16 Cobblestone Way, North Billerica, MA 01862 • 978 667-1371
Billerica, MA
289 Elm St, Medford, MA 02155 • 781 396-2254 • 781 396-4347
289 Elm St #22C, Medford, MA 02155 • 781 396-2254
126 Amory St, Brookline, MA 02446 • 617 739-2744
Marlborough, MA
N Billerica, MA
Work
Company:
Abm llp
Sep 2009
Position:
Principal
Education
Degree:
BS
School / High School:
DeVry Institute of Technology
1979 to 1984
Specialities:
Computer Science
Skills
Insurance • Life Insurance • Retirement • Retirement Planning • Estate Planning • Fixed Annuities • Financial Planners • Financial Services • Disability Insurance • Financial Advisory • Employee Benefits • Wealth Management • Solution Design • Long Term Care • Strategic Financial Planning • Financial Planning • Software Development • Mutual Funds • Wealth • 401K • Health Insurance • Risk Management • Business Strategy • Succession Planning • Business Planning • Advanced Markets • Insurance Producer • Analysis • Annuities • Long Term Care • Product Marketing • Competitive Analysis • Wealth Transfer • Series 63 • 401 Retirement Savings Plans
Interests
Social Services • Children • Economic Empowerment • Politics • Education • Environment • Poverty Alleviation • Science and Technology • Human Rights • Animal Welfare • Arts and Culture • Health
ABM LLP since Sep 2009
Principal
Sage Consulting & Wealth Preservation 2009 - 2012
Advanced Markets & Technology Consultant
John Hancock Nov 2000 - Aug 2009
AVP, Advanced Markets Development
The Hemisphere Group Mar 1992 - Oct 2000
Vice President
Manulife Financial Mar 1987 - Mar 1992
Systems Designer
Education:
DeVry Institute of Technology 1979 - 1984
BS, Computer Science
DeVry University
BS In Computer Science
Skills:
Insurance Life Insurance Retirement Retirement Planning Estate Planning Fixed Annuities Financial Planners Financial Services Disability Insurance Financial Advisory Employee Benefits Wealth Management Solution Design Long Term Care Strategic Financial Planning Financial Planning Software Development Mutual Funds Wealth 401K Health Insurance Risk Management Business Strategy Succession Planning Business Planning Advanced Markets Insurance Producer Analysis Annuities Long Term Care Product Marketing Competitive Analysis Wealth Transfer Series 63 401 Retirement Savings Plans
Interests:
Social Services Children Economic Empowerment Politics Education Environment Poverty Alleviation Science and Technology Human Rights Animal Welfare Arts and Culture Health