The Bostonian Group
Industry: Insurance company
DescriptionFounded: 1973 Parent organization: Marsh & McLennan Agency LLC Subsidiary: Morton Financial
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The Bostonian Group Employees
Columbus Crew SC May 2014 - Present
Orlando Magic August 2013 - April 2014
The Ayco Company, L.P., a Goldman Sachs Company January 2013 - August 2013
Gridiron Club, Union College January 2010 - June 2013
Dean of Studies, Union College April 2010 - November 2012
The Bostonian Group June 2012 - August 2012
Minich MacGregor Wealth Management January 2012 - March 2012
Congresswoman Gillibrand's Office June 2008 - September 2008
Education
Union College 2009 — 2013
Bachelor of Science (B.S.), Economics, Political Science
Saratoga Springs High School 2005 — 2009
Advanced Regents Diploma
Marsh & McLennan Agency September 2012 - Present
The Bostonian Group January 2009 - September 2012
Fidelity Investments March 2004 - December 2008
Fidelity Investments March 2003 - March 2004
Oxford Instruments June 2000 - September 2003
Education
Becker College
Business Management
Fitchburg State University
Organizational Psychology
Haemonetics February 2015 - Present
PTC October 2012 - January 2015
LoJack Corporation March 2012 - October 2012
LoJack Corporation October 2010 - March 2012
Comcast October 2007 - 2010
Comcast July 2006 - September 2007
The Bostonian Group February 2005 - July 2006
Applebee's International Inc. August 1999 - February 2005
Skills
Organizational..., Project Management, HRIS, Leadership, Deferred Compensation, Employee Relations, Employee Engagement, Employee Benefits, Talent Management, Benefits Administration, Workforce Planning, Performance Management, Certified Compensation..., Executive Compensation..., Sales Compensation..., Multi-Unit Experience, Succession Planning, Training, Sales Compensation..., Program Management, Due Diligence, Interviews, Mergers & Acquisitions, Compensation Strategies, Organizational..., New Hire Orientations, Organizational Design, HR Consulting, Change Management, Onboarding, Human Resources, Management, Hiring, Coaching, Career Development, Team Building, Leadership Development, Compensation
Education
Curry College 2007 — 2009
Master of Business Administration, Business Administration and Management, General
Springfield College 1997 — 1999
Master of Science, Industrial & Organizational Psychology
Springfield College 1991 — 1995
Bachelor of Science, Recreation Management
Marsh & McLennan Agency - New England January 2015 - Present
Marsh & McLennan Agency - New England July 2012 - December 2014
The Bostonian Group January 2010 - July 2012
Towers Perrin June 2007 - December 2009
Skills
Insurance, Account Management, Life Insurance, Healthcare, Health Insurance, Employee Benefits, Underwriting, PeopleSoft, Human Resources, Benefits Administration, Disability Insurance, Strategy, Auditing, Strategic Planning, Health Care Reform, Brokers
Education
University of Connecticut 2003 — 2007
BS, Health Care Management
MERL October 2014 - Present
EMP Resources 2003 - Present
NVC Group January 2011 - 2013
Lowell Community Health Center January 2010 - February 2011
Fallon Ambulance May 2007 - August 2009
The Bostonian Group September 2004 - March 2006
Caturano and Company October 2000 - October 2003
edocs September 1999 - September 2000
Insight Performance, Inc. 1998 - 2000
YMCA of Greater Boston 1988 - 1998
Education
University of Massachusetts, Amherst
Bachelor of Arts, Communications
Bentley College - Elkin B. McCallum Graduate School of Business
Certificate
J.Crew November 2014 - Present
J.Crew October 2012 - October 2014
KHJ August 2011 - October 2012
Wayfair September 2010 - July 2011
The Bostonian Group July 2010 - September 2010
The Bostonian Group 2007 - 2009
Skills
Social Media, Marketing Communications, Email Marketing, CRM, SEO, Management, Public Speaking, Sales, Blogging, Marketing, Social Media Marketing
Education
Fashion Institute of Technology 2013 — 2014
Brand Management Certificate Program
University of Delaware 2006 — 2010
English, Leadership
Andover High School
harmon.ie September 2015 - Present
TERMINALFOUR January 2015 - September 2015
Epsilon June 2014 - December 2014
Epsilon June 2013 - June 2014
Boston College September 2009 - May 2013
The Bostonian Group May 2012 - April 2013
Boston College September 2012 - December 2012
Boston College September 2011 - December 2011
Atlas Distributing, Inc. June 2011 - December 2011
EVO Dining December 2008 - December 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, SPSS, PowerPoint, Problem Solving, Organizational..., Research, Operations Management, Social Media, Analytics, Customer Service, Event Planning
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (BS), Marketing and Operations/Strategic Management, Senior
Wachusett Regional High School 2005 — 2009
High School Diploma
Abcam, Inc. 2010 - Present
Abcam, Inc. October 2014 - April 2015
The Bostonian Group 2008 - 2010
Citizens Bank 2006 - 2008
Talbots 2005 - 2006
Investors Bank & Trust (acquired by State Street, 2007) 2004 - 2005
FleetBoston Financial (currently Bank of America) 2002 - 2004
Foreign Auto Servicing, Inc. 1999 - 2002
Savin Corp. (acquired by Ricoh, 1995) 1998 - 1999
Toyota Motor Sales, USA, Inc. 1996 - 1998
Skills
Human Resources, Employee Relations, Performance Management, Talent Acquisition, Employee Benefits, Employee Engagement, HRIS, Talent Management, Deferred Compensation, Recruiting, Technical Recruiting, HR Programs & Policies, HR Strategy, Employment Law &..., Compensation, Workplace Safety, Global Talent..., Global HR Management, Organizational..., Change Management, Training & Development, Program Implementation, Staffing Plans, Staffing Analysis, Regulatory Compliance, Employee Counseling, Organizational..., Culture Change, Cultural Diversity, P&L Management, Leadership Development..., Managing Stakeholder...
