Position:
Director of Community Outreach at National Aging in Place Council - Boston Chapter, Consultant at BridgePoint Group, LLC, General Manager at Bullock's Nursing Service
Work:
National Aging in Place Council - Boston Chapter
since Mar 2012
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Director of Community Outreach
BridgePoint Group, LLC
- Boston, MA since Oct 2011
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Consultant
Bullock's Nursing Service
since Apr 2011
-
General Manager
New York Life Investment Management LLC
Aug 2009 - Apr 2011
-
VP - Product Management
Fidelity Investments
Nov 2006 - Aug 2009
-
VP - Retirement Product (Rollover)
Fidelity Investments
Nov 2004 - Nov 2006
-
VP - Strategic Business Solutions
Fidelity Investments
Nov 2002 - Nov 2004
-
VP - Marketing
Fidelity Investments
Jan 2000 - Nov 2002
-
Account Executive
Fidelity Investments
Jan 1999 - Dec 1999
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Product and Service Consultant
Fidelity Investments
Feb 1997 - Nov 1999
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Business Analyst
Fidelity Investments
1995 - 1997
-
Financial Analyst I
Education:
Babson College 1996 - 2000
MBA, eCommerce, MIS
Drew University 1988 - 1992
BA, Political Science, Russian Studies
Tabor Academy 1984 - 1988
Skills:
Customer Relations, Retirement, Health, Process Engineering, Strategic Planning, Elder Care, Series 7, Series 24, Series 63, 401k Rollovers, 401k, 403 b, Defined Contribution, Non-Qualified Deferred Compensation, Home Care, Product Management, Office Management, Long-term Care, Aging in Place, PowerPoint, Microsoft Excel, SharePoint, QuickBooks, CRM, Data Warehousing, Program Management, Customer Service