Experience
United Technologies  May 2015 - Present
UTC Building & Industrial Systems  August 2013 - May 2015
UTC Building & Industrial Systems  August 2011 - July 2013
UTC Building & Industrial Systems  February 2011 - August 2011
United Technologies  July 2009 - August 2011
International Aero Engines  August 2010 - February 2011
United Technologies  February 2010 - August 2010
Hamilton Sundstrand  July 2009 - February 2010
Sentinel Benefits & Financial Group   May 2008 - August 2008
UBS Wealth Management  May 2007 - August 2007

Skills
Financial Analysis, Accounting, Account Reconciliation, Financial Forecasting, General Ledger, Cost Accounting, Financial Reporting, Microsoft Excel, PowerPoint, Blackline, SAP, JDE Enterprise One, JDE One World, Corporate Finance, Hyperion HFM, Fixed Assets, Leadership

Education
Bentley University - Elkin B. McCallum Graduate School of Business   2011 — 2014
Master of Business Administration (M.B.A.), Accountancy

Bentley University   2005 — 2009
Bachelor's Degree, Corporate Finance & Accounting

Experience
Sentinel Benefits & Financial Group   June 2013 - Present
Sentinel Benefits & Financial Group   May 2012 - January 2013

Education
Connecticut College   2009 — 2013
Bachelor of Arts (B.A.), Economics

Northfield Mount Hermon   2008 — 2009

St. John's Preparatory School   2004 — 2008

Experience
Sentinel Benefits & Financial Group   April 2015 - Present
Sentinel Benefits & Financial Group   February 2014 - April 2015
Boston Cannons  January 2013 - February 2014
Treadwell's Ice Cream   May 2006 - December 2012
Maine Red Claws  2011 - 2012

Skills
Event Management, Public Relations, Ticket Sales, Sports Management, Sports Marketing, Sports, Sponsorship, Intercollegiate..., Sports Writing, Sponsorship Sales, Facebook, Community Development, Athletics, Event Planning, Media Relations

Education
Saint Joseph's College   2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration & Sports Management

Experience
Sentinel Benefits & Financial Group   September 2013 - Present
Lacrosse Unlimited  January 2012 - April 2014
Klone Lab, LLC & I-Path Footwear   September 2011 - December 2011
Endicott College - Physical Plant   2009 - 2011
Boston Blazers Lacrosse   January 2010 - January 2010
Blatt & Dauman CPA Firm   December 2008 - January 2009

Skills
Microsoft Office, Customer Service, Job Scheduling, Time Management, Problem Solving, Collaborative Problem..., Team Leadership, Coaching, Social Media, Business Analysis, Financial Analysis, Department Budgeting, Critical Thinking, Inventory Management, Supply Chain Operations, Sales, Budgets, Marketing Strategy

Education
Endicott College   2012 — 2013
Master of Business Administration (M.B.A.)

Endicott College   2008 — 2012
Bachelor, Business Management

Bishop Fenwick High School   2004 — 2008
Diploma, College Prep

Experience
Harpoon Brewery  January 2015 - Present
Harpoon Brewery  October 2014 - January 2015
Connecticut College  February 2013 - September 2013
Sentinel Benefits & Financial Group   June 2013 - August 2013
Connecticut College  August 2012 - May 2013
PSD Global Inc.  May 2012 - August 2012

Skills
Research, Social Media, English, Economics, PowerPoint, Politics, Global Alliances, Microsoft Excel, Market Research, Business Development

Education
Connecticut College   2010 — 2014
BA, Government, Economics

St. Mark's School   2006 — 2010

Experience
CA Technologies  August 2014 - Present
JAS IT Consulting Corp   May 2014 - August 2014
Sentinel Benefits & Financial Group   July 2011 - April 2014
BenefitStreet  November 2004 - August 2008
Eugene Schloss & Co, LLC   June 1992 - October 2004

Skills
Microsoft Office, Mutual Funds, Business Analysis, Program Management, Business Requirements, Systems Analysis, Insurance, Testing, Management, 401k, Pensions, Software Documentation, SharePoint, Employee Benefits, Project Management, Retirement, SDLC, Technical Support

Education
University of Phoenix   2008 — 2010
Associate of Arts, Information Technology

New York University   1985 — 1985
Certification in Core Programming, Computer Programming

New York University   1982 — 1984
Bachelor's Degree, Computer Science

Grumman Data System Institute   1982 — 1982
Diploma, Computer Operations

Farmingdale State University of New York   1980 — 1982
Business Administration

Experience
Strategic Marketing Innovations, Inc. (SMI)   August 2015 - Present
U.S. House of Representatives   June 2015 - August 2015
U.S. House of Representatives   January 2015 - May 2015
Abercrombie & Fitch  September 2013 - May 2015
Georgetown University  August 2012 - May 2015
Top Colonies   June 2014 - July 2014
Command Consulting Group  July 2013 - August 2013
United States Senate  September 2012 - December 2012
Sentinel Benefits & Financial Group   May 2012 - August 2012
Georgetown University  January 2012 - May 2012

Skills
Research, Policy Analysis, International Relations, Time Management, Leadership, Nonprofits, Legislative Relations, Government, Fundraising, Event Planning