Education
Colorado State University-Pueblo 1992 — 1996
B.S., Mass Communications/Advertising
NTP Software January 2015 - Present
Bryant University January 2012 - Present
HubCast January 2014 - November 2014
Willis June 2010 - August 2013
USI Insurance Services 2009 - June 2010
The Bostonian Group June 2007 - February 2009
Music Waves November 1998 - August 2008
Skills
Professional Services, Music Industry, Mechanics, Public Speaking, Motivational Speaking, Interview Preparation, Interviewing Skills, Non-profit Volunteer, Business Networking
Education
Bryant University 2005 — 2009
Communications, General Business Adminstration & Sociology
Westboro High School
Music, Sports & Academics
CUNA Mutual Group November 2014 - Present
Lytefyre, LLC January 2014 - Present
Epic May 2012 - December 2013
Northwestern Mutual Financial Network June 2011 - November 2011
The Bostonian Group May 2010 - October 2010
AXA Advisors March 2009 - August 2009
AXA Advisors May 2008 - August 2008
Skills
Investments, Insurance, Microsoft Excel, Sales, Project Management, Finance, Start-ups, Training, Management, Research
Education
Boston College 2007 — 2011
BS, Finance and Information Systems
Marquette University High School 2003 — 2007
Comverse April 2014 - Present
Boston Medical Center June 2010 - Present
Dana Farber Cancer Institute May 2013 - February 2014
Tufts University June 2006 - February 2010
Sepracor, Inc April 2005 - June 2006
Iron Mountain, Inc January 2004 - April 2005
Partners HealthCare System, Inc April 2003 - December 2003
The Bostonian Group January 2000 - January 2003
Medical Group Financial Services January 1999 - January 2000
Partners Healthcare Systems, Inc January 1994 - January 1999
Skills
Benefits Administration, Employee Benefits, Defined Benefit, PeopleSoft, Healthcare, Benefits, Compliance Management, defined contribution..., Oracle Administration, SAP HR, Payroll, Defined Contribution, Human Resources, Interviews, Insurance, New Hire Orientations, Health Insurance, Deferred Compensation, HRIS
Education
Ithaca College 1986 — 1990
Bachelor of Arts, English; Writing
Hays Companies March 2014 - Present
The Bostonian Group July 2012 - March 2014
USI Insurance Services August 2010 - August 2012
Insphere Insurance Solutions April 2007 - November 2011
American Auto Auction May 1998 - October 2005
Skills
Health insurance, Long Term Care, Group Health, Employee Benefits, Benefits Design, Benefit Administration, Group Benefits, Benefits Strategy, Wellness Programs, Corporate Wellness, Wellness, Compliance, Compliance Management, Term Life Insurance, Whole Life, Health Insurance, HR Consulting, Underwriting, HRIS, Benchmarking, Benefits Negotiation, Pharmacy Benefit..., Long-term Care, Benefits Administration, Human Resources, Disability Insurance, Insurance, Life Insurance, Brokers, Management, Health Savings Accounts
Education
Sports Management WorldWide 2006 — 2007
Sports Management Bachelors, Scouting of players; sports management
Bryant University 1992 — 1996
Quincy College 1992 — 1996
BS, management
Weymouth High
Axial Benefits Group June 2013 - Present
NFP Thorbahn August 2010 - May 2013
Women in Pensions Network October 2010 - October 2011
Commonwealth Financial Network February 2010 - August 2010
The Bostonian Group March 2003 - January 2010
D.J. Shah Financial Services April 2002 - March 2003
Charles Schwab 2000 - 2002
Skills
Retirement, 401k
Education
Colorado State University 1996 — 1999
Bachelor of Science
Wray High School 1992 — 1996
Diploma
Partners Benefit Group - A Comprehensive Benefit Administrators Company February 2010 - Present
The Bostonian Group June 2007 - June 2009
Reliance Standard December 2002 - June 2007
Unum September 2000 - December 2002
Education
Bridgewater State University 1996 — 2000
Bachelor of Arts, Communication & English
Quincy High School 1992 — 1996
Penn Mutual April 2010 - Present
The Bostonian Group July 2003 - January 2010
Nationwide Provident December 2000 - July 2003
Education
University of Maine 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government
New York Presbyterian Hospital June 2014 - Present
Kinsa January 2014 - May 2014
Columbia Business School August 2012 - May 2014
New York Presbyterian Hospital June 2013 - August 2013
Bipartisan Policy Center January 2011 - June 2012
