Paul Revere Insurance Company
Description
Address: 18 Chestnut St, Worcester, MA 01608 Phone: (508) 799-4441: Category: Website: : : : : Place name: :
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Paul Revere Insurance Company Employees
Employee
Years
Job
Industry
Mary Antocci Mary Antocci's Paul Revere Insurance Company Experience July 1992 - October 1993
Job Information Technology/Project Management Professional (PMP)
Industry Information Technology and Services
Experience
Independent September 1987 - Present
A+ Reading Tutor September 2010 - Present
Real Estate April 2001 - Present
Dudley-Charlton Regional School District September 2006 - May 2011
Commerce Insurance October 1993 - July 2006
Paul Revere Insurance Company July 1992 - October 1993
State Mutual/Allmerica Financial Companies September 1987 - July 1992
Skills
SDLC, Management, Leadership, Requirements Analysis, Requirements Gathering, Business Analysis, Vendor Management, Process Improvement, IT Strategy, Software Project..., Systems Analysis, Visio, Disaster Recovery, Project Management, Enterprise Architecture, Software Development, Business Intelligence, Negotiation, Insurance, PMP, Team Building, Consulting, Property & Casualty..., Analysis, Customer Service, Team Leadership
Education
Bay Path College
Education Specialist
Nichols College 1990 — 1993
MBA
University of Bridgeport 1982 — 1986
Bachelor of Applied Science (B.A.Sc.), Graphic Design
Wilson Reading Systems 2010 — 2011
Wilson Level 1 Certification, Elementary Education and Teaching
Masschusetts Department of Education 2010 — 2010
Educator Licenses (PreK-2 and Elementary Grade1-6), Elementary Education and Teaching
French River Education 2010 — 2010
Educator Licensure, Elementary Education and Teaching
Massachusetts Board of Realtors 2001 — 2001
Real Estate Salesperson License, Real Estate
Northeastern University 2000 — 2000
Certificate of Professional Achievement/Webmaster Technology, Information Technology
Boston University 1998 — 1998
Project Managment Certificate, Information Technology
Project Management Institute 1999 — 1999
PMP - Project Management Professional, International Certification - Project Management
Independent September 1987 - Present
A+ Reading Tutor September 2010 - Present
Real Estate April 2001 - Present
Dudley-Charlton Regional School District September 2006 - May 2011
Commerce Insurance October 1993 - July 2006
Paul Revere Insurance Company July 1992 - October 1993
State Mutual/Allmerica Financial Companies September 1987 - July 1992
Skills
SDLC, Management, Leadership, Requirements Analysis, Requirements Gathering, Business Analysis, Vendor Management, Process Improvement, IT Strategy, Software Project..., Systems Analysis, Visio, Disaster Recovery, Project Management, Enterprise Architecture, Software Development, Business Intelligence, Negotiation, Insurance, PMP, Team Building, Consulting, Property & Casualty..., Analysis, Customer Service, Team Leadership
Education
Bay Path College
Education Specialist
Nichols College 1990 — 1993
MBA
University of Bridgeport 1982 — 1986
Bachelor of Applied Science (B.A.Sc.), Graphic Design
Wilson Reading Systems 2010 — 2011
Wilson Level 1 Certification, Elementary Education and Teaching
Masschusetts Department of Education 2010 — 2010
Educator Licenses (PreK-2 and Elementary Grade1-6), Elementary Education and Teaching
French River Education 2010 — 2010
Educator Licensure, Elementary Education and Teaching
Massachusetts Board of Realtors 2001 — 2001
Real Estate Salesperson License, Real Estate
Northeastern University 2000 — 2000
Certificate of Professional Achievement/Webmaster Technology, Information Technology
Boston University 1998 — 1998
Project Managment Certificate, Information Technology
Project Management Institute 1999 — 1999
PMP - Project Management Professional, International Certification - Project Management
Bob Bachand, PMP Bob Bachand, PMP's Paul Revere Insurance Company Experience 1971 - 1996
Job Retired at The Villages
Industry Leisure, Travel & Tourism
Experience
The Villages June 2014 - Present
Veritude October 2012 - June 2014
Veritude August 2011 - October 2012
Fidelity Investments December 1999 - February 2009
Keane Inc. 1997 - 1999
Boston Mutual Insurance Co. 1996 - 1997
Paul Revere Insurance Company 1971 - 1996
Skills
Collaboration, Management, Software Project..., SDLC, Budgets, Mainframe, Visio, SQL, Analysis, CICS, COBOL, JCL, Requirements Analysis, DB2, Requirements Gathering
Education
Nichols College 1965 — 1969
BBA, Business Management
The Villages June 2014 - Present
Veritude October 2012 - June 2014
Veritude August 2011 - October 2012
Fidelity Investments December 1999 - February 2009
Keane Inc. 1997 - 1999
Boston Mutual Insurance Co. 1996 - 1997
Paul Revere Insurance Company 1971 - 1996
Skills
Collaboration, Management, Software Project..., SDLC, Budgets, Mainframe, Visio, SQL, Analysis, CICS, COBOL, JCL, Requirements Analysis, DB2, Requirements Gathering
Education
Nichols College 1965 — 1969
BBA, Business Management
Virginia Missy Love Virginia Missy Love's Paul Revere Insurance Company Experience August 1991 - February 1997
Job Pres./CFO/Licensed Private Investigator and coowner Protocol Services, Inc.
Industry Legal Services
Experience
Protocol Services, Inc. February 1997 - Present
Paul Revere Insurance Company August 1991 - February 1997
Louisiana State University 1989 - July 1991
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Research, Office Managment, Medical Records, Medical Research, Insurance, Public Speaking, Office Management, Team Building
Education
Louisiana State University 1988 — 1990
Pre-Nursing Studies
Tara High School 1970 — 1971
Broadmoor High School 1968 — 1970
Protocol Services, Inc. February 1997 - Present
Paul Revere Insurance Company August 1991 - February 1997
Louisiana State University 1989 - July 1991
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Research, Office Managment, Medical Records, Medical Research, Insurance, Public Speaking, Office Management, Team Building
Education
Louisiana State University 1988 — 1990
Pre-Nursing Studies
Tara High School 1970 — 1971
Broadmoor High School 1968 — 1970
Shadette Berardi Shadette Berardi's Paul Revere Insurance Company Experience 1993 - 1995
Job Benefit Consultant Supervisor at Marsh & McLennan Companies, Inc.
