Prudential Retirement
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Prudential Retirement Employees
Prudential Retirement 1998 - Present
Skills
Mutual Funds, Investments, Retirement Planning, Insurance, Business Analysis, Business Requirements, User Acceptance Testing, Management
Education
Southwest Tech
Associate's degree, Finance, General
Veritude/Fidelity Investments March 2015 - May 2015
Prudential Retirement October 2012 - September 2014
Fidelity Investments June 2003 - October 2012
Fidelity Investments November 1998 - June 2003
Skills
Series 63, Series 6, Retirement Solutions, Financial Services, Strategic Communications, 401k, Investments, Retirement, Fixed Annuities, Mutual Funds, Project Management, Retirement Planning
Education
Southern Arkansas University 1987 — 1991
Bachelor of Business Administration
Lands' End September 2014 - Present
Applied Micro October 2012 - September 2014
Verizon Wireless February 2012 - May 2012
Prudential Retirement October 2009 - March 2010
Domino’s Pizza January 2005 - March 2009
Skills
Computers, Sales Management, Direct Sales, Account Management, Banking, Cash Flow, Marketing, Crew Scheduling, Food Cost Management, Customer Service, Customer Support, Customer Satisfaction, Microsoft Office, Microsoft Word, Phone Skills, Computer Repair, Computer Maintenance, Computer Hardware, Management, Hiring, Training, Inventory Management, Retail, Leadership, Team Leadership, Team Building, Inventory Control, Outlook, Troubleshooting, Store Management, Telecommunications, Employee Training, Project Management
Education
Southwest Tech 2004 — 2005
None, Business Administration and Management, General
Platteville High School 1998 — 2002
General, General Studies
Prudential Retirement April 2015 - Present
Prudential Retirement May 2013 - April 2015
Public School and Community Volunteer July 2005 - May 2013
Deutsche Bank June 2003 - June 2005
Cadbury Schweppes plc February 2001 - December 2002
Deutsche Bank January 1998 - October 1999
Liz Claiborne, Inc. February 1994 - January 1998
78th Street Theatre January 1993 - February 1994
Elaine Monroe Associates November 1991 - January 1993
Skills
Event Planning, Office Management, Executive..., Microsoft Office, Calendaring, Meeting Planning, Meeting Scheduling, Project Planning, Project Management, Project Coordination, Creative Solutions, Public Speaking, Event Management, High Pressure..., Organization &..., Managing Deadlines, Highly detail oriented, Troubleshooting, Travel Planning, Global Travel Management, Fast Learner, Interdepartmental..., Interviewing Skills, Video Conferencing, Conference Coordination, Agenda Development, Handle Confidential..., Expense Reports, Drafting Correspondence, Proofreading, Text Editing, Bookkeeping
Education
The University of Texas at Austin 1980 — 1985
B.B.A, Marketing/Advertising
Prudential Retirement August 2004 - Present
Prudential Retirement September 2009 - November 2010
Prudential Real Estate Investors October 2000 - August 2004
Prudential Financial February 1997 - October 2000
Prudential Financial November 1992 - February 1997
Skills
Retirement, Retirement Planning, Pensions, Deferred Compensation, Employee Benefits, Relationship Management, Account Management, Strategic Planning, Leadership, New Business Development, Product Development, Investments, Financial Advisory, Series 63, Series 7
Education
Springfield College 1988 — 1992
Bachelor of Science, Business Management
Prudential Retirement August 2012 - Present
Fidelity Investments June 2004 - August 2012
American Express 2000 - 2004
Fidelity Investments February 1986 - April 2000
Skills
Retirement Planning, Mutual Funds, Investments, Retirement, Fixed Annuities, Securities, Investment Management, Series 6, Management, Life Insurance
Education
Texas A&M University 1981 — 1985
BBA, Business Management
Prudential Financial May 2014 - Present
Prudential Retirement October 2010 - May 2014
Dubuque Community YMCA December 2010 - May 2011
Nordstrom Distribution Center May 2007 - October 2010
Perfect Game USA May 2009 - August 2009
MC Sports August 2008 - May 2009
Skills
Time Management, Sales, Management, Coaching, Sports, Program Management, Sports Management, Apparel, Telephone Skills, Manufacturing, Customer Service, Facebook, Video, Event Planning, Merchandising, Social Media, PowerPoint, Visual Merchandising, Retail, Retail Sales
Education
Loras College 2006 — 2010
BA, Sports Management
Northeast Iowa Community College 2008 — 2009
AA, Liberal Arts
Marquette High School
Marquette High School
Prudential Retirement November 1997 - Present
McGraw Hill Higher Education Group April 1993 - April 1997
Skills
401k, Qualified Retirement..., Relationship Management, Defined Contribution, Retirement Plan...
Education
Southwest Texas State University 1970 — 1972
Biology
Dubuque Senior High School
Webster Bank October 2014 - Present
Allstate Financial July 2012 - March 2013
Prudential Retirement January 2007 - June 2011
MetLife Financial Service August 2004 - November 2006
PHOENIX INSURANCE COMPANY October 2000 - January 2003
Skills
Retirement, Mutual Funds, Insurance, Fixed Annuities, Investments, Life Insurance
Education
Institute of Business and Finance 2011 — 2013
Certified Annuity Specialist
Springfield Technical Community College 1990 — 1992
Associate of Science, Finance
Prudential Retirement July 2013 - Present
Nationwide Financial December 2010 - July 2013
Nationwide Financial October 2009 - December 2010
Nationwide Financial April 2008 - October 2009
Finit Solutions April 2006 - April 2008
Nationwide Financial January 2000 - April 2006
Skills
Product Development, Marketing Strategy, Process Management, Contract Negotiation, Sales Presentations, Program Management, Relationship Management, New Client Acquisitions, Strategic Sales Plans, Global Client Management, Business Development, Product Management, Underwriting
Education
Tiffin University 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
Miami University 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Central Catholic Highschool 1991 — 1995
Prudential Financial February 2014 - Present
Prudential Annuities April 2012 - February 2014
Prudential Annuities April 2012 - November 2012
Prudential Retirement April 2010 - April 2012
Wells Fargo Financial December 2009 - April 2010
Skills
Market Research, Segmentation, Financial Services, Analytics, Competitive Analysis, Marketing Strategy, Marketing Research, Marketing Communications, Marketing, Data Analysis, Market Analysis, Direct Marketing, Investments, Management, Banking, Project Management, Analysis
Education
Sacred Heart University 2012 — 2014
Master of Business Administration
The University of Connecticut 2006 — 2009
Bachelor of Science, Business; Finance; Real Estate
Prudential Financial 2014 - Present
Prudential Financial June 2008 - Present
Prudential Financial July 2005 - June 2008
Prudential Retirement January 2004 - July 2005
Conrad Pearson Financial April 2003 - October 2003
The Standard 2000 - 2003
Skills
Manage Client..., Annual Business Planning, Investment Review, Defined Contribution, Sales Presentations, Registered..., Series 6, Series 63, Life Insurance, Customer Service, Educational Leadership, Financial Audits, Project Management, Pricing
Education
Portland State University 1997 — 2000
Dale Carnegie 2012 — 2012
Skills for Success - Effective Communications and Human Relations
Cleveland High School
Prudential Retirement July 2013 - Present
Prudential Retirement November 2006 - June 2013
Prudential Retirement April 2004 - October 2006
CIGNA September 1990 - March 2004
Skills
Defined Benefit, Employee Benefits, Retirement Planning, Financial Analysis, Asset Management, Asset Allocation, Series 6, SDLC, Strategic Financial..., Financial Modeling, Project Management, Program Management, Change Management, Fixed Annuities, Portfolio Management, Retirement, 401k, Pensions, Series 63, Vendor Management, Process Improvement, Financial Services
Education
Mary Baldwin College 1982 — 1986
BA, Sociology/Education
OppenheimerFunds April 2015 - Present
Prudential Financial February 2011 - April 2015
Prudential Retirement November 2007 - May 2011
Prudential Retirement September 2005 - November 2007
Benchmark Brands Inc May 2004 - March 2005
Skyline Exhibits New Jersey 2000 - 2004
The Metropolitan Museum of Art May 1997 - March 1999
Skills
Project Management, Technical Communication, Product Marketing, Marketing Management, Marketing Strategy, Direct Marketing, Digital Marketing, Catalog Production, Trade Show Marketing, Exhibition Graphics, Strategic Planning, Environmental Graphics, Graphic Arts, Traffic Management, Audience Segmentation, Program Development, Account Management, Desktop Publishing, Adobe Software, Print Production..., E-commerce, Institutional Marketing, Customer Retention, Visual Merchandising, Marketing, Insurance, Financial Services, Retirement, Relationship Management, Strategy, Management, Mutual Funds, 401k, Investments, Advertising, Marketing Communications, Retirement Planning, Process Improvement, Direct Mail, Competitive Analysis, Trade Shows, Integrated Marketing
Education
Seton Hall University 1992 — 1996
Bachelor of Arts, Business, Management, Marketing, and Related Support Services
Rockaway Valley School 1989 — 1992
Elementary, High School prep
ADP March 2014 - Present
ADP February 2013 - March 2014
Prudential Retirement September 2007 - February 2013
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES, LLC September 2007 - February 2013
SunTrust Investment Services May 2006 - September 2007
SunTrust Investment Services 2006 - 2007
Macon Bank 2005 - 2006
Macon Bank 2005 2005 - 2006
Skills
Leadership, Management, Retirement, Change Management, Relationship Management, Business Planning, Sales, Investments, Mutual Funds, Financial Services, Portfolio Management, Banking, CRM, Estate Planning, Strategy, Qualified Retirement...
Education
Montreat College 1996 — 2001
Bachelor of Science, Business Administration
Montreat College 1996 — 2001
Bachelor of Science, Business Administration
Prudential Retirement September 2014 - Present
Prudential Retirement September 2010 - Present
Education
Michigan State University 1996 — 2000
Bachelor of Science
Rockville High School 1992 — 1996
Quinnipiac Valley Community Federal Credit Union March 2015 - Present
Total Benefits Communication February 2015 - August 2015
Prudential Retirement June 2012 - April 2013
The Hartford May 2011 - December 2011
UTC Fire & Security September 2010 - March 2011
Prudential Retirement January 2009 - December 2009
Prudential April 2004 - December 2008
Prudential Retirement December 2001 - April 2004
CIGNA Retirement & Investment Services May 2000 - December 2001
CIGNA January 1998 - January 1999
Skills
Operations Management, Change Management, Project Implementation, Employee Relations, Access, Negotiation, PowerPoint, Word, Microsoft Word, Project Management, Management, CRM, Employee Benefits, Outsourcing, Team Building, Human Resources, Process Improvement, MS Project, Personnel Management, Banking, Requirements Gathering, HRIS, Deferred Compensation, Vendor Management, 401k, Leadership, Business Process, Mergers & Acquisitions, Quality Assurance, Onboarding, Call Centers, Finance, Retirement, Mutual Funds, PMO, Business Process..., Defined Benefit, Financial Services, Performance Management, Retirement Planning, Visio, Strategic Planning, Employee Engagement, Relationship Management, Team Leadership, Training, Insurance, Investments, Risk Management, Budgets
Education
Southern Connecticut State University 1969 — 1973
BS, Education
Prudential Retirement 2012 - Present
Prudential Retirement 2004 - 2010
CIGNA Retirement & Investment Services 1985 - 2004
The Travelers Companies 1976 - 1985
Colt Industries, Firearms Division 1975 - 1976
Skills
Relationship Management, Financial Services, 401k, Series 6, Series 7, Series 63, Pensions, Defined Benefit, Retirement, Qualified Retirement..., Retirement Plan..., Defined Contribution
Education
University of Connecticut
BS, Accounting
University of Hartford
MBA
University of Hartford
Graduate Certificate, Finance
Prudential Retirement 2004 - Present
M&T Bank 2000 - 2004
Prudential Retirement 1988 - 2000
Skills
Qualified Retirement..., Stable Vlaue, Mutual Funds, Seperate Accounts, Key Account..., Securities License, Life & Health Insurance..., CA Insurance License, Retirement Plan..., Series 26 Principal, Series 6 Representative, Series 63
Education
Institute For Employee Benefit Plans 1987 — 1988
Certificate, Employer Retirement Plans
Penn State University 1984 — 1987
Prudential January 2010 - Present
Berkeley College October 2008 - Present
Prudential Financial October 2006 - June 2008
Prudential Financial June 2004 - October 2006
Prudential Financial December 2000 - June 2004
Prudential Financial August 1999 - December 2000
Prudential Retirement January 1997 - August 1999
Prudential Financial September 1994 - January 1997
Prudential Financial August 1992 - September 1994
Education
Rutgers, The State University of New Jersey-Newark 1993 — 1997
MBA
Douglass College, Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
BA
Berkshire Hathaway Home Services NJ November 2002 - Present
Berkshire Hathaway Home Services NJ 2002 - Present
Citistreet 1998 - 2002
CitiStreet Retirement Services 1998 - 2002
citistreet 1998 - 2002
ING 1998 - 2002
Smith Barney Plan Services 1998 - 2002
Prudential Financial 1990 - 1996
Prudential Mutual Funds 1990 - 1996
Prudential Retirement 1990 - 1996
Skills
Financial Services, Employee Relations, Retirement Planning, Case Managment, Process Management, Real Estate, Short Sales, Relocation, New Home Sales, Marketing, Sellers, First Time Home Buyers, Mutual Funds, Selling, Condos, Real Estate Transactions, Sales, Residential Homes, Investment Properties, Foreclosures, Townhomes, Buyer Representation, Listings, Case Management
Education
Seton Hall University 1973 — 1977
MBA, Finance
Rutgers University-New Brunswick 1963 — 1967
BA, Economics
Prudential Retirement April 2013 - Present
Prudential Financial January 2010 - March 2013
Prudential Financial May 2006 - January 2011
Prudential Financial May 2003 - April 2006
HEWITT ASSOCIATES, LLC July 2000 - December 2002
Skills
Defined Benefit, Pensions, Analysis, Employee Benefits, Project Management, Strategic Planning, Qualified Retirement..., Leadership, Management, Training, Quality Assurance, Conflict Resolution, Staff Development, Retirement, Mutual Funds, Budgets, Deferred Compensation, Retirement Benefits, Investments, Operational Streamlining, Process Optimization, Organizational Growth, Retirement Savings
Education
Southern Connecticut State University 1997 — 2000
Bachelors of Science, Mathematics
Westfield State University 1995 — 1997
Bachelor of Science, Mathematics
Prudential Retirement December 2013 - Present
MetLife August 2007 - December 2013
CIGNA February 2005 - August 2007
MassMutual Financial Group January 2004 - February 2005
CIGNA November 2000 - January 2004
Cigna August 1998 - November 2000
PwC November 1994 - August 1998
Skills
Health Insurance, Insurance, Medicare Part D, Term Life Insurance, Tax Preparation, Retirement, Whole Life, Universal Life, Variable Life, Microsoft Excel, Microsoft Word, Business Management, Life Insurance, Healthcare, Project Management, Systems Development..., System Implmentation, User Acceptance Testing, Training, Professional..., Communication Skills, Multi Tasking, Process Optimization, Collaboration, Business Requirements, Management, Series 63, Fixed Annuities, Long-term Care, Employee Benefits, General Insurance, Financial Services
Education
The University of Connecticut 1989 — 1993
Bachelor of Science (B.S.), Finance
Aon Hewitt Investment Consulting April 2013 - Present
Dietrich & Associates, Inc. May 2011 - March 2013
Prudential Financial March 2007 - October 2010
Prudential Retirement July 2005 - March 2007
Travelers Life April 2001 - June 2005
Skills
Business Development, Pension Plan Termination, Retirement Consulting, Terminal Funding &..., Defined Benefit Plans, Pension Risk, Annuity Products, Insurance Carrier..., DOL 95-1 "Safest..., Pension Plan De-risking, Investment Management, Liability Driven..., Pension Actuarial..., Stable Value Investments, Defined Contribution..., Annuity Quote Bidding &..., Fixed Income Investments, Annuity Pricing, Social Media Marketing, Pension Settlements, Relationship Management, Thought Leadership, Pensions, Defined Benefit, Retirement Plan..., Employee Benefits, Defined Contribution, Investments, ERISA, Pension Administration, Variable Annuities, Risk Management, Retirement, Financial Risk, LDI, Retirement Planning, Fixed Annuities, Insurance, Fixed Income, Asset Management, Financial Services, Finance, 401k
Education
Syracuse University 1996 — 2000
Political Science
Travelers April 2014 - Present
Travelers July 2012 - Present
ING Investment Management October 2011 - February 2012
Prudential Retirement April 2008 - July 2011
The Hartford May 2005 - January 2008
Hartford Life September 1998 - April 2005
Dept. of Defense Education Activity 1988 - 1998
Skills
Strategic Communications, Marketing Communications, Internal Communications, Insurance, Corporate Communications, Marketing, Management, Customer Service, CRM, Customer Relations, Event Planning, Writing, Change Management, Social Media, Program Management, Editing, Integrated Marketing, Press Releases, Email Marketing, Financial Markets, SharePoint, Property & Casualty..., Brainshark, Accelerating..., Adobe Photoshop CS6, Presentation Design
Education
University of Hartford Graduate School of Communications 2005 — 2005
Methodology, Communications Research
Old Dominion University
B.S., Education/Communication Disorders
The College of New Jersey
Graduate certification, Teaching English as a Second Language
University of South Carolina-Columbia
M.S., Speech Language Pathology
ValueOptions, Inc.® May 2014 - Present