Education
Georgetown University   2011 — 2015
Government / Economics / Spanish

St. John's Preparatory High School   2007 — 2011

Experience
Republic Services  June 2015 - Present
M & M Liquor Mart   September 2008 - Present
East Coast Asset Management  June 2014 - May 2015
Sentinel Benefits & Financial Group   June 2011 - August 2012

Skills
Finance, Financial Analysis, Business Analysis, Business Strategy, Data Analysis, Consumer Package Goods, Investments, Investment Strategies, Film

Education
Bentley University   2010 — 2013
Bachelor of Science (BS), Finance, General, Summa Cum Laude Overall GPA 3.85/4.00

Experience
Sentinel Benefits & Financial Group   June 2014 - Present
Ithaca College  August 2013 - December 2013
Sodexo  August 2012 - December 2012

Skills
Rugby, Chinese, Microsoft Office, International Business, Social Media, Finance, Time Management, Customer Service, Microsoft Excel, PowerPoint, Teamwork, Leadership, Public Speaking, Photoshop

Education
University of Massachusetts Lowell   2014 — 2016
Bachelor of Business Administration (B.B.A.), International Business and Finance

Capital Normal University   2015 — 2015
中文, 3.8 GPA

Ithaca College   2012 — 2014
Bachelor of Business Administration (B.B.A.), International Business and Finance

Malden Catholic High School   2008 — 2012

Experience
Salem Five Mortgage Corp.   June 2015 - Present
Sentinel Benefits & Financial Group   September 2009 - May 2015
MSA Mortgage  April 2009 - May 2015
LPL Financial  June 2008 - September 2009
Simplicity Mortgage   January 2001 - April 2009

Skills
Retirement Planning, sales, Strategic Financial..., Investments, Retirement, Finance, Insurance, Mortgage Lending, Investment Management, Financial Advisory, First Time Home Buyers, Employee Benefits

Education
University of Massachusetts, Amherst   1984 — 1989
BSME, Mechanical Engineering

St. John's Prep

University of Hawaii at Manoa

Experience
Sentinel Benefits & Financial Group   January 2014 - Present
MCN Consulting   July 2013 - Present
St. John's Preparatory School   June 2012 - June 2013
St. John's Preparatory School   1989 - June 2012
St. John's Preparatory School   June 1986 - October 1989

Skills
Fundraising, Public Speaking, Non-profits, Volunteer Management, Public Relations, Teaching, Grant Writing, Higher Education, Community Outreach, Alumni Relations, Board Development, Event Planning, Event Management, Nonprofits, Planned Giving, Stewardship, Capital Campaigns, Social Media, Program Development, Prospect Research, Staff Development, Annual Giving, Philanthropy, Crisis Communications, Crisis Management, Building Relationships, Media Relations, PowerPoint, Marketing, Major Gift Development, Leadership, Customer Service, Research, Training, Admissions, Press Releases, Program Management, Public Policy, Team Building, Strategic Planning, Social Networking, Facebook, Leadership Development, Community Development, Editing, Blogging, Fundraisers, Non-profit..., Newsletters, Non-profit Board...

Education
Suffolk University - Sawyer School of Management   1987 — 1990
Master of Business Administration (MBA), Management & Marketing

Providence College   1980 — 1984
Bachelor of Science (BS), Management/Marketing

St. John's Preparatory School   1976 — 1980
College Prep

Experience
Sentinel Benefits & Financial Group   March 2012 - Present
Sentinel Benefits & Financial Group   April 2009 - March 2012
Sentinel Benefits & Financial Group   June 2008 - March 2009

Skills
Employee Benefits, Strategic Financial..., Insurance

Education
Babson College - Franklin W. Olin Graduate School of Business   2013 — 2016
Master of Business Administration (MBA)

Providence College   2004 — 2008
BS, Business Management

Melrose High School   2000 — 2004

Experience
Sentinel Benefits & Financial Group   July 2015 - Present
New England Aquarium  August 2012 - June 2015
Bentley University  January 2014 - December 2014
BlackRock  2005 - 2011
State Street Research  2003 - 2005
MetLife  1997 - 2003
BSAS   1998 - 2001
New England Pension Consultants  1996 - 1997
EASCORP   1993 - 1996

Skills
Product Management, Fixed Income, Pensions, Insurance, Institutional, Mutual Funds, Series 7, Asset Management, Asset Allocation, Portfolio Management, Hedge Funds, Alternative Investments, Asset Managment, Investments, Investment Strategies, Equities, Finance, Relationship Management, Financial Services, Investment Management, Due Diligence, Management, Securities, Tax

Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science (MS), Taxation

Bentley College - Elkin B. McCallum Graduate School of Business   1989 — 1992
Master’s Degree, Finance

Salem State University   1984 — 1988
BS, Business

Experience
Hologic  January 2012 - Present
Sentinel Benefits & Financial Group   2009 - November 2011

Skills
CCNA, Networking, Call Center, Windows Server, VMware, Leadership, Firewalls, Project Management, Active Directory, Customer Service, Data Center, Microsoft Certified..., Team Leadership, Disaster Recovery, Management, Microsoft Office, Cloud Computing, Servers, Network Security, Team Building, Technical Support

Education
Boston College   1982 — 1986
BA, Communications and English Majors

Experience
Abacus Benefit Consultants Inc   September 2015 - Present
New England Pension   April 2012 - August 2015
Sentinel Benefits & Financial Group   November 2006 - September 2011
MetLife  June 2003 - November 2006

