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Education

The Johns Hopkins University

BSBA- Marketing, Finance, Sociology- Babson College; MS- Substance abuse/ Addictions counseling- Loyola University of Maryland; MSW- Family therapy, Human development, Systems theory- University of Maryland Baltimore; MS- Applied behavioral science, organizational development, and fellow in change management- The Johns Hopkins University

Specialization:

Family Business; Family Business Performance Coach; Family CEOs; Privately Held Company; Coaching Executive Business Leaders; Certified Executive Life Coach; Team Alignment Performance; Leadership Integrative Accountability Alignment; Organizational Development; Harmonious Family Communications; The Human Side of Succession Planning

Biography

Terry Schaefer is the President, CEO, & Founder at Easy Associates, Inc. where he coaches privately held companies & family operated businesses. Terry completed three Master’s Degrees in nine years. His areas of study include marketing, finance, and sociology Bachelor’s degrees from Babson College, as well as Master’s degrees in Substance Abuse and Addictions Counseling from Loyola, University of Maryland, Family Therapy, Human Development, and Systems Theory from the University of Maryland Baltimore, and Applied Behavioral Science, Organizational Development, and Fellow in Change of Management from Johns Hopkins University. Terry hopes to continue to share his extensive experience coaching families about passing a business from one generation to the next. In his free time he enjoys sailing, skiing, snowboarding, and travel. He is affiliated with the International Coach Federation and Center of Credentialing & Education. Terry is excited to expand his connections within the Bristol community by networking with other like-minded individuals.

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CEO
High Tech Innovations, LLC
Information Technology and Services
Milburn, NJ
Partner
Sager Legal Advisors LLP
Law Practice
Vancouver, NJ
General Counsel
Westlands Water District
Government Administration
Carmichael, CA
President and CEO
Compliance Matters LLC
Financial Services
New York,
Vice President, Quality, Research & Measurement
URAC
1220 L Street, NW, Suite 400, District of Columbia
Chair, Fine Arts Department
School of Visual Arts
Fine Art
NYC, NY
Senior Adviser, International Affairs
US DOJ-ATF
Government Administration
Washington, DC
Chairman of Surgery
Maimonides Medical Center
Medical Practice
Brooklyn, NY
Writer / Producer / Director / Editor
LoftonFilms
Marketing and Advertising
Laurel, Maryland
Managing Deputy Regional Director of Southern Africa
CARE International
International Affairs
Atlanta,
Client Engagement Manager
Amitech Solutions
Information Technology and Services
St. Louis, MO
Partner
Ropes & Gray LLP
Law Practice
Boston, Massachusetts
Managing Director
The Elizabeth Taylor AIDS Foundation
Non-Profit Organization Management
Santa Monica, CA
Marketing Director
Metro S.A.
Retail
Athens,
Clinical Solutions Representative
Intuitive Healthcare Solutions
Medical Devices
Ft Worth, TX
CEO
IMMERGE
Marketing and Advertising
Greenwood Village, Colorado
Agency Director
Liberty National Life Insurance Company
Insurance
Denver, CO
Owner/Consultant
Farm, Forest, and Fiddlehead Consulting
Environmental Services
DeRuyter, NY
CEO / Founder
easy associates, Inc.
Environmental Services
Baltimore, MD
Regional Director; Citrus & Hernando Counties
HPH Hospice & Home Care, Inc.
Environmental Services
Baltimore, MD
Founder/CEO
Affordable Furniture Mfg. Co.