Industry Insurance
Experience
Marsh & McLennan Companies, Inc. January 2014 - Present
Innovative Benefit Planning, LLC August 2010 - December 2012
USI Affinity November 1998 - August 2010
Horizon Blue Cross Blue Shield of New Jersey 1995 - 1998
Paul Revere Insurance Company 1993 - 1995
Skills
Disability Insurance, Insurance, Liability, 401k, Benefits Administration, Fixed Annuities, Employee Benefits, Health Insurance, Medicare, Retirement Planning, Brokers, General Insurance, Professional Liability, Commercial Insurance, Workers Compensation, Account Management, Life Insurance, Term Life Insurance, COBRA, Legal Liability, Underwriting, Property & Casualty..., Managed Care, Long-term Care, Retirement, Risk Management
Education
Rowan University 1998 — 2002
MBA, Business Administration
Widener University 1988 — 1992
Bachelors of Science, Business Administration
Washington Township High School 1984 — 1988
Marsh & McLennan Companies, Inc. January 2014 - Present
Innovative Benefit Planning, LLC August 2010 - December 2012
USI Affinity November 1998 - August 2010
Horizon Blue Cross Blue Shield of New Jersey 1995 - 1998
Paul Revere Insurance Company 1993 - 1995
Skills
Disability Insurance, Insurance, Liability, 401k, Benefits Administration, Fixed Annuities, Employee Benefits, Health Insurance, Medicare, Retirement Planning, Brokers, General Insurance, Professional Liability, Commercial Insurance, Workers Compensation, Account Management, Life Insurance, Term Life Insurance, COBRA, Legal Liability, Underwriting, Property & Casualty..., Managed Care, Long-term Care, Retirement, Risk Management
Education
Rowan University 1998 — 2002
MBA, Business Administration
Widener University 1988 — 1992
Bachelors of Science, Business Administration
Washington Township High School 1984 — 1988
Christine Trudeau's Paul Revere Insurance Company Experience June 1988 - May 1997
Job Assistant Office Manager at PMLD
Industry Electrical/Electronic Manufacturing
Experience
PMLD October 2004 - Present
Staples Marketing Communications May 1997 - February 2000
Paul Revere Insurance Company June 1988 - May 1997
Skills
Certified Professional..., Previous Member of..., Public Utility..., Notary Public for the..., 20+ Years of Customer..., Highly Proficient with..., 2014 MMLDWECC Board..., Administrative..., Budgets, Customer Service, Invoicing, New Business Development, Project Management, Purchasing, Strategic Planning, Sales, Public Speaking, Microsoft Office, Management
Education
Assumption College 2011 — 2017
Business Administration and Management, General
Bartlett High School
PMLD October 2004 - Present
Staples Marketing Communications May 1997 - February 2000
Paul Revere Insurance Company June 1988 - May 1997
Skills
Certified Professional..., Previous Member of..., Public Utility..., Notary Public for the..., 20+ Years of Customer..., Highly Proficient with..., 2014 MMLDWECC Board..., Administrative..., Budgets, Customer Service, Invoicing, New Business Development, Project Management, Purchasing, Strategic Planning, Sales, Public Speaking, Microsoft Office, Management
Education
Assumption College 2011 — 2017
Business Administration and Management, General
Bartlett High School
Paul Garofoli Paul Garofoli's Paul Revere Insurance Company Experience 1983 - 1986
Job Marketing Vice President at National Western Life
Industry Insurance
Experience
National Western Life December 2003 - Present
BISYS 2003 - 2003
Capital Synergies 2001 - 2003
ING 1997 - 2001
Paul Revere Insurance Company 1983 - 1986
Skills
Annuity, Annuities, Insurance, Retirement Planning, Sales Management, Marketing Strategy, Fixed Annuities, Variable Annuities, Training, Marketing, Account Management, Disability Insurance, Strategic Planning, Management, Direct Marketing, Business Strategy, Marketing Communications, Underwriting, Retirement, Leadership, Long-term Care, Life Insurance, Sales, New Business Development
Education
University of Massachusetts, Amherst 1978 — 1982
Bachelor of Arts (B.A.), Political Science/Economics
Clinton High School 1974 — 1978
National Western Life December 2003 - Present
BISYS 2003 - 2003
Capital Synergies 2001 - 2003
ING 1997 - 2001
Paul Revere Insurance Company 1983 - 1986
Skills
Annuity, Annuities, Insurance, Retirement Planning, Sales Management, Marketing Strategy, Fixed Annuities, Variable Annuities, Training, Marketing, Account Management, Disability Insurance, Strategic Planning, Management, Direct Marketing, Business Strategy, Marketing Communications, Underwriting, Retirement, Leadership, Long-term Care, Life Insurance, Sales, New Business Development
