New England Life
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New England Life Employees
Employee
Years
Job
Industry
Brenden Bowman Brenden Bowman's New England Life Experience January 2000 - January 2002
Job General Manager at Keasler Properties
Industry Oil & Energy
Experience
Keasler Properties February 2009 - Present
Case Engineering and Lab January 2002 - Present
New England Life January 2000 - January 2002
The Mulholland Group March 1997 - December 2000
Skills
Management, Strategic Planning, Project Management, Music Industry, Songs, Entertainment, Business Analysis, Music, Music Production, Leadership, Business Strategy, Strategy, Series 7, Series 63, Investments, Marketing Strategy, Cross-functional Team..., Finance, Negotiation, Project Planning, Change Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), International Business, Marketing
Queen's University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Entrepreneurship
California State University, Northridge - Mike Curb College of Arts, Media, and Communication
Bachelor of Arts (B.A.), (RTVF) Radio, Television, Film and Communications
Keasler Properties February 2009 - Present
Case Engineering and Lab January 2002 - Present
New England Life January 2000 - January 2002
The Mulholland Group March 1997 - December 2000
Skills
Management, Strategic Planning, Project Management, Music Industry, Songs, Entertainment, Business Analysis, Music, Music Production, Leadership, Business Strategy, Strategy, Series 7, Series 63, Investments, Marketing Strategy, Cross-functional Team..., Finance, Negotiation, Project Planning, Change Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), International Business, Marketing
Queen's University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Entrepreneurship
California State University, Northridge - Mike Curb College of Arts, Media, and Communication
Bachelor of Arts (B.A.), (RTVF) Radio, Television, Film and Communications
Rodgers Harper's New England Life Experience 1971 - 1974
Job Management Consultant
Industry Management Consulting
Experience
Harvard Business School Club of Connecticut Community Partners 2005 - Present
Darien Rowayton Bank 2004 - Present
The Harper Company April 2001 - Present
American Red Cross, Connecticut Chapter 2005 - 2013
Argus Information and Advisory Services 2002 - 2004
First Manhattan Consulting Group 1983 - 2001
Booz Allen Hamilton 1977 - 1983
Atlantic Sails 1974 - 1977
New England Life 1971 - 1974
Skills
Strategic Planning, Problem Solving, Organizational..., Organizational..., Organizational Design, Marketing, Increase Productivity, Management Consulting
Education
Harvard Business School
MBA
Harvard Business School Club of Connecticut Community Partners 2005 - Present
Darien Rowayton Bank 2004 - Present
The Harper Company April 2001 - Present
American Red Cross, Connecticut Chapter 2005 - 2013
Argus Information and Advisory Services 2002 - 2004
First Manhattan Consulting Group 1983 - 2001
Booz Allen Hamilton 1977 - 1983
Atlantic Sails 1974 - 1977
New England Life 1971 - 1974
Skills
Strategic Planning, Problem Solving, Organizational..., Organizational..., Organizational Design, Marketing, Increase Productivity, Management Consulting
Education
Harvard Business School
MBA
Steve Vasconcellos Steve Vasconcellos's New England Life Experience September 1973 - September 1986
Job Senior Vice President at Aon Hewitt
Industry Insurance
Experience
Aon Hewitt September 1986 - Present
New England Life September 1973 - September 1986
Education
Suffolk Law School 1973 — 1977
Juris Doctor
Providence College 1965 — 1969
Bachelor of Arts, English Literature
Aon Hewitt September 1986 - Present
New England Life September 1973 - September 1986
Education
Suffolk Law School 1973 — 1977
Juris Doctor
Providence College 1965 — 1969
Bachelor of Arts, English Literature
Tom Field Tom Field's New England Life Experience 1979 - 1981
Job Web Site Developer at Self
Industry Computer Software
Experience
Self January 2013 - Present
Brigham and Womens Physicians Organization December 2011 - October 2012
Center for Connected Health (part of Partners Healthcare) April 2011 - October 2011
Blue Cross Blue Shield of Massachusetts 2005 - 2009
Tufts Health Plan 1998 - 2003
Tufts Health Plan 1993 - 2003
United Brands Company 1981 - 1988
New England Life 1979 - 1981
Skills
SQL, Healthcare Information..., Data Analysis, Access, Web Site Design, HTML, CSS, JavaScript, Photoshop, Dreamweaver, MS Access, VBA, Microsoft SQL Server, SAS programming, SPSS, Microsoft Word, Microsoft Excel, HEDIS, Relational Databases, Reporting Applications, Database Applications, Database Design, Health Insurance, Healthcare, Integration, Visual Basic, Visio, Web Design, SSRS
Education
University of Maine 1973 — 1978
Bachellor of Arts, Political Science and Government
Bangor High School 1972 — 1973
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Champlain Valley Union High School 1969 — 1972
Self January 2013 - Present
Brigham and Womens Physicians Organization December 2011 - October 2012
Center for Connected Health (part of Partners Healthcare) April 2011 - October 2011
Blue Cross Blue Shield of Massachusetts 2005 - 2009
Tufts Health Plan 1998 - 2003
Tufts Health Plan 1993 - 2003
United Brands Company 1981 - 1988
New England Life 1979 - 1981
Skills
SQL, Healthcare Information..., Data Analysis, Access, Web Site Design, HTML, CSS, JavaScript, Photoshop, Dreamweaver, MS Access, VBA, Microsoft SQL Server, SAS programming, SPSS, Microsoft Word, Microsoft Excel, HEDIS, Relational Databases, Reporting Applications, Database Applications, Database Design, Health Insurance, Healthcare, Integration, Visual Basic, Visio, Web Design, SSRS
Education
University of Maine 1973 — 1978
Bachellor of Arts, Political Science and Government
Bangor High School 1972 — 1973
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Champlain Valley Union High School 1969 — 1972
Bob Shafto Bob Shafto's New England Life Experience January 1972 - April 1998
Job Owner, Cape Digital Music LLC
Industry Music
Experience
Cape Digital Music LLC January 2000 - Present
New England Life January 1972 - April 1998
Skills
Sound Design, Original Music, Music Industry, Audio Engineering, Music, Video, Songwriting, Film, Musical Theatre, Studio Recording, Sound, Composition, Guitar, Music Publishing, Pro Tools, Music Production, Entertainment, Marketing Strategy, Editing, Video Production, Composer and Arranger...
Education
Drake University 1956 — 1959
BS, Actuarial Science
Drake University
Bachelor of Science (B.S.), Actuarial Science
Cape Digital Music LLC January 2000 - Present
New England Life January 1972 - April 1998
Skills
Sound Design, Original Music, Music Industry, Audio Engineering, Music, Video, Songwriting, Film, Musical Theatre, Studio Recording, Sound, Composition, Guitar, Music Publishing, Pro Tools, Music Production, Entertainment, Marketing Strategy, Editing, Video Production, Composer and Arranger...
Education
Drake University 1956 — 1959
BS, Actuarial Science
Drake University
Bachelor of Science (B.S.), Actuarial Science
Edward Dunlap's New England Life Experience 1972 - 1979
Job ReRetired at Ed Dunlap
Industry Banking
Experience
Home June 2014 - Present
Chemical Bank February 2012 - May 2014
M&T Bank August 2002 - November 2011
Newkirk June 2001 - August 2002
Quads TPA 1998 - 2001
M&T Bank 1995 - 1998
BNY Mellon August 1988 - June 1995
Wells Fargo Advisors November 1984 - August 1988
U.S. Bank 1979 - 1984
New England Life 1972 - 1979
Skills
Retirement Planning, Investments, Employee Benefits, Retirement, Management, Pensions, ERISA, 401k, Strategic Financial..., Mutual Funds, Insurance, Strategic Planning, Relationship Management, Investment Advisory, Business Planning, Customer Service, Retirement Plan..., Asset Allocation, Series 63, Coaching, Financial Planning, Sales Management, Series 6, New Business Development, Retirement Plan, Mentoring, Customer Relations
Education
Indiana University—Purdue University Fort Wayne 1967 — 1970
Indiana State University 1966 — 1968
Wolf Lake High School 1962 — 1966
Home June 2014 - Present
Chemical Bank February 2012 - May 2014
M&T Bank August 2002 - November 2011
Newkirk June 2001 - August 2002
Quads TPA 1998 - 2001
M&T Bank 1995 - 1998
BNY Mellon August 1988 - June 1995
Wells Fargo Advisors November 1984 - August 1988
U.S. Bank 1979 - 1984
New England Life 1972 - 1979
Skills
Retirement Planning, Investments, Employee Benefits, Retirement, Management, Pensions, ERISA, 401k, Strategic Financial..., Mutual Funds, Insurance, Strategic Planning, Relationship Management, Investment Advisory, Business Planning, Customer Service, Retirement Plan..., Asset Allocation, Series 63, Coaching, Financial Planning, Sales Management, Series 6, New Business Development, Retirement Plan, Mentoring, Customer Relations
Education
Indiana University—Purdue University Fort Wayne 1967 — 1970
Indiana State University 1966 — 1968
Wolf Lake High School 1962 — 1966
Fred Hannon Fred Hannon's New England Life Experience 1980 - 1986
Job Founder/Principal at Benefit Planners Group
Industry Insurance
Experience
Benefit Planners Group 1993 - Present
The Kraematon Group, Inc. 1986 - 1992
New England Life 1980 - 1986
Skills
Strategic Planning, Business Strategy, New Business Development, Team Building, Investments, Financial Analysis, Sales Management, Management, Leadership, Customer Service, Marketing Strategy, Insurance, Business Development, Project Management, Risk Management
Education
University of New Hampshire
Bachelor's Degree, Business Administration and Management
Babson College
Executive Management Program
Benefit Planners Group 1993 - Present
The Kraematon Group, Inc. 1986 - 1992
New England Life 1980 - 1986
Skills
Strategic Planning, Business Strategy, New Business Development, Team Building, Investments, Financial Analysis, Sales Management, Management, Leadership, Customer Service, Marketing Strategy, Insurance, Business Development, Project Management, Risk Management
Education
University of New Hampshire
Bachelor's Degree, Business Administration and Management
Babson College
Executive Management Program
Ralph Temple Ralph Temple's New England Life Experience May 1980 - October 1980
Job Specialty Insurance and Marketing Services, et al
Industry Insurance
Experience
Specialty Insurance, Marketing Services, et al October 2011 - Present
Creekmore Livingston, Inc. April 2004 - April 2012
Axco November 2003 - June 2004
JLT Services Corporation April 1993 - April 2003
New York Life June 1990 - April 1993
The MONY Group January 1984 - June 1990
Allianz Life October 1980 - January 1984
New England Life May 1980 - October 1980
Marsh May 1974 - May 1980
Unum February 1972 - May 1974
Skills
Program Management, Insurance, Marketing, Team Building, Employee Benefits, Underwriting, New Business Development, Brokers, Process Improvement, Strategic Planning, Account Management, Professional Liability, Contract Negotiation, Management, Real Estate, Sales, Life Insurance, Property & Casualty..., Liability, Negotiation, Disability Insurance, Business Development, Budgets, Term Life Insurance, Reinsurance, Legal Liability, Commercial Insurance, Health Insurance, Product Development, Risk Management, D&O, General Insurance, Analysis, Casualty, Product Marketing, Claim, Casualty Insurance
Education
The American College 1972 — 1974
CLU, Life and Health Insurance
Principia College 1963 — 1967
BA, Business Administration
Specialty Insurance, Marketing Services, et al October 2011 - Present
Creekmore Livingston, Inc. April 2004 - April 2012
Axco November 2003 - June 2004
JLT Services Corporation April 1993 - April 2003
New York Life June 1990 - April 1993
The MONY Group January 1984 - June 1990
Allianz Life October 1980 - January 1984
New England Life May 1980 - October 1980
Marsh May 1974 - May 1980
Unum February 1972 - May 1974
Skills
Program Management, Insurance, Marketing, Team Building, Employee Benefits, Underwriting, New Business Development, Brokers, Process Improvement, Strategic Planning, Account Management, Professional Liability, Contract Negotiation, Management, Real Estate, Sales, Life Insurance, Property & Casualty..., Liability, Negotiation, Disability Insurance, Business Development, Budgets, Term Life Insurance, Reinsurance, Legal Liability, Commercial Insurance, Health Insurance, Product Development, Risk Management, D&O, General Insurance, Analysis, Casualty, Product Marketing, Claim, Casualty Insurance
