Building, Building High..., Sales
Education
Saint Anselm College 1995 — 2000
BA, Business
Evan Trump's New England Financial Experience Account ExecutiveMultiple Services Mailing EquipmentJuly 2006 - January 2008
Job Registered Representative at New England Financial
Industry Financial Services
Experience
New England Financial Account ExecutiveMultiple Services Mailing EquipmentJuly 2006 - January 2008
Education
Southeast Missouri State University 1993 — 2009
Business Management
New England Financial Account ExecutiveMultiple Services Mailing EquipmentJuly 2006 - January 2008
Education
Southeast Missouri State University 1993 — 2009
Business Management
Hayley Brotherton's New England Financial Experience 2013 - 2013
Job Sourcer/Recruiter & Theatrical Production Manager
Industry Staffing and Recruiting
Experience
Volt Workforce Solutions March 2015 - Present
Stage Door Players June 2010 - Present
Synchronicity Theatre 2010 - Present
Georgia Ensemble Theater 2007 - Present
Dad's Garage Theatre Company 2005 - Present
Kinetix March 2014 - March 2015
The Center for Puppetry Arts June 2011 - March 2013
New England Financial 2013 - 2013
People Store, Inc. 2007 - 2009
Metro Atlanta Arts and Culture Coalition 2005 - 2007
Skills
Acting, Theatre, Stage, Creative Writing, Performing Arts, Management, Event Planning, Event Management, Musical Theatre, Stage Management, Directing, Nonprofits, Entertainment, Improvisation
Education
Shorter College 2000 — 2004
Theatre Performance, Performance and Technical Theatre
Parkview High School 1996 — 2000
High school diploma, Business/Commerce, General
Volt Workforce Solutions March 2015 - Present
Stage Door Players June 2010 - Present
Synchronicity Theatre 2010 - Present
Georgia Ensemble Theater 2007 - Present
Dad's Garage Theatre Company 2005 - Present
Kinetix March 2014 - March 2015
The Center for Puppetry Arts June 2011 - March 2013
New England Financial 2013 - 2013
People Store, Inc. 2007 - 2009
Metro Atlanta Arts and Culture Coalition 2005 - 2007
Skills
Acting, Theatre, Stage, Creative Writing, Performing Arts, Management, Event Planning, Event Management, Musical Theatre, Stage Management, Directing, Nonprofits, Entertainment, Improvisation
Education
Shorter College 2000 — 2004
Theatre Performance, Performance and Technical Theatre
Parkview High School 1996 — 2000
High school diploma, Business/Commerce, General
John Endriss's New England Financial Experience October 1997 - March 2001
Job Director of Advanced Markets at NLEC
Industry Insurance
Experience
NLEC April 2005 - Present
BISYS April 2003 - April 2005
The Dempsey Companies March 2001 - May 2003
New England Financial October 1997 - March 2001
Endriss & Associates August 1985 - September 1997
Skills
Certified Financial..., Certified Estate Planner, Charter Financial..., Charter Life Underwriter, Registrered Employee..., Regististed Health..., Life Underwriting..., Series 24, Series 7, Series 6, Series 65, Series 63, Life Insurance, Retirement, Insurance, Employee Benefits, Disability Insurance, Long-term Care, Fixed Annuities, Retirement Planning, Securities, Variable Annuities, Variable Life, Wealth, Wealth Management
Education
University of South Florida 1983 — 1985
Manatee Community College 1981 — 1983
AA
NLEC April 2005 - Present
BISYS April 2003 - April 2005
The Dempsey Companies March 2001 - May 2003
New England Financial October 1997 - March 2001
Endriss & Associates August 1985 - September 1997
Skills
Certified Financial..., Certified Estate Planner, Charter Financial..., Charter Life Underwriter, Registrered Employee..., Regististed Health..., Life Underwriting..., Series 24, Series 7, Series 6, Series 65, Series 63, Life Insurance, Retirement, Insurance, Employee Benefits, Disability Insurance, Long-term Care, Fixed Annuities, Retirement Planning, Securities, Variable Annuities, Variable Life, Wealth, Wealth Management
Education
University of South Florida 1983 — 1985
Manatee Community College 1981 — 1983
AA
Dane McLaughlin's New England Financial Experience July 2009 - Present
Job Registered Representative at New England Financial
Industry Financial Services
Experience
New England Financial July 2009 - Present
Bally Total Fitness September 2008 - July 2009
CareerBuilder.com February 2008 - July 2008
Southern Illinois University January 2006 - May 2006
Education
Southern Illinois University, Carbondale 2003 — 2007
BA, Marketing
