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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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Little Neck, NY
General Manager
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Sunnyvale, California
Founder and CEO
Constantine's Enterprise
Education
Gainesville, VI
CEO
Azimuth Energy
Oil, Gas, Energy
Houston, TX
Senior Wealth Advisor
Insight Private Advisors
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Flemington, NJ
Foreign Service Officer
USAID
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Washington, DC
Managing Member
Perkins, Smith & Associates
Hospital & Health Care
Louisville, Kentucky
President
GAL Power Systems
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Toronto, Ontario
Assistant Headmaster/Director of Athletics
Piedmont Academy
Education Management
Monticello, GA
President
Thermistors Unlimited
Education Management
St. Mary's, PA
CFO
United Real Estate Holdings
Financial Services
Kansas City, MO
CEO / Founder
easy associates, Inc.
Financial Services
Baltimore, MD
Retired Warden
Federal Bureau of Prisons
Government Administration
Franklinton, NC
GP Dentist
Ambulatory Healthcare Services- UAE
Health, Wellness and Fitness
Abu Dhabi, NC
President
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Liberty, TX
Professor
Tecnológico de Monterrey
Research
San Pedro, TX
Managing Director
Fulcrum Capital LLC.
Financial Services
Whitehouse, TX
Client Engagement Manager
Amitech Solutions
Information Technology and Services
St. Louis, MO
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Accounting
West Palm Beach, FL
Professor Emeritus
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Managing Partner
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Providica Medical LLC
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Regional Director
WoodmenLife
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Accountant
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Pasadena, California
VP FEderal Business Development/CISO
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Information Technology and Services
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EVP, Chief Credit Officer
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Information Technology and Services
Chaska, MN
VP Cloud Business Unit
MicroStrategy
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Managing member
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Gordon, Nebraska
Managing Partner/Shareholder
Sacks Tierney P.A.
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Gordon, Nebraska
Controller
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Accounting
Miami, FL
CHRO (Chief Human Resources Officer)
Cinepolis
Entertainment
Cd. Satelite, MEX
Vice President of Client Partnerships
Beacon Health Options
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Danbury, CT
Principal Hydrogeologist - President
Water Resources Associates, Inc.
Mining & Metals
Ventura, CA
Asst. Director of Pharmacy for Clinical Services
Chambersburg Hospital
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Chambersburg, Pennsylvania
Senior Litigation Partner at the Firm
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Professor of Chaplain Ministries
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Executive Vice President, Operations
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Owner
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Government Administration
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Chief Executive Officer
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Information Technology and Services
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Founder
Thai Taco
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Consulting Engineer
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Print Media Director
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Woodley Farra Manion Portfolio Management
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Aircraft Production Controller
L-3 COMMUNICATIONS
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General overseer
Global Humanitarian Surround Care and Mobile Telemedicine Initiative
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Conductor, Composer, Arranger, Producer, Pianist
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President
Southeastern Bible College
Education
Birmingham, Alabama
Lawyer
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Law Practice
Hamilton, Ontario, Alabama
Pastor
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Environmental Specialist
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Qatar, FL
Program/Project Manager
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Lexington, SC
President and CEO
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Founder / CEO
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Management Consulting
Katy, Texas
Security Design Specialist
Austin Water Utility
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Krause Investment Advisory Group, LLC
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Abington, PA
Executive director
Extend-A-Family Waterloo Region
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Kitchener Ontario, PA
Senior Vice President/Retail Market Executive
First Citizens Bank & Trust Company
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Greenville, NC
Mediator
Stout Mediation Services
Legal Services
Palo Alto, CA
Vice-President, Finance & Controller
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Mining & Metals
Ajax, Ontario, CA
Senior Partner
Ursel Phillips Fellows Hopkinson LLP
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Ajax, Ontario, CA
Managing Director
Hogg Fachübersetzungen
Translation and Localization
Osnabrueck,
President and Medical Director
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Managing Director
Golden Coast FZE
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Sylvania, OH
Vice President and Chief Integration Officer
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President
KHovnanian Southern California
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Operations Development Director EMEA
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Cruzmanca, CA
Engineering Director
Edica Ltda.
Construction
San Jose,
Adjunct professor
Ana G. Mendez University
Education Management
Mount Airy, MD
Corporate Compliance and Privacy Officer
Dimensions Healthcare System
Public Policy
Hyattsville, MD
President
SUNY Broome Community College
Higher Education
Binghamton, NY
Executive Director
EDCTP
Research
The Hague,
Founder and CEO
KaliTlacica
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Managing Deputy Regional Director of Southern Africa
CARE International
International Affairs
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Founder and President
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Think Tanks
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CMO & SVP Niche Media
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Chairman & CEO
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President
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Fine Art
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Professor of Molecular Neurobiology
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London,
Clinical Solutions Representative
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Pharmaceutical Partner Executive
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Deputy Principal
Epping Boys High School
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Saul Paulo, PA
Executive Director of Process Technology
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Director
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Kenn Gartner Concerts Inc.
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Director of Advisory Services
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Cleavland, Tennessee
Clinical Professor of Psychiatry
Co-Director Reiner Center of Behavioural Medicine
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NYC, NY
cfo
benlee
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Romulus, MI
Chief Financial Officer
radius financial group inc.
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Boston, MA
Owner
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Chief Operating Officer
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Grand Rapids, MI
Consultant
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Nanaimo, Brtish Colombia,
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Antenna Magic LLC
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Physical Security Project Manager
King County
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Senior Associate Athletic Director
San Jose State University
Education Management
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Vancouver,
CIO
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Oil & Energy
Ennis, TX
Sole Proprietor/Writer/Editor/Contributing Feature Writer
A. Communication Service/Sceneazine Magazine
Writing and Editing
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Tacoma,
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Wells,
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Partner
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Vancouver, PA
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Total Choice Tech Solutions
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Psychotherapist, Coach, Intercultural Trainer, Global Management Consultant
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Norwalk, California
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Professor
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Belvedere British School - Abu Dhabi
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Director
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Denver, CO
Attending Radiation Oncologist
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President
Garden Solar LLC
Renewables & Environment
Ashburn, VA
Managing Director, Owner & Founder
SKDUK Asociates Ltd
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Reader in Restorative Dentistry
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Owner
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Kendall Park, New Jersey
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Aon
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High Tek Computer Solutions S.A,
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Mexico City, DIF
Attending Neurologist and Senior Clinical Neurophysiologist
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Amsterdam,
Regional Vice President
Advisors Capital Management
Financial Services
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Branch Lead
Intelligent Software Solutions
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Philly, PA
President
Lake-Sumter State College
Higher Education
Lessburg,
Chief Information Officer
Stanford Children's Health
Hospital & Health Care
Redwood City, CA
CEO
High Tech Innovations, LLC
Information Technology and Services
Milburn, NJ
General Counsel
Resolution Portfolio Management & Oversight, LLC
Real Estate
Deerfield Beach, FL
Commissioner
Advisory Neighborhood Commission
Government Relations
Washington, DC
Executive Director LAC
Lighting
Professional Training & Coaching
Buneas Aires, DC
SVP and Chief Medical Officer
Nebraska Medicine
Omaha, Nebraska
Director- Principal
Ami Foundation
Education Management
Kirkkonummi,
Regional Director; Citrus & Hernando Counties
HPH Hospice & Home Care, Inc.
