New England Financial Services
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New England Financial Services Employees
Employee
Years
Job
Industry
Pete A. Martinez, MBA Wealth Manager Pete A. Martinez, MBA Wealth Manager's New England Financial Services Experience August 2001 - April 2006
Job Owner, Insight Financial Services
Industry Financial Services
Experience
INSIGHT FINANCIAL SERVICES April 2006 - Present
INSIGHT INSURANCE PARTNERS April 2006 - Present
New England Financial Services August 2001 - April 2006
United States Air Force July 1989 - January 2002
CPI June 1994 - August 2001
Skills
Strategic Planning, Sales, Investments, Risk Management, Team Building, Insurance, Leadership, Process Improvement, Leadership Development, Customer Service, Financial Analysis, New Business Development, Budgets, Program Management, Management, Operations Management
Education
Baker University
MBA, Finance
Rye Neck High School
University of Central Missouri
INSIGHT FINANCIAL SERVICES April 2006 - Present
INSIGHT INSURANCE PARTNERS April 2006 - Present
New England Financial Services August 2001 - April 2006
United States Air Force July 1989 - January 2002
CPI June 1994 - August 2001
Skills
Strategic Planning, Sales, Investments, Risk Management, Team Building, Insurance, Leadership, Process Improvement, Leadership Development, Customer Service, Financial Analysis, New Business Development, Budgets, Program Management, Management, Operations Management
Education
Baker University
MBA, Finance
Rye Neck High School
University of Central Missouri
Richard Finke Richard Finke's New England Financial Services Experience 1994 - 1997
Job Area Sales Manager at Fairbanks Scales
Industry Industrial Automation
Experience
Fairbanks Scales November 2007 - Present
Fairbanks Scales 2004 - 2007
Interface Security Systems 2002 - 2004
Mark VII Equipment 1999 - 2002
New England Financial Services 1994 - 1997
Farmers Insurance Group 1984 - 1994
Skills
Automation, Consultative Selling, Key Account Management, Channel Management, Prospecting, New Business Development, Professional Networking, Selling, Qualifying Prospects, Customer Service, B2B, Channel Partners, Marketing Strategy, Customer Satisfaction, Direct Sales, Cold Calling, Account Management, Sales Operations, Sales Management, Product Development, International Sales, Sales
Education
University of Central Missouri 1981 — 1984
BS, Criminal Justice, Industrial Security
Fairbanks Scales November 2007 - Present
Fairbanks Scales 2004 - 2007
Interface Security Systems 2002 - 2004
Mark VII Equipment 1999 - 2002
New England Financial Services 1994 - 1997
Farmers Insurance Group 1984 - 1994
Skills
Automation, Consultative Selling, Key Account Management, Channel Management, Prospecting, New Business Development, Professional Networking, Selling, Qualifying Prospects, Customer Service, B2B, Channel Partners, Marketing Strategy, Customer Satisfaction, Direct Sales, Cold Calling, Account Management, Sales Operations, Sales Management, Product Development, International Sales, Sales
Education
University of Central Missouri 1981 — 1984
BS, Criminal Justice, Industrial Security
Ricky Lindenhovius Ricky Lindenhovius's New England Financial Services Experience October 2003 - July 2005
Job
Industry Marketing and Advertising
Experience
Huge June 2013 - Present
mcgarrybowen April 2011 - June 2013
Baycrest Partners April 2010 - April 2011
Tesseract Capital, LLC October 2009 - November 2010
Jordan & Jordan November 2008 - October 2009
Vibrant Media March 2006 - November 2008
ShadowTV 2004 - 2006
New England Financial Services October 2003 - July 2005
Rochester Institute of Technology July 2004 - June 2005
Skills
Chef, DevOps, Solution Architecture, Ruby, Jenkins, Java, Python, Amazon Web Services..., Docker, High Availability, System Architecture, Troubleshooting, Build Automation, Linux, Nginx, Apache, IIS, Puppet, MySQL, Rackspace, VMware, Microsoft SQL Server, Git, Shell Scripting, Bubble Wrap, Scalability, Web Applications, Presentations, Ubuntu, Windows Server, Mesos, Kubernetes, Google Cloud Platform
Education
Rochester Institute of Technology
Huge June 2013 - Present
mcgarrybowen April 2011 - June 2013
Baycrest Partners April 2010 - April 2011
Tesseract Capital, LLC October 2009 - November 2010
Jordan & Jordan November 2008 - October 2009
Vibrant Media March 2006 - November 2008