New America Foundation July 2010 - January 2011
New America Foundation September 2009 - July 2010
The Bostonian Group June 2008 - August 2008
The NPD Group June 2007 - August 2007
Skills
Policy, Policy Analysis, Politics, Public Policy, Qualitative Research, Strategic Communications, Health Policy, Stata, Market Research, Research, Program Evaluation, Employee Benefits, Economics, Foreign Policy
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Brandeis University 2005 — 2009
B.A., International and Global Studies, Business, Economics
Universitat Pompeu Fabra 2008 — 2008
Semester Abroad, Business, Art History, Spanish
Marsh & McLennan Agency, known locally as Bostonian Group May 2010 - Present
The Bostonian Group June 1989 - April 2010
Education
Boston College 1982 — 1986
Cleary Insurance, Inc. March 2013 - Present
The Bostonian Group May 2011 - March 2013
Hoffmann & Company April 2002 - May 2011
Louis P. Hoffmann Insurance Agency March 1982 - December 2001
Liberty Mutual 1979 - 1980
Skills
Health Insurance, Insurance
Education
The Institutes 2011 — 2012
ARM
The American Institute for Property and Liability Underwriters, Inc 1983 — 1987
C.P.C.U. (insurance)
Plymouth State University 1973 — 1977
Ba, Psychology
Exeter 1969 — 1973
high school
Independent July 2014 - Present
OneAmerica Securities April 2010 - June 2014
The Bostonian Group June 2008 - February 2010
AXA Advisors August 2006 - June 2008
Executive Compensation Solutions January 2005 - July 2006
Manulife Financial January 2003 - June 2004
MetLife September 1997 - October 2002
Equitable Life May 1994 - September 1997
Pacific Life January 1974 - May 1994
Skills
Retirement Planning, Retirement, Investments, 401k, Insurance, Life Insurance, Financial Planning, Fixed Annuities, Financial Services, Strategic Planning, Wealth Management, Finance, Mutual Funds, Employee Benefits, Securities, Series 63
Education
University of Southern California 1971 — 1973
MBA, Business, Finance, Marketing
University of Illinois at Urbana-Champaign 1964 — 1968
BA, Economics
Borislow Insurance June 2013 - Present
The Bostonian Group Marsh & McLennan Agency - NE December 2011 - April 2013
The Bostonian Group July 2009 - December 2011
Mercer Health & Benefits January 2008 - July 2009
IRC, INC October 1990 - September 2005
Skills
Employee Benefits, Benefits Administration, Insurance, Management, Brokers, Health Insurance, Underwriting, Disability Insurance, Risk Management, Workers Compensation
Education
Providence College
BS, Business Management/Health Services & Administration
Gallagher Benefit Services June 2008 - Present
The Bostonian Group 2007 - 2008
Complete Payroll/Interpay August 1999 - December 2006
Paychex March 1995 - August 1999
Skills
Negotiation, Sales, Business Development, Competitive Analysis, Health Insurance, Employee Benefits, Health Care Reform, Compliance, Management, Human Resources, Benefits Administration, Business Planning, Account Management, Life Insurance, Insurance, Disability Insurance, Strategic Planning, New Business Development
Education
University of New Hampshire - Whittemore School of Business and Economics 1980 — 1984
Bachelor of Science (BS), Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics
Bachelor's of Science- Business Administration, Major: Business
Liberty Mutual Insurance June 2013 - Present
The Hanover Insurance Group July 2011 - June 2013
The Bostonian Group May 2009 - August 2010
Newman Associates December 2007 - August 2008
TJO Sports December 2004 - August 2006
Skills
Xactimate, HCS, Guidewire, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Insurance Adjusting, Property Damage, Insurance, Claim, Sales, Leadership, Training, Underwriting, Property
Education
Assumption College 2007 — 2011
BA, Management; Finance
Westwood High School 2004 — 2007
GED
Franklin Templeton Investments May 2014 - Present
JP Morgan Asset Management July 2011 - May 2014
JP Morgan Asset Management March 2007 - July 2011
The Bostonian Group April 2003 - April 2007
Putnam Investments November 1996 - February 2003
Skills
Series 7, Series 63, Retirement Planning, Pensions, Mutual Funds, Investments, Defined Contribution, Asset Allocation, Retirement, Wealth Management, Alternative Investments, Investment Advisory
Education
Hobart and William Smith Colleges 1992 — 1996
Bachelor of Arts (B.A.)
