Sapers & Wallack, Inc.
Description
Address: 275 Washington St, Newton, MA 02458 Phone: (617) 225-2600: Website: Category: : : Place name: : : : Hours: Website: http://www.sapers-wallack.com/ Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Sapers & Wallack, Inc. Posting publicly on the Web Write a review Reviews Be the first to review
Sapers & Wallack, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sapers & Wallack, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Sapers & Wallack, Inc. Salaries. You can even request information on how much does Sapers & Wallack, Inc. pay if you want to. Learn about salaries, pros and cons of working for Sapers & Wallack, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
28 Sapers & Wallack, Inc. employees in database. Find out everything there's to know about Sapers & Wallack, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Sapers & Wallack, Inc. Employees
Employee
Years
Job
Industry
Jerry Manchester Jerry Manchester's Sapers & Wallack, Inc. Experience 2002 - 2003
Job
Industry Human Resources
Experience
Benefitfocus 2014 - Present
Mobility Services International (MSI) 2005 - 2014
Genesys 2003 - 2005
Sapers & Wallack, Inc. 2002 - 2003
HR Logic 1998 - 2002
Paychex - Human Resource Services 1993 - 1998
Skills
Selling, Global Mobility, Qualifying Prospects, Contract Negotiation, Networking, SaaS, Start-ups, Business Strategy, Human Resources, Business Development, Lead Generation, Solution Selling, Budgets, Enterprise Software, Leadership, Management, Sales, Strategy, Benefits Administration, Salesforce.com, Talent Management, Employee Benefits, CRM, HRIS, Performance Management
Education
University of Massachusetts at Lowell
Bachelor of Science (BS)
Benefitfocus 2014 - Present
Mobility Services International (MSI) 2005 - 2014
Genesys 2003 - 2005
Sapers & Wallack, Inc. 2002 - 2003
HR Logic 1998 - 2002
Paychex - Human Resource Services 1993 - 1998
Skills
Selling, Global Mobility, Qualifying Prospects, Contract Negotiation, Networking, SaaS, Start-ups, Business Strategy, Human Resources, Business Development, Lead Generation, Solution Selling, Budgets, Enterprise Software, Leadership, Management, Sales, Strategy, Benefits Administration, Salesforce.com, Talent Management, Employee Benefits, CRM, HRIS, Performance Management
Education
University of Massachusetts at Lowell
Bachelor of Science (BS)
Patrick Bugbee, CLU® Patrick Bugbee, CLU®'s Sapers & Wallack, Inc. Experience January 2006 - Present
Job Senior Account Executive at Sapers & Wallack
Industry Financial Services
Experience
Sapers & Wallack, Inc. January 2006 - Present
Lander & Associates June 2004 - January 2006
SAF Management, The Discovery Group May 2003 - January 2004
Skills
Employee Benefits, Business Continuity..., Insurance, Strategic Financial..., Management, Retirement Planning
Education
American College
CLU
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2005
Bachelor of Business Administration, Finance and Operations Management
Sapers & Wallack, Inc. January 2006 - Present
Lander & Associates June 2004 - January 2006
SAF Management, The Discovery Group May 2003 - January 2004
Skills
Employee Benefits, Business Continuity..., Insurance, Strategic Financial..., Management, Retirement Planning
Education
American College
CLU
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2005
Bachelor of Business Administration, Finance and Operations Management
Nicholas Ogonowsky Nicholas Ogonowsky's Sapers & Wallack, Inc. Experience January 2012 - July 2012
Job Commercial Real Estate Analyst at Goedecke & Co., LLC
Industry Financial Services
Experience
Goedecke & Co., LLC November 2013 - Present
Merrill Lynch January 2013 - July 2013
Sapers & Wallack, Inc. January 2012 - July 2012
Skills
PowerPoint, Excel, Word, Outlook, Adobe Acrobat, Morningstar, Microsoft Excel, Microsoft Word, Finance, Sales, Asset Allocation, Marketing, Facebook, Social Networking
Education
Northeastern University 2010 — 2014
Bachelor's Degree, Business Administration - Finance
London School of Economics and Political Science 2012 — 2012
Study Abroad
Belmont Hill School 2006 — 2010
Goedecke & Co., LLC November 2013 - Present
Merrill Lynch January 2013 - July 2013
Sapers & Wallack, Inc. January 2012 - July 2012
Skills
PowerPoint, Excel, Word, Outlook, Adobe Acrobat, Morningstar, Microsoft Excel, Microsoft Word, Finance, Sales, Asset Allocation, Marketing, Facebook, Social Networking
Education
Northeastern University 2010 — 2014
Bachelor's Degree, Business Administration - Finance
London School of Economics and Political Science 2012 — 2012
Study Abroad
Belmont Hill School 2006 — 2010
Lisa Falcone-Fellini Lisa Falcone-Fellini's Sapers & Wallack, Inc. Experience December 2006 - October 2011