Furniture
Tupelo,
Director
Juniper Networks
Telecommunications
Denver, CO
Owner
Mutual Tool & Design Co
Machinery
Highland, MI
Physical Security Project Manager
King County
Security and Investigations
South Eats Everett, WA
Head of Training and Research Modular Service Coordination
National Medical Center "20 de Noviembre", Mexico
Medical Practice
Mexcio City, WA
CDO
Hanson Design
Marketing and Advertising
Philly, PA
Medical Director
Capital Primary Care Inc
Hospital & Health Care
Gettysburg, MD
Service and Support Country Manager
Agilent Technologies Brasil Ltda
Electrical/Electronic Manufacturing
Saul Paulo, MD
Entertainer
Broadway Century Productions, LLC
Entertainment
Lauderdale by the Sea, MD
CIO
Seal Industries
Oil & Energy
Ennis, TX
Lawyer
Findlay Law Offices
Law Practice
Hamilton, Ontario, TX
CFO
United Real Estate Holdings
Financial Services
Kansas City, MO
Managing Director
Golden Coast FZE
Retail
Sylvania, OH
VP FEderal Business Development/CISO
Healthcare IT
Information Technology and Services
West Munster, MD
Managing Consultant
Meant Projects
Management Consulting
Staffordshire, MD
Managing Principal
Palisades Capital Realty Advisors
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Pacific Palisades, California
Managing Partner
Diemer, Whitman & Cardosi
Law Practice
San Jose, CA
Corporate Compliance and Privacy Officer
Dimensions Healthcare System
Public Policy
Hyattsville, MD
Owner/Principle
McGrath Media Productions
Public Policy
San Antonio, TX
Instructor in Pathology (former); Psychologist (current)
Dept. of Pathology, Harvard Medical School
Mental Health Care
Cape Coral, FL
Chief Operating Officer
The Windquest Group
Investment Management
Grand Rapids, MI
Real Estate Broker/Partner
Chin MacQuoid Fleming Harris / Berkshire Hathaway Home Services
Investment Management
Park City, UT
Managing Member
Perkins, Smith & Associates
Hospital & Health Care
Louisville, Kentucky
General Manager
LSS Professionals
Management
Edificio Río Oeste, Cali,
Executive Vice President
Symbionce LLC
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Cleavland, Tennessee
Corporate Project Director, Large Projects
ABB
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Sugar Land, TX
CEO
Krause Investment Advisory Group, LLC
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Professor of Education - Retired; Real Estate Investor
Richland College of the Dallas County Community College District; Self-Emplyed
Higher Education
Sachse,
Writer
Self
Writing and Editing
Montibello, NY
Vice President, Global Quality
Coloplast A/S
Medical Devices
Humlebaek, NY
Managing member
Gymer Images LLC
Photography
Gordon, Nebraska
Regional Director
WoodmenLife
Financial Services
Omaha, Nebraska
President
Lake-Sumter State College
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Lessburg,
Foreign Service Officer
USAID
Government Administration
Washington, DC
VP & General Counsel
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Non-Profit Organization Management
Swarthmore , Pennsylvania
Chairman & CEO
O'Shaughnessy Asset Management LLC
Financial Services
Stamford, CT
Of Counsel
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Tacoma,
Shareholder
Meier, Bonner, Muszynski, O'Dell & Harvey, P.A.
Law Practice
Apopka, Florida
President and Medical Director
Advanced TMS & Biobehavioral Centers
Medical Practice
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Sole Proprietor/Writer/Editor/Contributing Feature Writer
A. Communication Service/Sceneazine Magazine
Writing and Editing
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CHRO (Chief Human Resources Officer)
Cinepolis
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Cd. Satelite, MEX
EVP, Chief Credit Officer
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Chaska, MN
Founder
Chicago Compass Counseling, LLC
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Chicago, Illinois
President
TRACIP
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Messein, Illinois
Assistant Headmaster/Director of Athletics
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Education Management
Monticello, GA
Regional Vice President
Advisors Capital Management
Financial Services
Fairfield, Connecticut
Partner
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Law Practice
Topeka, Kansas
Adjunct professor
Ana G. Mendez University
Education Management
Mount Airy, MD
OPERATIONS MANAGER
CNS INTERNATIONAL
Education Management
Mount Airy, MD
Owner
Bruce D. Nagel Architect
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East Quogue, NY
Attorney
Storer & Miner, PLLC
Law Practice
Middletown, Idaho
Chief Operating Officer
TranSigma
Management Consulting
Shelton, CT
Vice President and Chief Integration Officer
Baker Hughes Inc.
Houston,
Chairman and CEO
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Attorney
Law Office of Kevin L. Mosley
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Little Neck, NY
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Human Resources
Scotland, NY
Pastor
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Religious Institutions
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Executive Director LAC
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Professional Training & Coaching
Buneas Aires, FL
Vice President Human Resources
Park Place Dealerships
Automotive
Dallas, Texas
Chairman
Refoudning a Bold America
Biotechnology
Dallas, CA
President & Chief Technologist
White IEQ Consulting
Midland,
Controller
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Accounting
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Volunteer
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Miami, FL
President
KHovnanian Southern California
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Engineering Director
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San Jose, FL
SVP and Chief Medical Officer
Nebraska Medicine
Omaha, Nebraska
Conductor, Composer, Arranger, Producer, Pianist
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Branch Lead
Intelligent Software Solutions
Music
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Concert Pianist and Conductor
Kenn Gartner Concerts Inc.