Education
The American College 1972 — 1974
CLU, Life and Health Insurance
Principia College 1963 — 1967
BA, Business Administration
Robert Leach Robert Leach's New England Life Experience 1985 - 1987
Job Vice PresidentUS Capital Management at John Hancock
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) January 2012 - Present
John Hancock September 2005 - December 2011
Manulife Financial / John Hancock April 2002 - September 2005
American Skandia Life Assurance Company 2000 - 2002
Sun Life of Canada 1987 - 2000
New England Life 1985 - 1987
New England Life 1978 - 1985
Mass Mutual Life 1977 - 1978
Skills
Actuarial Science, ALM, Reinsurance, Fixed Annuities, Insurance, Life Insurance, Risk Management, Economic Capital, Valuation, Capital Management, Investments, Financial Modeling, Financial Risk, 401k, Underwriting, Variable Annuities, Asset Managment, Retirement, Defined Benefit, Portfolio Management, Financial Services, Strategic Financial..., Asset Allocation
Education
Dartmouth College 1973 — 1977
AB, Mathematics
John Hancock Life Insurance Company (U.S.A.) January 2012 - Present
John Hancock September 2005 - December 2011
Manulife Financial / John Hancock April 2002 - September 2005
American Skandia Life Assurance Company 2000 - 2002
Sun Life of Canada 1987 - 2000
New England Life 1985 - 1987
New England Life 1978 - 1985
Mass Mutual Life 1977 - 1978
Skills
Actuarial Science, ALM, Reinsurance, Fixed Annuities, Insurance, Life Insurance, Risk Management, Economic Capital, Valuation, Capital Management, Investments, Financial Modeling, Financial Risk, 401k, Underwriting, Variable Annuities, Asset Managment, Retirement, Defined Benefit, Portfolio Management, Financial Services, Strategic Financial..., Asset Allocation
Education
Dartmouth College 1973 — 1977
AB, Mathematics
Charlie Nagelschmidt Charlie Nagelschmidt's New England Life Experience 1975 - 1983
Job Professor at the Stiller School of Business at Champlain College
Industry Higher Education
Experience
Champlain College January 2002 - Present
iMarch Partners, LLC August 1988 - April 2014
USASBE Small Business SIG January 2003 - January 2006
Competitive Computing 1999 - 2001
Peritus Software Services, Inc, 1988 - 2000
HIll Holliday 1983 - 1989
New England Life 1975 - 1983
Metropolitan Life Insurance Company 1975 - 1983
Skills
Start-ups, Higher Education, Leadership Development, Entrepreneurship, Public Speaking, Organizational..., Teaching, Leadership, Research, Workshop Facilitation, Strategic Planning, Small Business, Social Networking, Management Consulting, Program Management, Strategy, Team Building, Coaching, Analysis, Marketing Strategy, Team Leadership, Public Relations, Courses, Entrepreneurship..., Competitive Analysis, Change Management, Marketing Research, New Business Development, Business Education, Business Management, Product Development, Conflict Resolution, Economic Development, Administration, Mentoring, Business Strategy, Organizational..., Business Planning, Strategic Thinking, Social Entrepreneurship, Creative Problem Solving, Strategy Development, Critical Thinking, Entrepreneur, Marketing Communications, Team Management, Staff Development, Management
Education
Marlboro College 2000 — 2001
MSISM
Bentley College - Elkin B. McCallum Graduate School of Business 1985 — 1989
MSCIS
Bentley University 1973 — 1975
B.S. Accounting
Pittsfield & Taconic 1968 — 1971
Champlain College January 2002 - Present
iMarch Partners, LLC August 1988 - April 2014
USASBE Small Business SIG January 2003 - January 2006
Competitive Computing 1999 - 2001
Peritus Software Services, Inc, 1988 - 2000
HIll Holliday 1983 - 1989
New England Life 1975 - 1983
Metropolitan Life Insurance Company 1975 - 1983
Skills
Start-ups, Higher Education, Leadership Development, Entrepreneurship, Public Speaking, Organizational..., Teaching, Leadership, Research, Workshop Facilitation, Strategic Planning, Small Business, Social Networking, Management Consulting, Program Management, Strategy, Team Building, Coaching, Analysis, Marketing Strategy, Team Leadership, Public Relations, Courses, Entrepreneurship..., Competitive Analysis, Change Management, Marketing Research, New Business Development, Business Education, Business Management, Product Development, Conflict Resolution, Economic Development, Administration, Mentoring, Business Strategy, Organizational..., Business Planning, Strategic Thinking, Social Entrepreneurship, Creative Problem Solving, Strategy Development, Critical Thinking, Entrepreneur, Marketing Communications, Team Management, Staff Development, Management
Education
Marlboro College 2000 — 2001
MSISM
Bentley College - Elkin B. McCallum Graduate School of Business 1985 — 1989
MSCIS
Bentley University 1973 — 1975
B.S. Accounting
Pittsfield & Taconic 1968 — 1971
Joan D. Miller Joan D. Miller's New England Life Experience 1982 - 1991
Job Chief Marketing Officer at RHR International
Industry Management Consulting
Experience
RHR International September 2015 - Present
Blue Dun September 2014 - August 2015
Summit Partners 2001 - 2014
The Boston Consulting Group 2000 - 2001
State Street Research (acquired by BlackRock) 1992 - 1999
New England Investment Companies/Nvest (now Natixis Global Asset Management) 1991 - 1992
New England Life 1982 - 1991
Skills
Public Relations, Venture Capital, Marketing Communications, Integrated Marketing, Marketing Strategy, Business Strategy, Entrepreneurship, Strategy, Digital Marketing, New Business Development, Marketing, Management Consulting, Crisis Management, Corporate Development, Lead Generation, Management, Strategic Planning
Education
Simmons College
Bachelor's degree, with honors
RHR International September 2015 - Present
Blue Dun September 2014 - August 2015
Summit Partners 2001 - 2014
The Boston Consulting Group 2000 - 2001
State Street Research (acquired by BlackRock) 1992 - 1999
New England Investment Companies/Nvest (now Natixis Global Asset Management) 1991 - 1992
New England Life 1982 - 1991
Skills
Public Relations, Venture Capital, Marketing Communications, Integrated Marketing, Marketing Strategy, Business Strategy, Entrepreneurship, Strategy, Digital Marketing, New Business Development, Marketing, Management Consulting, Crisis Management, Corporate Development, Lead Generation, Management, Strategic Planning
Education
Simmons College
Bachelor's degree, with honors
Steve Berberich, HIA, CPC-P's New England Life Experience April 1983 - April 1988
Job Director of Claims & Data Integrity
Industry Insurance
Experience
Florida Health Care Plans February 2011 - Present
Halifax Medical Center May 2006 - February 2011
Fringe Benefits Management Company (FBMC) October 2003 - April 2006
Brown & Brown March 1991 - October 2003
Allmerica Financial April 1988 - December 1990
New England Life April 1983 - April 1988
Prudential Insurance September 1979 - April 1983
Skills
I have worked in most..., Health Insurance..., Certified Professional..., Claim, HIPAA, Insurance, Employee Benefits, Trizetto, Health Insurance, Benefits Administration, Customer Service, Medicare, Process Improvement, Access, Team Building, Healthcare, Management, Software Documentation, Healthcare Information..., Visio, Healthcare Management, Medical Billing, Managed Care, HMO, Claim Investigation, Utilization Management, Training, Health Policy, Provider Relations, Medical Coding, EHR, Subrogation, Medical Records, Medical Terminology, Microsoft Excel, Revenue Cycle, Medicaid, Healthcare Consulting, Claims Handling, Insurance Claims
Education
Daytona State College 2008 — 2016
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Daytona State College 2008 — 2014
Associate of Arts (A.A.), Business Administration and Management, General
Daytona State College 2008 — 2013
Associate of Applied Science, Business Administration
Daytona State College 2008 — 2013
Associate of Science (A.S.), Business Management
Florida Health Care Plans February 2011 - Present
Halifax Medical Center May 2006 - February 2011
Fringe Benefits Management Company (FBMC) October 2003 - April 2006
Brown & Brown March 1991 - October 2003
Allmerica Financial April 1988 - December 1990
New England Life April 1983 - April 1988
Prudential Insurance September 1979 - April 1983
Skills
I have worked in most..., Health Insurance..., Certified Professional..., Claim, HIPAA, Insurance, Employee Benefits, Trizetto, Health Insurance, Benefits Administration, Customer Service, Medicare, Process Improvement, Access, Team Building, Healthcare, Management, Software Documentation, Healthcare Information..., Visio, Healthcare Management, Medical Billing, Managed Care, HMO, Claim Investigation, Utilization Management, Training, Health Policy, Provider Relations, Medical Coding, EHR, Subrogation, Medical Records, Medical Terminology, Microsoft Excel, Revenue Cycle, Medicaid, Healthcare Consulting, Claims Handling, Insurance Claims
Education
Daytona State College 2008 — 2016
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Daytona State College 2008 — 2014
Associate of Arts (A.A.), Business Administration and Management, General
Daytona State College 2008 — 2013
Associate of Applied Science, Business Administration
Daytona State College 2008 — 2013
Associate of Science (A.S.), Business Management
Christina Welsford's New England Life Experience May 1982 - October 1983
Job VP F.S. Welsford Company
Industry Wholesale
Experience
F. S. Welsford Company, Inc, 2004 - Present
Global Chem-Feed Solutions, LLC 2007 - 2010
New England Life May 1982 - October 1983
SMY 1981 - 1982
Skills
Entrepreneurship, E-commerce, Real Estate Transactions, QuickBooks, Sales Management, Strategic Planning, New Business Development, B2B, Customer Service, Business Planning, Mergers & Acquisitions, Team Building, Negotiation, Strategy, Small Business, Sales, Contract Negotiation, Start-ups, Marketing Strategy, Business Strategy
Education
University of Notre Dame 1977 — 1981
BS, Mathematics Concentration
F. S. Welsford Company, Inc, 2004 - Present
Global Chem-Feed Solutions, LLC 2007 - 2010
New England Life May 1982 - October 1983
SMY 1981 - 1982
Skills
Entrepreneurship, E-commerce, Real Estate Transactions, QuickBooks, Sales Management, Strategic Planning, New Business Development, B2B, Customer Service, Business Planning, Mergers & Acquisitions, Team Building, Negotiation, Strategy, Small Business, Sales, Contract Negotiation, Start-ups, Marketing Strategy, Business Strategy
Education
University of Notre Dame 1977 — 1981
BS, Mathematics Concentration
Darlene Van Beek, CFP®, QPA,RFC Darlene Van Beek, CFP®, QPA,RFC's New England Life Experience 1982 - 1985
Job Financial Consultant/Retirement Planning Advisor
Industry Financial Services
Experience
Advisor 2015 - Present
AXA Advisors 2014 - 2015
Edward Jones 2013 - 2014
Financial Planning Association of Georgia 2007 - 2013
SunTrust Bank 1990 - 2013
Howard Simon & Associates 1985 - 1989
New England Life 1982 - 1985
Education
Northwestern University
B.A., Economics/Political Science
Advisor 2015 - Present
AXA Advisors 2014 - 2015
Edward Jones 2013 - 2014
Financial Planning Association of Georgia 2007 - 2013
SunTrust Bank 1990 - 2013
Howard Simon & Associates 1985 - 1989
New England Life 1982 - 1985
Education
Northwestern University
B.A., Economics/Political Science
Don Rowe Don Rowe's New England Life Experience 1987 - 1992
Job Managing Director at ProSential Group, LLC
Industry Information Technology and Services
Experience
ProSential Group 2009 - Present
HR Technology Advisors, LLC 2001 - 2012
Workscape 2000 - 2001
Starnex, Inc. 1999 - 2000
Andersen Consulting 1994 - 1999
New England Life 1987 - 1992
Skills
Health Insurance, Consulting, Employee Benefits, New Business Development, Executive Management, SaaS, Strategic Partnerships, Strategic Planning, HRIS, Insurance, HRO, HR Consulting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1994
MBA
Union College 1981 — 1985
BA, Political Science, Economics
ProSential Group 2009 - Present
HR Technology Advisors, LLC 2001 - 2012
Workscape 2000 - 2001
Starnex, Inc. 1999 - 2000
Andersen Consulting 1994 - 1999
New England Life 1987 - 1992
Skills
Health Insurance, Consulting, Employee Benefits, New Business Development, Executive Management, SaaS, Strategic Partnerships, Strategic Planning, HRIS, Insurance, HRO, HR Consulting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1994
