Experience
Columbus Life Insurance Company  April 2013 - Present
NAIFA-CT   June 2011 - Present
New England Financial   April 2012 - April 2013
Horace Mann Insurance  2007 - March 2012
Horace Mann  2002 - 2007
Lambs Disaster Recovery Systems   2001 - 2002
Enterprise Rent-A-Car  1996 - 2000

Education
The American College
CLU, LUTCF, FSS, Financial Planning and Services

University of New Hampshire
BA, Communications, Political Science

Experience
CCB Technology  January 2015 - Present
CCB Technology  January 2013 - Present
CCB Technology  January 2010 - December 2012
CCB Technology  June 2005 - December 2009
New England Financial   August 2003 - February 2005
Southwestern Company  May 1997 - August 1997

Skills
Sales, New Business Development, Customer Service, Strategic Planning, Microsoft Office, Project Management, Microsoft Excel, Training, Sales Operations, Team Building, Leadership Development, Business Analysis, Risk Management, Recruiting, Business Development, Leadership, Sales Management

Education
Trinity International University   2002 — 2003
Philosophy of Religion

Taylor University   1996 — 2000
BA, Vocal Performance

Christ Presbyterian Academy   1993 — 1996

Experience
Private Equity Group  February 2012 - September 2012
Thomas Financial Group  September 2002 - April 2003
Richard S. Bernstein & Associates Inc.   June 1999 - December 1999
Pacific Life  May 1993 - June 1999
LifeQuote   September 1989 - May 1993
New England Financial   April 1987 - May 1988

Skills
Insurance, PowerPoint, Long Term Care, Customer Service, Annuities, Writing, Employee Benefits, Estate Planning, Retirement Planning, Excel, Disability Insurance, New Business Development, Analysis, Problem Solving, Marketing Strategy, Term Life Insurance, Health Insurance, Microsoft Office, Insurance Planning, Compliance, Asset Allocation, Underwriting, Pensions, Customer Relations, Microsoft Excel, Fixed Annuities, Marketing, Financial Planners, Long-term Care, Time Management, Life Insurance, Recruiting, Sales, Call Centers, Strategy, Business Planning

Education
The American College   1994 — 2010
Coursework towards CLU

University of Virginia   1982 — 1984
BA, Economics

Our Lady of Lourdes Academy

Experience
In Writing, LLC   August 2012 - Present
Fisher Investments  November 2009 - May 2012
Fisher Investments  November 2006 - November 2009
New England Financial   June 2004 - September 2006

Skills
Content Management, Content Strategy, Content Writing, Capital Markets, Technical Writing, News Writing, Newsletters, Social Media Marketing, Copywriting, Writing, Managing Client..., Corporate Blogging, Macroeconomics, Creative Writing, Consulting, Blogging, Stock Market, Financial Services, Financial Markets, Marketing, Marketing Strategy, Market Research, Entrepreneurship, Equities, Market Analysis, Capital Markets Analysis

Education
Vanderbilt University   2000 — 2004
BA, Economics and English

London School of Economics and Political Science

Experience
Cambridge Trust Company  2012 - Present
Sovereign Bank/Santander  2007 - 2012
Independent Financial Adviser   2001 - 2007
New England Financial   1999 - 2001
parents forum   2000 - 2000
Electronics Boutique  1991 - 1999
Highland Super Stores   1990 - 1991

Skills
Small Business Lending, Consumer Lending, Loans, Strategic Planning, Credit, Commercial Lending, Mortgage Lending, Sales, Cross Selling, Commercial Banking, Business Development, Retail Banking, Banking, Small Business, Credit Analysis, Lines Of Credit, Human Resources, Mortgage Banking, Branch Management, Negotiation, Portfolio Management, Deposits, Loan Origination, Finance, Commercial Mortgages, Underwriting, Wealth Management, Credit Risk

Education
Tufts University   1986 — 1990
Psychology

ME Fitzgerald

North Cambridge Catholic

Experience
Marketo  November 2014 - Present
Outsell, Inc.   January 2014 - November 2014
SOFTWARE & INFORMATION INDUSTRY ASSOCIATION  March 2013 - December 2013
New England Financial   May 2011 - August 2011

Skills
Marketing, Social Media, Marketing Strategy, Public Speaking, Marketing Communications, Research, Social Media Marketing, Event Planning, Microsoft Office, Social Networking, PowerPoint, Facebook, Marketing Research, Email Marketing, Microsoft Excel, Writing, Marketing..., Market Research, Online Marketing, Leadership, Management, Business Relationship..., Sports, Newsletters, Microsoft Word, Sales Management, Pre-sales, Salesforce.com

Education
The George Washington University - School of Business   2010 — 2014
Bachelor of Business Administration, International Business

IES ABROAD BARCELONA   2013 — 2013
Bachelor's degree, International Business

Burlingame High School

Crocker Middle School

Experience
Cetera Advisors LLC  January 2013 - Present
New England Financial   March 2003 - December 2012
United States Air Force  June 1982 - January 2003

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Insurance

Education
Phillips University   1987 — 1989
Master of Education (M.Ed.)

US Air Force Academy   1978 — 1982
Bachelor of Science (BS), Biology, Environmental

Experience
Tracy K. Anderson, Marketing Copywriter   September 1999 - Present
The Wine List   October 2002 - May 2011
PartingGift   May 2010 - 2011
Cape Land and Sea Harvest   February 2008 - September 2008
New England Financial   1998 - 1999
Appetito   1992 - 1994

Skills
Marketing Communications, Copywriting, Public Relations, Event Planning, Public Speaking, Graphic Design, Online Marketing, Content Development, Marketing Strategy, Online Advertising, Social Media, SEO, Event Management, Email Marketing, Brand Development, Integrated Marketing, Small Business, Newsletters, Press Releases, Direct Marketing, Fundraising, Corporate Communications, Management, Publicity, Lead Generation, Social Networking, Advertising, Editing, Facebook, Marketing, Entrepreneurship, Sponsorship, Social Media Marketing, Blogging, Market Planning, New Business Development, Content Strategy, Web Design, Media Relations, Web Marketing, Digital Media, WordPress, Website Development, Feature Articles, Digital Marketing, SEM, Direct Mail, Publishing, Copy Editing, Google Analytics

