Wellesley Financial Group & Insurance Agency

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Wellesley Financial Group & Insurance Agency Employees

Employee
Years
Job
Industry
Taryn Washkowitz, AIRC, ALMI Taryn Washkowitz, AIRC, ALMI Greater Boston Area Details
Taryn Washkowitz, AIRC, ALMI's Wellesley Financial Group & Insurance Agency Experience March 2012 - December 2013
Job Financial Industry Professional
Industry Financial Services
Experience
John Hancock Financial Services  July 2014 - Present
Insurance Industry  March 2011 - Present
KPMG through KNF&T   March 2014 - May 2014
Wellesley Financial Group & Insurance Agency   March 2012 - December 2013
Wellesley Financial Group & Insurance Agency   January 2007 - March 2012
The George Washington University  August 2003 - July 2005
George Washington University  1999 - 2005

Skills
Recruiting, Customer Service, Insurance, Event Planning, Microsoft Office, PowerPoint, Research, Data Analysis, Time Management, Fundraising, Training, Microsoft Excel, Life Insurance, Articulate Storyline, Customer Retention, Long-term Customer..., Disability Insurance, SPSS, Teaching, Higher Education, SAS, Communication, Organizational..., Social Skills, Efficiency, Social Media

Education
The George Washington University   2003 — 2005
M.A., Criminal Justice

The George Washington University   1999 — 2003
B.A., Sociology, Psychology

Natick High School   1996 — 1999

Joyce Silberman Joyce Silberman Norwood, Massachusetts Details
Joyce Silberman's Wellesley Financial Group & Insurance Agency Experience April 2013 - November 2013
Job Independent Education Consultant
Industry Primary/Secondary Education
Experience
New Center for Arts and Culture  November 2013 - August 2014
Grand Canyon University  January 2012 - June 2014
Wellesley Financial Group & Insurance Agency   April 2013 - November 2013
Tutor/Consultant   September 2000 - 2012
Town of Needham  1997 - 2011
Town of Sharon  1996 - 1997
Town of Needham  1994 - 1995
Solomon Schehcter Day School   1993 - 1994
Boston University  1985 - 1986
New England Conservatory  1983 - 1985

Skills
Curriculum Design, Teaching, Interviews, Tutoring, Curriculum Development, Event Planning, Mentoring, Public Speaking, Coaching, Writing, Research, Microsoft Office, Editing, Planning, Problem Solving, Music, English, Administration, Word, Classroom Instruction, Supervisory Skills, Organization Skills, Study Skills

Education
Lesley University   1990 — 1993
MEd, Elementary Education

Boston University   1977 — 1979
MMus, Music

New England Conservatory of Music   1973 — 1977
BMus, Music Performance

Achintya Goel Achintya Goel Greater Boston Area Details
Achintya Goel's Wellesley Financial Group & Insurance Agency Experience June 2013 - Present
Job Broker at Wellesley Financial Group & Insurance Agency
Industry Financial Services
Experience
Wellesley Financial Group & Insurance Agency   June 2013 - Present
Wellesley Financial Group & Insurance Agency   May 2009 - May 2013
National Agents Alliance Corporate  May 2005 - May 2009
American Income Life  February 2003 - May 2004

Skills
Risk Management, Long-term Care, Insurance, Retirement Planning, Investments, Finance

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2005 — 2008
MBA, Business

University of Massachusetts Lowell   1990 — 1992
MS, Electrical Engineering

University of Massachusetts Lowell   1986 — 1990
BS, Electrical Engineering

Dimitry Neyshtadt, ChFC™ Dimitry Neyshtadt, ChFC™ Greater Boston Area Details
Dimitry Neyshtadt, ChFC™'s Wellesley Financial Group & Insurance Agency Experience February 2010 - Present
Job ChFC™ Financial Representative at Wellesley Financial Group
Industry Financial Services
Experience
Wellesley Financial Group & Insurance Agency   February 2010 - Present
Strategic Financial Partners  May 2009 - February 2010
Citizens Bank  February 2008 - April 2009
Bank of America  June 2006 - December 2007

Skills
Retirement, Insurance, Retirement Planning, Life Insurance, Asset Allocation, Mutual Funds, Investments, IRAs, Securities