Job RIA Relationship Manager at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company October 2011 - Present
Sapers & Wallack, Inc. December 2006 - October 2011
Hollister, Inc 2005 - 2006
Deutsche Morgan Grenfell 1995 - 1998
Harvard Management Company 1982 - 1995
Skills
Investments, Investment Management, Portfolio Management, Asset Allocation, Financial Modeling, Mutual Funds, Investment Strategies, Retirement Planning, Valuation, Financial Services, Equity Research, Trading, Asset Managment, Alternative Investments, Series 7, Fixed Income
Education
D'Amore-McKim School of Business at Northeastern University 1986 — 1988
MBA, Finance
Indiana University of Pennsylvania 1976 — 1980
BA, Criminology and Psychology
Loomis, Sayles & Company October 2011 - Present
Sapers & Wallack, Inc. December 2006 - October 2011
Hollister, Inc 2005 - 2006
Deutsche Morgan Grenfell 1995 - 1998
Harvard Management Company 1982 - 1995
Skills
Investments, Investment Management, Portfolio Management, Asset Allocation, Financial Modeling, Mutual Funds, Investment Strategies, Retirement Planning, Valuation, Financial Services, Equity Research, Trading, Asset Managment, Alternative Investments, Series 7, Fixed Income
Education
D'Amore-McKim School of Business at Northeastern University 1986 — 1988
MBA, Finance
Indiana University of Pennsylvania 1976 — 1980
BA, Criminology and Psychology
John Yagjian John Yagjian's Sapers & Wallack, Inc. Experience 1996 - 2011
Job MKA Executive PlannersSenior Consultant Financial Risk Management
Industry Insurance
Experience
MKA Executive Planners August 2011 - Present
Sapers & Wallack, Inc. 1996 - 2011
Managment Compensation Group 1996 - 2011
Barron & Stadfeld, P.C. 1986 - 1997
Skills
Fixed Annuities, Wealth, Tax, High Net Worth..., Asset Protection, Small Business, Wealth Management, FINRA, Corporate Law, Alternative Investments, Accounting, Deferred Compensation, Long-term Care, Succession Planning, Charities, Hedge Funds, Management, Business, Fixed Income, Risk Management, Health Insurance, Business Planning, Financial Planners, Estate Planning
Education
Boston University School of Law 1968 — 1971
JD, Tax
Tufts University 1964 — 1968
BA, Economics
MKA Executive Planners August 2011 - Present
Sapers & Wallack, Inc. 1996 - 2011
Managment Compensation Group 1996 - 2011
Barron & Stadfeld, P.C. 1986 - 1997
Skills
Fixed Annuities, Wealth, Tax, High Net Worth..., Asset Protection, Small Business, Wealth Management, FINRA, Corporate Law, Alternative Investments, Accounting, Deferred Compensation, Long-term Care, Succession Planning, Charities, Hedge Funds, Management, Business, Fixed Income, Risk Management, Health Insurance, Business Planning, Financial Planners, Estate Planning
Education
Boston University School of Law 1968 — 1971
JD, Tax
Tufts University 1964 — 1968
BA, Economics
Karen E. Van Voorhis, CFP Karen E. Van Voorhis, CFP's Sapers & Wallack, Inc. Experience 2012 - Present
Job Director, Wealth Management, at Sapers & Wallack
Industry Investment Management
Experience
Sapers & Wallack, Inc. 2012 - Present
Lexington Wealth Management 2011 - 2012
Wachovia, A Wells Fargo Company 2004 - 2009
Tanager Financial Services, Inc. 1999 - 2004
Applegarth Advisory Group 1995 - 1999
Skills
Financial Planning, Tax Strategies, Wealth Management, Investments, Asset Management, Retirement Planning, Retirement, Portfolio Management, Asset Allocation, Investment Advisory, Investment Strategies, Wealth, Financial Advisory, Financial Analysis, High Net Worth..., Finance, Strategic Financial..., Estate Planning, Wealth Management..., Tax, Investment Management, Insurance, Mutual Funds, Fixed Income, Alternative Investments, Financial Services, 401k, Securities
Education
Smith College 1991 — 1995
B.A. in Russian Civilization, Russian, French
Sapers & Wallack, Inc. 2012 - Present
Lexington Wealth Management 2011 - 2012
Wachovia, A Wells Fargo Company 2004 - 2009
Tanager Financial Services, Inc. 1999 - 2004
Applegarth Advisory Group 1995 - 1999
Skills
Financial Planning, Tax Strategies, Wealth Management, Investments, Asset Management, Retirement Planning, Retirement, Portfolio Management, Asset Allocation, Investment Advisory, Investment Strategies, Wealth, Financial Advisory, Financial Analysis, High Net Worth..., Finance, Strategic Financial..., Estate Planning, Wealth Management..., Tax, Investment Management, Insurance, Mutual Funds, Fixed Income, Alternative Investments, Financial Services, 401k, Securities
Education
Smith College 1991 — 1995
B.A. in Russian Civilization, Russian, French
Chelsey Covitz Chelsey Covitz's Sapers & Wallack, Inc. Experience July 2014 - Present
Job Benefits Analyst at Sapers & Wallack, Inc.
