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.
New England Financial Salaries. You can even request information on how much does New England Financial pay if you want to. Learn about salaries, pros and cons of working for New England Financial directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
James Muscarella Jr. James Muscarella Jr.'s New England Financial Experience April 2012 - June 2014
Job Account Executive at EAT Club
Industry Food & Beverages
Experience
EAT Club April 2015 - Present
EAT Club July 2014 - April 2015
New England Financial April 2012 - June 2014
Sterling Insurance December 2011 - February 2012
Titan Metal Fabricators June 2010 - September 2010
Fiddlers Green Golf Store June 2008 - September 2008
American Red Cross September 2004 - June 2006
COMMUNITY INVOLVEMENT June 2004 - September 2005
YMCA of Palo Alto January 2005 - April 2005
Skills
Sales Support, Microsoft Office, Corporate Communications, Sales, Training, Social Networking, Marketing, Leadership, Marketing Communications, Teamwork, Market Research, Facebook, Marketing Strategy, Social Media, Project Management, Team Leadership, Team Building, Coaching, Public Relations, Fundraising, Sales Operations, Management
Education
University of Oregon 2006 — 2011
Bachelor of Science, Economics
Henry M Gunn High School 2002 — 2006
EAT Club April 2015 - Present
EAT Club July 2014 - April 2015
New England Financial April 2012 - June 2014
Sterling Insurance December 2011 - February 2012
Titan Metal Fabricators June 2010 - September 2010
Fiddlers Green Golf Store June 2008 - September 2008
American Red Cross September 2004 - June 2006
COMMUNITY INVOLVEMENT June 2004 - September 2005
YMCA of Palo Alto January 2005 - April 2005
Skills
Sales Support, Microsoft Office, Corporate Communications, Sales, Training, Social Networking, Marketing, Leadership, Marketing Communications, Teamwork, Market Research, Facebook, Marketing Strategy, Social Media, Project Management, Team Leadership, Team Building, Coaching, Public Relations, Fundraising, Sales Operations, Management
Education
University of Oregon 2006 — 2011
Bachelor of Science, Economics
Henry M Gunn High School 2002 — 2006
Andrew C. (Andy) Marris Andrew C. (Andy) Marris's New England Financial Experience July 1998 - October 2002
Job Emotional Intelligence | Employee Engagement | Gamification | Leading Change | Talent Development
Industry Professional Training & Coaching
Experience
MRA—The Management Association January 2012 - Present
MRA—The Management Association January 2012 - April 2012
Cardinal Stritch University—College of Business and Management November 2008 - February 2012
Milwaukee Area Technical College (MATC)—College of Business and IT March 2010 - January 2012
PDS (Paragon Development Systems, Inc.) October 2004 - October 2011
The Frantz Group October 2002 - October 2004
New England Financial July 1998 - October 2002
Skills
Leadership Development, Employee Engagement, Organizational..., Social Networking, Leadership, Coaching, Change Management, Emotional Intelligence, Organizational..., Gamification, Social Media Marketing, Training, Organizational Learning, Strategic Planning, Talent Management, Strategy, Leading Change, Trust Building, Adult Learning Theory, Learning & Development..., Instructional Design, E-Learning, Educational Technology, 360 Feedback, Strategic Leadership, Business Coaching, Marketing Strategy, Social Media, Business Performance..., Professional..., Experiential Learning, Leadership Development..., L&D, Instructional Technology, Management Coaching, Loyalty Marketing, Strategic Creative..., Values-based Leadership, Diagnostic Direction, Talent Development, Storytelling, Intrinsic Motivation, Human Needs Motivation, Talent Developer, Collaborative Problem..., Brand Development..., Thought Leadership, DiSC Instructor, DiSC Style i, ENTP
Education
University of Phoenix 2004 — 2006
MBA, Technology Management
University of Wisconsin—Stevens Point 1995 — 1998
BA, Organizational Communication
University of Wisconsin—Eau Claire 1997 — 1997
Organizational Communication
University of Wisconsin Center—Waukesha County 1994 — 1995
Undergraduate Studies
Kettle Moraine High School 1990 — 1994
Diploma
MRA—The Management Association January 2012 - Present
MRA—The Management Association January 2012 - April 2012
Cardinal Stritch University—College of Business and Management November 2008 - February 2012
Milwaukee Area Technical College (MATC)—College of Business and IT March 2010 - January 2012
PDS (Paragon Development Systems, Inc.) October 2004 - October 2011
The Frantz Group October 2002 - October 2004
New England Financial July 1998 - October 2002
Skills
Leadership Development, Employee Engagement, Organizational..., Social Networking, Leadership, Coaching, Change Management, Emotional Intelligence, Organizational..., Gamification, Social Media Marketing, Training, Organizational Learning, Strategic Planning, Talent Management, Strategy, Leading Change, Trust Building, Adult Learning Theory, Learning & Development..., Instructional Design, E-Learning, Educational Technology, 360 Feedback, Strategic Leadership, Business Coaching, Marketing Strategy, Social Media, Business Performance..., Professional..., Experiential Learning, Leadership Development..., L&D, Instructional Technology, Management Coaching, Loyalty Marketing, Strategic Creative..., Values-based Leadership, Diagnostic Direction, Talent Development, Storytelling, Intrinsic Motivation, Human Needs Motivation, Talent Developer, Collaborative Problem..., Brand Development..., Thought Leadership, DiSC Instructor, DiSC Style i, ENTP
Education
University of Phoenix 2004 — 2006
MBA, Technology Management
University of Wisconsin—Stevens Point 1995 — 1998
BA, Organizational Communication
University of Wisconsin—Eau Claire 1997 — 1997
Organizational Communication
University of Wisconsin Center—Waukesha County 1994 — 1995
Undergraduate Studies
Kettle Moraine High School 1990 — 1994
Diploma
Shannon Wright Shannon Wright's New England Financial Experience 2006 - 2007
Job Loan Officer at Paramount Residential Mortgage Group Inc. (PRMG Inc.)
Industry Financial Services
Experience
Paramount Residential Mortgage Group Inc. (PRMG Inc.) July 2014 - Present
JPMorgan Chase 2011 - 2014
JPMorgan Chase November 2007 - February 2011
New England Financial 2006 - 2007
Rio Grande Mexican Restaurants 2004 - 2007
Skills
Mortgage Lending, Personal Banking, Management, Communication, Retail, Retail Banking, Retail Sales, Employee Training, Customer Service, Customer Experience, Finance, Sales
Education
Intesol Spain 2007 — 2007
TEFL Certification, English
University of Northern Colorado 2000 — 2002
Bachelor of Arts (B.A.), Psychology
Paramount Residential Mortgage Group Inc. (PRMG Inc.) July 2014 - Present
JPMorgan Chase 2011 - 2014
JPMorgan Chase November 2007 - February 2011
New England Financial 2006 - 2007
Rio Grande Mexican Restaurants 2004 - 2007
Skills
Mortgage Lending, Personal Banking, Management, Communication, Retail, Retail Banking, Retail Sales, Employee Training, Customer Service, Customer Experience, Finance, Sales
Education
Intesol Spain 2007 — 2007
TEFL Certification, English
University of Northern Colorado 2000 — 2002
Bachelor of Arts (B.A.), Psychology
Michael Ginsberg, CFP, JD Michael Ginsberg, CFP, JD's New England Financial Experience October 2008 - April 2010
Job Certified Financial Planner offering Investment, Retirement & College Financial Aid and Admission Planning Services
Industry Financial Services
Experience
East Bay College Planning August 2013 - Present
Financial Planning Office of Michael Ginsberg, JD, CFP(R) August 2011 - Present
BNI-Diablo Networking Circle 2011 - Present
CASA of Contra Costa County April 2013 - Present
O'Donnell Financial Group April 2010 - August 2011
New England Financial October 2008 - April 2010
Junior Achievement of Northern California March 2001 - February 2009
The Mortgage Practice March 2002 - April 2008
American Committee for Shaare Zedek 2006 - 2008
Skills
Retirement Planning, Financial Planning, Retirement, Long Term Care, Investments, Insurance, Wealth Management, Asset Management, Investment Advisory, Retirement Income..., Strategic Financial..., Term Life Insurance, Life Insurance, Financial Planners, Mutual Funds, Series 63, Finance, Series 7, Long-term Care, Mortgage Lending, Leadership
Education
Whittier Law School 1987 — 1990
JD, Law School
University of Southern California 1980 — 1983
BS, Business, Marketing Management
East Bay College Planning August 2013 - Present
Financial Planning Office of Michael Ginsberg, JD, CFP(R) August 2011 - Present
BNI-Diablo Networking Circle 2011 - Present
CASA of Contra Costa County April 2013 - Present
O'Donnell Financial Group April 2010 - August 2011
New England Financial October 2008 - April 2010
Junior Achievement of Northern California March 2001 - February 2009
The Mortgage Practice March 2002 - April 2008
American Committee for Shaare Zedek 2006 - 2008
Skills
Retirement Planning, Financial Planning, Retirement, Long Term Care, Investments, Insurance, Wealth Management, Asset Management, Investment Advisory, Retirement Income..., Strategic Financial..., Term Life Insurance, Life Insurance, Financial Planners, Mutual Funds, Series 63, Finance, Series 7, Long-term Care, Mortgage Lending, Leadership
Education
Whittier Law School 1987 — 1990
JD, Law School
University of Southern California 1980 — 1983
BS, Business, Marketing Management
Dexter Hoayun Dexter Hoayun's New England Financial Experience November 1998 - February 2001
Job Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch / Bank of America May 2013 - Present
Garden City Group October 2010 - November 2012
KURTZMAN CARSON CONSULTANTS June 2009 - September 2010
Computershare October 2007 - June 2009
Administar Services Group LLC October 2006 - October 2007
Multi Cultural Network 2002 - 2007
Jacksonville Regional Chamber of Commerce 2002 - 2004
Capitas Financial 2002 - 2004
New England Financial November 1998 - February 2001
Skills
