Prudential Financial
Industry: Insurance company
DescriptionPrudential Financial, Inc. is an American Fortune Global 500 and Fortune 500 company whose subsidiaries provide insurance, investment management, and other financial products and services to both retail and institutional customers throughout the United States and in over 30 other countries. Headquarters: Newark, New Jersey, United States CEO: Charles F. Lowrey (Dec 1, 2018–) Revenue: 59.69 billion USD (2017) Subsidiaries: PGIM, Gibraltar BSN, PFI Mega Life Insurance,
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Prudential Financial Employees
Prudential Financial January 2015 - Present
Jefferson Area Board for Aging (JABA) April 2010 - February 2012
First Community Services June 2007 - December 2009
Federal-Mogul June 2001 - February 2007
Skills
Computer-related, Teaching, Research, Public Speaking, Training, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Outlook
Education
University of Phoenix 2003 — 2005
Master of Science (MS), Computer and Information Sciences, General
Michigan State University 1996 — 2001
Bachelor of Science (BS), Computer Science
CSC July 2015 - Present
Prudential Financial January 2013 - May 2015
The Hartford August 2004 - January 2013
State Farm Insurance July 2001 - August 2004
Skills
Insurance, Life Insurance, Leadership, Customer Service, Process Improvement, Call Centers, Microsoft Excel, Change Management, Risk Management, Underwriting, Financial Services, Management, Business Analysis, Vendor Management, Business Process...
Education
Metropolitan State University 2002 — 2004
Bachelor’s Degree, Marketing
Michigan State University August 2012 - August 2015
Prudential Financial June 2014 - September 2014
Grosse Pointe Farms Pier Park April 2009 - August 2013
Grosse Pointe Public School System September 2009 - February 2010
Skills
Sports, Time Management, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Public Speaking, Higher Education, Cpr Certified, First Aid, Management, Research
Education
Michigan State University 2012 — 2015
Bachelor’s Degree, Economics
Napolitano Wealth Management of Raymond James May 2003 - Present
Prudential Financial May 1999 - May 2003
Dean Witter November 1995 - May 1999
Education
Michigan State University
Bachelors of Business Administration, Logistics, Materials, and Supply Chain Management
Wells Fargo Advisors August 2014 - Present
UBS Financial Services Inc. September 2000 - August 2014
Prudential Financial August 1994 - September 2000
Dean Witter October 1990 - August 1994
Michigan National Bank 1987 - 1988
Skills
Investments, Wealth Management, Asset Allocation, Risk Management, Finance, Strategy, Alternative Investments, Retirement Planning, Mergers & Acquisitions, Mutual Funds, Investment Advisory, Strategic Planning, Portfolio Management, Marketing, Asset Management, Business Strategy, Leadership, Due Diligence, Business Development, Customer Service, Team Building, Sales Management, Program Management, Negotiation, Public Speaking
Education
University of Pennsylvania - The Wharton School 2006 — 2006
Certified Investment Management Analysts, Finance and Financial Management Services
Michigan State University 1985 — 1989
Business, Financial Administration
East Lansing High School 1981 — 1985
High School, High School Diploma
Prudential Financial September 2009 - Present
Prudential Financial August 2005 - September 2009
Prudential Financial December 2003 - August 2005
Prudential Financial , America Skandia December 2001 - December 2003
Charles Schwab February 2000 - December 2001
Skills
PMP, PMO, SDLC, Project Portfolio..., Business Analysis, Project Delivery, Vendor Management, Requirements Analysis, Risk Management, Program Management, Business Requirements, Stakeholder Management, Project Management, Process Improvement, MS Project
Education
UNIVERSITY OF PHOENIX, Denver, CO, CO, USA 2000 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
Metropolitan State University of Denver 1992 — 1997
Bachelor's degree, Social Sciences
OnStage Blog July 2015 - Present
FIAT of Fairfield County April 2014 - January 2015
Disney Cruise Line June 2013 - March 2014
Prudential Financial 2010 - 2011
Skills
Management, Social Media
Education
Merrimack College 2006 — 2010
Bachelor's Degree, Communication Arts and Sciences, Business Administration
Flexible to work in Eastern Province, Saudi Arabia on contract basis. September 2014 - Present
Chevron Africa and Latin America Exploration and Production March 2014 - August 2014
Chevron January 2007 - August 2014
Chevron Corporation April 2012 - June 2014
Hewitt Associates September 2006 - January 2007
Anadarko Petroleum Corporation April 2006 - September 2006
Prudential Financial December 2005 - April 2006
Hewitt Associates August 2001 - December 2005
Prudential Financial October 1999 - August 2001
Skills
Project Management, Business Analysis, Logistics, Process Engineering, Content Management, Policy Analysis, Human Resources, Benefits Administration, Expatriate Management, Management, Software Documentation, Deferred Compensation, HRIS, Employee Benefits, HR Consulting, Employee Relations, Change Management, Process Improvement, Vendor Management, Organizational..., PeopleSoft, Coaching, Strategic Planning, Policy, Payroll, Leadership, CRM, Talent Management, Global Mobility, Workforce Planning, HR Policies, Performance Management, Onboarding, Personnel Management
Education
Tulane 2011 — 2012
Master of Business Administration, Management
Middle Tennessee State University 1997 — 1999
Bachelor of Science (B.S.), International Relations and Spanish, 3.6
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. October 2011 - Present
Bernstein Global Wealth Management April 2011 - September 2011
Wells Fargo Advisors January 2008 - July 2011
Prudential Financial July 2008 - February 2009
State Farm Insurance July 2005 - March 2006
Education
Metropolitan State University 2006 — 2008
B.A. Professional Communications, Writing, Speaking/Presentation, Interpersonal Communication.
Connecticut Public Broadcasting August 2012 - May 2015
Self Employed October 2012 - May 2013
Self-employed March 2012 - July 2012
MassMutual Financial Group December 2011 - March 2012
Prudential Financial August 2010 - December 2011
Skills
Journalism, Broadcast, Broadcast Journalism, Storytelling, Television, Radio, TV and Web Production, Retirement Planning, Customer Service, Series 7, series 66, Uniform Combined State..., Social Media, Video Production, Video Editing, Web Video, New Media, Social Media Marketing
Education
Michigan State University 2001 — 2005
Bachelor's degree, Communication, General
Cincinnati Children's Hospital Medical Center April 2013 - Present
Cincinnati Childrens Hospital Medical Center July 2012 - April 2013
Beech Acres Parenting Center April 2007 - October 2010
Prudential Financial August 2005 - September 2006
SmartCom Technologies April 2004 - July 2005
Robert Half International October 2003 - April 2004
Skills
Human Resources, Project Management, Non-profits, Event Planning, Policy, Fundraising, Public Speaking, Customer Service, Process Improvement, Microsoft Excel, Microsoft Office, Payroll, Volunteer Management, Community Outreach, Strategic Planning, Organizational..., Recruiting, Team Building, Data Analysis, Organizational..., Nonprofits, Management, Grants, Research Administration, Research, Leadership, Budgets
Education
Northern Kentucky University 2008 — 2010
B.A., Organizational Leadership
Miami University 1998 — 2002
A.A., Liberal Arts
Prudential Financial March 2015 - Present
New York Life Insurance Company July 2014 - Present
Pearl River Resort March 2005 - January 2014
Skills
Customer Service, Hospitality, Budgets, Public Speaking, Social Media, Team Building, Event Planning, Leadership, Casino, Microsoft Excel, Event Management, Microsoft Office, Strategic Planning, Sales, Coordinating Events, Social Networking, Public Relations, Social Media Marketing, Marketing, Nutrition, Gambling, Process Scheduler, Training, Supervisory Skills, Fitness, Food & Beverage, Small Business, Fundraising, Leadership Development, Retirement Planning, Mutual Funds, 401k Rollovers, IRAs, Financial Planning
Education
Meridian Community College 2001 — 2004
Pre-Veterinary Studies
Mt. Pleasant High School 1997 — 2001
Diploma, All
FINRA
Series 6, Variables, Securities
North American Securities Administrators Association
Series 63, Uniform Securities State Law, 92
Ameriprise Financial Services, Inc. August 2014 - Present
UBS Financial Services Inc. May 2003 - August 2014
Prudential Financial January 1993 - May 2003
NCR Corporation November 1991 - January 1992
Education
Michigan State University 1987 — 1991
Bachelor of Arts (BA), Financial Administration
Wharton School of Business
Kautex Textron August 2015 - Present
Textron July 2014 - Present
Bell Helicopter July 2014 - July 2015
Battelle May 2013 - August 2013
Ohio State University Golf Course June 2011 - August 2012
Prudential Financial February 2010 - May 2010
Whalen & Company CPAs and Consultants October 2008 - February 2010
Skills
Financial Analysis, Microsoft Excel, Time Management, Customer Service, Data Analysis, Social Networking, Event Planning, Analysis, Leadership, Management
Education
Miami University 2010 — 2014
Bachelor’s Degree, Finance
Thomas Worthington High School 2006 — 2010
Prudential Financial 2005 - Present
Citigroup Asset Management January 2002 - May 2004
Skills
Sales, Sales Presentations, Customer Experience, Customer Retention, Sales Prospecting, Prospecting New Clients, Strategic Prospecting, New Business Development, Business Intelligence, Business Development, Customer Support
Education
Merrimack College 1994 — 1999
Bachelor of Science (B.S.), Finance, General
