Diversified Investment Advisors
Industry: Company
DescriptionTransamerica Retirement Solutions, is a recently renamed full service retirement firm formed via the mergers of several “AEGON” companies including Transamerica Retirement Services, The Employer ... Parent organization: Aegon N.V. Founded: 1963 Number of employees: >3000 employees Headquarters: Baltimore, MD, Tampa, FL, Natick, MA Subsidiaries: Transamerica Investors Securities Corporation,
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Diversified Investment Advisors Employees
Securities Training Corporation June 1999 - Present
WakeUpGoldilocks January 1997 - Present
Diversified Investment Advisors January 1989 - June 1999
Skills
Access, Banking, Blogging, Event Planning, Microsoft Word, Retail, Securities, Training, Insurance, Coaching, Microsoft Office, Investment Advisory, Sales, Leadership, Management, Team Building, Social Media, Leadership Development, Marketing, Organizational..., Program Management, Project Management, Strategy
Education
State University of New York College at Oswego
Bachelor's Degree, Business/Corporate Communications, Magna Cum Laude
Fidelity Investments October 2011 - Present
Diversified Investment Advisors July 2005 - October 2011
T. Rowe Price March 1995 - March 2004
Education
University of Southern California 1987 — 1989
MA, International Relations
Primerica Financial Services 2005 - Present
Millennium Mechanical Contractors, Inc. 2006 - 2008
Aon Consulting 2001 - 2004
Diversified Investment Advisors 2000 - 2001
Retirement System Group 1993 - 1997
Godwins, Inc 1990 - 1992
William M. Mercer Inc 1989 - 1990
Skills
Office Management, Expense Reduction, Budget Management, Budgets, Employee Benefits, Expenses, Insurance, Investments, Management, Leadership, Retirement, Payroll, Financial Analysis, Customer Service
Education
Pace University-Pleasantville/Briarcliff Campus
Bachelor of Business Administration, Management
Animal Behavior College October 2013 - November 2014
Sheila Gautreaux January 2014 - May 2014
East Bay Recruiting Company of the U.S. Army February 2010 - November 2012
International Cultural Exchange Services January 2010 - July 2011
Isagenix 2009 - 2010
Wells Fargo Bank January 2006 - September 2009
Charles Schwab & Company January 2003 - January 2006
General Reinsurance Corporation January 2001 - January 2003
Qwest Communications January 2000 - January 2001
Diversified Investment Advisors January 1998 - January 2000
Skills
Training, Recruiting, Human Resources, Management, Event Planning, Customer Service, Budgets, Employee Benefits, Vendor Management, Sales, Time Management, Access, Forecasting, Logistics, Editing, Personnel Management, Team Building
Education
Animal Behavior College 2013 — 2014
Certification for Veterinary Assistant program, Veterinary/Animal Health Technology/Technician and Veterinary Assistant
City University of New York-Queens College 1970 — 1975
B.A., Elementary Education
Queens College 1970 — 1975
BA, Elementary Education; Special Education
Queens College 1970 — 1975
Bachelor of Arts (B.A.), Elementary Education and Teaching
Purdue Pharma L.P. May 2001 - Present
Diversified Investment Advisors September 1999 - April 2001
PepsiCo March 1997 - August 1999
New York Medical College September 1995 - February 1997
Skills
SharePoint, FDA, Pharmaceutical Industry, 21 CFR Part 11, SDLC, ASP.NET, Microsoft SQL Server, Software Development, System Architecture, Project Management, Information Technology, Microsoft Technologies, Document Management, Records Management, Enterprise Search
Education
State University of New York at Oswego 1991 — 1995
Bachelor of Arts (BA), English Writing Arts, Philosophy
Ossining High School
VALIC December 2014 - Present
T. Rowe Price May 2007 - December 2014
Diversified Investment Advisors July 2005 - May 2007
Skills
Asset Allocation, Mutual Funds, Series 7, 401k, Series 63, Pensions, Investments, Series 6, Retirement Planning, Defined Benefit, Fund Of Funds, Roth IRA, Bonds, Earned Certified..., CERTIFIED FINANCIAL...
Education
Pace University-Pleasantville/Briarcliff Campus 1998 — 2000
Bachelors of Business Administration, Finance
Paul Global Benefits July 2015 - Present
Wells Fargo Institutional Retirement & Trust September 2001 - June 2015
Wachovia Retirement Services September 2006 - December 2008
Retirement System Group Inc. 1999 - 2001
Diversified Investment Advisors 1997 - 1999
Bank Of New York 1994 - 1996
SGS Government Programs Inc. 1994 - 1995
Skills
Relationship Management, 401k, Pensions, CRM, Mutual Funds, Retirement, Financial Services, Retirement Planning, Defined Benefit, Employee Benefits, Banking, Risk Management, Financial Planning, Finance
Education
Saint Thomas Aquinas College 2010 — 2015
MBA
Xavier Institute of Communications 1988 — 1988
Public Relations
St. Xavier's College 1980 — 1985
BS
Financial Services Company November 2004 - Present
Virtuoso 2008 - 2009
Magellan360 2000 - 2006
Diversified Investment Advisors April 2002 - November 2004
MarTech, Inc. August 1996 - April 2002
PDS 1995 - 2000
Skills
Management, Software Development, Agile Methodologies, Business Intelligence, Mobile Devices, Architecture, Cloud Computing, Architectures, Risk Management, Project Management, Web Services, Visio, SDLC, SQL, Requirements Analysis, Business Analysis, Unix, IT Strategy, Business Process, Mobile Technology, .NET, Software Project..., Microsoft SQL Server, SharePoint, Java, ASP.NET, Enterprise Architecture
Education
Randolph-Macon College 1985 — 1989
Bachelor Science, Computer Science
BMO Global Asset Management June 2014 - Present
Transamerica Retirement Solutions August 2011 - June 2014
Diversified Investment Advisors March 2010 - July 2011
Education
University of Northern Iowa 2005 — 2009
Bachelor of Arts, Business Administration; Supply Chain Management
Strategic Pension Group March 2013 - Present
Ann Arbor Business Advisors October 2011 - January 2012
Transamerica Retirement Services May 2003 - April 2011
Barclays Global Investors January 2000 - October 2001
Diversified Investment Advisors August 1996 - December 1999
SEI October 1993 - May 1996
US Army April 1989 - August 1993
Skills
Defined Benefit, Defined Contribution, Retirement Plan..., 401k, Pensions, ERISA, Retirement Planning, Relationship Management, Investments, Profit Sharing, Employee Benefits, Securities, Retirement, Financial Advisory, ESOP (Employee Stock...
