Northwestern Mutual
Industry: Financial services company
DescriptionThe Northwestern Mutual is an American financial services mutual organization based in Milwaukee. The financial security company provides consultation on wealth and asset income protection, education ... Headquarters: Milwaukee, Wisconsin, United States Number of employees: 7,500 (2017) Founded: 1857 Subsidiaries: LearnVest, Executives: John E. Schlifske (CEO, President, Chairperson),
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22,620 Northwestern Mutual employees in database. Find out everything there's to know about Northwestern Mutual employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Northwestern Mutual Employees
LifeSmiles Dental October 2014 - Present
Blackwood Group April 2013 - Present
Anchor Ventures 2012 - Present
AIM Consulting Group July 2011 - March 2012
Northwestern Mutual May 2010 - June 2011
Education
St. John's University 2008 — 2012
Bachelor
University of Notre Dame Australia 2011 — 2011
T & G Financial Solutions June 2014 - Present
Northwestern Mutual November 2013 - May 2014
Legacy Financial Group January 2013 - March 2013
Amigo Mobility International, Inc. May 2012 - December 2012
Skills
Profiles, eMoney Advisor, Microsoft Office, Troubleshooting, Team Leadership, Sales, Microsoft Excel, Microsoft Word, Invoicing, Investments, Customer Service, Teamwork, Social Networking, Financial Planning, Data Entry, Research, Leadership, Financial Analysis, PowerPoint
Education
Davenport University 2013 — 2014
Bachelor's degree in Business, Finance with a focus on Financial Planning
Saginaw Valley State University 2009 — 2013
Lakewood High School 2006 — 2009
High School
Kids on the Moon April 2009 - Present
Robert Half Technology March 2014 - August 2015
Weston High School November 2013 - March 2014
Northwestern Mutual June 2012 - February 2014
Skills
Customer Service, Sales Management, Strategic Financial..., Building Customer..., Event Management, Hard Worker, Customer Satisfaction, Inventory Management, Product Management, Management Consulting, Marketing Management, Financial Services, Marketing, Coaching, CRM, Life & Health Insurance..., Training, Leadership, Time Management, Strength Training, Project Management, SDLC, Microsoft Excel, Management
Education
Sacred Heart University 2008 — 2012
Bacholer of Science; Business Administration Concentration Management, Business
Title Source May 2015 - Present
Northwestern Mutual February 2014 - January 2015
Discount Tire April 2012 - September 2012
Nike October 2011 - March 2012
Skills
Finance, Customer Service, Leadership, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Teamwork, Training, C++, VB.NET, Microsoft SQL Server, C#, Financial Planning, GIS, Team Leadership, Visual Studio, Unix, Business Analysis
Education
Saginaw Valley State University 2012 — 2016
Bachelor's Degree, Computer and Information Systems Sciences, 3.62
Brandon High School 2008 — 2012
High School
Rogers High School June 2014 - Present
LoCorr Funds March 2015 - Present
Northwestern Mutual May 2012 - February 2015
Minnesota Icemen Hockey Club January 2010 - August 2010
Skills
Time Management, Coaching, Management, Finance, Recruiting, Adaptability, Sales, Customer Service, Youth Development, Social Networking, Teamwork, Leadership
Education
St. John's University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Maple Grove Senior High 2007 — 2009
The Adirondack Trust Company June 2014 - Present
Glens Falls National Bank & Trust. & Saratoga National Bank & Trust October 2007 - May 2014
Northwestern Mutual December 2006 - July 2007
Empire Corporate FCU October 2005 - October 2006
Hunterview LLC January 2005 - July 2005
AYCO Asset Management July 1998 - January 2005
Fleet National Bank July 1994 - July 1998
Norstar Bank July 1988 - July 1994
Skills
Portfolio Management, Investments, Strategic Planning, Insurance, Asset Management, Credit, Asset Managment, Banking, Credit Analysis, Finance, Financial Analysis, Financial Planning, Leadership, Loans, Mortgage Lending, Mutual Funds, Real Estate, Retirement, Retirement Planning, Series 7, Strategic Financial..., Wealth Management
Education
The College of Saint Rose 2000 — 2002
MBA, Finance
Saint Bonaventure University 1984 — 1988
BA, History
Watermark Community Church May 2014 - Present
Karl Storz Endoscopy January 2013 - May 2014
Karl Storz Endoscopy July 2011 - January 2013
Northwestern Mutual December 2010 - June 2011
Kanakuk Kamps May 2009 - August 2010
Skills
Customer Service, Microsoft Excel, Financial Analysis, Microsoft Office, Public Speaking, PowerPoint, Sales, Microsoft Word, Leadership, Event Planning
Education
Kanakuk Institute 2009 — 2010
Certificate of Biblical Studies, The Bible
St. John's University 2005 — 2009
Bachelor of Arts (B.A.)`, Accounting and Finance; Economics minor
Azeer Swim LLC July 2014 - Present
Syracuse University Athletic Communications Department August 2012 - May 2014
Northwestern Mutual May 2012 - May 2013
Skills
Entrepreneurship, Leadership, Strategic Financial..., Retirement Planning, Fixed Annuities, Retirement, Insurance, Public Speaking, Team Leadership, Coaching, Strategic Planning, Team Building, Start-ups, Media Relations, Social Networking, PowerPoint, Microsoft Word, Social Media, Facebook, Microsoft Excel, Microsoft Office, Customer Service
Education
Syracuse University 2011 — 2014
Bachelor of Science (B.S.), Finance and Entrepreneurship
Saint Anselm College 2010 — 2011
Canterbury School 2006 — 2010
Saginaw Valley State University August 2011 - Present
Plante Moran January 2015 - April 2015
Rehmann May 2014 - August 2014
Northwestern Mutual May 2013 - August 2013
Scott's Lawn Care and Landscaping May 2008 - August 2012
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Teamwork, Bookkeeping, Financial Reporting, Risk Management, Project Planning
Education
Saginaw Valley State University 2011 — 2016
Novi High School 2007 — 2011
Tech USA November 2014 - Present
Northwestern Mutual January 2014 - September 2014
Saint Joseph's University January 2013 - May 2013
Skills
Technical Recruiting, Sourcing, Staffing Services, Sports Marketing, Networking, Communication, Phone Screening, Teamwork, Microsoft Excel, Social Media Marketing, Management, Customer Service, Life Insurance, Human Resources, Leadership, Public Speaking, Interviews, Sports Coaching, Sales Process, Sales, Screening Resumes, Recruiting
Education
Saint Joseph's University 2010 — 2014
Bachelor of Science (BS), Sports Marketing
Ocean City High School 2006 — 2010
Staging Concepts September 2011 - Present
Northwestern Mutual January 2011 - September 2011
College of Saint Benedict and Saint John’s University August 2007 - May 2011
Rorke Data June 2010 - August 2010
Skills
Salesforce.com, Customer Service, B2B, Microsoft Office, Outlook, Entrepreneurship, Sales Prospecting, Prospect Qualification, Sales Process, AutoCAD, Networking, Social Media, Resourceful in the..., Estimating
Education
Saint John's University 2007 — 2011
Bachelor of Arts (B.A.), Business Administration and Management
DBH Concepts June 2014 - Present
Northwestern Mutual August 2013 - February 2014
Starwood Hotels & Resorts Worldwide, Inc. May 2012 - October 2013
Skills
Lifeguarding, First Aid, Cpr Certified, Fishing, Strategic Financial..., PowerPoint, Customer Service, Microsoft Office, Event Planning, Microsoft Excel, Leadership, Supervisory Skills, Process Scheduler, Microsoft Word, Budgets, Social Media, Social Networking
Education
University of Southern California 2011 — 2013
Bachelor's degree, Social Sciences and Economics
Saddleback College 2008 — 2011
Aliso Niguel High School 2004 — 2008
High School Diploma
M&E Catalyst Group July 2013 - Present
Northwestern Mutual June 1986 - June 2013
Skills
Retirement Planning, Disability Insurance, Life Insurance, Series 63, Estate Planning, Strategic Financial..., Retirement, Long-term Care, Fixed Annuities, Portfolio Management, Asset Management, Financial Planning, Long Term Care, Long Term Care Insurance, Insurance, Wealth Management, Asset Allocation, Financial Advisory, Investment Advisory, Investments, Health Insurance, Employee Benefits, Financial Services, Alternative Investments
Education
St. John's University 1982 — 1986
Bachelor's, Business
Totino Grace High School 1978 — 1982
Allianz Life August 2015 - Present
Northwestern Mutual 2013 - July 2015
Premier Adventure Club February 2012 - May 2013
Independent Consultant January 2012 - May 2013
Securian Financial Group March 2008 - December 2011
Securian Financial Group May 2006 - March 2008
Aerotek Commercial Staffing May 2004 - September 2005
Education
St. John's University 2002 — 2006
Bachelor of Arts, Philosophy Major, Management Minor
St. John's University - Education Abroad - Greece, Italy 2004 — 2004
International Business, History, Philosophy, Language
Nashwauk Keewatin High School
University of Pennsylvania - The Wharton School
CEBS, Certified Employee Benefit Specialist (CEBS)
Northwestern Mutual June 2013 - Present
Sacred Heart University August 2009 - May 2013
Skills
PowerPoint, Research, Higher Education, Public Speaking, Microsoft Word, Microsoft Excel, Social Media, Facebook, Teaching, Event Planning, Editing, Social Networking, Cpr Certified