Education
Syracuse University   1986 — 1990
B.S., Journalism

Natick High School   1982 — 1986

Experience
State Street Bank & Trust Company  January 2015 - Present
Columbia Management (Ameriprise Financial)   April 2005 - December 2014
John Hancock Life Insurance Company (U.S.A.)   December 2002 - March 2005
BDC Securities - Private Equity Fund of Funds   June 2001 - September 2002
New England Financial   October 1998 - May 2001

Skills
Asset Management..., Compliance Program..., Enterprise Compliance, Risk and Control Self..., Project Management, Rule 38a-1, Rule 206(4)-7, FINRA Rules, Policies and Procedures, Regulatory Examinations, Process Improvement, Forensic Testing, Mutual Funds, Business Process Mapping, Office of Supervisory..., Separately Managed..., Special Investigations, Operational Streamlining, Private Placements, Business Continuity, Metrics, Public Speaking, FINRA, Asset Management, Securities, Series 63, Financial Services, Alternative Investments, Risk Management, Equities, Series 7, Due Diligence

Education
Suffolk University - Sawyer Business School
MBA, Business Management

University of Southern California
Bachelor's degree, Communications

Experience
StackCommerce  June 2013 - Present
StackSocial  July 2012 - May 2013
AppSumo.com  October 2010 - October 2011
Webtab  February 2010 - September 2010
BarTab Inc.   October 2008 - January 2010
New England Financial   June 2007 - August 2007
DMB Associates  June 2006 - August 2006

Skills
Salesforce.com, Start-ups, Business Development, Social Media Marketing, Product Management, Social Media, E-commerce

Education
Thunderbird School of Global Management   2012 — 2013
MBA, Entrepreneurship and Marketing

University of Arizona, Eller College of Management   2004 — 2008
BS, Finance and Entrepreneurship

Whittier College   2003 — 2004
Business Administration and Management, General

Experience
John Hancock Financial Services  September 2013 - Present
MetLife  1997 - 2005
New England Financial   1996 - 1997
Fidelity Investments  1991 - 1993

Skills
Corporate Law, Legal Research, Licensing, Legal Writing, Legal Advice, Securities Regulation, Insurance, Legal Compliance, Investments

Education
Suffolk University Law School   1993 — 1996
Doctor of Law (J.D.)

Tufts University   1987 — 1991
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies

Experience
Morningstar Investment Services, Inc.   2014 - Present
Morningstar Investment Services, Inc.   2010 - 2014
New England Financial   2008 - 2010
Merrill Lynch  2007 - 2007

Skills
Mutual Funds, Certified Financial..., Investment Advisory, Investment Management, New Business Development, Series 7, Series 63, Series 65, Morningstar Direct, Sales, Asset Management, ETFs, Wealth Management..., Investment Strategies, Portfolio Management

Education
The Ohio State University

Experience
AutoRaptor   November 2011 - Present
New England Financial   April 2008 - September 2010

Skills
CRM, Business Development, Lead Generation, Sales, Sales Management, Marketing, Account Management, Social Media Marketing, Microsoft Office, Customer Service, Salesforce.com, Management, New Business Development, Social Media, Public Speaking

Education
Syracuse University   2004 — 2008
Bachelors, Psychology

Moses Brown School

Experience
Extravagant Excursions   January 2014 - Present
Department of the Treasury  April 2009 - Present
Kansas City Southern Railway  April 2008 - March 2009
Norfolk Southern  July 2006 - April 2008
Norfolk Southern  April 2005 - July 2006
New England Financial   May 2004 - April 2005
Clear Channel Communications  April 2003 - May 2004
Terminix International  February 2003 - April 2003
United States Postal Service  November 2001 - November 2002
United States Postal Service  October 1998 - November 2001

Skills
Management, Sales, Process Scheduler, Security, CRM, Customer Service, Analysis, Sales Operations, Time Management, Employee Training, Training, Operations Management, Team Building, Logistics, Strategic Planning

Education
Tiffin University
Masters, Business Administration

Tiffin University
Master (MBA), Business Administration (Leadership)

University of South Carolina
Associate, Science; General Studies

University of Toledo
Bachelor of Arts, Liberal Studies

Experience
Insurance Training Institute   January 2010 - Present
SSA Inc. an Excellus company   2000 - Present
The Fingerlakes Group, LLC   January 1999 - Present
New England Financial   June 1994 - March 2000
Prudential Financial  July 1984 - April 1994

Skills
Certified Pre Licensing..., CE Credit Instructor, Leadership Development, Strategic Planning, Organizational..., Coaching, Team Building, Public Speaking, Program Management, Change Management, Training, Leadership, Insurance, Management Consulting, Management, Instructional Design, Customer Service, Recruiting, Employee Benefits, Marketing, Project Management, Staff Development, Life Insurance, Sales, Fixed Annuities, Disability Insurance, Health Insurance

Education
The American College   1987 — 1992
Associates Degree, Insurance and Risk Management

Southern Cayuga Central, The American College

Experience
Capital Strategies of MetLife  January 2015 - Present
New England Financial   July 1994 - December 2014

Skills
Marketing Strategy

Education
The University of Texas at Austin   1988 — 1992
Bachelor of Arts (B.A.), Sociology

Austin Westlake High School   1984 — 1988

Experience
IBERIABANK  June 2015 - Present
Atlantic Capital Bank  December 2010 - May 2015
The Intown Academy, Inc.   September 2010 - May 2015
New England Financial   April 2009 - September 2010
Chain Reaction Ecommerce   September 2008 - October 2008
Teach for America  June 2006 - June 2008
Cumberland Bank   2005 - 2005

Skills
Financial Analysis, Financial Modeling, Leadership, Finance, Risk Management, Competitive Analysis, Portfolio Management, Analysis, Due Diligence, Insurance, Strategic Planning, Private Equity, Sales, Financial Services, Underwriting, Management, Strategic Financial..., Time Management, Public Speaking, Commercial Lending, Customer Service, Microsoft Excel, Credit, Loans, E-commerce, Mergers & Acquisitions, Valuation