Education
University of Michigan 1985 — 1989
B.A., Psychology
AmeriCares May 2007 - Present
Domus 2002 - 2004
Diversified Investment Advisors 1995 - 1997
American Geriatrics Society 1992 - 1995
Skills
Fluent in Italian and..., Annual Giving, Fundraising, Proposal Writing, Philanthropy, Stewardship
Education
Pace University-Pleasantville/Briarcliff Campus 1987 — 1991
B.A., English/Communications
Purdue Pharma March 2013 - Present
Purdue Pharma L.P. January 2006 - March 2013
Purdue Pharma L.P. June 2004 - January 2006
Diversified Investment Advisors 1999 - 2000
Pepsi Cola North America 1994 - 1999
Hughes Danbury Optical Systems Inc., Danbury CT. June 1991 - October 1994
International Business Machines December 1989 - June 1991
Skills
Pharmaceutical Industry, Vendor Management, Disaster Recovery, Process Improvement, Computer System..., Cross-functional Team..., 21 CFR Part 11, Software Documentation, SDLC, Pharmaceutical Sales, IT Management, FDA, IT Strategy, Project Management, Sales Operations, Data Center, Strategy, Management, Strategic Planning, Leadership, Product Launch, ERP, Business Process, Business Intelligence, Change Management, Information Technology
Education
Sacred Heart University 1995 — 1998
Master of Business Administration (M.B.A.), Finance, General
Western Connecticut State University 1986 — 1990
Bachelor's Degree, Management Information Systems, General
MainePERS June 2014 - Present
Transamerica Retirement Solutions April 2004 - May 2014
Diversified Investment Advisors May 2006 - November 2008
Diversified Investment Advisors April 2004 - May 2006
Aetna July 2002 - October 2003
Skills
Pensions, Investments, Defined Benefit, 401k, Actuarial Science, Statistics, Data Analysis, Data Management, Project Management, Asset Allocation, Financial Modeling
Education
Trinity College 1998 — 2002
Bachelor of Science (BS), Mathematics
Elastic February 2015 - Present
Salesforce April 2014 - February 2015
salesforce.com September 2012 - April 2014
Salesforce.com December 2011 - September 2012
High Five Marketing March 2011 - December 2011
InterCall December 2010 - March 2011
The Comet May 2010 - March 2011
InterCall January 2008 - December 2010
The Orchard May 2009 - December 2009
Diversified Investment Advisors April 2007 - June 2007
Skills
Six Sigma, Online Marketing, Interactive Marketing..., Marketing Strategy, Music Industry, Entertainment, Salesforce.com, Market Research, Marketing Communications, Telecommunications, CRM software, Database Administration, Cloud Computing, Platforms, Business Analysis, Analytics, Sales Operations, Forecasting, CRM, Sales, Sales Process, Management, Leadership, Business Intelligence, Sales Management, Mentoring, Marketing, Team Leadership, Project Management, Account Management, Product Management, Agile Methodologies, E-commerce, Strategy, Strategic Partnerships, Competitive Analysis, Training, Cross-functional Team..., Lead Generation, SaaS, IT Strategy, Analysis, Start-ups, Mobile Devices, Enterprise Software, Product Marketing, Business Process, Go-to-market Strategy, Program Management
Education
New York University 2008 — 2010
Master of Arts, Music Business
Texas Christian University 2004 — 2007
Bachelor of Arts, Music, Business Minor
511 NYRideshare May 2008 - Present
ANTARES INFORMATION TECHNOLOGIES March 2005 - November 2007
Diversified Investment Advisors January 2000 - January 2003
Fidelity Investments January 1988 - January 1994
Skills
Direct Marketing, Email Marketing, Lead Generation, Community Outreach, Leadership, Advertising, Online Marketing, Marketing Communications, Social Media
Education
St. John's University
B.S, Finance
Aegon Asset Management December 2013 - Present
AEGON Asset Management May 2012 - November 2013
AEGON Asset Management April 2011 - May 2012
Diversified Investment Advisors September 2009 - July 2010
Target June 2008 - August 2008
Cedar Rapids Bank & Trust June 2007 - August 2007
Skills
Six Sigma, Data Analysis, Strategic Planning, Microsoft Excel, Lean Sigma, People Management, Change Management, Visio, Process Improvement, Leadership, Forecasting, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2012
MBA, Process and Operations Excellence
Cornell College 2005 — 2009
B.A., Economics and Business
Pinnacle Financial Group October 2003 - Present
Diversified Investment Advisors September 2000 - September 2003
Scudder Investments 1990 - 2000
Education
Penn State University
BS, Economics
The Home Depot August 2009 - Present
Diversified Investment Advisors October 2006 - January 2010
Homedepot 2009 - 2010
AEGONUSA 2006 - 2009
AEGON Direct Marketing Services 2006 - 2009
United Acceptance 2005 - 2006
Apria Healthcare 2003 - 2005
Skills
Customer Service, Forecasting, Insurance, Negotiation, Team Building
Education
Hesser College Manchester, NH
AS, Business
New Hampshire College
BS, Business, 3.5
Macy's November 2014 - Present
independent- no company December 2002 - Present
County of Morris Office of Information Technology, GIS Division August 2011 - November 2014
Diversified Investment Advisors August 2009 - August 2011
Skills
JavaScript, Web Applications, XML, HTML 5, jQuery, CSS, Web Design, IIS, C#, ArcGIS Server, SQL, Microsoft SQL Server, Git, Visual Studio, Windows, OS X, Eclipse, ArcGIS, NetBeans, Photoshop, jQuery Mobile, iOS, Illustrator, Requirements Analysis, Java, Linux, SDLC, Project Management, MVC, jQuery UI, Dojo, Mobile Applications, ASP.NET MVC, ASP.NET Web API, Agile Methodologies, AngularJS, Databases, Web Development, JSON, REST, Windows Server
Education
University of Scranton 1997 — 2001
2001, Computer Information Systems
YMCA Retirement Fund April 2005 - April 2015
Diversified Investment Advisors October 2001 - March 2005
BBL USA Holdings November 1991 - April 2000
Skills
Portfolio Management, Hedge Funds, Investments, Equities, Fixed Income, Private Equity, Investment Management, Alternative Investments, Asset Allocation, Due Diligence, Risk Management, Emerging Markets, Securities, Fund Of Funds, Financial Advisory, Asset Management
Education
University of New Orleans 1985 — 1987
MBA, Finance
University of New Orleans 1981 — 1985
BA, French
Diversified Investment Advisors August 2009 - Present
MCI Worldcom April 1999 - June 2002
Skills
Recruiting, Team Building, Team Leadership, Sales, Employee Benefits, Training, Microsoft Office, Customer Service, Employee Relations, Human Resources, Account Management, Call Centers, Budgets, Customer Retention, Coaching
