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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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Reasearch Associate
University of Maryland
Research
College Park, Maryland
Client Engagement Manager
Amitech Solutions
Information Technology and Services
St. Louis, MO
Vice President of Client Partnerships
Beacon Health Options
Financial Services
Danbury, CT
Principal
Avison Young
Real Estate
Vancouver, CT
Senior Adviser, International Affairs
US DOJ-ATF
Government Administration
Washington, DC
OPERATIONS MANAGER
CNS INTERNATIONAL
Government Administration
Washington, DC
Owner
The Ferris Law Firm
Law Practice
Denver, Colorado
Managing Director
Hogg Fachübersetzungen
Translation and Localization
Osnabrueck,
Marketing Director
Metro S.A.
Retail
Athens,
Service and Support Country Manager
Agilent Technologies Brasil Ltda
Electrical/Electronic Manufacturing
Saul Paulo,
Deputy Principal
Epping Boys High School
Education Management
East Gosford, NSW,
Group Legal Director and Company Secretary
Taylor Wimpey plc
Consumer Services
East Gosford, NSW,
Chairman of Surgery
Maimonides Medical Center
Medical Practice
Brooklyn, NY
President
Templeton & Company, LLP
Accounting
West Palm Beach, FL
Founder
Chicago Compass Counseling, LLC
Consulting
Chicago, Illinois
Global Business Services Partner and U.S. Banking lead
IBM
Financial Services
Dallas, TX
Operations Development Director EMEA
Bacardi
Wine and Spirits
Cruzmanca, TX
Owner
Mutual Tool & Design Co
Machinery
Highland, MI
Owner/Principle
McGrath Media Productions
Machinery
San Antonio, TX
Founder and President
Robowatch, LLC
Think Tanks
Joliet, IL
SVP and Chief Product Officer
SilkRoad Technology, Inc.
Engineering
Half Moon Bay, CA
Lawyer
Findlay Law Offices
Law Practice
Hamilton, Ontario, CA
Consulting Engineer
Cosgrove Computer Systems Inc.
Computer Software
Playa del Rey, California
FILM AND TELEVISION PROFESSIONAL
77 SUNSET BEACH SERVICES
Entertainment
Port Coquitlam, BC
Conductor, Composer, Arranger, Producer, Pianist
Banda Sonora
Music
Cepo, BC
Managing Partner
ALC
Marketing and Advertising
Grapevine, TX
President
LIbertas, LLC
Public Relations and Communications
Cincinnati, OH
Managing Director CFO
Physik Instrumente (PI) GmbH & Co. KG
Nanotechnology
Karlsruhe, OH
Senior Advisor
Sykehuspartner HF
Stabekk,
Head of Training and Research Modular Service Coordination
National Medical Center "20 de Noviembre", Mexico
Medical Practice
Mexcio City,
General Manager
ACTenviro
Environmental Services
Sunnyvale, California
President
Garden Solar LLC
Renewables & Environment
Ashburn, VA
Vice President, Quality, Research & Measurement
URAC
1220 L Street, NW, Suite 400, District of Columbia
Psychotherapist, Coach, Intercultural Trainer, Global Management Consultant
2 companies: Mazak Global Management; Innercall: Personal and Transpersonal Development
Management Consulting
Norwalk, California
General Counsel
Avasant, LLC
Management Consulting
Los Angeles, CA
President
Southeastern Bible College
Education
Birmingham, Alabama
Senior Partner
Ursel Phillips Fellows Hopkinson LLP
Law Practice
Birmingham, Alabama
President
Lake-Sumter State College
Higher Education
Lessburg,
Vice President of Finance
Retail Inkjet Solutions, Inc.
Electrical/Electronic Manufacturing
Santee, CA
Consultant
Istiklal Hosital
Medical Practice
Jordan, CA
Physical Security Project Manager
King County
Security and Investigations
South Eats Everett, WA
Owner President
Redwings SA de CV
Aviation & Aerospace
Arcola, TX
Director
Mayfield CA Ltd
Architecture & Planning
Chesterfield, TX
Managing Partner/Shareholder
Sacks Tierney P.A.