Education
The University of Georgia   2002 — 2006
BBA, Finance

Brookstone

Experience
Leidos Health  October 2012 - Present
Tango2  February 2011 - October 2012
Texas Children's Hospital  September 2005 - February 2011
Prostaff  August 2004 - September 2005
HCA, Healthcare of America   July 2002 - December 2003
New England Financial   January 1999 - January 2002

Skills
Epic Systems, Ambulatory, Software Documentation, Revenue Cycle, Ambulatory Care, Healthcare, Cadence, Clinical Research, Technical Support, Go Live Support, Help Desk Support, Auditing, Healthcare Information..., EMR, Policy, EHR, Software Development, HIPAA, Hospitals

Education
University of Nottingham   1995 — 1996
Masters of Arts and Sciences, Politics

Stonehill College   1991 — 1995
Bachelors of Art, History

Experience
UBS  June 2013 - Present
Morgan Stanley  January 2005 - June 2013
Merrill Lynch  November 1993 - January 2005
New England Financial   January 1992 - November 1993

Education
Suffolk University - Sawyer School of Management   1995 — 1997
Master of Science in Finance, Finance

University of Massachusetts, Amherst   1984 — 1988
BA, English/Political Science

Experience
Cigna  August 2011 - Present
CIGNA  May 2005 - Present
Great-West Healthcare  2005 - 2009
Mutual of Omaha  2000 - 2004
New England Financial   June 1998 - 2000

Skills
Employee Benefits, Health Insurance, Insurance, Health Savings Accounts, Managed Care, Account Management, Employee Wellness..., Disability Insurance, Brokers, Life Insurance, Medicare, 401k, Sales, Underwriting, Benefits Administration, Healthcare, HMO, CRM, Long-term Care, HIPAA, Human Resources, Fluent in Spanish

Education
The University of Texas at Austin   1994 — 1998
BA, Economics

Experience
MassMutual Financial Group  March 2009 - Present
New England Financial   2000 - 2009
The MONY Group  1990 - 2000

Education
The American College
CLU, ChFC, Financial Planning

Youngstown State University   1984 — 1990
BSBA, Business

Poland Seminary High School   1981 — 1984

Experience
MainStay Investments  January 2000 - Present
New England Financial   January 1995 - January 2000

Education
The University of the Arts   1990 — 1994

Experience
Stability Partners, LLC and Stability Partners Advisory Group, LLC   2010 - Present
Streettalk Insurance Agency, LLC   2004 - 2010
New England Financial   2001 - 2004
Insurance Companies  1987 - 2001

Skills
Annuities, Retirement Planning, Insurance, Life Insurance, Indexed Annuities, Retirement, Health Insurance, Pensions, Financial Advisory, Series 7, Investment Advisory, Long-term Care, Disability Insurance, Investments, Strategic Financial..., College Savings Plans, Employee Benefits, Mutual Funds, Fixed Annuities, Portfolio Management, 401k, IRAs, Financial Services, Financial Planners, Term Life Insurance, Series 65, Finance, Whole Life, Series 63, Wealth, Estate Planning, Wealth Management, Asset Allocation, Financial Planning

Education
University of Kansas   1983 — 1987
Bachelor of Science (B.S.), Business Administration

Experience
New England Financial   AgentCotton States InsuranceOctober 2007 - January 2009
Horace Mann  August 2004 - August 2007

Education
Troy University   1980 — 1981
Marketing

Valdosta State University   1979 — 1980
Marketing

Troy University   1978 — 1979
English

Experience
Self-Employed  July 2015 - Present
H. L. Quist   June 1960 - Present
Dynamic Wealth Advisors, A Registered Investment Advisor   2011 - June 2015
DJM Wealth Strategies, LLC   2009 - 2011
Royal Alliance Associates, Inc.   2007 - 2009
New England Financial   1992 - 2006

Skills
Investments, Strategic Planning, Forecasting, Real Estate, Management Consulting, Investment Banking, Leadership Development, Business Strategy, Coaching, Negotiation, Investors, Marketing, Entrepreneurship, Asset Management, Portfolio Management, Strategy, Finance, Investment Properties, Management, Securities, Budgets, Financial Advisory, Banking, Strategic Financial..., Small Business, Mutual Funds, Retirement, Mergers & Acquisitions, Alternative Investments, Estate Planning

Education
The University of New Mexico   1955 — 1960
BA with Honors in History, English and History

Franklin Jr High, Green Bay, WI, Albuq. HS, Albuq. NM, U of Colorado
Bachelor of Arts (B.A.), English Language and Literature/Letters

Experience
Nationwide Financial  February 2013 - Present
Nationwide Financial  December 2010 - Present
Nationwide Financial  August 2009 - January 2011
Nationwide Financial  January 2007 - December 2009
Nationwide Financial  April 2001 - December 2006
New England Financial   January 1999 - February 2001

Skills
Product Lifecycle..., Project Management, Product Development, Life Insurance, Leadership, Management, Sales, Marketing Strategy, Problem Solving, Analytical Skills, Presentations, Result Oriented, Building Relationships, Case Design, Indexed Life, Variable Life, Long Term Care Insurance, Universal Life, Whole Life, Term Life Insurance, Long-term Care, Business Development, Competitive Intelligence, Insurance, Product Management, Series 63, Investments, Retirement

Education
The American College   2009 — 2011
Masters in Science Management, Management Leadership

The Ohio State University   1994 — 1998
Bachelors, Family Financial Management

Experience
Cetera Advisors, LLC  January 2005 - Present
New England Financial   May 2000 - January 2005
AXA Advisors  January 1998 - May 2000

Skills
Retirement Planning, Retirement, Financial Services, Securities, Financial Advisory, Life Insurance, Finance, FINRA, Series 7, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Series 63, Investments, Fixed Annuities, 401k

Education
State University of New York College at Brockport   1995 — 1997
Masters in Educational Administration, Administrative Finance

East Central University Ada, Oklahoma   1970 — 1975
Bachelor's Degree, Music, 4.0

Experience
Bank of America Merrill Lynch  July 2015 - Present
Bank of America  September 2011 - July 2015
HSBC Bank  July 2008 - September 2011
Wachovia Bank  September 2006 - July 2008
New England Financial   October 2005 - September 2006
Consolidated Technologies  June 2004 - October 2005

Skills
Credit, Banking, Treasury Management, Investments, Cash Management

Education
The University of Connecticut School of Business   2007 — 2011
MBA, Finance

University at Albany, SUNY   2000 — 2004
B.S., Political Science

Stamford High School   1996 — 2000

Experience
Gilbane Building Company  January 2011 - Present
Thermo Fisher Scientific  2006 - 2010
Procter & Gamble (The Gillette Company)   September 1999 - October 2005
Staples  August 1996 - September 1999
New England Financial   May 1989 - April 1993
Sun Life Financial  March 1978 - May 1989

Skills
Employee Engagement, Leadership Development, Talent Management, Change Management, Sales Leadership..., sales training, Process Improvement, Executive Coaching, Performance Management, Organizational..., Training, Project Management, Selling Skills

Education
The American College
Masters of Science in Management

University of Massachusetts Boston   1972 — 1976
Bachelor's Degree, sociology, Summa Cum Laude

Experience
Capstone Financial Group   July 2014 - Present
Folsom Historical Society   January 2010 - Present
New England Financial   April 2013 - June 2014
Allstate Financial Service, LLC   December 2006 - March 2013
Waddell & Reed  June 2002 - December 2006
MTS, Inc.   2000 - 2002
Tower Records  2000 - 2002
Packard Bell/NEC  1998 - 2000
PackardBell NEC   1998 - 2000
Sprint  1990 - 1998

Skills
Retirement, Disability Insurance, Process Improvement, Retirement Planning, Mutual Funds, Business Analysis, Vendor Management, Insurance, Small Business, IRAs, Life Insurance, Strategic Planning, Financial Services, Fixed Annuities, Long-term Care, Investments, Series 7, Risk Management, Employee Benefits, Team Building, Sales, Financial Analysis, Licensed Life Insurance..., Leadership, Product Management, Project Management, Strategic Financial..., Wealth Management, Long Term Care Insurance

Education
The University of Texas at Arlington   1977 — 1987
Bachelor of Business Administration (B.B.A.), Marketing

Bonn American HS   1974 — 1977
High School Diploma

Experience
Wickham Financial & Insurance Services   October 2015 - Present
LCORE LLC   August 2014 - October 2015
J. P. Turner and Company   January 2010 - March 2015
New England Financial   July 2009 - December 2009
Raymond James & Associates  October 2005 - December 2008
Morgan Stanley  February 2000 - October 2005

Skills
Mutual Funds, Retirement Planning, Series 7, Wealth Management, Series 63, Small Business, Finance, Securities, Portfolio Management, Financial Planning, Investments, Asset Allocation, Investment Advisory, Asset Management, Alternative Investments, Financial Services

Education
State College of Florida-Manatee-Sarasota   1988 — 1994
AA Degree, Business

University of South Florida   1994 — 1995

Experience
The Citadel Foundation  October 2005 - Present
Computer Sciences Corporation  May 2003 - October 2005
Scientific Research Corporation  February 2002 - May 2003
New England Financial   May 2001 - February 2002
Morgan Stanley  December 1999 - May 2001

Skills
Strategic Planning, Finance, Team Building, Customer Service, Nonprofits, Fundraising, Public Relations, Project Management, Program Management, Public Speaking, Budgets, Analysis, Team Leadership, Leadership, Financial Analysis, Outlook, Investments, Strategy, Training, Management, Project Planning, Accounting, Government, Leadership Development

Education
The Citadel   1979 — 1983
BS, Business Administration

Experience
Baystate Financial  June 2010 - Present
MetLife  May 1999 - June 2010
New England Financial   January 1993 - May 1999
Ellison & Kaloust Agency   May 1987 - January 1993
New England Financial   May 1978 - May 1987

Education
Suffolk University   1986 — 1990
Master's degree, Financial Management

Stonehill College   1974 — 1978
Bachelor's degree, Accounting

Braintree High School   1971 — 1974

Experience
MullinTBG  May 2013 - Present
WISE Agency LLC   April 2012 - April 2013
M Financial Group  January 2005 - May 2011
National Financial Partners  May 1999 - December 2003
New England Financial   August 1998 - May 1999
The Provident Companies   August 1997 - August 1998
Paul Revere Insurance Group  August 1994 - August 1997

Skills
Employee Benefits, Disability Insurance, Executive Pay, Insurance, Long-term Care, Life Insurance, Financial Services, Strategic Planning, Securities, Series 63, Finance, 401k, Long Term Care Insurance, Wealth Management, Sales, Estate Planning, Retirement Planning

Education
Texas State University-San Marcos   1989 — 1993
Bachelor of Business Administration (BBA), Finance

Texas State University
BBA Finance, Finance

Experience
Liberty Tax Service  October 2003 - Present
New England Financial   2002 - 2004
Wright Funeral Directors   1988 - 2002

Education
Dallas Institute Of Funeral Service

Texas Tech University

Experience
Keim Asset Management, LLC   February 2005 - Present
New England Financial   May 1987 - February 2005
New England Financial   May 1987 - February 2005

Skills
Asset Management, Investment Portfolios, Retirement Planning, Estate Planning

Education
Syracuse University
Bachelor of Science (BS), Finance, Martin J.Whitman School of Management

The American College
ChFC® Chartered Financial Consultant

Center for Fiduciary Studies
AIF® Accredited Investment Fiduciary

Experience
Claude B. Bass, J.D.   April 2003 - Present
United Financial Group   2002 - 2003
Canada Life Assurance Co  2000 - 2002
New England Financial   1993 - 2000
C&S National Bank - NationsBank - Bank of America   1985 - 1993
First Tennessee Bank  1979 - 1985
First Tennessee Bank  1977 - 1979

Skills
Trusts, Retirement Planning, Estate Planning, Tax, Retirement, Wills, Strategic Planning, Business Strategy

Education
University of Mississippi School of Law   1974 — 1977
J.D., Business, Estate, Labor, and Tax Law

The University of Southern Mississippi   1966 — 1970
B.A., Majors: Communications and German - Minors: English and Business

Experience
Wells Fargo Advisors  July 2015 - Present
Wells Fargo Advisors  February 2010 - July 2015
Sun Life Financial Distributors  February 2005 - February 2009
New England Financial   March 2004 - February 2005
Merrill Lynch  January 1995 - September 2003
New England Financial   January 1992 - January 1995

Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Insurance, Estate Planning, Financial Advisory, Strategy, Leadership, Business Development, Management, Training, Sales Operations, Business Planning, Finance, Sales, Marketing, Forecasting, Separately Managed..., Budgets, Series 7, Life Insurance

Education
The University of Texas at Austin   1991 — 1994
BBA, Finance, General

International Foundation for Retirement Education   2011 — 2011
CRC Certified Retirement Counselor, Retirement Planning

Experience
First Allied Securities, Inc.   May 2014 - Present
AIG Advisor Group  November 2010 - March 2014
FUSE Research Network  March 2009 - November 2010
LPL Financial  July 2004 - March 2009
BISYS  January 2003 - June 2004
Financial Research Corporation (FRC), a BISYS Company   October 2000 - January 2003
Mutualfunds.com   2000 - 2000
Fidelity Investments  1998 - 2000
New England Financial   June 1993 - June 1998
Pioneer Investments  February 1987 - August 1990

Skills
Wealth Management, Investments, Mutual Funds, Asset Managment, ETFs, Investment Advisory, Portfolio Management, Retirement Planning, Business Planning, Equities, Asset Management, Leadership, Strategy, Retirement, Strategic Financial..., Investment Strategies, CRM, Securities, Due Diligence, Wealth Management..., Relationship Management, Alternative Investments, Business Development, Series 63, Financial Advisory, Financial Services, Asset Allocation, Series 7, Financial Risk, Finance, Investment Management, Hedge Funds, Fixed Income, Series 24, Wealth, FINRA, Series 65, Uniform Combined State..., Bonds, Financial Markets, 401k, Separately Managed..., Financial Planning

Education
Suffolk University - Sawyer Business School

Experience
Integrated Financial Concepts   February 2014 - Present
MassMutual Financial Group  June 2011 - January 2014
AXA Advisors, LLC  May 2009 - June 2011
Principal Financial Group  August 2001 - October 2009
New England Financial   April 1989 - August 2001

Skills
Estate Planning, Investments, Disability Insurance, Long Term Care Insurance, Non-profits, Retirement Planning, Licensed to Sell..., Insurance, Employee Benefits, Program Management, Asset Allocation, Retirement, Fixed Annuities, Strategic Financial..., Life Insurance, Sales, Term Life Insurance, Health Insurance, Wealth Management..., Asset Management, Long-term Care, 401k, Strategic Planning, Series 63, Brokers, Mutual Funds, Nonprofits, Underwriting, Public Speaking, Wealth Management, Portfolio Management, IRAs, Financial Services, Universal Life, Securities, Series 7, Financial Planning

Education
Worcester College, Oxford University   1976 — 1978
Modern History

Trinity College-Hartford   1972 — 1976
BA w/ Honors, History

Riverdale Country School   1965 — 1976

Experience
Strategies Financial Group   January 2004 - Present
Baxter & Associates, Inc.   January 2010 - Present
New England Financial   January 2000 - December 2003

Skills
Retirement Planning, Retirement, Investments, Strategic Planning, Financial Planning, Estate Planning, Mutual Funds, Insurance, Wealth Management, Fundraising

Education
Western Michigan University   1993 — 1997
Bachelor of Science, Statistics, Finance

Forest Hills Northern

The American College
Financial Planning and Services

Experience
Invest Financial  April 2002 - Present
New England Financial   May 1980 - May 1999

Skills
Estate Planning, Fixed Annuities, Investment Advisory, Financial Planning, Wealth Management, Retirement Planning, Disability Insurance, Retirement, Tax, Term Life Insurance, Trusts, Contract Negotiation, 401k, Employee Benefits, Insurance, Life Insurance

Education
State University of New York Empire State College   1987 — 1988
Bachelor of Science (B.S.)

The American College   1980 — 1985
Chartered Life Underwriter and Chartered Financial Consultant, Estate, Insurance and Financial Planning, CLU, ChFC

University of Buenos Aires

Experience
Ameritas  January 2014 - Present
The Dave Ramsey Show   April 2013 - Present
New England Financial   May 2011 - January 2014
Dede Clark's kidsActing   May 2008 - July 2011
Agence Talent   January 2009 - June 2011
One Day Academy  September 2010 - May 2011
Just Imagine  February 2010 - June 2010

Skills
Mutual Funds, Investments, Series 63, Roth IRA, IRAs, Alternative Investments, Finance, 403 b, Variable Annuities, Fixed Annuities, SEP IRA, Variable Life, Life Insurance, Retirement Planning, Securities, 401 K Rollovers, Series 7, Buy-sell Agreements, Tactical Asset..., REIT, Health Insurance, Whole Life, Dividends, Passive Income, Stocks, Bonds, Indexing

Education
The University of Texas at Austin   2005 — 2007
Fine Arts, Theater & Dance

Experience
The Fox Alliance Wealth Advisors   November 2014 - Present
Wilbarger Ck MUD #2, Travis Co., TX   2005 - Present
Independant Insurance Agent  October 1994 - Present
New England Financial   February 2011 - October 2014
Revenue Rising   June 2008 - February 2011
Accolades Public Relations, LLC   January 2006 - February 2011
Chicago Title Austin   April 2005 - June 2008
New England Financial   November 1994 - February 2002
James A. Baker Real Estate Services   1986 - 1994
Franklin Federal Bancorp  1988 - 1993

Skills
Small Business, Start-ups, Negotiation, Real Estate, Strategic Planning, Business Development, Management, Entrepreneurship, New Business Development, Due Diligence, Contract Negotiation, Strategy

Education
The University of Texas at Austin - The Red McCombs School of Business   1976 — 1978
MBA, Real Estate and Finance

The University of Texas at Austin   1969 — 1974
Bachelors of Science, Psychology

Richardson high School
Diploma

Experience
Fisher Investments  July 2014 - Present
Fisher Investments  July 2012 - July 2014
Fisher Investments  May 2011 - July 2012
Fisher Investments  June 2010 - May 2011
Fisher Investments  January 2008 - June 2010
Fisher Investments  May 2005 - January 2008
MassMutual Financial Group  June 2003 - April 2005
New England Financial   November 2001 - May 2003
Embassy of Israel  May 1997 - March 2000

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop

Education
The George Washington University   1993 — 1997
Bachelor of Arts (BA), International Relations

Upper Dublin High School   1993 — 1997

Experience
Suzanne Montalalou   February 1998 - Present
DLD International   February 2012 - October 2012
New England Financial   August 2007 - July 2008
Eveleigh and Associates   October 2003 - August 2005

Skills
•Exceptional research,..., •Self-directed, able..., Customer Service, Public Speaking, Editing, Research, Management, Nonprofits, Project Management, Strategic Planning, Marketing Strategy, Team Leadership, Training, Creative Writing, Speech Writing, Business Journalism, Journalism, Financial Services, Financial Markets, Financial Statements, Microsoft Office, Strategic Communications, Leadership, Marketing, Publishing, Social Networking, Lead Generation, Sales, Blogging, Social Media, Social Media Marketing, Newsletters, Copywriting, Public Relations, Grant Writing, Press Releases, Proofreading, Marketing Communications, Fundraising, Copy Editing, Facebook, Web Content, Media Relations, Online Marketing, Event Planning, Writing, Community Outreach, Event Management, Team Building, Coaching

Education
University of Phoenix   2009 — 2011
Master's, Business Administration

University at Buffalo   1989 — 1991
B. A., English Literature

State University of New York College at Fredonia   1982 — 1986
Bachelor of Arts, English Literature/Creative Writing

Experience
Franco Services   2014 - Present
Harway Appliances   2013 - 2014
Circuit of the Americas  2012 - 2013
A-Plus  2010 - 2012
Bam! Sports PR & Marketing   2010 - 2011
Sustainable Foods Center   2010 - 2010
New England Financial   2008 - 2010
Alexa Sparkman, MA, RD, LD   2009 - 2009
Texas Children's Hospital  2009 - 2009
Baylor Medical Center  2009 - 2009

Skills
Microsoft Office, Organization, Marketing, Public Relations, Healthcare, Social Media, Customer Service, CRM, Event Management, Sales, Event Planning, Leadership, New Business Development, Management, Marketing Strategy, Microsoft Excel, Salesforce.com, Social Media Marketing

Education
The University of Texas at Austin   2006 — 2010
Bachelor of Science, Nutrition

Experience
Retired and enjoying time to pursue personal interests  October 2013 - Present
Mobile Guides Of New England   September 2011 - April 2013
Knights of Columbus  April 2006 - September 2011
Bank Of New York  2005 - 2006
Aon  2002 - 2005
New England Financial   1997 - 2002
MetLife  1997 - 2002
Interim Technology  1992 - 1997
Mutual of New York  1982 - 1992

Skills
Customer Service, Quality Assurance, Restructuring, CRM, Budgets, Management, Vendor Management, Business Analysis, Project Portfolio..., IT Management, Risk Management, SDLC, Project Management, Software Documentation, IT Strategy, Operations Management, Strategic Planning, Business Development, Recruiting, MS Project, Marketing, Insurance, Coaching, Program Management, Process Improvement, Cross-functional Team..., Business Process..., Change Management, Strategy, Management Consulting, Software Development, Analysis, Business Intelligence, Team Building, Team Leadership, Start-ups, Outsourcing, Business Process, Executive Management, PMO, Integration

Education
Onondaga Community College

Syracuse University

Experience
Life Care Funding   July 2014 - Present
W. Morgan Agency   December 2006 - Present
New England Financial   January 2004 - December 2006
IBM  October 1979 - August 1990

Skills
VA Benefits planning, Medicaid planning, Estate Planning, Retirement Planning, Income Protection, Wealth Accumulation, Wealth Transfer, Annuities, Universal Life, Whole Life, IRA's, Long Term Care, Insurance Planning, Term Life Insurance, Health Insurance, Disability Insurance, Retirement, Fixed Annuities, Long-term Care, Medicaid, IRAs, Roth IRA, Long Term Care Insurance, Employee Benefits, Life Insurance, Wealth Management, Strategic Financial..., Small Business

Education
Dept of Veteran Affairs   2011 — 2012
Accredited Claims Agent by the Dept. of Veteran Affairs

The Ohio State University   1974 — 1978
Business

Experience
Global Insurance Solutions Group   October 2014 - Present
Eurocapital Advisors   January 2011 - Present
Alpha Genesis Capital Ltd.   January 2011 - Present
New England Financial   March 2007 - February 2011
AXA Advisors LLC  July 2004 - March 2007
Citigroup Private Bank  1996 - 2004

Skills
Financial Analysis, Strategic Financial..., Financial Risk, Strategic Planning, Business Strategy, Strategic Sourcing, Business Development, Business Analysis, Business Process..., Communication, Community Outreach, Employee Benefits, Succession Planning, Retirement, Customer Service, Insurance, Investments, Banking, Financial Services, 401k, Securities, Mergers & Acquisitions, Estate Planning, Financial Advisory, Fixed Annuities, Series 7, Investment Strategies, Mutual Funds, Risk Management, Financial Modeling, Fixed Income, Wealth Management, Corporate Finance, Credit, Series 63, Asset Management, Finance, Investment Advisory, Leadership, Portfolio Management, Retirement Planning, Private Banking, Alternative Investments, Equities, Asset Allocation, Business Planning, Financial Markets, Investment Management, Investment Banking, Hedge Funds