Music
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Gynecologic Sonologist
North Shore LIJ Health System
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Great Neck, NY
Chairman
Ima design
Architecture & Planning
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Commissioner
Advisory Neighborhood Commission
Government Relations
Washington, DC
Senior Advisor
Sykehuspartner HF
Stabekk,
Security Design Specialist
Austin Water Utility
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Kyle,
General Counsel, Secretary
Telgian Corporation
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Washington DC, WA
Chair, Information Technology and Cybersecurity
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Managing Partner/Shareholder
Sacks Tierney P.A.
Plastics
Arnold, MD
Managing Partner
ALC
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Grapevine, TX
Partner / CMO
EY / Ernst & Young
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New York, New York
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Providica Medical LLC
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Round Rock, Texas
Managing Partner
Providica Medical LLC
Management Consulting
Highgate, London, Texas
Managing Partner
Providica Medical LLC
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Greenville, NC
Managing Partner
Providica Medical LLC
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FPO AE, NC
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Providica Medical LLC
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Belvedere British School - Abu Dhabi
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Danbury, CT
Vice President of Finance
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Electrical/Electronic Manufacturing
Santee, CA
Attorney at Law
Law Offices of Gerald T. Richards
Legal Services
Hercules, CA
Principal
Avison Young
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Vancouver, CA
Senior Litigation Partner at the Firm
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London Ontario, Ontario
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Co-Director Reiner Center of Behavioural Medicine
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NYC, NY
President
Tomoe Engineering USA, Inc.
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Liberty, TX
Principal
Woodley Farra Manion Portfolio Management
Investment Management
Indianapolis, Indiana
Global Business Services Partner and U.S. Banking lead
IBM
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Dallas, TX
Director, Retail Accounting
Ahold USA Retail
Financial Services
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Vice-President, Finance & Controller
Enirgi Group Corporation
Mining & Metals
Ajax, Ontario, PA
Mediator
Stout Mediation Services
Legal Services
Palo Alto, CA
President
Templeton & Company, LLP
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West Palm Beach, FL
Chief Information Officer
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Alpharetta, Georgia
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Bolder Healthcare Solutions
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Monrovia, CA
Chief Information Officer
Bolder Healthcare Solutions
Civil Engineering
Monrovia, CA
Managing Partner
PPO Standards LLC.
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Director of the Faculty of Actuarial Sciences
Anahuac University
Higher Education
Huixquirlucam, Minnesota
Executive Director
EDCTP
Research
The Hague,
CEO
Smoothie King Franchise, Inc
Food & Beverages
Metairie, LA
Owner
DAO Technologies LLC
Information Technology and Services
Philidephia, PA
Business Owner / Coach
Quest Swimming, Inc., SwimMetro Management, Inc., SwimMetro Construction, Inc., SwimQuest Ventures,
Midlothian, Virginia
Director of Business Development
Technology Industry Professonal Services LLC
Lexington, SC
Principal
Inside Source
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San Leandro, California
Consultant
Istiklal Hosital
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Jordan, California
VP Cloud Business Unit
MicroStrategy
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President
Southeastern Bible College
Education
Birmingham, Alabama
Senior Vice President / General Manager
Gigantic color
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Dallas, Texas
CEO
Guerra Family Office
Information Technology and Services
Huixquilucan, Texas
Consultant Gender mainstreaming and Rural empowerment
CODERSA
Renewables & Environment
Guatemala City, Texas
General Manager
ACTenviro
Environmental Services
Sunnyvale, California
Senior Wealth Advisor
Insight Private Advisors
Financial Services
Flemington, NJ
Print Media Director
KZSW Advertising
Marketing and Advertising
Flushing, New York
Founder/President
K-24 Continuum Academic Partners, LLC
Education Management
Port St. Lucie, Florida
Director
XTid Associates ltd
Architecture & Planning
London,
Executive Director of Process Technology
Fluor Corporation
LaPorte, Texas
Senior Associate Athletic Director
San Jose State University
Education Management
Aptos,
Regional Director
AIA Group
Insurance
Singapore,
Criminal & Traffic Defense Trial Lawyer
Ticket Law Center, A Criminal Defense Law Firm
Legal Services
Miami, Florida
Owner, Inventor, Co-creator
Quantum Sound Therapy
Health, Wellness and Fitness
Port Saint Lucie, FL
Accountant
MZ SERVICES
Accounting
Pasadena, California
Chief Executive Officer
Onepath Systems, LLC
Information Technology and Services
Atlanta, GA
Managing Director CFO
Physik Instrumente (PI) GmbH & Co. KG
Nanotechnology
Karlsruhe, GA
Retired Warden
Federal Bureau of Prisons
Government Administration
Franklinton, NC
Environmental Specialist
Ministry of Municipality and Urban Planning
Environmental Services
Qatar, NC
President and Chief Learning Officer
Institute for the Prevention of In-Custody Deaths
Professional Training & Coaching
Henderson, NV
SVP and Chief Product Officer
SilkRoad Technology, Inc.