MBA
Union College 1981 — 1985
BA, Political Science, Economics
Tom Cournoyer's New England Life Experience 1986 - 1987
Job Managing Director at Palmetto Advisory Group
Industry Financial Services
Experience
Palmetto Advisory Group October 2011 - Present
New England Financial January 2011 - March 2012
Investment Securities Distribution, LLC May 2009 - December 2010
Capital Group / American Funds 1999 - 2009
American Funds Distributors, Inc 1987 - 1999
New England Life 1986 - 1987
Patrician Equities Corporation January 1985 - 1986
IRE Financial Corporation January 1983 - 1985
Skills
Mutual Funds, Finance, Asset Management, Business Planning, Financial Services, Asset Allocation, Start-ups, ETFs, Investments, Fixed Annuities, Retirement, Business Development, Selling, Strategy, Series 7, Financial Advisory, Insurance
Education
Florida State University 1979 — 1982
Bachelor of Science, Business
Palmetto Advisory Group October 2011 - Present
New England Financial January 2011 - March 2012
Investment Securities Distribution, LLC May 2009 - December 2010
Capital Group / American Funds 1999 - 2009
American Funds Distributors, Inc 1987 - 1999
New England Life 1986 - 1987
Patrician Equities Corporation January 1985 - 1986
IRE Financial Corporation January 1983 - 1985
Skills
Mutual Funds, Finance, Asset Management, Business Planning, Financial Services, Asset Allocation, Start-ups, ETFs, Investments, Fixed Annuities, Retirement, Business Development, Selling, Strategy, Series 7, Financial Advisory, Insurance
Education
Florida State University 1979 — 1982
Bachelor of Science, Business
Margaret Kolm's New England Life Experience November 1978 - April 1983
Job Director, Medical Informatics at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation February 1991 - Present
IntelliMetrics Instrument Corp November 1987 - February 1991
Acorn Technology January 1987 - October 1987
Master Software July 1984 - July 1986
DataBank, New Zealand April 1983 - April 1984
New England Life November 1978 - April 1983
Skills
Medical Informatics, Clinical Informatics
Education
Bryn Mawr College 1974 — 1978
BA, Mathematics
Wayland High School
Cerner Corporation February 1991 - Present
IntelliMetrics Instrument Corp November 1987 - February 1991
Acorn Technology January 1987 - October 1987
Master Software July 1984 - July 1986
DataBank, New Zealand April 1983 - April 1984
New England Life November 1978 - April 1983
Skills
Medical Informatics, Clinical Informatics
Education
Bryn Mawr College 1974 — 1978
BA, Mathematics
Wayland High School
Rod Kampf Rod Kampf's New England Life Experience 1985 - 1988
Job Systems Analyst/Business Intelligence Analyst/Application Developer at Exploring Opportunities
Industry Computer Software
Experience
Exploring Opportunities July 2010 - Present
DST Systems March 1999 - June 2010
IBA Software Technologies 1998 - 1999
New England Financial 1997 - 1998
Hills Department Stores 1994 - 1997
Robert Allen Fabrics 1990 - 1994
Analog Devices 1988 - 1990
New England Life 1985 - 1988
Skills
Fileaid, SPUFI, CICS, Endevor, MVS, IBM Mainframe, Easytrieve, DB2, SQL, Visio, JCL, COBOL, VSAM, TSO, Mainframe, SDLC, IBM Utilities, ISPF, Systems Analysis, Lotus Notes, SQL Server, Access, Application Development, Software Development, Endeavor, Microsoft SQL Server, Process Improvement, Databases, Oracle, Testing, Business Process, Quality Assurance, Requirements Gathering, Visual Studio, Operating Systems, IMS DB/DC, C#, Visual Basic, .NET, Data Modeling, ETL
Education
New Horizons Computer Learning Center 2011 — 2012
MCTS 70-433, SQL Server 2008 R2 & SQL Server Business Intelligenct
Northeastern University 1980 — 1988
BS/BA, Management Information Systems
Exploring Opportunities July 2010 - Present
DST Systems March 1999 - June 2010
IBA Software Technologies 1998 - 1999
New England Financial 1997 - 1998
Hills Department Stores 1994 - 1997
Robert Allen Fabrics 1990 - 1994
Analog Devices 1988 - 1990
New England Life 1985 - 1988
Skills
Fileaid, SPUFI, CICS, Endevor, MVS, IBM Mainframe, Easytrieve, DB2, SQL, Visio, JCL, COBOL, VSAM, TSO, Mainframe, SDLC, IBM Utilities, ISPF, Systems Analysis, Lotus Notes, SQL Server, Access, Application Development, Software Development, Endeavor, Microsoft SQL Server, Process Improvement, Databases, Oracle, Testing, Business Process, Quality Assurance, Requirements Gathering, Visual Studio, Operating Systems, IMS DB/DC, C#, Visual Basic, .NET, Data Modeling, ETL
Education
New Horizons Computer Learning Center 2011 — 2012
MCTS 70-433, SQL Server 2008 R2 & SQL Server Business Intelligenct
Northeastern University 1980 — 1988
BS/BA, Management Information Systems
Frederick Penn Frederick Penn's New England Life Experience October 1970 - June 1974
Job I am a Published Author of the new book "111 Wonderful Ways To Build Children's Self Esteem & Confidence Everyday"
Industry Nonprofit Organization Management
Experience
Institute for Self Esteem & Evaluation (ISEE), Inc. May 1994 - Present
Institute for Self Esteem & Evaluation (ISEE), Inc. May 1994 - Present
Life & Health Insurance Companies January 1968 - June 1983
New England Life October 1970 - June 1974
Skills
Confidence & Self..., Published Author, Entertainment, Film, Fundraising, Non-profits, Community Outreach, Small Business, Public Speaking, Social Networking, Event Planning, Event Management, Social Media Marketing, Nonprofits, Leadership, Marketing Strategy, Entrepreneurship, Blogging, Strategic Planning, Online Marketing, Social Media, Public Relations, Teaching, Leadership Development, Volunteer Management, Media Relations, Editing, Grant Writing, Program Development, Facebook
Education
Wilson Jr. College 1963 — 1966
Associate of Arts (A.A.), Psychology
Roosevelt University
Pyschology
Institute for Self Esteem & Evaluation (ISEE), Inc. May 1994 - Present
Institute for Self Esteem & Evaluation (ISEE), Inc. May 1994 - Present
Life & Health Insurance Companies January 1968 - June 1983
New England Life October 1970 - June 1974
Skills
Confidence & Self..., Published Author, Entertainment, Film, Fundraising, Non-profits, Community Outreach, Small Business, Public Speaking, Social Networking, Event Planning, Event Management, Social Media Marketing, Nonprofits, Leadership, Marketing Strategy, Entrepreneurship, Blogging, Strategic Planning, Online Marketing, Social Media, Public Relations, Teaching, Leadership Development, Volunteer Management, Media Relations, Editing, Grant Writing, Program Development, Facebook
Education
Wilson Jr. College 1963 — 1966
Associate of Arts (A.A.), Psychology
Roosevelt University
Pyschology
Jim Catania Jim Catania's New England Life Experience March 1991 - December 1996
Job Director at The Siegfried Group
Industry Accounting
Experience
The Siegfried Group Financial Manager - Capital Markets GroupFleetBoston FinancialMarch 2000 - May 2004
PricewaterhouseCoopers 1997 - 2000
New England Life March 1991 - December 1996
Skills
Financial Reporting, SEC filings, Finance, Internal Controls, Analysis, Accounting, Sarbanes-Oxley Act, Auditing
Education
Northeastern University 1990 — 1995
Bachelor of Science, Accounting
The Siegfried Group Financial Manager - Capital Markets GroupFleetBoston FinancialMarch 2000 - May 2004
PricewaterhouseCoopers 1997 - 2000
New England Life March 1991 - December 1996
Skills
Financial Reporting, SEC filings, Finance, Internal Controls, Analysis, Accounting, Sarbanes-Oxley Act, Auditing
Education
Northeastern University 1990 — 1995
Bachelor of Science, Accounting
Richard Reynolds Richard Reynolds's New England Life Experience June 1970 - August 1978
Job Third try at retirement
Industry Real Estate
Experience
Third try at semi retirement. May 2013 - Present
The Reynolds Group September 2004 - December 2013
Tufts University October 2012 - May 2013
Tufts University February 2010 - October 2012
The Reynolds Group, Inc. October 2004 - February 2010
Spaulding and Slye 1993 - 2004
Reynolds, Vickery, Messina, and Griefen 1987 - 1993
Gerald D. Hines 1978 - 1986
New England Life June 1970 - August 1978
Skills
Real Estate, Real Estate Development, Commercial Real Estate, Leases, Asset Managment, Due Diligence, Location Intelligence, Asset Management, Brokerage, Construction, Corporate Real Estate, Dispositions, Facilities Management, Investment Properties, Negotiation, Real Estate Economics, Real Estate Transactions, Strategy, Valuation
Education
Babson College - Franklin W. Olin Graduate School of Business 1968 — 1970
MBA
Tufts University 1963 — 1967
BA, Economics
Third try at semi retirement. May 2013 - Present
The Reynolds Group September 2004 - December 2013
Tufts University October 2012 - May 2013
Tufts University February 2010 - October 2012
The Reynolds Group, Inc. October 2004 - February 2010
Spaulding and Slye 1993 - 2004
Reynolds, Vickery, Messina, and Griefen 1987 - 1993
Gerald D. Hines 1978 - 1986
New England Life June 1970 - August 1978
Skills
Real Estate, Real Estate Development, Commercial Real Estate, Leases, Asset Managment, Due Diligence, Location Intelligence, Asset Management, Brokerage, Construction, Corporate Real Estate, Dispositions, Facilities Management, Investment Properties, Negotiation, Real Estate Economics, Real Estate Transactions, Strategy, Valuation
Education
Babson College - Franklin W. Olin Graduate School of Business 1968 — 1970
MBA
Tufts University 1963 — 1967
BA, Economics
Charlie Cahill Charlie Cahill's New England Life Experience 1984 - 1986
Job Consulting Actuary at PSolve Cassidy
Industry Financial Services
Experience
P-Solve Cassidy (formerly Cassidy Retirement Group) January 2010 - Present
Aon Consulting August 1992 - December 2009
Mercer 1988 - 1991
Towers Perrin 1986 - 1988
New England Life 1984 - 1986
Kwasha Lipton 1983 - 1984
Skills
Pensions, Actuarial, Defined Benefit, Plan Design, Funding, Retirement, Actuarial Science, Business Planning, Insurance, Benefits Administration, Retirement Plan..., ERISA, Executive Pay, Employee Benefits, Retirement Planning, 401k, Qualified Retirement..., Defined Contribution, Pension Funds, Actuaries, Actuarial Consulting, ALM, Pension Administration, Profit Sharing, Asset Allocation, Investment Strategies
Education
University of Massachusetts, Amherst 1978 — 1982
BS, Applied Mathematics
Wellesley High School
P-Solve Cassidy (formerly Cassidy Retirement Group) January 2010 - Present
Aon Consulting August 1992 - December 2009
Mercer 1988 - 1991
Towers Perrin 1986 - 1988
New England Life 1984 - 1986
Kwasha Lipton 1983 - 1984
Skills
Pensions, Actuarial, Defined Benefit, Plan Design, Funding, Retirement, Actuarial Science, Business Planning, Insurance, Benefits Administration, Retirement Plan..., ERISA, Executive Pay, Employee Benefits, Retirement Planning, 401k, Qualified Retirement..., Defined Contribution, Pension Funds, Actuaries, Actuarial Consulting, ALM, Pension Administration, Profit Sharing, Asset Allocation, Investment Strategies
Education
University of Massachusetts, Amherst 1978 — 1982
BS, Applied Mathematics
Wellesley High School
Bruce Hartlein Bruce Hartlein's New England Life Experience 1984 - 1996
Job Vice PresidentLiberty Property Trust
Industry Real Estate
Experience
King of Prussia Business Improvement District January 2010 - Present
GVF January 2006 - Present
Liberty Property Trust September 1996 - Present
New England Life 1984 - 1996
Skills
Leasing, Real Estate Finance, Real Estate Transactions, Real Estate Development, LEED AP, Asset Management, REO, Land Development, Asset Disposition, Real Estate Economics, Asset Managment
Education
University of Pennsylvania - The Wharton School 1983 — 1984
MBA, Finance, Real Estate
Lafayette College 1975 — 1979
BA, Engineering
King of Prussia Business Improvement District January 2010 - Present
GVF January 2006 - Present
Liberty Property Trust September 1996 - Present
New England Life 1984 - 1996
Skills
Leasing, Real Estate Finance, Real Estate Transactions, Real Estate Development, LEED AP, Asset Management, REO, Land Development, Asset Disposition, Real Estate Economics, Asset Managment
Education
University of Pennsylvania - The Wharton School 1983 — 1984
MBA, Finance, Real Estate
Lafayette College 1975 — 1979
BA, Engineering
George E Bo Baker George E Bo Baker's New England Life Experience January 1972 - December 1977
Job Clergy Compensation Planners, Inc.