Education
University of Massachusetts, Amherst 1978 — 1982
Bachelor of Arts (B.A.), Political Science/Economics
Clinton High School 1974 — 1978
Linda Stiller's Paul Revere Insurance Company Experience 1984 - 1988
Job NaviCare Navigator at Fallon Community Health Plan (FCHP)
Industry Hospital & Health Care
Experience
Fallon Community Health Plan (FCHP) December 2013 - Present
Paul Revere Insurance Company (Now UNUM) 1988 - 1994
Paul Revere Insurance Company 1984 - 1988
Skills
Disability Insurance, Social Media, Healthcare Management, PowerPoint, Microsoft Office, Microsoft Excel, Public Administration, Health Administration, Underwriting, Microsoft Office -..., General Insurance, Life Insurance, Board of Director..., Currently pursuing CAPM..., Marketing, Sales Management, Sales, Strategic Planning, Team Building, Medicare, Policy, Board of Directors, Management
Education
Clark University
Master of Public Administration (MPA), Health Administration concentration, GPA 3.97
Clark University
Bachelor of Science (BS), Public Administration
Fallon Community Health Plan (FCHP) December 2013 - Present
Paul Revere Insurance Company (Now UNUM) 1988 - 1994
Paul Revere Insurance Company 1984 - 1988
Skills
Disability Insurance, Social Media, Healthcare Management, PowerPoint, Microsoft Office, Microsoft Excel, Public Administration, Health Administration, Underwriting, Microsoft Office -..., General Insurance, Life Insurance, Board of Director..., Currently pursuing CAPM..., Marketing, Sales Management, Sales, Strategic Planning, Team Building, Medicare, Policy, Board of Directors, Management
Education
Clark University
Master of Public Administration (MPA), Health Administration concentration, GPA 3.97
Clark University
Bachelor of Science (BS), Public Administration
Richard Gasparoni, EA, MST Richard Gasparoni, EA, MST's Paul Revere Insurance Company Experience January 1979 - January 1982
Job State Tax Manager at Hologic, Inc
Industry Medical Devices
Experience
Hologic, Inc April 2008 - Present
Hologic (formerly Cytyc) April 2008 - Present
Holgoic, Inc April 2008 - Present
BAE Systems March 2003 - April 2008
FUTURE ELECTRONICS CORP March 2000 - January 2003
DIGITAL EQUIPMENT CORPORATION/COMPAQ COMPUTER January 1987 - January 2000
THERMO ELECTRON CORPORATION January 1982 - January 1987
PAUL REVERE INSURANCE COMPANY January 1979 - January 1982
RAYTHEON COMPANY January 1977 - January 1979
PAUL F. MCALLISTER & CO. CPA'S January 1975 - January 1977
Skills
Payroll, Corporate Tax, Tax, Finance, Accounting, Mergers & Acquisitions, Auditing, International Tax, Financial Planners, Sarbanes-Oxley, Due Diligence, Sales Tax, Account Reconciliation, Hyperion Enterprise, Mergers, Tax Returns
Education
MICHIGAN STATE UNIVERSITY, TEI SCHOOL 2007 — 2007
Corporate Taxation
The George Washington University 1999 — 1999
Masters Certificate, Project Management
Bentley College - Elkin B. McCallum Graduate School of Business 1986 — 1989
Advanced Professional Certificate in Taxation, Taxation
Bentley College - Elkin B. McCallum Graduate School of Business 1983 — 1986
Master of Science, Taxation
BENTLEY COLLEGE 1970 — 1974
Bachelor of Science Degree, Accounting
Hologic, Inc April 2008 - Present
Hologic (formerly Cytyc) April 2008 - Present
Holgoic, Inc April 2008 - Present
BAE Systems March 2003 - April 2008
FUTURE ELECTRONICS CORP March 2000 - January 2003
DIGITAL EQUIPMENT CORPORATION/COMPAQ COMPUTER January 1987 - January 2000
THERMO ELECTRON CORPORATION January 1982 - January 1987
PAUL REVERE INSURANCE COMPANY January 1979 - January 1982
RAYTHEON COMPANY January 1977 - January 1979
PAUL F. MCALLISTER & CO. CPA'S January 1975 - January 1977
Skills
Payroll, Corporate Tax, Tax, Finance, Accounting, Mergers & Acquisitions, Auditing, International Tax, Financial Planners, Sarbanes-Oxley, Due Diligence, Sales Tax, Account Reconciliation, Hyperion Enterprise, Mergers, Tax Returns
Education
MICHIGAN STATE UNIVERSITY, TEI SCHOOL 2007 — 2007
Corporate Taxation
The George Washington University 1999 — 1999
Masters Certificate, Project Management
Bentley College - Elkin B. McCallum Graduate School of Business 1986 — 1989
Advanced Professional Certificate in Taxation, Taxation
Bentley College - Elkin B. McCallum Graduate School of Business 1983 — 1986
Master of Science, Taxation
BENTLEY COLLEGE 1970 — 1974
Bachelor of Science Degree, Accounting
Clifford Costello Clifford Costello's Paul Revere Insurance Company Experience May 1982 - October 1990
Job Program Director / Project Manager Associate Partner at CSC Consulting, Inc.
