HEALEY & ASSOCIATES - Key Persons
Job Titles:
- Account Analyst
- Account Analyst, Retirement Division
Arlene joined Healey & Associates in 2014 with over 15 years of experience in office administration, cost analysis and customer service. As an Account Analyst in our Retirement TPA Department, Arlene's main role is to assist the Retirement Plan Account Managers and monitor annual tasks for our clients. Arlene has completed ASPPA's Pension Administrator courses and continues to attend seminars and classes pertaining to Retirement Plans.
Job Titles:
- Retirement Sales & Service Representative
- Retirement Sales & Service Representative - Retirement Division
Claire Jackson joined the firm in 2013 as a Retirement Sales and Service Representative. She has over 7 years of experience as a financial advisor, and has extensive experience in strategic planning, client development and education services.
Claire helps not for profit and for profit companies design, monitor, and service 401(k), 403 (b), 457 (b), and 457(f) benefits plans for companies, employees and executives. She provides comprehensive retirement and benefit solutions, management, and administration to meet the individual company's needs.
Claire has a BA in Business Administration from Husson University, as well as Series 7, 65, and 63 registrations through FINRA. She lives Hollis Maine with her husband Tom and daughter Danica, and enjoys golfing, skiing, cooking and rollerblading.
Job Titles:
- Benefit Analyst
- Group Benefits Manager
Meghan joined Healey & Associates in March of 2016 as a Benefit Analyst. Prior to joining Healey, she worked as an analyst for a cloud-based EHR company. Meghan's responsibilities include researching, analyzing and organizing insurance carrier quotes. She also designs corporate benefit plans/insurance programs for current and prospective clients. In addition, she is responsible for preparing employee benefit renewal presentations and assisting account managers with customer service issues. She holds a Life and Health Producer License.
Meghan holds a Bachelor's degree in Finance and a Master's degree in Financial Planning both from Bentley University. She currently resides in Portland, Maine.
Job Titles:
- Controller
- Operations Manager
Job Titles:
- Education & Compliance Representative
Job Titles:
- Retirement Plan Account Manager
Wendy joined Healey & Associates in 2002 with a background in management, operations, customer service and human resources. She is a Retirement Plan Account Manager in our TPA department. Wendy has and continues to build strong connections and rapport with her clients through the handling of such duties as IRS and DOL compliance, account valuation, compliance testing, and 5500 reporting. She is recognized by our clients and investment partners for her superior customer service.
She also is Healey & Associates HR Generalist working closely with our employees and management regarding benefits, hiring, employee development and overall client customer service standards.
Wendy has completed ASPPA's Pension Administrator courses and continues to attend seminars and classes pertaining to Retirement Plans, ongoing compliance, and human resources.