Skills
Defined Benefit, 401k, Retirement, Pensions, Volunteering, Employee Benefits, Investments, Mutual Funds, Retirement Planning

Education
University of Massachusetts Dartmouth   1998 — 2002
BS Management, Human Resource

Experience
Integrated Pension Design   January 2014 - September 2014
TJ Pensions   December 2011 - April 2013
Sentinel Benefits & Financial Group   1998 - 2011
Penn Penn Center   1994 - 1998
Douglas L. Leight   1989 - 1994
Stern Slavutin 2, Inc   1986 - 1987
washington national life   1985 - 1986
Pension Parameters Financial Services   1984 - 1985
Pension Actuarial Services   1983 - 1984

Skills
Retirement, Pensions, Defined Benefit, Actuarial Consulting, Defined Contribution, Pension Administration, new skills & expertise, Retirement Plan..., Actuarial Science, Retirement Planning, 401k, Employee Benefits

Education
State University of New York at Albany   1975 — 1977
bachelors, mathematics

Valley Stream North   1967 — 1973

howell road   1960 — 1967

Experience
Sentinel Benefits & Financial Group   June 2013 - Present
Stinger Ghaffarian Technologies (SGT)   2011 - 2012
L-1 Identity Solutions  2008 - 2011

Skills
WCF, .NET, Software Development, Software Engineering, ASP.NET, C#, Web Services, WPF, Requirements Analysis, UML, Databases, Visual Studio, ASP.NET MVC, Database Design, Silverlight, T-SQL, VB.NET, SOA, JavaScript, XML, SSIS, Octopus Deploy, Infragistics, SalesLogix, Relius, TFS, Entity Framework, Design Patterns

Education
NED University of Engineering and Technology

Experience
Sentinel Benefits & Financial Group   September 2013 - Present
Dodge Tree Service   August 2011 - September 2013
Murphy Brothers Tree Service Inc.   May 2006 - August 2011

Skills
Sales, Customer Service, Administartion, Management, Microsoft Applications, Macintosh Applications, Data Analysis, QuickBooks, Strategic Planning, Leadership, Business Development

Education
Salem State College   2009 — 2012
B.S. in Business Administration, Business Administration and Management, General, 3.3 GPA

Assumption College   2008 — 2009
Business Administration and Management

Experience
GolfNow  February 2015 - Present
Unidesk  June 2014 - January 2015
UMass Dining  September 2013 - May 2014
Sentinel Benefits & Financial Group   May 2013 - August 2013
TEAM Enterprises  May 2013 - August 2013
University of Massachusetts Amherst  September 2011 - June 2013
Xenith, LLC  November 2009 - August 2012
Beacon Hill Masonry and Restoration   June 2006 - August 2009
/Driver- Mechanical Technologies Corporation   November 2008 - January 2009

Skills
Inbound Lead Generation, Business Development, Salesforce.com, Customer Service, Sales, VDI, Microsoft Office, Microsoft Excel, Virtualization, Finance, VMware, Citrix, Inside Sales, Facebook, Enterprise Software, Windows, Microsoft Word, PowerPoint, Spanish-English, Accounts Payable, Customer Satisfaction, QuickBooks, Great Plains Software, Networking, Cloud Computing

Education
Isenberg School of Management, UMass Amherst   2010 — 2014

Universitat Autònoma de Barcelona   2012 — 2012
International Business

Arlington Catholic High School   2007 — 2010

University of Massachusetts, Amherst
Eugene M. Isenberg School, Finance, General

University of Massachusetts-AmherstEugene M. Isenberg School of Management

Experience
ARRI, Inc.   November 2011 - Present
Sentinel Benefits & Financial Group   June 2008 - November 2011
SELUX Corporation  November 2006 - June 2008
JRM Industries, Inc.   November 1990 - November 2006

Skills
Financial Reporting, Financial Analysis, Revenue Recognition, 401k, Auditing, Management, Accounting, Payroll, Budgets, Employee Benefits, Financial Services, Strategic Financial..., Finance, Forecasting, Small Business, Financial Modeling, Variance Analysis, Business Planning, Leadership, Management Consulting, Analysis, Process Improvement

Education
City University of New York-Baruch College   1979 — 1985
Bachelor of Business Administration, Accounting

Experience
Advantage Retirement Plan Solutions   March 2011 - Present
Sentinel Benefits & Financial Group   September 2006 - March 2011
Benefit Concepts of Rhode Island   January 2004 - September 2006

Education
University of Massachusetts Dartmouth   1997 — 2000
Bachelor's Degree, Economics

Johnson & Wales University   2000 — 2002
MBA, Financial Management

Experience
ISO Claims Partners (formerly Crowe Paradis)   January 2014 - Present
Seis-Stream Global  July 2012 - November 2012
Aerotek  February 2010 - April 2010
Kohl's Department Stores  November 2009 - January 2010
KinderCare  October 2008 - October 2009
Office Team  September 2008 - October 2008
Sentinel Benefits & Financial Group   June 2004 - July 2008

Skills
Data Entry, Microsoft Excel, Payroll, Databases, SAP, Outlook, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Sales, Time Management

Education
Middlesex Community College   2001 — 2005
Associates Degree, Liberal Studies

