February 22, 2012
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Richard E. Berlin Jr.
Chief Executive Officer
Phone: (978) 548-3737
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 Richard E. Berlin, Jr.founded Felton & Berlin Insurance Services Inc. in 1984. Prior to Felton & Berlin, Richard worked for four years as a life insurance specialist, packaging Universal Life insurance products for applications in the realm of charitable endowment giving. While continuing to service Felton, Berlin & Erdmann's clients diverse needs, he has expanded his practice to include the design, sale and servicing of personal and commercial property and casualty products. Richard's clientele is national in scope with a heavy emphasis on personal insurance in New York and Connecticut.
Richard has served for six years as a trustee of the Brookwood School in Manchester, Massachusetts and currently sits on the boards of the Quebec Labrador Foundation in Ipswich, Massachusetts and the Groton School in Groton, Massachusetts. Richard also served for eight years as the New England Regional Enrollment Director for Dartmouth College. |
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Robert H. Erdmann ARM
President
Phone: (978) 548-3740
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 Robert H. Erdmann has spent almost his entire career in the insurance business and received his Associate in Risk Management designation in 1999. Prior to joining Felton & Berlin, he spent 13 years with Marsh USA, Inc., the last 6 as a Senior Vice President and Office Head of the Boston Private Client Services Marsh Office. He is an active member of the Boston Estate Planning Council, a former member of the Professional Advisors Committee for the Boston Foundation and formerly sat on the Friends Board of the Northshore Educational Consortium. He is a graduate of Choate Rosemary Hall and Colby College.
Email: rerdmann@feltonberlin.com |
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Timothy B. DeRosa
President, Platinum Partners Insurance Services, A Division of Felton & Berlin
Phone: 978-548-3790
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 Tim serves as the President of the firms wholesale operation, Platinum Partners Insurance Services. In this capacity he is responsible for all day to day operations of this specialty wholesale operation whose sole focus is to work with independent insurance agents across New England in placing Property & Casualty coverage for affluent personal lines customers.
He joined the firm from the Chubb Group of Insurance Companies where he spent nine years, most recently as Assistant Vice President and Regional Personal Lines Manager in Chubb's Boston office where he oversaw operations for personal lines marketing in Massachusetts, Rhode Island, Maine and New Hampshire. He has also held various positions within Chubb's Personal Lines Division in New Jersey, including New England Regional Underwriting Manager and Connecticut Territory Manager. Tim is a member of the Boston Estate Planning Council and has also been involved with the Family Office Exchange. |
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Lyn Hoskinson CIC
Chief of Operations
Phone: (978) 548-3701
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 Lyn joined Felton & Berlin in 1989. She has been in the insurance industry since 1973. She spent the first 12 years working for Hartford Insurance and AIG Insurance Company as a multi line claims adjuster. Since then she has been on the agency side handling Commercial Lines Accounts until becoming the Chief of Operations of Felton & Berlin in 2000. |
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Ford Spalding
Business Associate
Phone: (978) 548-3750
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 Ford Spalding has been in the insurance and benefits business for over thirty years.
Ford is active in the community of Dover, Massachusetts as a former member and Chairman of the Warrant Committee (Finance), Board of Selectman, Dover Housing Partnership Committee, and Dover Sherborn Regional School Committee. He was Chair of the $40m Dover Sherborn Regional School Building Committee. He is a member of the Dover Board of Fire Engineers. He is a former Board member and Chairman of the Smaller Business Association of New England (SBANE). He serves on the Minuteman Regional Highschool Committee. |
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Jessie Ellis
Phone: 978-548-3733
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 A licensed broker since 1983, Jessie has been a valuable and exceptionally skilled member of the Felton & Berlin team since 1996. Jessie has brought both company and agency experience to her position as an Account Manager. She began her career with the Commercial Union Insurance Company, followed by senior positions at two national brokerage firms. |
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Jay Brancaleone
Phone: 978-548-3728
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 Following his graduation from Wheaton College in 2002, Jay took a position in Connecticut with
The Chubb Group of Insurance Companies as a Personal Lines Appraiser. Returning to
Massachusetts in 2005, Jay worked for Marsh USA in the Casualty Practice before becoming a member of Felton & Berlin’s staff as a licensed Account Manager in 2007. Jay is a private pilot and enjoys spending his weekends flying. |
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David Doyle
Phone: 978-548-3723
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 A licensed broker and twenty year Felton & Berlin Account Manager, Dave’s lengthy experience is a valuable asset to the firm and his clients. He came to Felton & Berlin with a background in life insurance sales and property & casualty account service. A voracious reader, Dave is a history enthusiast. |
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Lindsay Towle
Phone: 978-548-3743
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 In 1999 Lindsay began her insurance career in the personal lines department of the Electric Insurance Company where she serviced clients throughout the United States. Then, after several years with a local North Shore Agency, Lindsay joined Felton & Berlin in July 2008 as an Account Manager. A licensed broker, Lindsay is working toward her CIC designation. |
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Cathleen Viator
Phone: 978-548-3774
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 Cathleen joined Felton & Berlin in 2001 as an Account Manager. A licensed broker, she brings over twenty years of experience to the firm with a specialization in Personal Lines Property & Casualty insurance. Cathleen is a member of the Thomson Country Club where she enjoys playing golf with her sons. She also enjoys skiing, gardening, and art. |
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Sue Sheehan
Phone: 978-548-3747
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 With a business background as an Executive Assistant, Sue joined the Felton & Berlin team in 2004. She is responsible for assisting the Account Managers. Sue and her family enjoy vacationing in Maine where they engage in many outdoor activities. |
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Tammy Hall
Phone: 978-548-3707
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 Tammy began her insurance career over twenty years ago as a Company claims adjustor. She continued to specialize as a claims representative at the Agency level before joining Felton & Berlin in 2007. Tammy assists the Account Managers with a variety of tasks. |
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Kathy Henry
Phone: 978-548-3720
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 A licensed broker for over thirty years, Kathy became the second full time employee of Felton & Berlin in 1987. Her responsibilities changed as the firm grew and she has held a variety of positions. A member of the Personal Insurance team, she specializes in Massachusetts automobile. Kathy is an avid gardener. |
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Chrissy Fritz
Phone: 978-548-3717
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 A member of the Felton & Berlin team for over twenty years, Chrissy began her tenure as an Administrative Assistant. Having held several positions in the firm, Chrissy has been Felton & Berlin’s Finance Administrator since 2000. Chrissy enjoys skiing with her family, and gardening. |
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Thad Steward
Phone: 978-548-3710
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 Over fifteen years of insurance experience and an extensive knowledge of computers contribute to Thad’s success as Felton & Berlin’s Systems and Technology Coordinator. Thad manages all aspects of the firm’s automation and reinforces Felton & Berlin’s commitment to information management. An accomplished Chef, Thad caters many Felton & Berlin luncheons. |