Education
Sacred Heart University 2009 — 2013
Bachelor's degree, Finance/Psychology
Zignego Agency Inc January 2013 - Present
Auto-Owners Insurance May 2011 - January 2013
Interactive Retirement Systems December 2010 - May 2011
Robert Half International Consultant @ Wells Fargo Investments January 2010 - December 2010
Northwestern Mutual May 2008 - May 2009
Skills
Claims, Customer Service, Insurance, Workers Compensation, Property & Casualty..., Commercial Insurance, Liability, Analysis, General Insurance, Financial Analysis, Outlook, Sales, Umbrella Insurance, Casualty
Education
Saint John's University 2005 — 2009
BA, Management, Sociology
Stillwater Area High School 2002 — 2005
Minnesota Based Broker Dealer November 2012 - Present
Ameriprise Financial Services, Inc. July 2011 - November 2012
Northwestern Mutual May 2010 - July 2011
Education
St. John's University 2007 — 2011
Bachelor of Arts (BA), Economics
MassMutual Financial Group September 2014 - Present
Northwestern Mutual June 2002 - September 2014
Skills
Disability Insurance, Finance, Coaching, Microsoft Excel, Insurance, Leadership
Education
Saint Anselm College 1998 — 2002
B.S., Psychology
Hillsboro-Deering
Oracle 2014 - Present
WB Mason October 2013 - October 2014
WB Mason June 2011 - September 2013
Enterprise Rent-A-Car May 2010 - September 2010
Northwestern Mutual December 2008 - December 2009
Skills
Account Management, Cold Calling, Sales, Salesforce.com, Sales Process, Sales Management, Direct Sales, Customer Service, New Business Development, Sales Operations, B2B, Marketing, Time Management, Management, Sales Presentations, Training
Education
Saint Anselm College 2007 — 2011
Business Management, Business Management, International Business, Communications
ARAMARK Refreshment Services December 2014 - Present
Her Game 2012 - Present
Wolters Kluwer Health February 2013 - December 2014
Viper Field Hockey August 2008 - January 2014
Wolters Kluwer Health January 2013 - February 2013
Northwestern Mutual 2011 - 2012
Skills
Social Media, Social Networking, Advertising, Research, Salesforce.com, Team Leadership, Photoshop, Lead Generation, Trade Shows, Communication Skills, FileMaker, Drupal, Wildlife, Google Adwords, Google Analytics, Adobe Acrobat, Filezilla, Hootsuite, Content Marketing, Website Optimization, Trade Show Management, Search Engine Marketing, Paid Advertising, Direct Sales, Sales Management, Sales Operations
Education
Saint Joseph's University 2008 — 2012
Bachelor's Degree, Marketing
Oxford Area High School 2004 — 2008
High School
Northwestern Mutual April 2014 - Present
Northwestern Mutual May 2013 - Present
Northwestern Mutual - Eastern Pennsylvania December 2010 - Present
Northwestern Mutual May 2009 - October 2010
Skills
Hold Series 7, Hold Series 66, Marketing, Business Coaching, Team Building, Sales, CRM, Time Management, Training, Coaching
Education
Saint Joseph's University 2005 — 2009
Bachelor's degree, Finance and Food Marketing
Salesianum School 2001 — 2005
Northwestern Mutual February 2015 - Present
Northwestern Mutual June 2013 - Present
Northwestern Mutual April 2013 - Present
St. Bonaventure University August 2006 - May 2010
Energy Solutions USA Inc June 2009 - August 2009
Rochester Raiders Arena Football March 2005 - May 2006
Skills
Social Networking, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Teamwork, Marketing Communications, Social Media Marketing, Sales Operations, Phone Etiquette, Client Retention..., Client Relations Skills, Ordering Office Supplies, Computers, Life Insurance, Term Life Insurance, Permanent Life Insurance, Life & Health Insurance..., Disability Insurance, Form Filling, Phone System..., Client Confidentiality, Customer Service
Education
Saint Bonaventure University 2006 — 2010
Bachelors degree, Business Administration Major Marketing
AXA Advisors November 2013 - Present
Northwestern Mutual May 2013 - November 2013
WMGK Greater Media Philadelphia January 2013 - May 2013
Cardiology Consultants of Philadelphia June 2012 - September 2012
Skills
Life Insurance..., Investment Strategies, Retirement Planning, Wealth Accumulation, Leadership, Financial Services, Sales, Finance, Series 7, Marketing, Health Insurance, Public Speaking, Social Media, Social Networking, Research, Building Relationships, Marketing Strategy, Statistics, Business Intelligence, People-oriented, Highly Dedicated, Regression Analysis, Disability Insurance..., Fixed Annuity Strategies, Accident and Health...
Education
Saint Joseph's University 2010 — 2013
Bachelor of Science (B.S.), Marketing with a minor in Business Intelligence
Moorestown High School
CHEP December 2014 - Present
MHSAA May 2009 - Present
Northwestern Mutual July 2012 - November 2014
Chili's January 2011 - May 2012
Education
Saginaw Valley State University - College of Business and Management 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Saginaw Valley State University
Northwestern Mutual April 2015 - Present
Webster Bank March 2013 - April 2015
Bank of America January 2007 - November 2011
Fleet Bank Boston 2003 - 2007
Skills
Consumer Lending, Small Business Lending, Branch Management, Retail Banking, Loans, Commercial Banking, Deposit Growth, Lines Of Credit, Banking, Credit, Commercial Lending, Mortgage Lending, Deposits, Cross Selling, Credit Analysis, Administrative..., Customer Acquisition, Office Management, Microsoft Office, Document Management, Building Customer..., Sales Management, Customer Communication, Security Operations, Office Procedures, Account Management, Product Marketing, Security Management, Teacher Training, Marketing, computer software, Training, Security Policy, Sales, Leadership
Education
Sacred Heart University 2008 — 2011
Bachelor's degree, Business Administration and Management, General
NMLS, Certified Mortgage Lending #1110092
State of Connecticut
Notary Public
Webster Bank University, Growth Program
In house training, Excel level 1, Excel level 2, completed
TRITEC Real Estate Company, Inc. January 2014 - Present
Northwestern Mutual June 2012 - September 2013
Skills
Organization, Microsoft Excel, Team Leadership, Personal Training, Online Research, PowerPoint, Proposal Writing
Education
Sacred Heart University 2009 — 2014
Finance, Business Administration and a minor in Economics, Business Administration and Management, General
Northwestern Mutual Loan officerradius financial group inc.2001 - 2003
Investors Bank & Trust 2000 - 2003
Skills
Mutual Funds, Series 6, Series 63
Education
Sacred Heart University 1993 — 2000
Sacred Heart University 1993 — 2000
Sacred Heart University 1993 — 2000
Sacred Heart University 1993 — 2000
Sacred Heart University 1993 — 2000
Sacred Heart University 1993 — 2000
Sacred Heart University 1993 — 2000
Sacred Heart University 1993 — 1999
Sacred Heart University 1993 — 1998
Northwestern Mutual 2008 - Present
Education
St. John's University
BA, Business Administration, Management, Accounting
Certified Financial Planner Board of Standards, Inc. 2014 — 2015
Certified Financial Planner (CFP®)
The American College 2011 — 2015
Chartered Life Underwriter (CLU®)
Sacred Heart University July 2015 - Present
Northwestern Mutual June 2015 - Present
Weekapaug Fire District June 2011 - Present
Pequot Golf Club May 2014 - June 2015
Shelter Harbor Golf Club April 2011 - September 2012
Cove Fish Market May 2011 - September 2011
Skills
Time Management, Volunteering, Social Networking, Leadership, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Microsoft Excel, Event Planning, Public Speaking, Community Service, Athletics, Team Leadership, Public Relations
Education
Sacred Heart University 2013 — 2017
Bachelor's degree, Finance, General, Sophomore
Stonington High School 2009 — 2013
dough, Inc. December 2011 - Present
Student Investment Fund August 2010 - December 2010
Northwestern Mutual December 2007 - May 2009
Skills
Technical Analysis, Highly Analytical, Motivated/Dedicated, Teamwork/Leadership, Organizational Skills, Communication Skills, Options, Microsoft Office, Analytical Skills, Finance, Leadership, Advertising, Financial Analysis, Management, Risk Management, Asset Allocation, Investments, Financial Risk, Portfolio Management, Derivatives, Financial Modeling, Analytics, Capital Markets, Securities, Alternative Investments, Trading, Accounting
Education
St. Bonaventure University 2009 — 2010
MBA, Accounting and Finance
West Virginia University 2005 — 2009
Bachelor of Science in Business Administration, Finance
Floor Covering Brokers October 2014 - Present
Independent sales April 2014 - October 2014
Northwestern Mutual October 2013 - March 2014
Alpine Carpet January 2000 - September 2013
Skills
Marketing Strategy, Marketing, Strategic Planning, Event Management, Microsoft Office, FMCG, Social Media, New Business Development, Business Development
Education
Saginaw Valley State University 1996 — 2000
Business Management, Business Administration and Management, General
Gaylord High School 1992 — 1996
NASA Federal Credit Union December 2010 - Present
The Society Lounge February 2011 - Present
Jason Landri September 2004 - Present
Ocean Properties November 2009 - July 2011