Andover High School   1997 — 2001
High School Diploma

Experience
Sentinel Benefits & Financial Group   April 2012 - Present
Sentinel Benefits & Financial Group   November 2006 - April 2012
Sun Life Financial U.S.   June 2003 - October 2006

Skills
Employee Benefits, Marketing Communications, Event Management, Social Media, Public Relations, SEO, Corporate Communications, Budgeting, Graphic Design, InDesign, Illustrator, Photoshop, Layout, QuarkXPress, Web Design, Dreamweaver, HTML + CSS, JavaScript, jQuery, Flash, User Experience, Information Architecture, Microsoft Office, Usability Design, HTML, Brand Development, Marketing, Strategy

Education
Boston University Center for Digital Imaging Arts   2010 — 2012
Advanced Graphic and Web Design

Framingham State University   1999 — 2003
Bachelor of Arts, Corporate Communication

Experience
Sentinel Benefits & Financial Group   September 2014 - Present
Sentinel Benefits & Financial Group   March 2012 - September 2014
Sentinel Benefits & Financial Group   June 2009 - March 2012
Archway Investment Fund  October 2008 - May 2009
Lahey Clinic  May 2007 - August 2008

Skills
Business Strategy, Financial Modeling, Project Management, Performance Reporting, Crystal Reports, Excel, PowerPoint, Word, Insurance, Adobe Software, HTML, Presenter, Process Mapping, Project Planning, Presentations, Microsoft Excel, Microsoft Word, Strategic Planning, Lead Generation, Change Management, Marketing, Management, Customer Satisfaction, Finance, Financial Analysis, Financial Services, Employee Benefits, Investments, Process Improvement

Education
Northeastern University   2014 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies

Bryant University   2005 — 2009
B.S, Business Administration; Finance

Experience
Samsung Pay   May 2015 - Present
Sentinel Benefits & Financial Group   May 2013 - May 2015
Home Health Foundation  August 2011 - May 2013
Hampstead School District  May 2012 - September 2012

Skills
VMware, Windows, Veeam, Software Documentation, System Administration, Powershell, Citrix XenApp, Citrix Metaframe, Avaya ASA, Trend Micro, Avaya IP Telephony, Active Directory, Microsoft Excel, Windows 7, HTML, PowerPoint, Microsoft Word, Customer Service, Troubleshooting, Microsoft Office, Computer Hardware, Technical Support, Norton Ghost, JavaScript

Education
Southern New Hampshire University   2013 — 2016
Bachelor's degree, Information Technology

Northern Essex Community College   2010 — 2012
Associate of Science (A.S.), Information Technology

Experience
Orthodox Union  September 2012 - Present
Sentinel Benefits & Financial Group   January 2012 - September 2012
Con Edison  July 2007 - January 2012
DTCC  December 2006 - July 2007
CoreLogic Credco  November 2005 - December 2006
Sterling Infosystems, Inc.   November 2004 - November 2005
Human Service Centers   June 2003 - November 2004
United Computer Solutions   January 2004 - June 2004

Skills
Windows Server, Active Directory, VMware, Microsoft Exchange, Servers, Technical Support, Group Policy, DNS, Troubleshooting, Operating Systems, Citrix, SharePoint, Virtualization, Hyper-V, Windows 7, Data Center, DHCP, SCCM, Microsoft Office, iPhone, 2008 R2, VDI, VMware ESX, VMware Infrastructure, Infrastructure, System Administration, Firewalls, Hardware, VPN, System Deployment, Networking, Backup Exec, Disaster Recovery, Veeam, Switches, Integration, Databases, IIS, Antivirus, WAN, SQL, Computer Security, VoIP, Cloud Computing, Security, Blackberry, VMware View, NetApp, Amazon Web Services..., Windows Azure

Education
Technical Certification New Horizons Computer Learning Center   2004 — 2004
Associates, Applied Science; Computer Network Systems Administration

LaGuardia Community College   2003 — 2004
AAS, Computer Information Systems

Experience
American Renal Associates  August 2014 - Present
Sentinel Benefits & Financial Group   October 2011 - November 2013
Sentinel Benefits & Financial Group   2008 - October 2011
Sentinel Benefits  December 2007 - October 2008
Kelly Automotive Group  December 2004 - July 2007

Skills
Pension Administration, Microsoft Office, Outlook, Customer Service, Process Improvement, Profit Sharing, Account Management, 401k, Project Management, Defined Contribution, Defined Benefit, Sales, Retirement, Financial Services

Education
Middlesex Community College
Associate's Degree

Wakefield Memorial High School   1994 — 1998

Experience
Sentinel Benefits & Financial Group   June 2008 - October 2014
Aon Risk Services  July 2007 - May 2008
New York Life Insurance Company  May 2006 - July 2007
Hollywood Video  October 2005 - May 2007
Hollywood Video  September 2005 - May 2006
Hollywood Video  November 2004 - August 2005
Parker Scheer   April 2003 - July 2003

Skills
Managerial, Customer Service, Attention To Detail, Expenses, Outlook, Microsoft Excel, Insurance, Office Management, Data Entry, Employee Benefits, Sales, Recruiting, Microsoft Word, Customer Satisfaction, Teamwork, QuickBooks, Retail, Microsoft Office, Budgets, Call Center, Marketing, Accounting, PowerPoint, 401k, Human Resources, Life Insurance, Team Building, Retirement, Access, Time Management, Call Centers