Industry Financial Services
Experience
Clergy Compensation Planners, Inc. January 1985 - Present
New England Life January 1972 - December 1977
New England life September 1964 - December 1971
Skills
Investments, Business Strategy, Strategic Planning, Compensation Structures, Estate Tax Planning, Tax Preparation
Education
Butler University 1961 — 1963
BS, Religion & Philosophy
Olivet Nazarene University 1957 — 1959
Clergy Compensation Planners, Inc. January 1985 - Present
New England Life January 1972 - December 1977
New England life September 1964 - December 1971
Skills
Investments, Business Strategy, Strategic Planning, Compensation Structures, Estate Tax Planning, Tax Preparation
Education
Butler University 1961 — 1963
BS, Religion & Philosophy
Olivet Nazarene University 1957 — 1959
Rob Bonasia's New England Life Experience March 1992 - September 1996
Job Business Manager BioPharma
Industry Publishing
Experience
Decision Resources January 2011 - Present
The Princeton Review September 2007 - December 2010
Houghton Mifflin June 2006 - September 2007
Achievement Technologies May 2000 - June 2006
The Learning Company September 1996 - May 2000
New England Life March 1992 - September 1996
Pitney Bowes June 1990 - June 1991
Education
Providence College 1986 — 1990
BS, Finance
Decision Resources January 2011 - Present
The Princeton Review September 2007 - December 2010
Houghton Mifflin June 2006 - September 2007
Achievement Technologies May 2000 - June 2006
The Learning Company September 1996 - May 2000
New England Life March 1992 - September 1996
Pitney Bowes June 1990 - June 1991
Education
Providence College 1986 — 1990
BS, Finance
Alfred Sanford Alfred Sanford's New England Life Experience 1986 - 1987
Job Owner, Servant Leadership LLC
Industry Management Consulting
Experience
Servant Leadership LLC September 1997 - Present
NewsChannel 5 Network 1995 - 1997
ARRIS 1993 - 1995
CIGNA 1988 - August 1993
New England Life 1986 - 1987
Skills
Team Building, Leadership Development, Management Consulting, Marketing Strategy, Strategic Planning, Business Planning, Nonprofits, Change Management, Contract Negotiation, Cross-functional Team..., Leadership, Strategy, Small Business, Management, Business Process..., Sales, Organizational..., Analysis, Project Management, Budgets, Marketing, New Business Development
Education
University of Virginia Darden School of Business 1987 — 1989
MBA, General Business
Howard University 1981 — 1985
BBA, Business
Girard College 1973 — 1981
High School Diploma
Servant Leadership LLC September 1997 - Present
NewsChannel 5 Network 1995 - 1997
ARRIS 1993 - 1995
CIGNA 1988 - August 1993
New England Life 1986 - 1987
Skills
Team Building, Leadership Development, Management Consulting, Marketing Strategy, Strategic Planning, Business Planning, Nonprofits, Change Management, Contract Negotiation, Cross-functional Team..., Leadership, Strategy, Small Business, Management, Business Process..., Sales, Organizational..., Analysis, Project Management, Budgets, Marketing, New Business Development
Education
University of Virginia Darden School of Business 1987 — 1989
MBA, General Business
Howard University 1981 — 1985
BBA, Business
Girard College 1973 — 1981
High School Diploma
Michael Steinman, FSA, MAAA's New England Life Experience August 1989 - November 1993
Job Chief Operating Officer, Team Focus Insurance Group and Chief Operating Officer, Capacity Insurance Company
Industry Insurance
Experience
Team Focus Insurance Group, LLC December 2007 - Present
Capacity Insurance Company October 2010 - Present
Assurant Solutions August 1999 - August 2007
Assurant Specialty Property August 1999 - August 2007
American Bankers Insurance Group December 1993 - August 1999
New England Life August 1989 - November 1993
Sun Life Financial June 1986 - July 1989
Skills
Insurance, Reinsurance, Risk Management, Actuarial, New Business Development, Product Development, Product Management, M&A experience, Strategic Planning, Business Strategy, Financial Planning, Financial Analysis, Financial Modeling, Underwriting, Operations, Program Management, Business Valuation, Risk Assessment, Profitability Analysis, Profitability..., Direct Marketing, Warranty, Warranty Administration, Credit Insurance, Strategic Financial..., Actuarial Science, Property & Casualty..., Casualty, Claim, General Insurance, Financial Services, Commercial Insurance, Liability
Education
Lehigh University 1982 — 1986
BS, Accounting, Actuarial Science
Team Focus Insurance Group, LLC December 2007 - Present
Capacity Insurance Company October 2010 - Present
Assurant Solutions August 1999 - August 2007
Assurant Specialty Property August 1999 - August 2007
American Bankers Insurance Group December 1993 - August 1999
New England Life August 1989 - November 1993
Sun Life Financial June 1986 - July 1989
Skills
Insurance, Reinsurance, Risk Management, Actuarial, New Business Development, Product Development, Product Management, M&A experience, Strategic Planning, Business Strategy, Financial Planning, Financial Analysis, Financial Modeling, Underwriting, Operations, Program Management, Business Valuation, Risk Assessment, Profitability Analysis, Profitability..., Direct Marketing, Warranty, Warranty Administration, Credit Insurance, Strategic Financial..., Actuarial Science, Property & Casualty..., Casualty, Claim, General Insurance, Financial Services, Commercial Insurance, Liability
Education
Lehigh University 1982 — 1986
BS, Accounting, Actuarial Science
Roberta Shafto's New England Life Experience April 2004 - May 2008
Job Senior Vice President, Global Procurement at
Industry Information Technology and Services
Experience
Deft Infosystems (P) Ltd. February 2011 - Present
Cwain Consulting September 2007 - February 2011
The Institute for Partner Education & Development December 2008 - August 2009
TransAware July 2008 - July 2009
GSG Consulting September 2008 - March 2009
New England Life April 2004 - May 2008
Comcast 2002 - 2004
Education
Boston College 1985 — 1989
Boston College 1981 — 1985
Deft Infosystems (P) Ltd. February 2011 - Present
Cwain Consulting September 2007 - February 2011
The Institute for Partner Education & Development December 2008 - August 2009
TransAware July 2008 - July 2009
GSG Consulting September 2008 - March 2009
New England Life April 2004 - May 2008
Comcast 2002 - 2004
Education
Boston College 1985 — 1989
Boston College 1981 — 1985
Charles Levin's New England Life Experience 1967 - 1981
Job Owner, Levin Law Offices
Industry Law Practice
Experience
Levin Law Offices September 1981 - Present
BNI 2000 - 2010
BNI 2000 - 2010
New England Life 1967 - 1981
Skills
Estate Planning, Real Estate, Probate, Wills, Trusts, Contract Negotiation, Public Speaking, Negotiating Contracts, Real Estate Development, Negotiation, Powers of Attorney, Legal Research, Civil Litigation, Litigation, Mediation, Real Estate Transactions, Legal Writing, Family Law, Courts, Bankruptcy, Residential Homes, Commercial Litigation, Small Business, Corporate Law
Education
Suffolk University Law School 1969 — 1973
JD, Law
Colby College 1963 — 1967
Economics
Levin Law Offices September 1981 - Present
BNI 2000 - 2010
BNI 2000 - 2010
New England Life 1967 - 1981
Skills
Estate Planning, Real Estate, Probate, Wills, Trusts, Contract Negotiation, Public Speaking, Negotiating Contracts, Real Estate Development, Negotiation, Powers of Attorney, Legal Research, Civil Litigation, Litigation, Mediation, Real Estate Transactions, Legal Writing, Family Law, Courts, Bankruptcy, Residential Homes, Commercial Litigation, Small Business, Corporate Law
Education
Suffolk University Law School 1969 — 1973
JD, Law
Colby College 1963 — 1967
Economics
Lynne Flatley's New England Life Experience 1978 - 1982
Job Data Analyst at Northrop Grumman Information Systems
Industry Information Technology and Services
Experience
Northrop Grumman Information Systems April 2012 - Present
Blue Cross Blue Shield of South Carolina September 2010 - July 2012
Liberty Mutual June 2004 - August 2008
City of Boston February 2003 - July 2003
New England Financial December 1997 - August 2001
Mellon Bank September 1994 - December 1997
Mellon 1994 - 1997
New England Life 1978 - 1982
Skills
DB2, z/OS, REXX, Replication, Database Administration, OS/390, Performance Tuning, SQL, Stored Procedures, SQL Tuning, JCL, Mainframe, AIX, COBOL, Microsoft SQL Server, CICS, Databases, Data Warehousing, Data Modeling, Unix, Data Warehouse..., Websphere, Data Migration
Education
Emmanuel College 1974 — 1977
Northrop Grumman Information Systems April 2012 - Present
Blue Cross Blue Shield of South Carolina September 2010 - July 2012
Liberty Mutual June 2004 - August 2008
City of Boston February 2003 - July 2003
New England Financial December 1997 - August 2001
Mellon Bank September 1994 - December 1997
Mellon 1994 - 1997
New England Life 1978 - 1982
Skills
DB2, z/OS, REXX, Replication, Database Administration, OS/390, Performance Tuning, SQL, Stored Procedures, SQL Tuning, JCL, Mainframe, AIX, COBOL, Microsoft SQL Server, CICS, Databases, Data Warehousing, Data Modeling, Unix, Data Warehouse..., Websphere, Data Migration
Education
Emmanuel College 1974 — 1977
Barbara Posnick's New England Life Experience 1984 - 1988
Job Adjunct Professor at Boston University
Industry Insurance
Experience
Boston University April 2013 - Present
Consultant January 2009 - Present
UniCare June 1997 - December 2008
Blue Cross Blue Shield of MA June 1992 - March 1997
Towers Perrin 1988 - 1991
New England Life 1984 - 1988
John Hancock Financial Services 1982 - 1984
Shiloah Insurance May 1982 - November 1982
John Hancock Financial Services 1977 - 1981
Skills
Health Insurance, Insurance, Data Analysis, Underwriting, Employee Benefits, Leadership, Medicare, Actuarial Science, Managed Care, Analysis, Program Management
Education
Brown University 1973 — 1977
Sc.B., Mathematics
Classical High School 1970 — 1973
Boston University April 2013 - Present
Consultant January 2009 - Present
UniCare June 1997 - December 2008
Blue Cross Blue Shield of MA June 1992 - March 1997
Towers Perrin 1988 - 1991
New England Life 1984 - 1988
John Hancock Financial Services 1982 - 1984
Shiloah Insurance May 1982 - November 1982
John Hancock Financial Services 1977 - 1981
Skills
Health Insurance, Insurance, Data Analysis, Underwriting, Employee Benefits, Leadership, Medicare, Actuarial Science, Managed Care, Analysis, Program Management
Education
Brown University 1973 — 1977
Sc.B., Mathematics
Classical High School 1970 — 1973
James Coliz's New England Life Experience 1979 - 1984
Job Managing Partner at St Anskar Research
Industry Religious Institutions
Experience
St Anskar Research July 2004 - Present
Galt House Hotel & Suites 2004 - 2012
Syracuse University 1989 - 1995
