CGI - Key Persons
Job Titles:
- SENIOR BENEFITS CONSULTANT
Job Titles:
- CERTIFIED BENEFIT CONSULTANT
Job Titles:
- BUSINESS INSURANCE ADVISOR
Dan's extensive experience in the insurance industry began upon his graduation from the Whittemore School of Business at UNH. After working seven years with a smaller agency, Dan started CGI in 1997 with a focused vision to revolutionize the way Employee Benefits are delivered. Through constant reinvestment and innovation, CGI has experienced exponential growth and is now the largest Employee Benefits firm in New Hampshire.
Dan is an active member not only in the insurance industry, but in the business community as well. He serves on the advisory boards of Harvard Pilgrim, Anthem BCBS and Tufts Health Plan and works closely with them in developing and implementing local product offerings.
In addition to being an influential leader, he is also committed to supporting the local community. Dan is involved in several philanthropic endeavors, and is honored to serve on several boards and committees across the state including The Moore Center, BIA of New Hampshire and NH Business Committee for the Arts.
Job Titles:
- VICE PRESIDENT of PROPERTY & CASUALTY
- VICE PRESIDENT, P & C DEPARTMENT
Dave is graduate from the University of New Hampshire Whittemore School of Business & Economics with a Bachelor's of Science degree. Dave joined the CGI team in 2015 and oversees the Property& Casualty Division. With over a twenty years of insurance experience, Dave works with his Commercial Insurance clients as a consultative partner offering them sound strategies to manage business risk. He also holds his Certified Insurance Counselor (CIC) designation.
Dave is a licensed insurance agent in property/casualty and life, accident and health. This dual licensure offers clients a one-stop solution to a full range of business exposures. Dave utilizes state-of-the-art technology that helps his clients pinpoint cost drivers in their workers' compensation program, which can reduce losses and ultimately reduce premiums.
Prior to joining the Agency side in 2006, Dave supervised liability claims for MetLife Auto and Home Insurance. With this experience, Dave offers his clients comprehensive claims expertise and an in-depth knowledge of loss control practices. This allows him to help his clients better manage and reduce their risk. Dave works with middle-to-large commercial accounts throughout New England. He is an active member of several chambers of commerce and associations.
Job Titles:
- VICE PRESIDENT of PAYROLL OPERATIONS
David is a Certified Payroll Professional (CPP) with the American Payroll Association. He has 25+ years of comprehensive experience in Payroll Administration. David joined the CGI team in February 2018 and oversees the entire Payroll Division. He has extensive knowledge in payroll processing, multi-state taxation, payroll conversions, HCM system integration and has also become well versed in ACA reporting requirements. David is an Enrolled Agent with the Internal Revenue Service.
Prior to joining CGI, David spent the past 14 years as the Director of Operations for a locally owned Payroll Service Provider based in Manchester, NH with clients across 44 States, and previously served as the Corporate Payroll Manager for a national health care corporation headquartered in Boston, MA. David has a passion for payroll and understands the direct impact it has on individuals and business owners alike.
Job Titles:
- CLIENT and EMPLOYEE SUPPORT LEAD / HUMAN RESOURCES SPECIALIST
Job Titles:
- SENIOR BENEFITS CONSULTANT
Job Titles:
- DIRECTOR of BUSINESS DEVELOPMENT
Job Titles:
- PERSONAL LINES ACCOUNT MANAGER
Job Titles:
- SENIOR BENEFITS CONSULTANT
Job Titles:
- OPERATIONS MANAGER, P & C DEPARTMENT
Job Titles:
- SENIOR BENEFITS CONSULTANT
Job Titles:
- BENEFITS TECHNOLOGY MANAGER
Job Titles:
- SENIOR BENEFITS CONSULTANT
Job Titles:
- SENIOR BENEFITS CONSULTANT
Job Titles:
- SENIOR BENEFITS CONSULTANT
Job Titles:
- SENIOR BENEFITS CONSULTANT
Job Titles:
- VICE PRESIDENT / PENSION CONSULTANT
With over two and a half decades of experience, Ryan is a respected financial planner with a proven track record of helping individuals and businesses reach their financial goals. He began his career in investment sales in 2000 before joining CGI in 2003, and since then has built a reputation for delivering expert financial advice and guidance.
As a Certified Financial Planner (CFP), Ryan offers a unique combination of technical knowledge, expertise, and commitment to his clients. He specializes in the review and implementation of 401(k) and retirement plans and provides comprehensive financial planning services to help his clients reach their long-term financial objectives. With his deep understanding of financial markets, his clients trust Ryan to help them make informed decisions about their finances and secure their financial future.
Ryan holds a Bachelor's Degree from the University of New Hampshire and is licensed in life & health insurance. He is also FINRA Series 7, 63, 24, and 65 licensed, and holds the Qualified Plan Financial Consultant designation from the American Society of Pension Professionals and Actuaries.
Outside of work, Ryan lives in Bedford, NH with his wife Nichole and their son. As a family, they enjoy spending time at Lake Winnipesaukee in the summer and skiing in the winter. They are deeply rooted in their community and are committed to making the most of their free time and enjoying all that New England has to offer.
Job Titles:
- SENIOR BENEFITS CONSULTANT
Job Titles:
- BENEFITS ADMINISTRATION OPERATIONS LEAD
Job Titles:
- COMMERCIAL ACCOUNT MANAGER
Job Titles:
- BUSINESS INSURANCE ADVISOR
Job Titles:
- HUMAN RESOURCES CONSULTANT
Job Titles:
- BUSINESS DEVELOPMENT & IMPLEMENTATION MANAGER
Job Titles:
- HUMAN RESOURCES CONSULTANT