Barnum Financial Group

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Barnum Financial Group Employees

Employee
Years
Job
Industry
Bill Brancaccio Bill Brancaccio Greater New York City Area Details
Bill Brancaccio's Barnum Financial Group Experience August 2011 - Present
Job Financial Services Representative at Barnum Financial Group an Office of MetLife
Industry Financial Services
Experience
Barnum Financial Group   August 2011 - Present
Barnum Financial Group an Office of MetLife  June 2010 - July 2010
Calf Pasture Parks Dept   July 2006 - August 2009

Education
Hofstra University   2007 — 2011
BBA, Finance, Marketing

Hofstra University, Zarb School of Business 2007-2011   2007 — 2011
BBA, Finance

Alexis Derr Alexis Derr Greater Boston Area Details
Alexis Derr's Barnum Financial Group Experience October 2012 - July 2013
Job Voice Over Artist at Voices.com
Industry Performing Arts
Experience
Voices.com  October 2014 - Present
R.E. Richards Inc.   August 2013 - November 2013
Barnum Financial Group   October 2012 - July 2013
Starbucks  June 2010 - July 2012
Bub’s Barbeque   July 2009 - March 2010
University of Massachusetts Residence Life Resource Center   December 2008 - December 2009
Connecticut State Senate Campaign   June 2009 - September 2009
Alexis’ Interior Painting   November 2007 - August 2008
Alexis Derr   March 2002 - July 2006

Skills
Vocalist, Musical Theatre Dance, Painting, Carpentry, Stage Carpentry, Stage Make-up, Costume Design, Sewing, Superior organizational..., Highly motivated..., Musical Theatre, Time Management, Customer Satisfaction, Management, Leadership, Creative Writing

Education
University of Massachusetts, Amherst   2006 — 2012
Bachelor's Degree, Art and The Human Psyche

University of Massachusetts, Amherst
Bachelor's degree, Art and the Human Psyche

Christopher Cleland, CFP® Christopher Cleland, CFP® Farmington, Connecticut Details
Christopher Cleland, CFP®'s Barnum Financial Group Experience June 2010 - November 2011
Job CFP® at American Senior Benefits
Industry Financial Services
Experience
American Senior Benefits  October 2014 - Present
Charter Oak Insurance and Financial Services  May 2012 - October 2014
Barnum Financial Group   June 2010 - November 2011
MW Financial Group Ltd.  August 2008 - June 2010
Barnum Financial Group   November 2003 - August 2008

Skills
Fixed Annuities, Financial Services, Retirement, Insurance, Securities, Disability Insurance, Life Insurance, Long-term Care, Wealth Management, Employee Benefits, Retirement Planning, Estate Planning, Term Life Insurance, Series 7, Financial Planning, Brazilian Portuguese, Teaching, CFP, Tax...

Education
Nova Southeastern University   1992 — 1994
B.S., Business

Craig Stearns, CFP ® Craig Stearns, CFP ® Greater New York City Area Details
Craig Stearns, CFP ®'s Barnum Financial Group Experience June 2002 - May 2008
Job Senior Vice President, Lenox Advisors | Wealth Manager | Financial Planner | Corporate Benefits
Industry Financial Services
Experience
Lenox Advisors  June 2008 - Present
Barnum Financial Group   June 2002 - May 2008
AXA Advisors  December 2001 - June 2002
One Studio/Clearblue Technologies   August 2000 - December 2001

Skills
Wealth Management, Investments, Insurance, Strategic Financial..., Portfolio Management, Risk Management, Estate Planning, Asset Management, Asset Managment, Risk, Financial Planning

Education
College for Financial Planning   2005 — 2005
CFP, Financial Planning

New York University- Masters   1985 — 1988
Masters

New York University   1984 — 1987
BFA, Theatre

Maria Conlon, CLF® Maria Conlon, CLF® Shelton, Connecticut Details
Maria Conlon, CLF®'s Barnum Financial Group Experience June 2006 - Present
Job Managing Sales Director at Barnum Financial Group, an office of MetLife
Industry Financial Services
Experience
Barnum Financial Group, an office of MetLife  June 2006 - Present
Barnum Financial Group   June 2006 - Present
Southern Ct State University  June 2006 - April 2007

Education
University of Connecticut   2000 — 2005
Political Science

Seymour High School

Michael Gambardella Michael Gambardella Orange, Connecticut Details
Michael Gambardella's Barnum Financial Group Experience January 2014 - Present
Job Technical Specialist at Barnum Financial Group/Metlife
Industry Information Technology and Services
Experience
Barnum Financial Group   January 2014 - Present
Clinical Insights  November 2010 - October 2013