Marian Central High School
Southern Illinois University
Southern Illinois University
Bachelor, Science Marketing
New England Financial July 2009 - Present
Bally Total Fitness September 2008 - July 2009
CareerBuilder.com February 2008 - July 2008
Southern Illinois University January 2006 - May 2006
Education
Southern Illinois University, Carbondale 2003 — 2007
BA, Marketing
Marian Central High School
Southern Illinois University
Southern Illinois University
Bachelor, Science Marketing
Lisa Mulvaney's New England Financial Experience November 2010 - December 2014
Job Financial Services Representative at MetLife Premier Client Group of Upstate New York
Industry Financial Services
Experience
MetLife Premier Client Group of Upstate New York January 2015 - Present
New England Financial November 2010 - December 2014
LifeMark Securities Corp. November 2004 - November 2010
Education
Salem State University
Business
MetLife Premier Client Group of Upstate New York January 2015 - Present
New England Financial November 2010 - December 2014
LifeMark Securities Corp. November 2004 - November 2010
Education
Salem State University
Business
Annette Stuck's New England Financial Experience August 2005 - October 2007
Job Account Executive at DavisGarvin Insurance Agency
Industry Insurance
Experience
Davis-Garvin Agency, Inc. - A Neace Lukens / AssuredPartners Company January 2009 - Present
New England Financial August 2005 - October 2007
Danka Office Imaging July 2003 - December 2005
Tech Data January 2000 - February 2003
Tech Data April 1997 - January 2000
Tech Data December 1995 - April 1997
Skills
Insurance, Process Improvement, Employee Benefits, Sales Operations, Program Management, Account Management, Business Process, Sales, CRM, Customer Retention, Management, Customer Satisfaction, Training, Budgets, Forecasting, Disability Insurance, Access, Property & Casualty..., Sales Process, Marketing Operations, Sales Presentations, Direct Sales, Credit Analysis, Strategic Financial..., Finance, Financial Analysis, Financial Reporting, Sales Management, Customer Service, Health Insurance, Health Savings Accounts
Education
University of South Florida-St. Petersburg Campus 1991 — 1994
Bachelor of Science, Finance
St. Petersburg College
Associate of Arts (A.A.), Business Administration and Management, General
Davis-Garvin Agency, Inc. - A Neace Lukens / AssuredPartners Company January 2009 - Present
New England Financial August 2005 - October 2007
Danka Office Imaging July 2003 - December 2005
Tech Data January 2000 - February 2003
Tech Data April 1997 - January 2000
Tech Data December 1995 - April 1997
Skills
Insurance, Process Improvement, Employee Benefits, Sales Operations, Program Management, Account Management, Business Process, Sales, CRM, Customer Retention, Management, Customer Satisfaction, Training, Budgets, Forecasting, Disability Insurance, Access, Property & Casualty..., Sales Process, Marketing Operations, Sales Presentations, Direct Sales, Credit Analysis, Strategic Financial..., Finance, Financial Analysis, Financial Reporting, Sales Management, Customer Service, Health Insurance, Health Savings Accounts
Education
University of South Florida-St. Petersburg Campus 1991 — 1994
Bachelor of Science, Finance
St. Petersburg College
Associate of Arts (A.A.), Business Administration and Management, General
Peirce Ward's New England Financial Experience April 1978 - April 2014
Job Financial Services Professional at HF Financial / MassMutual Financial Group
Industry Financial Services
Experience
Thompson Financial Group April 1978 - April 2014
New England Financial April 1978 - April 2014
Skills
Retirement, Finance, Financial Advisory, Investments, Securities, Life Insurance, Wealth
Education
Rollins College - Crummer Graduate School of Business 1975 — 1976
MBA, Concentration in Finance
Culver Military Academy 1968 — 1971
Thompson Financial Group April 1978 - April 2014
New England Financial April 1978 - April 2014
Skills
Retirement, Finance, Financial Advisory, Investments, Securities, Life Insurance, Wealth
Education
Rollins College - Crummer Graduate School of Business 1975 — 1976
MBA, Concentration in Finance
Culver Military Academy 1968 — 1971
Rose Conneely's New England Financial Experience July 1983 - August 1999
Job SR VP of Underwriting and Customer Service at SBLI of Massachusetts
Industry Insurance
Experience