ShadowTV 2004 - 2006
New England Financial Services October 2003 - July 2005
Rochester Institute of Technology July 2004 - June 2005
Skills
Chef, DevOps, Solution Architecture, Ruby, Jenkins, Java, Python, Amazon Web Services..., Docker, High Availability, System Architecture, Troubleshooting, Build Automation, Linux, Nginx, Apache, IIS, Puppet, MySQL, Rackspace, VMware, Microsoft SQL Server, Git, Shell Scripting, Bubble Wrap, Scalability, Web Applications, Presentations, Ubuntu, Windows Server, Mesos, Kubernetes, Google Cloud Platform
Education
Rochester Institute of Technology
Steven Gimmarro, AAMS®, AWMA®, CWS® Steven Gimmarro, AAMS®, AWMA®, CWS®'s New England Financial Services Experience 1996 - 2002
Job Partner Strategy Based Financial Planner
Industry Financial Services
Experience
Summit Pointe Financial Group June 2011 - Present
First National Bank of Omaha March 2007 - March 2011
Lincoln Financial Advisors 2002 - 2007
New England Financial Services 1996 - 2002
First Financial Group (Missouri) 1985 - 1996
Education
College for Financial Planning 2008 — 2011
Accredited Asset Management Advisor and Accredited Wealth Management Strategist, Wealth Management
Cannon Financial Education 2009 — 2010
Certified Wealth Strategist, Advanced Estate Planning, Business Planning, Investment Planning and Retirement Planning.
University of Missouri-Kansas City 1977 — 1981
Truman High School
Summit Pointe Financial Group June 2011 - Present
First National Bank of Omaha March 2007 - March 2011
Lincoln Financial Advisors 2002 - 2007
New England Financial Services 1996 - 2002
First Financial Group (Missouri) 1985 - 1996
Education
College for Financial Planning 2008 — 2011
Accredited Asset Management Advisor and Accredited Wealth Management Strategist, Wealth Management
Cannon Financial Education 2009 — 2010
Certified Wealth Strategist, Advanced Estate Planning, Business Planning, Investment Planning and Retirement Planning.
University of Missouri-Kansas City 1977 — 1981
Truman High School
Joseph S. Inzerillo Joseph S. Inzerillo's New England Financial Services Experience October 1991 - May 1998
Job Licensed Associate at Aflac Green District office Los Alamitos, CA
Industry Insurance
Experience
Aflac - Green District - Los Alamitos January 2014 - Present
C.I. Services, Inc. / CIS Solar, Inc. February 2010 - Present
OC Product Account Management Group January 2013 - Present
Executive Consultants Group 2014 - 2014
Structure PMG April 2012 - December 2012
Compass Benefit Solutions, Inc. January 2008 - February 2009
BancWest Investment Services June 1998 - December 2007
Sanwa Bank 1998 - 2000
New England Financial Services October 1991 - May 1998
Integralert Security, Inc. January 1984 - October 1991
Skills
Sales Management, Coaching, Strategic Planning, Sales Process, Trade Show..., Budgets, Customer Service, PV Solar, Construction, Renewable Energy, Home Security, Business Security, Customer Relations, Budgeting, Closer, Networker, Team Motivator, Trade Shows, Product Account Manager, Consultant, Project Coordination, Contract Negotiating, Sales, Management, Negotiation, Leadership, Team Leadership, Project Planning, Contract Negotiation, Entrepreneurship, Finance, Photovoltaics, Marketing, New Business Development, Program Management, Account Management, Project Management, Business Development, Contract Management, Process Improvement, Team Building, Insurance, Strategy, Business Planning, Cross-functional Team..., Training, Start-ups, Operations Management, Management Consulting, Selling
Education
Mercy College 1971 — 1976
BS, Marketing Management
Aflac - Green District - Los Alamitos January 2014 - Present
C.I. Services, Inc. / CIS Solar, Inc. February 2010 - Present
OC Product Account Management Group January 2013 - Present
Executive Consultants Group 2014 - 2014
Structure PMG April 2012 - December 2012
Compass Benefit Solutions, Inc. January 2008 - February 2009
BancWest Investment Services June 1998 - December 2007
Sanwa Bank 1998 - 2000
New England Financial Services October 1991 - May 1998
Integralert Security, Inc. January 1984 - October 1991
Skills
