April 2016: People on the Move

Named RBC branch director of the year

B_POM_CyrilMouaikel_0416 WEBCyril Mouaikel, branch director for the Watertown office of RBC Wealth Management, was recently named Branch Director of the Year for RBC Wealth Management – U.S., CEO John Taft announced in a letter to clients. [Read more…]

March 2016: People on the Move

CITEC Business Solutions names executive director

Carter

Carter

Reg Carter, who joined CITEC Business Solutions in 2013 as a business advisor, has been named the organization’s new executive director.

CITEC is a not-for-profit business consulting organization that helps small and medium-sized enterprises in Northern New York to thrive.

Since joining the organization, Mr. Carter has led the delivery of executive services, including working with the leaders of the north country in the areas of strategic planning, business assessments, succession planning and executive coaching with companies. [Read more…]

November 2015 Feature Story

All in a life’s work

Bob Gould, left, is retiring from Northwestern Mutual afer nearly 30 years, and also served as the mentor and recruiter of Cliff Davis, right. Photo by Amanda Morrison, NNY Business.

Bob Gould, left, is retiring from Northwestern Mutual afer nearly 30 years, and also served as the mentor and recruiter of Cliff Davis, right. Photo by Amanda Morrison, NNY Business.

Bob Gould will always shine at Northwestern Mutual

By Joleene Moody, NNY Business

When Cliff Davis met Bob Gould in the hallway of a downtown Watertown office building, he had no idea that selling insurance investments would become his life.

Mr. Davis is a retired Army Reserve lieutenant colonel. He knew when he left active duty at Fort Drum that he wanted to buy a business of some kind. A franchise, if he could find a decent one. So when Mr. Gould sparked his interest in Northwestern Mutual some 23 years ago, Mr. Davis listened with deep interest.

“Meeting Bob Gould was a happy accident,” Mr. Davis said. “I was supposed to meet with a headhunter that day. Headhunters recruit military officers for Fortune 500 jobs, and I was to interview with a company out of Detroit. When I went by that Monday morning to interview, no one was there. Bob Gould saw me waiting and invited me to have a seat in his office. I asked him what he did and he told me. That’s where it began.”

That inviting gesture gave Mr. Davis a future. But what’s more, it was an introduction to mentor and top insurance salesman Bob Gould, a man who knows what it takes to succeed in the financial services industry. He knows how because he lives it, and like most who plunge headfirst into the world of entrepreneurship, Mr. Gould recognized the only way to build a deliberate, successful life was to step up and work for it.

Mr. Gould was 23 years old when he was about to take a night job as a manager at Friendly’s restaurant. He killed that plan after talking with then-SUNY Oswego college director Bob Brutsch. Mr. Brutsch was very driven and very successful as a Northwestern Mutual agent, Mr. Gould said, and that success was attractive. In turn, the college director saw gumption in the young man and gave him his first shot as an insurance agent.

“What Brutsch saw in me was work ethic,” Mr. Gould recalled. “He made it very clear that if I did what he asked me to do, I could do good work, too. He knew I was a caring person and that I was a competitor. And he knew, because I grew up in foster homes and on farms that I respected hard work. He gave me an opportunity to become a college agent at the time.”

Mr. Gould was a second semester junior when he began his contract with Northwestern Mutual. To date, he’s been with the company for just over four decades, an exceptional feat, considering longevity is hard to come by in most industries today. In that time, he’s written approximately 5,950 policies for families and businesses across the north country, a testament to his faith, commitment and belief in the Milwaukee-based Northwestern Mutual.

But now the time has come to hang his hat. After 40 years, Mr. Gould wants to slow down. Semi-retire, as they say, and manage his accounts until other agents like Mr. Davis can assume skillful responsibility of them. Leaving his work behind won’t be easy. He’s got years of honest, meaningful relationships with longtime clients under his belt, and he wants to keep it that way.

“I’m going to miss my clients. Forty years makes for strong relationships. Some are with people I’ve done business with for more than 20 years. It’s an awesome responsibility,” Mr. Gould said, “but I’m confident in the agents like Cliff.”

Mr. Gould has mentored many men and women over the past 40 years. His passion for the business is palpable. It’s the same passion he was able to ignite in Mr. Davis.

“I knew how to farm and I knew how to fight,” Mr. Davis said. “I knew logistics. But I didn’t know anything about selling insurance. I was inclined to be self-employed, so it intrigued me. Bob gave me the spark to check out the industry. Here I am some twenty years later helping other people because I know it’s the right thing to do. That’s what Bob taught me.”

The right thing to do is serve clients with the best product that fits their needs. Everyone is different. Every business is different. Mr. Gould believes the key to serving a client is simple: Show up with integrity and knowledge and genuinely care about the person you intend to serve.