Skills
Active Directory, Windows Server, Troubleshooting, Windows 7, Computer Hardware, XP, Servers, VMware, Windows, Technical Support, System Administration, Network Administration, Microsoft Exchange, Software Installation, Operating Systems, Disaster Recovery, Hardware, HP, System Deployment, Windows XP, VMware ESX

Education
Fairfield University   2005 — 2008
Economics

Robert Motto Robert Motto Greater New York City Area Details
Robert Motto's Barnum Financial Group Experience January 2009 - April 2009
Job Pricing Analyst at Agera Energy
Industry Utilities
Experience
Agera Energy  August 2015 - Present
Agera Energy  May 2015 - August 2015
Sandata Technologies  February 2014 - April 2015
Sandata Technologies  May 2011 - January 2014
Sandata Technologies  November 2010 - May 2011
NYOnlineRealty   May 2009 - August 2009
Barnum Financial Group   January 2009 - April 2009

Skills
Databases, Software Documentation, SharePoint, Vendor Management, Business Analysis, Microsoft Excel, Process Improvement, Healthcare Information..., Microsoft Office, Business Intelligence, Project Management, Salesforce.com, CRM, SQL, Leadership, Software Implementation, SDLC, Commodity Pricing, Tariffs, Market Research, Pricing Analysis

Education
Sacred Heart University   2007 — 2010
Bachelor of Science (B.S.), Business

Ronda Warrener Ronda Warrener Wakefield, Rhode Island Details
Ronda Warrener's Barnum Financial Group Experience 2009 - Present
Job Financial Advisor, Edward Jones
Industry Financial Services
Experience
Edward Jones  August 2015 - Present
Barnum Financial Group   2009 - Present

Education
Rhode Island College   2010 — 2012
Masters of Professional Accountancy, Financial Planning, Graduate

Rhode Island College   1985 — 1989
Bachelor's degree, Economics, Graduate

Jen Petteway Jen Petteway Greater New York City Area Details
Jen Petteway's Barnum Financial Group Experience October 2014 - Present
Job Marketing Assistant at MetLife
Industry Marketing and Advertising
Experience
Barnum Financial Group   October 2014 - Present
Sammax Consultants, Ltd.   February 2013 - October 2014
CBS Radio  July 2012 - September 2013
NBC Universal  December 2010 - December 2011

Education
Southern Connecticut State University   2008 — 2011
Bachelors, Journalism

University of New Haven
Journalism

Ortal Gefen Ortal Gefen Greater New York City Area Details
Ortal Gefen's Barnum Financial Group Experience August 2006 - August 2007
Job Senior User Experience Engineer at Aetna
Industry Information Technology and Services
Experience
Aetna  February 2015 - Present
Prolifogy Software & Consulting   December 2013 - Present
Clarus Marketing Group  March 2014 - February 2015
Clarus Marketing Group  May 2011 - March 2014
Amphenol RF  January 2009 - May 2011
NGC Worldwide Inc   August 2007 - August 2008
Barnum Financial Group   August 2006 - August 2007
Sacred Heart University  September 2004 - May 2007

Skills
JavaScript, jQuery, ASP, Web Development, HTML + CSS, Advanced CSS, Social Media, SEO, MySQL, PHP, HTML, User Interface Design, Microsoft Office, Management, CSS, XHTML, Graphic Design, Online Marketing, XML, User Experience, Databases, Advertising, Web Design, Google Analytics, Dreamweaver, E-commerce, Web Analytics, Web Marketing, Front-end, SEM, Usability, Marketing Communications

Education
Western Connecticut State University   2010 — 2012
MBA, Business Administration

Sacred Heart University   2007 — 2009
MS, Information Technology

Sacred Heart University   2004 — 2007
BA, Business Administration Management of Information Systems

Jeanine Dunn Jeanine Dunn Hartford, Connecticut Area Details
Jeanine Dunn's Barnum Financial Group Experience November 2013 - June 2015
Job Portfolio Administrator at HFM Wealth Management
Industry Financial Services
Experience
HFM Wealth Management   September 2015 - Present
Barnum Financial Group   November 2013 - June 2015
Conning  January 1994 - January 2003

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Financial Services, Portfolio Management, Asset Management, Insurance, Investments

Education
University of Hartford
Finance and Financial Management Services

Christopher Pisarz Christopher Pisarz Bridgeport, Connecticut Details
Christopher Pisarz's Barnum Financial Group Experience November 2008 - February 2010
Job Business Development Adviser
Industry Financial Services
Experience
University of Connecticut -Small Business Development Center   May 2013 - Present
Spruce Hill Capital   January 2013 - May 2013
Small Business Development Center  February 2012 - December 2012
Ad Astra Investment Fund   January 2011 - May 2012
Barnum Financial Group   November 2008 - February 2010
Hertz  September 2006 - September 2008