Sales Management, Coaching, Strategic Planning, Sales Process, Trade Show..., Budgets, Customer Service, PV Solar, Construction, Renewable Energy, Home Security, Business Security, Customer Relations, Budgeting, Closer, Networker, Team Motivator, Trade Shows, Product Account Manager, Consultant, Project Coordination, Contract Negotiating, Sales, Management, Negotiation, Leadership, Team Leadership, Project Planning, Contract Negotiation, Entrepreneurship, Finance, Photovoltaics, Marketing, New Business Development, Program Management, Account Management, Project Management, Business Development, Contract Management, Process Improvement, Team Building, Insurance, Strategy, Business Planning, Cross-functional Team..., Training, Start-ups, Operations Management, Management Consulting, Selling
Education
Mercy College 1971 — 1976
BS, Marketing Management
Janet S Hernandez Janet S Hernandez's New England Financial Services Experience August 1997 - September 1999
Job Independent Distributor at Reliv International
Industry Medical Practice
Experience
Heartfelt Inspirations May 2010 - Present
North Scottsdale Family Medicine January 2001 - Present
New England Financial Services August 1997 - September 1999
Chris-Town Mall/Grossman Company Properties April 1992 - October 1997
Skills
Data Entry, Marketing, Medical Records, Medical Billing, Medical Terminology, Medical Coding, Microsoft Excel, Customer Service, Microsoft Word, Healthcare, Cpr Certified, Retail, Public Speaking, HIPAA, Event Planning, CPR Certified, Team Building
Education
Gateway Community College 1992 — 1992
Sacred Heart Of Mary High School 1970 — 1974
General Studies, 12
Heartfelt Inspirations May 2010 - Present
North Scottsdale Family Medicine January 2001 - Present
New England Financial Services August 1997 - September 1999
Chris-Town Mall/Grossman Company Properties April 1992 - October 1997
Skills
Data Entry, Marketing, Medical Records, Medical Billing, Medical Terminology, Medical Coding, Microsoft Excel, Customer Service, Microsoft Word, Healthcare, Cpr Certified, Retail, Public Speaking, HIPAA, Event Planning, CPR Certified, Team Building
Education
Gateway Community College 1992 — 1992
Sacred Heart Of Mary High School 1970 — 1974
General Studies, 12
Heather Gay Heather Gay's New England Financial Services Experience July 2005 - February 2006
Job Coordinator Real Estate Operations
Industry Commercial Real Estate
Experience
Academy Sports + Outdoors February 2015 - Present
Academy Sports + Outdoors April 2014 - February 2015
Academy Sports + Outdoors November 2011 - April 2014
REGENCY CENTERS2006 - 2009 February 2006 - November 2009
NEW ENGLAND FINANCIAL SERVICES July 2005 - February 2006
BEAZER HOMES USA March 2003 - July 2004
WALDEN MANAGEMENT COMPANY January 2002 - July 2002
VISTAR/VSA January 2001 - January 2002
Skills
Process Scheduler, Budgets, Real Estate, Property Management, Construction, Leases, Customer Service, Training, Administrative..., Microsoft Excel, Outlook, Software Documentation, Contract Negotiation, PowerPoint, Event Planning, Contract Management, MS Project, Process Improvement
Education
Texas A&M University 1999 — 2000
BS, Agricultural Development
Weimar High School 1992 — 1994
Academy Sports + Outdoors February 2015 - Present
Academy Sports + Outdoors April 2014 - February 2015
Academy Sports + Outdoors November 2011 - April 2014
REGENCY CENTERS2006 - 2009 February 2006 - November 2009
NEW ENGLAND FINANCIAL SERVICES July 2005 - February 2006
BEAZER HOMES USA March 2003 - July 2004
WALDEN MANAGEMENT COMPANY January 2002 - July 2002
VISTAR/VSA January 2001 - January 2002
Skills
Process Scheduler, Budgets, Real Estate, Property Management, Construction, Leases, Customer Service, Training, Administrative..., Microsoft Excel, Outlook, Software Documentation, Contract Negotiation, PowerPoint, Event Planning, Contract Management, MS Project, Process Improvement
Education
Texas A&M University 1999 — 2000
BS, Agricultural Development
Weimar High School 1992 — 1994
Eddie L. Stallworth Jr.'s New England Financial Services Experience 2004 - 2005
Job Managing Partner at Phalanx Financial Solutions Group
Industry Financial Services
Experience
Phalanx Financial Solutions Group March 2014 - Present
AIG June 2013 - March 2014
Wealth Design Group, LLC June 2005 - March 2014
NEW ENGLAND FINANCIAL SERVICES 2004 - 2005
American Income Life 2001 - 2002
MetLife Financial Services 1999 - 2001
Skills
