Staff Directory

Our staff is at your disposal. Please feel free to contact us with any questions or concerns you might have regarding your insurance policies.

NAME (Last, First) DEPARTMENT LOCATION PHONE
Anderson, Robin Personal Middletown 401-683-7334 Email Robin
Andrade, David Commercial Middletown 401-683-7390 Email David
Andrade, Victor Administration Middletown 401-848-6606 Email Victor
Arruda, Jen Commercial Middletown 401-683-7336 Email Jen
Beaudette, Daniel Black Point Middletown 401-264-4004 Email Daniel
Boldt, Jeff Commercial Middletown 401-264-4006 Email Jeff
Bonneau, Pat Personal East Providence 401-264-4016 Email Pat
Caruso, Mary Personal Middletown 401-683-7331 Email Mary
Carvalho, Lynne Commercial Middletown 401-683-7332 Email Lynne
Coppolino, Lou Commercial East Providence 401-264-4009 Email Lou
Costa, Cara Marie Personal Middletown 401-264-4010 Email Cara Marie
Dufault, Rachael Black Point Middletown 401-683-7397 Email Rachael
Fitch, Terri Administration Middletown 401-683-7326 Email Terri
Garcia, Rosie Commercial Middletown 401-683-7328 Email Rosie
Giuseffi, Carol Administration Middletown 401-683-7385 Email Carol
Harris, Jon Black Point Middletown 401-683-7392 Email Jon
Holmes, Margie Commercial Middletown 401-683-7323 Email Margie
Howe, Autumn Commercial East Providence 401-264-4001 Email Autumn
Jacques, Grace Commercial Middletown 401-683-7394 Email Grace
LaLena, RoseMarie Personal Middletown 401-683-7335 Email RoseMarie
Landry, Susan Administration Middletown 401-683-7344 Email Susan
Lawless, Lorne Commercial Middletown 401-683-7325 Email Lorne
Leary, Irene Commercial Middletown 401-683-7324 Email Irene
Lyle, Lori Commercial Middletown 401-683-7384 Email Lori
Maiato, Dawn Personal Middletown 401-264-4008 Email Dawn
Medeiros, Stephanie Personal Middletown 401-264-4012 Email Stephanie
Mongeau, Larry Commercial Middletown 401-683-7395 Email Larry
O'Neill, Peter Commercial Middletown 401-683-7393 Email Peter
Pannone, LeeAnn Personal Middletown 401-264-4011 Email LeeAnn
Pimentel, Helena Personal New Bedford 508-742-4563 Email Helena
Pimentel, Phoebe Commercial New Bedford 508-742-4564 Email Phoebe
Rogers, Barbara Personal New Bedford 508-742-4562 Email Barbara
Souza, Dianne Commercial Middletown 401-683-7327 Email Dianne
St. John, Deborah Personal Middletown 401-683-7333 Email Deborah
Starr, June Commercial Middletown 401-683-7337 Email June
Wilson, Leslie Personal Middletown 401-683-7330 Email Leslie
Woishek, Ray Commercial Middletown 401-683-7391 Email Ray
Anderson, Robin
Director of Client Services, Personal Insurance

Robin manages personal insurance operations and account services. She holds the CIC and ACSR designations and has more than 10 years of insurance experience.

Andrade, David
President

David joined the firm in 1990. Now the firm’s president, he is responsible for the successful operation and financial soundness of the agency. David handles commercial sales and sales management for the company. He is a CPCU candidate, and a member of several carrier advisory councils.

Andrade, Victor
Founder

Victor began his career in his father’s insurance agency and has more than 50 years of insurance experience.  He opened what is now Carey, Richmond & Viking Insurance in 1961.  Victor serves as the trustee of the firm’s 401k and profit-sharing plan, and handles all acquisitions.  Acquisitions since 1961 have included Gula Insurance Agency in New Bedford, Stone Mill Agency in Newport, Cain & Divver Insurance Agency in Pawtucket, and Anderton Insurance Agency in East Providence. 

Arruda, Jen
Account Manager, Commercial Insurance

Jennifer is responsible for general account maintenance which includes coverage knowledge, sustaining client relationships, and coordinating policy changes, invoicing, and billing inquiries.  She holds the ACSR designation and has more than 10 years of insurance service experience.

Beaudette, Daniel
Boldt, Jeff
Director of Commercial Insurance

Jeff develops and implements the agenda for the commercial insurance department at CRV. He holds the CPCU, CIC, CRM and ALCM designations. Jeff has a strong working knowledge of the insurance industry with more than 20 years of experience with three major insurance carriers.

 

.

Bonneau, Pat
Account Manager, Personal Insurance

Pat is responsible for general account maintenance including policy changes, invoicing, billing inquiries and endorsement processing. She has more than 40 years of insurance experience.

Caruso, Mary
Account Executive

Mary is responsible for new business development in personal insurance. She has almost 10 years of insurance sales development and service experience.

Carvalho, Lynne
Claims and Account Manager, Commercial Insurance

Lynne is responsible for all claims activities and processing and is a carrier/client liaison.  As an account manager she is also responsible for general account maintenance, coordination of policy changes, invoicing and billing inquiries for commercial account clients.  Lynne has more than 20 years of insurance experience and holds a CISR designation.                       

Coppolino, Lou
Account Executive

As an account executive, Lou is responsible for new commercial business development and commercial account relationships.  He has more than 30 years of experience in commercial insurance sales. 

Costa, Cara Marie
Account Manager, Personal Insurance
Dufault, Rachael
Fitch, Terri
Human Resources Manager

As Human Resources Manager, Terri is responsible for staffing functions to include employee training and education, retention, and performance evaluation as well as benefits management and policy development and implementation.  She has more than 10 years of experience in the human resources field.