Skills
Financial Statement..., Analytical Skills, Statistical Data..., Discounted Cash Flow, Technical Analysis, Communication, Leadership, Determined to Succeed, Challenge Driven, Self-confidence, DCF, Financial Reporting, Analysis, Financial Analysis, Finance, Equities, Accounting, Business Development

Education
Southern Connecticut State University   2010 — 2013
Master of Business Administration (MBA), Finance, General

Merrimack College   2002 — 2006
Bachelor of Science (B.S.), Accounting

Charles Householder Charles Householder Norwalk, Connecticut Details
Charles Householder's Barnum Financial Group Experience July 2002 - August 2003
Job ELearning Specialist at SiriusDecisions
Industry Professional Training & Coaching
Experience
SiriusDecisions  August 2013 - Present
Charles Householder Enterprises   January 2008 - Present
AEON INC.   July 2010 - August 2013
German American Technologies   January 2008 - June 2008
eNR Services   June 2005 - April 2007
One Source Mortgage  2003 - 2005
Barnum Financial Group   July 2002 - August 2003
Aerotek  May 2000 - June 2002
Dworkin Chevrolet   August 1997 - May 2000

Skills
Public Speaking, Sales Management, Business Strategy, Recruiting, Marketing, Sales, Public Relations, Temporary Placement, Financial Services, Automotive, Real Estate, New Business Development, Account Management, Marketing Strategy, Direct Sales, Selling Skills, Lead Generation, Salesforce.com, Social Media, Advertising, Cold Calling, Team Building, Coaching, Business Development, Training, Leadership, Sales Operations, Selling, Management, Online Advertising, Marketing Management, Small Business, Sales Presentations, B2B, Negotiation, Retail, Trade Shows, Shotokan Karate

Education
Southern Connecticut State University   1993 — 1997
BS, Corporate Communication

Zach Dugas Zach Dugas Monroe, Connecticut Details
Zach Dugas's Barnum Financial Group Experience June 2012 - August 2012
Job Financial Services Representative and Investment Advisor Representative at Barnum Financial Group, An Office of MetLife
Industry Financial Services
Experience
Barnum Financial Group, An Office of MetLife  November 2013 - Present
Barnum Financial Group   June 2012 - August 2012

Skills
Marketing, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, Accounting, English, HTML, C++, Leadership, Financial Modeling, Team Leadership

Education
Albertus Magnus College   2010 — 2013
Bachelor's degree, Finance, General

St. Luke's School, New Canaan, CT   2004 — 2008

Matt Gaughran Matt Gaughran Cromwell, Connecticut Details
Matt Gaughran's Barnum Financial Group Experience May 2007 - Present
Job Financial Services Representative at Barnum Financial Group, an office of MetLife
Industry Financial Services
Experience
Barnum Financial Group   May 2007 - Present

Skills
Financial Services, Finance, Retirement Planning, Insurance, Fixed Annuities, Investments, Securities, Investment Strategies, Mutual Funds, Life Insurance, Sales, Customer Service, Retirement, Disability Insurance

Education
University of Hartford   1996 — 1999
BS, Business Management

Kate Terrien Kate Terrien Providence, Rhode Island Area Details
Kate Terrien's Barnum Financial Group Experience March 2007 - November 2010
Job Senior Project Coordinator
Industry Utilities
Experience
RISE Engineering  February 2013 - Present
Scarlett  October 2012 - Present
The Mello Group   June 2012 - February 2013
Priority Management Group   August 2011 - June 2012
Hunt Yachts  November 2010 - May 2011
Barnum Financial Group   March 2007 - November 2010
MetLife  April 2002 - March 2007
Pet Food Experts, inc   January 1999 - January 2002

Skills
Sales Management, Research, Insurance, Customer Satisfaction, Promotions, Product Marketing, Inside Sales, Phone Skills, Phone Etiquette, Reception, Operational Planning, Construction Management, Customer Oriented, Customer Retention, Customer Acquisition, Customer Insight, Organization &..., Organizational..., Organizational..., Executive Support, Marketing, Telephone Skills, Customer Service, Contract Negotiation, Sales, Event Planning, Public Speaking, Social Networking, Leadership, Social Media Marketing, Retail, Office Management, Time Management, Process Scheduler, Account Management, Call Centers, Small Business, Budgets, Management, Social Media, Marketing Strategy, Event Management, Project Management, Public Relations, Training

Education
Rhode Island College   1992 — 1993

Seekonk High School

Steven Dolzani Steven Dolzani Greater New York City Area Details
Steven Dolzani's Barnum Financial Group Experience March 2008 - Present
Job Financial Services Representative at Barnum Financial Group, an Office of MetLife
Industry Financial Services
Experience
Barnum Financial Group   March 2008 - Present