Education
University of Nevada-Las Vegas - College of Business 1970 — 1975
Bachelor of Science in Business Administration, Human Resources
Western High School
BJones BCP Consulting, LLC 2012 - Present
Prudential Capital Group August 2006 - June 2012
J. & W. Seligman & Co. September 2001 - August 2006
J.P. Morgan June 1999 - June 2001
Diversified Investment Advisors 1996 - 1999
PwC 1983 - 1996
Skills
Asset Managment, Valuation, Mutual Funds, Forecasting, Financial Reporting, Private Equity, Vendor Management, SEC filings, Staff Management, Staff Development, Fund Administration, 1940 Act, US GAAP reporting, Partnership Accounting, Budgets, Auditing, Asset Management
Education
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (BS), Accounting
Independent September 2013 - Present
AIG January 2011 - August 2013
AIG Investments July 2007 - January 2011
Diversified Investment Advisors 2006 - 2007
MassMutual December 2004 - December 2006
Morgan Stanley 2000 - 2003
Education
School of Visual Arts 1996 — 1999
BFA, Computer Art
TIAA-CREF January 2010 - Present
Diversified Investment Advisors June 2005 - January 2010
Fidelity Investments January 1987 - June 2005
Skills
Series 7, Non-profits, 401k, Retirement, Series 63, Workshop Facilitation, Defined Benefit, Retirement Planning, Mutual Funds
Education
The University of Texas at Arlington 1982 — 1986
BBA, Finance
Various Financial Firms March 2010 - Present
The Legend Group March 1999 - February 2010
Diversified Investment Advisors February 1996 - January 1999
Prudential Financial March 1993 - December 1995
Sterling Resources, Ltd. November 1990 - November 1992
The Lyons Company February 1989 - November 1990
John Hancock Life Insurance Company (U.S.A.) September 1985 - February 1989
Education
Susquehanna University 1981 — 1985
BS, Business Management
Penn State University 1982 — 1984
Accounting
Diversified Investment Advisors September 2004 - Present
Fidelity Investments May 1997 - September 2004
Education
University of Massachusetts, Amherst 1995 — 1999
BS, Math
Aon Hewitt May 2014 - Present
Xerox HR Services March 2010 - May 2014
Fidelity Investments September 2008 - December 2009
Diversified Investment Advisors October 2006 - September 2008
Fidelity Investments March 2002 - October 2006
KPMG May 1999 - March 2002
EDS (now HP Enterprise Services) September 1998 - April 1999
Automotive Service Association November 1995 - September 1998
Skills
Retirement, Benefits, Outsourcing, Investments, Employee Benefits, Internal Communications, Defined Benefit, Writing, Management, CRM, Strategy, Strategic Communications, Strategic Planning, Change Management, Project Management, Business Development, Leadership
Education
Southern Methodist University 1991 — 1995
Bachelor of arts, political science
Southern California University of Health Sciences April 2014 - Present
Southern California University of Health Sciences September 2012 - April 2014
Southern California University of Health Sciences February 2011 - August 2012
Southern California University of Health Sciences June 2009 - February 2011
Southern California University of Health Sciences December 2008 - June 2009
Diversified Investment Advisors January 2003 - June 2003
Skills
SQL, MySQL, ASP.NET, Shell Scripting, Visual C#, PHP, phpMyAdmin, Linux, Ubuntu, LTSP, Data Analysis, A+ Certified, LPIC Level 1, Regular Expressions, Unix, Database Design, System Administration, Software Documentation, XML, Public Speaking, Microsoft SQL Server, Systems Analysis, Java, Databases, Access, HTML
Education
Northeastern University 2000 — 2005
BS, Managment Information Sysstem
The Tiehen Group Inc. March 2013 - Present
EOI Service Company, Inc. August 2010 - March 2013
Diversified Investment Advisors July 2005 - July 2009
MetLife Resources May 1996 - July 2005
Prudential Financial January 1991 - January 1996
Education
The University of Kansas 1983 — 1988
Bachelor of Science, Business Administration
Bishop Miege 1979 — 1983
Bentall Kennedy January 2013 - Present
PPR/CoStar Group February 2011 - January 2013
Diversified Investment Advisors July 2009 - June 2010
Skills
Real Estate, Commercial Real Estate, Real Estate Economics, Financial Analysis, Microsoft Office, Due Diligence, Valuation, Market Analysis, Microsoft Excel, Market Research, Economics, Investments, PowerPoint, Data Analysis, Microsoft Word, Real Estate Development
Education
Northeastern University 2006 — 2010
Bachelors of Science, Economics, Magna Cum Laude
Wells Capital Management October 2013 - Present
Wells Fargo Private Bank April 2012 - October 2013
Diversified Investment Advisors October 2010 - April 2012
Wachovia, A Wells Fargo Company March 2002 - October 2009
Wachovia, A Wells Fargo Company June 2000 - March 2002
Wachovia, A Wells Fargo Company July 1999 - June 2000
Skills
Conference Speaking, Economics, Institutional Clients, Portfolio Strategy, Retirement Services, Retirement Plan..., Customer Presentations, Investments, Investment Strategies, Highly Analytical, Writing Skills, ALM, Portfolio Management, Fixed Income, Retirement
Education
University of Pittsburgh 1992 — 1997
B.S., Business/Chemistry
Nationwide Retirement Solutions, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. May 2013 - October 2014
Diversified Investment Advisors February 2005 - August 2012
Raymond James Financial Inc. April 2000 - February 2005
Principal Financial Group January 1997 - April 2000
Skills
Series 7, Series 9, Series 10, Series 63, Brokerage Firm..., Chartered Retirement..., Strategic Financial..., Wealth Management, Securities, Mutual Funds, Investments, Asset Allocation, IRAs, Non-Qualified Deferred..., Retirement Planning, Retirement Plan..., Qualified Retirement..., Options, Pensions, Defined Benefit, Defined Contribution, Investment Advisory..., Investment Advisory..., General Securities..., Personal Financial..., Investment Management, Investment Advisory, Fixed Annuities, Variable Annuities, 401k Rollovers, Roth IRA, Alternative Investments, ETFs, Investment Strategies, College Savings Plans, Wealth, Wealth Accumulation, Wealth Management..., Risk Management, High Net Worth..., Relationship Management, Financial Goals, Stocks, Income Protection, 529 Plans, Portfolio Management, Financial Advisory, Financial Planners, Financial Services, Separately Managed...