Steele Hawkett Financial, LLC January 2014 - Present
Monarch Community Bancorp Inc. April 2013 - January 2014
Monarch Community Bancorp Inc. April 2013 - September 2013
Fifth Third Securities July 2011 - April 2013
PNC July 2007 - July 2011
Prudential Financial October 2004 - July 2007
Skills
Finance, Loans, Consumer Lending, Banking, Credit, Mortgage Lending, Commercial Lending, Credit Analysis, Retail Banking, Loan Origination, Customer Service, Sales, Team Building, Management, Coaching, Small Business Lending, Commercial Banking, Cross Selling, Lines Of Credit, Wealth Management, Refinance, Portfolio Management, Mutual Funds, Cash Management, Financial Analysis, Microsoft Office, Financial Services, Retirement Planning, Financial Advisory, Insurance, Fixed Annuities, Retirement, Life Insurance
Education
Michigan State University 1997 — 1999
Music Teacher Education
Kellogg Community College 1995 — 1997
Associate's Degree, Music Teacher Education
Harper Creek High School 1991 — 1995
High School, College Prep, 9-12
R.W. Sullivan Engineering September 2011 - Present
Prudential Financial May 2010 - August 2010
Prudential Financial May 2009 - August 2009
Hanley & Associates, LLC October 2005 - August 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Social Media, Facebook, Marketing, Market Research, Customer Service, Event Planning, Salesforce.com, Time Management, Email Marketing, Public Speaking, Social Networking, Organization, Photoshop, QuickBooks, Social Media Marketing, Access, Lead Generation, Management, Sales, Teamwork, Research, Event Management
Education
Merrimack College 2007 — 2011
Bachelor of Science, Business Administation, Marketing
Pittsfield High School 2003 — 2007
Business Administation, Finance
Mullenbrock & Associates November 2004 - Present
Charles D Bibler and Associates September 1995 - May 1998
Prudential Financial June 1976 - May 1995
Skills
Customer Service
Education
Northmont HS Englewood, OH 1974 — 1977
Miami Valley Career Technology Center
Barbara J Henry January 2014 - Present
ALLSTATE INSURANCE & FINANCIAL SERVICES January 2011 - January 2014
New England Financial February 2003 - March 2011
New England Financial 2003 - 2010
NAIFA 2000 - 2004
Prudential Financial June 2000 - February 2003
AmSouth Bank September 1995 - May 1999
Southtrust Bank September 1989 - September 1995
Skills
Investments, Fixed Annuities, Small Business, Financial Services, Finance, Retirement, Life Insurance, Disability Insurance, Customer Service, Personal Finance, Long-term Care, Estate Planning, Series 7, Series 6, Mutual Funds, IRAs, Business, Financial Goals, Banking, Asset, Series 63, Asset Allocation, Selling, Financial Planners, Term Life Insurance, Financial Advisory, 401k, Wealth Management, Investment Advisory, Strategic Financial..., series 65
Education
American College 2002 — 2005
Financial, LUTCF Designation
Miami Dade College 1974 — 1976
Prudential Financial August 2015 - Present
Prudential Financial May 2015 - Present
CG Financial Services April 2014 - May 2015
Howard Miller May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Teamwork
Education
Michigan State University 2012 — 2015
Bachelor's Degree, Finance and Financial Management Services
Prudential Financial March 2015 - Present
Aflac August 2014 - Present
Northwestern Mutual August 2013 - July 2014
Skills
Microsoft Office, Life Insurance, Insurance, Financial Analysis, Mutual Funds, Retirement Planning, Disability Insurance, Strategic Financial..., Long-term Care, Retirement, Financial Planning, Customer Service, Sales, Leadership, PowerPoint, Microsoft Word, Microsoft Excel, Social Networking
Education
Middle Tennessee State University 2009 — 2014
Communication, Communication, General and entrepreneur
Prudential Financial October 2013 - Present
Skills
Investments, Finance, Insurance, Transportation, Police, Retirement Planning, Leadership, Portfolio Management, Financial Services, Life Insurance
Education
Mesa Community College 1979 — 1982
Associate's degree, Criminal Justice/Police Science
Prudential Financial April 2014 - Present
CEB January 2013 - December 2013
Marquette Bank May 2010 - January 2013
Skills
Salesforce.com, Sales, Cold Calling
Education
Miami University 2008 — 2012
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Mass Mutual Financial Group July 2014 - Present
New York Life Insurance Company June 2013 - June 2014
Prudential Financial 2008 - 2013
Liberty Mutual Insurance 1990 - 1993
Skills
Retirement Planning, Retirement, 401k Rollovers, Insurance, Series 6, Fixed Annuities, Licensed Life Insurance..., Estate Planning, Licensed in Long Term..., Investments, Small Business, Financial Services, Life Insurance, Disability Insurance, Sales, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Finance, Long-term Care, Mutual Funds, 401k, Series 63, Securities, Term Life Insurance
Education
Michigan State University 1983 — 1985
Bachelor of Arts, Business Management
Andover Highschool Bloomfield Hills Michigan
Cambridge Investment Research, Inc. August 2014 - Present
Red Rocks Financial January 2012 - Present
Prudential Financial January 2006 - August 2014
Skills
Retirement Planning, Insurance, Life Insurance, Long-term Care, IRAs, Mutual Funds, Strategic Financial..., Disability Insurance, Investment Advisory, Wealth Management, Fixed Annuities
Education
Metropolitan State College of Denver 2000 — 2001
Bachelor of Arts (B.A.), Psychology
MetLife September 2010 - Present
Prudential Financial 2009 - 2010
Skills
Life Insurance, Wealth Management, Asset Allocation, Retirement Planning, Qualified Retirement..., Long-term Care, Disability Insurance, Investment Strategies
Education
Michigan State University 1999 — 2003
Business Administration and Management
Koexco 2006 - Present
HealthSouth 2004 - 2006
The Cornerstones Group 2000 - 2004
J.M. Huber Corporation 1996 - 2000
Reed Elsevier 1992 - 1996
McGraw Hill 1990 - 1993
Prudential Financial 1988 - 1990
Emhart Corporation - Black & Decker 1982 - 1988
PricewaterhouseCoopers 1975 - 1982
Skills
Internal Audit, Management, Sarbanes-Oxley Act, Auditing, Program Management, Management Consulting, Finance, Internal Controls, Training, Enterprise Risk..., Financial Risk, Accounting, Corporate Governance, IT Audit, Fraud, Executive Management, CPA
Education
Oakland University 1972 — 1975
MBA, Management
Michigan State University 1967 — 1969
Bachelor of Arts (BA), Psychology
Sacred Heart Seminary 1961 — 1967
Ross Financial Planning Inc. June 2014 - Present
Woodbury Financial Services June 2014 - Present
Prudential Financial February 2007 - May 2014
Skills
Retirement, Fixed Annuities, Life Insurance, Estate Planning, Financial Planning, Investments, Insurance, 401k, Finance, Financial Services
Education
Middle Tennessee State University 2001 — 2005
Bachelor's Degree, Business Administration
Watertown High School 1998 — 2001
Kicker June 2014 - Present
LAUNCHPAD industries 2014 - Present
American Express 2012 - 2013
American Express 2009 - 2012
American Express 2000 - 2008
American Express 1996 - 2000
Prudential Financial 1993 - 1996
Hospitality Valuation Services 1992 - 1993
Skills
Credit Cards, Financial Services, Payments, Relationship Management, Strategy, Analytics, Strategic Partnerships, Customer Acquisition, Banking, Business Strategy, Portfolio Management, Risk Management, Loyalty Marketing, Business Development, Merchant Services, Cards, Strategic Planning, Cross-functional Team..., Leadership, Account Management, B2B, Mobile Payments, Marketing Strategy, CRM, Electronic Payments, New Business Development, Financial Analysis, Management, Expense Management, Change Management, Payment Systems, Business Transformation, Thought Leadership, Product Management, Business Process..., Sales Management, Direct Marketing, Business Planning, Operational Risk..., P&L Management, Process Improvement, Business Analysis, Loyalty Programs, Content Strategy, Digital Media, Start-ups
Education
New York University 1995 — 1998
MBA, Marketing, Finance
Michigan State University 1987 — 1991
BA, Hotel Restaurant Management
General Motors September 2012 - Present
SapientNitro July 2011 - September 2012
SapientNitro January 2011 - July 2011
Campbell-Ewald June 2010 - January 2011
Campbell-Ewald July 2009 - June 2010
Campbell-Ewald April 2009 - June 2009
Prudential Financial September 2008 - April 2009
Prudential Financial June 2008 - September 2008
Skills
Advertising
Education
Michigan State University 2004 — 2008
B.A., Advertising
Raymond James July 2012 - Present
Franklin Templeton Investments February 2008 - April 2010
Raymond James July 2007 - February 2008
Raymond James May 2004 - July 2007
Transamerica Financial Advisors, Inc. September 2003 - May 2004
Raymond James January 2003 - September 2003
Transamerica September 2002 - January 2003
Raymond James October 1998 - August 2002
Morgan Stanley April 1994 - August 1996
Prudential Financial 1993 - 1994
Skills
Sales Operations, Thrive in..., Analytical Skills, Sales Associate to..., Excellent Interpersonal..., Long-term Customer..., Customer Satisfaction &..., Superior Work Ethic, Positive Team Player, Organization &..., Problem Solving Skills, Self-starter, Work Well Independently, Marketing Communications, Microsoft Office, Fully bilingual Spanish
Education
Miami Dade College
Associate of Arts (A.A.), Business Administration
Prudential Financial September 1998 - Present
Milltown Rescue Squad February 1988 - Present
CIBC Oppenheimer Company April 1997 - April 1998
Datamark Software, Inc February 1996 - February 1997
Skills
Vendor Management, SDLC, Risk Management, IT Strategy, Business Analysis, Video Conferencing, Video Codec, Polycom Video..., Cisco Video Conference, Disaster Recovery, Visio, Project Portfolio..., Software Installation, Hardware
Education
Middlesex County College 1991 — 1994
Master of Arts (M.A.), Photography
University of Hartford 1990 — 1991
JK 1981 — 1986
Northeast Planning Associates, Inc. December 2005 - Present
Prudential Financial August 1998 - December 2005
Skills
401k, Retirement Planning, Long-term Care, Financial Planners, Retirement, Strategic Financial..., Wealth Management, Estate Planning, Investments, Asset Allocation, Mutual Funds, Disability Insurance, Securities, Fixed Annuities, Series 7, Insurance, Investment Advisory, Investment Strategies, Portfolio Management, Asset Managment
Education
Merrimack College 2005 — 2006
certified financial planner program
Plymouth State University 1992 — 1997
Bachelors, Marketing
Public Consulting Group May 2011 - Present
Prudential Financial December 2009 - May 2011
King Real Estate August 2008 - January 2010
Getty Gas & Convenience March 2008 - July 2009
Obmit Development August 2007 - December 2008
Exsos July 2008 - October 2008
World Wide Acquisitions April 2008 - July 2008
Education
Investment Banking Institute 2009 — 2009
Kent Prep School
Merrimack College
Bachelor of Science, Business administration 2009; Accounting
Merkle October 2014 - Present
Merkle November 2010 - Present
Prudential Financial February 2009 - January 2011
Aetna 2005 - 2008
Mintz & Hoke 2000 - 2005
Mintz & Hoke Advertising Agency 2000 - 2005
Wolf Group 1994 - 2000
Meldrum & Fewsmith Advertising 1994 - 1999
Skills
Marketing Strategy, Direct Marketing, Integrated Marketing, Analytics, Marketing Communications, Web Analytics, Email Marketing, Marketing, Insurance, Online Marketing, Strategy, Digital Marketing, Online Advertising, Digital Strategy, Management, Interactive Marketing, Account Management, Segmentation, Direct Mail, Project Management, Market Research, Social Media Marketing, Customer Acquisition, Database Marketing, SEO, Advertising, B2B, CRM, Mobile Marketing, Multi-channel Marketing, Financial Services, E-commerce, Lead Generation, Leadership, Social Media, Relationship Marketing, Customer Insight, Competitive Analysis, Salesforce.com, Product Marketing, Marketing Management, B2B Marketing, Customer Retention, Campaign Management, Market Analysis
Education
Miami University 1984 — 1988
Bachelor of Science (BS) and Sociology, Business Administration
Beachbody October 2013 - Present
Legal Edge Real Estate, Inc. August 2010 - Present
Soxasm Clothing Company June 2005 - Present
Vanity World September 2010 - August 2014
Prudential Financial March 2009 - September 2010
WorldWinner December 2003 - January 2009
Laverdes Market August 1996 - December 2003
Group III Promotions (Draft WorldWide) September 2001 - January 2002
Skills
Real Estate, Negotiation, Customer Relations, Microsoft Office, Coaching, Investments, Contract Negotiation, Problem Solving, Research, Online Marketing, Customer Service, Social Media Marketing, Selling, Leadership
Education
University of Massachusetts Boston 2000 — 2003
Criminal Justice, Philosophy of Law, Criminal Law and Philosophy
Merrimack College 1999 — 2000
Designed Outcomes January 2005 - Present
Interchange Associates, Inc. January 2004 - Present
Prudential Real Estate and Relocation Services September 1996 - December 2003
Prudential Financial September 1974 - September 1996
United States Navy May 1971 - October 1974
Skills
Leadership Development, Transition and..., Succession Planning, Executive Coaching, Strategic Planning, Financial Analysis, Coaching, Negotiation, Contract Negotiation, Change Management, Team Building, Team Leadership, Budgets, Strategy, Leadership, Mergers & Acquisitions, Process Improvement, Entrepreneurship, Due Diligence, Start-ups, Real Estate, Management, Business Development, Marketing, Marketing Strategy, Program Management, Management Consulting, Workshop Facilitation, Business Planning, Consulting, Organizational..., Business Analysis, Analysis, Finance, Investments, New Business Development, Managerial Finance, Accounting, Executive Management, Insurance, Public Speaking, Small Business, Business Process..., Risk Management, Strategic Consulting, Operations Management, Training, Integrated Marketing, Business Strategy, Selling
Education
Fairleigh Dickinson University-Florham Campus 1975 — 1982
MBA, Accounting and Taxation
Michigan State University 1966 — 1970
BS, Education
McGraw Wentworth, a Marsh & McLennan Agency LLC company December 2014 - Present
Arthur J. Gallagher & Co. February 2012 - December 2014
Sun Life Financial February 2011 - February 2012
Prudential Financial February 1998 - February 2011
Skills
Disability Insurance, Health Insurance, Health Savings Accounts, Employee Benefits, Insurance, Life Insurance, Underwriting, Group Insurance, Long-term Care, Benefits Administration, COBRA, Brokers, Strategic Planning, Business Strategy, Term Life Insurance, Claim
Education
Michigan State University 1986 — 1990
Bachelor of Arts (B.A.), Business Administration, Management and Operations
TMG Health January 2015 - Present
Prudential Financial June 2010 - October 2013
Prudential Financial May 1998 - June 2010
Prudential Financial May 1994 - May 1998
Prudential Financial May 1992 - May 1994
Print Data Corporation May 1990 - May 1992
First Investors May 1988 - May 1990
First Investors March 1986 - May 1988
Skills
WPF Development, WCF Services, C# 4.0, Web Design, Web Development, ASP.NET AJAX, ASP.NET, Visual C++, Photoshop, Systems Analysis, XML, XSLT, Collaborative Problem..., Project Delivery, User Controls, Java Enterprise Edition, JSP, JDBC, DHTML, HTML, JavaScript, ASP, SDLC, Computer Programming, Requirements Analysis, Front End Developers, MVVM, XAML, CSS, Backend Development, AJAX Toolkit, .NET CLR, C++, Application..., Problem Solving, Abstraction, Front-end Coding, Technology Research, Software Design Patterns, Information Seeking, Event Handling, XMLBeans, W3C Standards, DOM Scripting, Hardware Installation, IT Hardware Support, Visual Basic 5.0/6.0, Visual Interdev, COM Interop, Purchasing
Education
Middlesex County College 1990 — 1992
Associate in Applied Science (AAS), Computer Science
Accountemps April 2013 - Present
Kelly Services May 2009 - April 2013
Latino Family Services October 2007 - February 2008
Ford Motor Credit Company March 1996 - February 2007
Retail Productivity Management January 1994 - January 1996
Woolworth Corporation January 1995 - December 1995
Prudential Financial January 1994 - December 1994
Skills
Project Management, Analysis, Management, Process Improvement, Risk Management, Recruiting, Budgets, Strategic Planning, Vendor Management, Business Analysis, Data Analysis, Customer Service, Team Building, Team Leadership, Change Management, Call Center..., Six Sigma, Performance Management, Call Centers, Integration, Leadership, Organizational..., Accounting, Training, Human Resources, Time Management, CRM, Finance, Program Management, Insurance, PowerPoint, Interviews, Microsoft Office
Education
David B Hermelin ORT Resource Center 2012 — 2012
Class, Quickbooks 2012
David B. Hermelin ORT Resource Center 2010 — 2011
Certificate, Microsoft Office
Dale Carnegie 2005 — 2005
Certificate, Communications
Growth Strategies 2002 — 2002
Certificate, Teaching on the Internet
Michigan State University 1991 — 1994
Bachelor of Arts, Marketing
Detroit Country Day School 1987 — 1990
Diploma, College Prep
IBM January 1997 - Present
Prudential Financial March 1976 - December 1996
Skills
Resource Management, PMP, Project Portfolio..., Testing, Vendor Management, Enterprise Architecture, Project Management, SDLC, Business Analysis, IT Service Management, IT Management
Education
Metropolitan State University 1982 — 1986
BA, Business
Minneapolis Community and Technical College 1978 — 1982
AA, Business
Paychex April 2014 - Present
Automatic Data Processing Insurance Agency, Inc. October 2012 - April 2014
Prudential Financial October 2008 - October 2012
Madison Home Mortgage February 2008 - September 2008
Montgomery Mortgage Capital October 2005 - January 2008
AT&T Mobility October 2003 - June 2005
Skills
Insurance, Employee Benefits, Sales, Finance, Financial Services, Disability Insurance, Customer Service, Sales Management, Sales Process, Cold Calling, Salesforce.com, Property & Casualty..., Relationship Management, Mortgage Lending, Retirement Planning, Health Insurance, Life Insurance, Account Management, Direct Sales, Building Relationships, Retirement, CRM, Underwriting, Sales Presentations, Long-term Care, Commercial Insurance, 401k, Financial Advisory, Relationship Building, Strategic Consulting, Credit, Investments, Phone Skills, Insurance Planning, Professional Services, Telephone Skills, Property, Financial Analysis, Client Relationship..., Client Services, Licensed Property &..., Strategic Financial..., General Insurance, Selling, Leadership
Education
Middlesex County College 1999 — 2003
Associates, Liberal Arts, Music, Business
East Brunswick High School 1995 — 1999
Prudential Financial August 2014 - Present
Vanguard October 1998 - August 2014
Vanguard October 1998 - August 2014
SUPERVALU August 1996 - August 1998
SUPERVALU August 1996 - August 1998
Equity Group Investments August 1994 - August 1996
Equity Group Investments August 1994 - August 1996
Underwriters Laboratories August 1991 - August 1994
John Hancock September 1984 - August 1991
Skills
Communications..., Client Services, Relationship Management, Creative Team Leadership, Strategic Communications, Client Presentation, Persuasion/Negotiation, Project Management, Marketing, Management, Financial Services, Creative Direction, Strategy, Strategic Planning, Team Leadership, Mutual Funds
Education
Michigan State University 1979 — 1983
Bachelor of Arts (B.A.), Journalism
University of Michigan 1978 — 1979
Michigan State University
B.A, Journalism
Baystate Financial June 1997 - Present
Prudential Financial June 1987 - June 1997
Skills
Succession Planning
Education
Merrimack College 1983 — 1987
BA, Management/Marketing
Medfield High School 1981 — 1983
New Providence, NJ 1977 — 1978
Raymond James April 2005 - Present
Wachovia Securities February 2003 - April 2005
Prudential Financial November 1992 - February 2003
Education
Michigan State University 1988 — 1992
Bachelors Degree Business Administration, Finance
Self employed / Free lancer May 2008 - Present
Prudential Financial July 2006 - May 2008
Homekey Mortgage Co. April 2004 - April 2005
Cummins Power Generation November 2001 - May 2003
Cummins Power Generation July 1999 - November 2001
General Electric June 1993 - January 1998
General Electric June 1984 - June 1993
Skills
Sales Management, Electronics, International Sales, Staff Development, Business, Business Development, Account Management, Sales, Marketing, New Business Development, Strategic Planning, Project Management, Training, Product Development, Change Management, Negotiation, Contract Negotiation
Education
Metropolitan State University 1994 — 1997
B.A., Business, Marketing
Brown Institute 1982 — 1984
Assoc. Degree, Electronics: Communications, Computers, Audio, Television
Golfstruck, Inc. March 2010 - Present
The Bergen Record May 2000 - September 2012
Ramapo High School January 2001 - May 2012
PGA TOUR January 1995 - December 1998
CS First Boston January 1992 - December 1994
Morgan Stanley Smith Barney January 1984 - December 1989
Prudential Financial January 1979 - December 1983
Skills
Ozzie is the instructor..., Investment Banking, Sports, Marketing, Golf
Education
PGA Business School 1972 — 1975
Class "A" PGA Professional, Instruction & Pro Shop Operations
Michigan State University 1968 — 1970
Graduate Studies Education / Psychology
Oakland University 1965 — 1968
BS, Finance & Economics
U.S. Air Force Academy 1964 — 1965
Business
Meadowbrook Insurance Group February 2003 - Present
Prudential Financial September 2000 - January 2003
Aetna September 1997 - September 2000
Skills
New Business Development, Health Insurance, Employee Benefits, Disability Insurance, Brokers
Education
Michigan State University - The Eli Broad Graduate School of Management 1987 — 1991
Bachelor of Science (BS), Finance, General
Business Transformation Knowledge & IT Director Development Roadmaps 21st Century Insurance April 2013 - Present
Prudential Financial August 2009 - January 2013
Whonk April 2006 - February 2009
GE January 2002 - June 2005
OneTrace, Inc. 2001 - 2001
eVoice May 2000 - August 2000
Telcordia Technologies (Bellcore - a large spinout from Bell Labs) May 1988 - July 1999
WorldTeach 1993 - 1993
IBM 1984 - 1985
Skills
Competitive Analysis, Project Planning, Analysis, Management, SDLC, Process Improvement, Team Building, Databases, Project Management, Consulting, C, Survey Research, Business Planning, Interviews, Testing, Leadership, Product Management, Scripting, New Business Development, Microsoft Excel, Strategy, Wireless, Six Sigma, Marketing Strategy, Asset Management, Forecasting, Powershell, VBA, Account Management, Direct Marketing, Sales Operations, Strategic Planning, Requirements Gathering, Test Planning, Consultative Sales..., Voice of the Customer, ISO 9001, Telecommunications, Networking, Network Security, Unix, Microsoft Office, Training, Business Strategy, Cross Selling, Proposal Writing, Process Automation, Public Speaking, Capacity Planning, Computer Science
Education
Yale University 1999 — 2001
Master of Business Administration (MBA), Corporate Strategy and Business Planning
Yale University - Yale School of Management 1999 — 2001
MBA, Corporate Strategy and Business Planning
University of Illinois at Urbana-Champaign 1987 — 1988
M.S. Digital Signal Processing, Electrical Engineering
Michigan State University
B.S., Computer Science (Computer Engineering focus)
Portage Northern High school
Diploma
Capital City Financial Partners, LLC November 2011 - Present
PM Financial Group August 2009 - Present
Allstate Financial Services 2004 - 2008
Prudential Financial 2000 - 2004
Skills
Strategic Financial..., Retirement, Estate Planning, Retirement Planning, Long-term Care, Life Insurance, Fixed Annuities, Insurance, Mutual Funds, Series 7, Disability Insurance, Series 63
Education
The American College 2005 — 2010
Chartered Life Underwriter
CERTIFIED FINANCIAL PLANNER Board of Standards 2005 — 2005
CFP, Certificant, 2005
Corporation for Long Term Care Certification 2001 — 2001
CLTC
Miami University 1993 — 1997
BA, Zoology
Public Sector Healthcare Account Executive Sprint March 2006 - Present
National Training Company, Inc August 2005 - February 2006
Anacom MedTek October 2004 - January 2006
Equitis Asset Management July 2003 - August 2004
The Perfect Trade August 2001 - July 2003
Prudential Financial May 2000 - July 2001
Blackhawk Network January 1997 - July 1997
DeRoyal November 1995 - August 1996
AirTouch July 1993 - November 1995
Skills
Telecommunications, Solution Selling, VoIP, Wireless, Direct Sales, Sales Process, Mobile Devices, MPLS, Co-location, Managed Services, Customer Retention, IP, Salesforce.com, Cellular Communications, Unified Communications, Healthcare Industry, Financial Services, Strategic Partnerships, Account Management, Channel Partners, M2M, SIP Trunking, Selling, Call Centers, Sales Operations, SaaS, Mobile Technology, Cloud Computing, Cold Calling, SIP, Strategy
Education
Quinlan School of Business, Loyola University Chicago 1998 — 2000
Master of Business Administration (MBA), Economics and Finance
Michigan State University
Bachelor of Arts (BA), Journalism
Copesan Services, Inc. (Wil-Kil Pest Control) January 2013 - 2013
UnitedHealth Group May 2010 - March 2012
Ameriprise Financial December 2006 - March 2008
Ameriprise Financial May 2005 - December 2006
Ameriprise Financial April 2003 - May 2005
Ameriprise Financial December 2002 - April 2003
Minneapolis Grain Exchange August 2002 - December 2002
TD Ameritrade June 1999 - March 2002
Prudential Financial October 1996 - February 1998
Skills
Relationship Development, Sales Management, Proven Leader, Negotiation, Business Development, Recruiting, Coaching, Project Management, Public Speaking, Management, Training, Social Influence, Series 7, Retirement Planning, Retirement, Strategic Financial..., Mutual Funds, Insurance, Financial Planners, Selling, Financial Advisory, Leadership, Fixed Annuities, Investments, Business Planning, Financial Services, Estate Planning, Finance, Life Insurance, Disability Insurance, CRM, Process Improvement, Banking
Education
University of Wisconsin-Madison 1992 — 1994
BBA, Finance, Investments and Banking
Menomonie High School
Metropolitan State University
BS, Finance
The American College
CLU / ChFC
Church of St. Vincent de Paul, Diocese of Mpls & St Paul 2001 - Present
Prudential Financial 1981 - 1991
Skills
Microsoft Excel, Accounts Payable, Accounts Receivable, Customer Service, Sales, PowerPoint, Microsoft Word
Education
Metropolitan State University
Bachelor of Science (B.S.), Business Administration and Management, General
Prudential Financial November 2014 - Present
The Vanguard Group October 2013 - November 2014
The Vanguard Group January 2012 - September 2013
Medical Mutual Liability Insurance Society of Maryland June 2011 - August 2011
Towson University September 2009 - May 2011
Miami Dade Community College September 2008 - July 2009
Skills
VBA, Probability, Statistics, Actuarial Science, Quantitative Finance, Actuarial Exams, Risk Management, Calculus, Econometrics, Statistical Modeling, Quantitative Analytics, Monte Carlo Simulation, Predictive Modeling, Time Series Analysis, Data Mining, Linear Algebra, Bloomberg, Derivatives
Education
Temple University - Fox School of Business and Management 2012 — 2014
Master of Science (MS), Financial Engineering
Towson University - Center of Actuarial Excellence (CAE) 2009 — 2011
Bachelor of Science, Actuarial Science and Risk Management
Miami Dade College 2008 — 2009
Associate of Art, Mathematics
Salt River Project March 2012 - Present
FreeLife International January 2008 - March 2012
Mitel March 2005 - December 2007
Prudential Financial March 2002 - March 2005
Motion Systems June 1996 - July 2001
Skills
SDLC, Business Analysis, Visio, Business Process..., SharePoint, Process Improvement, Requirements Gathering, Team Building, Vendor Management, Business Intelligence, Requirements Analysis, Team Leadership, Business Requirements, Software Documentation, Project Management, Program Management
Education
Western International University 2003 — 2005
B.S., Accounting
Mesa Community College 1989 — 1993
AAS, Computer Information Systems
New York Life, Eagle Strategies, LLC October 2014 - Present
Barclays Wealth May 2011 - September 2013
Fiserv February 2007 - May 2011
Merrill Lynch December 2003 - February 2007
Prudential Financial January 2003 - June 2003
MetLife Financial Services July 2001 - November 2001
Buck Consultants International July 1998 - July 2000
Pershing November 1993 - July 1998
Skills
Marketing Communications, Strategy, Internal Communications, Direct Marketing, Business Development, Corporate Communications, Integrated Marketing, Advertising, Management, Digital Media, Budgets, Marketing, Analysis, Leadership, Financial Services, Business Strategy, Sales, Social Media, Email Marketing, Online Marketing, CRM, Digital Marketing, Product Marketing, Marketing Management, Strategic Partnerships, Market Research, Lead Generation, Social Media Marketing, Marketing Strategy, Online Advertising, Public Relations, Competitive Analysis, Brand Development, Product Management, SEO, E-commerce, Digital Strategy, B2B, Analytics, SEM, Strategic Communications, Salesforce.com, Social Networking, Brand Management, Content Management, Entrepreneurship, Web Analytics, Start-ups, Market Analysis, Copywriting
Education
St. Peter's College 1994 — 1998
Bachelor's degree, Business Management
Middlesex County College
Associate's degree, Business Administration
Innovative Financial Advisors May 2009 - Present
Innovative Financial Group, LLC - Financial Planning Specialists January 2000 - Present
NJSIAA-Capital Track Association February 2011 - December 2014
New England Financial March 1999 - October 2003
Prudential Financial October 1987 - December 1998
Jack LaLanne/Bally's Health Clubs March 1979 - June 1987
Skills
Employee Benefits, Financial Planning, Investments, Insurance, Estate Planning, Retirement, Retirement Planning, Long Term Care, Annuities, Disability Insurance, Investment Advisory, Mutual Funds, Asset Allocation, Strategic Financial..., Fixed Annuities, Financial Planners, Financial Advisory, Financial Services, Wealth Management, 401k, Equities, Investment Strategies, Small Business, Asset Management, Wealth, Securities, Portfolio Management, Investment Management, Pensions, IRAs, Wealth Management..., Personal Finance, SEP IRA, Roth IRA, Long-term Care, Life Insurance, Series 7, Series 63, Long Term Care Insurance, FINRA
Education
The American University 1987 — 1991
Registered Investment Advisor, Comprehensive Financial, Estate, Retirement, & Educational Planning
Middlesex County College 1974 — 1976
Associates, Business Mgmt. & Marketing
South Plainfield High School 1970 — 1974
diploma, The usual courses
Advanced Resources July 2015 - Present
Prudential Financial April 2014 - July 2015
Prudential Financial July 2013 - July 2015
Prudential Financial September 2013 - March 2014
Skills
Public Speaking, Teamwork, Customer Service, Time Management, Leadership, Marketing, Account Management, Sales, New Business Development, Sales Management, Critical Thinking, Competitive Analysis
Education
Miami University 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Business Legal Studies
Loyola Academy College Preparatory School 2005 — 2009
Allegiant Capital, PLLC May 2015 - Present
MassMutual Financial Group March 2014 - Present
Prudential Financial May 2012 - March 2014
Maru Sushi and Grill January 2010 - August 2012
Darden Restaurants 2007 - 2009
A&D Sealing 2007 - 2007
Skills
Financial Analysis, Bilingual, Personal Finance, Entrepreneurship, Life Insurance, Asset Management, Series 6, International Economics, Team Leadership, Long Term Care Insurance, Series 63, Variable Products, Mutual Funds, Estate Planning, Fixed annuities, Life and Health..., Whole Life, 401(k) Roll Overs, IRA’s, 529 Plans, Asset Allocation, Variable Annuities, Business Succession..., Series 65, Registered Investment..., Financial Planning, Leadership, Public Speaking, Disability Insurance, Microsoft Office, Fixed Annuities, Retirement
Education
Michigan State University 2006 — 2011
Bachelor of Science (BS), Major: International/Global Studies Minor: Economics/Japanese
Metalogix Software June 2015 - Present
Prudential Financial 2014 - February 2015
DFW Consultants, Inc. May 2014 - July 2014
Matrivax Research&Development Corporation May 2013 - August 2013
Skills
Customer Service, Sales, Microsoft Excel, Leadership, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Time Management, Social Media, Photoshop, Research, Event Planning, Social Networking, Training, SharePoint, Salesforce.com
Education
Merrimack College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Prudential Financial June 2015 - Present
J.F. Canning & Associates November 2001 - June 2015
Mercedes Benz Fashion Week February 2004 - September 2006
Skills
Strategic Planning, Customer Service, Sales, Property & Casualty..., Marketing, Insurance, Graphic Design, Team Building, Life Insurance, Public Speaking, Disability Insurance, Social Media, Social Networking, Financial Services, Series 6, New Business Development, Management, Microsoft Office, Small Business, Leadership, Training, Negotiation, Term Life Insurance, Risk Management, Investments, Financial Planning, Retirement Planning, Retirement, Mutual Funds, Brokers, Variable annuities, Variable Life, Variable Products, Series 63
Education
Middlesex Community College
General Studies
Jefferies & Company April 2010 - Present
Prudential Financial January 2001 - April 2010
Prudential Financial January 1999 - January 2001
Bear Stearns January 1995 - January 1999
Bear Stearns January 1992 - January 1999
Bear Stearns January 1989 - January 1992
Skills
Disaster Recovery, Windows Server, Servers, Business Analysis, Data Center
Education
Metropolitan Institute Of Networking Technology Jersey
Middlesex County College
Computer Science
Union County College
Computer Science
LinkedIn April 2015 - Present
salesforce.com August 2009 - April 2015
Galt & Company May 2009 - July 2009
kaia foods January 2008 - March 2009
Marakon Associates September 2006 - December 2007
Microsoft June 2005 - August 2005
CSL November 2003 - June 2004
AccessCAPITAL February 2001 - May 2002
My Duc Ceramics JV Co November 1997 - January 2001
Prudential Financial August 1995 - October 1997
Skills
Salesforce.com, SaaS, Go-to-market Strategy, Financial Modeling, Segmentation, Sales Operations, Sales Effectiveness, Mandarin, Vietnamese, Private Equity, Business Development, Mergers & Acquisitions, Corporate Development, Management Consulting, Strategy, Enterprise Software
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance
Middlebury College 1991 — 1995
Bachelor of Arts (B.A.), East Asian Studies
Prudential Financial June 2015 - Present
Chubb Insurance June 2014 - August 2014
Americorps Bonner Leader Program September 2010 - September 2013
United States Air Force June 2006 - June 2010
Skills
Research, Public Speaking, Leadership Development, Teaching, Community Outreach, Program Development, Program Management, Social Networking, Leadership, Microsoft Office, Data Analysis, Project Management, Strategic Planning, Customer Service, Government, Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft PowerPoint, Prezi, Stata, SAS programming, PowerPoint, Nonprofits, Time Management, Fundraising, Budgets, Editing, Training, Access, Analysis, Social Media, Management, Teamwork, Communication
Education
NYU School of Professional Studies 2015 — 2016
Certificate in Portfolio Management
Rutgers University-New Brunswick 2012 — 2015
Bachelor of Arts (B.A.), Economics, Minor in Statistics
Middlesex County College 2010 — 2012
AA, Liberal Arts and Sciences, General Studies and Humanities
The Oechsli Institute (Affiliation) June 2008 - Present
Hilliard Lyons November 2004 - April 2008
Legg Mason July 1998 - November 2004
Prudential Financial March 1990 - June 1998
Merrill Lynch October 1984 - March 1990
Sullair, LLC August 1976 - October 1984
Procter & Gamble March 1972 - June 1974
Skills
Leadership, Business Development, Management, Financial Services, Business Planning, Finance, Strategic Planning, Financial Advisory, Sales, Investments, Training, Organizational..., Marketing, Management Consulting, Mergers & Acquisitions, Business Analysis, Coaching, Insurance, Executive Coaching, Leadership Development, Business Process..., Business Strategy, Team Building, Strategy, Public Speaking, Marketing Strategy, New Business Development, P&L Management, Social Media Marketing
Education
Rensselaer Polytechnic Institute 1975 — 1976
Master of Business Administration (MBA), Business Administration and Management
University of Pittsburgh
Bachelor of Arts (B.A.), Political Science and Government
Michigan State University 2005 — 2006
Chartered Wealth Advisor-Certificate, Estate and Wealth Strategies Institute
Wharton School, University of Pennsylvania 2004 — 2006
Executive Education Certificate, Securities Industry Institute
EARJ-Rio de Janeiro, Brazil
Primary
Prudential Financial August 2010 - Present
US Bancorp Investment Inc September 2009 - August 2010
The Hartford September 2006 - September 2009
The Hartford April 2005 - September 2006
Skills
Written Communication, Customer Service, Customer Satisfaction, Problem Solving, Critical Thinking, Data Analysis, Data Entry, Microsoft Office, Microsoft Excel, Microsoft Word, 10 Key, Time Management, Diverse Groups, Diverse Groups Of People, Conflict Resolution, Scheduling, Training & Development, Mentoring, Coaching & Mentoring, Subject Matter Experts, Interviewing Skills, Procedure Development, Policy Research, Account Reconciliation, Fund Administration, Teamwork, Cross-training, Sarbanes-Oxley Act, Communication, Life Insurance, Human Behavior, Business Management, Psychology, Lotus Notes, Staff Development
Education
Metropolitan State University
Master of Business Administration
Winona State University
Bachelor of Arts, Psychology
LOTUS UNITED June 2015 - Present
Paycom October 2013 - April 2015
Prudential Financial April 2013 - September 2013
The Hartford October 2012 - March 2013
The Hartford January 2012 - September 2012
Community Crisis Center Hotline May 2011 - December 2011
The Miami Student April 2010 - December 2011
Skills
Sales, Time Management, Insurance, Microsoft Excel, Written & Oral..., PowerPoint, Customer Service, Training, Microsoft Word, Account Management, Social Networking, Volunteering, Public Relations, House, Newsletters, Intermediate Russian, PowerPoint skills, Excel, Merlin Navigation, Resource House, HR Consulting, Human Resources, Payroll Processing, Payroll Services, COBRA, Government and..., HRIS, Expense Management, Surveying, Payroll Analysis, Interviews, Management, Marketing, Leadership, Event Planning, Social Media, Public Speaking, Social Media Marketing, Strategic Planning, Relationship Building, Sales Management, Salesforce.com, Team Building, Research, Cold Calling
Education
Saint Petersburg State Polytechnic University, Russia 2011 — 2011
Russian Studies
Miami University 2008 — 2011
International Studies, Russian/Eurasian Studies
Novgorod State University, Novgorod, Russia 2009 — 2009
Russian Studies
Self-employed Support Live-Chat Spec/ E-mail SpecialistTCF BankJune 2014 - Present
Family Mental Health June 2011 - Present
Allianz Insurance March 2012 - November 2012
Medtronic June 2006 - July 2011
Ameriprise Financial Services, Inc. January 2002 - March 2004
Prudential Financial January 2000 - January 2002
Skills
Insurance, Invoicing, Customer Service, Financial Services, Claim, Accounting, Finance, Microsoft Word, PowerPoint, Sales
Education
Metropolitan State University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
North Hennepin Community College 2007 — 2009
Associate's degree, Accounting and Finance
Tishman Speyer August 2014 - Present
J.P. Morgan Asset Management September 2011 - August 2014
Prudential Financial July 2010 - August 2010
Prudential Financial May 2009 - August 2009
Skills
Marketing, Strategic Communications, Social Media Marketing, Digital Media, Press Releases, Public Relations, Blogging, Leadership, Internal Communications, Cross-functional Team..., Digital Strategy, Digital Marketing, Integrated Marketing, Social Media, Online Advertising, Marketing Communications, Email Marketing, Advertising, Social Networking
Education
Miami University 2007 — 2011
Bachelor of Arts, Strategic Communication
Princeton University September 2011 - Present
Prudential Financial June 2007 - January 2008
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2008
Accounting
Middlesex County College
Electrical Engineering
TIAA-CREF June 2015 - Present
Merrill Lynch October 2014 - May 2015
Prudential Financial March 2012 - September 2014
BB&T April 2011 - September 2011
Red Ventures November 2010 - March 2011
AFLAC March 2008 - October 2010
Various Language Schools-Aspec Idiomas,Bridge Institute of English,Babilon Language Center November 2009 - August 2010
Jacksonville Digestive Diseases Clinic March 2007 - March 2008
Cebuana Lhuillier Republic of Philippines National Team October 2007 - December 2007
TEFL Barcelona Teacher Training November 2006 - December 2006
Skills
Sports Marketing, Retirement, Risk Management, Team Building, Series 6, Management, Finance, Banking, Small Business, Long-term Care, Process Improvement, Health Insurance, Account Management, Mutual Funds, PowerPoint, Series 7, Underwriting, Event Planning, Training, Cold Calling, Project Management, Budgets, Social Media Marketing, Financial Services, Sales Management, Marketing Strategy, Social Media
Education
Meredith College 2002 — 2006
BS, International Business
International House London
Cross-Cultural Training & Language Seminar
Universidad de Santiago de Compostela
Summer 2004 Meredith College Study Abroad
White Oak High School
Robert W. Baird & Co. February 2001 - Present
Prudential Financial June 1987 - February 2001
Skills
Investment Strategies, Financial Analysis, Financial Modeling, Asset Allocation, Finance, Portfolio Management, Securities, Series 7, Investments, Wealth Management, Process Improvement, Series 63, Analysis, Retirement Planning, Asset Management, Financial Services, Investment Advisory, Mutual Funds, Strategic Financial..., Hedge Funds, Economics
Education
Walsh College of Accountancy and Business Administration 1983 — 1998
Master's degree, Corporate Finance
Michigan State University
Indeed.com November 2014 - Present
Indeed.com September 2013 - November 2014
PFP Services April 2013 - September 2013
Robert Half International, OfficeTeam Division May 2011 - April 2013
Prudential Financial August 2009 - May 2011
The Hanover Insurance Group June 2008 - August 2008
The Hartford May 2007 - August 2007
Skills
Temporary Staffing, Consulting, Management, Financial Services, Applicant Tracking..., Technical Recruiting, Temporary Placement, Talent Acquisition, Recruiting, Sales, Contract Recruitment, Resume Writing
Education
Merrimack College 2005 — 2009
B.S. Business Administration, Marketing
Branford High
University of Miami March 2015 - Present
University of Miami January 2014 - March 2015
Clinilabs June 2013 - January 2014
BioClinica (Formerly CoreLab Partners) October 2011 - June 2013
BioClinica (Formerly CoreLab Partners) February 2011 - October 2011
Bob Ciasulli Auto Group June 2010 - September 2010
PulteGroup January 2003 - June 2010
Prudential Financial 2001 - 2003
Quail Creek Pharmacy 2001 - 2002
Loews Cineplex Entertainment 1998 - 2001
Skills
Sales and Marketing, Planning and Scheduling..., Marketing Design and..., Expert use of CRM,..., Advanced use of..., Advanced Organizational..., Project Management, Team Building, Team Leadership, Teamwork, Quality Assurance, Project Team Management, Medical Terminology, Medical Imaging, CRO, Cross-functional Team..., Biotechnology Industry, Clinical Trials, Event Management, Management, Training, Clinical Research, Marketing Strategy, Leadership, Protocol, Clinical Development, Oncology, GCP
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
BA, Information Technology and Informatics, Communications
Middlesex County College 2004 — 2004
Construction Management Certification Program, Construction
American School of Business 2005 — 2005
New Jersey Licensed Real Estate Agent, Real Estate
Ocean School of Real Estate 2009 — 2009
New Jersey Licensed Real Estate Broker, Real Estate
Ocean County College 2009 — 2009
Sales Management Certification
Ocean County College 2010 — 2010
Supervision and Management Certification
Policy Inspector, Inc. September 2012 - Present
Bongiorno Insurance Agency January 1989 - Present
National Life Group March 2000 - February 2007
Prudential Financial September 1975 - November 1989
Skills
Insurance, Financial Advisory, Entrepreneurship, Lost Insurance Policies, Annuity Sales, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, Small Business
Education
Merrimack College 1966 — 1970
Bachelor's degree
The American College
CLU, CHFC, CASL
Ohio National Financial Services December 2014 - Present
Gardens Alive March 2013 - Present
Nurtur Holdings LLC August 2010 - Present
Prudential Financial June 2009 - August 2009
Skills
Management, Risk Management, Project Management, Employee Benefits, Teamwork, Recruiting
Education
Miami University
Bachelor of Science (BS), Accounting
Ignite Powered by Stream Energy May 2011 - Present
Prudential Financial January 1994 - December 2005
Burlington Air Express October 1988 - December 1993
Amtrak July 1972 - September 1988
Skills
Microsoft Office, Contract Negotiation, Investments, Insurance, Customer Relations, Small Business, Strategic Planning, Budgeting, Business Planning, Negotiation, Coaching, Public Speaking, New Business Development, Customer Service, Marketing Strategy, Team Building, Business Strategy, Mentoring, Account Management, Entrepreneur, Team Leadership, Planning, Sales Management, Problem Solving, Direct Sales, Supervisory Skills, Networking, Budgets, Leadership, Entrepreneurship, Management, Email Marketing, Sales, Sales Process, Training, Business Development, Leadership Development, Social Networking, Project Planning, Social Media Marketing
Education
H. B. Plant High School 1962 — 1964
College Prep
Miami Dade College
Prudential Financial April 2004 - Present
CIGNA January 2003 - April 2004
CIGNA Retirement & Investment Services May 1985 - December 2002
CIGNA May 1983 - May 1985
Connecticut General Life Insurance Company June 1980 - May 1983
Skills
Employee Benefits, Investments, ERISA, Employee Training, Management, Pensions, Defined Benefit, Insurance, Retirement Planning, Retirement, Financial Services, 401k
Education
Middlebury College 1976 — 1980
BA, Economics
General Electric - Energy Management 1999 - Present
Ernst & Young 1998 - 1999
Hackett & Arnold 1996 - 1998
LN Insurance Company 1993 - 1995
Prudential Financial 1992 - 1993
Skills
Enterprise Risk..., Risk Management, General Management, Legal Compliance, Strategy, Risk Analysis, Compliance, Process Improvement
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA
Miami University
B.A.
Sewickley
Sewickley
The Benefit Advantage Inc. November 2012 - Present
Freedom One Financial Group December 2009 - November 2012
Freedom One Financial Group November 2004 - November 2009
Prudential Financial September 2003 - November 2004
M & O Marketing 2002 - 2003
Skills
Retirement Planning, Financial Services, Management, 401k, Retirement Plan..., Retirement, IRAs, Mutual Funds, Investment Advisory, Defined Benefit, ERISA, Asset Allocation, Wealth Management, Investment Strategies, Pensions, Series 7, Alternative Investments, Investments, Securities, Strategic Financial..., Relationship Management, Due Diligence, Portfolio Management, Roth IRA, Asset Management, Financial Advisory, Series 63, Equities, Financial Analysis, Employee Benefits, Defined Contribution, Fixed Annuities, Series 65, Life Insurance, Investment Management, Business Planning, Uniform Combined State..., Insurance, Profit Sharing
Education
Michigan State University 1997 — 2001
Bachelors, Business Marketing
Royal Oak Kimball High School 1992 — 1996
High School Diploma, General Studies
Blue Cross Blue Shield of Arizona May 2014 - Present
Honeywell Information Systems April 2013 - April 2014
Arizona Department of Education April 2012 - March 2013
Microsoft September 2011 - May 2012
Microsoft July 2011 - September 2011
Microsoft September 2009 - September 2011
Microsoft 2006 - 2011
Prudential Real Estate and Relocation 2005 - 2006
Prudential Financial 2005 - 2006
Dunamikos, LLC. 2001 - 2004
Skills
Enterprise Architecture, Enterprise Software, SharePoint, Project Planning, Networking, Business Intelligence, SDLC, Software Development, Microsoft SQL Server, Integration, Cloud Computing, .NET, Agile Methodologies, Requirements Analysis, Software Project..., IT Strategy, Business Analysis, C#, SQL, ASP.NET, Solution Architecture, IT & Business Strategy..., Program Management, Scrum, Architecture, Web Services, SaaS, XML, Visio, Consulting, Databases, Governance, Architectures
Education
The National Graduate School 2010 — 2011
Bachelor of Science, Quality Management
Mesa Community College 1983 — 2005
Fine Arts Studies, Photography
Rouse Properties, Inc November 2014 - Present
Rexel Holdings USA, Corp. June 2014 - November 2014
Michigan State University June 2013 - December 2013
Kelly Services May 2013 - August 2013
Lambda Chi Alpha December 2011 - December 2012
Calendar Club June 2010 - December 2012
Kelly Services May 2012 - August 2012
Prudential Financial May 2011 - August 2011
Eddie Bauer March 2010 - August 2010
Band of Angels Press June 2009 - August 2010
Skills
Microsoft Excel, Sales, Microsoft Word, PowerPoint, Customer Service, Finance, Leadership, Money Management, Budget Setting, Recruiting, Management, Budgets, Team Building
Education
Michigan State University 2010 — 2014
Bachelor of Arts (BA), Finance, Minor Economics, Senior
Michigan State University 2010 — 2014
Bachelor's degree, Finance, General
Ameriprise Financial December 2007 - Present
NOVON Consulting June 2005 - December 2007
Wells Fargo 2007 - 2007
Wells Fargo Home Mortgage April 2003 - May 2005
Prudential Financial June 1996 - 2003
Northwestern Mutual Life July 1995 - December 1995
Prudential Life Insurance August 1985 - May 1994
Skills
Process Improvement, CRM, Project Management, Business Analysis, Test Planning, User Acceptance Testing, End User Training, Use Case Analysis, Visio, Operations Management, Solution Implementation, Financial Services, Cost Benefit, Management, Software Documentation, Business Requirements, Finance, Business Process, Leadership
Education
Metropolitan State University 1990 — 1995
Bachelor of Science
Wells Fargo Advisors August 2012 - Present
Wells Fargo Bank April 2006 - August 2012
Wachovia Securities 2006 - 2011
Prudential Financial April 1990 - April 2006
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA
Miami University 1986 — 1990
BA, Political Science, minor Economics
Libertyville High School 1982 — 1986
Prudential October 2010 - Present
Prudential Financial September 2001 - April 2012
The Catalyst Group January 1996 - September 2001
ITR Inc June 1993 - February 1996
Knight-Ridder Financial June 1990 - January 1993
Skills
Strategic Planning, Business Strategy, Strategic Influence, Outsourcing Management, Vendor Management, IT Strategy, Business Process..., Risk Management, Enterprise Software, Outsourcing, Project Portfolio..., Management, Mergers & Acquisitions, Financial Services, Strategy, Sourcing, Management Consulting, Business Intelligence, Relationship Management, Business Development, Global Sourcing, Finance, Leadership, Program Management, Contract Negotiation, Governance, IT Management, Executive Management, Business Process, Project Management, Business Transformation, Cross-functional Team..., Operations Management, Start-ups, BPO
Education
Miami University 1982 — 1986
Prudential Financial October 2009 - October 2010
AXA-Equitable May 2006 - May 2009
GE May 2003 - May 2006
GE November 1999 - May 2003
Pratt & Whitney May 1998 - October 1999
GE November 1996 - May 1998
Skills
Project Management, Business Process..., Operational Excellence, Sales Operations, Analytics, Strategic Planning, Management, Business Analysis, Leadership, Six Sigma, Change Management, Business Process, Process Improvement, Business Development, Strategy, Cross-functional Team..., Vendor Management, Program Management
Education
GE Six Sigma & Technical Sales Program 1990 — 2003
Rensselaer Polytechnic Institute 1990 — 1993
MBA
Penn State University 1988 — 1990
Michigan Technological University 1986 — 1988
MSME
The University of British Columbia 1980 — 1985
B Ap Sc
Fifth Third Securities December 2012 - Present
Fifth Third Securities August 2010 - December 2012
SunTrust Investment Services February 2006 - May 2010
AXA Advisors, LLC April 2005 - January 2006
Prudential Financial May 2004 - January 2005
Skills
Streetscape, Insurance, Management, Customer Service, Series 7, Series 63, Strategic Financial..., Retirement Planning, Investments, Fixed Income, Mutual Funds
Education
Middle Tennessee State University
Bachelor of Science, Recording Business Management
Silvergate Bank July 2006 - Present
Community National Bank 2005 - 2006
Imperial Capital Bank 2003 - 2005
USE Credit Union 2003 - 2004
Prudential Financial 2001 - 2003
Bank of America 1999 - 2000
Skills
Banking, Risk Management, Finance, Loans, Mortgage Lending, Credit, Portfolio Management, Commercial Banking, Credit Analysis, Commercial Lending, Retail Banking, Cash Management, Underwriting, Compliance
Education
Miami University
Mount Saint Mary's College California
BS, Business Administration
Fidelity Investments 2010 - Present
Fidelity Investments 2007 - 2010
Fidelity Investments 2004 - 2007
Fidelity Investments 2000 - 2004
Victoria Insurance 1994 - 2000
Prudential Financial 1992 - 1994
Education
Miami University 1987 — 1991
Bachelor's degree, English Literature
Jackson National Life January 2006 - Present
Jackson National Life November 2004 - December 2005
Prudential Financial 2002 - 2004
Janus Capital Group October 2000 - February 2001
Skills
Series 63, Life Insurance, Mutual Funds, Retirement Planning, Investments, Financial Analysis
Education
Metropolitan State College of Denver 2000 — 2004
B.S. Business Management, Business Administration and Management, General
University of Northern Colorado 1995 — 1998
Cornerstone OnDemand December 2014 - Present
Paycor March 2009 - December 2014
ADP May 2004 - March 2009
Prudential Financial May 2000 - May 2004
Skills
Sales Process, Employee Benefits, Benefits Administration, Cold Calling, Payroll, Sales, Salesforce.com, Sales Presentations, Recruiting, Solution Selling, Account Management, SaaS, Personnel Management, HRIS, Leadership
Education
MidAmerica Nazarene University 1999 — 2001
MBA, Business Administration
Prudential Financial September 1999 - Present
Skills
Advertising, Direct Mail, Direct Marketing, Financial Services, Integrated Marketing, Marketing, Marketing Communications, Vendor Management, Marketing Strategy, Retirement
Education
Middlesex Community College 1994 — 1996
Prudential Financial January 2014 - Present
Prudential Financial March 2009 - Present
Prudential Financial July 2012 - January 2014
Merrill Lynch 2006 - 2008
Merrill Lynch 1992 - 2008
Merrill Lynch March 2002 - January 2006
Education
Michigan State University 1986 — 1990
Merrill Lynch November 2013 - Present
Wells Fargo Advisors, LLC May 2009 - November 2013
Prudential Financial 1996 - 2005
Skills
Investments, Mutual Funds, Portfolio Management, Securities, Series 63, Series 7, Wealth Management
Education
Miami Dade College 1996 — 2000
Assoc.
Genworth Financial June 2014 - Present
Genworth March 2007 - June 2014
Prudential Financial May 1998 - March 2007
Assurant September 1996 - May 1998
City of Hialeah Police Department January 1983 - March 1998
Skills
General Insurance, Claims Management, Health Insurance, Property & Casualty..., Underwriting, Liability, Disability Insurance, Reinsurance, Medicare, Workers Compensation, Accident, Casualty, Fraud, Life Insurance, Legal Liability
Education
Miami Dade College
Prudential Financial April 2010 - Present
Business Roundtable April 2009 - March 2010
Prudential Financial March 2009 - April 2009
Young Democrats of America August 2008 - November 2008
Office of Congresswoman Stephanie Tubbs Jones May 2007 - August 2007
Congressional Black Caucus Foundation 2007 - 2007
Federal Reserve Bank of Cleveland May 2005 - August 2005
Skills
Government Relations, Policy, Volunteer Management, Government Affairs, Political Science
Education
Miami University 2004 — 2008
BA, Political Science, Economics
Prudential Financial Personnel ConsultantPrudential FinancialOctober 1980 - January 1982
Prudential Financial 1977 - 1980
Education
Middlebury College 1976 — 1977
MA, Spanish
middlebury college 1976 — 1977
ma, spanish
Middlebury College 1972 — 1976
BA, Spanish
Affinion Group July 2014 - Present
Aon Hewitt April 2013 - July 2014
Aon Hewitt June 2011 - April 2013
Daimler North America Corp January 2011 - May 2011
Prudential Financial October 2010 - January 2011
Skills
Payroll, Risk Management, Data Analysis, Financial Analysis, Process Improvement, Business Process..., PowerPoint, Microsoft Office, Analysis, Portfolio Management, Microsoft Excel, Strategic Financial..., Finance, Team Leadership, Vendor Management, Outlook, Insurance, Project Management, SAP
Education
Michigan State University 2006 — 2010
BA, Economics
Morgan Stanley January 2015 - Present
Morgan Stanley Private Bank, N.A. July 2010 - January 2015
Dynamic Perspectives June 2009 - July 2010
Teachers College, Columbia University June 2002 - May 2010
UBS Wealth Management January 2008 - April 2009
UBS Wealth Management January 2007 - December 2008
UBS Wealth Management February 2004 - January 2007
UBS Wealth Management September 2002 - February 2004
Troy Associates March 2002 - September 2002
Prudential Financial January 2001 - March 2002
Skills
Leadership Development, Executive Coaching, Organizational..., Talent Management, Strategy, Coaching, Performance Management, Training, Executive Management, Change Management, Instructional Design, Employee Training, Program Management, Organizational..., Leadership
Education
Teachers College of Columbia University 1994 — 1998
M.A., Organizational Psychology
Middlebury College 1989 — 1993
B.A.
Mamaroneck High School
Trust Insurance Group, LLC June 2014 - Present
Global G Real Estate June 2013 - June 2014
State Farm Insurance August 2010 - June 2013
Prudential Financial September 2009 - August 2010
Payless Mortgage October 2005 - September 2008
Silver Bullet Technologies May 2002 - October 2005
Blackstone Calling Cards September 2001 - May 2002
Skills
Music, Multilingual, Real Estate Finance, Insurance, Real Estate Transactions, Real Estate Economics, Sales, Mortgage Lending, Term Life Insurance, Underwriting, Financial Services
Education
Miami Dade College 2005 — 2008
Real Estate and Financing
Felix Varela 1993 — 2000
Music, Acoustic and Electric Bass
Havana University 1988 — 1993
English Language, English Language and Literature
Prudential Financial October 2004 - Present
Education
Miami University
Master of Business Administration (M.B.A.), Finance
Unum February 2013 - Present
Unum February 2013 - Present
Prudential Financial December 2005 - January 2013
Prudential Financial December 2005 - January 2013
Prudential Financial December 2005 - January 2013
Skills
Quality Management, MS Office Suite, Reporting, MS Access, MS Excel, Software Quality..., Quality Assurance, Access, Microsoft Excel, Microsoft SQL Server, Business Analysis, Software Documentation, SDLC, Microsoft Office, SQL, Databases, Testing, Quality Center, Visual Basic, Data Analysis, HP Quality Center
Education
Mesa Community College 2003 — 2003
General Studies
Deloitte March 2010 - Present
Prudential Financial 2001 - April 2010
Prudential Relocation October 1998 - June 2009
Prudential Relocation January 1998 - January 2009
Education
Middle Tennessee State University 1994 — 1997
BS, Public Relations, Marketing, Psychology
Middle Tennessee State University
Bachelor of Science, Public Relations
Roane State Community College
Associate of Science, General Studies
Prudential Financial January 2013 - October 2014
Hartford Life 2003 - January 2013
Comerica Insurance Services November 1994 - December 2003
Education
Michigan State University 1986 — 1990
BA, Political Science
Andover HS 1982 — 1986
Prudential Financial September 2012 - May 2015
The Prudential Insurance Company of America, Newark, NJ September 2012 - July 2014
Verizon Wireless 2010 - 2013
Hantz Group 2008 - 2009
COUNTY OF MUSKEGON June 1991 - January 2007
Skills
Conflict Resolution, Project Management, Volunteer Management, Coaching, Recruiting, Social Services, Event Planning, Insurance, Management
Education
Western Michigan University 2000 — 2007
MPA, Public Affairs and Administration
Michigan State University 1969 — 1975
BS, Criminal Justice
Prudential Financial June 2013 - Present
The Hartford May 2011 - June 2015
The Hartford September 2010 - May 2011
The Hartford January 2010 - December 2010
The Hartford January 2007 - December 2009
The Hartford July 2004 - December 2006
Unum June 2002 - July 2004
Education
Miami University 1998 — 2002
Bachelor's degree
HealthPartners July 2014 - Present
UnitedHealth Group October 2012 - May 2014
Healthcare, Insurance, Retail, Technology, Medical Devices companies July 2012 - January 2013
Zenith American Solutions November 2002 - June 2012
Prudential Financial July 1996 - August 2001
ExtendCare Health Services June 1995 - July 1996
Skills
Troubleshooting, Customer Relations, Microsoft Office, Business Analysis, Requirements Analysis, MS SQL Server, COBOL, AS 400, Electronic Health..., EHR, BA, Business Systems..., Medical Claims Reporting, EDI, Health Policy, Electronic Medical..., Project Management..., Eliciting Requirements, Requirements Gathering, Requirements Management, Business Analysis..., Requirements modeling..., Planning & Managing..., Businesss Process..., Business Requirements, Project Management, EMR, Databases, Testing, Microsoft SQL Server, Analysis, Program Management, Software Documentation, Process Improvement, Visio
Education
Metropolitan State University 1991 — 1993
Bachelor's degree, MIS-Management Information Systems
Minneapolis Community and Technical College 1989 — 1991
Associate of Arts and Sciences (AAS), Computer Science
USAble Life August 2012 - Present
Ascend Federal Credit Union January 2012 - August 2012
Cornerstone Financial Credit Union May 2008 - January 2012
Regions Bank November 2005 - May 2008
Prudential Financial November 2003 - November 2004
Skills
Customer Service, Customer Relations, Small Business, Underwriting, Real Estate Finance, Investments, Training & Development, Employee Training, Real Estate Economics, Management, Negotiation, Insurance, Portfolio Management, Business Development, Finance, Sales
Education
Middle Tennessee State University 2008 — 2010
MBA
Saginaw Valley State University 1997 — 2002
Bachelors, Finance, Math, Music
Michigan State University 1993 — 1996
Engineering, Accounting
Prudential Financial January 2013 - Present
Sun Life Financial October 2006 - June 2008
Hartford Life January 2004 - October 2006
Phoenix Life Insurance Company January 1984 - October 2003
Skills
Actuarial Science, Fixed Annuities, Reinsurance, Life Insurance, Insurance, Disability Insurance, Estate Planning, Investments, Health Insurance, MoSes, Product Development, Retirement, Pensions, Underwriting, Variable Annuities
Education
Middlebury College 1972 — 1976
BA, Mathematics
Prudential Financial June 2001 - Present
Prudential Financial April 2000 - June 2001
Sun America April 1999 - December 1999
Prudential Financial January 1998 - April 1999
Skills
IT Management, Requirements Analysis, Process Improvement, Vendor Management, Risk Management, IT Strategy, Business Analysis, SDLC
Education
Metropolitan State University 1995 — 2000
Bachelor of Arts (B.A.), Business Administration
Rasmussen Business College 1988 — 1990
Associate's Degree, Business Management
Prudential Financial 1986 - 2005
Education
Dobson High School, Mesa, AZ 1982 — 1984
11-12
Zanesville High School, Zanesville, OH 1981 — 1982
10
Mesa Community College
General Studies
Benchmark Realty, LLC 2011 - Present
Wachovia Securities Financial Network 1999 - 2004
Prudential Financial 1997 - 1999
Skills
Short Sales, Listings, First Time Home Buyers, Sellers, Buyer Representation
Education
Middle Tennessee State University
Bachelor of Business Administration (B.B.A.), Business Finance
Prudential Financial January 1989 - Present
Skills
Process Improvement, Employee Benefits, Onboarding, HRIS, SDLC, Payroll, Training, Visio, Change Management, Insurance, Customer Service, Human Resources
Education
Mesa Community College
Associates, Accounting
Villanova University
Human Resources Management Certification
Acceptance Insurance Company June 2012 - Present
Senior Vice President Auto Claims March 1996 - September 2010
Warrior Insurance Group July 1991 - March 1996
Prudential Financial 1990 - 1991
Skills
Claims Management, Claim, Liability, Property & Casualty..., Insurance, Casualty, Litigation Management, Brokers
Education
Michigan State University 1982 — 1986
BA, Management
Yale New Haven Health System December 2014 - Present
RogersCasey November 2010 - December 2014
RogersCasey November 2007 - November 2010
Prudential Financial September 2005 - August 2007
Prudential January 2004 - April 2005
Electric Insurance Co June 2002 - January 2004
Skills
Investments, Pensions, Due Diligence, Research, Customer Relations, Asset Allocation, Analysis, Asset Management, Alternative Investments, Equities, Fixed Income, Hedge Funds
Education
Northeastern University 2011 — 2013
MBA, Finance, General
Merrimack College 1997 — 2002
Bachelor, Finance
Platinum Risk Management inc August 2010 - Present
Prudential Financial February 2009 - July 2010
Education
Miami Dade College
Pre-law/business
Retail April 2015 - Present
JoAnn Fabrics and Crafts October 2003 - September 2012
Prudential Financial July 1984 - September 2003
Skills
Customer Service, Microsoft Office, Shipping, Customer Satisfaction, Microsoft Excel, Outlook, Retail
Education
Arizona State University
Home Economics
Mesa Community College
None, General Studies
Business Acquisitions, Ltd. May 2013 - Present
Huff Real Estate April 1989 - April 2013
Legacy Planning Group October 1999 - November 2008
Prudential Financial August 1989 - October 1999
Skills
Strategic Planning, Mergers & Acquisitions, Financial Analysis, Management Consulting, Investment Properties, Financial Modeling, Entrepreneurship, Residential Homes, Real Estate, Due Diligence
Education
Metropolitan State College of Denver 1984 — 1988
Finance, General
Prudential Financial March 2013 - Present
Prudential Financial June 2012 - March 2013
Johnson & Johnson January 2012 - April 2012
Volunteer Income Tax Assistance October 2011 - December 2011
AJ Squared Security June 2011 - September 2011
Dunkin Donuts February 2008 - March 2011
Skills
PowerPoint, Access, Microsoft Office, Customer Service, Hindi, Microsoft Excel, Time Management, Microsoft Word, English, Outlook, Auditing, Teamwork, QuickBooks, Accounting, Forecasting, Data Analysis, Retail, Team Leadership, Spanish, Project Planning, Financial Reporting, Leadership
Education
New Jersey Institute of Technology 2014 — 2015
Master's degree, Information Technology
Rutgers, The State University of New Jersey-Newark 2011 — 2013
Bachelor of Science, Double Major: Accounting / Management Information Systems
Middlesex County College 2008 — 2011
Associate in Science, Business Administration
Colonia High School 2004 — 2008
High School Diploma
Prudential Financial March 2014 - Present
MASSMUTUAL Retirement Services September 2005 - March 2014
Prudential Financial June 2000 - September 2005
ING Financial Servis August 1998 - June 2000
Fidelity Investmetns 1996 - 1998
Skills
•Manages resources and..., •Communication skills..., •Project..., •Customer service..., Strategic Vision, •Management and..., •Builds effective..., •Leads and manages..., Management, Financial Services, Leadership, Analysis, Project Management, Recruiting, Insurance, Sales Operations, Process Improvement, Retirement, Strategy
Education
Merrimack College 1990 — 1994
Bachelor of Science (B.S.), Marketing
Florida Blue December 2010 - Present
Prudential Financial August 2008 - January 2011
Skills
Call center start-up, Call Center..., Business Strategy, Business Analysis, New Business Development, New Business Generation, Strategic Planning, Project Planning, Business Planning, Succession Planning, Coaching, Instructor-led Training, Entrepreneurship, Site Planning, Microsoft Office, Department Budgeting
Education
Wesleyan College 1992 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, General
Macon State College 1988 — 1992
Associate of Science (A.S.), Business Administration and Management, General
Ashby Realty Group, LLC. June 2003 - July 2010
Pratt Insurance October 2001 - September 2004
Prudential Financial November 1998 - June 2001
Skills
Microsoft Office, Management, Microsoft Excel, Research, Microsoft Word, Sales, Training, Leadership, PowerPoint, Process Improvement
Education
Arizona State University 2004 — 2006
B.I.S., Anthropology & Political Science
Mesa Community College 1997 — 2005
Associate of Arts (AA), Political Science & Anthroplogy
Crump Life Insurance Services May 2013 - Present
Crump Life Insurance Services May 2013 - Present
Prudential Financial September 1997 - December 2010
Skills
Life Insurance, Fixed Annuities, Disability Insurance, Long Term Care Insurance, Estate Planning, Insurance, Agent Training, Professional Mentoring, Non-profit Volunteer, Retirement Planning, Professional Services, Financial Analysis, IRAs, Retirement, Long-term Care
Education
Miami University 1968 — 1969
Graduate School, Sociology, Mass Communication
National Taiwan University 1964 — 1967
Sociology, Psychology, Economics
Miami University
Sociology. Mass Communication
American Lending Solutions, LLC November 2012 - January 2014
One Reverse Mortgage July 2012 - October 2013
Advanced Technology Academy January 2012 - July 2012
Prudential Financial August 2011 - January 2012
Skills
Residential Mortgages, Stocks, Mutual Funds, Reverse Mortgages, Finance, Insurance
Education
Michigan State University 2007 — 2011
Bachelor of Arts (B.A.), Finance, General
Berkley High School 2004 — 2007
IMAX December 2014 - Present
The Blackstone Group November 2011 - December 2014
Merrill Lynch June 2006 - November 2011
UBS December 2001 - June 2006
Prudential Financial January 2000 - December 2001
Computer Task Group June 1997 - January 2000
Skills
Equities, Business Analysis, Financial Services, Management, Securities, Wealth Management
Education
Miami University 1992 — 1997
Bachelor of Science in Management Information Systems, Human Resources and Organizational Behavior
Morgan Stanley September 1998 - Present
Prudential Financial August 1988 - August 1998
Shearson lehman Hutton 1979 - August 1989
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Middlebury College 1975 — 1979
Bachelor's degree, Economics