Our people are our product. Each member of the CBP team has significant expertise in the employee benefits arena and is required to participate in a rigorous training process. We believe in being hands-on with our clients and accessible whenever you need us, wherever you need us. This is why we consistently have an industry-leading client retention rate upwards of 95 percent.
CEBS, Director, Compliance Services
Penny joined CBP in November 2010. As a Compliance Coordinator she brings over 25 years of experience in Employee Benefits, Compensation and Human Resources to the team. She is a Certified Employee Benefits Specialist and a longtime member of the International Foundation of Employee Benefits. Penny’s most recent work experience was at The Dannon Company, Inc., as Mgr. of Employee Benefits. She graduated from the University of Arizona with a BA in Anthropology and graduate work in Law.
VP, Client Services
Robin joined CBP as a Client Service Representative in June 2008. Robin was recently promoted to Manager, CBP HR, the newest division of CBP that handles all aspects of Human Resources. She has 25+ years of experience in HR/Client Services with a focus on hiring, training and management.
She graduated from Roger Williams University with a BA in Marketing and minor in Computer Science and Economics.
Debbie joined CBP in June 2014 as a Technology Consultant. She brings with her a wealth of experience in industries ranging from commodities trading, manufacturing and importing to insurance and professional services. As Technology Consultant, she works closely with clients to assess their needs and provides objective advice on the implementation and use of technology platforms.
Debbie graduated with a BA in Psychology and Sociology from New England College and an MBA from the University of Connecticut.
Terence S. Fitzgerald, MD
Chief Medical Officer
Dr. Fitzgerald has broad experience in clinical and administrative medicine. He is board certified in Pediatrics, Allergy and Immunology. He conducted a clinical practice focused on the prevention, evaluation and treatment of allergic diseases in Stamford, CT from 1974 through 1994.
In 1995 Dr. Fitzgerald assumed a part time medical director role for a regional health insurance company in Connecticut. He progressed to a full time position as the Regional Medical Director for Connecticut for a large national health insurance company. His responsibilities included quality of care programs, peer review, utilization review and presentation of health and wellness programs. In recent years he was the clinical lead on a team that reviewed and evaluated the utilization and demographic patterns of large self-insured clients in the tri-state area. The results of these reviews were presented to the clients to assist them in determining an appropriate overall health and wellness strategy for their employees and families.
He received his BA and MD degrees from the University of Vermont, completed post-doctoral training in Pediatrics, Allergy and Immunology at the Medical College of Virginia in Richmond, VA and served as a medical officer in the U. S. Army from 1972 through 1974.
Andrea joined CBP in July 2013. As our Wellness Manager, she brings over 15 years of experience in management consulting and strategic solutions. She is responsible for assisting with the development, implementation and evaluation of comprehensive wellness strategies for existing and prospective CBP clients. She provides assistance and support to CBP clients by developing personalized programs that fit clients’ unique health management needs, wellness program implementation, committee development, promotion and marketing of their programs to encourage participation. In addition, she conducts program analysis for generating reports related to program participation, health assessment and client utilization. As the Wellness Manager, she interfaces with CBP’s Chief Medical Officer, Dr. Terrence Fitzgerald, to leverage clinical and analytic data in support of CBP’s health management solutions.
As a former Managing Principal at Transformation One, a consulting firm, her focus was to support small to medium sized organizations with the strategy, planning, and implementation of successful wellness programs. In addition, she is a Holistic Nutrition Counselor who has supported on-the-go professionals in promoting healthy lifestyle choices within the workplace and home. She is a certified Health and Nutrition Counselor through SUNY Purchase and the American Association of Drugless Practitioners. In addition, she is a NASM Certified Personal Trainer. She graduated with a BS in Engineering from Cornell University.
Senior Financial Adviser
Matt began his career as a financial adviser in 1994. He provides financial planning and insurance protection to individuals and business owners. While leading the CBP Executive division, he has the skills, knowledge and experience required to help meet a client's established goals.
Matt is a Certified Financial Planner (CFP) and has 3 additional designations from The American College. These include Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Chartered Advisor for Senior Living (CASL). He graduated from the University of Connecticut with a BS in Finance.
"CBP is a great resource for our company. They consistently evaluate an increasingly complex marketplace and provide us with competitive benefit options for our employees. Their team takes the time to thoroughly explain our benefits to our employees, and they answer any questions they may have – even individually and confidentially, as needed. It's reassuring to have such an engaged business partner and it’s why we highly recommend CBP."
"Through creative plan designs, funding arrangements, and negotiations with carriers, CBP has helped us stay within our budget while still offering our employees rich benefits. I know I can always speak with someone who not only knows our benefits program, but treats me and my staff with the utmost respect and professionalism. CBP is a true business partner of our firm."
"CBP has transformed the way that our company offers and communicates our benefits package to our employees! As a technology company it is important that we remain ahead of the curve in every aspect of our business including servicing our employees which CBP has helped us achieve by providing a website customized to our benefits package where employees can review, change and enroll in benefits. Even more important, CBP has helped us achieve our technology goal while still providing old fashion service, professionalism, and of course a great benefits package! Thank you CBP for being a valuable extension of our HR Department."