New England Life 1979 - 1984
Mutual Benefit Life Ins Co 1973 - 1979
US Army 1970 - 1971
Skills
Telecommunications, Customer Service, Event Planning, Event Management, Leadership
Education
Indiana University Bloomington 1987 — 1990
Ph.D., Telecommunication
University of Colorado Boulder 1984 — 1986
M.S., Telecommunications
University of Wisconsin-Stevens Point
Bachelor of Science (BS), Economics
St Anskar Research July 2004 - Present
Galt House Hotel & Suites 2004 - 2012
Syracuse University 1989 - 1995
New England Life 1979 - 1984
Mutual Benefit Life Ins Co 1973 - 1979
US Army 1970 - 1971
Skills
Telecommunications, Customer Service, Event Planning, Event Management, Leadership
Education
Indiana University Bloomington 1987 — 1990
Ph.D., Telecommunication
University of Colorado Boulder 1984 — 1986
M.S., Telecommunications
University of Wisconsin-Stevens Point
Bachelor of Science (BS), Economics
David Santomenna's New England Life Experience 1991 - 1994
Job Associate Director of Land Conservation at The Trustees of Reservations
Industry Nonprofit Organization Management
Experience
The Trustees of Reservations January 2015 - Present
Essex County Greenbelt April 2000 - January 2014
The Trust for Public Land April 1996 - March 2000
New England Life 1991 - 1994
Skills
Nonprofits, Project Management, Land Use Planning, Grant Writing, Public Policy, Policy Analysis, Non-profits, Environmental Policy, Sustainability, Program Development, GIS, ArcGIS, Conservation Issues, Environmental Education, Community Outreach, Research, Land Use, Strategic Planning, Grants, Environmental Awareness, Fundraising, Public Speaking, Ecology, Environmental Science, Natural Resource..., Sustainable Development, Climate Change, Community Development
Education
Carleton College 1982 — 1986
BA, History
Concord Academy 1978 — 1982
Carlisle Public Schools
The Trustees of Reservations January 2015 - Present
Essex County Greenbelt April 2000 - January 2014
The Trust for Public Land April 1996 - March 2000
New England Life 1991 - 1994
Skills
Nonprofits, Project Management, Land Use Planning, Grant Writing, Public Policy, Policy Analysis, Non-profits, Environmental Policy, Sustainability, Program Development, GIS, ArcGIS, Conservation Issues, Environmental Education, Community Outreach, Research, Land Use, Strategic Planning, Grants, Environmental Awareness, Fundraising, Public Speaking, Ecology, Environmental Science, Natural Resource..., Sustainable Development, Climate Change, Community Development
Education
Carleton College 1982 — 1986
BA, History
Concord Academy 1978 — 1982
Carlisle Public Schools
Jeff Devlin, PMP, SSBB, ITIL's New England Life Experience 1980 - 1985
Job Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2002 - Present
AXA Financial 1992 - 2002
Bankers Trust Company 1989 - 1992
Bank of New York 1985 - 1989
New England Life 1980 - 1985
Skills
Process Improvement, ERP, Business Intelligence, Front Office, Infrastructure, Business Process..., Enterprise Software, Program Management, Change Management, IT Management, Leadership, Project Management, Data Warehousing, SDLC, PMP, ITIL, Vendor Management, Back Office, Risk Management, Risk Assessment, CRM, Executive Management, Customer Service, Technical Architecture, Teamwork, Strategic Planning, Financial Services, Integration, IT Strategy, Mutual Funds, Management, Databases, Software Development, Governance, ETL, Quality Assurance, Oracle, Project Portfolio..., Strategy
Education
AXA University
Managing in a Multi-National and Multi-Cultural Corporation
New York University
B.A., Economics, Economics
International Institute for Learning
Xavier High School
TIAA-CREF 2002 - Present
AXA Financial 1992 - 2002
Bankers Trust Company 1989 - 1992
Bank of New York 1985 - 1989
New England Life 1980 - 1985
Skills
Process Improvement, ERP, Business Intelligence, Front Office, Infrastructure, Business Process..., Enterprise Software, Program Management, Change Management, IT Management, Leadership, Project Management, Data Warehousing, SDLC, PMP, ITIL, Vendor Management, Back Office, Risk Management, Risk Assessment, CRM, Executive Management, Customer Service, Technical Architecture, Teamwork, Strategic Planning, Financial Services, Integration, IT Strategy, Mutual Funds, Management, Databases, Software Development, Governance, ETL, Quality Assurance, Oracle, Project Portfolio..., Strategy
Education
AXA University
Managing in a Multi-National and Multi-Cultural Corporation
New York University
B.A., Economics, Economics
International Institute for Learning
Xavier High School
Paul Ciaccia's New England Life Experience 1994 - 1999
Job Assistant Vice President at Metropolitan Life
Industry Financial Services
Experience
Metropolitan Life 1997 - Present
Metlife 1996 - 2008
MetLife Financial Services 1969 - 2008
New England Life 1994 - 1999
New England Mutual Life Insurance Co. 1980 - 1997
Education
Babson College 1974 — 1978
MBA, Management/Marketing
Northeastern University 1971 — 1974
BS, Management
Metropolitan Life 1997 - Present
Metlife 1996 - 2008
MetLife Financial Services 1969 - 2008
New England Life 1994 - 1999
New England Mutual Life Insurance Co. 1980 - 1997
Education
Babson College 1974 — 1978
MBA, Management/Marketing
Northeastern University 1971 — 1974
BS, Management
Jay Kennedy's New England Life Experience 1999 - 2000
Job Quality Assurance Manager, AVP at State Street
Industry Information Technology and Services
Experience
State Street July 2008 - Present
MetLife January 2000 - May 2008
New England Life 1999 - 2000
Skills
Quality Assurance, SDLC, Quality Center, Waterfall, Resource Management, User Acceptance Testing, Project Management, Software Quality..., Test Planning, Regression Testing, Test Cases, Test Management, Defect Tracking, Test Strategy, Test Automation, Testing, System Testing, QTP, Requirements Analysis, Software Development
Education
University of Massachusetts Boston 1973 — 1977
State Street July 2008 - Present
MetLife January 2000 - May 2008
New England Life 1999 - 2000
Skills
Quality Assurance, SDLC, Quality Center, Waterfall, Resource Management, User Acceptance Testing, Project Management, Software Quality..., Test Planning, Regression Testing, Test Cases, Test Management, Defect Tracking, Test Strategy, Test Automation, Testing, System Testing, QTP, Requirements Analysis, Software Development
Education
University of Massachusetts Boston 1973 — 1977
Paul Kuveke III's New England Life Experience October 1987 - July 1989
Job CEO at Kuveke Group
Industry Insurance
Experience
Kuveke Group April 1992 - Present
Alexander & Alexander, Inc. July 1989 - April 1992
New England Life October 1987 - July 1989
Manufacturers Hanover Trust July 1984 - September 1987
Skills
Wealth Advisory, Wealth Transfer/Estate..., Wealth Management, Legacy Planning, Philanthropic Advisory, Charitable Planning, Inheritance Education..., Charitable Remainder..., Executive Benefits, Life Insurance, Management Consulting, Disability Insurance, Employee Benefits, 401k, Long Term Care Insurance, Retirement Planning, Finance, Business Strategy, Consulting, Mergers & Acquisitions, Management, Risk Management, Investments, Strategy, Leadership, Portfolio Management, Sales
Education
Washington and Lee University 1980 — 1984
BA
Fordham Prep
The American College
CLU, ChFC, RHU, REBC, CAP, Compensation, Employee Benefits, Estate Planning
Kuveke Group April 1992 - Present
Alexander & Alexander, Inc. July 1989 - April 1992
New England Life October 1987 - July 1989
Manufacturers Hanover Trust July 1984 - September 1987
Skills
Wealth Advisory, Wealth Transfer/Estate..., Wealth Management, Legacy Planning, Philanthropic Advisory, Charitable Planning, Inheritance Education..., Charitable Remainder..., Executive Benefits, Life Insurance, Management Consulting, Disability Insurance, Employee Benefits, 401k, Long Term Care Insurance, Retirement Planning, Finance, Business Strategy, Consulting, Mergers & Acquisitions, Management, Risk Management, Investments, Strategy, Leadership, Portfolio Management, Sales
Education
Washington and Lee University 1980 — 1984
BA
Fordham Prep
The American College
CLU, ChFC, RHU, REBC, CAP, Compensation, Employee Benefits, Estate Planning
Patricia Motejunas's New England Life Experience September 1980 - December 1988
Job Former Senior Vice President at State Street
Industry Financial Services
Experience
State Street Corp March 2006 - December 2012
Eagle Investment Systems 2003 - 2006
State Street Corporation December 1989 - July 2003
New England Life September 1980 - December 1988
Skills
Data Analysis, Database Design, Data Warehousing, Information Management, Business Analysis, Fund Accounting, Project Management, Oracle RAC, Leadership, Financial Services, Mutual Funds, Fixed Income, Securities, Equities, Bloomberg, SDLC, Risk Management, Finance, Vendor Management, Derivatives, Process Improvement, Hedge Funds, Asset Management
Education
Bentley University
MS CIS, Computer Information Systems
University of New Hampshire
Bachelor of Science, Mathematics Education
State Street Corp March 2006 - December 2012
Eagle Investment Systems 2003 - 2006
State Street Corporation December 1989 - July 2003
New England Life September 1980 - December 1988
Skills
Data Analysis, Database Design, Data Warehousing, Information Management, Business Analysis, Fund Accounting, Project Management, Oracle RAC, Leadership, Financial Services, Mutual Funds, Fixed Income, Securities, Equities, Bloomberg, SDLC, Risk Management, Finance, Vendor Management, Derivatives, Process Improvement, Hedge Funds, Asset Management
Education
Bentley University
MS CIS, Computer Information Systems
University of New Hampshire
Bachelor of Science, Mathematics Education
Leslee Weiss 魏思漪's New England Life Experience January 1981 - January 1984
Job Office Manager at Tedford & Pond, LLP
Industry Law Practice
Experience
Tedford & Pond, LLP June 2010 - Present
Tedford & Henry, LLP March 2010 - June 2010
Radiant Systems April 2008 - December 2008
Aetna 2003 - 2006
Aetna 1997 - 2002
CIGNA 1996 - 1997
Aetna 1989 - 1996
GTE Government Systems January 1984 - January 1989
New England Life January 1981 - January 1984
Skills
Project Planning, Project Implementation, Project Coordination, Event Planning, Event Management, Implementation Services, Program Implementation, Technology..., Implementing Processes, Internal Communications, Office Administration, Change Management, Chinese culture, Chinese language, Business Process, Chinese, Leadership, Corporate Communications, Customer Service, Management, Project Management, Strategic Communications, Training, Operations Management, Strategic Planning, Business Analysis, Process Improvement, Vendor Management
Education
Boston University
MBA
Connecticut College
B.S.