Industry Computer Software
Experience
CSC Consulting, Inc. October 1990 - Present
CSC October 1990 - Present
Computer Sciences Corporation 1990 - Present
Computer Sciences Corporation (CSC) 1990 - Present
csc partners 1990 - Present
Covansys January 1999 - August 2002
Paul Revere Insurance Company May 1982 - October 1990
Preferred Mutual Insurance Company October 1978 - May 1982
Wilber National Bank 1975 - 1978
Skills
Project Management, System Architecture, Business Architecture, Program Management, SDLC, Insurance, Consulting, Telecommunications, Business Process..., Business Analysis, Software Project..., Requirements Analysis, Change Management, Process Improvement, Vendor Management, MS Project, ITIL, IT Strategy, Integration, Business Process..., Project Portfolio..., IT Management, Business Process, IT Service Management, Management Consulting, PMO, Leadership, CRM, Professional Services
Education
State University of New York College at Oneonta 1972 — 1976
BS, Business and Economics
Mohawk Valley Community College 1974 — 1975
AAS, Banking, Insurance
Morris Central School 1966 — 1972
NYS Regents High School, Math / Science
Randolph, NJ 1959 — 1972
Elementary School, Being a kid
CSC Consulting, Inc. October 1990 - Present
CSC October 1990 - Present
Computer Sciences Corporation 1990 - Present
Computer Sciences Corporation (CSC) 1990 - Present
csc partners 1990 - Present
Covansys January 1999 - August 2002
Paul Revere Insurance Company May 1982 - October 1990
Preferred Mutual Insurance Company October 1978 - May 1982
Wilber National Bank 1975 - 1978
Skills
Project Management, System Architecture, Business Architecture, Program Management, SDLC, Insurance, Consulting, Telecommunications, Business Process..., Business Analysis, Software Project..., Requirements Analysis, Change Management, Process Improvement, Vendor Management, MS Project, ITIL, IT Strategy, Integration, Business Process..., Project Portfolio..., IT Management, Business Process, IT Service Management, Management Consulting, PMO, Leadership, CRM, Professional Services
Education
State University of New York College at Oneonta 1972 — 1976
BS, Business and Economics
Mohawk Valley Community College 1974 — 1975
AAS, Banking, Insurance
Morris Central School 1966 — 1972
NYS Regents High School, Math / Science
Randolph, NJ 1959 — 1972
Elementary School, Being a kid
Annie P. Weibel Annie P. Weibel's Paul Revere Insurance Company Experience 1980 - 1983
Job Administrative Coordinator, Labor Relations at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente May 2009 - Present
Wachovia 1992 - 2008
World Savings 1990 - 1992
World Savings 1989 - 1990
World Savings 1984 - 1989
Paul Revere Insurance Company 1980 - 1983
Skills
Mortgage Lending, Leadership, Training, Customer Service, Visio, Vendor Management, Human Resources
Education
Centro Escolar University 1976 — 1978
Optometry
Kaiser Permanente May 2009 - Present
Wachovia 1992 - 2008
World Savings 1990 - 1992
World Savings 1989 - 1990
World Savings 1984 - 1989
Paul Revere Insurance Company 1980 - 1983
Skills
Mortgage Lending, Leadership, Training, Customer Service, Visio, Vendor Management, Human Resources
Education
Centro Escolar University 1976 — 1978
Optometry
Dennis H. Roberts Dennis H. Roberts's Paul Revere Insurance Company Experience 1980 - 1987
Job
Industry Insurance
Experience
Zurich Insurance Group October 2009 - Present
American General Life Companies 1994 - August 2009
Prudential Financial 1992 - 1994
New England Financial 1988 - 1992
Paul Revere Insurance Company 1980 - 1987
Active duty: 1972-1974. Active reserves: 1974-1976. June 1972 - June 1976
Education
Northeastern University - Graduate School of Business Administration 1978 — 1980
MBA, Business Administration
University of South Florida 1974 — 1978
BS, Finance
United States Military Academy Preparatory School. Fort Belvoir, VA. 1972 — 1973
Don Bosco Preparatory High School. Ramsey, NJ 1968 — 1972
St. Elizabeth's School. Wyckoff, N.J.
Zurich Insurance Group October 2009 - Present
American General Life Companies 1994 - August 2009
Prudential Financial 1992 - 1994
New England Financial 1988 - 1992
Paul Revere Insurance Company 1980 - 1987
Active duty: 1972-1974. Active reserves: 1974-1976. June 1972 - June 1976
Education
Northeastern University - Graduate School of Business Administration 1978 — 1980
MBA, Business Administration
University of South Florida 1974 — 1978
BS, Finance
United States Military Academy Preparatory School. Fort Belvoir, VA. 1972 — 1973
Don Bosco Preparatory High School. Ramsey, NJ 1968 — 1972
St. Elizabeth's School. Wyckoff, N.J.
Derek Spangler Derek Spangler's Paul Revere Insurance Company Experience 1993 - 1994
Job Global Accounts Sales Executive at Globoforce
Industry Human Resources
Experience
Globoforce April 2012 - Present
FinFit, LLC December 2011 - April 2012
Ceridian Benefit Services February 2011 - December 2011
Paychex, Inc. June 2007 - February 2011
Paychex Inc. April 2003 - June 2007
ADP 1994 - 2003
Paul Revere Insurance Company 1993 - 1994
Skills
Miller Heiman Strategic..., Coaching, Business Planning, Strategic Planning, Business Strategy, Negotiation, Mentoring, Leadership Development, Sales Management, Performance Management, Change Management, Executive Coaching, Organizational..., Team Building, Management Consulting, Budgeting, Employee Relations, Forecasting, Marketing Strategy, Hiring, Customer Service, New Business Development, Public Speaking, Problem Solving, Strategy Development, Solution Selling, Employee Benefits, Selling, Outsourcing, Compliance, Consultative Selling, Cold Calling, Client Retention, Direct Sales, Human Capital Management, Contract Negotiations, Sales Process, SaaS, Sales Presentations, Salesforce.com, Account Management, Talent Management, Talent Acquisition, Lead Generation, B2B, Team Leadership, HR Consulting, Benefits Administration, Contract Negotiation, Employee Engagement
