About Us
For over 40 years, Carroll Enterprises, Inc. has met the specialized needs of insurance
buyers in the business-to-business and business-to-consumer markets. Initially offering
group products and services to small business owners, today Carroll Enterprises
provides innovative marketing, distribution, and support solutions for consumers,
brokers, insurers, financial institutions, and the public sector. Carroll Enterprises
is a privately held corporation with offices on the East Coast, in the Midwest,
and on the West Coast, providing quality products and services through our wholly-owned
subsidiaries.
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Company History
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Corporate Leadership
Francis R. Carroll | Chairman & Founder, Carroll Enterprises
Inc.
Mr. Carroll is a small business expert and a recognized national advocate for small
business concerns. He has delivered expert testimony on numerous issues before the
U.S. Congress including health care and insurance.
Mr. Carroll founded the company in 1967, and molded it into the diversified service
and product firm that it is today. For over 40 years, Mr. Carroll has been deeply
involved in public, veteran, and community service. The administrations of Presidents
Ford, Carter, Reagan and Bush (senior) appointed him to work with various agencies
and committees in Washington, DC.
Brian K. Carroll, CLU, CPCU | President & Chief
Executive Officer, Carroll Enterprises, Inc., and its subsidiaries; General Agent,
Small Business Insurance Agency, Inc. (SBIA)
In recent years, Mr. Carroll has made strategic acquisitions, building SBIA from
a small local insurance agency to a national full service insurance superstore with
multiple locations and a major online presence, serving both consumers and financial
institutions.
Brian is a Chartered Life Underwriter and Chartered Property Casualty Underwriter,
with over 20 years of insurance industry experience. He is past president of local
chapters of Chartered Life Underwriters and the National Association of Insurance
and Financial Advisors. Mr. Carroll also holds NASD Series 24 and Series 7 licenses.
Brian Carroll has a Bachelor of Science degree from Boston College and an MBA from
the University of Pennsylvania's Wharton School of Business.
Lisa M. Carroll, MS, MPH., RN | President, Small
Business Service Bureau, Inc. (SBSB); Vice-President, Carroll Enterprises, Inc.,
and its subsidiaries
Lisa is responsible for maintaining and developing contractual relationships with
health insurance and other carriers. She drives the organization's Customer Service,
Information Technology, and Administrative Departments. She is also responsible
for implementing Massachusetts statewide Commonwealth Choice Program in partnership
with the Commonwealth Health Insurance Connector Authority. Lisa previously served
as Assistant Commissioner for the Massachusetts Department of Medical Security.
Lisa Carroll is a registered nurse and holds a master's degree in nursing and a
master's degree in public health, both from Boston University.
Kevin A. Cullinan | Vice President of Finance, Carroll
Enterprises, Inc.
Kevin works closely with other senior management in the areas of Strategic Planning
and Finance for Carroll Enterprises, Inc. He is instrumental in helping the company
stay on course to carry out its mission and meet established goals. Mr. Cullinan
began his career in insurance in 1977.
Kevin Cullinan received his BA in Literature and his MBA in Finance from Boston
University.
David Soltys, CLU | Vice President, Carroll Enterprises,
Inc.; Vice President, Small Business Insurance Agency, Inc. (SBIA)
David has over 20 years of insurance industry experience, joining the Small Business
Service Bureau, Inc. in 1986, and shortly after moving over to SBIA. He is a Certified
Life Underwriter and holds NASD Series 63, 7 and 24 securities licenses.
David is a graduate of Nichols College and earned a Masters in Business Administration
from Northeastern University's Graduate School of Business.
Mark Petter | Vice President of Information Systems
Development, Carroll Enterprises, Inc.
Mark is responsible for the overall direction of Carroll Enterprises, Inc. information
systems development, networking and computer operations. With extensive IT experience,
he has directed applications architecture teams, managed complex IT projects, and
implemented software development methodology.
Mark has an MBA from Boston University and a BS from the University of Massachusetts.
Katherine Hessel | Vice President of Human Resources,
Carroll Enterprises, Inc.
Katherine is responsible for the strategic direction and operational efficiency
of all aspects of Human Resources (recruitment, benefits, compensation, Payroll/HRIS,
employee relations, and talent development) for the home office and remote office
locations. Katherine has over 20 years HR experience with manufacturing, engineering,
financial services, and insurance companies—in both the private and the public
sectors.
Katherine Hessel earned a Master's degree in Education from Worcester State College
and Bachelor degrees in English and Business Studies from Assumption College.
Jay Egan | Vice President of Sales, Small Business
Insurance Agency, Inc. (SBIA)
Jay has a strong understanding of building, motivating, and organizing sales and
operational teams. He provides valuable input into new product development, positioning,
branding, and sales strategy. Jay began his career in 1980 as a sales and marketing
professional with a leading Fortune 500 insurance company. He has been a guest lecturer
at the University of Massachusetts Medical School and its School of Public Health.
Jay Egan holds a Bachelor's degree from Assumption College.
David Briggs | Vice President of Marketing and Business
Development
Responsible for Carroll Enterprises, Inc.'s Pivot operation, David uses his extensive
experience in technical and program implementation to provide in-depth detailed
analysis of systems and process levels. He is also responsible for the overall insurance
Tele-application process for life, long-term care, and disability insurance. Additionally,
David oversees the integration and implementation of new designs and enhancements
to the Insurance Solutions Quoting and Tele-application web tool.
David Briggs is a graduate of Texas A&M University.
Brad Watts | Vice President and Controller, Small
Business Service Bureau, Inc. (SBSB)
Brad directs the accounting and control functions for SBSB, providing analytical
and operational support for the over $200 million generated in health insurance
premiums. He has constructed the commission-management function, improved the cash
receipt process, and spearheaded additional initiatives to automate functions, resulting
in reduced manual transactions.
Brad earned his Bachelor's degree from Duke University and received his MBA from
the University of Pennsylvania's Wharton School of Business.
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Community Service
Carroll Enterprises, Inc. and its subsidiaries have a long-established tradition
of social responsibility. For over forty years, we have spearheaded volunteer initiatives
and charitable donations.
Visit our Careers page for more information about Carroll
Enterprises commitment to the community.
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