Hebrew SeniorLife August 2013 - Present
Hebrew SeniorLife January 2011 - August 2013
The Bostonian Group January 2010 - January 2011
UMass Boston January 2009 - December 2009
Holcim (US), Inc. October 2006 - December 2008
Sun Life Financial 2004 - 2006
Sun Life Financial November 2000 - August 2003
Enterprise Rent-A-Car June 1998 - September 2000
Skills
Interviewing, Immigration, College Recruiting, Full-cycle Recruiting, Healthcare, Coaching, Talent Acquisition
Education
University of Massachusetts Boston 2008 — 2010
MBA, Human Resources
University of Massachusetts, Amherst 1994 — 1998
B.S., Life Sciences
Google June 2014 - Present
Google August 2011 - June 2014
BERKELEY RESEARCH GROUP August 2010 - August 2011
LECG July 2009 - July 2010
MOELIS AND COMPANY June 2009 - August 2009
The Bostonian Group July 2007 - August 2007
Skills
Analysis, Financial Modeling, Finance, Project Management, Research, Microsoft Excel, Data Analysis, Financial Analysis, Auditing, Management, Social Media, Microsoft Office, Valuation, Economics
Education
Claremont McKenna College 2005 — 2009
BA, Economics
The Cheesecake Factory September 2013 - Present
The Bostonian Group January 2011 - May 2011
TRAK Services September 2010 - January 2011
Frontier Finance International June 2010 - September 2010
The Cheesecake Factory February 2005 - June 2010
College Sumo, LLC 2010 - 2010
Skills
Negotiation, Public Speaking, Microsoft Office, Project Management, Leadership, Microsoft Excel, PowerPoint, Social Media, Research, Customer Service, Social Networking, Management, Analysis, Policy
Education
Boston University 2005 — 2009
BA, English
University of Massachusetts, Amherst 2005 — 2005
NA, BioChemistry
University of Massachusetts Boston 2004 — 2005
NA, Biology, Music
Secretary of the Commonwealth of Massuchusetts Corporations Division July 2014 - Present
Vinfen Corporation June 2008 - Present
Perkins School for the Blind June 2013 - July 2013
Boston Public Schools 2013 - 2013
The Bostonian Group June 2010 - July 2010
DCR June 2009 - August 2009
Skills
Public Speaking, Social Services, Data Entry, Crisis Intervention, Research, Case Managment, Problem Solving, Social Networking, Case Management, Volunteer Management, Event Planning, Program Development, Microsoft Word, PowerPoint, Nonprofits, Community Outreach
Education
Cambridge College 2012 — 2016
Master of Education (M.Ed.), School Guidance Counseling
University of Massachusetts Boston 2008 — 2011
Psychology and Sociology BA, Psychology and Sociology
Bunker Hill Community College 2005 — 2008
Psychology
English High School 2000 — 2005
High School Diploma, College prepatory
Approach International Student Center June 2015 - Present
EC Boston June 2011 - August 2013
Lycée des métiers de la montagne September 2010 - May 2011
Ttime Jazykova Skola, s.r.o. September 2008 - August 2010
The Bostonian Group 2008 - 2008
SoLuxe 2006 - 2007
Skills
Editing, Teaching, Teaching English as a..., Intercultural..., Curriculum Design, ESL, English, Tutoring, Higher Education, Research, Training, Social Media, Curriculum Development, Writing, Public Speaking, Microsoft Office, Lesson Planning
Education
Monterey Institute of International Studies 2014 — 2016
MA Teaching English to Speakers of Other Languages
Boston University School of Education 2012 — 2012
Introduction to Applied Linguistics
Mount Holyoke College 2002 — 2006
BA, English, French
TEFL Worldwide Prague
Boost Media September 2014 - Present
Geary LSF October 2013 - September 2014
Blast Analytics & Marketing July 2013 - September 2013
Dover Sherborn Regional High School November 2011 - June 2013
Organizational Analysis and Design June 2011 - June 2013
ITT Technical Institute December 2012 - May 2013
Brookline Public Schools September 2010 - June 2011
The Bostonian Group January 2009 - August 2010
Morgan Stanley Smith Barney January 2008 - August 2008
Skills
Outlook, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Event Planning, Microsoft Office, Employee Benefits, Insurance, Public Speaking, Investments, SPSS, Marketing, Market Research, Google Adwords, Adwords Certified, Online Advertising, Advertising, Online Marketing