Skills
Financial Services, Insurance, Retirement Planning, Fixed Annuities, Retirement, Life Insurance, Mutual Funds, Series 63, Disability Insurance, Series 7, Term Life Insurance, Long-term Care, Investments, 401k

Education
Southern Connecticut State University   1995 — 2001

Richard Ofstie Richard Ofstie Shelton, Connecticut Details
Richard Ofstie's Barnum Financial Group Experience March 2012 - Present
Job Investment Adviser Representative at Barnum Financial Group, An Office of MetLife
Industry Financial Services
Experience
Barnum Financial Group   March 2012 - Present

Skills
Retirement Planning, Securities, Mutual Funds, Wealth Management, Retirement, Investments, Fixed Annuities, Investment Advisory, IRAs, 401k, Asset Allocation, Estate Planning...

Education
University of Rhode Island
Bachelor of Arts (B.A.), Political Science and Government

horace greeley H.S.

Brittany Range Brittany Range Huntington Beach, California Details
Brittany Range's Barnum Financial Group Experience February 2010 - December 2010
Job Leave Administration Team at Disneyland Resort
Industry Leisure, Travel & Tourism
Experience
Disneyland Resort  August 2014 - Present
Disneyland Resort  August 2013 - August 2014
Disneyland Resort  September 2011 - August 2013
Procon GPS   February 2011 - August 2011
Barnum Financial Group   February 2010 - December 2010
US Dept of Commerce, Census 2010   April 2010 - July 2010
Behr Process Corporation  June 2009 - December 2009
Disney Vacation Club  October 2007 - March 2009

Skills
Facebook, Social Networking, Social Media, Customer Service, Outlook, Event Planning, Cold Calling, Marketing, Sales, Human Resources, Account Management

Education
Ithaca College   2002 — 2006
Bachelor of Arts, Spanish, Italian, International Business

Universidad de Salamanca   2005 — 2005
Spanish Language and Literature

Lynn Waldvogel Lynn Waldvogel Greater Atlanta Area Details
Lynn Waldvogel's Barnum Financial Group Experience 2011 - Present
Job Agency Marketing Director Barnum Financial Group, an office of MetLife
Industry Financial Services
Experience
Barnum Financial Group   2011 - Present
Prudential Investments  1999 - 2004
PaineWebber  1993 - 1999
Kidder Peabody  1992 - 1993

Skills
Mutual Funds, Financial Services, Strategic Planning, Asset Managment, Series 7, Investments, Management, Wealth Management, Insurance, Fixed Annuities, Strategy, Marketing Strategy, Brand Management

Education
Fordham University
Bachelor of Arts (B.A.), Communications, Journalism and American Studies, Magna Cum Laude

Fordham University School of Law
Juris Doctor, Law

Jenna Dahlquist Jenna Dahlquist Greater Philadelphia Area Details
Jenna Dahlquist's Barnum Financial Group Experience January 2007 - January 2008
Job Technical Project Manager at Daggerwing Group
Industry Marketing and Advertising
Experience
Daggerwing Health  February 2013 - Present
Epsilon  April 2012 - February 2013
Harte-Hanks, Inc.   February 2010 - April 2012
Harte-Hanks  April 2008 - February 2010
Barnum Financial Group   January 2007 - January 2008

Skills
Project Management, Pharmaceutical Industry, Relationship Marketing, Digital Marketing, Multi-channel Marketing, Direct Marketing, Email Marketing, Direct Mail, Marketing, Business Development, Strategy, Integrated Marketing, Management, Digital Strategy, Online Advertising, Marketing Strategy, Marketing Communications

Education
La Salle University   2009 — 2015
MBA, Marketing

University of Connecticut   2002 — 2006
Bachelors, Finance

2005 Consortium of International Universities
International Business and Economics

TRAVEL EXPERIENCE

Christopher Montgomery Christopher Montgomery Canton, Massachusetts Details
Christopher Montgomery's Barnum Financial Group Experience 2008 - 2010
Job Recruiter at State Street
Industry Staffing and Recruiting
Experience
State Street  June 2015 - Present
Liberty Mutual Insurance  January 2015 - May 2015
KNF&T Staffing Resources  October 2013 - October 2014
United States Air Force  2009 - 2012
Barnum Financial Group   2008 - 2010

Skills
Aerospace Industries, Leadership, Coaching, Management, Sales, Direct Sales, Small Business, Aerospace, Insurance, Teaching, Avionics, Troubleshooting, Private Pilot, Air Force, Corrective Actions, Military Operations, Leadership Development, Staffing Services, Recruiting, Temporary Placement, Applicant Tracking..., Interviews, Sourcing, Customer Service, Microsoft Excel, Microsoft Office, CRM, Training

