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,
Prudential Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Prudential Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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16,065 Prudential Financial employees in database. Find out everything there's to know about Prudential Financial 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.
Prudential Financial Employees
Salesforce April 2015 - Present
Salesforce March 2014 - March 2015
Oracle April 2013 - March 2014
Prudential Financial June 2012 - April 2013
Circle Bank November 2010 - June 2012
Circle Bank April 2010 - November 2010
Bank of America October 2007 - March 2010
Terry Hines & Associates February 2007 - August 2007
Skills
Banking, Customer Service, Cold Calling, Public Speaking, Marketing, Team Leadership, Investments, Strategic Planning, Salesforce.com, Financial Services, CRM, Sales Prospecting, Customer Satisfaction, Public Relations, Networking, Mutual Funds, Team-oriented, Retirement Planning, Bilingual, Self-starter, Speech Communications, Sociology, Forecasting, Securities License, Branch Operation, Deadline Driven, Canvassing, Face to Face Sales, Performance Motivation, Life Insurance, Outspoken, Goal Oriented, Pipelines, Sandler, Social Selling, Business Development
Education
San Francisco State University 2005 — 2009
Bachelor of Arts (B.A.), Communications Studies, Sociology
McLenachen Financial, Inc. July 1997 - Present
United Planners Financial Services July 1997 - Present
Prudential Financial May 1992 - June 1997
Education
San Diego State University-California State University 1988 — 1992
BS in Business Administration, Finance
San Diego Mesa College
The University of Kansas
GAS Technologies, Inc. October 2010 - Present
Prudential Financial June 2012 - March 2013
The Guardian Life Insurance Company of America April 2011 - May 2012
Sun Life Financial March 2008 - June 2009
Morgan Stanley Wealth Management June 2004 - February 2008
Santa Barbara Bank & Trust March 2001 - March 2004
Skills
Operational Efficiency, Cost Efficiency, Energy Efficiency..., Account Management, Public Relations, Marketing, Green Technology, Green Living, Variable Annuities, Social Networking, Direct Marketing, Finance, Email Marketing, Entrepreneurship, Life Insurance, Solar Energy, Management, Marketing Strategy, Social Media, Social Media Marketing, Event Management, Investments, Leadership, Project Management, Public Speaking, Strategic Planning
Education
San Francisco State University 1997 — 1999
Bachelor of Science (B.S.), Business Administration, Marketing
Santa Barbara City College 1996 — 1997
Associate of Arts (A.A.), Economics
MetLife Premier Client Group of Greater Philadelphia, an Office of MetLife May 2013 - Present
MetLife Financial Services April 2004 - May 2013
Prudential Financial May 2000 - March 2003
Prudential Financial - Greater Princeton Agency 1999 - 2000
Prudential Financial 1995 - 1999
Skills
Risk Management, Fixed Annuities, Insurance, Process Improvement, Leadership, Management Consulting, Management, Life Insurance, Financial Services, Retirement, Business Process..., Strategic Financial..., Investments, Start-ups, Business Planning, Budgets
Education
St. Peter's College 1968 — 1974
BS, Mathematics
Prudential Financial August 2013 - January 2015
Prudential Financial January 2012 - August 2013
Nordstrom 2008 - 2011
Education
San Diego State University-California State University
Bachelor's Degree, Organizational Communication, General
Prudential Financial January 1979 - Present
Skills
Anti Money Laundering, Privacy Law, Insurance, Management, Risk Management, Leadership, Financial Analysis, Financial Services, Project Management, Business Analysis
Education
Seton Hall University School of Law 1976 — 1979
Juris Doctor (J.D.)
Saint Peter's University 1973 — 1976
Bachelor's Degree, BS Business Management
FieldLogix March 2015 - Present
SDSU Student-Athlete Academic Support Services September 2014 - April 2015
Prudential October 2014 - March 2015
Prudential Financial June 2014 - August 2014
KPBS January 2013 - March 2014
KPBS January 2012 - December 2012
Skills
Social Media Marketing, Facebook, Microsoft Word, Microsoft Office, Social Media, Editorial, Leadership, Sales, Marketing, Social Networking, Event Planning, Public Relations, Payroll, Event Management, PowerPoint, QuickBooks, Peer Tutoring, Academic Tutoring, Microsoft Excel, Public Speaking
Education
San Diego State University-California State University 2011 — 2015
Bachelor of Science (B.S.), Business Administration, Finance
St. Francis High School 2007 — 2011
Wells Fargo Advisors, LLC June 2013 - Present
Navellier & Associates January 2008 - June 2013
Prudential Financial August 2003 - December 2007
Manulife Financial August 2002 - June 2003
First Union Securities January 2000 - May 2002
EVEREN Securities October 1995 - December 1999
Gruntal & Company September 1989 - October 1995
Moseley, Hallgarten, Estabrook & Weeden 1983 - 1989
Coopers & Lybrand 1981 - 1983
Skills
Investments, Retirement Planning, Mutual Funds, Sales Management, Sales, Finance, New Business Development
Education
University of California, Berkeley 1977 — 1979
Bachelor of Science (BS), Accounting
San Francisco State University
Master of Business Administration (MBA), Finance, General
K-Tek Computers January 2014 - July 2015
Power Consulting and Search February 2013 - January 2014
GC Global Direct Services, LLC October 2008 - January 2014
7-Eleven May 2006 - September 2008
7-Eleven December 2001 - September 2008
7-Eleven December 2001 - May 2006
TSN Distribution, Inc (Now a division of Bunzl USA, Inc.) 1997 - 2001
McLane Company 1993 - 1997
Norco Manufacturing March 1992 - February 1993
Prudential Financial March 1990 - October 1991
Skills
Change Management, Operations Management, Supply Chain Management, Forecasting, Merchandising, Inventory Management, Purchasing, P&L Management, Procurement, Budgets, Cross-functional Team..., Logistics, Management, Process Improvement, Team Building, Sales Management, Leadership, Continuous Improvement, Sourcing, Contract Negotiation, Recruiting, Product Development, Negotiation, Supply Chain, Manufacturing, Strategic Sourcing, Program Management, Marketing, Strategy, Contract Management, Supply Management, Six Sigma, Global Sourcing, Pricing, Retail, Sales, ERP, Vendor Management, Product Marketing, Risk Management, Product Management, Quality Assurance, Business Strategy, Income Statement, Executive Management, Analysis, Business Process..., Business Planning, Business Development, Strategic Planning
Education
Sam Houston State University 1985 — 1987
Bachlors, Agricultural Business
Texas A&M University 1982 — 1984
Undergraduate Work, Construction Engineering
Temple High School 1977 — 1981
Wells Fargo Advisors, LLC July 2000 - Present
Prudential Financial December 1993 - July 2000
Education
San Francisco State University 1988 — 1991
B.A., International Relations
National Life Group January 2015 - Present
Prudential Financial September 2013 - January 2015
First Command Financial Planning October 2010 - August 2013
Skills
401k, Business Needs Analysis, Employee Benefits, Estate Planning..., Executive Benefits, Financial Strategies, Insurance Strategies, Investments, Key Person Insurance, Pension Plans, Retirement Planning, IRAs, Charitable Giving...
Education
San Diego State University-California State University 1993 — 1997
Bachelor of Arts, Psychology
Liberty Mutual Insurance January 2014 - Present
Great Events of Colorado February 2008 - Present
Great Events of Colorado February 2007 - Present
Simplified Health Solutions May 2010 - July 2014
Prudential Financial February 2011 - February 2014
Prudential Financial March 2011 - January 2014
Fat City Entertainment October 2002 - February 2008
Wave House -South Africa September 2001 - June 2002
Palace Entertainment September 1999 - September 2001
Wave Loch 1997 - 1999
Skills
Team Building, Business Planning, Budgets, Start-ups, Strategic Planning, Event Planning, Customer Service, Insurance, Negotiation, Risk Management, Operations Management, Event Management, Employee Relations, Customer Satisfaction, Investments, Business Strategy, New Business Development, Coaching, Promotions, Team Leadership, Executive Management, Analysis, P&L Management, Problem Solving, Account Management, Team Management, Capital Budgeting, Community Relations, Budgeting, Vendor Relations, Customer Relations, Financial Planning, Contract Negotiation, Financial Analysis, Public Relations, Contract Negotiations, Excel, Microsoft Office, Planning, Hiring, Organizational..., Contract Management, P&L, Retail, Vendor Management, Profit, Inventory Management, Sales Operations, Pricing, Direct Sales
Education
San Jose State University 1975 — 1980
Silver Creek High School 1970 — 1974
AXA US December 2013 - Present
Prudential Financial January 2013 - November 2013
The Hartford 2010 - 2012
Woodbury Financial Services 2009 - 2010
Woodbury Financial Services 2005 - 2009
The MONY Group 1990 - 2005
Pacific Life 1988 - 1990
Skills
Recruiting, Marketing, Business Development, Meeting Planning, Business Operations, Business Planning, Sales, Training, Marketing Strategy, Lead Generation, New Business Development, Budgets, Competitive Analysis, Event Planning
Education
San Diego State University-California State University 1982 — 1986
Bachelor of Science (BS), Business Administration/Finance
Prudential Financial December 2013 - Present
UnitedHealthcare April 2012 - Present
Kroger August 2006 - June 2012
Kroger November 2002 - August 2004
Skills
PowerPoint, Multi Tasking, Conference Coordination, Project Management, Customer Service, Customer Satisfaction, Peer Mentoring, Peer Tutoring, Microsoft Word
Education
Sam Houston State University 2009 — 2012
Master of Arts (MA), History
Sam Houston State University 2006 — 2009
Bachelor of Arts (B.A.), History
Apple September 2015 - Present
Honeywell Aerospace June 2015 - September 2015
Prudential Financial November 2014 - May 2015
Wellpoint April 2013 - November 2014
Marsh & McLennan Companies, Inc. March 2012 - April 2013
Marsh & McLennan Companies, Inc. September 2011 - March 2012
L&T Infotech March 2010 - August 2011
Skills
Java, HTML, SDLC, Oracle, Requirements Analysis, WebSphere Portal, DB2, Agile Methodologies, J2EE Web Services, JavaScript, Maven, JSP, jQuery, ClearCase, Kanban, Struts, Spring Framework, REST, SoapUI, JSON, Business Analysis, Management, SQL, Vendor Management
Education
Saurashtra University 2004 — 2008
Bachelor's Degree, Biotechnology Engineering
Legacy VC Advisors February 2014 - Present
HD VEST 2008 - 2015
MetLife 2007 - 2008
Prudential Financial 2006 - 2007
Sino Venture Partners 2002 - 2006
VisionNext Info Technology 2000 - 2002
Sun Microsystems 1997 - 2000
Skills
Philanthropy Planning, Retirement Planning, Management, Start-ups, Sales Management, Life Coaching, Finance, Business Communications, Marketing, Business Development, Venture Capital, Entrepreneurship, Risk Management, Small Business, Business Communication, Networking, Public relationship..., Management Consulting, Internet Marketing Skill
Education
Santa Clara University
Master of Computer Engineering
The American College
Chartered Adviser in Philanthropy
Peachjar January 2014 - Present
Tealium May 2013 - January 2014
Staples Business Advantage September 2011 - 2013
Prudential Financial June 2009 - August 2011
Circuit City December 2007 - March 2009
Skills
Direct Marketing, Competitive Analysis, Market Research, Customer Relations, Excel, Salesforce.com, Marketing Communications, Social Media, B2B, Cold Calling, New Business Development, Sales, Account Management, Sales Process, Email Marketing, Event Management, Retail, Facebook, Outlook, Marketing, Lead Generation, Social Networking, Customer Satisfaction, CRM, Time Management, Public Speaking, Recruiting, Strategic Planning, Data Analysis, Business Strategy, Customer Service, Marketing Strategy, Online Advertising, Direct Sales, Online Marketing, Digital Marketing, Social Media Marketing, Sales Presentations, Analytics, Strategic Partnerships, Sales Operations, Web Analytics, SEM, Product Marketing, E-commerce, Building Relationships, Customer Acquisition, Management, SaaS, Enterprise Software
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Science (B.S.), Marketing
Prudential Financial June 2013 - Present
WebPT July 2012 - June 2013
Morgan Stanley Private Wealth Management June 2005 - October 2011
PENSCO Trust Company March 2004 - January 2005
Skills
Client Services, Client Communication, Client Relationship..., Client Acquisition, Client Retention, Time Management, Attention To Detail, Organizational..., Flexible Working, Able To Multi-task, Able To Work Under..., Critical Thinking, Team Oriented, Team Building, Communication Written, Social Networking, Social Media, Email Marketing, Data Analysis, Performance Reporting, Budgeting, Microsoft Office, PC, Mac OS X, CRM, Salesforce.com, Zendesk, SaaS, Customer Retention, Training, Marketing
Education
San Francisco State University 2004 — 2006
Bachelor of Arts (BA), Organizational Communication, General
BofI Federal Bank July 2015 - Present
BofI Federal Bank July 2014 - July 2015
BofI Federal Bank July 2013 - July 2014
BofI Federal Bank October 2011 - July 2013
Prudential Financial October 2009 - September 2011
Solar Turbines July 2008 - June 2009
Skills
Portfolio Management, Financial Analysis, Credit Analysis, Loans, Finance, Financial Modeling, Credit, Leveraged Finance, Capital Markets, Alternative Investments, Banking, Microsoft Excel, Investment Properties, Investments, Asset Based Lending, Asset Backed Lending, Cash Flow Lending, Asset Management, Risk Management, Tax Liens, Direct Lending, Bridge Loans, Hard Money Lending, Microsoft Office, Leadership, Distressed Debt, Commercial Banking
Education
University of Southern California - Marshall School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
San Diego State University-California State University 2005 — 2009
BS, Finance
Bank of America May 2015 - Present
Bank of America Merrill Lynch December 2013 - May 2015
Bank of America Merrill Lynch December 2013 - May 2015
Prudential Financial February 2009 - July 2013
PepsiCo November 2008 - February 2009
JPMorgan Chase December 2007 - October 2008
Tata Consultancy Services April 2004 - November 2007
Prudential Financial March 2004 - November 2007
DSQ Software September 1998 - March 2003
DSQ Software January 1998 - August 1998
Skills
Management, Requirements Analysis, SDLC, Project Management, Vendor Management, SOA, Agile Methodologies, Architecture, Software Development, Software Project..., Integration, Business Analysis, IT Strategy, Enterprise Architecture, IT Management, PMP, Solution Architecture, ITIL, Web Services, Requirements Gathering, PMO, Oracle, Business Intelligence, Data Warehousing, Agile Project Management, Java Enterprise Edition, Architectures, DB2, Pre-sales, Data Modeling
Education
Sathyabama University 1995 — 1998
MCA, Computer Application and Project Management
Sathyabama Institute of Science and Technology
Master of Computer Applications (MCA), Computer Programming, Specific Applications
Prudential Financial September 2005 - Present
Securities America March 2004 - August 2005
Merrill Lynch 2002 - 2002
Ohio Casualty Group 1997 - 1998
Skills
Compliance, Series 24, Suitability, Series 7, Series 63, Fixed Annuities, Variable Annuities, Life Insurance, Regulatory Supervision, Financial Services, FINRA, Insurance, Risk Management, Mutual Funds, Management, Process Improvement, Retirement Planning, Securities, Project Management, Investments, Financial Risk, Leadership, Financial compliance
Education
San Diego State University-California State University 1986 — 1991
London Central High School 1983 — 1986
Retreats Within April 2015 - Present
Dave Stubbs Real Estate January 2013 - October 2014
Attitudes Senior Care 2009 - 2012
Prudential Financial May 2008 - 2009
Prudential Real Estate 2008 - 2009
Various June 1987 - July 2004
Skills
Short Sales, REO, Foreclosures, Sellers, Investors, Condos, Property Management, Listings, Residential Homes, First Time Home Buyers, Referrals, Property, Marketing, Sales, Assisted Living, Vacation Rental, Vacation Homes
Education
San Diego State University 1983 — 1987
Bachelor of Science (BS), Accounting and Business/Management
San Diego State University-California State University 1983 — 1987
BA of Accounting and Business, Business
Ackerman Security April 2013 - Present
Enei Financial Solutions February 2010 - April 2013
Zurich North America March 2007 - November 2009
Prudential Financial July 2005 - December 2006
Skills
Clerical Skills, Receptionist Duties, Customer Service, Customer Support, Administrative..., Front Office, Accounting, Appointment Scheduling, Bill Payment, Billing Services, Data Entry, Filing, Microsoft Excel, QuickBooks, Outlook, Microsoft Office, Records Management, Sales, Marketing, Cashiering, Phone Etiquette, Phone Screening
Education
Schenectady County Community College 2002 — 2005
Associate of Arts and Sciences (AAS), Business Administration, Management and Operations
Aerotek May 2014 - Present
San Diego Padres March 2010 - Present
Aerotek December 2013 - May 2014
Aerotek February 2012 - December 2013
San Diego Convention Center Corporation July 2009 - December 2011
Prudential Financial June 2011 - October 2011
San Diego Chargers Football Co. August 2009 - January 2010
Skills
Management, Marketing, Event Management, Customer Service, Social Media, Recruiting, Microsoft Excel, Marketing Strategy, Talent Management, Customer Satisfaction, Event Planning, Social Networking, Microsoft Office, Sales, Leadership, Hospitality, Human Resources, Internet Recruiting, Fashion Design
Education
San Diego State University-California State University 2007 — 2011
Business Management
American College of Thessaloniki, Greece 2010 — 2010
Study Abroad, Business Management, Greek Language
Lincoln High School
Citi January 2014 - Present
Express Scripts April 2013 - December 2013
Bank of America 2011 - March 2013
JPMorgan Chase August 2011 - August 2011
Credit Suisse July 2002 - 2011
FUSIONMINE January 2002 - May 2002
Prudential Financial October 2001 - December 2001
Paragon May 2001 - December 2001
Paragon October 1997 - December 2001
Prudential Financial October 1999 - June 2001
Skills
Agile & Waterfall..., Software Development, SDLC, Equities, DB2, Project Management, Business Analysis, Requirements Analysis, Software Project..., Requirements Gathering, Project Delivery, SharePoint, Oracle, Visio, Integration, Business Intelligence, Weblogic, Project Coordination, Investment Banking, Middle Office, Trading Systems, SQL, Data Warehousing, Mainframe, COBOL, UML, VSAM, SPUFI, CICS, REXX, PHP, Microsoft Excel, JIRA, PowerPoint, MS Project, Pharmaceutical Industry
Education
Sathyabama Institute of Science and Technology 1990 — 1994
Bachelors of Engineering, Computer Science and Engineering
Wells Fargo February 2007 - Present
Prudential Financial January 2006 - January 2007
AXA Financial July 1992 - June 2005
Skills
SDLC, User Acceptance Testing, Vendor Management, Visio, Systems Analysis, Business Analysis, Risk Management, ETL, DB2, Requirements Analysis, Enterprise Architecture, IT Strategy, Management, Software Documentation, Business Process, PMP
Education
St. Peter's College
BS, Business Computer Programming
Feder's Enterprises May 2014 - Present
Heroes of Learning Foundation February 2011 - Present
Wonderful Brain LLC April 2000 - Present
Feders Acura 2013 - 2015
Feders Acura 2013 - 2015
Prudential Financial December 2012 - February 2013
AIG August 2012 - November 2012
Computer Generated Solutions February 2004 - September 2010
ePerformance Group International LLC July 2002 - January 2004
NutritionU.com September 2000 - May 2001
Skills
Content & Marketing..., Course..., Agile Project Management, Instructional/Curriculum..., Graphic/Presentation..., Technical Writing, E-Learning, Emerging Technologies, Knowledge Management, Vendor Relations, Mentoring, Performance Analysis, Social Media, Cross-functional Team..., Learning Design, Instructional Design, Organizational..., Creative Writing, Storyboarding, Interactive Storytelling, Strategy, Management, Project Management, Program Management, Enterprise Software, CRM, Blended Learning, ADDIE, Instructor-led Training, Performance Management, Learning Management, Talent Management, Needs Analysis, Captivate, Content Development, Learning Management..., Organizational Learning, Social Learning, SCORM, Training Delivery, Performance Improvement, Training, Leadership, Coaching, User Experience, Business Process..., Workshop Facilitation, Mobile Learning, Consulting, Business Development
Education
University of Sarasota 1997 — 2000
ABD, Education and Administration
State University of New York at New Paltz 1984 — 1985
MS, Education and Administration/Law
School of Visual Arts 1966 — 1968
Certificate, Graphic Design
Citi January 2011 - Present
Citi August 2007 - March 2010
PRUDENTIAL FINANCIAL June 2004 - June 2007
BEAR STEARNS & CO November 1995 - February 2002
Skills
VSAM, Fileaid, CICS, COBOL, SPUFI, QMF, Xpediter, Intertest, DB2/SQL, Microsoft Office, JCL, MVS, TSO, DB2, IBM Utilities, Syncsort, Mainframe, ISPF, IBM Mainframe, Word, Excel, Outlook, Systems Analysis, Integration, Serena Changeman
Education
St.Petersburg Electrotechnical University 1987 — 1992
BS, Computer Programming
JC Financial Strategies November 2013 - Present
Prudential Financial February 2013 - November 2013
NYLIFE Securities LLC May 2009 - February 2013
Education
San Diego State University-California State University 2004 — 2009
B.S., Finance
University of Oxford 2008 — 2008
International Law/ Marketing
Prudential Financial October 2012 - Present
Skills
Nonprofits, Public Speaking, Microsoft Office, Fundraising, Leadership, Volunteer Management, Teaching, Staff Development, Program Development, PowerPoint, Microsoft Excel, Grant Writing
Education
Saint Peter's University 2010 — 2012
Master's Degree, Criminal Justice/Law Enforcement Administration
St. Peter's College 2006 — 2010
Bachelor's Degree, Criminal Justice and Corrections
Ashley Furniture HomeStores of Metro New York & New Jersey September 2015 - Present
(C) Systems, LLC March 2014 - August 2015
Prudential Financial December 2009 - February 2014
Prudential Financial October 2007 - December 2009
Horizon Blue Cross Blue Shield of New Jersey June 2007 - October 2007
Horizon Blue Cross Blue Shield of New Jersey April 2006 - June 2007
Horizon Blue Cross Blue Shield of New Jersey November 2005 - April 2006
Horizon Blue Cross Blue Shield of New Jersey October 2003 - November 2005
IDT Corporation April 2003 - August 2003
Metro One Telecommunications May 2002 - April 2003
Skills
Financial Reporting, Accounts Receivable, Account Reconciliation, General Ledger, Financial Accounting, Microsoft Excel, Financial Analysis, Customer Service, Journal Entries, Lotus Notes, Accounting, Oracle Applications, Monthly Close Process, PeopleSoft, Transaction Management, Discrepancy Resolution, PAM for Securities, BlackRock Aladdin, Internal Audit, External Audit, Customer Support, Accruals, Investment Management, Asset Management, Oracle General Ledger, Portfolio Management, Portfolio Performance..., Issue Resolution, Team Leadership, Employee Training, Project Coordination, Journal Entries Approval, New Asset Value..., Trade Reconciliation, Cash Management, Supervisory Experience, Quick Study, Versatility, Financial Impairment..., Financial Security..., Financial Security Moves, Cognos, Bloomberg Terminal
Education
American InterContinental University Online 2011 — 2013
Master of Business Administration (MBA), Finance, 4.0
Saint Peter's University 1999 — 2003
Bachelor of Science (B.S.), Accounting
Citi August 2004 - Present
Prudential Financial August 2004 - August 2005
Skills
Series 7, Series 63, Series 24, FINRA, Securities, Equities, AML, Investments, Mutual Funds, Risk Management, Financial Analysis, Fixed Annuities, Insurance, Life & Health Insurance..., Series 9 and 10,..., Financial Services
Education
San Jose State University 1980 — 1983
Bachelor of Arts (B.A.), 3.8
Aryana Health Care Foundation January 2013 - Present
Bay Area Surgical Management Group January 2009 - Present
Santa Clara Urgent Care January 2007 - Present
Memory Media 1994 - 2005
Circuit City 1992 - 1994
Prudential Financial 1989 - 1992
Skills
New Business Development, BuyMed.Com online..., Surgery, Medical Devices, Managed Care, Healthcare Information..., Hospitals, Healthcare Management, Medical Equipment, Physicians, Healthcare, Orthopedic, EMR, Strategic Planning, Clinical Research, Medicine, EHR, Medicare, Healthcare Consulting, Management, Revenue Cycle, Process Improvement, Informatics, HIPAA, Internal Medicine, Medicaid, Nursing, Start-ups, Pediatrics, Medical Education, Healthcare Industry, Radiology, Business Strategy, Home Care, Team Building, Entrepreneurship, Executive Management, Physician Relations, Revenue Cycle Management, Board Certified, Cardiology, Practice Management, Leadership, Medical Billing, Critical Care, Spine, Performance Improvement, Capital Equipment, Public Health, Neurology
Education
San Jose State University 1981 — 1982
Master of Arts (M.A.), Economics, GPA 3.98
MET LIFE August 2014 - Present
Colonial Life March 2013 - Present
Assurant Employee Benefits July 2012 - Present
Benefits Technologies, LLC July 2005 - Present
Hodges - Mace Benefits Group, Inc. July 2005 - Present
Enroller Resource Center LLC June 2005 - Present
Allstate Workplace Division July 2004 - Present
Prudential Financial July 2004 - Present
Better Benefits West July 2004 - Present
Univers Workplace Benefits July 2004 - Present
Skills
Health Insurance, Long Term Care, Public Speaking, Employee Benefits, Benefits, Insurance, Benefits Administration, Dental, Disability Insurance, Accident, Health, Term Life Insurance, Employee Relations, Compensation, Annuities, Healthcare, Coaching, Customer Service, Organizational..., Consultative Selling, COBRA, Customer Relations, Call Center, Internal Communications, Team Building, Time Management, HIPAA, Account Management, Long-term Care, Fixed Annuities, Dentistry, Selling, Human Resources, Health Savings Accounts, Life Insurance, Marketing, Management, Leadership, Small Business, Cafeteria Plans, Whole Life, Training, Long Term Care Insurance, Universal Life, Workers Compensation, 401k, Retirement Planning, Brokers, Critical Illness, The Affordable Care Act
Education
Santa Clara University - Leavey School of Business 1972 — 1974
MBA, Marketing
San Francisco State University 1970 — 1972
BA, Human Resources
College of San Mateo
Associate of Arts (AA), Business Administration
Horizon Blue Cross Blue Shield of New Jersey September 2010 - Present
NIP Group, Inc 2007 - 2010
Everest National Insurance Company 2003 - 2007
Prudential Financial 2000 - 2002
Prudential Financial 1999 - 2000
Prudential Financial 1997 - 1999
Prudential Financial 1995 - 1997
Prudential Financial 1991 - 1995
Nabisco Brands - Cookie and Cracker Division 1989 - 1991
Singer Kearfott 1986 - 1989
Skills
Agile Project Management, Budgets, Web Development, International Exposure, Information Technology, Strategy, SDLC, PMO, PMP, IT Strategy, Business Process..., Business Intelligence, Project Management, ITIL, Data Center, Leadership, Process Improvement, Requirements Analysis, Enterprise Software, Change Management, Business Analysis, Management, Vendor Management
Education
Saint Peter's University 1996 — 1998
MBA, MIS/International Business
St. Peter's College 1981 — 1985
Bachelor of Science, Computer Science
Highmark Inc. February 2015 - Present
Technical / Other March 1986 - Present
Prudential Financial June 1994 - July 1995
Prudential Financial June 1991 - June 1994
Prudential Financial March 1988 - June 1991
Telesciences, Inc. March 1986 - February 1988
Skills
DB2, Database Administration, Access, Oracle, Visio, Systems Analysis, Enterprise Architecture, COBOL, SQL, CICS, QMF, REXX, ISPF, Databases, Microsoft Excel, PowerPoint, Microsoft Word, ClearQuest
Education
Saint Peter's University
Bachelor's Degree, Computer Science / Mathematics
McNair Academic High School
Victory Capital Management October 2014 - Present
Prudential Financial September 2008 - September 2014
MFS Investment Management 2006 - 2008
Nationwide Insurance 2002 - 2006
CitiStreet 2000 - 2002
CitiStreet 1996 - 2000
Paine Webber 1993 - 1996
Paine Webber 1989 - 1993
Skills
Business Planning, Team Building, Employee Benefits, Retirement, Strategic Financial..., Portfolio Management, Life Insurance, Series 63, Series 7, Wealth Management, Fixed Annuities, Investments, Retirement Planning, Financial Services, Relationship Management, Mutual Funds, Sales Management, Insurance, 401k, Series 6, Asset Allocation, Alternative Investments, FINRA, Investment Strategies, Variable Annuities, Securities, Series 65, Financial Planning
Education
St. Peter's College
Bachelor of Science, Business Administration and Management, General
St. Peter's Prep
Saybrus Partners October 2013 - Present
The Guardian Life Insurance Company of America April 2012 - October 2013
Insurance Industry 2009 - 2012
Prudential Financial 2007 - 2009
AAA Texas 2003 - 2008
Texas Farm Bureau Insurance Companies 1999 - 2003
Auto Leasing 1997 - 1999
Skills
Life Insurance, Insurance, Disability Insurance, Retirement, Fixed Annuities
Education
Sam Houston State University 1992 — 1996
BS, Criminal Justice
Cy-Creek
Prudential Financial July 2015 - Present
New England Financial 2007 - Present
Sun Mountain Financial January 2014 - July 2015
Strategic Wealth Associates June 2008 - December 2013
VALIC May 1993 - December 2005
AIG Retirement 1993 - 2005
American General Life Companies 1993 - 2005
Skills
Retirement Planning, Retirement, Life Insurance, Succession Planning, Risk Management, Strategic Financial..., Disability Insurance, Securities, Investment Advisory, Finance, Asset Management, Wealth, Series 7, Strategy, Long Term Care Insurance, Small Business, Strategic Planning, 401k, Financial Services, Series 63, Estate Planning, Business Planning, Investments, IRAs, Mutual Funds, Wealth Management, Fixed Annuities, Financial Advisory, Uniform Combined State...
Education
San Diego State University-California State University 1989 — 1993
Finance
San Diego State University-California State University 1989 — 1993
Finance
The Sign Center January 2004 - Present
Prudential Financial 1998 - 2002
Wunderman 1990 - 1998
Ogilvy & Mather 1973 - 1986
Young & Rubicam Advertising 1968 - 1973
Skills
B2B, Brand Development, Graphics, Trade Shows, Marketing, Corporate Branding, Advertising, Direct Marketing, Direct Mail, Creative Direction, Creative Strategy, Digital Marketing, Social Media Marketing, Integrated Marketing, Logo Design, Art Direction, Signage, Vehicle Graphics, Online Advertising, Social Media, Online Marketing, Brand Management, Copywriting, Marketing Communications, Email Marketing, Marketing Strategy, Signs, Graphic Design, Relationship Marketing, Digital Strategy, Interactive Advertising, Outdoor Advertising, Small Business, Mobile Marketing, Start-ups, Television, Creative Services, Media Planning, Corporate Identity, Branding & Identity, Digital Media, Brochures, Brand Awareness, Content Strategy, Website Development, Brand Architecture, B2B Marketing, Concept Development, Newsletters, Media Buying
Education
School of Visual Arts 1964 — 1968
BS, Advertising
Liquid Common/Solid Elements January 2010 - Present
MRC Distributors/Blue Sky Distributors January 2009 - January 2010
Santa Fe Tequila Company February 2007 - December 2008
Santa Fe Natural Tobacco Company February 2000 - September 2006
Prudential Financial January 1998 - December 1999
Education
The College of Santa Fe 1993 — 1997
BA, Film Production, Management, Creative Process Administration
Investment Management Consultants Association (IMCA) January 2010 - Present
AMG Funds October 2012 - November 2014
Nuveen Investments April 2011 - August 2012
Charles Schwab August 2006 - April 2011
Prudential Financial March 1997 - December 2005
Paine Webber 1994 - 1997
Skills
Series 7, Series 63, FINRA, Mutual Funds, Series 24, CIMA, AIFA, Alternative Investments, Asset Allocation, Investments, Asset Management, Fixed Income, Equities, Wealth Management, Investment Strategies, Investment Advisory, Securities, Investment Management, Financial Services, Hedge Funds, Portfolio Management, Morningstar
Education
San Francisco State University
MBA
University of Michigan
BA, Philosopy
Prudential Financial July 2013 - Present
Prudential Financial March 2009 - July 2013
ADP April 2004 - June 2008
Informatica January 2000 - January 2004
Web Strategy & Marketing Solutions December 1995 - April 2000
Skills
Digital Marketing, Integrated Marketing, Web Marketing Strategy, Marketing Communications, Web Analytics, Social Media, SEM, SEO, Sales Enablement Tools, Radian6, Salesforce Marketing..., Email Marketing, Lead Generation, Social Networking, Social Intelligence, Competitive Analysis
Education
San Francisco State University
B.A.
University of California, Berkeley
Villanova University
RJ Reynolds January 2012 - Present
TaylorMade-adidas Golf May 2011 - February 2012
United States ThermoAmp July 2010 - April 2011
Prudential Financial January 2010 - July 2010
Skills
Product Marketing, Sales Management, Event Marketing, Marketing, Sales, Customer Service, Merchandising, Coaching, Event Planning, Social Media
Education
Saint Vincent College 2006 — 2010
Bachelors of Science, Marketing
Prudential Financial April 2014 - Present
Influence Bureau September 2013 - April 2014
Blast Radius January 2012 - August 2013
MRY 2010 - 2012
Renegade 2008 - 2009
Tribal DDB 2006 - 2008
Yahoo 2003 - 2005
Doner Advertising 2000 - 2002
Grey Worldwide 1994 - 1999
Skills
Mobile, Video, Social Media, Digital Marketing, Concept Development, Strategic Thinking, Logo Design, Creative Strategy, Digital Strategy, Mobile Devices, Creative Direction, Art Direction, Flash, New Media, Advertising, Television, Graphic Design, Management, Interaction Design, User Experience, Brand Development, InDesign, Outdoor Advertising, Integrated Marketing, Facebook, Interactive Advertising, Social Media Marketing
Education
School of Visual Arts 1989 — 1993
BFA, Advertising and Design
ADP July 2008 - Present
ADP July 2007 - June 2008
ADP December 2004 - July 2007
ADP September 2001 - November 2004
Prudential Financial March 1998 - August 2001
Skills
Sales Management, Miller Heiman, Direct Sales, Cold Calling, Relationship Cultivation, Sales Presentations, Presentation Development, Strategic Partnerships, Large Account Sales, Cross Selling, Salesforce.com, Team Leadership, Value-based Selling, Payroll Taxes, Sales Process, Sales, PeopleSoft, Value Based Selling
Education
San Jose State University 1993 — 1997
Bachelors of Science, Business Administration
Prudential Financial May 2015 - Present
Prudential Retirement January 2011 - September 2015
Prudential Financial December 2005 - January 2011
Prudential Financial - PMFS June 2003 - December 2005
BUYandHOLD Securities September 1999 - June 2003
Prudential Financial March 1997 - September 1999
Skills
Series 7, Series 24, Series 63, Customer Service, Strategic Planning, Operations Management, Compliance, Process Management, Series 6, Mutual Funds, Insurance
Education
St. Peter's College 2012 — 2013
Master of Business Administration (MBA)
Mary Washington College
Bachelor of Science (BS), Business Administration and Management, General
US Forest Service August 2008 - Present
US Forest Service May 2002 - Present
USAID/OFDA March 2011 - December 2012
Prudential Financial December 1998 - May 2002
Skills
Fire Management, Humanitarian Assistance, Disaster Response, Financial Analysis, Microsoft Excel, Training, Team Leadership, Team Building, Instructor-led Training, International Logistics, Logistics, Grants, Incident Command, Emergency Management, Policy, NIMS
Education
Santa Barbara City College 2002 — 2003
Emergency Medical Technology/Technician (EMT Paramedic)
University of Vermont 1989 — 1993
Bachelor's degree, Political Science and Government
Siemens Healthcare Diagnostics October 2012 - Present
Prudential Financial June 2008 - October 2012
K&K Design October 2001 - June 2008
Columbia University August 2001 - December 2007
Blueflame / Aztec Technology December 1998 - October 2001
Skills
Interactive Media, Mobile Design, Product Requirements, Wireframes, User Interface Design, User Experience, Interaction Design, User-centered Design, Information Architecture, Web Development, E-commerce, Web Design, JavaScript, Mobile Devices, User Interface, Agile Methodologies, CSS, HTML
Education
New York University
School of Visual Arts
Syracuse University 1984 — 1988
BFA, Illustration
PNC April 2015 - Present
PNC Bank October 2005 - Present
Wachovia, A Wells Fargo Company 1997 - 2005
mbna 1996 - 1997
Prudential Financial 1993 - 1996
Skills
Leadership, Management, Relationship Management, Cross Selling, Business Development, New Business Development, Marketing, Sales Management, Strategic Planning, Risk Management, Branch Management, Cash Management
Education
Salisbury University - Perdue School of Business 1985 — 1989
B.S., Business/ Marketing
john carroll 1981 — 1985
good shepherd
Oracle December 2014 - Present
Oracle April 2013 - January 2015
TriNet February 2012 - April 2013
Paychex February 2011 - February 2012
SuperMedia LLC July 2005 - January 2011
Consolidated Billing Company March 2003 - June 2005
Prudential Financial November 2001 - February 2003
MetLife December 1993 - August 2001
Skills
Lead Generation, SaaS, Sales Process, New Business Development, B2B, Employee Benefits, Start-ups, Sales, Salesforce.com, Customer Retention, Leadership, SEM, Sales Presentations, Digital Media, Sales Operations, Sales Prospecting, Prospecting Skills, PEO, Social Media Marketing, Qualifying Prospects, Contract Negotiation, Negotiation, SEO, Key Account Management, Mobile Applications
Education
Salem State University 1984 — 1988
Bachelor of Science., Economics, Psychology
Woburn High School
Prudential Financial December 2014 - Present
Skills
Financial Services, Insurance, Retirement Planning, Mutual Funds
Education
Salem State University 1998 — 2003
Marketing
Meggitt OECO July 2015 - Present
Prudential Financial August 2014 - June 2015
Santa Clara University July 2013 - June 2015
Santa Clara University Lucas Hall July 2013 - September 2013
Skills
Finance, Economics, Microsoft Word, Microsoft Excel, Microsoft Project, SAP, Bill of Materials, Master Control, Meeting Scheduling, Communication, Social Media, Teamwork, Team Leadership, Public Speaking
Education
Santa Clara University 2011 — 2015
Bachelor’s Degree, Finance, Minor in Economics, Graduate June 2015
Central Catholic High School 2007 — 2011
High School
River Front July 2015 - Present
TD March 2015 - July 2015
Merit Service Solutions June 2011 - March 2015
The Hive Strategic Marketing Inc. December 2010 - June 2011
Aerotek Professional Services July 2010 - January 2011
Prudential Financial May 2010 - July 2010
Skills
Social Media, Event Planning, PowerPoint, Salesforce.com, Outlook, Microsoft Excel, Microsoft Word, Account Management, Contract Negotiation, Management, Public Speaking, Social Media Marketing, Event Management, Social Networking, Sales, Marketing, Microsoft Office, Contract Management, Sales Management, Strategic Planning, Negotiation, Customer Service, Budgets
Education
Salisbury University 2006 — 2009
Bachelor of Arts, Communications
1-Page March 2015 - Present
ConnectSolutions Inc. March 2013 - October 2014
PGi March 2012 - March 2013
SAP 2010 - 2011
Prudential Financial 2009 - 2010
Skills
Microsoft Office, Photoshop, Salesforce.com, Cold Calling, New Business Development, Strategic Partnerships, Business Development, Unified Communications, SaaS, Cloud Computing
Education
San Jose State University
Bachelor's Degree
TrueBlue Funding Inc. September 2015 - Present
Skyline Home Loans April 2015 - Present
Nations Equity Builder January 2011 - January 2015
Prudential Financial June 2009 - March 2011
Skills
Real Estate, Legal Research, Mediation, Interior Design, Investment Properties, Mortgage Lending, Residential Mortgages, Commercial Real Estate, Commercial Mortgages, Property Management, FHA, Foreclosures, Condos, Investors, REO, Referrals, Relocation, Sellers, First Time Home Buyers, Short Sales, Loans, Single Family Homes, Buyer Representation, Real Estate Transactions, Credit, Finance, Residential Homes, Real Estate Financing, Refinance, Sales
Education
San Diego Mesa College 2003 — 2006
Interior design, Real Estate Development and finance
Art Institute of South Carolina 1995 — 1997
Associate's degree, Interior Design
Allied real estate school
BRE license, Real Estate Development, Real Estate finance
Independent BSA/AML/Sanctions Compliance Consultant January 2015 - Present
BlackRock, Inc. December 2009 - January 2015
Barclays Global Investors (acquired by BlackRock, Dec. 2009) February 2005 - December 2009
Barclays Global Investors January 2001 - February 2005
Prudential Financial June 1998 - January 2001
Safeway April 1989 - June 1998
Skills
Financial Services, AML, Anti Money Laundering, Bank Secrecy Act, Banking, Internal Controls, Financial Risk, Due Diligence, Asset Management, Portfolio Management, Fixed Income, Hedge Funds, Risk Management, Alternative Investments, Mutual Funds, Securities, Equities, Investment Advisory, Sanction, Capital Markets, Investments, Corporate Governance, OFAC, Finance, Management, KYC, Internal Audit, Private Equity, Investment Management, Securities Regulation, Risk Assessment
Education
San Francisco State University, College of Business 1994 — 1998
Business Administration, Finance
CSERT January 2005 - Present
CSERT January 2007 - July 2009
Citistreet January 2003 - December 2004
Morgan Stanley January 2001 - December 2002
Prudential Financial May 2000 - January 2001
Skills
HAZWOPER, Safety Management..., Occupational Health, Hazardous Waste..., EHS, Environmental Awareness, Environmental Compliance, Construction Safety, Industrial Safety, Hazard Analysis, Workplace Safety, Industrial Hygiene, Accident Investigation, EPA, Risk Assessment, Hazard Recognition, Hazardous Materials
Education
Salisbury University - Perdue School of Business 1996 — 2000
marketing, business
Keller Williams Realty, Inc. June 2015 - Present
CENTURY 21 Award July 2014 - June 2015
Prudential Financial 2010 - 2014
Morgan Stanley 2005 - 2009
Nationwide Financial 2001 - 2005
Fortis Financial Group 1998 - 2000
American Skandia 1995 - 1997
Chemical Investment Services 1993 - 1995
Marine Midland Bank 1986 - 1993
Skills
Mutual Funds, Retirement Planning, Series 7, Series 63, Fixed Annuities, Financial Services, Sales, Investments, Insurance, Wealth Management
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Sarah Lawrence College
BA, Liberal Arts
Prudential Financial September 2015 - Present
National Realty Guild November 2014 - September 2015
Commons Hotel February 2013 - November 2014
Coldwell Banker Burnet May 2014 - September 2014
Skills
Restaurants, Hospitality, Customer Service, Spanish, Phone Etiquette, Hotels, Time Management, Microsoft Word, Adaptability, New Hire Training, Problem Solving, Marketing, Spreadsheets, Filing, Real Estate, Real Estate Marketing, Multiple Listing Service, Listing Homes, Cold Calling, Broker Price Opinion, Commercial Real Estate, Real Estate Transactions, Microsoft Office, PowerPoint, Event Planning, Social Media
Education
University of Minnesota-Twin Cities 2012 — 2014
Bachelor's Degree, Urban Studies/Affairs & Business Management
San Diego State University-California State University 2011 — 2012
Business Administration and Management
Pinnacle Claims Management, Inc. August 2013 - Present
JBAN Imagen y Arte April 2012 - June 2012
Pacific Advisors May 2009 - June 2011
Prudential Financial July 2007 - April 2009
New York Life Insurance Company September 2005 - June 2007
Skills
Financial Services, Leadership, CRM, Strategy, Portfolio Management, Analysis, Sales
Education
San Diego State University-California State University
Masters of Science in Business Administration, Financial and Tax Planning
University of California, San Diego
Bachelor of Arts, International Studies: Economics
Universidad Carlos III de Madrid
Spanish Economics, Political Science, Business Spanish
Rosary High School
Armanino LLP February 2014 - Present
Oracle January 2013 - January 2014
Revision3 April 2012 - October 2012
Claremont Resort & Spa February 2012 - March 2012
Suntech Power November 2011 - February 2012
Prudential Financial September 2010 - October 2010
ExxonMobil Service August 2005 - March 2010
Skills
Accounting, Tax, General Ledger, Bookkeeping, Microsoft Excel, Payroll, Accounts Payable, Accounts Receivable, Finance, CCH Research, Oracle Applications, CCH Intelliconnect, Governmental Accounting, Oracle E-Business Suite, US GAAP, Checkpoint, FAS109, ISA, GAAS, Corporate Tax, Corporate Tax Planning, International Tax..., International tax..., Tax Research, Income Tax, QuickBooks, Tax Preparation, Tax Law, Tax Accounting, International Tax, Financial Accounting
Education
San Jose State University 2012 — 2013
Master of Science, Taxation
Southern Connecticut State University 2007 — 2010
Bachelor of Science, Accounting
Prudential Financial August 2013 - Present
Education
San Diego State University-California State University
Bachelor of Business Administration (BBA), Finance, General
Prudential Financial March 2003 - Present
Otakorp, Inc. April 1999 - Present
Fly By Night Design May 1996 - May 2006
Skills
Web Design, Customer Relations, Product Development, Variable Data Printing, Cross-channel Marketing, Photography, Non-profit..., Graphic Design, Digital Printing, Adobe Creative Suite, Team Management, Cross Media Marketing, Event Management, Marketing, Customer Service, Email Marketing, Direct Marketing, Management, Event Planning, Social Media
Education
School of Visual Arts 1994 — 1997
BFA, Graphic Design
NRG Renew June 2015 - Present
NRG Renew 2013 - 2015
NRG Energy May 2013 - August 2013
Prudential Financial May 2012 - May 2013
Skills
Energy Markets, Valuation, Corporate Finance, Financial Modeling, Financial Analysis, Commodity Markets, Mergers & Acquisitions, Finance, Bloomberg, Microsoft Excel, Microsoft Office, Business Analysis, PowerPoint, Accounting, Analysis, Natural Gas
Education
San Diego State University-California State University 2011 — 2013
Bachelor of Science (BS), Finance
San Diego State University-California State University
Bachelor of Science (BS), Finance, General
Prudential Financial June 2015 - Present
Aetna October 2012 - June 2015
Aetna December 2011 - October 2012
Hartford21 July 2011 - December 2011
The Loomis Chaffee School January 2011 - March 2011
LA Fitness April 2010 - August 2010
LA Fitness January 2010 - August 2010
Amica Mutual Insurance September 2009 - January 2010
Skills
Outstanding..., Employee Benefits, Sales & Marketing..., Media Research, Spanish Language..., Long Term Care Insurance, Claims Management, Customer Service, Event Planning, Microsoft Office, Social Media, Public Speaking, Management, Nonprofits, Training, Leadership
Education
University of Hartford 2015 — 2018
Master of Science (M.S.), Industrial and Organizational Psychology
Salve Regina University 2005 — 2009
Bachelor's Degree, Psycology, Spanish
Prudential Financial 2014 - Present
Ooka Japanese Restuarant March 2007 - Present
Village 2 Swim and Tennis Club June 2005 - August 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, Leadership, Management, Microsoft Word, PowerPoint, Outlook, Event Planning, Sales, Social Networking
Education
Temple University 2010 — 2013
Santa Barbara City College 2005 — 2006
Amazon August 2015 - Present
Prudential Financial June 2014 - May 2015
Law Office of WLS March 2011 - June 2013
Stacked Restaurant August 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, Teamwork, Time Management, Public Speaking, Microsoft Word, Research, Leadership, Social Media
Education
San Diego State University-California State University 2011 — 2015
Bachelor's Degree, Finance
Clovis North High School 2008 — 2011
Prudential Financial January 2015 - Present
U.S. Army Reserve June 2007 - June 2015
Dragon Financial Group July 2014 - January 2015
Chase December 2012 - May 2014
Schubert's Bakery September 2005 - November 2012
Cako Bakery July 2011 - June 2012
Skills
Customer Service, Leadership, Logistics, Microsoft Excel, Sales, Customer Satisfaction, Time Management, Team Leadership, Event Planning, Social Media, Social Networking, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Outlook, Management
Education
San Francisco State University 2009 — 2010
Bachelors of Science, College of Business (Management)
Samsung Fire & Marine Insurance August 2014 - Present
The Hartford November 2013 - Present
The Hartford October 2000 - November 2013
St. Paul Companies March 1999 - October 2000
Chubb November 1997 - March 1999
Kemper Insurance May 1995 - November 1997
Firemans Fund Insurance Company 1990 - 1995
American States Insurance 1987 - 1990
Prudential Financial 1986 - 1987
Skills
Sales & Marketing, Multi-Line Commercial..., Salesforce.com, Siebel, Underwriting, Commercial Insurance, Insurance, Commercial Lines, General Liability, Casualty, Professional Liability, Property & Casualty..., Workers Compensation, General Insurance, Liability, Customer Relations, Strategic Planning, Sales Management, Inland Marine, New Business Development, Account Management, Microsoft Office, Customer Service, Marketing Strategy, Team Building, Product Development, Problem Solving, Umbrella, Public Speaking, Word, Excel, Umbrella Insurance, Legal Liability, CRM, Management, Analysis, Marketing, Strategy, Business Development, Small Business, Brokers, Risk Management, Sales, Selling, Instructional Design, Sales Operations, Claims Management, Product Management, Claim, Disability Insurance
Education
Santa Ana College 1980 — 1982
Westchester Secondary Charter School May 2014 - Present
LAUSD September 2007 - June 2013
Libra Investments 1992 - June 1998
East West Capital February 1991 - 1992
Prudential Financial May 1990 - February 1991
Drexel Burnham Lambert June 1984 - February 1990
Merrill Lynch August 1982 - June 1984
Skills
Teaching
Education
F.S. Conard HS 1978 — 1981
HS Diploma, Liberal Arts
Santa Monica College
Associates, Child Development
Prudential Financial August 2011 - Present
Prudential Financial January 2010 - August 2011
Prudential Financial December 2003 - January 2010
Skills
Community Management, Department Budgeting, Operations Management, Social Media, Microsoft Excel, Microsoft Word, PowerPoint, IBM Connections, Metrics Reporting, Social Media Evangelist, Experienced Speaker, Program Management, Risk Management, Financial Services, Insurance, Vendor Management, Business Process..., Portals, Business Analysis, Project Management, Management, Process Improvement, Leadership
Education
School for International Training
Micromedia Strategies, Inc. January 2010 - Present
Datnalysis Corporation July 2004 - December 2009
Prudential Financial June 2000 - June 2004
Merrill Lynch April 1997 - June 2000
Shearson Lehman / Smith Barney September 1990 - January 1997
Morgan Stanley February 1988 - September 1990
Skills
Investor Relations, Investments, Venture Capital, Finance, IPO, Equities, CFM, FX trading, Investment Strategies, Metastock, GPM (Guided Portfolio..., Chief Economic Advisor..., Portfolio Management, Asset Management, CSD (Consulting..., Technical Analysis: E..., Chief Investment..., Institutional Trading..., Metastock 10, Q Charts, Elliott Wave Forcaster, Fluent in Arabic, Asset Managment, MetaStock 13 Pro, Thompson Reuters Eikon..., Mutual Funds, Series 7
Education
San Diego State University-California State University 1983 — 1987
Bachelor of Science (BS), Business/Managerial Economics
Tasis Greece
Axella Insurance Services, Inc. January 2012 - Present
Ready Health Insurance June 2010 - January 2012
Prudential Financial November 2007 - April 2011
CESN CONSTRUCTION May 2006 - May 2007
CESN CONSTRUCTION May 2005 - May 2006
Subway April 2004 - May 2005
Skills
Arabic, New Business Development, Management, Account Management, Marketing, B2B, Microsoft Excel, Competitive Analysis, Training, Contract Negotiation, Analysis, Business Development, CRM, Customer Service, Sales, Leadership, Marketing Strategy, Strategic Planning
Education
University of Redlands 2009 — 2011
MBA, Masters Business Administration; Finance
San Diego State University-California State University 2003 — 2006
Bachelor of Arts, Economics
Valhalla High School 1995 — 1999
HS Diploma, General HS Diploma
Electronic Arts (EA) November 2014 - Present
Deloitte October 2011 - October 2014
San Diego Management Consulting August 2009 - April 2011
Sigma Phi Epsilon Fraternity, SDSU December 2007 - December 2008
Prudential Financial June 2007 - August 2007
Skills
Accounting, Financial Reporting, Payroll, Financial Accounting, Financial Statements, Finance, Bookkeeping, Budgets, Auditing, Tax Preparation, Leadership, Accounts Receivable, Data Analysis, Financial Analysis, Customer Service, QuickBooks, Microsoft Excel, Event Planning, Tax, Research, Training, Corporate Tax, Tax Research
Education
San Diego State University-California State University 2005 — 2009
BS, Accounting
JPMorgan Chase & Co. September 2015 - Present
BNP Paribas September 2014 - Present
BNP Paribas May 2014 - Present
Morgan Stanley December 2012 - May 2014
Ridge Clearing March 2012 - November 2012
Credit Suisse April 2008 - March 2012
Bank of America Securities June 2005 - March 2008
Prudential Financial April 1987 - May 2005
The Reserve Funds September 1981 - March 1987
Skills
Corporate Actions, Bonds, Equities, Securities, Middle Office, Asset Management, Reconciliation, Fixed Income, Bloomberg, Back Office, Prime Brokerage, Mergers, Outlook, Excel, Word, PowerPoint, Microsoft Office, Reconciliations, Lotus Notes, Account Reconciliation, Microsoft Word, Financial Services, Settlement, Mergers & Acquisitions, Microsoft Excel, Financial Risk
Education
School of Visual Arts 1977 — 1981
BFA, Graphic Communications
UBS Financial Services, Inc. October 2010 - Present
Merrill Lynch 2004 - September 2010
Nationwide Financial 2003 - 2004
UBS Financial Services, Inc. 2002 - 2003
Prudential Financial 1990 - 2002
Education
San Diego State University-California State University
BS, Finance
Bank of America January 2014 - Present
Prudential Financial February 2012 - December 2013
JPMorgan June 2008 - February 2012
Bear Stearns October 2003 - June 2008
Agrema Technologies Inc November 1999 - November 2006
Lehman Brothers January 1999 - October 2003
TIAA-CREF February 1994 - November 1999
Standard Chartered Bank 1994 - 1994
Bank of America 1992 - 1994
Tata Motors 1990 - 1992
Skills
Prime Brokerage, Fixed Income, Trading Systems, Electronic Trading, SDLC, Market Data, Equities, Equity Derivatives, Hedge Funds, Credit Derivatives, Interest Rate..., Capital Markets, Project Management, Investment Banking, Sybase, Derivatives, Investment Management, Management, Enterprise Software, Options, Back Office, FX Options, Market Risk, Financial Services, Securities, ACORD, Vendor Integration, Broker-Dealer, Wealth Management
Education
Sardar Patel University
BS, Engineering
Edelman May 2015 - Present
Prudential Financial January 2015 - Present
Pardon The Art Direction June 2011 - May 2015
Vita Organic Foods, LLC July 2011 - April 2015
Rokkan December 2014 - February 2015
OppenheimerFunds February 2014 - June 2014
mcgarrybowen November 2012 - June 2013
Ogilvy & Mather February 2012 - September 2012
JWT October 2007 - June 2011
SPREADArtCulture July 2006 - August 2008
Skills
Creative Direction, Integrated Marketing, Advertising, Brand Development, Art Direction, Creative Strategy, Luxury Goods, Marketing Communications, Strategy, Digital Strategy, Copywriting, Brand Awareness, Social Media, Financial Services, Strategic Brand..., Concept Development, Corporate Communications, strategic problem..., technology, Automotive, Brand Management, Broadcast, Corporate Branding, Graphic Design, brand journalism /..., Professional Services, Entrepreneurship, Leadership, Branding & Identity, Creative Writing, Brochures, Storytelling, B2B, Guerrilla Marketing, Start-ups, Viral Marketing, Campaigns, Communication, Brand Equity, Brand Loyalty, Technical Writing, Work Ethic, Small Business, Idea Generation, Client Presentation, Collaborative Problem..., Product Launch, New Business Development, Pro Bono, Donor Outreach
Education
School of Visual Arts 1986 — 1987
Advertising
Boston University - College of Communication 1982 — 1986
Bachelor of Science, Public Relations and Mass Communication
Prudential Financial June 2007 - Present
Smith Barney June 2006 - June 2007
Education
Santa Clara University
American Express November 2011 - Present
Prudential Financial February 2009 - November 2011
Capital One May 2003 - January 2009
Capital One June 2002 - May 2003
Capital One June 2001 - June 2002
Capital One August 1998 - May 2001
SandSports Sports Mktg April 1996 - October 1999
Mentor Investments, Wachovia February 1997 - August 1998
Coca-Cola Enterprises May 1995 - February 1997
Skills
Risk Management, Compliance, Enterprise Risk..., Operational Risk, Regulatory Requirements, Auditing, Regulatory Examinations, Marketing Management, Performance Reporting, Financial Reporting, New Product..., Quality Control, Internal Controls, Strategic Planning, Project Management, Financial Analysis, Operational Risk..., Governance, Internal Audit, Cross-functional Team..., Mergers & Acquisitions, Leadership, Business Analysis, Analysis, Financial Risk
Education
University of Richmond - Robins School of Business 2001 — 2003
MBA, Leadership & International Studies
Tecnológico de Monterrey 2002 — 2002
MBA, International
Salisbury University - Perdue School of Business 1991 — 1995
BS, Accounting
American Bankers Association - Graduate School of Compliance Risk Mgmt
CRCM - Certified Regulatory Compliance Manager
American Bankers Association - National Regulatory Compliance Management Program; Lending & Deposits
Project Management Institute
PMI - RMP (Risk Management Professional), PMI-RMP In progress
Baby and Company, Inc April 2015 - Present
Red Hat August 2013 - October 2014
Prudential Financial October 1998 - July 2013
Prudential Financial June 2001 - October 2006
Prudential Financial October 2003 - June 2006
Prudential Financial October 1998 - June 2001
Skills
Process Improvement, Analysis, Vendor Management, Business Analysis, Business Process..., SDLC, Risk Management, Data Analysis, Equity Compensation, Project Management, Equities, Management, Program Management, Access, Stock Option, Software Documentation, Business Intelligence
Education
Saint Peter's University 1981 — 1985
BS, Marketing/Management
International Institute for Software Testing Professionals
Certification in Software Testing
Santa Clara University - Leavey School of Business
Completed Level 2 of the Certified Equity Professional Program
Heartland Funding October 2013 - Present
Calcon Mutual May 2012 - September 2013
PNC Mortgage 2011 - 2012
First Asia Financial 2006 - 2011
Wells Fargo Home Mortgage 2004 - 2006
Prudential Financial 2001 - 2003
Skills
Mortgage Lending, FHA, Refinance, Mortgage Banking, FHA financing, Loan Origination, Loans, Real Estate, Investment Properties, Investments, Residential Mortgages, Short Sales, VA loans, First Time Home Buyers, Real Estate Financing, Government Loans
Education
San Diego State University-California State University 1980 — 1985
Bachelor of Arts (B.A.), Computer Science
Prudential Financial May 1998 - May 2000
24 Hour Fitness May 1992 - May 1998
Skills
Strategic Planning, Business Strategy, Business Analysis, Asset Management, Strategy, Start-ups, Business Development
Education
San Francisco State University 1987 — 1989
B.A., Broadcast Communication
Prudential Financial 2007 - Present
American Skandia 2004 - 2007
American Skandia 2000 - 2003
Oakley 1996 - 1999
Skills
Process Improvement, Training, Strategy, Strategic Financial..., Mutual Funds, Leadership, Risk Management, Financial Services, Insurance, Investments, Coaching, Program Management, Customer Service
Education
USC 1999 — 2000
Santa Ana College 1997 — 1999
Prudential Fixed Income January 2009 - Present
Prudential Financial June 2001 - January 2009
Skills
RFP, GIPS Compliance, Fixed Income, Performance Measurement, Marketing Communications
Education
Saint Peter's University 2001 — 2003
MBA, Finance
Saint Peter's University 1995 — 1999
BS, Economics
Cintas July 2011 - Present
Prudential Financial April 2006 - January 2011
Skills
Strategic Financial..., Investments, Financial Analysis, Process Improvement, Sales Management, Relationship Management, Business Analysis
Education
Salve Regina University
Prudential Financial Executive AssistantPacific Capital BancorpJanuary 2002 - June 2006
Education
Saint Peter's University 1968 — 1970
None, General
The Hebets Company April 2015 - Present
MassMutual Financial Group January 2014 - February 2015
Dress for Success Phoenix January 2013 - May 2014
Dress for Success Phoenix June 2012 - May 2014
Turning Pointe Wealth Mangement August 2012 - December 2013
CWM June 2011 - June 2012
Pacific Life 2000 - 2011
Capital Management & Planning 1998 - 2000
Prudential Financial 1997 - 1998
Skills
Asset Protection, Marketing Strategy, Retirement Planning, Insurance, Life Insurance, Employee Benefits, Disability Insurance, Strategic Financial..., 401k, Estate Planning, Social Networking, Marketing Communications, Public Speaking, LinkedIn, Social Media Marketing, PowerPoint, Presentation Development, Collateral Materials..., Agency Relationship..., Dynamic Speaker, Term Life Insurance, Financial Services, IRAs, Long-term Care, Fixed Annuities, Asset Allocation, Asset Management, Finance, Investments, Retirement, Management, Marketing, Sales, Strategic Planning, Small Business, Social Media, Customer Service, Relationship Management, Coaching, New Business Development, Sales Management, Training, Strategy
Education
San Jose State University 1989 — 1994
BA, Education
Oak Grove High School
Headhunter July 1997 - Present
Charles Schwab 1995 - 1997
Prudential Financial 1991 - 1995
Education
San Diego Mesa College
Barclays Capital August 2009 - Present
Lehman Brothers February 2007 - August 2009
Morgan Stanley December 2005 - January 2007
Prudential Financial 2001 - 2005
Skills
Expense Management, Savings
Education
Seton Hall University 2002 — 2004
MBA, Finance
Saint Peter's University 1997 — 2001
BS, Business Management
Prudential Financial April 2015 - Present
Self Employed May 2013 - Present
TD Ameritrade June 2011 - December 2012
Fiserv February 2009 - February 2011
CheckFree Investment Services February 2005 - March 2009
CheckFree Investment Services June 2003 - March 2005
CheckFree Investment Services February 2002 - March 2005
Financial Services January 1989 - January 2002
Pershing, a BNY Mellon company 1989 - 1993
Skills
Strategy, Program Management, Analysis, Finance, Relationship Management, Business Analysis, Risk Management, Sales, Customer Service, SDLC, Leadership, PMO, Software Development, Call Centers, Process Improvement, Series 7, Vendor Management, Cross-functional Team..., Business Process..., Product Management, Trading Systems, Back Office, Requirements Gathering, Visio, Portfolio Management
Education
St. Peter's College 1985 — 1989
Business Management
Mater Dei Prep
HIllmann Consulting LLC April 2010 - Present
PVC Container Corp May 2005 - September 2009
Proskauer Rose LLP September 2001 - May 2005
Ascertain Solutions October 2000 - September 2001
Prudential Financial June 1988 - September 2001
Skills
Financial Reporting, Internal Controls, Financial Analysis, Forecasting, Auditing, Insurance, Budgets, Finance
Education
Saint Peter's University 1984 — 1988
BS, Accounting
Hudson Catholic High School 1980 — 1984
Prudential Financial October 1993 - Present
Prudential Financial 1993 - 2008
Education
San Jose State University 1988 — 1991
BA, Accounting
Spagnoletti & Company March 2015 - June 2015
Sammons & Berry, P.C. October 2012 - March 2015
Bannwart & Associates, P.C. April 2011 - October 2012
Brown Sims, P.C. July 2010 - January 2011
Abraham, Watkins, Nichols, Sorrels, Agosto & Friend May 2010 - June 2010
Berg and Androphy August 2009 - November 2009
Cohen, Gorman, and Putnam, LLP July 2009 - August 2009
Burck Lapidus & Lanza, PC. January 2009 - April 2009
Prudential Financial June 2004 - May 2006
Sam Houston State University August 1998 - May 2004
Skills
Legal Research, Legal Writing, Civil Litigation, Litigation, Westlaw, Commercial Litigation, Mediation, Criminal Law, Personal Injury, Corporate Law, Appeals, Estate Planning, Employment Law, Courts, Litigation Support, Torts, Intellectual Property, Family Law, White Collar Criminal..., Personal Injury..., Criminal Defense, Contract Law
Education
South Texas College of Law 2007 — 2009
J.D., Law
Sam Houston State University 1997 — 2000
M.A., English
Prudential Investments November 2014 - Present
Prudential Investments 1993 - Present
Prudential Financial 1993 - Present
PC Magazine 1988 - 1991
Skills
Advertising, Creative Direction, Graphics, Graphic Design, Logo Design, Adobe Creative Suite, InDesign, Packaging, Illustrator, Online Marketing, Art Direction, Adobe Acrobat, Marketing Communications, Mac, Marketing, Brochures, Direct Mail, Brand Development, Corporate Branding, Creative Strategy, Corporate Identity, QuarkXPress, Web Design, Collateral, User Interface Design, Layout, Concept Development, Branding & Identity, Typography
Education
School of Visual Arts
Graphic Design
PNC Investments April 2009 - Present
Prudential - Wealth Management Solutions 2001 - February 2009
Prudential Financial 2001 - December 2008
Prudential Financial 1993 - 2001
Education
Salisbury University - Perdue School of Business 1985 — 1989
BA, Marketing, Communication Arts
University of Pittsburgh
AIF
Aries Freight Systems June 2012 - Present
Hudson Bradley Logistics, LLC September 2008 - February 2012
Prudential Financial 2005 - 2008
Skills
Management, Negotiation, Asset Allocation, Process Improvement, Project Management, Training, Operations Management, Logistics
Education
Sam Houston State University 2003 — 2005
BBA, Business Administration and Management, General
Tomball Community College 2001 — 2003
AA, General
New York Life Investments 2005 - Present
Prudential Financial May 2001 - October 2005
SunAmerica Asset Management June 1997 - May 2001
Skills
Mutual Funds, Variable Annuities, Financial Services, Series 6, Series 26, Asset Management, Securities, Securities Regulation, Insurance, Due Diligence, Corporate Governance, Equities, Investments
Education
Saint Peter's University
Bachelor of Science (BS), Economics and Finance
University of Houston January 2014 - Present
University of Houston-Downtown August 2009 - Present
Lone Star College May 2005 - August 2014
Harris County Department of Education January 2006 - January 2012
University of Houston Downtown January 2009 - August 2009
University of Houston-Downtown June 2004 - January 2009
University of Houston-Downtown June 2003 - June 2004
University of Houston-Downtown August 2000 - June 2003
Harris County Sheriff's Office January 1996 - August 2000
Prudential Financial September 1994 - January 1996
Skills
Online instruction, Microsoft Office, Supervision, E-Learning, Teaching, Student Affairs, Higher Education, Distance Learning, Educational Technology, Admissions, Educational Leadership, Research, Student Recruiting, Teacher Training, Fundraising, Event Planning, College Teaching, Academic Administration, Staff Development, Public Speaking, Leadership Development, Instructional Design, Community Outreach, Curriculum Development, Curriculum Design, Adult Education, Program Development, Student Development, Training, Conflict Resolution, Critical Thinking, Workshop Facilitation, Faculty Development, Academia, Academic Advising, Career Counseling, Leadership, Grant Writing, Classroom, Organizational..., Nonprofits, Program Evaluation, Policy, University Teaching, Instructional Technology, Tutoring, Career Development, K-12, Qualitative Research, Student Engagement
Education
Sam Houston State University 2005 — 2012
EDD, Higher Education
Sam Houston State University 2000 — 2005
M.Ed., Supervision
Texas A&M University 1972 — 1977
Bio-Engr.
Prudential Financial May 2011 - Present
Prudential Financial February 2004 - May 2011
Merrill Lynch 2000 - January 2004
Education
Saint Peter's University
Master of Business Administration (MBA), Risk Mgmt
Saint Peter's University 1999 — 2003
Bachelors, Business Mgmt
Prudential October 2012 - Present
at ING US September 2007 - October 2012
Prudential Financial April 2004 - April 2007
CIGNA Retirement & Investment Services 1991 - 2004
CIGNA Healthcare 1991 - 1995
Skills
Series 6, Series 26, Management, Insurance, Retirement, 401k, Financial Services, Risk Management, Process Improvement
Education
Salem International University 1983 — 1987
BA, Criminal Justice
Prudential Financial
Skills
Asset Management, Microsoft Office, Investments, Due Diligence, Real Estate, Program Development, Real Estate Economics, Valuation, Financial Analysis, Portfolio Management
Education
San Francisco State University
BA, Liberal Arts
Everest National Insurance Company December 2010 - Present
Consultant March 2010 - Present
Prudential Financial January 2010 - December 2010
Express Scripts March 2007 - January 2010
MetLife November 2000 - November 2006
Skills
Insurance, Telecommunications, Healthcare, Supply Chain, PMO, Resource Management, Data Warehousing, ETL, Business Analysis, Program Management, Data Modeling, IT Management, Risk Management, MS Project, Business Intelligence, SOA, SharePoint, SDLC, Disaster Recovery, Crystal Reports, Process Engineering, SQL, PMP, Process Improvement, SSRS, XML, SOX, Waterfall, Vendor Management, Project Management, Change Management, Project Planning, Software Development, Management, Requirements Analysis, Enterprise Architecture, Software Project..., IT Strategy, Leadership, Strategy, Consulting
Education
Sathyabama Institute of Science and Technology 1990 — 1994
BE, Computers
University of Madras 1990 — 1994
BE, Computers
Rosary 1978 — 1990
Prudential Financial August 2010 - Present
TwoFour September 2009 - August 2010
Fortis Bank 2008 - 2009
Education
Saint Peter's University 2005 — 2009
US Bancorp August 2015 - Present
Prudential Financial May 2013 - July 2015
MetLife January 2011 - May 2013
New York Life Insurance Company June 2006 - January 2011
Skills
Financial Reporting, Accounting, Variance Analysis, General Ledger, Account Reconciliation, Finance, Financial Analysis, Insurance, GAAP, Managerial Finance, Financial Accounting, Investments, Analysis, Strategic Financial...
Education
Saint Peter's University
Master of Business Administration (MBA)
Saint Peter's University
Bachelor of Science (B.S.), Accounting
The Pacific Center for Financial Services June 1996 - Present
Prudential Financial April 1994 - June 1995
KFTY TV 50 June 1988 - April 1994
Chez Panisse January 1987 - January 1994
Education
SFSU
Prudential Financial January 1997 - Present
Schindler Elevator Corporation (U.S.) June 1995 - January 1997
Skills
Software Project..., Enterprise Architecture, Software Development, Business Analysis
Education
St. Peter's College
BS, Computer Science
Millennium Brokerage Group, LLC January 2014 - Present
TIME Financial September 2010 - January 2014
Prudential Financial April 2009 - September 2010
Skills
Strategic Financial..., Estate Planning, Multi-generational..., Intergenerational..., Succession Planning, Intentionally Defective..., Charitable Gift Planning, Irrevocable Life..., Life Insurance, Retirement, Financial Planners, Series 6, Insurance, Financial Advisory, Certified Financial..., Retirement Planning, Fixed Annuities, Securities, Disability Insurance, Long-term Care, Mutual Funds, Wealth Management, Long Term Care Insurance, Series 63
Education
San Diego State University-California State University 2004 — 2008
BS, Financial Planning and Services
hbhs
hbhs
LPL Financial April 2015 - Present
LPL Financial August 2013 - Present
Mutual of America October 2008 - Present
M & M Design Resources 2007 - 2008
Prudential Financial March 2007 - December 2007
CBIZ MHM, LLC 2006 - 2007
Skills
Series 6, Series 63, Mutual Funds, Insurance, Asset Allocation, Customer Satisfaction, Securities, Investments, Credit, Customer Service, Financial Planners, Outlook, Life Insurance, Risk Management, Sales, Employee Benefits, Microsoft Excel, Access, Strategic Financial..., Process Improvement, Accounting Management, Internal Audit, Payroll, Income Tax
Education
UCSD Extension Studies 2011 — 2012
Certificate, Accounting
San Diego State University-California State University 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
Department of the Navy, Commander US Pacific Fleet January 2014 - June 2014
Able-Disabled Advocacy January 2009 - January 2014
Prudential Financial August 2007 - May 2008
Therapeutic Recreation Services 2005 - 2007
San Diego Unified School District 2005 - 2006
Skills
Editing, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Customer Service, Non-profits, Teaching, Event Planning, Research, PowerPoint, Marketing, Facebook, Social Networking, Program Development, Leadership Development, Nonprofits, Management, Creative Writing, Coaching, Social Media, Staff Development, Data Entry, Social Services, Training, Volunteer Management, Leadership, Time Management, Community Outreach, Event Management, Conflict Resolution, Career Counseling, Tutoring, Teamwork, Fundraising, English, Higher Education, Critical Thinking, Outlook, Workshop Facilitation, Resume Writing, Writing, Public Relations
Education
San Diego City College 2004 — 2008
Health & Human Services
RBC Investor & Treasury Services 2015 - Present
NBCN 2014 - 2015
TD Waterhouse 2013 - 2014
TD Waterhouse 2010 - 2013
Prudential Financial 2008 - 2009
Plazma Sound 2004 - 2008
Skills
Financial Services, CRM, Time Management, Leadership, Customer Service, Training, Investments, Human Resources, Credit, Management, Budgets, Process Improvement, Analysis, Employee Engagement, Account Management, Customer Satisfaction, Portfolio Management, Retail Banking, Relationship Management, Banking, Wealth Management
Education
Schiller International University
B.A., International Relations
Trebas Institute 2000 — 2003
Cert., Business Admin., Sound Design, and Audio Engineering
ROkITT August 2014 - Present
Deutsche Bank July 2010 - August 2014
Morgan Stanley Smith Barney 2005 - 2010
Dun and Bradstreet April 2002 - April 2005
Prudential Financial June 1998 - February 2002
Square D by Schneider Electric 1997 - 1998
Skills
Portfolio Management, Financial Services, Program Management, DevOps, IT Security Policies &..., Access Control, Mobile Applications, Strategic Leadership, Technical Leadership, IT Strategy
Education
Saint Peter's University 1999 — 2001
Master's Degree, MBA
Univ of Pune 1992 — 1996
Bachelor's Degree, B.S. in Electronics Engineering -
ALLDATA August 2013 - Present
Sprint March 2006 - June 2013
Sprint Nextel September 2004 - March 2006
Citi June 2002 - August 2004
Prudential Financial December 1999 - March 2002
Skills
Solution Selling, M2M, Wireless, Telecommunications, Direct Sales, Unified Communications, 4G, Salesforce.com, Managed Services, Account Management, Channel, CDMA, Cellular Communications, MPLS, Selling, VoIP, Team Leadership, Backgammon
Education
San Diego State University-California State University 1995 — 1999
Bachelor's degree, Finance, General
Energy East October 2009 - Present
Fisher Scientific Intl January 2008 - August 2009
PC Connection February 2007 - January 2008
Prudential Financial October 2004 - February 2007
Public Service Enterprise Group May 2004 - October 2004
Honeywell Intl September 2002 - April 2004
Becton Dickinson April 2002 - September 2002
Becton Dickinson January 2002 - April 2002
Alcoa November 2001 - January 2002
Engelhard Corporation January 2001 - September 2001
Education
San Jose State University
Bachelor of Science, Computer Science Engineering
The Prudential Insurance Company of America March 1988 - Present
Prudential Financial March 1988 - Present
Skills
Governance, Contract Negotiation, Vendor Relationships, Project Management, Procurement, Vendor Management, Oral & Written..., Business Continuity..., PMO, Disaster Recovery, Team Leadership, Project Portfolio..., Business Process..., SDLC, Risk Management, Emergency Services, Business Analysis
Education
Salem Community College 1985 — 1987
Communication, Journalism, and Related Programs
Arthur P Schalick High School 1979 — 1985
Diploma, Communication, Journalism, and Related Programs
Pacific Guardian Life January 1999 - Present
Prudential Financial 1971 - 1999
Education
San Francisco State University
St.Vincent's Primary Care August 2012 - Present
Prudential Financial February 2012 - August 2012
Education
University of South Florida 2006 — 2009
BA, Psychology
Santa Fe Community College 2003 — 2006
Associate of Arts (A.A.), Psychology
NYSE Euronext October 2012 - Present
Financial Industry Regulatory Authority (FINRA) January 2012 - October 2012
Federal Reserve Bank October 2011 - January 2012
prudential bache commodities October 2009 - July 2011
Northern Trust Bank September 2008 - October 2009
Prudential Financial June 2002 - March 2008
Skills
FIX Protocol, UNIX,..., SQL Server, TOAD, Excel,, Data Warehousing
Education
Sardar Patel University 1993 — 1997
bachelor of science, computer
Prudential Financial August 2012 - Present
CSG Systems August 2009 - February 2012
Skills
Program Management, Management, Strategic Planning, Team Leadership, Analysis, Account Management, Microsoft Office, Customer Service, Leadership, Sales, Training, Budgets, Marketing, Social Media, Windows
Education
Salem College
MassMutual Financial Group January 2013 - December 2014
The Hartford December 2003 - January 2013
Prudential Financial 1999 - 2003
The Hartford 1998 - 1999
Resource Investors Management Company (RIMCO) 1991 - 1998
American Express 1989 - 1990
Education
University of Hartford
Master of Business Administration (M.B.A.), Finance
Salem State University
Bachelor of Science (B.S.), Finance
HEBRON ACADEMY
Open Mortgage, LLC January 2014 - Present
Security 1 Lending July 2012 - January 2014
Marinello Schools of Beauty January 2012 - July 2012
Sports Club LA January 2010 - February 2012
Sports Club LA January 2010 - January 2012
24 Hour Fitness January 2009 - January 2012
Prudential Financial January 2007 - June 2009
Milestones Clothing Boutique March 2004 - December 2006
IRE Glass Designs January 2000 - December 2005
Skills
Goal Oriented, Customer Service, Sales Management, Exceeding Expectations, Executive Management, Cold Calling, Data Entry, Information Gathering, Finance, Loan Origination, Loans, Management, Public Speaking, Sales, Social Media, Social Networking, Strategic Planning
Education
San Francisco State University 2010 — 2012
currently enrolled, Business
Bethel Ministry School 2004 — 2007
Pastoral license, Theological and Ministerial Studies
San Francisco State University
San Francisco State University
Sound Engineering /Music Business
Prudential Financial June 2000 - Present
John P. Woods Co.,Inc. August 1979 - September 1997
Education
St. Peter's College 1972 — 1976
BS, Accounting
St. Peter's Prep 1968 — 1972
Deutsche Bank January 2005 - Present
Citi January 1991 - January 2005
Prudential Financial January 1985 - January 1991
Education
St. Peter's College 1981 — 1985
Bachelor's degree, Accounting and Finance
Wealth Management Systems, Inc (WMSI) April 2015 - Present
Wealth Management Systems, Inc (WMSI) 2015 - Present
Prudential Financial March 2013 - April 2015
MetLife 2006 - 2012
Affiliated Computer Services 2002 - 2006
Kwasha Lipton/PWC Unifi 1994 - 2001
The Segal Company 1988 - 1994
Bankers Trust 1984 - 1988
Education
Wagner College 1985 — 1988
Master of Business Administration (MBA), Business Administration, Management and Operations
St. Peter's College 1980 — 1984
Bachelor of Science (BSc), Business Administration and Management, General
Berkadia Commercial Mortgage LLC April 2011 - Present
Berkadia Commercial Mortgage LLC May 2002 - April 2011
Prudential Financial June 1996 - May 2002
Skills
Risk Management, Insurance, Underwriting, Loans, Mortgage Lending, Asset Management, Financial Analysis, Credit, Real Estate, Investments, Finance, Banking, Valuation, Credit Analysis, Due Diligence, Microsoft Excel, Loan Origination, Portfolio Management, Analysis, Financial Modeling
Education
Salisbury State University 1989 — 1993
Bachelor's degree, Communication and Media Studies
Bronx Community Wellness Center of Holistic Medicine February 2013 - Present
Prudential Financial April 2007 - November 2011
Education
Sanford-Brown Institute-New York 2012 — 2013
Medical/Clinical Assistant