Education
Simmons College Graduate Studies 2010 — 2011
Master Arts in Teaching, Education
Simmons College 2004 — 2008
Bachelor's Degree, Economics & Marketing
FAABS January 2011 - Present
FAABS 2011 - Present
CSF 2012 - 2013
CSF 2012 - 2013
Farrell 2000 - 2013
Farrell 2000 - 2013
Farrell 2000 - 2013
DDJ Capital Management 2001 - 2004
The Bostonian Group 1999 - 2001
Cambridge Dry Goods 1995 - 1999
Skills
Financial Reporting, Due Diligence, QuickBooks, Bookkeeping, Financial Analysis, Investments, General Ledger, Strategic Financial..., Auditing, Accounting
Education
University of Massachusetts at Amherst - Isenberg School of Management 1986 — 1990
BBA, Accounting
Athol High School 1982 — 1986
Washington School for Girls June 2014 - Present
Washington School for Girls June 2012 - June 2014
The Gordon School January 2012 - May 2012
The Paul Cuffee School January 2012 - January 2012
The Gordon School September 2011 - December 2011
CVS Highlander Charter School June 2011 - August 2011
Anuban Singburi School MEP December 2009 - July 2010
The Bostonian Group September 2008 - April 2009
Skills
Knowledge of basic..., proficiency with..., Tutoring, Curriculum Development, Teaching, Lesson Planning, Community Outreach, PowerPoint, Special Education, Curriculum Design, Microsoft Office, Social Media
Education
Roger Williams University 2011 — 2012
Master of Arts, Teaching
Loyola University in Maryland 2004 — 2008
Bachelor of Arts, Psychology
Richmond, The American International University in London 2007 — 2007
Dover Sherborn High School
Dimagi Inc. September 2013 - Present
Project Bread July 2012 - September 2013
The Bostonian Group November 2011 - July 2012
Skills
International..., Nonprofits, International Relations, Policy Analysis, Economics, Public Policy
Education
London School of Economics and Political Science 2010 — 2011
Master of Science (MSc), Development Studies
Emory University 2004 — 2008
Bachelor of Arts (BA), Economics
Harvard Pilgrim Health Care June 2013 - Present
EMD Serono, Inc. July 2012 - June 2013
CareerBuilder.com February 2010 - March 2012
Explorica December 2006 - October 2009
Explorica April 2006 - December 2006
Treasure Island April 2005 - February 2006
Treasure Island June 2004 - May 2005
TGI Fridays May 2002 - May 2004
The Bostonian Group December 2000 - January 2002
Skills
Spanish, Event Planning, Social Media, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Sales, Social Media Marketing, Account Management, Social Networking, Public Speaking, Human Resources, Employee Training, Presentations, Training Facilitation, Microsoft Word, Event Management, Email Marketing, Strategic Planning, Outlook, Lotus Notes, Facebook, Training, Onboarding, Leadership Development, Trade Shows, Blogging, Applicant Tracking..., Team Building
Education
College of the Holy Cross 2000 — 2004
BA, Spanish
Universidad de Sevilla 2002 — 2003
Certificate, Spanish
Court of Master Sommeliers 2005 — 2005
Level 1 Certification
Resilient Systems December 2014 - Present
Rapid7 January 2013 - December 2014
The Bostonian Group July 2011 - December 2012
Touchcom June 2011 - July 2011
Manchester Monarchs October 2008 - December 2010
Aetna June 2010 - August 2010
Skills
Outlook, Microsoft Office, PowerPoint, Excel, Word, Microsoft Excel, Microsoft Word, Salesforce.com, Leadership, Management, Human Resources, Training, Sales, Account Management, Event Planning, IT Security Assessments, Vulnerability Assessment, Vulnerability Management, Penetration Testing, Networking, Network Security, Risk Management, Security Awareness, Risk Assessment, Customer Service, Cold Calling, Sales Operations, Recruiting, CRM, Social Networking, Marketing, Time Management, NeXpose, Metasploit, Black Box Testing, Solution Selling, Sales Motivation, Squash, Cross-functional Team..., Ice Hockey, Fine Dining, Facial Trauma, Sword Fighting, Beef Cattle, Big Box, Beekeeping, Balloon Artist, Enterprise Solution..., Cash, Seeing the Bigger...