Education
Nichols College   2001 — 2005
Bachelor of Arts (BA), Psychology

James Ian James Ian Greater New York City Area Details
James Ian's Barnum Financial Group Experience 2004 - Present
Job Financial Services Representative at Barnum Financial Group, An Office of MetLife
Industry Financial Services
Experience
Barnum Financial Group   2004 - Present

Education
University of Dayton   1990 — 1994

Nicholas Guarino Nicholas Guarino Greater New York City Area Details
Nicholas Guarino's Barnum Financial Group Experience August 2013 - November 2013
Job Client Service Associate at HedgeMark International, LLC
Industry Financial Services
Experience
HedgeMark International, LLC  August 2014 - Present
Barnum Financial Group   August 2013 - November 2013
Morgan Stanley Wealth Management  September 2012 - January 2013
Quinnipiac University School of Business   August 2011 - May 2012

Skills
Bloomberg, Investments, Portfolio Management, Valuation, Equities, Bloomberg Terminal, Asset Allocation, Morningstar, Microsoft Excel, Leadership, Microsoft Office

Education
Quinnipiac University   2010 — 2014
Bachelor of Science, Finance, Senior

Quinnipiac University - School of Business   2010 — 2014
Bachelor of Science (B.S.), Finance, General

Billy Drakeley Billy Drakeley Woodbury, Connecticut Details
Billy Drakeley's Barnum Financial Group Experience June 2011 - July 2011
Job Attended Bentley University
Industry Financial Services
Experience
FCI Advisors  April 2014 - Present
Drakeley Industries LLC   April 2005 - January 2014
Barnum Financial Group   June 2011 - July 2011

Skills
Options, Finance, Corporate Finance, Equities, Financial Analysis, Financial Advisory, Financial Modeling, Investments, Portfolio Management, Valuation

Education
Bentley University   2008 — 2013
B.S., M.S.F., Finance

Royal Holloway, University of London   2010 — 2010

Kristi-Leigh Linnin Kristi-Leigh Linnin Greater New York City Area Details
Kristi-Leigh Linnin's Barnum Financial Group Experience August 2008 - August 2010
Job Department of Education
Industry Education Management
Experience
NYC Department of Education  January 2014 - Present
Rye City School District  January 2011 - January 2014
Barnum Financial Group   August 2008 - August 2010

Skills
Microsoft Office, Teaching, Microsoft Excel, Social Media, Public Speaking, Strategic Planning, Marketing, Customer Service, Microsoft Word, PowerPoint, Research, Higher Education, Community Outreach, Curriculum Development, Curriculum Design

Education
The College of New Rochelle   2010 — 2012
Master's degree, Elementary Education and Teaching

Iona College   2005 — 2007
BA, Mass Communications, Concentration in Public Relations

N. Riley O'Connell N. Riley O'Connell Portsmouth, Rhode Island Details
N. Riley O'Connell's Barnum Financial Group Experience September 2011 - October 2012
Job Financial Analyst at Raytheon Integrated Defense Systems
Industry Defense & Space
Experience
Raytheon Integrated Defense Systems  October 2012 - Present
Barnum Financial Group   September 2011 - October 2012

Skills
Microsoft Excel, Customer Service

Education
University of Rhode Island   2007 — 2011
BA, Communications

Douglas Bottaro Douglas Bottaro Hartford, Connecticut Area Details
Douglas Bottaro's Barnum Financial Group Experience August 2013 - November 2013
Job Regional Consultant at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners  November 2013 - Present
Barnum Financial Group   August 2013 - November 2013
Lenox Advisors  September 2011 - January 2013
Maffe Financial Group  September 2009 - September 2011
The Hartford  March 2008 - July 2009
Lincoln Financial Distributors  January 2007 - February 2008

Skills
Investments, Insurance, Strategic Financial..., Account Management, Mutual Funds, Retirement Planning, Risk Management, Strategic Planning, Series 7, Long-term Care, Equities, Estate Planning, Investment Advisory, Employee Benefits, Securities, Life Insurance, Fixed Annuities, Financial Planning, Sales Management, Capital Markets

Education
Central Connecticut State University   2002 — 2006
Bachlor of Science, Marketing and Finance

Josh Slater Josh Slater Hartford, Connecticut Area Details
Josh Slater's Barnum Financial Group Experience October 2007 - May 2008
Job Product Director at Travelers
Industry Insurance
Experience
Travelers  September 2013 - Present
Travelers  February 2011 - October 2013
Travelers  July 2009 - February 2011
Travelers  June 2008 - July 2009
Barnum Financial Group   October 2007 - May 2008
Travelers  June 2006 - August 2007

Skills
Product Management, Insurance, Financial Analysis, Microsoft Office, Excel, SAS, Access, Analysis

Education
Quinnipiac University   2004 — 2008
BS, Finance

University of Hartford   2009 — 2012
Master of Business Administration (MBA), Finance

Elena Lupone Elena Lupone Greater New York City Area Details
Elena Lupone's Barnum Financial Group Experience June 2006 - November 2007
Job Financial Assistant Yale University and Clinical Care Associate Uncertified at Midstate Medical Center
Industry Financial Services
Experience
Midstate Medical Center  June 2012 - Present
Yale School of Medicine  February 2010 - Present
Yale  March 2009 - November 2010
Yale  November 2007 - February 2009
Barnum Financial Group   June 2006 - November 2007
MetLife  January 2006 - November 2007
H&R Block  January 2004 - April 2004

Skills
Account Reconciliation, Accounting, Analysis, Budgets, Financial Analysis, Strategic Financial..., Management, General Ledger, Financial Planning, Leadership, Microsoft Office

Education
Gateway Community College   2011 — 2014
Associate of Science (A.S.), Registered Nursing/Registered Nurse

Eastern Connecticut State University   2002 — 2006
Business Administration; Finance

Mercy High School Diploma of Graduation

Jordana Bell Jordana Bell Greater New York City Area Details
Jordana Bell's Barnum Financial Group Experience 2015 - 2015
Job Owner & Director at World Fitness Studio
Industry Health, Wellness and Fitness
Experience
World Fitness Studio   May 2010 - Present
Zumba Fitness LLC  July 2010 - Present
Zumba with Jordana/ World Fitness & Wellness, Inc   July 2008 - Present
Barnum Financial Group   2015 - 2015
Barnum Financial Group   2015 - 2015
Barnum Financial Group   2015 - 2015
The Edge  August 2008 - July 2010
ASAP, Inc  2008 - 2008
State Street Bank  July 2007 - August 2007
Daversa Partners  2007 - 2007

Skills
Start-ups, Social Networking, Social Media Marketing, Coaching, Entrepreneurship, Microsoft Excel, Event Management, PowerPoint, Marketing Communications, Strategy, Online Marketing, Email Marketing, Microsoft Word

Education
Sacred Heart University   2006 — 2008
MBA, Business Management

Sacred Heart University   2002 — 2006
BA, Criminal Justice and Sociology

Nick Mesite Nick Mesite Hartford, Connecticut Area Details
Nick Mesite's Barnum Financial Group Experience June 2010 - December 2010
Job Senior Finance Manager at ESPN
Industry Management Consulting
Experience
ESPN  August 2013 - Present
ESPN  April 2012 - August 2013
ESPN  December 2010 - April 2012
Barnum Financial Group   June 2010 - December 2010
The Boston Consulting Group  October 2007 - July 2010
Teradyne  June 2004 - October 2007

Skills
Financial Analysis, Financial Reporting, Finance, Financial Modeling, Strategic Financial..., Corporate Finance, Forecasting, Sarbanes-Oxley Act, Strategic Planning, Management, Analysis, Hyperion Enterprise, Managerial Finance, Mergers

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2006 — 2008
MBA

Bentley University   2000 — 2004
BS, Economics-Finance

James Grace, LUTCF James Grace, LUTCF Providence, Rhode Island Area Details
James Grace, LUTCF's Barnum Financial Group Experience January 2010 - Present
Job Investment Advisor Representative at Barnum Financial Group
Industry Financial Services
Experience
Barnum Financial Group   January 2010 - Present
MetLife  2009 - 2012

Education
Bryant University   1999 — 2003

Tab Mak Tab Mak Greater New York City Area Details
Tab Mak's Barnum Financial Group Experience February 2012 - July 2015
Job Financial Advisor, Financial Services Representative, at LPL Financial LLC.
Industry Financial Services
Experience
LPL Financial  August 2015 - Present
Barnum Financial Group   February 2012 - July 2015
AXA Advisors  June 2004 - February 2012
Thomson Financial, formerly Primark Corp.   January 1997 - March 2003
Thomson Financial  1996 - 2001
Disclosure Inc.  1996 - 1999

Skills
Investments, Insurance, Financial Strategies, Estate Conservation..., Retirement Funding...

Education
Baruch College   1989 — 1993
MBA, Finance & Investments

University at Buffalo   1975 — 1980
B.A., School of Management

Sean McGowan Sean McGowan New Haven, Connecticut Details
Sean McGowan's Barnum Financial Group Experience June 2010 - August 2010
Job Commercial Banking at Citi
Industry Financial Services
Experience
Citi  July 2011 - Present
Barnum Financial Group   June 2010 - August 2010
Merrill Lynch  January 2010 - May 2010
Sauvigne & Co., LLP   2009 - 2009

Skills
Wealth Management, Credit Analysis, Auditing, Financial Services, Investments, Financial Analysis, Commercial Banking, Financial Modeling, Finance

Education
The University of Connecticut School of Business   2007 — 2011
Bachelor of Science, Finance

Ansonia High School   2003 — 2007

Sarah Morris Gerhard Sarah Morris Gerhard Greater New York City Area Details
Sarah Morris Gerhard's Barnum Financial Group Experience 2004 - 2007
Job Realtor
Industry Real Estate
Experience
William Raveis Real Estate  March 2010 - Present
Higgins Group Vanderblue Team   2007 - July 2010
The Higgins Group  April 2007 - March 2010
Barnum Financial Group   2004 - 2007

Education
Sacred Heart University   2002 — 2006

Michael Gast Michael Gast Greenwich, Connecticut Details
Michael Gast's Barnum Financial Group Experience June 2011 - August 2011
Job Sales Support / Brokerage Operations at Interactive Brokers
Industry Financial Services
Experience
Interactive Brokers LLC  November 2013 - Present
Interactive Brokers LLC  February 2012 - November 2013
Barnum Financial Group   June 2011 - August 2011

Education
Quinnipiac University Graduate School of Business   2010 — 2011
MBA, Finance

Quinnipiac University - School of Business   2006 — 2010
Bachelors, Finance

Dan Ortoli Dan Ortoli Greater New York City Area Details
Dan Ortoli's Barnum Financial Group Experience August 1989 - Present
Job Financial Services Representative, Financial Advisor at Barnum Financial Group, an office of MetLife
Industry Financial Services
Experience
Barnum Financial Group   August 1989 - Present

Skills
Retirement Planning, Mutual Funds, Investments, Wealth Management, Retirement, Life Insurance, Investment Advisory, Investment Strategies, Disability Insurance, Portfolio Management, Estate Conservation..., Asset Allocation...

Education
Southern Connecticut State University
BS, Marketing

John Foreman, MBA, CIMA® John Foreman, MBA, CIMA® Greater New York City Area Details
John Foreman, MBA, CIMA®'s Barnum Financial Group Experience January 2011 - Present
Job Investment Specialist at Barnum Financial Group, an Office of MetLife
Industry Financial Services
Experience
Barnum Financial Group   January 2011 - Present
Totem Pole Ski Shop   February 2008 - December 2010
Windward Petroleum  May 2009 - July 2009
Smith Barney  October 2005 - February 2008
Smith Barney  January 2004 - September 2005
Citigroup  August 1999 - July 2002

Skills
Investments, Financial Services, Portfolio Management, Fixed Income, Mutual Funds, Asset Management, Securities, Finance, Analysis, Capital Markets, Investment Strategies, Equities, Leadership, Management, Market Research

Education
University of New Hampshire -- Peter T. Paul College of Business and Economics   2008 — 2009
MBA, Entrepreneurship & International Management

Hartwick College   1995 — 1999
BA, Economics

American University-Washington Semester   1998 — 1998
International Business & Trade

Elefteria Kastanaras Elefteria Kastanaras Greater New York City Area Details
Elefteria Kastanaras's Barnum Financial Group Experience July 2013 - August 2013
Job Contract Administrator at Sikorsky Aircraft
Industry Financial Services
Experience
Sikorsky Aircraft  August 2014 - Present
Barnum Financial Group   July 2013 - August 2013
UBS Wealth Management  June 2012 - August 2012

Skills
Microsoft Office, FactSet, SAP, Financial Modeling, Access, Finance, Microsoft Excel, PowerPoint, Microsoft Word, Public Relations, Photoshop, Teamwork, Time Management, Corporate Finance, Portfolio Management

Education
Bryant University   2010 — 2014
Bachelor of Science (BS), Finance, Global Supply Chain Management

Stephen Temple Stephen Temple New York, New York Details
Stephen Temple's Barnum Financial Group Experience June 2011 - August 2011
Job Account Executive at Operative
Industry Online Media
Experience
Operative  October 2015 - Present
Operative  July 2014 - Present
ION Media Networks  February 2013 - June 2014
FABRIQUE Ltd.  October 2012 - February 2013
Barnum Financial Group   June 2011 - August 2011
Yale School of Management  June 2005 - August 2008