Industry Financial Services
Experience
Sapers & Wallack, Inc. July 2014 - Present
Saint Michael's College August 2010 - May 2014
Roche Bros. Supermarkets March 2009 - August 2012
Skills
Customer Service, Transaction Processing, Coaching Staff, Team Leadership, Time Management, Microsoft Office, Microsoft Excel, Team Building, Mathematics, Financial Accounting, Facebook
Education
Saint Michael's College 2010 — 2014
Bachelor of Science (B.S.), Accounting
Marshfield High School 2006 — 2010
Sapers & Wallack, Inc. July 2014 - Present
Saint Michael's College August 2010 - May 2014
Roche Bros. Supermarkets March 2009 - August 2012
Skills
Customer Service, Transaction Processing, Coaching Staff, Team Leadership, Time Management, Microsoft Office, Microsoft Excel, Team Building, Mathematics, Financial Accounting, Facebook
Education
Saint Michael's College 2010 — 2014
Bachelor of Science (B.S.), Accounting
Marshfield High School 2006 — 2010
Amanda Woodgate Amanda Woodgate's Sapers & Wallack, Inc. Experience June 2014 - Present
Job Client Service Analyst at Sapers & Wallack, Inc.
Industry Investment Management
Experience
Sapers & Wallack, Inc. June 2014 - Present
State Street Global Advisors June 2012 - May 2014
State Street Global Advisors June 2011 - August 2011
Crossroads for Kids June 2009 - August 2010
Skills
Series 6, Internal client..., Microsoft Office Suite, Performance and record..., Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Public Speaking, Investments, Marketing, Event Planning, Financial Analysis
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts, History, Cum Laude
Duxbury High School 2004 — 2008
Sapers & Wallack, Inc. June 2014 - Present
State Street Global Advisors June 2012 - May 2014
State Street Global Advisors June 2011 - August 2011
Crossroads for Kids June 2009 - August 2010
Skills
Series 6, Internal client..., Microsoft Office Suite, Performance and record..., Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Public Speaking, Investments, Marketing, Event Planning, Financial Analysis
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts, History, Cum Laude
Duxbury High School 2004 — 2008
Shaiste Irani Shaiste Irani's Sapers & Wallack, Inc. Experience July 2013 - December 2014
Job NFP360 (Salesforce) Administrator at Sapers & Wallack, Inc.
