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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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Managing Partner
ALC
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Grapevine, TX
Global Business Services Partner and U.S. Banking lead
IBM
Financial Services
Dallas, TX
Principal Hydrogeologist - President
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Ventura, CA
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Managing Partner
Providica Medical LLC
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Managing Partner
Providica Medical LLC
Information Technology and Services
Alexandria, VA
Managing Partner
Providica Medical LLC
Civil Engineering
Alexandria, VA
General overseer
Global Humanitarian Surround Care and Mobile Telemedicine Initiative
Philanthropy
Rochester, NY
Accountant
MZ SERVICES
Accounting
Pasadena, California
Partner; Managing Director
Krane Fund Advisors, LLC
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Irvine, California
VP Cloud Business Unit
MicroStrategy
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Purcellville, VA
Executive Vice President
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Cleavland, Tennessee
Partner
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Boston, Massachusetts
Reasearch Associate
University of Maryland
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College Park, Maryland
Chief Information Officer
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SVP and Chief Product Officer
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Principal
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Director
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London,
GP Dentist
Ambulatory Healthcare Services- UAE
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Vice President - Solutions Sales
Wells Fargo & Co. Bank
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Dallas, Texas
President
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High Tech Innovations, LLC
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United Real Estate Holdings
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Kansas City, MO
General Superintendent
Chicago Bridge and Iron
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Dayton, TX
VP & General Counsel
Project Management Institute
Non-Profit Organization Management
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CEO
IMMERGE
Marketing and Advertising
Greenwood Village, Colorado
Reader in Restorative Dentistry
University of Bristol
Higher Education
Eidenburgh, Colorado
Regional Vice President
Advisors Capital Management
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Fairfield, Connecticut
Managing Partner
Diemer, Whitman & Cardosi
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San Jose, CA
Director of Business Development
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Lexington, SC
Pastor
Grace Connection Church and Administrator for the International Association of Grace Ministries IAGM
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Seminole, FL
Senior Litigation Partner at the Firm
Lerners LLP
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London Ontario, Ontario
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AIA Group
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Compliance Matters LLC
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New York,
Principal
Belvedere British School - Abu Dhabi
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Mussfah Bin Zayed City,
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Hamilton, Ontario,
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Nebraska Medicine
Omaha, Nebraska
Sole Proprietor/Writer/Editor/Contributing Feature Writer
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Writing and Editing
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Director
Mayfield CA Ltd
Architecture & Planning
Chesterfield, South Carolina
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Real Estate Broker/Partner
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Branch Lead
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Executive Director
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SUNY Broome Community College
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President
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Corporate Project Director, Large Projects
ABB
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Sugar Land, TX
Executive Director
EDCTP
Research
The Hague,
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The Elizabeth Taylor AIDS Foundation
Non-Profit Organization Management
Santa Monica, CA
Managing Deputy Regional Director of Southern Africa
CARE International
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Managing Consultant
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Management Consulting
Staffordshire,
CIO
Seal Industries
Oil & Energy
Ennis, TX
Vice President of Finance
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Electrical/Electronic Manufacturing
Santee, CA
Managing Director
Thompson Dunn Ltd.
Management Consulting
Highgate, London, CA
VP, Application Manager
TD Bank
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Vice President, Workforce Analytics
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General Counsel
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Owner, Inventor, Co-creator
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Executive Director LAC
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Managing Principal
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Managing Member
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Norwalk, California
President
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Fine Art
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Asst. Director of Pharmacy for Clinical Services
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Vice President Human Resources
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Managing Partner
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CMO & SVP Niche Media
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Professor of Education - Retired; Real Estate Investor
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Institute for the Prevention of In-Custody Deaths
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President
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Attorney
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CHRO (Chief Human Resources Officer)
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Adjunct professor
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Pharmaceutical Partner Executive
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Military
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VP FEderal Business Development/CISO
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Managing Director CFO
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General Manager
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Consultant
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Antenna Magic LLC
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Hogg Fachübersetzungen
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Osnabrueck,
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Arkansas Sheriff's Youth Ranches
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Partner
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Chairman
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Attorney
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Education Management
Aptos,
Production Division Director
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FPO AE,
Instructor in Pathology (former); Psychologist (current)
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Retired Warden
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Government Administration
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Conductor, Composer, Arranger, Producer, Pianist
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Professor
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Writer
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Juniper Networks
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Advisory Neighborhood Commission
Government Relations
Washington, DC
Medical Director
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radius financial group inc.
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Vice President and Chief Integration Officer
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Executive Director of Process Technology
Fluor Corporation
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President
Southeastern Bible College
Education
Birmingham, Alabama
Chair, Information Technology and Cybersecurity
Marymount University
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Arlington,
CEO
Guerra Family Office
Information Technology and Services
Huixquilucan,
Vice President of Client Partnerships
Beacon Health Options
Financial Services
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Professor of Chaplain Ministries
Columbia International University
Religious Institutions
Blythewood,
Security Design Specialist
Austin Water Utility
Utilities
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Professor
Instituto Superior Técnico
Semiconductors
Alcabideleche,
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Khansaheb Civil Engineering
Construction
Dubai,
Founder/President
K-24 Continuum Academic Partners, LLC
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Port St. Lucie, Florida
CEO
Total Choice Tech Solutions
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Houston, Texas
President
Tomoe Engineering USA, Inc.
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Liberty, TX
President
KHovnanian Southern California
Real Estate
Liberty, CA
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Arizona Myeloma Network, AzMN
Non-Profit Organization Management
Glendale, AZ
Consultant
Istiklal Hosital
Medical Practice
Jordan, AZ
Vice President, Quality, Research & Measurement
URAC
1220 L Street, NW, Suite 400, District of Columbia
Owner
DAO Technologies LLC
Information Technology and Services
Philidephia, PA
General Manager
LSS Professionals
Management
Edificio Río Oeste, Cali,
Regional Director
WoodmenLife
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Omaha, Nebraska
Principal
Avison Young
Real Estate
Vancouver, Nebraska
Concert Pianist and Conductor
Kenn Gartner Concerts Inc.
Music
San Rafael, CA
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Amitech Solutions
Information Technology and Services
St. Louis, MO
Professor Emeritus
University Hasselt Belgium
Education Management
Hoepertingen, VLI
CEO
Krause Investment Advisory Group, LLC
Investment Management
Abington, PA
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YTI Career Institute
Higher Education
York Haven, PA
Vice President of Marketing and Communications
Maguire Associates
Westford,
Chief Operating Officer
The Windquest Group
Investment Management
Grand Rapids, MI
Attending Neurologist and Senior Clinical Neurophysiologist
Free Universitty Medical Center (VUmc), Amsterdam, The Netherlands
Medical Practice
Amsterdam,
Corporate Compliance and Privacy Officer
Dimensions Healthcare System
Public Policy
Hyattsville, MD
Print Media Director
KZSW Advertising
Marketing and Advertising
Flushing, New York
Attorney
Storer & Miner, PLLC
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Middletown, Idaho
Founder
Chicago Compass Counseling, LLC
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Chicago, Illinois
Business Owner / Coach
Quest Swimming, Inc., SwimMetro Management, Inc., SwimMetro Construction, Inc., SwimQuest Ventures,
Midlothian, Virginia
EVP, Chief Credit Officer
Bluestem Group Inc.
Chaska, MN
Senior Vice President/Partner
Aon
Human Resources
Wickatunk, NJ
President
Bellwether Design LLC
Design
Tulsa, AZ
Partner / CMO
EY / Ernst & Young
Accounting
New York, New York
FILM AND TELEVISION PROFESSIONAL
77 SUNSET BEACH SERVICES
Entertainment
Port Coquitlam, BC
writer and retired teacher
N/A
Publishing
Jenkintown, PA
Shareholder
Meier, Bonner, Muszynski, O'Dell & Harvey, P.A.
Law Practice
Apopka, Florida
General Counsel
Westlands Water District
Government Administration
Carmichael, CA
Owner/Consultant
Farm, Forest, and Fiddlehead Consulting
Environmental Services
DeRuyter, NY
Agency Director
Liberty National Life Insurance Company
Insurance
Denver, CO
CEO
High Tek Computer Solutions S.A,
Technology
Mexico City, DIF
Assistant Headmaster/Director of Athletics
Piedmont Academy
Education Management
Monticello, GA
Physician
Sacred Heart Hospital, Internal Medicine Residency Program
Medical Practice
Monticello, FL
Clinical Solutions Representative
Intuitive Healthcare Solutions
Medical Devices
Ft Worth, TX
Owner/Principle
McGrath Media Productions
Medical Devices
San Antonio, TX
Attorney at Law
Law Offices of Gerald T. Richards
Legal Services
Hercules, TX
Retired Foreign Language Teacher
Fairfield Senior High School
Education
Hamilton, OH
Founder and CEO
Constantine's Enterprise
Education
Gainesville, VI
Controller
Mallah Furman & Company PA
Accounting
Miami, FL
Chair, Fine Arts Department
School of Visual Arts
Fine Art
NYC, NY
President and Medical Director
Advanced TMS & Biobehavioral Centers
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Orange, CT
Chairman and CEO
Taylor Capital Group
Medical Practice
Northbrook, IL
Chairman & CEO
6th Wave Innovations Corp
Plastics
Arnold, MD
Owner
The Ferris Law Firm
Law Practice
Denver, Colorado
Managing Partner/Shareholder
Sacks Tierney P.A.
