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