National Taiwan Normal University
Tunghai University
Tedford & Pond, LLP June 2010 - Present
Tedford & Henry, LLP March 2010 - June 2010
Radiant Systems April 2008 - December 2008
Aetna 2003 - 2006
Aetna 1997 - 2002
CIGNA 1996 - 1997
Aetna 1989 - 1996
GTE Government Systems January 1984 - January 1989
New England Life January 1981 - January 1984
Skills
Project Planning, Project Implementation, Project Coordination, Event Planning, Event Management, Implementation Services, Program Implementation, Technology..., Implementing Processes, Internal Communications, Office Administration, Change Management, Chinese culture, Chinese language, Business Process, Chinese, Leadership, Corporate Communications, Customer Service, Management, Project Management, Strategic Communications, Training, Operations Management, Strategic Planning, Business Analysis, Process Improvement, Vendor Management
Education
Boston University
MBA
Connecticut College
B.S.
National Taiwan Normal University
Tunghai University
thomas ocallahan's New England Life Experience March 1981 - March 1983
Job Senior programmer analyst at FMGLOBAL
Industry Information Technology and Services
Experience
FMGLOBAL September 2010 - Present
Unemployed and Looking for Work December 2008 - September 2010
State Street Bank and Trust Corporation January 1991 - January 2008
state street corp 1991 - 2008
Bank of Boston March 1983 - March 1991
Bank of Boston March 1983 - January 1991
New England Life March 1981 - March 1983
New England Life March 1981 - March 1983
Cambridge School Department September 1978 - March 1981
Cambridge Public Schools August 1978 - March 1981
Skills
JCL, VSAM, COBOL, CICS, Fileaid, Access, MVS, NDM, PL/1, Project Management, Microsoft Excel, Serena Changeman
Education
University of Massachusetts Boston 1974 — 1978
BA, Mathematics - pure
Boston University
University of Massachusetts Boston
Bachelor of Arts, Pure Mathematics
FMGLOBAL September 2010 - Present
Unemployed and Looking for Work December 2008 - September 2010
State Street Bank and Trust Corporation January 1991 - January 2008
state street corp 1991 - 2008
Bank of Boston March 1983 - March 1991
Bank of Boston March 1983 - January 1991
New England Life March 1981 - March 1983
New England Life March 1981 - March 1983
Cambridge School Department September 1978 - March 1981
Cambridge Public Schools August 1978 - March 1981
Skills
JCL, VSAM, COBOL, CICS, Fileaid, Access, MVS, NDM, PL/1, Project Management, Microsoft Excel, Serena Changeman
Education
University of Massachusetts Boston 1974 — 1978
BA, Mathematics - pure
Boston University
University of Massachusetts Boston
Bachelor of Arts, Pure Mathematics
Patrick McChrystal's New England Life Experience January 1990 - December 1993
Job Vice President at Lockton Companies
Industry Insurance
Experience
Lockton Companies June 2013 - Present
Axis Insurance Company December 2008 - June 2013
Travelers April 2004 - November 2008
St. Paul Travelers April 2001 - March 2004
Aon Risk Services December 1993 - April 2001
New England Life January 1990 - December 1993
CNA December 1987 - January 1990
Skills
Underwriting, Insurance, Financial Institutions, Directors & Officers..., Employment Practices..., Professional Liability, Insurance Brokerage, Risk Management, Management, Fiduciary, Financial Services, D&O, Property & Casualty..., Liability, Excess
Education
Eastern Illinois University 1983 — 1987
Batchelor of Science, Business - Finance Concentration
Lockton Companies June 2013 - Present
Axis Insurance Company December 2008 - June 2013
Travelers April 2004 - November 2008
St. Paul Travelers April 2001 - March 2004
Aon Risk Services December 1993 - April 2001
New England Life January 1990 - December 1993
CNA December 1987 - January 1990
Skills
Underwriting, Insurance, Financial Institutions, Directors & Officers..., Employment Practices..., Professional Liability, Insurance Brokerage, Risk Management, Management, Fiduciary, Financial Services, D&O, Property & Casualty..., Liability, Excess
Education
Eastern Illinois University 1983 — 1987
Batchelor of Science, Business - Finance Concentration
Mark Kucera's New England Life Experience 1982 - 1986
Job Vice President at JPMorgan Chase
Industry Investment Management
Experience
JPMorgan Chase Client Service ManagerJPMorgan1986 - Present
JPMorgan Chase Bank, N.A. 1986 - Present
JPMorgan Investor Services 1986 - Present
USTrust Company of New York 1986 - 1995
New England Life 1982 - 1986
New England Life 1982 - 1986
Skills
Mutual Funds, Global Custody, Back Office, Equities, Alternative Investments, ETFs, Middle Office, Fixed Income, Bloomberg, Derivatives, Fund Accounting, Capital Markets, Fund Administration, Financial Services, Hedge Funds, Securities, Relationship Management, Corporate Actions, Wealth Management, Asset Management, Investments
Education
Boston University 1972 — 1976
B.A., Philosophy and Sociology
JPMorgan Chase Client Service ManagerJPMorgan1986 - Present
JPMorgan Chase Bank, N.A. 1986 - Present
JPMorgan Investor Services 1986 - Present
USTrust Company of New York 1986 - 1995
New England Life 1982 - 1986
New England Life 1982 - 1986
Skills
Mutual Funds, Global Custody, Back Office, Equities, Alternative Investments, ETFs, Middle Office, Fixed Income, Bloomberg, Derivatives, Fund Accounting, Capital Markets, Fund Administration, Financial Services, Hedge Funds, Securities, Relationship Management, Corporate Actions, Wealth Management, Asset Management, Investments
Education
Boston University 1972 — 1976
B.A., Philosophy and Sociology
Marilyn Hailer's New England Life Experience 1978 - 1995
Job Asset Servicing Merger & Integration at BNYMellon
Industry Financial Services
Experience
BNYMellon Managing DirectorThe Bank of New York Mellon2007 - Present
Mellon Financial 1996 - Present
Mellon HR Solutions 2000 - 2003
Dreyfus- Retirement Services 1996 - 2000
New England Life 1978 - 1995
Skills
Securities, Integration, Mergers & Acquisitions, Financial Services, Management, Mutual Funds, Asset Management
Education
Saint Michael's College 1974 — 1978
BA, American Studies
BNYMellon Managing DirectorThe Bank of New York Mellon2007 - Present
Mellon Financial 1996 - Present
Mellon HR Solutions 2000 - 2003
Dreyfus- Retirement Services 1996 - 2000
New England Life 1978 - 1995
Skills
Securities, Integration, Mergers & Acquisitions, Financial Services, Management, Mutual Funds, Asset Management
Education
Saint Michael's College 1974 — 1978
BA, American Studies
Edward DiNatale's New England Life Experience 1971 - 1980
Job Homeless Veterans Program Case Manager
Industry Human Resources
Experience
RETIRED January 2012 - Present
Goodwill Industries September 2010 - January 2013
Office of Employment and Training Kentucky December 2009 - September 2010
Blue Harbor Consulting Group 2010 - 2010
Fidelity Investments December 2006 - February 2009
Fidelity Investments August 1999 - December 2006
Fleet Bank January 1992 - August 1999
New England Life 1971 - 1980
Skills
Deferred Compensation, Project Management, Case Managment, Customer Service, Relationship Management, 401k, Interviews, Training, Team Building, Strategic Planning, Program Management, Case Management, CRM, Employee Benefits, Financial Services, Leadership, Management, Process Improvement
Education
Suffolk University 1970 — 1975
BA, Business Administration
Bryant and Stratton Junior College
AA, Computer Programming
RETIRED January 2012 - Present
Goodwill Industries September 2010 - January 2013
Office of Employment and Training Kentucky December 2009 - September 2010
Blue Harbor Consulting Group 2010 - 2010
Fidelity Investments December 2006 - February 2009
Fidelity Investments August 1999 - December 2006
Fleet Bank January 1992 - August 1999
New England Life 1971 - 1980
Skills
Deferred Compensation, Project Management, Case Managment, Customer Service, Relationship Management, 401k, Interviews, Training, Team Building, Strategic Planning, Program Management, Case Management, CRM, Employee Benefits, Financial Services, Leadership, Management, Process Improvement
Education
Suffolk University 1970 — 1975
BA, Business Administration
Bryant and Stratton Junior College
AA, Computer Programming
Darlene Grady Duggan's New England Life Experience 1975 - 1984
Job .
