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

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• Troubleshoot urgent Windows/Mac hardware and software issues• Coach users in Microsoft Office and Windows software to improve productivityBooks edited include:Queen, S. A. & Puett, M., Eds. (2014). The Huainanzi and Textual Production in Early China. Amsterdam: BrillMezick, D. J. (2013). The Open Agile Adoption Handbook: The User’s Guide. FreeStanding PressCobb, C. (2013). Managed Agile Development: Making Agile Work for Your Business. Parker, CO: Outskirts PressMezick, D. J. (2012). The Culture Game: Tools for the Agile Manager. FreeStanding Press

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 my network of experienced professionals with expertise in Medicare plan selection consulting, retirement analysis and programs, estate strategies, business continuation strategies, and trust services. American Senior Benefits (ASB) is a nationwide insurance marketing company headquartered in Austin, TX and Kansas City, KS. ASB partners with more than 75 of the largest, most respected, and highly rated insurance carriers with substantial product depth in four key areas: Medicare Supplement insurance, Life Insurance, Annuities and retirement planning, and Long Term care and specialty health.

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 demystify the complexities of life insurance. For example, some insurance companies don't offer affordable life insurance, and some insurance agents work part-time and sell other products. Term life insurance policies appear to have attractive rates but might not be guaranteed for as long as you think. Some companies offer low premiums at first, but their rates increase over time.MASS BENEFITS GROUP is a leading provider of life insurance policies in the Commonwealth of Massachusetts with relationships to the best insurers in the state.

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

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

• 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

• 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

• 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, back office in multiple-site operations• 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 general bookkeeping, etc.• 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 to dedicated communication lines to replace daily polling