Education Management
Kirkkonummi,
Consultant Gender mainstreaming and Rural empowerment
CODERSA
Renewables & Environment
Guatemala City,
CPA and Accounting Instructor
Paulette A. Remillard CPA, MBA
Renewables & Environment
North Adams, MA
Corporate Project Director, Large Projects
ABB
Engineering
Sugar Land, TX
Managing Partner
Diemer, Whitman & Cardosi
Law Practice
San Jose, CA
Owner/Principle
McGrath Media Productions
Law Practice
San Antonio, TX
Partner; Managing Director
Krane Fund Advisors, LLC
Financial Services
Irvine, California
Medical Director
Capital Primary Care Inc
Hospital & Health Care
Gettysburg, MD
CRIMINAL LAW COUNSELOR
NOVUM Abogados & Consultores
Law Practice
Managua, MD
Consultant
Istiklal Hosital
Medical Practice
Jordan, MD
Principal
Inside Source
Furniture
San Leandro, California
CEO and Practice Manager
Northeastern Anesthesia
Medical Practice
Kisco, NY
OPERATIONS MANAGER
CNS INTERNATIONAL
Medical Practice
Kisco, NY
General Superintendent
Chicago Bridge and Iron
Construction
Dayton, TX
writer and retired teacher
N/A
Publishing
Jenkintown, PA
General Counsel
Westlands Water District
Government Administration
Carmichael, CA
Managing Director CFO
Physik Instrumente (PI) GmbH & Co. KG
Nanotechnology
Karlsruhe, CA
Managing Partner
PPO Standards LLC.
Consulting
Plymouth, Minnesota
President and Chief Learning Officer
Institute for the Prevention of In-Custody Deaths
Professional Training & Coaching
Henderson, NV
Internal Auditor
SuKarne
Food Production
Mexico City, NV
Chair, Information Technology and Cybersecurity
Marymount University
Education Management
Arlington,
President
ESC Pacific, Inc
Accounting
Honolulu, Hawaii
Attorney
Storer & Miner, PLLC
Law Practice
Middletown, Idaho
Instructor in Pathology (former); Psychologist (current)
Dept. of Pathology, Harvard Medical School
Mental Health Care
Cape Coral, FL
Director of the Faculty of Actuarial Sciences
Anahuac University
Higher Education
Huixquirlucam, FL
Founder/CEO
Affordable Furniture Mfg. Co.
Furniture
Tupelo,
President
The Blasket Group
Management Consulting
Chadds Ford, PA
President
Groupe conseil Stratégis
Consulting
Montreal, Quebec
Regional Director
AIA Group
Insurance
Singapore, Quebec
Agency Director
Liberty National Life Insurance Company
Insurance
Denver, CO
Writer
Self
Writing and Editing
Montibello, NY
General Counsel, Secretary
Telgian Corporation
Legal Services
Mesa, AZ
Volunteer
Family Violence Appellate Project
Law Practice
Mesa, AZ
Vice President of Marketing and Communications
Maguire Associates
Westford,
SVP and Chief Product Officer
SilkRoad Technology, Inc.
Engineering
Half Moon Bay, CA
Dean, Retired
Bowman Gray School of Medicine, Wake Forest University
Education Management
Duxbury, MA
Executive Director
In Step Seniors
Non-Profit
Washington DC, WA
General Manager
LSS Professionals
Management
Edificio Río Oeste, Cali,
Gynecologic Sonologist
North Shore LIJ Health System
Hospital & Health Care
Great Neck, NY
Partner
Ropes & Gray LLP
Law Practice
Boston, Massachusetts
Owner/Consultant
Farm, Forest, and Fiddlehead Consulting
Environmental Services
DeRuyter, NY
VP & General Counsel
Project Management Institute
Non-Profit Organization Management
Swarthmore , Pennsylvania
President & Chief Technologist
White IEQ Consulting
Midland,
Vice President of Finance
Retail Inkjet Solutions, Inc.
