Travers, O'keefe
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Travers, O'keefe Employees
Bold Lion Brokerage LLC January 2007 - Present
Towers Watson April 2005 - May 2007
Travers, O'keefe January 2000 - February 2005
Oxford Health Plans January 1998 - January 2000
Oxford Health Plans January 1991 - January 1998
Skills
Management Consulting, Actuarial Science, Business Strategy, Insurance, Kill & Eat, Employee Benefits, Mergers & Acquisitions, Sales, Human Resources, Risk Management, Strategic Planning, Strategy, Selling, New Business Development, Management, Executive Management
Education
Ohio Wesleyan University 1986 — 1990
B.A., Economics Management (Major), Theatre (Minor)
Boston Latin School 1982 — 1986
3.86 GPA
TTQ Publishing May 2015 - Present
Travers, O'keefe 2012 - 2013
Skills
Communication, Adobe Creative Suite, Leadership, Data Entry, Time Management, Microsoft Excel, Typography, Illustrator, Microsoft Office, Problem Solving, Marketing Communications, Community Outreach, Administrative..., PowerPoint, Social Media, InDesign, Dreamweaver, Mac, Adobe Acrobat, Photoshop, Fully bilingual English, Initiation, Team Leadership, Project Planning, Reliability, Flexible Schedule, Computer Proficiency, Mac OS, Mac & PC platforms, Independent Thinking, Budget Management, Organizational..., Adobe Creative Cloud
Education
CUNY New York City College of Technology 2006 — 2011
Bachelor of Technology (B.Tech.), Graphic Arts Production Management
William H. Maxwell CTE High School 2002 — 2006
High School Diploma, Communication and Media Studies
United Retirement Plan Consultants March 2015 - Present
The Retirement Advantage June 2014 - March 2015
SMA Services Inc. May 2013 - June 2014
Next Financial June 2012 - May 2013
Centinel Financial Group, LLC August 2011 - April 2012
Ameritas April 2006 - March 2011
Travers, O'keefe May 2005 - April 2006
New York Life Insurance Company June 1999 - May 2005
Skills
401k, Accredited Investment..., ERISA, Defined Contribution, Cash Balance, Due Diligence, Investments, Pensions, Pension Administration, Performance Benchmarking, Investment Advisory, Plan Design, Defined Benefit, Fiduciary, Retirement, Retirement Planning, Series 63, Financial Advisory, Series 6, Investment Management, Wealth Management..., Qualified Retirement..., Profit Sharing, Retirement Plan..., Portfolio Management, Consulting, Strategic Planning, Mutual Funds, Asset Allocation, Fixed Annuities, Series 7, Wealth Management, Securities, Investment Strategies, Financial Services, Financial Planners, Asset Management, FINRA, Variable Annuities, Pension Funds, Wealth Accumulation, Separately Managed..., Savings, 401k Rollovers, Roth IRA, Financial Analysis, Estate Planning, Life Insurance, Financial Planning
Education
The College of Saint Rose 1993 — 1996
Biochemistry
Alfred State College - SUNY College of Technology 1992 — 1993
Biochemistry
College for Financial Planning
CRPS®,, Retriement Planning
Fi360
Accredited Investment Fiduciary, Fiduciary
The American College
Certified Retirement Plan Specialist, Qualified Pension Plans
Aegis Capital Corporation June 2009 - February 2010
L'Oreal April 2008 - December 2008
Travers, O'keefe May 2004 - September 2007
Arnold Worldwide June 2001 - July 2002
Fitness Magazine April 2001 - June 2001
Oxygen Media August 1998 - February 2000
Renault USA August 1998 - February 2000
Education
Fordham University 1998 — 2004
BA, Media Studies, Journalism
Howard University 1993 — 1995
Mass Communications
Travers, O'keefe January 2005 - Present
Education
Calvin College 1995 — 1999
Standard & Poor's March 2012 - Present
LeAP After School February 2006 - August 2011
Travers, O'keefe January 2006 - March 2011
Cunningham Dance Foundation 2000 - 2005
Skills
Administrative..., Choreography, Dance, Performing Arts, Event Planning, Event Management, Contemporary Dance, Theatre, Musical Theatre, Acting, Improvisation, Arts Administration, Stage, Ballet, Yoga, Festivals, Fundraising, Dance Education, Modern Dance, Non-profits, Singing, Entertainment, Outlook, Administrative Work, Corporate Events, Access, Social Media, Public Speaking, Spanish, Creative Writing, Editing, Grant Writing, Nonprofits
Education
Long Island University, C.W. Post Campus 1995 — 1999
Bachelor of Fine Arts (BFA), Theatre/Theatre Arts Management
Peter Stuyvesant College 1989 — 1995
High School Degree, Economics
Deena Levy Theater Studio
ConnectSource Solutions, Inc. March 2010 - Present
Travers, O'keefe July 2003 - March 2010
99 Services May 1999 - July 2003
AB Research 1996 - 1999
Skills
Active Directory, Disaster Recovery, WAN, Troubleshooting, Strategic Planning, Business Continuity, Internet Strategy, Information Technology, Google Webmaster Tools, Data Center, HIPAA, Web Project Management, SharePoint, Contract Negotiation, SaaS, Healthcare Information..., Corporate Law, ITIL, Employee Benefits, Vendor Management
Education
Brandeis University 1991 — 1996
BS, Sociology
Aetna April 2012 - Present
Travers, O'keefe 2002 - 2012
Aetna, Inc. 1993 - 2002
Skills
Health Savings Accounts, Health Insurance, Insurance, 401k, Business Development, New Business Development, Sales, Disability Insurance, Contract Negotiation, Strategic Planning, Sales Management, Marketing, Employee Benefits, Underwriting, Marketing Strategy, Account Management, Customer Retention, Brokers, Managed Care, Medicare, Leadership, Strategy
Education
Manhattanville College
B.A., Economics
Manhattanville College
NYC Department of Education February 2012 - Present
Travers, O'keefe December 1997 - March 2011
Borah, Goldstein, Altschuler, Nahins & Goidel, P.C. August 1994 - November 1997
Borah, Goldstein, Altschuler, Nahins & Goidel, P.C. November 1991 - August 1994
Borah, Goldstein, Altschuler, Nahins & Goidel, P.C. December 1986 - October 1991
Skills
Teaching, Personnel Management, Human Resources, Benefits Administration, Public Speaking, Microsoft Excel, Training, Employee Benefits, PowerPoint, Administrative..., Leadership, Team Building, Special Education
Education
Baruch College
BBA, Human Resource Management
USI Insurance Services January 2014 - Present
Travers, O'keefe August 2003 - December 2013
MVP Health Care July 1999 - August 2003
Education
SUNY Albany
Bachelor of Applied Science (B.A.Sc.), Political Science and Government