Industry Financial Services
Experience
Mehrab N Irani & Company June 2011 - Present
Sapers & Wallack, Inc. July 2013 - December 2014
Divine Events June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Salesforce.com..., Social Media, Time Management
Education
Northeastern University 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Supply Chain Management and Marketing
Adelphi University 2011 — 2012
Bachelor of Business Administration (BBA), Finance, General
Mercedes Benz International School 2005 — 2011
High School, International Baccalaureate
Mehrab N Irani & Company June 2011 - Present
Sapers & Wallack, Inc. July 2013 - December 2014
Divine Events June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Salesforce.com..., Social Media, Time Management
Education
Northeastern University 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Supply Chain Management and Marketing
Adelphi University 2011 — 2012
Bachelor of Business Administration (BBA), Finance, General
Mercedes Benz International School 2005 — 2011
High School, International Baccalaureate
Susan Galvin Susan Galvin's Sapers & Wallack, Inc. Experience July 2008 - February 2015
Job Senior Advisor Digital Benefit Advisors
Industry Insurance
Experience
Digital Benefit Advisors August 2015 - Present
Sapers & Wallack, Inc. July 2008 - February 2015
Bostonian Group December 2007 - July 2008
Harvard Pilgrim Health Care June 1999 - December 2007
Skills
Health Insurance, Employee Benefits, 401k, Employee Relations, Account Management, HRIS, Executive Pay, Talent Management, New Business Development, Disability Insurance, Insurance, Benefits Administration
Education
Saint Michael's College 1982 — 1986
BA, Sociology
Wellesley High School 1979 — 1982
Digital Benefit Advisors August 2015 - Present
Sapers & Wallack, Inc. July 2008 - February 2015
Bostonian Group December 2007 - July 2008
Harvard Pilgrim Health Care June 1999 - December 2007
Skills
Health Insurance, Employee Benefits, 401k, Employee Relations, Account Management, HRIS, Executive Pay, Talent Management, New Business Development, Disability Insurance, Insurance, Benefits Administration
Education
Saint Michael's College 1982 — 1986
BA, Sociology
Wellesley High School 1979 — 1982
Eric Detwiler Eric Detwiler's Sapers & Wallack, Inc. Experience February 2012 - August 2012
Job Business Analytics Associate at ZS Associates
Industry Management Consulting
Experience
ZS Associates May 2015 - Present
everis January 2014 - April 2015
Boston University August 2013 - December 2013
Makweds June 2013 - August 2013
Australian Rugby Union January 2013 - April 2013
Boston University May 2012 - November 2012
Sapers & Wallack, Inc. February 2012 - August 2012
RepNation January 2012 - June 2012
Best Western International May 2011 - August 2011
Nextgen Realty December 2010 - March 2011
Skills
Computer Literate, Spanish translation, Qualitative Market..., Transcription, Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Event Planning, Microsoft Word, Social Networking, Customer Service, Facebook, Twitter, WiX, Wordpress, InDesign, Photoshop, Spanish
Education
University of Sydney 2013 — 2013
Boston University 2010 — 2013
Bachelor of Science in Business Administration, International Management and Law
ZS Associates May 2015 - Present
everis January 2014 - April 2015
Boston University August 2013 - December 2013
Makweds June 2013 - August 2013
Australian Rugby Union January 2013 - April 2013
Boston University May 2012 - November 2012
Sapers & Wallack, Inc. February 2012 - August 2012
RepNation January 2012 - June 2012
Best Western International May 2011 - August 2011
Nextgen Realty December 2010 - March 2011
Skills
Computer Literate, Spanish translation, Qualitative Market..., Transcription, Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Event Planning, Microsoft Word, Social Networking, Customer Service, Facebook, Twitter, WiX, Wordpress, InDesign, Photoshop, Spanish
Education
University of Sydney 2013 — 2013
Boston University 2010 — 2013
Bachelor of Science in Business Administration, International Management and Law
Stephen Schoen Stephen Schoen's Sapers & Wallack, Inc. Experience August 2011 - Present
Job Vice President Finance and Administration Division at Sapers & Wallack, Inc.
Industry Insurance
Experience
Sapers & Wallack, Inc. August 2011 - Present
Sapers & Wallack, Inc. August 2006 - July 2011
Sapers & Wallack, Inc. August 2002 - July 2006
John Hancock Life Insurance Company (U.S.A.) September 2000 - August 2002
John Hancock Financial Services September 1998 - August 2000
Skills
Insurance, Commission, Management, Employee Benefits, Finance, Financial Services, Payroll, Life Insurance, Human Resources, Marketing Strategy, Revenue Analysis, Operations Management, Marketing, Time Management, Account Reconciliation, Accounts Receivable, Accounts Payable, Salesforce.com, IT Outsourcing, Information Technology, Analysis, Leadership
Education
Castleton University
Bachelor of Science, Management
Seton Hall University
Sapers & Wallack, Inc. August 2011 - Present
Sapers & Wallack, Inc. August 2006 - July 2011
Sapers & Wallack, Inc. August 2002 - July 2006
John Hancock Life Insurance Company (U.S.A.) September 2000 - August 2002
John Hancock Financial Services September 1998 - August 2000
Skills
Insurance, Commission, Management, Employee Benefits, Finance, Financial Services, Payroll, Life Insurance, Human Resources, Marketing Strategy, Revenue Analysis, Operations Management, Marketing, Time Management, Account Reconciliation, Accounts Receivable, Accounts Payable, Salesforce.com, IT Outsourcing, Information Technology, Analysis, Leadership
Education
Castleton University
Bachelor of Science, Management
Seton Hall University
Beau Larson Beau Larson's Sapers & Wallack, Inc. Experience November 2013 - January 2015
Job Sales Consultant at Madison Chrysler Jeep & Dodge
Industry Financial Services
Experience
Madison Chrysler Jeep & Dodge August 2015 - Present
Sapers & Wallack, Inc. November 2013 - January 2015
Shorelight Education 2015 - 2015
Willoughby's Coffee & Tea February 2009 - August 2013
Skills
Investment Research, Data Analysis, Financial Services, Client Relations Skills, Mutual Funds, Administrative Office..., Salesforce.com, Morningstar, Sales, Retirement Planning, Target Date Analysis, Customer Service, Investments, Portfolio Management, Retirement, Insurance, Analysis, Support Analysts, Microsoft Office, Social Media, PowerPoint, Microsoft Word, Public Speaking, Marketing
Education
Lasell College 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance, General, Minor of Communicaiton
Daniel Hand high school 2008 — 2011
High School Diploma, General Studies
Madison Chrysler Jeep & Dodge August 2015 - Present
Sapers & Wallack, Inc. November 2013 - January 2015
Shorelight Education 2015 - 2015
Willoughby's Coffee & Tea February 2009 - August 2013
Skills
Investment Research, Data Analysis, Financial Services, Client Relations Skills, Mutual Funds, Administrative Office..., Salesforce.com, Morningstar, Sales, Retirement Planning, Target Date Analysis, Customer Service, Investments, Portfolio Management, Retirement, Insurance, Analysis, Support Analysts, Microsoft Office, Social Media, PowerPoint, Microsoft Word, Public Speaking, Marketing
Education
Lasell College 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance, General, Minor of Communicaiton
Daniel Hand high school 2008 — 2011
High School Diploma, General Studies
Eileen Ruhl's Sapers & Wallack, Inc. Experience August 2004 - August 2006
Job Trust Administration
Industry Financial Services
Experience
Ropes & Gray LLP August 2013 - Present
PLAN of Massachusetts and Rhode Island, Inc. September 2009 - February 2012
CliftonLarsonAllen LLP (formerly LarsonAllen LLP) January 2008 - April 2009
UHY Advisors N.E., LLC October 2006 - December 2007
Sapers & Wallack, Inc. August 2004 - August 2006
Minute Man Arc June 2003 - August 2004
The Paxen Group, Inc. September 2001 - May 2003
James L. Maher Center September 1999 - September 2001
Saint Mary Academy August 1995 - August 1999
Skills
Trust Management, Investment Review, Marketing, Data Research Analysis, Website and Database..., Administrative..., Policy Administration, Tax Review, Payroll Management, Curriculum Development, Job Readiness Training, Grant Writing, Fundraising, Training, Leadership, Policy, Program Management, Investments, Nonprofits
Education
New England Law Boston 2003 — 2007
Doctor of Law (J.D.)
Stonehill College
Bachelor of Arts (B.A.), Political Science and Government
Ropes & Gray LLP August 2013 - Present
PLAN of Massachusetts and Rhode Island, Inc. September 2009 - February 2012
CliftonLarsonAllen LLP (formerly LarsonAllen LLP) January 2008 - April 2009
UHY Advisors N.E., LLC October 2006 - December 2007
Sapers & Wallack, Inc. August 2004 - August 2006
Minute Man Arc June 2003 - August 2004
The Paxen Group, Inc. September 2001 - May 2003
James L. Maher Center September 1999 - September 2001
Saint Mary Academy August 1995 - August 1999
Skills
Trust Management, Investment Review, Marketing, Data Research Analysis, Website and Database..., Administrative..., Policy Administration, Tax Review, Payroll Management, Curriculum Development, Job Readiness Training, Grant Writing, Fundraising, Training, Leadership, Policy, Program Management, Investments, Nonprofits
Education
New England Law Boston 2003 — 2007
Doctor of Law (J.D.)
Stonehill College
Bachelor of Arts (B.A.), Political Science and Government
AMY PASEUTH's Sapers & Wallack, Inc. Experience March 2010 - Present
Job Investment
Industry Investment Management
Experience
Sapers & Wallack, Inc. March 2010 - Present
Printec Electronics, Corp. June 2006 - June 2009
P&E Microcomputer Systems January 2003 - July 2005
Skills
Account Management, Finance, Management, Sales, Forecasting
Education
Suffolk University - Sawyer Business School
Business
Sapers & Wallack, Inc. March 2010 - Present
Printec Electronics, Corp. June 2006 - June 2009
P&E Microcomputer Systems January 2003 - July 2005
Skills
Account Management, Finance, Management, Sales, Forecasting
Education
Suffolk University - Sawyer Business School
Business
Jessica Delacruz's Sapers & Wallack, Inc. Experience December 2006 - July 2011
Job External Affairs Manager at The MENTOR Network
Industry Marketing and Advertising
Experience
The MENTOR Network January 2015 - Present
The MENTOR Network October 2013 - December 2014
The MENTOR Network July 2011 - October 2013
Examiner.com March 2010 - February 2012
Sapers & Wallack, Inc. December 2006 - July 2011
Skills
Web Content, Copywriting, Integrated Marketing, Social Media Marketing, Marketing Communications, Proposal Writing, SEO, Advertising, Email Marketing, Online Marketing, Event Planning, Marketing, Editing, Newsletters, Facebook, Social Media, Blogging, Public Relations, Government Proposal...
Education
Suffolk University 2001 — 2005
BA, Theatre Arts and Film Studies
The MENTOR Network January 2015 - Present
The MENTOR Network October 2013 - December 2014
The MENTOR Network July 2011 - October 2013
Examiner.com March 2010 - February 2012
Sapers & Wallack, Inc. December 2006 - July 2011
Skills
Web Content, Copywriting, Integrated Marketing, Social Media Marketing, Marketing Communications, Proposal Writing, SEO, Advertising, Email Marketing, Online Marketing, Event Planning, Marketing, Editing, Newsletters, Facebook, Social Media, Blogging, Public Relations, Government Proposal...
Education
Suffolk University 2001 — 2005
BA, Theatre Arts and Film Studies
Lori Engorn's Sapers & Wallack, Inc. Experience March 2007 - Present
Job MBV Project Manager at Sapers & Wallack
Industry Insurance
Experience
Sapers & Wallack, Inc. March 2007 - Present
Sun Life Financial September 2001 - June 2006
The DeWolfe Companies 1999 - 2001
Skills
Health Insurance, Insurance, Employee Benefits, Benefits Administration
Education
Tufts University
BS, Liberal Arts / Psychology
Sapers & Wallack, Inc. March 2007 - Present
Sun Life Financial September 2001 - June 2006
The DeWolfe Companies 1999 - 2001
Skills
Health Insurance, Insurance, Employee Benefits, Benefits Administration
Education
Tufts University
BS, Liberal Arts / Psychology
Sharon DiCarlo's Sapers & Wallack, Inc. Experience April 1999 - Present
Job Senior Account Executive at Sapers & Wallack, Inc.
Industry Insurance
Experience
Sapers & Wallack, Inc., an innovator in insurance & investments, serving New England for 76 years. April 1999 - Present
Sapers & Wallack, Inc. April 1999 - Present
Sapers & Wallack 1999 - 2004
United Hand and Rehab Services 1996 - 1999
Skills
Employee Benefits, Life Insurance, Insurance, Disability Insurance, 401k, Health Insurance, Retirement, Retirement Planning, Mutual Funds, Financial Services, Investments, Series 7, Account Management, PowerPoint, Microsoft Excel
Education
North Shore Community College 1994 — 1996
Associates, Science
Sapers & Wallack, Inc., an innovator in insurance & investments, serving New England for 76 years. April 1999 - Present
Sapers & Wallack, Inc. April 1999 - Present
Sapers & Wallack 1999 - 2004
United Hand and Rehab Services 1996 - 1999
Skills
Employee Benefits, Life Insurance, Insurance, Disability Insurance, 401k, Health Insurance, Retirement, Retirement Planning, Mutual Funds, Financial Services, Investments, Series 7, Account Management, PowerPoint, Microsoft Excel
Education
North Shore Community College 1994 — 1996
Associates, Science
Aviva Sapers's Sapers & Wallack, Inc. Experience 1983 - Present
Job CEO of Sapers & Wallack, Inc.
Industry Financial Services
Experience
Sapers & Wallack, Inc. 1983 - Present
Baystate Financial Services 1985 - 1987
Skills
Executive Compensation, Succession Planning, Wealth Preservation, Financial Planning, Insurance, Employee Benefits, Long Term Care, Pensions, Estate Planning, Retirement Planning, Disability Insurance, Strategic Financial..., Executive Pay, Long-term Care, 401k, Business Strategy, Financial Advisory, Wealth Management..., Wealth, Retirement, Portfolio Management, Strategic Planning, Start-ups, Investment Management, Investment Advisory, Wealth Management, Asset Allocation, Financial Services, Investments, Leadership, Life Insurance, High Net Worth..., Investment Strategies, Asset Management
Education
The Tuck School of Business at Dartmouth 1988 — 1990
MBA, Business
Colby College
BA, Economics
The American College
Sapers & Wallack, Inc. 1983 - Present
Baystate Financial Services 1985 - 1987
Skills
Executive Compensation, Succession Planning, Wealth Preservation, Financial Planning, Insurance, Employee Benefits, Long Term Care, Pensions, Estate Planning, Retirement Planning, Disability Insurance, Strategic Financial..., Executive Pay, Long-term Care, 401k, Business Strategy, Financial Advisory, Wealth Management..., Wealth, Retirement, Portfolio Management, Strategic Planning, Start-ups, Investment Management, Investment Advisory, Wealth Management, Asset Allocation, Financial Services, Investments, Leadership, Life Insurance, High Net Worth..., Investment Strategies, Asset Management
Education
The Tuck School of Business at Dartmouth 1988 — 1990
MBA, Business
Colby College
BA, Economics
The American College
Kristen Macdonald Maalouf's Sapers & Wallack, Inc. Experience July 2013 - Present
Job Executive Assistant to CEO at Sapers & Wallack, Inc.
Industry Executive Office
Experience
Sapers & Wallack, Inc. July 2013 - Present
PHOTON Consulting October 2012 - July 2013
Sapers & Wallack, Inc. September 2008 - October 2012
Huron Consulting Group August 2006 - September 2008
Andrew P. Palmer & Associates 2005 - 2006
Dance Explosion 2002 - 2004
Heritage 1999 - 2002
Skills
Event Planning, Employee Benefits, Strategic Planning, Human Resources, Customer Service, Event Management, Insurance, Microsoft Excel, Fundraising, Social Media, Marketing, PowerPoint, Salesforce.com, Microsoft Word
Education
Stonehill College 1992 — 1996
BA, Communication
Sapers & Wallack, Inc. July 2013 - Present
PHOTON Consulting October 2012 - July 2013
Sapers & Wallack, Inc. September 2008 - October 2012
Huron Consulting Group August 2006 - September 2008
Andrew P. Palmer & Associates 2005 - 2006
Dance Explosion 2002 - 2004
Heritage 1999 - 2002
Skills
Event Planning, Employee Benefits, Strategic Planning, Human Resources, Customer Service, Event Management, Insurance, Microsoft Excel, Fundraising, Social Media, Marketing, PowerPoint, Salesforce.com, Microsoft Word
Education
Stonehill College 1992 — 1996
BA, Communication
Tara Myron's Sapers & Wallack, Inc. Experience May 2015 - Present
Job Account Manager
Industry Insurance
Experience
Sapers & Wallack, Inc. May 2015 - Present
Small Business Service Bureau January 2012 - April 2015
Employee Benefit Communications October 2000 - February 2008
Skills
Health Insurance, Voluntary Employee..., Disability Insurance, Health Savings Accounts, Open Enrollment, Term Life Insurance, Benefits Administration, 401k, Cafeteria Plans, Life Insurance, Employee Benefits, COBRA
Education
Pasco-Hernando State College
Sapers & Wallack, Inc. May 2015 - Present
Small Business Service Bureau January 2012 - April 2015
Employee Benefit Communications October 2000 - February 2008
Skills
Health Insurance, Voluntary Employee..., Disability Insurance, Health Savings Accounts, Open Enrollment, Term Life Insurance, Benefits Administration, 401k, Cafeteria Plans, Life Insurance, Employee Benefits, COBRA
Education
Pasco-Hernando State College
Rob Corlito's Sapers & Wallack, Inc. Experience February 2014 - Present
Job Vice President, Retirement Plan Services at Sapers & Wallack, Inc.
