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
Michael De Lucia, CPA, CFP® Michael De Lucia, CPA, CFP®'s New England Financial Experience January 2006 - December 2007
Job Tampa Bay Accountant, Tax Advisor, & Financial Planner
Industry Financial Services
Experience
delucia+co May 2013 - Present
Joe Teston & Associates February 2013 - October 2013
USAA August 2010 - February 2013
J.W. Cole Financial January 2008 - December 2009
New England Financial January 2006 - December 2007
Skills
Retirement Planning, Tax, Wealth Management, Retirement, Asset Allocation, Mutual Funds, Fixed Annuities, Investment Advisory, IRAs, QuickBooks, Asset Management, Investments, Accounting, Strategic Financial..., Insurance, Finance, Securities, Financial Advisory, Investment Strategies, Series 7, Financial Planners, Financial Planning, Xero
Education
University of South Florida 2009 — 2012
Accounting
University of Central Florida - College of Business Administration 2003 — 2005
Finance
delucia+co May 2013 - Present
Joe Teston & Associates February 2013 - October 2013
USAA August 2010 - February 2013
J.W. Cole Financial January 2008 - December 2009
New England Financial January 2006 - December 2007
Skills
Retirement Planning, Tax, Wealth Management, Retirement, Asset Allocation, Mutual Funds, Fixed Annuities, Investment Advisory, IRAs, QuickBooks, Asset Management, Investments, Accounting, Strategic Financial..., Insurance, Finance, Securities, Financial Advisory, Investment Strategies, Series 7, Financial Planners, Financial Planning, Xero
Education
University of South Florida 2009 — 2012
Accounting
University of Central Florida - College of Business Administration 2003 — 2005
Finance
Davin Schmidt Davin Schmidt's New England Financial Experience May 2010 - August 2010
Job Real Estate Professional
Industry Real Estate
Experience
Marco Polo Realty, LLC 2003 - Present
New England Financial May 2010 - August 2010
AUM Corporation February 2008 - June 2009
Skills
Strong background in..., Excellent people skills, Excellent leadership..., Collaborative and team..., Extensive experience in..., Commercial Real Estate, Condos, Customer Service, Finance, Financial Analysis, Investments, Leadership, Luxury, Management, Marketing, Microsoft Excel, Microsoft Office, Negotiation, PowerPoint, Public Speaking, Real Estate, Sellers, Social Media
Education
University of Hawaii - College of Business Administration
Bachelor of Business Administration (BBA), Finance and International Business
Marco Polo Realty, LLC 2003 - Present
New England Financial May 2010 - August 2010
AUM Corporation February 2008 - June 2009
Skills
Strong background in..., Excellent people skills, Excellent leadership..., Collaborative and team..., Extensive experience in..., Commercial Real Estate, Condos, Customer Service, Finance, Financial Analysis, Investments, Leadership, Luxury, Management, Marketing, Microsoft Excel, Microsoft Office, Negotiation, PowerPoint, Public Speaking, Real Estate, Sellers, Social Media
Education
University of Hawaii - College of Business Administration
Bachelor of Business Administration (BBA), Finance and International Business
Thomas C. Powers Thomas C. Powers's New England Financial Experience 2001 - 2004
Job Senior VP, Regional Sales Manager at Comerica Securities Inc
Industry Financial Services
Experience
Comerica Securities Inc 2015 - Present
Genworth Financial 2013 - 2015
Aviva USA 2012 - 2013
Waddell & Reed 2005 - 2012
New England Financial 2001 - 2004
Prudential Financial 1993 - 2001
Skills
Retirement Planning, Portfolio Management, Mutual Funds, Retirement, Series 63, Wealth Management, Series 7, Strategic Financial..., Investments, Estate Planning, Long-term Care, Investment Advisory, Asset Management, Financial Advisory, Financial Services, Securities, Asset Allocation, Financial Analysis, Series 6, 401k, Relationship Management, Financial Planning
Education
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor of Arts (BA), Economics
Comerica Securities Inc 2015 - Present
Genworth Financial 2013 - 2015
Aviva USA 2012 - 2013
Waddell & Reed 2005 - 2012
New England Financial 2001 - 2004
Prudential Financial 1993 - 2001
Skills
Retirement Planning, Portfolio Management, Mutual Funds, Retirement, Series 63, Wealth Management, Series 7, Strategic Financial..., Investments, Estate Planning, Long-term Care, Investment Advisory, Asset Management, Financial Advisory, Financial Services, Securities, Asset Allocation, Financial Analysis, Series 6, 401k, Relationship Management, Financial Planning
Education
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor of Arts (BA), Economics
Milton Speid Milton Speid's New England Financial Experience March 2009 - May 2009
Job Global Partnership Development at TED Conferences
Industry Online Media
Experience
TED Conferences January 2015 - Present
Silicon Valley Community Foundation April 2012 - December 2014
Bank of America September 2009 - April 2012
New England Financial March 2009 - May 2009
Bank of America June 2005 - February 2009
Banc of America Investments June 2005 - August 2005
Cape Cod Cooperative Bank June 2004 - July 2005
Skills
Banking, Budgets, Coaching, CRM, Customer Service, Finance, Government, Fundraising, Investments, Leadership, Management, Marketing Communications, Portfolio Management, Program Management, Philanthropy, Proposal Writing, Series 6, Series 63, Strategy, Training
Education
University of Hartford 1998 — 2002
Bachelor of Arts, Psychology
TED Conferences January 2015 - Present
Silicon Valley Community Foundation April 2012 - December 2014
Bank of America September 2009 - April 2012
New England Financial March 2009 - May 2009
Bank of America June 2005 - February 2009
Banc of America Investments June 2005 - August 2005
Cape Cod Cooperative Bank June 2004 - July 2005
Skills
Banking, Budgets, Coaching, CRM, Customer Service, Finance, Government, Fundraising, Investments, Leadership, Management, Marketing Communications, Portfolio Management, Program Management, Philanthropy, Proposal Writing, Series 6, Series 63, Strategy, Training
Education
University of Hartford 1998 — 2002
Bachelor of Arts, Psychology
Gustav Enzie Gustav Enzie's New England Financial Experience 1996 - 1999
Job Implementation Specialist at RRD
Industry Financial Services
Experience
RR Donnelley April 2008 - Present
State Street August 2007 - March 2008
Deutsche Bank March 2007 - August 2007
John Hancock Life Insurance Company (U.S.A.) 1999 - April 2007
New England Financial 1996 - 1999
New England Financial January 1995 - December 1995
Skills
Project Management, Financial Services, Process Improvement, Software Documentation, Requirements Analysis, Mutual Funds, Requirements Gathering, Variable Annuities, Software Implementation, Content Management, Legal Research, Adobe Acrobat, Management, Business Analysis, Project Planning, Team-oriented, Leadership, Software Project..., Computer Software..., Training Facilitation, Customer Focus, Eye For Detail, Insurance, Editing, Teaching, User Interface Design, Fact Finding, Documentations, Self-driven, Customer Service, Vendor Management, Financial Analysis, Analysis
Education
University of Massachusetts, Amherst 1986 — 1990
B.A., Political Science
Western School of Health and Business Careers 1993 — 1994
Paralegal Certificate, Paralegal
Duxbury High School 1983 — 1986
High School, College Prep
Derby Academy 1979 — 1983
Prep School, Elementary and Secondary School
RR Donnelley April 2008 - Present
State Street August 2007 - March 2008
Deutsche Bank March 2007 - August 2007
John Hancock Life Insurance Company (U.S.A.) 1999 - April 2007
New England Financial 1996 - 1999
New England Financial January 1995 - December 1995
Skills
Project Management, Financial Services, Process Improvement, Software Documentation, Requirements Analysis, Mutual Funds, Requirements Gathering, Variable Annuities, Software Implementation, Content Management, Legal Research, Adobe Acrobat, Management, Business Analysis, Project Planning, Team-oriented, Leadership, Software Project..., Computer Software..., Training Facilitation, Customer Focus, Eye For Detail, Insurance, Editing, Teaching, User Interface Design, Fact Finding, Documentations, Self-driven, Customer Service, Vendor Management, Financial Analysis, Analysis
Education
University of Massachusetts, Amherst 1986 — 1990
B.A., Political Science
Western School of Health and Business Careers 1993 — 1994
Paralegal Certificate, Paralegal
Duxbury High School 1983 — 1986
High School, College Prep
Derby Academy 1979 — 1983
Prep School, Elementary and Secondary School
Romy Mortel, AFC® Romy Mortel, AFC®'s New England Financial Experience March 2005 - March 2006
Job SFLTAP FINANCIAL COUNSELOR at SercoNA
Industry Financial Services
Experience
Serco-NA October 2012 - Present
Pioneer Services a division of MidCountry Bank March 2006 - June 2012
New England Financial March 2005 - March 2006
CitiStreet May 2003 - March 2005
Prudential Financial August 1994 - May 2003
Mortel Meeting & Planning, INC. April 1995 - January 2003
US Army 1985 - 1994
Skills
Leadership, Team Building, Leadership Development, Management, Program Management, Training, Strategic Planning, Risk Management, Customer Service, Strategy, Operations Management, Financial Services, Team Leadership, Business Development, Finance, Sales, Process Improvement, Budgets, Military, Analysis, Cross-functional Team..., Sales Management, Coaching, Military Experience, Human Resources, Credit, Loans, Business Strategy, Change Management, Microsoft Excel, Banking, Consumer Lending, Nonprofits, Insurance, Customer Satisfaction, Recruiting, Executive Management, Investments, Financial Analysis, Organizational..., Mortgage Lending, Onboarding, Strategic Financial..., Accounting, New Business Development, Retail, Time Management, Account Management, Financial Planning
Education
University of Arizona 1980 — 1984
BA, General Studies
Serco-NA October 2012 - Present
Pioneer Services a division of MidCountry Bank March 2006 - June 2012
New England Financial March 2005 - March 2006
CitiStreet May 2003 - March 2005
Prudential Financial August 1994 - May 2003
Mortel Meeting & Planning, INC. April 1995 - January 2003
US Army 1985 - 1994
Skills
Leadership, Team Building, Leadership Development, Management, Program Management, Training, Strategic Planning, Risk Management, Customer Service, Strategy, Operations Management, Financial Services, Team Leadership, Business Development, Finance, Sales, Process Improvement, Budgets, Military, Analysis, Cross-functional Team..., Sales Management, Coaching, Military Experience, Human Resources, Credit, Loans, Business Strategy, Change Management, Microsoft Excel, Banking, Consumer Lending, Nonprofits, Insurance, Customer Satisfaction, Recruiting, Executive Management, Investments, Financial Analysis, Organizational..., Mortgage Lending, Onboarding, Strategic Financial..., Accounting, New Business Development, Retail, Time Management, Account Management, Financial Planning
Education
University of Arizona 1980 — 1984
BA, General Studies
Don M. Read Don M. Read's New England Financial Experience January 1999 - December 2003
Job Pastor of Care & Counseling at Austin Oaks Church
Industry Religious Institutions
Experience
Austin Oaks Church December 2003 - Present
New England Financial January 1999 - December 2003
The Medical Institute August 1997 - September 1998
Sky Ranches, Inc. May 1977 - August 1997
Skills
Pastoral Counseling, Marital Counseling, Teaching, Expository Preaching, Premarital Counseling, Pastoral Care, Business, Financial Planners, Men's Ministry, Children's Ministry, Family Ministry, Preaching, Christian Ministry, Leadership Development, Public Speaking, Biblical Studies, Community Outreach, Leadership, Fundraising, Church Events, Biblical Teaching, Gospel, Career Counseling, Event Planning, Discipleship, Grief Counseling, Theology, Nonprofits, Christian Leadership, Life Coaching, Christian Theology, Evangelism, Missions, Family Therapy, Religion, Pastoral Theology, Discipleship Training, Pastoring, Spiritual Direction, Homiletics
Education
Liberty Theological Seminary 2011 — 2013
Master's degree, Pastoral Counseling and Specialized Ministries
University of Texas at Tyler 1990 — 1995
MBA Studies
University of Mary-Hardin Baylor 1976 — 1980
Bachelor's degree, Counseling Psychology
Austin Oaks Church December 2003 - Present
New England Financial January 1999 - December 2003
The Medical Institute August 1997 - September 1998
Sky Ranches, Inc. May 1977 - August 1997
Skills
Pastoral Counseling, Marital Counseling, Teaching, Expository Preaching, Premarital Counseling, Pastoral Care, Business, Financial Planners, Men's Ministry, Children's Ministry, Family Ministry, Preaching, Christian Ministry, Leadership Development, Public Speaking, Biblical Studies, Community Outreach, Leadership, Fundraising, Church Events, Biblical Teaching, Gospel, Career Counseling, Event Planning, Discipleship, Grief Counseling, Theology, Nonprofits, Christian Leadership, Life Coaching, Christian Theology, Evangelism, Missions, Family Therapy, Religion, Pastoral Theology, Discipleship Training, Pastoring, Spiritual Direction, Homiletics
Education
Liberty Theological Seminary 2011 — 2013
Master's degree, Pastoral Counseling and Specialized Ministries
University of Texas at Tyler 1990 — 1995
MBA Studies
University of Mary-Hardin Baylor 1976 — 1980
Bachelor's degree, Counseling Psychology
Mesa Kaplon Mesa Kaplon's New England Financial Experience June 1977 - February 2002
Job New Business Coordinator
Industry Financial Services
Experience
HF Financial June 2015 - Present
Crump Life Insurance Services February 2010 - November 2014
Bank of America January 2008 - February 2010
Highland Capital Brokerage August 2006 - November 2007
Merrill Lynch February 2002 - August 2006
New England Financial June 1977 - February 2002
Skills
Life Insurance Sales,..., Operations Management, Performance Management, Strategic Planning, Long Term Care Insurance, Process Improvement, Recruiting, Training, Life Insurance, New Business Development, Long-term Care, Time Management, Disability Insurance, Term Life Insurance, Coaching, Business Process..., Leadership Development, Microsoft Excel, Relationship Management, Sales, Underwriting, Insurance, Management, Financial Services, Retirement Planning, Wealth Management, Mutual Funds, Customer Service, Series 63, Series 6, Fixed Annuities, Retirement, Health Insurance, Estate Planning
Education
UNCC
History
HF Financial June 2015 - Present
Crump Life Insurance Services February 2010 - November 2014
Bank of America January 2008 - February 2010
Highland Capital Brokerage August 2006 - November 2007
Merrill Lynch February 2002 - August 2006
New England Financial June 1977 - February 2002
Skills
Life Insurance Sales,..., Operations Management, Performance Management, Strategic Planning, Long Term Care Insurance, Process Improvement, Recruiting, Training, Life Insurance, New Business Development, Long-term Care, Time Management, Disability Insurance, Term Life Insurance, Coaching, Business Process..., Leadership Development, Microsoft Excel, Relationship Management, Sales, Underwriting, Insurance, Management, Financial Services, Retirement Planning, Wealth Management, Mutual Funds, Customer Service, Series 63, Series 6, Fixed Annuities, Retirement, Health Insurance, Estate Planning
Education
UNCC
History
Heather Margulis Heather Margulis's New England Financial Experience 1997 - 1998
Job VP, Human Resources at General Growth Properties
Industry Human Resources
Experience
General Growth Properties August 2012 - Present
General Growth Properties May 2009 - Present
General Growth Properties July 2002 - Present
McCord Travel 1998 - 2002
New England Financial 1997 - 1998
Skills
Human Resources, Management, Employee Benefits, Strategy, Benefits Administration, Performance Management, HRIS, Employee Engagement, Organizational..., Coaching, Customer Service, Employee Relations, Onboarding, Talent Management, Vendor Management, Change Management, Talent Acquisition, Budgets
Education
University of Iowa 1993 — 1997
Bachelor of Science, Elementary Education
Deerfield High School
General Growth Properties August 2012 - Present
General Growth Properties May 2009 - Present
General Growth Properties July 2002 - Present
McCord Travel 1998 - 2002
New England Financial 1997 - 1998
Skills
Human Resources, Management, Employee Benefits, Strategy, Benefits Administration, Performance Management, HRIS, Employee Engagement, Organizational..., Coaching, Customer Service, Employee Relations, Onboarding, Talent Management, Vendor Management, Change Management, Talent Acquisition, Budgets
Education
University of Iowa 1993 — 1997
Bachelor of Science, Elementary Education
Deerfield High School
Mila Pravdina Mila Pravdina's New England Financial Experience 2000 - 2003
Job Founder and President at LP Financial Services
Industry Financial Services
Experience
LP Financial Services 1998 - Present
LP Insurance & Financial Services, LLC 1998 - Present
Metlife / Tower Square Securities, Inc 2003 - 2013
New England Financial 2000 - 2003
The MONY Group 1998 - 2000
H & R Block 1994 - 1998
Universal Trading Company 1991 - 1994
Tzeng & Associates 1989 - 1991
Skills
Small Business..., Fixed Annuities, Finance, Entrepreneurship, Customer Service, Start-ups, Microsoft Office, Small Business, New Business Development, Business Strategy, Insurance, Management, Investments, Sales
Education
University of California, Los Angeles 1989 — 1990
Master's degree, extension courses in structural engineering
Odessa State Institute of Civil Engineering and Architecture 1974 — 1979
Master's Degree, Structural Engineering
LP Financial Services 1998 - Present
LP Insurance & Financial Services, LLC 1998 - Present
Metlife / Tower Square Securities, Inc 2003 - 2013
New England Financial 2000 - 2003
The MONY Group 1998 - 2000
H & R Block 1994 - 1998
Universal Trading Company 1991 - 1994
Tzeng & Associates 1989 - 1991
Skills
Small Business..., Fixed Annuities, Finance, Entrepreneurship, Customer Service, Start-ups, Microsoft Office, Small Business, New Business Development, Business Strategy, Insurance, Management, Investments, Sales
Education
University of California, Los Angeles 1989 — 1990
Master's degree, extension courses in structural engineering
Odessa State Institute of Civil Engineering and Architecture 1974 — 1979
Master's Degree, Structural Engineering
Alana Kerch Alana Kerch's New England Financial Experience October 2010 - January 2011
Job Searching for Financial Analyst, entrylevel Position
Industry Airlines/Aviation
Experience
Bank of Hawaii August 2011 - April 2013
New England Financial October 2010 - January 2011
Aloha Salads January 2010 - May 2010
Aloha Salads October 2009 - April 2010
Kerch & Associates October 2007 - June 2008
South Shore Grill March 2006 - July 2007
Skills
Customer Service, Recruiting, Finance, Budgets, Leadership, Analysis, Time Management, Human Resources, Forecasting, Corporate Finance, Financial Analysis, Microsoft Excel, Sales, Strategic Planning, Project Management, Research, Marketing
Education
University of Hawaii at Manoa 2005 — 2010
B.B.A, Business Finance
University of Hawaii at Manoa 2005 — 2010
B.B.A., International Business
Bank of Hawaii August 2011 - April 2013
New England Financial October 2010 - January 2011
Aloha Salads January 2010 - May 2010
Aloha Salads October 2009 - April 2010
Kerch & Associates October 2007 - June 2008
South Shore Grill March 2006 - July 2007
Skills
Customer Service, Recruiting, Finance, Budgets, Leadership, Analysis, Time Management, Human Resources, Forecasting, Corporate Finance, Financial Analysis, Microsoft Excel, Sales, Strategic Planning, Project Management, Research, Marketing
Education
University of Hawaii at Manoa 2005 — 2010
B.B.A, Business Finance
University of Hawaii at Manoa 2005 — 2010
B.B.A., International Business
Sydney P. Scott Sydney P. Scott's New England Financial Experience January 2012 - May 2012
Job Software Subscription & Support Specialist Collaborating with clients to preserve their IT software investments
Industry Information Technology and Services
Experience
IBM May 2014 - Present
Gannett June 2012 - May 2014
The Hartford Courant January 2012 - May 2012
New England Financial January 2012 - May 2012
FX and Fox Cable Networks June 2011 - August 2011
Skills
Advertising, Social Media Marketing, Social Media, Facebook, Digital Media, Online Advertising, Media Planning, Integrated Marketing, Public Relations, Social Networking, Marketing, Marketing Communications, Digital Marketing
Education
University of Hartford 2008 — 2012
Bachelor's degree, Advertising
University of Hartford 2008 — 2012
Bachelor's degree, Public Relations, Advertising, and Applied Communication
IBM May 2014 - Present
Gannett June 2012 - May 2014
The Hartford Courant January 2012 - May 2012
New England Financial January 2012 - May 2012
FX and Fox Cable Networks June 2011 - August 2011
Skills
Advertising, Social Media Marketing, Social Media, Facebook, Digital Media, Online Advertising, Media Planning, Integrated Marketing, Public Relations, Social Networking, Marketing, Marketing Communications, Digital Marketing
Education
University of Hartford 2008 — 2012
Bachelor's degree, Advertising
University of Hartford 2008 — 2012
Bachelor's degree, Public Relations, Advertising, and Applied Communication
John A. Moreland, CIMA®, CEBS John A. Moreland, CIMA®, CEBS's New England Financial Experience September 1994 - April 2000
Job Director, Policy Development & Implementation at MetLife
Industry Investment Management
Experience
MetLife September 2013 - Present
MetLife July 2008 - August 2013
MetLife March 2007 - June 2008
MetLife December 2002 - February 2007
MetLife April 2000 - December 2002
New England Financial September 1994 - April 2000
New England Financial May 1993 - September 1994
Mercer October 1992 - April 1993
New England Financial February 1990 - September 1992
KPMG July 1989 - February 1990
Skills
401k, Investments, Pensions, Retirement, Portfolio Management, Retirement Planning, Asset Allocation, Defined Benefit, Mutual Funds, Defined Contribution, Fixed Annuities, Actuarial Science, Investment Management, Investment Strategies, Employee Benefits
Education
University of Arizona 1981 — 1984
Bachelor of Arts (BA), General Studies with concentration in Mathematics, Business and Physics
MetLife September 2013 - Present
MetLife July 2008 - August 2013
MetLife March 2007 - June 2008
MetLife December 2002 - February 2007
MetLife April 2000 - December 2002
New England Financial September 1994 - April 2000
New England Financial May 1993 - September 1994
Mercer October 1992 - April 1993
New England Financial February 1990 - September 1992
KPMG July 1989 - February 1990
Skills
401k, Investments, Pensions, Retirement, Portfolio Management, Retirement Planning, Asset Allocation, Defined Benefit, Mutual Funds, Defined Contribution, Fixed Annuities, Actuarial Science, Investment Management, Investment Strategies, Employee Benefits
Education
University of Arizona 1981 — 1984
Bachelor of Arts (BA), General Studies with concentration in Mathematics, Business and Physics
Chad Manz CLU®, CFP®'s New England Financial Experience August 1997 - December 1999
Job National Sales ManagerPrime Channel
Industry Insurance
Experience
Pacific Life February 2014 - Present
Pacific Life January 2013 - February 2014
Pacific Life January 2007 - December 2012
The Hartford Mutual Funds-PLANCO January 2005 - December 2006
The Hartford January 2003 - December 2005
The Hartford 2001 - 2003
The Hartford January 2000 - December 2001
New England Financial August 1997 - December 1999
Education
University of Missouri-Columbia 1993 — 1997
BA, Political Science
Pacific Life February 2014 - Present
Pacific Life January 2013 - February 2014
Pacific Life January 2007 - December 2012
The Hartford Mutual Funds-PLANCO January 2005 - December 2006
The Hartford January 2003 - December 2005
The Hartford 2001 - 2003
The Hartford January 2000 - December 2001
New England Financial August 1997 - December 1999
Education
University of Missouri-Columbia 1993 — 1997
BA, Political Science
Daniel Seder, CFA, CFP® Daniel Seder, CFA, CFP®'s New England Financial Experience April 2002 - June 2005
Job Private Wealth Management
Industry Financial Services
Experience
Blue Chip Partners, Inc., an Independent Registered Investment Advisor June 2005 - Present
Raymond James June 2005 - Present
New England Financial April 2002 - June 2005
Education
University of Michigan 1998 — 2002
B.A., Organizational Studies
Blue Chip Partners, Inc., an Independent Registered Investment Advisor June 2005 - Present
Raymond James June 2005 - Present
New England Financial April 2002 - June 2005
Education
University of Michigan 1998 — 2002
B.A., Organizational Studies
Nate Richter, CFP ® Nate Richter, CFP ®'s New England Financial Experience 2002 - 2005
Job Financial Planner at StoneCreek Financial
Industry Financial Services
Experience
StoneCreek Financial June 2011 - Present
John Hancock Financial Network 2005 - 2006
New England Financial 2002 - 2005
Woodbury Financial 1998 - 2002
Education
University of Colorado Boulder - Leeds School of Business
BS Business
StoneCreek Financial June 2011 - Present
John Hancock Financial Network 2005 - 2006
New England Financial 2002 - 2005
Woodbury Financial 1998 - 2002
Education
University of Colorado Boulder - Leeds School of Business
BS Business
Sara Carvalho Sara Carvalho's New England Financial Experience May 1998 - October 2000
Job Retirement Plan Consultant at Marsh & McLennan Agency
Industry Financial Services
Experience
Marsh & McLennan Agency August 2015 - Present
EMPOWER Retirement October 2014 - July 2015
Putnam Investments December 2007 - October 2014
Mercer October 2000 - December 2007
New England Financial May 1998 - October 2000
Skills
Series 7, Series 63, Defined Benefit, 401k, Series 6, Retirement Plan..., Retirement, ERISA, Pensions, Mutual Funds, IRAs, Retirement Planning, Investment Advisory, Wealth Management, Relationship Management, Investments, Insurance, Product Development, Customer Retention, Customer Service, Financial Services, Asset Allocation
Education
University of Massachusetts at Lowell 1994 — 1998
BS, Psychology
Marsh & McLennan Agency August 2015 - Present
EMPOWER Retirement October 2014 - July 2015
Putnam Investments December 2007 - October 2014
Mercer October 2000 - December 2007
New England Financial May 1998 - October 2000
Skills
Series 7, Series 63, Defined Benefit, 401k, Series 6, Retirement Plan..., Retirement, ERISA, Pensions, Mutual Funds, IRAs, Retirement Planning, Investment Advisory, Wealth Management, Relationship Management, Investments, Insurance, Product Development, Customer Retention, Customer Service, Financial Services, Asset Allocation
Education
University of Massachusetts at Lowell 1994 — 1998
BS, Psychology
Chad Gerber Chad Gerber's New England Financial Experience September 2003 - June 2006
Job Client Services and Ancillary Services Manager
Industry Veterinary
Experience
Natick Animal Clinic November 2014 - Present
Natick Animal Clinic June 2006 - Present
New England Financial September 2003 - June 2006
Skills
Athletic Performance, Powerlifting, Competition, Organization, Management, Devotion, Social Media, Customer Service, Leadership, Microsoft Office, Marketing, Sales, Strategic Planning, Team Building, Event Management, Public Speaking, Sales Management
Education
University of Massachusetts Dartmouth 2000 — 2003
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
University of Massachusetts Dartmouth 2000 — 2003
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
Natick Animal Clinic November 2014 - Present
Natick Animal Clinic June 2006 - Present
New England Financial September 2003 - June 2006
Skills
Athletic Performance, Powerlifting, Competition, Organization, Management, Devotion, Social Media, Customer Service, Leadership, Microsoft Office, Marketing, Sales, Strategic Planning, Team Building, Event Management, Public Speaking, Sales Management
Education
University of Massachusetts Dartmouth 2000 — 2003
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
University of Massachusetts Dartmouth 2000 — 2003
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
Jona Siko Jona Siko's New England Financial Experience November 2011 - May 2012
Job Chase Private Client Banker
Industry Banking
Experience
JPMorgan Chase & Co. July 2015 - Present
Chase December 2014 - Present
NYLIFE Securities LLC March 2013 - December 2014
New York Life Insurance Company June 2012 - December 2014
New England Financial November 2011 - May 2012
Skills
Insurance, Finance, Financial Services, Microsoft Excel, Customer Service, Securities, Investments, Retirement Planning, Sales, Microsoft Office, PowerPoint, Public Speaking, Teamwork, 401k Rollovers, Microsoft Word, Small Business, Annuity Sales, Key Person Protection, Legacies, Gifting Strategies, Succession Planning, licensed in Long-Term...