Education
Southern New Hampshire University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Worcester Academy 2006 — 2007
College Preparatory, General Studies
Marsh & McLennan Agency - New England April 2003 - Present
Bostonian Group January 2005 - April 2010
The Bostonian Group April 2003 - April 2010
PricewaterhouseCoopers November 1996 - April 2003
PwC 1996 - 2003
PwC 1996 - 2003
PwC 1996 - 2003
Watson Wyatt July 1977 - November 1996
Skills
Executive Compensation, Compensation, Deferred Compensation, Incentive Programs, FINRA Series 6, Long Term Care, Equity Compensation, Supplemental Executive..., MA Producer license -..., Qualified Retirement..., Disability Insurance, Corporate Owned Life..., Individual Life..., Executive Pay, Life Insurance, Long-term Care, Employee Benefits, Equities, Defined Benefit, Pensions, Salary, Defined Contribution, Series 6, 401k, Insurance, Employee Engagement, Management, Talent Acquisition, Human Resources, Employee Relations, Retirement
Education
D'Amore-McKim School of Business at Northeastern University 1994 — 1996
MBA
Merrimack College 1972 — 1976
BA
Medford High School 1968 — 1972
Allied International Holdings, Inc. November 2010 - Present
R3 Accounting LLC July 2008 - November 2010
Saber Corporation February 2007 - June 2008
The Bostonian Group September 2005 - October 2006
Bearing Point 2000 - 2005
Fleet Bank 1992 - 2000
Coopers & Lybrand 1987 - 1992
Skills
Finance, Management, Banking, Executive Management, Capital Markets, Derivatives, Mergers & Acquisitions, Financial Analysis, Acquisition Integration, Business Process..., Sarbanes-Oxley Act, Financial Reporting, Auditing, Due Diligence, Financial Modeling
Education
Nova Southeastern University
Master, Accountancy
Virginia Polytechnic Institute and State University - Pamplin College of Business
BS, Accounting
BlueCross BlueShield of Massachusetts 2005 - Present
The Bostonian Group 2001 - 2002
Blue Cross Blue Shield of Massachusetts 1996 - 2001
BCBSMA July 1994 - 2001
Fringe Benefit Design 1991 - 1994
Paul Revere 1989 - 1991
Skills
Disability Insurance, Benefits Administration, Employee Benefits, Underwriting, Health Insurance, Health Savings Accounts, Insurance
Education
University of Massachusetts, Amherst 1983 — 1987
Economics
Marsh & McLennan Agency, known locally as Bostonian Group July 2011 - Present
Hays Companies 2010 - July 2011
The Bostonian Group 2007 - 2010
Kushner Sanders Ravinal LLP 2005 - 2007
Keshian & Reynolds PC 2002 - 2005
Skills
Insurance, Human Resources, Health Insurance, Disability Insurance, HR Consulting, Executive Pay, Benefits Administration, Employee Benefits
Education
Boston College Law School 2002 — 2005
Juris Doctorate
University of Michigan
Bachelor of Arts (B.A.), Political Science, English Literature, Latin
Promarking January 2009 - Present
Robert Half International September 2006 - December 2008
McGladrey & Pullen July 2005 - March 2006
Liberty Mutual January 2004 - July 2004
The Bostonian Group July 1999 - August 2003
Education
Merrimack College 2002 — 2005
Arthur J. Gallagher & Co. August 2015 - Present
Greater Boston Chamber of Commerce January 2013 - Present
Smaller Business Association of New England (SBANE) January 2007 - Present
WGA April 2013 - August 2015
The Bostonian Group, A Marsh & McLennan Agency Company January 2004 - March 2013
The Bostonian Group January 1997 - January 2000
International Insurance Group January 1993 - January 1997
Salem Insurance Agency January 1991 - January 1993
Aetna January 1988 - January 1991
Skills
Employee Benefits, Health Insurance, Strategic Planning, Disability Insurance, Mergers, Insurance, Human Resources, Executive Pay, Sales, New Business Development
Education
DePauw University
Mercer February 2013 - Present
The Bostonian Group March 2008 - Present
PartnersFinancial Insurance Agency, Inc. January 2007 - March 2008
Genworth Financial 2004 - 2006
Skills
Employee Benefits
Education
University of Hartford 2005 — 2007
MBA
Bryant University 2000 — 2004
Blue Cross Blue Shield of Massachusetts August 2013 - Present
Blue Cross Blue Shield of Massachusetts August 2011 - August 2013
Blue Cross Blue Shield of Massachusetts November 2009 - August 2011
BlueCross BlueShield of Massachusetts September 2008 - November 2009
The Bostonian Group March 2005 - August 2008
The Chickering Group 2002 - 2005
Skills
Health Insurance, Analytics, Analysis, Insurance, Cross-functional Team..., Healthcare, Risk Management
Education
Boston University School of Public Health 2006 — 2009
MPH, Public health
University of Rochester 1998 — 2002
Fidelity Investments January 2013 - Present