Education
Murray State University 1993 — 1995
Bachelor of Business, Finance
University of Kentucky 1991 — 1992
Associate of Arts (A.A.), General Studies
Pro Supps USA, LLC April 2014 - Present
Twomey Concepts March 2013 - Present
Edward C Bailey Enterprises, LP April 2012 - January 2013
DenMark (dba Murray, Beal and Goff Appliances/Lighting) August 2008 - April 2010
Mannatech February 2008 - July 2008
Jones Retail Corporation October 2007 - February 2008
Scrapbook Warehouse October 2003 - October 2007
Diversified Investment Advisors September 1996 - June 2003
MassMutual Retirement Services April 1990 - September 1996
Skills
Purchasing, Sales, Budgets, Business Development, Contract Negotiation, Customer Service, Employee Benefits, Human Resources, Inventory Control, Leadership, Management, Marketing, Negotiation, Program Management, Project Management, Strategic Planning, Strategy, Training
Education
University of North Texas 1981 — 1990
THE NET-A-PORTER GROUP June 2015 - Present
MediaCom June 2014 - June 2015
Cendyn/ONE January 2013 - June 2014
Optimum7 June 2012 - January 2013
Vibe Mobility June 2011 - May 2012
Diversified Investment Advisors July 2010 - December 2010
Massachusetts General Hospital July 2009 - June 2010
Skills
Microsoft Office, Photoshop, Quickbooks, German, SEO, Backlinks, SEM, Content Management, Content Strategy, Content Marketing, E-commerce SEO, Google Analytics, Google Webmaster Tools, Wordpress, PPC, QuickBooks, Online Marketing, Google Adwords, Facebook, WordPress, HTML, Social Networking, Digital Marketing, Keyword Research, Digital Media, Social Media, Copywriting, Advertising, Organic Search, Press Releases, Marketing, Display Advertising, Social Media Marketing, Online Advertising, Digital Strategy
Education
Northeastern University 2007 — 2012
Bachelor of Arts, Dual Degree in Economics and International Affairs
American University of Paris 2011 — 2011
Fidelity Investments May 2014 - Present
Fidelity Investments 2012 - Present
Fidelity Investments 2006 - 2012
Diversified Investment Advisors 2004 - 2006
Charles Schwab 2002 - 2004
Principal Financial Group 1997 - 2002
Education
University of Iowa - Henry B. Tippie College of Business 1992 — 1997
BBA, Finance
University of Iowa 1992 — 1996
Bachelor of Business Administration (BBA), Finance
MetLife August 2013 - Present
Huntington Retirement Plan Services July 2010 - August 2013
Manning & Napier Advisors February 2009 - July 2010
Allegiant Asset Management February 2004 - February 2009
Diversified Investment Advisors March 2000 - February 2004
Skills
Investment Strategies, Investment Management, Investments, Institutional..., Retirement Planning, Mutual Funds, Defined Benefit, Defined Contribution, Asset Allocation, Investment Advisory, Series 7, Pension Funds, Series 63, 401k, Series 24, Series 65, 403 b, 401a, Fiduciary Management, Consultant Relations, Asset Liability Modeling, LDI Strategies, Series 6
Education
Tiffin University 2007 — 2010
Master's degree, MBA
Ohio University 1988 — 1992
BSJ, Journalism and Advertising/Marketing
McNicholas High School 1984 — 1988
College Prep
Ascensus July 2014 - Present
BlackRock June 2011 - July 2014
Morgan Stanley June 2010 - June 2011
Diversified Investment Advisors January 2008 - December 2009
Merrill Lynch May 2007 - September 2007
Skills
Retirement, Investments, 401k, Mutual Funds, Portfolio Management, Asset, Investment Strategies, Series 7, Securities, Equities, Asset Allocation, FINRA, Series 6, Retirement Planning, Excel, Investment Products, Customer Service, Investment Advisory, Word, Access, PowerPoint, Microsoft Office, Client Service, Financial Analysis, Investment Policy, Financial Markets, Pensions, Alternative Investments, Series 63, Wealth Management, Financial Advisory, ETFs, Defined Benefit, Uniform Combined State..., Investment Management, Fixed Income, Asset Management, Bonds, Options, Wealth Management..., Fund Of Funds, Relationship Management, Institutional..., Defined Contribution, IRAs, Risk Management, Due Diligence, High Yield, Qualified Retirement...
Education
State University of New York College at Plattsburgh 2002 — 2007
B.S., Finance
Ardsley High School 1998 — 2002
Voya Investment Management 2009 - Present
ING Funds 2001 - Present
ING Investment Management 2007 - 2009
ING Investment Management 2003 - 2007
ING Investment Management 2001 - 2003
Regent Investor Services, A Division of Alliance Capital Management April 1998 - July 2001
Diversified Investment Advisors October 1996 - April 1998
Monroe Parker Securities 1995 - 1996
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, SMAs, Series 4, 24, 51, Series 65, CFP, CIMA, CMFC
Education
Pace University - Lubin School of Business 1992 — 1995
BBA, Finance
Western New England College 1990 — 1992
DAC Group October 2013 - Present
DAC Group April 2012 - October 2013
Indeed.com February 2011 - January 2012
Diversified Investment Advisors June 2009 - February 2011
RSVP Consulting September 2008 - May 2009
Skills
CRM, Salesforce.com, Online Advertising, Marketing, Budgets, Social Media, Customer Service, Analysis, Program Management, Social Media Marketing, Account Management, Digital Marketing, Online Marketing, Advertising, SEO, SEM
Education
SUNY Albany 2004 — 2008
BS, Marketing/Management
State University of New York at Albany 2004 — 2008
BS, Business, Management, Marketing, and Related Support Services
MannKind Corporation October 2012 - Present
MannKind Corporation 2005 - October 2012
Purdue Pharma 1999 - 2004
Diversified Investment Advisors 1990 - 1999
Skills
21 CFR Part 11, Pharmaceutical Industry, Validation, Computer System..., FDA, Leadership, Data Management, Change Control, Technology Transfer, Quality Assurance, Sop, GxP, Training, CTMS, Quality System, GMP, Team Building, Software Documentation, Management, Lifesciences, Biotechnology, LIMS, Project Management, CAPA, Compliance, Cross-functional Team..., Document Management, Medical Devices, Clinical Trials, Clinical Data Management
Education
Pace University 1999 — 2010
BS, Technology Systems
PTC March 2012 - Present
PTC January 2010 - March 2012
PTC October 2006 - January 2010
PTC May 2005 - October 2006
PTC November 2004 - May 2005
Diversified Investment Advisors May 2001 - November 2004
Gillette June 1997 - May 2001
Skills