SBLI of Massachusetts Sr. Vice President Underwriting Customer ServSBLI of MA1999 - 2010
New England Financial July 1983 - August 1999
Education
Regis College 1979 — 1983
BA, Communications, Sociology
SBLI of Massachusetts Sr. Vice President Underwriting Customer ServSBLI of MA1999 - 2010
New England Financial July 1983 - August 1999
Education
Regis College 1979 — 1983
BA, Communications, Sociology
Marge Palczuk's New England Financial Experience September 2010 - Present
Job Operations Manager
Industry Financial Services
Experience
New England Financial September 2010 - Present
Macy's November 2008 - September 2010
Cargopak Ltd August 2007 - August 2008
Leading Solutions August 2006 - March 2007
Syntel September 2000 - December 2001
AIG June 2000 - September 2000
Zurich North America March 1997 - June 2000
Munich Reinsurance America, Inc. October 1995 - March 1997
CNA Insurance September 1989 - October 1995
The Hanover Insurance Group August 1987 - September 1989
Skills
Microsoft Office, Process Improvement, Customer Service, Outlook, Microsoft Excel, Event Planning, Leadership, Team Building, Social Media, Team Leadership, PowerPoint, Project Management
Education
Rutgers University-New Brunswick 1977 — 1981
BA, Pyschology, Biology
New England Financial September 2010 - Present
Macy's November 2008 - September 2010
Cargopak Ltd August 2007 - August 2008
Leading Solutions August 2006 - March 2007
Syntel September 2000 - December 2001
AIG June 2000 - September 2000
Zurich North America March 1997 - June 2000
Munich Reinsurance America, Inc. October 1995 - March 1997
CNA Insurance September 1989 - October 1995
The Hanover Insurance Group August 1987 - September 1989
Skills
Microsoft Office, Process Improvement, Customer Service, Outlook, Microsoft Excel, Event Planning, Leadership, Team Building, Social Media, Team Leadership, PowerPoint, Project Management
Education
Rutgers University-New Brunswick 1977 — 1981
BA, Pyschology, Biology
Bryan Gulachenski's New England Financial Experience August 1997 - August 1999
Job
Industry Financial Services
Experience
StopBadware, Inc. March 2013 - Present
FHLB Boston December 2004 - February 2011
John Hancock Financial Services September 1999 - September 2004
New England Financial August 1997 - August 1999
Fidelity Investments October 1996 - August 1997
The MITRE Corporation May 1992 - October 1996
GTE Government Systems June 1988 - May 1992
Skills
Disaster Recovery, Business Continuity, Financial Risk, Integration, ITIL, IT Audit, Information Security..., Network Security, Information Security, Governance, Computer Security, Security Policy, Risk Assessment, IT Strategy, Security, Program Management, Data Security, PCI DSS, Vulnerability Management, Vulnerability Assessment, Enterprise Software, PKI, Information Technology, Virtualization, IT Management, Incident Management, Data Center, Security Audits, Business Continuity..., Networking, VMware, Enterprise Architecture, Vendor Management, Active Directory, Penetration Testing, CISA, Visio, GLBA, CISSP, ISO 27001, Security Awareness, Security Architecture..., Application Security, Cloud Security, Identity Management, Intrusion Detection
Education
Rensselaer Polytechnic Institute 1984 — 1988
BS, Computer and Systems Engineering
StopBadware, Inc. March 2013 - Present
FHLB Boston December 2004 - February 2011
John Hancock Financial Services September 1999 - September 2004
New England Financial August 1997 - August 1999
Fidelity Investments October 1996 - August 1997
The MITRE Corporation May 1992 - October 1996
GTE Government Systems June 1988 - May 1992
Skills
Disaster Recovery, Business Continuity, Financial Risk, Integration, ITIL, IT Audit, Information Security..., Network Security, Information Security, Governance, Computer Security, Security Policy, Risk Assessment, IT Strategy, Security, Program Management, Data Security, PCI DSS, Vulnerability Management, Vulnerability Assessment, Enterprise Software, PKI, Information Technology, Virtualization, IT Management, Incident Management, Data Center, Security Audits, Business Continuity..., Networking, VMware, Enterprise Architecture, Vendor Management, Active Directory, Penetration Testing, CISA, Visio, GLBA, CISSP, ISO 27001, Security Awareness, Security Architecture..., Application Security, Cloud Security, Identity Management, Intrusion Detection
Education
Rensselaer Polytechnic Institute 1984 — 1988
