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Sullivan Group, Insurance and Risk Management Services
Sullivan Group, Insurance and Risk Management Services
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Staff

Department
  • Senior Management
  • Producers/Principals
  • Risk Management & Commercial Lines Service
  • Personal Lines
  • Claims
  • Finance and Administration
  • Benefits
  • Financial and Retirement Services

Senior Management

John T. Andreoli, MBA, CPCU, LIA - President & CEO  Headshot John T. Andreoli, MBA, CPCU, LIA

President & CEO

Beth Grenier Headshot Beth Grenier

Vice President of Claims

Gary Leger - Chief Financial Officer Headshot Gary Leger

Chief Financial Officer

James J. Smith, CPA - Chief Operating Officer Headshot James J. Smith, CPA

Chief Operating Officer

Producers / Principals

A.J. Andreoli, CPCU – Vice President, Principal Headshot A.J. Andreoli, CPCU

Vice President, Principal

John T. Andreoli, MBA, CPCU, LIA - President, CEO, Principal  Headshot John T. Andreoli, MBA, CPCU, LIA

President, CEO

Gordon C. Lockbaum – Vice President, Principal Headshot Gordon C. Lockbaum

Vice President, Principal

Bernard K. Quinlan, CIC, CRM, CPCU - Vice President, Principal Headshot Bernard K. Quinlan, CIC, CRM, CPCU

Vice President, Principal

Francis P. Shea, CPCU, LIA - Principal Headshot Francis P. Shea, CPCU, LIA

Principal

Peter Sullivan, CIC - Principal Headshot Peter Sullivan, CIC

Principal

William C. Sullivan – Vice President, Principal Headshot William C. Sullivan

Vice President, Principal

John F. Andreoli Headshot John F. Andreoli

Principal

John M Brisbois, CPCU, LIA - Vice President, Principal Headshot John M. Brisbois, CPCU, LIA

Vice President, Principal

Martin Buckoski - Vice President, Principal Headshot Martin Buckoski

Vice President, Principal

John A. Diercks, ARM, CIC – Vice President, Principal Headshot John A. Diercks, ARM, CIC

Vice President, Principal

Jeffrey C. Mackie - Vice President, Principal Headshot Jeffrey C. Mackie

Vice President, Principal

Scott D. Nou – Vice President, Principal Headshot Scott D. Nou

Vice President, Principal

Ryan K. Prentis, CPCU - Vice President, Principal Headshot Ryan K. Prentis, CPCU

Vice President, Principal

Sean C. Quinlan, CLCS, CRIS – Vice President, Principal Headshot Sean C. Quinlan, CLCS, CRIS

Vice President, Principal

Peter M. Russell, LIA - Vice President, Principal Headshot Peter M. Russell, LIA

Vice President, Principal

Owen Shea Headshot Owen Shea

Principal

Terrence G. Sullivan, CPCU, MBA, LIA - Vice President, Principal Headshot Terry Sullivan, CPCU, MBA, LIA

Vice President, Principal

Arthur J. Andreoli Headshot Arthur J. Andreoli

1936-2014

William F. Sullivan Headshot William F. Sullivan

1927-2012

Risk Management & Commercial Lines Service

James J. Smith, CPA Headshot James J. Smith, CPA

Chief Operating Officer

Sarah Bard Sullivan, CPCU Headshot Sarah Bard Sullivan, CPCU

Vice President, International Commercial Brokerage

Tobey Belton, Jr. Headshot Tobey Belton, Jr.

Account Executive

Ronnie Callahan Headshot Ronnie Callahan

Account Executive

Linda Caprarella, CIC, CRIS, AAI, AU Headshot Linda Caprarella, CIC, CRIS, AAI, AU

Vice President

Zach Chandler, CIC, CRM, CISR Headshot Zach Chandler, CIC, CRM, CISR

Account Executive

Amy Colella Headshot Amy Colella

Account Executive

Hillary Desir, LIA Headshot Hillary Desir

Account Executive

Christine Desrosiers, AAI Headshot Christine Desrosiers, AAI

Account Executive

Kristie Doyle, CIC, CISR, CCLP Headshot Kristie Doyle, CIC, CISR, CCLP

Account Executive

Denise Galante, AAI Headshot Denise Galante, AAI

Account Executive

Breanne Gosler Headshot Breanne Gosler, CLCS

Account Representative

Kellie Hanscom Headshot Kellie Hanscom

Account Executive

Maggie Johnson Headshot Maggie Johnson

Account Executive

Kristopher Kelmer, CPCU, AINS, CIC Headshot Kristopher Kelmer, CPCU, AINS, CIC

Account Executive

Bonnie Larue, CISR, CPIA, CRIS Headshot Bonnie Larue, CISR, CPIA, CRIS

Account Executive

Matthew Lorrain Headshot Matthew Lorrain

Account Executive

Marcia McKenney, AAI Headshot Marcia McKenney, AAI, CRIS, MLIS

Account Executive

Janet Oxman, CPCU, CIC Headshot Janet Oxman, CPCU, CIC

Vice President

Personal Lines

Barbara Amankwah, CISR Headshot Barbara Amankwah, CISR

Account Executive

Allison Berryman Headshot Allison Berryman

Account Executive

Matthew Bryan Headshot Matthew Bryan

Account Executive

Monica DiPietro, MBA, CISR Headshot Monica DiPietro, MBA, CISR

Account Executive

Ashley Garcia Headshot Ashley Garcia, MBA

Account Executive

Timothy Gleason Headshot Timothy Gleason

Account Executive

Timothy P. Riordan Headshot Timothy Riordan

Account Executive

Matthew Sacco Headshot Matthew Sacco

Account Executive

Claims

Beth Grenier Headshot Beth Grenier

Vice President of Claims

Kathy Couture Headshot Kathy Couture

Claims Representative

Mary Beth Woodward Headshot Mary Beth Woodward

Claims Representative

Finance and Administration

Gary Leger Headshot Gary Leger

Chief Financial Officer

Christine McCarthy Headshot Christine McCarthy

Bookkeeper

Mary McGrail, MBA Headshot Mary McGrail, MBA

Director of Marketing & Communications

Jayanne Clark Headshot Jayanne Clark

Receptionist

Benefits

 

Sullivan Benefits serves the health and welfare employee benefit needs of today’s mid-sized employer. Headquartered in Marlborough, they focus on supporting New England based employers that span from single-location to dozens across the country. Every employer has a different set of circumstances and often a different set of challenges. They tailor their solutions, approaches, and resources to achieve the best possible outcomes for each of our clients.
 

Specialties include:  Employee Wellness Programs, Employee Benefits Communication, Legislative Compliance, Form 5500 and SAR Preparation, COBRA Administration, Employee Benefits, Group Insurance, Self-Funding, Human Resources, and HR Technology.

 

Learn more about Sullivan Benefits

 

 

Chrystine M. Heier, CEBS, LIA – Principal & Owner Headshot Chrystine M. Heier, CEBS, LIA

Principal & Owner

Nan Maley, RN – Director of Corporate Wellness Headshot Nan Maley, RN

Director of Corporate Wellness

Financial and Retirement Services

 

William F. Sullivan Financial Services, Inc. focuses on financial planning and employee benefit programs. Group benefit plans include medical, dental, life, disability, vision, retirement, and 401k plans for companies. They also provide life, disability, and nursing home insurance to individuals along with a variety of other investment offerings to help achieve retirement and other long term goals.

 

Managed Wealth Strategies, LLC, an insurance and financial services firm located in Worcester and Northboro, Massachusetts that specializes in Wealth Building and Protection Planning and Key Executive Benefits for working and retiring Business Owners and Business Executives. They also specialize in Personal Individual management using a strategic financial engineering process striving to create maximum financial balance and efficiency through strengthening cash flow strategies and asset growth, while minimizing overall risk through all stages of one's financial life.

Donald P. Gaskell, CLU, ChFC - President Headshot Donald P. Gaskell, CLU, ChFC

President - William F. Sullivan Financial Services

Mark W. Smiley - President, Principal Headshot Mark W. Smiley

President, Principal - Managed Wealth Strategies, LLC

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