Industry Financial Services
Experience
Sapers & Wallack, Inc. February 2014 - Present
Fiduciary Investment Advisors, LLC October 2012 - February 2014
Cammack LaRhette Consulting 1996 - 2012
Skills
Retirement Planning, Asset Allocation, Investments, Defined Benefit, 401k, Retirement Plan..., Financial Services, Defined Contribution, Due Diligence, Investment Advisory..., Mutual Funds, Consulting, Retirement, Nonprofits, Series 63, Pensions, Series 7, Series 65, Relationship Management, Building Relationships, 403 b, 457 Plans, Sales Presentations
Education
Northeastern University
BSBA, Marketing
Sapers & Wallack, Inc. February 2014 - Present
Fiduciary Investment Advisors, LLC October 2012 - February 2014
Cammack LaRhette Consulting 1996 - 2012
Skills
Retirement Planning, Asset Allocation, Investments, Defined Benefit, 401k, Retirement Plan..., Financial Services, Defined Contribution, Due Diligence, Investment Advisory..., Mutual Funds, Consulting, Retirement, Nonprofits, Series 63, Pensions, Series 7, Series 65, Relationship Management, Building Relationships, 403 b, 457 Plans, Sales Presentations
Education
Northeastern University
BSBA, Marketing
Evan Macedo's Sapers & Wallack, Inc. Experience June 2014 - Present
Job Senior Internal Accountant at Sapers & Wallack, Inc.
Industry Financial Services
Experience
Sapers & Wallack, Inc. June 2014 - Present
Photon Consulting, LLC November 2012 - May 2014
Conklin Services & Construction, Inc December 2010 - October 2012
Fundex Asset Management Corp August 2009 - December 2010
Volunteer Income Tax Assistant Program (VITA) February 2008 - April 2009
Skills
Accounts Payable, Accounting, Microsoft Excel, Accounts Receivable, Account Reconciliation, Management, Financial Reporting, Auditing, Internal Controls, Financial Accounting, Financial Analysis, Tax, Income Tax, Portfolio Management, GAAP, General Ledger, Finance, Budgets, Financial Statements, US GAAP, Invoicing, Corporate Finance, Banking, Fixed Assets, Accruals
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2010
Master's In The Science Of Accounting, Accounting and Finance
Isenberg School of Management, UMass Amherst 2005 — 2009
Bachelors, Accounting
Dartmouth High
Sapers & Wallack, Inc. June 2014 - Present
Photon Consulting, LLC November 2012 - May 2014
Conklin Services & Construction, Inc December 2010 - October 2012
Fundex Asset Management Corp August 2009 - December 2010
Volunteer Income Tax Assistant Program (VITA) February 2008 - April 2009
Skills
Accounts Payable, Accounting, Microsoft Excel, Accounts Receivable, Account Reconciliation, Management, Financial Reporting, Auditing, Internal Controls, Financial Accounting, Financial Analysis, Tax, Income Tax, Portfolio Management, GAAP, General Ledger, Finance, Budgets, Financial Statements, US GAAP, Invoicing, Corporate Finance, Banking, Fixed Assets, Accruals
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2010
Master's In The Science Of Accounting, Accounting and Finance
Isenberg School of Management, UMass Amherst 2005 — 2009
Bachelors, Accounting
Dartmouth High
Chris Horgan's Sapers & Wallack, Inc. Experience 2011 - 2013
Job Director Institutional Sales at TIAACREF
Industry Investment Management
Experience
Sapers & Wallack, Inc. 2011 - 2013
Hartford Investment Management 2007 - 2010
Bank of America - Columbia Management 1998 - 2007
Education
Suffolk University - Sawyer School of Management 1996 — 1998
MBA
Hartwick College 1983 — 1987
BA
Lawrence Academy 1980 — 1983
Sapers & Wallack, Inc. 2011 - 2013
Hartford Investment Management 2007 - 2010
Bank of America - Columbia Management 1998 - 2007
Education
Suffolk University - Sawyer School of Management 1996 — 1998
MBA
Hartwick College 1983 — 1987
BA
Lawrence Academy 1980 — 1983
Justin Semke's Sapers & Wallack, Inc. Experience 2011 - 2011
Job Marketing Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Federated MDT Advisers 2013 - 2013
Brown Brothers Harriman 2012 - 2012
Sapers & Wallack, Inc. 2011 - 2011
The Solar Energy Consortium 2010 - 2010
Education
Northeastern University 2009 — 2014
Ameriprise Financial Services, Inc. June 2014 - Present
Federated MDT Advisers 2013 - 2013
Brown Brothers Harriman 2012 - 2012
Sapers & Wallack, Inc. 2011 - 2011
The Solar Energy Consortium 2010 - 2010
Education
Northeastern University 2009 — 2014