Harris Connect April 2013 - May 2014
ServiceLink LoanCare Servicing March 2011 - January 2013
Prudential Retirement February 2008 - March 2011
PACE Construction Managers November 2006 - February 2008
HCI Mortgage January 2005 - September 2006
Parente Beard, LLC October 2002 - January 2005
LA Mortgage Services, Inc March 2002 - October 2002
Pennstar Bank August 1999 - February 2002
Skills
Outlook, Mortgage Lending, Loans, Microsoft Excel, Training, Marketing, PowerPoint, Finance, Banking, Financial Analysis, Advertising, Process Scheduler, Invoicing, Photoshop, JavaScript, Dreamweaver, Microsoft Publisher, HTML, Access, Microsoft Office, Report Writing, Query Writing, User Acceptance Testing, Pega, Data Analysis, Quality Auditing, Analysis, Management, Process Improvement, Business Analysis
Education
University of Phoenix 2012 — 2015
Bachelor's degree, IT/Business Systems Analysis
University of Phoenix 2010 — 2012
Associates, IT/Web Design, 3.89
Philadelphia University 1997 — 1999
Bachelors, Architecture
Travelers September 2009 - Present
Prudential Retirement May 2006 - September 2009
Lincoln Financial Group 1996 - 2006
The MONY Group 1979 - 1996
Skills
Change Management, Brokers, Strategy, Leadership, Business Development, Sales Management, Property & Casualty..., Strategic Planning, Insurance, Sales, Management, CRM, Operations Management, Marketing Strategy, Project Management, Start-ups, Mergers & Acquisitions, Enterprise Software, Financial Services, Risk Management, Casualty, Underwriting, Relationship Management, Commercial Lines, Commercial Insurance, Liability, Casualty Insurance
Education
Syracuse University - Martin J. Whitman School of Management
BS, General Management Studies
Thornburg Investment Management September 2012 - Present
Prudential Retirement November 2010 - March 2012
New York Life Investment Management October 2009 - November 2010
Fred Alger & Co., Inc. May 2008 - January 2009
Fred Alger & Co., Inc. December 2004 - May 2008
Fred Alger & Co., Inc. February 1998 - December 2004
Merrill Lynch 1990 - 1998
Skills
Asset Allocation, Mutual Funds, Retirement, Retirement Planning, Series 63
Education
The University of Akron
Economics and Finance
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
Prudential Retirement March 2013 - Present
ING December 2011 - August 2012
ING October 2007 - December 2011
ING Nederland January 2003 - October 2007
ING January 2001 - January 2003
ING (formerly Aetna Financial Services) 1988 - 1998
Skills
7 years of management..., Series 6 Registered, Strong leadership skills, Expertise in management..., Excellent..., Team player, Credit, Teamwork, Microsoft Excel, Budgets, Insurance, Sales Operations, Marketing, Management, Leadership, Retail Banking, Banking, Risk Management, Sales, Sales Management
Education
Middlesex Community College
Southern Connecticut State University
Prudential Retirement January 2013 - Present
Lincoln Financial Advisors Corp. September 2011 - January 2013
Prudential Retirement November 2005 - September 2011
Nationwide Financial December 2002 - November 2005
Nationwide Financial August 2000 - December 2002
Nationwide Retirement Solutions March 1996 - August 2000
Skills
401k
Education
Fi360 2011 — 2011
AIF®, Accredited Investment Fiduciary
The American College 2002 — 2003
ChFC®, Chartered Financial Consultant
The American College 2004 — 2005
CLU®, Chartered Life Underwriter
The Ohio State University 1991 — 1996
B.S., Personal Financial Management
Licenses
Series 6, 26, 63
Prudential Retirement 2008 - Present
Prudential Retirement 2006 - 2008
Skills
Fixed Income, Asset Management, Asset Allocation, Investments, Retirement, Securities, Portfolio Management
Education
Rutgers, The State University of New Jersey-Newark 1982 — 1985
MBA, Investment Analysis
Seton Hall University 1977 — 1981
BA, Economics
Prudential Financial March 2013 - Present
The Foundation of the International Association of Administrative Professionals July 2012 - Present
International Association of Administrative Professionals (IAAP) 2011 - Present
International Association of Administrative Professionals 1997 - Present
IAAP 1996 - Present
Prudential Retirement May 1993 - March 2013
The Foundation of IAAP 2012 - 2013
International Association of Administrative Professionals (IAAP) 1997 - 2010
International Asssociation of Administrative Professionals 2008 - 2009
Wilkes University August 1986 - March 1993
Skills
Administrative Support, Event Planning, PowerPoint, Excel, Typing, Lotus Notes, Microsoft Office, Word, Time Management, Customer Service, Scheduling, Event Management, Mentoring, Public Speaking, Administrative..., Process Scheduler, Microsoft Excel, Microsoft Word, Outlook, Data Entry, Access, System Administration, Office Management, Teamwork, Travel Arrangements, Office Administration, Leadership, Management, Budgets, Fundraising, Editing, Human Resources
Education
Luzerne County Community College
Wilkes University
Prudential Financial January 2010 - Present
Prudential Retirement July 2006 - March 2010
Prudential Retirement January 2001 - June 2006
Prudential Retirement September 1996 - December 2000
OTC (Overseas Training Center) Osaka, Japan April 1993 - April 1995
Leslie Hindman Auctioneers 1989 - 1991
Skills
Relationship Management, Insurance, Investments, Business Requirements, Financial Services, 401k, Retirement, Retirement Planning, Business Analysis, Vendor Management, Process Improvement, Change Management, Marketing, Business Process..., Requirements Gathering, Project Management, CRM, Mutual Funds, Credit, Risk Management, Portfolio Management
Education
Excelsior College 2009 — 2013
Master of Business Administration (MBA)
Loras College 1984 — 1988
BA, English Literature and Communication
Prudential Retirement May 2012 - Present
Prudential Retirement June 2010 - April 2012
Prudential Retirement June 2009 - August 2009
Skills
Mutual Funds, Retirement, Client Counseling, Morningstar, Microsoft Excel, Data Analysis, Series 6
Education
University of Hartford 2013 — 2014
Master of Business Administration (MBA)
University of Connecticut 2006 — 2010
Bachelor of Science, Finance
ElderReach, Inc. March 2014 - Present
Personal Best Communications May 2013 - Present
Home May 2012 - May 2013
Prudential Financial 2003 - May 2012
Prudential Retirement 2003 - May 2012
Price Waterhouse January 2002 - December 2002
MetLife 1994 - 2001
MetLife 1994 - 2001
Skills
Strategic Communications, Marketing Strategy, Writing, Marketing Communications, Financial Services, Thought Leadership, Investments, Internal Communications, Strategic Planning, Communication Training, Asset Managment, Mergers, Pensions, Corporate Communications, Insurance, Crisis Communications, Series 7, Investor Relations, 401k, Securities, Retirement, Relationship Management, Mergers & Acquisitions
Education
Swarthmore College 1963 — 1970
B.A., Political Science
Hard Knocks
Prudential Retirement February 2013 - Present
JPMorgan Chase January 2011 - March 2013
American InterContinental University January 2010 - January 2011
Skills
Banking, Finance, Management, Sales, CRM, Relationship Management, Credit, Financial Services, Analysis, Financial Analysis, Risk Management, Access, Training, Strategic Planning, Cash Management, Customer Service, Expense Management, Team Building, Negotiation, Sales Process, Leadership, Investments, Mutual Funds, Wealth Management
Education
Northeastern Illinois University 2006 — 2010
Bachelor of Business Science, Finance
Northeastern Illinois University 2006 — 2010
Bachelor's degree, Finance, General
Hoffman Estates High School 1994 — 1998
General Studies, HS Degree
Frederick Schmitt Communications 1995 - Present
Transamerica Retirement Solutions June 2011 - September 2015
Prudential Retirement May 2008 - April 2011
Prudential Retirement August 2005 - May 2008
Prudential Retirement June 2001 - August 2005
National Underwriter 1995 - 1997
Skills
Marketing Communications, Direct Marketing, Creative Direction, Photography, Brochures, Magazines, Books, Graphics, Copywriting, Email Marketing, Direct Mail, Newsletters, Brand Development, Online Marketing, Corporate Branding, Marketing, Social Media Marketing, Integrated Marketing, Advertising, Marketing Strategy, Social Media, Publishing, Content Development, Leadership, Digital Marketing, Corporate Communications, Internal Communications, Strategic Communications, Digital Strategy, Strategy, Content Strategy, Content Management, Management, Writing, Press Releases, Strategic Planning, Public Relations, Multi-channel Marketing, Digital Media, Project Management, Editing
Education
Messiah College 1984 — 1988
Bachelor's, English
Prudential Retirement June 2015 - Present
Prudential Retirement August 2013 - June 2015
Riverfront Recapture, Inc May 2008 - August 2013
Greater Hartford Convention & Visitors Bureau January 2008 - May 2008
Greater Hartford Convention & Visitors Bureau May 2007 - August 2007
Webster Investment Services May 2006 - August 2006
Skills
Event Planning, Event Management, Budget Management, Site Selection, Site Planning, Special Events, Creative Sourcing, Talent Booking, Staff Management, Vendor Management, Internal Reporting, Budgets, Customer Service, Contract Negotiation, Registration Services
Education
The University of Connecticut 2004 — 2008
B.A., Communication Sciences
Don Connelly & Associates September 2015 - Present
Pangaro Wealth Management (PWM) 2014 - Present
Don Connelly & Associates July 2013 - May 2015
Prudential Retirement June 2006 - August 2013
Skills
Social Media Marketing, Social Networking, Financial Advisory, Strategy, CRM, Personal Financial..., Community Management, Business Analysis, Financial Markets, SEO, Communication Skills, WordPress, E-commerce, Online Marketing, Financial Services, Marketing, Management, Social Media, E-commerce SEO, Requirements Gathering, Manage Client..., Reporting & Analysis
Education
Southern New Hampshire University 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
Southern New Hampshire University 1996 — 2001
Bachelor’s Degree, Accounting and Finance
Hillcrest Family Services November 2013 - Present
Hillcrest Family Services October 2013 - May 2014
Hillcrest Family Services August 2013 - May 2014
Prudential Retirement April 2012 - October 2013
Cottingham & Butler July 2011 - April 2012
Houlihan's Restaurants, Inc. May 2008 - May 2010
Dubuque Senior High School September 2004 - May 2007
Skills
Motivational..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, English
Education
St. Ambrose University 2011 — 2014
Master's degree, Social Work
University of Iowa 2007 — 2011
Bachelor's degree, Psychology
Dubuque Senior High School 2003 — 2007
High School/Secondary Diplomas and Certificates
Strategic Content Marketing Consultant February 2015 - Present
Blast PR November 2012 - Present
The Mezzanine Group January 2014 - February 2015
Prudential Retirement December 2011 - November 2012
HookLogic, Inc. June 2010 - December 2011
Free Agent October 2009 - June 2010
Again Mobile January 2009 - October 2009
Premiere Global Services February 2008 - January 2009
Adverb Media (parent company of DigitalGrit) July 2004 - November 2007
DigitalGrit 2004 - 2007
Skills
Copywriting, Email Marketing, Public Relations, Online Marketing, Marketing Communications, Marketing Strategy, Social Media Marketing, Online Advertising, Digital Marketing, SEM, E-commerce, Social Networking, Digital Media, Mobile Marketing, Advertising, Social Media, Digital Strategy, Web Analytics, Google Analytics, Web Marketing, SEO, Blogging, User Experience, Strategy, Affiliate Marketing, PPC, Analytics, Marketing, B2B, Interactive Marketing, Lead Generation, Google Adwords, Mobile Devices, Website Development, Content Strategy, Integrated Marketing, B2B Marketing, Press Releases, Multi-channel Marketing, Direct Mail, Direct Marketing, Brand Development, Newsletters, Content Development, Brand Management, Internal Communications, Publishing, Media Planning, Strategic Partnerships, Trade Shows
Education
Rutgers College 1989 — 1993
Bachelors Degree, with Honors in Art History, English, Art History, Visual Arts
The University of Reading 1991 — 1992
Bachelor of Arts (BA), English / History of Art
Livingston High School 1985 — 1989
Diploma, General Studies
MassMutual Financial Group May 2015 - Present
Prudential Retirement June 2010 - April 2015
Prudential Retirement 2002 - June 2010
Towers Perrin 2001 - 2002
Education
The University of Connecticut 2010 — 2012
EMBA
Penn State University 1997 — 2001
Actuarial Science, Math, Business Logistics
Governor's school
Prudential Retirement May 2012 - Present
AXA Advisors October 2002 - May 2012
T.Williams Consulting December 2000 - September 2001
Aerotek 1998 - 2000
Skills
Retirement Planning, Retirement, Retirement Savings, Estate Planning, Investments, Life Insurance, Insurance, Disability Insurance, Employee Benefits, Finance, Series 7, Portfolio Management, Mutual Funds, Investment Advisory, Securities, Fixed Annuities, 401k, IRAs, Asset Allocation, Recruiting, Series 24, FINRA, Investment Strategies, Pensions, Strategic Financial..., Wealth Management
Education
Seton Hall University 1992 — 1996
BS, Business Administration, Con. in Finance
Middletown High School South 1988 — 1992
INFRE
Certified Retirement Counselor
Prudential Retirement June 2003 - Present
Horizon Blue Cross Blue Shield of New Jersey January 2003 - June 2003
MassMutual Financial Group April 2000 - October 2002
United States Postal Service July 1994 - January 2000
Skills
Retirement, Mutual Funds, Investments, Financial Services, Series 6, Risk Management, 401k, Customer Service, Series 63, Project Management, Life Insurance, Compliance, Insurance, Relationship Management, Retirement Planning, Retirement Services, Mergers & Acquisitions, 403 b, 457 Plans, ESOP, Rollovers, QKA, ISOP, GOVERNMENT, Form 5500, TGPC, 401k Rollovers, Asset Allocation, Consulting
Education
New England College of Business and Finance 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
New England College of Business and Finance 2011 — 2012
Bachelor's Degree, Business Administration and Management, General
Penn State University 2004 — 2005
Associate's Degree, Business Administration and Management, General
Prudential Retirement March 2011 - Present
Travelers June 2008 - March 2011
AOL Radio June 2005 - December 2008
AOL Music September 2003 - May 2008
Skills
Digital Media, Creative Direction, Social Media, SEO, Web Design, Graphic Design, Blogging, Marketing Strategy, Marketing, Content Management, Social Media Marketing, Marketing Communications, Creative Development, Online Marketing, Adobe Creative Suite, Video Production, InDesign, Corporate Branding, SEM, Strategy, Customer Relations, Website Development, Photoshop, Art Direction, Multimedia, Customer Service, Digital Strategy, New Media, Typography, Production, Photography, Wordpress, Digital Marketing, Brand Development, Social Networking, Dreamweaver, Interactive Marketing, Management, Leadership, ADA Compliance, WCAG
Education
Marist College 2000 — 2004
BA
Quinnipiac University 2009 — 2010
MS
Nerium International January 2015 - Present
Schiff's Restaurant Service, Inc. 2014 - Present
Toyota of Scranton September 2011 - May 2013
Prudential Retirement July 2006 - August 2011
Parente HR Svc May 2004 - July 2006
WEA/Cinram Manufacturing September 2000 - May 2004
Skills
Employee Benefits, Payroll, Sales, New Business Development, Training, Budgets, Leadership, Microsoft Office, Team Building, Management, Inventory Management, Customer Service, Microsoft Excel
Education
McCann School of Business and Technology
Accounting
Penn State University
Criminal Justice
Fidelity Investments September 2014 - Present
Putnam Investments January 2013 - September 2014
Prudential Retirement January 2003 - December 2012
Merrill Lynch January 2000 - January 2003
Hoffmann-La Roche October 1990 - November 1993
Skills
Retirement Planning, Mutual Funds, Series 7, Series 63, Investment Advisory, Investments, 401k, Wealth Management, Retirement, Asset Managment, Series 6, Strategic Financial...