Education
University of Phoenix   2010 — 2012
Bachelor's degree, Business Management

Axia (University of Phoenix)   2008 — 2010
Associates, Business Management Degree

Alfred State College - SUNY College of Technology   2001 — 2003
Court Reporting

Honeoye Central School   1989 — 2001

Experience
Sentinel Benefits & Financial Group   November 2011 - February 2013
Law Office of Christopher Shea Goodwin (Insurance Defense   August 2010 - December 2010
The Phia Group, LLC  September 2009 - July 2010
Hawaii State Bar Association (HSBA)   September 2008 - December 2008
EMC  June 2007 - August 2007

Skills
Employee Benefits, Leadership, ERISA, Benefits Administration, Customer Service, Microsoft Excel, Microsoft Office, Outlook

Education
Brandeis University   2012 — 2015
Master's Degree, Project & Program Management

Curry College   2004 — 2009
Bachelors, Communications

Milford High School

Experience
Sentinel Benefits & Financial Group   April 2015 - Present
Long Island Employee Benefits Group, Ltd. (LIEBG)   April 2012 - April 2015
First National Administrators  February 2011 - March 2012
CIGNA Healthcare  January 2006 - November 2010
HIP Health Plan of NY  2002 - 2006
Biener Audi  1998 - 2002
Rallye Motors  1996 - 1998
1-800-THE-ROSE   1993 - 1995

Skills
Insurance, New Business Development, Health Insurance, Employee Benefits, Account Management, Underwriting, Brokers, Health Savings Accounts, Healthcare, Sales, Strategic Planning, Regulatory..., Health Care Compliance, ERISA, Regulatory Compliance..., Employee Communications, Training, 401k, Executive Management, Public Speaking, Customer Service, Sales Management, Time Management, Health Care Reform, Health Policy, Small Business, Salesforce.com, Marketing, Long-term Care, Program Management, Customer Retention, Human Resources, Term Life Insurance, Life Insurance, Workers Compensation, Benefits Administration, Negotiation, Policy, Selling, Internal Communications, Proposal Writing, Product Development, CRM, COBRA, Claim

Education
Fairleigh Dickinson University   1986 — 1990

Experience
Sentinel Benefits & Financial Group   August 2014 - Present
TD  October 2013 - August 2014
Capital Group  2005 - 2013

Skills
Mutual Funds, Investments, Financial Services, Management, Leadership, Relationship Management, Team Building, Risk Management, Microsoft Office, Customer Service, Process Improvement, Project Management, Vendor Management, Business Analysis

Education
Arizona State University   2008 — 2009
Master of Business Administration (MBA)

Arizona State University   2003 — 2005
Bachelor of Science (BS), Business Administration

North Shore Community College   2001 — 2003
Associate of Arts (AA), Business Administration

Experience
Choicelinx  June 2015 - Present
Putnam Investments  February 2013 - May 2015
Sentinel Benefits & Financial Group   June 2005 - September 2012

Skills
Financial Services, Investments, Relationship Management, Salesforce.com, 401k, Retirement, Superior Client Service, Retirement Benefits, Defined Contribution, Sales Logix, Relius Administration, Lotus Notes

Education
Salem State University   1999 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Experience
Sentinel Benefits & Financial Group   August 2011 - Present
Security Innovation Network (SINET)   July 2015 - Present
Massachusetts Technology Collaborative  May 2015 - Present
SecureWorld Expo  January 2012 - Present
Suffolk University  September 2013 - Present
Bank of America  January 2010 - July 2011
Bank of America  November 2006 - January 2010
Bank of America  October 2004 - October 2006
FundQuest  2002 - 2004
NICE Systems  2002 - 2003

Skills
SaaS, Cloud Storage, Private Cloud, Risk Management, Information Security..., Information Security, Security, Enterprise Risk..., Vendor Management, Disaster Recovery, Strategic Planning, Leadership, IT Audit, Executive Management, Project Management, Business Continuity, Mergers & Acquisitions, COBIT, Finance, Financial Services, Enterprise Software, Negotiation, Software Project..., Banking, Business Process..., Acquisition Integration, Risk Assessment, Governance, CRISC, Business Acquisition, Workplace Giving

Education
Suffolk University - Sawyer School of Management
BSBA, Computer Infomation Systems, Finance

Suffolk University - Sawyer School of Management
Master of Business Administration

Experience
Sentinel Benefits & Financial Group   February 2015 - Present
Charles Schwab  November 2006 - January 2015
Smith Barney Citigroup  May 2005 - September 2006
Transamerica Retirement Solutions  September 2004 - May 2005
Geller Group, LLC  January 2000 - May 2004
MetLife  July 1997 - December 1999
Transamerica Retirement Solutions  June 1987 - June 1997

Skills
Investment Advisory..., Retirement Plan..., Retirement Planning, Investments, Retirement, Financial Planning, Wealth Management, Securities, Employee Benefits, Investment Advisory, Mutual Funds, Series 7, Asset Allocation

Education
LIU Brooklyn   1997 — 2000
Master of Business Administration (M.B.A.), International Finance

Pace University - Lubin School of Business   1983 — 1987
Bachelor of Business Administration (BBA), Finance

Experience
Sentinel Benefits & Financial Group   July 2014 - Present
Sentinel Benefits & Financial Group   September 2012 - July 2014
Coastal Capital Group, LLC  May 2010 - September 2011