BS, Computer and Systems Engineering
Jay LaMalfa's New England Financial Experience January 1995 - September 2009
Job Financial Advisor at Insight Private Advisors LLC
Industry Financial Services
Experience
Insight Private Advisors LLC December 2014 - Present
MACRO Consulting Group September 2009 - December 2014
New England Financial January 1995 - September 2009
Education
Rutgers University-New Brunswick 1979 — 1983
BA, Political Science
Insight Private Advisors LLC December 2014 - Present
MACRO Consulting Group September 2009 - December 2014
New England Financial January 1995 - September 2009
Education
Rutgers University-New Brunswick 1979 — 1983
BA, Political Science
Jeanine Turner's New England Financial Experience January 2002 - September 2004
Job Administrative School Secretary at Roseville City School District
Industry Health, Wellness and Fitness
Experience
Roseville City School District December 2014 - Present
Turner Training & Nutrition November 2008 - November 2014
Fitness 19 October 2008 - August 2011
New England Financial January 2002 - September 2004
Skills
Event Planning, Nutrition Education, Administrative..., Customer Relations
Education
Sierra College 2006 — 2009
Business
Tokay High 1987 — 1991
Roseville City School District December 2014 - Present
Turner Training & Nutrition November 2008 - November 2014
Fitness 19 October 2008 - August 2011
New England Financial January 2002 - September 2004
Skills
Event Planning, Nutrition Education, Administrative..., Customer Relations
Education
Sierra College 2006 — 2009
Business
Tokay High 1987 — 1991
Dale Fieffe's New England Financial Experience June 1996 - April 1998
Job Vice President Global Business Operations at BlackRock
Industry Investment Management
Experience
BlackRock January 2004 - Present
Paloma Partners Management Company April 1998 - March 2003
New England Financial June 1996 - April 1998
Skills
Hedge Funds, Derivatives, Asset Managment, Alternative Investments, Equities, Fixed Income, Middle Office, Capital Markets, Financial Services
Education
Roger Williams University 1992 — 1996
Bachelor's degree, Business Administration and Management, General
Trinity Catholic HS
BlackRock January 2004 - Present
Paloma Partners Management Company April 1998 - March 2003
New England Financial June 1996 - April 1998
Skills
Hedge Funds, Derivatives, Asset Managment, Alternative Investments, Equities, Fixed Income, Middle Office, Capital Markets, Financial Services
Education
Roger Williams University 1992 — 1996
Bachelor's degree, Business Administration and Management, General
Trinity Catholic HS
Basma Kenaya's New England Financial Experience September 2011 - August 2012
Job VA Officer, Accounts Receivable and Debt Specialist at National University
Industry Accounting
Experience
National University September 2014 - Present
San Diego Gas & Electric April 2014 - August 2014
Father Joe's Villages August 2012 - September 2013
New England Financial September 2011 - August 2012
San Diego State University Career Services September 2009 - September 2011
Cuyamaca College Admissions and Records December 2007 - June 2009
Subway Restaurant October 2003 - August 2008
Skills
Leadership, Filing, Spanish, Fax, Microsoft Word, Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Event Planning, Financial Analysis, Customer Service, Public Speaking, QuickBooks, Management, Accounting, Team Building, Finance, Sales, Strategic Planning, Research, Community Outreach
Education
San Diego State University 2009 — 2011
Bachelor of Science, Finance
San Diego State University-California State University 2009 — 2011
Finance, Finance
Cuyamaca College 2004 — 2009
Associate Degree, Business Administration
National University September 2014 - Present
San Diego Gas & Electric April 2014 - August 2014
Father Joe's Villages August 2012 - September 2013
New England Financial September 2011 - August 2012
San Diego State University Career Services September 2009 - September 2011
Cuyamaca College Admissions and Records December 2007 - June 2009
Subway Restaurant October 2003 - August 2008
Skills
Leadership, Filing, Spanish, Fax, Microsoft Word, Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Event Planning, Financial Analysis, Customer Service, Public Speaking, QuickBooks, Management, Accounting, Team Building, Finance, Sales, Strategic Planning, Research, Community Outreach
Education