Access, Project Management, Process Improvement, Management, Insurance, Budgets, Training, Microsoft Excel, Visio, Customer Service, Outlook, Event Planning, Event Management, Team Leadership, Public Speaking, Microsoft Office, Microsoft Word, Operations Management, Sales, Human Resources, Marketing, Recruiting, Nonprofits, Time Management, Strategic Planning, Project Planning, Policy, Fundraising, Accounting, PowerPoint, Coaching, Negotiation, Finance, Analysis, Business Process..., Employee Benefits, Banking, Contract Negotiation, Financial Analysis, Leadership, Research, Risk Management
Education
University of North Florida 1995 — 2001
BBA, Banking and Finance
Merrill Lynch / Bank of America May 2013 - Present
Garden City Group October 2010 - November 2012
KURTZMAN CARSON CONSULTANTS June 2009 - September 2010
Computershare October 2007 - June 2009
Administar Services Group LLC October 2006 - October 2007
Multi Cultural Network 2002 - 2007
Jacksonville Regional Chamber of Commerce 2002 - 2004
Capitas Financial 2002 - 2004
New England Financial November 1998 - February 2001
Skills
Access, Project Management, Process Improvement, Management, Insurance, Budgets, Training, Microsoft Excel, Visio, Customer Service, Outlook, Event Planning, Event Management, Team Leadership, Public Speaking, Microsoft Office, Microsoft Word, Operations Management, Sales, Human Resources, Marketing, Recruiting, Nonprofits, Time Management, Strategic Planning, Project Planning, Policy, Fundraising, Accounting, PowerPoint, Coaching, Negotiation, Finance, Analysis, Business Process..., Employee Benefits, Banking, Contract Negotiation, Financial Analysis, Leadership, Research, Risk Management
Education
University of North Florida 1995 — 2001
BBA, Banking and Finance
Katie Tisch Katie Tisch's New England Financial Experience April 2013 - February 2014
Job Financial Analyst at Wells Fargo
Industry Real Estate
Experience
Wells Fargo Commercial Real Estate July 2014 - Present
The Honor Foundation September 2013 - May 2014
New England Financial April 2013 - February 2014
The Irving Group March 2013 - September 2013
Skills
Microsoft Excel, PowerPoint, Marketing, Leadership, Microsoft Word, Salesforce.com, Management, InDesign, Teamwork, Adobe InDesign, CoStar, ThomsonOne, Argus Modeling
Education
University of San Diego 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Real Estate, 3.60 GPA
Bonner Springs High School 2006 — 2010
Diploma, 4.0 GPA
Wells Fargo Commercial Real Estate July 2014 - Present
The Honor Foundation September 2013 - May 2014
New England Financial April 2013 - February 2014
The Irving Group March 2013 - September 2013
Skills
Microsoft Excel, PowerPoint, Marketing, Leadership, Microsoft Word, Salesforce.com, Management, InDesign, Teamwork, Adobe InDesign, CoStar, ThomsonOne, Argus Modeling
Education
University of San Diego 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Real Estate, 3.60 GPA
Bonner Springs High School 2006 — 2010
Diploma, 4.0 GPA
Carol Chiarito Carol Chiarito's New England Financial Experience July 2004 - August 2012
Job President, CEO CarematchAmerica
Industry Marketing and Advertising
Experience
CarematchAmerica May 2009 - Present
Chiarito's Retirement by Design, LLC September 2012 - Present
New England Financial July 2004 - August 2012
MetLife July 2011 - April 2012
Lil' Kid's Stuff, Inc August 2000 - June 2004
McLeod USA 1997 - 2001
Skills
Long-term Care, Small Business, Public Speaking, Advertising, Marketing, Online Advertising, Team Building, Public Relations, Sales Management, Coaching, Direct Marketing, Team Leadership, Budgets, Start-ups, Management, Leadership
Education
University of Northern Colorado 1980 — 1983
Elementary Education and Teaching
Wray High School 1977 — 1980
CarematchAmerica May 2009 - Present
Chiarito's Retirement by Design, LLC September 2012 - Present
New England Financial July 2004 - August 2012
MetLife July 2011 - April 2012
Lil' Kid's Stuff, Inc August 2000 - June 2004
McLeod USA 1997 - 2001
Skills
Long-term Care, Small Business, Public Speaking, Advertising, Marketing, Online Advertising, Team Building, Public Relations, Sales Management, Coaching, Direct Marketing, Team Leadership, Budgets, Start-ups, Management, Leadership
Education
University of Northern Colorado 1980 — 1983
Elementary Education and Teaching
Wray High School 1977 — 1980
Rob Tillery Rob Tillery's New England Financial Experience March 2005 - April 2009
Job Owner BandA Exteriors, Inc. (Pressure Washing Services)
Industry Consumer Services
Experience
BandA Exteriors, Inc. January 2013 - Present
New England Financial March 2005 - April 2009
NAI Realvest October 1999 - March 2002
U.S. Coast Guard June 1995 - August 1999
Skills
Strategic Planning, New Business Development, Business Networking, Direct Sales, Performance Improvement, Field Sales, Tactical Planning, Sales Presentations, Business Relationship..., Financial Analysis, Management, Public Speaking, Strategic Financial..., Production Efficiency, Investments, Marketing Strategy, Process Improvement, Contract Negotiation, Commercial Real Estate, Health Insurance, Life Insurance, Military Aviation, Marine Engineering, Search & Rescue, Navigation, Aviation Engineering, Internet Entrepreneur, Customer Retention, Entrepreneurial..., Mechanical Aptitude, Revenue Analysis, Federal Law Enforcement, Maritime Law Enforcement, Post Sales Support, Needs Analysis, Account Management, Deal Structuring, Prospecting Skills, Telemarketing, Negotiation, Independent Contractors, Pressure Washing, Sales, Finance, Real Estate, Small Business, Selling, Analysis, Insurance, Marketing
Education
University of Phoenix-Central Florida Campus 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 3.86
University of Phoenix 2001 — 2003
BSBM, Business Managment
BandA Exteriors, Inc. January 2013 - Present
New England Financial March 2005 - April 2009
NAI Realvest October 1999 - March 2002
U.S. Coast Guard June 1995 - August 1999
Skills
Strategic Planning, New Business Development, Business Networking, Direct Sales, Performance Improvement, Field Sales, Tactical Planning, Sales Presentations, Business Relationship..., Financial Analysis, Management, Public Speaking, Strategic Financial..., Production Efficiency, Investments, Marketing Strategy, Process Improvement, Contract Negotiation, Commercial Real Estate, Health Insurance, Life Insurance, Military Aviation, Marine Engineering, Search & Rescue, Navigation, Aviation Engineering, Internet Entrepreneur, Customer Retention, Entrepreneurial..., Mechanical Aptitude, Revenue Analysis, Federal Law Enforcement, Maritime Law Enforcement, Post Sales Support, Needs Analysis, Account Management, Deal Structuring, Prospecting Skills, Telemarketing, Negotiation, Independent Contractors, Pressure Washing, Sales, Finance, Real Estate, Small Business, Selling, Analysis, Insurance, Marketing
Education
University of Phoenix-Central Florida Campus 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 3.86
University of Phoenix 2001 — 2003
BSBM, Business Managment
Drake Strand Drake Strand's New England Financial Experience January 1998 - November 1998
Job National Redevelopment Specialist at Renovations Plus
Industry Business Supplies and Equipment
Experience
Wilmar/Renovations Plus September 2013 - Present
W.W. Grainger June 2005 - August 2013
Jostens October 2004 - May 2005
Audimation Services August 2003 - September 2004
Block and Company December 1998 - July 2003
New England Financial January 1998 - November 1998
Hyatt Hotels Corporation October 1990 - December 1997
Skills
Solution Selling, Customer Service, Cold Calling, Sales Process, Account Management, Drake, Sales, Selling, CRM, B2B, Direct Sales, Strategic Planning, Sales Presentations, Sales Operations, Customer Retention, Salesforce.com, Key Account Management, Sales Force Development, Outside Sales, Major Accounts, National Accounts, Pricing
Education
University of Southern California 1994 — 1998
Bachelor of Science (B.S.), Kinesiology and Exercise Science
University of Southern California 1994 — 1997
Bachelor of Arts (B.A.), Psychology
Wilmar/Renovations Plus September 2013 - Present
W.W. Grainger June 2005 - August 2013
Jostens October 2004 - May 2005
Audimation Services August 2003 - September 2004
Block and Company December 1998 - July 2003
New England Financial January 1998 - November 1998
Hyatt Hotels Corporation October 1990 - December 1997
Skills
Solution Selling, Customer Service, Cold Calling, Sales Process, Account Management, Drake, Sales, Selling, CRM, B2B, Direct Sales, Strategic Planning, Sales Presentations, Sales Operations, Customer Retention, Salesforce.com, Key Account Management, Sales Force Development, Outside Sales, Major Accounts, National Accounts, Pricing
Education
University of Southern California 1994 — 1998
Bachelor of Science (B.S.), Kinesiology and Exercise Science
University of Southern California 1994 — 1997
Bachelor of Arts (B.A.), Psychology
J Bryan Washburn's New England Financial Experience 2003 - 2004
Job Financial Advisor
Industry Financial Services
Experience
The Cambridge Financial Center 2004 - 2015
Penn Mutual 2004 - 2015
New England Financial 2003 - 2004
Principal Financial Group March 1997 - April 2003
New York Life Insurance Company 1992 - 1997
New York Life Insurance Company 1988 - 1992
Skills
Management, Strategic Planning, Leadership, Customer Service, Insurance, Team Building, Retirement Planning, Finance, Public Speaking, Investments
Education
University of Phoenix
Business Management
University of Utah
The Cambridge Financial Center 2004 - 2015
Penn Mutual 2004 - 2015
New England Financial 2003 - 2004
Principal Financial Group March 1997 - April 2003
New York Life Insurance Company 1992 - 1997
New York Life Insurance Company 1988 - 1992
Skills
Management, Strategic Planning, Leadership, Customer Service, Insurance, Team Building, Retirement Planning, Finance, Public Speaking, Investments
Education
University of Phoenix
Business Management
University of Utah
Betsy Walker Betsy Walker's New England Financial Experience April 1991 - April 1998
Job Vice President, Sales & Client Services at Appfire
