Prudential Retirement
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Prudential Retirement Employees
Prudential Retirement 2010 - Present
Prudential Retirement April 2004 - 2010
Cigna Retirement 1998 - March 2004
Skills
Retirement, Fixed Annuities, Mutual Funds, Insurance, Securities, Sales, New Business Development, Investment Management, 401k, Financial Services, Retirement Planning, Defined Benefit
Education
Bay Path College
Bachelor of Science (BS), Business, Suma Cum Laude
Prudential Retirement August 2013 - Present
Prudential Retirement February 2012 - August 2013
Fidelity Investments August 2010 - February 2012
Fidelity Investments June 2005 - August 2010
Skills
Project Management, Sales, Investments, Series 7, Series 63, Mutual Funds, Financial Services, 401k, Asset Allocation, Retirement
Education
University of Rhode Island 2008 — 2010
MBA, MBA
Bryant University 2001 — 2005
BS in BA, Finance
Suffield High School 1997 — 2001
Will County Auditor October 2013 - Present
Prudential Retirement 2011 - 2012
Skills
Internal Audit, Bank Reconciliation, Accounts Payable, Finance, Financial Services, Customer Service, Mutual Funds, Investments, Retirement Planning, Securities, Banking, Retirement, Accounting, 401k, Access, Loans
Education
Loras College 2009 — 2013
Bachelor of Arts (BA), Accounting
Fidelity Investments March 2014 - Present
Prudential Retirement April 2008 - March 2014
Prudential Retirement May 2006 - April 2008
Prudential Retirement September 2004 - May 2006
American Trust & Savings Bank August 2003 - February 2005
Skills
Retirement Savings, Relationship Management, Client Relations Skills, 401k, Advisor Relationships, Retirement, Financial Services, Investments, Defined Benefit, Defined Contribution, Financial Advisory, Insurance, Mutual Funds, Retirement Planning, Pensions, Risk Management
Education
Clarke University 2007 — 2010
BA Business Management/Marketing
Prudential Retirement October 2007 - Present
Prudential Financial 1997 - 2007
Hewitt Associates 1994 - 1997
Skills
401k, Retirement, Defined Benefit, Defined Contribution, Series 63, Series 7, Investments, Series 6, Mutual Funds, Retirement Planning, Pensions, Employee Benefits, Investment Management, Relationship Management, ERISA, Fixed Annuities, Asset Management, Securities, Financial Services, Insurance, Management, Risk Management, Asset Allocation, Leadership
Education
Barat College of DePaul University 1987 — 1994
Bachelor's Degree, Industrial and Organizational Psychology, Magna Cum Laude
Prudential Retirement September 2008 - Present
Skills
Series 6, Series 63, Relationship Management, Client Development, Customer Service, Client Engagement, ASPPA
Education
Clarke University 2012 — 2015
MBA
University of Dubuque 2004 — 2007
Bachelor's of Business Administration
Prudential Retirement June 2003 - Present
Sedgwick 1990 - 1998
Skills
401(k) Investments, DC Plan Investments, Investment Strategies, Stable Value, Retirement Income..., Investment Selection, Investment Monitoring, Investment Policy..., Fund Array Design, Asset Allocation, Defined Contribution, Investment Management, Investments, Mutual Funds, Retirement, Retirement Planning, Risk Management, Securities
Education
Baruch College
Master of Business Administration (MBA), Finance
Herbert H Lehman College
Bachelor of Arts (BA), Economics
Prudential Retirement July 2013 - Present
Prudential Retirement September 2010 - July 2013
Prudential Retirement April 2008 - September 2010
Prudential Retirement May 2004 - April 2008
CIGNA Retirement and Investment Services April 2000 - April 2004
Producers Financial 1998 - 1999
Skills
Qualified Retirement..., Retirement Planning, Retirement, Fixed Annuities, Mutual Funds, Investments, Insurance, Securities, Pensions, Risk Management, Investment Management, Cross-functional Team..., 401k, Wealth Management, Life Insurance, Customer Service
Education
Clarke University 2007 — 2012
Bachelor of Business Administration (BBA), Marketing
Northeast Iowa Community College-Calmar 1996 — 1998
3 Diplomas, Business
DailyAccess Corporation January 2012 - March 2013
Advanced Pension Solutions December 2010 - January 2012
Prudential Retirement July 2008 - October 2010
Nationwide Retirement Solutions May 2002 - July 2008
Nationwide Financial March 1997 - May 2002
Nationwide Financial August 1994 - March 1997
Skills
401k, Relationship Management, Cross-functional Team..., Retirement, Retirement Planning, Investments, Employee Benefits, Financial Services, Pensions, Leadership, Management, Business Planning, Business Development, Sales, Mutual Funds, Series 63, Series 7, FINRA, Financial Advisory, Fixed Annuities
Education
Lindenwood University
BS, Elementary Education
Prudential Retirement September 1996 - Present
TOMY International March 1990 - May 1996
Education
Upper Iowa University 1994 — 1996
Bachelor of Arts (BA), Business Administration and Management, General
Hawkeye Community College 1989 — 1990
Diploma, Administrative Assistant and Secretarial Science, General
University of Northern Iowa 1986 — 1988
Prudential Retirement 2004 - Present
CIGNA Retirement & Investment Services 1995 - 2004
CIGNA Retirement & Investment Services 1981 - 1995
Skills
Qualified Retirement..., Retirement Planning, Retirement Plan..., Relationship Management, Client Management, Plan Transition, Investment Oversight, Plan Design, 401k, Defined Benefit, Defined Contribution, Non Qualified, Retirement Income, Investments, Retirement, Securities, Fixed Annuities
Education
Hood College
Bachelor of Science (B.S.)
Prudential Financial April 2014 - Present
Prudential Retirement 2004 - April 2014
CIGNA December 1996 - April 2003
Aetna Life & Casualty 1984 - 1996
Skills
Strategic Planning, Organizational..., Organizational Design, IT Strategy, Program Management, Transformational..., Strategic Leadership, Leadership, Management, IT Management, Business Strategy, Mergers & Acquisitions, Strategy, Project Management, Analytics, Team Management, Financial Services, Business Analysis, Vendor Management
Education
Rensselaer Polytechnic Institute 1998 — 1999
MBA
Central Connecticut State University 1979 — 1982
BA
Prudential Retirement January 2004 - Present
CIGNA 2000 - 2004
Education
California State University-Fullerton 1991 — 1993
BS, Child Development
Prudential Retirement November 2012 - Present
Crump Insurance Services 2012 - 2012
AXA Equitable 2010 - 2011
MetLife Inc. 2005 - 2009
Travelers Life & Annuity 2004 - 2005
BISYS Insurance Services 2001 - 2004
American Skandia 2000 - 2001
Advest, Inc 1999 - 2000
Executive Risk/Chubb 1998 - 1999
Gent Financial Group-New England Financial 1990 - 1998
Skills
Microsoft Project, Microsoft Excel, Microsoft Powerpoint, Illustration-Insurance, Vendor Management, Product Management, Marketing Strategy, Marketing Communications, Market Research
Education
Central Connecticut State University
B.S., Business Administration/Marketing
Prudential Financial January 2014 - Present
Prudential Retirement January 2011 - December 2013
Prudential Retirement May 2005 - January 2011
Prudential Financial August 1999 - May 2005
Communication Technology for Business 1994 - 1999
Sealand 1991 - 1994
Skills
SDLC, Vendor Management, IT Strategy, IT Management, Disaster Recovery, Enterprise Architecture, Business Intelligence, Change Management, Risk Management, Relationship Management, IT Outsourcing, Financial Services, IT Service Management, Project Delivery, Solution Architecture, Project Portfolio..., ITIL, Vendor Relationships, Process Improvement, Application Lifecycle..., Service Delivery, Project Management, PMO, Portfolio Management, Business Analysis, Requirements Analysis, Software Project..., PMP
Education
Kean University 1990 — 1993
BS, Management, Finance
New Jersey Institute of Technology 1988 — 1990
Electrical Engineering
Prudential Retirement August 2011 - Present
Prudential Retirement December 2007 - July 2011
The Hartford September 2006 - December 2007
Skills
Retirement, Retirement Planning, Investments, Insurance, Financial Services, Financial Advisory, Mutual Funds, Securities, Fixed Annuities, 401k, Defined Benefit, Defined Contribution, Investment Management, Relationship Management
Education
Central Connecticut State University 1997 — 2002
BS, Finance
Prudential Financial October 2011 - Present
Prudential Retirement November 2010 - February 2012
Prudential Retirement December 2001 - September 2009
CIGNA Retirement & Investment Services 1995 - 2004
Skills
Retirement, Series 6, 401k, Mutual Funds, Defined Benefit, Series 63, Series 7, Defined Contribution, Investments, Retirement Planning, Relationship Management, ERISA, Business Development, Stable Value, Income Protection, Asset Allocation, Employee Benefits, Equities, Insurance, Investment Advisory, Leadership, Securities
Education
University of Hartford 1997 — 1999
Masters Degree, Business Administration
Eastern Connecticut State University 1991 — 1995
B.S., Business Administration
East Hartford High School
Prudential Retirement January 2013 - Present
PC Helps Support LLC 2006 - December 2012
Skills
Selling, CRM, Customer Service, Recruiting, Human Resources, Leadership, Management, Marketing Strategy, Mutual Funds, Project Management, Retail, Retirement Planning, Risk Management, Team Leadership, Training, Business Development, Insurance, Direct Sales, Investments, Sales, Process Improvement, Sales Process, Salesforce.com, Vendor Management
Education
Drexel University 2008 — 2010
Master of Public Health (MPH)
Slippery Rock University of Pennsylvania 2000 — 2004
BA, Poitical Science
Honesdale High School
MassMutual Financial Group June 2014 - Present
New York Life Retirement Plan Services April 2014 - May 2014
New York Life Retirement Plan Services September 2011 - April 2014
New York Life Retirement Plan Services March 2011 - September 2011
Prudential Retirement December 2008 - March 2011
Prudential Retirement April 2006 - December 2008
Prudential Retirement April 2004 - April 2006
Prudential Retirement August 2000 - April 2004
Education & Training Programs, Inc October 1996 - August 2000
Macro International 1992 - 1996
Skills
Marketing, Strategic Planning, Defined Benefit, Retirement, Strategy, Mergers & Acquisitions, Business Development, Program Management, Management, Integrated Marketing, Retirement Planning, Change Management, Series 7, Team Leadership, Strategic Communications, Defined Contribution, Asset Management, Marketing Strategy, Training, Direct Marketing, Financial Services, Marketing Communications, Public Speaking, Relationship Management, Budgets, Pensions, Vendor Management
Education
University of Connecticut 1998 — 2000
M.B.A., International Marketing & Finance
College of the Holy Cross 1988 — 1992
B.A., Psychology & African American History
Longmeadow High School 1984 — 1988
Prudential Retirement February 2006 - Present
CIGNA Retirement & Investment Services/Prudential May 2001 - March 2005
CIGNA Retirement & Investment Services October 1998 - May 2001
CIGNA Retirement & Investment Services January 1996 - October 1998
CIGNA Retirement & Investment Services April 1991 - January 1996
Skills
Visio, Access, Excel, Data Analysis, SharePoint, Process Improvement, Databases, Testing, Product Development, Microsoft SQL Server, Business Requirements, Project Management, Business Analysis, Software Documentation, Risk Management, Management, Analysis, Customer Service, SDLC, Insurance, Lotus Notes, PowerPoint, Training, Microsoft Excel, Business Process, CRM, Requirements Analysis, Requirements Gathering, User Acceptance Testing, Business Process..., Vendor Management, Quality Assurance
Education
Eastern Connecticut State University 1985 — 1989
Bachelor's, Business Management
Montville High Scool 1981 — 1985
Prudential Financial October 2014 - Present
Prudential Retirement June 2008 - October 2014
The Hartford July 1993 - May 2008
Skills
Financial Services, Performance Consulting, Retirement, Training Delivery, Business Analysis, Change Management, Needs Analysis, Learning Management..., Training Management, Training Programs, Customer Service..., Business Writing, Executive Presentation..., Management, Employee Training, Training, Program Management, Instructional Design, Instructor-led Training, E-Learning, Organizational..., Performance Management, Leadership Development, Employee Engagement, Coaching, Adult Education, Call Centers
Education
Holyoke Community College
Associate of Science (A.S.), Early Childhood Education and Teaching
Prudential Retirement December 2010 - Present
Prudential Retirement August 2006 - December 2010
Prudential Retirement August 2004 - August 2006
Skills
Qualified Retirement..., Relationship Management, 401k, Team Leadership, Organizational Change..., Collaborative Leadership
Education
Excelsior College 2010 — 2013
Masters of Business Administration
Iowa State University 1987 — 1991
Bachelor of Science (B.S.), Hotel, Restaurant and Institution Management
Prudential Retirement November 2006 - September 2014
Henkel Corporation May 2004 - October 2006
Hogan Creative August 2000 - May 2004
Wolf Jessee Paquin Communications January 1998 - April 2000
Heavy Duty Graphics July 1995 - December 1997
Skills
Advertising, Creative Direction, Marketing Communications, Graphic Design, Direct Marketing, Graphics, Brand Development, Art Direction, Corporate Branding, Direct Mail, Corporate Identity, Logo Design, Creative Strategy, QuarkXPress
Education
Savannah College of Art and Design 1992 — 1995
BFA, Graphic Design
Bentley University 1991 — 1992
Marketing
Wells Fargo Advisors, LLC 2011 - Present
Prudential Retirement 2006 - 2010
Stanton Group 2001 - 2006
Stanton Group / DCA 1997 - 2001
Wells Fargo (Norwest) 1997 - 1997
United States Marine Corps 1991 - 1996
Education
Capella University 2004 — 2006
MBA, Business
Lawrence University 1988 — 1992
B.A., Philosophy
MassMutual Financial Group May 2015 - Present
MassMutual Financial Group November 2012 - May 2015
Prudential Retirement May 2008 - January 2013
CNL Securities 2006 - 2008
CNL 2006 - 2008
ALPFA 2003 - 2008
New England Financial a Metlife Company 2004 - 2006
Axa Advisors 2002 - 2004
Skills
Financial Analysis, Strategic Planning, Financial Services, Investments, Series 7, Series 63, Management, Strategic Financial..., Wealth Management, Retirement, Portfolio Management, Banking, Finance, Business Analysis, Alternative Investments, Mutual Funds, Financial Advisory, Retirement Planning, Securities, Financial Planning
Education
American InterContinental University 2009 — 2010
MBA, International Business
Florida International University - College of Business 2001 — 2004
BA, BS, Management and International Business
Prudential Retirement February 2007 - Present
Bank of America 2002 - 2007
Skills
Change leadership with..., Investments, Retirement, Financial Advisory, Banking, CRM, Management, Series 7, Series 63, Mutual Funds, Securities, Wealth Management, Portfolio Management, Retirement Planning, Asset Allocation, Asset Management, Financial Services, Strategic Financial..., Equities, Team Leadership, Alternative Investments, Insurance, Finance, 401k, Fixed Annuities, Investment Management
Education
Bryant University
Master of Business Administration (MBA), Finance
Bryant University
Bachelor's degree, Finance
Prudential Individual Life Insurance February 2014 - Present
Prudential Retirement January 2009 - February 2014
Prudential Retirement May 2008 - December 2008
Travelers 2004 - 2008
Omniglow 2002 - 2006
Skills
Training, Leadership, Coaching, Leadership Development, Selling, Strategy, Strategic Planning, Marketing, Management, Oral & Written..., Feedback, Delivering Results, Organizational..., Executive Coaching, Insurance, Needs Analysis, Retirement, Team Building
Education
Columbia University - Columbia Business School
Coaching Certification
Elon University
Goddard College
B.A., English, Christian Literature
Prudential Retirement January 1995 - Present
Skills
Qualified Retirement..., 403 b, 457 Plans, 401k, Retirement, Mutual Funds, Retirement Planning, Investments, Financial Services, Insurance, Fixed Annuities, Management
Education
King's College
Prudential Retirement 1999 - Present
Skills
Series 24, Hold Series 7, Series 63, Qualified Retirement..., Relationship Management, 401k, Retirement Plan...
Education
Clarke College 2006 — 2008
Master's degree, Business Administration and Management, General
Loras College 1991 — 1995
Bachelor of Business Management, Business Administration and Management, General
Charles Schwab April 2015 - Present
Blue Shield of California December 2013 - December 2014
PG&E March 2013 - October 2013
Google April 2012 - October 2012
The Henderson Group October 2010 - April 2012
Bonnie P. Rose & Associates January 1995 - October 2010
Prudential Retirement February 2008 - April 2008
Valley Home Transformation 2003 - 2008
Bonnie P. Rose & Associates 1993 - 1995
Skills
Organizational..., Leadership, Coaching, Organizational Culture, Leadership Development, Cross Functional Team..., Management, Strategy, Change Management, Conflict Resolution, Public Speaking, Team Building, Organizational..., Program Management, 360 Feedback, Group Process Skills, Training, Emotional Intelligence..., Project Management, Classroom Delivery, MBTI, Facilitation Skills..., Interviews, Covey Leadership, Instructional Design, Relationship Building, Consulting, Strategic Planning, Human Resources, Workshop Facilitation, Recruiting, Executive Coaching, Performance Management, Customer Service...
Education
Northwestern University
Masters work toward degree in
Loyola University of Chicago
M.S. Organizational Behavior
Bradley University
B.S.
Black Rose Writing May 2014 - Present
Broad Brook Elementary School January 2011 - Present
Allstate Financial August 2010 - January 2013
John Hancock Life Insurance Company (U.S.A.) July 2007 - April 2010
MassMutual Financial Group June 2004 - December 2005
Prudential Retirement 2003 - 2004
CIGNA Retirement 2002 - 2003
Skills
Training, Sales Process, Sales Management, Sales, New Business Development, Insurance, Customer Service, Financial Services, Investments, Mutual Funds, Retirement Planning, Strategic Planning, Strategy, 401k
Education
Central Connecticut State University 1997 — 2002
BA, Communication - Public Relations and Promotions
Central Connecticut State University 1997 — 2002
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
People's United Bank June 2015 - Present
Bozlin Financial Services Consulting May 2014 - May 2015
Prudential Bank and Trust, Prudential Retirement February 2012 - May 2014
Prudential Retirement August 2010 - February 2012
The Bozlin Group 2009 - August 2010
Merrill Lynch 2006 - 2009
Merrill Lynch 2000 - 2006
Fleet Bank, NA 1994 - 2000
Withers Bergman LLP 1984 - 1992
Skills
Retirement, Retirement Investment, Product Development, Wealth Management, Tax Planning, Public Speaking, Leadership, Defined Benefit Planning, Investment Strategies, Institutional..., Strategic Leadership, Thought Leadership, Relationship Management, Product Marketing, Employee Benefits, Trust Services, Tax Law
Education
Georgetown University Law Center
JD
Cornell University
BA
Phillips Academy Andover
Gibraltar Ventures April 2015 - Present
Prudential Retirement September 2004 - March 2015
Prudential Retirement 2004 - November 2011
Cigna May 1985 - June 1996
Skills
Strategic Partnerships, Training, Leadership
Education
Connecticut College 1981 — 1985
B.A., Liberal Arts
Spireon, Inc. September 2012 - Present
Packers Sanitation Services August 2011 - November 2012
Dubuque Regional Humane Society January 2011 - August 2011
QTI Group June 2010 - September 2010
Sedgwick CMS February 2007 - May 2009
Prudential Retirement January 2005 - January 2007
Klauer, Attorney at Law January 2001 - January 2005
Skills
Customer Service, Microsoft Excel, Recruiting, Team Building, Spanish, Outlook, Training, Payroll, Interviews, Human Resources, Time Management, Employee Training, Hiring, Public Speaking, New Hire Orientations, Account Management
Education
Ashford University 2009 — 2012
Bachelors, Spanish and Education; Organizational Management
Prudential Individual Life Insurance February 2013 - Present
Prudential Individual Life Insurance February 2013 - Present
Prudenital Annuities August 2012 - January 2013
Prudential Annuities September 2010 - August 2012
Prudential Retirement July 2007 - August 2010
Prudential Retirement November 2005 - July 2007
Prudential Retirement November 2003 - November 2005
Eastman Kodak Company June 1994 - June 2001
Skills
Financial Services, Series 7, Series 63, Strategic Planning, Relationship Management, Segmentation, Business Strategy, Market Research, Strategic Partnerships, Marketing, Management, Insurance, Marketing Strategy, Leadership, Account Management, Business Development, Business Intelligence, Competitive Analysis, CRM, Cross-functional Team..., FINRA, Market Analysis, Process Improvement, Strategy, Business Analysis
Education
Cornell University - Johnson Graduate School of Management 2001 — 2003
MBA, Finance
Colgate University 1988 — 1992
BA, Economics
Vertex Incorporated July 2013 - Present
MassMutual Financial Group 2013 - 2015
PRUDENTIAL RETIREMENT March 2011 - February 2013
ING August 2003 - August 2007
Aetna included August 1988 - August 2007
ING January 2000 - January 2003
AETNA FINANCIAL SERVICES January 1997 - January 2000
Skills
Leadership, Retirement, Defined Benefit, Relationship Management, Strategy, Management, Talent Developer, Coaching, 401k, Business Planning, Project Management, Pensions, Defined Contribution, Investments, Series 6, Leadership Development, Financial Services, Series 63, Training, Insurance, Portfolio Management, Employee Benefits, Finance
Education
Quinnipiac University 2012 — 2013
MS, Organizational Leadership
Albertus Magnus College 1999 — 2001
B.S, BUSINESS MANAGEMENT
Prudential Retirement January 2014 - Present
Prudential Retirement January 1998 - January 2014
Prudential Retirement January 1995 - January 1998
Prudential Retirement June 1993 - January 1995
Merrill Lynch September 1992 - June 1993
Skills
Requirements Analysis, Requirements Gathering, SDLC, Business Analysis, Business Requirements, ETL, SQL, Project Management, Manage Client..., OMNI, Retirement, Systems Analysis, Data Analysis, Data Warehousing, Mutual Funds, Variable Annuities, systems development..., Functional Requirements, Non-Functional..., Data Mining, Databases, Requirements Management, Written Communication, Oral Communication, Business Systems...
Education
University of Scranton 1998 — 2001
Studied MIS -Management Information Systems
King's College 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), International Business
King's College 1989 — 1993
International Business, International Business/Economics
Prudential Retirement Customer Service - Medicare Part DTMG HealthJune 2014 - October 2014
Skills
Customer Service, Insurance, Health Insurance, Call Centers, HIPAA, Graphic Design
Education
DeVry University 2015 — 2016
Associate's degree, Graphic Design web based
DeVry University 2015 — 2016
Web Page, Digital/Multimedia and Information Resources Design
MassMutual Financial Group July 2014 - Present
Prudential Retirement September 2012 - July 2014
The Forum Group October 2011 - September 2012
Prudential Retirement June 2003 - July 2011
Prudential Retirement March 2002 - June 2003
Participant Center January 1998 - March 2002
Participant Center January 1997 - January 1998
Skills
Leadership, Internal Communications, Strategy, Management, Marketing, CRM, Fundraising, Quality Assurance, Call Centers, Sales, Performance Management, Defined Benefit, Process Improvement, Financial Services, Recruiting, Operations Management, Forecasting, Insurance, Sales Process, Retirement, Customer Service
Education
Eastern Connecticut State University 1988 — 1992
Bachelors, English and Spanish
Eastern Connecticut State University
B.A, English and Spanish
J.P. Morgan Private Bank September 2015 - Present
Prudential Financial November 2013 - May 2015
Prudential Retirement March 2011 - November 2013
KPMG LLP April 2008 - March 2011
Usability Sciences August 2006 - March 2008
Deloitte Touche Tohmatsu July 2002 - July 2006
OmniSpace Technologies [Fast Software] September 1998 - September 2001
Deloitte Consulting June 1995 - August 1998
HP [EDS - Electronic Data Systems] January 1991 - August 1993
Skills
Digital Strategy, Digital Marketing, Product Management, Innovation Management, User Experience, Mobile Applications, Social Media, Web Analytics, Leadership, Content Management, Start-ups, Globalization, Cloud Computing, Analytics, Business Development, Entrepreneurship, SaaS, CRM, Web 2.0, Information Architecture, Sales Operations, Management, Strategy, Project Management, Email Marketing, Online Marketing, Marketing, Integrated Marketing, Interactive Marketing, SEM, Gamification, Social Selling, Campaign Management, Management Consulting, Accessibility, Digital Transformation, Solution Architecture, Personal Development, Talent Management, Business Planning, Web Site Production, Web Project Management, Agile Project Management, Mobile Marketing, Mobile Internet, New Venture Development, Start-up Consulting, Global Marketing, Multi-channel Marketing, Hispanic Marketing
Education
New York University 1993 — 1995
M.B.A.
ESADE 1994 — 1994
International Business Certification
Fordham University 1988 — 1990
B.S.
University of Oklahoma 1986 — 1988
Lincoln Financial Group March 2014 - Present
Prudential Retirement January 2000 - March 2014
Prudential Financial January 2000 - March 2014
Skills
Qualified Retirement..., Retirement Planning, Investments, Risk Management, Nonprofits, 401k, Mutual Funds, Series 63, Retirement, Series 7, Series 6, Internal Communications, Wealth Management, Pensions, Securities, Life Insurance
Education
Loras College
The Benefit Practice May 2015 - Present
Prudential Retirement January 2013 - April 2015
Hartford Life 2008 - 2009
Hartford Life July 2002 - December 2007
Skills
Qualified Retirement..., Mutual Funds, Retirement Planning, 401k, Retirement, Series 63, Investments, Insurance, Series 6, Series 7, Fixed Annuities
Education
Avon Old Farms
LaGrange College
B.A., Business
Prudential Retirement September 2008 - Present
Skills
Qualified Retirement...
Education
Loras College
Prudential Financial September 2013 - Present
Prudential Retirement March 2010 - August 2013
ING 2007 - 2008
Aon Hewitt 1996 - 2001
Skills
Client Relationship..., Project Implementation, Process Improvement, Management, Risk Management, Vendor Management, Business Analysis, CRM, Financial Services, Insurance, Project Management, Mutual Funds, Leadership, Sales Management, Strategy, Retirement, New Business Development
Education
Warton School of Business 1990 — 1995
Certified Employee Benefits Specialist, CEBS
Colby College 1984 — 1988
Bachelor of Arts (B.A.), Business Administration and Management, General
University of Bath 1986 — 1987
Business Administration and Management, General, A
Prudential Retirement August 2014 - Present
IHC Risk Solutions (formerly Risk Assessment Strategies) March 1995 - August 2014
Vernon Family Dentistry December 1993 - March 1995
Saint Edward Church October 1987 - August 1993
Skills
Insurance, Invoicing, Case Management, Newsletters, Claim, Medical Records, Health Insurance, Employee Benefits, Underwriting, Microsoft Excel, Customer Service, Microsoft Word, Medicine, Microsoft Office, Software Documentation
Education
Manchester Community College 2012 — 2014
Business Office Technology Program
Fox Institute of Business-West Hartford 1998 — 1999
Certification, Computer Business Systems Applications, 4.1
Prudential Retirement January 2010 - Present
Prudential Retirement January 2008 - January 2010
CUNA Mutual Group January 2005 - January 2008
METLIFE INVESTMENTS January 2004 - January 2005
EDWARD JONES INVESTMENTS January 2002 - January 2004
Fidelity Investments January 2000 - January 2002
Fidelity Investments January 1996 - January 2002
Fidelity Investments January 1998 - January 2000
Fidelity Investments January 1997 - January 1998
BANKBOSTON/BAYBANK January 1996 - January 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategy, Training, Retirement Planning, Sales, 401k, Management, Retirement, Investments, Insurance, Mutual Funds, Relationship Management, Financial Services
Education
Babson College 2003 — 2008
M.B.A, Finance
Dickinson College 1990 — 1993
B.A, Economics
MassMutual USIG March 2012 - Present
Prudential Retirement 2007 - 2011
Prudential Retirement 2000 - 2007
BankBoston 1998 - 2000
Fleet Financial Group 1992 - 1998
Bank of New England 1990 - 1992
Bank of New England 1987 - 1990
The Conifer Group 1984 - 1987
Skills
Change Management, Strategic Planning, Strategic Sourcing, Banking, Business Process..., Cross-functional Team..., Integration, Management, Mergers, Organizational..., Outsourcing, Strategy, Mergers & Acquisitions, Business Analysis, Financial Services, Insurance, Vendor Management, Risk Management, Project Planning, Sales Operations
Education
Assumption College
Master, Business Administration
Worcester State University
Bachelor of Arts, Psychology
Winthrop-University Hospital January 2015 - Present
North Shore-LIJ Health System June 2014 - January 2015
Prudential Retirement July 2012 - August 2013
Geisinger Health Plan January 2012 - July 2012
Kings College August 2011 - May 2012
Sundance Vacations October 2007 - August 2011
Skills
Business, Marketing, Healthcare, Customer Service, Finance, Retirement Savings, Leadership, Data Entry, Time Management, Teamwork, Insurance, Management, Training, PowerPoint, Microsoft Word, Employee Benefits
Education
King's College 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Keystone College 2008 — 2008
Prudential Retirement December 2011 - Present
Skills
Business Analysis, Technology Solutions, Databases, Program Management, PMP, Process Improvement, Documentation, Coaching, Public Speaking, Team Leadership, Operations Management, Executive Reporting, Professional Mentoring, Disaster Recovery, Writing, Strategic Planning, User Acceptance Testing, Microsoft Office, HP Exstream, LotusScript, Lotus Domino, Lotus Notes, Vendor Relationships, Training Delivery, PMO, Software Documentation, IT Strategy, Change Management, SDLC, Leadership, Project Portfolio..., Insurance, Training, Requirements Gathering, Vendor Management, Visio, Risk Management, Project Management, Management, Requirements Analysis, IT Management, Software Project..., Quality Assurance, Integration
Education
Villanova University 2004 — 2004
Masters Certificate
Isenberg School of Management, UMass Amherst
Business Administration
Prudential Retirement January 2007 - Present
Keystone Investment Group, LLC August 2011 - 2015
Prudential Retirement July 2003 - January 2007
Prudential Bank & Trust July 2002 - June 2003
ExxonMobil Refining & Supply Company August 1998 - August 2000
Exxon Research & Engineering Company August 1995 - August 1998
Skills
Fixed Income, Investments, Portfolio Management, Equities, Asset Allocation, Investment Management, Finance, Cross-functional Team..., Financial Risk, Pensions, Mutual Funds, Alternative Investments, Asset Management, Financial Services, Management
Education
Cornell University - Johnson Graduate School of Management 2000 — 2002
MBA with Distinction (top 10% of class), Finance
Stevens Institute of Technology 1991 — 1995
B.E., Mechanical Engineering, cum laude
CIGNA Healthcare May 2012 - Present
CIGNA September 2007 - July 2012
Prudential Retirement June 2006 - June 2007
MassMutual 1996 - 2006
Aetna Retirement Services 1994 - 1996
Skills
Retirement Planning, Healthcare, Health Insurance, Process Improvement, Insurance, Analysis, Business Analysis, Employee Benefits, Access, Medicare, Strategic Planning, Management, Strategy, Leadership, Managed Care, Program Management, Data Analysis, Project Management
Education
Western New England College 1999 — 2001
MBA
Central Connecticut State University 1990 — 1994
BS
Prudential Financial May 2003 - Present
Prudential Retirement 2003 - Present
Education
Bates College 1978 — 1982
Simsbury High School 1975 — 1978
Prudential 1995 - Present
PRUDENTIAL RETIREMENT 1995 - Present
Prudential Financial November 1989 - Present
Education
Central Connecticut State University 1975 — 1980
Prudential Retirement Sr. Client ConsultantPrudential Financial2002 - Present
Education
Clarke University 1986 — 1989
ADP April 2013 - Present
Prudential Retirement November 2007 - May 2013
Prudential July 2005 - November 2007
Pacific Life February 2005 - July 2005
Pacific Life November 2002 - February 2005
TRILOGY NPC April 2002 - November 2002
Skills
Sales, New Business Development, Insurance, Series 63, Mutual Funds, Relationship Management, Financial Services, Management, Defined Contribution, Investments
Education
California State University-San Bernardino - College of Business and Public Administration 1999 — 2002
BA, Business Administration: Emphasis in Management and Finance
Concord Advisory Group October 2006 - Present
Prudential Retirement November 2004 - September 2006
Prudential Investments August 2002 - November 2004
ADP January 2002 - July 2002
Merrill Lynch June 1998 - September 2001
Education
Fairleigh Dickinson University 2004 — 2007
MBA, Finance
Mount St. Mary's University 1994 — 1998
Bachelor of Science, Business
TIAA-CREF June 2015 - Present
Prudential Retirement October 2012 - January 2015
OptumHealth January 2010 - July 2012
The Hartford Insurance Group June 2007 - January 2010
MassMutual Financial Group April 2003 - May 2007
CIGNA Healthcare March 1997 - April 2003
Aetna September 1987 - August 1996
Skills
Marketing Strategy, Business Process, Insurance, Management, Outsourcing, Process Improvement, Risk Management, Strategic Planning, Strategy, Program Management, Financial Services, Business Process..., Leadership, SDLC, Vendor Management, Change Management, Training, Business Requirements, Resource Management, Analysis, Project Management, Business Analysis, Finance, PMP, Project Planning, Six Sigma
Education
University of Hartford 1998 — 2008
Masters, Organizational Behavior
Central Connecticut State University 1990 — 1996
Bachelors, Business Management
Educational Testing Service (ETS) January 2014 - Present
Educational Testing Service (ETS) June 2013 - January 2014
ETS July 2010 - June 2013
ETS October 2008 - July 2010
ETS April 2007 - October 2008
Princeton Information September 2006 - April 2008
ADP October 2003 - August 2006
Prudential Retirement 1998 - 2003
Response Analysis Corporation 1992 - 1997
Skills
Project Management, Program Management, SDLC, Vendor Management, PMP, Business Process..., Business Analysis, Process Improvement, Software Project..., PMO, Software Development, MS Project, Requirements Analysis, IT Strategy, Project Portfolio..., Product Development, Change Management, Cross-functional Team..., Management, Software Documentation, Project Delivery, CRM, Governance, Testing, Resource Management, ITIL, Integration, ERP, Analysis, Product Management, Quality Assurance, Team Building, Team Leadership, Project Planning, Business Process, IT Management, Enterprise Architecture, Visio, Team Management, Requirements Gathering, Risk Management, Business Requirements, Leadership, Business Intelligence, Consulting, Outsourcing, Agile Project Management, Process Engineering, IT Project & Program..., Agile Methodologies
Education
Centenary College 2011 — 2013
MBA, MBA
Chubb Professional Resources, Top Gun 1997 — 1997
Diploma, Computer Programming
Rutgers University-New Brunswick 1991 — 1992
Masters, Politics and Public Policy
Washington College 1987 — 1991
BA, Political Science
Prudential Retirement 2002 - Present
Prudential Financial February 2012 - March 2014
Prudential Financial January 1999 - April 2002
PricewaterhouseCoopers LLP 1989 - 1998
Price Waterhouse Coopers 1989 - 1998
Price Waterhouse 1989 - 1998
Skills
Compliance, Risk Management, Insurance, Financial Analysis, Mergers, Strategic Planning, Project Management, Business Strategy, Due Diligence, Financial Services, Program Management, Vendor Management, Investments, Retirement, Portfolio Management, Securities, Mergers & Acquisitions, Mutual Funds, Asset Management, Relationship Management, Financial Modeling
Education
Northeastern University 1988 — 1989
MS/MBA, Accounting
Brown University 1984 — 1988
Bachelor's degree, Economics, Biology
MassMutual Financial Group May 2015 - Present
Prudential Retirement April 2006 - May 2015
New York Life Investment Management June 1999 - April 2006
Skills
401k, Pensions, Investments, Retirement, Asset Allocation, Stable Value, Investment Strategies, Economics, Strategic Consulting, Retirement Planning, Investment Management, Fixed Annuities, Insurance, Securities, Finance, Mutual Funds
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2010
MBA, Finance, International Management
Bryant University 1995 — 1999
B.S. in Business Administration, Finance
SunGard Consulting Services June 2013 - Present
Prudential Financial 2010 - 2012
Prudential Retirement 2007 - 2010
Prudential 2003 - 2008
Prudential Retirement 2001 - 2003
Prudential Retirement November 1994 - 2001
Skills
401k, Relationship Management, Retirement, Risk Management, Retirement Planning, Process Improvement, Investments, Pensions, Financial Analysis, Project Management, ERISA, Change Management
Education
University of Wisconsin-Platteville 2010 — 2015
Master of Science, Project Management
Loras College 1989 — 1993
BA, Communication: Public Relations
Prudential Annuities April 2006 - Present
Prudential Retirement January 2003 - March 2006
Prudential Retirement February 2000 - January 2003
Skills
Series 26, Series 6
Education
Lehigh University - College of Business and Economics 1986 — 1990
Bachelor of Science (B.S.), Finance
Teachers Retirement System of illinois November 2013 - Present
Prudential Retirement May 2010 - November 2013
FIRST TRUST PORTFOLIOS May 2004 - January 2009
Thomas White International July 2000 - April 2004
Brinson Partners Inc. June 1996 - June 2000
UBS Global Asset Management 1996 - 1999
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, FINANCE
Prudential Retirement November 2013 - Present
Prudential Financial July 2008 - November 2013
Prudential Financial December 2006 - July 2008
Prudential Financial October 2001 - December 2006
Prudential Fixed Income June 2000 - October 2001
Skills
Project Management, Capital Management, Mergers & Acquisitions, Valuation, Financial Risk, Financial Modeling, Credit Analysis, Capital Markets, Financial Analysis, Portfolio Management, Securities, Risk Management, Investments, Corporate Finance
Education
Columbia University - Columbia Business School 2008 — 2009
Master of Business Administration (MBA)
Rochester Institute of Technology 1996 — 2000
Bachelor of Science (BS), Finance and Economics
Prudential Financial July 2011 - Present
Prudential Retirement May 2006 - July 2011
CIGNA Retirement & Investment Services May 2002 - April 2004
Skills
Marketing Communications, Project Management, Capacity Planning, Coaching, Visionary, Eye for Details, Continuous Improvement, Business Process..., Qualified Retirement..., Retirement Planning, Communication Skills, Written & Oral...
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2008
MBA, Business
Seton Hall University 1997 — 2001
BA, Psychology
Voya Financial June 2014 - Present
Prudential Retirement August 2010 - May 2013
GE Asset Management July 2007 - March 2010
United States Marine Corps Reserve January 2002 - April 2009
ING April 2005 - July 2007
First Investors Corporation January 2000 - March 2001
Skills
Investments, Financial Services, Mutual Funds
Education
Central Connecticut State University
Bachelor of Science, Marketing
Deloitte August 2013 - Present
Deloitte Consulting January 2011 - August 2013
Prudential Retirement 2008 - 2010
Prudential Retirement June 2007 - August 2008
Nationwide Insurance May 2006 - August 2006
AEGON June 2005 - May 2006
LVMH Fashion Group 2004 - 2004
Skills
Process Improvement, Data Analysis, Management Consulting, Strategic Planning, Strategic Roadmaps, Activity Based Costing, Benchmarking, Product Evaluations, Business Analysis, Business Process..., Financial Analysis, Performance Management
Education
Cornell College 2003 — 2007
BA
Presec
Tema Parents
Prudential Retirement October 2010 - Present
Skills
Pensions, Pension Risk, Actuarial Consulting, Pension Accounting, Post Retirement Medical
Education
Smith College 1978 — 1982
Colgate University 1977 — 1978
Prudential Retirement December 2014 - Present
Acres Title Agency/Keller Williams September 2014 - November 2014
Stanton & Co September 1999 - September 2014
NYC Economic Development Corp May 1997 - September 1999
New York Review of Books/Granta August 1995 - May 1997
Skills
Direct Marketing, Corporate Communications, Marketing, Creative Direction, Art Direction, Integrated Marketing, Concept Development, Brand Development, Creative Strategy, Advertising, Corporate Identity, Direct Mail, Typography, Social Media, Graphic Design, Marketing Communications, Adobe Creative Suite, Interactive Marketing, Logo Design, Digital Marketing, SEO, Corporate Branding, Brochures, InDesign, Interactive Advertising, Email Marketing, Collateral
Education
Fashion Institute of Technology 1991 — 1995
BFA, Advertising/Graphic Design
MassMutual Financial Group June 2015 - Present
Prudential Retirement 1995 - Present
CIGNA Retirement & Investment Services 1995 - 2004
Liberty Bank January 1994 - July 1995
Skills
Retirement Planning, Defined Benefit, Defined Contribution, Mutual Funds, Series 63, Series 7, Sales, Investments, 401k, Employee Benefits, Life Insurance, Asset Allocation, Financial Advisory, Series 6
Education
Central Connecticut State University 1988 — 1993
BA, Political Science
East Hartford High School
Prudential Financial September 2011 - Present
Prudential Retirement January 2001 - August 2011
Prudential Financial August 1997 - December 2000
AXA/Equitable August 1985 - August 1997
Skills
Retirement Planning, Retirement, Investments, Financial Services, Wealth Management, Insurance, Mutual Funds, Strategic Financial..., Fixed Annuities, 401k, Asset Managment, Pensions
Education
The American College 1995 — 1997
MS, Masters in Financial Services
Denison University 1981 — 1985
BA, Economics
University of Connecticut July 2014 - Present
University of Connecticut November 2011 - Present
CATIC Exchange Solutions, Inc. August 2009 - October 2011
CATIC Exchange Solutions, Inc. January 2006 - August 2009
Prudential Retirement July 2003 - October 2004
CIGNA Retirement & Investment Services May 1998 - July 2003
CIGNA Healthcare September 1996 - May 1998
CIGNA Investment Management August 1995 - September 1996
Coopers & Lybrand September 1991 - August 1995
Coordination Technology, Inc. September 1989 - May 1991
Education
University of Hartford 1996 — 1999
MBA
Fairfield University 1987 — 1991
B.S.
One America Retirement Servies June 2014 - Present
Prudential Retirement April 2006 - September 2012
Great-West Retirement Services 2000 - 2006
Nationwide Retirement Solutions 1991 - 2000
Education
Franklin University 1989 — 1991
MBA, Business Management and Finance
Worthington Christian High School 1985 — 1988
Prudential Retirement 2010 - Present
Prudential Retirement 2005 - 2010
Prudential Retirement 2003 - 2005
Skills
Qualified Retirement..., Retirement, 401k, Series 63, Series 6
Education
University of Northern Iowa
Emmaus Bible College
The Hartford October 2010 - Present
Prudential Retirement January 2008 - October 2010
ING 2001 - 2008
Education
Regis University 2006 — 2010
MBA
Flagler College
Prudential Annuities October 2010 - Present
Prudential Retirement 2009 - November 2010
Prudential Retirement July 2008 - March 2010
ING 2005 - 2008
Skills
Pricing, Product Management, ALM, Economic Capital, Actuarial Science, Insurance, Retirement, Fixed Annuities, Analysis, Investments, Life Insurance, Strategy, Financial Modeling, Financial Analysis, Portfolio Management, Risk Management, Business Strategy, Financial Services, 401k, Forecasting, Cross-functional Team..., Financial Risk, Process Improvement, Business Analysis
Education
Bryant University 2001 — 2005
Applied Actuarial Mathematics
Prudential Financial October 2012 - Present
Prudential Retirement September 2005 - September 2012
Halbert Hargrove 1998 - 2005
Education
University of Illinois at Chicago 1993 — 1996
Master of Business Administration (MBA), Finance, General
Elmhurst College 1987 — 1991
Bachelor of Science (B.S.), Business Administration, Finance
Prudential Retirement 2002 - Present
Prudential Retirement 1999 - 2002
Phoenix Investment Partners 1992 - 1995
Education
Fairfield University 1988 — 1992
BS, Finance
Rocky Hill High School
Prudential Retirement April 2004 - Present
Cigna June 1986 - April 2004
Education
Colby College 1978 — 1981
BA, Economics, Mathematics
IBM April 2014 - Present
Prudential Retirement September 2012 - March 2014
Millennium Travel January 2000 - December 2013
Skills
Change Management
Education
Gujarat University 1987 — 1990
Finance, Accounting, Aduiting and Statistics
Prudential Retirement 2007 - December 2014
USI Retirement Services January 1995 - May 2007
compucom 1990 - 1994
Skills
Business Analysis, Financial Services, Insurance, Investments, Leadership, Process Improvement, Retirement, Program Management, Integration, Retirement Planning, SDLC, SQL, Sales
Education
Eckerd College 1979 — 1983
BA, Psychology
Prudential Retirement
Skills
Retirement, Mutual Funds, 401k, Defined Benefit, Retirement Planning
Education
Jacksonville University 1989 — 1992
BS, Finance
Prudential Retirement October 2011 - Present
Wilmington Trust June 2008 - July 2011
Charles Schwab 2007 - 2008
Vanguard 2003 - 2007
Skills
Qualified Retirement..., Retirement Planning, Securities, Investments, Risk Management, Fixed Annuities, Insurance, Investment Management, Series 7, Defined Benefit, Wealth Management, Pensions, Investment Advisory
Education
University of Southern Indiana 2002 — 2003
Bachelor of Arts (BA), History
University of Southern Indiana 2002 — 2003
Bachelor of Arts (BA), Spanish
Eastern Illinois University 1994 — 1999
Bachelor of Arts (BA), Economics
Charleston High School 1990 — 1994
Prudential Retirement August 2015 - Present
Prudential Retirement March 2009 - July 2015
Nationwide Financial May 2003 - March 2009
Nationwide Financial December 2001 - May 2003
Nationwide Financial June 1999 - December 2001
Skills
Account Management, Retirement Planning, Investments Strategies, Retirement Plan Sales, Stable Value, Securities, Financial Analysis, Process Improvement, Series 6, Portfolio Management, Series 63, Investments, Wealth Management, Fixed Annuities, Financial Modeling, Pensions, Strategic Financial..., Mutual Funds, Relationship Management, Retirement, Series 7, Insurance, Employee Benefits, Investment Advisory, 401k, Risk Management, Project Management
Education
Franklin University 2003 — 2005
MBA, Business
Miami University 1995 — 1999
Bachelors, Business
MassMutual Financial Group 2006 - Present
Hartford Investment Management Co, 2005 - 2006
Prudential Financial 2000 - 2005
Prudential Retirement 2000 - 2005
Skills
Asset Allocation, Mutual Funds, Series 7, Investments, Due Diligence, Product Management, Investment Advisory, Excel, Investment Strategies, Securities, Series 63, Insurance, Financial Services, Asset Management, Alternative Investments, Portfolio Management, Equities, Wealth Management, Fixed Income, Series 6, Retirement, Financial Analysis
Education
Western New England College 1995 — 1998
MBA, Finance
Bryant University 1983 — 1987
BS, Finance
Prudential Retirement April 1983 - Present
Skills
SDLC, Business Analysis, Vendor Management, Requirements Analysis, Requirements Gathering, Project Management, IT Strategy, Visio, Management, Program Management, Markit EDM
Education
Eastern Connecticut State University 1980 — 1984
Bachelor of Science (B.S.), Mathematics and Computer Science, 3.0
Great-West Life and Annuity Insurance Company June 2011 - Present
State Farm Insurance January 2011 - June 2011
Steele Capital Management, Inc February 2010 - June 2010
Prudential Retirement February 1998 - May 2009
Prudential Retirement January 1997 - January 1998
Prudential Retirement January 1994 - January 1997
Skills
401k, Pensions, Retirement Planning, Retirement, Financial Services, Process Improvement
Education
Clarke University 1990 — 1994
AA, Computer / Management Information Sciences
Comcast Cable March 2014 - Present
Comcast Cable September 2012 - February 2014
Comcast Cable August 2010 - September 2012
Comcast Cable June 2009 - July 2010
Comcast Cable 2007 - 2009
Prudential Retirement 2006 - 2007
Skills
Financial Analysis, Relationship Management, Forecasting, Essbase, Cross-functional Team..., Telecommunications, Strategic Financial..., Financial Modeling, Cash Management, Variance Analysis, Business Strategy, Hyperion Enterprise, Process Improvement, Budgets, Strategic Planning, Analysis, Business Analysis, Analytics, Vendor Management, Product Management, Broadband, Financial Forecasting, Customer Experience, P&L Management, Capital Budgeting, Finance
Education
Central Connecticut State University 2004 — 2006
BS, Finance & Economics
Eastern Connecticut State University 2002 — 2004
Business Administration
Prudential Retirement March 2007 - Present
CIGNA Retirement & Investment Services/Prudential October 2003 - December 2004
CIGNA Retirement and Investment Services May 1997 - September 2003
CIGNA Group Pension Division July 1989 - April 1997
Education
The Gilbert School 1979 — 1983
High School
Central Connecticut State University
Bachelor of Science, Accounting Concentration
Prudential December 2012 - Present
Prudential Financial November 2006 - December 2012
Prudential Retirement December 2005 - November 2006
Prudential Financial April 2004 - December 2005
CIGNA March 2003 - April 2004
CIGNA August 2001 - March 2003
CIGNA November 2000 - August 2001
CIGNA March 2000 - November 2000
Resource Investors Management Company, Inc. September 1997 - March 2000
American Radio Relay League December 1994 - August 1997
Skills
Financial Reporting, SOX, Accounting, Cash Flow, Investments, Securities, Supervisory Skills, Reconciling, Compliance, Internal Controls, Financial Services, Analysis, Mergers & Acquisitions, Banking, Budgets, Insurance, Variance Analysis, Mutual Funds, Sarbanes-Oxley Act
Education
Central Connecticut State University 1989 — 2003
BS, Accounting
University of Hartford
MBA, Finance
Sustainable Concepts Group August 2009 - Present
MassMutual Financial Group March 2004 - July 2009
Prudential Retirement October 2002 - January 2004
Skills
Environmental Awareness, Microsoft Office, Sustainability, Project Management, Research, Microsoft Excel, Customer Service, Strategic Planning, Environmental..., Environmental Impact..., Environmental Compliance, Microsoft Word
Education
James Madison University 1986 — 1990
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Prudential Financial October 2013 - Present
Prudential Financial October 2011 - October 2013
Prudential Financial September 2010 - October 2011
Prudential Retirement May 2008 - September 2010
Prudential Retirement July 2006 - May 2008
CIGNA Retirement & Investment Services January 1997 - January 2007
CIGNA Retirement & Investment Services January 1996 - December 1996
CIGNA Retirement & Investment Services February 1993 - December 1995
Skills
Employee Benefits, Pensions, Client Retention, Asset Management, Mergers
Education
Fordham University - Graduate School of Business Administration 1995 — 1997
MBA, Finance
Providence College 1985 — 1989
B.A. Economics
Otis Elevator March 2011 - Present
Prudential Retirement April 2004 - January 2010
Skills
Account Management, Budgets, Call Centers, Customer Service, Process Improvement, Product Development, Project Management, Strategic Planning, Team Building, Marketing Communications, Microsoft Word, Management, Leadership, Direct Marketing, Insurance
Education
Charter Oak State College 2010 — 2016
B.S., Health Care Administration
Prudential Retirement April 2014 - Present
MFJ Consultants May 2012 - Present
Town of Wilbraham April 2000 - February 2014
Horace Mann June 2012 - August 2013
ING DIRECT July 2010 - February 2011
Nationwide Retirement Solutions November 1987 - February 2009
UNITED States Conference of Mayors 457 PLAN 1986 - 2009
Skills
Sales Management, Salesforce.com, Microsoft Office, Microsoft Word, Asset Managment, Insurance, Investments, Negotiation, Recruiting, Training, Retirement Planning, Retirement Savings, Pensions, Pension Funds, Retirement, Leadership, IRAs, Fixed Annuities, Sales, 401k, Series 6, Life Insurance, Term Life Insurance, Employee Benefits, Financial Services, Series 63, Series 7, Asset Allocation, Mutual Funds, Health Insurance, Defined Benefit, Property, Relationship Management, Customer Retention, Whole Life, Securities, Sales Presentations, 403 b, Strategic Financial..., Long-term Care, Casualty, Defined Contribution, Business Relationship..., Cold Calling, Benefits Administration, Accident, ERISA, Retirement Plan..., FINRA, Qualified Retirement...
Education
Central Connecticut State University
Engineering/Industrial Management
ENRICO FERMI HIGH
General Studies
Howell Cheney Technical High School
Carpentry/Carpenter
Cobb Retirement Solutions, LLC June 2007 - December 2011
Prudential Retirement January 2007 - May 2007
Prudential Retirement May 1997 - January 2007
Prudential Retirement April 1994 - May 1997
First National Community Bank May 1992 - April 1994
Skills
Retirement Planning, 401k, Financial Advisory, Retirement, Qualified Retirement..., Project Management, Technical Writing, Research, Series 6
Education
Bloomsburg University of Pennsylvania 1988 — 1992
BS, Business Administration
Prudential Retirement April 2004 - Present
CIGNA Retirement February 1998 - April 2004
CIGNA Retirement August 1985 - April 2004
Skills
Retirement Plan..., Retirement Planning, Client Management, Plan Transition..., Investment Oversight, CRM, Client Representation, Employee Benefits, Defined Contribution, Fixed Annuities, Insurance, Investments, Manage Client..., Mutual Funds, Risk Management, Retirement, Series 6, Series 63, 401k, Financial Services, Securities
Education
Central Connecticut State University 1980 — 1984
Bachelor of Science (B.S.), Business Administration
John Deere September 2012 - Present
Prudential Retirement October 2010 - September 2012
Prudential Retirement November 2007 - October 2010
Prudential Retirement August 2003 - November 2006
Skills
Credit, Banking, Project Management, Strategic Planning, Investments, Market Research, Financial Analysis, Data Analysis, Microsoft Excel, Business Analysis, Marketing Strategy, Microsoft Office
Education
Clarke College 1999 — 2001
BA in Buisness Administration, Marketing
Highland Community College 1997 — 1999
AA in Business, Business Administration and Management, General
Prudential Retirement August 2012 - Present
New York Life Insurance Company April 2012 - August 2012
New York Life Insurance Company December 2007 - March 2012
New York Life Insurance Company May 2005 - December 2007
Borough of Bogota 2006 - 2007
New York Life Insurance Company December 2000 - April 2005
New York Life Insurance Company October 1993 - December 2000
New York Life Insurance Company April 1992 - October 1993
MONY June 1982 - April 1992
Skills
ALM, Insurance, Financial Analysis, Investments, Enterprise Risk Analyst, Actuarial Science, Financial Modeling, Fixed Annuities, Pricing, Mutual Funds, Variable Annuities
Education
Brown University 1979 — 1982
B.A., Economics
West Essex High School 1975 — 1979
MassMutual Financial Group January 2007 - Present
Prudential Retirement July 2006 - January 2007
Hartford Life October 2003 - June 2006
American Skandia December 2001 - October 2003
American Skandia July 2000 - December 2001
MassMutual September 1998 - July 2000
CIGNA Financial Services June 1997 - September 1998
Skills
FINRA Series 7, 24, 63..., Financial Services, Series 7, Series 24, 401k, Retirement
Education
University of Connecticut 1993 — 1997
BS, Marketing
Fairfield University 2002 — 2005
MBA, Finance
Prudential Retirement November 1993 - Present
Prudential Investments 1993 - Present
Prudential Retirement November 1991 - Present
B.Levy & Son September 1988 - November 1993
Skills
401k, User Acceptance Testing, Series 63, Mutual Funds, Series 6, Financial Services, Retirement, Securities, Pensions, Insurance, Strategic Financial..., Investments, Series 7, Process Improvement, Risk Management
Education
Bloomsburg University of Pennsylvania 1980 — 1984
Accounting and Business/Management
Convergex May 2011 - Present
RC Sheehan & Associates January 2006 - May 2011
Washington Mutual July 2005 - April 2006
Advest Inc August 2004 - March 2005
Prudential Retirement January 2003 - August 2004
Citi June 1997 - June 2003
Skills
Investments, Fixed Annuities, 401k, Electronic Trading, Options, Equities, Trading Systems, Fixed Income, Series 7, Financial Services, Mutual Funds, Retirement Planning, FIX Integration
Education
University of Connecticut 1989 — 1995
BA, Economics
DeVry University 2008 — 2011
BS, Computer Information Systems focus in Information System Security
Prudential Retirement 2008 - 2012
Union Bank April 2005 - 2008
Skills
Data Conversion, •Sungard Omniscript,..., •C#, Visual Basic,..., Javascript, CSS, DHTML,..., MS VBA for...
Education
California State University-Dominguez Hills 2000 — 2004
Bachelor of Science (BS), Computer Science
UTC Building & Industrial Systems 2013 - Present
UTC Otis Elevator December 2011 - September 2013
UTC Fire & Security 2008 - 2011
Prudential Retirement 2004 - 2008
Prudential Retirement 1999 - 2004
Skills
Employee Benefits, Executive Pay, Process Improvement, Incentive Programs, Vendor Management, Global Mobility, Executive Compensation...
Education
Capella University 2009 — 2012
MS, Human Resources (employment law)
Central Connecticut State University
BS, Human Resources
Prudential Retirement 2001 - Present
Skills
Qualified Retirement...
Education
Ashford University
Prudential Retirement June 2000 - Present
Education
Iowa State University 1990 — 1994
Bachelor of Science (BS), Economics
Loras College 1989 — 1990