Skills
Finance, Marketing, Social Media Marketing, Microsoft Office, Adobe Acrobat, Relius Administration, Employee Benefits, Payroll, Social Media, Business Process..., Process Improvement, Client Training, Retirement Planning, Insurance, Mutual Funds

Education
Bryant University   2008 — 2012
•Bachelor of Science in Business Administration, Finance, Marketing, Math

Experience
Sales Management  2014 - Present
Sentinel Benefits & Financial Group   2010 - 2011
Consultant  2007 - 2010
MassMutual Financial Group  2006 - 2007
John Hancock Life Insurance Company (U.S.A.)   2004 - 2006
Columbia Management  2003 - 2004
UBS  2002 - 2003
Lexus Motor Corp   1999 - 2002
BT Alex.Brown   1996 - 1998

Skills
Investments, Trading, Investment Strategies, Series 7, Series 63, Asset Management, Mutual Funds, Bloomberg, Asset Allocation

Education
Bryant University   1992 — 1996

Experience
BDO USA, LLP  July 2015 - Present
Tufts University  August 2009 - Present
Scalar Analytics  June 2012 - June 2015
Clark University  August 2011 - May 2014
Sentinel Benefits & Financial Group   August 2007 - August 2011
Bentley University  August 2010 - May 2011
Institute for Healthcare Improvement  May 2006 - June 2007
Haley & Aldrich  April 1999 - May 2006
Arthur Andersen, LLP  September 1996 - April 1999

Skills
Mergers, Accounting, Valuation, Finance, Business Valuation, Budgets, Strategic Planning, Financial Analysis, Lecturing, Compilation Of..., Consolidated Financial..., Sarbanes-Oxley Act, Mergers & Acquisitions, Analytics, Management, Entrepreneurship, Corporate Finance, Financial Modeling, Due Diligence, Venture Capital, Start-ups, Management Consulting, Managerial Finance, Strategy, Strategic Financial..., Private Equity, Executive Management

Education
Bentley University   1994 — 1996
MSA, Accounting

Furman University   1989 — 1991
BA, Business

University of Massachusetts, Amherst

Experience
Sentinel Benefits & Financial Group   June 2015 - Present
iChoice LLC   November 2014 - May 2015
CleanEdison/Kaplan Clean Tech   May 2014 - August 2014

Skills
Economics, Finance, Sustainability, Sales, Business Strategy, Research, Data Analysis, Due Diligence, Accountability, SEO, Teamwork, Time Management, PowerPoint, Customer Service...

Education
Bentley University   2011 — 2015
Bachelor’s Degree, Economics and Sciences of Sustainability, 3.5

Fundação Getulio Vargas   2013 — 2013
Study Abroad Experience, Development & Sustainability, Economics, 3.8

Experience
Natixis Global Asset Management  November 2014 - Present
Sentinel Benefits & Financial Group   March 2013 - November 2014
Sentinel Benefits & Financial Group   January 2013 - March 2013
Sentinel Benefits  April 2011 - December 2012
Songbird Ocarinas   November 2010 - February 2011
Merrill Lynch  June 2009 - August 2009

Skills
Investments, Customer Service, Employee Benefits, Retirement Planning, Insurance, Retirement, Finance

Education
Bowdoin College   2006 — 2010
Bachelor of Arts, Music, Mathematics

Danvers High School   2002 — 2006

Experience
Pershing, a BNY Mellon company  August 2014 - Present
Sentinel Benefits & Financial Group   August 2010 - July 2014
Sentinel Benefits & Financial Group   August 2010 - November 2013
Sentinel Benefits & Financial Group   November 2009 - August 2010
LPL Financial  2006 - 2009
Fidelity Investments  1995 - 2006

Skills
Retirement Planning, Investment Advisory, Retirement, Investment Management, Securities, Wealth Management, Strategic Financial..., Finance, Series 7, Mutual Funds, Portfolio Management, Financial Advisory, FINRA, Asset Allocation, Alternative Investments, Asset Management, Pensions, Personal Finance, 401k, Leadership, Business Analysis, Employee Benefits, Brokerage, Program Management, Project Management, Executive Management, Operations Management, Wealth, Series 63, Financial Planning

Education
Northeastern University   1989 — 1994
BS

Experience
John Hancock Investments  June 2015 - Present
Sentinel Benefits & Financial Group   December 2012 - May 2015
Natixis Global Asset Management  October 2011 - December 2012
Natixis Global Associates  October 2010 - November 2011
Natixis Global Associates  April 2010 - October 2010
Natixis Global Associates  March 2008 - April 2010
Fidelity Investments  February 2008 - March 2008
Fidelity Investments  March 2007 - February 2008
Fidelity Investments  June 2006 - March 2007

Skills
Mutual Funds, Investment Strategies, Asset Allocation, Investments, Investment Management, Asset Management, Series 7, Alternative Investments, Equities, Fixed Income, Securities

Education
Boston University - School of Management   2002 — 2006
Bachelor of Science, Finance, Entrepreneurship

Experience
Sentinel Benefits & Financial Group   January 2011 - Present
Geller Group   April 2006 - December 2010