San Diego State University 2009 — 2011
Bachelor of Science, Finance
San Diego State University-California State University 2009 — 2011
Finance, Finance
Cuyamaca College 2004 — 2009
Associate Degree, Business Administration
Christen Cignarella's New England Financial Experience June 1998 - May 1999
Job Customer Service Professional
Industry Telecommunications
Experience
Siemens Industry March 2012 - Present
Advanced Alarm September 2010 - November 2010
SIGNET Electronic Systems, Inc February 2002 - May 2010
CDI May 2000 - February 2002
The Computer Merchant May 1999 - May 2000
New England Financial June 1998 - May 1999
Skills
Accounts Payable, Program Management, SAP, Relationship Management, Troubleshooting, Telecommunications, Recruiting, Software Documentation, Process Improvement, Payroll, Logistics, Invoicing, Sales, Training, Customer Service, Management, Account Management, Coaching, Customer Satisfaction, Team Building, Team Leadership, Operations Management
Education
Salve Regina University 1994 — 1998
Bachelor of Arts
Siemens Industry March 2012 - Present
Advanced Alarm September 2010 - November 2010
SIGNET Electronic Systems, Inc February 2002 - May 2010
CDI May 2000 - February 2002
The Computer Merchant May 1999 - May 2000
New England Financial June 1998 - May 1999
Skills
Accounts Payable, Program Management, SAP, Relationship Management, Troubleshooting, Telecommunications, Recruiting, Software Documentation, Process Improvement, Payroll, Logistics, Invoicing, Sales, Training, Customer Service, Management, Account Management, Coaching, Customer Satisfaction, Team Building, Team Leadership, Operations Management
Education
Salve Regina University 1994 — 1998
Bachelor of Arts
Abbe Kaplan's New England Financial Experience March 2006 - October 2010
Job Insurance Broker
Industry Insurance
Experience
Abbe I. Kaplan October 2010 - Present
New England Financial March 2006 - October 2010
Education
Queens College 1982 — 1985
BA, Economics
Abbe I. Kaplan October 2010 - Present
New England Financial March 2006 - October 2010
Education
Queens College 1982 — 1985
BA, Economics
Richard Dacey's New England Financial Experience October 2011 - March 2013
Job Financial Planner/ Benefit Specialist
Industry Financial Services
Experience
National Life March 2013 - Present
New England Financial October 2011 - March 2013
Aflac September 2009 - October 2011
Bassett Furniture Direct July 2000 - March 2010
Skills
Insurance, Sales, Health Insurance, Disability Insurance, Life Insurance, Account Management, Sales Management, Employee Benefits, Cold Calling, Term Life Insurance, Direct Sales, Marketing, Fixed Annuities, Leadership, Training
Education
Ramapo College of NJ
National Life March 2013 - Present
New England Financial October 2011 - March 2013
Aflac September 2009 - October 2011
Bassett Furniture Direct July 2000 - March 2010
Skills
Insurance, Sales, Health Insurance, Disability Insurance, Life Insurance, Account Management, Sales Management, Employee Benefits, Cold Calling, Term Life Insurance, Direct Sales, Marketing, Fixed Annuities, Leadership, Training
Education
Ramapo College of NJ
Ronald Becker's New England Financial Experience September 1968 - November 1996
Job Retired at Not applicable at this time
Industry Insurance
Experience
Not applicable at this time November 2001 - Present
MetLife November 1996 - November 2001
New England Financial September 1968 - November 1996
Skills
Policy, Investments, Actuarial Science, Financial Advisory, Retirement, Life Insurance, Securities, Financial Risk, Finance, Employee Benefits, Insurance, Risk Management, Management, Actuaries, Health Insurance, Pensions, Defined Benefit, Reinsurance, General Insurance, Actuarial Consulting
Education
Reed College 1960 — 1964
B.A., Mathematics
Not applicable at this time November 2001 - Present
MetLife November 1996 - November 2001
New England Financial September 1968 - November 1996
Skills
Policy, Investments, Actuarial Science, Financial Advisory, Retirement, Life Insurance, Securities, Financial Risk, Finance, Employee Benefits, Insurance, Risk Management, Management, Actuaries, Health Insurance, Pensions, Defined Benefit, Reinsurance, General Insurance, Actuarial Consulting
Education
Reed College 1960 — 1964
B.A., Mathematics
Angela Frazier's New England Financial Experience 1994 - 1996
Job Retirement Plan Advisor at Frazier Wealth Strategies, Inc.
