Page 78 - BusinessWest October 27, 2021

The Wealth Transition Col- lective Inc., a values-based, full-service financial-plan- ning firm in Holyoke, recently announced personnel news regarding three team mem- bers. Caitlin Trites recently passed the Securities Industry Essentials and Series 6 exams and has been promoted to
registered client relationship manager. She has 13
Deliso currently serves on and has held chairman of the board positions at Baystate Health Foundation and the Community Music School of Springfield. She is also a former board member of the YMCA of Greater Springfield and Pioneer Valley Refrigerated Warehouse, a former trustee of the Community Foundation of Western Massachusetts, and a mem- ber of the Bay Path University advisory board.
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Two employees who have been coordinating UMass
Amherst’s response to the COVID-19 pandemic since March were recently honored by
& Solar Business unit. Frazier has extensive experi- ence in brand and product-line commercializa- tion as a product marketing manager. He comes to OMG from Techtronic Industries of Anderson, S.C., where he spent more than six years, most recently as group product manager responsible for leading product development and marketing efforts within its Ryobi and Hart brands. He holds a master’s degree in marketing from Southern New Hamp- shire University and a bachelor’s degree in business administration from Bryant University in Smith- field, R.I.
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Professor Jennifer Taub of the Western New Eng-
land University School of Law has recently been elected to the American Law Institute (ALI), the leading independent organization in the U.S. producing scholarly work to clarify, modernize,
and otherwise improve the law. The organization includes judges, lawyers, and law professors from the U.S. and abroad, selected on the basis of profes- sional achievement and demonstrated interest in improving the law. Taub will join 24 new members from across the country to advance the ALI mission to clarify the law through restatements, principles, and model codes. At WNE School of Law, she teach- es civil procedure, white-collar crime, and other business and commercial law courses. A legal schol- ar and advocate, she is devoted to making complex business-law topics engaging inside and outside
of the classroom. Her scholarly research and writ- ing centers on corporate governance, banking
and financial market regulation, and white-collar crime. Similarly, her advocacy is focused on ‘follow the money’ matters, promoting transparency and opposing corruption. Her book, Big Dirty Money: The Shocking Injustice and Unseen Cost of White Collar Crime, was published in 2020 by Viking Press. Penguin Books published the paperback edition
of Big Dirty Money last month with a new subtitle: Making White Collar Criminals Pay, with a new preface and epilogue updates.
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Andrea Kwaczala, assistant professor of Biomedi-
cal Engineering (BME) in the Western New Eng- land University College of Engineering, has been named a 2021 Woman of Innovation for her efforts in post-secondary academic innovation and leader- ship by the Connecticut Technology Council (CTC) and the Connecticut Center for Advanced Technol- ogy Inc. Kwaczala was among 11 exceptional Con- necticut women recognized for their achievement in science, technology, engineering, and mathemat- ics (STEM) at the 17th annual Women of Innova- tion awards held virtually on Oct. 14. Women of Innovation finalists are nominated by their peers, co-workers, and mentors and are selected based on their professional experience, history of innovation, ability to think creatively and solve problems, and demonstration of leadership. The Post-Secondary Academic Innovation and Leadership award is granted to a woman working in the post-secondary academic setting who has created and fostered STEM programs in curriculum development, stu- dent research, and teacher-student collaborations. Each finalist has secured outside funding to support her work and/or received peer recognition for her leadership and innovation. The prestigious awards were earned by women innovators, role models, and leaders in STEM disciplines. They were selected from a field of 26 finalists — the scientists, research- ers, academics, manufacturers, student leaders, entrepreneurs, and technicians who are catalysts for scientific advancement throughout Connecticut.