Education
University of Illinois at Chicago 2007 — 2011
BS, Economics
Elmwood Park High School 2003 — 2007
JPMorgan Chase & Co. July 2015 - Present
Chase December 2014 - Present
NYLIFE Securities LLC March 2013 - December 2014
New York Life Insurance Company June 2012 - December 2014
New England Financial November 2011 - May 2012
Skills
Insurance, Finance, Financial Services, Microsoft Excel, Customer Service, Securities, Investments, Retirement Planning, Sales, Microsoft Office, PowerPoint, Public Speaking, Teamwork, 401k Rollovers, Microsoft Word, Small Business, Annuity Sales, Key Person Protection, Legacies, Gifting Strategies, Succession Planning, licensed in Long-Term...
Education
University of Illinois at Chicago 2007 — 2011
BS, Economics
Elmwood Park High School 2003 — 2007
Scott Hefner Scott Hefner's New England Financial Experience 1996 - 1998
Job Vice President at Bukaty Companies
Industry Insurance
Experience
Bukaty Companies 1998 - Present
New England Financial 1996 - 1998
United States Marine Corps 1990 - 1998
Skills
Employee Benefits, Life Insurance, Health Insurance, Insurance, Disability Insurance, Benefits Administration, Health Savings Accounts, Term Life Insurance, Property & Casualty..., Strategy, Customer Service, Sales, Account Management, Claim, Retirement, Managed Care, Long-term Care, Retirement Planning, 401k, Underwriting, Commercial Insurance, Workers Compensation, Employee Relations, Wealth Management, Risk Management, Financial Services, Health Care Reform, Brokers, Business Planning, Fixed Annuities, Accident, COBRA, Investments, Mutual Funds, Customer Retention, Long Term Care Insurance
Education
University of Central Missouri 1992 — 1996
B.S., Public Relations
University of Missouri-Columbia 1991 — 1992
Wentworth Military Academy 1990 — 1991
Park Hill 1988 — 1991
Bukaty Companies 1998 - Present
New England Financial 1996 - 1998
United States Marine Corps 1990 - 1998
Skills
Employee Benefits, Life Insurance, Health Insurance, Insurance, Disability Insurance, Benefits Administration, Health Savings Accounts, Term Life Insurance, Property & Casualty..., Strategy, Customer Service, Sales, Account Management, Claim, Retirement, Managed Care, Long-term Care, Retirement Planning, 401k, Underwriting, Commercial Insurance, Workers Compensation, Employee Relations, Wealth Management, Risk Management, Financial Services, Health Care Reform, Brokers, Business Planning, Fixed Annuities, Accident, COBRA, Investments, Mutual Funds, Customer Retention, Long Term Care Insurance
Education
University of Central Missouri 1992 — 1996
B.S., Public Relations
University of Missouri-Columbia 1991 — 1992
Wentworth Military Academy 1990 — 1991
Park Hill 1988 — 1991
James Hickey James Hickey's New England Financial Experience November 2011 - February 2013
Job Compliance Analyst II, at National Futures Association
Industry Financial Services
Experience
National Futures Association April 2013 - Present
New England Financial November 2011 - February 2013
Kappa Search Inc. (KSI) June 2011 - August 2011
University of Dayton Bookstore May 2009 - May 2011
Skills
Compliance Regulations, Managed Futures, Commodity, Futures, Financial Regulation, Compliance, Disclosure Statements, Commodity Pools, Retirement Strategies, Estate Conservation..., Variable Products, Compilation Of..., Regulatory Compliance, Financial Risk, Commodity Markets, Certified Fraud Examiner, Fraud Detection, Fraud Prevention, certified fraud
Education
University of Dayton School of Business
Bachelor of Science, Business Administration Finance and Economics Major
University of Dayton 2007 — 2011
Bachelor of Business, Finance and Economics
St. Xavier High School Louisville, KY 2003 — 2007
National Futures Association April 2013 - Present
New England Financial November 2011 - February 2013
Kappa Search Inc. (KSI) June 2011 - August 2011
University of Dayton Bookstore May 2009 - May 2011
Skills
Compliance Regulations, Managed Futures, Commodity, Futures, Financial Regulation, Compliance, Disclosure Statements, Commodity Pools, Retirement Strategies, Estate Conservation..., Variable Products, Compilation Of..., Regulatory Compliance, Financial Risk, Commodity Markets, Certified Fraud Examiner, Fraud Detection, Fraud Prevention, certified fraud
Education
University of Dayton School of Business
Bachelor of Science, Business Administration Finance and Economics Major
University of Dayton 2007 — 2011
Bachelor of Business, Finance and Economics
St. Xavier High School Louisville, KY 2003 — 2007
Darin Guthrie Darin Guthrie's New England Financial Experience August 2010 - May 2011
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2011 - Present
New England Financial August 2010 - May 2011
AXA Advisors January 2003 - August 2010
Parsons Corporation January 2000 - January 2003
Santa Barbara Sea Center January 1998 - January 2000
Skills
Investments, Long-term Care, Portfolio Management, Strategic Financial..., Business Development, Wealth Management, Mutual Funds, Leadership, Asset Management, Financial Services, Retirement Planning, Financial Advisory, Retirement, Fixed Annuities, Life Insurance, IRAs, Series 63, Uniform Combined State..., Series 7, Investment Advisory
Education
University of California, Santa Barbara 1995 — 1999
Environmental Studies, Finance
TD Ameritrade August 2011 - Present
New England Financial August 2010 - May 2011
AXA Advisors January 2003 - August 2010
Parsons Corporation January 2000 - January 2003
Santa Barbara Sea Center January 1998 - January 2000
Skills
Investments, Long-term Care, Portfolio Management, Strategic Financial..., Business Development, Wealth Management, Mutual Funds, Leadership, Asset Management, Financial Services, Retirement Planning, Financial Advisory, Retirement, Fixed Annuities, Life Insurance, IRAs, Series 63, Uniform Combined State..., Series 7, Investment Advisory
Education
University of California, Santa Barbara 1995 — 1999
Environmental Studies, Finance
Les Medall Les Medall's New England Financial Experience May 1996 - January 2009
Job President at Medallion Financial Services, Inc.
Industry Financial Services
Experience
Medallion Financial Services, Inc. March 2014 - Present
Medallion Financial Services January 2009 - March 2014
New England Financial May 1996 - January 2009
InSync Productions, Inc June 1991 - August 1995
Medall Productions, Inc January 1974 - August 1991
Remington -Stockwell Adv and PR July 1972 - January 1974
WADD RADIO June 1972 - July 1972
De'Atley Films January 1970 - January 1972
Genesis Films,LTD January 1968 - August 1970
Skills
Strategic Planning, Customer Service, Sales, Sales Management, Financial Analysis, Financial Services, Radio and TV Production, Creative Writing
Education
UCLA 1964 — 1966
Bachelor of Arts (BA), Business Administration and Management, General
UC Berkeley 1960 — 1962
UCLA, Business Administration and Management, General
Medallion Financial Services, Inc. March 2014 - Present
Medallion Financial Services January 2009 - March 2014
New England Financial May 1996 - January 2009
InSync Productions, Inc June 1991 - August 1995
Medall Productions, Inc January 1974 - August 1991
Remington -Stockwell Adv and PR July 1972 - January 1974
WADD RADIO June 1972 - July 1972
De'Atley Films January 1970 - January 1972
Genesis Films,LTD January 1968 - August 1970
Skills
Strategic Planning, Customer Service, Sales, Sales Management, Financial Analysis, Financial Services, Radio and TV Production, Creative Writing
Education
UCLA 1964 — 1966
Bachelor of Arts (BA), Business Administration and Management, General
UC Berkeley 1960 — 1962
UCLA, Business Administration and Management, General
Melinda (Cousin) Gee's New England Financial Experience January 2010 - March 2013
Job Strategist | Field Marketing | Business Development | MetLife Premier Client Group
Industry Financial Services
Experience
MetLife June 2015 - Present
MetLife March 2013 - June 2015
New England Financial January 2010 - March 2013
Ameriprise Financial Services, Inc. January 2008 - March 2009
Ameriprise Financial Services, Inc. May 2006 - January 2008
American Express November 2003 - May 2006
Skills
Finance, Leadership, Life Insurance, Marketing, Retirement Planning, Management, Retirement, Securities, Fixed Annuities, Sales, Investments, Series 63, Series 7, Wealth Management, Insurance, Public Speaking, Financial Services, Financial Advisory, Long-term Care, Strategic Planning, Strategic Financial..., Disability Insurance, Mutual Funds, IRAs, Project Management, 401k, Estate Planning, Business Development, Market Planning, Asset Allocation
Education
University of Louisiana at Lafayette 1992 — 1997
Bachelor of Science, Biology, Chemistry
MetLife June 2015 - Present
MetLife March 2013 - June 2015
New England Financial January 2010 - March 2013
Ameriprise Financial Services, Inc. January 2008 - March 2009
Ameriprise Financial Services, Inc. May 2006 - January 2008
American Express November 2003 - May 2006
Skills
Finance, Leadership, Life Insurance, Marketing, Retirement Planning, Management, Retirement, Securities, Fixed Annuities, Sales, Investments, Series 63, Series 7, Wealth Management, Insurance, Public Speaking, Financial Services, Financial Advisory, Long-term Care, Strategic Planning, Strategic Financial..., Disability Insurance, Mutual Funds, IRAs, Project Management, 401k, Estate Planning, Business Development, Market Planning, Asset Allocation
Education
University of Louisiana at Lafayette 1992 — 1997
Bachelor of Science, Biology, Chemistry
Steven T. Summa, CFP® Steven T. Summa, CFP®'s New England Financial Experience January 2009 - October 2013
Job Financial Planner and Registered Representative at Cambridge Investment Research Inc
Industry Financial Services
Experience
Cambridge Investment Research October 2013 - Present
New England Financial January 2009 - October 2013
A.G. Edwards & Sons, Inc. October 2003 - January 2009
New England Financial June 1999 - October 2003
Aetna Financial Services May 1998 - June 1999
HRP Associates, Inc. 1991 - 1997
US Army 1987 - 1991
Skills
Retirement, Education Funding, Investments, Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Variable Annuities, Stocks, Estate Planning, Personal Financial..., Financial Services, Mutual Funds, Strategic Financial..., Retirement Planning, IRAs, FINRA, 401k, Series 7, Financial Advisory, Series 63, Securities, Wealth Management
Education
University of Connecticut 1982 — 1986
B.S., Geology & Geophysics
Newington High School 1978 — 1982
Diploma, General Studies
Cambridge Investment Research October 2013 - Present
New England Financial January 2009 - October 2013
A.G. Edwards & Sons, Inc. October 2003 - January 2009
New England Financial June 1999 - October 2003
Aetna Financial Services May 1998 - June 1999
HRP Associates, Inc. 1991 - 1997
US Army 1987 - 1991
Skills
Retirement, Education Funding, Investments, Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Variable Annuities, Stocks, Estate Planning, Personal Financial..., Financial Services, Mutual Funds, Strategic Financial..., Retirement Planning, IRAs, FINRA, 401k, Series 7, Financial Advisory, Series 63, Securities, Wealth Management
Education
University of Connecticut 1982 — 1986
B.S., Geology & Geophysics
Newington High School 1978 — 1982
Diploma, General Studies
Jodie Wilson Jodie Wilson's New England Financial Experience May 2011 - August 2011
Job President at Value Village Shop
Industry Retail
Experience
Value Village Shop September 2011 - Present
New England Financial May 2011 - August 2011
Charter One Bank September 2009 - April 2011
National City Bank June 2008 - July 2009
Merrill Lynch 2004 - 2006
Skills
Series 7, Investments, Mutual Funds, Recruiting, Life Insurance
Education
University of Michigan-Dearborn
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Value Village Shop September 2011 - Present
New England Financial May 2011 - August 2011
Charter One Bank September 2009 - April 2011
National City Bank June 2008 - July 2009
Merrill Lynch 2004 - 2006
Skills
Series 7, Investments, Mutual Funds, Recruiting, Life Insurance
Education
University of Michigan-Dearborn
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Wendy Delfino Wendy Delfino's New England Financial Experience 1994 - 2002
Job Senior Consultant at Hays Companies
Industry Insurance
Experience
Hays Companies May 2008 - Present
Meritain Health 2002 - 2006
New England Financial 1994 - 2002
Skills
Health Insurance, Employee Benefits, Insurance, Disability Insurance, Brokers, Life Insurance, Benefits Administration, Claim, Commercial Insurance, General Insurance, Claims Management, Managed Care
Education
University of Central Florida 1987 — 1991
Business
Hays Companies May 2008 - Present
Meritain Health 2002 - 2006
New England Financial 1994 - 2002
Skills
Health Insurance, Employee Benefits, Insurance, Disability Insurance, Brokers, Life Insurance, Benefits Administration, Claim, Commercial Insurance, General Insurance, Claims Management, Managed Care
Education
University of Central Florida 1987 — 1991
Business
Melissa Oliva's New England Financial Experience May 2002 - May 2004
Job Employee Benefits Consultant at Power Group Companies
Industry Insurance
Experience
Power Group Companies August 2010 - Present
The Hartford April 2010 - August 2010
The Hartford Life March 2007 - April 2010
Power Group Companies October 2004 - February 2007
New England Financial May 2002 - May 2004
Skills
Employee Benefits, Life Insurance, Sales, Coaching, Leadership, Management, Health Insurance, Insurance, Risk Management, Term Life Insurance, Workers Compensation, Account Management, Healthcare, New Business Development, Commercial Insurance, Disability Insurance, Health Savings Accounts, Customer Service, Marketing, Sales Management, Team Building
Education
University of Central Missouri 1998 — 2002
Bachelor Degree, Business Management
Power Group Companies August 2010 - Present
The Hartford April 2010 - August 2010
The Hartford Life March 2007 - April 2010
Power Group Companies October 2004 - February 2007
New England Financial May 2002 - May 2004
Skills
Employee Benefits, Life Insurance, Sales, Coaching, Leadership, Management, Health Insurance, Insurance, Risk Management, Term Life Insurance, Workers Compensation, Account Management, Healthcare, New Business Development, Commercial Insurance, Disability Insurance, Health Savings Accounts, Customer Service, Marketing, Sales Management, Team Building
Education
University of Central Missouri 1998 — 2002
Bachelor Degree, Business Management
Peter Steger CLU, ChFC, REBC's New England Financial Experience April 1983 - June 2006
Job Financial Startegist For Business Owners and Individuals
Industry Financial Services
Experience
Steger Financial Group / The Efficient Edge July 2007 - Present
Clark Benson July 2006 - July 2007
New England Financial April 1983 - June 2006
Ryan Insurance July 1981 - April 1983
Skills
Wealth Management, Investments, Life Insurance, Risk Management, Estate Planning, Financial Advisory, Financial Planners, Fixed Annuities, Insurance, Business Planning, Retirement Planning, Financial Services, Asset Allocation, Strategic Financial..., Asset Managment, Small Business, Investment Advisory, Disability Insurance, Asset Management, Securities, Portfolio Management, Alternative Investments, Retirement, Long-term Care, Personal Finance, High Net Worth..., Equities, Investment Strategies, Series 63, Term Life Insurance, Series 7, Mutual Funds, Due Diligence, Investment Management, IRAs, Private Equity, Financial Planning, Life Insurance..., Life Insurance..., Finance
Education
University of Illinois at Urbana-Champaign - College of Business 1975 — 1981
MS Finance and BS Finance
Loyola Academy Jesuit High School 1971 — 1975
Steger Financial Group / The Efficient Edge July 2007 - Present
Clark Benson July 2006 - July 2007
New England Financial April 1983 - June 2006
Ryan Insurance July 1981 - April 1983
Skills
Wealth Management, Investments, Life Insurance, Risk Management, Estate Planning, Financial Advisory, Financial Planners, Fixed Annuities, Insurance, Business Planning, Retirement Planning, Financial Services, Asset Allocation, Strategic Financial..., Asset Managment, Small Business, Investment Advisory, Disability Insurance, Asset Management, Securities, Portfolio Management, Alternative Investments, Retirement, Long-term Care, Personal Finance, High Net Worth..., Equities, Investment Strategies, Series 63, Term Life Insurance, Series 7, Mutual Funds, Due Diligence, Investment Management, IRAs, Private Equity, Financial Planning, Life Insurance..., Life Insurance..., Finance
Education
University of Illinois at Urbana-Champaign - College of Business 1975 — 1981
MS Finance and BS Finance
Loyola Academy Jesuit High School 1971 — 1975
Marc Rocillo Marc Rocillo's New England Financial Experience June 2006 - December 2010
Job CHSP Safety Supervisor at UPS
Industry Transportation/Trucking/Railroad
Experience
UPS February 2014 - Present
UPS November 2012 - February 2014
New England Financial June 2006 - December 2010
Archbishop Riordan High School January 2004 - June 2010
Foresters January 2004 - July 2006
Morgan Stanley Private Wealth Management March 2002 - December 2003
Sun Country Airlines June 1999 - September 2001
Golden Nursery February 1997 - August 1999
Skills
Microsoft Excel, Microsoft Office, Mutual Funds, Public Speaking, Retirement Planning, Training
Education
UC Riverside 1999 — 2002
B.S., Business Management and Finance
Archbishop Riordan High School 1992 — 1996
UPS February 2014 - Present
UPS November 2012 - February 2014
New England Financial June 2006 - December 2010
Archbishop Riordan High School January 2004 - June 2010
Foresters January 2004 - July 2006
Morgan Stanley Private Wealth Management March 2002 - December 2003
Sun Country Airlines June 1999 - September 2001
Golden Nursery February 1997 - August 1999
Skills
Microsoft Excel, Microsoft Office, Mutual Funds, Public Speaking, Retirement Planning, Training
Education
UC Riverside 1999 — 2002
B.S., Business Management and Finance
Archbishop Riordan High School 1992 — 1996
Terrance McMahon Terrance McMahon's New England Financial Experience 1999 - 2008
Job President and CEO at Massachusetts MutualNorthern New England
Industry Financial Services
Experience
Massachusetts Mutual Life Insurance Company (MassMutual) May 2006 - Present
MassMutual Financial Group 2006 - Present
New England Financial 1999 - 2008
Education
University of Alabama 2011 — 2013
Leadership Studies, LA
University of Massachusetts Lowell 1986 — 1990
Massachusetts Mutual Life Insurance Company (MassMutual) May 2006 - Present
MassMutual Financial Group 2006 - Present
New England Financial 1999 - 2008
Education
University of Alabama 2011 — 2013
Leadership Studies, LA
University of Massachusetts Lowell 1986 — 1990
Sara Worley Sara Worley's New England Financial Experience January 2009 - January 2011
Job Personal Banker at Associated Bank
Industry Banking
Experience
Associated Bank March 2011 - Present
New England Financial January 2009 - January 2011
Skills
Loans, Customer Service, Banking
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor's of Science, Human Development and Family Studies
Associated Bank March 2011 - Present
New England Financial January 2009 - January 2011
Skills
Loans, Customer Service, Banking
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor's of Science, Human Development and Family Studies
Joseph Regenstein IV, CFP®'s New England Financial Experience March 2006 - February 2008
Job Sr. Analyst for Wireless Commissions at Verizon
Industry Telecommunications
Experience
Verizon May 2014 - Present
Rainstone Financial March 2008 - May 2014
New England Financial March 2006 - February 2008
Waddell & Reed October 2003 - February 2006
Skills
Finance, Strategic Financial..., Certified Financial..., Corporate Finance, Cognos, Microsoft Excel
Education
University of Central Florida 2000 — 2003
Bachelor of Science (BS) in Business Administration, Finance
Coral Springs HS
High School
Verizon May 2014 - Present
Rainstone Financial March 2008 - May 2014
New England Financial March 2006 - February 2008
Waddell & Reed October 2003 - February 2006
Skills
Finance, Strategic Financial..., Certified Financial..., Corporate Finance, Cognos, Microsoft Excel
Education
University of Central Florida 2000 — 2003
Bachelor of Science (BS) in Business Administration, Finance
Coral Springs HS
High School
Christopher Heckadon, CLU Christopher Heckadon, CLU's New England Financial Experience 1997 - 2008
Job President of Summit Pointe Financial Group, LLC
Industry Financial Services
Experience
Summit Pointe Financial Group, LLC October 1997 - Present
New England Financial 1997 - 2008
Education
University of Central Missouri 1993 — 1997
BS, Marketing
University of Missouri-Columbia 1993 — 1997
Winnetonka High School 1989 — 1993
Summit Pointe Financial Group, LLC October 1997 - Present
New England Financial 1997 - 2008
Education
University of Central Missouri 1993 — 1997
BS, Marketing
University of Missouri-Columbia 1993 — 1997
Winnetonka High School 1989 — 1993
Derek Bodart, MBA Derek Bodart, MBA's New England Financial Experience January 2003 - December 2006
Job VP of Operations at Westminster Pharmaceuticals LLC
Industry Banking
Experience
Westminster Pharmaceuticals LLC April 2015 - Present
Clearwater Marine Aquarium August 2014 - Present
Carrollwood Area Business Association July 2014 - April 2015
SunTrust Bank December 2012 - April 2015
Wells Fargo Bank/Wachovia Bank January 2007 - December 2012
New England Financial January 2003 - December 2006
US Navy May 1990 - November 1997
Skills
Series 7, Series 63, Variable Life, Variable Annuities, Life & Health Insurance..., Commercial Lending, Commercial Banking, Treasury Management, Management, Financial Services, Finance, Banking, Credit, ETFs, Wealth Management, Customer Service, Social Networking, Uniform Combined State..., Business Networking, Accounting, Strategic Financial..., Retirement Planning, Small Business Lending, Credit Analysis, Lines Of Credit, Consumer Lending, Loan Origination, Loans, Mortgage Lending, Leadership, Financial Advisory, Mutual Funds, Estate Planning, Portfolio Management, Relationship Management, Securities, Investment Advisory, Investments, Mortgage Banking, Private Banking, Financial Planning
Education
University of South Florida 2008 — 2010
MBA
University of Illinois at Urbana-Champaign 2000 — 2002
BS, Finance
Danville Area Community College 1998 — 2000
Associate degree, Business
Westville High
Westminster Pharmaceuticals LLC April 2015 - Present
Clearwater Marine Aquarium August 2014 - Present
Carrollwood Area Business Association July 2014 - April 2015
SunTrust Bank December 2012 - April 2015
Wells Fargo Bank/Wachovia Bank January 2007 - December 2012
New England Financial January 2003 - December 2006
US Navy May 1990 - November 1997
Skills
Series 7, Series 63, Variable Life, Variable Annuities, Life & Health Insurance..., Commercial Lending, Commercial Banking, Treasury Management, Management, Financial Services, Finance, Banking, Credit, ETFs, Wealth Management, Customer Service, Social Networking, Uniform Combined State..., Business Networking, Accounting, Strategic Financial..., Retirement Planning, Small Business Lending, Credit Analysis, Lines Of Credit, Consumer Lending, Loan Origination, Loans, Mortgage Lending, Leadership, Financial Advisory, Mutual Funds, Estate Planning, Portfolio Management, Relationship Management, Securities, Investment Advisory, Investments, Mortgage Banking, Private Banking, Financial Planning
