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Providing services: Financial Advisory, Financial Analysis, Wealth Management, Retirement Planning, Financial Planning, Insurance
Providing services: Financial Advisory, Financial Planning, Insurance, Loans, Retirement Planning, Wealth Management, Financial Reporting, Budgeting
Summary: Dave is a seasoned investment and wealth management leader with over 30 years of experience in investment management, private banking, and financial planning. In his career, Dave has served as a portfolio manager and advisor to individuals, families and institutions and thoroughly enjoys helping people meet their goals. He has managed investment teams and wealth management firms. Dave leverages his holistic and unique experience, expertise in asset allocation, portfolio management, risk management, and market analysis, as well as his CFA and CFP credentials, to help clients achieve their financial goals and objectives. He leads by doing and fostering a culture of collaboration, innovation, and excellence within his organization, driving growth and client satisfaction. Dave is passionate about serving his community and mentoring the next generation of wealth managers.
Providing services: Health Insurance, Life Insurance, Insurance, Human Resources (HR), HR Consulting
Summary: I'm an energetic, results-driven business woman with a proven track record of success in the insurance industry. Passionate about working with clients on creative ways to support their organizational goals through total rewards and employee benefits. I engage across multiple industries, with a specific focus on solutions for private-equity backed companies.
Providing services: Business Law, Corporate Law, IT Law, Intellectual Property Law, Labor and Employment Law, Legal Consulting, Trademark Law, Commercial Insurance, Insurance, Small Business Insurance
Summary: Julia Harmatz is a C suite executive with 25+ years of operational expertise as a strategic legal professional with experience in energy, including development of solar and wind energy projects, technology, including e commerce (B2B and B2C), speech recognition software, consumer appliances, technology policy development for Washington State, cyber security and ransomware attack activities. Corporate Governance & Board Experience: • Secretary of the Corporation, Greenvolt Power USA Inc. • Secretary of the Corporation, The Energy Federation, Inc. • Co-chair of the In-House Counsel Committee for the Women’s Bar Association of Massachusetts. • Co-chair of the Law Industry Group for Women Executives on Boards, Harvard Business School alumni for Women on Boards, Succeeding as a Corporate Director. • President of the Boston chapter of Loyola University New Orleans alumni association. • Corporate Board Search Committee Member, The Boston Club. • Chair of the High Performance Teams (Leadership Development). • Director of the Newton Women’s Forum, a 501(c)(3) organization. • Director on the Technology Advisory Board to the Mayor of Seattle issuing technology related grants. • Vice President and Director of Washington Volunteer Lawyers for the Arts. Harmatz is currently in operations as the legal lead for Greenvolt Power USA. In her role, Harmatz leads the legal strategy for mergers and acquisitions for the United States and the development of renewable energy projects. E Commerce, Technology & Cyber Security Harmatz was General Counsel and Secretary of the Corporation for The Energy Federation for 7 years (B2B and B2C e-commerce, risk mitigation, cybersecurity, mergers and acquisitions, litigation, business development, corporate governance.) Harmatz is an award winning corporate counsel (3 OnCon Awards). She has Operational experience as Legal Manager US for Greenvolt Power US, a renewable energy developer of wind and solar projects; General Counsel and Secretary of the Corporation for The Energy Federation; senior commercial counsel for Shark Ninja ; Of Counsel for Broderick, Bancroft & Saccardi; and Counsel, Technology, Telecommunications and Energy Committee for the Washington State House of Representatives, and roles in local government.
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Summary: I help identify, coach, and influence candidates and hiring team members for executive level positions with Liberty Mutual Insurance nationally; because the most important part of any business ISN'T "hiring people," it's HIRING THE RIGHT PEOPLE! My specific division is Global Risk Solutions (GRS), which includes mid-to-large-size commercial and specialty insurance, surety, and reinsurance operations. My executive roles often involve Actuary, Underwriting, Strategy, Performance & Attribution, and Claims skillsets & backgrounds. ----------------------------------------------------- I'm a business development professional, athlete, working mother, Type A, transplant from Southern CA to Boston, MA circa 2000, and I strive to find order, beauty, and humor in our daily chaos! I have 10+ years of experience in talent acquisition and business development, where I get a thrill from helping my hiring managers solve their challenges and helping job-seekers elevate their careers. I love going to bat for job applicants, swapping parenting and work/life balancing hacks with my colleagues, and hosting wine & cheese parties with my volleyball friends so we can catch up after too much time apart.