Industry Consumer Goods
Experience
Winning Moves Games October 1995 - 2014
New England Life 1975 - 1984
Skills
Toys, Consumer Products, Product Development, Brand Management, Business Strategy, Management, Negotiation, Brand Development, Strategic Planning, Team Building, Packaging, Project Management, Retail, Licensing, Sales, Marketing Communications, Strategy, Account Management, Product Management, Start-ups, Trade Shows, Creative Direction, Marketing Strategy, New Business Development, Forecasting
Education
Salem State College 1992 — 2003
Finance, Business Management
Winning Moves Games October 1995 - 2014
New England Life 1975 - 1984
Skills
Toys, Consumer Products, Product Development, Brand Management, Business Strategy, Management, Negotiation, Brand Development, Strategic Planning, Team Building, Packaging, Project Management, Retail, Licensing, Sales, Marketing Communications, Strategy, Account Management, Product Management, Start-ups, Trade Shows, Creative Direction, Marketing Strategy, New Business Development, Forecasting
Education
Salem State College 1992 — 2003
Finance, Business Management
Sean Connor's New England Life Experience 1983 - 1987
Job Voice Communications Analyst at Commonwealth of Massachusetts
Industry Telecommunications
Experience
Commonwealth of Massachusetts 2010 - Present
American Express February 2006 - 2009
Thomas Cook Travel/American Express January 1992 - January 2006
Blue Cross Blue Shield of Massachusetts January 1990 - January 1992
Bank of New England 1987 - 1990
New England Life 1983 - 1987
Skills
Call Center, Avaya PBX, Project Planning, Project Implementation, Network Design, Carrier Management, Voice Networks, Voice Mail, MS Office Suite, System Deployment, Vendor Management, VoIP, ITIL, Microsoft Office, Call Centers, Project Management, Telecommunications, Avaya, Cisco Technologies, Troubleshooting, Management, Cellular Communications, Networking, Program Management, Security, Telephony, Disaster Recovery, Integration, CMS, Business Analysis, Avaya Technologies, Access, WAN, Unified Communications, Network Communications, Switches, Team Leadership
Education
Boston College
B.S
Roxbury Latin
Commonwealth of Massachusetts 2010 - Present
American Express February 2006 - 2009
Thomas Cook Travel/American Express January 1992 - January 2006
Blue Cross Blue Shield of Massachusetts January 1990 - January 1992
Bank of New England 1987 - 1990
New England Life 1983 - 1987
Skills
Call Center, Avaya PBX, Project Planning, Project Implementation, Network Design, Carrier Management, Voice Networks, Voice Mail, MS Office Suite, System Deployment, Vendor Management, VoIP, ITIL, Microsoft Office, Call Centers, Project Management, Telecommunications, Avaya, Cisco Technologies, Troubleshooting, Management, Cellular Communications, Networking, Program Management, Security, Telephony, Disaster Recovery, Integration, CMS, Business Analysis, Avaya Technologies, Access, WAN, Unified Communications, Network Communications, Switches, Team Leadership
Education
Boston College
B.S
Roxbury Latin
Bob Dumont's New England Life Experience March 1957 - December 1980
Job Independent Human Resources Professional
Industry Human Resources
Experience
Commonwealth of Massachusetts July 1995 - September 2000
Commonwealth of Massachusetts October 1991 - July 1995
Dumont, Kiradjieff and Moriarty January 1981 - October 1991
New England Life March 1957 - December 1980
Commonwealth of Massachusetts 1973 - 1974
Skills
Non-profits, Community Outreach, Contract Negotiation, Leadership Development, New Business Development, Research, Business Strategy, Strategic Planning, Social Media, Public Speaking, Organizational..., Public Relations, Project Management, Team Leadership, Fundraising, Nonprofits, Leadership, Policy, Program Management, Coaching, Training, Event Planning, Entrepreneurship, Strategy, Start-ups, Government, Team Building
Education
Dartmouth College 1952 — 1956
AB, Government
St. Mark's School 1947 — 1952
Commonwealth of Massachusetts July 1995 - September 2000
Commonwealth of Massachusetts October 1991 - July 1995
Dumont, Kiradjieff and Moriarty January 1981 - October 1991
New England Life March 1957 - December 1980
Commonwealth of Massachusetts 1973 - 1974
Skills
Non-profits, Community Outreach, Contract Negotiation, Leadership Development, New Business Development, Research, Business Strategy, Strategic Planning, Social Media, Public Speaking, Organizational..., Public Relations, Project Management, Team Leadership, Fundraising, Nonprofits, Leadership, Policy, Program Management, Coaching, Training, Event Planning, Entrepreneurship, Strategy, Start-ups, Government, Team Building
Education
Dartmouth College 1952 — 1956
AB, Government
St. Mark's School 1947 — 1952
John J. Cotter, Esq.'s New England Life Experience February 1988 - January 1996
Job Attorney Expert Witness
Industry Legal Services
Experience
Law Office of John Cotter January 2009 - Present
Law Office of John J. Cotter January 2009 - Present
Fidelity Investments Company March 2007 - December 2008
Lexington Insurance Company January 2001 - March 2007
John Hancock Funds, Inc January 1996 - January 2001
New England Life February 1988 - January 1996
Skills
Arbitration, Mediation, CLU, ChFC, CPCU,, Associate in Surplus..., Extensive teaching and..., Held FINRA Series 6, 7,..., Held life, health, P&C,..., Compliance, Securities, Litigation, Dispute Resolution, FINRA, Securities Law, Alternative Dispute..., Litigation Support, Mutual Funds, Securities Regulation, Corporate Governance, Insurance
Education
Boston University
Bachelor of Arts, Government
New England School of Law
Juris Doctorate, Law
The American College
Masters of Arts, Financial Services
The American College
CLU, ChFC, Insurance
Law Office of John Cotter January 2009 - Present
Law Office of John J. Cotter January 2009 - Present
Fidelity Investments Company March 2007 - December 2008
Lexington Insurance Company January 2001 - March 2007
John Hancock Funds, Inc January 1996 - January 2001
New England Life February 1988 - January 1996
Skills
Arbitration, Mediation, CLU, ChFC, CPCU,, Associate in Surplus..., Extensive teaching and..., Held FINRA Series 6, 7,..., Held life, health, P&C,..., Compliance, Securities, Litigation, Dispute Resolution, FINRA, Securities Law, Alternative Dispute..., Litigation Support, Mutual Funds, Securities Regulation, Corporate Governance, Insurance
Education
Boston University
Bachelor of Arts, Government
New England School of Law
Juris Doctorate, Law
The American College
Masters of Arts, Financial Services
The American College
CLU, ChFC, Insurance
Barbara Ridge's New England Life Experience 1995 - 1999
Job Vice President at CJP
Industry Nonprofit Organization Management
Larry Shea's New England Life Experience 1974 - 1996
Job Math Tutor at Shea Tutoring Quincy
Industry Education Management
Experience
Shea Tutoring Quincy MA September 2006 - Present
MetLife 1996 - May 2006
New England Life 1974 - 1996
Skills
Mathematics, Insurance, Analysis, Access, Software Documentation, Business Analysis, Risk Management, Microsoft Excel, Microsoft Word
Education
University of Massachusetts Boston 1971 — 1974
BA, Math, Psychology, Computer Science
Xaverian Brothers High School 1964 — 1968
Shea Tutoring Quincy MA September 2006 - Present
MetLife 1996 - May 2006
New England Life 1974 - 1996
Skills
Mathematics, Insurance, Analysis, Access, Software Documentation, Business Analysis, Risk Management, Microsoft Excel, Microsoft Word
Education
University of Massachusetts Boston 1971 — 1974
BA, Math, Psychology, Computer Science
Xaverian Brothers High School 1964 — 1968
Alison Harvey's New England Life Experience 1981 - 1984
Job Senior Director at Manulife/John Hancock
Industry Insurance
Experience
Manulife/John Hancock March 2014 - Present
Boston By Foot, Inc. 2015 - 2015
Boston By Foot, Inc. 2015 - 2015
Manulife Financial March 2013 - March 2014
Manulife Asset Management March 2011 - March 2013
John Hancock Financial November 2004 - February 2011
John Hancock 2002 - October 2004
New England Life 1981 - 1984
Skills
Business Analysis, PMP, Management, SDLC, Requirements Gathering, Business Requirements, Vendor Management, Business Process..., Financial Services, Project Portfolio..., Process Improvement, Project Management, Program Management, Requirements Analysis, Business Intelligence, Visio, PMO, Risk Management
Education
Northeastern University 1982 — 1986
BS, MIS
Endicott College 1977 — 1979
Belfast Area High School 1974 — 1977
Manulife/John Hancock March 2014 - Present
Boston By Foot, Inc. 2015 - 2015
Boston By Foot, Inc. 2015 - 2015
Manulife Financial March 2013 - March 2014
Manulife Asset Management March 2011 - March 2013
John Hancock Financial November 2004 - February 2011
John Hancock 2002 - October 2004
New England Life 1981 - 1984
Skills
Business Analysis, PMP, Management, SDLC, Requirements Gathering, Business Requirements, Vendor Management, Business Process..., Financial Services, Project Portfolio..., Process Improvement, Project Management, Program Management, Requirements Analysis, Business Intelligence, Visio, PMO, Risk Management
Education
Northeastern University 1982 — 1986
BS, MIS
Endicott College 1977 — 1979
Belfast Area High School 1974 — 1977
David Egel's New England Life Experience January 1981 - January 1982
Job New England New Business Consultant at The Retirement Advantage, Inc.
Industry Financial Services
Experience
The Retirement Advantage, Inc. June 2011 - Present
ING October 2002 - June 2011
CitiStreet January 2000 - January 2002
STATE STREET RESEARCH & MANAGEMENT CO January 1998 - January 2000
U.S January 1990 - January 1998
SUN LIFE OF CANADA January 1983 - January 1998
WORRELL, PASSANATI & RADOCCIA, INC January 1982 - January 1983
New England Life January 1981 - January 1982
NEW ENGLAND LIFE January 1979 - January 1982
New England Life January 1979 - January 1981
Skills
Retirement, 401k, Retirement Planning, ERISA, Mutual Funds, Retirement Plan..., Pensions, Profit Sharing, Marketing Strategy, Defined Benefit, Employee Benefits, Investments
Education
Suffolk University Law School
J.D
Boston University
B.A
The Retirement Advantage, Inc. June 2011 - Present
ING October 2002 - June 2011
CitiStreet January 2000 - January 2002
STATE STREET RESEARCH & MANAGEMENT CO January 1998 - January 2000
U.S January 1990 - January 1998
SUN LIFE OF CANADA January 1983 - January 1998
WORRELL, PASSANATI & RADOCCIA, INC January 1982 - January 1983
New England Life January 1981 - January 1982
NEW ENGLAND LIFE January 1979 - January 1982
New England Life January 1979 - January 1981
Skills
Retirement, 401k, Retirement Planning, ERISA, Mutual Funds, Retirement Plan..., Pensions, Profit Sharing, Marketing Strategy, Defined Benefit, Employee Benefits, Investments
Education
Suffolk University Law School
J.D
Boston University
B.A
Joan Mongeau's New England Life Experience 1980 - 1987
Job Executive Director at Melrose Chamber of Commerce
Industry Program Development
Experience
Melrose Chamber of Commerce Quality AssuranceStill River Retirement SoftwareNovember 2001 - January 2008
Coopers and Lybrand 1987 - 1994
New England Life 1980 - 1987
New England Financial 1980 - 1986
Education
Boston College - Wallace E. Carroll Graduate School of Management 1982 — 1986
MBA, Organizational Behavior Studies
Mount Holyoke College 1976 — 1980
BA, American Studies
Melrose Chamber of Commerce Quality AssuranceStill River Retirement SoftwareNovember 2001 - January 2008
Coopers and Lybrand 1987 - 1994
New England Life 1980 - 1987
New England Financial 1980 - 1986
Education
Boston College - Wallace E. Carroll Graduate School of Management 1982 — 1986
MBA, Organizational Behavior Studies
Mount Holyoke College 1976 — 1980
BA, American Studies
Jim Mattera's New England Life Experience January 1981 - August 1983
Job Regional Director at CBIZ Retirement Plan Services
Industry Financial Services
Experience
CBIZ Retirement Services September 2012 - Present
ICMA-RC 2005 - January 2012
Fidelity Investments October 1998 - August 2004
Allmerica Financial September 1983 - September 1998
New England Life January 1981 - August 1983
Lincoln National August 1976 - December 1980
Skills
Pensions, Series 7, Asset Management, Investments, Strategic Planning, 401k, Customer Relations, Retirement Planning, Negotiation, New Business Development, Sales Management, Employee Benefits, Mutual Funds, Retirement, Financial Services, Asset Allocation, Customer Service, Defined Contribution, Fixed Annuities, Series 63, Defined Benefit, Portfolio Management
Education
Boston College 1971 — 1973
M.A, American History
Boston College 1967 — 1971
A.B., History
CBIZ Retirement Services September 2012 - Present