Electrical/Electronic Manufacturing
Santee, CA
SIM Lab Instructor
TTUHSC
Hospital & Health Care
El Paso, Texas
Professor Emeritus (Pharmaceutics)
Creighton University
Pharmaceuticals
Santa Fe, New Mexico
Vice President, Global Quality
Coloplast A/S
Medical Devices
Humlebaek, New Mexico
President
Bellwether Design LLC
Design
Tulsa, AZ
Professor of Education - Retired; Real Estate Investor
Richland College of the Dallas County Community College District; Self-Emplyed
Higher Education
Sachse,
Chief Operating Officer
TranSigma
Management Consulting
Shelton, CT
Group CEO
Al Nahdha Investment Group
Investment Management
Aub Dhabi,
Group CEO
Al Nahdha Investment Group
Education
Hamilton, OH
Group CEO
Al Nahdha Investment Group
Consulting
Chicago, Illinois
Group CEO
Al Nahdha Investment Group
Biotechnology
Chicago, CA
Group CEO
Al Nahdha Investment Group
Legal Services
Hercules, CA
Reasearch Associate
University of Maryland
Research
College Park, Maryland
CEO
Smoothie King Franchise, Inc
Food & Beverages
Metairie, LA
Managing Partner
ALC
Marketing and Advertising
Grapevine, TX
Chairman
Ima design
Architecture & Planning
Newport Beach, CA
Chief Information Officer
Bolder Healthcare Solutions
Information Technology and Services
Alpharetta, Georgia
Chief Information Officer
Bolder Healthcare Solutions
Facilities Services
FPO AE, Georgia
Chief Information Officer
Bolder Healthcare Solutions
Higher Education
York Haven, PA
Chief Information Officer
Bolder Healthcare Solutions
Semiconductors
Alcabideleche, PA
Chief Information Officer
Bolder Healthcare Solutions
Medical Practice
Brooklyn, NY
Vice President
Service Software
Information Technology and Services
Denver,
Senior Adviser, International Affairs
US DOJ-ATF
Government Administration
Washington, DC
Vice President, Quality, Research & Measurement
URAC
1220 L Street, NW, Suite 400, District of Columbia
Global Business Services Partner and U.S. Banking lead
IBM
Financial Services
Dallas, TX
Managing Principal
Palisades Capital Realty Advisors
Real Estate
Pacific Palisades, California
Senior Vice President / General Manager
Gigantic color
Marketing and Advertising
Dallas, Texas
Managing Consultant
Meant Projects
Management Consulting
Staffordshire, Texas
Partner / CMO
EY / Ernst & Young
Accounting
New York, New York
Vice President - Solutions Sales
Wells Fargo & Co. Bank
Banking
Dallas, Texas
Marketing Director
Metro S.A.
Retail
Athens,
Senior Vice President
The Camden Group
Hospital & Health Care
Pasadena, CA
Director
XTid Associates ltd
Architecture & Planning
London,
Senior Specialist, Evaluation & Impact
The Global Fund
Health, Wellness and Fitness
Long Island City, New York
Chief Executive Officer
Arkansas Sheriff's Youth Ranches
Non-Profit Organization Management
Statesville, Arkansas
Business Owner / Coach
Quest Swimming, Inc., SwimMetro Management, Inc., SwimMetro Construction, Inc., SwimQuest Ventures,
Midlothian, Virginia
Managing Director
Thompson Dunn Ltd.
Management Consulting
Highgate, London, Virginia
Chief Operations Officer
Standard Life plc
Human Resources
Scotland, Virginia
Partner
Recomservice HVAC and BAS Maintenance Services
Mechanical or Industrial Engineering
Washington, DC
CEO
Guerra Family Office
Information Technology and Services
Huixquilucan, DC
Owner, Inventor, Co-creator
Quantum Sound Therapy
Health, Wellness and Fitness
Port Saint Lucie, FL
President and Founder
Tingley Systems, Inc.
Information Technology and Services
San Antonio, FL
Senior Partner
Constangy Brooks Smith & Prophete
Law Practice
Leewood, KS
President
LIbertas, LLC
Public Relations and Communications
Cincinnati, OH
General Manager
Gaman Consulting
Management Consulting
La Molina, OH
Writer / Producer / Director / Editor
LoftonFilms
Marketing and Advertising
Laurel, Maryland
Vice President Human Resources
Park Place Dealerships
Automotive
Dallas, Texas
Physician
Sacred Heart Hospital, Internal Medicine Residency Program
Medical Practice
Dallas, FL
Executive Director
Idaho Lions Sight and Hearing foundation Inc.
Non-Profit Organization Management
Boise,
Senior Advisor
Sykehuspartner HF
Stabekk,
Founder and CEO
Arizona Myeloma Network, AzMN
Non-Profit Organization Management
Glendale, AZ
Vice President, Workforce Analytics
Credit Suisse
Financial Services
New York, NY
Founder/President
K-24 Continuum Academic Partners, LLC
Education Management
Port St. Lucie, Florida