Education
James Madison University 1988 — 1993
BS, Political Science
Lee-Davis High School 1985 — 1988
Globoforce April 2012 - Present
FinFit, LLC December 2011 - April 2012
Ceridian Benefit Services February 2011 - December 2011
Paychex, Inc. June 2007 - February 2011
Paychex Inc. April 2003 - June 2007
ADP 1994 - 2003
Paul Revere Insurance Company 1993 - 1994
Skills
Miller Heiman Strategic..., Coaching, Business Planning, Strategic Planning, Business Strategy, Negotiation, Mentoring, Leadership Development, Sales Management, Performance Management, Change Management, Executive Coaching, Organizational..., Team Building, Management Consulting, Budgeting, Employee Relations, Forecasting, Marketing Strategy, Hiring, Customer Service, New Business Development, Public Speaking, Problem Solving, Strategy Development, Solution Selling, Employee Benefits, Selling, Outsourcing, Compliance, Consultative Selling, Cold Calling, Client Retention, Direct Sales, Human Capital Management, Contract Negotiations, Sales Process, SaaS, Sales Presentations, Salesforce.com, Account Management, Talent Management, Talent Acquisition, Lead Generation, B2B, Team Leadership, HR Consulting, Benefits Administration, Contract Negotiation, Employee Engagement
Education
James Madison University 1988 — 1993
BS, Political Science
Lee-Davis High School 1985 — 1988
Robert Yockey, E.A. NTPI Fellow Robert Yockey, E.A. NTPI Fellow's Paul Revere Insurance Company Experience January 2001 - December 2003
Job Owner, Sahlstrom & Yockey, LLC
Industry Financial Services
Experience
Sahlstrom & Yockey LLC Enrolled Agents February 1997 - Present
National Association of Enrolled Agents 1997 - Present
Sahlstrom & Yockey, LLC 1997 - Present
Yockey Financial Advisors February 1983 - September 2008
Paul Revere Insurance Company January 2001 - December 2003
Skills
Financial Analysis, Strategic Planning, General Ledger, Strategic Financial..., Cash Flow, Accounting, Tax Research, Customer Service, Tax Accounting, Management Consulting, Tax Returns, Budgets, Non-profits, LLC, Microsoft Office, Small Business, Financial Reporting, Tax Preparation, Account Reconciliation, Income Tax, Bookkeeping, Business Planning, IRS, Payroll Taxes, QuickBooks, Sales Tax, Payroll, Tax, Estate Planning, Corporate Tax, Disability Insurance, Auditing, Investment Advisory, Public Speaking, Coaching, Tax Law, Marketing, Financial Planning, Nonprofits
Education
California State University Stanislaus 1977 — 1980
Masters of Business Administration, Business Administration
University of Florida 1972 — 1975
Master of Sience, Marine Biology
The Ohio State University 1966 — 1970
Bachelor of Science, Zoology
Sahlstrom & Yockey LLC Enrolled Agents February 1997 - Present
National Association of Enrolled Agents 1997 - Present
Sahlstrom & Yockey, LLC 1997 - Present
Yockey Financial Advisors February 1983 - September 2008
Paul Revere Insurance Company January 2001 - December 2003
Skills
Financial Analysis, Strategic Planning, General Ledger, Strategic Financial..., Cash Flow, Accounting, Tax Research, Customer Service, Tax Accounting, Management Consulting, Tax Returns, Budgets, Non-profits, LLC, Microsoft Office, Small Business, Financial Reporting, Tax Preparation, Account Reconciliation, Income Tax, Bookkeeping, Business Planning, IRS, Payroll Taxes, QuickBooks, Sales Tax, Payroll, Tax, Estate Planning, Corporate Tax, Disability Insurance, Auditing, Investment Advisory, Public Speaking, Coaching, Tax Law, Marketing, Financial Planning, Nonprofits
Education
California State University Stanislaus 1977 — 1980
Masters of Business Administration, Business Administration
University of Florida 1972 — 1975
Master of Sience, Marine Biology
The Ohio State University 1966 — 1970
Bachelor of Science, Zoology
Matthew Guleserian's Paul Revere Insurance Company Experience 1995 - 1997
Job Portfolio Manager at Lee Munder Capital Group
Industry Investment Management
Experience
LMCG Investments, LLC 2008 - Present
RBS Citizens Financial Group 2004 - 2008
White Mountains Advisors 2001 - 2003
Babson Capital Management (formerly David L. Babson & Co.) 1997 - 2001
Paul Revere Insurance Company 1995 - 1997
Skills
Investment Management, Portfolio Management, Fixed Income, Strategy, Macroeconomics, Asset Allocation, Trading, Credit Analysis, Taxable Bonds, Municipal Bonds, Institutional Clients, High Net Worth..., Investment Strategies, Securities, Bloomberg, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1994
MBA, Finance
Babson College 1985 — 1989
BS, Finance
LMCG Investments, LLC 2008 - Present
RBS Citizens Financial Group 2004 - 2008
White Mountains Advisors 2001 - 2003
Babson Capital Management (formerly David L. Babson & Co.) 1997 - 2001
Paul Revere Insurance Company 1995 - 1997
Skills
Investment Management, Portfolio Management, Fixed Income, Strategy, Macroeconomics, Asset Allocation, Trading, Credit Analysis, Taxable Bonds, Municipal Bonds, Institutional Clients, High Net Worth..., Investment Strategies, Securities, Bloomberg, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1994
MBA, Finance
Babson College 1985 — 1989
BS, Finance
Lynn Cummins's Paul Revere Insurance Company Experience 1986 - 1992
Job Assistant Director Marketing, Communications and Development at Y.O.U., Inc.
Industry Individual & Family Services
Experience
Youth Opportunities Upheld, Inc. February 2009 - Present
Worcester Senior Center April 2007 - February 2009
Self Employed January 2002 - March 2007
MSPCC November 2002 - October 2004
Paul Revere Insurance Company 1986 - 1992
Skills
Event Planning, Fundraising, Nonprofits, Community Outreach, Event Management, Grant Writing, Marketing Communications, Social Services, Program Management, Newsletters
Education
Fitchburg State University 1980 — 1984
Youth Opportunities Upheld, Inc. February 2009 - Present
Worcester Senior Center April 2007 - February 2009
Self Employed January 2002 - March 2007
MSPCC November 2002 - October 2004
Paul Revere Insurance Company 1986 - 1992
Skills
Event Planning, Fundraising, Nonprofits, Community Outreach, Event Management, Grant Writing, Marketing Communications, Social Services, Program Management, Newsletters
Education
Fitchburg State University 1980 — 1984
Kathleen Lyons's Paul Revere Insurance Company Experience 1988 - 1996
Job Vice President, Information Technology at Disability Management Services
Industry Insurance
Experience
Disability Management Services February 1999 - Present
Massachusetts Casualty Insurance Company September 1997 - January 1999
Fidelity Investments May 1996 - August 1997
Paul Revere Insurance Company 1988 - 1996
Skills
Cross-functional Team..., Project Management, Management, Project Planning, Team Leadership, Program Management, Vendor Management, Software Development, Insurance, Business Analysis, Business Process..., Leadership, Process Improvement, Strategy, SDLC
Education
University of Massachusetts at Lowell 1984 — 1988
Bachelor's degree, Management Information Systems and Services
Disability Management Services February 1999 - Present
Massachusetts Casualty Insurance Company September 1997 - January 1999
Fidelity Investments May 1996 - August 1997
Paul Revere Insurance Company 1988 - 1996
Skills
Cross-functional Team..., Project Management, Management, Project Planning, Team Leadership, Program Management, Vendor Management, Software Development, Insurance, Business Analysis, Business Process..., Leadership, Process Improvement, Strategy, SDLC
Education
University of Massachusetts at Lowell 1984 — 1988
Bachelor's degree, Management Information Systems and Services
Maria Montuori's Paul Revere Insurance Company Experience May 1987 - September 1987
Job Vice President at AFRM, LLC
Industry Insurance
Experience
AFRM, LLC October 2013 - Present
Independent Brokerage Sales August 2007 - September 2013
Mass Mutual October 2007 - August 2011
Montuori Financial Services May 1993 - October 2007
Baystate Financial Services May 1988 - June 1993
The New England September 1987 - May 1988
Paul Revere Insurance Company May 1987 - September 1987
Education
Boston College 1983 — 1987
Political Science / Math
AFRM, LLC October 2013 - Present
Independent Brokerage Sales August 2007 - September 2013
Mass Mutual October 2007 - August 2011
Montuori Financial Services May 1993 - October 2007
Baystate Financial Services May 1988 - June 1993
The New England September 1987 - May 1988
Paul Revere Insurance Company May 1987 - September 1987
Education
Boston College 1983 — 1987
Political Science / Math
Jeffrey Belitsky's Paul Revere Insurance Company Experience November 1993 - September 1997
Job QA Specialist Operations for Shire Pharmaceuticals
Industry Biotechnology
Experience
ClinLab Staffing at Shire Pharmaceuticals February 2014 - Present
YOH at Genzyme Sanofi December 2013 - January 2014
ClinLab Staffing at Shire Pharmaceuticals January 2012 - June 2013
Aerotek at Bristol-Myers Squibb July 2010 - December 2011
clinivation, Inc. February 2010 - March 2010
New England Peptide, LLC March 2009 - January 2010
Kelly Scientific Resources (Pall Corporation) May 2008 - December 2008
Raytheon Technical Services Company September 2005 - September 2007
Keane Incorporated (Hanover Insurance Group) January 2002 - August 2005
Paul Revere Insurance Company November 1993 - September 1997
Skills
Sop, FDA, Validation, GMP, Quality Assurance, Biotechnology, Pharmaceutical Industry, Chromatography, Troubleshooting, Manufacturing, Process Improvement, CAPA, Software Documentation, Cell Culture, V&V, Change Control
Education
Mount Wachusett Community College 2007 — 2009
Certificate, Biotechnology/Biomanufacturing
Assumption College 1973 — 1980
BA, Psychology
ClinLab Staffing at Shire Pharmaceuticals February 2014 - Present
YOH at Genzyme Sanofi December 2013 - January 2014
ClinLab Staffing at Shire Pharmaceuticals January 2012 - June 2013
Aerotek at Bristol-Myers Squibb July 2010 - December 2011
clinivation, Inc. February 2010 - March 2010
New England Peptide, LLC March 2009 - January 2010
Kelly Scientific Resources (Pall Corporation) May 2008 - December 2008
Raytheon Technical Services Company September 2005 - September 2007
Keane Incorporated (Hanover Insurance Group) January 2002 - August 2005
Paul Revere Insurance Company November 1993 - September 1997
Skills
Sop, FDA, Validation, GMP, Quality Assurance, Biotechnology, Pharmaceutical Industry, Chromatography, Troubleshooting, Manufacturing, Process Improvement, CAPA, Software Documentation, Cell Culture, V&V, Change Control
Education
Mount Wachusett Community College 2007 — 2009
Certificate, Biotechnology/Biomanufacturing
Assumption College 1973 — 1980
BA, Psychology
Lauren Burns's Paul Revere Insurance Company Experience August 1992 - March 1993
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2013 - Present
JP Morgan June 2008 - Present
Bear Stearns January 1998 - June 2008
Strategic Assets, Inc. November 1995 - December 1997
Buttonwood Securities March 1995 - November 1995
Northwestern Mutual Insurance Company March 1993 - September 1994
Paul Revere Insurance Company August 1992 - March 1993
Mass Mutual Insurance Company January 1991 - August 1992
Education
State University of New York College at Plattsburgh 1986 — 1990
BS, Psychology, Business
JPMorgan Chase January 2013 - Present
JP Morgan June 2008 - Present
Bear Stearns January 1998 - June 2008
Strategic Assets, Inc. November 1995 - December 1997
Buttonwood Securities March 1995 - November 1995
Northwestern Mutual Insurance Company March 1993 - September 1994
Paul Revere Insurance Company August 1992 - March 1993
Mass Mutual Insurance Company January 1991 - August 1992
Education
State University of New York College at Plattsburgh 1986 — 1990
BS, Psychology, Business
Alice Moisen's Paul Revere Insurance Company Experience 1975 - 1985
Job Retired at Home
Industry Insurance
Experience
Home August 2014 - Present
Portland Ovations July 1986 - Present
Unum September 1985 - Present
Paul Revere September 1975 - September 1985
Paul Revere Insurance Company 1975 - 1985
Skills
Risk Management, IT Strategy, Change Management, Business Intelligence, Underwriting, Disaster Recovery, Management, Team Leadership, Integration
Education
Life Offica Management Association 1975 — 1978
FLMI, Insurance
Michigan State University 1963 — 1966
BA, Anthropology
Kennebunk High School 1959 — 1963
High School Diploma, College Course
Home August 2014 - Present
Portland Ovations July 1986 - Present
Unum September 1985 - Present
Paul Revere September 1975 - September 1985
Paul Revere Insurance Company 1975 - 1985
Skills
Risk Management, IT Strategy, Change Management, Business Intelligence, Underwriting, Disaster Recovery, Management, Team Leadership, Integration
Education
Life Offica Management Association 1975 — 1978
FLMI, Insurance
Michigan State University 1963 — 1966
BA, Anthropology
Kennebunk High School 1959 — 1963
High School Diploma, College Course
Mary Rahal's Paul Revere Insurance Company Experience 1993 - 1996
Job VP, Human Resources and Administration at Morgan Memorial Goodwill Industries
Industry Human Resources
Experience
Morgan Memorial Goodwill Industries May 2009 - Present
West Corporation May 2007 - May 2008
Omnium Worldwide October 2000 - May 2007
Guarantee Life Insurance Company August 1996 - March 2000
Paul Revere Insurance Company 1993 - 1996
Education
Kent State University
BS, Education
Morgan Memorial Goodwill Industries May 2009 - Present
West Corporation May 2007 - May 2008
Omnium Worldwide October 2000 - May 2007
Guarantee Life Insurance Company August 1996 - March 2000
Paul Revere Insurance Company 1993 - 1996
Education
Kent State University
BS, Education
Jeffrey Mellen, ERPA's Paul Revere Insurance Company Experience June 1994 - October 1996
Job President, Mellen Benefit Advisors, Inc.
Industry Financial Services
Experience
Mellen Benefit Advisors, Inc. October 1998 - Present
Northeast Planning Services, Inc. October 1996 - October 1998
Paul Revere Insurance Company June 1994 - October 1996
Prudential Insurance July 1991 - June 1994
R.G. Dickinson & Company December 1990 - July 1991
Skills
Pensions, 401k, Plan Design, ERISA, Profit Sharing, Compliance, Pension Administration, Retirement Plan..., Employee Benefits, Retirement Planning, Business Planning, Financial Advisory, Insurance, Financial Services, Portfolio Management, Retirement
Education
Assumption College 1988 — 1990
Bachelor of Arts, Accounting
St Joseph's College 1985 — 1988
Accounting
Mellen Benefit Advisors, Inc. October 1998 - Present
Northeast Planning Services, Inc. October 1996 - October 1998
Paul Revere Insurance Company June 1994 - October 1996
Prudential Insurance July 1991 - June 1994
R.G. Dickinson & Company December 1990 - July 1991
Skills
Pensions, 401k, Plan Design, ERISA, Profit Sharing, Compliance, Pension Administration, Retirement Plan..., Employee Benefits, Retirement Planning, Business Planning, Financial Advisory, Insurance, Financial Services, Portfolio Management, Retirement
Education
Assumption College 1988 — 1990
Bachelor of Arts, Accounting
St Joseph's College 1985 — 1988
Accounting
Jennifer Furman's Paul Revere Insurance Company Experience 1982 - 1983
Job Owner at J F Management Company, LLC
Industry Commercial Real Estate
Experience
J F Management Company, LLC November 2012 - Present
Furman's Portfolio, LLC September 2007 - Present
Skillful Vending Dist., Inc September 1984 - September 2009
Paul Revere Insurance Company 1982 - 1983
Skills
Microsoft Excel, Budgets, Event Management, Non-profits, Negotiation, Inventory Management, Strategic Planning, Customer Satisfaction, Fundraising, Social Media, Commercial Real Estate, Account Management, Marketing Communications, Project Management, Real Estate Transactions, Microsoft Office, Management, Customer Service, Sales, Contract Negotiation, Small Business, Accounting, Nonprofits, Real Estate
Education
Husson College 1986 — 1987
Business, Management, Marketing, and Related Support Services
University of Southern Maine 1979 — 1981
J F Management Company, LLC November 2012 - Present
Furman's Portfolio, LLC September 2007 - Present
Skillful Vending Dist., Inc September 1984 - September 2009
Paul Revere Insurance Company 1982 - 1983
Skills
Microsoft Excel, Budgets, Event Management, Non-profits, Negotiation, Inventory Management, Strategic Planning, Customer Satisfaction, Fundraising, Social Media, Commercial Real Estate, Account Management, Marketing Communications, Project Management, Real Estate Transactions, Microsoft Office, Management, Customer Service, Sales, Contract Negotiation, Small Business, Accounting, Nonprofits, Real Estate
Education
Husson College 1986 — 1987
Business, Management, Marketing, and Related Support Services
University of Southern Maine 1979 — 1981
Leonel Benoist's Paul Revere Insurance Company Experience June 1993 - March 1995
Job Vice President of Sales at Mutual Of Omaha
Industry Insurance
Experience
Mutual Of Omaha May 2007 - Present
Mutual of Omaha 2005 - April 2007
Lincoln Financial Group March 1995 - April 2005
Paul Revere Insurance Company June 1993 - March 1995
Education
Davidson College 1989 — 1993
BA, Anthropology/sociology
Mutual Of Omaha May 2007 - Present
Mutual of Omaha 2005 - April 2007
Lincoln Financial Group March 1995 - April 2005
Paul Revere Insurance Company June 1993 - March 1995
Education
Davidson College 1989 — 1993
BA, Anthropology/sociology
Fiffy Wendy's Paul Revere Insurance Company Experience January 1974 - January 1977
Job Financial Services at Primerica Financial Services
Industry Financial Services
Experience
Primerica June 2006 - Present
PRIMERCA FINANCIAL SERVICES January 2006 - Present
SAINT-GOBAIN, INC January 1998 - January 2006
Saint-Gobain, Inc. January 1994 - January 1997
Saint-Gobain, Inc. January 1993 - January 1994
Norton Company January 1990 - January 1993
Norton Company January 1977 - January 1982
PAUL REVERE INSURANCE COMPANY January 1974 - January 1977
Skills
Team Player, Great People Skills, Financial Planning
Education
Becker College 1997 — 1999
BS, Marketing
PROFESSIONAL DEVELOPMENT
Quinsigamond Community College
Associates Degree, Business Administration / Accounting
University of Wisconsin
WPI
Primerica June 2006 - Present
PRIMERCA FINANCIAL SERVICES January 2006 - Present
SAINT-GOBAIN, INC January 1998 - January 2006
Saint-Gobain, Inc. January 1994 - January 1997
Saint-Gobain, Inc. January 1993 - January 1994
Norton Company January 1990 - January 1993
Norton Company January 1977 - January 1982
PAUL REVERE INSURANCE COMPANY January 1974 - January 1977
Skills
Team Player, Great People Skills, Financial Planning
Education
Becker College 1997 — 1999
BS, Marketing
PROFESSIONAL DEVELOPMENT
Quinsigamond Community College
Associates Degree, Business Administration / Accounting
University of Wisconsin
WPI
John (Jack) Lemery, CFA's Paul Revere Insurance Company Experience April 1993 - March 1997
Job Mobile Home Park Investments
Industry Investment Management
Experience
Emerson Investment Management Company November 2000 - December 2014
Paul Revere Insurance Company April 1993 - March 1997
Textron Investment Management Company August 1990 - March 1993
Skills
Investments, Investment Management, Portfolio Management, Fixed Income, Fixed Income Analysis, Market Research, High Yield, Business Development, Asset Managment
Education
University of Connecticut 1976 — 1979
MBA, Finance
Saint Bonaventure University 1968 — 1972
BBA, Business Administration
St. Bonaventure 1968 — 1972
Bachelor of Science, Business Administration
Emerson Investment Management Company November 2000 - December 2014
Paul Revere Insurance Company April 1993 - March 1997
Textron Investment Management Company August 1990 - March 1993
Skills
Investments, Investment Management, Portfolio Management, Fixed Income, Fixed Income Analysis, Market Research, High Yield, Business Development, Asset Managment
Education
University of Connecticut 1976 — 1979
MBA, Finance
Saint Bonaventure University 1968 — 1972
BBA, Business Administration
St. Bonaventure 1968 — 1972
Bachelor of Science, Business Administration
Clarence C. Gray's Paul Revere Insurance Company Experience 1993 - 1996
Job President at Gray Star Consulting
Industry Insurance
Experience
Gray Star Consulting June 2011 - Present
Touro Law Center January 2011 - December 2011
Unum 1999 - 2009
Unum Provident 1996 - 1999
Paul Revere Insurance Company 1993 - 1996
The Equitable 1992 - 1993
Education
Touro College Jacob D. Fuchsberg Law Center 2008 — 2011
Juris Doctor, Law
Gray Star Consulting June 2011 - Present
Touro Law Center January 2011 - December 2011
Unum 1999 - 2009
Unum Provident 1996 - 1999
Paul Revere Insurance Company 1993 - 1996
The Equitable 1992 - 1993
Education
Touro College Jacob D. Fuchsberg Law Center 2008 — 2011
Juris Doctor, Law
Joyce Howard's Paul Revere Insurance Company Experience 1989 - 1994
Job Senior Quality Specialist at Roche Molecular Systems
Industry Medical Devices
Experience
Roche Molecular Systems July 2015 - Present
Lonza June 2009 - September 2013
Lonza May 2007 - June 2009
Lonza June 2004 - May 2007
AbbVie September 2001 - March 2004
Lewcott Corporation September 1998 - December 1998
Alpha Beta Technologies Inc March 1995 - September 1997
Paul Revere Insurance Company 1989 - 1994
Skills
Outlook, Viral Clearance, UF/DF, FDA GMP, Depth Filtration, Clinical Manufacturing, Microsoft Word, PowerPoint, Analysis, TFF, Microsoft Office, Microsoft Excel, Windows, Strategic Planning, Negotiation, Customer Service, English, Research, HTML, Budgets, Editing, Java, SAP, Documentum, LIMS, TrackWise, Delta V, Unicorn, RenCS, Lean Manufacturing, 5S, Lean Six Sigma, Supply Chain Management, Project Management, Project Planning, Process Improvement, HPLC, Chromatography, Ion Exchange, Hydrophobic Interaction..., Project Coordination, Deviations, Inventory Control, Workplace Safety, Employee Training, Aseptic Technique, Technical Documentation, Quality System, Trend Analysis, Bill Of Material...
Education
Bryant University 2014 — 2015
Project Management, Supply Chain Management, Six Sigma and Lean Manufacturing, 4.0
Alpha Beta Technologies, Inc 1995 — 1997
Biotechnology
Quinsigamond Community College 1994 — 1995
Biotechnology, 4.3
North American School of Accounting 1981 — 1982
Accounting and Bookkeeping
Roche Molecular Systems July 2015 - Present
Lonza June 2009 - September 2013
Lonza May 2007 - June 2009
Lonza June 2004 - May 2007
AbbVie September 2001 - March 2004
Lewcott Corporation September 1998 - December 1998
Alpha Beta Technologies Inc March 1995 - September 1997
Paul Revere Insurance Company 1989 - 1994
Skills
Outlook, Viral Clearance, UF/DF, FDA GMP, Depth Filtration, Clinical Manufacturing, Microsoft Word, PowerPoint, Analysis, TFF, Microsoft Office, Microsoft Excel, Windows, Strategic Planning, Negotiation, Customer Service, English, Research, HTML, Budgets, Editing, Java, SAP, Documentum, LIMS, TrackWise, Delta V, Unicorn, RenCS, Lean Manufacturing, 5S, Lean Six Sigma, Supply Chain Management, Project Management, Project Planning, Process Improvement, HPLC, Chromatography, Ion Exchange, Hydrophobic Interaction..., Project Coordination, Deviations, Inventory Control, Workplace Safety, Employee Training, Aseptic Technique, Technical Documentation, Quality System, Trend Analysis, Bill Of Material...
Education
Bryant University 2014 — 2015
Project Management, Supply Chain Management, Six Sigma and Lean Manufacturing, 4.0
Alpha Beta Technologies, Inc 1995 — 1997
Biotechnology
Quinsigamond Community College 1994 — 1995
Biotechnology, 4.3
North American School of Accounting 1981 — 1982
Accounting and Bookkeeping