Industry Financial Services
Experience
Frazier Wealth Strategies, Inc. June 2009 - Present
401Konnect 2001 - 2003
TRI-AD 2000 - 2001
Administrative Management Group 1998 - 2000
Aetna Life Insurance Company 1996 - 1998
New England Financial 1994 - 1996
Northern Trust Corporation 1991 - 1994
Skills
Business Analysis, Change Management, Risk Management, Financial Analysis, Project Management, Banking, Management Consulting, Business Strategy, Financial Modeling, Strategic Planning, Investments, Process Improvement, SDLC, Requirements Analysis, SQL
Education
Southern Illinois University, Carbondale 1987 — 1991
B.S. Finance, Banking, Corporate, Finance, and Securities Law
Frazier Wealth Strategies, Inc. June 2009 - Present
401Konnect 2001 - 2003
TRI-AD 2000 - 2001
Administrative Management Group 1998 - 2000
Aetna Life Insurance Company 1996 - 1998
New England Financial 1994 - 1996
Northern Trust Corporation 1991 - 1994
Skills
Business Analysis, Change Management, Risk Management, Financial Analysis, Project Management, Banking, Management Consulting, Business Strategy, Financial Modeling, Strategic Planning, Investments, Process Improvement, SDLC, Requirements Analysis, SQL
Education
Southern Illinois University, Carbondale 1987 — 1991
B.S. Finance, Banking, Corporate, Finance, and Securities Law
Chuck Simms's New England Financial Experience February 1995 - September 1995
Job Manager, Financial Services Marketing at MWA Financial Services, Inc.
Industry Financial Services
Experience
MWA Financial Services, Inc. September 2015 - Present
Modern Woodmen of America February 2014 - August 2015
Modern Woodmen of America November 2010 - February 2014
Modern Woodmen of America February 2001 - November 2010
Principal Financial Group September 1997 - January 2001
Principal Financial Group September 1995 - September 1997
New England Financial February 1995 - September 1995
John Hancock Financial Services May 1994 - February 1995
Skills
Series 6, Series 7, series 26, Series 63, Licensed Life Insurance..., Retirement Planning, Qualified Retirement..., Retirement Savings, Retirement Income..., Fixed Annuities, Variable Annuities, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, IRAs, Life Insurance
Education
Simpson College 1990 — 1994
Bachelor's degree, Accounting
MWA Financial Services, Inc. September 2015 - Present
Modern Woodmen of America February 2014 - August 2015
Modern Woodmen of America November 2010 - February 2014
Modern Woodmen of America February 2001 - November 2010
Principal Financial Group September 1997 - January 2001
Principal Financial Group September 1995 - September 1997
New England Financial February 1995 - September 1995
John Hancock Financial Services May 1994 - February 1995
Skills
Series 6, Series 7, series 26, Series 63, Licensed Life Insurance..., Retirement Planning, Qualified Retirement..., Retirement Savings, Retirement Income..., Fixed Annuities, Variable Annuities, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, IRAs, Life Insurance
Education
Simpson College 1990 — 1994
Bachelor's degree, Accounting
Stephanie Roelker's New England Financial Experience November 1984 - December 2004
Job Sales Assistant at Belco Retirement & Investment Services /CUNA Brokerage
Industry Financial Services
Experience
Belco Retirement & Investment Co. /CUNA Brokerage July 2013 - Present
Leonard J. Ferrara Company 2005 - 2012
New England Financial November 1984 - December 2004
Skills
Microsoft Office, Public Speaking, Customer Service, Social Media, Research, Microsoft Excel, Event Planning, Microsoft Word, Public Relations
Education
Seton Hill University
Bachelor of Arts (B.A.), Theater
University of Pittsburgh
Master of Arts (M.A.), Theater/Directing
Belco Retirement & Investment Co. /CUNA Brokerage July 2013 - Present
Leonard J. Ferrara Company 2005 - 2012
New England Financial November 1984 - December 2004
Skills
Microsoft Office, Public Speaking, Customer Service, Social Media, Research, Microsoft Excel, Event Planning, Microsoft Word, Public Relations
Education
Seton Hill University
Bachelor of Arts (B.A.), Theater
University of Pittsburgh
Master of Arts (M.A.), Theater/Directing
Michael Pillitteri's New England Financial Experience November 2007 - October 2008
Job AVP, Business Underwriter
Industry Financial Services
Experience
S&T Bank April 2015 - Present
PNC April 2013 - April 2015
PNC March 2012 - March 2013
National City Bank October 2008 - March 2012
New England Financial November 2007 - October 2008
United States Air Force April 2001 - April 2007
Wtov9 March 2005 - March 2006
Skills
Loans, Banking, Mutual Funds, Fixed Annuities, Life Insurance, Credit, Mortgage Lending, Credit Analysis, Investments, Portfolio Management, Retail Banking, Loan Origination, Relationship Management, Insurance, Financial Services, Financial Analysis, Series 63, Lines Of Credit, Risk Management, Refinance, Customer Service, Financial Risk, Cash Management, Credit Cards, Leadership, Small Business Lending, Consumer Lending
Education
Robert Morris University 2002 — 2005
Bachelor of Science (BS), Communication and Media Studies
S&T Bank April 2015 - Present
PNC April 2013 - April 2015
PNC March 2012 - March 2013
National City Bank October 2008 - March 2012
New England Financial November 2007 - October 2008
United States Air Force April 2001 - April 2007
Wtov9 March 2005 - March 2006
Skills
Loans, Banking, Mutual Funds, Fixed Annuities, Life Insurance, Credit, Mortgage Lending, Credit Analysis, Investments, Portfolio Management, Retail Banking, Loan Origination, Relationship Management, Insurance, Financial Services, Financial Analysis, Series 63, Lines Of Credit, Risk Management, Refinance, Customer Service, Financial Risk, Cash Management, Credit Cards, Leadership, Small Business Lending, Consumer Lending
Education
Robert Morris University 2002 — 2005
Bachelor of Science (BS), Communication and Media Studies
Tom Tansey's New England Financial Experience 2000 - 2001
Job Senior Vice President, Business Banking Business Development at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Wells Fargo September 2013 - June 2015
Morgan Stanley 2010 - September 2013
Wells Fargo 2002 - 2010
New England Financial 2000 - 2001
Skills
Series 7, Series 63, New Jersey Life and...
Education
St. Peter's College 2001 — 2006
Master of Business Administration (MBA), Finance, General
Villanova University 1995 — 1999
Bachelor of Science (BS), Management with a concentration in International Business
Bank of America Merrill Lynch June 2015 - Present
Wells Fargo September 2013 - June 2015
Morgan Stanley 2010 - September 2013
Wells Fargo 2002 - 2010
New England Financial 2000 - 2001
Skills
Series 7, Series 63, New Jersey Life and...
Education
St. Peter's College 2001 — 2006
Master of Business Administration (MBA), Finance, General
Villanova University 1995 — 1999
Bachelor of Science (BS), Management with a concentration in International Business
Edwin Reynolds's New England Financial Experience 1978 - Present
Job Chatham Financial Advisors, A Part of the Metlife Premier Client Group
Industry Financial Services
Experience
New England Financial 1978 - Present
Skills
Investments, Retirement Planning, Insurance, Financial Planning, Wealth Management, Mutual Funds, Financial Services, Portfolio Management, Risk Management, Retirement
Education
Sewanee-The University of the South
New England Financial 1978 - Present
Skills
Investments, Retirement Planning, Insurance, Financial Planning, Wealth Management, Mutual Funds, Financial Services, Portfolio Management, Risk Management, Retirement
Education
Sewanee-The University of the South
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO