Diversified Investment Advisors

Industry: Company

Description

Transamerica 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

Employee
Years
Job
Industry
Lisa Samet Lisa Samet New York, New York Details
Lisa Samet's Diversified Investment Advisors Experience January 1989 - June 1999
Job Vice President of Continuing Education at Securities Training Corporation
Industry Professional Training & Coaching
Experience
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

Glenn Maslyn Glenn Maslyn Greater Denver Area Details
Glenn Maslyn's Diversified Investment Advisors Experience July 2005 - October 2011
Job Workplace Planning & Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Carol Guarascio Carol Guarascio Greater New York City Area Details
Carol Guarascio's Diversified Investment Advisors Experience 2000 - 2001
Job Financial Services Professional
Industry Financial Services
Experience
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

Fran Svehlak Fran Svehlak San Francisco Bay Area Details
Fran Svehlak's Diversified Investment Advisors Experience January 1998 - January 2000
Job Veterinary Assistant
Industry Financial Services
Experience
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

Stephen Choolfaian Stephen Choolfaian Ossining, New York Details
Stephen Choolfaian's Diversified Investment Advisors Experience September 1999 - April 2001
Job Senior IT Lead at Purdue Pharma L.P.
Industry Pharmaceuticals
Experience
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

Steven Noce, CEBS, CFP® Steven Noce, CEBS, CFP® Greater New York City Area Details
Steven Noce, CEBS, CFP®'s Diversified Investment Advisors Experience July 2005 - May 2007
Job Financial Advisor at VALIC
Industry Investment Management
Experience
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

Troy Fonseca Troy Fonseca New York, New York Details
Troy Fonseca's Diversified Investment Advisors Experience 1997 - 1999
Job Certified Pension Consultant (ASPPA)
Industry Financial Services
Experience
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

Pete Marsden Pete Marsden Charlotte, North Carolina Area Details
Pete Marsden's Diversified Investment Advisors Experience April 2002 - November 2004
Job Director of Mobile Development
Industry Investment Management
Experience
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

JP Helgens JP Helgens Chicago, Illinois Details
JP Helgens's Diversified Investment Advisors Experience March 2010 - July 2011
Job Internal Sales Consultant at BMO Global Asset Management
Industry Financial Services
Experience
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

Shannon Maloney, CEBS, AIF Shannon Maloney, CEBS, AIF Greater Detroit Area Details
Shannon Maloney, CEBS, AIF's Diversified Investment Advisors Experience August 1996 - December 1999
Job Managing Director at Strategic Pension Group
Industry Financial Services
Experience
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

Melissa Bruni Melissa Bruni Greater New York City Area Details
Melissa Bruni's Diversified Investment Advisors Experience 1995 - 1997
Job Associate Director, Prospect Development at AmeriCares
Industry Nonprofit Organization Management
Experience
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

Larry Egan Larry Egan Greater New York City Area Details
Larry Egan's Diversified Investment Advisors Experience 1999 - 2000
Job
Industry Pharmaceuticals
Experience
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

Andy Lumb Andy Lumb Portland, Maine Area Details
Andy Lumb's Diversified Investment Advisors Experience May 2006 - November 2008
Job Alternative investment analyst at MainePERS
Industry Investment Management
Experience
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

Kristina Frost Kristina Frost San Francisco Bay Area Details
Kristina Frost's Diversified Investment Advisors Experience April 2007 - June 2007
Job Manager, Strategic Sales Operations at Elastic
Industry Information Technology and Services
Experience
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

Rita Adrion Rita Adrion Greater New York City Area Details
Rita Adrion's Diversified Investment Advisors Experience January 2000 - January 2003
Job Sales Professional. Grant Writer
Industry Transportation/Trucking/Railroad
Experience
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

Ben Sebers Ben Sebers Cedar Rapids, Iowa Area Details
Ben Sebers's Diversified Investment Advisors Experience September 2009 - July 2010
Job Intermediate Performance Measurement Analyst at Aegon Asset Management
Industry Financial Services
Experience
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

Ron York Ron York Greater Boston Area Details
Ron York's Diversified Investment Advisors Experience September 2000 - September 2003
Job Senior Retirement Plan Consultant at Pinnacle Financial Group
Industry Financial Services
Experience
Pinnacle Financial Group  October 2003 - Present
Diversified Investment Advisors   September 2000 - September 2003
Scudder Investments  1990 - 2000

Education
Penn State University
BS, Economics

E Feliciano E Feliciano Powder Springs, Georgia Details
E Feliciano's Diversified Investment Advisors Experience October 2006 - January 2010
Job Assistant Buyer/Digital Content Analyst
Industry Insurance
Experience
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

James J Trier James J Trier Greater New York City Area Details
James J Trier's Diversified Investment Advisors Experience August 2009 - August 2011
Job Creative Developer Macys.Com
Industry Internet
Experience
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

Louise Howard, CFA, CAIA Louise Howard, CFA, CAIA New York, New York Details
Louise Howard, CFA, CAIA's Diversified Investment Advisors Experience October 2001 - March 2005
Job Portfolio Manager at the YMCA Retirement Fund
Industry Investment Management
Experience
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

Guy Pence Guy Pence Anamosa, Iowa Details
Guy Pence's Diversified Investment Advisors Experience August 2009 - Present
Job Sr Call Center Representative at Diversified Investment Advisors
Industry Financial Services
Experience
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

Delphine Jones Delphine Jones South Orange, New Jersey Details
Delphine Jones's Diversified Investment Advisors Experience 1996 - 1999
Job CFO at BJones BCP Consulting, LLC
Industry Investment Management
Experience
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

Tara Catalino Tara Catalino San Diego, California Details
Tara Catalino's Diversified Investment Advisors Experience 2006 - 2007
Job Strategic Communications & Storytelling
Industry Public Relations and Communications
Experience
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

David Ray David Ray Dallas/Fort Worth Area Details
David Ray's Diversified Investment Advisors Experience June 2005 - January 2010
Job Managing Director, Head of Institutional Retirement Plan Sales at TIAACREF
Industry Investment Management
Experience
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

Andrew Takach Andrew Takach Scranton, Pennsylvania Area Details
Andrew Takach's Diversified Investment Advisors Experience February 1996 - January 1999
Job Independent Retirement Plan Executive
Industry Financial Services
Experience
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

Hannah Grutchfield, CEBS Hannah Grutchfield, CEBS Greater Boston Area Details
Hannah Grutchfield, CEBS's Diversified Investment Advisors Experience September 2004 - Present
Job Technical Pensions System Specialist at Diversified Investment Advisors
Industry Human Resources
Experience
Diversified Investment Advisors   September 2004 - Present
Fidelity Investments  May 1997 - September 2004

Education
University of Massachusetts, Amherst   1995 — 1999
BS, Math

Ben McNamara Ben McNamara Dallas/Fort Worth Area Details
Ben McNamara's Diversified Investment Advisors Experience October 2006 - September 2008
Job Senior Communication Consultant at Aon Hewitt
Industry Outsourcing/Offshoring
Experience
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

aric huang aric huang Arcadia, California Details
aric huang's Diversified Investment Advisors Experience January 2003 - June 2003
Job System Administrator
Industry Higher Education
Experience
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

Tim Rellihan Tim Rellihan Kansas City, Missouri Area Details
Tim Rellihan's Diversified Investment Advisors Experience July 2005 - July 2009
Job Property Manager at The Tiehen Group Inc.
Industry Real Estate
Experience
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

Frank Ramsden Frank Ramsden Greater Boston Area Details
Frank Ramsden's Diversified Investment Advisors Experience July 2009 - June 2010
Job Research Manager/Analyst at Bentall Kennedy
Industry Real Estate
Experience
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

Paul French, CFA Paul French, CFA Greater Philadelphia Area Details
Paul French, CFA's Diversified Investment Advisors Experience October 2010 - April 2012
Job Institutional Client Relations Director Balance Sheet Assets at Wells Capital Management
Industry Investment Management
Experience
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

Gwen (Bruce) Villines, CRPC Gwen (Bruce) Villines, CRPC Providence, Kentucky Details
Gwen (Bruce) Villines, CRPC's Diversified Investment Advisors Experience February 2005 - August 2012
Job Financial Services Professional
Industry Financial Services
Experience
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

Donna Dirsch Donna Dirsch Dallas/Fort Worth Area Details
Donna Dirsch's Diversified Investment Advisors Experience September 1996 - June 2003
Job Buyer, Director, Entrepreneur, Investor
Industry Management Consulting
Experience
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

Sonja Stein Sonja Stein New York, New York Details
Sonja Stein's Diversified Investment Advisors Experience July 2010 - December 2010
Job Performance Marketing Manager at THE NETAPORTER GROUP
Industry Marketing and Advertising
Experience
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

Juniper Frost Juniper Frost San Francisco Bay Area Details
Juniper Frost's Diversified Investment Advisors Experience 2004 - 2006
Job Senior Vice President, Relationship Management at Fidelity Investments
Industry Financial Services
Experience
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

Andy Rosselot, AIF® Andy Rosselot, AIF® Cleveland/Akron, Ohio Area Details
Andy Rosselot, AIF®'s Diversified Investment Advisors Experience March 2000 - February 2004
Job Managing Director of Defined Contribution Sales and Consultant Relations at MetLife
Industry Investment Management
Experience
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

Christopher Han Christopher Han Greater New York City Area Details
Christopher Han's Diversified Investment Advisors Experience January 2008 - December 2009
Job Regional Vice President (External Wholesaler) at Ascensus
Industry Financial Services
Experience
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

Paul Bernardi Paul Bernardi Greater New York City Area Details
Paul Bernardi's Diversified Investment Advisors Experience October 1996 - April 1998
Job Senior Vice President Head of Business Development at Voya Investment Management
Industry Financial Services
Experience
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

Kyle Harris Kyle Harris Greater New York City Area Details
Kyle Harris's Diversified Investment Advisors Experience June 2009 - February 2011
Job Digital Account Manager
Industry Marketing and Advertising
Experience
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

Traci Centofanti Traci Centofanti Greater New York City Area Details
Traci Centofanti's Diversified Investment Advisors Experience 1990 - 1999
Job Director, IT at MannKind Corporation
Industry Pharmaceuticals
Experience
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

Charles Alexandre Charles Alexandre Greater Boston Area Details
Charles Alexandre's Diversified Investment Advisors Experience May 2001 - November 2004
Job Principal Web Systems Engineer at PTC
Industry Information Technology and Services
Experience
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

Amy Stanley Amy Stanley Charlotte, North Carolina Area Details
Amy Stanley's Diversified Investment Advisors Experience January 2005 - February 2007
Job Client Executive at Transamerica Retirement Solutions
Industry Investment Management
Experience
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

Greg Gardini Greg Gardini Phoenix, Arizona Area Details
Greg Gardini's Diversified Investment Advisors Experience February 2007 - June 2012
Job Account Manager at Lincoln Financial Group
Industry Financial Services
Experience
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

Doreen Kanouse Doreen Kanouse Greater New York City Area Details
Doreen Kanouse's Diversified Investment Advisors Experience 1996 - 2007
Job Marketing and Retirement Communications
Industry Financial Services
Experience
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

Kathy Hassett Kathy Hassett Greater Atlanta Area Details
Kathy Hassett's Diversified Investment Advisors Experience April 1998 - October 1999
Job Call Center Operations Manager at Global
Industry Consumer Goods
Experience
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

Dawn Epperson, MPH Dawn Epperson, MPH Minneapolis, Minnesota Details
Dawn Epperson, MPH's Diversified Investment Advisors Experience November 1999 - May 2005
Job Evaluation Coordinator, Dept of Epidemiology and Community Health, U of MN
Industry Research
Experience
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

Rolan Guinto Rolan Guinto Greater New York City Area Details
Rolan Guinto's Diversified Investment Advisors Experience March 2004 - June 2004
Job Windows 7/8/10 Desktop Architect/Application Enterprise Deployment Expert/SCCM 2012
Industry Information Technology and Services
Experience
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

Tony DeFilippis Tony DeFilippis Greater New York City Area Details
Tony DeFilippis's Diversified Investment Advisors Experience May 2006 - November 2007
Job Transition Project Manager at Transamerica Retirement Solutions
Industry Financial Services
Experience
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

Gina Acri Gina Acri Greater New York City Area Details
Gina Acri's Diversified Investment Advisors Experience July 1995 - September 2008
Job Vice President at Wells Fargo
Industry Financial Services
Experience
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

Rick Gardella Rick Gardella Greater Boston Area Details
Rick Gardella's Diversified Investment Advisors Experience April 2004 - November 2005
Job Assistant Director Client Compliance Services at Transamerica Retirement Solutions
Industry Financial Services
Experience
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

Nancy Knowlton Nancy Knowlton Greater New York City Area Details
Nancy Knowlton's Diversified Investment Advisors Experience April 2010 - Present
Job Business Analyst at Diversified Investment Advisors
Industry Information Technology and Services
Experience
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

Mendoza, Mark Mendoza, Mark Greater New York City Area Details
Mendoza, Mark's Diversified Investment Advisors Experience June 2005 - September 2007
Job self employed at white plains, ny
Industry Financial Services
Experience
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

Terrence Kitson, CAIA Terrence Kitson, CAIA Greater New York City Area Details
Terrence Kitson, CAIA's Diversified Investment Advisors Experience March 1998 - March 2008
Job Research and Investment Strategist at Paradigm Asset Management
Industry Investment Management
Experience
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

Debbie Basch Debbie Basch Greater Los Angeles Area Details
Debbie Basch's Diversified Investment Advisors Experience December 2007 - June 2012
Job Financial Advisor, Relationship Manager at CAPTRUST Financial Advisors
Industry Financial Services
Experience
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

Dawn Sempervive Dawn Sempervive Greater New York City Area Details
Dawn Sempervive's Diversified Investment Advisors Experience December 2006 - May 2008
Job Engagement Leader, ERP Initiatives & Strategy, GE Corporate
Industry Financial Services
Experience
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

Joseph Ferroni, CRPC Joseph Ferroni, CRPC Cleveland/Akron, Ohio Area Details
Joseph Ferroni, CRPC's Diversified Investment Advisors Experience November 2003 - October 2007
Job unemployed at anywhere
Industry Financial Services
Experience
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

Joe Centofanti Joe Centofanti Greater New York City Area Details
Joe Centofanti's Diversified Investment Advisors Experience August 2001 - January 2006
Job Relationship Manager at EMPOWER Retirement of GreatWest Financial
Industry Financial Services
Experience
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

Chris Marmora Palmer Chris Marmora Palmer Greater New York City Area Details
Chris Marmora Palmer's Diversified Investment Advisors Experience January 2002 - April 2008
Job Founder, Quijote Language Services
Industry Translation and Localization
Experience
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

Jeffrey Marwitz Jeffrey Marwitz Greater Chicago Area Details
Jeffrey Marwitz's Diversified Investment Advisors Experience November 1997 - February 1999
Job Senior Relationship Manager at Lincoln Financial Group
Industry Financial Services
Experience
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

Michael Butler AIF ® , CRPS Michael Butler AIF ® , CRPS Greater New York City Area Details
Michael Butler AIF ® , CRPS's Diversified Investment Advisors Experience January 1998 - August 1999
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
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

Robert Ierardi Robert Ierardi Charlotte, North Carolina Area Details
Robert Ierardi's Diversified Investment Advisors Experience April 1994 - Present
Job Regional Vice President, Transamerica Retirement Solutions, Institutional Markets
Industry Financial Services
Experience
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

Mike Pietropaolo Mike Pietropaolo Greater New York City Area Details
Mike Pietropaolo's Diversified Investment Advisors Experience Senior Programmer AnalystDiversified Investment Advisors2000 - Present
Job Senior Programmer/Analyst at Diversified Investment Advisors
Industry Insurance
Experience
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

Manish Chachra Manish Chachra Jacksonville, Florida Area Details
Manish Chachra's Diversified Investment Advisors Experience May 2003 - June 2007
Job QA Automation Engineer at SilkRoad technology
Industry Computer Software
Experience
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

DuPree Ballew DuPree Ballew Dallas/Fort Worth Area Details
DuPree Ballew's Diversified Investment Advisors Experience March 2000 - April 2004
Job Regional Vice President, Retirement Plans at Ohio National Financial Services
Industry Financial Services
Experience
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

Brody Reese Brody Reese Greater Boston Area Details
Brody Reese's Diversified Investment Advisors Experience July 2004 - March 2006
Job Experienced Project Manager and Retirement Consultant
Industry Management Consulting
Experience
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

Yefim Alekseyev Yefim Alekseyev Greater Boston Area Details
Yefim Alekseyev's Diversified Investment Advisors Experience February 2004 - June 2006
Job Client Services Data Integration Engineer at Connance
Industry Information Technology and Services
Experience
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

Anthony Centofanti Anthony Centofanti Greater New York City Area Details
Anthony Centofanti's Diversified Investment Advisors Experience February 2000 - June 2006
Job Senior Business Systems Analyst at Transamerica
Industry Information Technology and Services
Experience
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

Abhi Shah Abhi Shah Columbus, Ohio Area Details
Abhi Shah's Diversified Investment Advisors Experience August 2007 - September 2009
Job Developer
Industry Marketing and Advertising
Experience
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

Anthony Mazzella Anthony Mazzella Cedar Rapids, Iowa Area Details
Anthony Mazzella's Diversified Investment Advisors Experience October 2000 - December 2008
Job Head of Client Services at AEGON Asset Management
Industry Financial Services
Experience
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

Nancy Fowler Nancy Fowler San Francisco Bay Area Details
Nancy Fowler's Diversified Investment Advisors Experience 1998 - 2001
Job Patient Advocacy Professional Selfemployed
Industry Hospital & Health Care
Experience
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

Darlene Foster Darlene Foster Greater New York City Area Details
Darlene Foster's Diversified Investment Advisors Experience September 2002 - February 2005
Job at
Industry Transportation/Trucking/Railroad
Experience
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

Hannah Flaherty Hannah Flaherty Greater New York City Area Details
Hannah Flaherty's Diversified Investment Advisors Experience May 2007 - June 2008
Job Data Analyst at Kaplan Test Prep and Admissions
Industry Education Management
Experience
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

Frank Persampieri Frank Persampieri Greater New York City Area Details
Frank Persampieri's Diversified Investment Advisors Experience February 2002 - August 2004
Job Regional Vice President at Sentinel Investments
Industry Financial Services
Experience
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

Nicholas A. Carone Nicholas A. Carone Greater New York City Area Details
Nicholas A. Carone's Diversified Investment Advisors Experience June 2009 - May 2010
Job Senior Business Analyst at AIG
Industry Insurance
Experience
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

Cara Cantrell Cara Cantrell Greater Los Angeles Area Details
Cara Cantrell's Diversified Investment Advisors Experience Sr. ConsultantWatson Wyatt1994 - 2006
Job Sr. Account Executive at Diversified Investment Advisors
Industry Financial Services
Experience
Diversified Investment Advisors   Sr. ConsultantWatson Wyatt1994 - 2006
Union Bank of California  1989 - 1994

Education
University of Hawaii at Manoa   1974 — 1975

Paul Simeone, MBA Paul Simeone, MBA Greater New York City Area Details
Paul Simeone, MBA's Diversified Investment Advisors Experience 1986 - 1998
Job Principal and Cofounder at SolaceIT LLC; Consulting Associate at CHASM Associates LLC; Founder at Gold Coast Productions
Industry Information Technology and Services
Experience
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

Ashley Edgington Ashley Edgington Des Moines, Iowa Area Details
Ashley Edgington's Diversified Investment Advisors Experience May 2008 - August 2008
Job Performance Analyst at Principal Global Investors
Industry Financial Services
Experience
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

Frank Caputo Frank Caputo Greater New York City Area Details
Frank Caputo's Diversified Investment Advisors Experience April 1997 - March 2007
Job Morgan Stanley
Industry Financial Services
Experience
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

Jessica Sweet Jessica Sweet Cedar Rapids, Iowa Area Details
Jessica Sweet's Diversified Investment Advisors Experience February 2008 - Present
Job Client Relationship Consultant at Diversified Investment Advisors
Industry Financial Services
Experience
Diversified Investment Advisors   February 2008 - Present
Stanton Group  September 2006 - February 2008
AEGON  May 2003 - August 2006

Education
Mount Mercy College   1999 — 2003
BA

Cari Yeries Cari Yeries Des Moines, Iowa Area Details
Cari Yeries's Diversified Investment Advisors Experience May 2008 - August 2008
Job Internal Controls Consultant at Sammons Financial Group Member Companies
Industry Financial Services
Experience
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

William Demaree William Demaree Greater Boston Area Details
William Demaree's Diversified Investment Advisors Experience July 2009 - December 2009
Job Senior Actuarial Analyst at Sun Life Financial
Industry Insurance
Experience
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

Andrew Zevola Andrew Zevola Charlotte, North Carolina Area Details
Andrew Zevola's Diversified Investment Advisors Experience January 1997 - September 2001
Job Vice Presidentt at BB&T
Industry Financial Services
Experience
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

Patsy Lehew Patsy Lehew Raleigh-Durham, North Carolina Area Details
Patsy Lehew's Diversified Investment Advisors Experience June 1990 - May 1998
Job Sales Administrator Raleigh at ADP
Industry Information Services
Experience
ADP  June 1999 - Present
Diversified Investment Advisors   June 1990 - May 1998

Skills
Salesforce.com

Education
Queens University of Charlotte   1990 — 1999
BA, Business

ROBERT ZARNOCH, RPA ROBERT ZARNOCH, RPA Greater New York City Area Details
ROBERT ZARNOCH, RPA's Diversified Investment Advisors Experience September 2005 - August 2006
Job Retirement Plans Manager at The Lane Construction Corporation
Industry Human Resources
Experience
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

William Lento William Lento Greater Philadelphia Area Details
William Lento's Diversified Investment Advisors Experience January 1988 - October 2010
Job Vice PresidentBenefits at Newport Capital Group
Industry Financial Services
Experience
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

Danielle Donnelly Danielle Donnelly Boston, Massachusetts Details
Danielle Donnelly's Diversified Investment Advisors Experience January 2010 - June 2010
Job Senior Actuarial Analyst at Liberty Mutual Insurance
Industry Insurance
Experience
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

Robyn Fee Robyn Fee Greater New York City Area Details
Robyn Fee's Diversified Investment Advisors Experience September 2007 - July 2011
Job Senior Marketing Manager, TIAACREF
Industry Financial Services
Experience
TIAA-CREF  September 2011 - Present
Diversified Investment Advisors   September 2007 - July 2011
TIAA-CREF  1994 - 2005

Skills
Copywriting, Marketing

Education
NYU
B.A., Art History

Inez Levesque Inez Levesque Greater Boston Area Details
Inez Levesque's Diversified Investment Advisors Experience 1986 - 2011
Job Senior Regulatory Analyst at Diversified Investment Advisors
Industry Financial Services
Experience
Diversified Investment Advisors   1986 - 2011

Education
Middlesex Community College, Bedford MA   2012 — 2013
Paralegal Certificate, Paralegal Studies

UMass Lowell
MMS

Yazid Saidj Yazid Saidj Seekonk, Massachusetts Details
Yazid Saidj's Diversified Investment Advisors Experience May 2008 - April 2012
Job Senior Defined Benefit Analyst at Diversified Investment Advisors
Industry Financial Services
Experience
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

Joan Barretta Joan Barretta Greater New York City Area Details
Joan Barretta's Diversified Investment Advisors Experience May 2006 - October 2008
Job Senior Financial Analyst at Ampacet
Industry Accounting
Experience
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

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