Skills
401k, Retirement Planning, Employee Benefits, Retirement, Strategic Financial..., Investment Management, Series 63, Management, Mutual Funds, Insurance, Series 7, Investment Advisory, ERISA, Financial Advisory, Finance, Investments, Benefits Administration, Pensions, Retirement Plan..., Asset Allocation, Financial Services, FINRA, Defined Contribution, Series 6, Securities, Defined Benefit, Investment Strategies, Series 24, Disability Insurance, Series 65, Life Insurance, Qualified Retirement..., Fixed Annuities, Wealth Management, Profit Sharing, Executive Pay, Uniform Combined State..., IRAs, Alternative Investments, ETFs, Financial Planning

Education
City University of New York-Brooklyn College   1973 — 1978
Bachelor of Science (BS), Psychology

City University of New York-Brooklyn College
Bachelor of Science (BS), Psychology

Experience
Sentinel Benefits & Financial Group   November 2014 - Present
Sentinel Benefits & Financial Group   June 2013 - Present
Bay State Skating School  October 2010 - Present
John Hancock  April 2007 - November 2011
John Hancock  August 2004 - April 2007
Manulife Financial  May 2003 - August 2004
Manulife Financial  August 2001 - May 2003
Manulife Financial  October 2000 - August 2001

Skills
Life Insurance, Pensions, Wealth Management, Variable Annuities, Mutual Funds, College Savings Plans, Separately Managed..., 401k, Relationship Management, Series 63, Series 6, Series 65, AIF

Education
University of Massachusetts at Amherst - Isenberg School of Management   1996 — 2000
Bachelor of Science (BS), Business/Managerial Economics

Experience
Fitness Together  March 2014 - Present
Sentinel Benefits & Financial Group   January 2010 - November 2011
Sentinel Financial Group  January 2007 - December 2009
Sentinel Financial Group  March 2006 - December 2007

Skills
401k, Pensions, Employee Benefits, Defined Benefit, Investments, Microsoft Office, Microsoft Excel, Customer Service, Account Management, Social Media Marketing, Mutual Funds

Education
National Personal Training Institute   2013 — 2013
Personal Training/Nutrition

Southern New Hampshire University   1997 — 2001
Bachelor of Science, Business Administration and Management, General

London Metropolitan University   2000 — 2000
Business Administration and Management, General

Experience
Sentinel Benefits & Financial Group   April 2003 - Present
Sentinel Benefits  April 2003 - Present
Sentinel Financial Group  2003 - Present
Private Healthcare Systems  August 1998 - March 2003
Asmara Inc   April 1997 - August 1998

Skills
Employee Benefits, Retirement Planning, Insurance, Retirement, Strategic Financial..., Finance, Investment Management, Human Resources, Financial Services, Strategic Planning, 401k, Management, Investments, Mutual Funds, Strategy, Pensions, Risk Management, Facilities Management, Commercial Real Estate, Financial Planning, Accounting, Process Improvement, Financial Analysis, Financial Advisory, Securities

Education
Bentley University   1996 — 2001
MSF, Finance

University of New Hampshire   1987 — 1991
BS, Business Administration

Experience
Analogic  February 2015 - Present
Sentinel Benefits & Financial Group   November 2012 - February 2015
Greater Boston Area/North Shore   December 2011 - February 2015
Elizabeth Grady Company   July 2012 - September 2012
MC Communications, LLC  July 2011 - June 2012
Orthofix International   May 2008 - December 2010
Viacell Inc.  January 2007 - May 2008
Charles River Development  July 2005 - May 2006
Virgin Life Care (pty) Ltd   2006 - 2006
Keane  August 2002 - July 2005

Skills
Month End Close, Financial Reporting, Foreign Exchange, Financial Analysis, International Accounting, Treasury, Sarbanes-Oxley, Stock Compensation, Forecasting, SEC Forms 3, 4, & 5..., General Ledger, Cash Flow Forecasting, Sales Commissions, International..., Financial Statements

Education
Merrimack College
BS, Accounting

Experience
Sentinel Benefits & Financial Group   October 2013 - Present
Fidelity Investments  November 1993 - September 2013

Skills
Mutual Funds, Series 63, Management, Retirement, Business Development, FINRA, Fixed Annuities, Relationship Management, Pensions, Fixed Income, Asset Management, Retirement Planning, Due Diligence, Asset Allocation, IRAs, Series 7, Insurance, Financial Services, ERISA, Defined Contribution, Series 65, 401k, Risk Management, Financial Analysis, Investment Management, Employee Benefits, Portfolio Management, Alternative Investments, Wealth Management, Series 6, Process Improvement, Strategic Financial..., Defined Benefit, Strategic Planning, Investment Strategies, Leadership, Banking, ETFs, Life Insurance, Investment Advisory, Investments, Bonds, Financial Advisory, Business Analysis, Equities, Uniform Combined State..., Project Management, Strategy, Estate Planning, Securities

Education
Northeastern University   1983 — 1987
Business, Finance

Bentley University   1981 — 1982
Business, Finance

St John's Prep   1977 — 1981

Experience
Sentinel Benefits & Financial Group   March 2008 - May 2014
Phoenix Media/Communications Group  December 2006 - March 2008
International Forest Products  March 1997 - December 2006

Skills
Sarbanes-Oxley Act, Employee Benefits, 401k, Accounting, Financial Analysis, Budgets, Financial Reporting, Strategic Financial..., Finance, Insurance, Mergers & Acquisitions, Financial Modeling, Investments, Corporate Finance, Forecasting, Financial Planning