Engineering
Half Moon Bay, CA
Senior Vice President/Partner
Aon
Human Resources
Wickatunk, NJ
CEO
High Tek Computer Solutions S.A,
Technology
Mexico City, DIF
Internal Auditor
SuKarne
Food Production
Mexico City, DIF
CEO
Azimuth Energy
Oil, Gas, Energy
Houston, TX
Deputy Principal
Epping Boys High School
Education Management
East Gosford, NSW, TX
Director- Principal
Ami Foundation
Education Management
Kirkkonummi,
Consulting Engineer
Cosgrove Computer Systems Inc.
Computer Software
Playa del Rey, California
President
GAL Power Systems
Machinery
Toronto, Ontario
Director of Advisory Services
PricewaterhouseCoopers
Information Technology and Services
Toronto, Ontario
Vice President of Marketing and Communications
Maguire Associates
Westford,
CEO
Antenna Magic LLC
Telecommunications
Morgan Hill, CA
General overseer
Global Humanitarian Surround Care and Mobile Telemedicine Initiative
Philanthropy
Rochester, NY
CEO
Total Choice Tech Solutions
Information Technology and Services
Houston, Texas
Asst. Director of Pharmacy for Clinical Services
Chambersburg Hospital
Hospital & Health Care
Chambersburg, Pennsylvania
Attorney
Anderson Law Firm
Legal Services
St. Charles, MO
Chief Executive Officer
Arkansas Sheriff's Youth Ranches
Non-Profit Organization Management
Statesville, Arkansas
Operations Development Director EMEA
Bacardi
Wine and Spirits
Cruzmanca, Arkansas
Pharmaceutical Partner Executive
Baxter International
Military
Grayslake, IL
Chairman
Oldbridge Invest LLC
Investment Management
Aub Dhabi,
Owner President
Redwings SA de CV
Aviation & Aerospace
Arcola, TX
Founder / CEO
Insights Without Borders LLC
Management Consulting
Katy, Texas
Vice President - Solutions Sales
Wells Fargo & Co. Bank
Banking
Dallas, Texas
VP, Application Manager
TD Bank
Banking
Wells,
Founder and CEO
Constantine's Enterprise
Education
Gainesville, VI
Managing Director
Fulcrum Capital LLC.
Financial Services
Whitehouse, VI
Principal Hydrogeologist - President
Water Resources Associates, Inc.
Mining & Metals
Ventura, CA
Senior Vice President
The Camden Group
Hospital & Health Care
Pasadena, CA
GP Dentist
Ambulatory Healthcare Services- UAE
Health, Wellness and Fitness
Abu Dhabi, CA
Psychotherapist, Coach, Intercultural Trainer, Global Management Consultant
2 companies: Mazak Global Management; Innercall: Personal and Transpersonal Development
Management Consulting
Norwalk, California
Reader in Restorative Dentistry
University of Bristol
Higher Education
Eidenburgh, California
Partner
Recomservice HVAC and BAS Maintenance Services
Mechanical or Industrial Engineering
Washington, DC
Senior Partner
Ursel Phillips Fellows Hopkinson LLP
Law Practice
Washington, DC
President
To Catch the Light of Peace Let Freedom Ring, Inc.
Fine Art
New York, NY
Executive Director
Idaho Lions Sight and Hearing foundation Inc.
Non-Profit Organization Management
Boise,
Vice President, Workforce Analytics
Credit Suisse
Financial Services
New York, NY
Professor Emeritus (Pharmaceutics)
Creighton University
Pharmaceuticals
Santa Fe, New Mexico
President
LIbertas, LLC
Public Relations and Communications
Cincinnati, OH
Professor
Instituto Superior Técnico
Semiconductors
Alcabideleche, OH
General Manager
Gaman Consulting
Management Consulting
La Molina, OH
CMO & SVP Niche Media
Chicago Tribune Media Group
Publishing
Chicago, IL
Director
Khansaheb Civil Engineering
Construction
Dubai, IL
Dean, Retired
Bowman Gray School of Medicine, Wake Forest University
Education Management
Duxbury, MA
Partner; Managing Director
Krane Fund Advisors, LLC
Financial Services
Irvine, California
writer and retired teacher
N/A
Publishing
Jenkintown, PA
President and Founder
Tingley Systems, Inc.
