James Freeman

Pension Administrator, Peabody Retirement Board at City of Peabody
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Contact Information
us****@****om
(386) 825-5501
Location
Peabody, Massachusetts, United States, US

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Credentials

  • EEO Investigator
    US EEOC, Washington, DC
  • Global Ethics Trainers Course
    Institute for Global Ethics
  • Human Resources Management for Supervisors and Managers
    Graduate School, USDA, Boston, MA
  • Legal Assistance Officer Course
    U. S. JAG School, Charlottesville
  • Mediation and Conflict Management
    Justice Center of Atlanta
  • Senior Legal Non Commissioned Officer Management
    U. S. Army JAG School, Charlottesville
  • Situational Leadership for Trainers
    The Ken Blanchard Companies
  • Test Control Officer
    Department of Defense, DANTES

Experience

    • Government Administration
    • 100 - 200 Employee
    • Pension Administrator, Peabody Retirement Board
      • Oct 2015 - Present

    • Armed Forces
    • 700 & Above Employee
    • Transition Relocation Manager
      • May 2011 - Oct 2015

      Management of Retirements and TransitionsManaged retirements, relocations, and separations via the district’s TAP/Transition Assistance Program. Provide hands-on coordination of programs and 1-on-1 in support for 5,000+ active duty and reserve military personnel throughout New England and neighboring states. Select duties and accomplishments:• Respond to 20+ individual retirement and separation questions and requests each week via in-person, email, and phone contact. Offer support for average of 2 new retirees each week. • Research and resolve issues for wide range of clients, from senior management to individual contributors, many with unique financial situations and questions related to retirement. • Coordinate 400+ retiring and separating service members annually in 40-hour/5-day transition seminars. Liaison with financial planners and other partners to deliver 8 seminars annually.• Facilitate detailed individual and group sessions, covering longevity and disability retirement, taxes, survivor financial benefits, and complex VA education and disability compensation.• Developed online registration form allowing 24/7/365 access and convenience to schedule attendance without need for direct contact.

    • Legal Office Manager
      • 2009 - 2011

      Management of Law OfficeServed as office manager and paralegal specialist of full-service military law office with seven attorneys, four support staff and rotating pool of second year law student interns. Select duties and accomplishments:• Oversaw 400+ client intakes on various legal matters, assisting average of 5 clients each day. Ensured all documentation prepared via 1-on-1 client contact. Coordinated execution and notarization of numerous documents, powers of attorney, wills and estate planning packages. • Researched and closed out 1,000+ pending and open cases in agency-wide data base, bringing caseload up-to-date and in compliance. Aligned accompanying electronic filing system. • Assumed responsibility of disorganized office budget midyear and immediately returned $25K in excess funding. Efficiently managed year-end closeout to within 1%. • Administered annual Financial Disclosure Reporting and ethics training for more than 50 senior military executives. Prepared notifications, reporting requirements and timelines for approval. Reported 100% compliance within mandated timeline. • Created real-time systematic reporting database, allowing district-level case review. Streamlined process, cut costs and facilitated faster completion of report.

    • Active Duty Coast Guard
      • Aug 1979 - Sep 2009

    • Regional Education Service Program Management
      • 2008 - 2009

      Provided detailed advisory services and consultation to 5 full-time and 125 collateral duty education services officers who represented 5,000+ personnel throughout New England. Select duties and accomplishments:• Managed tuition assistance and other education programs, including education counseling, college on and off base, college credit by exam, and foreign language proficiency testing. • Instrumental in developing partnership with Endicott College to have college professors sail with Boston based ships for 60+ day deployments conducting accredited classes to while underway.• Approved and processed $250K+ in tuition assistance payments annually.• Provided advanced educational assistance or testing 15-20 clients each week. • Oversaw development of 24 student learning center and adjoining staff office spaces

    • Commandant's Diversity Advisory Council
      • 2005 - 2008

      • Member of a diverse 20 person team from across the nation selected to serve a three year term as advisor to the Coast Guard's most senior officer, Commandant, and top leadership executives on diversity issues affecting the agency with goals of recruiting and retaining America's best and brightest and develop an organizational culture that values its diversity.• Assigned to smaller teams and working from remote locations, conducted individual research, interviews, data collection, etc., participating in monthly teleconferences to report findings and progress to collective issues. Assembling semi-annually in Washington to deliver executive briefings and deliver findings and recommendations to implement change within the organization.• Demonstrating exception analytical skills and leadership qualities, selected to serve as one of the four team leaders during three of the six semiannual periods.• Excelled at managing multiple projects while serving as team leader to the DAC with no impact to primary responsibilities.

    • Chief of Education, Training and Career Development
      • 2001 - 2008

      Provided hands-on financial oversight and management of district-wide training and education programs, as well as 1-on-1 client training and services. Select duties and accomplishments:• Managed annual $3M pay and benefit budget for training and readiness of 1,300+ reservists throughout New England region. Managed additional $350K annual advanced training budget. • Responded to numerous questions each day, leveraging expertise in reserve training, participation standards, and pay and entitlements.• Supervised 6 person staff, with training and education services that included tuition assistance, testing services, and professional development for 2,500+ individuals. • Provided training workshops on retirement planning, including eligibility standards, procedures, and survivor benefit plan options. Met 1-on-1 to assist individuals in completing retirement requests, calculating annuity estimates, taxes, SBP costs, and pay-out benefits.

    • Equal Opportunity Advisor
      • 1990 - 1996

      • Served as the single full time Equal Opportunity Advisor (EOA) and Equal Employment Opportunity (EEO) Counselor in the First Coast Guard District covering the New England region and U.K. Duties included advising the District Commander and more than 140 unit Commanding Officers on all matters relating to military civil rights and EEO and providing training on all EEO processes and compliance.• Delivered eight-hour training seminar covering Basic Human Awareness, Communication, Rights and Responsibilities, and Sexual Harassment Prevention to more than 12,000 Coast Guard personnel. Conducted Sexual Harassment Prevention “train-the-trainer” program for to all New England Coast Guard units and Europe. • Represented the agency as guest panelist on Civil Rights and EEO matters for graduating class at the U.S. Air Force Defense Equal Opportunity Management Institute.• Investigated over fifty civil rights and EEO complaints of discrimination, achieving an informal resolution to more than half. Prepared command endorsement and EEO report of counselor activity for those forwarded for formal processing procedures at the agency level and EEOC.

Education

  • Columbia Southern University
    Bachelor of Science (BS), Business Administration and Human Resource Management
    -

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