Nationwide Financial Network
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Nationwide Financial Network Employees
Nationwide July 2010 - Present
Nationwide Financial Network November 2008 - July 2010
Nationwide Insurance July 2008 - November 2008
Skills
Sales Management, Sales Presentations, Sales Process, Direct Sales, Public Seminars, Motivational Speaking, Retirement Planning, Team Building, Marketing, Fixed Annuities, Strategic Planning, Leadership, Management, Mutual Funds, Retirement, Insurance, Sales
Education
The American College for Financial Planning 2013 — 2015
Master of Science (MS), Financial Services
North Carolina State University 1985 — 1993
BA, Communication, General
Nationwide Mutual Insurance Company, Nationwide Investment Management Group January 2012 - Present
Nationwide Insurance 1992 - Present
Nationwide Financial Network March 2003 - January 2012
former Provident Mutual Life Insurance November 1994 - March 2003
Covenant Life Insurance Company October 1992 - November 1994
Skills
Securities, Document Review, Insurance, Legal Writing, Legal Research, Estate Planning, Litigation Management, Westlaw, Lexis, Litigation, Legal Documents, Notary Public
Education
Philadelphia University
BS, Business Administration - Management, 3.85
Philadelphia University - Business Major
FluidEdge Consulting May 2013 - Present
Quest Diagnostics February 2011 - May 2013
Quaker City Motor Parts (NAPA) 2010 - 2010
The Agency, Inc. 2009 - 2009
Nationwide Financial Network 2005 - 2009
Danco, Inc. 2000 - 2005
SFS Corporation 1997 - 2000
Plumbmaster, Inc. 1996 - 1997
Plumbmaster, Inc. 1993 - 1996
Plumbmaster, Inc. 1990 - 1993
Skills
Business Intelligence, Oracle, Database Design, Erwin, Data Warehousing, Resource Management, Contract Management, Vendor Management, Clarity, ERP, Wholesale Operations, Wholesale Distribution, Supply Chain Operations, Project Leadership, Systems Engineering and..., Leadership, Business Analysis, Budgets, Management, Project Management, Quality Assurance, SDLC, Program Management, Analysis, IT Management, Visio, Supply Chain, Databases, Process Improvement, Software Documentation, Requirements Analysis, Consulting, Cross-functional Team..., Information Technology
Education
Penn State University
BS, Industrial Engineering
Nationwide Financial Network January 2013 - Present
Nationwide Financial Network March 2009 - December 2012
Skills
Series 6, Series 26, Series 7, Series 24, Series 63, Series 66, Mutual Funds, Property & Casualty..., Fixed Annuities, FINRA, Retirement, Life Insurance, Securities, Retirement Planning
Education
University of Dayton 2000 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The American College
Transamerica Life Insurance Company June 2014 - Present
Comegys Insurance January 2014 - May 2014
Nationwide Financial Network March 2010 - December 2013
Nationwide Financial January 2009 - March 2010
Education
Otterbein College 1994 — 1998
Bachelor of Arts (B.A.), Sports Medicine
Meier & Dutch Wholesale Cigar November 2012 - Present
Cigars International August 2011 - November 2012
Supermedia March 2011 - May 2011
Nationwide Financial Network November 2005 - October 2010
Lehigh Valley Financial Group December 2003 - November 2005
Self - employed June 2003 - December 2003
Legg Mason Wood Walker December 2001 - June 2003
Summit Financial Resources September 1998 - December 2001
Moravian College May 1997 - July 1998
Circuit City Stores March 1996 - May 1997
Skills
Strategic Financial..., Investments, Time Management, Retirement Planning, Insurance, Wealth Management, Asset Managment, Portfolio Management, Fixed Annuities, Estate Planning, Mutual Funds, Risk Management, Series 7, Life Insurance, Financial Analysis, Investment Advisory, Retirement, Financial Planners, Marketing, Employee Benefits
Education
Moravian College 1996 — 1998
MBA
Lehigh University 1985 — 1989
BS; MBA, Finance
Cognizant Technology Solutions April 2012 - Present
JetBlue Airways September 2010 - March 2012
iTDept.com August 1998 - September 2010
Care First / SHPS February 2010 - May 2010
Merck August 2009 - December 2009
Department of Health and Human Services January 2009 - June 2009
MetLife April 2008 - August 2008
Nationwide Financial Network October 2007 - March 2008
Pearson Education March 2007 - August 2007
Freddie Mac May 2006 - January 2007
Skills
Enterprise Architecture, IT Strategy, PMO, Business Transformation, Business Architecture, Program Management, TOGAF, Roadmap, ITIL, Project Portfolio..., Management Consulting, IT Transformation, Business Strategy, Governance, COBIT, Distributed Team..., Application Architecture, Resource Management, Business Alignment, Data Modeling, CMMI, Business Modeling, Performance Management, Information Architecture, Capability Assessment, Architecture Management, Technology Strategy..., Process Modeling, Object Modeling, Information Modeling, Information Flow, Information Systems..., Innovation Management, Portfolio Management, Value Chain Analysis, IT Governance, PMBOK, Software Measurement, Information Graphics, Information..., Staff Management, Legacy Modernization, Operating Models, Digital Illustration, Integration, Consulting, SDLC, Business Intelligence, Enterprise Software
Education
Michigan State University 1987 — 1993
1993, Computational Mathematics
Warren Cousino or Centerline St, Clements
ABC Realty Investments, LLC March 2014 - December 2014
Diversified Residential Group, LLC and Registered Representative with ARI Financial Services, Inc. October 2013 - December 2013
United Realty Partners August 2012 - April 2013
Tatum & Portie, PC September 1996 - July 2012
Street Capital Group October 2010 - July 2011
Nationwide Financial Network 1995 - 2004
Skills
Investments, Due Diligence, Securities, Capital Markets, Real Estate, FINRA, Private Placements, Financial Services, Contract Negotiation, Asset Management, Series 7, Executive Management, Mutual Funds, Alternative Investments, Broker-Dealer, Attorneys, Series 24, Investment Strategies, Estate Planning, Investment Advisory, Private Equity, Financial Advisory, Wealth Management, Acquisitions, REIT, Equities, Series 63, Hedge Funds, Real Estate Economics, Brokerage, Retirement Planning, Series 65, Investment Management, ETFs, Strategic Financial..., Financial Structuring, Institutional..., Variable Annuities
Education
South Texas College of Law 1989 — 1992
Doctor of Jurisprudence (JD), Law
Golden Gate University 1974 — 1976
Master of Public Administration (MPA), Budget & Finance
Texas A&M University
BBA, Accounting
Intergraph September 2007 - Present
Nationwide Financial Network March 2001 - September 2007
Primavera Systems March 2000 - March 2001
Online Consulting April 1992 - March 2000
Winterthur Museum, Garden and Library October 1991 - June 1997
Skills
Online Help, Software Documentation, Technical Communication, Technical Documentation
Education
University of Delaware 1987 — 1991
Bachelor of Arts (B.A.), English/Business and Technical Writing
MassMutual Financial Group February 2009 - Present
Nationwide Financial Network February 2001 - April 2003
Provident Mutual Life Insurance Company November 1999 - February 2001
Skills
Fixed Annuities, Disability Insurance, Life Insurance, Insurance, Retirement Planning, Long-term Care, Brokers, Employee Benefits, Estate Planning, Long Term Care Insurance, Retirement, Term Life Insurance, Whole Life, Strategic Financial..., Health Insurance, Financial Planning
Education
Old Dominion University 1965 — 1969