Education
University of South Florida 2008 — 2010
MBA
University of Illinois at Urbana-Champaign 2000 — 2002
BS, Finance
Danville Area Community College 1998 — 2000
Associate degree, Business
Westville High
Joseph Seaton, CRC® Joseph Seaton, CRC®'s New England Financial Experience November 1999 - November 2001
Job Regional Vice President HF Group Solutions
Industry Financial Services
Experience
HF Group Solutions March 2014 - Present
Aptus Marketing Group December 2013 - Present
Protective Life August 2010 - October 2013
Aptus Marketing June 2009 - August 2010
Mass Mutual November 2007 - May 2009
Jackson National Life August 2004 - November 2007
Denver CO November 2001 - August 2004
New England Financial November 1999 - November 2001
Skills
Insurance, Estate Planning, Asset Management, Sales, Investment Strategies, Customer Service, Business Planning, Sales Force Development, Strategic Financial..., Customer Relations, Funding, Market Planning, Asset Managment, Variable Annuities, Sales&Marketing, Territory Mgmt, Small Business..., Sales Presentations, Social Sciences, Social Psychology, Technology, Territory Account..., Client Rapport, Fixed Annuities, Indexed Annuities, Life Insurance, Life & Health Insurance..., Series 63, Series 6, Retirement, Retirement Planning
Education
University of Arizona 1988 — 1994
Bachelor of Science, Science
HF Group Solutions March 2014 - Present
Aptus Marketing Group December 2013 - Present
Protective Life August 2010 - October 2013
Aptus Marketing June 2009 - August 2010
Mass Mutual November 2007 - May 2009
Jackson National Life August 2004 - November 2007
Denver CO November 2001 - August 2004
New England Financial November 1999 - November 2001
Skills
Insurance, Estate Planning, Asset Management, Sales, Investment Strategies, Customer Service, Business Planning, Sales Force Development, Strategic Financial..., Customer Relations, Funding, Market Planning, Asset Managment, Variable Annuities, Sales&Marketing, Territory Mgmt, Small Business..., Sales Presentations, Social Sciences, Social Psychology, Technology, Territory Account..., Client Rapport, Fixed Annuities, Indexed Annuities, Life Insurance, Life & Health Insurance..., Series 63, Series 6, Retirement, Retirement Planning
Education
University of Arizona 1988 — 1994
Bachelor of Science, Science
Jerome Seigfreid Jerome Seigfreid's New England Financial Experience December 2006 - December 2009
Job at
Industry Financial Services
Experience
Combined Insurance United States September 2015 - Present
Sterling Life Insurance Co September 2014 - Present
JWS Financial Solutions December 2006 - Present
CD Strong Construction 2011 - 2013
New England Financial December 2006 - December 2009
Edward Jones December 2002 - November 2006
QHR June 2000 - 2002
QHR August 1992 - April 2000
Community Hospital Lakeview September 1990 - August 1992
Seigfreid Marketing and Management January 1985 - August 1992
Skills
Fixed Annuities, Retirement, Disability Insurance, Insurance, Securities, 401k Rollovers, 529 Plans, Strategic Planning, IRAs, Roth IRA, Retirement Planning, Customer Service, Mergers, Saving for Education, Long-term Care, Coaching, Medicare, Strategic Financial..., Leadership, Mergers & Acquisitions, Financial Planning, Team Building, Process Improvement, Management, Healthcare Consulting, Healthcare, Strategy, Budgets, Healthcare Management, Sales, Employee Benefits, Physicians, Healthcare Information..., HIPAA, Finance, Managed Care, Hospitals, Business Planning, Health Insurance
Education
University of Missouri-Columbia 1983 — 1993
MHA, Health/Health Care Administration/Management
University of Missouri-Columbia 1972 — 1975
BS, Hotel, Motel, and Restaurant Management
Combined Insurance United States September 2015 - Present
Sterling Life Insurance Co September 2014 - Present
JWS Financial Solutions December 2006 - Present
CD Strong Construction 2011 - 2013
New England Financial December 2006 - December 2009
Edward Jones December 2002 - November 2006
QHR June 2000 - 2002
QHR August 1992 - April 2000
Community Hospital Lakeview September 1990 - August 1992
Seigfreid Marketing and Management January 1985 - August 1992
Skills
Fixed Annuities, Retirement, Disability Insurance, Insurance, Securities, 401k Rollovers, 529 Plans, Strategic Planning, IRAs, Roth IRA, Retirement Planning, Customer Service, Mergers, Saving for Education, Long-term Care, Coaching, Medicare, Strategic Financial..., Leadership, Mergers & Acquisitions, Financial Planning, Team Building, Process Improvement, Management, Healthcare Consulting, Healthcare, Strategy, Budgets, Healthcare Management, Sales, Employee Benefits, Physicians, Healthcare Information..., HIPAA, Finance, Managed Care, Hospitals, Business Planning, Health Insurance
Education
University of Missouri-Columbia 1983 — 1993
MHA, Health/Health Care Administration/Management
University of Missouri-Columbia 1972 — 1975
BS, Hotel, Motel, and Restaurant Management
Asal Nassir's New England Financial Experience April 2007 - May 2008
Job Deputy Program Manager at Veracity Forecasting and Analysis
Industry Defense & Space
Experience
Veracity Forecasting and Analysis April 2015 - Present
Booz Allen Hamilton November 2013 - April 2015
Language Intelligence January 2004 - June 2013
University at Buffalo, Department of Geography September 2011 - May 2013
Securities America, Inc. Member FINRA/SIPC January 2011 - May 2012
New York Life Insurance Company May 2008 - January 2011
New England Financial April 2007 - May 2008
Skills
Strategic Planning, Research, Team Leadership, Quantitative Research, GIS, Strategic Financial..., Process Improvement, Strategy, Project Planning, Project Management, Public Speaking, Analysis, Access, Data Analysis, Leadership, Market Research, Training, Budgets, Requirements Analysis, Financial Analysis, Risk Management, Finance, Microsoft Excel, Management, Microsoft Office, Sales, Teamwork, Time Management, Economics, Spanish, PowerPoint, Teaching, Nonprofits, International Relations, Policy, Statistics, Program Management, SPSS, Networking, Proposal Writing, Insurance, Recruiting, English, Marketing, Employee Benefits, Social Networking, Outlook, Microsoft Word, Human Resources, Talent Management
Education
State University of New York at Buffalo 2011 — 2013
M.A, Geography, Economic & Population, 3.6
Universidad de Salamanca 2011 — 2011
Spanish, Geography, 3.8
State University of New York at Buffalo 2010 — 2011
B.A Social and Behavioral Science, Population and Economic Analysis, 3.6
Erie Community College 2005 — 2007
AAS, Criminal Justice and Law Enforcement Ethics
Veracity Forecasting and Analysis April 2015 - Present
Booz Allen Hamilton November 2013 - April 2015
Language Intelligence January 2004 - June 2013
University at Buffalo, Department of Geography September 2011 - May 2013
Securities America, Inc. Member FINRA/SIPC January 2011 - May 2012
New York Life Insurance Company May 2008 - January 2011
New England Financial April 2007 - May 2008
Skills
Strategic Planning, Research, Team Leadership, Quantitative Research, GIS, Strategic Financial..., Process Improvement, Strategy, Project Planning, Project Management, Public Speaking, Analysis, Access, Data Analysis, Leadership, Market Research, Training, Budgets, Requirements Analysis, Financial Analysis, Risk Management, Finance, Microsoft Excel, Management, Microsoft Office, Sales, Teamwork, Time Management, Economics, Spanish, PowerPoint, Teaching, Nonprofits, International Relations, Policy, Statistics, Program Management, SPSS, Networking, Proposal Writing, Insurance, Recruiting, English, Marketing, Employee Benefits, Social Networking, Outlook, Microsoft Word, Human Resources, Talent Management
Education
State University of New York at Buffalo 2011 — 2013
M.A, Geography, Economic & Population, 3.6
Universidad de Salamanca 2011 — 2011
Spanish, Geography, 3.8
State University of New York at Buffalo 2010 — 2011
B.A Social and Behavioral Science, Population and Economic Analysis, 3.6
Erie Community College 2005 — 2007
AAS, Criminal Justice and Law Enforcement Ethics
Melanie Steele's New England Financial Experience November 2007 - December 2009
Job VP of Operations at WalkerMiller Energy Services LLC
Industry Real Estate
Experience
Walker-Miller Energy Services, LLC May 2008 - Present
New England Financial November 2007 - December 2009
Blue Lapis Funding June 2008 - June 2009
JOINT VENTURES INC February 2005 - April 2009
Loan Modification 2008 - 2009
Skills
Strategic Planning, Organizational..., Change Management, Leadership Development, Business Planning, Relationship Management, Managerial Finance, Business, Asset, Team Building, Start-ups, Contract Negotiation, Due Diligence, Project Management, Finance, Budgets, Energy Efficiency, Leadership, Management, Program Management, Proposal Writing, Sales, Training
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2014
Positive Leadership
University of Michigan - Stephen M. Ross School of Business 2013 — 2013
Leading High Performing Teams
Walsh College of Accountancy and Business Administration
Project Management
Clean Edison
University of Detroit Mercy
Walker-Miller Energy Services, LLC May 2008 - Present
New England Financial November 2007 - December 2009
Blue Lapis Funding June 2008 - June 2009
JOINT VENTURES INC February 2005 - April 2009
Loan Modification 2008 - 2009
Skills
Strategic Planning, Organizational..., Change Management, Leadership Development, Business Planning, Relationship Management, Managerial Finance, Business, Asset, Team Building, Start-ups, Contract Negotiation, Due Diligence, Project Management, Finance, Budgets, Energy Efficiency, Leadership, Management, Program Management, Proposal Writing, Sales, Training
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2014
Positive Leadership
University of Michigan - Stephen M. Ross School of Business 2013 — 2013
Leading High Performing Teams
Walsh College of Accountancy and Business Administration
Project Management
Clean Edison
University of Detroit Mercy
Benjamin Hathaway's New England Financial Experience May 2009 - September 2009
Job Studying Accounting and Finance at University of Massachusetts at Lowell
Industry Accounting
Experience
Kelmar Associates May 2014 - August 2014
NUA Advisors August 2013 - January 2014
New England Financial May 2009 - September 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Investments, Financial Reporting
Education
University of Massachusetts Lowell 2012 — 2014
Kelmar Associates May 2014 - August 2014
NUA Advisors August 2013 - January 2014
New England Financial May 2009 - September 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Investments, Financial Reporting
Education
University of Massachusetts Lowell 2012 — 2014
Ryan A. Stein Ryan A. Stein's New England Financial Experience November 2006 - April 2007
Job Service Manager at Firestone
Industry Automotive
Experience
Firestone July 2015 - Present
Firestone October 2014 - June 2015
Firestone July 2013 - October 2014
Firestone April 2013 - June 2013
Verizon Wireless Premium Retailer October 2011 - March 2013
Bob's Dodge August 2007 - August 2009
New England Financial November 2006 - April 2007
Skills
Inside Sales, Direct Sales, Negotiation, Closing Deals, Retail, Customer Service, Credit Analysis, Insurance, Investments, Financial Planning, New Business Development, Cold Calling, Database Management, Visual Basic, Access, Excel, PowerPoint, Troubleshooting Hardware, Staff Training, Teamwork, Inventory Management, Time Management, Microsoft Excel, Sales Management
Education
The University of Connecticut
Bachelor of Science (B.S.), Business and Technology, Focus in Marketing and Finance, Major GPA: 4.0
Fairfield High School
Firestone July 2015 - Present
Firestone October 2014 - June 2015
Firestone July 2013 - October 2014
Firestone April 2013 - June 2013
Verizon Wireless Premium Retailer October 2011 - March 2013
Bob's Dodge August 2007 - August 2009
New England Financial November 2006 - April 2007
Skills
Inside Sales, Direct Sales, Negotiation, Closing Deals, Retail, Customer Service, Credit Analysis, Insurance, Investments, Financial Planning, New Business Development, Cold Calling, Database Management, Visual Basic, Access, Excel, PowerPoint, Troubleshooting Hardware, Staff Training, Teamwork, Inventory Management, Time Management, Microsoft Excel, Sales Management
Education
The University of Connecticut
Bachelor of Science (B.S.), Business and Technology, Focus in Marketing and Finance, Major GPA: 4.0
Fairfield High School
Ketan Deorukhakar Ketan Deorukhakar's New England Financial Experience 2010 - 2010
Job Business Analyst at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard Enterprise Services January 2014 - Present
Smart Solutions, Inc. October 2010 - December 2013
Wisconsin Department of Health Services October 2010 - June 2013
Mastek Ltd December 2007 - May 2010
New England Financial 2010 - 2010
Mastek Ltd January 2006 - November 2007
Tieto Financial Solutions, UK (earlier Lynx Financial Systems) January 2001 - September 2005
Mastek Ltd December 1996 - December 2000
Skills
Business Analysis, SharePoint, Oracle SQL, Project Management, Management, Analysis, Leadership, Testing, Risk Management, Project Planning, Quality Assurance, Business Requirements, Product Development, Requirements Analysis, SDLC, Budgets, Business Objects, Data Warehousing, XML, Prototype, Use Case Analysis, User Acceptance Testing, Requirements Gathering, Program Management, Integration, Automated Software..., PHP, MySQL, Software Project..., Agile Methodologies, Business Intelligence
Education
University of Mumbai 1991 — 1994
BE, Electronics
Hewlett-Packard Enterprise Services January 2014 - Present
Smart Solutions, Inc. October 2010 - December 2013
Wisconsin Department of Health Services October 2010 - June 2013
Mastek Ltd December 2007 - May 2010
New England Financial 2010 - 2010
Mastek Ltd January 2006 - November 2007
Tieto Financial Solutions, UK (earlier Lynx Financial Systems) January 2001 - September 2005
Mastek Ltd December 1996 - December 2000
Skills
Business Analysis, SharePoint, Oracle SQL, Project Management, Management, Analysis, Leadership, Testing, Risk Management, Project Planning, Quality Assurance, Business Requirements, Product Development, Requirements Analysis, SDLC, Budgets, Business Objects, Data Warehousing, XML, Prototype, Use Case Analysis, User Acceptance Testing, Requirements Gathering, Program Management, Integration, Automated Software..., PHP, MySQL, Software Project..., Agile Methodologies, Business Intelligence
Education
University of Mumbai 1991 — 1994
BE, Electronics
William Frith William Frith's New England Financial Experience May 2009 - March 2015
Job Vice President Agency Sales / Recruiting Director at Securian Financial Group
Industry Financial Services
Experience
Securian Financial Group - Capital Financial Strategies April 2015 - Present
New England Financial May 2009 - March 2015
AIG SunAmerica January 2008 - May 2009
Merrill Lynch 2004 - 2007
Morgan Stanley Dean Witter 2001 - 2004
Skills
Financial Advisory, Investment Advisory, Annuity Specialist, Life Insurance, Mutual Funds, 401k, Asset Allocation, Series 24, Series 7, Series 63, Series 65
Education
University of North Florida - College of Business Administration 1994 — 1996
MBA
University of Florida 1988 — 1992
BA, Business
Securian Financial Group - Capital Financial Strategies April 2015 - Present
New England Financial May 2009 - March 2015
AIG SunAmerica January 2008 - May 2009
Merrill Lynch 2004 - 2007
Morgan Stanley Dean Witter 2001 - 2004
Skills
Financial Advisory, Investment Advisory, Annuity Specialist, Life Insurance, Mutual Funds, 401k, Asset Allocation, Series 24, Series 7, Series 63, Series 65
Education
University of North Florida - College of Business Administration 1994 — 1996
MBA
University of Florida 1988 — 1992
BA, Business
Donald Lester, CFS Donald Lester, CFS's New England Financial Experience May 1999 - January 2002
Job Business Consultant
Industry Insurance
Experience
Wealthwise, LLC July 2012 - Present
Renewable Power Holdings Incorporated December 2010 - Present
Rubicon Alliance LLC November 2002 - Present
Colorado Resident Producer July 1998 - Present
CityWalk Downtown Lofts HOA January 2005 - December 2007
New England Financial May 1999 - January 2002
East / West Coast Hockey League May 1994 - April 1999
Skills
Risk Management, Management, Entrepreneur, Disability Insurance, Estate Planning, Strategic Financial..., Retirement Planning, Leadership, Entrepreneurship, Finance, Investments, Small Business, Fixed Annuities, Retirement, Insurance, Training, Employee Benefits, Financial Advisory, Analysis, Investment Strategies, Financial Planners, Tax, Wealth Management, Financial Planning
Education
University of Alaska Fairbanks 1990 — 1994
Business Administration - Marketing
NLSS 1984 — 1988
Wealthwise, LLC July 2012 - Present
Renewable Power Holdings Incorporated December 2010 - Present
Rubicon Alliance LLC November 2002 - Present
Colorado Resident Producer July 1998 - Present
CityWalk Downtown Lofts HOA January 2005 - December 2007
New England Financial May 1999 - January 2002
East / West Coast Hockey League May 1994 - April 1999
Skills
Risk Management, Management, Entrepreneur, Disability Insurance, Estate Planning, Strategic Financial..., Retirement Planning, Leadership, Entrepreneurship, Finance, Investments, Small Business, Fixed Annuities, Retirement, Insurance, Training, Employee Benefits, Financial Advisory, Analysis, Investment Strategies, Financial Planners, Tax, Wealth Management, Financial Planning
Education
University of Alaska Fairbanks 1990 — 1994
Business Administration - Marketing
NLSS 1984 — 1988
J.W. Hyndman IV's New England Financial Experience 2010 - December 2011
Job Financial Advisor Integrated Wealth Management/ Integrated College Planning
Industry Financial Services
Experience
The Emperor Real Estate LLC January 2013 - Present
Integrated Wealth Management January 2012 - Present
Integrated College Planning January 2012 - Present
New England Financial 2010 - December 2011
New England Financial/ Wisconsin Group October 2008 - December 2011
Ameriprise Financial 2000 - 2006
Education
University of Kentucky 1997 — 2000
Economics
The Emperor Real Estate LLC January 2013 - Present
Integrated Wealth Management January 2012 - Present
Integrated College Planning January 2012 - Present
New England Financial 2010 - December 2011
New England Financial/ Wisconsin Group October 2008 - December 2011
Ameriprise Financial 2000 - 2006
Education
University of Kentucky 1997 — 2000
Economics
Ferencz Horvath, CFP® Ferencz Horvath, CFP®'s New England Financial Experience 2000 - 2007
Job Financial Advisor, Managing Director at Horvath Wealth Management, An Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
Horvath Wealth Management, A Private Wealth Advisory Practice of Ameriprise Financial April 2007 - Present
New England Financial 2000 - 2007
Education
University of Miami 2004 — 2006
Personal Financial Planner Program
Horvath Wealth Management, A Private Wealth Advisory Practice of Ameriprise Financial April 2007 - Present
New England Financial 2000 - 2007
Education
University of Miami 2004 — 2006
Personal Financial Planner Program
Bonnie Knibloe Bonnie Knibloe's New England Financial Experience September 2005 - June 2009
Job Controls Analyst at MetLife
Industry Financial Services
Experience
MetLife January 2011 - Present
Northwestern Mutual September 2009 - May 2010
New England Financial September 2005 - June 2009
Self Employed Health Insurance Broker May 2005 - September 2007
Waddell & Reed May 1998 - May 2005
The National Underwriter Comnpany October 1996 - May 1998
Skills
Investments, Marketing, Recruiting, Training, Leadership, Marketing Strategy, Business Strategy, Customer Service, Sales Management, Strategic Financial..., Management, Fixed Annuities, Insurance, Securities, Budgets, Sales
Education
University of Cincinnati
MetLife January 2011 - Present
Northwestern Mutual September 2009 - May 2010
New England Financial September 2005 - June 2009
Self Employed Health Insurance Broker May 2005 - September 2007
Waddell & Reed May 1998 - May 2005
The National Underwriter Comnpany October 1996 - May 1998
Skills
Investments, Marketing, Recruiting, Training, Leadership, Marketing Strategy, Business Strategy, Customer Service, Sales Management, Strategic Financial..., Management, Fixed Annuities, Insurance, Securities, Budgets, Sales
Education
University of Cincinnati
James Claiborne CFS,ChFC's New England Financial Experience January 1996 - July 2005
Job Founder, Financial Partners Group
Industry Financial Services
Experience
Financial Partners Group April 2010 - Present
New England Financial January 1996 - July 2005
Guardian Financial January 1990 - January 1996
Skills
Money Management, Strategic Financial..., 401k, Executive Pay, Wealth Management, Retirement Planning, Life Insurance, Financial Planners, Long-term Care, Retirement, Wealth, Fixed Annuities, Business Planning, IRAs, 401k Rollovers, Finance, Financial Planning, Management
Education
University of Central Missouri 1986 — 1990
Bachelor's degree, Finance, General
Financial Partners Group April 2010 - Present
New England Financial January 1996 - July 2005
Guardian Financial January 1990 - January 1996
Skills
Money Management, Strategic Financial..., 401k, Executive Pay, Wealth Management, Retirement Planning, Life Insurance, Financial Planners, Long-term Care, Retirement, Wealth, Fixed Annuities, Business Planning, IRAs, 401k Rollovers, Finance, Financial Planning, Management
Education
University of Central Missouri 1986 — 1990
Bachelor's degree, Finance, General
Pamela Hoopes Pamela Hoopes's New England Financial Experience August 2009 - May 2011
Job Client Service Administrator Stock Plan Services At Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
Buckeye Valley Pizza Hut July 2011 - September 2015
New England Financial August 2009 - May 2011
Context Financial April 2009 - August 2009
Mass Mutual Financial Services November 2007 - April 2009
Skills
Finance, Account Management, Customer Service, Management, Investments, Marketing, Budgets, Inventory Management, Leadership, Microsoft Office, Microsoft Word, Strategic Planning, Team Building, Time Management
Education
University of Kentucky 2005 — 2009
BA in Finance & Management
Universitat Pompeu Fabra 2008 — 2008
Spanish
Centerville High School 2001 — 2005
Charles Schwab September 2015 - Present
Buckeye Valley Pizza Hut July 2011 - September 2015
New England Financial August 2009 - May 2011
Context Financial April 2009 - August 2009
Mass Mutual Financial Services November 2007 - April 2009
Skills
Finance, Account Management, Customer Service, Management, Investments, Marketing, Budgets, Inventory Management, Leadership, Microsoft Office, Microsoft Word, Strategic Planning, Team Building, Time Management
Education
University of Kentucky 2005 — 2009
BA in Finance & Management
Universitat Pompeu Fabra 2008 — 2008
Spanish
Centerville High School 2001 — 2005
Danny Tilton Danny Tilton's New England Financial Experience December 2004 - December 2005
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2014 - Present
Covidien December 2010 - September 2014
MetLife December 2005 - December 2007
New England Financial December 2004 - December 2005
New England Financial December 2000 - December 2004
Sun Life Financial December 1990 - December 1999
Education
University of Massachusetts, Amherst 1984 — 1988