Fidelity Investments September 2007 - December 2012
The Bostonian Group December 2001 - September 2007
Barclays Global Investors March 1999 - November 2001
mPower November 1998 - March 1999
Fidelity Investments March 1986 - November 1998
Skills
Financial Services, Business Development, Investment Advisory, Wealth Management, Management, Strategic Planning, Investment Management, Capital Markets, Employee Benefits, Public Speaking, Series 7, Series 24, Series 63, Alternative Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 1984 — 1985
MBA, Finance and Accounting
Framingham State College
BS, Math and Science
UNFI December 2008 - Present
First Baptist Church of Worcester August 2001 - May 2008
Vital Network Services, Inc. 1999 - 2001
Anderson Products 1996 - 1997
C & M Corporation April 1995 - November 1995
BICC December 1990 - December 1991
Brand-Rex Fiberoptics October 1987 - December 1990
The Bostonian Group December 1983 - October 1986
Skills
Procurement, Contract Management, Contract Negotiation, Software Asset..., Vendor Management, IT Asset Management, Management, Software Documentation, Supply Chain Management, Analysis, ITIL, Process Improvement, Leadership, Budgets, Cross-functional Team..., Forecasting, Project Management, Business Analysis, Business Process..., Purchasing, Recruiting, Customer Satisfaction, SharePoint, Sales, Supply Management, Finance, Negotiation, Human Resources
Education
Nichols College 1999 — 2002
MBA, Marketing Research
Fitchburg State University 1988 — 1997
BS, Business Management
Quinebaug Valley Community College 1977 — 1980
AS, Office Management
Putnam Catholic Academy 1973 — 1977
business
Fidelity Investments March 2014 - Present
MassMutual Financial Group January 2013 - February 2014
The Hartford January 2006 - January 2013
Thorbahn Associates December 2004 - December 2005
The Bostonian Group October 1999 - September 2004
New England Financial 1997 - 1999
Skills
Retirement, Investments, 401k, Qualified Retirement..., Pensions, ERISA, Mutual Funds, Retirement Planning, Financial Advisory, Employee Benefits
Education
Boston University
Certificate in Financial Planning
Saint Michael's College
Kowal Household April 2011 - Present
St Peters Nursery School October 2012 - November 2014
Thorbahn Associates May 2005 - March 2011
The Bostonian Group February 1999 - August 2002
Oxford Health Plans December 1995 - February 1999
Skills
Insurance
Education
University of New Hampshire 1991 — 1995
The Advocator Group February 2015 - Present
Sun Life Financial May 2014 - January 2015
Sun Life Financial June 2013 - May 2014
Sun Life Financial August 2010 - June 2013
The Bostonian Group July 2009 - July 2010
Skills
PowerPoint, Data Analysis, Project Management, Talent Management, Leadership, Mutual Funds, Health Insurance, Strategy, Finance, Business Analysis, Marketing Communications, Sales, Leadership Development, Training, Business Development, Analysis
Education
Boston University Questrom School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Boston University 2006 — 2010
BS, Communication, Minor in Business Administration
Babcock Power June 2012 - Present
Kaz, Inc June 2006 - June 2012
The Bostonian Group February 2005 - May 2006
Grand Circle Corporation April 2002 - February 2005
Future Electronics May 1995 - March 2002
Education
Framingham State College 1991 — 1995
BS, Business Administration, Concentration Accounting
Assumption College
MBA, In Progress
SpringHouse Boston December 2014 - Present
Liberty Mutual Insurance April 2014 - Present
Tufts Health Plan June 2012 - November 2013
WorkersComp Analytics LLC November 2011 - June 2012
Coventry Worker's Comp Services September 2009 - April 2011
The Bostonian Group May 2007 - September 2008
Harvard Pilgrim Health Care 2004 - 2007
Eye Care Excellence 2000 - 2004
Blue Cross Blue Shield of Massachusetts April 1985 - July 1999
Skills
Account Management, Marketing Strategy, Healthcare, Employee Benefits, Product Management, Sales Management, Strategic Planning, Contract Management, Operations Management, Workers Compensation, Leadership, Business Development, Product Development, Business Strategy, Business Intelligence, Team Building, Insurance, Management, Sales, Strategy, Management Consulting, Analysis, Business Planning, Contract Negotiation, Consulting, Process Improvement, Analytics, Mergers & Acquisitions, Vendor Management, Health Insurance, Managed Care, Risk Management, PPO, Medicare, Provider Relations, Claim, Healthcare Industry, Health Care Reform, HMO, Utilization Management, Healthcare Consulting, Network Development, Medicaid, Pharmacy Benefit...