Providing services: Health Insurance, Translation, Administrative Assistance, Appointment Scheduling, Customer Support, Customer Service, Executive Administrative Assistance, File Management, Personal Assistance, Event Coordination
Summary: Experienced Administrative Healthcare Professional with a proven track record in managing complex administrative tasks and optimizing operational efficiency within the healthcare sector. With a deep understanding of healthcare workflows, regulatory compliance, and patient-centric care, I am now eager to bring my skills and expertise to the administrative realm of the pharmaceutical industry. Throughout my career, I have excelled in various administrative roles, honing my organizational, communication, and problem-solving abilities. I am well-versed in handling a wide range of administrative responsibilities, including scheduling, record-keeping, data management, and coordinating multi-departmental workflows. My attention to detail, meticulous documentation skills, and ability to prioritize tasks have consistently contributed to the smooth operation of healthcare facilities. Driven by a passion for continuous improvement, I consistently seek out opportunities to streamline processes and enhance productivity. I am skilled in leveraging technology and digital tools to automate routine tasks, optimize data analysis, and facilitate seamless communication. My proficiency in electronic health records (EHR) systems and other healthcare software allows me to adapt quickly to new platforms and technologies. Having closely interacted with healthcare professionals, patients, and external stakeholders, I understand the importance of building strong relationships and maintaining open lines of communication. I am adept at collaborating with cross-functional teams and working closely with physicians, nurses, pharmacists, and other healthcare professionals to ensure efficient delivery of care. Transitioning into the administrative field of the pharmaceutical industry is a natural progression for me, as it aligns with my passion for improving healthcare outcomes at a broader scale. I am eager to leverage my healthcare administration expertise to support pharmaceutical companies in their pursuit of developing innovative solutions and improving patient lives. If you are seeking an experienced administrative healthcare professional with a proven ability to optimize operations, enhance efficiency, and ensure regulatory compliance, I welcome the opportunity to connect. Let's explore how my unique skill set can support your organization's administrative needs and contribute to advancing healthcare through the pharmaceutical industry!
Providing services: Business Consulting, Financial Planning, Financial Analysis, Financial Advisory, Insurance, Retirement Planning, Wealth Management
Summary: Committed and driven professional with over 15 years of progressive global experience – leading projects, growing customer relationships and managing stakeholders – in energy, banking, financial services consulting and business research with highly selective employers. Structured and logical thinker with distinctive problem solving and analytical skills combined with the ability to see “big picture” without losing detail. Perceptive and adaptive communicator with first-rate interpersonal skills and experience working with individuals at all levels from 6 continents. Interested in professionally and intellectually stimulating high-growth career opportunities that involve strategic thinking, decision making, multicultural team environment, global client interactions, business development, performance improvement and management and new business challenges. Specialities: Project Management • Team Management • Client Relationship Management • Corporate Strategy • Structured, Logical and Strategic thinking • Problem Solving and Analytical Ability • Strong Research and Report Writing Skills • Interpersonal and Communication Skills • Quantitative Ability – Modeling, Statistics, and Analytics skills
Providing services: Life Insurance, Insurance, Homeowners Insurance, Health Insurance, Commercial Insurance, Auto Insurance, Small Business Insurance, Wealth Management, Loans
Summary: My name is Ritika Shah and I am the founder of Ritika’S Yoga Studio and Rikas Consultancy and I am a health and wealth consultant. I am a yoga trainer, counselor . My one of hobbies are write poems ,quotes healthy talks
Providing services: Financial Analysis, Financial Planning, Financial Advisory, Insurance
Summary: -New Grad from Master of Mathematical Finance and Financial Technology program, Questrom school of Business, Boston University. -Interested in programming, stochastic and financial theories. -Optimistic, cheerful and studious graduate student. -Find more on 'www.zyxue3.wordpress.com'
It only takes a single accident or disaster to derail even the most successful business or household, which is why insurance is a vital part of emergency planning. By purchasing and maintaining the right policy, you can protect your business and family from the financial hardship that can be brought about by unexpected events.
The challenge lies in finding and purchasing the right coverage. Thankfully, the solution may be as simple as partnering with specialized insurance agents and brokers.
This guide explores the different types of insurance available, the benefits of working with a specialized agent or broker, and how to connect with a Boston professional who can help you satisfy your personal and business needs.
Although many insurance companies sell policies directly to the consumer via the internet or over the phone, there are benefits to using an agent or broker. These industry professionals have a ready knowledge of regulations, risks, coverage, and pricing that can help you find and purchase adequate insurance for your unique business or personal needs.
Whether you're opening a new policy or shopping for a better rate, agents and brokers can save you time and money by cutting through hundreds of unsuitable policies and presenting you only with viable options that are competitive in the Boston market.
The terms agent and broker are often used interchangeably. Although both types of industry professionals have the knowledge to help individuals and businesses choose and purchase appropriate coverage, there are several significant differences between the two.
Whether you choose to work with an agent or a broker likely depends on the complexity of your needs and a multitude of other factors. There's an upside to working with each type of industry professional.
Specialized agents and brokers focus on narrow areas of the insurance sector, and they often have a deeper level of expertise in their niche. Although a specialized insurance professional may not offer the one-stop-shopping convenience of an agency that sells a wide array of products, this industry knowledge can benefit businesses and consumers seeking specific types of policies, providing them with coverage options they may not have even known existed.
Agents and brokers may specialize in the following types of insurance:
Health insurance includes policies that provide medical, dental, prescription, and vision plans for individuals, families, or employees of businesses. Although many people receive health insurance benefits through their employers, the gig economy has meant that more and more workers need to secure coverage on their own.
Agents and brokers who specialize in health insurance must possess signed agreements to sell plans through the HealthCare.gov marketplace. This enables qualified individuals to receive the premium tax credit.
Insurance professionals who specialize in health insurance may also assist companies looking to enroll in the Small Business Health Options Program (SHOP). This marketplace program helps businesses and nonprofits with fewer than 50 employees provide affordable health care options.
Life insurance policies pay out a death benefit, typically a lump sum payment, to a designated beneficiary upon the death of the insured. Policies vary widely to meet a multitude of needs and preference and may include the following:
Life insurance policies may be ideal for parents of minors or children with special needs, families whose financial situation may make it difficult to pay for funeral costs, and individuals who want to ensure that spouses or other family members can maintain their current standard of living if the breadwinner passes away. Life insurance policies may also be purchased as investments, and certain policies may be cashed in to pay for costs incurred later in life.
A specialized insurance agent or broker can help you navigate available policies to determine which suits your family's needs, and when is the best time to buy this type of policy.
Although it's often lumped together with health insurance, long-term care insurance is a specialty in its own right. This type of insurance provides coverage for the services and support an elder or disabled person needs to complete essential daily activities, such as bathing, dressing, and eating. This coverage may pay for hospice or respite care, and it can cover the costs of residential programs, such as assisted living and other long-term care facilities.
Costs for this type of policy can vary significantly, depending on the age of the insured when the policy is purchased, the per-day and lifetime maximum payouts, and the addition of optional benefits.
A specialized agent or broker can provide comprehensive information on the limitations of coverage and help individuals purchase this specialty insurance at the right time in their lives. They may also help purchasers navigate any medical underwriting concerns.
Short- and long-term disability insurance, which is sometimes known as income protection insurance, protects individuals if they become sick or injured and cannot work. This type of policy is designed to pay part of the insured's income for the period of time they're unemployed.
Although many people receive disability insurance through their employers, it can also be purchased through specialized insurance agents and brokers.
Whether you own or rent your home or business space, property insurance can provide coverage against damage or loss that occurs due to fire, flooding, weather, theft, vandalism, and other unexpected occurrences. In addition to covering damages to the property itself, this coverage typically protects belongings stored on the property. It may also include liability insurance, which protects the insured party if an individual is injured on the property.
There are numerous types of property insurance.
Depending on the terms of the specific policy, property insurance may pay the actual cash value of an item, the replacement costs, or offer extended replacement costs.
Although auto insurance is often included under the umbrella of property insurance, it's a large enough part of the industry that many brokers and agents specialize in this type of coverage. They can help consumers understand the different types of coverage available, including:
Whether you're purchasing auto insurance for your personal vehicle or a fleet of company cars, Boston auto insurance agents and brokers can help you navigate Massachusetts' requirements for automobile insurance, ensuring that your vehicle(s) can be legally registered and driven.
Individuals and businesses in coastal cities, such as Boston, often have unique coverage needs, including boating insurance, which covers loss or damage to recreational watercrafts, and marine insurance, which protects businesses, such as charters and cargo transports.
If you're a commercial fisherman, run a ferry service, or just love to take your sailboat out to cruise around Cape Cod on weekends, local insurance agents and brokers are the ideal partners for finding the right insurance for you.
Your insurance agent or broker may be your partner for years, helping your business and family stay protected from the unexpected, so finding the right fit is a must. Here are eight tips for finding the right insurance agent or broker for your personal and business needs.