Industry Information Technology and Services
Experience
Appfire July 2014 - Present
Appfire June 2013 - Present
Appfire Technologies March 2012 - June 2013
Sun Life Financial April 1998 - March 2012
New England Financial April 1991 - April 1998
Broadway and Seymour Consulting, ARMS Consulting September 1989 - April 1991
Cullinet Software April 1987 - September 1989
New England Financial April 1981 - April 1987
Skills
Confluence, Process Improvement, Project Management, Quality Assurance, Requirements Analysis, JIRA, Agile Methodologies, SDLC, Business Analysis, Management, Agile Project Management, Systems Analysis, SQL, Enterprise Architecture, Requirements Gathering, Business Requirements, Software Development, Enterprise Software, Business Process, HTML, Software Project..., Strategy, Scrum, JavaScript, Microsoft SQL Server, Technical Documentation, Social Media, Content Management, Collaboration Tools, Technical Management, Customer Service, Crowd, Taxonomy, Software Design, SQL Server, Enterprise Collaboration, Groovy, Visual Basic, Active Directory, Technical Analysis, Information Systems..., Application Development, Technical Design, Server Administration, Performance Testing, Wordpress, Add-ons, Sales Management, Video Production, Video Editing
Education
University of North Florida - College of Business Administration 1975 — 1979
Appfire July 2014 - Present
Appfire June 2013 - Present
Appfire Technologies March 2012 - June 2013
Sun Life Financial April 1998 - March 2012
New England Financial April 1991 - April 1998
Broadway and Seymour Consulting, ARMS Consulting September 1989 - April 1991
Cullinet Software April 1987 - September 1989
New England Financial April 1981 - April 1987
Skills
Confluence, Process Improvement, Project Management, Quality Assurance, Requirements Analysis, JIRA, Agile Methodologies, SDLC, Business Analysis, Management, Agile Project Management, Systems Analysis, SQL, Enterprise Architecture, Requirements Gathering, Business Requirements, Software Development, Enterprise Software, Business Process, HTML, Software Project..., Strategy, Scrum, JavaScript, Microsoft SQL Server, Technical Documentation, Social Media, Content Management, Collaboration Tools, Technical Management, Customer Service, Crowd, Taxonomy, Software Design, SQL Server, Enterprise Collaboration, Groovy, Visual Basic, Active Directory, Technical Analysis, Information Systems..., Application Development, Technical Design, Server Administration, Performance Testing, Wordpress, Add-ons, Sales Management, Video Production, Video Editing
Education
University of North Florida - College of Business Administration 1975 — 1979
Paul Murad's New England Financial Experience August 2010 - August 2011
Job Managed Investments at Pershing, a BNY Mellon Company
Industry Financial Services
Experience
Pershing, a BNY Mellon company March 2015 - Present
BNY Mellon July 2013 - February 2015
BNY Mellon April 2013 - July 2013
Morgan Stanley Smith Barney August 2011 - March 2013
New England Financial August 2010 - August 2011
Mercedes-Benz USA June 2009 - August 2009
JCDecaux North America June 2008 - August 2008
Education
University of Richmond - Robins School of Business 2006 — 2010
Bachelor of Science, Business Administration; Entrepreneurship and Innovation
Bergen Catholic HS 2002 — 2006
Pershing, a BNY Mellon company March 2015 - Present
BNY Mellon July 2013 - February 2015
BNY Mellon April 2013 - July 2013
Morgan Stanley Smith Barney August 2011 - March 2013
New England Financial August 2010 - August 2011
Mercedes-Benz USA June 2009 - August 2009
JCDecaux North America June 2008 - August 2008
Education
University of Richmond - Robins School of Business 2006 — 2010
Bachelor of Science, Business Administration; Entrepreneurship and Innovation
Bergen Catholic HS 2002 — 2006
William McGloughlin William McGloughlin's New England Financial Experience January 2001 - January 2008
Job American United Life Insurance Company®
Industry Financial Services
Experience
The Moody Street Group, LLC August 2011 - Present
American United Life Insurance Company® August 2011 - Present
MetLife Financial Services January 2008 - July 2010
New England Financial January 2001 - January 2008
Prudential Financial October 1993 - January 2001
Education
University of Pennsylvania - The Wharton School 1985 — 1989
Bachelor of Science, Economics
Plymouth-Whitemarsh H. S. 1982 — 1985
High School Diploma
The Moody Street Group, LLC August 2011 - Present
American United Life Insurance Company® August 2011 - Present
MetLife Financial Services January 2008 - July 2010
New England Financial January 2001 - January 2008
Prudential Financial October 1993 - January 2001
Education
University of Pennsylvania - The Wharton School 1985 — 1989
Bachelor of Science, Economics
Plymouth-Whitemarsh H. S. 1982 — 1985
High School Diploma
Keith Soltis Keith Soltis's New England Financial Experience June 1996 - July 2004
Job Managing Director & Financial Advisior at MetLife Premier Client Group of NJ
Industry Insurance
Experience
MetLife Premier Client Group of New Jersey October 2009 - Present
Creative Financial Group of NJ September 2009 - December 2014
Mass Mutual Financial Group June 2004 - September 2009
New England Financial June 1996 - July 2004
Skills
Strategic Financial..., Insurance, Securities, Wealth, Fixed Annuities, Financial Services, Retirement Planning, Retirement, Investment Strategies, IRAs, 401k, Financial Planning, Disability Insurance, Mutual Funds, Asset Management, Employee Benefits, Investments, Long Term Care Insurance, Long-term Care, Series 6, Series 63, Series 7, Term Life Insurance, Financial Planners, Estate Planning, Investment Advisory, Life Insurance, Asset Allocation, Financial Advisory, 529 Plans, Business Planning, Wealth Accumulation, Health Insurance, 401k Rollovers, College Savings Plans, Retirement Income..., Insurance Planning, Long Term Care, IRA's, Roth IRA, Simple IRA, Whole Life, Universal Life, Variable Annuities, Wealth Management..., IRA Rollovers, group insurance
Education
University of Pennsylvania - The Wharton School 1992 — 1996
Economics
Pompton Lakes High School 1989 — 1992
MetLife Premier Client Group of New Jersey October 2009 - Present
Creative Financial Group of NJ September 2009 - December 2014
Mass Mutual Financial Group June 2004 - September 2009
New England Financial June 1996 - July 2004
Skills
Strategic Financial..., Insurance, Securities, Wealth, Fixed Annuities, Financial Services, Retirement Planning, Retirement, Investment Strategies, IRAs, 401k, Financial Planning, Disability Insurance, Mutual Funds, Asset Management, Employee Benefits, Investments, Long Term Care Insurance, Long-term Care, Series 6, Series 63, Series 7, Term Life Insurance, Financial Planners, Estate Planning, Investment Advisory, Life Insurance, Asset Allocation, Financial Advisory, 529 Plans, Business Planning, Wealth Accumulation, Health Insurance, 401k Rollovers, College Savings Plans, Retirement Income..., Insurance Planning, Long Term Care, IRA's, Roth IRA, Simple IRA, Whole Life, Universal Life, Variable Annuities, Wealth Management..., IRA Rollovers, group insurance
Education
University of Pennsylvania - The Wharton School 1992 — 1996
Economics
Pompton Lakes High School 1989 — 1992
Hoy Mount Hoy Mount's New England Financial Experience July 2003 - March 2005
Job Sr. Energy Account Executive
Industry Staffing and Recruiting
Experience
Aerotek April 2015 - Present
Aerotek March 2006 - Present
Aerotek March 2006 - June 2006
Coldwell Banker March 2005 - March 2006
New England Financial July 2003 - March 2005
Skills
Contract Negotiation, Oil&Gas, Energy, Technical Recruiting, Interviewing, Engineering, Customer Relations, Employee Relations, Sourcing, Real Estate, Account Management, Customer Service, Team Leadership, Talent Acquisition, Compliance, Mentoring, Change Management, Recruiting, Interviews, Oil/Gas, Contract Recruitment, Human Resources, Negotiation, Team Building, Operations Management, Management, Process Improvement, New Business Development, Business Development
Education
University of Phoenix 2003 — 2005
BSBM, Business Management
Aerotek April 2015 - Present
Aerotek March 2006 - Present
Aerotek March 2006 - June 2006
Coldwell Banker March 2005 - March 2006
New England Financial July 2003 - March 2005
Skills
Contract Negotiation, Oil&Gas, Energy, Technical Recruiting, Interviewing, Engineering, Customer Relations, Employee Relations, Sourcing, Real Estate, Account Management, Customer Service, Team Leadership, Talent Acquisition, Compliance, Mentoring, Change Management, Recruiting, Interviews, Oil/Gas, Contract Recruitment, Human Resources, Negotiation, Team Building, Operations Management, Management, Process Improvement, New Business Development, Business Development
Education
University of Phoenix 2003 — 2005
BSBM, Business Management
Steve Forrer Steve Forrer's New England Financial Experience June 2002 - February 2004
Job Corporate Retirement Plans Education Specialist at Mass Mutual
Industry Financial Services
Experience
MassMutual Financial Group September 2005 - Present
Legend Equities March 2004 - August 2005
New England Financial June 2002 - February 2004
Skills
Series 6, Series 63, Insurance, Mutual Funds, Fixed Annuities, Financial Services, Life Insurance, 401k, Relationship Management, Variable Annuities, 457 Plans, 403 b, Small Group..., Asset Allocation, Sales, Retirement, Retirement Planning, 529 Plans, FINRA, Financial Planners, IRAs
Education
University of Oregon 1999 — 2001
Bachelors, Business Management and Marketing
MassMutual Financial Group September 2005 - Present
Legend Equities March 2004 - August 2005
New England Financial June 2002 - February 2004
Skills
Series 6, Series 63, Insurance, Mutual Funds, Fixed Annuities, Financial Services, Life Insurance, 401k, Relationship Management, Variable Annuities, 457 Plans, 403 b, Small Group..., Asset Allocation, Sales, Retirement, Retirement Planning, 529 Plans, FINRA, Financial Planners, IRAs
Education
University of Oregon 1999 — 2001
Bachelors, Business Management and Marketing
Randall S. Gregory Randall S. Gregory's New England Financial Experience February 2004 - September 2006
Job Financial Services Professional with New York Life at New York Life Insurance Company
Industry Financial Services
Experience
New York Life October 2006 - Present
New England Financial February 2004 - September 2006
Fidelity Investments October 1999 - January 2004
Skills
Estate Planning, Small Business, Retirement Planning, Tax Preparation, Risk Management
Education
University of Rhode Island 1995 — 1999
Business Management
New York Life October 2006 - Present
New England Financial February 2004 - September 2006
Fidelity Investments October 1999 - January 2004
Skills
Estate Planning, Small Business, Retirement Planning, Tax Preparation, Risk Management
Education
University of Rhode Island 1995 — 1999
Business Management
Gregory John Terlecky Gregory John Terlecky's New England Financial Experience March 1989 - January 1996
Job Division Vice President at American General Life Companies Insured Solutions Group
Industry Financial Services
Experience
American General Life Companies July 2013 - Present
American General Life Companies June 2008 - July 2013
Principal Financial Group April 2001 - June 2008
Sagemark Consulting June 1998 - June 2001
New York Life Insurance Company January 1996 - June 1998
New England Financial March 1989 - January 1996
CIGNA Individual Financial Services April 1981 - March 1989
Professional Baseball Player September 1970 - September 1980
Skills
Life Insurance, Retirement Planning, Estate Planning, IRAs, Retirement, Fixed Annuities, Insurance, Financial Advisory, Wealth Management, Small Business, Series 7, Investments, Universal Life, Term Life Insurance, 401k, Business Planning, Disability Insurance, Sales Management, Whole Life, Asset Management, Strategic Financial..., Mutual Funds, Financial Planners, Wealth
Education
Whittier College 1974 — 1978
BA, Business Management
University of Oregon 1970 — 1972
Business Administration and Management, General
American General Life Companies July 2013 - Present
American General Life Companies June 2008 - July 2013
Principal Financial Group April 2001 - June 2008
Sagemark Consulting June 1998 - June 2001
New York Life Insurance Company January 1996 - June 1998
New England Financial March 1989 - January 1996
CIGNA Individual Financial Services April 1981 - March 1989
Professional Baseball Player September 1970 - September 1980
Skills
Life Insurance, Retirement Planning, Estate Planning, IRAs, Retirement, Fixed Annuities, Insurance, Financial Advisory, Wealth Management, Small Business, Series 7, Investments, Universal Life, Term Life Insurance, 401k, Business Planning, Disability Insurance, Sales Management, Whole Life, Asset Management, Strategic Financial..., Mutual Funds, Financial Planners, Wealth
Education
Whittier College 1974 — 1978
BA, Business Management
University of Oregon 1970 — 1972
Business Administration and Management, General
Jackie Maxwell, GBA Jackie Maxwell, GBA's New England Financial Experience January 2002 - January 2004
Job Senior Account Manager at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services November 2012 - Present
Mercer Health & Benefits, LLC January 2009 - October 2012
MetLife January 2006 - January 2008
MetLife January 2004 - January 2006
MetLife 2002 - 2006
New England Financial January 2002 - January 2004
FTI/LWG Consulting January 2001 - January 2002
Principal Life Insurance Co January 1998 - January 2000
The Premier Insurance Group/USI January 1997 - January 1998
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Benefits Administration, ERISA, Health Savings Accounts, Life Insurance, Workers Compensation, Defined Benefit, COBRA, Executive Pay, Deferred Compensation, Pensions, Brokers, Claim, HRIS, Succession Planning, 401k, Underwriting, FMLA, Employee Relations, Performance Management, Talent Management, Employee Wellness, Training, Onboarding, Retirement, Legal Compliance, Leadership, Interviews, Personnel Management, Process Improvement, Management, Sales, Health Care Reform, Human Resources, Call Centers, Open Enrollment, Applicant Tracking..., Long-term Care, New Hire Orientations, HR Consulting, Flexible Spending..., Workforce Planning
Education
Terry Parker High School
Diploma; Associate (GBA)
Wharton School, University of Pennsylvania
GBA, Certified Employee Benefits Specialist, Certification
USI Insurance Services November 2012 - Present
Mercer Health & Benefits, LLC January 2009 - October 2012
MetLife January 2006 - January 2008
MetLife January 2004 - January 2006
MetLife 2002 - 2006
New England Financial January 2002 - January 2004
FTI/LWG Consulting January 2001 - January 2002
Principal Life Insurance Co January 1998 - January 2000
The Premier Insurance Group/USI January 1997 - January 1998
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Benefits Administration, ERISA, Health Savings Accounts, Life Insurance, Workers Compensation, Defined Benefit, COBRA, Executive Pay, Deferred Compensation, Pensions, Brokers, Claim, HRIS, Succession Planning, 401k, Underwriting, FMLA, Employee Relations, Performance Management, Talent Management, Employee Wellness, Training, Onboarding, Retirement, Legal Compliance, Leadership, Interviews, Personnel Management, Process Improvement, Management, Sales, Health Care Reform, Human Resources, Call Centers, Open Enrollment, Applicant Tracking..., Long-term Care, New Hire Orientations, HR Consulting, Flexible Spending..., Workforce Planning
Education
Terry Parker High School
Diploma; Associate (GBA)
Wharton School, University of Pennsylvania
GBA, Certified Employee Benefits Specialist, Certification
David Novitch David Novitch's New England Financial Experience 2011 - 2012
Job Financial Sales Education Consultant at Allstate
Industry Financial Services
Experience
Allstate 2013 - Present
New England Financial 2011 - 2012
The Hartford 2006 - 2011
BayPark Financial Group 2005 - 2006
Commerce Capital Markets 2004 - 2005
Allstate 2003 - 2004
CitiSteet: Retirement Services Division 1993 - 2003
Skills
Wholesale, Point-of-Sale, Life Insurance, Business Planning, Multi-generational..., Estate Planning, Series 6, Series 63, Series 65, Mutual Funds, Retirement Planning, Strategic Financial..., Wealth Management, Insurance, Employee Benefits, Financial Advisory, Fixed Annuities, Financial Planners, Financial Services, 401k, POS, Wealth, Finance
Education
University of Rhode Island 1988 — 1992
BA, Economics & Finance
Livingston High School 1984 — 1988
Allstate 2013 - Present
New England Financial 2011 - 2012
The Hartford 2006 - 2011
BayPark Financial Group 2005 - 2006
Commerce Capital Markets 2004 - 2005
Allstate 2003 - 2004
CitiSteet: Retirement Services Division 1993 - 2003
Skills
Wholesale, Point-of-Sale, Life Insurance, Business Planning, Multi-generational..., Estate Planning, Series 6, Series 63, Series 65, Mutual Funds, Retirement Planning, Strategic Financial..., Wealth Management, Insurance, Employee Benefits, Financial Advisory, Fixed Annuities, Financial Planners, Financial Services, 401k, POS, Wealth, Finance
Education
University of Rhode Island 1988 — 1992
BA, Economics & Finance
Livingston High School 1984 — 1988
Raul R. Franco's New England Financial Experience January 2010 - November 2010
Job Rob DiNic Interiors
Industry Aviation & Aerospace
Experience
Rob DiNic Interiors, LLC March 2014 - Present
Integrated Environmental Technology, LLC 2013 - March 2014
Fifth Third Bank November 2010 - 2011
Personal Banker November 2010 - 2011
New November 2010 - 2011
New England Financial January 2010 - November 2010
Independent Life July 2009 - January 2010
Sagicor Life Insurance Company October 2008 - July 2009
Bianca Advisors, Inc June 2007 - October 2008
Saunders Financial September 2001 - June 2007
Skills
New Business Development, Management, Program Management, New Venture Development, Risk Management, Investments, Insurance, Finance, Import Export, Life Insurance, Marketing, Financial Analysis, Sales, Asset Allocation, Securities, Small Business Lending, Commercial Real Estate, Commercial Lending, Management Consulting, Product Marketing, Retirement Planning, Small Business, Strategic Planning
Education
Polk State College
Associate; AA degree, business administration
University of South Florida
Finance
Rob DiNic Interiors, LLC March 2014 - Present
Integrated Environmental Technology, LLC 2013 - March 2014
Fifth Third Bank November 2010 - 2011
Personal Banker November 2010 - 2011
New November 2010 - 2011
New England Financial January 2010 - November 2010
Independent Life July 2009 - January 2010
Sagicor Life Insurance Company October 2008 - July 2009
Bianca Advisors, Inc June 2007 - October 2008
Saunders Financial September 2001 - June 2007
Skills
New Business Development, Management, Program Management, New Venture Development, Risk Management, Investments, Insurance, Finance, Import Export, Life Insurance, Marketing, Financial Analysis, Sales, Asset Allocation, Securities, Small Business Lending, Commercial Real Estate, Commercial Lending, Management Consulting, Product Marketing, Retirement Planning, Small Business, Strategic Planning
Education
Polk State College
Associate; AA degree, business administration
University of South Florida
Finance
Lisa Lindley Lisa Lindley's New England Financial Experience 1990 - 1992
Job Senior Registered Account Administrator at Steinberg Investment Group
Industry Financial Services
Experience
Steinberg Investment Group LLC September 2011 - Present
Northwestern Mutual April 2010 - August 2010
Morgan Stanley March 2007 - June 2009
Strand, Atkinson March 2002 - November 2006
Morgan Stanley Smith Barney June 1996 - October 2001
New England Financial 1990 - 1992
Skills
Investments, Analysis, Bloomberg, Financial Services, CRM, Finance, Retirement, Fixed Annuities, Trading, Bonds, Sales, Real Estate, Credit, Account Management, Employee Benefits, Microsoft Excel, Microsoft Office, Selling, Budgets, Marketing
Education
University of Oregon 1980 — 1986
IARCH, Architecture
Steinberg Investment Group LLC September 2011 - Present
Northwestern Mutual April 2010 - August 2010
Morgan Stanley March 2007 - June 2009
Strand, Atkinson March 2002 - November 2006
Morgan Stanley Smith Barney June 1996 - October 2001
New England Financial 1990 - 1992
Skills
Investments, Analysis, Bloomberg, Financial Services, CRM, Finance, Retirement, Fixed Annuities, Trading, Bonds, Sales, Real Estate, Credit, Account Management, Employee Benefits, Microsoft Excel, Microsoft Office, Selling, Budgets, Marketing
Education
University of Oregon 1980 — 1986
IARCH, Architecture
Rommel Dingle's New England Financial Experience April 2012 - December 2012
Job Entreprenuer / Sales Professional
Industry Financial Services
Experience
CAMICO Mutual Insurance Company December 2012 - September 2015
New England Financial April 2012 - December 2012
New York Life Insurance Company March 2011 - January 2012
City of Union City 2011 - 2012
CAMICO Mutual Insurance Company June 2003 - March 2011
ProSurance Group November 2000 - June 2003
Skills
Insurance, Fixed Annuities, Underwriting, Disability Insurance, Professional Liability, Term Life Insurance, Long-term Care, Employee Benefits, Whole Life, Retirement Planning, Liability, Legal Liability, Reinsurance, Life Insurance, Retirement, Health Insurance, Team Building, 401k, Mutual Funds, Cross-functional Team..., Sales, Employment Practices..., Commercial Insurance, Risk Management, Insurance Brokerage, Commercial Lines, Casualty, Customer Service, D&O, Workers Compensation, General Insurance, Brokers, Property & Casualty..., Claim, Umbrella Insurance, Directors & Officers..., Excess, Long Term Care Insurance, Liability Analysis, Universal Life
Education
University of Phoenix 2003 — 2006
Business Management and Marketing
James Logan Highschool 1986 — 1989
High School Diploma
CAMICO Mutual Insurance Company December 2012 - September 2015
New England Financial April 2012 - December 2012
New York Life Insurance Company March 2011 - January 2012
City of Union City 2011 - 2012
CAMICO Mutual Insurance Company June 2003 - March 2011
ProSurance Group November 2000 - June 2003
Skills
Insurance, Fixed Annuities, Underwriting, Disability Insurance, Professional Liability, Term Life Insurance, Long-term Care, Employee Benefits, Whole Life, Retirement Planning, Liability, Legal Liability, Reinsurance, Life Insurance, Retirement, Health Insurance, Team Building, 401k, Mutual Funds, Cross-functional Team..., Sales, Employment Practices..., Commercial Insurance, Risk Management, Insurance Brokerage, Commercial Lines, Casualty, Customer Service, D&O, Workers Compensation, General Insurance, Brokers, Property & Casualty..., Claim, Umbrella Insurance, Directors & Officers..., Excess, Long Term Care Insurance, Liability Analysis, Universal Life
Education
University of Phoenix 2003 — 2006
Business Management and Marketing
James Logan Highschool 1986 — 1989
High School Diploma
Phil Wittliff's New England Financial Experience May 2010 - Present
Job Financial Representative at New England Financial
Industry Sports
Experience
New England Financial May 2010 - Present
Milwaukee Admirals April 1977 - August 2006
Milwaukee Admirals September 1972 - April 1977
Skills
Fixed Annuities, Life Insurance, Media Relations, Long Term Care Insurance, Investments, Public Speaking, Public Relations, Sports, Strategic Planning, Universal Life, Securities, Marketing, Whole Life, FINRA, Mutual Funds, Long-term Care, Disability Insurance, Financial Advisory, Employee Benefits, Insurance, Variable Annuities, Finance, Term Life Insurance, Small Business, Retirement, Retirement Planning
Education
University of Notre Dame 1966 — 1971
BA, Communications
New England Financial May 2010 - Present
Milwaukee Admirals April 1977 - August 2006
Milwaukee Admirals September 1972 - April 1977
Skills
Fixed Annuities, Life Insurance, Media Relations, Long Term Care Insurance, Investments, Public Speaking, Public Relations, Sports, Strategic Planning, Universal Life, Securities, Marketing, Whole Life, FINRA, Mutual Funds, Long-term Care, Disability Insurance, Financial Advisory, Employee Benefits, Insurance, Variable Annuities, Finance, Term Life Insurance, Small Business, Retirement, Retirement Planning
Education
University of Notre Dame 1966 — 1971
BA, Communications
Chuck Shanberg, CFP® Chuck Shanberg, CFP®'s New England Financial Experience December 2000 - December 2007
Job Financial Advisor
Industry Financial Services
Experience
Chuck Shanberg, CFP December 2007 - Present
New England Financial December 2000 - December 2007
Wells Fargo Financial August 1997 - December 2000
Education
University of South Florida 1992 — 1997
B.S., Business Management
Chuck Shanberg, CFP December 2007 - Present
New England Financial December 2000 - December 2007
Wells Fargo Financial August 1997 - December 2000
Education
University of South Florida 1992 — 1997
B.S., Business Management
Marty Colletti Marty Colletti's New England Financial Experience 1987 - 1997
Job ThunderBay Productions
Industry Professional Training & Coaching
Experience
Yodle December 2010 - Present
Austin Pixel Factory August 2009 - December 2010
Dell Inc. February 2004 - March 2009
Thunder-Bay Productions May 1997 - February 2004
New England Financial 1987 - 1997
Skills
Facilitators, Public Speaking, Dreamweaver, Web Design, CSS, Web Development, Entrepreneurship, Photoshop, Flash, Online Advertising, SEM, Training, Online Marketing, Marketing, Leadership, Graphic Design, Management, SEO, Team Building, Google Analytics, Social Networking, E-commerce, Email Marketing, Social Media Marketing, Advertising, InDesign, Multimedia, Social Media, Digital Marketing, PPC, WordPress, Direct Sales, Facebook, Start-ups, User Interface Design, Salesforce.com, Google Adwords, B2B, Lead Generation, Marketing Strategy, Blogging, Account Management, Web Analytics, Web Marketing, Sales, Business Development, Marketing Communications, Selling, Product Marketing, Direct Marketing
Education
Consulting Solutions 2009 — 2010
Certificate, Multimedia
University of North Texas 1982 — 1984
Teacher Certification Program
University of Virginia 1966 — 1967
Accounting
Thomas Jefferson H.S. 1961 — 1964
High School Diploma
Yodle December 2010 - Present
Austin Pixel Factory August 2009 - December 2010
Dell Inc. February 2004 - March 2009
Thunder-Bay Productions May 1997 - February 2004
New England Financial 1987 - 1997
Skills
Facilitators, Public Speaking, Dreamweaver, Web Design, CSS, Web Development, Entrepreneurship, Photoshop, Flash, Online Advertising, SEM, Training, Online Marketing, Marketing, Leadership, Graphic Design, Management, SEO, Team Building, Google Analytics, Social Networking, E-commerce, Email Marketing, Social Media Marketing, Advertising, InDesign, Multimedia, Social Media, Digital Marketing, PPC, WordPress, Direct Sales, Facebook, Start-ups, User Interface Design, Salesforce.com, Google Adwords, B2B, Lead Generation, Marketing Strategy, Blogging, Account Management, Web Analytics, Web Marketing, Sales, Business Development, Marketing Communications, Selling, Product Marketing, Direct Marketing
Education
Consulting Solutions 2009 — 2010
Certificate, Multimedia
University of North Texas 1982 — 1984
Teacher Certification Program
University of Virginia 1966 — 1967
Accounting
Thomas Jefferson H.S. 1961 — 1964
High School Diploma
Jordan Verroi Jordan Verroi's New England Financial Experience August 2004 - August 2006
Job Professional Model, Investor & Entrepreneur
Industry Entertainment
Experience
Salt Model & Talent January 2015 - Present
JP Crickets August 2014 - Present
Pangea Swim July 2014 - Present
Kensington & Sons, LLC December 2013 - July 2014
Insight Global January 2011 - December 2013
S&S Team Sports August 2004 - December 2010
Rockstar Energy Drink August 2007 - August 2010
New England Financial August 2004 - August 2006
Skills
Interviews, Applicant Tracking..., Internet Recruiting, Management, Temporary Placement, Leadership, Networking, Recruiting, Organizational..., Temporary Staffing, Training, Consulting, Employee Benefits, IT Recruitment, Customer Satisfaction, Staffing Services, Employee Engagement, Start-ups, Corporate Recruiting, Onboarding, Salesforce.com, Sales
Education
University of South Carolina-Columbia 2006 — 2010
Bachelors of Science, Hotel, Retail and Sports Management
Alpharetta High School 2003 — 2006
College Prep
Salt Model & Talent January 2015 - Present
JP Crickets August 2014 - Present
Pangea Swim July 2014 - Present
Kensington & Sons, LLC December 2013 - July 2014
Insight Global January 2011 - December 2013
S&S Team Sports August 2004 - December 2010
Rockstar Energy Drink August 2007 - August 2010
New England Financial August 2004 - August 2006
Skills
Interviews, Applicant Tracking..., Internet Recruiting, Management, Temporary Placement, Leadership, Networking, Recruiting, Organizational..., Temporary Staffing, Training, Consulting, Employee Benefits, IT Recruitment, Customer Satisfaction, Staffing Services, Employee Engagement, Start-ups, Corporate Recruiting, Onboarding, Salesforce.com, Sales
Education
University of South Carolina-Columbia 2006 — 2010
Bachelors of Science, Hotel, Retail and Sports Management
Alpharetta High School 2003 — 2006
College Prep
Louis Kaminow Louis Kaminow's New England Financial Experience November 2007 - November 2009
Job Hiring and Developing Entrepreneurial People Who Are Interested in a Career in Financial Services
Industry Financial Services
Experience
NYLIFE Securities February 2004 - Present
New York Life Insurance Company July 2011 - November 2013
New York Life Insurance Company November 2009 - September 2011
New England Financial November 2007 - November 2009
New York Life Insurance Company November 2003 - November 2007
Mac Papers 1987 - 1999
Skills
Insurance, Leadership, Long-term Care, Retirement Planning, Investments, Fixed Annuities, IRAs, Retirement, Disability Insurance, Marketing, Agent Development, Estate Planning, Sales, Series 6, Financial Services, Wealth Accumulation, 401k, Life Insurance, Mutual Funds, Financial Advisory, Term Life Insurance, Variable Annuities, Financial Planners, Strategy, Series 63, Securities, Long Term Care Insurance, Financial Planning
Education
University of South Florida 1983 — 1987
NYLIFE Securities February 2004 - Present
New York Life Insurance Company July 2011 - November 2013
New York Life Insurance Company November 2009 - September 2011
New England Financial November 2007 - November 2009
New York Life Insurance Company November 2003 - November 2007
Mac Papers 1987 - 1999
Skills
Insurance, Leadership, Long-term Care, Retirement Planning, Investments, Fixed Annuities, IRAs, Retirement, Disability Insurance, Marketing, Agent Development, Estate Planning, Sales, Series 6, Financial Services, Wealth Accumulation, 401k, Life Insurance, Mutual Funds, Financial Advisory, Term Life Insurance, Variable Annuities, Financial Planners, Strategy, Series 63, Securities, Long Term Care Insurance, Financial Planning
Education
University of South Florida 1983 — 1987
Anne Hughey Anne Hughey's New England Financial Experience July 2007 - April 2010
Job The Burish Group of UBS Financial Services Inc
Industry Financial Services
Experience
The Burish Group of UBS Financial Services Inc April 2010 - Present
New England Financial July 2007 - April 2010
New England Financial January 2003 - July 2007
Education
University of Phoenix 2010 — 2013
Marketing
UW-Madison, Wisconsin
Business/Accounting
The Burish Group of UBS Financial Services Inc April 2010 - Present
New England Financial July 2007 - April 2010
New England Financial January 2003 - July 2007
Education
University of Phoenix 2010 — 2013
Marketing
UW-Madison, Wisconsin
Business/Accounting
Tim Grace Tim Grace's New England Financial Experience February 2009 - March 2012
Job Relationship Manager at OneAmerica
Industry Financial Services
Experience
OneAmerica March 2015 - Present
Redan Retirement Consultants, LLC October 2011 - March 2015
New England Financial February 2009 - March 2012
Letsgo Land, LLC November 2006 - January 2009
401kExchange November 2004 - October 2006
Ascensus Retirement Services April 2000 - October 2004
Skills
Life Insurance, Retirement, ERISA Consulting, Qualified Plan..., Financial Services, Technology Consulting, Financial Advisory, ERISA, Defined Contribution, Investments, Profit Sharing, Defined Benefit, 403 b, Series 6, 401k, Consulting, Series 63, Mutual Funds, Retirement Planning, Finance
Education
University of Pennsylvania
BA - Political Science, Business & Public Policy - Wharton School of Business
OneAmerica March 2015 - Present
Redan Retirement Consultants, LLC October 2011 - March 2015
New England Financial February 2009 - March 2012
Letsgo Land, LLC November 2006 - January 2009
401kExchange November 2004 - October 2006
Ascensus Retirement Services April 2000 - October 2004
Skills
Life Insurance, Retirement, ERISA Consulting, Qualified Plan..., Financial Services, Technology Consulting, Financial Advisory, ERISA, Defined Contribution, Investments, Profit Sharing, Defined Benefit, 403 b, Series 6, 401k, Consulting, Series 63, Mutual Funds, Retirement Planning, Finance
Education
University of Pennsylvania
BA - Political Science, Business & Public Policy - Wharton School of Business
David Phillips David Phillips's New England Financial Experience June 1998 - April 2000
Job Senior Sales Leader, SaaS
Industry Computer Software
Experience
Intuit, QuickBase September 2012 - Present
BiddingForGood December 2011 - July 2012
LogMeIn January 2010 - October 2011
Monster Worldwide November 2008 - December 2009
Monster Worldwide April 2006 - November 2008
Oracle USA 2006 - 2007
Oracle 2003 - 2006
Oracle September 2001 - June 2003
Oracle April 2000 - August 2001
New England Financial June 1998 - April 2000
Skills
SaaS, Selling, Telemarketing, Salesforce.com, Solution Selling, Sales Process, Direct Sales, Account Management, CRM, Cold Calling, Enterprise Software, Business Development, Lead Generation, Sales Management, Cloud Computing, Sales, Sales Operations, Product Marketing, New Business Development, B2B, Channel Partners, Leadership, Strategy, Recruiting, Management, Strategic Partnerships, Marketing Strategy, Team Leadership, Go-to-market Strategy, Product Development, Strategic Planning, Program Management
Education
Virginia Polytechnic Institute and State University 1993 — 1995
University of Scranton 1989 — 1993
BA
Intuit, QuickBase September 2012 - Present
BiddingForGood December 2011 - July 2012
LogMeIn January 2010 - October 2011
Monster Worldwide November 2008 - December 2009
Monster Worldwide April 2006 - November 2008
Oracle USA 2006 - 2007
Oracle 2003 - 2006
Oracle September 2001 - June 2003
Oracle April 2000 - August 2001
New England Financial June 1998 - April 2000
Skills
SaaS, Selling, Telemarketing, Salesforce.com, Solution Selling, Sales Process, Direct Sales, Account Management, CRM, Cold Calling, Enterprise Software, Business Development, Lead Generation, Sales Management, Cloud Computing, Sales, Sales Operations, Product Marketing, New Business Development, B2B, Channel Partners, Leadership, Strategy, Recruiting, Management, Strategic Partnerships, Marketing Strategy, Team Leadership, Go-to-market Strategy, Product Development, Strategic Planning, Program Management
Education
Virginia Polytechnic Institute and State University 1993 — 1995
University of Scranton 1989 — 1993
BA
Kimberly Haney Kimberly Haney's New England Financial Experience March 2006 - June 2010
Job Co Owner, CEO at KAT Design Studio
Industry Design
Experience
KAT Design Studio October 2011 - Present
SNI Companies July 2011 - Present
New England Financial March 2006 - June 2010
Health Point Medical Group January 2004 - March 2006
Education
University of South Florida 2004 — 2005
Psychology
KAT Design Studio October 2011 - Present
SNI Companies July 2011 - Present
New England Financial March 2006 - June 2010
Health Point Medical Group January 2004 - March 2006
Education
University of South Florida 2004 — 2005
Psychology
David S. Carter David S. Carter's New England Financial Experience 1993 - 1998
Job Financial Services Professional; Customer Sales and Support
Industry Financial Services
Experience
MoonGlow Writing Studios March 1998 - Present
Busch Gardens 2013 - 2014
Borders November 2008 - December 2008
Mass Mutual Life Insurance Company 1999 - 2003
Principal Financial Group January 1999 - December 1999
Benefits 2000 1998 - 1999
New England Financial 1993 - 1998
US Army July 1962 - July 1965
Skills
Insurance, Health Insurance, Licensed Life & Health..., Disability Insurance, Fixed Annuities, Variable Annuities, IRAs, 401k, Creative Writing, Poetry, Customer Service, Direct Sales, Relationship Management, Strategic Financial...
Education
University of South Florida 1968 — 1969
Bachelor of Arts (B.A.), Psychology/English
Murray State University Kentucky
MoonGlow Writing Studios March 1998 - Present
Busch Gardens 2013 - 2014
Borders November 2008 - December 2008
Mass Mutual Life Insurance Company 1999 - 2003
Principal Financial Group January 1999 - December 1999
Benefits 2000 1998 - 1999
New England Financial 1993 - 1998
US Army July 1962 - July 1965
Skills
Insurance, Health Insurance, Licensed Life & Health..., Disability Insurance, Fixed Annuities, Variable Annuities, IRAs, 401k, Creative Writing, Poetry, Customer Service, Direct Sales, Relationship Management, Strategic Financial...
Education
University of South Florida 1968 — 1969
Bachelor of Arts (B.A.), Psychology/English
Murray State University Kentucky
Burvell Williams, CFS Burvell Williams, CFS's New England Financial Experience January 2004 - December 2004
Job Regional Vice President at Jackson National Life
Industry Financial Services
Experience
Jackson National Life Distributors LLC April 2005 - Present
Curian Capital April 2013 - January 2014
Guaranty Bank December 2004 - May 2005
New England Financial January 2004 - December 2004
Skills
Fixed Annuities, Wealth Management, Retirement Planning, Series 6, Series 63, Life Insurance, Indexed Annuities, Alternative Investments, Series 65, Investments, Financial Services, Retirement
Education
Institute of Business and Finance 2011 — 2012
Certified Funds Specialist, Alternative Investments
University of Northern Colorado 1998 — 2003
B.S., Economics
Jackson National Life Distributors LLC April 2005 - Present
Curian Capital April 2013 - January 2014
Guaranty Bank December 2004 - May 2005
New England Financial January 2004 - December 2004
Skills
Fixed Annuities, Wealth Management, Retirement Planning, Series 6, Series 63, Life Insurance, Indexed Annuities, Alternative Investments, Series 65, Investments, Financial Services, Retirement
Education
Institute of Business and Finance 2011 — 2012
Certified Funds Specialist, Alternative Investments
University of Northern Colorado 1998 — 2003
B.S., Economics
Orville Clarke's New England Financial Experience January 1996 - March 1997
Job MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management December 2002 - Present
MFS Investment Management October 1999 - December 2002
New England Financial January 1996 - March 1997
Skills
Sales Operations, Separately Managed..., Registered Investment..., Security APL, Morningstar Direct, Mutual Funds, Separate Accounts, Unified Managed Accounts, RIAs, Retirement, Defined Benefit, Wealth Management, Investments, Alternative Investments, Asset Management, Financial Services, Fixed Income, Investment Strategies, Portfolio Management, Securities, Equities, Financial Analysis
Education
University of Phoenix
BS
MFS Investment Management December 2002 - Present
MFS Investment Management October 1999 - December 2002
New England Financial January 1996 - March 1997
Skills
Sales Operations, Separately Managed..., Registered Investment..., Security APL, Morningstar Direct, Mutual Funds, Separate Accounts, Unified Managed Accounts, RIAs, Retirement, Defined Benefit, Wealth Management, Investments, Alternative Investments, Asset Management, Financial Services, Fixed Income, Investment Strategies, Portfolio Management, Securities, Equities, Financial Analysis
Education
University of Phoenix
BS
T. Ryan Olson T. Ryan Olson's New England Financial Experience 2003 - 2005
Job Project Manager at Olson Brothers Excavating, Inc.
Industry Construction
Experience
Olson Brothers Excavating, Inc. 2008 - Present
Mortgage Express 2005 - 2008
New England Financial 2003 - 2005
Education
University of Oregon 1995 — 2000
Bachelor's of Science in Business Administration, Sports Marketing
Olson Brothers Excavating, Inc. 2008 - Present
Mortgage Express 2005 - 2008
New England Financial 2003 - 2005
Education
University of Oregon 1995 — 2000
Bachelor's of Science in Business Administration, Sports Marketing
Louis Drago's New England Financial Experience June 2008 - July 2009
Job Corry Jamestown Credit Union, CEO
Industry Banking
Experience
Corry Jamestown Credit Union June 2013 - Present
Glidden Paint February 2011 - Present
New England Financial June 2008 - July 2009
County legislature 2001 - 2007
KeyBank 1981 - 2006
Skills
Customer Service, Microsoft Office, PowerPoint, Outlook, Social Media, Customer Satisfaction, Event Planning, Event Management, Retail, Social Networking, Social Media Marketing, Inventory Management, Supervisory Skills, Teamwork, Data Entry, Management, Marketing, New Business Development, Public Speaking
Education
University of Notre Dame 1973 — 1977
Bachelor of Business Administration (BBA), Accounting and Finance
Phillipsburg High School
Corry Jamestown Credit Union June 2013 - Present
Glidden Paint February 2011 - Present
New England Financial June 2008 - July 2009
County legislature 2001 - 2007
KeyBank 1981 - 2006
Skills
Customer Service, Microsoft Office, PowerPoint, Outlook, Social Media, Customer Satisfaction, Event Planning, Event Management, Retail, Social Networking, Social Media Marketing, Inventory Management, Supervisory Skills, Teamwork, Data Entry, Management, Marketing, New Business Development, Public Speaking
Education
University of Notre Dame 1973 — 1977
Bachelor of Business Administration (BBA), Accounting and Finance
Phillipsburg High School
Chad Landen's New England Financial Experience August 1999 - August 2005
Job Regional Sales Director at TASC
Industry Insurance
Experience
TASC (Total Administrative Services Corporation) August 2005 - Present
New England Financial August 1999 - August 2005
US Navy November 1995 - August 1999
Skills
Employee Benefits, ERISA, Insurance, Account Management, Health Insurance, Health Savings Accounts, Business Development, COBRA, Sales, FMLA, Brokers, FSA, Life Insurance, 401k, Disability Insurance, Training, Benefits Administration
Education
University of North Carolina at Charlotte - Belk College of Business 1990 — 1999
Business Administration, Finance
Riverside Military Academy 1988 — 1989
High School
TASC (Total Administrative Services Corporation) August 2005 - Present
New England Financial August 1999 - August 2005
US Navy November 1995 - August 1999
Skills
Employee Benefits, ERISA, Insurance, Account Management, Health Insurance, Health Savings Accounts, Business Development, COBRA, Sales, FMLA, Brokers, FSA, Life Insurance, 401k, Disability Insurance, Training, Benefits Administration
Education
University of North Carolina at Charlotte - Belk College of Business 1990 — 1999
Business Administration, Finance
Riverside Military Academy 1988 — 1989
High School
Garrett French's New England Financial Experience May 2002 - January 2004
Job TFB Group Services
Industry Insurance
Experience
TFB Group Services January 2013 - Present
PowerEnroll March 2009 - December 2012
Power Group Companies November 2007 - September 2012
Benefit Design Group, LLC January 2004 - November 2007
New England Financial May 2002 - January 2004
Skills
Insurance, Employee Benefits, Health Insurance, Management, Disability Insurance, Commercial Insurance, Risk Management, Life Insurance, Benefits Administration, Medicare, Critical Illness, Health Care Reform, Health Savings Accounts, Long-term Care, Term Life Insurance, Workers Compensation, Claim, Strategy, Brokers, Sales Management, Retirement, 401k, Dentistry, Property & Casualty..., Fixed Annuities, General Insurance
Education
University of Oklahoma 1998 — 2002
Bachelors, Economics
TFB Group Services January 2013 - Present
PowerEnroll March 2009 - December 2012
Power Group Companies November 2007 - September 2012
Benefit Design Group, LLC January 2004 - November 2007
New England Financial May 2002 - January 2004
Skills
Insurance, Employee Benefits, Health Insurance, Management, Disability Insurance, Commercial Insurance, Risk Management, Life Insurance, Benefits Administration, Medicare, Critical Illness, Health Care Reform, Health Savings Accounts, Long-term Care, Term Life Insurance, Workers Compensation, Claim, Strategy, Brokers, Sales Management, Retirement, 401k, Dentistry, Property & Casualty..., Fixed Annuities, General Insurance
Education
University of Oklahoma 1998 — 2002
Bachelors, Economics
Shane Squibb, CFP's New England Financial Experience September 2004 - August 2006
Job General Sales Manager and Speaker
Industry Investment Management
Experience
Mutual of Omaha October 2013 - Present
Productivity Inc. August 2010 - Present
Financial Action, Inc. January 2006 - October 2013
New England Financial September 2004 - August 2006
Mutual of Omaha September 1996 - August 2004
Education
University of Northern Colorado 1992 — 1996
Mutual of Omaha October 2013 - Present
Productivity Inc. August 2010 - Present
Financial Action, Inc. January 2006 - October 2013
New England Financial September 2004 - August 2006
Mutual of Omaha September 1996 - August 2004
Education
University of Northern Colorado 1992 — 1996
Walter Nocito's New England Financial Experience 2006 - 2010
Job Management Platinum Flight Center
Industry Aviation & Aerospace
Experience
New England Financial 2006 - 2010
Education
University of North Carolina at Greensboro 1977 — 1979
CPA, Accounting, 3.5
Widener University 1952 — 1976
BS - Economics; MBA - Management
New England Financial 2006 - 2010
Education
University of North Carolina at Greensboro 1977 — 1979
CPA, Accounting, 3.5
Widener University 1952 — 1976
BS - Economics; MBA - Management
Rigoberto Cabezas's New England Financial Experience October 2008 - May 2009
Job Director of Faith Formation at Holy Spirit Catholic Church
Industry Religious Institutions
Experience
Holy Spirit Catholic Church June 2014 - Present
Diocese of Oakland October 2000 - Present
Legal Shield, Inc. / GoSmallBiz.com June 2009 - Present
Grissom's Chapel & Mortuary November 2013 - May 2014
NACA December 2011 - May 2013
iServe Residential Lending September 2011 - December 2011
St Michael Catholic Parish 2010 - 2011
LifePro June 2009 - October 2009
New England Financial October 2008 - May 2009
Ameriprise Financial Services, Inc. April 2008 - October 2008
Skills
Bilingual-Spanish, Sales Coach, Spiritual Counseling, Home Loan Counselor, Real Estate, Mortgage Lending, Social Media, Small Business, Sales, Strategic Financial..., Insurance, Microsoft Excel, Public Speaking, Coaching, Customer Service, Strategic Planning, Marketing, Leadership, Team Building, Budgets, Event Planning, Training, Nonprofits, Teaching, Entrepreneurship, Project Planning, Outlook, Social Networking, Fundraising, Public Relations, Management, Community Outreach, Analysis, Contract Negotiation, Team Leadership, Finance, Leadership Development, Negotiation, Business Development, Marketing Strategy, Microsoft Office, Microsoft Word, Networking, New Business Development, Organizational..., PowerPoint, Program Management, Recruiting, Research, Social Media Marketing
Education
University of San Francisco 1997 — 2000
Master of Arts (MA), Theology/Theological Studies, 3.78
University of San Francisco 1993 — 1995
Bachelor of Science (BS), Applied Economics, 3.5
Nicaragua Military Academy 1968 — 1972
Infantry Officer, 2nd Lt., Military Applied Sciences
Holy Spirit Catholic Church June 2014 - Present
Diocese of Oakland October 2000 - Present
Legal Shield, Inc. / GoSmallBiz.com June 2009 - Present
Grissom's Chapel & Mortuary November 2013 - May 2014
NACA December 2011 - May 2013
iServe Residential Lending September 2011 - December 2011
St Michael Catholic Parish 2010 - 2011
LifePro June 2009 - October 2009
New England Financial October 2008 - May 2009
Ameriprise Financial Services, Inc. April 2008 - October 2008
Skills
Bilingual-Spanish, Sales Coach, Spiritual Counseling, Home Loan Counselor, Real Estate, Mortgage Lending, Social Media, Small Business, Sales, Strategic Financial..., Insurance, Microsoft Excel, Public Speaking, Coaching, Customer Service, Strategic Planning, Marketing, Leadership, Team Building, Budgets, Event Planning, Training, Nonprofits, Teaching, Entrepreneurship, Project Planning, Outlook, Social Networking, Fundraising, Public Relations, Management, Community Outreach, Analysis, Contract Negotiation, Team Leadership, Finance, Leadership Development, Negotiation, Business Development, Marketing Strategy, Microsoft Office, Microsoft Word, Networking, New Business Development, Organizational..., PowerPoint, Program Management, Recruiting, Research, Social Media Marketing
Education
University of San Francisco 1997 — 2000
Master of Arts (MA), Theology/Theological Studies, 3.78
University of San Francisco 1993 — 1995
Bachelor of Science (BS), Applied Economics, 3.5
Nicaragua Military Academy 1968 — 1972
Infantry Officer, 2nd Lt., Military Applied Sciences
Craig Zampiceni's New England Financial Experience May 2001 - February 2004
Job Senior Account Manager at Preferred Materials, Inc.
Industry Building Materials
Experience
Preferred Materials, Inc. September 2010 - Present
Preferred Materials, Inc. June 2009 - September 2010
Preferred Materials, Inc. November 2005 - June 2009
Blue Bell Creameries February 2004 - November 2005
New England Financial May 2001 - February 2004
Skills
Budgets, Building Materials, Construction, Construction Management, Contract Negotiation, Negotiation, New Business Development, Sales, Sales Management, Sales Operations, Training
Education
University of South Florida 1998 — 2001
B.S., Marketing
Preferred Materials, Inc. September 2010 - Present
Preferred Materials, Inc. June 2009 - September 2010
Preferred Materials, Inc. November 2005 - June 2009
Blue Bell Creameries February 2004 - November 2005
New England Financial May 2001 - February 2004
Skills
Budgets, Building Materials, Construction, Construction Management, Contract Negotiation, Negotiation, New Business Development, Sales, Sales Management, Sales Operations, Training
Education
University of South Florida 1998 — 2001
B.S., Marketing
Major Marks's New England Financial Experience 1985 - Present
Job Financial Advisor at New England Financial
Industry Financial Services
Experience
New England Financial 1985 - Present
Skills
Financial Advisory, Small Business, Investments, Strategic Planning, Insurance, Finance, Retirement Planning, Financial Analysis, Wealth Management, Life Insurance, Mutual Funds, Mergers & Acquisitions, Due Diligence, Securities, IRAs, Investment Strategies, Asset Allocation, Fixed Annuities, Strategic Financial..., Estate Planning, 401k, Real Estate, Health Insurance, Retirement, Portfolio Management
Education
University of Pennsylvania 1953 — 1957
BA, English
The American College.CLU, ChFC
New England Financial 1985 - Present
Skills
Financial Advisory, Small Business, Investments, Strategic Planning, Insurance, Finance, Retirement Planning, Financial Analysis, Wealth Management, Life Insurance, Mutual Funds, Mergers & Acquisitions, Due Diligence, Securities, IRAs, Investment Strategies, Asset Allocation, Fixed Annuities, Strategic Financial..., Estate Planning, 401k, Real Estate, Health Insurance, Retirement, Portfolio Management
Education
University of Pennsylvania 1953 — 1957
BA, English
The American College.CLU, ChFC
Eric Zajo's New England Financial Experience December 1989 - June 2009
Job Owner, Benefit Planning Group, LLC
Industry Insurance
Experience
Benefit-Check.com January 2013 - Present
Benefit Planning Group, LLC May 2005 - Present
New England Financial December 1989 - June 2009
Skills
Personal Financial..., Stock Ananlysis, Insurance Products, Sales, Employee Benefits
Education
University of Rhode Island 1973 — 1976
BS, Resource Economics
College of Financial Planning
CFP, Certified Financial Planner
Benefit-Check.com January 2013 - Present
Benefit Planning Group, LLC May 2005 - Present
New England Financial December 1989 - June 2009
Skills
Personal Financial..., Stock Ananlysis, Insurance Products, Sales, Employee Benefits
Education
University of Rhode Island 1973 — 1976
BS, Resource Economics
College of Financial Planning
CFP, Certified Financial Planner
Ron Valentine's New England Financial Experience June 1984 - January 2003
Job Desktop IT Support
Industry Information Technology and Services
Experience
Atos July 2011 - Present
Siemens IT Solutions January 2003 - July 2011
New England Financial June 1984 - January 2003
Skills
Social Media, Microsoft Office, Television, Film, Event Management, Customer Service, Event Planning, Photoshop, Video Production, Microsoft Excel, Social Media Marketing, Entertainment, Remote Desktop, Technical Support, Windows, Microsoft Word, Management, Strategic Planning
Education
University of Prince Edward Island 1981 — 1984
Atos July 2011 - Present
Siemens IT Solutions January 2003 - July 2011
New England Financial June 1984 - January 2003
Skills
Social Media, Microsoft Office, Television, Film, Event Management, Customer Service, Event Planning, Photoshop, Video Production, Microsoft Excel, Social Media Marketing, Entertainment, Remote Desktop, Technical Support, Windows, Microsoft Word, Management, Strategic Planning
Education
University of Prince Edward Island 1981 — 1984
Bob Bhayani's New England Financial Experience April 1991 - December 2012
Job Axiom Financial Services LLC Managing Partner
Industry Financial Services
Experience
Axiom Financial Services LLC December 2012 - Present
New England Financial April 1991 - December 2012
Skills
Estate Planning, Investment Strategies, Wealth Management..., Wealth Accumulation..., Strategic Financial..., Investment Management, Qualified Retirement..., Disability Insurance, Whole Life, Term Life Insurance, High Net Worth...
Education
University of Pennsylvania - The Wharton School 1991 — 1992
Master of Business Administration (MBA)
University of Alabama 1986 — 1990
Bachelor's degree, Finance and Financial Management Services
Axiom Financial Services LLC December 2012 - Present
New England Financial April 1991 - December 2012
Skills
Estate Planning, Investment Strategies, Wealth Management..., Wealth Accumulation..., Strategic Financial..., Investment Management, Qualified Retirement..., Disability Insurance, Whole Life, Term Life Insurance, High Net Worth...
Education
University of Pennsylvania - The Wharton School 1991 — 1992
Master of Business Administration (MBA)
University of Alabama 1986 — 1990
Bachelor's degree, Finance and Financial Management Services
Thomas Westmoreland's New England Financial Experience October 2001 - June 2004
Job Office Manager at Westmoreland Legal
Industry Banking
Experience
Westmoreland Legal June 2015 - Present
Wells Fargo Home Mortgage December 2011 - June 2015
Wells Fargo Home Mortgage June 2010 - December 2011
Wells Fargo Home Mortgage June 2008 - June 2010
Wells Fargo Home Mortgage July 2007 - June 2008
Wells Fargo Home Mortgage September 2006 - July 2007
First American Financial Corporation October 2004 - July 2005
New England Financial October 2001 - June 2004
Bay State College January 2003 - May 2004
Bank of America May 2000 - July 2001
Skills
Mortgage Lending, Mortgage Banking, Loan Servicing, Mortgage Servicing, Loans, Risk Management, Banking, FHA, Access, Program Management, Foreclosures, Credit, REO, Software Documentation, Process Improvement, Management, Business Analysis
Education
University of North Carolina at Charlotte 1996 — 2001
BA, Psychology
Westmoreland Legal June 2015 - Present
Wells Fargo Home Mortgage December 2011 - June 2015
Wells Fargo Home Mortgage June 2010 - December 2011
Wells Fargo Home Mortgage June 2008 - June 2010
Wells Fargo Home Mortgage July 2007 - June 2008
Wells Fargo Home Mortgage September 2006 - July 2007
First American Financial Corporation October 2004 - July 2005
New England Financial October 2001 - June 2004
Bay State College January 2003 - May 2004
Bank of America May 2000 - July 2001
Skills
Mortgage Lending, Mortgage Banking, Loan Servicing, Mortgage Servicing, Loans, Risk Management, Banking, FHA, Access, Program Management, Foreclosures, Credit, REO, Software Documentation, Process Improvement, Management, Business Analysis
Education
University of North Carolina at Charlotte 1996 — 2001
BA, Psychology
Bobby Carr's New England Financial Experience January 2012 - January 2013
Job Vice President at rECarr Inc.
Industry Accounting
Experience
rECarr May 2013 - Present
New England Financial January 2012 - January 2013
PNC June 2010 - January 2012
Skills
Retirement Planning, Series 7, Mutual Funds, Investments, Series 63, Strategic Financial..., Wealth Management, Retirement, Fixed Annuities, Portfolio Management, Securities, Life Insurance, Financial Analysis, Insurance, Loans
Education
University of South Florida 2010 — 2012
rECarr May 2013 - Present
New England Financial January 2012 - January 2013
PNC June 2010 - January 2012
Skills
Retirement Planning, Series 7, Mutual Funds, Investments, Series 63, Strategic Financial..., Wealth Management, Retirement, Fixed Annuities, Portfolio Management, Securities, Life Insurance, Financial Analysis, Insurance, Loans
Education
University of South Florida 2010 — 2012
Phil Lauro's New England Financial Experience 2010 - 2011
Job Legal Services Professional
Industry Legal Services
Experience
Law Offices of Michael Gendelman 2009 - 2012
New England Financial 2010 - 2011
Skills
Tax Law, Tax, International Tax, Legal Research, Corporate Tax, Legal Advice, Corporate Law
Education
University of Notre Dame 1972 — 1975
Juris Doctor (J.D.)
University of Notre Dame 1971 — 1975
Master of Business Administration (M.B.A.)
University of San Francisco 1965 — 1969
Bachelor’s Degree, Political Science
Law Offices of Michael Gendelman 2009 - 2012
New England Financial 2010 - 2011
Skills
Tax Law, Tax, International Tax, Legal Research, Corporate Tax, Legal Advice, Corporate Law
Education
University of Notre Dame 1972 — 1975
Juris Doctor (J.D.)
University of Notre Dame 1971 — 1975
Master of Business Administration (M.B.A.)
University of San Francisco 1965 — 1969
Bachelor’s Degree, Political Science
Christopher Wolfe's New England Financial Experience June 2000 - June 2005
Job Advising business owners and individuals navigate their financial plans and wealth
Industry Financial Services
Experience
NRL Weath Creation Strategies , LLC March 2011 - Present
MassMutual Financial Group June 2005 - March 2011
New England Financial June 2000 - June 2005
Skills
Retirement Planning, Retirement, Mutual Funds, Wealth Management, Fixed Annuities, Investments, Strategic Financial..., Asset Allocation, Life Insurance, Disability Insurance, Insurance, Investment Advisory, 401k, Financial Advisory, IRAs, Portfolio Management, Qualified Retirement..., Variable Annuities, Succession Planning, ILIT, 72-t Retirment Income..., Retial Food Services..., Veterinarian Business...
Education
University of Pennsylvania 1996 — 2000
Political Science and Government
NRL Weath Creation Strategies , LLC March 2011 - Present
MassMutual Financial Group June 2005 - March 2011
New England Financial June 2000 - June 2005
Skills
Retirement Planning, Retirement, Mutual Funds, Wealth Management, Fixed Annuities, Investments, Strategic Financial..., Asset Allocation, Life Insurance, Disability Insurance, Insurance, Investment Advisory, 401k, Financial Advisory, IRAs, Portfolio Management, Qualified Retirement..., Variable Annuities, Succession Planning, ILIT, 72-t Retirment Income..., Retial Food Services..., Veterinarian Business...
Education
University of Pennsylvania 1996 — 2000
Political Science and Government
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO