David Resnik
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David Resnik Email & Phone Number

Health and Life Insurance Broker at Charter Financial Group, Inc
Location: Worcester County, Massachusetts, United States 11 work roles 4 schools
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Role
Health and Life Insurance Broker
Location
Worcester County, Massachusetts, United States
Company size

Who is David Resnik? Overview

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Quick answer

David Resnik is listed as Health and Life Insurance Broker at Charter Financial Group, Inc, a company with 40 employees, based in Worcester County, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for David Resnik.

David Resnik previously worked as Health/Life Insurance Broker at Charter Financial Group, Inc and Retirement Specialist at Charter Financial Group, Inc. David Resnik holds Doctor Of Philosophy (Ph.D.), Business, Concentration In Organization And Management from Capella University.

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Email format at Charter Financial Group, Inc

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Charter Financial Group, Inc

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Profile bio

About David Resnik

• Licensed insurance broker - health, life, annuities, long-term care in MA and FL• "Medicare Interpreter" who distills the complexity of health insurance options when turning 65 to communicate to seniors with clarity• Industry experience with retail, distribution, manufacturing, contract assembly, importing, consulting

Current workplace

David Resnik's current company

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Charter Financial Group, Inc
Charter Financial Group, Inc
Health and Life Insurance Broker
Massachusetts, United States
Employees
40
AeroLeads page
11 roles

David Resnik work experience

A career timeline built from the work history available for this profile.

Retirement Specialist

Milford, MA

Educate Medicare enrollees so they can save on supplemental insuranceHelp clients build wealth and protect assets through careful selection of insurance solutionsIdentify market volatility in client portfolios to moderate their risk profilesSimplify the transition to the Medicare years

Aug 2018 - May 2022

Consultant

Current

Pawtucket, RI Then Leominster, MA And Now Westborough, MA

  • Independent management consultant and software trainer providing a variety of services. Project examples include:
  • HIPAA security assessment for a small medical practice, remediation planning, drafted materials and forms for training and compliance documentation
  • Edited 4 books on project management and 1 volume on the origins of writing in the Han Dynasty in China
  • Drafted text and illustrations for a business process patent application for an unusual industry based on RFID technology, using radio waves to scan items and documents and send data to an electronic reader
  • Wrote, edited, and formatted technical manuals for a software publisher's new programming language and to train users how to use new features for an existing program
  • Engineered solution to a challenging environmental problem in the warehouse for an importer of violins and other stringed instruments
Jul 2009 - Present

Financial Services Representative

Milford, MA

I specialize in the pre- and post retirement markets serving our "Greatest Generation." Generally beginning with Medicare plan selection, I develop a total financial needs analysis by working closely with clients to determine the right products and services that will create a sound financial future for them and their families. I validate my analysis using.

Mar 2016 - May 2022

Licensed Insurance Agent

Mass Benefits Group

Leominster, MA

I was an independent agent representing multiple life insurance carriers. I concentrated on working with clients so that they would have adequate financial resources to finance a funeral and leave money to their loved ones. By working with me, a client only had to meet with one agent, not people from many different companies, to compare price quotes and.

Aug 2015 - Feb 2016

It & Operations Consultant

Recognition Awards Llc

Johnston, RI

  • New division of a diversified jewelry manufacturer that acquired the core assets of Emblem & Badge, Inc.
  • Established retail division and integrated acquired production lines into established jewelry manufacturer, adding 30,000 new customers, 3,300 SKUs, 300 vendors
  • Cleaned/converted/mined/extracted data from SQL databases, built standard reports
  • Designed, photographed, published 32-page catalog using Photoshop, PageMaker, InDesign
Jan 2007 - May 2009

General Manager, Ceo

Emblem & Badge, Inc.

Pawtucket, RI

  • Manufacturer of stock and custom recognition awards, programs, and personalized gifts to more than 100,000 accounts (95% organizations) nationally and through a 10-store chain in New England
  • Devised new organizational vision to recognize core business, restructured firm
  • Developed and implemented revised business plan leading to sale of company
  • Designed custom product lines and won contracts as official supplier of awards for The Big East Conference, ECAC, New Jersey Athletic Conference, Hockey East, Brown University, etc.
  • Negotiated exclusive awards subcontractor license when L. G. Balfour relocated from MA to TX
May 1995 - Jun 2006

Operations Manager

Emblem & Badge, Inc.

Providence, RI

  • Guided administrative team of 6 supervisors, production team of 5 supervisors, up to 69 FTE
  • Entered new markets, led new product development, expanded advertising/marketing budget
  • Introduced desktop publishing to replace conventional phototypesetting and paste-up; integrated into workflow for 2- and 3-axis computerized milling and engraving machines and CO2 lasers
  • Sourcing, cost accounting, product development, production supervision and scheduling
Feb 1987 - May 1995

Controller

Emblem & Badge, Inc.

Providence, RI

  • Served as first controller of this manufacturer with chain of retail showrooms
  • Planned and executed leveraged buyout of the OTC subsidiary, led 'going private' in 1988
  • Generated budgets at project/department/division level, drafted 10Q/10K narratives and data
Feb 1985 - Feb 1987

Division Manager

Eastbynorth Retail Systems Division Of Emblem & Badge, Inc.

Providence, RI

  • Founded consulting subsidiary that completed > 25 IT projects across > 40 client sites from Mystic, CT to Manchester, NH deploying software and networking solutions integrating accounting, inventory, point of sale.
  • Developed manuals and conducted training on order entry, point-of-sale, back office operations, end of day closing, RFQ and purchase requisition processing, inventory control, shipping and receiving, all phases of.
  • For startup Kabloom®, planned/specified/implemented technology & operating procedures for 5 ‘model’ sites. Supported growth when client added a central distribution center, 80+ users in 26 locations, and then upgraded.
Feb 1990 - Dec 2005
Team & coworkers

Colleagues at Charter Financial Group, Inc

Other employees you can reach at thecharterfinancialgroup.com. View company contacts for 40 employees →

4 education records

David Resnik education

Doctor Of Philosophy (Ph.D.), Business, Concentration In Organization And Management

Activities and Societies: ● Earned degree with distinction ● Member of Capella University Virtual ISPI Chapter ● Leader of Capella.

FAQ

Frequently asked questions about David Resnik

Quick answers generated from the profile data available on this page.

What company does David Resnik work for?

David Resnik works for Charter Financial Group, Inc.

What is David Resnik's role at Charter Financial Group, Inc?

David Resnik is listed as Health and Life Insurance Broker at Charter Financial Group, Inc.

Where is David Resnik based?

David Resnik is based in Worcester County, Massachusetts, United States while working with Charter Financial Group, Inc.

What companies has David Resnik worked for?

David Resnik has worked for Charter Financial Group, Inc, Androtech Solutions, American Senior Benefits, Mass Benefits Group, and Recognition Awards Llc.

Who are David Resnik's colleagues at Charter Financial Group, Inc?

David Resnik's colleagues at Charter Financial Group, Inc include Josh Risher, Brian Mark, Peter Conway, Casey Mcneir, and Dawn Sweeney-Medeiros.

How can I contact David Resnik?

You can use AeroLeads to view verified contact signals for David Resnik at Charter Financial Group, Inc, including work email, phone, and LinkedIn data when available.

What schools did David Resnik attend?

David Resnik holds Doctor Of Philosophy (Ph.D.), Business, Concentration In Organization And Management from Capella University.

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