Northwestern Mutual September 2014 - Present
Covidien December 2010 - September 2014
MetLife December 2005 - December 2007
New England Financial December 2004 - December 2005
New England Financial December 2000 - December 2004
Sun Life Financial December 1990 - December 1999
Education
University of Massachusetts, Amherst 1984 — 1988
Alexander Leu's New England Financial Experience February 2009 - September 2013
Job Wealth Manager at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc. October 2013 - Present
New England Financial February 2009 - September 2013
Skills
Investment Management, Wealth Management, Wealth, Strategic Financial..., Wealth Management..., Retirement Planning, Asset Allocation, Financial Planning, Investment Advisory, Series 7, Retirement
Education
University of Arizona 2000 — 2004
Bachelor of Arts (BA), Communications & Finance Minor
Creative Planning Inc. October 2013 - Present
New England Financial February 2009 - September 2013
Skills
Investment Management, Wealth Management, Wealth, Strategic Financial..., Wealth Management..., Retirement Planning, Asset Allocation, Financial Planning, Investment Advisory, Series 7, Retirement
Education
University of Arizona 2000 — 2004
Bachelor of Arts (BA), Communications & Finance Minor
Jason DiNunno's New England Financial Experience January 2011 - September 2012
Job Owner / Founder at DigitalAuthority.Co
Industry Marketing and Advertising
Experience
DigitalAuthority.co January 2015 - Present
Rock Financial Group September 2012 - Present
JDI Properties LLC 2005 - Present
New England Financial January 2011 - September 2012
Professional Insurance Group January 2010 - January 2011
Skills
Wealth Accumulation, Risk Management, Estate Planning, Financial Planners, Retirement Planning, Series 6, Licensed Life & Health..., Disability Insurance, Long Term Care Insurance, Variable Annuities, Long-term Care, Retirement, Fixed Annuities, Insurance, Finance, IRAs, Term Life Insurance, Life Insurance, Employee Benefits, 401k Rollovers, Small Business, Strategic Financial..., Whole Life, 401k, Financial Advisory, Universal Life, Health Insurance, Wealth Management, Investments, Financial Services, Securities, Mutual Funds, Financial Goals
Education
University of Central Florida 2001 — 2003
Business
DeLand High School 1997 — 2001
International Baccaulaureate
DigitalAuthority.co January 2015 - Present
Rock Financial Group September 2012 - Present
JDI Properties LLC 2005 - Present
New England Financial January 2011 - September 2012
Professional Insurance Group January 2010 - January 2011
Skills
Wealth Accumulation, Risk Management, Estate Planning, Financial Planners, Retirement Planning, Series 6, Licensed Life & Health..., Disability Insurance, Long Term Care Insurance, Variable Annuities, Long-term Care, Retirement, Fixed Annuities, Insurance, Finance, IRAs, Term Life Insurance, Life Insurance, Employee Benefits, 401k Rollovers, Small Business, Strategic Financial..., Whole Life, 401k, Financial Advisory, Universal Life, Health Insurance, Wealth Management, Investments, Financial Services, Securities, Mutual Funds, Financial Goals
Education
University of Central Florida 2001 — 2003
Business
DeLand High School 1997 — 2001
International Baccaulaureate
Jon Dubravac Jon Dubravac's New England Financial Experience 2006 - 2009
Job CEO at AvantGarde Wealth Management
Industry Financial Services
Experience
Avant-Garde Wealth Management January 2009 - Present
New England Financial 2006 - 2009
Education
UCLA 1998 — 2002
Bachelor's degree, Sociology & History
J.K. Mullen H.S. 1994 — 1998
Avant-Garde Wealth Management January 2009 - Present
New England Financial 2006 - 2009
Education
UCLA 1998 — 2002
Bachelor's degree, Sociology & History
J.K. Mullen H.S. 1994 — 1998
Patrick Thuecks Patrick Thuecks's New England Financial Experience June 2001 - June 2005
Job Managing Partner at Spectrum Financial Group
Industry Financial Services
Experience
Spectrum Financial Group January 2014 - Present
Planning Partners Financial Group, Mn. June 2001 - February 2013
New England Financial June 2001 - June 2005
Lincoln Financial Advisors 1993 - 2001
Skills
Financial Planning, Asset Allocation, Investment Advisory, Estate Planning, Coaching, Marketing Strategy, Social Networking, Insurance, Mutual Funds, Strategic Financial..., Investments, Financial Services, Disability Insurance, Securities, Life Insurance, Retirement Planning, Finance, Term Life Insurance, Retirement, Long-term Care, Management, New Business Development, Long Term Care Insurance, Small Business, Financial Advisory, Wealth Management
Education
University of Minnesota - Carlson School of Management 1986 — 1990
Business, Finance and Marketing
Spectrum Financial Group January 2014 - Present
Planning Partners Financial Group, Mn. June 2001 - February 2013
New England Financial June 2001 - June 2005
Lincoln Financial Advisors 1993 - 2001
Skills
Financial Planning, Asset Allocation, Investment Advisory, Estate Planning, Coaching, Marketing Strategy, Social Networking, Insurance, Mutual Funds, Strategic Financial..., Investments, Financial Services, Disability Insurance, Securities, Life Insurance, Retirement Planning, Finance, Term Life Insurance, Retirement, Long-term Care, Management, New Business Development, Long Term Care Insurance, Small Business, Financial Advisory, Wealth Management
Education
University of Minnesota - Carlson School of Management 1986 — 1990
Business, Finance and Marketing
Mark Edlund, CFP® Mark Edlund, CFP®'s New England Financial Experience April 1999 - February 2006
Job Senior Financial Planner at Strategic Financial Concepts
Industry Financial Services
Experience
Strategic Financial Concepts September 2011 - Present
M&I Wealth Management 2006 - 2011
New England Financial April 1999 - February 2006
Education
University of Minnesota-Twin Cities
Bachelor of Science, Economics
Strategic Financial Concepts September 2011 - Present
M&I Wealth Management 2006 - 2011
New England Financial April 1999 - February 2006
Education
University of Minnesota-Twin Cities
Bachelor of Science, Economics
Byron Petersen, LUTCF Byron Petersen, LUTCF's New England Financial Experience June 1999 - June 2003
Job Owner, Petersen Financial Services
Industry Insurance
Experience
Petersen Financial Services April 1993 - Present
Ohio National Financial Services December 2006 - June 2010
Prudential Financial June 2003 - October 2006
New England Financial June 1999 - June 2003
Woodmen Accident and Life April 1993 - June 1999
Physicians Mutual July 1992 - April 1993
Payless Cashways Inc. August 1986 - June 1990
Byron Petersen May 1980 - July 1986
Skills
Business Continuation..., Retirement Planning, Life Insurance expertise, Disability Insurance, Life Insurance, Microsoft Office, Marketing, Insurance, Fixed Annuities, Health Insurance, Marketing Strategy, Marketing Communications, Sales, Social Media Marketing, Online Advertising, Customer Service, Leadership, Leadership Development, Management, Recruiting, Business Continuity..., Team Building, Team Leadership, Strategic Planning, Underwriting
Education
University of Nebraska-Lincoln 1986 — 1988
Northeast Technical Community College, Norfolk, NE 1980 — 1981
Building Construction, A
Bancroft High School 1976 — 1980
Petersen Financial Services April 1993 - Present
Ohio National Financial Services December 2006 - June 2010
Prudential Financial June 2003 - October 2006
New England Financial June 1999 - June 2003
Woodmen Accident and Life April 1993 - June 1999
Physicians Mutual July 1992 - April 1993
Payless Cashways Inc. August 1986 - June 1990
Byron Petersen May 1980 - July 1986
Skills
Business Continuation..., Retirement Planning, Life Insurance expertise, Disability Insurance, Life Insurance, Microsoft Office, Marketing, Insurance, Fixed Annuities, Health Insurance, Marketing Strategy, Marketing Communications, Sales, Social Media Marketing, Online Advertising, Customer Service, Leadership, Leadership Development, Management, Recruiting, Business Continuity..., Team Building, Team Leadership, Strategic Planning, Underwriting
Education
University of Nebraska-Lincoln 1986 — 1988
Northeast Technical Community College, Norfolk, NE 1980 — 1981
Building Construction, A
Bancroft High School 1976 — 1980
Randy Rodriguez Randy Rodriguez's New England Financial Experience July 2003 - October 2006
Job RBC capital markets
Industry Financial Services
Experience
RBC capital markets August 2011 - Present
Morgan Stanley October 2006 - February 2009
New England Financial July 2003 - October 2006
Skills
Investments, Wealth Management, Mutual Funds, Finance, Asset Management, Private Equity, Leadership, Business Development, Retirement, Financial Services, Insurance, Real Estate, Asset Managment, Strategic Planning, Estate Planning, Series 7, Strategic Financial..., Loans, Employee Benefits, Accounting, Retirement Planning, Valuation, Small Business, Business, Corporate Law
Education
UC Riverside
Bachelor of Science, Finance
RBC capital markets August 2011 - Present
Morgan Stanley October 2006 - February 2009
New England Financial July 2003 - October 2006
Skills
Investments, Wealth Management, Mutual Funds, Finance, Asset Management, Private Equity, Leadership, Business Development, Retirement, Financial Services, Insurance, Real Estate, Asset Managment, Strategic Planning, Estate Planning, Series 7, Strategic Financial..., Loans, Employee Benefits, Accounting, Retirement Planning, Valuation, Small Business, Business, Corporate Law
Education
UC Riverside
Bachelor of Science, Finance
Jill Sachs Jill Sachs's New England Financial Experience December 2003 - October 2005
Job Consultant at Sachs Financial
Industry Financial Services
Experience
Sachs Financial March 2012 - Present
Wells Fargo Advisors January 2010 - December 2011
Edward Jones October 2007 - January 2010
TIAA-CREF August 2006 - October 2007
New England Financial December 2003 - October 2005
Allmerica Financial 2002 - 2003
Skills
Customer Relations, Tactics, Market Planning, Advertising, Event Planning, Marketing Strategy, Internal Communications, Community Relations, Direct Marketing, Community Development, Customer Service, Social Media Marketing, Marketing Communications, Social Networking, Web Analytics, Management, Budgets, Marketing, Strategy, Strategic Planning, Sales, Training, Public Relations
Education
University of Missouri-Columbia 1995 — 1997
BS, Communications
University of Missouri-Saint Louis
BA, Communications
Sachs Financial March 2012 - Present
Wells Fargo Advisors January 2010 - December 2011
Edward Jones October 2007 - January 2010
TIAA-CREF August 2006 - October 2007
New England Financial December 2003 - October 2005
Allmerica Financial 2002 - 2003
Skills
Customer Relations, Tactics, Market Planning, Advertising, Event Planning, Marketing Strategy, Internal Communications, Community Relations, Direct Marketing, Community Development, Customer Service, Social Media Marketing, Marketing Communications, Social Networking, Web Analytics, Management, Budgets, Marketing, Strategy, Strategic Planning, Sales, Training, Public Relations
Education
University of Missouri-Columbia 1995 — 1997
BS, Communications
University of Missouri-Saint Louis
BA, Communications
Thomas E. (Tommy) Gardner, CFP® Thomas E. (Tommy) Gardner, CFP®'s New England Financial Experience 1999 - 2004
Job Financial Advisor at Merrill Lynch Global Wealth & Investment Management
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Sterling Bank December 2010 - August 2011
Sterling Bank May 2009 - August 2011
Gardner Financial May 2004 - May 2009
New England Financial 1999 - 2004
Skills
Investments, Portfolio Management, Banking, Series 7, Wealth Management, Loans, Financial Analysis, Credit Analysis, Commercial Lending, Retirement Planning, Finance, Investment Advisory, Commercial Banking, Credit, Securities, Asset Management, Mortgage Lending, Strategic Financial..., Mutual Funds, Financial Services, Asset Allocation, Investment Strategies, Financial Advisory, Capital Markets, Underwriting, Private Banking, Relationship Management, Private Equity, Corporate Finance, Wealth Management..., Investment Banking, Insurance, Mortgage Banking, Alternative Investments, 401k, Retirement, Estate Planning, Financial Markets, Trading, Bonds, Lines Of Credit, Commercial Mortgages, Mergers, Retail Banking, Cash Management, Consumer Lending, Equities, Financial Risk, Small Business Lending
Education
University of Houston 2005 — 2006
CERTIFIED FINANCIAL PLANNER™, CERTIFIED FINANCIAL PLANNER™ Certification Education Program
University of Mississippi 1994 — 1998
BA Finance, Banking & Managerial Finance
Memorial High School 1990 — 1994
Merrill Lynch August 2011 - Present
Sterling Bank December 2010 - August 2011
Sterling Bank May 2009 - August 2011
Gardner Financial May 2004 - May 2009
New England Financial 1999 - 2004
Skills
Investments, Portfolio Management, Banking, Series 7, Wealth Management, Loans, Financial Analysis, Credit Analysis, Commercial Lending, Retirement Planning, Finance, Investment Advisory, Commercial Banking, Credit, Securities, Asset Management, Mortgage Lending, Strategic Financial..., Mutual Funds, Financial Services, Asset Allocation, Investment Strategies, Financial Advisory, Capital Markets, Underwriting, Private Banking, Relationship Management, Private Equity, Corporate Finance, Wealth Management..., Investment Banking, Insurance, Mortgage Banking, Alternative Investments, 401k, Retirement, Estate Planning, Financial Markets, Trading, Bonds, Lines Of Credit, Commercial Mortgages, Mergers, Retail Banking, Cash Management, Consumer Lending, Equities, Financial Risk, Small Business Lending
Education
University of Houston 2005 — 2006
CERTIFIED FINANCIAL PLANNER™, CERTIFIED FINANCIAL PLANNER™ Certification Education Program
University of Mississippi 1994 — 1998
BA Finance, Banking & Managerial Finance
Memorial High School 1990 — 1994
Nathan Way, CLTC, ChFC's New England Financial Experience June 2003 - 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
G2, LLC January 2013 - Present
The Voss Group January 2012 - Present
Benefit Concepts, Ltd. January 2007 - Present
New England Financial June 2003 - December 2014
Sigma 1996 - 2001
Education
University at Buffalo 2002 — 2003
Lockport Senior High School 1992 — 1996
Regents
MetLife Premier Client Group of Upstate New York January 2015 - Present
G2, LLC January 2013 - Present
The Voss Group January 2012 - Present
Benefit Concepts, Ltd. January 2007 - Present
New England Financial June 2003 - December 2014
Sigma 1996 - 2001
Education
University at Buffalo 2002 — 2003
Lockport Senior High School 1992 — 1996
Regents
William (Bill) Ford, CFP® William (Bill) Ford, CFP®'s New England Financial Experience 1998 - 2000
Job Vice President, National Accounts at American Century Investments
Industry Financial Services
Experience
American Century Investments July 2010 - Present
Summit Financial Corporation July 2009 - July 2010
Guardian Investor Services LLC March 2000 - December 2008
New England Financial 1998 - 2000
Putnam Investments 1994 - 1998
The Advisors Group 1993 - 1995
Ameriprise Financial 1991 - 1993
Skills
Mutual Funds, Asset Management
Education
University of New Hampshire 1985 — 1989
American Century Investments July 2010 - Present
Summit Financial Corporation July 2009 - July 2010
Guardian Investor Services LLC March 2000 - December 2008
New England Financial 1998 - 2000
Putnam Investments 1994 - 1998
The Advisors Group 1993 - 1995
Ameriprise Financial 1991 - 1993
Skills
Mutual Funds, Asset Management
Education
University of New Hampshire 1985 — 1989
Kathy Baron Kathy Baron's New England Financial Experience August 1980 - May 2000
Job Vice President & Chief Compliance Officer at Delaware Life
Industry Financial Services
Experience
Delaware Life (formerly Sun Life Assurance Company of Canada (U. S.) August 2013 - Present
Sun Life Financial May 2006 - July 2013
Sun Life Financial Distributors, Inc. (SLFD) May 2006 - July 2013
Aviva September 2005 - May 2006
Metropolitan Life June 2000 - May 2005
New England Financial August 1980 - May 2000
Skills
Securities, Insurance, Compliance, Risk Management, Mutual Funds, Complaint Management, Problem Solving, FINRA, Long-term Care, Fixed Annuities, Financial Advisory, Estate Planning, Series 24, AML, Series 7, Financial Services, Series 63, Retirement, Retirement Planning, Variable Annuities, Investments, Anti Money Laundering
Education
University of Maine 1976 — 1980
BS
Gloucester High School 1972 — 1976
College Prep
Delaware Life (formerly Sun Life Assurance Company of Canada (U. S.) August 2013 - Present
Sun Life Financial May 2006 - July 2013
Sun Life Financial Distributors, Inc. (SLFD) May 2006 - July 2013
Aviva September 2005 - May 2006
Metropolitan Life June 2000 - May 2005
New England Financial August 1980 - May 2000
Skills
Securities, Insurance, Compliance, Risk Management, Mutual Funds, Complaint Management, Problem Solving, FINRA, Long-term Care, Fixed Annuities, Financial Advisory, Estate Planning, Series 24, AML, Series 7, Financial Services, Series 63, Retirement, Retirement Planning, Variable Annuities, Investments, Anti Money Laundering
Education
University of Maine 1976 — 1980
BS
Gloucester High School 1972 — 1976
College Prep
Erica Schneider's New England Financial Experience January 2008 - March 2009
Job Technology Client Relationship Manager | Relationship Building Pro | Connector of Talent and Technology
Industry Staffing and Recruiting
Experience
Kforce Inc July 2015 - Present
Kforce Inc May 2014 - July 2015
Pane Rustica April 2013 - May 2014
AmWINS Group Benefits, Relationship Manager March 2011 - March 2013
Pension Planet March 2009 - February 2011
New England Financial January 2008 - March 2009
Horizon Financial January 2003 - December 2007
Skills
Business Relationship..., Account Management, Sales, Talent Acquisition, Technical Recruiting, Contract Recruitment, Boolean Searching, Training, Marketing, Social Media, Analysis, Marketing Strategy, Retirement Planning, Life Insurance, Commercial Insurance, Strategy, Long-term Care, Fixed Annuities, Retirement, Management, Integrated Marketing, Event Planning, Event Management, Recruiting, Workers Compensation, Professional Liability, Negotiation, Private Events, Finance, Health Insurance, Leadership, Employee Benefits, Team Building, Business Development, New Business Development, Temporary Placement, Sourcing, CRM, Social Networking, Strategic Planning, Networking, Sales Management, Team Leadership, Human Resources, Interviews, Staffing Services, Cold Calling, Internet Recruiting
Education
University of Cincinnati
Marketing
University of Tampa
Business Management
Kforce Inc July 2015 - Present
Kforce Inc May 2014 - July 2015
Pane Rustica April 2013 - May 2014
AmWINS Group Benefits, Relationship Manager March 2011 - March 2013
Pension Planet March 2009 - February 2011
New England Financial January 2008 - March 2009
Horizon Financial January 2003 - December 2007
Skills
Business Relationship..., Account Management, Sales, Talent Acquisition, Technical Recruiting, Contract Recruitment, Boolean Searching, Training, Marketing, Social Media, Analysis, Marketing Strategy, Retirement Planning, Life Insurance, Commercial Insurance, Strategy, Long-term Care, Fixed Annuities, Retirement, Management, Integrated Marketing, Event Planning, Event Management, Recruiting, Workers Compensation, Professional Liability, Negotiation, Private Events, Finance, Health Insurance, Leadership, Employee Benefits, Team Building, Business Development, New Business Development, Temporary Placement, Sourcing, CRM, Social Networking, Strategic Planning, Networking, Sales Management, Team Leadership, Human Resources, Interviews, Staffing Services, Cold Calling, Internet Recruiting
Education
University of Cincinnati
Marketing
University of Tampa
Business Management
Mike Amine's New England Financial Experience May 2000 - September 2004
Job Managing Partner at MetLife Premier Client Group of Michigan, an Office of MetLife: Hiring the Best, Retaining the Best
Industry Financial Services
Experience
MetLife Premier Client Group of Michigan, an Office of MetLife January 2014 - Present
New England Financial, a MetLife Company 2004 - 2013
Letterwinners Mclub 2000 - 2010
AACC 1991 - 2010
New England Financial May 2000 - September 2004
New England Financial, a MetLife Company April 1990 - August 2000
Ernest and Julio Gallo Winery April 1989 - May 1990
Skills
Leadership, Insurance, CRM, Management, Retirement Planning, Employee Benefits, Investments, Training, Risk Management, Recruiting, Financial Services, Retirement, Sales, Finance, Small Business, Coaching, Entrepreneurship, Life Insurance, Portfolio Management, Selling, Fixed Annuities, Fundraising, Sales Process, Mutual Funds, Wealth Management, Disability Insurance, Negotiation, Project Planning, Human Resources, Mentoring, 401k
Education
University of Michigan 1984 — 1989
BA, MARKETING AND COMMUNICATION
University of Michigan 1984 — 1989
Bachelor's degree, sports management and communications
MetLife Premier Client Group of Michigan, an Office of MetLife January 2014 - Present
New England Financial, a MetLife Company 2004 - 2013
Letterwinners Mclub 2000 - 2010
AACC 1991 - 2010
New England Financial May 2000 - September 2004
New England Financial, a MetLife Company April 1990 - August 2000
Ernest and Julio Gallo Winery April 1989 - May 1990
Skills
Leadership, Insurance, CRM, Management, Retirement Planning, Employee Benefits, Investments, Training, Risk Management, Recruiting, Financial Services, Retirement, Sales, Finance, Small Business, Coaching, Entrepreneurship, Life Insurance, Portfolio Management, Selling, Fixed Annuities, Fundraising, Sales Process, Mutual Funds, Wealth Management, Disability Insurance, Negotiation, Project Planning, Human Resources, Mentoring, 401k
Education
University of Michigan 1984 — 1989
BA, MARKETING AND COMMUNICATION
University of Michigan 1984 — 1989
Bachelor's degree, sports management and communications
Johanna Grange's New England Financial Experience May 2002 - May 2003
Job Cofounder at Oak St. Social
Industry Internet
Experience
Oak St. Social 2014 - Present
ChowNow 2012 - 2015
Pretty City Inc. November 2004 - November 2012
Remedy April 2003 - October 2005
New England Financial May 2002 - May 2003
Skills
Social Media Marketing, Social Networking, Social Media, Social Marketing, Sales, Salesforce.com, Sales Management, Writing, Creative Writing, Proposal Writing, New Business Development, Online Advertising, Event Planning, Marketing Strategy, Public Speaking, Account Management, Marketing Communications, Advertising, Blogging, Marketing, Newsletters, Press Releases, Start-ups, Email Marketing, Online Marketing, Digital Marketing, Strategy, Brand Development, Public Relations, Digital Strategy, Advertising Sales
Education
University of Iowa 1996 — 2000
Bachelor of Arts (B.A.), Journalism
University of Iowa 1996 — 2000
Bachelor of Arts (B.A.), English Language and Literature, General
Oak St. Social 2014 - Present
ChowNow 2012 - 2015
Pretty City Inc. November 2004 - November 2012
Remedy April 2003 - October 2005
New England Financial May 2002 - May 2003
Skills
Social Media Marketing, Social Networking, Social Media, Social Marketing, Sales, Salesforce.com, Sales Management, Writing, Creative Writing, Proposal Writing, New Business Development, Online Advertising, Event Planning, Marketing Strategy, Public Speaking, Account Management, Marketing Communications, Advertising, Blogging, Marketing, Newsletters, Press Releases, Start-ups, Email Marketing, Online Marketing, Digital Marketing, Strategy, Brand Development, Public Relations, Digital Strategy, Advertising Sales
Education
University of Iowa 1996 — 2000
Bachelor of Arts (B.A.), Journalism
University of Iowa 1996 — 2000
Bachelor of Arts (B.A.), English Language and Literature, General
Paul F. Barry's New England Financial Experience April 1991 - February 1994
Job Vice President Invesments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2015 - Present
Merrill Lynch Wealth Management February 1994 - February 2015
New England Financial April 1991 - February 1994
Education
University of New Hampshire 1984 — 1988
Business Administration, Finance
Wells Fargo Advisors February 2015 - Present
Merrill Lynch Wealth Management February 1994 - February 2015
New England Financial April 1991 - February 1994
Education
University of New Hampshire 1984 — 1988
Business Administration, Finance
Darren Todd, CFP® Darren Todd, CFP®'s New England Financial Experience August 2005 - November 2014
Job Owner, Todd Financial & Insurance Services, Inc. and Insurance Consultant
Industry Insurance
Experience
Todd Financial & Insurance Services, Inc. February 2004 - Present
Darren B. Todd October 1993 - Present
New England Financial August 2005 - November 2014
MassMutual June 2002 - July 2005
Skills
Insurance, Health Insurance, Employee Benefits, Disability Insurance, Life Insurance, Long-term Care, Fixed Annuities, Financial Planners, Health Savings Accounts, Strategic Financial..., Retirement Planning, Financial Advisory, Term Life Insurance, Property & Casualty..., Investments, Brokers, Legal Liability, Long Term Care Insurance, Finance, General Insurance, Retirement, 401k, Professional Liability, Key Person Insurance, Estate Planning, Small Business, Underwriting, Whole Life, Universal Life, IRAs, Wealth Management, ERISA, Group Insurance, Critical Illness, Workers Compensation, Wealth, Accident, Commercial Insurance, Roth IRA, Medicare, Umbrella Insurance, Claim, Casualty, Retirement Plan..., Wealth Accumulation, Investment Strategies, Financial Services, Financial Planning
Education
University of Florida 1991 — 1993
B.S., Resource Economics
Todd Financial & Insurance Services, Inc. February 2004 - Present
Darren B. Todd October 1993 - Present
New England Financial August 2005 - November 2014
MassMutual June 2002 - July 2005
Skills
Insurance, Health Insurance, Employee Benefits, Disability Insurance, Life Insurance, Long-term Care, Fixed Annuities, Financial Planners, Health Savings Accounts, Strategic Financial..., Retirement Planning, Financial Advisory, Term Life Insurance, Property & Casualty..., Investments, Brokers, Legal Liability, Long Term Care Insurance, Finance, General Insurance, Retirement, 401k, Professional Liability, Key Person Insurance, Estate Planning, Small Business, Underwriting, Whole Life, Universal Life, IRAs, Wealth Management, ERISA, Group Insurance, Critical Illness, Workers Compensation, Wealth, Accident, Commercial Insurance, Roth IRA, Medicare, Umbrella Insurance, Claim, Casualty, Retirement Plan..., Wealth Accumulation, Investment Strategies, Financial Services, Financial Planning
Education
University of Florida 1991 — 1993
B.S., Resource Economics
Eric Harman Eric Harman's New England Financial Experience August 2005 - August 2006
Job Experienced Insurance Broker
Industry Insurance
Experience
Crump Life Insurance Services October 2014 - Present
MetLife February 2012 - October 2014
MetLife August 2006 - February 2012
New England Financial August 2005 - August 2006
Skills
Sales&Marketing, Photography, Retail Management, Public Speaking, Sales Rep Training, Data Management, Series 6, Life Insurance, Financial Services, Store Management, Series 63, Fixed Annuities, Health Insurance, Life, Term Life Insurance, Long Term Care Insurance, Disability Insurance, Whole Life, Universal Life, Retirement, Wealth Management, Sales Management, Long-term Care, Insurance, Sales, Underwriting, Employee Benefits
Education
The University of Connecticut
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Crump Life Insurance Services October 2014 - Present
MetLife February 2012 - October 2014
MetLife August 2006 - February 2012
New England Financial August 2005 - August 2006
Skills
Sales&Marketing, Photography, Retail Management, Public Speaking, Sales Rep Training, Data Management, Series 6, Life Insurance, Financial Services, Store Management, Series 63, Fixed Annuities, Health Insurance, Life, Term Life Insurance, Long Term Care Insurance, Disability Insurance, Whole Life, Universal Life, Retirement, Wealth Management, Sales Management, Long-term Care, Insurance, Sales, Underwriting, Employee Benefits
Education
The University of Connecticut
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Jon Dubravac Jon Dubravac's New England Financial Experience 2006 - 2009
Job Chief Executive Officer at AvantGarde Wealth Management
Industry Financial Services
Experience
Avant-Garde Wealth Management January 2009 - Present
New England Financial 2006 - 2009
Premier Green / First Green October 2003 - 2006
Skills
Investments, Marketing Strategy, Pensions, Variable Products, Account Management, Investor Relations, Retirement Planning, Wealth Management, Finance, Management, Entrepreneurship, Financial Advisory, Strategic Planning, Marketing, Portfolio Management, Asset Management, Financial Planning
Education
University of California, Los Angeles 1998 — 2002
Double Major, Sociology and History
J.K. Mullen H.S. 1994 — 1998
Avant-Garde Wealth Management January 2009 - Present
New England Financial 2006 - 2009
Premier Green / First Green October 2003 - 2006
Skills
Investments, Marketing Strategy, Pensions, Variable Products, Account Management, Investor Relations, Retirement Planning, Wealth Management, Finance, Management, Entrepreneurship, Financial Advisory, Strategic Planning, Marketing, Portfolio Management, Asset Management, Financial Planning
Education
University of California, Los Angeles 1998 — 2002
Double Major, Sociology and History
J.K. Mullen H.S. 1994 — 1998
R. Scott Louden R. Scott Louden's New England Financial Experience February 1999 - January 2014
Job Senior Partner, Investment Advisor Representative at WestPoint Wealth Management, LLC
Industry Financial Services
Experience
WestPoint Wealth Management, LLC January 2014 - Present
New England Financial February 1999 - January 2014
MONY (Mutual of New York) February 1991 - January 1999
Skills
Financial Analysis, Portfolio Management, Investments, Financial Planning, Risk Management, Fixed Annuities, Estate Planning, Retirement, Mutual Funds, Securities, Life Insurance
Education
University of Iowa 1976 — 1980
Physical Education Teaching and Coaching
WestPoint Wealth Management, LLC January 2014 - Present
New England Financial February 1999 - January 2014
MONY (Mutual of New York) February 1991 - January 1999
Skills
Financial Analysis, Portfolio Management, Investments, Financial Planning, Risk Management, Fixed Annuities, Estate Planning, Retirement, Mutual Funds, Securities, Life Insurance
Education
University of Iowa 1976 — 1980
Physical Education Teaching and Coaching
Terry Bitner's New England Financial Experience September 1979 - January 2014
Job I help people protect, accumulate, and distribute assets.*Financial Planner* Orlando Financial Advisor
Industry Financial Services
Experience
OMNI Financial Services February 2014 - Present
New England Financial September 1979 - January 2014
Skills
Life Insurance, Term Life Insurance, Permanent Life Insurance, Disability Insurance, Estate Planning, Retirement Planning, Business Planning, 401k Rollovers, Social Security Planning, Long-term Care, Medicare Planning, Tax Savings, Employee Benefits, Business Opportunity..., Succession Planning
Education
University of Central Florida 1974 — 1977
MS, Biology/Biological Sciences, General
Rhodes College 1965 — 1969
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
OMNI Financial Services February 2014 - Present
New England Financial September 1979 - January 2014
Skills
Life Insurance, Term Life Insurance, Permanent Life Insurance, Disability Insurance, Estate Planning, Retirement Planning, Business Planning, 401k Rollovers, Social Security Planning, Long-term Care, Medicare Planning, Tax Savings, Employee Benefits, Business Opportunity..., Succession Planning
Education
University of Central Florida 1974 — 1977
MS, Biology/Biological Sciences, General
Rhodes College 1965 — 1969
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Jacob B. Jaacks, CFP®'s New England Financial Experience March 2012 - February 2014
Job
Industry Investment Management
Experience
Morgan Stanley Private Wealth Management March 2014 - Present
New England Financial March 2012 - February 2014
Telekom Baskets August 2010 - June 2011
Bancatercas August 2008 - June 2010
BC Kyiv November 2007 - June 2008
Besiktas Basketball Club June 2007 - November 2007
Snaidero Cucine August 2005 - July 2007
Laurentana August 2004 - June 2005
Farho Gijón Baloncesto March 2004 - June 2004
Edimes August 2003 - March 2004
Education
University of Iowa 1996 — 2000
BA
Morgan Stanley Private Wealth Management March 2014 - Present
New England Financial March 2012 - February 2014
Telekom Baskets August 2010 - June 2011
Bancatercas August 2008 - June 2010
BC Kyiv November 2007 - June 2008
Besiktas Basketball Club June 2007 - November 2007
Snaidero Cucine August 2005 - July 2007
Laurentana August 2004 - June 2005
Farho Gijón Baloncesto March 2004 - June 2004
Edimes August 2003 - March 2004
Education
University of Iowa 1996 — 2000
BA
Omar Elkabti's New England Financial Experience June 2010 - September 2010
Job Change Management Consultant Communications, Media & Technology at Accenture
Industry Management Consulting
Experience
Accenture 2015 - Present
Gotham Orient Partners, LLC 2013 - Present
The Consultant Mentorship Program (CMP) 2014 - Present
American Investment and Trading Company (AITCO) 2014 - 2015
University of California, Berkeley (UC Berkeley) August 2013 - November 2014
Emerson Human Capital Consulting September 2012 - May 2013
Gotham Orient Partners, LLC September 2011 - June 2012
Quant Media Advisers June 2011 - September 2011
New England Financial June 2010 - September 2010
Skills
Analysis, Management Consulting, Business Strategy, Training, Strategic Planning, Data Analysis, Business Planning, Change Management, Market Research, Access Database, Competitive Analysis, Management, Analytics, Research, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Project Planning, Program Management, SQL Server Management..., Marketing, Project Management, Nonprofits, Kronos 7.0, Time Management, PowerPoint development, Visual Basic, Proposal Writing, Financial Modeling, Financial Analysis, VBA, Instructional Design, Consulting, Finance, Entrepreneurship, Mergers & Acquisitions, Brainshark, Office 2010, Articulate Storyline, Curriculum Design, Curriculum Development, E-training, Articulate Studio, Articulate Suite, Leadership Development, Organizational..., Adobe Captivate 6, Moodle, PeopleSoft
Education
University of California, Berkeley 2013 — 2015
Extension, Certificate Program in Business Analysis, 4.0
University of California, Los Angeles 2009 — 2012
B.A., Double Major: Political Science (Major), Middle Eastern-North African Studies (Major)
Accenture 2015 - Present
Gotham Orient Partners, LLC 2013 - Present
The Consultant Mentorship Program (CMP) 2014 - Present
American Investment and Trading Company (AITCO) 2014 - 2015
University of California, Berkeley (UC Berkeley) August 2013 - November 2014
Emerson Human Capital Consulting September 2012 - May 2013
Gotham Orient Partners, LLC September 2011 - June 2012
Quant Media Advisers June 2011 - September 2011
New England Financial June 2010 - September 2010
Skills
Analysis, Management Consulting, Business Strategy, Training, Strategic Planning, Data Analysis, Business Planning, Change Management, Market Research, Access Database, Competitive Analysis, Management, Analytics, Research, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Project Planning, Program Management, SQL Server Management..., Marketing, Project Management, Nonprofits, Kronos 7.0, Time Management, PowerPoint development, Visual Basic, Proposal Writing, Financial Modeling, Financial Analysis, VBA, Instructional Design, Consulting, Finance, Entrepreneurship, Mergers & Acquisitions, Brainshark, Office 2010, Articulate Storyline, Curriculum Design, Curriculum Development, E-training, Articulate Studio, Articulate Suite, Leadership Development, Organizational..., Adobe Captivate 6, Moodle, PeopleSoft
Education
University of California, Berkeley 2013 — 2015
Extension, Certificate Program in Business Analysis, 4.0
University of California, Los Angeles 2009 — 2012
B.A., Double Major: Political Science (Major), Middle Eastern-North African Studies (Major)
Josh Hale's New England Financial Experience January 2003 - May 2004
Job Businessman / Poker Player / Hack Golfer
Industry Management Consulting
Experience
General Ledger Resources June 2008 - January 2015
Accounting Options May 2004 - June 2008
New England Financial January 2003 - May 2004
Skills
MS Office Suite, Skilmatch, ACT, Speed Reading, Accounting, Budgeting, Technical Recruiting, Executive Search, Employee Relations, Talent Acquisition, Interviewing, Sourcing, Temporary Staffing, Negotiation, Forecasting, Management Consulting, Coaching, Account Management, Team Leadership, Operations Management, Applicant Tracking..., Leadership Development, Social Networking, Mentoring, Business Strategy, Permanent Placement, Sales Management, Outlook, Full-cycle Recruiting, Recruitment/Retention, Hiring, Salary Negotiation, Talent Management, Onboarding, Internet Recruiting, Cold Calling, New Business Development, Consultative Selling, Contract Negotiation, Staffing Industry, Resume Writing, Direct Sourcing, Business Management, Strategic Planning, Metrics, Business Planning, Candidate Screening, Strategic Sourcing, Benefits Negotiation, Recruiting
Education
University of California, San Diego 1998 — 2002
BA, Political Science, Sociology
General Ledger Resources June 2008 - January 2015
Accounting Options May 2004 - June 2008
New England Financial January 2003 - May 2004
Skills
MS Office Suite, Skilmatch, ACT, Speed Reading, Accounting, Budgeting, Technical Recruiting, Executive Search, Employee Relations, Talent Acquisition, Interviewing, Sourcing, Temporary Staffing, Negotiation, Forecasting, Management Consulting, Coaching, Account Management, Team Leadership, Operations Management, Applicant Tracking..., Leadership Development, Social Networking, Mentoring, Business Strategy, Permanent Placement, Sales Management, Outlook, Full-cycle Recruiting, Recruitment/Retention, Hiring, Salary Negotiation, Talent Management, Onboarding, Internet Recruiting, Cold Calling, New Business Development, Consultative Selling, Contract Negotiation, Staffing Industry, Resume Writing, Direct Sourcing, Business Management, Strategic Planning, Metrics, Business Planning, Candidate Screening, Strategic Sourcing, Benefits Negotiation, Recruiting
Education
University of California, San Diego 1998 — 2002
BA, Political Science, Sociology
Kristen Caffrey's New England Financial Experience August 1999 - June 2000
Job Fund Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2012 - Present
Windstream Communications (formerly NuVox/FDN Communications) August 2007 - August 2008
Windstream Communications (formerly NuVox/FDN Communications) December 2006 - August 2007
Windstream Communications (formerly NuVox/FDN Communications) April 2002 - November 2006
Windstream Communications (formerly NuVox/FDN Communications) May 2001 - April 2002
Windstream Communications (formerly NuVox/FDN Communications) October 2000 - May 2001
New England Financial August 1999 - June 2000
Skills
Microsoft Excel, Solution Selling, PowerPoint, Leadership, Direct Sales
Education
University of Central Florida
Bachelor of Science in Business Administration, Finance
University of Central Florida
Associate of Arts
BNY Mellon October 2012 - Present
Windstream Communications (formerly NuVox/FDN Communications) August 2007 - August 2008
Windstream Communications (formerly NuVox/FDN Communications) December 2006 - August 2007
Windstream Communications (formerly NuVox/FDN Communications) April 2002 - November 2006
Windstream Communications (formerly NuVox/FDN Communications) May 2001 - April 2002
Windstream Communications (formerly NuVox/FDN Communications) October 2000 - May 2001
New England Financial August 1999 - June 2000
Skills
Microsoft Excel, Solution Selling, PowerPoint, Leadership, Direct Sales
Education
University of Central Florida
Bachelor of Science in Business Administration, Finance
University of Central Florida
Associate of Arts
Angus Stephens's New England Financial Experience June 2010 - September 2012
Job angus@iidstrat.com
Industry Financial Services
Experience
New England Financial June 2010 - September 2012
Wells Fargo Advisors, LLC 2008 - 2010
AT&T Mobility 1998 - 2007
Skills
Strategic Financial..., Direct Sales, Account Management, Salesforce.com, Investments, Cold Calling, Sales Management, Sales, Insurance, Series 7, Sales Process, Financial Analysis, Selling, Management, Customer Service, Business Development, Employee Benefits, Marketing, Negotiation, Team Building, Sales Operations, Entrepreneurship, Leadership, Solution Selling
Education
University of Florida 1982 — 1987
Bachelor of Arts, History
New England Financial June 2010 - September 2012
Wells Fargo Advisors, LLC 2008 - 2010
AT&T Mobility 1998 - 2007
Skills
Strategic Financial..., Direct Sales, Account Management, Salesforce.com, Investments, Cold Calling, Sales Management, Sales, Insurance, Series 7, Sales Process, Financial Analysis, Selling, Management, Customer Service, Business Development, Employee Benefits, Marketing, Negotiation, Team Building, Sales Operations, Entrepreneurship, Leadership, Solution Selling
Education
University of Florida 1982 — 1987
Bachelor of Arts, History
Ike Ozhathil Ike Ozhathil's New England Financial Experience June 1989 - August 1998
Job Managing development of major conversion system to migrate large volume of images and data.
Industry Financial Services
Experience
Delaware Life August 2013 - Present
Sun Life Financial April 2010 - August 2013
Sun Life Financial August 1998 - April 2010
New England Financial June 1989 - August 1998
Skills
Managing development..., Managing ongoing..., Leading projects using..., Managing development..., Technical Experience in..., Technical Experience..., Technical Experience..., Experience in..., Experience in using..., Technical Experience in..., Experience in using..., Java Enterprise Edition, Integration, Program Management, SDLC, Software Development, Project Management
Education
University of Massachusetts Boston 1988 — 1991
Master of Science (MS), Computer Science
Delaware Life August 2013 - Present
Sun Life Financial April 2010 - August 2013
Sun Life Financial August 1998 - April 2010
New England Financial June 1989 - August 1998
Skills
Managing development..., Managing ongoing..., Leading projects using..., Managing development..., Technical Experience in..., Technical Experience..., Technical Experience..., Experience in..., Experience in using..., Technical Experience in..., Experience in using..., Java Enterprise Edition, Integration, Program Management, SDLC, Software Development, Project Management
Education
University of Massachusetts Boston 1988 — 1991
Master of Science (MS), Computer Science
Whitney Gargiulo Whitney Gargiulo's New England Financial Experience January 2012 - August 2012
Job Associate Business Analyst at Sierra Nevada Corporation
Industry Financial Services
Experience
Sierra Nevada Corporation September 2015 - Present
Pulte Mortgage May 2015 - July 2015
Private Employer August 2014 - March 2015
Life Time Fitness May 2014 - August 2014
City of Colorado Springs Department of Traffic Engineering September 2013 - May 2014
Ted's Montana Grill August 2012 - May 2013
New England Financial January 2012 - August 2012
Skills
Team Leadership, Fast Paced Environment, Program Development, Project Planning, Outlook, Customer Service, Multi-tasked, Data Entry, Customer Engagement, Time Management, Process Scheduler, Telephone Skills, Microsoft Word, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Office, Event Planning, Administrative..., File Management, Phone Skills, Teamwork, 10 Key, Field Work, Employee Training, Appointment Scheduling, Meeting Scheduling, Customer Satisfaction, Customer Oriented, Office Administration, Front Office, Dependable Team Player, Public Safety, Spreadsheets, Troubleshooting, Cartegraph, Traffic Engineering, Elementary Education, ArcGIS, Applications, Public Process, Certified Crossing...
Education
University of Colorado at Colorado Springs 2010 — 2014
Bachelor's Degree, Philosophy, Graduate
Sierra Nevada Corporation September 2015 - Present
Pulte Mortgage May 2015 - July 2015
Private Employer August 2014 - March 2015
Life Time Fitness May 2014 - August 2014
City of Colorado Springs Department of Traffic Engineering September 2013 - May 2014
Ted's Montana Grill August 2012 - May 2013
New England Financial January 2012 - August 2012
Skills
Team Leadership, Fast Paced Environment, Program Development, Project Planning, Outlook, Customer Service, Multi-tasked, Data Entry, Customer Engagement, Time Management, Process Scheduler, Telephone Skills, Microsoft Word, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Office, Event Planning, Administrative..., File Management, Phone Skills, Teamwork, 10 Key, Field Work, Employee Training, Appointment Scheduling, Meeting Scheduling, Customer Satisfaction, Customer Oriented, Office Administration, Front Office, Dependable Team Player, Public Safety, Spreadsheets, Troubleshooting, Cartegraph, Traffic Engineering, Elementary Education, ArcGIS, Applications, Public Process, Certified Crossing...
Education
University of Colorado at Colorado Springs 2010 — 2014
Bachelor's Degree, Philosophy, Graduate
Elliott Moran's New England Financial Experience September 2009 - October 2010
Job Community Development at Community Financial Credit Union
Industry Higher Education
Experience
Red Rocks Community College January 2014 - Present
Community Financial Credit Union (CO) January 2011 - Present
Jefferson Academy and Pinnacle Charter Schools January 2014 - January 2015
New England Financial September 2009 - October 2010
New Horizon Enterprises June 2009 - February 2010
Skills
Event Planning, Financial Planning, Marketing, Social Networking, Sales, Communication, Social Media, Team Building, Social Media Marketing, Public Speaking, Nonprofits, Strategic Planning
Education
University of Colorado Boulder 2002 — 2007
B.A., History, 3.03
Red Rocks Community College January 2014 - Present
Community Financial Credit Union (CO) January 2011 - Present
Jefferson Academy and Pinnacle Charter Schools January 2014 - January 2015
New England Financial September 2009 - October 2010
New Horizon Enterprises June 2009 - February 2010
Skills
Event Planning, Financial Planning, Marketing, Social Networking, Sales, Communication, Social Media, Team Building, Social Media Marketing, Public Speaking, Nonprofits, Strategic Planning
Education
University of Colorado Boulder 2002 — 2007
B.A., History, 3.03
Steven Shuman Steven Shuman's New England Financial Experience March 1995 - March 1999
Job Business Solutions Consultant at Andesa Services, Inc.
Industry Financial Services
Experience
Andesa Services, Inc. September 2015 - Present
VALIC April 2014 - September 2015
Evershore Financial Group September 2013 - March 2014
The Newport Group July 2010 - August 2011
MetLife - Specialized Benefit Resources July 2002 - July 2010
General American Life March 1999 - March 2002
New England Financial March 1995 - March 1999
American Financial Systems, Inc. March 1992 - March 1995
Chubb LifeAmerica March 1989 - March 1992
The New England Life Insurance Company March 1983 - March 1989
Skills
Insurance, Employee Benefits, Investments, Life Insurance, Estate Planning, Strategic Financial..., Financial Services, Mutual Funds, Retirement, Financial Analysis
Education
University of Massachusetts, Amherst 1978 — 1982
B.A., Economics
Andesa Services, Inc. September 2015 - Present
VALIC April 2014 - September 2015
Evershore Financial Group September 2013 - March 2014
The Newport Group July 2010 - August 2011
MetLife - Specialized Benefit Resources July 2002 - July 2010
General American Life March 1999 - March 2002
New England Financial March 1995 - March 1999
American Financial Systems, Inc. March 1992 - March 1995
Chubb LifeAmerica March 1989 - March 1992
The New England Life Insurance Company March 1983 - March 1989
Skills
Insurance, Employee Benefits, Investments, Life Insurance, Estate Planning, Strategic Financial..., Financial Services, Mutual Funds, Retirement, Financial Analysis
Education
University of Massachusetts, Amherst 1978 — 1982
B.A., Economics
James R. Brown MBA, LUTCF, CDEI's New England Financial Experience August 2007 - March 2010
Job Training & Marketing
Industry Financial Services
Experience
ExamFX July 2010 - Present
Toastmasters District 22 2012 - 2014
Toastmasters International 1990 - 2013
AD Banker May 2006 - August 2010
New England Financial August 2007 - March 2010
DeVry University August 2003 - December 2006
MassMutual Financial Group November 1989 - October 1999
Skills
Retirement, Insurance, Securities, Coaching, Public Speaking, Fixed Annuities, Account Management, Training, Sales, Team Building, Strategic Planning, Marketing, Marketing Strategy, Customer Service, Small Business, Business Planning, Sales Management, Leadership, Employee Benefits, Leadership Development, Strategy, Direct Sales, Team Leadership, Recruiting, Management, Sales Process, Selling, Budgets, Business Development, New Business Development, CRM, Process Improvement
Education
University of Kansas - Graduate School of Business 1985 — 1987
MBA, Strategic Management
ExamFX July 2010 - Present
Toastmasters District 22 2012 - 2014
Toastmasters International 1990 - 2013
AD Banker May 2006 - August 2010
New England Financial August 2007 - March 2010
DeVry University August 2003 - December 2006
MassMutual Financial Group November 1989 - October 1999
Skills
Retirement, Insurance, Securities, Coaching, Public Speaking, Fixed Annuities, Account Management, Training, Sales, Team Building, Strategic Planning, Marketing, Marketing Strategy, Customer Service, Small Business, Business Planning, Sales Management, Leadership, Employee Benefits, Leadership Development, Strategy, Direct Sales, Team Leadership, Recruiting, Management, Sales Process, Selling, Budgets, Business Development, New Business Development, CRM, Process Improvement
Education
University of Kansas - Graduate School of Business 1985 — 1987
MBA, Strategic Management
Jarrid Cable Jarrid Cable's New England Financial Experience August 1997 - May 1999
Job Financial Advisor at Northwestern Mutual – North Charlotte
Industry Financial Services
Experience
Northwestern Mutual Financial Network August 2010 - Present
A4 Capital Management March 2007 - August 2010
World Group Securities: World Financial Group (WFG) May 1999 - February 2007
Cable Insurance Agency February 2003 - March 2005
New England Financial August 1997 - May 1999
Education
Walden University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, 4.0
University of North Carolina at Chapel Hill 1993 — 1997
Bachelor of Arts (B.A.), Economics and Physical Education
Northwestern Mutual Financial Network August 2010 - Present
A4 Capital Management March 2007 - August 2010
World Group Securities: World Financial Group (WFG) May 1999 - February 2007
Cable Insurance Agency February 2003 - March 2005
New England Financial August 1997 - May 1999
Education
Walden University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, 4.0
University of North Carolina at Chapel Hill 1993 — 1997
Bachelor of Arts (B.A.), Economics and Physical Education
Beau Freyermuth Beau Freyermuth's New England Financial Experience October 2001 - March 2002
Job Partner at Sweet & Baker Insurance Brokers
Industry Insurance
Experience
Sweet & Baker Insurance Brokers March 2002 - Present
New England Financial October 2001 - March 2002
Skills
Non-profits, Private Equity, Start-ups, Portfolios, Venture Capital, Private Schools, Risk Management, Portfolio Management, Nonprofits, Insurance, Management
Education
University of California, Santa Barbara 1997 — 2000
BA, Business Economics
Branson 1990 — 1994
Sweet & Baker Insurance Brokers March 2002 - Present
New England Financial October 2001 - March 2002
Skills
Non-profits, Private Equity, Start-ups, Portfolios, Venture Capital, Private Schools, Risk Management, Portfolio Management, Nonprofits, Insurance, Management
Education
University of California, Santa Barbara 1997 — 2000
BA, Business Economics
Branson 1990 — 1994
Brian Wiggins, J.D. Brian Wiggins, J.D.'s New England Financial Experience June 2004 - June 2005
Job Partner at Wiggins and Hall Law Group, LLC
Industry Law Practice
Experience
Wiggins and Hall Law Group, LLC January 2014 - Present
Gudorf Law Group, LLC November 2012 - January 2014
Gudorf Law Group, LLC December 2010 - November 2012
Millikin & Fitton Law Firm January 2011 - December 2011
City of Dayton Prosecutor's Office June 2010 - August 2010
Holzfaster, Cecil, McKnight & Mues, LPA February 2010 - May 2010
NewPage Corporation October 2008 - June 2009
Fidelity Investments January 2006 - July 2008
New England Financial June 2004 - June 2005
Skills
Wills, Trusts, Estate Planning, Legal Writing, Legal Research, Westlaw, Microsoft Office, Insurance, Public Speaking, Contract Negotiation, PowerPoint, Microsoft Excel, Litigation, Microsoft Word, Real Estate, Commercial Litigation, Lexis, LLC, Elder Law, Business Formation, Asset Protection, Estate Administration, Civil Litigation
Education
University of Dayton School of Law 2009 — 2012
J.D.
University of Toledo 2001 — 2005
B.B.A., Financial Services and Business Law
Greenon High School 1997 — 2001
Wiggins and Hall Law Group, LLC January 2014 - Present
Gudorf Law Group, LLC November 2012 - January 2014
Gudorf Law Group, LLC December 2010 - November 2012
Millikin & Fitton Law Firm January 2011 - December 2011
City of Dayton Prosecutor's Office June 2010 - August 2010
Holzfaster, Cecil, McKnight & Mues, LPA February 2010 - May 2010
NewPage Corporation October 2008 - June 2009
Fidelity Investments January 2006 - July 2008
New England Financial June 2004 - June 2005
Skills
Wills, Trusts, Estate Planning, Legal Writing, Legal Research, Westlaw, Microsoft Office, Insurance, Public Speaking, Contract Negotiation, PowerPoint, Microsoft Excel, Litigation, Microsoft Word, Real Estate, Commercial Litigation, Lexis, LLC, Elder Law, Business Formation, Asset Protection, Estate Administration, Civil Litigation
Education
University of Dayton School of Law 2009 — 2012
J.D.
University of Toledo 2001 — 2005
B.B.A., Financial Services and Business Law
Greenon High School 1997 — 2001
Darien Ernstberger Darien Ernstberger's New England Financial Experience November 2007 - March 2008
Job Tax Specialist at Liberty Tax
Industry Consumer Services
Experience
Liberty Tax December 2011 - Present
LIBERTY TAX SERVICES December 2011 - Present
SLATTERY'S IRISH PUB October 2008 - November 2011
NEW ENGLAND FINANCIAL November 2007 - March 2008
TAHOE MOUNTAIN CLUB December 2006 - October 2007
NORTHSTAR-AT-TAHOE November 2005 - May 2007
Education
UNIVERSITY AT BUFFALO, THE STATE UNIVERSITY OF NEW YORK
Bachelor of Science, Business Administration, Finance Concentration
University at Buffalo
BA Business Administration, Business, Food
Liberty Tax December 2011 - Present
LIBERTY TAX SERVICES December 2011 - Present
SLATTERY'S IRISH PUB October 2008 - November 2011
NEW ENGLAND FINANCIAL November 2007 - March 2008
TAHOE MOUNTAIN CLUB December 2006 - October 2007
NORTHSTAR-AT-TAHOE November 2005 - May 2007
Education
UNIVERSITY AT BUFFALO, THE STATE UNIVERSITY OF NEW YORK
Bachelor of Science, Business Administration, Finance Concentration
University at Buffalo
BA Business Administration, Business, Food
Alicia Heaney Alicia Heaney's New England Financial Experience January 2008 - April 2010
Job Program Manager at BCBSNC
Industry Insurance
Experience
Blue Cross and Blue Shield of North Carolina November 2014 - Present
Blue Cross and Blue Shield of North Carolina May 2013 - November 2014
Blue Cross and Blue Shield of North Carolina July 2010 - May 2013
New England Financial January 2008 - April 2010
Department of the Navy May 2009 - August 2009
Skills
Microsoft Office, Insurance, Health Insurance, Access, Term Life Insurance, Microsoft Excel, SharePoint, Underwriting, Organization, Project Management, Efficiency, Analysis, Negotiation, Process Improvement, Sales, Team Leadership, Customer Service, Risk Management, Budgets, Marketing
Education
University of North Carolina at Chapel Hill 2013 — 2015
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Arts (BA), Economics and Public Policy
West Carteret High School 2002 — 2006
Blue Cross and Blue Shield of North Carolina November 2014 - Present
Blue Cross and Blue Shield of North Carolina May 2013 - November 2014
Blue Cross and Blue Shield of North Carolina July 2010 - May 2013
New England Financial January 2008 - April 2010
Department of the Navy May 2009 - August 2009
Skills
Microsoft Office, Insurance, Health Insurance, Access, Term Life Insurance, Microsoft Excel, SharePoint, Underwriting, Organization, Project Management, Efficiency, Analysis, Negotiation, Process Improvement, Sales, Team Leadership, Customer Service, Risk Management, Budgets, Marketing
Education
University of North Carolina at Chapel Hill 2013 — 2015
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Arts (BA), Economics and Public Policy
West Carteret High School 2002 — 2006
Jeremiah Wong Jeremiah Wong's New England Financial Experience September 2011 - November 2011
Job Financial Reporting Analyst at ZEFR
Industry Internet
Experience
ZEFR March 2014 - Present
Bank of America May 2013 - March 2014
New England Financial September 2011 - November 2011
Hesen & Haslam September 2011 - November 2011
Guess? June 2011 - August 2011
Skills
Word, PowerPoint, Outlook, Microsoft Excel, Data Analysis, Budgets, Project Management, Analysis, Forecasting, Finance, Management, Portfolio Management, Economics
Education
University of California, Los Angeles 2009 — 2012
BA, Economics
ZEFR March 2014 - Present
Bank of America May 2013 - March 2014
New England Financial September 2011 - November 2011
Hesen & Haslam September 2011 - November 2011
Guess? June 2011 - August 2011
Skills
Word, PowerPoint, Outlook, Microsoft Excel, Data Analysis, Budgets, Project Management, Analysis, Forecasting, Finance, Management, Portfolio Management, Economics
Education
University of California, Los Angeles 2009 — 2012
BA, Economics
Alan Z. Givens Alan Z. Givens's New England Financial Experience September 2000 - February 2004
Job Acquisition Business Consultant
Industry Insurance
Experience
Alliance Insurance Intermediaries, LLC October 2007 - Present
Nationwide Insurance Co April 2004 - September 2007
New England Financial September 2000 - February 2004
Givens & Iverson Inc January 1998 - January 2000
Federated Insurance Company November 1990 - March 1998
Skills
Insurance, Property & Casualty..., Commercial Insurance, Mergers & Acquisitions, Leadership, Life Insurance, Employee Benefits, Marketing, Business Planning, Management, Sales, Small Business, Selling, Business Development, Sales Management, Training, Retail, Health Insurance, Fixed Annuities, New Business Development, Real Estate
Education
University of North Alabama 1984 — 1989
B.S, Marketing & Management
Alliance Insurance Intermediaries, LLC October 2007 - Present
Nationwide Insurance Co April 2004 - September 2007
New England Financial September 2000 - February 2004
Givens & Iverson Inc January 1998 - January 2000
Federated Insurance Company November 1990 - March 1998
Skills
Insurance, Property & Casualty..., Commercial Insurance, Mergers & Acquisitions, Leadership, Life Insurance, Employee Benefits, Marketing, Business Planning, Management, Sales, Small Business, Selling, Business Development, Sales Management, Training, Retail, Health Insurance, Fixed Annuities, New Business Development, Real Estate
Education
University of North Alabama 1984 — 1989
B.S, Marketing & Management
Walter Grant, ChFC®, CRPS®, AIF®'s New England Financial Experience 1998 - December 2012
Job Director of Retirement Plan Services at MidSouth Financial Group
Industry Financial Services
Experience
MidSouth Financial Group 2012 - Present
New England Financial 1998 - December 2012
Skills
401k, Strategic Financial..., Retirement, Retirement Planning, Financial Services, Securities, Fixed Annuities, Employee Benefits, Series 6, Disability Insurance, Mutual Funds, Life Insurance, IRAs, Long-term Care, Pensions, Financial Planning
Education
University of Mississippi 1993 — 1997
Accounting
MidSouth Financial Group 2012 - Present
New England Financial 1998 - December 2012
Skills
401k, Strategic Financial..., Retirement, Retirement Planning, Financial Services, Securities, Fixed Annuities, Employee Benefits, Series 6, Disability Insurance, Mutual Funds, Life Insurance, IRAs, Long-term Care, Pensions, Financial Planning
Education
University of Mississippi 1993 — 1997
Accounting
Hector A. Jimenez Hector A. Jimenez's New England Financial Experience January 2007 - August 2008
Job Tax Associate at H&R Block, Inc.
Industry Financial Services
Experience
H&R Block January 2012 - Present
Hector A Jimenez January 2000 - Present
New England Financial January 2007 - August 2008
Education
University of California, Santa Barbara 1998 — 2000
BS, BIO/PSYCH
H&R Block January 2012 - Present
Hector A Jimenez January 2000 - Present
New England Financial January 2007 - August 2008
Education
University of California, Santa Barbara 1998 — 2000
BS, BIO/PSYCH
Kathleen Fatta Kathleen Fatta's New England Financial Experience October 2009 - September 2010
Job Customer Service Specialist at Lornamead
Industry Wholesale
Experience
Lornamead April 2013 - Present
Tony Walker & Co. October 2011 - October 2012
In The Spotlight Marketing, Inc. January 2011 - October 2011
Fashionably Austin Online Magazine April 2010 - January 2011
New England Financial October 2009 - September 2010
Laughin's Buffalo Bistro 2007 - 2009
Skills
Marketing Strategy, Social Media, Blogging, Marketing, Facebook, Event Planning
Education
University at Buffalo 2003 — 2008
Bachelor of Arts, Psychology & Communication
Lornamead April 2013 - Present
Tony Walker & Co. October 2011 - October 2012
In The Spotlight Marketing, Inc. January 2011 - October 2011
Fashionably Austin Online Magazine April 2010 - January 2011
New England Financial October 2009 - September 2010
Laughin's Buffalo Bistro 2007 - 2009
Skills
Marketing Strategy, Social Media, Blogging, Marketing, Facebook, Event Planning
Education
University at Buffalo 2003 — 2008
Bachelor of Arts, Psychology & Communication
Heather Hawk Heather Hawk's New England Financial Experience February 2003 - November 2004
Job Sourcing Specialist at HiTech Solutions
Industry Information Technology and Services
Experience
Hi-Tech Solutions January 2007 - Present
Act-1 March 2006 - January 2007
Staples Business Advantage July 2005 - March 2006
PIP Printing November 2004 - July 2005
New England Financial February 2003 - November 2004
AccuQuote May 2001 - February 2003
Education
University of Illinois at Chicago 1998 — 2002
Hi-Tech Solutions January 2007 - Present
Act-1 March 2006 - January 2007
Staples Business Advantage July 2005 - March 2006
PIP Printing November 2004 - July 2005
New England Financial February 2003 - November 2004
AccuQuote May 2001 - February 2003
Education
University of Illinois at Chicago 1998 — 2002
Brandi (Reid) Williams Brandi (Reid) Williams's New England Financial Experience March 2010 - September 2010
Job Administrative Professional
Industry Higher Education
Experience
Everest College December 2012 - April 2014
Everest College July 2011 - December 2012
The Green House September 2010 - July 2011
WIS International May 2010 - September 2010
New England Financial March 2010 - September 2010
Sports Authority May 2009 - March 2010
Chuck E. Cheese's September 2007 - May 2009
Skills
Customer Service, Clerical Work, Purchasing, Data Entry, 10 Key, File Management, Outlook, Office Management, Time Management, Administrative..., Process Scheduler, Event Planning, Inventory Management, PowerPoint, Microsoft Word, Microsoft Office, Marketing, Human Resources, Training, System Administration, Management, Leadership, CampusVue, Interviews, Student Recruiting, Career Counseling, Enrollment Management, Payroll, Admissions, Administrative...
Education
University of Colorado at Colorado Springs 2007 — 2011
Bachelor's, Psychology/Sociology
Centennial High School 2003 — 2007
Diploma, General, Honors
Everest College December 2012 - April 2014
Everest College July 2011 - December 2012
The Green House September 2010 - July 2011
WIS International May 2010 - September 2010
New England Financial March 2010 - September 2010
Sports Authority May 2009 - March 2010
Chuck E. Cheese's September 2007 - May 2009
Skills
Customer Service, Clerical Work, Purchasing, Data Entry, 10 Key, File Management, Outlook, Office Management, Time Management, Administrative..., Process Scheduler, Event Planning, Inventory Management, PowerPoint, Microsoft Word, Microsoft Office, Marketing, Human Resources, Training, System Administration, Management, Leadership, CampusVue, Interviews, Student Recruiting, Career Counseling, Enrollment Management, Payroll, Admissions, Administrative...
Education
University of Colorado at Colorado Springs 2007 — 2011
Bachelor's, Psychology/Sociology
Centennial High School 2003 — 2007
Diploma, General, Honors
Marc Takenaga, J.D.'s New England Financial Experience February 2004 - February 2006
Job Volunteer Veteran Advocate at U.S. Senior Vets
Industry Insurance
Experience
U.S. Senior Vets October 2010 - Present
Law Office of Marc M. Takenaga March 2007 - Present
Self November 2004 - Present
Self Employed March 2004 - Present
San Diego County Bar Association 2004 - Present
Dunhill Marketing and Insurance Services November 2009 - September 2010
Life Settlement Broker January 2008 - September 2009
New England Financial February 2004 - February 2006
Urban Vision Entertainment August 1998 - August 1999
Skills
Insurance, Estate Planning, Retirement Planning, Veterans Benefits, Retirement Communities
Education
University of San Diego School of Law 1999 — 2002
J.D.
University of California, Los Angeles 1993 — 1998
B.A.
Arlington High School 1990 — 1993
Harrison Elementary School
U.S. Senior Vets October 2010 - Present
Law Office of Marc M. Takenaga March 2007 - Present
Self November 2004 - Present
Self Employed March 2004 - Present
San Diego County Bar Association 2004 - Present
Dunhill Marketing and Insurance Services November 2009 - September 2010
Life Settlement Broker January 2008 - September 2009
New England Financial February 2004 - February 2006
Urban Vision Entertainment August 1998 - August 1999
Skills
Insurance, Estate Planning, Retirement Planning, Veterans Benefits, Retirement Communities
Education
University of San Diego School of Law 1999 — 2002
J.D.
University of California, Los Angeles 1993 — 1998
B.A.
Arlington High School 1990 — 1993
Harrison Elementary School
Alysia Grobe's New England Financial Experience April 2007 - Present
Job Registered Representative
Industry Insurance
Experience
New England Financial April 2007 - Present
Education
University of Alabama 1997 — 2001
Business
New England Financial April 2007 - Present
Education
University of Alabama 1997 — 2001
Business
Chris Youngclaus's New England Financial Experience 1992 - 1997
Job Lead Consultant at Collaborative Consulting
Industry Information Technology and Services
Experience
Collaborative Consulting 2011 - Present
OneShield 2009 - 2011
MetLife 2004 - 2009
Middleware Consulting Group 1997 - 2004
New England Financial 1992 - 1997
Skills
Java, EJB, SOAP, XML, JAXB, Axis2, HTML, JSP, JavaScript, XSLT, Oracle, Java Enterprise Edition, MDB, JSP Tag Libraries, IBM DB2 UDB, SQL Server, Rational Rose, ERwin, IBM WebSphere, MyEclipse, Websphere, Erwin, Rational XDE, Tomcat, DB2, Microsoft SQL Server, Eclipse, SQL, Ant, SOA, Hibernate, UML, Web Services, SDLC, JBoss Application Server, Agile Methodologies, Requirements Analysis, Databases, Software Project..., Web Applications, Business Process, Enterprise Architecture, Scrum, Software Development, PL/SQL, Spring, Struts
Education
University of Massachusetts, Amherst
Bachelor of Science, Computer and Information Sciences
Collaborative Consulting 2011 - Present
OneShield 2009 - 2011
MetLife 2004 - 2009
Middleware Consulting Group 1997 - 2004
New England Financial 1992 - 1997
Skills
Java, EJB, SOAP, XML, JAXB, Axis2, HTML, JSP, JavaScript, XSLT, Oracle, Java Enterprise Edition, MDB, JSP Tag Libraries, IBM DB2 UDB, SQL Server, Rational Rose, ERwin, IBM WebSphere, MyEclipse, Websphere, Erwin, Rational XDE, Tomcat, DB2, Microsoft SQL Server, Eclipse, SQL, Ant, SOA, Hibernate, UML, Web Services, SDLC, JBoss Application Server, Agile Methodologies, Requirements Analysis, Databases, Software Project..., Web Applications, Business Process, Enterprise Architecture, Scrum, Software Development, PL/SQL, Spring, Struts
Education
University of Massachusetts, Amherst
Bachelor of Science, Computer and Information Sciences
Kevin Yang, CPA's New England Financial Experience 2003 - 2004
Job Vice President, Fund Accounting Manager at BNY Mellon
Industry Investment Management
Experience
BNY Mellon November 2012 - Present
Coast Asset Management June 2005 - November 2012
California National Bank 2004 - 2005
Global Realty 2003 - 2004
New England Financial 2003 - 2004
McGladrey & Pullen LLP 1999 - 2003
Northrop Grumman Federal Credit Union 1997 - 1999
Skills
Alternative Investments, Fund Of Funds, Fund Accounting, Hedge Funds, Equities, Financial Analysis
Education
University of California, Santa Barbara
BA, Business Economics with accounting emphasis
BNY Mellon November 2012 - Present
Coast Asset Management June 2005 - November 2012
California National Bank 2004 - 2005
Global Realty 2003 - 2004
New England Financial 2003 - 2004
McGladrey & Pullen LLP 1999 - 2003
Northrop Grumman Federal Credit Union 1997 - 1999
Skills
Alternative Investments, Fund Of Funds, Fund Accounting, Hedge Funds, Equities, Financial Analysis
Education
University of California, Santa Barbara
BA, Business Economics with accounting emphasis
Audra (Sullivan) Aja's New England Financial Experience 2001 - 2005
Job Economic Developer and Strategic Marketer
Industry Marketing and Advertising
Experience
City of Clearwater July 2013 - Present
Chartway Federal Credit Union 2008 - 2013
Chartway Federal Credit Union 2005 - 2008
New England Financial 2001 - 2005
Cardinal Healthcare 1999 - 2001
T. Rowe Price 1997 - 1999
Ticketmaster 1996 - 1997
Skills
Relationship Management, Brand Management, Marketing Communications, Marketing Management, Customer Retention, Banking, Marketing Strategy, Business Development, Strategic Planning, Public Relations, Sales, New Business Development, Marketing, Management, Training, Newsletters, Business Strategy, Analysis, Leadership Development, Recruiting, Project Planning, CRM, B2B, Project Management, Contract Negotiation, Strategy, Coaching, Event Management, Budgets, Operations Management, Leadership, Human Resources, Mobile Marketing, Customer Satisfaction, Social Networking, Fundraising, Negotiation, Event Planning, Social Media, Team Building, Sales Management, Customer Service, Social Media Marketing, Team Leadership, Online Marketing, Program Management, Account Management
Education
University of Florida
BS, Public Relations
La Canada High School
City of Clearwater July 2013 - Present
Chartway Federal Credit Union 2008 - 2013
Chartway Federal Credit Union 2005 - 2008
New England Financial 2001 - 2005
Cardinal Healthcare 1999 - 2001
T. Rowe Price 1997 - 1999
Ticketmaster 1996 - 1997
Skills
Relationship Management, Brand Management, Marketing Communications, Marketing Management, Customer Retention, Banking, Marketing Strategy, Business Development, Strategic Planning, Public Relations, Sales, New Business Development, Marketing, Management, Training, Newsletters, Business Strategy, Analysis, Leadership Development, Recruiting, Project Planning, CRM, B2B, Project Management, Contract Negotiation, Strategy, Coaching, Event Management, Budgets, Operations Management, Leadership, Human Resources, Mobile Marketing, Customer Satisfaction, Social Networking, Fundraising, Negotiation, Event Planning, Social Media, Team Building, Sales Management, Customer Service, Social Media Marketing, Team Leadership, Online Marketing, Program Management, Account Management
Education
University of Florida
BS, Public Relations
La Canada High School
Penn Hudson's New England Financial Experience October 1983 - September 1991
Job Owner, H & H Consulting
Industry Financial Services
Experience
H & H Consulting 1995 - Present
Collie Farm Herbs 2010 - 2011
Dreyfus 1992 - 1994
New England Financial October 1983 - September 1991
Delaware Lead Construction Co, INC 1972 - 1983
Skills
Alternative Investments, Asset Management, Hedge Funds, Investments, Investment Strategies, Asset Allocation, Investment Management, Mutual Funds, Equities, Strategic Planning, Investment Advisory, Private Equity
Education
University of Delaware
B.S
H & H Consulting 1995 - Present
Collie Farm Herbs 2010 - 2011
Dreyfus 1992 - 1994
New England Financial October 1983 - September 1991
Delaware Lead Construction Co, INC 1972 - 1983
Skills
Alternative Investments, Asset Management, Hedge Funds, Investments, Investment Strategies, Asset Allocation, Investment Management, Mutual Funds, Equities, Strategic Planning, Investment Advisory, Private Equity
Education
University of Delaware
B.S
Trisha Gallagher Boisvert's New England Financial Experience 1992 - 1999
Job Sailing Heals, CoFounder & Exec. Dir.
Industry Financial Services
Experience
Sailing Heals, Inc. July 2011 - Present
The Gallagher Group September 2001 - March 2015
Creative Financial Group 1999 - 2001
New England Financial 1992 - 1999
Skills
Business Strategy, Target Marketing, Branding, Market Research, Target Recruiting, Public Speaking, Coaching, strategic planning, Recruiting, Strategic Planning, Retirement Planning, Fixed Annuities, Leadership, Insurance, Business Development, Training, Marketing Communications, Small Business, New Business Development, Marketing, Project Planning, Account Management, Sales, Strategy, Marketing Strategy, Management
Education
University of Massachusetts at Lowell 1987 — 1991
BS, Cognitive Psychology
Suffolk University 1985 — 1987
Congitive Psychology
Papillion High
Sailing Heals, Inc. July 2011 - Present
The Gallagher Group September 2001 - March 2015
Creative Financial Group 1999 - 2001
New England Financial 1992 - 1999
Skills
Business Strategy, Target Marketing, Branding, Market Research, Target Recruiting, Public Speaking, Coaching, strategic planning, Recruiting, Strategic Planning, Retirement Planning, Fixed Annuities, Leadership, Insurance, Business Development, Training, Marketing Communications, Small Business, New Business Development, Marketing, Project Planning, Account Management, Sales, Strategy, Marketing Strategy, Management
Education
University of Massachusetts at Lowell 1987 — 1991
BS, Cognitive Psychology
Suffolk University 1985 — 1987
Congitive Psychology
Papillion High
E. Brian Smith, Jr., CFP ®'s New England Financial Experience 1998 - 2002
Job Smith Financial Group
Industry Financial Services
Experience
Smith Financial Group March 2011 - Present
New England Financial 1998 - 2002
Skills
Insurance
Education
University of Florida 1987 — 1992
BA, Political Science
Smith Financial Group March 2011 - Present
New England Financial 1998 - 2002
Skills
Insurance
Education
University of Florida 1987 — 1992
BA, Political Science
Susan Horton's New England Financial Experience 1994 - 1998
Job Lead Assessment Designer at Assessment Forge, LLC
Industry Human Resources
Experience
Assessment Forge, LLC August 2010 - Present
Dextrys June 2010 - Present
Independent Contractor 2003 - Present
OneBeacon Insurance March 2003 - July 2011
Veritude January 2006 - May 2010
Performance Technology Associates April 2009 - August 2009
CDI Professional Services June 2003 - December 2005
Allmerica Financial 1998 - 2002
New England Financial 1994 - 1998
Skills
Instructional Design, E-Learning, Training, Training Delivery, Program Management, Business Process, Management, Instructor-led Training, Captivate, Performance Management, Learning Management, ADDIE, Leadership, Human Resources, Organizational Design, Needs Analysis, Project Management, Organizational..., Performance Consulting, Employee Training, Blended Learning
Education
University of Maryland University College
Certificate, Distance Education
University of Rhode Island
BA, Psychology
Assessment Forge, LLC August 2010 - Present
Dextrys June 2010 - Present
Independent Contractor 2003 - Present
OneBeacon Insurance March 2003 - July 2011
Veritude January 2006 - May 2010
Performance Technology Associates April 2009 - August 2009
CDI Professional Services June 2003 - December 2005
Allmerica Financial 1998 - 2002
New England Financial 1994 - 1998
Skills
Instructional Design, E-Learning, Training, Training Delivery, Program Management, Business Process, Management, Instructor-led Training, Captivate, Performance Management, Learning Management, ADDIE, Leadership, Human Resources, Organizational Design, Needs Analysis, Project Management, Organizational..., Performance Consulting, Employee Training, Blended Learning
Education
University of Maryland University College
Certificate, Distance Education
University of Rhode Island
BA, Psychology
James Medeiros's New England Financial Experience 1980 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 2001 - 2008
New England Financial 1980 - 2000
Education
University of Massachusetts, Amherst 1960 — 1964
Fidelity Investments 2001 - 2008
New England Financial 1980 - 2000
Education
University of Massachusetts, Amherst 1960 — 1964
Andria Berk's New England Financial Experience 2000 - 2003
Job Human Resources/Office Manager at HighVista Strategies
Industry Investment Management
Experience
HighVista Strategies July 2005 - Present
Banana Republic 2003 - 2005
New England Financial 2000 - 2003
Skills
Social Media, Event Planning, Microsoft Office, Marketing Strategy, PowerPoint, Email Marketing, Microsoft Excel, Marketing, Strategic Planning, Performance Reviews
Education
University of California, Santa Barbara 1995 — 1999
Bachelor of Arts (BA)
HighVista Strategies July 2005 - Present
Banana Republic 2003 - 2005
New England Financial 2000 - 2003
Skills
Social Media, Event Planning, Microsoft Office, Marketing Strategy, PowerPoint, Email Marketing, Microsoft Excel, Marketing, Strategic Planning, Performance Reviews
Education
University of California, Santa Barbara 1995 — 1999
Bachelor of Arts (BA)
Jayakanthan Palani's New England Financial Experience June 2000 - March 2004
Job Computer Software Professional
Industry Information Technology and Services
Experience
Cloud, DW, Mobile, Middleware Comprehensive Training January 2008 - July 2013
Pride Technologies September 2006 - June 2007
KEANE April 2004 - January 2006
New England Financial June 2000 - March 2004
Ciber March 1999 - May 2000
KEANE February 1998 - January 1999
STS International Inc July 1996 - January 1998
Skills
Enterprise Architecture, Data Warehousing, Oracle, Java, XML, Dojo, HTML 5, CSS3, JavaScript, jQuery, Spring Integration, COBOLII, VSAM, CICS, DB2, IMS data, JCL, C++, PL/SQL, Hibernate 3.1, JSP, Servlets, J2EE Web Services, Eclipse, WebSphere MQ, Weblogic, IBM HTTP Server, UML, Tomcat, Jazz, IBM Rational Rhapsody, Rational DOORS, Rational Team Concert, Mobile Applications, Cloud Computing, Linux, Unix, Windows, z/OS, iOS, Android SDK, Business Intelligence, Business Process..., Microsoft SQL Server, Netezza, Cognos, Jasper Reports, Business Objects, Oracle Fusion Middleware, JBoss Application Server
Education
University of Madras 1986 — 1990
Bachelor of Science (BSc), Mathematics and Computer Science, First Class
Cloud, DW, Mobile, Middleware Comprehensive Training January 2008 - July 2013
Pride Technologies September 2006 - June 2007
KEANE April 2004 - January 2006
New England Financial June 2000 - March 2004
Ciber March 1999 - May 2000
KEANE February 1998 - January 1999
STS International Inc July 1996 - January 1998
Skills
Enterprise Architecture, Data Warehousing, Oracle, Java, XML, Dojo, HTML 5, CSS3, JavaScript, jQuery, Spring Integration, COBOLII, VSAM, CICS, DB2, IMS data, JCL, C++, PL/SQL, Hibernate 3.1, JSP, Servlets, J2EE Web Services, Eclipse, WebSphere MQ, Weblogic, IBM HTTP Server, UML, Tomcat, Jazz, IBM Rational Rhapsody, Rational DOORS, Rational Team Concert, Mobile Applications, Cloud Computing, Linux, Unix, Windows, z/OS, iOS, Android SDK, Business Intelligence, Business Process..., Microsoft SQL Server, Netezza, Cognos, Jasper Reports, Business Objects, Oracle Fusion Middleware, JBoss Application Server
Education
University of Madras 1986 — 1990
Bachelor of Science (BSc), Mathematics and Computer Science, First Class
Cindy Neumann's New England Financial Experience October 1996 - December 2000
Job Disability Supervisor at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group May 2006 - Present
Mutual of Omaha January 2001 - November 2005
New England Financial October 1996 - December 2000
Education
University of Nebraska at Omaha
Education
Lincoln Financial Group May 2006 - Present
Mutual of Omaha January 2001 - November 2005
New England Financial October 1996 - December 2000
Education
University of Nebraska at Omaha
Education
Chuck Casella's New England Financial Experience 1989 - 2003
Job Director at Clinical Trial Data Services
Industry Public Safety
Experience
medford fire dept DirectorClinical Trial Data ServicesAugust 2006 - Present
New England Financial 1989 - 2003
Education
Umass
medford fire dept DirectorClinical Trial Data ServicesAugust 2006 - Present
New England Financial 1989 - 2003
Education
Umass
David Bolanos's New England Financial Experience September 2006 - December 2007
Job Wealth Advisor at Wealth Management Group LLC
Industry Investment Management
Experience
Wealth Management Group LLC December 2007 - Present
New England Financial September 2006 - December 2007
Skills
Investments, Wealth Management, Financial Analysis, Life Insurance, Series 63, Wealth Management..., Estate Planning, Consulting, Portfolio Management, Financial Services, Fixed Annuities, Retirement Planning, Securities, Insurance, Retirement, Disability Insurance
Education
University of Iowa
Wealth Management Group LLC December 2007 - Present
New England Financial September 2006 - December 2007
Skills
Investments, Wealth Management, Financial Analysis, Life Insurance, Series 63, Wealth Management..., Estate Planning, Consulting, Portfolio Management, Financial Services, Fixed Annuities, Retirement Planning, Securities, Insurance, Retirement, Disability Insurance
Education
University of Iowa
Scott Mandell's New England Financial Experience 2002 - 2003
Job Principal at EY
Industry Financial Services
Experience
EY January 2006 - Present
National Futures Association 2003 - 2005
New England Financial 2002 - 2003
Accenture 2000 - 2002
Education
University of Florida 1997 — 2000
BSBA, Finance
EY January 2006 - Present
National Futures Association 2003 - 2005
New England Financial 2002 - 2003
Accenture 2000 - 2002
Education
University of Florida 1997 — 2000
BSBA, Finance
Mary Susan Bradley's New England Financial Experience 1980 - 1989
Job Vice President and Senior A&H Underwriter at Sirius America
Industry Financial Services
Experience
Sirius America Insurance Company July 2011 - Present
General Re Life Corporation July 1999 - July 2011
Swiss Re Life & Health April 1998 - July 1999
American Bankers Insurance Group 1989 - 1996
New England Financial 1980 - 1989
Skills
Underwriting, Financial Risk, Strategic Planning, Property & Casualty..., Health Insurance, Insurance, Risk Management, Reinsurance, Customer Service, Claim, Employee Benefits, Fixed Annuities, Casualty, Brokers, Life Insurance, Business Development, Actuarial Science, Commercial Insurance, Analysis, New Business Development, Workers Compensation, Mergers & Acquisitions, Account Management
Education
University of Miami - School of Business 1996 — 1998
MBA
Sirius America Insurance Company July 2011 - Present
General Re Life Corporation July 1999 - July 2011
Swiss Re Life & Health April 1998 - July 1999
American Bankers Insurance Group 1989 - 1996
New England Financial 1980 - 1989
Skills
Underwriting, Financial Risk, Strategic Planning, Property & Casualty..., Health Insurance, Insurance, Risk Management, Reinsurance, Customer Service, Claim, Employee Benefits, Fixed Annuities, Casualty, Brokers, Life Insurance, Business Development, Actuarial Science, Commercial Insurance, Analysis, New Business Development, Workers Compensation, Mergers & Acquisitions, Account Management
Education
University of Miami - School of Business 1996 — 1998
MBA
Tim Lorang, CIC's New England Financial Experience January 2002 - April 2007
Job Insurance Producer
Industry Insurance
Experience
Elite Insurance Services, Inc August 2012 - Present
NP Dodge Insurance Agency, Inc April 2010 - August 2012
Mid America Financial September 2007 - August 2011
Nebraska Roofing Compnay of Omaha April 2004 - December 2007
New England Financial January 2002 - April 2007
Skills
Insurance, Commercial Insurance, Employee Benefits, Casualty, Finance, Small Business, Sales, Customer Service, Disability Insurance, Team Building, Life Insurance, Fixed Annuities, Whole Life Insurance, The Lving Balance Sheet
Education
The National Alliance
Certified Insurance Counselor, CIC
American College 2007 — 2009
University of Nebraska-Lincoln 1998 — 2001
Business Administration
Elite Insurance Services, Inc August 2012 - Present
NP Dodge Insurance Agency, Inc April 2010 - August 2012
Mid America Financial September 2007 - August 2011
Nebraska Roofing Compnay of Omaha April 2004 - December 2007
New England Financial January 2002 - April 2007
Skills
Insurance, Commercial Insurance, Employee Benefits, Casualty, Finance, Small Business, Sales, Customer Service, Disability Insurance, Team Building, Life Insurance, Fixed Annuities, Whole Life Insurance, The Lving Balance Sheet
Education
The National Alliance
Certified Insurance Counselor, CIC
American College 2007 — 2009
University of Nebraska-Lincoln 1998 — 2001
Business Administration
Cathie Brower's New England Financial Experience January 2004 - December 2006
Job Financial Advisor at Cornerstone Financial Partners, Ltd
Industry Financial Services
Experience
CLB Insurance and Financial Services, Inc., An Affiliate of Cornerstone Financial Partners, Ltd. December 2006 - Present
New England Financial January 2004 - December 2006
American Express Financial Advisors 2003 - 2003
Skills
Long-term Care, Insurance, Long Term Care, Disability Insurance
Education
Long Beach City College 1981 — 1983
AA, General
University of Nevada-Las Vegas
CLB Insurance and Financial Services, Inc., An Affiliate of Cornerstone Financial Partners, Ltd. December 2006 - Present
New England Financial January 2004 - December 2006
American Express Financial Advisors 2003 - 2003
Skills
Long-term Care, Insurance, Long Term Care, Disability Insurance
Education
Long Beach City College 1981 — 1983
AA, General
University of Nevada-Las Vegas
Lisa Wolowacki's New England Financial Experience 1987 - 1996
Job Senior Director, North America Shared Services
Industry Medical Devices
Experience
Medtronic January 2013 - Present
Covidien July 2011 - December 2012
Covidien January 2010 - July 2011
Putnam Investments August 1996 - December 2009
The New England (Metropolitan) June 1987 - August 1996
New England Financial 1987 - 1996
Skills
Cross-functional Team..., Operational Excellence, Vendor Management, Operations Management, Process Improvement, Leadership, Performance Management, Customer Service, Six Sigma, Call Centers, Contract Negotiation, Training, Strategy, Management, Project Management, Change Management, Strategic Planning
Education
University of Massachusetts Lowell
BS, Business Administration
Medtronic January 2013 - Present
Covidien July 2011 - December 2012
Covidien January 2010 - July 2011
Putnam Investments August 1996 - December 2009
The New England (Metropolitan) June 1987 - August 1996
New England Financial 1987 - 1996
Skills
Cross-functional Team..., Operational Excellence, Vendor Management, Operations Management, Process Improvement, Leadership, Performance Management, Customer Service, Six Sigma, Call Centers, Contract Negotiation, Training, Strategy, Management, Project Management, Change Management, Strategic Planning
Education
University of Massachusetts Lowell
BS, Business Administration
Susan Bumstead Chanley's New England Financial Experience January 1993 - January 1995
Job Media and Communications Consultant
Industry Public Relations and Communications
Experience
CRYSTAL COMMUNICATIONS GROUP January 2002 - Present
John Hancock Financial Network/Signator 2002 - 2014
John Hancock Financial Network/Signator 2002 - 2014
Crystal Communications Group 2001 - 2014
New England Financial/MetLife May 1985 - May 2002
New England Financial January 1993 - January 1995
New England Financial January 1991 - January 1993
New England Financial January 1987 - January 1991
New England Financial January 1985 - January 1987
Skills
Marketing Communications, Public Relations, Press Releases, Corporate Communications, Strategic Communications, Insurance, Copywriting, Media Relations, Marketing, Advertising, Financial Services, Blogging, Public Speaking, Web Content, Management
Education
University of New Hampshire
Bachelor of Arts degree, Communications
CRYSTAL COMMUNICATIONS GROUP January 2002 - Present
John Hancock Financial Network/Signator 2002 - 2014
John Hancock Financial Network/Signator 2002 - 2014
Crystal Communications Group 2001 - 2014
New England Financial/MetLife May 1985 - May 2002
New England Financial January 1993 - January 1995
New England Financial January 1991 - January 1993
New England Financial January 1987 - January 1991
New England Financial January 1985 - January 1987
Skills
Marketing Communications, Public Relations, Press Releases, Corporate Communications, Strategic Communications, Insurance, Copywriting, Media Relations, Marketing, Advertising, Financial Services, Blogging, Public Speaking, Web Content, Management
Education
University of New Hampshire
Bachelor of Arts degree, Communications
Brandon Apsell's New England Financial Experience May 2005 - September 2007
Job Financial Advisor at Edward Jones
Industry Facilities Services
Experience
Edward Jones June 2012 - Present
The Apsell Company LLC. February 2010 - March 2012
CIGNA Healthcare October 2006 - March 2009
New England Financial May 2005 - September 2007
Skills
Health Insurance, Health Savings Accounts, Disability Insurance, Long-term Care, Insurance, Employee Benefits, Term Life Insurance, Dentistry, Retirement, Underwriting, Healthcare, Strategic Financial..., Small Business, Sales, Account Management, Miller Heiman Sales...
Education
University of Arizona 1992 — 1996
Bachelor of Arts (B.A.), Communication and Media Studies
Edward Jones June 2012 - Present
The Apsell Company LLC. February 2010 - March 2012
CIGNA Healthcare October 2006 - March 2009
New England Financial May 2005 - September 2007
Skills
Health Insurance, Health Savings Accounts, Disability Insurance, Long-term Care, Insurance, Employee Benefits, Term Life Insurance, Dentistry, Retirement, Underwriting, Healthcare, Strategic Financial..., Small Business, Sales, Account Management, Miller Heiman Sales...
Education
University of Arizona 1992 — 1996
Bachelor of Arts (B.A.), Communication and Media Studies
Sergey Rubin's New England Financial Experience April 2010 - March 2011
Job Senior Manager at CVS Caremark Corporation
Industry Pharmaceuticals
Experience
CVS Caremark Corporation March 2011 - Present
CVS Caremark March 2012 - March 2013
CVS Caremark March 2011 - March 2012
New England Financial April 2010 - March 2011
Skills
Analytics, Outcomes Reporting, Opportunity Modeling, SAS, SQL, Enterprise Guide, Management, Data Warehousing, Finance, SAS programming, Training, Data Management, Team Management
Education
University of Illinois at Chicago 2004 — 2008
Bachelor of Science (BS), Finance and minor in Econ
CVS Caremark Corporation March 2011 - Present
CVS Caremark March 2012 - March 2013
CVS Caremark March 2011 - March 2012
New England Financial April 2010 - March 2011
Skills
Analytics, Outcomes Reporting, Opportunity Modeling, SAS, SQL, Enterprise Guide, Management, Data Warehousing, Finance, SAS programming, Training, Data Management, Team Management
Education
University of Illinois at Chicago 2004 — 2008
Bachelor of Science (BS), Finance and minor in Econ
Taylor Janney's New England Financial Experience August 2008 - June 2009
Job Customer Technology Marketing Analyst at UPS
Industry Package/Freight Delivery
Experience
UPS June 2014 - Present
Conitex-Sonoco September 2013 - December 2013
DHL May 2013 - August 2013
El Otro Lado Del Rio February 2013 - May 2013
Nelson Mullins January 2011 - May 2012
American Cultural Association September 2009 - December 2010
New England Financial August 2008 - June 2009
Lanier Parking Solutions November 2005 - September 2006
Atlanta Spirit LLC September 2005 - April 2006
Atlanta Streetcar Project August 2005 - November 2005
Skills
Microsoft Office, Financial Analysis, Public Speaking, Account Management, Competitive Analysis, Contract Negotiation, Government, Negotiation, New Business Development, PowerPoint, Project Planning, Public Relations, Research, Sales, Team Leadership, Teamwork, Time Management, Training
Education
University of South Carolina - The Moore School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Business Analytics & Marketing, GPA 3.8
Instituto Tecnológico Estudios Superiores de Monterrey 2013 — 2013
Spanish Language Training, GPA 4.0
University of Virginia 2001 — 2005
Bachelor's Degree, History, GPA 3.1
Université Jean Moulin (Lyon III) 2003 — 2003
French Language Training, GPA 4.0
UPS June 2014 - Present
Conitex-Sonoco September 2013 - December 2013
DHL May 2013 - August 2013
El Otro Lado Del Rio February 2013 - May 2013
Nelson Mullins January 2011 - May 2012
American Cultural Association September 2009 - December 2010
New England Financial August 2008 - June 2009
Lanier Parking Solutions November 2005 - September 2006
Atlanta Spirit LLC September 2005 - April 2006
Atlanta Streetcar Project August 2005 - November 2005
Skills
Microsoft Office, Financial Analysis, Public Speaking, Account Management, Competitive Analysis, Contract Negotiation, Government, Negotiation, New Business Development, PowerPoint, Project Planning, Public Relations, Research, Sales, Team Leadership, Teamwork, Time Management, Training
Education
University of South Carolina - The Moore School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Business Analytics & Marketing, GPA 3.8
Instituto Tecnológico Estudios Superiores de Monterrey 2013 — 2013
Spanish Language Training, GPA 4.0
University of Virginia 2001 — 2005
Bachelor's Degree, History, GPA 3.1
Université Jean Moulin (Lyon III) 2003 — 2003
French Language Training, GPA 4.0
John Cahill, CLU, ChFC, CFP's New England Financial Experience February 2000 - February 2001
Job Retired
Industry Insurance
Experience
John Hancock Life Insurance Company (U.S.A.) August 2010 - March 2011
Lincoln Financial Group February 2010 - May 2010
Metropolitan Life Insurance Company March 2006 - July 2009
John Hancock Life Insurance Company (U.S.A.) February 2001 - March 2006
New England Financial February 2000 - February 2001
Amica February 1999 - February 2000
Metropolitan Life June 1996 - January 1999
Sun Life Financial 1984 - 1996
Skills
Life Insurance, Product Management
Education
University of New Haven
B.S
John Hancock Life Insurance Company (U.S.A.) August 2010 - March 2011
Lincoln Financial Group February 2010 - May 2010
Metropolitan Life Insurance Company March 2006 - July 2009
John Hancock Life Insurance Company (U.S.A.) February 2001 - March 2006
New England Financial February 2000 - February 2001
Amica February 1999 - February 2000
Metropolitan Life June 1996 - January 1999
Sun Life Financial 1984 - 1996
Skills
Life Insurance, Product Management
Education
University of New Haven
B.S
Chad Colpitts's New England Financial Experience January 2002 - January 2005
Job Registered Representative
Industry Financial Services
Experience
Santander Investment Services November 2012 - December 2014
Independent Financial Advisor April 2008 - October 2012
Santander Investment Services January 2005 - March 2008
New England Financial January 2002 - January 2005
Education
University of Massachusetts, Amherst 1994 — 1998
BS, Finance
Santander Investment Services November 2012 - December 2014
Independent Financial Advisor April 2008 - October 2012
Santander Investment Services January 2005 - March 2008
New England Financial January 2002 - January 2005
Education
University of Massachusetts, Amherst 1994 — 1998
BS, Finance
Cecilia Jativa-McKim's New England Financial Experience 1998 - 2000
Job NBCUniversal / Telemundo
Industry Entertainment
Experience
Radio Disney June 2013 - Present
Univision Communications Inc. 2006 - June 2013
Dees Entertainment 2000 - 2006
New England Financial 1998 - 2000
Skills
Sponsorship, Social Media Marketing, Event Management, Broadcast, Entertainment, Advertising, Social Media, Event Planning, Public Relations, Television, Media Relations, Digital Media, Integrated Marketing, Radio, Marketing Communications, Media Planning, Video, New Media, Video Production
Education
University of La Verne
Radio Disney June 2013 - Present
Univision Communications Inc. 2006 - June 2013
Dees Entertainment 2000 - 2006
New England Financial 1998 - 2000
Skills
Sponsorship, Social Media Marketing, Event Management, Broadcast, Entertainment, Advertising, Social Media, Event Planning, Public Relations, Television, Media Relations, Digital Media, Integrated Marketing, Radio, Marketing Communications, Media Planning, Video, New Media, Video Production
Education
University of La Verne
Linda Knudsen's New England Financial Experience 1990 - 1995
Job Corporate Director, Office of Diversity, Baptist Health South Florida
Industry Hospital & Health Care
Experience
Baptist Health South Florida located in Miami, Florida April 2013 - Present
Baptist Health South Florida January 2012 - April 2013
Baptist Health South Florida 1995 - April 2013
New England Financial 1990 - 1995
LinRob Marketing 1987 - 1990
VIP Elastomerics 1982 - 1987
Skills
Advertising, Business, Event Planning, Healthcare, Public Relations, Publicity, Marketing Strategy, Marketing, Fundraising, Copywriting, Social Media Marketing, Public Speaking, Strategic Planning, Marketing Communications, Non-profits, Email Marketing, Nonprofits, Press Releases, Strategy, Media Relations, Integrated Marketing, Brand Development, Online Marketing, Social Media, Account Management, Leadership, Budgets, Direct Marketing, Strategic Communications, Social Networking, Event Management, Digital Marketing, Sponsorship, Program Management, Market Research, Corporate Communications, Newsletters, Business Development, Online Advertising, Media Planning, Marketing Research, Team Building, New Business Development, Marketing Management, Leadership Development, Management, Entrepreneurship, Community Development, Market Planning, Spanish
Education
University of Miami
Bachelor of Arts, Commercial Art Major with Spanish Minor
Baptist Health South Florida located in Miami, Florida April 2013 - Present
Baptist Health South Florida January 2012 - April 2013
Baptist Health South Florida 1995 - April 2013
New England Financial 1990 - 1995
LinRob Marketing 1987 - 1990
VIP Elastomerics 1982 - 1987
Skills
Advertising, Business, Event Planning, Healthcare, Public Relations, Publicity, Marketing Strategy, Marketing, Fundraising, Copywriting, Social Media Marketing, Public Speaking, Strategic Planning, Marketing Communications, Non-profits, Email Marketing, Nonprofits, Press Releases, Strategy, Media Relations, Integrated Marketing, Brand Development, Online Marketing, Social Media, Account Management, Leadership, Budgets, Direct Marketing, Strategic Communications, Social Networking, Event Management, Digital Marketing, Sponsorship, Program Management, Market Research, Corporate Communications, Newsletters, Business Development, Online Advertising, Media Planning, Marketing Research, Team Building, New Business Development, Marketing Management, Leadership Development, Management, Entrepreneurship, Community Development, Market Planning, Spanish
Education
University of Miami
Bachelor of Arts, Commercial Art Major with Spanish Minor
Eric Jou's New England Financial Experience March 2002 - August 2004
Job Complex Risk Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
MetLife May 2007 - July 2014
New England Financial March 2002 - August 2004
John Hancock Financial Services October 2001 - March 2002
Skills
Compliance, FINRA, Series 24, Series 7, Series 63, Series 55, Securities, Insurance, SEC, Suitability Analysis, Risk Management, AML, Correspondence Analysis, ERISA, HIPAA, Financial Markets, Back Office, Office Equipment, Retirement Planning, Life Insurance, Fixed Annuities, Disability Insurance, Project Management
Education
University of North Carolina at Charlotte
Morgan Stanley October 2014 - Present
MetLife May 2007 - July 2014
New England Financial March 2002 - August 2004
John Hancock Financial Services October 2001 - March 2002
Skills
Compliance, FINRA, Series 24, Series 7, Series 63, Series 55, Securities, Insurance, SEC, Suitability Analysis, Risk Management, AML, Correspondence Analysis, ERISA, HIPAA, Financial Markets, Back Office, Office Equipment, Retirement Planning, Life Insurance, Fixed Annuities, Disability Insurance, Project Management
Education
University of North Carolina at Charlotte
William (Bill) Palmer's New England Financial Experience 1998 - 2001
Job Nonqualified Executive Benefits with emphasis in Healthcare Industry
Industry Financial Services
Experience
Nolan Financial March 2012 - Present
Stratford Fidelity May 2007 - December 2010
Integrated Healthcare Strategies October 2007 - January 2009
John Hancock Financial Network 2003 - 2007
MetLife Investors 2001 - 2003
New England Financial 1998 - 2001
Skills
Mergers, Start-ups, Turn Around Management, Growth Strategies, Management Consulting, Coaching, Strategic Planning, Management, Organizational...
Education
University of Arizona 1962 — 1967
Bachelor of Science (BS), Insurance and Finance
Nolan Financial March 2012 - Present
Stratford Fidelity May 2007 - December 2010
Integrated Healthcare Strategies October 2007 - January 2009
John Hancock Financial Network 2003 - 2007
MetLife Investors 2001 - 2003
New England Financial 1998 - 2001
Skills
Mergers, Start-ups, Turn Around Management, Growth Strategies, Management Consulting, Coaching, Strategic Planning, Management, Organizational...
Education
University of Arizona 1962 — 1967
Bachelor of Science (BS), Insurance and Finance
Jens Lammers's New England Financial Experience July 1988 - July 1998
Job Principal Consultant, Performance Engineering at Collaborative Consulting
Industry Information Technology and Services
Experience
Collaborative Consulting July 2012 - Present
Sun Life Financial 2011 - March 2012
Sun Life Financial 2010 - 2011
Sun Life Financial 2005 - 2010
Sun Life Financial 2003 - 2005
Sun Life Financial 2000 - 2003
Sun Life Financial 1998 - 2000
New England Financial July 1988 - July 1998
Skills
Software Engineering, Organizational..., Release Engineering, Performance Testing, Automation, Data Management, Web Development, Distributed Systems, Vendor Management, IT Outsourcing, Application Development, SDLC, Enterprise Architecture, IT Management, Outsourcing, SQL, SQL Server, Databases, Agile, Process Improvement, IT Strategy, Team Leadership, Change Management, Offshoring, Data Quality, Java, Crystal Reports, Team Building, Disaster Recovery, Analysis, Software Development, People Management, Systems Analysis, Web Services, Solution Design
Education
University of Massachusetts, Amherst
Bachelor of Science, Computer Science
University of Massachusetts, Amherst
Bachelor of Science, Mathematics
Collaborative Consulting July 2012 - Present
Sun Life Financial 2011 - March 2012
Sun Life Financial 2010 - 2011
Sun Life Financial 2005 - 2010
Sun Life Financial 2003 - 2005
Sun Life Financial 2000 - 2003
Sun Life Financial 1998 - 2000
New England Financial July 1988 - July 1998
Skills
Software Engineering, Organizational..., Release Engineering, Performance Testing, Automation, Data Management, Web Development, Distributed Systems, Vendor Management, IT Outsourcing, Application Development, SDLC, Enterprise Architecture, IT Management, Outsourcing, SQL, SQL Server, Databases, Agile, Process Improvement, IT Strategy, Team Leadership, Change Management, Offshoring, Data Quality, Java, Crystal Reports, Team Building, Disaster Recovery, Analysis, Software Development, People Management, Systems Analysis, Web Services, Solution Design
Education
University of Massachusetts, Amherst
Bachelor of Science, Computer Science
University of Massachusetts, Amherst
Bachelor of Science, Mathematics
Davis Talmage's New England Financial Experience January 2008 - June 2009
Job Financial Planner at LPL Financial
Industry Investment Management
Experience
Talmage Financial Group June 2009 - Present
LPL Financial June 2009 - Present
Merrill Insurance Group October 2014 - Present
Pruett Williams Insurance January 2011 - September 2014
New England Financial January 2008 - June 2009
Skills
Retirement Planning, Investments, Insurance, Estate Planning, Life Insurance, Wealth Management, Long-term Care, Disability Insurance, Strategic Financial..., Asset Managment, Investment Advisory..., Fixed Annuities, Asset Management, Securities, Wealth Accumulation..., Wealth Preservation..., Fixed Income Strategies, IRAs, 401k Rollovers, Tactical Asset..., 529 Plans, Retirement Plan..., Individual Pension Plans, Qualified Retirement..., Financial Planners, Property & Casualty..., Commercial Insurance, Mutual Funds, Equities, Bonds, 401k, Pensions, Variable Annuities, Small Business, Long Term Care Insurance, Finance, Term Life Insurance
Education
University of Florida
Bachelors
Talmage Financial Group June 2009 - Present
LPL Financial June 2009 - Present
Merrill Insurance Group October 2014 - Present
Pruett Williams Insurance January 2011 - September 2014
New England Financial January 2008 - June 2009
Skills
Retirement Planning, Investments, Insurance, Estate Planning, Life Insurance, Wealth Management, Long-term Care, Disability Insurance, Strategic Financial..., Asset Managment, Investment Advisory..., Fixed Annuities, Asset Management, Securities, Wealth Accumulation..., Wealth Preservation..., Fixed Income Strategies, IRAs, 401k Rollovers, Tactical Asset..., 529 Plans, Retirement Plan..., Individual Pension Plans, Qualified Retirement..., Financial Planners, Property & Casualty..., Commercial Insurance, Mutual Funds, Equities, Bonds, 401k, Pensions, Variable Annuities, Small Business, Long Term Care Insurance, Finance, Term Life Insurance
Education
University of Florida
Bachelors
Christine Kelley-Melanson's New England Financial Experience 2000 - 2001
Job Consultant at IsaGenix
Industry Information Technology and Services
Experience
IsaGenix September 2014 - Present
Enterprise Iron Financial Industry Solutions, Inc. January 2014 - Present
ASA June 2012 - January 2014
ING May 2001 - January 2012
Citistreet May 2001 - January 2012
New England Financial 2000 - 2001
Putnam 1989 - 2000
Skills
Six Sigma Green Belt, Certificate in Project..., SDLC, Business Analysis, Process Improvement, Vendor Management, Visio, Change Management, Requirements Analysis, Outsourcing, Relationship Management, PMP, Program Management, SharePoint, Business Requirements, Business Process..., Operations Management, Requirements Gathering, Testing, Project Management
Education
University of Massachusetts Boston 1988 — 1992
IsaGenix September 2014 - Present
Enterprise Iron Financial Industry Solutions, Inc. January 2014 - Present
ASA June 2012 - January 2014
ING May 2001 - January 2012
Citistreet May 2001 - January 2012
New England Financial 2000 - 2001
Putnam 1989 - 2000
Skills
Six Sigma Green Belt, Certificate in Project..., SDLC, Business Analysis, Process Improvement, Vendor Management, Visio, Change Management, Requirements Analysis, Outsourcing, Relationship Management, PMP, Program Management, SharePoint, Business Requirements, Business Process..., Operations Management, Requirements Gathering, Testing, Project Management
Education
University of Massachusetts Boston 1988 — 1992
Brad Whitman's New England Financial Experience May 2001 - February 2005
Job General Agent
Industry Insurance
Experience
Central Financial Group February 2005 - Present
Aviva USA 2005 - Present
New England Financial May 2001 - February 2005
Prudential Financial 1999 - 2001
Skills
Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Retirement, Financial Services, Investments, Term Life Insurance, Financial Planning, Disability Insurance
Education
University of Iowa 1985 — 1990
BA, Economics
Central Financial Group February 2005 - Present
Aviva USA 2005 - Present
New England Financial May 2001 - February 2005
Prudential Financial 1999 - 2001
Skills
Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Retirement, Financial Services, Investments, Term Life Insurance, Financial Planning, Disability Insurance
Education
University of Iowa 1985 — 1990
BA, Economics
Carol (Moran) Cardozo, CPA's New England Financial Experience 1988 - 1991
Job Chief Financial Officer at Caritas Communities, Inc.
Industry Accounting
Experience
Caritas Communities, Inc. October 2012 - Present
Morgan Memorial Goodwill Industries March 2011 - October 2012
Commonwealth of Massachusetts 2008 - 2011
MetLife Financial Services 2006 - 2008
Boston Housing Authority 1999 - 2006
Homeowner's Rehab 1996 - 1999
Interplan, Inc., dba the The 401(k) Company 1991 - 1994
New England Financial 1988 - 1991
Coopers & Lybrand 1985 - 1988
Skills
Managerial Finance, Accounting, Mergers, Financial Reporting, Financial Analysis, Non-profits, GAAP, Nonprofits, Forecasting, Internal Controls, Tax, Auditing, Strategic Financial..., Due Diligence, General Ledger, Financial Planning
Education
University of New Orleans 1979 — 1985
B.S., Accounting
Caritas Communities, Inc. October 2012 - Present
Morgan Memorial Goodwill Industries March 2011 - October 2012
Commonwealth of Massachusetts 2008 - 2011
MetLife Financial Services 2006 - 2008
Boston Housing Authority 1999 - 2006
Homeowner's Rehab 1996 - 1999
Interplan, Inc., dba the The 401(k) Company 1991 - 1994
New England Financial 1988 - 1991
Coopers & Lybrand 1985 - 1988
Skills
Managerial Finance, Accounting, Mergers, Financial Reporting, Financial Analysis, Non-profits, GAAP, Nonprofits, Forecasting, Internal Controls, Tax, Auditing, Strategic Financial..., Due Diligence, General Ledger, Financial Planning
Education
University of New Orleans 1979 — 1985
B.S., Accounting
David Medeiros's New England Financial Experience June 1993 - June 1998
Job Director Derivatives Operations at Delaware Life Insurance Company (Formerly Sun Life Insurance Company of Canada (US))
Industry Financial Services
Experience
Delaware Life Insurance Company August 2013 - Present
Sun Life Financial November 2007 - August 2013
Colony Capital April 2005 - April 2007
Balboa Insurance Group December 2003 - March 2005
Pacific Life November 1998 - November 2003
New England Financial June 1993 - June 1998
Skills
Derivatives, Investments, Financial Analysis, Accounting, Financial Reporting, Securities Lending, Fund Accounting, Securities, Corporate Finance, Fixed Income, Valuation, Equities, GAAP, Financial Statements, Financial Accounting, Statutory Accounting, Hedge Funds, Strategic Financial..., SEC filings, Financial Modeling, Finance, Financial Operations, Data Analysis, Data Management, Bank Reconciliation, Team Leadership, Team Management, Cross-functional..., Process Improvement, Project Management, Private Equity, Collateral Management, FX Derivatives
Education
University of Massachusetts Dartmouth 1989 — 1994
B.S., Accounting
Delaware Life Insurance Company August 2013 - Present
Sun Life Financial November 2007 - August 2013
Colony Capital April 2005 - April 2007
Balboa Insurance Group December 2003 - March 2005
Pacific Life November 1998 - November 2003
New England Financial June 1993 - June 1998
Skills
Derivatives, Investments, Financial Analysis, Accounting, Financial Reporting, Securities Lending, Fund Accounting, Securities, Corporate Finance, Fixed Income, Valuation, Equities, GAAP, Financial Statements, Financial Accounting, Statutory Accounting, Hedge Funds, Strategic Financial..., SEC filings, Financial Modeling, Finance, Financial Operations, Data Analysis, Data Management, Bank Reconciliation, Team Leadership, Team Management, Cross-functional..., Process Improvement, Project Management, Private Equity, Collateral Management, FX Derivatives
Education
University of Massachusetts Dartmouth 1989 — 1994
B.S., Accounting
Kristie Byer's New England Financial Experience June 2011 - September 2011
Job Mortgage Loan Processor at Movement Mortgage, LLC
Industry Financial Services
Experience
Movement Mortgage, LLC May 2014 - Present
Electronic Systems February 2013 - May 2014
Banana Republic August 2012 - January 2013
New England Financial June 2011 - September 2011
PA Army National Guard August 2004 - December 2010
PA Army National Guard January 2009 - December 2009
Skills
Leadership, Sales, Sales Management, Time Management, Teamwork
Education
Conemaugh Township Area High School
Slippery Rock University
Bachelor of Science, Business Administration; Finance, 3.5
University of Bradford
Movement Mortgage, LLC May 2014 - Present
Electronic Systems February 2013 - May 2014
Banana Republic August 2012 - January 2013
New England Financial June 2011 - September 2011
PA Army National Guard August 2004 - December 2010
PA Army National Guard January 2009 - December 2009
Skills
Leadership, Sales, Sales Management, Time Management, Teamwork
Education
Conemaugh Township Area High School
Slippery Rock University
Bachelor of Science, Business Administration; Finance, 3.5
University of Bradford
Dan Pious's New England Financial Experience June 2007 - July 2009
Job Assistant GM at NPGL's Boston Iron
Industry Sports
Experience
NPGL's Boston Iron May 2014 - Present
New England Financial June 2007 - July 2009
Skills
Financial Analysis, Strategic Financial..., Finance, Data Analysis, Investments, Corporate Finance, Mutual Funds, Insurance, Series 7, Microsoft Excel, Portfolio Management, Asset Managment, Securities, Risk Management, Underwriting, Fixed Income
Education
University of Hartford 2003 — 2007
Bachelor of Arts, Business Management
NPGL's Boston Iron May 2014 - Present
New England Financial June 2007 - July 2009
Skills
Financial Analysis, Strategic Financial..., Finance, Data Analysis, Investments, Corporate Finance, Mutual Funds, Insurance, Series 7, Microsoft Excel, Portfolio Management, Asset Managment, Securities, Risk Management, Underwriting, Fixed Income
Education
University of Hartford 2003 — 2007
Bachelor of Arts, Business Management
Francis B. Leonard's New England Financial Experience October 2000 - April 2003
Job Customer service
Industry Financial Services
Experience
Ultimate Staffing July 2009 - Present
new england financial October 2000 - April 2003
New England Financial October 2000 - April 2003
Scudder Investments 1992 - 2000
State Street Bank October 1988 - May 1992
Skills
Online Help, Help Desk Management, Call Center
Education
UMass Boston
bachelors of arts, history
Ultimate Staffing July 2009 - Present
new england financial October 2000 - April 2003
New England Financial October 2000 - April 2003
Scudder Investments 1992 - 2000
State Street Bank October 1988 - May 1992
Skills
Online Help, Help Desk Management, Call Center
Education
UMass Boston
bachelors of arts, history
Megan Piccinini's New England Financial Experience January 2007 - October 2010
Job Intermediate Premium Specialist
Industry Insurance
Experience
Transamerica November 2012 - Present
New England Financial January 2007 - October 2010
Education
University of Central Florida 2007 — 2011
Bachelor of Science
Transamerica November 2012 - Present
New England Financial January 2007 - October 2010
Education
University of Central Florida 2007 — 2011
Bachelor of Science
Birago Strong's New England Financial Experience January 1995 - June 2002
Job Owner, Skills Insurance and Investments
Industry Financial Services
Experience
Skills Insurance and Investments September 2007 - Present
MetLife June 2002 - September 2007
New England Financial January 1995 - June 2002
Skills
Insurance, Customer Service, Disability Insurance, New Business Development, Employee Benefits, Direct Sales, Life Insurance, Sales, Team Building, Health Insurance
Education
University of Central Florida - College of Business Administration
Bachelor’s Degree, Finance
Skills Insurance and Investments September 2007 - Present
MetLife June 2002 - September 2007
New England Financial January 1995 - June 2002
Skills
Insurance, Customer Service, Disability Insurance, New Business Development, Employee Benefits, Direct Sales, Life Insurance, Sales, Team Building, Health Insurance
Education
University of Central Florida - College of Business Administration
Bachelor’s Degree, Finance
Ashley Bebb's New England Financial Experience May 2012 - July 2012
Job Cashier at Fareway
Industry Supermarkets
Experience
Fareway October 2010 - August 2012
New England Financial May 2012 - July 2012
Elks Lodge June 2010 - January 2012
Education
University of Iowa 2009 — 2013
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor's Degree, Management and Finance, 3.15/4.0
University of Iowa 2012 — 2012
Fareway October 2010 - August 2012
New England Financial May 2012 - July 2012
Elks Lodge June 2010 - January 2012
Education
University of Iowa 2009 — 2013
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor's Degree, Management and Finance, 3.15/4.0
University of Iowa 2012 — 2012
Kimberly Dodge's New England Financial Experience March 1993 - September 1996
Job Assistant Sales Practice Compliance Dept
Industry Banking
Experience
M&T Insurance Agency June 2012 - Present
Hartford Insurance Company September 1996 - March 2012
New England Financial March 1993 - September 1996
Provident Life & Casualty January 1991 - March 1993
Skills
Life Insurance, Customer Service, Microsoft Excel, Lotus Notes, Microsoft Word, Outlook, Compliance, PowerPoint, Employee Benefits, New Business Processing, Sales Support Tools, Sales Practices, sales, Training, Sales
Education
University at Buffalo 1985 — 1990
Bachelor of Arts (BA), Communications
M&T Insurance Agency June 2012 - Present
Hartford Insurance Company September 1996 - March 2012
New England Financial March 1993 - September 1996
Provident Life & Casualty January 1991 - March 1993
Skills
Life Insurance, Customer Service, Microsoft Excel, Lotus Notes, Microsoft Word, Outlook, Compliance, PowerPoint, Employee Benefits, New Business Processing, Sales Support Tools, Sales Practices, sales, Training, Sales
Education
University at Buffalo 1985 — 1990
Bachelor of Arts (BA), Communications
David T. Schulz's New England Financial Experience February 1996 - February 1998
Job President at DT Financial
Industry Financial Services
Experience
DT Financial February 1998 - Present
New England Financial February 1996 - February 1998
Northwestern Mutual February 1994 - February 1996
Education
University of Missouri-Columbia
Bachelor of Science (BS), Finance, General
DT Financial February 1998 - Present
New England Financial February 1996 - February 1998
Northwestern Mutual February 1994 - February 1996
Education
University of Missouri-Columbia
Bachelor of Science (BS), Finance, General
Andrew Sale's New England Financial Experience November 2007 - August 2009
Job Financial Representative at Baystate Financial Services
Industry Financial Services
Experience
Baystate Financial Services July 2012 - Present
New England Financial November 2007 - August 2009
Education
UMass Lowell 2006 — 2011
Bachelor of Arts (B.A.), Finance, General
Nashoba Regional High School 2001 — 2005
Baystate Financial Services July 2012 - Present
New England Financial November 2007 - August 2009
Education
UMass Lowell 2006 — 2011
Bachelor of Arts (B.A.), Finance, General
Nashoba Regional High School 2001 — 2005
Keith Tseng's New England Financial Experience June 2012 - August 2012
Job Document Solutions Executive at Xerox
Industry Business Supplies and Equipment
Experience
Xerox January 2013 - Present
University of Hawaii at Manoa August 2011 - December 2012
New England Financial June 2012 - August 2012
Ka Leo O Hawai`i June 2010 - May 2012
Thinker Toys July 2009 - July 2011
Pono Realty July 2007 - July 2010
Skills
Solution Selling, Business Development, Account Management, Sales Process, Marketing Strategy, New Business Development, B2B, Key Account Management, Salesforce.com, Sales Operations, Managed Print Services, Sales Management
Education
University of Hawaii - Shidler College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Xerox January 2013 - Present
University of Hawaii at Manoa August 2011 - December 2012
New England Financial June 2012 - August 2012
Ka Leo O Hawai`i June 2010 - May 2012
Thinker Toys July 2009 - July 2011
Pono Realty July 2007 - July 2010
Skills
Solution Selling, Business Development, Account Management, Sales Process, Marketing Strategy, New Business Development, B2B, Key Account Management, Salesforce.com, Sales Operations, Managed Print Services, Sales Management
Education
University of Hawaii - Shidler College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Nancy Koch's New England Financial Experience October 1998 - October 2012
Job President at Prosurance Financial
Industry Financial Services
Experience
Prosurance Financial February 2014 - Present
Summit Financial Group December 2012 - January 2014
New England Financial October 1998 - October 2012
Skills
Insurance, Retirement Planning, Fixed Annuities, Life Insurance, Health Insurance, Disability Insurance, Retirement, Employee Benefits, Underwriting, Term Life Insurance, Risk Management, Long-term Care, Mutual Funds, Strategic Financial..., Strategic Planning, Investments, Mortgage Lending, Asset Allocation, Sales, Customer Service
Education
University of Nebraska-Lincoln 1975 — 1978
English/Social Welfare
University of Nebraska-Lincoln
Prosurance Financial February 2014 - Present
Summit Financial Group December 2012 - January 2014
New England Financial October 1998 - October 2012
Skills
Insurance, Retirement Planning, Fixed Annuities, Life Insurance, Health Insurance, Disability Insurance, Retirement, Employee Benefits, Underwriting, Term Life Insurance, Risk Management, Long-term Care, Mutual Funds, Strategic Financial..., Strategic Planning, Investments, Mortgage Lending, Asset Allocation, Sales, Customer Service
Education
University of Nebraska-Lincoln 1975 — 1978
English/Social Welfare
University of Nebraska-Lincoln
J Collins Murphy's New England Financial Experience January 2003 - December 2005
Job Restaurant Manager at Darden Restaurants, Olive Garden
Industry Food & Beverages
Experience
Darden Restaurants, Olive Garden August 2007 - Present
New England Financial January 2003 - December 2005
Concept Restaurants, Inc. - Woody's Wood Fired Tavern January 1992 - 2002
Skills
Management, Profit Maximization, Cost Control, Customer Satisfaction, Food & Beverage, Food Service, Restaurants, Menu Development, Restaurant Management, Inventory Management, Guest Service Management, POS, Employee Training, Inventory Control, Labor Management, Serve Safe Certified, Labor Control, Fine Dining, New Restaurant Openings, Hospitality, Multi-unit, Culinary Skills
Education
University of Colorado Boulder
Bachelor's degree, History
Darden Restaurants, Olive Garden August 2007 - Present
New England Financial January 2003 - December 2005
Concept Restaurants, Inc. - Woody's Wood Fired Tavern January 1992 - 2002
Skills
Management, Profit Maximization, Cost Control, Customer Satisfaction, Food & Beverage, Food Service, Restaurants, Menu Development, Restaurant Management, Inventory Management, Guest Service Management, POS, Employee Training, Inventory Control, Labor Management, Serve Safe Certified, Labor Control, Fine Dining, New Restaurant Openings, Hospitality, Multi-unit, Culinary Skills
Education
University of Colorado Boulder
Bachelor's degree, History
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO