People on the Move
Chicopee Savings Bank recently welcomed Christopher Casale to its Financial Services Center as an investment services sales associate. Casale has been advising clients on investments and insurance as a registered representative for more than 30 years. In 1982, he started his career with E.F. Hutton & Co. and most recently worked at United Bank, where he served as a personal banker and assistant vice president of investments. Casale has earned his Series 7, 63, and Investment Advisor Representative designation through LPL Financial as well as his license in life, accident, and health insurance. He graduated in 1982 from American International College with a bachelor’s degree in business administration.
John O’Rourke III has been appointed to the position of controller at Bay Path University. O’Rourke will work closely with Vice President for Finance and Administrative Services Michael Giampietro and the staff of the university’s Business Office to account for and manage its financial assets. His responsibilities include overseeing payroll, accounting, receivables and payables, grant accounting and compliance, and the Bursar’s Office. “John O’Rourke is highly skilled in financial analysis, auditing, and strategic planning,” Giampietro said. “We are excited to have him join the university staff.” O’Rourke brings to the university more than 15 years of experience in finance and accounting. Prior to joining the Bay Path staff, he served as comptroller for Holyoke Community College, and has additional experience as an investment accountant for MassMutual Financial Group and staff accountant for Lester Halpern & Co. He holds a master’s degree in business administration from UMass Amherst.
The Gray House recently inducted five new board members to three-year terms.
• Jan Rodriguez Denney is director of Elder Affairs for the city of Springfield. She holds a bachelor’s degree in early childhood education from UMass and a master’s degree in human resources development from American International College. She serves on the board of Partners for a Healthier Community, Springfield Food Policy Council, Regional Employment Board, YWCA, Incorporated Emerson Wright Foundation, Greater Senior Services Inc., and Springfield College Board.
• Sean Ditto is a project executive with Consigli Construction Co. in Hartford, Conn. He has a bachelor’s degree in civil engineering from Norwich University.
• Karen Garcia is a family specialist with the New England Farm Workers Council. She works with the homeless to help them address their issues so they are able to sustain affordable housing.
• Sr. Catherine Homrok is one of the founders of the Gray House. She entered the Sisters of St. Joseph in 1959 after graduation from St. Jerome High School in Holyoke. She received her bachelor’s degree from Elms College and her master’s degree from Emerson College. Currently, she serves the Roman Catholic Diocese of Springfield as its director of Pastoral Ministries.
• Tina-Marie Quagliato is director of disaster recovery and compliance for the city of Springfield. She has been employed by the city for almost 11 years, with varying roles in housing, community development, and neighborhood stabilization. She is on the board of trustees for the Martin Luther King Jr. Charter School of Excellence in Springfield and the board of directors for the United Way of Pioneer Valley, Emergency Food and Shelter Program. She has volunteered with Keep Springfield Beautiful, Habitat for Humanity, Open Pantry, and the Mattoon Street Arts Festival.
The Gray House is a small, neighborhood human-service agency located at 22 Sheldon St. in the North End of Springfield. Its mission is to help neighbors facing hardships to meet their immediate and transitional needs by providing food, clothing, and educational services in a safe, positive environment. For more information, visit www.grayhouse.org.
Corina Belle-Isle has joined Gage-Wiley & Co. Inc. in a dual role, serving as a financial advisor and also holding a new position the investment firm recently created: director of business development. In her leadership position, Belle-Isle will work with President Christopher Milne to set firm and wide objectives and identify methods to reach these goals. She also will have a responsibility to develop, coordinate, and implement plans designed to increase existing business and capture new opportunities. “Creating this new leadership position represents one more incremental step in our long-term goal of advancing Gage-Wiley as a comprehensive boutique wealth-management firm mand ensuring we are well-positioned to support the growing and complex needs of our clients,” Milne said. Belle-Isle’s varied background includes experience in financial services, real estate, corporate sales and marketing, small-business ownership, and nonprofit development. Rounding out her business knowledge and experience are her creative pursuits; last year, she served as the principal and curator of the Quinn Marin Gallery Project in Rockport. “The common thread among all her experiences is a demonstrated success in business development and building strong relationships,” Milne said.
Berkshire Bank announced that Kathryn Dube has joined the bank as first vice president and wealth business development leader. Dube brings more than 30 years of banking and financial-management experience to her new role. She has held progressively responsible positions in retail banking and wealth management in the Western Mass. and Connecticut markets. Prior to joining Berkshire Bank, she served as senior vice president of private banking at TD Bank, where she was responsible for sales of wealth products and services and generating new assets. She served as senior vice president, regional retail market manager for TD Bank as well, managing a network of 35 stores and $2 billion in deposits. Dube holds Series 7 and 66 FINRA licenses. She attended the University of Connecticut, New England College of Finance, and Bryant College. Involved in numerous community endeavors, she is the current chair of the United Way Women’s Leadership Council in the Pioneer Valley, a member of the organization’s board of directors, and co-chair of the Endowment Committee for the United Way. Having previously served as chair and vice chair for the United Way of Pioneer Valley, she was selected as the organization’s Volunteer of the Year in 2014.
Phillips Insurance Agency Inc. announced that account executive Sam Fortsch has earned the prestigious accredited adviser in insurance (AAI) designation. This degree was earned after he successfully completed the Liberty Mutual Commercial Lines Producers School, an intensive, six-month training program that included multiple classes and nine exams. Fortsch joined Phillips Insurance in July 2014 after four years of active-duty service in the U.S. Army. He left the Army as a captain after two tours of duty in Afghanistan with the 101st Airborne. He holds a bachelor’s degree from UMass. Fortsch has developed a strong expertise in the energy, automotive, technology, and craft-brewing industries in a short time, said Joseph Phillips, president of Phillips Insurance. “The same level of commitment that he brought to serving his country, he has brought to serving his clients.” Fortsch is servicing existing clients and cultivating new business opportunities throughout New England. Phillips Insurance Agency, established in 1953, is a full-service risk-management firm with a staff of 23 professionals. The agency handles the personal and commercial insurance needs for thousands of individuals and businesses throughout New England.
Richard Venne, president and CEO of Community Enterprises Inc., announced the appointment of Gary Daniele as director of Greenfield Community Employment and Training Programs. He is responsible for the effective management of all aspects of employment and training services in Greenfield, and will implement the organization’s mission and values by supporting individuals to make positive changes in their lives. Daniele was previously employed by the state of Oregon as a branch manager for vocational rehabilitation. He has more than 25 years of experience in employment, vocational, and residential supports for individuals with disabilities, and was awarded the Department of Human Services Director’s Excellence Award in 2014. He received his bachelor’s degree in psychology from Roger Williams University. Community Enterprises is a human-service organization that provides employment, education, housing supports, and day supports for people with disabilities. Headquartered in Northampton, it maintains 27 service locations throughout Massachusetts, Connecticut, New York, Oklahoma, Rhode Island, and Kentucky. The Massachusetts offices include Springfield, Holyoke, Pittsfield, Greenfield, Worcester, Salem, Gloucester, and Somerville. The nonprofit organization, which started as a small program at Northampton State Hospital, has grown to a $22.5 million business.
•••••Ramon Financial Services announced that Yvonne Diaz is joining the company as a benefits consultant. She will design and service employee-benefit programs for new and existing clients. Diaz brings 16 years of industry experience, including 10 years as an account executive at Health New England. She received her bachelor’s degree in liberal studies from Bay Path College and is currently a member of Leadership Pioneer Valley’s Class of 2016.
AFC Doctors Express announced the appointment of Dr. Vincent Meoli as regional medical director. With 10 years of experience, Meoli will be responsible for developing clinical guidelines for treatment of patients, assisting in recruitment of new medical staff, coordinating patient care with administrators and medical assistants, and developing ongoing teaching programs for all medical staff. “I am thrilled to join AFC Doctors Express as the new regional medical director,” Meoli said. “I have seen the company develop over the past few years as a leading healthcare resource, and I am excited to bring my passion for patient-oriented healthcare to this emerging source of collaborative medicine.” Meoli completed his emergency-medicine residency program at Albert Einstein College of Medicine in 2006 and received his doctor of medicine degree from Boston University School of Medicine in 2002. He is an active member in the American College of Emergency Physicians, an organization that works to promote high-quality emergency care and continuing-education opportunities. Meoli is also involved in the American Academy of Emergency Medicine, a program that promotes access to superior emergency care by emergency-care specialists. “Our mission is to deliver high-quality healthcare and provide an exceptional experience for patients who are sick, injured, or who just need to see a doctor,” said Rick Crews, president of Medvest, LLC. “After a long search, we have found the best candidate that not only shares in our dedication to patients, but is also talented.”