Experience

CapAcuity

• United States
• Financial Services
• 1 - 100 Employee

• Director, Strategic Initiatives

  • Apr 2011 - Present

  CapAcuity stands apart from other companies in the executive benefits marketplace. With our team of experts, we bring a new perspective to the Executive Benefit Supply Chain. We ensure plan sponsors are taking full advantage of the latest tax, regulatory, investment, and pricing developments. We design and implement enhancements in investments, optimize funding, and negotiate vendor and product pricing. And we provide proactive management and oversight of these benefit plans going forward. The results can substantially improve financial results for plan sponsors, and enhance retirement outcomes for plan participants. Show less



LTC Global / ACSIA

• VP Brokerage Sales & Operations

  • Feb 2009 - Feb 2011

  LTC Global acquired The McAree Company in February 2009. The acquisition supported LTC Global's strategic expansion of its LTCI distribution network with its first sales office in New England and also leverage our expertise in structuring worksite LTCI programs. LTC Global acquired The McAree Company in February 2009. The acquisition supported LTC Global's strategic expansion of its LTCI distribution network with its first sales office in New England and also leverage our expertise in structuring worksite LTCI programs.



NAIFA Massachusetts

• United States
• Financial Services

• President - NAIFA Boston Chapter

  • Jul 2002 - Jun 2009

  NAIFA Boston Chapter President – 600-800 Members (2006/2007) * NAIFA Boston Executive Committee Member 2003 – 2008 * NAIFA Massachusetts Executive Committee 2005 – 2007 * NAIFA Massachusetts/Boston Committees Chaired; Young Professional Alliance (YPA) Networking, Programs, Membership, Finance, NAIFA in the 21st Century NAIFA Boston Chapter President – 600-800 Members (2006/2007) * NAIFA Boston Executive Committee Member 2003 – 2008 * NAIFA Massachusetts Executive Committee 2005 – 2007 * NAIFA Massachusetts/Boston Committees Chaired; Young Professional Alliance (YPA) Networking, Programs, Membership, Finance, NAIFA in the 21st Century



The McAree Company

• VP Brokerage Sales & Operations

  • Feb 2001 - Feb 2009

  Provided Long Term Care (LTC) products and education to insurance professionals, advisors and corporations nationwide. The McAree Company entered the long term care insurance market in 1989 at the forefront of the industry. We trained and supported over 1000 agents nationally in the education and sale of long term care insurance for the individual and the corporate marketplace. Insurance companies represented: Allianz, Genworth, John Hancock, Mass Mutual, Med America, Met Life, Physicians Mutual, Prudential and UnumProvident. Show less