Information Technology and Services
San Antonio, FL
Professor Emeritus
University Hasselt Belgium
Education Management
Hoepertingen, VLI
Managing Director
Hogg Fachübersetzungen
Translation and Localization
Osnabrueck,
Managing Director, Owner & Founder
SKDUK Asociates Ltd
Defense & Space
Eastrop Highworth,
Vice President
Service Software
Information Technology and Services
Denver,
Senior Specialist, Evaluation & Impact
The Global Fund
Health, Wellness and Fitness
Long Island City, New York
Founder and CEO
Arizona Myeloma Network, AzMN
Non-Profit Organization Management
Glendale, AZ
President
SUNY Broome Community College
Higher Education
Binghamton, NY
Professor of Chaplain Ministries
Columbia International University
Religious Institutions
Blythewood,
Company Director
Fetchapet
Translation and Localization
Colchester,
President
Groupe conseil Stratégis
Consulting
Montreal, Quebec
cfo
benlee
Renewables & Environment
Romulus, MI
Professor
Lund University
Packaging and Containers
Molnicke, MI
Owner
The Ferris Law Firm
Law Practice
Denver, Colorado
Founder
Thai Taco
Leisure, Travel & Tourism
Ventura, CA
Director
Mayfield CA Ltd
Architecture & Planning
Chesterfield, CA
Consultant
Steven A. Horn Consulting
Management Consulting
Nanaimo, Brtish Colombia,
VP of Business Operations
Comfort Star HVAC
Staffing and Recruiting
Nanaimo, Brtish Colombia,
General Counsel
Avasant, LLC
Staffing and Recruiting
Los Angeles, CA
Chief Financial Officer
radius financial group inc.
Real Estate
Boston, MA
President
Bellwether Design LLC
Design
Tulsa, AZ
General Counsel
Resolution Portfolio Management & Oversight, LLC
Real Estate
Deerfield Beach, FL
Managing Partner
ConnorsO'Dell LLP
Real Estate
Exton, PA
Reasearch Associate
University of Maryland
Research
College Park, Maryland
President
The Blasket Group
Management Consulting
Chadds Ford, PA
FILM AND TELEVISION PROFESSIONAL
77 SUNSET BEACH SERVICES
Entertainment
Port Coquitlam, BC
Senior Partner
Constangy Brooks Smith & Prophete
Law Practice
Leewood, KS
CEO
Vet Fed Resources, Inc/ Martin Blank Assoc. LLC
Information Technology and Services
Alexandria, VA
Owner
Duncan Hartley Fine Art Photography
Photography
Kendall Park, New Jersey
Professor
Tecnológico de Monterrey
Research
San Pedro, New Jersey
President
Garden Solar LLC
Renewables & Environment
Ashburn, VA
Attorney
Touby, Chait & Sicking, PL
Legal Services
Cloral Gables, FL
Associate Director for Environmental Microbiology (retired)
Centers for Disease Control and Prevention (CDC)
Government Administration
Chamblee, GA
President
Caribbean Development Bank
Banking
Wildey, St. Michaels, GA
President
Thermistors Unlimited
Banking
St. Mary's, PA
CRIMINAL LAW COUNSELOR
NOVUM Abogados & Consultores
Law Practice
Managua, PA
General Superintendent
Chicago Bridge and Iron
Construction
Dayton, TX
CEO and Practice Manager
Northeastern Anesthesia
Medical Practice
Kisco, NY
SIM Lab Instructor
TTUHSC
Hospital & Health Care
El Paso, Texas
Professor of Molecular Neurobiology
King's College London
Accounting
London,
Executive Vice President, Operations
WD SEMI LLC
Business Supplies and Equipment
Durango, CO
Founder and CEO
KaliTlacica
Management Consulting
Temp, AZ
Group Legal Director and Company Secretary
Taylor Wimpey plc
Consumer Services
Temp, AZ
CPA and Accounting Instructor
Paulette A. Remillard CPA, MBA
Consumer Services
North Adams, MA
General Studies Instructor / MA and HIT programs
YTI Career Institute
Higher Education
York Haven, PA
President
ESC Pacific, Inc
Accounting
Honolulu, Hawaii
Executive Vice President
Millennium EMS Solutions Ltd
Environmental Services
Edmonton Alberta, Hawaii