Education
University of North Carolina at Chapel Hill
BS, Health Education
Kelly & Crandall PLC January 2014 - April 2014
C.T. Hellmuth and Associates, Inc. May 2012 - July 2013
REJ Associates, AIC/AVIVA January 2010 - May 2012
AXA Advisors, LLC April 2009 - December 2009
U.S. Senate May 2008 - April 2009
B. Moss July 2007 - April 2008
William Gallagher Associates May 2006 - May 2007
The Bostonian Group August 2003 - April 2006
U.S. Senate August 2005 - August 2005
MassMutual April 2000 - July 2003
Skills
Legal Research, Westlaw, Litigation, CaseMap, Outlook, Litigation Support, Document Review, Bluebooking, Bluebook, LexisNexis, LiveNote, Spanish, Concordance, Excel, Word, PowerPoint, Microsoft Office, Quickbooks, Organized, Attention To Detail, Highly Analytical, Diligent, Nuix, FTK, Patent Applications
Education
Georgetown University 2012 — 2012
Certificate, Litigation Technology / Legal Project Management
Georgetown University 2011 — 2011
Certificate, Paralegal Studies, 4.0
Harvard University 2004 — 2006
MLA, Government
Tufts University - The Fletcher School of Law and Diplomacy 2004 — 2006
Certificate, International Relations, Business Concentration
University of Tennessee-Knoxville 1997 — 2001
BS, Political Science, cum laude
UMass Boston - Undergraduate Admissions February 2011 - Present
UMass Boston January 2009 - February 2011
The Bostonian Group February 2008 - December 2008
Skills
Editing, Time Management, Higher Education, Public Speaking, PowerPoint, Microsoft Office, Event Planning, Microsoft Excel, Microsoft Word, Critical Thinking
Education
Isenberg School of Management, UMass Amherst 2002 — 2006
B.B.A, Management, Psychology
State Street August 2013 - Present
State Street Global Markets September 2011 - August 2013
The Bostonian Group July 2010 - September 2011
The Bostonian Group March 2009 - July 2010
JPMorgan Chase October 2007 - April 2008
Skills
PowerPoint, Insurance, Risk Management, Human Resources, Project Management, Analysis, Investments, Customer Service, Strategic Planning, Microsoft Excel, Performance Management, Employee Benefits, Market Research, FX trading, Databases, Data Analysis, Bloomberg, SWIFT messaging, Procedure Development, Macro, Pivot Tables
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
BBA, Finance and Investment, Minor in Anthropology
Sentinel Benefits 2005 - Present
The Bostonian Group 2000 - 2005
McKesson Health Solutions 1995 - 2000
Blue Cross Blue Shield of Massachusetts 1990 - 1995
Skills
Management, Employee Benefits, 401k, Recruiting, Benefits Administration, Human Resources, Change Management, Health Insurance, ERISA, Insurance, Leadership, Strategic Planning, Process Improvement, Retirement, Pensions, Project Management, Mergers & Acquisitions, Training, Team Building, Talent Management
Education
Fairfield University
BA, Economics
Simmons College
M.S., Health Care Administration
Emmanuel College 2005 — 2009
M.S., Human Resources Management
Malden Catholic High School
CLEB Insurance Services October 2012 - Present
Harvard Pilgrim Health Care May 2006 - May 2013
The Bostonian Group October 2004 - May 2006
Lexington Insurance Company (AIG) September 2000 - October 2004
Coventry Health Care (aka First Health) August 1996 - September 2000
Lexington Insurance Company (AIG) July 1989 - September 1996
Blue Cross Blue Shield of Massachusetts January 1979 - July 1989
New England Telephone Company October 1973 - January 1979
Education
Bates College 1969 — 1973
1973, Economics
Middleboro High /school
The Bostonian Group November 2012 - Present
USI New England June 2010 - November 2012
William Gallagher 2000 - 2009
Education
The University of Dallas 1982 — 1986
Partners HealthCare January 2007 - Present
Tufts Health Plan 2004 - 2007
Tufts Health Plan 2002 - 2004
Risk Based Solutions 2001 - 2002
The Bostonian Group 2000 - 2001
Tufts Health Plan 1996 - 2000
Tufts Health Plan 1991 - 1996
Skills
Healthcare, Hospitals, Process Improvement, Data Analysis, Financial Analysis, Microsoft Excel, Access, Microsoft Word
Education
Fitchburg State College 1985 — 1989
Bachelor of Science, History
Silver Bridge September 2010 - March 2013
Bostonian Wealth May 2010 - September 2010
The Bostonian Group 2007 - 2010
Skills
Wealth Management, Strategic Financial..., Insurance, High Net Worth..., Investments, Financial Services, PowerPoint, Mutual Funds, Microsoft Excel, Asset Management, Asset Allocation, Financial Analysis, Strategic Planning, Microsoft Office
Education
Framingham State University 1996 — 2000
B.A., Studio Art/Art History
Market America, Inc. September 2014 - Present
Lady Luck Casino Nemacolin June 2013 - Present
Fayette County Housing Authority 2012 - Present
Blue Butterfly Trading Company LLC September 2011 - Present
PACE Enterprises, Inc July 2007 - December 2008
The Bostonian Group September 2006 - June 2007
Chase September 2001 - June 2006
Skills
Certified Fraud Examiner, MS Excel Pivot Tables, Analysis, Forecasting, Strategic Financial..., Strategic Planning, Budgets, Financial Analysis, Variance Analysis, Financial Reporting, Policy, Accounts Receivable, Cash Flow, Accounting, Business Planning, Payroll, Team Building, Investments, Management, Access, Microsoft Excel, Risk Management, Managerial Finance, Business Development, Corporate Finance, Change Management, Financial Modeling, Financial Accounting, Auditing, Finance, Internal Controls, Time Management, Executive Management, Internal Audit, Mergers & Acquisitions, Due Diligence, Banking, Leadership, Financial Risk, Valuation, Tax, Management Consulting, Economics, Business Process..., Blackjack, Craps, Casino Gaming, Restructuring, Business Valuation, Project Finance
Education
Central European University 2010 — 2011
MBA, Transnational Business
California University of Pennsylvania 2009 — 2010
BS, Accounting
California University of Pennsylvania 1995 — 1996
MS, Business Administration
California University of Pennsylvania 1990 — 1995
BA, Business Administration