Succession Planning, Estate Planning, Employee Benefits, Pensions, Finance, Non-profits, Disability Insurance, Fixed Annuities, Long-term Care, Retirement, Life Insurance, Financial Planners, Wealth Accumulation, Insurance, Retirement Planning, Roth IRA, 401k, Financial Advisory, Financial Services, Health Insurance, IRAs, Investments, Leadership, Recruiting, Sales, Securities, Series 7, Strategic Financial..., Term Life Insurance, Wealth, Nonprofits, Small Business, Mutual Funds, Series 6, Series 63, Wealth Management, Whole Life, Financial Planning, Team Building, Strategic Planning, Management, Customer Service, Marketing, Coaching
Education
University of Houston-Downtown 1986 — 1988
Real Estate
Prairie View A&M University
Phalanx Financial Solutions Group March 2014 - Present
AIG June 2013 - March 2014
Wealth Design Group, LLC June 2005 - March 2014
NEW ENGLAND FINANCIAL SERVICES 2004 - 2005
American Income Life 2001 - 2002
MetLife Financial Services 1999 - 2001
Skills
Succession Planning, Estate Planning, Employee Benefits, Pensions, Finance, Non-profits, Disability Insurance, Fixed Annuities, Long-term Care, Retirement, Life Insurance, Financial Planners, Wealth Accumulation, Insurance, Retirement Planning, Roth IRA, 401k, Financial Advisory, Financial Services, Health Insurance, IRAs, Investments, Leadership, Recruiting, Sales, Securities, Series 7, Strategic Financial..., Term Life Insurance, Wealth, Nonprofits, Small Business, Mutual Funds, Series 6, Series 63, Wealth Management, Whole Life, Financial Planning, Team Building, Strategic Planning, Management, Customer Service, Marketing, Coaching
Education
University of Houston-Downtown 1986 — 1988
Real Estate
Prairie View A&M University
Farnaz Badie Farnaz Badie's New England Financial Services Experience October 1996 - February 1998
Job Analyst
Industry Financial Services
Experience
General Construction Services October 2010 - April 2012
Bank of America July 2007 - October 2009
Countrywide Financial Corporation July 2009 - September 2009
New England Financial Services October 1996 - February 1998
Skills
Research, Analysis, Account Reconciliation, Financial Reporting, Financial Analysis, Process Improvement, Project Management, Strategic Planning, Investments, Vendor Management
Education
California State University of Northridge 2002 — 2005
Bachelor of Science, Finance
Excelsior College 2003 — 2005
Bachelor of Science, General Business
Oxford Institution Of Technology
MICROSOFT CERTIFIED, MCSE: MICROSOFT CERTIFIED SYSTEM ENGINEER
General Construction Services October 2010 - April 2012
Bank of America July 2007 - October 2009
Countrywide Financial Corporation July 2009 - September 2009
New England Financial Services October 1996 - February 1998
Skills
Research, Analysis, Account Reconciliation, Financial Reporting, Financial Analysis, Process Improvement, Project Management, Strategic Planning, Investments, Vendor Management
Education
California State University of Northridge 2002 — 2005
Bachelor of Science, Finance
Excelsior College 2003 — 2005
Bachelor of Science, General Business
Oxford Institution Of Technology
MICROSOFT CERTIFIED, MCSE: MICROSOFT CERTIFIED SYSTEM ENGINEER
Timothy Hemcher's New England Financial Services Experience January 1986 - January 1991
Job Financial Services Professional
Industry Insurance
Experience
Allstate October 2012 - October 2013
Marquis Financial Marketing June 2011 - May 2012
PACIFIC LIFE INSURANCE COMPANY August 2008 - May 2011
Lincoln Financial Group September 2005 - January 2008
AXA DISTRIBUTORS, LLC January 1996 - January 2005
East Coast Division January 1998 - January 2002
AXA DISTRIBUTORS, LLC January 1996 - January 1998
UBS Wealth Management June 1993 - October 1996
PLANCO FINANCIAL SERVICES January 1992 - January 1993
NEW ENGLAND FINANCIAL SERVICES January 1986 - January 1991
Skills
Annuities, Wholesaling, Series 6, Retirement Planning, Wealth Transfer, Long Term Care, Wealth Management, Insurance, Insurance Planning, Investments, Series 63, Financial Planners, Long-term Care, Wealth
Education
Pfeiffer University 2002 — 2004
Bachelor of Arts, Business Administration
Allstate October 2012 - October 2013
Marquis Financial Marketing June 2011 - May 2012
PACIFIC LIFE INSURANCE COMPANY August 2008 - May 2011
Lincoln Financial Group September 2005 - January 2008
AXA DISTRIBUTORS, LLC January 1996 - January 2005
East Coast Division January 1998 - January 2002
AXA DISTRIBUTORS, LLC January 1996 - January 1998