Education
University of Tampa - John H. Sykes College of Business   1988 — 1990
MBA, Business Administration

Universidad Autónoma de Santo Domingo   1982 — 1986
B.S., Economics

Colegio Santa Teresita

Experience
Insight Private Advisors   February 2015 - Present
The Lewis School Of Princeton  August 2011 - December 2014
Whole Foods Market  March 2010 - August 2011
New England Financial   September 2000 - June 2008
BellCore, Berlex Pharmaceuticals, National Education Corporation   January 1986 - May 1993

Education
Stevens Institute of Technology
MS

Trinity College-Hartford
BA

Experience
National Oilwell Varco  January 2011 - Present
Modis  February 2010 - September 2010
Cisco Systems  November 2008 - September 2009
Cisco Systems  March 2008 - November 2008
New England Financial   August 2007 - March 2008
Tek Systems  January 2007 - August 2007
LeapFrog SchoolHouse  January 2004 - January 2007

Education
The University of Texas at Austin
BA, Spanish Culture, Business

Universidad de Sevilla

Experience
Wells Fargo Advisors  December 2013 - Present
Edward Jones  December 2004 - December 2013
A. G.Edwards   2002 - 2004
New England Financial   1999 - 2002

Skills
Retirement Planning, Wealth Management, Financial Planning, Investments, Mutual Funds, Series 7, Retirement

Education
The King's College   1978 — 1982

Experience
Partners HealthCare (Brigham and Women's Hospital)   2008 - Present
Self-employed  May 2007 - May 2008
Aviva Life Insurance Company  May 2002 - May 2007
OneBeacon Insurance  January 2001 - December 2001
Boston Financial  December 1999 - November 2001
New England Financial/MetLife  1999 - 1999
New England Financial   1997 - 1999
New England Financial   1990 - 1997

Skills
DDI, TOEFL, Leadership Development, Organizational..., Performance Management, Coaching, Program Management, Strategy, Workshop Facilitation, Staff Development, Leadership, Training, Mentoring, Onboarding, Healthcare, Consulting, Management, Career Development, Instructional Design, Talent Management, Employee Training, Customer Service, Performance Consulting, 360 Feedback, MBTI, Team Building, Behavioral Interviewing

Education
Suffolk University
EdM

University of Massachusetts Boston
BS

Experience
NFP Advisor Services  October 2013 - Present
NFP Advisor Services  November 2007 - October 2013
New England Financial   November 2003 - November 2007
EZCorp  1998 - 2003
Semolina  1992 - 1998

Education
Texas State University   1999 — 2002
MBA, Finance, Accounting

Vanderbilt University   1986 — 1990
BA, English, Spanish

Experience
Hillcrest Healthcare System  September 2015 - Present
Oklahoma State University Medical Center, Tulsa, OK   June 2007 - Present
New England Financial   2001 - 2005
Berkeley Systems, Inc  1998 - 2001
Vivendi  1998 - 2001
The Doctors Management Company   April 1989 - April 1998
The Doctors Company  1989 - 1998

Education
Tulsa Community College   2004 — 2007

vista community college   1997 — 2000

Experience
University of Pittsburgh  May 2013 - April 2015
Armada Global   May 2014 - September 2014
New England Financial   March 2012 - December 2012
Senior Wealth Management, LLC   May 2010 - April 2012
AXA Financial  November 2008 - November 2009
Orhtodox Union Institute Public Affairs   2006 - 2006
Seante Republican Conference   2006 - 2006
Senate Republican Conference  2006 - 2006
US Congress  2006 - 2006

Skills
Investments, Wealth Management, Estate Law, Long Term Care Insurance, Retirement, Insurance, Estate Planning, Financial Advisory, Portfolio Management, Health Insurance, Retirement Planning, Financial Planners, Tax, Securities, Series 7, Finance, Investment Advisory, Fixed Annuities, Mutual Funds, Asset Allocation, Strategic Financial..., Teamwork, Analysis, Public Speaking, Microsoft Office, Risk Management, Strategic Planning, Research, Financial Planning

Education
University of Pittsburgh   2013 — 2015
MPIA, Security and Inteligence

Touro College   2005 — 2007
Bachelor of Arts (B.A.), Political Science and Government

Derech Etz Chaim   2001 — 2006

Hillel Academy   1995 — 2001

Experience
Fairway Independent Mortgage Corporation  April 2015 - Present
St. Mark Catholic Church  2014 - Present
Summit Bank & Trust  May 2014 - February 2015
Security Service Federal Credit Union  February 2012 - February 2014
Good Sam Family  May 2011 - January 2012
New England Financial   July 2008 - January 2011
Wachovia  August 2001 - January 2008
U Store America   April 1998 - April 2000

Skills
Series 7, Series 63, Mortgage Lending, Loans, Credit, Investments, Banking, Real Estate, Credit Analysis, Investment Properties, Loan Origination, Residential Mortgages, Sales, Selling, Call Centers, FHA, FHA financing, Finance, Refinance, Small Business, VA loans

Education
The University of Texas at San Antonio   1999 — 2001
Bachelors of Science, Business Administration and Management, General

Heron Lake-Okabena HS   1982 — 1985
Graduated, Business

Experience
Atlanta Retirement Partners   April 2014 - Present
OneAmerica  March 2012 - April 2014
American United Life Insurance (AUL)   March 2012 - April 2014
OneAmerica  October 2006 - March 2012
American United Life Insurance (AUL)   October 2006 - March 2012
Guardian  June 2000 - September 2006
New England Financial   September 1998 - May 2000

Skills
Retirement, Employee Benefits, Insurance, 401k, ERISA, FINRA Series 6, Series 63, Client Services, Client Retention, Client Relationship..., Salesforce.com, Series 6, Financial Services, CRM, Retirement Planning, Mutual Funds

Education
The University of Georgia   1994 — 1998
BBA, Marketing

University of Georgia - Terry College of Business   1994 — 1998
BBA, Marketing

Experience
Sentinel Securities, Inc / Sentinel Pension Advisors, Inc.   January 2011 - Present
City of Malden  January 2007 - Present
Nestor Consulting Services   March 2009 - January 2011
Investors Capital Corp.  July 2003 - March 2009
Scudder Investments  March 2000 - July 2003
New England Financial   April 1998 - March 2000
Jeffrson Pilot Securities Corporation   April 1997 - April 1998
HJ Meyers & Co.   October 1995 - March 1997
Fidelity Investments  January 1993 - October 1995

Skills
Process Improvement, Financial Services, Employee Benefits, Retirement Planning, Securities, Public Speaking, Investment Management, Insurance, Retirement, Mutual Funds, Strategic Financial..., Financial Advisory, Contract Negotiation, Compliance, Financial Risk, Risk Management, Series 7

Education
Suffolk University   1986 — 1990
BSBA, Marketing

Wharton CRCP

Experience
New England Financial   Bank OfficerCompass BankMarch 2000 - March 2001

Education
Texas Tech University   1992 — 1996
BBA, Marketing

Experience
Merrill Lynch  September 2005 - Present
Morgan Stanley  September 1999 - September 2005
New England Financial   September 1994 - September 1999

Skills
Retirement Planning, Wealth Management..., Mutual Funds, Estate Planning, Options, Investments & Cash Mgmt, Tax Efficient Strategies, Education Funding / 529..., Alternative Investments, Analyze Risk & Beta, Insurance, Municipal Bonds, Asset Allocation

Education
Stephen F. Austin State University   1988 — 1992

Experience
Citizen Jane, Inc   August 2010 - Present
New England Financial   September 2006 - June 2009
Fidelity Investments  January 2000 - June 2003

Skills
Finance

Education
Manchester Metropolitan University
HND, Business and Printing

Experience
Ahold USA  March 2012 - Present
Ahold USA  November 2010 - March 2012
Ahold USA  September 2005 - November 2010
Ahold USA  February 2004 - September 2005
Ahold USA  December 2001 - February 2004
Element K  January 2000 - January 2001
New England Financial   January 1998 - January 2000

Skills
Retail, Inventory Management, Customer Service, Merchandising, Supermarkets, Outlook, Team Leadership, Microsoft Excel, Financial Analysis, Financial Reporting, Financial Modeling, Access, Coaching, Auditing, Pricing, Contract Negotiation, Inventory Control, Finance, Accounts Payable, Variance Analysis, Business Analysis, Managerial Finance, Cash Flow, Management, Accounts Receivable, Strategic Financial..., Budgets, Account Management, Supply Chain, Teamwork, Cross-functional Team..., Invoicing, Sarbanes-Oxley Act, Risk Management, Analysis, Strategic Planning, Employee Benefits, Business Planning, Strategy, Process Improvement, Internal Controls, Essbase, Operations Management, Financial Accounting, Corporate Finance, English, Program Management, Accounting, Internal Audit, Marketing

Education
Suffolk University   1994 — 1998
Bachelor's degree, Finance, 3.83

Experience
KAFL Inc.   February 2005 - Present
New England Financial   October 2000 - January 2005

Skills
Fixed Annuities, Disability Insurance, Life Insurance, Term Life Insurance, Universal Life, Whole Life, Insurance, Brokers, Underwriting, Insurance Brokerage

Education
State University of New York College at Brockport
B.S., Political Science

Experience
New England Financial   October 2008 - Present
Carrier Corporation  1987 - August 2005

Education
State University of New York Empire State College
BS, Business, Marketing

Experience
New England Financial   December 2011 - Present

Education
Trinity College-Hartford   2003 — 2007
B.A. Religion, Hinduism, Buddhism, Music, Liberal Arts

Experience
Ultimus Fund Solutions, LLC  December 2013 - Present
SEI  January 2006 - April 2013
Guardian Investor Services  January 2000 - January 2006
New England Financial   January 1996 - December 2000

Skills
Sales Management, Investments, Strategy, Strategic Planning, Insurance, Sales, Marketing, Business Development, Relationship Management, Financial Services, Mutual Funds, Wealth Management, Alternative Investments, Broker-Dealer, Product Development, Asset Management

Education
Stonehill College   1992 — 1995
Bachelors, Business Management

Manchester High School   1988 — 1991

Experience
Niccoli Oil & Energy   2004 - Present
Putnam Investments  September 2000 - December 2004
New England Financial   September 1999 - September 2000
E.M. Winston   September 1997 - September 1999

Skills
Risk Management, Mergers & Acquisitions, Strategic Planning, Business Development, Management, Customer Service, Sales, Process Improvement, Benefits Administration, Business Planning, Employee Benefits, Leadership, Business Strategy, Finance, Strategy, Operations Management

Education
Suffolk University - Sawyer School of Management   2010 — 2013
Master of Business Administration (M.B.A.)

Stonehill College   2005 — 2005
Human Resources and the Law

University of Massachusetts Lowell   1994 — 1998
Business

Experience
New England Financial   July 2008 - Present
Morgan Stanley  2007 - 2008
Tronwell  March 2004 - May 2005

Education
UC Davis   1999 — 2003
Bachelor of Arts (B.A.), Economics

Universidad de Alcalá   2001 — 2002

Experience
Westcoast Financial Benefits, Inc.   1997 - Present
Westcoast Financial Benefits, Inc.   1997 - Present
New England Financial   July 1982 - January 1997

Skills
Investments, Life Insurance, Personal Financial..., Retirement Planning, Estate Planning, Employee Benefits, Qualified Retirement..., 401k, Variable Annuities, Group Insurance, 401k Rollovers, Deferred Compensation, Profit Sharing, Defined Benefit, Managed Money, Mutual Funds, Fixed Annuities, Indexed Annuities, Pensions, Traditional IRA, Roth IRA, Simple IRA, Financial Planners

Education
University of South Florida - College of Business Administration   1978 — 1982
BA Finance

The American College   1992 — 1993
Chartered Life Underwriter

The American College   2003 — 2004
Chartered Financial Consultant