Garcia, Rosie
Account Manager, Commercial Insurance

Rosie is responsible for general account maintenance including policy changes, invoicing, billing inquiries and endorsement processing.  She has more than 10 years of insurance experience and holds an ACSR designation.

Giuseffi, Carol
Bookkeeper

Carol manages all aspects of the bookkeeping function including payroll, accounts receivable, accounts payable, benefits accounting, and financial reporting.  She has more than 20 years of experience in the accounting field.

Harris, Jon
Holmes, Margie
Account Manager, Commercial Insurance

Margie has more than 25 years of commercial insurance carrier experience in auditing and management processes.  Margie is responsible for general account maintenance which includes coverage knowledge, sustaining client relationships, and coordinating policy changes, invoicing, and billing inquiries.  She holds the AIS and CIPA designations.

Howe, Autumn
Account Executive/Branch Manager, East Providence

Autumn manages the day-to-day operations of the East Providence office, formerly Anderton Insurance Agency.  The two firms merged in 2008.  She is responsible for commercial sales and servicing for new and existing accounts.  Autumn holds the CIC and CISR designations and has more than 30 years of experience in the insurance industry.

Jacques, Grace
Account Manager, Commercial Insurance

Grace is responsible for general account maintenance which includes coverage knowledge, sustaining client relationships, and coordinating policy changes, invoicing, and billing inquiries.  She holds the ACSR designation and has more than 10 years of insurance service experience.

LaLena, RoseMarie
Senior Sales Executive, Personal Insurance

RoseMarie is responsible for new business development in personal insurance.  She holds the CIC designation and has more than 20 years of insurance sales and service experience.

Landry, Susan
Operations Manager

Susan has more than 30 years of insurance experience including commercial marketing and account management.  As the operations manager, Susan oversees work flow and procedures and manages all information technology issues.  Susan holds an AAI designation.

Lawless, Lorne
Account Executive

As an account executive, Lorne is responsible for new commercial business development and commercial account relationships.  He has more than 10 years of professional sales and insurance sales experience.

Leary, Irene
Marketing Manager, Commercial Insurance

Irene has more than 30 years of experience in the insurance industry.  Her background is in risk management for global and middle-market organizations.  She has earned the CPCU, AU, and CRIS designations.

Lyle, Lori
Account Executive, Commercial Insurance

Lori has more than 30 years of insurance experience in commercial service, specialized markets, claims and risk management. She has client relationship and account management responsibilities for specific agency accounts. Lori has earned the CIC and AAI designations.

Maiato, Dawn
Personal Insurance Technician

Dawn's responsibilities include clerical support and carrier download processing for account managers in the personal insurance department.   Dawn has more than 5 years of insurance experience.

Medeiros, Stephanie
Account Manager, Personal Insurance

Stephanie is responsible for general account maintenance including policy changes, invoicing, billing inquiries and endorsement processing.   She holds the CIC and ACSR designations and has more than 10 years of insurance experience.

Mongeau, Larry
Account Executive

As an account executive, Larry is responsible for new commercial business development and commercial account relationships.  He has extensive experience in professional liability coverages and general commercial insurance sales.  Larry holds a CIC designation.  He is an attorney and has been a member of the RI Bar Association since 1987.

O'Neill, Peter
Account Executive

As an Account Executive, Peter is responsible for new commercial business development and commercial account relationships.  He has more than 5 years of management experience in sales and operations.

Pannone, LeeAnn
Sales Executive/Account Manager

LeeAnn is responsible for new business development in personal insurance.  She holds the CPIA and ACSR designations and has more than 20 years of insurance sales and service experience.

Pimentel, Helena
Account Manager, Personal Insurance

Helen is responsible for general account maintenance including policy changes, invoicing, billing inquiries and endorsement processing.   She has more than 25 years of insurance experience and holds the CISR designation.  Helen speaks fluent Portuguese.

Pimentel, Phoebe
Office Manager, New Bedford

Phoebe manages the day-to-day operations of the New Bedford office, formerly Gula Insurance Agency.  The two firms merged in 1994.  She is responsible for commercial and personal sales and servicing for new and existing client accounts.  Phoebe holds a CIC designation and has more than 25 years of experience in the insurance industry.  She speaks fluent Portuguese.

Rogers, Barbara
Customer Support/Receptionist

Barbara provides administrative support services in the New Bedford office.  She has more than 20 years of insurance support experience.

Souza, Dianne
Senior Account Manager, Commercial Insurance

Dianne has more than 35 years of insurance experience.  She is responsible for general account maintenance including policy changes, invoicing, billing inquiries and endorsement processing for commercial insurance accounts.  Dianne holds the CISR designation. 

St. John, Deborah
Account Manager, Personal Insurance

Debbie is responsible for general account management, which includes guiding clients through coverage discussions, explaining insurance company and policy changes, answering invoicing & billing questions and handling all of a client's insurance related inquiries. Debbie has worked as an insurance agent for 17 years. She lives in Portsmouth, RI, and is very active as a dedicated volunteer with the Potter League for Animals of Middletown.

Starr, June
Senior Account Manager, Commercial Insurance

June has more than 20 years of insurance experience including insurance marketing and management.  She is responsible for general account maintenance including policy changes, invoicing, billing inquiries and endorsement processing.  June holds the AAI, AIS, and the AU designations.

Wilson, Leslie
Account Manager, Personal Insurance

Leslie is responsible for general account maintenance including policy changes, invoicing, billing inquiries and endorsement processing.   She has more than 25 years of insurance service experience.

Woishek, Ray
Account Executive

As an account executive, Ray is responsible for new commercial business development and commercial account relationships.  He has more than 25 years of experience in commercial insurance sales and holds a CRIS designation. 

contact us | legal | compensation disclosure © 2014 carey, richmond & viking insurance