UBS Wealth Management June 1993 - October 1996
PLANCO FINANCIAL SERVICES January 1992 - January 1993
NEW ENGLAND FINANCIAL SERVICES January 1986 - January 1991
Skills
Annuities, Wholesaling, Series 6, Retirement Planning, Wealth Transfer, Long Term Care, Wealth Management, Insurance, Insurance Planning, Investments, Series 63, Financial Planners, Long-term Care, Wealth
Education
Pfeiffer University 2002 — 2004
Bachelor of Arts, Business Administration
Russell Bauman's New England Financial Services Experience September 1982 - January 2009
Job Independent Financial Services Professional
Industry Financial Services
Experience
Omega Pensions, Inc January 2009 - Present
New England Financial Services September 1982 - January 2009
Education
Ohio University 1971 — 1976
BBA, Finance
Omega Pensions, Inc January 2009 - Present
New England Financial Services September 1982 - January 2009
Education
Ohio University 1971 — 1976
BBA, Finance
Dale Niemeier's New England Financial Services Experience 1978 - 1988
Job CEO at Roadmap to Learning
Industry Education Management
Experience
DeSoto ISD DirectorRoadmap to Learning2006 - Present
New England Financial Services 1978 - 1988
Education
The University of Texas at El Paso
BA, English, Psychology, Public Speaking
DeSoto ISD DirectorRoadmap to Learning2006 - Present
New England Financial Services 1978 - 1988
Education
The University of Texas at El Paso
BA, English, Psychology, Public Speaking
Mangan Jim's New England Financial Services Experience 1988 - 1993
Job Experienced writer and communicator engaged in education field.
Industry Writing and Editing
Experience
Winchester Public School System September 2005 - Present
Independent Marketing Consultant January 2000 - December 2004
John Hancock Financial Services 1995 - 2000
New England Financial Services 1988 - 1993
Education
Boston University 1976 — 1980
BA, English Literature
Winchester Public School System September 2005 - Present
Independent Marketing Consultant January 2000 - December 2004
John Hancock Financial Services 1995 - 2000
New England Financial Services 1988 - 1993
Education
Boston University 1976 — 1980
BA, English Literature
Suzie Dotson's New England Financial Services Experience March 1994 - July 1995
Job Secondary Receptionist at Cypress Christian School
Industry Retail
Experience
Cypress Christian School April 2015 - Present
Saks Fifth Avenue December 2010 - Present
Rosehill Christian School August 2006 - August 2007
Rosehill Christian School August 2006 - August 2007
Harold's July 2002 - December 2002
Southwest Airlines March 1996 - June 2001
Executive Lodging October 1995 - February 1996
New England Financial Services March 1994 - July 1995
Gadzooks December 1989 - June 1992
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Marketing, Fundraising, Customer Satisfaction, Training, Windows, Strategic Planning, Event Planning, Outlook, Management, Leadership, Inventory Management, Software Documentation, Sales, Process Scheduler, Time Management, Policy, Sales Management, Accounting, Selling, Retail, Sales Operations, Merchandising, Editing, Budgets, Social Networking, Team Building, Teamwork, Visual Merchandising, Analysis, Team Leadership, Data Entry, Recruiting, Administration
Education
Houston Community College
Klein Sr. High School
Lonestar College
Business Administration Technology
Cypress Christian School April 2015 - Present
Saks Fifth Avenue December 2010 - Present
Rosehill Christian School August 2006 - August 2007
Rosehill Christian School August 2006 - August 2007
Harold's July 2002 - December 2002
Southwest Airlines March 1996 - June 2001
Executive Lodging October 1995 - February 1996
New England Financial Services March 1994 - July 1995
Gadzooks December 1989 - June 1992
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Marketing, Fundraising, Customer Satisfaction, Training, Windows, Strategic Planning, Event Planning, Outlook, Management, Leadership, Inventory Management, Software Documentation, Sales, Process Scheduler, Time Management, Policy, Sales Management, Accounting, Selling, Retail, Sales Operations, Merchandising, Editing, Budgets, Social Networking, Team Building, Teamwork, Visual Merchandising, Analysis, Team Leadership, Data Entry, Recruiting, Administration
Education
Houston Community College
Klein Sr. High School
Lonestar College
Business Administration Technology