CAITLIN TRITES
People on the Move
Chancellor Kumble Subbaswamy for their efforts. Ann Becker, campus Pub- lic Health director and a clinical asso- ciate professor in the Elaine Marieb College of Nursing, and Jeffrey Hes-
years of financial-services industry experience. Bill Kemple was recently award- ed Certified Plan Fiduciary Advisor designation. CPFA designees are financial pro- fessionals that demonstrate expertise and experience working with qualified retire- ment plans. During the CPFA certification, candidates spend two months learning about fiduciary services for qualified retirement plans. Kemple recently celebrated his one-year anniversary with the Wealth Transition Collective and brings more than 13 years of financial-
services experience helping individuals, families, and small business owners oversee their fiduciary affairs. Trina Moskal has joined the firm as a Medi- care planning specialist. She will be responsible
for new business development as well as working with firm clients on their individual Medicare and Social Security planning needs in the pre- and post- retirement life stages. Moskal has held a number of leadership positions in the healthcare community, and earned a master’s degree in healthcare man- agement from Bay Path University.
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Jean Deliso, CFP has been named a member of the 2021 Chairman’s Council of New York Life. Members of the Chairman’s Council rank in the top 4% of New York Life’s more than 12,000 licensed agents in sales achievement. Deliso has accomplished this level of achievement for 10
consecutive years. Deliso has been a New York Life agent since 1995 and is associated with New York Life’s Connecticut Valley General Office in Wind- sor, Conn. She is a member of Nautilus Group, an exclusive advanced-planning resource for estate- conservation and business-continuation strategies. She is president and owner of Deliso Financial and Insurance Services, a firm focusing on comprehen- sive financial strategies that help position clients for a solid financial future. She has been working in the financial field for more than 30 years, her first seven in public accounting and the balance working in the financial-services industry. A certified finan- cial planner, Deliso has developed an expertise in assisting business owners and individuals protect- ing and securing their and their family’s future. Her extensive experience has led to a focus in certain fields, such as cash-flow planning, risk manage- ment, investment, retirement, and estate planning.
cock, executive director of Environmental Health and Safety and Emergency Management, were awarded the Chancellor’s Medal at a recent tribute dinner. Hescock and Becker are the co-directors
of the university’s Public Health Promotion Center (PHPC), which has been the home to the UMass COVID testing and vaccination programs. The Chancellor’s Medal is the highest honor the campus bestows on individuals, and is given for exemplary and extraordinary service to the university. Becker and Hescock had worked together before the pan- demic on urgent issues of campus public health and safety, including their successful effort to stem a campus meningitis outbreak. When COVID-19 hit, they once again combined their respective expertise in public health and emergency management to quickly develop a response strategy for the campus, including the establishment of the PHPC, which became one of the largest asymptomatic COVID testing resources in the Commonwealth. They con- tinually evolved the PHPC from a testing site to a vaccination clinic as well.
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Florence Bank appointed Jenna Rahilly to serve as vice president and Human Resources Operations direc- tor. She is a 23-year veteran in the banking industry with 28 years of professional human-resources experi- ence. Rahilly most recently served as vice president
of Human Resources for a local credit union. Her duties included the overall management of the credit union’s human-resources function, which encompassed the development and implementa- tion of policies related to employee relations, orga- nizational development, recruitment, compensa- tion and benefits, training, and human-resources compliance. Rahilly studied at Marist College in Poughkeepsie, N.Y, where she earned a bachelor’s degree in English.
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Eric Frazier joined OMG Roofing Products as the market manager for its growing line of roofing adhesives. In his newly cre- ated position, Frazier is responsible for developing marketing strategies and sales-execution plans for the adhesive-product cat-
egory, including OMG’s popular line of OlyBond500 adhesives. In this capacity, he will work closely
with product management, marketing commu- nications, as well as the field sales team to deliver adhesive solutions to OMG customers. He reports to Adam Cincotta, vice president of the Adhesives
BILL KEMPLE
TRINA MOSKAL
JENNA RAHILLY
JEAN DELISO
ERIC FRAZIER
78 OCTOBER 27, 2021
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