Education
Loyola Marymount University, College of Business Administration 1984 — 1988
BA, Business Marketing
Prudential Financial December 2013 - Present
Prudential Retirement April 2004 - December 2013
Prudential Retirement April 2001 - April 2004
Plainwell Tissue April 1999 - September 2000
Techneglas, Inc. July 1996 - April 1999
Memory Lane Custom Framing November 1994 - November 1997
Skills
Series 6, Series 63, Retirement, Mutual Funds, 401k, Series 7, Wealth Management, Retirement Planning, Investments, Securities, Defined Benefit, Life Insurance
Education
Post University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Luzerne County Community College 2002 — 2004
Certificate of Specialization, Business Management
Luzerne County Community College 1982 — 1984
Certificate of Specialization, Medical Office Management
Pittston Area High School
TD Ameritrade December 2014 - Present
AXA July 2011 - December 2014
Prudential Retirement October 2007 - July 2011
Mercer HR Services April 1999 - September 2007
Skills
Asset Allocation..., Financial Needs Analysis, Legacy Planning, Qualified Retirement..., College Savings...
Education
Northeastern University
Finance
University of Rhode Island
Political Science
Prudential Retirement September 2011 - Present
Prudential Investments January 2008 - January 2011
Prudential Investments 2006 - 2007
Prudential Investments 2002 - 2006
Prudential Investments 1998 - 2002
Prudential Securities 1997 - 1998
Skills
Management, Marketing, Sales, Series 6, Insurance, CRM, Marketing Management, Strategic Partnerships, Investments, Series 63, Fixed Annuities, Marketing Communications, Project Management, Mutual Funds, Life Insurance, Process Improvement
Education
Rider University 1993 — 1997
BSBA, Marketing
Prudential Financial November 2011 - Present
Prudential Retirement 2009 - November 2011
Virtus Investment Partners November 2007 - May 2009
UBS Global Asset Management January 2007 - June 2007
ForstmannLeff October 2001 - December 2006
Skills
Marketing Strategy, Mutual Funds, Series 63, Investments, Asset Management, Asset Allocation, Financial Services, Retirement Planning, 401k
Education
Villanova University 1998 — 2001
Finance and Marketing
The Catholic University of America 1997 — 1998
Finance
Prudential Retirement June 2011 - Present
The Hartford October 2007 - June 2011
MassMutual Financial Group July 2002 - October 2007
ING January 2001 - July 2002
Skills
Series 6, Insurance, Mutual Funds, Fixed Annuities, Life Insurance, Retirement, Financial Services, Relationship Management, 401k, Marketing Communications, Product Marketing, Marketing Strategy, Marketing, Retirement Planning, Leadership, Securities
Education
The University of Connecticut School of Business 2003 — 2006
MBA, Marketing
The University of Connecticut 1997 — 2000
BA, Journalism
Mercer Consumer April 2014 - Present
Marsh & McLennan Companies, Inc. July 2011 - Present
Prudential Retirement September 2010 - July 2011
Charles Schwab 2006 - 2010
USAA 2003 - 2006
Skills
Series 7, Series 63, Retirement Planning, Life Insurance, Life & Health Insurance..., FINRA, Securities, Insurance, Underwriting, Fixed Annuities, Process Improvement, Risk Management, Customer Service, Leadership, Business Analysis, Management, Strategic Planning, Team Building, Vendor Management, 401k
Education
University of Iowa 1993 — 1997
B.A., Psychology
Northern Arizona University 1940 — 1940
Master of Education (M.Ed.), Human Relations
Daymon Worldwide 2013 - 2015
Cengage Learning April 2011 - 2013
Prudential Retirement March 2009 - November 2009
Terex Corporation July 2007 - January 2009
MasterCard 2006 - 2007
American Skandia 1996 - 2005
Skills
Talent Management, Leadership Development, Training, Succession Planning, Performance Management, Leadership, Talent Acquisition, Organizational..., Human Resources, Change Management, Employee Engagement, Coaching, Management, Organizational..., Employee Relations, Onboarding, Strategy, Curriculum Design, Team Building, Consulting, Mentoring, Employee Benefits, Interviews, New Hire Orientations, Strategic Planning, Training & Development, Executive Development, Program Management, HRIS, Employee Training, Competency Development, 360 Assessments, 360 Feedback
Education
University of Bridgeport
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
University of Bridgeport
M.S., Human Resources
Prudential Retirement December 2008 - Present
Education
Loras College 1996 — 2000
BA, Accounting
Prudential Retirement February 2013 - Present
TMG Health October 2010 - February 2013
Prudential Financial 1982 - 2013
Prudential Financial 1982 - 2013
ZeroChaos2009 January 2009 - December 2009
Prudential Relocation June 2002 - December 2008
Prudential Relocation 2001 - 2002
Prudential Relocation January 1994 - January 2001
Prudential Relocation 1994 - 2001
Skills
Access, Crystal Reports, Oracle Applications, Business Analysis, Process Improvement, Data Analysis, Visio, Microsoft Office, General Ledger, Accounting, PowerPoint, Account Reconciliation, Microsoft Excel, Accounts Receivable, Accounts Payable, Analysis, Finance, Invoicing, Financial Analysis
Education
Marist College 2000 — 2000
CIW, Web Designer
Westchester Community College 1979 — 1981
Prudential Retirement December 2012 - December 2013
Blackrock August 2007 - August 2011
Prudential Annuities September 1999 - August 2007
Prudential Investments January 1998 - September 1999
prudential August 1993 - January 1998
Skills
Public Speaking, Marketing Strategy, Training & Development, Tax, Partner Relationships, Content Development, Distance Learning, Retirement Planning, Retirement Income..., Retirement Plan..., Mutual Funds, Retirement Plans, Roth IRA, IRA Rollovers, Presentation Development, Group Presentations, Effective Meetings, Sales Support, Marketing Communications, Marketing..., IRAs, Asset Management, Employee Training, Equities, Financial Advisory, Fixed Annuities, Investments, New Business Development, Partner Management, Retirement, Sales Operations, Strategic Planning, Strategy, Financial Services, Securities
Education
Rutgers University
Working toward a BS in Finance, Finance
Raymond Creative Group 2007 - Present
PRUDENTIAL RETIREMENT 2001 - 2007
Prudential Financial March 2000 - April 2006
Skills
Direct Mail, Creative Direction, Brochures, Catalogs, Logo Design, Adobe Creative Suite, Graphic Design, Advertising, Web Design, Environmental Graphics, Layout, Art Direction, Flyers, Corporate Branding, Graphics, Posters, Branding & Identity, QuarkXPress, Typography, Brand Development, Pre-press, User Interface Design, Interaction Design, Creative Strategy, InDesign, Illustration, Corporate Identity, Concept Development, Mac, Newsletters
Education
University of Bridgeport 1985 — 1987
Bachelor of Science (B.S.), Graphic Design
Prudential Retirement 2009 - Present
Bear Stearns March 1998 - June 2008
Money Magazine 1994 - 1998
New York Magazine 1989 - 1995
Skills
Marketing, Advertising, Multimedia, Creative Direction, Newsletters, Integrated Marketing, Product Marketing, Market Research, Business Development, Financial Services, Brand Management, Corporate Branding, CRM, Marketing Strategy, Management, Process Improvement, Digital Strategy, Digital Marketing, Competitive Analysis, New Media, Strategy, Strategic Partnerships, Sales, Packaging, Recruiting, Budgets, Social Media, Marketing Communications
Education
Pratt Institute 1983 — 1987
New Directions April 2015 - Present
Horton International April 2015 - Present
Leading Edge Consulting Group February 2015 - Present
Sun Life Financial May 2011 - March 2015
Prudential May 2008 - December 2010
Prudential Retirement August 2007 - May 2008
MassMutual Financial Group 2004 - 2007
MassMutual Financial Group 2000 - 2004
University of Connecticut Health Center 1998 - 2000
Kaiser Permanente 1990 - 1998
Skills
Operations Leadership, Strategic Planning, Operations Management, Insurance, Change Management, Retirement, Fixed Annuities, Mutual Funds, 401k, Series 7, Team Building, Succession Planning, Performance Management, Executive Management, Investments, Call Center, Strategy, Call Centers, Employee Relations, Management, Health Insurance, Leadership, Program Management
Education
Rensselaer Polytechnic Institute at Hartford 1990 — 1992
Executive M.S., Management
Virginia State University
BS, Accounting
college of executive coaching
college of executive coaching
Prudential Retirement January 2011 - Present
Network Solutions October 2008 - November 2010
Creative Energy Options, Inc. November 2007 - September 2008
LTS Builders 2004 - 2007
S2 Art Group 1997 - 2002
Chicago Style Pizza & Eatery December 1990 - September 1996
Education
Syracuse University 1977 — 1981
Bachelor of Science, Journalism
BOK Financial September 2012 - Present
M&I Institutional Trust Services July 2011 - September 2012
Prudential Retirement September 2008 - November 2010
Milliman 2006 - 2007
Invesmart 2005 - 2006
Charles Schwab 1993 - 2005
Skills
401k, Defined Benefit, ERISA, Defined Contribution, Retirement, Pensions, Retirement Planning, Series 63, Series 7, Retirement Plan..., Investments, Qualified Retirement..., Mutual Funds, Series 6, Wealth Management, Asset Allocation
Education
Oklahoma State University 1977 — 1979
Prudential Financial 2008 - Present
Prudential Retirement 2005 - 2008
Skills
Retirement Planning, Financial Services, Retirement, Employee Benefits, Mutual Funds, Investments, Securities, Insurance, 401k, Series 7, Series 63, Asset Allocation, Relationship Management, Fixed Income
Education
Rider University 1999 — 2003
Masters, Accounting
Rutgers University-New Brunswick
Bachelors, Political Science
Prudential Retirement June 2003 - Present
Prudential Financial 1999 - 2002
Alliance Bernstein Investment 1996 - 1999
Skills
Pension Plan Termination, Annuity..., Annuity Buy-In, Institutional Annuity, Terminal Funding, Pension Plan De-Risking, Group Annuity Products, Institutional Sales, Contract Negotiation, Defined Benefit, Pension Risk Transfer, Pension Schemes, Mutual Funds
Education
Seton Hall University
BS, Mathematics
Classique Junque July 2010 - Present
Prudential Retirement May 2009 - July 2010
MassMutual November 2000 - April 2009
MassMutual June 2004 - April 2007
Skills
Fixed Annuities, Retirement, Mutual Funds
Education
Southern Connecticut State University 1975 — 1979
BS, Biology
Social Security Administration 2010 - Present
Prudential Retirement June 2008 - April 2010
YellowBook USA October 2007 - March 2008
RCN August 2002 - May 2007
Education
Misericordia University 2010 — 2011
Master's Degree, Organizational Management
Misericordia University 2008 — 2010
MBA, Business
Misericordia University 2001 — 2007
Bachelor's degree, Professional Studies / Business Administration
Hanove Area 1995 — 1998
Prudential Retirement June 1984 - Present
Skills
Pension Risk Transfer, Pensions, Defined Benefit, Insurance, Product Development, Insurance Regulatory, Product Management, Transaction Management, Project Management, Risk Management, cross functional team..., Financial Services, Cross-functional Team..., Leadership, Management, Relationship Management, Reinsurance, Mergers & Acquisitions, Retirement, Financial Risk, Strategy, Mutual Funds, Securities
Education
Seton Hall University 1984 — 1989
MBA, Quantative Analysis
Rutgers University, Douglass College 1980 — 1984
BA, Economics and Political Science
St. Marys
Galloza Consulting, LLC February 2015 - Present
Connecticut Department of Economic and Community Development May 2012 - January 2015
Economic Development Corporation of New Haven September 2010 - May 2012
Sunrise Financial Group February 2009 - September 2010
Prudential Retirement October 2005 - June 2008
CIGNA Healthcare January 2001 - September 2005
Pitney Bowes August 1992 - January 2000
Skills
Business Development, Leadership, Strategic Planning, Start-ups, Strategy, Finance, Entrepreneurship, Project Management, Business Strategy, Executive Management, Operations Management, Venture Capital, Mergers & Acquisitions, Business Planning, Due Diligence, Financial Modeling, Cross-functional Team..., Competitive Analysis, Strategic Partnerships, Financial Analysis, Economic Development
Education
The University of Connecticut School of Business 1998 — 2000
MBA
Yale University 1988 — 1992
B.A., Organizational Behavior
Cranford.Com April 2008 - Present
Prudential Retirement April 1995 - October 2007
Skills
Marketing Communications, Marketing, Direct Mail
Education
Montclair State University 1985 — 1989
BS, Marketing
Prudential Retirement June 2012 - Present
Prudential Retirement December 2008 - May 2012
Disabato Advisers, LLC January 2008 - December 2008
Prudential Financial 2000 - January 2008
Skills
CFA, CPA, Investments, Series 7, series 26, Series 63, Retirement, Stable Value, Asset Allocation, Team Leadership
Education
Northern Illinois University - College of Business
Bachelor of Science, Accountancy
PRUDENTIAL RETIREMENT January 2005 - September 2010
Prudential Retirement January 2000 - January 2005
Prudential Retirement April 1998 - December 1999
Prudential Retirement December 1994 - March 1998
Skills
Retirement Planning
Education
State University of New York College at Geneseo 1987 — 1991
Bachelor of Arts, Communication
EMPOWER Retirement April 2015 - Present
Prudential Retirement 2004 - Present
Skills
Microsoft Excel, Microsoft Word, OMNI, business anal, Business Analysis, Client Facing Skills, Project Management, Relationship Management, Financial Services, Vendor Management
Education
Rio Salado College
Associate's Degree
PRUDENTIAL RETIREMENT November 2008 - Present
Prudential Bank & Trust, FSB November 2005 - November 2008
PRS November 2004 - November 2008
Prudential February 2003 - November 2004
CIGNA Financial Services June 2002 - February 2003
CIGNA Bank & Trust Co., FSB August 2000 - June 2002
CIGNA August 1999 - August 2000
CIGNA Financial Services January 1998 - July 1999
Transition Management Services January 1995 - December 1997
Transition Management Services January 1994 - December 1994
Education
University of Connecticut
Master of Business Administration, Management and Marketing
Vassar College 1981 — 1985
Vassar College
Bachelor of Arts, Psychology and German
Prudential Investments July 2011 - Present
Prudential Retirement May 2010 - July 2011
Prudential Retirement May 2006 - May 2010
The Hartford 2006 - 2006
Advest 2003 - 2006
Paine Webber 1994 - 2003
Sanford C. Bernstein 1992 - 1994
Dean Witter Reynolds 1990 - 1992
Skills
Mutual Funds, Investments, Mergers & Acquisitions, Asset Allocation, Analysis, Business Development, Equities, Management, Portfolio Management
Education
The George Washington University 1985 — 1989
BA
Prudential Retirement October 2007 - Present
Prudential Retirement February 2005 - October 2007
AXA Advisors August 2002 - February 2005
Skills
Financial Services, Retirement Planning, Defined Contribution, 401k, Mutual Funds, Retirement, Defined Benefit, Series 63, Series 7, Investments
Education
The Johns Hopkins University 1999 — 2001
MM, Music Performance
University of Hartford 1995 — 1999
BM, Music Performance
Prudential Retirement February 2012 - Present
Fidelity Investments July 2007 - February 2012
Fidelity Investments October 2000 - July 2007
Fidelity Investments October 2000 - July 2007
Fidelity Investments July 1999 - October 2000
Fidelity Investments March 1998 - July 1999
Bi-Polar Pictures December 1997 - March 1998
Procter & Gamble Productions April 1996 - April 1997
Procter & Gamble Productions April 1994 - April 1996
JCPenney Credit Service Center July 1985 - May 1993
Skills
Project Management
Education
College Conservatory of Music, University of Cincinnati 1990 — 1994
BFA, Electronic Media
University of Cincinnati 1990 — 1994
BFA, Electronic Media
Prudential Retirement 1987 - Present
Skills
Financial Services, Vendor Management, Investments, SDLC, Business Analysis, Strategic Planning, Process Improvement, Risk Management, Business Process, Business Process..., Insurance, Program Management, Project Portfolio..., Relationship Management, PMO
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics, Finance, Communications
Prudential Retirement October 2011 - Present
Prudential Retirement November 2010 - September 2011
Prudential Financial January 1989 - October 2010
Skills
Qualified Retirement..., Deferred Compensation, Key Account..., Execution of Business..., 457 Plans, 401k, Series 63, Key Account Management, Series 7, Defined Contribution, CRM, Retirement, Series 6, Defined Benefit, Leadership, Retirement Planning, Mutual Funds, Financial Services, Client Relations Skills, Investments, Manage Client...