Northwestern Mutual April 2009 - November 2009
Bankers Life and Casualty January 2009 - March 2009
ChalktalkSPORTS September 2008 - December 2008
Deloitte FAS September 2007 - September 2008
Skills
VB.NET, JavaScript, Java, Microsoft SQL Server, C#, Symitar, ASP.NET, Oracle SQL, Microsoft Excel, SSIS, Visual Studio, Photoshop, WordPress, Web Development, T-SQL, Web Design, SQL, Programming, HTML, Web Applications, Access, PowerPoint, Microsoft Office, Visual Basic, PHP, Team Leadership, Integration, Database Design, VBA, Databases, ASP, C++, Python, CMS, SharePoint, Software Development, Windows, Linux, SEO, Mobile Applications, Project Management, Database Administration, Software Project..., XML
Education
Saint Anselm College 2003 — 2007
BA, Computer Science
New Canaan High School 1998 — 2003
GED
Canon Solutions America June 2013 - Present
Northwestern Mutual January 2013 - May 2013
Team Impact August 2012 - January 2013
Quincy Recreation Department January 2012 - January 2013
Saint Anselm College September 2011 - January 2013
The Barking Crab Boston May 2010 - January 2013
Quincy Recreation Department June 2007 - January 2013
Saint Anselm College September 2010 - May 2012
Head Start September 2011 - January 2012
Skills
Peer Mentoring, Organization, Communication Skills, Time Management, Presentations, Facebook, Social Media Marketing, Public Relations
Education
Saint Anselm College 2009 — 2013
Bachelor's degree, Criminal Justice
Saint Anselm College 2009 — 2013
Minor, Communication and Media Studies
Thayer Academy 2005 — 2009
Northwestern Mutual March 2015 - Present
Advisors Resource LLC October 2012 - March 2015
Advisors Resource LLC December 2011 - October 2012
Hot Stix Golf November 2010 - October 2011
Hazeltine National Golf Club 2009 - 2009
Skills
Retirement Planning, Retirement, Financial Services, Strategic Planning, Series 6, Strategic Financial..., Life Insurance, Investments
Education
St. John's University 2005 — 2009
Bachelor of Arts, Business Management, Finance
Litchfield High School 2001 — 2005
Northwestern Mutual June 2011 - February 2012
TheOpenMat October 2009 - June 2011
Skills
Access, Sales, Retirement Planning, New Business Development, Microsoft Excel, Life Insurance, Microsoft Word, Outlook, Long Term Care Insurance, Strategic Planning, Wealth Accumulation, PowerPoint, Insurance, Social Media, Microsoft Office, Account Management
Education
St. John's University 2007 — 2012
Bachelor of Business Administration (BBA), Management
Northwestern Mutual April 2005 - Present
Northwestern Mutual June 2008 - December 2011
Skills
Retirement Planning, Strategic Financial..., Investments, Estate Planning, Insurance, Finance, Life Insurance, Financial Services, Business Planning, Financial Planners, Wealth Accumulation, Project Planning
Education
Certified Financial Planner Board of Standards 2010 — 2011
Certified Financial Planner ® (CFP®)
Saint John's University 2003 — 2007
Bachelors, Economics
The American College
Chartered Financial Consultant (ChFC®)
The American College
Chartered Life Underwriter® (CLU®)
Gateway Financial Solutions July 2012 - Present
Northwestern Mutual January 2011 - June 2012
Genesys Athletic Club May 2005 - July 2011
Trade Secret May 2007 - August 2010
Skills
Recruiting, New Business Development, Teamwork, Sales, Selling, Microsoft Excel, Talent Acquisition, Microsoft Office, Technical Recruiting, Marketing, Employee Relations, Interviews, Customer Satisfaction, Sourcing, Sales Management
Education
Saginaw Valley State University 2005 — 2010
Bachelor of Health Sciences, Human Services & Gerontology
Continental Resources May 2015 - Present
JPMorgan Chase & Co. December 2014 - April 2015
BNY Mellon May 2014 - December 2014
Northwestern Mutual December 2012 - May 2014
Saint Joseph's University August 2010 - May 2014
NAVAIR Lakehurst May 2012 - August 2012
Lambert Restaurant July 2010 - August 2011
Casel's Supermarket June 2006 - August 2009
Skills
Analysis, Leadership, Microsoft Office, Financial Analysis, Microsoft Excel, Life Insurance, Term Life Insurance, Health Insurance, Disability Insurance, Risk Management, Finance, Long-term Care, Fixed Annuities, Insurance, Team Leadership, Customer Service, Public Speaking, Strategic Financial..., Educational Leadership, Team Building
Education
Saint Joseph's University 2010 — 2014
Saint Joseph University 2010 — 2014
Finance
Robbinsville High School 2006 — 2010
High School Diploma
National Energy Technology Laboratory July 2014 - Present
West Virginia University January 2013 - May 2014
Northwestern Mutual April 2013 - June 2013
Skills
Python, ImageJ, R (programming language), Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Social Media, Social Networking, Research, Teamwork, Time Management
Education
Saint Joseph's University 2015 — 2017
Master's Degree, Business Intelligence and Analytics
West Virginia University 2010 — 2014
Bachelor of Science (BS), Industrial Mathematics and Statistics
Wells Fargo Advisors, LLC December 2013 - Present
Allianz Life July 2013 - December 2013
Wells Fargo Advisors, LLC February 2011 - January 2013
Wells Fargo Advisors, LLC January 2009 - February 2011
Wells Fargo Advisors, LLC August 2007 - January 2009
Wells Fargo Advisors, LLC March 2006 - August 2007
Northwestern Mutual 2005 - 2005
Skills
Series 7, Series 9/10, Series 24, Microsoft Office, Microsoft Excel, Microsoft Word, ThomsonOne, Beta Host, Brokerage, Wealth Management, Trading, Team Leadership, Problem Solving, Process Improvement, Risk Management, Compliance, Series 63, FINRA, Mutual Funds, Securities, Banking, Investments
Education
St. John's University 2001 — 2005
Bachelor of Arts (B.A.), Economics
ePromos Promotional Products November 2012 - Present
Northwestern Mutual June 2012 - January 2013
Viry Chatillon Hockey Club August 2010 - April 2011
Skills
Sales, Microsoft Excel, Marketing Strategy
Education
Saint John's University 2006 — 2010
Bachelor, Management-Leadership
Hermantown High School
Zinga! Frozen Yogurt January 2014 - Present
Zinga! Frozen Yogurt September 2011 - December 2013
Northwestern Mutual October 2008 - April 2011
The Kraft Group September 2007 - January 2009
Seacoast Tent Rentals Inc. May 2005 - October 2008
Portland Pirates September 2005 - May 2007
Skills
Marketing, Life Insurance, Franchising, Customer Service, Finance, Sales, Frozen Food, Account Management, Salesforce.com, Social Media Marketing, Social Media, Event Planning, Strategic Planning, New Business Development, Financial Analysis, Microsoft Excel, Marketing Strategy, Leadership, Sales Management, Market Research
Education
University of Southern Maine - Muskie School of Business 2003 — 2007
BA
Saint Joseph's College 2002 — 2003
Governor Dummer Academy 1998 — 2004
High School
Brookwood School 1994 — 1998
VMTurbo July 2014 - Present
VMTurbo November 2013 - July 2014
Saint Anselm College Office of College Advancement September 2012 - December 2012
Northwestern Mutual September 2011 - September 2012
Myopia Hunt Club April 2011 - August 2011
Skills
Stewardship, Annual Giving, Research, Fundraising, Business Development, PowerPoint, Finance, Networking, Sales, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Customer Service, Leadership, Management, Social Media, Sports, Sports Enthusiast, Morale, Golf Fitness
Education
Saint Anselm College 2009 — 2013
Business, Minor in Russian Studies
St. John's Prep 2005 — 2009
DAYTA Marketing February 2014 - Present
Cathedral High School, St. Cloud, MN August 2009 - Present
Cathedral High School, St. Cloud, MN February 2011 - Present
DAYTA Marketing July 2013 - February 2014
Valley Green Companies February 2013 - June 2013
Townsquare Media May 2012 - February 2013
Northwestern Mutual May 2011 - April 2012
St. Cloud Cathedral High School January 2011 - May 2011
Skills
Social Media, Facebook, Digital Marketing, Social Media Marketing, Public Speaking, Coaching, Lead Generation, Leadership, Customer Service, Marketing, Management, Sales, Advertising, Snapchat, Direct Sales, Event Planning, LinkedIn, LinkedIn Training, LinkedIn Trainer, LinkedIn Speaker, Twitter, B2B, B2B Marketing, B2B Marketing Strategy, LinkedIn for Business, B2B Training, LinkedIn Sales, LinkedIn for Nonprofits, Sales Generation, LinkedIn Marketing, Sales Leads, Linkedin Marketing
Education
St. John's University 2007 — 2011
BA, Management
Cathedral High School 2003 — 2007
KPMG US January 2015 - March 2015
Northwestern Mutual June 2014 - September 2014
Skills
Accounting, Finance, Tax Returns, Microsoft Office, Microsoft Excel, Social Media, Financial Analysis, Teamwork
Education
Seton Hall University 2014 — 2016
Master of Business Administration (MBA), Finance
Saint Joseph's University 2010 — 2014
Bachelor's degree, Accounting and Finance
Bloomberg LP June 2014 - Present
Hollywood Tans Group, LLC August 2011 - May 2014
Saint Joseph's University August 2010 - May 2014
Northwestern Mutual May 2013 - December 2013
Comcast Sportsnet Philadelphia January 2013 - May 2013
Mission Solutions Engineering, LLC June 2012 - August 2012
CSC June 2011 - August 2011
Organic Diversion LLC June 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Powerpoint
Education
St. Joseph's University 2010 — 2014
Fishbowl Solutions March 2015 - Present
SPS Commerce September 2012 - February 2015
Insight Global June 2012 - September 2012
Northwestern Mutual April 2011 - June 2012
Skills
Sales, Leadership, Sales Process, Networking, Direct Sales, Cold Calling, Customer Service, Sales Management, Salesforce.com, CRM, Solution Selling, Marketing, Account Management, Retail, SaaS, Recruiting, Golf, Interviews
Education
St. John's University 2008 — 2012
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Coldwell Banker Residential Brokerage June 2013 - Present
Insuritas June 2012 - Present
Northwestern Mutual November 2011 - May 2012
Rapid City Rush Professional October 2009 - May 2011
JonAar Construction May 2004 - August 2009
Skills
Microsoft Office, Financial Analysis, Excel, PowerPoint, Retirement Planning, Insurance, Financial Planning, Long Term Care, Disability Insurance, Annuities, Retirement, Real Estate, Microsoft Excel, Fixed Annuities, Finance, Life Insurance
Education
Sacred Heart University 2005 — 2009
BS, Business Administration
Fulcrum Securities January 2015 - Present
JP Morgan Chase June 2010 - May 2013
Beaufort Capital 2013 - 2013
Northwestern Mutual May 2009 - March 2011
2008 Summer RESUMÉS May 2008 - September 2008
Skills
Microsoft Excel, Access, Microsoft Office, Series 6, Series 63, Finance, Investments, Financial Modeling, Financial Services, Insurance, PowerPoint, Microsoft Word, Equity Research, Retirement Planning, Equities, Capital Markets, Banking, Training, Corporate Finance, Bloomberg
Education
Pace University - Lubin School of Business 2014 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Sacred Heart University 2005 — 2010
Bachelors, Business/Finance
EHS 2001 — 2005
Diploma, High School
Barnum Financial Group, an office of Met Life September 2013 - Present
Northwestern Mutual September 2012 - August 2013
Education
Sacred Heart University 2007 — 2012
Bachelor of Science (B.S.), Finance
Sacred Heart University 2007 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Starcom MediaVest Group September 2014 - Present
Starcom MediaVest Group June 2014 - August 2014
Johnnie Java January 2013 - May 2014
St. Cloud Hospital May 2013 - April 2014
DAYTA Marketing August 2013 - January 2014
American Marketing Association August 2012 - August 2013
Northwestern Mutual January 2013 - February 2013
Johnnie Java August 2012 - January 2013
Johnnie Java August 2012 - November 2012
Minnesota Valley Country Club May 2012 - August 2012
Skills
Customer Service, Social Media, Facebook, PowerPoint, Social Media Marketing, Microsoft Office, Event Planning, Microsoft Excel, Microsoft Word, Time Management, Sales, Market Analysis, Marketing Management, Marketing Strategy, Marketing Communications, Market Research, Business Analysis, Project Management, Advertising, Public Relations, Marketing, Adaptability, Digital Media, New Media Consulting, Database Design, Analytics
Education
St. John's University 2010 — 2014
Bachelor of Arts (B.A.), Business Management, Marketing, and Psychology
BDO USA, LLP August 2015 - Present
BDO USA, LLP August 2014 - Present
BDO USA, LLP October 2013 - August 2014
Godfrey Hammel, Danneels & Company, P.C. February 2013 - October 2013
Plante Moran PLLC August 2011 - November 2012
The Hantz Group February 2010 - April 2011
Saginaw Valley State University January 2009 - February 2010
Northwestern Mutual 2008 - 2008
Beattie Spring & Welding June 2002 - August 2006
Skills
CPA, Auditing, Accounting, Microsoft Excel, Leadership, Microsoft Office, PowerPoint, Outlook, Financial Analysis, Public Speaking, US GAAP, Assurance, Sarbanes-Oxley Act
Education
Saginaw Valley State University 2007 — 2011
BPA, Accounting, Finance
Ameriprise Financial Services, Inc. July 2011 - Present
Northwestern Mutual May 2010 - May 2011
Take it to eleven, Inc. 2008 - 2008
Education
Saint John's University 2007 — 2011
B.A., Economics
Minnesota Department of Commerce November 2013 - Present
Array Solar October 2011 - Present
Paramount Granite Company 2009 - 2010
Northwestern Mutual July 2007 - December 2008
ProBuild 2000 - 2007
Skills
Photovoltaics, Solar Thermal, Solar Site Assessment, Solar Energy, Energy Conservation, Environmental Awareness, Sustainable Energy, Lighting, Energy, Electricians, Construction, Sustainability, Sales, Selling, Alternative Energy, Proposal Writing, Project Management, Manufacturing, Energy Policy, Renewable Energy, Strategic Planning, Energy Efficiency, Business Strategy, New Business Development, Budgets, Entrepreneurship, Residential Homes, Sustainability..., Customer Service, Solar PV, Energy Management, Construction Management, Green Building, Supervisory Skills, Environmental Policy, Business Planning, Project Planning, Energy Audits, Cleantech, Market Analysis, Engineering, Recycling, Sustainable Development, Leadership, Business Development, Smart Grid
Education
St. John's University 1989 — 1991
BS, Finance
SCTCC 2010 — 2012
AAS, Energy Technical Specialist
Saint Paul College-A Community and Technical College
Solar PV Technical Sales
St. Cloud Offials Association April 2012 - Present
CH Robinson December 2014 - August 2015
Saint John's Prep November 2012 - April 2015
St. Cloud Area School District 742 April 2012 - April 2015
College of Saint Benedict and Saint John’s University August 2011 - May 2014
College of Saint Benedict and Saint John’s University May 2011 - April 2014
Stearns Bank May 2013 - September 2013
Northwestern Mutual May 2013 - August 2013
Skills
Leadership, Sports Management, Strategic Planning, Customer Service, Coaching, Business Analysis, New Business Development, Financial Analysis, Finance, Financial Risk, Strategic Financial..., Strategic Finance, Teamwork, Financial Planning, Time Management, Sales, Public Speaking, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel
Education
St. John's University 2012 — 2016
Bachelor of Science (BS), Global Business Leadership
St. John's University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Global Business Leadership
State Street September 2014 - Present
Summer Street Advisors, LLC December 2013 - May 2014
Northwestern Mutual May 2013 - August 2013
Muzzioli and Associates May 2012 - August 2012
Below the Rim May 2011 - August 2011
Boston Warriors January 2008 - April 2011
Skills
Microsoft Excel, Financial Modeling, Research, Finance, Investments, PowerPoint, Teamwork, Leadership, Bloomberg, Valuation, Financial Forecasting, Portfolio Management
Education
Sacred Heart University 2010 — 2014
Bachelor's Degree, Finance and Economics
Belmont High School 2006 — 2010
Diploma
Enterprise Rent-A-Car May 2014 - Present
The Buckle October 2013 - September 2014
Under Armour October 2012 - May 2014
Saginaw Valley State University September 2011 - May 2014
Northwestern Mutual April 2013 - August 2013
McDonald's Corporation August 2009 - August 2012
Skills
Accurate Data Entry, Secretarial Skills, Teamwork, Goal Setting, Leadership, Close Attention to..., Flexibility, Learning Quickly, Mentoring, Goal Oriented, Analytical Skills, Financial Services, Strategic Financial..., Innovation, Management, Life Coaching, Customer Service, Public Speaking, Time Management, Leadership Development, Sales, Event Planning, Microsoft Office, Team Building, Research, Microsoft Word
Education
Saginaw Valley State University - College of Business and Management 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Beecher High School 2007 — 2011
High School Diploma
MassMutual Financial Group August 2015 - Present
Northwestern Mutual June 2014 - July 2015
UnitedHealthcare April 2008 - June 2014
Gold's Gym August 2003 - April 2008
Northwestern Mutual May 1999 - August 2001
Skills
Employee Benefits, Insurance, Customer Service, Health Insurance, Disability Insurance, Account Management, Sales Management, Management, Health Savings Accounts, Sales Process, CRM, Managed Care, Healthcare, Brokers, Life Insurance, Sales, Fixed Annuities, Negotiation, Medicare, Long-term Care, Training, Direct Sales, Sales Presentations, Relationship Building, Building Relationships, Salesforce.com, Consultative Sales..., Energetic Self-Starter, Healthcare Consulting, Retirement Planning, Leadership
Education
Saint John's University 1998 — 2003
BA, Political Science
University of St. Thomas 2001 — 2002
BA, Political Science
Mason City High School 1993 — 1997
Diploma, Regular/General High School/Secondary Diploma Program
Capstone Partners Financial and Insurance Services October 2014 - Present
Northwestern Mutual February 2012 - September 2014
New York Life Insurance Company May 2008 - February 2012
Laguna Niguel Chamber of Commerce 2009 - 2010
Skills
Strategic Planning, Business Planning, Disability Insurance, Strategy, Small Business, Insurance, Retirement Planning, Strategic Financial..., Customer Service, Employee Benefits, Life Insurance, Wealth, Entrepreneurship, Leadership, Sales, Finance, Coaching, Management, Marketing, Long-term Care, Time Management, Sales Management, New Business Development, Financial Planning
Education
Saddleback College 2001 — 2003
Business
Dana Hills High 1997 — 2001
BISON April 2014 - Present
Michael Page - US July 2012 - April 2014
United Nations Football Club Inc. February 2010 - July 2012
Northwestern Mutual June 2009 - July 2012
UBS March 2009 - June 2009
Skills
Series 7, Financial Analysis, Strategic Financial..., Investments, Retirement Planning, Mutual Funds, Microsoft Excel, Series 63, Financial Modeling, Finance, Retirement, Recruiting
Education
Sacred Heart University 2005 — 2009
BS, Business & Finance
Aspero Idrottsgymnasium 2002 — 2005
Business and IT
Northwestern Mutual May 2009 - Present
Northwestern Mutual May 2008 - April 2009
Skills
Investments, Retirement, Wealth Management, Risk Management, Finance, CRM, Series 7, Financial Analysis, Strategic Financial..., Training, Fixed Annuities, Customer Service, Leadership, Disability Insurance, Recruiting, Microsoft Excel, 401k, Mutual Funds, Marketing, Life Insurance, Sales, Retirement Planning, Microsoft Office, Insurance, Series 63
Education
Saint John's University 2004 — 2008
BA, Entrepreneurial Management and Economics
Northwestern Mutual September 2015 - Present
The Torch Foundation August 2008 - Present
Northwestern Mutual March 2015 - September 2015
TAYLOR RENTAL May 2014 - January 2015
The Hudson Group December 2013 - January 2014
Skills
Customer Service, Management, Microsoft Excel, Microsoft Office, Leadership, Microsoft Word, PowerPoint, Social Media, Facebook, Public Speaking, Social Networking, Teamwork, Time Management, Accounting, Finance
Education
Sacred Heart University 2012 — 2016
Bachelor's degree, Accounting, junior
Bridgeport Board of Education January 2014 - Present
Bridgeport Public Schools September 2013 - Present
Camp Sunshine May 2013 - Present
Northwestern Mutual May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Customer Service, Teamwork, Public Speaking, Social Media, Team Leadership, Time Management, Leadership, Social Networking, Event Management, Social Media Marketing, Marketing, Photoshop, Training, Sales, Teaching, Event Planning, Fundraising, Public Relations, Community Outreach, English, Higher Education, Leadership Development
Education
Sacred Heart University 2015 — 2016
Media Culture & Digital Literacy, Communication and Media Studies
St.Lawrence University 2009 — 2013
Performance Arts & Communications, Communication, General
Affinity Financial Partners September 2014 - Present
Northwestern Mutual June 2012 - August 2014
Karr Barth Private Client Group, LLC May 2011 - January 2012
Skills
Financial Analysis, Retirement Planning, Asset Management, Data Analysis, Social Media Marketing, Time Management, Research, Analysis
Education
Saint Joseph's University 2008 — 2012
B.S. In Business Administration, Finance
LaSalle College High School 2004 — 2008
The Depository Trust & Clearing Corporation July 2015 - Present
Sacred Heart University May 2013 - December 2014
Charles Taylor plc June 2014 - August 2014
Northwestern Mutual May 2013 - September 2013
Skills
Microsoft Office, Facebook, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Time Management, Research, Social Media
Education
Sacred Heart University 2011 — 2015
Bachelor's Degree, Finance, Economics and Business Administration, Senior
Sacred Heart University, Luxembourg City, Luxembourg 2014 — 2014
Bachelor's Degree, Business Administration, Finance and Economics, Senior
Manhattan Institute for Policy Research December 2014 - Present
Charles Koch Institute August 2014 - June 2015
Manhattan Institute for Policy Research December 2013 - December 2014
Dr. Douglas Rasmussen January 2012 - September 2014
Manhattan Institute for Policy Research September 2013 - December 2013
Manhattan Institute for Policy Research June 2013 - August 2013
JumpStart CSR February 2012 - December 2012
Child Center of NY Flushing High School YABC January 2010 - August 2012
Northwestern Mutual November 2011 - May 2012
Abbey Farms June 2007 - August 2011
Skills
Research, Public Policy, Political Philosophy, Academic Tutoring, Economics, Public Speaking, Rhetoric, Ethics, Free Markets, Individual Liberty
Education
St. John's University 2009 — 2013
Bachelor of Science (BS), Finance Major, Philosophy of Law Minor, 3.93 GPA, Summa Cum Laude
Marmion Academy 2005 — 2009
Target September 2015 - Present
Square One March 2012 - Present
Target (Pricing & Promotions CoE) September 2014 - September 2015
Enactus May 2013 - May 2014
Saint John's University August 2010 - May 2014
Society for Advancement of Management April 2013 - April 2014
Target June 2013 - August 2013
SIFE / Enactus May 2012 - May 2013
Northwestern Mutual May 2012 - November 2012
Zaarly, Inc January 2012 - November 2012
Skills
Leadership, Entrepreneurship, Teamwork, Public Speaking, Event Planning, Social Networking, Fundraising, Business Strategy, Project Management, Training, Management, Spanish, Writing, Microsoft Excel, Nonprofits, Strategic Planning, Motivation, Presenter, Non-profit Leadership, Social Media Marketing, Event Management, Interviewing, Promotions, Excel, Data Analysis, Online Marketing
Education
St. John's University 2010 — 2014
Bachelor of Arts (BA), Business Management & Spanish
Totino-Grace High School 2006 — 2010
General
Dell Compellent November 2013 - Present
Dell June 2011 - November 2013
College of Saint Benedict and Saint John’s University October 2010 - June 2011
Northwestern Mutual May 2009 - January 2011
Skills
Storage, Sales, Time Management, Sales Operations, Management, Business Development, CRM, Entrepreneurship, Public Speaking, Sales Management, Adaptability, Customer Service, PowerPoint
Education
Saint John's University 2007 — 2011
Bachelor's degree, Business Administration and Management, General
St. John's University 2007 — 2011
BA, Business Management
McGladrey June 2014 - August 2014
Northwestern Mutual August 2013 - May 2014
Primerica June 2013 - August 2013
Century 21 August 2011 - February 2013
Saint Anselm College September 2010 - May 2011
Skills
Research, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Higher Education, Microsoft Excel, SPSS, Critical Thinking, Social Media, Teamwork, Teaching, Event Planning, Editing, Statistics
Education
Saint Anselm College 2010 — 2014
Bachelor's Degree, Accounting
Sexton Consulting Group, Managing Partner 2014 - Present
Sexton Consulting Group, Managing Partner 2003 - Present
Northwestern Mutual 1998 - 2003
Celtic Life Insurance Company 1996 - 1998
Old Northwest Agents 1981 - 1996
Skills
Leadership, Sales, Recruiting, Start-ups, Training, Competitive Analysis, Public Speaking, Microsoft Excel, Budgets, New Business Development, Long Term Care Insurance, Financial Analysis, Strategic Planning, Account Management, Sales Management, Life Insurance
Education
Saint John's University 1977 — 1981
Bachelor's Degree, Social Science/Business Administration/Psychology
Wayzata High School 1974 — 1977
High School, American History (United States)
Licensures
Northwestern Mutual 2009 - Present
Education
The American College 2010 — 2011
CERTIFIED FINANCIAL PLANNER™, Financial Planning and Services
Saint John's University 2002 — 2006
Jackson Electric Inc. June 2014 - Present
JTI Services LLC June 2014 - Present
Graybar August 2013 - June 2014
Northwestern Mutual January 2011 - August 2013
Saint John's University September 2007 - May 2011
Jackson Electric Inc. June 2006 - August 2007
Skills
Creative Direction, Entrepreneurship, Leadership, Management, Teamwork, Time Management, Business, Data Analysis, Marketing Strategy, Market Research, Forecasting, Training, Budgets, Finance, Strategy, Business Development, Microsoft Excel, Customer Service, Marketing, Microsoft Office
Education
St. John's University 2007 — 2011
Bachelor of Arts, Business Management
Gibbon-Fairfax-Winthrop Schools 1995 — 2007
CoreMedical Group April 2015 - Present
Northwestern Mutual November 2014 - Present
Vemma June 2013 - Present
Connecticut College June 2013 - August 2013
Shoprite January 2009 - January 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Income Statement, Statistics, Computer Architecture, Data Structures, Computer Program, Social Media Marketing, PowerPoint, Time Management, Event Planning, Communication
Education
Saint Anselm College 2011 — 2015
Bachelor of Science (B.S.), Computer Science and Business
Arven Financial, LLC. a member of the MassMutual Financial Group July 2014 - Present
Northwestern Mutual January 2011 - July 2014
Global Suppliers, LLC 2004 - 2011
British American Tobacco 2001 - 2004
Skills
Finance, Financial Planning, Investments, IRAs, Financial Analysis, Business Planning, Strategic Planning, Life Insurance, Business Strategy, Forecasting, Retirement Planning, Portfolio Management, Disability Insurance, Asset Allocation, Mutual Funds, Fixed Annuities, Financial Reporting, Creative Direction, Term Life Insurance, Universal Life, Leadership, Financial Modeling, Start-ups, Strategy, Management, Strategic Financial..., Securities
Education
Universidad 'Santa María'
Bachelor in Economics, Accounting and Finance
Saint Joseph's University
Bankers Healthcare Group, Inc. June 2015 - Present
Professional Sports Publications March 2014 - May 2015
Crown Advertising Inc October 2013 - February 2014
Park Pub Restaurant June 2013 - September 2013
Sacred Heart University September 2009 - June 2013
Tommy Hilfiger September 2012 - December 2012
Northwestern Mutual May 2012 - September 2012
Hoosic Valley Central School December 2011 - January 2012
WHRT Radio January 2011 - December 2011
Skills
Sports Management, General Business..., Human Resources, Event Management, Administrative Work, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Social Networking, Sales, Social Media, Microsoft Office, Customer Service, Research, Event Planning, Time Management, Marketing, Sports, Leadership, Outlook, Access, Facebook, Fundraising, Social Media Marketing, Coaching, Market Research, Team Leadership
Education
Sacred Heart University 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General, Junior
Sacred Heart University 2009 — 2009
Bachelor of Business Administration (B.B.A.), Sports Management
Northwestern Mutual June 2013 - March 2014
Skills
Accounting, Microsoft Excel, Financial Reporting, Event Planning, QuickBooks, Financial Analysis, PowerPoint, Financial Accounting, Microsoft Word, Finance, Teamwork, Internal Controls, Microsoft Office, Java, Banking, Invoicing, Strategic Financial..., Insurance, Spreadsheets, Cash Flow, Risk Management
Education
St. John's University 2011 — 2015
Bachelor of Arts (B.A.), Accounting and Finance
MassMutual Financial Group January 2014 - Present
Boy Scouts of America August 2014 - Present
Northwestern Mutual May 2013 - December 2013
Skills
Marketing, Public Relations, Advertising, Management, Time Management, Sales, Marketing Communications, Business Strategy, Human Resources, Creative Writing, Fitness, Copywriting, Budgets, Social Networking, Project Management, Life Insurance, Retirement Planning, Sociability, Leadership, Finance, Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Social Media
Education
St. Bonaventure University
HubSpot April 2015 - Present
Northwestern Mutual June 2014 - April 2015
University Directories May 2013 - September 2013
Anheuser-Busch May 2012 - August 2012
Skills
Cold Calling, Sales, Account Management, Marketing, Advertising, Salesforce.com, B2B, Social Media Marketing, Sales Presentations, Direct Sales, Marketing Strategy, Sales Process, Sales Management, Lead Generation, Marketing Communications, Sales Operations, Social Media, Facebook, Advertising Sales, Selling
Education
Saint Joseph's University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Northwestern Mutual May 2013 - Present
Skills
Leadership, Customer Service, Teamwork, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Social Networking, Marketing, Sales
Education
Saginaw Valley State University - College of Business and Management 2010 — 2015
Troy High School 2006 — 2010
Northwestern Mutual 2007 - Present
Skills
Strategic Financial..., Finance, Retirement Planning, Investments, Portfolio Management, Equities, Hedge Funds, Mutual Funds, Credit, Leadership, Fixed Income, Wealth Management, Contract Negotiation, Asset Management, Retirement, Asset Allocation, Alternative Investments, Investment Strategies, Financial Planning, Insurance, Securities
Education
The American College 2012 — 2014
Chartered Financial Consultant (ChFC)
The American College 2011 — 2013
Chartered Life Underwriter (CLU)
Saint Joseph's University 2004 — 2008
Bachelor of Science, Management
AXA Advisors September 2015 - Present
Business Aircraft Center August 2014 - September 2015
Northwestern Mutual April 2012 - July 2014
TD April 2011 - March 2012
TD August 2010 - April 2011
Skills
Strategic Financial..., Financial Advisory, Insurance, Financial Analysis, Banking, Retail Banking, Loans, Commercial Banking, Consumer Lending, Customer Service, Credit Analysis, Small Business Lending, Investments, Finance, Credit, Financial Modeling, Wealth Management, Securities
Education
University of Connecticut 2014 — 2015
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Saint John's University 2007 — 2010
Associate's degree, Banking and Financial Support Services
Sacred Heart University 2015 — 2017
Bachelor's degree, Finance and Financial Management Services
Mohawk Honda Marketing DirectorNorthwestern MutualNovember 2013 - September 2014
Northwestern Mutual August 2011 - September 2014
The Ayco Company, L.P. December 2005 - August 2011
Skills
Financial Analysis, Microsoft Office, Customer Service, Financial Reporting, Outlook, Sales, Life & Health Insurance..., Microsoft Word, Long Term Care Insurance, Marketing, PowerPoint, Wealth Accumulation, Series 6, Insurance, Retirement Planning
Education
St. Bonaventure University 2000 — 2004
Bachelor of Science, Business Management
Speaqua Sound Co. 2014 - Present
Supply Concepts Inc September 2013 - Present
ITM Solutions March 2014 - August 2014
Northwestern Mutual November 2013 - April 2014
PJ Salvage May 2013 - October 2013
Skills
International Business, Entrepreneurship, Social Networking, Bilingual, Spanish-English, Public Relations, Customer Service, Leadership, Problem Solving, Social Media, Marketing Strategy, Spanish, Public Speaking, Microsoft Office, Marketing, Microsoft Excel, Microsoft Word, Sales, PowerPoint, Event Planning, Social Media Marketing, Management, Facebook
Education
University of San Diego 2014 — 2016
Bachelor of Business Administration (B.B.A.), International Business, Junior
San Diego Mesa College 2013 — 2014
Bachelors degree: International Business Finance (in progress.) Minor: Spanish, Logistics, Materials, and Supply Chain Management
Saddleback College 2011 — 2013
AA General Education, Major: International Business & Finance Minor: Spanish
Hispanic 100
Hispanic 100
HighGround Trading LLC February 2013 - Present
Hess Farms September 2010 - February 2013
Northwestern Mutual June 2009 - September 2010
Skills
Financial Analysis, Finance, Commodity Markets, Futures Trading, Options Strategies
Education
Saginaw Valley State University - College of Business and Management 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Northwestern Mutual June 2015 - Present
Ross Stores, Inc. August 2014 - Present
Zeta Tau Alpha Fraternity January 2013 - May 2014
Stylophane June 2013 - August 2013
Law Office of Martin J. Murphy May 2011 - February 2013
ULTA Beauty November 2010 - January 2011
Stony Brook Dental Associates April 2009 - April 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, English, Windows, Event Planning, Team Leadership
Education
Sacred Heart University 2011 — 2014
The TLC Companies January 2013 - Present
The TLC Companies June 2011 - January 2013
Northwestern Mutual April 2010 - June 2011
Target June 2006 - April 2010
Skills
Employee Benefits, Payroll, Workers Compensation, Management, Recruiting, Leadership, Sales, Time Management, Personnel Management, Risk Management, Finance, Account Management, Customer Service, PowerPoint
Education
Saint John's University 2007 — 2011
Bachelor of Arts, Management
Grant Thornton LLP March 2015 - Present
Aon June 2012 - August 2013
Northwestern Mutual September 2012 - February 2013
Costco Wholesale May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, HTML, Research, Social Media, Windows, Time Management, Access, Outlook, Teamwork, Accounting, Facebook, Public Speaking, Leadership, Financial Analysis, Data Analysis, Finance, QuickBooks
Education
Sacred Heart University 2013 — 2014
Master of Business Administration (MBA), Accounting, Graduate
Sacred Heart University 2009 — 2013
Bachelor's degree, Accounting, Senior
Northwestern Mutual June 2004 - Present
Education
Saint Joseph's University
BS, Business Management
Northwestern Mutual January 2001 - Present
Skills
Retirement Planning, Life Insurance, Insurance, Fixed Annuities, Retirement, Strategic Financial..., Fundraising, Disability Insurance, Public Speaking, Long-term Care, Strategic Planning, Event Planning, Customer Service, Nonprofits
Education
Saint Bonaventure University 1983 — 1987
BA, Psychology
Northwestern Mutual March 2015 - Present
Fovama Of Westport September 1993 - July 2013
Partner 1979 - 1993
Skills
Interiors, Sales Management, Marketing Strategy, Merchandising, Marketing, Purchasing, Carpet, Negotiation, New Business Development, Retail, Advertising, Sales, Online Marketing, Entrepreneurship, Product Development, Start-ups
Education
Teachers College of Columbia University 2013 — 2014
Candidate For Masters degree, Clinical Psychology
Sacred Heart University 1981 — 1984
Master of Business Administration (MBA), MBA marketing /advertising
Northwestern Mutual February 2012 - Present
Latitude 43 Grill & Bar December 2010 - Present
Education
Saginaw Valley State University - College of Business and Management 2004 — 2011
Bachelor of Business Administration (B.B.A.), Management/Marketing
Northwestern Mutual September 2008 - Present
Dezurik 2005 - 2008
Skills
Life Insurance, Microsoft Excel, Finance, Financial Analysis, Microsoft Office, Customer Service, Retirement Planning, Leadership, Strategic Financial..., Insurance, Time Management, Accounting, Financial Reporting, Investments
Education
Saint John's University 2005 — 2009
Bachelor, Accounting
St. John's University 2005 — 2009
Bachelor's degree, Accounting and Finance
Northwestern Mutual Agency ManagerThe Baltimore Life CompaniesJuly 2009 - May 2011
Education
Sacred Heart University
Bachelor of Science, Business/Law
Robert Half Management Resources March 2015 - Present
UnitedHealth Group September 2013 - March 2015
UnitedHealth Group June 2012 - September 2013
Commercial Flooring Services May 2011 - June 2012
Northwestern Mutual May 2010 - June 2011
Commercial Flooring Services July 2007 - August 2009
Education
Saint John's University 2000 — 2012
Political Science
State Street June 2014 - Present
Saint Anselm College October 2010 - May 2014
Wachusett Mountain Ski Area January 2008 - April 2014
State Street June 2013 - August 2013
Northwestern Mutual January 2013 - May 2013
Auto Machine Service May 2012 - August 2012
Talbots Inc January 2011 - January 2012
Skills
Computer Science, Finance, Communication, Community Service, Time Management, Microsoft Excel, Microsoft Word, Microsoft Office, Adaptability, Highly motivated..., Positive Personality, Customer Satisfaction, Customer Experience, Long-term Customer..., Visual Merchandising, Processing, C++, HTML, Leadership, Peer Mentoring, Critical Thinking, Problem Solving, Teamwork, Team-oriented, Always Willing to Learn, Creative Writing, Work Ethic, Business Ethics, Customer Driven, Social Networking, PowerPoint, Customer Service
Education
Saint Anselm College 2010 — 2014
Bachelor of Arts (B.A.), Financial Economics
Mount Saint Charles Academy 2004 — 2010
CDK Global March 2015 - Present
CDK Global May 2013 - Present
Barrett & Associates / Bloomfield Hills Insurance January 2012 - March 2013
Northwestern Mutual May 2010 - October 2011
Skills
Property & Casualty..., Life Insurance, Marketing, Marketing Strategy, Digital Marketing, Marketing Communications, Social Media Marketing, Marketing Management, Online Marketing, Manage Client..., Client Relations Skills, Account Management, Client Presentation, Cross-functional..., Cross Functional Team..., Sales, Management, Training, CRM, Social Media, Customer Service
Education
Saginaw Valley State University - College of Business and Management 2005 — 2008
Bachelor of Business Administration (B.B.A.), Marketing
Powers Catholic High School 1999 — 2003
True Investments, LLC January 2014 - Present
Capgemini June 2012 - October 2013
Resolution Economics January 2011 - May 2011
Northwestern Mutual October 2010 - January 2011
Skills
Microsoft Office, Business Analysis, Management Consulting, Microsoft Excel, Microsoft Word, SAP, Data Analysis, Asset Management, Real Estate, Financial Analysis, Project Management, Analysis, Team Building, Investment Management, Strategic Planning
Education
University of Southern California 2010 — 2012
Bachelor of Arts (B.A.), Political Science and Economic Policy
Saddleback College 2008 — 2010
Associate of Arts (A.A.), Political Science, Economics, Social Sciences, Liberal Studies
Tiremaxx Service Center-Big Lake October 2006 - Present
Northstar Place, LLC 2006 - Present
Northwestern Mutual April 2005 - December 2005
Skills
Customer Service, Business Planning, Business Intelligence, Business Strategy, Small Business, Real Estate, Financial Analysis, Account Management, New Business Development, Management
Education
St. John's University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Northwestern Mutual September 2010 - Present
The Hartford September 2007 - August 2010
Short Term Disability February 2006 - September 2007
The Hartford June 2004 - February 2006
Education
Saint John's University 2000 — 2004
History, History, Communications
The University of Notre Dame Australia 2003 — 2003
Australian History
Albany High School
Northwestern Mutual June 2014 - May 2015
The Factory September 2012 - May 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Social Media, Customer Service, Teamwork, Financial Analysis, Research, Facebook, English, Time Management, Event Planning, Leadership, Social Networking, Java
Education
Sacred Heart University 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance, Senior
Bergen Catholic 2007 — 2011
Northwestern Mutual November 2009 - Present
Northwestern Mutual May 2004 - Present
Education
Saint John's University 2002 — 2006
MGMT, Business/Finance
St. Cloud Apollo 1998 — 2002
Northwestern Mutual April 2010 - Present
Rangitsch Landscaping and Sprinkler Installation May 2009 - August 2009
The Home Depot June 2007 - August 2008
Gander Mountain August 2006 - February 2007
Skills
PNA, Communication, Writing, Insurance, Financial Planning
Education
Saint John's University 2008 — 2011
BA Management, Management/Accounitng/Economics
Forest Lake High School 2005 — 2007
Diploma, 3.89 GPA
Northwestern Mutual July 2009 - Present
Education
Saginaw Valley State University - College of Business and Management 2005 — 2009
Bachelors, Business Management
Northwestern Mutual August 1984 - Present
Education
Monsignor Bonner High School
St. Joseph's University
Bachelor of Arts (BA), Political Science
Northwestern Mutual April 1993 - Present
Bull Information Systems 1984 - 1996
MSA 1982 - 1984
Education
Saint Joseph's University 1977 — 1981
B.S., Management/Marketing
The American College 1996 — 2008
CLU, ChFC
Chilton Trust Company September 2015 - Present
ASML July 2015 - September 2015
GE Capital December 2014 - June 2015
ASML July 2014 - November 2014
Vision Financial Markets LLC January 2014 - May 2014
Freddies' U.S. Mail January 2009 - December 2013
SunGard July 2013 - November 2013
UBS November 2011 - May 2013
Northwestern Mutual May 2009 - January 2010
Skills
Microsoft Excel, QuickBooks, Microsoft Office, PowerPoint, Microsoft Word, Payroll, Insurance, Financial Analysis, Social Media, Excel, Outlook, Account Reconciliation, Accounting, Management, Access, Sungard, Financial Markets, Social Networking, Tax, Team Building, Oracle
Education
Sacred Heart University 2010 — 2011
MBA, Finance, 3.62
Sacred Heart University 2006 — 2009
Bachelor of Science, Finance, 3.50
Northwestern Mutual September 2012 - Present
Merrill Lynch 2011 - 2012
Investors Capital 2010 - 2011
The White House May 2006 - August 2006
U.S. Department of State May 2004 - August 2004
Skills
Series 7, Series 63, Life & Health Insurance..., Securities, Fixed Income, Mutual Funds, Retirement Planning, Asset Allocation, Wealth Management, Alternative Investments, Investment Strategies, Investments
Education
St. Bonaventure University 2003 — 2007
Bachelor of Arts (B.A.), Political Science
Berkshire School 2000 — 2003
High School Diploma
Northwestern Mutual November 2004 - Present
C.H. Robinson Company May 1999 - August 2004
Education
St. John's University 1995 — 1999
BA, Social Studies
Eden Prairie High School 1991 — 1995
The American College
CLU® Chartered Life Underwriter®
Northwestern Mutual January 2008 - Present
Northwestern Mutual September 2005 - January 2008
Skills
Disability Insurance, Retirement Planning, Long-term Care, Life Insurance, Investment Strategies, Long Term Care, Annuities, Fixed Annuities, Series 7, Retirement, Series 63, Securities, Estate Planning, Wealth Management
Education
Sacred Heart University 2001 — 2005
Bachelor of Science (BS), Psychology
Northwestern Mutual January 2005 - Present
Education
Saint John's University 1998 — 2002
Best Buy October 2007 - February 2008
Northwestern Mutual May 2007 - November 2007
Education
Saint John's University 2004 — 2008
Northwestern Mutual May 2008 - Present
Education
Sacred Heart University 2006 — 2010
Finance
Northwestern Mutual Corporate CounselStoneRiver, Inc.2008 - 2011
Thrivent Financial April 2001 - March 2008
Foley & Lardner September 1991 - March 1997
Education
University of Virginia School of Law 1988 — 1991
Juris Doctor, Law
Saint John's University 1983 — 1987
Bachelor of Arts, History
Fortgang Consulting for Silver Point Capital July 2012 - Present
Northwestern Mutual December 2011 - June 2012
Trojanowski Real Estate Inc March 2009 - December 2011
Wachovia Bank & Wachovia Securities, LLC September 2005 - February 2009
Household Finance Corporation November 2003 - September 2005
Skills
Finance, Portfolio Management, Financial Analysis, Mutual Funds, Investments, Recruiting, Financial Services, Insurance, Mortgage Lending, Strategic Financial..., Securities, Wealth Management, Financial Modeling, Banking, Executive Support
Education
Sacred Heart University
Business
Reebok March 2013 - Present
Graphic Packaging International June 2010 - March 2013
IKON Office Solutions October 2009 - June 2010
Northwestern Mutual April 2008 - October 2009
Northwestern Mutual June 2008 - May 2009
Skills
Superior Communications..., Operations Management, SAP, Analytical Skills, Work in A Fast Paced..., Inventory Management, SAP Inventory Management, Working Capital Control, Customer Service, Supply Chain Management, Six Sigma, Risk Management, Management
Education
Saint Anselm College 2005 — 2009
B.A., International Business, Spanish
The Janssen Pharmaceutical Companies of Johnson & Johnson April 2015 - Present
Eli Lilly and Company March 2011 - April 2013
Northwestern Mutual December 2008 - December 2010
Skills
Sales, Analysis, Account Management, Financial Analysis, Strategic Planning, Cold Calling, Marketing, Customer Service, Diabetes, Finance, Leadership, Sales Operations, Market Research, Endocrinology, Insurance, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel
Education
Saint Joseph's University 2006 — 2010
Bachelor of Science in Business Administration, Finance
Northwestern Mutual June 2009 - Present
Education
Saint John's University 2007 — 2011
Accounting
Morgan Stanley Investment Management April 2014 - Present
J.P. Morgan March 2013 - April 2014
AXA Advisors March 2012 - September 2012
Northwestern Mutual May 2011 - April 2012
Skills
Financial Analysis, Financial Planning, Microsoft Office, Finance, PowerPoint, Insurance, Microsoft Excel
Education
Saint Joseph's University 2008 — 2012
Bachelor's degree, Finance
LaSalle College High School 2004 — 2008
Datalink 2012 - Present
Datalink 2012 - October 2013
Northwestern Mutual March 2010 - August 2010
Skills
Microsoft Excel, Outlook, Sales, Leadership, Microsoft Office, Marketing Communications, Social Media Marketing, Salesforce.com, Marketing, Customer Service, Social Networking, Sales Management, Account Management, Cold Calling, Cloud Computing, Data Center, Virtualization, Storage
Education
St. John's University 2008 — 2012
Management
Wayzata High School
Wayzata High School
Schoolizon July 2013 - Present
Wells Fargo Home Mortgage February 2013 - July 2013
Verizon Wireless November 2011 - February 2013
Verizon Wireless September 2010 - November 2011
Enterprise-Rent-A-Car February 2010 - May 2010
Enterprise-Rent-A-Car June 2009 - February 2010
Northwestern Mutual May 2008 - August 2008
Farm Bureau Financial June 2007 - August 2007
Skills
Sales, Marketing, Sales Management, Customer Service, Cold Calling, Direct Sales, Recruiting, Leadership, Sales Process, Customer Retention, Account Management, Microsoft Office, Product Marketing, Microsoft Excel, Customer Satisfaction, Training, Salesforce.com, Sales Operations, Solution Selling, Project Management, New Business Development, Sales Presentations, B2B, Online Advertising, Mortgage Lending, Wireless, Selling, Management, Advertising, Negotiation, Retail, Networking, Social Media
Education
Saint John's University 2005 — 2009
Bachelor's Degree, Business Administration and Management, General
Rasmussen College March 2014 - Present
Rasmussen College November 2012 - March 2014
Rasmussen College May 2010 - November 2012
Northwestern Mutual January 2009 - April 2010
Skills
Sales, Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Public Speaking, Leadership, Finance, Management, Staff Development, Training, Account Reconciliation
Education
Sacred Heart University 2011 — 2013
Master's of Science, Applied Psychology
University of St. Thomas 2005 — 2009
Bachelor's degree, Financial Management
University of St. Thomas 2005 — 2009
Bachelor's degree, Business/Corporate Communications
Spiral Industries Inc 2015 - 2015
Spiral Industries Inc 2015 - 2015
Spiral Industries Inc 2015 - 2015
Northwestern Mutual November 2013 - September 2014
Kokomo's Family Fun Center May 2007 - November 2013
Heritage High School June 2006 - June 2013
Skills
Customer Service, Microsoft Office, Leadership, Microsoft Excel, Management, Event Planning, Inventory Management, Social Media, Microsoft Word, Retail, PowerPoint, Event Management, Team Leadership, Public Speaking, Entertainment, Leadership Development, Recruiting, Internet Recruiting, College Recruiting, Time Management, Training, Coaching
Education
Saginaw Valley State University - College of Business and Management 2006 — 2010
Bachelor of Business, Business, Management, Marketing, and Related Support Services
Heritage HS
Aflac January 2015 - July 2015
The Daily Californian November 2013 - November 2014
ABA Basketball-San Francisco Rumble November 2012 - April 2013
Northwestern Mutual December 2011 - April 2012
The Wind and Sea March 2007 - October 2010
Skills
Facebook, Marketing, Microsoft Excel, Time Management, Microsoft Office, PowerPoint, Sales, Social Media, Spanish, Advertising, Event Planning, Management, Nonprofits, Access, Photoshop, OS X, Training, Excel, Conversational Spanish, Photoshop CS6, Customer Service, QuickBooks, Public Relations, Team Leadership, Social Networking, Social Media Marketing, Market Research, Leadership, Event Management, Microsoft Word, Teamwork, Public Speaking, Outlook, Research, Communication, Marketing Strategy, Project Management, Team Building, Editing
Education
San Francisco State University, College of Business 2010 — 2013
Bachelor of Science (B.S.)
Saddleback College 2007 — 2010
OTIS June 2012 - Present
Northwestern Mutual May 2011 - December 2011
Education
St. John's University 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
Northwestern Mutual July 2015 - Present
Northwestern Mutual November 2013 - June 2015
Northwestern Mutual April 2013 - November 2013
Northwestern Mutual July 2012 - April 2013
Skills
Event Planning, Marketing Communications, Public Relations, Social Media, Marketing Strategy, Client Services, Client Service Oriented, Events Coordination, Data Analysis, Data Entry, Office Administration
Education
Saddleback College 2012 — 2012
General Education, General Education
University of Colorado at Boulder 2011 — 2011
Communication and Media Studies, 13
Santa Margarita Catholic High School 2007 — 2011
Diploma, 9-12
Northwestern Mutual 2007 - Present
Raymond James 2005 - 2007
Waddell & Reed 2001 - 2005
New York State Assembly 1997 - 2001
Skills
Financial Planning, Strategic Planning, Finance, Management, Leadership, Investments, Process Improvement, Financial Analysis, Coaching, Life Insurance, Retirement, Wealth Management, Asset Allocation
Education
Guilderland Central High School
Sacred Heart University
Bachelor of Science, Economics
St Lawrence University
Economics
WellPath Solutions February 2015 - Present
WellPath Solutions November 2014 - February 2015
SquadUP, Inc. June 2014 - September 2014
TGA Premier Junior Golf September 2012 - September 2013
Northwestern Mutual May 2012 - September 2012
Skills
Golf, Sports Management, Sports, Sports Marketing, Sports Coaching, Athletics, Sponsorship, Coaching, Event Planning, Event Management, Public Speaking, Social Media, Fundraising, Social Media Marketing, Golf Instruction, PowerPoint, Marketing, Leadership, Sales, Facebook
Education
Sacred Heart University 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
DePaul Catholic HS 2006 — 2010
Interactive Brokers June 2014 - Present
Northwestern Mutual August 2013 - June 2014
Starbucks May 2007 - May 2011
Skills
PowerPoint, Microsoft Excel, Time Management, Microsoft Word, Customer Service, Microsoft Office
Education
Sacred Heart University 2014 — 2017
Master of Business Administration (MBA), Finance, General
Sacred Heart University 2010 — 2014
Bachelor of Science (BS), Finance, General
Northwestern Mutual June 2012 - Present
3PL World Wide November 2011 - May 2012
Sacred Heart University September 2010 - May 2011
Skills
Series 7, Financial Analysis, Investments, Sales, Finance, Financial Services, Leadership, Marketing
Education
Sacred Heart University 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Sacred Heart University 2007 — 2011
Bachelor's degree, Sport Management
Bank of America June 2015 - Present
Citi June 2014 - June 2015
Victoria's Secret June 2011 - January 2014
Northwestern Mutual May 2012 - December 2013
Skills
Finance
Education
St. Bonaventure University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Stearns Bank N.A. Equipment Finance Division September 2012 - Present
Northwestern Mutual May 2010 - December 2010
Skills
Loans, Financial Analysis, Loan Origination, Finance, Financial Modeling, Small Business Lending, Consumer Lending, Commercial Lending, Banking, Commercial Banking, Cash Management, Financial Services, Microsoft Office, PowerPoint, Microsoft Excel, Time Management, Microsoft Word, Outlook, Social Media
Education
Saint John's University 2008 — 2012
Bachelor of Arts (B.A.), Accounting and Finance
St. John's University 2008 — 2012
Bachelor's degree, Accounting and Finance
Wilson Elser November 2014 - February 2015
Morgan Stanley August 2014 - October 2014
Merrill Lynch January 2014 - June 2014
Northwestern Mutual June 2013 - January 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Insurance, Leadership, Time Management, Financial Analysis, Customer Satisfaction
Education
Sacred Heart University 2010 — 2014
Bachelor of Science, Finance
Mahopac High School 2006 — 2010
Diploma
Northwestern Mutual May 2010 - Present
Northwestern Mutual November 1994 - 2010
Paul Revere Insurance November 1991 - November 1994
Golden Rule Insurance August 1983 - November 1991
Skills
Long Term Care Insurance, Disability Insurance, Insurance, Life Insurance, Long-term Care, Training, Series 6, Term Life Insurance, Retirement, IRAs, 401k, Financial Planning, Estate Planning, Employee Benefits, Investments
Education
St. John's University 1979 — 1983
Bachelor of Arts (BA), Psychology
Superior High School
Northwestern Mutual
Skills
Finance, Management, Banking, Investments, Financial Analysis, Financial Modeling, Bloomberg, Valuation, Portfolio Management, Financial Risk, Asset Management, Corporate Finance
Education
St. John's University 2009 — 2013
Bachelor of Science (BS), Finance, General
St. John's University 2009 — 2013
Bachelor, Finance; Finance
Macau University of science and technology – Law
Law