Education
Lasell College
Business Management

Peter Kong Peter Kong Greater Boston Area Details
Peter Kong's Wellesley Financial Group & Insurance Agency Experience October 2014 - Present
Job Financial Representative at The Bulfinch Group
Industry Financial Services
Experience
The Bulfinch Group  August 2015 - Present
Wellesley Financial Group & Insurance Agency   October 2014 - Present
FroyoWorld  November 2012 - Present
Colors Beauty, LLC   February 2000 - Present

Skills
Customer Service, Microsoft Office, Marketing, Marketing Strategy, Management, Leadership, Sales Management, Budgets, Sales, Social Media Marketing, Event Planning, Finance, Financial Analysis, Microsoft Word, Public Speaking

Education
Boston University

University of Massachusetts Boston

LeRoy Decker, FLMI LeRoy Decker, FLMI Greater New York City Area Details
LeRoy Decker, FLMI's Wellesley Financial Group & Insurance Agency Experience 2009 - 2013
Job Senior Life Underwriting Specialist
Industry Insurance
Experience
Nationwide Insurance  June 2015 - Present
MassMutual Financial Group  June 2014 - June 2015
Univita Health Inc  November 2012 - June 2014
Wellesley Financial Group & Insurance Agency   2009 - 2013
Phoenix Life Insurance Company  2008 - 2008
Sun Life Financial  2004 - 2008
State Farm Insurance  2003 - 2004
Wellesley Financial Group & Insurance Agency   1996 - 2001

Skills
Long-term Care, Disability Insurance, Cash Value Life..., BOLI, Annuities, Equities, IRAs, 401k Rollovers, Underwriting, Risk Assessment, Risk Management, Employee Benefits, Training, Fixed Annuities, Insurance, Long Term Care Insurance, Leadership, Sales, Life Insurance, Health Insurance

Education
Life Management Institute
FLMI

University of Maine   1990 — 1995
Bachelor of Science (BSc)

Walpole High School, Walpole MA   1986 — 1990

Susan Danzilio Wolfson Susan Danzilio Wolfson Greater Boston Area Details
Susan Danzilio Wolfson's Wellesley Financial Group & Insurance Agency Experience May 2013 - Present
Job Executive Assistant to Financial Planner
Industry Real Estate
Experience
Wellesley Financial Group & Insurance Agency   May 2013 - Present
Coldwell Banker Residential Brokerage  May 2009 - Present
American Marketing Association  November 2005 - June 2009

Skills
First Time Home Buyers, First Time Buyers, Buyer Representation, Listings, Single Family Homes, Sellers, Property Management

Education
Marymount Manhattan College   1980 — 1982
Bachelor's degree, Business Administration and Management, General

marlborough high

Jenna Raetz Jenna Raetz Greater Boston Area Details
Jenna Raetz's Wellesley Financial Group & Insurance Agency Experience August 2013 - July 2015
Job New Business Associate
Industry Financial Services
Experience
Wellesley Financial Group & Insurance Agency   August 2013 - July 2015
Thrive Power Yoga   June 2012 - July 2013
Spirit Bear Power Yoga, Gold's Gym, Your Element Yoga, Train Boston, Evolve Fitness   January 2009 - June 2013
lululemon athletica  August 2007 - September 2009

Skills
Yoga, Wellness, Fitness, Wellbeing, Event Planning, Public Speaking, Customer Service, Social Networking, Teaching, Small Business, Social Media, Management, Leadership, Microsoft Excel, Microsoft Word, Program Development, Community Outreach, Team Leadership, Microsoft Office, Sales, Research, QuickBooks, Wellness Coaching, Meditation, Fitness Training, Nutrition, Relaxation, Lifestyle, Holistic Health, Coaching, Reiki

Education
Framingham State College
Bachelor of Arts (B.A.), Liberal Arts and Sciences with a concentration in Business Administration

Corey Phillips Corey Phillips Pittsfield, Massachusetts Area Details
Corey Phillips's Wellesley Financial Group & Insurance Agency Experience March 2015 - Present
Job Helping families and small businesses achieve financial balance and success
Industry Financial Services
Experience
Wellesley Financial Group & Insurance Agency   March 2015 - Present
City Package Store   June 2010 - Present
City Package Store   June 2010 - Present
Guardian Life  March 2014 - March 2015
ING Financial Partners  July 2009 - October 2009
Nuclea Biotechnologies  March 2008 - November 2008

Skills
Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, SQL, Accounting, HTML

Education
Clark University   2008 — 2009

Trinity College-Hartford   2004 — 2007
Bachelor of Science (BS), Economics and Political Science, 3.5