Education
Montclair State University 1983 — 1987
BA, Economics
TIAA-CREF December 2014 - Present
TIAA-CREF November 2010 - December 2014
Ameritas Retirement Plans May 2007 - November 2010
Gallagher Benefit Services April 2002 - April 2007
Prudential Retirement April 1998 - April 2002
Skills
Autodidactic, 401k, Retirement, Defined Benefit, Employee Benefits, Retirement Planning, Financial Services, Fixed Annuities, ERISA, Life Insurance, Mutual Funds, Wealth Management, Disability Insurance, Pensions, Financial Advisory, Investments, Business Development, Asset Management, Relationship Management, Investment Advisory, Series 7, Asset Allocation, Series 63, FINRA
Education
American College 2007 — 2010
Designations, CLU, ChFC
Pace University 2003 — 2006
Not Applicable, CFP Certificate Courses
Mansfield University of Pennsylvania 1983 — 1986
Business Administration
Athens Area High School 1979 — 1983
HSD, Academic
Teachers Retirement System -- NYC February 2014 - Present
Prudential Retirement May 2013 - February 2014
Consultant October 2011 - May 2013
UNICEF November 2009 - October 2011
AIG February 1998 - December 2008
Byer & McGuggart (a division of Wells BDDP) March 1995 - January 1998
Lintas MC 1991 - 1993
AT&T Labs, Inc. 1989 - 1991
American Society of Civil Engineers February 1986 - September 1987
New York Construction News 1984 - 1985
Skills
InDesign, Photoshop, Lotus Notes, Social Media, Editing, Technical Writing, Copywriting, Non-profits, Outlook, Public Speaking, Marketing, Project Management, Creative Writing, Website Development, Content Management, Strategic Communications, Leadership, Web Content, Training, Nonprofits, Online Advertising
Education
Rutgers University – Camden 1981 — 1982
BA, English Literature
Lycoming College 1976 — 1980
English Major
Prudential Retirement July 2013 - Present
Transamerica Retirement Solutions February 2010 - July 2013
Chernoff Diamond & Co., LLC September 2009 - February 2010
Pentegra Retirement Services 2004 - 2009
Guardian Life Insurance 1999 - 2003
Prudential Financial 1993 - 1999
Bank of America NT & SA, San Francisco, CA 1982 - 1987
Skills
Market Research, Marketing Communications, Advertising, Internal Communications, New Business Development, Brand Management, Public Relations, Marketing, Strategy, Creative Direction, Budgets, Management, Investments, Retirement, Sales, Sales Operations, 401k, Marketing Strategy
Education
Sweet Briar College
BA
TD Ameritrade May 2012 - Present
MC & Associates Consulting Group July 2011 - May 2012
Prudential Retirement August 2008 - July 2011
Virtus Investment Partners 2005 - 2008
Education
Mount Holyoke College
Plainville High School
Prudential Investments March 2014 - Present
Prudential Investments March 2011 - March 2014
Prudential Retirement February 2009 - March 2011
Prudential Retirement October 2007 - February 2009
Education
Rutgers University-New Brunswick 2003 — 2007
BA, Political Science, Economics, English
JP Stevens High School Edison, NJ 1999 — 2003
High School
Cottingham & Butler September 2013 - Present
Prudential Retirement October 2005 - September 2013
Foodliner Inc October 2004 - March 2005
Schneider National September 2001 - December 2004
Schneider National July 2004 - October 2004
Cigna Retirement January 2004 - July 2004
Cigna/Prudential January 2004 - July 2004
Schneider National October 2001 - December 2003
Skills
Time Management, Management, Customer Service, Recruiting, Analysis, Team Building, Customer Satisfaction, Call Centers, Process Improvement, Outlook
Education
University of Phoenix 2012 — 2014
Masters of Management, Business Administration and Management, General
St. Norbert College 2000 — 2004
Bachelor's Degree, Business Administration
Serv-Rite Meat Company March 2009 - Present
Prudential Retirement 2008 - 2009
Union Bank of California 2005 - 2008
California Bank & Trust 2002 - 2005
Wells Fargo 2000 - 2002
Skills
Investments, Portfolio Management, Mutual Funds, Banking, Financial Services, Series 63, Relationship Management, Risk Management, Asset Managment, Asset Management, Retirement, Wealth Management, Retirement Planning, 401k, Loans, Securities, Strategic Financial..., Series 7, Investment Advisory, Series 6, Pensions, Credit, Equities
Education
University of California, Santa Cruz
B.A., Economics
Prudential December 2013 - Present
Prudential Retirement November 2012 - December 2013
Prudential Financial November 2008 - October 2012
Prudential June 2003 - November 2008
Prudential Financial December 2000 - June 2003
BlessingWhite, Inc. 1998 - 2000
Bayshore Community Hospital 1996 - 1998
Skills
Public Relations, Marketing, Management, Budgets, Insurance, Financial Services, Strategic Planning, Marketing Communications, Vendor Management, Marketing Strategy, Relationship Management, Employee Benefits, Leadership Development, Social Media Marketing, Retirement Planning, Process Improvement, Investments, Project Management, Social Media, Business Strategy, Training, Coaching, Team Building, Change Management, Organizational..., Consulting, Management Consulting, Internal Communications, Leadership, Project Planning, Strategy
Education
Seton Hall University 1996 — 2004
Master of Arts, Communications
University of South Florida 1990 — 1995
Bachelor, Communications
Prudential Retirement AVP Human ResourcesChubb1999 - 2007
Dun & Bradstreet 1995 - 1999
Dun & Bradstreet 1995 - 1999
Dun & Bradstreet 1995 - 1999
Skills
Workforce Planning, Change Management, Employee Engagement, Organizational..., Performance Management, Organizational Design, Employee Benefits, Talent Management, Coaching, Human Resources, Insurance, Talent Acquisition, Succession Planning, Employee Relations, Leadership Development, Organizational..., Process Improvement
Education
Rutgers University-New Brunswick 1987 — 1991
BA, Economics
Retirement Revolution January 2010 - Present
Vertical Management Systems, Inc. January 2010 - March 2011
Independent Consultants January 2009 - January 2010
Prudential Retirement March 2008 - November 2008
Union Bank of California 1996 - 2008
Transamerica Life Insurance Company 1986 - 1996
Skills
Retirement Planning, Pensions, Mutual Funds, Investments, Series 63, Relationship Management, 401k, Business Planning, Auditing, Leadership, Retirement, Management, Financial Services, Competitive Analysis, Project Management, Retirement Benefits, Series 7, ERISA, Insurance, Financial Statements, Process Improvement, Mergers & Acquisitions, Defined Contribution, Employee Benefits
Education
University of California, Los Angeles
Prudential Retirement August 2010 - Present
Prudential Financial October 2009 - July 2010
Jupiterimages February 2002 - March 2008
MPD Printing February 2000 - January 2002
Skills
Adobe Creative Suite, InDesign, Graphic Design, Image Manipulation, QuarkXPress, Photography, Photoshop, Graphics, Pre-press, Advertising, Packaging, Digital Illustration, Art Direction, Mac, Adobe Acrobat, Illustrator, Creative Direction, Logo Design, User Experience, Web Design, Digital Photography, Corporate Identity, Layout, Typography, Brochures, Flash, Image Editing, User Interface Design, Interaction Design, Magazines, Dreamweaver, Multimedia, Direct Mail, Branding & Identity, Art, Email Marketing, Concept Development, Newsletters
Education
Rhode Island School of Design 1993 — 1997
BFA
Prudential Retirement 2008 - Present
Prudential Financial 2003 - 2008
American Lung Association June 2002 - March 2003
McGraw-Hill September 1988 - August 2001
Skills
PowerPoint, Marketing Communications, Project Management, Public Speaking, Professional..., Retirement Planning, Operations Management, Calligraphy, Photography, Publication Planning, Trade Publications, Non-profits
Education
Corporate College / Excelsior College 2012 — 2014
MBA, Business, Management, Marketing, and Related Support Services
New School University 1997 — 2000
Professional Publishing Diploma
ADP September 2006 - Present
Prudential Retirement 2004 - 2006
Prudential Retirement 2002 - 2004
Prudential Retirement 1999 - 2002
Merrill Lynch 1997 - 1999
Skills
Outsourcing, Retirement Planning, Requirements Analysis, Salesforce.com, Employee Benefits, Retirement, SaaS, Enterprise Software, Business Development, Quality Assurance, Relationship Management, Project Management, Business Analysis, Financial Services, 401k, Leadership, SDLC, Change Management, Software Project..., Vendor Management, Process Improvement, Series 63, Mutual Funds, Business Process..., Defined Benefit, CRM, Pensions, Strategy, Business Process, Risk Management, Project Portfolio..., Series 7, Requirements Gathering, PMO
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
BA, Economics
Prudential Retirement September 2014 - Present
C3 Group LLC September 2011 - Present
Prudential Retirement March 1997 - July 2011
Trauner Consulting Services December 1995 - April 1997
First National Community Bank September 1993 - August 1995
Skills
Competitive Analysis, Marketing, Strategic Planning, Direct Marketing, Marketing Communications, Social Media Marketing, Event Planning, Project Management, Marketing Management, Strategic Communications, Brand Management, Corporate Communications, Marketing Strategy, Strategy, Public Relations, Advertising, Press Releases, Market Planning
Education
Temple University 1995 — 1997
Master of Business Administration (MBA)
University of Scranton 1989 — 1993
BS, Marketing
Prudential Retirement November 1994 - Present
Skills
Direct Marketing
Education
Middlesex Community College 1988 — 1992
Bachelor of Business Administration (B.B.A.), Marketing Communications
Glastonbury High School 1968 — 1971
Administrative Assistant and Secretarial Science, General
Prudential Financial November 2013 - Present
Prudential Retirement December 2011 - November 2013
Prudential Retirement February 2011 - December 2011
Prudential Financial April 2000 - November 2010
Howell Benefit Services, Inc. 1995 - 2000
Dean Witter 1990 - 1995
Skills
Retirement Planning, Series 63, Mutual Funds, Retirement, 401k, Series 7, Investments, Risk Management, Financial Services, Insurance, Management, Pensions, Relationship Management, Securities, Series 6
Education
The American College 2004 — 2008
CLU, ChFC
Prudential Retirement December 2011 - Present
Prudental Retirement January 2009 - January 2012
Prudential Investments January 2006 - December 2008
Prudential Retirement July 1999 - December 2005
Prudential Retirement July 1997 - June 1999
Prudential Investments September 1996 - June 1997
Prudential Investments September 1995 - August 1996
Skills
Management, Business Requirements, Vendor Management, Project Management, Leadership, Quality Center, User Acceptance Testing, Test Planning, Requirements Gathering, Regression Testing, SDLC, Process Improvement, Business Analysis, IT Strategy, Requirements Analysis, Project Planning, Risk Management, Test Management, Lotus Notes, Testing, Quality Assurance, Test Automation, Metrics, Business Process, Cross-functional Team..., Enterprise Architecture, Resource Management, Team Leadership, Project Delivery, Project Portfolio..., Information Technology, Business Process..., Analysis, Waterfall, IT Management, Systems Analysis, Software Project..., Test Estimation, HP Quality Center, Data Warehousing
Education
Penn State University 1991 — 1995
bachelor's of science, Operations Management, Business
Prudential Retirement 1996 - Present
Skills
Financial Services, Retirement, Retirement Planning, Mutual Funds, Series 63, Series 7, Investments, Insurance, Wealth Management, 401k, Pensions, Business Analysis, Asset Allocation, Fixed Income, Portfolio Management
Education
University of California, Los Angeles
Master of Fine Arts (M.F.A.)