“If you have expert training, a great company and discipline, you’re going to be great. Here in the north country if you want to be successful, you better talk to everybody and you better be talking a lot,” Mr. Gould said. “The only ones who are going to make it are the ones who are truly compassionate and care about people.”

Bob Gould leaves Northwestern Mutual with a myriad of recognition in his wake, including being named at the Million Dollar Round Table 31 times, an accolade that puts him in the top 5 percent of all insurance producers in the world.

Joleene Moody is a creative coach, author, comedic speaker and freelance writer who lives in Oswego County with her husband and daughter. Contact her at joleenemoody.com.

November 2015: People on the Move

New finance coordinator at community foundation

jeican WEBMichele R. Jeican recently joined the staff of the Northern New York Community Foundation as finance coordinator.

Mrs. Jeican comes to the foundation from DOHL Development Corp., Watertown, a sister organization of Jefferson Rehabilitation Center. She was employed at DOHL for 25 years, most recently as chief operating officer. [Read more…]

July 2015: People on the Move

Financial advisor celebrates anniversary

B_POM_BrianWilcox_0715 WEBBrian Wilcox celebrated 30 years with Northwestern Mutual in June. [Read more…]

People on the move – January 2015

SLU names university communications VP

Melissa Richards

Melissa Richards

Melissa F. Richards has been named vice president for university communications at St. Lawrence University. She plans to begin her duties on Jan. 28. Ms. Richards is replacing Tom Evelyn, who left in May to become the associate vice president for strategic communications and marketing at the University of Florida

Ms. Richards most recently served as the assistant vice president for marketing and publications at Virginia Tech. She was first hired at Virginia Tech as the director of marketing and strategic communications in 2009, before being promoted in July 2010 to the assistant vice president position. Before working at Virginia Tech, Ms. Richards managed public relations at several technology and global software companies for 10 years.

A graduate of the University of Virginia, Ms. Richards is completing a master of public administration degree at Virginia Tech this month. She will be joined in Canton by her husband and two daughters. [Read more…]

2014 Class of 20 Under 40

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This year’s class of 20 Under 40 (click the recipient’s name to watch a video and read his or her profile):

 

 

An architect, a director of business development, communication professionals, a national sales and marketing manager, an educator, a financial planner, health care professionals, an information technology specialist, a transportation center director, a director of human resources, a loan officer, a pair of camp leaders, a director of operations and a few small business owners.

Our fourth annual 20 Under 40 class was the most competitive field yet, and these individuals represent a snapshot of Northern New York’s most accomplished, dedicated and involved young professionals, across a wide spectrum of industries, and across three counties.

All of these young men and women are involved in some shape or form in their community, whether by serving on an organization’s board, being a foster parent, serving in a youth leadership organization, or something as simple as helping to organize community 5K runs or making time to donate to food banks.

All of these leaders, who are between the ages of 22 and 39, were chosen not only by the editors and staff of NNY Business magazine, but by virtue of glowing recommendations from their peers and employers. And not only do these emerging leaders, who embody the prized north country values of compassion, hard work and selflessness, make time in hectic schedules to volunteer in the community, they give their very best in challenging career fields each and day, all out of an effort to make the place they have chosen to stay in and call home the very best place it can be.

Trevor C. Garlock, 27: Northwestern Mutual

 

Trevor C. Garlock credits his parents with instilling a work ethic and mindset in him that enabled him to become successful. [Read more…]

People On the Move – Sept. 2014

New staff at Bowers & Company CPAs

Bowers & Company CPAs, Syracuse, has hired Nathaniel J. Carroll as a senior tax accountant in its Watertown office. Mr. Carroll earned a bachelor’s degree in 2009 and a masters of professional accountancy in 2010 from West Virginia University. He is a certified public accountant.

Shirley A. Ostrander has also joined the firm as a new staff accountant in the Watertown office. Ms. Ostrander graduated in 1989 from Aquinas University of Legazpi, Philippines, and holds a CPA license in the Philippines. Prior to working with Bowers & Company, she was a staff accountant at Stackel & Navarra CPAs. [Read more…]

People on the Move – July 2013

Announces new hires

Conboy, McKay, Bachman & Kendall, LLP, Watertown, has announced two new employees at the law firm.

Samuel P. Burgess, a native of Watertown, attended Immaculate Heart Central High School and received a bachelor’s degree in sports management from St. John Fisher College in 2006. He received a master’s degree in business administration from Missouri Baptist University the following year and in 2013 earned a Juris Doctor summa cum laude from The John Marshall Law School in Chicago, where he was the valedictorian.

Mr. Burgess worked on The John Marshall Law Review while in school and worked as a law clerk at the Federal Deposit Insurance Corporation in Chicago, Ill., and at Conboy. He returned to Conboy in March and now works in the business and estate practice groups. [Read more…]