Education
University of Massachusetts Boston   1979 — 1983
BS, Business Management

University of Massachusetts Boston
Business Administration and Management, General

Experience
International Cars LTD Inc  August 2014 - Present
Sentinel Benefits & Financial Group   March 2013 - August 2014
VantagePoint Consultants, LLC   April 2011 - February 2013
Sentinel Benefits  January 2001 - April 2011
Sentinel Benefits & Financial Group   January 2000 - April 2011
Holy Family Hospital  December 1989 - April 1992

Skills
Recruiting, Employment Law, Employee Benefits, HR Policies, Human Resources, Commercial Litigation, ERISA, Mergers & Acquisitions, Benefits Administration, Team Building, Training, Management, Deferred Compensation, 401k, Accounting, Insurance, Defined Benefit, Management Consulting, Pensions, Mutual Funds, Retirement

Education
Suffolk University Law School   1992 — 1995
JD, Law

Southern New Hampshire University   1989 — 1992
MBA

Merrimack College   1985 — 1989
BS, Accounting

North Andover High School

Experience
DWC ERISA Consultants, LLC  July 2014 - Present
American Society of Pension Professionals & Actuaries (ASPPA)   2004 - Present
Sentinel Benefits & Financial Group   January 1998 - July 2014

Skills
401k, Plan Design, ERISA, Employee Benefits, Customer Relations, Retirement Planning, Compliance, Benefits Administration, Budgets, Business Planning, Customer Service, Financial Services, Leadership, Pensions, Retirement, Retirement Plan..., Sales, Strategic Planning

Education
Southern New Hampshire University   2013 — 2015
Master of Science (MS), Organizational Leadership

University of Massachusetts, Amherst
BA, Communications

Experience
Sentinel Benefits & Financial Group   2010 - Present
Sentinel Benefits & Financial Group   1994 - Present

Skills
401k, Retirement, ERISA, Employee Benefits, Pensions, Mutual Funds, Retirement Planning, Financial Services, Retirement Plan..., Profit Sharing, Investments, Asset Allocation

Education
Baruch College, City University of New York (CUNY)
BS, Finance/ Marketing

Experience
Sentinel Benefits & Financial Group   March 2013 - Present
Access Information Management  December 2012 - March 2013
Retrievex  January 2007 - December 2012
Affairs Catering   January 2001 - September 2011
Ledgewood Rehabilitation and Skilled Nursing Center   January 2005 - January 2007

Skills
Microsoft Office, Records Management, Customer Service..., Healthcare, Salesforce.com, Information Security, Building Relationships, Account Management, Lead Generation, Management, Event Planning, Training, Team Leadership, Team Building, Process Improvement, Access, Customer Satisfaction, Leadership, Project Planning, Sales Management, Vendor Management

Education
North Shore Community College   2006 — 2010
Associate of Science (A.S.), Business Management, Cumulative GPA 3.48, Graduated with Honors

Experience
Sentinel Benefits & Financial Group   March 2008 - Present
Mellon HR Solutions  January 2006 - February 2008

Education
Nazareth College   1993 — 1997
Business

Experience
Sentinel Benefits & Financial Group   October 2008 - Present
Primax  June 2007 - Present
Walgreens  February 2007 - June 2007
Stop & Shop  March 2001 - February 2007

Education
University of Phoenix   2009 — 2011
Associates of Arts, Financial Services

University of Massachusetts Lowell   2002 — 2006
Bachelors of Science, Criminal Justice

Experience
Sentinel Benefits & Financial Group   Senior Vice PresidentUSI Consulting Group1989 - 2006

Education
Amherst College
BA, American Studies

Experience
Sentinel Benefits & Financial Group   2010 - Present
Mintz Levin  2008 - 2010
Sentinel Benefits & Financial Group   2006 - 2008
Filene's  2002 - 2006

Skills
Employee Benefits

Education
Salem State University
Certificate of competency, Accounting

Salem State University   1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General

Experience
The CIP Group  February 2015 - Present
Sentinel Benefits & Financial Group   May 2014 - November 2014
Winchester Financial Group, Inc.   March 2013 - May 2014
Investors Capital  2007 - 2011

Skills
Complaint Investigations, Auditing, Operations Management, Sales, Cold Calling, Independent Financial..., Regulatory Examinations, Financial Services, Investment Advisory, Series 7, Variable Annuities, AML, Accounting, Options, Bonds, Investment Strategies, 401k, Employee Benefits, Equities, Fixed Income, Portfolio Management, Finance, Banking, Due Diligence, Series 65, Investments, Strategic Financial..., Asset Allocation, Retirement Planning, Alternative Investments, Mutual Funds, Series 24, Financial Planning, Series 63, Securities, Asset Management, Retirement, Risk Management, FINRA, Investment Management

Education
Suffolk University   1990 — 1994
BSBA, Accounting

Suffolk University   1990 — 1994
BSBA, Accounting

Experience
Sentinel Benefits & Financial Group   June 2015 - Present
McGladrey  October 2013 - June 2015

Skills
Internal Controls, Auditing, US GAAP, Microsoft Office, Leadership, Microsoft Excel, Sales

Education
Ithaca College   2012 — 2013
Master of Business Administration (MBA)

Merrimack College   2009 — 2012
Bachelor of Science (BS), Accounting