University of California, Los Angeles
Bachelor of Fine Arts (B.F.A.)
Wolters Kluwer/ftwilliam.com June 2010 - Present
Paychex March 2008 - June 2010
Prudential Financial 1997 - December 2009
Prudential Retirement 2001 - 2008
Skills
Employee Benefits, Process Improvement, 401k, Salesforce.com, Benefits Administration, Training, Account Management, Customer Service, Coaching
Education
The University of Salford 1971 — 1974
B.Sc., Maths & Economics
Allianz Global Investors March 2009 - Present
Prudential Retirement 2003 - 2007
Merrill Lynch March 1994 - March 2003
Skills
Investments, ETFs, Asset Management, Series 63, Mutual Funds, Retirement, 401k, Series 7, Wealth Management, Asset Allocation, Alternative Investments, Investment Strategies, FINRA, Separately Managed..., Securities, Investment Advisory
Education
Saint John's University - Peter J. Tobin College of Business 1979 — 1981
BS Management, Economics, Management
St. Agnes Cathedral High School
Prudential Retirement August 2014 - Present
Prudential Retirement 2011 - 2014
Fidelity Investments July 1993 - February 2010
Fidelity Investments 1993 - 2010
Skills
Series 6, Retirement Planning, Uniform Combined State..., Retirement, Financial Services, Strategic Financial..., Securities, Series 7, Series 63, 401k, Mutual Funds, Investments, Wealth Management, Risk Management, Relationship Management, Management, Leadership, Business Relationship...
Education
The University of Texas at Dallas
Bachelors, Government and Politics
Prudential Retirement July 2010 - Present
Morgan Stanley Smith Barney 2006 - 2008
AIG SunAmerica 2005 - 2006
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor's, Economics
Prudential Retirement June 2012 - Present
Prudential Retirement & Investment Services June 1997 - June 2012
Prudential Financial July 1985 - May 1997
Skills
Retirement, Insurance, Actuarial Science, Business Analysis, Mutual Funds, Pensions, 401k
Education
Thomas Edison State College
Associate of Science (A.S.), Business Administration, Management and Operations
Prudential Retirement August 1985 - Present
Skills
Risk Management, Compliance Testing, Auditing, Employee Training, Data Analysis, Business Analysis, Compliance, Financial Reporting, Project Delivery, Process Improvement
Education
Thomas Edison State College
Bachelor's degree in Business Administration, Business Administration and Management, General
CCS
Prudential Retirement 2004 - Present
Skills
401k, Retirement Planning, Defined Benefit, Pensions, Taft-Hartley
Education
New England Law Boston 1991 — 1995
JD, Taxation
Voya Financial April 2014 - Present
ING May 2006 - Present
Prudential Retirement 1999 - 2006
CIGNA Retirement & Investment Services 1999 - 2004
Skills
Direct Marketing, Marketing Communications, Relationship Management, Marketing Strategy, Mutual Funds, Financial Services, Email Marketing, Marketing Management, CRM, Strategy
Education
Providence College 1994 — 1998
BS, Marketing & Communications
Prudential Retirement February 2012 - Present
The Farmington Company March 2011 - February 2012
Prudential Retirement April 2004 - October 2010
CIGNA Retirement & Investment Services (Now called Prudential Financial) September 1993 - April 2004
CIGNA Retirement & Investment Services May 1992 - September 1993
CIGNA Retirement & Investment Services August 1989 - May 1992
Skills
Account Reconciliation, Administration, Business Process, Defined Benefit, Defined Contribution, Employee Benefits, Visio
Education
Southern Connecticut State University 1985 — 1989
Bachelors, Business Administration, concentration Management
North Pocono School District 2007 - Present
Prudential Retirement 2014 - 2014
Bill’s Shoprite 2002 - 2011
Skills
Customer Assistance, Employee Leadership, Product Sales, Product Promotions, Call Center Operations, Account Maintenance, Communication, High School Art..., Elementary Art Education, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe Illustrator, Photoshop, Sales, PowerPoint, Event Planning, Customer Service, Data Entry
Education
Northeast Intermediate Unit 19 2010 — 2011
ESL (English as a Second Language), Education
Marywood University 2003 — 2007
Bachelor of Arts (Cum Laude), Education, 3.67 GPA
Pace University August 2015 - Present
BRED 2006 - Present
Pratt Institute 2010 - May 2015
Fashion Institute of Technology 2009 - 2010
Rutgers University, Newark 2007 - 2009
Prudential Retirement 2003 - 2007
Skouras Design 2001 - 2003
Leibowitz Communications 1997 - 2000
Skills
Interaction Design, User Experience, Experience Design, Adobe Creative Suite, Typography, InDesign, Art Direction, Illustrator, Graphic Design, Illustration, Web Design, Creative Direction, User Interface Design, Concept Development, Information Architecture, Logo Design, Layout, Branding & Identity, Information Design, Photoshop, Dreamweaver, Graphics, Visual Communication, Corporate Identity, Drawing, Mac, Book Design, Posters
Education
Pratt Institute 2010 — 2011
MFA, Communication Design
Pratt Institute 2003 — 2007
MS, Communication Design
Rutgers, The State University of New Jersey-Newark 1992 — 1996
BA, Graphic Design
Prudential Retirement October 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Windows, Teaching
Education
University of Nebraska College of Law 2013 — 2016
Loras College 2008 — 2012
Bachelor of Arts (B.A.), History and Politics
Prudential Retirement September 2008 - Present
Clay Finlay January 1996 - February 2000
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Investments, Securities, Life Insurance, Insurance, Series 6, Series 63, Customer Service, Building Relationships, Creative Problem Solving, Research, Conflict Resolution, De-escalation
Education
Penn State University 2012 — 2015
Bachelor of Science (BS), Business Administration/Financial Services
Prudential Retirement June 2012 - Present
Outsourcing USA May 2010 - December 2012
The Times Leader July 2004 - May 2010
Skills
Qualified Retirement..., 401k, Desktop Publishing, Graphic Design, Interior Design, Advertising, Marketing Communications, Operations Management, Production Managment
Education
Misericordia University 2015 — 2019
Bachelor of Business Administration (B.B.A.)
Luzerne County Community College 2002 — 2008
Associate of Arts and Sciences (A.A.S.), Computer Graphics, su cum laude
Prudential Retirement August 2010 - Present
Prudential Retirement 2007 - August 2010
Skills
Qualified Retirement..., Manage Client..., Relationship Management, 401k
Education
University of Dubuque
Master of Business Administration (MBA)
Monmouth College