ICMA-RC 2005 - January 2012
Fidelity Investments October 1998 - August 2004
Allmerica Financial September 1983 - September 1998
New England Life January 1981 - August 1983
Lincoln National August 1976 - December 1980
Skills
Pensions, Series 7, Asset Management, Investments, Strategic Planning, 401k, Customer Relations, Retirement Planning, Negotiation, New Business Development, Sales Management, Employee Benefits, Mutual Funds, Retirement, Financial Services, Asset Allocation, Customer Service, Defined Contribution, Fixed Annuities, Series 63, Defined Benefit, Portfolio Management
Education
Boston College 1971 — 1973
M.A, American History
Boston College 1967 — 1971
A.B., History
Virginia Fleisher's New England Life Experience February 1988 - June 1996
Job Commercial Real Estate Consultant: Asset Management & Finance
Industry Real Estate
Experience
Virginia R. Fleisher April 2015 - Present
AEW Capital Management November 2006 - March 2015
Fleisher & Associates September 2000 - November 2006
MetLife Real Estate Investments September 1996 - September 2000
New England Life February 1988 - June 1996
Skills
Asset Management, Due Diligence, Financial Analysis, Mortgage Lending, Portfolio Management, Strategic Planning, Team Management, Commercial Mortgages, Distressed Debt, Dispositions, DCF Valuation, Real Estate Transactions, Lease Management, Real Estate Financing, Real Estate Marketing, Legal Document..., Loan Closings, Loan Modifications
Education
University of Pennsylvania - The Wharton School 1985 — 1985
MBA, Finance and Real Estate
Yale University 1978 — 1982
B.A., Economics and French
Virginia R. Fleisher April 2015 - Present
AEW Capital Management November 2006 - March 2015
Fleisher & Associates September 2000 - November 2006
MetLife Real Estate Investments September 1996 - September 2000
New England Life February 1988 - June 1996
Skills
Asset Management, Due Diligence, Financial Analysis, Mortgage Lending, Portfolio Management, Strategic Planning, Team Management, Commercial Mortgages, Distressed Debt, Dispositions, DCF Valuation, Real Estate Transactions, Lease Management, Real Estate Financing, Real Estate Marketing, Legal Document..., Loan Closings, Loan Modifications
Education
University of Pennsylvania - The Wharton School 1985 — 1985
MBA, Finance and Real Estate
Yale University 1978 — 1982
B.A., Economics and French
Steven Theall's New England Life Experience 1975 - 2000
Job Founder, President & CEO of THEALL Company
Industry Information Technology and Services
Experience
THE-ALL Company managermet life1998 - 2006
Northeastern University 2001 - 2005
Quincy College January 1986 - May 2004
Hurwitz Company and associates July 2000 - January 2001
New England Life 1975 - 2000
Skills
Mentoring, Program Management, Team Building, Public Speaking, Vendor Management, Analysis, Problem Solving, Strategic Planning, Process Improvement, Budgeting, Business Analysis, Process Engineering, Change Management, SDLC, MS Project, Operations Management, Planning, Team Leadership, Compliance, Insurance, Financial Management, Requirements Analysis, Customer Relations, Documentation, Project Planning, Customer Service, Data Analysis, Contract Management, Proposal Writing, Microsoft Office, Management Consulting, Business Process..., Excel, Product Management, Application Development, PMP, Cross-functional Team..., Vendor Relations, Visio, Research, Leadership Development, SQL, Risk Mitigation, Administration, Contract Negotiation
Education
New Life University 2007 — 2008
Doctor, Theology
Boston University Questrom School of Business 2002 — 2003
Master, Project management
University of Massachusetts Boston 1995 — 1997
M.Ed., Education and Instructional Design
University of Massachusetts Boston 1976 — 1980
BS, Management & Political science
Boston College High school 1970 — 1973
THE-ALL Company managermet life1998 - 2006
Northeastern University 2001 - 2005
Quincy College January 1986 - May 2004
Hurwitz Company and associates July 2000 - January 2001
New England Life 1975 - 2000
Skills
Mentoring, Program Management, Team Building, Public Speaking, Vendor Management, Analysis, Problem Solving, Strategic Planning, Process Improvement, Budgeting, Business Analysis, Process Engineering, Change Management, SDLC, MS Project, Operations Management, Planning, Team Leadership, Compliance, Insurance, Financial Management, Requirements Analysis, Customer Relations, Documentation, Project Planning, Customer Service, Data Analysis, Contract Management, Proposal Writing, Microsoft Office, Management Consulting, Business Process..., Excel, Product Management, Application Development, PMP, Cross-functional Team..., Vendor Relations, Visio, Research, Leadership Development, SQL, Risk Mitigation, Administration, Contract Negotiation
Education
New Life University 2007 — 2008
Doctor, Theology
Boston University Questrom School of Business 2002 — 2003
Master, Project management
University of Massachusetts Boston 1995 — 1997
M.Ed., Education and Instructional Design
University of Massachusetts Boston 1976 — 1980
BS, Management & Political science
Boston College High school 1970 — 1973
Jane Byrnes's New England Life Experience February 1973 - February 1988
Job Literacy Coach at Buffalo Public Schools
Industry Education Management
Experience
Buffalo Public Schools September 2005 - Present
ESMOD, Tokyo, Japan March 1989 - March 1994
New England Life February 1973 - February 1988
Skills
Microsoft Excel, Curriculum Design, Teaching, ESL, Microsoft Office, Literacy, Adult Education, Curriculum Development, Teacher Training, Tutoring, Grant Writing, Higher Education, Teaching English as a..., International Education, Public Speaking, Community Outreach, K-12, Volunteer Management, Staff Development, Classroom Management, Classroom, Leadership Development, Educational Leadership, Educational Technology, Lesson Planning
Education
Northeastern University 1976 — 1983
Bachelor of Science (BS), Business Administration and Management, General
State University of New York College at Buffalo
Buffalo Public Schools September 2005 - Present
ESMOD, Tokyo, Japan March 1989 - March 1994
New England Life February 1973 - February 1988
Skills
Microsoft Excel, Curriculum Design, Teaching, ESL, Microsoft Office, Literacy, Adult Education, Curriculum Development, Teacher Training, Tutoring, Grant Writing, Higher Education, Teaching English as a..., International Education, Public Speaking, Community Outreach, K-12, Volunteer Management, Staff Development, Classroom Management, Classroom, Leadership Development, Educational Leadership, Educational Technology, Lesson Planning
Education
Northeastern University 1976 — 1983
Bachelor of Science (BS), Business Administration and Management, General
State University of New York College at Buffalo
new accounttran's New England Life Experience February 1990 - March 2002
Job transitions volunteer at transitions
Industry Computer Software
Experience
transitions 2009 - Present
met life March 2003 - March 2009
new england life February 1990 - March 2002
Education
Bakersfield College 1988 — 1991
MBA, BUsiness
Berkeley College 1982 — 1986
B.S., computer science
transitions 2009 - Present
met life March 2003 - March 2009
new england life February 1990 - March 2002
Education
Bakersfield College 1988 — 1991
MBA, BUsiness
Berkeley College 1982 — 1986
B.S., computer science
David P. O'Brien's New England Life Experience January 1984 - January 1992
Job at
Industry Investment Management
Experience
vassallo RTW LLC September 2012 - Present
Columbia Management January 1996 - October 2010
Columbia Management January 1998 - January 2004
Columbia Mgmt January 1996 - January 1998
Columbia Mgmt January 1992 - January 1996
The New England/New England Financial July 1984 - January 1996
New England Life January 1984 - January 1992
Coopers & Lybrand July 1978 - August 1982
Education
The Tuck School of Business at Dartmouth 1982 — 1984
MBA, Business and Finanace
University of Delaware 1974 — 1978
BS, Finance and Accounting
Amos Tuck School, Dartmouth College
MBA
University of Delaware
BS
vassallo RTW LLC September 2012 - Present
Columbia Management January 1996 - October 2010
Columbia Management January 1998 - January 2004
Columbia Mgmt January 1996 - January 1998
Columbia Mgmt January 1992 - January 1996
The New England/New England Financial July 1984 - January 1996
New England Life January 1984 - January 1992
Coopers & Lybrand July 1978 - August 1982
Education
The Tuck School of Business at Dartmouth 1982 — 1984
MBA, Business and Finanace
University of Delaware 1974 — 1978
BS, Finance and Accounting
Amos Tuck School, Dartmouth College
MBA
University of Delaware
BS
Jennifer Carvalho's New England Life Experience 1978 - 1984
Job Payroll Associate II at Stop & Shop
Industry Retail
Experience
Stop & Shop October 2011 - Present
Stop & Shop May 2000 - October 2011
Coopers & Lybrand 1990 - 1997
New England Life 1978 - 1984
Skills
Access, Excel, Microsoft Excel
Education
University of Massachusetts Boston 1975 — 1979
BS, Psychology
Stop & Shop October 2011 - Present
Stop & Shop May 2000 - October 2011
Coopers & Lybrand 1990 - 1997
New England Life 1978 - 1984
Skills
Access, Excel, Microsoft Excel
Education
University of Massachusetts Boston 1975 — 1979
BS, Psychology
Dennis Sexton's New England Life Experience 1985 - 1988
Job CEO at MCS Carelink
Industry Medical Practice
Experience
MCS Carelink March 2013 - Present
WorldClinic Inc. October 2010 - August 2012
SentiCare Inc. 2008 - 2011
PRW, Inc. 2005 - 2008
IIG, Inc. 2000 - 2005
USI, Inc. 1998 - 2000
MKA, Inc. 1988 - 1998
New England Life 1985 - 1988
Travelers 1980 - 1985
Skills
Sales, Employee Benefits, Healthcare, Customer Service, Hospitals, Account Management, Product Marketing, Marketing Strategy, Managed Care, Sales Operations
Education
Nichols College 1976 — 1980
BSBA, Marketing
MCS Carelink March 2013 - Present
WorldClinic Inc. October 2010 - August 2012
SentiCare Inc. 2008 - 2011
PRW, Inc. 2005 - 2008
IIG, Inc. 2000 - 2005
USI, Inc. 1998 - 2000
MKA, Inc. 1988 - 1998
New England Life 1985 - 1988
Travelers 1980 - 1985
Skills
Sales, Employee Benefits, Healthcare, Customer Service, Hospitals, Account Management, Product Marketing, Marketing Strategy, Managed Care, Sales Operations
Education
Nichols College 1976 — 1980
BSBA, Marketing
Dennis Stephens's New England Life Experience February 1967 - December 2003
Job Helper,Retired and enjoying life
Industry Leisure, Travel & Tourism
Experience
Retired and enjoying life June 1998 - Present
New England Life February 1967 - December 2003
Skills
Insurance
Education
Auburn University 1957 — 1962
BBS, Business
Retired and enjoying life June 1998 - Present
New England Life February 1967 - December 2003
Skills
Insurance
Education
Auburn University 1957 — 1962
BBS, Business
Carol Ducey's New England Life Experience February 1991 - July 1992
Job Insurance Professional
Industry Insurance
Experience
The Hartford 2012 - May 2012
The Hartford August 1992 - May 2012
The Hartford August 1992 - May 2012
New England Life February 1991 - July 1992
Allstate June 1980 - September 1984
The Travelers June 1973 - September 1980
Skills
Underwriting, Insurance, General Insurance, Team Building, Brokers, Property & Casualty..., Strategic Planning, Disability Insurance, Life Insurance, Claim, Term Life Insurance
Education
Azusa Pacific University 1976 — 1978
Master of Arts (M.A.), Counseling Psychology
California State University-Fullerton 1970 — 1973
Bachelor's degree, Sociology
The Hartford 2012 - May 2012
The Hartford August 1992 - May 2012
The Hartford August 1992 - May 2012
New England Life February 1991 - July 1992
Allstate June 1980 - September 1984
The Travelers June 1973 - September 1980
Skills
Underwriting, Insurance, General Insurance, Team Building, Brokers, Property & Casualty..., Strategic Planning, Disability Insurance, Life Insurance, Claim, Term Life Insurance
Education
Azusa Pacific University 1976 — 1978
Master of Arts (M.A.), Counseling Psychology
California State University-Fullerton 1970 — 1973
Bachelor's degree, Sociology
Bob Peranski's New England Life Experience June 1963 - September 1975
Job Retired
Industry Insurance
Experience
Self-employed 1961 - Present
Genworh/life of virginia September 1975 - October 1996
New England Life June 1963 - September 1975
Education
San Diego State University-California State University 1958 — 1961
Business, Management, Marketing, and Related Support Services
Self-employed 1961 - Present
Genworh/life of virginia September 1975 - October 1996
New England Life June 1963 - September 1975
Education
San Diego State University-California State University 1958 — 1961
Business, Management, Marketing, and Related Support Services