SharePoint, Unix, Disaster Recovery, SQL, Linux, Business Analysis, Integration, IIS, Tomcat, Virtualization, SQL Server, Windows, Operating Systems, Troubleshooting, Windows Server, Microsoft Office, System Administration, Active Directory, Security, Change Management, Strategic Planning, VMware, Compliance, Customer Relations, Planning, Servers, Windows Server 2003, Customer Service, MS Project, Web Services, Android, Cloud Computing, Windows Server 2008, Network Administration, Server Architecture, Apache, Documentation, Problem Solving, Red Hat Linux, Visio, IT Management, XP, Deployment, Team Leadership, Computer Hardware, Windchill, MKS Integrity
Education
Northeastern University 1993 — 1998
Bachelor’s Degree
Transamerica Retirement Solutions August 2013 - Present
Transamerica Retirement Solutions (formerly Diversified) February 2007 - August 2013
Diversified Investment Advisors January 2005 - February 2007
Diversified Investment Advisors July 1998 - January 2005
Skills
Series 63, Mutual Funds, Financial Services, Pensions, Investments, Asset Management, Asset Allocation, 401k, Retirement Plan..., Relationship Management
Education
University of North Carolina at Charlotte 2001 — 2003
Bachelor of Arts, Organizational Communications
Lincoln Financial Group September 2014 - Present
Vanguard September 2013 - September 2014
Transamerica Retirement Solutions June 2012 - August 2013
Diversified Investment Advisors February 2007 - June 2012
Diversified Investment Advisors June 2005 - February 2007
Skills
Series 6, Mutual Funds, 401k, Retirement, Pensions, Asset Managment, Retirement Planning, Project Management, Microsoft Office, Microsoft Excel, Business Analysis, Customer Service, Defined Benefit, Social Media, HTML, JavaScript, Non-profits, Interviews, Series 7, Series 63
Education
SUNY Purchase 2009 — 2012
B.A., Liberal Studies: Communications/Media Studies
Westchester Business Institute 1999 — 2000
AAS, Multimedia Development and Management
Mt. Vernon High School 1992 — 1996
Regents Diploma
Morgan Stanley June 2007 - Present
Diversified Investment Advisors 1996 - 2007
RogersCasey 1990 - 1996
Skills
Retirement Planning, Retirement, 401k, Series 7, Asset Allocation, Financial Advisory, Financial Services, Wealth Management, Marketing, Mutual Funds, Investments, Investment Advisory, FINRA
Education
The University of Connecticut 1985 — 1989
Bachelor of Science (B.S.), Finance, General
Global September 2008 - Present
Benchmark Brands August 2007 - September 2008
Scholastic Book Fairs October 2004 - June 2007
MSC Industrial Supply Inc. April 1999 - October 2004
Diversified Investment Advisors April 1998 - October 1999
Education
Parsons School of Design 1978 — 1981
AAS, Communication Design
University of Minnesota July 2011 - Present
Normandale Community College August 2010 - Present
OptumHealth November 2010 - June 2011
TIAA-CREF May 2005 - September 2008
Diversified Investment Advisors November 1999 - May 2005
BIO Life Plasma Services August 1997 - November 1999
Skills
Program Evaluation, Health Promotion, Public Health, Health Education, Community Health, Grant Writing, Public Speaking, Program Development, Research, Data Analysis, Qualitative Research, Prevention, Community Outreach, Non-profits, Healthcare, Teaching, Microsoft Office, SPSS, Event Planning, Microsoft Excel, Volunteer Management, Grants, Epidemiology, Literature Reviews, Global Health, Higher Education, Nonprofits, Quantitative Research, Health Equity, Health Communication, Survey Design, Stata, Survey Research
Education
University of Minnesota-Twin Cities 2008 — 2010
MPH, Community Health
University of Iowa 1993 — 1997
BS, Health Promotion
3rd Sphere Systems, Inc. January 1999 - Present
CIT January 2015 - February 2015
Cablevision April 2014 - December 2014
Davis Polk & Wardwell LLP April 2013 - April 2014
CIT November 2010 - April 2013
North American Energy Alliance LLC September 2010 - November 2010
CIT June 2010 - September 2010
ITT Space Systems Division December 2008 - June 2010
Thomson Reuters June 2004 - September 2008
Diversified Investment Advisors March 2004 - June 2004
Skills
Windows 7, Software Installation, Windows Server, Virtualization, VMware, XP, Operating Systems, Active Directory, Windows, ITIL, Citrix, Troubleshooting, DNS, Servers, DHCP, Windows XP, Software Documentation, System Deployment, Integration, Disaster Recovery, Technical Support, SCCM, MSI, Patch Management, Altiris, Scripting, System Administration, Application Packaging, Group Policy, VBScript, Security, Networking, Infrastructure
Education
Stony Brook University 1991 — 1995
Transamerica Retirement Solutions August 2013 - Present
Diversified Retirement Corporation May 2006 - August 2013
Diversified Investment Advisors May 2006 - November 2007
Skills
Access, Financial Services, Microsoft Office, Project Management, Microsoft Excel, Mutual Funds, Pensions, Relationship Management, Investments, Customer Service, Sales, Management, Retirement, 401k, Retirement Planning, Defined Benefit, Process Improvement, Leadership, CRM, Risk Management, Retirement Plan..., Finance, Defined Contribution, Business Analysis, Series 6
Education
Pace University - Lubin School of Business 2001 — 2006
BBA, Business Management
Wells Fargo January 2009 - Present
Diversified Investment Advisors July 1995 - September 2008
Shawmut Corporation 1989 - 1994
Shawmut Bank 1987 - 1994
Skills
Wealth Management, Fixed Annuities, Defined Benefit, Asset Allocation, Retirement Planning, 401k, 403(b), Retirement, Employee Benefits, Financial Services, Financial Analysis, Pensions, Mutual Funds, Investments, Relationship Management, Management
Education
Quinnipiac University 1975 — 1984
Transamerica Retirement Solutions December 2014 - Present
Putnam Investments October 2011 - December 2014
Diversified Retirement Corporation April 2004 - October 2011
Diversified Investment Advisors April 2004 - November 2005
Education
University of North Carolina at Wilmington 1999 — 2001
Diversified Investment Advisors April 2010 - Present
Sigmund Software October 2007 - July 2008
MCI (Verizon Business) February 1989 - July 2006
AT&T 1986 - 1989
Skills
SDLC, Vendor Management, Databases, SQL, Business Analysis, DB2, Visio, Data Modeling, Software Documentation, Requirements Analysis, Testing
Education
Pace University 1984 — 1986
MS, Computer Science
State University of New York College at Oneonta 1976 — 1980
BA, Psychology
white plains, ny May 2012 - Present
Diversified Investment Advisors to Diversified Partners in Retirement Solutions June 2005 - April 2012
Diversified Investment Advisors June 2005 - September 2007
Education
Pace University - Lubin School of Business 2003 — 2006
MBA, Marketing & International Business
Paradigm Asset Management April 2008 - Present
Diversified Investment Advisors March 1998 - March 2008
T. Rowe Price 1994 - 1998
Skills
Investments, Portfolio Management, Equities, Management, Asset Allocation, Alternative Investments, Mutual Funds, Asset Management, Series 7, Series 63, 401k, Investment Advisory, Pensions, Risk Management, Retirement Planning, Investment Management
Education
Northeastern University 1991 — 1994
College of Business Administration, Bachelor of Science (BS), Management Science
Corning East High School
CAPTRUST July 2012 - Present
Diversified Investment Advisors December 2007 - June 2012
Union Bank of California November 2005 - November 2007
UBOC 2005 - 2007
Fidelity Investments 1999 - 2005
Education
University of Massachusetts, Amherst
GE Corporate September 2014 - Present
Starwood Hotels & Resorts Worldwide, Inc. February 2014 - May 2014
Aon Hewitt October 2013 - November 2013
MasterCard March 2013 - October 2013
Pernod Ricard June 2011 - March 2013
Diageo August 2010 - June 2011
Avon Products January 2010 - May 2010
Diversified Investment Advisors December 2006 - May 2008
Legg Mason October 2006 - November 2007
FactSet Research Systems February 2001 - October 2006
Skills
SDLC, MS Project, Requirements Analysis, Business Intelligence, Visio, Project Management, Agile Methodologies, Analysis, Change Management, Databases, Leadership, Management, Product Management, Project Planning, Quality Assurance, Software Documentation
Education
Mount Saint Mary College
Pace University - Lubin School of Business
Master's degree, Management Information Systems, General
anywhere Financial Services AssociatePrudential FinancialJune 2009 - March 2010
Total Benefits Communications October 2007 - June 2009
Diversified Investment Advisors November 2003 - October 2007
Aspen Pension Administrators, Inc. 2001 - 2002
Nationwide 1998 - 2001
Skills
401k, Defined Benefit, Pensions, Retirement, Retirement Planning, Employee Benefits, Customer Relations, Compliance, Financial Planning, Public Speaking
Education
Ohio University 1984 — 1986
BS, Education
Ohio University 1983 — 1986
EMPOWER Retirement January 2011 - Present
Real Estate Investor September 2004 - Present
Great-West Financial April 2013 - Present
Great-West Financial January 2011 - March 2013
Guardian Life Insurance September 2009 - January 2011
Principal Financial Group August 2008 - June 2009
Great-West Retirement Services September 2006 - August 2008
MetLife Financial Services January 2006 - September 2006
Diversified Investment Advisors August 2001 - January 2006
AllianceBernstein August 2000 - August 2001
Skills
Customer Relations, Series 7, Series 63, FINRA, Pensions, FINRA Series 6, Plan Design, 401k, Profit Sharing, Retirement, Series 6, Defined Benefit, Qualified Retirement..., Relationship Management, Mutual Funds, Retirement Planning, Employee Benefits
Education
Pace University-Pleasantville/Briarcliff Campus 1991 — 1996
BBA, Management Information Systems
Harrison High School 1987 — 1991
Quijote Language Services October 2007 - Present
Self-employed March 1998 - Present
Diversified Investment Advisors January 2002 - April 2008
Diversified Investment Advisors June 1996 - January 2002
Downstate Junior Volleyball Club November 1990 - June 1998
Skills
Translation, Spanish, Public Speaking, Community Outreach, Financial Services, Strategic Planning
Education
New York University 1994 — 1995
MA, Hispanic Civilization
The College of New Rochelle 1989 — 1993
BA, Spanish & Mathematics
Lincoln Financial Group June 2013 - Present
Associated Trust Company May 2011 - June 2013
Prudential Financial 2007 - November 2010
Prudential Financial July 2000 - November 2007
Northgate Electric February 1999 - July 2000
Diversified Investment Advisors November 1997 - February 1999
J. P. Morgan July 1995 - November 1997
Towers Watson November 1987 - July 1995
Skills
Investments, Leadership, 401k, Retirement, Business Strategy, Partnering, Mutual Funds, Series 7, Retirement Planning, Business Relationship..., Defined Benefit, Insurance, ERISA, Asset Allocation, Defined Contribution, Relationship Management, Series 6, Investment Management, Qualified Retirement..., Financial Advisory, Profit Sharing, Series 63, Banking, Retirement Plan..., Wealth Management, Fixed Annuities, Investment Advisory
Education
Northern Illinois University 1982 — 1986
Nationwide Financial June 2013 - Present
AXA Equitable 2012 - June 2013
Oppenheimerfunds January 2008 - October 2011
OppenheimerFunds January 2004 - January 2008
OppenheimerFunds August 2000 - January 2004
Hewitt Associates August 1999 - August 2000
Diversified Investment Advisors January 1998 - August 1999
Skills
401k, Mutual Funds, Retirement, Series 63, Defined Benefit, Defined Contribution, Series 7, Series 6, IRAs, Consultative Approach, ERISA, CRPS, Key Account, Banking, Life Insurance, Retirement Planning, AIF, Life Insurance License, Relationship Management, Financial Services, Series 66
Education
Siena College 1993 — 1997
BA, Sociology
Iona Prep 1989 — 1993
Diversified Investment Advisors April 1994 - Present
Aetna Financial Services, Inc. 1989 - 1994
Employee Benefit Division, Aetna Life & Casualty June 1973 - November 1993
Skills
Investments, Defined Benefit, Defined Contribution, Business Development, 401k, Mutual Funds, Retirement, Series 7, Series 63, Retirement Planning, Asset Allocation, Series 6, Pension Funds
Education
The University of Connecticut School of Business 1985 — 1988
MBA, Finance & Marketing
University of Connecticut 1969 — 1973
BA, Economics & English
Diversified Investment Advisors Senior Programmer AnalystDiversified Investment Advisors2000 - Present
Response Insurance 1997 - 2000
Education
SUNY Albany 1987 — 1991
State University of New York - System 1987 — 1991
State University of New York - System 1987 — 1991
University at Albany 1987 — 1991
SilkRoad technology March 2013 - Present
EverBank July 2012 - March 2013
Taleo Inc. June 2007 - July 2012
Diversified Investment Advisors May 2003 - June 2007
Pearson Education November 2002 - May 2003
Sunburst Technologies Inc. November 2002 - May 2003
Centre Insurance January 2002 - June 2002
Portalvision Inc. December 1999 - October 2001
Skills
Software Quality..., Test Planning, Agile, Quality Assurance, SQL, Java, VBScript, TSL, Rational Test Manager, Rational Functional..., Mercury WinRunner, Mercury/HP QTP, WinRunner, Agile Methodologies, Manual Testing, Test Automation, Testing, Automation, Test Cases, Regression Testing, Scrum, JIRA, Quality Center, QTP, User Acceptance Testing, System Testing, Agile Testing, LoadRunner, SDLC, HP QTP, HP Quality Center
Education
University of Massachusetts, Amherst 1991 — 1996
Ohio National Financial Services December 2012 - Present
ADP August 2010 - December 2011
Creative Retirement Systems February 2010 - August 2010
Transamerica Retirement Services January 2008 - February 2010
Transamerica April 2004 - February 2008
Diversified Investment Advisors March 2000 - April 2004
Diversified Investment Advisors June 1998 - March 2000
Skills
Customer Relations, Series 6, Series 63, 401k, Retirement Services, Business Development, Asset Allocation, Customer Service, Employee Benefits, Financial Services, Fixed Annuities, Insurance, Investments, Leadership, Retirement
Education
Mount Mercy University 2002 — 2004
Bachelor of Science, Business Management
Mercer Management Consulting August 2011 - Present
TreeTop Technologies November 2008 - August 2011
Bella Consulting June 2006 - November 2008
Fidelity Investments March 2005 - June 2006
Diversified Investment Advisors July 2004 - March 2006
Fidelity Investments June 2002 - June 2004
Andrews Survey & Engineering, Inc. December 1995 - June 2002
Mercer Management Consulting August 1995 - December 1995
Towers Watson December 1993 - August 1995
Skills
Databases, Project Management, Pensions, Process Improvement
Education
Northern Michigan University 1990 — 1993
BS, Computer Science and History
Connance June 2014 - Present
Merrill Corporation March 2009 - June 2013
Autonomy May 2007 - March 2009
Diversified Investment Advisors February 2004 - June 2006
Upromise November 2002 - February 2004
USPowerSolutions September 2000 - September 2002
Melrose Public Schools 1999 - 2000
Skills
Litigation Support, Databases, Microsoft SQL Server, SQL, Software Documentation, Oracle, SharePoint, Quality Assurance, XML, HTML, Agile Methodologies, Windows, Linux, Testing, Unix, .NET, IIS
Education
University of Massachusetts Boston 2010 — 2014
Information Technology, System Administration, 3.77 GPA
Transamerica Retirement Solutions June 2006 - Present
Diversified Investment Advisors February 2000 - June 2006
Diversified Investment Advisors October 1997 - February 2000
Skills
401k, Quality Assurance, Agile Methodologies, Project Management, CRM, Business Analysis, SDLC, Business Process, Mutual Funds, Requirements Gathering, Vendor Management, Visio, Software Documentation, Management, Financial Services, Process Improvement, Business Intelligence, Change Management, Risk Management, IT Strategy, Business Requirements, Requirements Analysis, XML
Education
Pace University - Lubin School of Business 1992 — 1996
Bachelors, Finance
Information Control Corporation March 2013 - Present
TEKsystems February 2011 - February 2013
HNW June 2010 - December 2010
Garden Health December 2009 - May 2010
Diversified Investment Advisors August 2007 - September 2009
Knighted Computer Systems May 2006 - August 2007
Skills
Struts, XML, JSP, JUnit, EJB, Servlets, Java Enterprise Edition, Spring, Hibernate, SQL, Web Services, Java, Eclipse, JDBC, Tomcat
Education
New Jersey Institute of Technology 2004 — 2006
Master of Science (MS), Computer Science
Sardar Patel University 2000 — 2004
Bachelor of Engineering (BE), Information Technology
MYHighSchool
AEGON Asset Management December 2008 - Present
Diversified Investment Advisors October 2000 - December 2008
Bank of New York Mellon January 1998 - October 2000
Education
University of Phoenix
Self-employed Planned Giving OfficerMills CollegeApril 2010 - November 2011
Guardian Life Insurance July 2001 - January 2009
Diversified Investment Advisors 1998 - 2001
American Express 1996 - 1998
Norwest Bank now Wells Fargo 1992 - 1996
Stuart Schmitz 1987 - 1990
Robins Zelle Larson & Kaplan 1983 - 1987
Education
Mills College
B.A., English
University of California, Los Angeles - School of Law
J.D., law
Long Island Rail Road January 2015 - Present
TSA June 2014 - January 2015
British Airways March 2012 - July 2014
Northwestern Mutual Financial Network February 2005 - April 2011
Diversified Investment Advisors September 2002 - February 2005
Education
University of Delaware 1999 — 2000
Business Administration
Kaplan Test Prep and Admissions January 2011 - Present
Northeastern University January 2009 - April 2009
Northeastern University January 2007 - April 2009
Cengage Learning July 2008 - December 2008
Diversified Investment Advisors May 2007 - June 2008
Northeastern University May 2006 - April 2007
Firstgiving July 2006 - December 2006
Skills
Data Analysis, Research, Agile Methodologies, Analysis, SQL, Business Analysis, Project Management, Analytics, Tableau, SSRS, Databases, Database Design, Data Mining
Education
Northeastern University 2004 — 2009
BS, Mathematics, Linguistics
Sentinel Investments November 2014 - Present
Legg Mason July 2011 - October 2014
Legg Mason October 2006 - October 2008
Legg Mason October 2004 - January 2006
Diversified Investment Advisors February 2002 - August 2004
Alliance Capital December 2000 - December 2001
AllianceBernstein 2000 - 2001
FIRST UNION BANK March 2000 - December 2000
Diversified Investment Advisors January 1998 - January 2000
Skills
Strategy, Training, Management, Investments, Sales, Marketing, Analysis, Mutual Funds, Strategic Planning, Retirement Planning, Marketing Strategy, Portfolio Management, Strategic Financial..., Financial Services, Asset Allocation
Education
Pace University
Westchester Community College
AIG March 2012 - Present
Barclays Capital May 2010 - January 2011
Diversified Investment Advisors June 2009 - May 2010
BDO USA, LLP October 2007 - November 2008
Argent Mortgage Company, LLC 2004 - 2007
Skills
OFAC, USA PATRIOT Act, AML, Bank Secrecy Act, Private Investigations, Fraud, Sanction, Operational Risk, Anti Money Laundering, Regulations, Financial Services, Operational Risk..., Financial Risk, Securities, Risk Management, Due Diligence, KYC, Financial Institutions
Education
University of Connecticut 1995 — 1999
B.S., Finance
Diversified Investment Advisors Sr. ConsultantWatson Wyatt1994 - 2006
Union Bank of California 1989 - 1994
Education
University of Hawaii at Manoa 1974 — 1975
Gold Coast Productions October 2000 - Present
MetLife December 2010 - May 2011
SolaceIT LLC January 2009 - December 2010
CT HDI 2010 - 2010
City of Bridgeport October 2006 - October 2008
IBM 2000 - 2006
Keane 1998 - 2000
Diversified Investment Advisors 1986 - 1998
Skills
