Resume

• 1999

  Liberty Funds/ Columbia Management

  Audit Your Financial Advisor

  Liberty Funds/ Columbia Management

  Kastel Capital Advisors

  LLC

  Wellesley

  MA

  Primarily work with small- to mid-size companies to review and replace expensive and poorly allocated 401(k) and 403(b) plans with a state-of-the-art plan featuring low expenses

  broad diversification

  index-focused investments

  and quality employee education. Also manage investment portfolios for individuals.

  Investment Advisor Representative

• 1997

  Sun Life Financial

  SVP

  Marketing

  Rydex Investments

  Adjunct Professor

  Teach three courses in the MBA and undergraduate programs at BC's Carroll School of Management

  Boston College

  Novelist and nonfiction writer

  Author

  Audit Your Financial Advisor

  Wellesley

  MA

  www.AuditYourFinancialAdvisor.com\n\nWall Street is often seen as the land of broken promises. The financial services industry seems designed to ensure that investment firms make money whether you do or not. And most of the 24/7 talking heads on CNBC and Fox Business serve primarily to terrify and confuse their viewers.\n\nThe individual investor is at a huge disadvantage and it's time for a change. I'm here to help. Like a reformed safe-cracker who now consults with law enforcement

  I understand the sales and marketing gimmicks designed to sell overpriced and misunderstood investment products because that’s what I did for over twenty-five years.\n\nMy goal is to educate and empower people to make wise and profitable decisions about their hard-earned money. Acting as a trusted mentor

  teacher and coach

  my knowledge of the financial services industry provides clients with an easily understood and actionable assessment of their current investment strategy.

  Founder

  I-Pension LLC

• 1986

  Sun Life Financial

  Kastel Capital Advisors

  LLC

  Rydex Investments

  I-Pension LLC

  Sun Life Financial

• 1968

  BA

  English

• \"Going Both Ways\" Trailer

  What if your mind shared two bodies? One male and one female? And they exchanged places every other day? That's the premise of my novel

  Going Both Ways. This unique twist on a familiar conceit (think Big and 13 Going on 30) is driven by a fast-paced storyline and the lead character's journey of insight

  exploration and personal reflection.

  \"Going Both Ways\" Trailer

  \"Going Both Ways\" Trailer

  What if your mind shared two bodies? One male and one female? And they exchanged places every other day? That's the premise of my novel

  Going Both Ways. This unique twist on a familiar conceit (think Big and 13 Going on 30) is driven by a fast-paced storyline and the lead character's journey of insight

  exploration and personal reflection.

  \"Going Both Ways\" Trailer

  20/20 Mind Sight Book Trailer

  http://20-20mindsight.com/ \"20/20 Mind Sight\" grew out of our experiences as corporate executives

  consultants

  life and leadership coaches

  and educators. \"20/20 Mind Sight\" combines real-life examples (both contemporary and historical)

  anecdotes

  worksheets

  questionnaires

  tools and a fluid commentary designed to help identify and create a distinctive mindset that can lead to new levels of personal satisfaction and success.

  20/20 Mind Sight Book Trailer

  20/20 Mind Sight Book Trailer

  http://20-20mindsight.com/ \"20/20 Mind Sight\" grew out of our experiences as corporate executives

  consultants

  life and leadership coaches

  and educators. \"20/20 Mind Sight\" combines real-life examples (both contemporary and historical)

  anecdotes

  worksheets

  questionnaires

  tools and a fluid commentary designed to help identify and create a distinctive mindset that can lead to new levels of personal satisfaction and success.

  20/20 Mind Sight Book Trailer

  \"Still Counting\" The Trailer

  Adam Donatello and Nina Morales share an immediate and powerful attraction

  and their future together seems assured. But love is difficult enough without adding complications - real or imagined - to the mix

  \"Still Counting\" The Trailer

  Serve as a volunteer mentor to help development of high-potential women leaders in major corporations.

  WOMEN Unlimited

  Inc.

  The Women's Organization for Mentoring

  Education and Networking

  Product Marketing

  Integrated Marketing

  Product Management

  Event Planning

  Social Media

  Marketing Management

  Digital Marketing

  Online Advertising

  CRM

  Market Research

  Marketing Strategy

  Competitive Analysis

  Email Marketing

  Copywriting

  New Business Development

  Marketing Communications

  Corporate Communications

  Marketing

  Leadership

  Relationship Management

  Going Both Ways

  After a prolonged rant about how easy women have it

  Patrick awakens as a woman (Trish). But rather than staying a woman

  he’s male one day and female the next. The male and female characters share a single mindset – so Patrick is always in Trish’s head and vice versa.\n\nAs much as Patrick tries to keep his situation private

  he eventually becomes a worldwide sensation sought after by luminaries as diverse as the Pope and Hugh Hefner. While attending a party

  Patrick meets a rap superstar named Gi-Slam. Their connection is immediate and powerful.\n\nGi-Slam’s onstage biker-bitch character contrasts with her genuine girl-next-door persona (Gigi). Gigi is bi-sexual and she has a relationship with both Trish and Patrick. As the relationship with Gigi deepens

  Trish takes her leave and Patrick experiences true love for the first time.

  Going Both Ways

  You are a successful entrepreneur with a brain for business

  but you’re indecisive about marketing and need a guide that will help your company distinguish itself

  inspire customer loyalty and increase profits. Marketing for Rainmakers: 52 Rules of Engagement to Attract and Retain Customers for Life presents practical concepts

  helpful tips and real-life examples to help you take your business to the next level with marketing that focuses on the customers’ needs. Fifty-two business-building ideas will inspire you to take immediate action and develop a marketing mindset.

  Marketing for Rainmakers

  Very few people give a moment's thought to what they believe

  how they're perceived

  and what they want to achieve. It's easy to blame the educational system and its focus on the rote memorization of facts and figures. It's easy to blame the business world for training employees to play nice in the corporate sandbox. And it's equally easy to point a finger at parents who preached

  \"You can be whatever you want to be

  \" but never gave their children the tools to figure out exactly what that might be.\n\nThe focus in school

  business

  and at home has long been on the endgame - i.e.

  an impressive response to the cocktail party query: \"So what do you do?\" In reality

  the response to \"What do you do?\" pales in comparison to such queries as: \"Who are you?\" \"What do you want to achieve with your life?\" and \"Why is that important to you?\" Unfortunately

  few people ask the latter type of questions and the blame falls squarely on the individual. Yes

  your parents

  teachers

  and bosses may have avoided the subject for a thousand different reasons; but you ignore it at your own peril. You ignore it at the risk of living a life that follows blindly rather than leading enthusiastically from your heart

  mind

  and soul.\n\nSuccess and fulfillment in today's world require a strong focus on personal reflection and self-knowledge. 20/20 Mind Sight responds to that need and delivers a powerful kick-in-the-ass

  a solid rationale

  and a practical framework for developing and living a personal game plan that leads to where we want to go.20/20 Mind Sight is much more than a book. It is designed as the starting point in a lifelong journey. The book features more than 25 exercises to help readers explore their core values and aspirations

  develop a meaningful personal brand

  and avoid the life of \"quiet desperation\" that Henry David Thoreau described 160 years ago and is still prevalent today.

  20/20 Mind Sight

  A young couple (Adam and Nina) share an immediate and powerful connection to each other. Nina sees life in a 1000 shades of gray

  while Adam tends towards black-and-white. Their conflict – and the resulting damage to their relationship – revolves around Nina’s bisexuality. Adam somehow equates bisexuality to promiscuity and feels he now has to compete not just with other men but also with every other woman in their circle of friends and colleagues. Nina wants trust

  but Adam delivers irrational jealousy.

  Still Counting

  Craig L. Israelsen

  If you have an employer-sponsored pension plan

  you’re among the lucky few. Traditional pensions–in which retirees were guaranteed an income for life–are a thing of the past. They’ve been replaced by 401(k) and IRA plans that shift the burden of building and managing a retirement nest egg to the employee. The scary part is that most of us are woefully unprepared to handle this responsibility.

  Your Nest Egg Game Plan

  Phil

  Author

  Boston College