Architecture & Planning
Chesterfield, TX
Executive Director
In Step Seniors
Non-Profit
Washington DC, WA
President and Chief Learning Officer
Institute for the Prevention of In-Custody Deaths
Professional Training & Coaching
Henderson, NV
Consultant
Steven A. Horn Consulting
Management Consulting
Nanaimo, Brtish Colombia,
Founder/President
K-24 Continuum Academic Partners, LLC
Education Management
Port St. Lucie, Florida
Senior Vice President/Retail Market Executive
First Citizens Bank & Trust Company
Banking
Greenville, NC
Director
Khansaheb Civil Engineering
Construction
Dubai, NC
Senior Wealth Advisor
Insight Private Advisors
Financial Services
Flemington, NJ
GP Dentist
Ambulatory Healthcare Services- UAE
Health, Wellness and Fitness
Abu Dhabi, NJ
Attorney
Touby, Chait & Sicking, PL
Legal Services
Cloral Gables, FL
Executive director
Extend-A-Family Waterloo Region
Non-Profit
Kitchener Ontario, FL
Volunteer
Family Violence Appellate Project
Law Practice
Kitchener Ontario, FL
Regional Director; Citrus & Hernando Counties
HPH Hospice & Home Care, Inc.
Law Practice
Kitchener Ontario, FL
Attorney at Law
Law Offices of Gerald T. Richards
Legal Services
Hercules, FL
Pastor
Grace Connection Church and Administrator for the International Association of Grace Ministries IAGM
Religious Institutions
Seminole, FL
Chief Information Officer
Stanford Children's Health
Hospital & Health Care
Redwood City, CA
CFO
United Real Estate Holdings
Financial Services
Kansas City, MO
President & Chief Technologist
White IEQ Consulting
Midland,
President and Founder
Tingley Systems, Inc.
Information Technology and Services
San Antonio, FL
Founder and CEO
Arizona Myeloma Network, AzMN
Non-Profit Organization Management
Glendale, AZ
Engineering Director
Edica Ltda.
Construction
San Jose,
Attorney
Anderson Law Firm
Legal Services
St. Charles, MO
CEO
IMMERGE
Marketing and Advertising
Greenwood Village, Colorado
CDO
Hanson Design
Marketing and Advertising
Philly, PA
General Studies Instructor / MA and HIT programs
YTI Career Institute
Higher Education
York Haven, PA
Managing Director
Thompson Dunn Ltd.
Management Consulting
Highgate, London, PA
Retired Foreign Language Teacher
Fairfield Senior High School
Education
Hamilton, OH
Environmental Specialist
Ministry of Municipality and Urban Planning
Environmental Services
Qatar, OH
Sole Proprietor/Writer/Editor/Contributing Feature Writer
A. Communication Service/Sceneazine Magazine
Writing and Editing
N. Augusta, South Carolina
Physician
Sacred Heart Hospital, Internal Medicine Residency Program
Medical Practice
N. Augusta, FL
Accountant
MZ SERVICES
Accounting
Pasadena, California
Executive Director of Process Technology
Fluor Corporation
LaPorte, Texas
Partner
Cavanaugh, Biggs & Lemon P.A.
Law Practice
Topeka, Kansas
CEO
Antenna Magic LLC
Telecommunications
Morgan Hill, CA
President
The Blasket Group
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Chadds Ford, PA
President
ESC Pacific, Inc
Accounting
Honolulu, Hawaii
Branch Lead
Intelligent Software Solutions
Accounting
Colorado Springs, CO
cfo
benlee
Renewables & Environment
Romulus, MI
Vice President, Global Quality
Coloplast A/S
Medical Devices
Humlebaek, MI
Foreign Service Officer
USAID
Government Administration
Washington, DC
Writer
Self
Writing and Editing
Montibello, NY
Adjunct professor
Ana G. Mendez University
Education Management
Mount Airy, MD
Vice President, Workforce Analytics
Credit Suisse
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New York, NY
Asst. Director of Pharmacy for Clinical Services
Chambersburg Hospital
Hospital & Health Care
Chambersburg, Pennsylvania
Executive Director
Idaho Lions Sight and Hearing foundation Inc.
Non-Profit Organization Management
Boise,
President
SUNY Broome Community College
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Binghamton, NY
CEO and Practice Manager
Northeastern Anesthesia
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President
Groupe conseil Stratégis
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Montreal, Quebec
Professor Emeritus
University Hasselt Belgium
Education Management
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Chairman
Ima design
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General Superintendent
Chicago Bridge and Iron
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Dayton, TX
Regional Director
AIA Group
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Singapore, TX
Associate Director for Environmental Microbiology (retired)
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Assistant Headmaster/Director of Athletics
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The Elizabeth Taylor AIDS Foundation
Non-Profit Organization Management
Santa Monica, CA
General Counsel, Secretary
Telgian Corporation
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Mesa, AZ
Reader in Restorative Dentistry
University of Bristol
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Eidenburgh, AZ
Founder / CEO
Insights Without Borders LLC
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Katy, Texas
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Wiss, Janney, Elsner Associates, Inc.
Civil Engineering
Katy, Texas
writer and retired teacher
N/A
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Jenkintown, PA
Business Owner / Coach
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Liberty National Life Insurance Company
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Bellwether Design LLC
Design
Tulsa, AZ
Chairman
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Aub Dhabi,
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LSS Professionals
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XTid Associates ltd
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London,
Managing Member
Perkins, Smith & Associates
Hospital & Health Care
Louisville, Kentucky
Writer / Producer / Director / Editor
LoftonFilms
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Laurel, Maryland
Vice President - Solutions Sales
Wells Fargo & Co. Bank
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Dallas, Texas
Chair, Fine Arts Department
School of Visual Arts
Fine Art
NYC, NY
Owner
Bruce D. Nagel Architect
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East Quogue, NY
CEO
Guerra Family Office
Information Technology and Services
Huixquilucan, NY
Principal Hydrogeologist - President
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Mining & Metals
Ventura, CA
CMO & SVP Niche Media
Chicago Tribune Media Group
Publishing
Chicago, IL
CEO
High Tech Innovations, LLC
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Gaman Consulting
Management Consulting
La Molina, NJ
CEO
Azimuth Energy
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Houston, TX
Owner
Duncan Hartley Fine Art Photography
Photography
Kendall Park, New Jersey
Managing Partner
Diemer, Whitman & Cardosi
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San Jose, CA
Owner/Consultant
Farm, Forest, and Fiddlehead Consulting
Environmental Services
DeRuyter, NY
Real Estate Broker/Partner
Chin MacQuoid Fleming Harris / Berkshire Hathaway Home Services
Environmental Services
Park City, UT
Instructor in Pathology (former); Psychologist (current)
Dept. of Pathology, Harvard Medical School
Mental Health Care
Cape Coral, FL
Program/Project Manager
Technology Industry Professional Services LLC
Mental Health Care
Lexington, SC
Consultant Gender mainstreaming and Rural empowerment
CODERSA
Renewables & Environment
Guatemala City, SC
Professor Emeritus (Pharmaceutics)
Creighton University
Pharmaceuticals
Santa Fe, New Mexico
Chief Information Officer
Bolder Healthcare Solutions
Information Technology and Services
Alpharetta, Georgia
Chief Information Officer
Bolder Healthcare Solutions
Information Technology and Services
St. Mary's, PA
Chief Executive Officer
Arkansas Sheriff's Youth Ranches
Non-Profit Organization Management
Statesville, Arkansas
Executive Director
EDCTP
Research
The Hague,
Senior Vice President / General Manager
Gigantic color
Marketing and Advertising
Dallas, Texas
Founder and CEO
KaliTlacica
Management Consulting
Temp, AZ
Principal
Inside Source
Furniture
San Leandro, California
Senior Specialist, Evaluation & Impact
The Global Fund
Health, Wellness and Fitness
Long Island City, New York
Internal Auditor
SuKarne
Food Production
Mexico City, New York
President
GAL Power Systems
Machinery
Toronto, Ontario
Managing Partner
ConnorsO'Dell LLP
Machinery
Exton, PA
VP & General Counsel
Project Management Institute
Non-Profit Organization Management
Swarthmore , Pennsylvania
CPA and Accounting Instructor
Paulette A. Remillard CPA, MBA
Non-Profit Organization Management
North Adams, MA
SIM Lab Instructor
TTUHSC
Hospital & Health Care
El Paso, Texas
Pharmaceutical Partner Executive
Baxter International
Military
Grayslake, IL
General overseer
Global Humanitarian Surround Care and Mobile Telemedicine Initiative
Philanthropy
Rochester, NY
VP Cloud Business Unit
MicroStrategy
Information Technology and Services
Purcellville, VA
Partner; Managing Director
Krane Fund Advisors, LLC
Financial Services
Irvine, California
Partner
Ropes & Gray LLP
Law Practice
Boston, Massachusetts
Founder and CEO
Constantine's Enterprise
Education
Gainesville, VI
Regional Vice President
Advisors Capital Management
Financial Services
Fairfield, Connecticut
Managing Deputy Regional Director of Southern Africa
CARE International
International Affairs
Atlanta,
Executive Director LAC
Lighting
Professional Training & Coaching
Buneas Aires,
Chairman
Refoudning a Bold America
Biotechnology
Buneas Aires, CA
Medical Director
Capital Primary Care Inc
Hospital & Health Care
Gettysburg, MD
Chief Executive Officer
Onepath Systems, LLC
Information Technology and Services
Atlanta, GA
Corporate Compliance and Privacy Officer
Dimensions Healthcare System
Public Policy
Hyattsville, MD
Chief Operating Officer
TranSigma
Management Consulting
Shelton, CT
Vice President
Service Software
Information Technology and Services
Denver,
SVP and Chief Medical Officer
Nebraska Medicine
Omaha, Nebraska
Concert Pianist and Conductor
Kenn Gartner Concerts Inc.
Music
San Rafael, CA
Director of Advisory Services
PricewaterhouseCoopers
Information Technology and Services
San Rafael, CA
Principal
Belvedere British School - Abu Dhabi
Education Management
Mussfah Bin Zayed City, CA
Professor
Tecnológico de Monterrey
Research
San Pedro, CA
Senior Vice President
The Camden Group
Hospital & Health Care
Pasadena, CA
CEO
Smoothie King Franchise, Inc
Food & Beverages
Metairie, LA
EVP, Chief Credit Officer
Bluestem Group Inc.
Food & Beverages
Chaska, MN
Corporate Project Director, Large Projects
ABB
Engineering
Sugar Land, TX
Chief Operating Officer
The Windquest Group
Investment Management
Grand Rapids, MI
Clinical Solutions Representative
Intuitive Healthcare Solutions
Medical Devices
Ft Worth, TX
Clinical Professor of Psychiatry
Co-Director Reiner Center of Behavioural Medicine
Mental Health Care
NYC, NY
CHRO (Chief Human Resources Officer)
Cinepolis
Entertainment
Cd. Satelite, MEX
Director, Retail Accounting
Ahold USA Retail
Financial Services
Harrisburg, PA
Vice President Human Resources
Park Place Dealerships
Automotive
Dallas, Texas
VP, Application Manager
TD Bank
Banking
Wells,
Partner / CMO
EY / Ernst & Young
Accounting
New York, New York
Attending Radiation Oncologist
City of Hope (COH)
Medical Practice
Monrovia, CA
President
Tomoe Engineering USA, Inc.
Machinery
Liberty, TX
President
KHovnanian Southern California
Real Estate
Liberty, CA
Vice President of Marketing and Communications
Maguire Associates
Westford,
Executive Vice President, Operations
WD SEMI LLC
Business Supplies and Equipment
Durango, CO
Managing Director
Fulcrum Capital LLC.
Financial Services
Whitehouse, CO
Vice President and Chief Integration Officer
Baker Hughes Inc.
Houston,
Mediator
Stout Mediation Services
Legal Services
Palo Alto, CA
Commissioner
Advisory Neighborhood Commission
Government Relations
Washington, DC
Managing Consultant
Meant Projects
Management Consulting
Staffordshire, DC
Principal
Woodley Farra Manion Portfolio Management
Investment Management
Indianapolis, Indiana
Chairman & CEO
6th Wave Innovations Corp
Plastics
Arnold, MD
Regional Director
WoodmenLife
Financial Services
Omaha, Nebraska
General Counsel
Westlands Water District
Government Administration
Carmichael, CA
Entertainer
Broadway Century Productions, LLC
Entertainment
Lauderdale by the Sea, CA
Professor of Molecular Neurobiology
King's College London
Accounting
London,
Retired Warden
Federal Bureau of Prisons
Government Administration
Franklinton, NC
Managing member
Gymer Images LLC
Photography
Gordon, Nebraska
Chief Financial Officer
radius financial group inc.
Real Estate
Boston, MA
Gynecologic Sonologist
North Shore LIJ Health System
Hospital & Health Care
Great Neck, NY
Senior Vice President/Partner
Aon
Human Resources
Wickatunk, NJ
Chairman & CEO
O'Shaughnessy Asset Management LLC
Financial Services
Stamford, CT
Senior Partner
Constangy Brooks Smith & Prophete
Law Practice
Leewood, KS
President and CEO
Compliance Matters LLC
Financial Services
New York,
Attending Neurologist and Senior Clinical Neurophysiologist
Free Universitty Medical Center (VUmc), Amsterdam, The Netherlands
Medical Practice
Amsterdam,
CEO
Krause Investment Advisory Group, LLC
Investment Management
Abington, PA
Chief Operations Officer
Standard Life plc
Human Resources
Scotland, PA
Chair, Information Technology and Cybersecurity
Marymount University
Education Management
Arlington,
CEO / Founder
easy associates, Inc.
Education Management
Baltimore, MD
Aircraft Production Controller
L-3 COMMUNICATIONS
Military
Plumas Lake, CA
Print Media Director
KZSW Advertising
Marketing and Advertising
Flushing, New York
Senior Litigation Partner at the Firm
Lerners LLP
Law Practice
London Ontario, Ontario
Executive Vice President
Symbionce LLC
Accounting
Cleavland, Tennessee
Chairman and CEO
Taylor Capital Group
Accounting
Northbrook, IL
Dean, Retired
Bowman Gray School of Medicine, Wake Forest University
Education Management
Duxbury, MA
CEO
Vet Fed Resources, Inc/ Martin Blank Assoc. LLC
Information Technology and Services
Alexandria, VA
CIO
Seal Industries
Oil & Energy
Ennis, TX
Managing Principal
Palisades Capital Realty Advisors
Real Estate
Pacific Palisades, California
Partner
Recomservice HVAC and BAS Maintenance Services
Mechanical or Industrial Engineering
Washington, DC
VP of Business Operations
Comfort Star HVAC
Staffing and Recruiting
Washington, DC
Director of the Faculty of Actuarial Sciences
Anahuac University
Higher Education
Huixquirlucam, DC
Managing Partner
Providica Medical LLC
Medical Devices
Round Rock, Texas
Managing Partner
Providica Medical LLC
Information Technology and Services
Houston, Texas
Managing Partner
Providica Medical LLC
Law Practice
Vancouver, Texas
Of Counsel
Lombino Martino Law Firm
Law Practice
Tacoma,
Vice-President, Finance & Controller
Enirgi Group Corporation
Mining & Metals
Ajax, Ontario,
President
Caribbean Development Bank
Banking
Wildey, St. Michaels,
Professor
Instituto Superior Técnico
Semiconductors
Alcabideleche,
Shareholder
Meier, Bonner, Muszynski, O'Dell & Harvey, P.A.
Law Practice
Apopka, Florida
Founder
Thai Taco
Leisure, Travel & Tourism
Ventura, CA
CRIMINAL LAW COUNSELOR
NOVUM Abogados & Consultores
Law Practice
Managua, CA
Production Division Director
US GOV
Facilities Services
FPO AE, CA
CEO
High Tek Computer Solutions S.A,
Technology
Mexico City, DIF
VP FEderal Business Development/CISO
Healthcare IT
Information Technology and Services
West Munster, MD
Executive Vice President
Millennium EMS Solutions Ltd
Environmental Services
Edmonton Alberta, MD
Managing Director, Owner & Founder
SKDUK Asociates Ltd
Defense & Space
Eastrop Highworth,
Managing Director
Golden Coast FZE
Retail
Sylvania, OH
Owner, Inventor, Co-creator
Quantum Sound Therapy
Health, Wellness and Fitness
Port Saint Lucie, FL
Professor of Chaplain Ministries
Columbia International University
Religious Institutions
Blythewood,
Professor
Lund University
Packaging and Containers
Molnicke,
Senior Associate Athletic Director
San Jose State University
Education Management
Aptos,
Managing Partner
PPO Standards LLC.
Consulting
Plymouth, Minnesota
Controller
Mallah Furman & Company PA
Accounting
Miami, FL
Attorney
Law Office of Kevin L. Mosley
Law Practice
Little Neck, NY
Security Design Specialist
Austin Water Utility
Utilities
Kyle,
General Counsel
Resolution Portfolio Management & Oversight, LLC
Real Estate
Deerfield Beach, FL
Owner
DAO Technologies LLC
Information Technology and Services
Philidephia, PA
Director
Juniper Networks
Telecommunications
Denver, CO
Company Director
Fetchapet
Translation and Localization
Colchester, CO
Attorney
Storer & Miner, PLLC
Law Practice
Middletown, Idaho
Criminal & Traffic Defense Trial Lawyer
Ticket Law Center, A Criminal Defense Law Firm
Legal Services
Miami, Florida
President and Medical Director
Advanced TMS & Biobehavioral Centers
Medical Practice
Orange, CT
President
To Catch the Light of Peace Let Freedom Ring, Inc.
Fine Art
New York, NY
Director- Principal
Ami Foundation
Education Management
Kirkkonummi,
Founder/CEO
Affordable Furniture Mfg. Co.
Furniture
Tupelo,