Data Center, Business Analysis, Program Management, Business Process, Servers, Management, Budgets, Solution Architecture, PMP, Strategy, Disaster Recovery, CRM, SharePoint, Project Management, Change Management, SDLC, Marketing, Integration, Leadership, Outsourcing, Professional Services, Project Delivery
Education
Norwalk Community College
The University of Connecticut School of Business
MBA
University of Rhode Island - College of Business Administration
BS
Principal Global Investors November 2013 - Present
Pearson April 2009 - January 2015
Principal Global Investors August 2010 - November 2013
Marsh September 2009 - August 2010
Diversified Investment Advisors May 2008 - August 2008
Principal Global Investors June 2007 - December 2007
Veterans Administration October 2004 - August 2006
Skills
Financial Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
BBA, Finance
Morgan Stanley Wealth Management March 2007 - Present
Diversified Investment Advisors April 1997 - March 2007
Skills
Retirement, Wealth Management, 401k, Series 7, Asset Allocation, Financial Services, Investments, Mutual Funds, Securities, Asset Management
Education
Pace University-Pleasantville/Briarcliff Campus 1986 — 1990
BA, Poltical Science, History
Diversified Investment Advisors February 2008 - Present
Stanton Group September 2006 - February 2008
AEGON May 2003 - August 2006
Education
Mount Mercy College 1999 — 2003
BA
Sammons Financial Group Member Companies August 2014 - Present
Wells Fargo Home Mortgage April 2013 - August 2014
Wells Fargo Home Mortgage March 2013 - April 2014
Wells Fargo Home Mortgage October 2011 - March 2013
Wells Fargo Home Mortgage July 2010 - October 2011
AEGON December 2008 - December 2009
Diversified Investment Advisors May 2008 - August 2008
Skills
Insurance, Underwriting, Risk Management, Loans, Access, Financial Analysis, Financial Risk, Finance, Retail Banking, Process Improvement, Bloomberg, SAS, Business Analysis
Education
University of Iowa 2007 — 2009
BBA, Finance, Economics, Risk Management & Insurance
Sun Life Financial November 2010 - Present
Diversified Investment Advisors July 2009 - December 2009
Diversified Investment Advisors July 2008 - December 2008
John Hancock Wealth Management July 2007 - December 2007
Skills
Actuarial Science, Financial Modeling, Fixed Annuities, Variable Annuities, Indexed Annuities, Microsoft Excel, MS Excel Pivot Tables, VBA, MG-ALFA, Microsoft Office, Actuarial Exams
Education
Northeastern University 2005 — 2010
Bachelor of Science (B.S.), Mathematics
BB&T September 2010 - Present
FBA401k February 2002 - February 2010
Diversified Investment Advisors January 1997 - September 2001
Diversified Investment Advisors June 1994 - December 1997
Mutual of New York June 1990 - May 1994
Mutual of New York August 1988 - June 1990
Education
State University of New York College at Plattsburgh 1987 — 1988
BS, Marketing
Rockland Community College 1983 — 1985
Associates, Business Administration
ADP June 1999 - Present
Diversified Investment Advisors June 1990 - May 1998
Skills
Salesforce.com
Education
Queens University of Charlotte 1990 — 1999
BA, Business
The Lane Construction Corporation December 2013 - Present
Reed Elsevier March 2011 - December 2013
Skadden, Arps March 2008 - March 2011
Pentegra Retirement Services September 2006 - March 2008
Diversified Investment Advisors September 2005 - August 2006
Skills
Pensions, Employee Benefits, Retirement, Excel, 401k, 401k Rollovers, Deferred Compensation, Non-Qualified Deferred..., Defined Benefit, Defined Contribution, Pension Administration, Mergers, Retirement Planning, PeopleSoft, ERISA, Qualified Retirement..., Retirement Benefits, ADP Payroll, Due Diligence, Benefits Administration, Microsoft Excel
Education
Pace University - Lubin School of Business 2001 — 2005
Bachelor of Business Administration, Management; Management
Newport Capital Group February 2011 - April 2012
Diversified Investment Advisors January 1988 - October 2010
Diversified Investment Advisors January 1988 - October 2010
Mutual of New York January 1988 - January 1993
Clarke and Associates January 1987 - December 1987
CPI Pension Services/ADP Pension Services January 1981 - December 1986
CPI Pension Services, Inc January 1981 - December 1986
CPI Pension Services/ADP Pension Services January 1981 - December 1986
ADP Pension Services January 1981 - January 1986
Connecticut Mutual Life Insurance Company March 1978 - January 1981
Skills
401k, Retirement, Retirement Planning, Defined Benefit, Mutual Funds, Series 63, Investments, Pensions, Series 6, Asset Allocation, Wealth Management, ERISA, Retirement Plan..., Defined Contribution, Financial Services, Investment Advisory, Employee Benefits, Asset Management, Relationship Management, Fixed Annuities, Financial Advisory
Education
Rider University
Bachelor of Arts, Psychology
Riverside Group
University of Pennsylvania
Liberty Mutual Insurance June 2012 - Present
Liberty Mutual Insurance June 2011 - December 2011
Diversified Investment Advisors January 2010 - June 2010
Diversified Investment Advisors January 2009 - June 2009
Putnam Investments May 2007 - August 2007
Skills
Actuarial Science, Microsoft Excel, Analysis, Microsoft Office, Data Analysis
Education
Northeastern University 2007 — 2012
Bachelor of Science Degree, Mathematics, Minor in Business Administation and Economics
Diversified Investment Advisors 1986 - 2011
Education
Middlesex Community College, Bedford MA 2012 — 2013
Paralegal Certificate, Paralegal Studies
UMass Lowell
MMS
Waters May 2012 - Present
Diversified Investment Advisors May 2008 - April 2012
Aon Hewitt February 2001 - March 2005
Skills
Defined Benefits, Defined Contribution, Qualified Retirement..., Retirement Benefits, Vendor Management, Health Insurance, Social Security, Team Leadership, Analysis
Education
SUNY Oswego 1996 — 1999
Bachelor's degree of science, Math
Universite de Boumerdes, Algeria 1992 — 1996
Engineer's degree, geophysics
Ampacet October 2008 - Present
Diversified Investment Advisors May 2006 - October 2008
Diversified Investment Advisors March 2001 - May 2006
Skills
JD Edwards, Strong Excel and Access..., Financial Reporting for..., Business Analysis for..., Consolidation, Bonus Calculations, Budget Process, PowerPoint, SharePoint, Finance, Forecasting, Hyperion Enterprise, Internal Controls, Financial Analysis, Essbase, Accounting, Financial Modeling, Financial Forecasting, Variance Analysis, Hyperion, Microsoft Excel
Education
Pace University - Lubin School of Business 1981 — 1985
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Roosevlt High School 1977 — 1981