Law Practice
Denver, Colorado
Partner
Cavanaugh, Biggs & Lemon P.A.
Law Practice
Topeka, Kansas
Professor of Molecular Neurobiology
King's College London
Accounting
London,
Professor
Lund University
Packaging and Containers
Molnicke,
Company Director
Fetchapet
Translation and Localization
Colchester,
Regional Director; Citrus & Hernando Counties
HPH Hospice & Home Care, Inc.
Translation and Localization
Colchester,
Chief Operations Officer
Standard Life plc
Human Resources
Scotland,
Senior Specialist, Evaluation & Impact
The Global Fund
Health, Wellness and Fitness
Long Island City, New York
President & Chief Technologist
White IEQ Consulting
Midland,
Executive Director
In Step Seniors
Non-Profit
Washington DC, WA
Founder/CEO
Affordable Furniture Mfg. Co.
Furniture
Tupelo,
Operations Development Director EMEA
Bacardi
Wine and Spirits
Cruzmanca,
Of Counsel
Lombino Martino Law Firm
Law Practice
Tacoma,
Deputy Principal
Epping Boys High School
Education Management
East Gosford, NSW,
President
Garden Solar LLC
Renewables & Environment
Ashburn, VA
General Counsel, Secretary
Telgian Corporation
Legal Services
Mesa, AZ
CEO and Practice Manager
Northeastern Anesthesia
Medical Practice
Kisco, NY
Head of Training and Research Modular Service Coordination
National Medical Center "20 de Noviembre", Mexico
Medical Practice
Mexcio City, NY
cfo
benlee
Renewables & Environment
Romulus, MI
Director of Advisory Services
PricewaterhouseCoopers
Information Technology and Services
Romulus, MI
Engineering Director
Edica Ltda.
Construction
San Jose,
Managing Director
Golden Coast FZE
Retail
Sylvania, OH
Senior Advisor
Sykehuspartner HF
Stabekk,
Volunteer
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Law Practice
Stabekk,
President
TRACIP
Law Practice
Messein,
Chief Information Officer
Bolder Healthcare Solutions
Information Technology and Services
Alpharetta, Georgia
Chief Information Officer
Bolder Healthcare Solutions
Oil, Gas, Energy
Houston, TX
Entertainer
Broadway Century Productions, LLC
Entertainment
Lauderdale by the Sea, TX
Writer / Producer / Director / Editor
LoftonFilms
Marketing and Advertising
Laurel, Maryland
Mediator
Stout Mediation Services
Legal Services
Palo Alto, CA
President
Templeton & Company, LLP
Accounting
West Palm Beach, FL
Senior Vice President/Retail Market Executive
First Citizens Bank & Trust Company
Banking
Greenville, NC
CRIMINAL LAW COUNSELOR
NOVUM Abogados & Consultores
Law Practice
Managua, NC
Group Legal Director and Company Secretary
Taylor Wimpey plc
Consumer Services
Managua, NC
Professor Emeritus (Pharmaceutics)
Creighton University
Pharmaceuticals
Santa Fe, New Mexico
Director, Retail Accounting
Ahold USA Retail
Financial Services
Harrisburg, PA
Foreign Service Officer
USAID
Government Administration
Washington, DC
Senior Wealth Advisor
Insight Private Advisors
Financial Services
Flemington, NJ
President
The Blasket Group
Management Consulting
Chadds Ford, PA
Dean, Retired
Bowman Gray School of Medicine, Wake Forest University
Education Management
Duxbury, MA
Owner
Mutual Tool & Design Co
Machinery
Highland, MI
Managing Partner
PPO Standards LLC.
Consulting
Plymouth, Minnesota
Aircraft Production Controller
L-3 COMMUNICATIONS
Military
Plumas Lake, CA
Physical Security Project Manager
King County
Security and Investigations
South Eats Everett, WA
Vice-President, Finance & Controller
Enirgi Group Corporation
Mining & Metals
Ajax, Ontario, WA
President
Thermistors Unlimited
Mining & Metals
St. Mary's, PA