Michael Whitman, CLU

Director of Community Engagement at Thrive Support & Advocacy
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English -

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5.0

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Michael Rodrigues

Mike is a first-class "connector" of people and opportunities. This is a skill set which is somewhat scarce and highly valued in the nonprofit sector. He possesses a desire to make a difference and to use his extensive experience in doing so. Mike has gained valuable nonprofit experience at Thrive and at the Genesis Club. He has shown great respect and understanding for people with disabilities who don't let disability define who they are, at home, work or at leisure. I highly recommend Mike for any position he feels he is qualified for.

Gary Kelley

My phone rang at 9:00 one Sunday night, and it was Michael and his wife Beth wanting to look at a condo. We saw it the next day, and within a week they had offered on another property. This required their property be sold…..and so began my exposure to Michael. Through the process of home selling and buying, people are under great stress. Michael always maintained a positive upbeat perspective…accepting advice, standing for what was right, and always open to conversation. As the process progressed, Michael started to ask about my business. He wanted to know how he could help me….whether as an Ambassador at the Corridor 9 Chamber of Commerce, or in the Marlborough Regional Chamber, or by inviting me to attend a Genesis Fund dinner at Worcester’s Mechanics Hall….where Michael was the featured pianist. It was in these contexts I saw Michael the man….thoughtful, caring, compassionate, an advocate for children and especially children affected by birth defects, genetic disorders and intellectual disabilities. Simply put, he is a great resource for anyone looking for insights in insurances and the non-profit world.

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Credentials

  • Chartered Life Underwriter
    The American College of Financial Services
    Oct, 1990
    - Oct, 2024

Experience

    • United States
    • Individual & Family Services
    • 1 - 100 Employee
    • Director of Community Engagement
      • Oct 2017 - Present
    • United States
    • Real Estate
    • Business Owner
      • Apr 1993 - Present

      Solutions for life, long term care and disability income protection. Solutions for life, long term care and disability income protection.

    • United States
    • Professional Training and Coaching
    • Insurance Specialist
      • Jun 2011 - Present

      Implementing insurance recommendations derived from comprehensive financial planning. I also assist in the acquisition of new financial planning clients for the firm. The financial planning is done by Robert Gustafson, RIA, CFP. Implementing insurance recommendations derived from comprehensive financial planning. I also assist in the acquisition of new financial planning clients for the firm. The financial planning is done by Robert Gustafson, RIA, CFP.

    • Director of Marketing
      • May 2012 - Jan 2016

      First Beacon Business Advisory Group is an organization of seasoned professionals that work with businesses to identify areas needing improvement and implement a clear and focused path to improve performance and accelerate results. What makes First Beacon truly unique in the business advisory space is the fact that all members of First Beacon own and operate their own businesses. First Beacon Business Advisory Group is an organization of seasoned professionals that work with businesses to identify areas needing improvement and implement a clear and focused path to improve performance and accelerate results. What makes First Beacon truly unique in the business advisory space is the fact that all members of First Beacon own and operate their own businesses.

Education

  • Worcester State University
    Masters in Non Profit Management, Non-Profit/Public/Organizational Management
    2018 - 2020
  • University of Massachusetts, Amherst
    B.A. American History, American History
    1972 - 1976

Community

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