Bachelor of Science (B.S.), Secondary Education and Teaching
Louisburg College 1963 — 1965
Westchester Medical Center April 2013 - April 2014
T.R.U.C.E of the Harlem Children's Zone September 2010 - April 2013
Stanley M. Isaacs Neighborhood Center December 2009 - September 2010
Columbia University September 2009 - December 2009
G.F.I Mortgage Bankers, Inc May 2009 - August 2009
Nationwide Financial Network January 2008 - November 2008
Health First, Inc July 2006 - January 2008
Skills
Student Counseling, Admissions, Secondary Education, Student Financial Aid, Classroom, Student Development, Program Management, Program Development, Community Outreach, Student Affairs, College Counseling, Financial Aid, Classroom Instruction, Microsoft SQL Server, Access, Nonprofits, Staff Development, Higher Education, Public Speaking
Education
The College of New Rochelle 2012 — 2015
Bachelor of Science (B.A.), Philosophy and Religious Studies
Nationwide Financial July 2010 - Present
Nationwide Financial Network September 2008 - September 2010
Ashland University January 2008 - April 2010
JPMorgan Chase August 2005 - September 2008
Franklin University June 2006 - March 2008
JPMorgan Chase September 2000 - September 2003
Skills
Leadership, Investments, Strategic Financial..., Mutual Funds, Analysis, Series 6, Retirement, Series 7, Banking, Management, Risk Management, Training, Financial Planning, Finance, Portfolio Management, Financial Services, Insurance
Education
The University of Findlay 1993 — 1996
Nationwide Financial October 2012 - Present
Nationwide Financial Network September 2009 - October 2012
Nationwide financial services August 2006 - September 2009
Nationwide Financials August 2000 - July 2006
Skills
Data Warehousing, Integration, SDLC, Teradata, Data Modeling, Informatica, ETL, DB2, Erwin, PL/SQL, Oracle, Enterprise Architecture, Business Intelligence, Data Integration, Data Warehouse..., Database Design, SOA
Education
Stanford University 2013 — 2014
Stanford Certified Project Manager, Information Technology Project Management
Franklin University 2002 — 2004
MS, Information Technology
Gulbarga University 1994 — 1998
Bachelor of Science (BS), Computer Science
Cross Country Wealth Management January 2013 - Present
Nationwide Financial Network August 2011 - December 2012
Financial Network February 2001 - September 2011
Bear Stearns 2000 - 2000
Skills
Certified Financial..., Financial Planning, Retirement Planning, Strategic Planning, Chartered Financial..., Finance, Estate Planning, Investment Management
Education
University of Maryland University College
MBA, Business Operations & Analysis
Touro College
Bachelors of Science, Finance
Nationwide Financial Network February 2003 - Present
Nationwide Insurance 2003 - Present
Nationwide Financial 2003 - Present
Kushner & Associates March 1994 - February 2003
Skills
Series 7, Fixed Annuities, Life Insurance, 401k, Employee Benefits, Insurance, Retirement Planning, Sales, Finance, Mutual Funds, Series 63, Strategic Financial..., Cold Calling, Long-term Care, Retirement, Financial Services, Estate Planning, Securities
Education
University of Scranton 1978 — 1980
Bachelor's degree, Business Administration and Management, General
Penn State University 1976 — 1978
Associate of Science (A.S.), Business Administration and Management, General
iPipeline February 2014 - Present
iPipeline April 2010 - February 2014
Nationwide Financial Network 2004 - January 2009
Nationwide Financial Network 2002 - 2004
Provident Mutual Life Insurance Company 1999 - 2002
Provident Mutual Life Insurance Company 1997 - 1999
Prudential Insurance 1992 - 1997
United Software Algorithm, Ltd 1989 - 1992
Education
University of Phoenix
B.S., e-Business
Bath & Body Works January 2011 - Present
Nationwide Financial Network April 2010 - January 2011
Robert Half International June 2007 - March 2010
Nationwide Insurance June 2006 - June 2007
Skills
Full-cycle Recruiting, Sourcing, Social Networking, Onboarding, Interviewing, Coaching, College Recruiting, Talent Acquisition, Recruitment/Retention, Technical Recruiting, Talent Management, Retail, Spanish, Workshop Facilitation, Social Recruiting, Diversity & Inclusion, Building Relationships, Management, Time Management, Contract Recruitment, Boolean Searching, Strategic Recruitment..., Interviews, Account Management, Sales, Recruiting, Applicant Tracking..., Human Resources, Employee Relations, Temporary Placement, Training, Hiring, Leadership, Temporary Staffing, Cold Calling, Taleo, Job Fairs, Screening Resumes, Staffing Services, Executive Search, Employer Branding, Succession Planning, Internet Recruiting, Career Counseling, Strategic Sourcing, Resume Writing, Screening, PeopleSoft, Networking, Behavioral Interviewing
Education
Ashland University 2011 — 2013
MBA, Human Resources
The Ohio State University 2003 — 2007
Bachelor of Science in Business Administration, Marketing with minor in Spanish
The Ohio State University - The Max M. Fisher College of Business 2003 — 2007
Bachelor of Science, Marketing with minor in Spanish
Andrew Schoch Agency, LLC - Nationwide Insurance & Financial Services January 2005 - Present
Nationwide Insurance January 2003 - January 2005
Nationwide Financial Network November 1999 - December 2002
Skills
Licensed Life Insurance..., Licensed Life & Health..., Permanent Life Insurance, Term Life Insurance, Property & Casualty..., Commercial Insurance, Umbrella Insurance, General Insurance, Disability Insurance, Variable Annuities, Fixed Annuities, Mutual Funds, Whole Life, Long Term Care Insurance, Financial Services, Investments, Risk Management, Risk Assessment, Financial Analysis, Financial Advisory, Small Business Marketing, Business Process..., Business Strategy, Sales Operations, Sales Process, Marketing Communications, Variable Life, Variable Products, Professional Liability, Liability, Roth IRA, Traditional IRA, Customer Service, Customer Retention, Long-term Customer..., Long Term Business..., Customer Oriented, Customer Experience, Plan Review, Risk Analysis, Decision Analysis, Ethics, Ethical Decision Making, Special Needs, Fixed Income Strategies, Income Protection, Multiple Streams of..., Survivorship, Survivor Income, Life Insurance
Education
The Ohio State University - The Max M. Fisher College of Business 1992 — 1996
Bachelor of Science, Business Administration - Marketing
Minster High School 1988 — 1992
Graduate, Class of 1992
Fugent Campaigns April 2013 - Present
Nationwide Financial Network August 2004 - January 2007
Nationwide Financial Services 1999 - 2001
Citicorp Chicago 1989 - 1992
Skills
Mutual Funds
Education
DePauw University 1978 — 1982
BA, Economics
AutoPartsWay.com Corp September 2009 - Present
CCG Metamedia Inc. January 2009 - August 2009
Nationwide Financial Network 2008 - 2009
Liftbox December 2004 - January 2008
ExpressAutoParts.com, Inc. 2002 - 2004
Skills
Quickbooks, Financial Reporting, Accounts Payable, Accounts Receivable, Bank Reconciliation, Online Communications, Online Research, Client Relations Skills, Customer Service, Benefits Administration, Payroll Services, QuickBooks, PowerPoint, Office Management, Budgets, Bookkeeping, Training, Management, Payroll, Insurance, Account Reconciliation, Administrative..., Process Improvement, Leadership, Accounting, Process Scheduler, Advertising, Invoicing, Microsoft Office
Education
1995 — 2010
Bachelors, Business Management
City University of New York 2001 — 2005
Associate of Arts and Sciences (AAS), •Associate Degree in Business Management, Graduated with Honors
FUTURITY FIRST Insurance Group September 2009 - Present
Futurity First Insurance Group May 2009 - September 2009
Nationwide Financial Network 2005 - 2009
Skills
Recruiting, Retirement Planning, Leadership, Insurance, Sales, Sales Management, Financial Services, Networking, Employee Benefits, Time Management, Fixed Annuities, Securities, Life Insurance, Disability Insurance, Term Life Insurance, Retirement, Long-term Care, Health Insurance, Risk Management, Strategic Planning, Long Term Care Insurance, Business Planning
Education
Southern Illinois University, Carbondale 1985 — 1989
MBA, Finance and Marketing
DJ Science College 1983 — 1985
High School
Currently Seeking new opportunity April 2012 - 2012
Pathfinder Group, LLC August 1984 - May 2009
Nationwide Financial Network June 2004 - August 2007
Midland National Life June 1996 - October 2002
Skills
Registered Financial..., Certified Teacher -..., Insurance, Fixed Annuities, Disability Insurance, Financial Advisory, Retirement Planning, Retirement, Sales, Long-term Care, Life Insurance
Education
University of North Texas 1974 — 1976
BS, Education
The University of Texas at Arlington 1972 — 1974
Country Club of Darien April 2015 - Present
Country Club of Darien, Inc. May 2012 - Present
Country Club of Darien, Inc. June 2009 - May 2012
Nationwide Financial Network March 2008 - January 2009
Blue Heron Hills Country Club Inc. November 2006 - December 2007
Blue Heron Hills Country Club Inc. December 2005 - November 2006
Radisson Hotel Rochester, NY January 1997 - December 2005
Skills
Event Planning, Sales, Financial Statements, Organization, Management, Advertising, Budgets, Customer Service, Marketing, Microsoft Excel, Time Management, Customer Satisfaction, Event Management, Hotels, Hospitality, Hospitality Management, Marketing Strategy, Social Media, Food & Beverage
Education
Rochester Institute of Technology 1994 — 2000
BFA, Graphic Design
NIVEK Consulting Inc. July 2007 - Present
GE / Middle River Aircraft Systems June 2011 - July 2015
Henkels & McCoy July 2010 - March 2011
ATK August 2007 - December 2009
Nationwide Financial Network March 2006 - August 2007
Ubiquitel PCS August 2004 - February 2006
Primavera Systems August 2003 - July 2004
Skills
Earned Value Management, Oracle, Program Management, MS Project, WBS, Project Planning, Process Improvement, Risk Management, PMP, Integration, Primavera P6, Change Management, Government Contracting, Project Management, CPM Scheduling, Proposal Writing, Project Portfolio..., Instructional Design, Corporate Training, Quality Management, Configuration Management, Leadership Development, PMO, SDLC, Cross-functional Team..., Systems Engineering, Six Sigma, Aerospace, Training, Resource Management, Project Control, Microsoft Project
Education
University of Delaware 2007 — 2007
Project Management
Towson University 1988 — 1990
Computer Information Systems
Nationwide Financial Network March 1998 - Present
Nationwide Financial 1998 - 2011
Nationwide Insurance 1998 - 2011
Skills
Retirement, Fixed Annuities, Estate Planning, Series 6, Insurance, Property & Casualty..., Series 24, Wealth Management, Life Insurance, Commercial Insurance, Financial Planners, Casualty, Series 63, IRAs, Uniform Combined State..., Investment Advisory, Investments, Series 65, Disability Insurance, Strategic Financial..., Employee Benefits, Health Insurance, Mutual Funds, Financial Planning, Long-term Care, Retirement Planning, Underwriting, Financial Advisory, Series 7, Term Life Insurance
Education
Duquesne University
Executive Certificate in Financial Planning
Geneva College
BS, Human Resources
Nationwide Financial Network January 2000 - Present
Nationwide Financial February 1997 - January 2000
Nationwide Financial July 1989 - February 1997
Skills
Series 6, Ohio Life, Property & Casualty..., Insurance, Life Insurance, Fixed Annuities, Health Insurance, Strategic Financial..., Mutual Funds, Retirement Planning, Retirement, 401k, Term Life Insurance, Financial Services
Education
Franklin University
Business Forensics and Criminal Justice
Noyes Insurance Agency, Inc. (domiciled in NY) January 2009 - Present
Coldwell Banker Gumbo Realty July 2005 - January 2010
Nationwide Securities, LLC July 2008 - March 2009
Nationwide Financial Network June 2008 - December 2008
MetLife Financial Services July 2007 - March 2008
Ameriprise Financial January 2007 - April 2007
Allen J Flood Companies, Inc March 2000 - November 2006
American Lawyer Media - ALM Properties, Inc November 1997 - February 2000
Mutual of Omaha Companies, Inc - Rye, NY Division Office April 1989 - November 1997
Skills
Fixed Annuities, Retirement Planning, Insurance, Retirement, Disability Insurance, Term Life Insurance, Health Insurance, Long-term Care, Life Insurance, Employee Benefits
Education
Pace University-Pleasantville/Briarcliff Campus 1979 — 1984
BA, Literature & Communications
HHS
Principal Financial Group July 2011 - Present
ReMark International February 2010 - April 2011
Bankers Life and Casualty January 2009 - February 2010
Nationwide Financial Network January 2008 - January 2009
Merrill Lynch January 2006 - January 2008
Guardian January 2004 - January 2005
Jackson National Life January 2000 - January 2003
HD Vest 1999 - 2000
Education
Texas Tech University 1994 — 1997
BA, Psychology
Fidelity & Guaranty Life April 2015 - Present
Fidelity & Guaranty Life March 2013 - April 2015
Fidelity & Guaranty Life July 2007 - March 2013
Nationwide Financial Network 2004 - 2007
Providentmutual Life Insurance Company 2002 - 2004
Provident Mutual 1998 - 2002
MBNA September 1996 - May 1998
Independence Blue Cross 1978 - 1996
Skills
SDLC, Strategic Financial..., Visio, Insurance, Risk Management, Team Leadership, Budgets, Process Improvement, Business Analysis, Leadership, Change Management
Education
Strayer University 2006 — 2011
MS IS, Information Systems
Eastern University 1995 — 1996
Bachelor of Arts, Organizational Management
AJW Financial Partners LLC February 2009 - Present
Nationwide Financial Network September 2006 - January 2009
Genworth Financial Advisors Corp. April 2001 - September 2006
Ameriprise Financial Advisors February 2000 - March 2001
Aflac August 1999 - March 2000
Skills
Estate Planning, Financial Planners, Employee Benefits, Asset Protection, Retirement Planning, Insurance, Risk Management, Retirement, Strategic Financial..., Small Business, Disability Insurance, Wealth Management, Mutual Funds, Fixed Annuities, Life Insurance, Term Life Insurance, Finance, IRAs, Health Insurance, Financial Advisory, Investments, Wealth Accumulation, Long Term Care Insurance, Long-term Care, 401k, Wealth, Asset Allocation, Investment Advisory, Financial Services, Investment Strategies, Series 7
Education
University of Baltimore 2002 — 2002
Certificate, Financial Planning
St. Mary's College of Maryland 1995 — 1999
BA, Economics
Baltimore Polytechnic Institute 1991 — 1995
Baystate Financial / MetLife Premier Client Group August 2014 - Present
Principal Financial Group February 2010 - August 2014
Nationwide Financial Network August 2005 - February 2010
CITISTREET RETIREMENT SERVICES April 2004 - August 2005
Alliance Benefit Group October 2003 - January 2004
Scudder Retirement Services December 1997 - October 2003
FLEET FINANCIAL October 1997 - December 1997
PUTNAM INVESTOR SERVICES March 1992 - September 1997
Boston Financial Data Services January 1990 - March 1992
JOHN HANCOCK MUTUAL LIFE January 1989 - December 1989
Skills
Retirement Planning, Retirement, Excel, Word, PowerPoint, Long Term Care
Education
Merrimack College 2008 — 2010
Certificate CFP Program, Advanced Degree in Finance
Suffolk University 2000 — 2003
MBA, Business Administration and Management, General
Bentley University 1994 — 1996
Certification in Pension Administration, Retirement Planning
UNIVERSITY OF LOWELL 1987 — 1989
Bachelor of Science, Business Administration/Finance
Northern Essex Community College 1984 — 1986
Associate, Liberal Arts
NetJets August 2014 - Present
Nationwide Financial Network March 2008 - July 2014
Skills
Jets, Aviation, FBO, Sandler, Private Aviation, Fixed Annuities, Variable Annuities, Life Insurance, Variable Products, Mutual Funds, Series 6, Insurance, Variable Life, Immediate Annuities, Indexed Annuities, Sales, Customer Service, Microsoft Office, Salesforce.com
Education
The Ohio State University 2002 — 2006
Bachelor of Arts, Communication
Middletown High School 1998 — 2002
Nationwide Financial Network October 2013 - Present
Nationwide Financial July 2010 - Present
Nationwide Financial July 2010 - October 2013
Centric Financial Group/OneAmerica General Agency 2009 - July 2010
Columbus Chamber 2008 - 2010
MetLife Financial Services 2007 - 2009
Ashland Distribution 2003 - 2005
Ashland Distribution 2001 - 2003
Skills
Marketing Strategy, Insurance, Retirement, New Business Development, Coaching, Budgets, Series 6, Series 63, Investments, Series 65, Financial Services, Life Insurance, Small Business, Long-term Care, Retirement Planning, Mutual Funds, Sales
Education
The Ohio State University
BA, Economics
Nationwide Financial June 2015 - Present
Nationwide Financial May 2014 - June 2015
Nationwide Financial January 2011 - May 2014
Nationwide Financial Network January 2009 - January 2011
Columbus Crew January 2008 - December 2008
Skills
Series 6, Project Management, Process Improvement, Microsoft Word, Microsoft Excel, PowerPoint, Access, Photoshop, Life Insurance, Variable Annuities, Fixed Annuities, Call Centers, Training, Mutual Funds, Leadership
Education
The Ohio State University 2004 — 2008
Bachelor of Arts (B.A.), Strategic Communications
Nationwide Insurance January 2015 - Present
Nationwide Financial Network 2010 - 2015
Nationwide Financial November 2007 - April 2010
Skills
Series 6, Life Insurance, Mutual Funds, Retirement Planning, Insurance, Retirement, Variable Annuities, Term Life Insurance, Investments, Long-term Care, Fixed Annuities, Customer Service, Ohio Life and Health..., Series 63, Commercial Insurance, Health Insurance, Property & Casualty..., General Insurance, Umbrella Insurance, 401k Rollovers, 401k, Group Policy, Group Insurance, 529 Plans, IRAs, Roth IRA, Simple IRA, SEP IRA, Identity Theft, Inland Marine
Education
Franklin University 2006 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration/Finance
Columbus State 2000 — 2004
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Nationwide Financial Network February 2015 - Present
Nationwide Insurance February 2013 - Present
Nationwide Insurance Company June 2009 - February 2013
Nationwide Insurance Company November 2007 - June 2009
Motorists Mutual Insurance July 2007 - December 2007
State Farm Insurance 2004 - 2007
State Farm Insurance 2001 - 2004
State Farm Insurance 1998 - 2001
State Farm Insurance 1995 - 1998
Professional Insurance Consultants 1991 - 1995
Skills
Team Building, Sales, Marketing, Customer Service, Public Speaking, Project Management, Start-ups, Performance Improvement, Career Counseling, Insurance, Property & Casualty..., Commercial Insurance, Underwriting, Life Insurance, Health Insurance, Strategic Planning, General Insurance, Sales Management, New Business Development, Marketing Strategy, Account Management, Fixed Annuities, Legal Liability, Disability Insurance, Casualty, Umbrella Insurance, Workers Compensation, Commercial Lines, Leadership, Sales Process, Selling, Training, Small Business, Cold Calling, Program Management, Liability, Term Life Insurance, Cross-functional Team..., Customer Retention, Risk Management, Claim, Pricing, Consulting, Investments, Whole Life, Employee Benefits, Professional Liability, Financial Services, Series 6, Claims Management
Education
Rochester Institute of Technology
BS, Biomedical Photography, Cum Laude
Troy University
MS, International Relations, Magna Cum Laude
Nationwide Financial Network August 2005 - Present
US Bancorp August 2003 - August 2005
U.S. Bank 2003 - 2005
Education
University of Arkansas at Fayetteville 1993 — 1997
Bachelor of Arts (B.A.), International Economics
Travelers March 2012 - Present
Legg Mason March 2005 - January 2012
Nationwide Financial Network June 2000 - February 2005
St. Paul Companies December 1988 - June 2000
Skills
Global Technology..., Agile Project Management, Budgeting and Cost..., Strategic Planning and..., High-Performance Team..., Multi-site Integration..., Business Process..., Customer Relationship..., Vendor and Contract..., Best Practices and..., CRM, Business Process..., High Performance Teams, Integration
Education
The Johns Hopkins University - Carey Business School
MBA
College of Notre Dame of Maryland
BA, Business and Computer Information Systems
Lincoln Financial Group October 2011 - Present
Nationwide Financial Network January 1995 - April 2010
Nationwide Financial Network January 1991 - January 1994
Nationwide Financial Network January 1989 - January 1991
Skills
SDLC, Business Intelligence, Software Documentation, User Acceptance Testing, Quality Assurance, Testing, Scripting, Analysis, Quality Center, Access, Business Analysis, Insurance, Requirements Analysis
Education
Holy Family University 1990 — 1994
Marketing/Management
Temple University 1987 — 1989
Psychology
Additional Training/Classes
Alliance Data November 2014 - Present
Alliance Data November 2013 - November 2014
Diversified Business Management January 2013 - November 2013
Auditor of State - Ohio 2011 - January 2013
Nationwide Financial 2004 - 2011
Nationwide Financial 2007 - 2010
Nationwide Financial Network 1999 - 2003
Ohio Air National Guard 1992 - 2000
GatesMcDonald 1997 - 1999
Skills
Risk Management, Strategy, Process Improvement, Forecasting, Analysis, Management Consulting, Leadership, Managerial Finance, Business Strategy, Budgets, Management, Finance, Six Sigma, Internal Audit, Business Development, Mergers & Acquisitions, Strategic Financial..., Investments, Portfolio Management, Marketing, Financial Analysis, Business Analysis, CRM, Strategic Planning, Project Management, Sales, Team Building, Marketing Strategy, Customer Service, Consulting, Cross-functional Team..., Analytics, Financial Services, Account Management, Financial Modeling
Education
Franklin University 2008 — 2010
MBA, Economics, Strategy
Franklin University
BS, Finance
Teays Valley
The American College
ChFC, Financial Planning
Radian April 2013 - Present
eBay Enterprise January 2013 - April 2013
eBay Enterprise March 2011 - December 2012
GSI Commerce August 2009 - March 2011
RSI Content Solutions March 2008 - August 2009
Nationwide Financial Network November 2006 - March 2008
IBM June 1999 - November 2006
Skills
SDLC, XML, Java, SOA, Agile Methodologies, Architecture, Enterprise Architecture, JavaScript, Requirements Analysis, Software Development, Oracle, Application Architecture, JMS, Software Project..., E-commerce, Web Development, Web Services, Agile Project Management, IT Strategy, Java Enterprise Edition, Scrum, Software Engineering
Education
Drexel University 1994 — 1999
B.S.
InsPro Technologies September 2007 - Present
Nationwide Financial Network 2004 - 2007
Provident Mutual Insurance 1997 - 2004
DocuTrain Services September 1995 - June 1997
LexisNexis April 1994 - August 1995
Amtrak April 1993 - April 1994
National City Bank September 1989 - April 1993
Oxford Management September 1984 - October 1989
Skills
Captivate, E-Learning, MBTI, Team Building, Visio, Instructional Design, Customer Service, Insurance, Microsoft Office, Leadership, Lotus Notes, Project Management, Learning Management, Microsoft Word, Leadership Development, Organizational..., Technical Writing, PowerPoint, Analysis, Coaching, Management, Program Management, Business Process..., Process Improvement, Training, Software Documentation
Education
Indiana University Bloomington 1982 — 1984
M.S. in Education, Instructional Design
Indiana University Bloomington 1978 — 1982
B.S. in Education, Art Studio
Interactive Advisory Software October 2012 - Present
Independent Consulting January 2011 - September 2012
Informa Investment Solutions February 2010 - December 2010
E-Z Data, Inc. February 2008 - October 2009
Albridge, an Affiliate of Pershing October 2002 - February 2008
Brinker Capital August 2001 - September 2002
Nationwide Financial Network July 2000 - July 2001
Lincoln Investment Planning February 1993 - July 2000
Skills
Financial Services, Relationship Management, Asset Managment, Wealth Management, Sales, Portfolio Management, Asset Management, Business Analysis
Education
Temple University
B.B.A.
Comcast July 2014 - Present
ACAC Fitness & Wellness Center January 2013 - Present
Hockessin Athletic Club March 2007 - Present
Comcast Cable June 2008 - June 2014
YMCA of Delaware December 1997 - August 2013
Nationwide Financial Network November 2006 - June 2008
Computer Sciences Corporation October 2000 - March 2006
QVC March 1999 - June 2000
CDI Information Services December 1997 - March 1999
Graco Children's Products March 1994 - December 1997
Skills
Process Improvement, SDLC, Software Documentation, Security, Project Management, Visio, Program Management, Training, Requirements Analysis, Leadership, Team Building, Software Project..., Enterprise Architecture, Agile Methodologies, Business Analysis, Management, Strategic Planning, Team Leadership, Lean Operations, Agile Project Management, Lean Management, Cross Functional..., Lean IT, Organizational...
Education
Dale Carnegie 2009 — 2009
Certificate of Achievement, Organizational Leadership
Delaware Technical & Community College 1988 — 1994
Associates, Business Administration
Computer Learning Center 1984 — 1985
Technical, Computer Programming
Capella University
Bachelor of Science, Business Management
InsPro Technologies June 2007 - Present
Nationwide Financial Network October 2002 - June 2007
Provident Mutual September 1985 - October 2002
Skills
Vendor Management, Business Analysis, Insurance, Program Management, SDLC, Requirements Analysis, Visio, Process Improvement, IT Strategy, Software Documentation, Agile Methodologies, Software Project..., Disaster Recovery, Project Management, Thought Leadership
Education
Burlington County College 1980 — 1984
Executive Health Resources March 2011 - Present
CMK Communications Group May 2008 - March 2011
Nationwide Financial Network October 2007 - May 2008
PPL Solutions August 2007 - September 2007
Vanguard November 2006 - June 2007
City of Philadelphia - Division of Technology November 2005 - September 2006
Independence Blue Cross April 2005 - November 2005
SAP June 1997 - April 2005
Independence Blue Cross June 2004 - November 2004
Exelon Power Team May 2002 - June 2004
Skills
Visual Basic, Technical Writing, Software Documentation, XML, SnagIt, Quality Assurance, Human Resources, Change Management, Training, Microsoft Office, SDLC, Oracle, Content Strategy, RoboHelp, Technical Documentation, Testing, Business Analysis, Business Requirements, Adobe Acrobat, Crystal Reports, Editing, Online Help, Marketing, Analysis
Education
Lyons Technical Institute 1982 — 1982
Certificate, Digital Computer Electronics
Lyons Technical Institute 1981 — 1982
A.D., Electronic Engineering Technology
Pennsylvania State University 1969 — 1973
Bachelor of Arts, English (Writing Option) Minor - Biological Science
Radnor Senior High School 1965 — 1969
Diploma, College Prep
Shamrock Financial Partners, LLC April 2006 - Present
Nationwide Financial Network June 2003 - May 2005
New England Financial Group January 2000 - June 2003
Education
Auburn University 1976 — 1980
BA, Speech Communication, Minor in Marketing
National Life Group November 2007 - Present
Nationwide Financial Network 2001 - 2007
Advanta 2000 - 2001
Morgan, Lewis & Bockius LLP 1998 - 2000
Prudential Financial 1991 - 1998
Skills
FINRA, Series 7, Retirement Planning, Risk Management, Retirement, Insurance, Strategic Financial..., Financial Services, Fixed Annuities, Investments, Relationship Management, Management, Sales, Wealth Management, Program Management, Training, Securities, Leadership, Life Insurance, Finance, Asset Management, Financial Planning, Mutual Funds, Equities, Marketing, Financial Planners, Series 6
Education
Pennsylvania State University-Great Valley Graduate Center 1992 — 1996
MS, Management
Penn State University 1987 — 1991
BS, Finance with Economics Minor
LyonShare Marketing January 2010 - Present
Lincoln Financial Group 2005-2009 2006 - 2009
Nationwide Provident 2003-2005 2005 - 2006
Nationwide Financial Network 2003 - 2004
Provident Mutual January 1999 - January 2003
Nationwide Provident 1998 - 2003
Provident Mutual August 1984 - September 1999
Provident Mutual January 1997 - January 1998
Provident Mutual January 1996 - January 1997
Provident Mutual January 1989 - January 1996
Skills
Marketing, Project Management, Advertising, Account Management, Market Planning, Marketing Communications, Integrated Marketing, Budgets, Event Planning, Leadership, Management, Marketing Research, Product Launch, Strategic Communications, Strategy
Education
La Salle University 1985 — 1991
Bishop McDevitt High School 1974 — 1978
LaSalle University
Bachelor of Science, Marketing
Local Hospital April 2013 - Present
Nationwide Financial Network 2009 - 2012
Nationwide Insurance August 2008 - June 2009
CheckFree January 2008 - March 2008
State Auto Insurance October 2007 - December 2007
Nationwide Insurance June 2004 - October 2007
Online Computer Library Center (OCLC) March 1998 - March 2004
Motorists Insurance Group 1989 - 1998
Skills
JCL, DB2, SQL, COBOL, Mainframe, SDLC, Business Analysis, Testing, TSO, Oracle, Databases, Unix, CICS, Software Development, Requirements Gathering, Data Analysis
Education
Columbus State Community College 1983 — 1987
Associate, Computer Science
Nationwide Financial Network December 2005 - Present
Education
Saint Joseph's University - Erivan K. Haub School of Business 1985 — 1990
Advocate Radiology Billing & Reimbursement Specialists, LLC January 2015 - Present
Nationwide Financial July 2014 - January 2015
Nationwide Financial Network October 2009 - July 2014
ETCI 2007 - 2009
NetJets 2000 - 2006
Nationwide Financial 1996 - 2000
Computerized Fiscal Planning 1992 - 1996
Education
The Ohio State University 1990 — 1996
BS, Computer & Information Science
TIME Financial November 2011 - Present
Nationwide Financial Network August 2006 - October 2011
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Succession Planning, Business Planning, Charitable Gift Planning, Life Insurance, Long Term Care Insurance, Disability Insurance, Charitable Trusts, Multi-generational..., Irrevocable Life..., Special Needs Trusts, Revocable Trusts, Wealth Management, Underwriting, Retirement Plan..., Qualified Retirement..., Annuity Sales, Wealth Preservation..., Income Protection, Networking, Referrals, Sales, Term Life Insurance, Whole Life, Variable Life, Universal Life
Education
Ohio University 1999 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Barclaycard June 2011 - Present
Barclaycard US June 2008 - June 2011
The Judge Group August 2007 - June 2008
Nationwide Financial Network 2006 - 2007
Nationwide Financial 2006 - 2007
Nationwide 2006 - 2007
Keane November 2000 - April 2006
Wipro Technologies July 1995 - November 2000
Larsen & Toubro Limited August 1994 - June 1995
Skills
SDLC, Project Delivery, Agile Methodologies, Business Analysis, Data Warehousing, Disaster Recovery, Enterprise Architecture, IT Strategy, Integration, PMO, Process Improvement, Project Management, Project Portfolio..., Requirements Analysis, Requirements Gathering, Software Development, Software Project..., Team Leadership, Vendor Management
Education
University at Albany, SUNY 1999 — 2002
MBA, Business
Bengal Engineering and Science University, Shibpur 1990 — 1994
Bachelor of Engineering, Computer Science
Sallie Mae Inc October 2010 - Present
MDA Lending Solutions May 2009 - October 2010
Nationwide Financial Network June 2005 - January 2009
JP Morgan Chase 2003 - 2005
JP Morgan Chase 2001 - 2003
JP Morgan Chase 1994 - 2001
JP Morgan Chase 1994 - 1995
Education
University of Delaware 1985 — 1991
BAAS, English
Nationwide Financial Network April 1996 - Present
Playtex Apparel January 1988 - March 1996
Skills
Oracle, COBOL, AIX
Education
James Madison University 1977 — 1981
InsPro Technologies April 2008 - Present
Nationwide Financial October 2003 - April 2008
Provident Mutual 1997 - 2008
Nationwide Financial Network 1997 - 2008
Education
Connecticut College 1977 — 1981
Nationwide Insurance March 2014 - Present
Beth Roush Photography June 2007 - Present
Nationwide Retirement Plans November 2010 - March 2014
Nationwide Financial Network April 2008 - November 2010
Education
Ohio University 2004 — 2008
Bachelor's Degree, Management Information Systems (MIS)
Nationwide Financial August 2013 - Present
Nationwide Advertising Group January 2007 - August 2011
Nationwide Financial Network January 1986 - March 2007
Skills
Retirement Planning, 401k, Retirement, Mutual Funds, Investments, Strategic Financial..., Financial Services, Customer Service, Series 6, Microsoft Excel, Pensions, Series 63, Fixed Annuities, Securities, Financial Planning, IRAs, Insurance
Education
Grove School of Arts
Vocal
Ohio University
Human Resources Management and Services
Foreside Financial Group, LLC July 2015 - Present
Foreside Financial Group, LLC September 2013 - July 2015
Foreside Financial Group, LLC April 2007 - September 2013
Nationwide Financial Network 2003 - 2006
Meeder Financial 2001 - 2003
Nationwide Financial 1999 - 2001
Skills
FINRA, Financial Services, Series 7, Mutual Funds
Education
Tiffin University 1995 — 1999
BBA, Finance
Fremont Ross
Janney Montgomery Scott August 2009 - Present
1717 Capital Management Company July 2002 - November 2008
Nationwide Securities Inc 2003 - 2008
Nationwide Financial Network 2002 - 2008
Nationwide Insurance 2002 - 2008
Nationwide 2001 - 2008
Provident Mutual Life July 1997 - 2002
Provident Mutual 1997 - 2001
Advanta May 1996 - July 1997
Bank of New York (Delaware) September 1987 - May 1997
Skills
Risk Management, Securities, Leadership, Capital Markets, Team Building, Insurance, Management, Series 24, Series 7, FINRA, Mutual Funds, Fixed Annuities, Retirement Planning, AML, Wealth Management, Analysis, Investments, Investment Advisory, Strategic Financial..., Trading, Financial Services, Asset Allocation, Retirement, Equities, Series 6
Education
University of Delaware 1980 — 1984
BS, Criminal Justice
Nationwide Financial June 2014 - Present
Nationwide Financial January 2013 - May 2014
Nationwide Financial Network January 2008 - December 2012
Skills
FINRA Series 26, 6, 63..., Fixed Annuities, Life Insurance, Series 63, Series 6, FINRA
Education
University of Baltimore 1992 — 1996
Master of Business Administration (M.B.A.), Business and Human Resources
Randolph-Macon College 1985 — 1989
Bachelor's degree, Business/Managerial Economics
Houston Financial Center June 2000 - Present
Women Presidents Organization 2009 - 2012
Nationwide Financial Network June 2005 - August 2008
Skills
Personal Financial..., Business Planning, Retirement Planning, Investments, Life Insurance, Health Insurance, Long-term Care, College Savings Plans, Estate Planning, Fixed Annuities, Financial Planners, Financial Advisory, Strategic Financial...
Education
Continuous Education after college 1994 — 2015
CFP, ChFC, CLU, AIF, CAP, LUTCF, Financial Planning and Services
The American College
InsPro Technologies May 2011 - Present
StrawAds, Inc April 2010 - January 2011
Nationwide Financial Network September 1994 - January 2009
Nationwide Financial March 1990 - September 1994
Provident Mutual Life July 1982 - March 1990
Education
Delaware County Community College
Business
Fractyl Laboratories Inc. January 2014 - Present
Neuronetics, Inc. October 2012 - November 2013
Neuronetics, Inc. May 2011 - October 2012
Synthes March 2010 - May 2011
AIG August 2009 - February 2010
Nationwide Financial Network May 2002 - February 2009
Provident Mutual Life Insurance Company July 1996 - April 2002
Skills
Analysis, Testing, SDLC, Software Documentation, Quality Assurance, Visio, Requirements Analysis, Project Management, Business Analysis, Process Improvement, Technical Writing, MS Project, Risk Management, System Testing, Team Building, Regression Testing, Quality System, Quality Center, Validation, Test Planning, Software Quality..., Agile Methodologies, SharePoint, Software Development, Integration, User Acceptance Testing, Business Requirements, Software Project..., Program Management, Cross-functional Team..., Product Development, Medical Devices, ISO 13485, ERP, 21 CFR Part 11, FDA, Process Simulation, Requirements Gathering, Data Warehousing, GMP, V&V, CAPA, Test Cases, CE marking, Computer System..., HP Quality Center
Education
Lycoming College 1979 — 1983
Bachelor of Arts, French, Business
Ascena Retail Group, Inc. (formerly Charming Shoppes Inc.) April 2011 - January 2015
ClearBridge Technology Group December 2009 - March 2011
Nationwide Financial Network June 1979 - May 2009
Nationwide Financial Network 1979 - 2009
Skills
Data Warehousing, SDLC, Business Analysis, Requirements Analysis, COBOL, Insurance, Process Improvement, Software Documentation, ETL, PL/SQL, Unix, Microstrategy, Oracle
Education
Lebanon Valley College 1975 — 1979
BS, Mathmatics
Northwestern Mutual 2008 - Present
Nationwide Financial Network 2002 - 2008
Provident Mutual Life 1992 - 2002
Investors Life Group 1988 - 1992
INA Life Insurance Company 1984 - 1988
Education
The College of New Jersey 1980 — 1984
BS, Management
Cherokee High School 1976 — 1980
Aon March 2013 - Present
Essence of Time Music March 2012 - Present
Merrill Lynch May 2010 - June 2012
TCI 2009 - 2011
TCI 2009 - 2011
TCI 2009 - 2011
Bank of America September 2008 - March 2009
TIAA-CREF November 2007 - August 2008
TIAA-CREF June 2005 - October 2007
Nationwide Financial Network August 2004 - June 2005
Skills
Wealth Management, Retirement Planning, Asset Allocation, Equities, Financial Services, Fixed Annuities, Insurance, Investments, Life Insurance, Mutual Funds, Portfolio Management, Retirement, Series 63, Series 7, Strategic Financial...
Education
University of North Carolina at Charlotte 1994 — 1999
B.S.B.A, Business Management
East Henderson High
East Henderson High
Leawood Presbyterian Church February 2009 - August 2013
Nationwide Financial Network 2000 - 2009
Hill Rom 1996 - 1998
Corinth Podiatry Group 1984 - 1996
Wausau Insurance 1974 - 1984
Education
Longview Community College
Nationwide Financial Network November 2007 - Present
Kogent Systems Corp November 2007 - March 2009
Nationwide Financial Network 2007 - 2009
Satyam Computer services Limited 2003 - 2007
dretec 2001 - 2002
One Network Enterprises October 2000 - January 2001
cei 2000 - 2001
computer enterprises 2000 - 2001
iis infotech 1998 - 2000
ISC 1997 - 1998
Skills
JCL, Clarity, COBOL, Mainframe, DB2, SDLC, Data Warehousing, PL/SQL, Insurance, Analysis, Java, HTML, VSAM, Testing, Web Applications, Software Project..., Application Development, Team Management, Captivate, Software Development, Enterprise Architecture, Requirements Analysis, User Acceptance Testing, Data Modeling, Visio, Quality Assurance, System Testing
Education
Kotak Salesian School 1975 — 1985
Andhra University
Gayathri vidya parishad
Pepco Holdings, Inc. 2009 - Present
Nationwide Financial Network 2004 - 2009
First Energy Corporation 2002 - 2004
GPU, Inc. 1999 - 2001
GPU, Inc. 1995 - 1998
GPU, Inc. 1989 - 1994
Skills
Security, Network Security, Firewalls, Vulnerability Assessment, System Administration, Risk Assessment, Cisco, CISSP, IDS, Computer Security, Compliance, Windows, Security Management, Risk Management, Penetration Testing, Information Security..., ArcSight, Vulnerability Management, SOX, Intrusion Detection, Cyber Security, Vulnerability Scanning, Information Security..., Business Continuity, Information Security, Virtualization, Checkpoint, Windows Server, Cisco Technologies, Sarbanes-Oxley Act
Education
Alvernia University 1991 — 1996
BS, Computer Science
Cognizant Technology Solutions June 2013 - Present
Cognizant Technology Solutions April 2013 - June 2013
Cognizant Technology Solutions September 2011 - March 2013
Syntel Inc April 2010 - September 2011
Charming Shoppes Inc, Bensalem, PA December 2009 - April 2011
Home Depot, Atlanta, GA November 2009 - December 2009
Nationwide Financial Network March 2007 - November 2009
Syntegra Inc. July 2008 - March 2009
Dept. of Transport, Patna,Govt. of Bihar, India 1994 - May 2003
Skills
Microstrategy, Business Intelligence, Unix, Management, Oracle Warehouse Builder, Data Warehousing, SDLC, Requirements Analysis, Software Project..., ETL, Oracle, Business Analysis, DB2, Data Modeling, Teradata, Informatica, PL/SQL, SQL, Requirements Gathering, Consulting, Microsoft SQL Server, Databases
Education
University of Calcutta 1972 — 1975
Bachelor of Commerce, Business, Finance, Accounts, Statistics
Magadh University
Master of Commerce, Business, Commerce, Accounting, IT
Robson Financial Legacies January 2006 - Present
Nationwide Financial Network January 2006 - December 2008
Jefferson Pilot Financial January 1996 - January 2007
MONY December 1984 - January 1996
Airborne Express November 1973 - December 1974
Education
University of Richmond 1965 — 1969
BA, Psychology, Political Science
Nationwide Financial Network June 2004 - Present
Nationwide Securities Inc. April 2003 - June 2004
Nationwide Financial January 2001 - April 2003
OppenheimerFunds June 1999 - January 2001
OppenheimerFunds July 1997 - June 1999
Skills
Series 7, Budgets, Mutual Funds, Fixed Annuities, Series 63, Marketing, Life Insurance, Sales Operations, Retirement, Investments, Financial Services, Financial Planning, 401k, Series 24, Sales
Education
The American College 2012 — 2013
Master of Science (MS), Management
University of Delaware 2008 — 2009
Certificate in Financial Planning
University of Delaware 1989 — 1994
BA, International Relations
InsPro Technologies 2008 - Present
Philadelphia Flyers 2013 - 2015
Philadelphia Flyers 2013 - 2015
Nationwide Financial December 1994 - August 2008
Provident Mutual Life Insurance Company December 1994 - August 2008
Nationwide Financial Network December 1994 - August 2008
Adia Information Technologies September 1991 - December 1994
Electronic Data Systems May 1988 - September 1990
EDS May 1988 - September 1990
Skills
SQL, Testing, COBOL, JCL, HTML, Programming, Problem Solving, SQL Server, PL/SQL, Analysis, XML, SDLC, Visio, Mainframe, Excel, JavaScript, Java, Microsoft SQL Server, Oracle, Microsoft Excel, Business Analysis
Education
Philadelphia University 1982 — 1987
Bachelor of Science (BS), Computer Management
Nationwide Financial Network September 1985 - Present
Skills
JCL, Oracle SQL, Java, COBOL, HTML, J2EE Application..., PL/SQL, Agile Methodologies, Business Analysis, SDLC, Analysis, DB2, Oracle
Education
Shippensburg University of Pennsylvania 1979 — 1983
CDM Institute October 2010 - Present
Nationwide Financial Network October 2002 - January 2009
Nationwide Insurance 1985 - 2009
Provident Mutual October 1994 - October 2002
Covenant Life Insurance Company December 1985 - October 1994
PRESBYTERIAN MINISTERS FUND 1985 - 1994
Education
Rowan College at Gloucester County 1985 — 1994
AAS, Accounting
AstraZeneca 2013 - Present
URL Pharma, Inc. January 2011 - April 2013
PHH Mortgage 2010 - 2011
PHH Mortgage 2010 - 2010
Nationwide Financial Network 2002 - 2009
Provident Mutual Life Insurance Company 1996 - 2002
Provident Mutual Life Insurance Company 1989 - 1995
Skills
Quality Assurance, SDLC, Business Analysis, Auditing, Project Management, Process Improvement, Aggregate Spend/..., PhRMA/AdvMed, Healthcare Provider..., Software..., Mercury Quality Center, Access, Management, Budgets, Training, Accounting, Team Building, Internal Audit, Software Documentation, Human Resources, Employee Training, Microsoft Excel
Education
University of Scranton
BS, Accounting
Nationwide Financial Network October 2002 - May 2009
Provident Mutual November 1991 - October 2002
Compustaff June 1990 - July 1991
Science Press June 1988 - June 1991
Pennsylvania Blue Shield June 1987 - June 1988
Science Press June 1984 - June 1987
Skills
JCL, COBOL, SQL, VSAM, TSO, CICS, Testing, Mainframe
Education
West Chester University of Pennsylvania 1995 — 2000
BS, Computer Science
Penn State University 1982 — 1984
AS, Computer Science
Lincoln National Life Insurance Company Compliance DirectorLincoln Financial Group2007 - Present
NFP 2003 - 2007
Nationwide Insurance 2003 - 2007
Nationwide Securities, LLC 2003 - 2007
Nationwide Financial Network 2003 - 2007
Skills
Strategic Financial..., Series 7, Series 24, Series 63, Insurance, FINRA, Wealth Management, Securities, Investment Management, Retirement Planning, Asset Management, Financial Services, Investment Advisory, Investments, Options, Series 65, Series 6, Life Insurance, Mutual Funds, Retirement, AML, Fixed Annuities, Variable Annuities, Uniform Combined State..., Alternative Investments
Education
University of Connecticut 1976 — 1981
BS, Finance
Lincoln Financial Group September 2009 - Present
Nationwide Financial Network 1997 - September 2009
Nationwide Financial 2004 - 2009
1717 Capital Management 1997 - 2009
Nationwide 1994 - 2009
Nationwide 1994 - 2009
provident mutual life insurance May 1997 - January 2004
Provident Mutual 1997 - 2004
Eclipse Services 1989 - 1997
Education
Drexel University 1986 — 1988
BS, Information Systems
Nationwide Financial Network May 2006 - Present
Education
Hanover College
Business Administration
Wells Fargo Bank, N.A. August 2014 - Present
New York Life Insurance Company May 2011 - May 2014
Bloomberg Financial October 2009 - May 2011
Wells Fargo May 2006 - September 2009
Nationwide Financial Network October 2003 - April 2006
Neuberger Berman LLC, New York January 1996 - September 2003
Skills
Leadership, Insurance, Business Development, Management, Retirement Planning, Sales, CRM, Financial Services, Relationship Management, Retirement, Equities, Financial Analysis, Investment Management, Investments, Finance
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
Collections Marketing Center, Inc. (CMC) September 2013 - Present
Best Buddies International July 2011 - June 2013
Down Syndrome Association of Delaware July 2010 - June 2011
Capital Financial Group, Inc./ H. Beck, Inc. 2010 - February 2011
Nationwide Financial Network 2005 - November 2009
1717 Capital Management Company 2005 - 2008
Wilmington Trust 2000 - 2004
National Plan Coordinators, Inc. August 1997 - September 2000
Skills
Program Management, Risk Management, Customer Service, Leadership, Visio, FINRA, Financial Services, Internal Controls, Internal Audit, Securities, Mutual Funds, Project Management, Control Testing, Training, Building Relationships
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2005
MBA, Executive MBA Program
University of Delaware 1993 — 1997
BA, Psychology, minor Biology
Nationwide Direct & Member Services January 2014 - Present
Nationwide Financial Network September 2003 - December 2013
Skills
Fixed Annuities, Life Insurance, Mutual Funds, Retirement Planning, Retirement, Series 6, 401k, Variable Annuities, Series 63, Securities, Financial Services, Term Life Insurance, Long-term Care, Insurance, Finance, Investments
Education
Minneapolis Business College 1971 — 1972
Computer Programming, Specific Applications
Advanced Wealth Solutions Group April 2011 - Present
ADVANCED WEALTH SOLUTIONS GROUP, LLC March 2011 - Present
Nationwide Financial Network November 2004 - December 2008
Continental Broker/Dealer July 2000 - January 2004
Skills
Wealth Management, Investments, Retirement, Insurance, Risk Management, Employee Benefits, Hedge Funds, Mutual Funds, Portfolio Management, Series 7, Alternative Investments, Fixed Income, Funding, Asset Management, Trading, Estate Planning, Asset Allocation, Equities, Options, Derivatives, Financial Markets, Asset, Securities, Investment Banking, Bloomberg, Annuities, ETFs, Investment Advisory, Investment Products, Fund Of Funds, Financial Planning, Corporate Actions, Prime Brokerage, Wealth, FX, Fund Accounting, Equity Research, Institutional, Investment Strategies, Fund Administration, Credit, Trading Systems, Bonds, Stocks, Fixed Income Products, Portfolios, Structured Products, Pensions, Credit Derivatives, Trading Strategies
Education
St. John's University, The Peter J. Tobin College of Business 1977 — 1980
MBA, International Finance and quantative analysis
New York Institute of Technology-Old Westbury 1975 — 1977
BS
Fashion Institute of Technology 1972 — 1975
AAS, Managemen Engineering Technology
Nationwide Financial October 2013 - Present
Nationwide Financial Network 2006 - September 2013
Nationwide Financial Network February 2003 - August 2006
Nationwide Financial November 2000 - February 2003
Skills
Series 6, Sales, Insurance, Series 63, Sales Operations, Fixed Annuities, Mutual Funds, Series 7, Retirement Planning, Life Insurance, 401k, Property & Casualty...
Education
Franklin University 2010 — 2013
Sustainable Development Institute - SDI, Liberia June 2015 - Present
Nationwide Financial Network April 2009 - March 2014
Skills
JCL, COBOL, DB2, Lotus Notes, Visio, Oracle, SQL, Microsoft SQL Server, TSO, Mainframe, Testing, CICS, VSAM, Analysis, Requirements Gathering, Data Modeling
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Cuttington University 2002 — 2006
Bachelor of Science (BSc), Economics
Nationwide Financial Network January 2012 - Present
Harleysville Insurance March 2011 - January 2012
Harleysville Insurance June 2005 - March 2011
Skills
Insurance, Microsoft Office, Customer Service, Leadership, Risk Management, Microsoft Excel, Process Improvement, Term Life Insurance, Life Insurance
Education
Clearwater Christian College 2005 — 2008
Bachelor of Science (B.S.), Accounting
Farmers Insurance May 1992 - Present
Nationwide Financial Network September 2003 - January 2008
American National Insurance May 1981 - May 1992
Skills
Fixed Annuities, Life Insurance, Licensed Life & Health..., Licensed Property &..., Insurance, Disability Insurance, Commercial Insurance, Financial Services
Education
Hocking Technical School 2003 — 2005
Culinary Arts/Chef Training, 3.98
The American College 1995 — 2000
LUTCF
Kent State University 1969 — 1973
Bachelor of Arts, Law Enforcement Administartion