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