Skills
Recruiting, Social Media, Sales, Social Networking, Public Speaking, Microsoft Office, Microsoft Excel, Advertising, PowerPoint, Critical Thinking, Social Media Marketing, Microsoft Word, Market Research, Marketing Communications, Allocations, Media, Advertising Sales, Digital Media, Online Advertising, Mobile Advertising, Enterprise Software, Digital Strategy, Digital Video, Online Publishing, Ad Tech, Advertising Operations

Education
The University of Connecticut   2008 — 2012
Bachelor's degree, Communications

Kimberly Doyle Zaharias Kimberly Doyle Zaharias Providence, Rhode Island Area Details
Kimberly Doyle Zaharias's Barnum Financial Group Experience January 2012 - Present
Job Personal Marketing Assistant at Barnum Financial Group
Industry Public Relations and Communications
Experience
Barnum Financial Group   January 2012 - Present
Kimberly Ellen & Company   May 2009 - August 2012
Kimberly Ellen & Company   2009 - August 2012
CWR & Partners, LLP   March 2007 - March 2009
FELC PTO   2006 - 2009

Skills
Press Releases, Public Relations, Newsletters, Social Media, Marketing, Editing, Fundraising, Leadership, Community Outreach, Management, Time Management, Market Research, Photography, PowerPoint, Customer Service

Education
The Gibbs School   1995 — 1997
Paralegal

Dean College   1990 — 1992
Business

Framingham State University   1988 — 1990
Communications

Alison S. Perrin, CFP® Alison S. Perrin, CFP® Middlefield, Connecticut Details
Alison S. Perrin, CFP®'s Barnum Financial Group Experience November 2006 - March 2013
Job Investment Advisor Representative, Financial Planner, Financial Services Representative
Industry Financial Services
Experience
Perrin Financial Svc   May 2015 - Present
New England Financial, A MetLife Company  October 2013 - May 2015
Prudential Financial  2015 - 2015
Perrin Financial Svc   August 2013 - October 2013
Himmelstein Financial   March 2013 - August 2013
Barnum Financial Group   November 2006 - March 2013
Mercury Wealth Management   August 2003 - October 2006
Burke, Esposito & Associates   December 2001 - July 2003

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Fixed Annuities, Disability Insurance, Financial Services, Investments, Long Term Care Insurance, Securities, Investment Strategies, Income Protection, Risk Management, Finance, Life Insurance, College Savings Plans, Investment Management, Risk Assessment, Income for Life, Licensed Life Insurance..., Tax Efficiency, Insurance, Retirement, Mutual Funds, Series 7, Financial Advisory, Estate Planning, Asset Allocation, Investment Advisory, 401k, Series 63, IRAs, Certified Financial..., Portfolio Management

Education
University of Michigan   1984 — 1985
Education

Mount Holyoke College   1980 — 1984
Bachelor of Arts (BA), Mathematics

Eric Powers Eric Powers Wethersfield, Connecticut Details
Eric Powers's Barnum Financial Group Experience 2008 - 2012
Job Wealth Advisor/Financial Planner at LPL Financial
Industry Financial Services
Experience
LPL Financial  2012 - Present
Barnum Financial Group   2008 - 2012
Bank of America  2004 - 2008

Education
Northern Arizona University
Bachelor of Science (BS), Advertising

American College
Highlights of Professional Training

ELHS

ELHS

ELHS

ELHS

Christopher Gatty Christopher Gatty Greater New York City Area Details
Christopher Gatty's Barnum Financial Group Experience June 2008 - February 2015
Job Financial Advisor at Reby Advisors
Industry Financial Services
Experience
Barnum Financial Group   June 2008 - February 2015
Reby Advisors   2015 - 2015

Education
University of Notre Dame   1971 — 1975
BA, Economics

Friends Academy

Friends Academy

Michelle Giammarino Michelle Giammarino Charlotte, North Carolina Area Details
Michelle Giammarino's Barnum Financial Group Experience May 2004 - September 2004
Job Senior Manager Customer Development at Hanesbrands Inc.
Industry Consumer Goods
Experience
Hanesbrands Inc.  February 2013 - Present
Bickel's Snack Foods Inc   January 2012 - February 2013
Hanover Foods Corporation  April 2011 - January 2012
Daymon Worldwide, Inc.   March 2009 - April 2011
Daymon Worldwide, Inc.   December 2008 - March 2009
Daymon Worldwide, Inc.   January 2007 - December 2008
Daymon Worldwide, Inc.   April 2006 - January 2007
Daymon Worldwide Design   April 2005 - April 2006
Barnum Financial Group   May 2004 - September 2004

Skills
Consumer Products, CRM, Private Label, Shopper Marketing, Grocery, P&L Management, Customer Insight, Retail, Product Development, Sales, Forecasting, Key Account Development, Merchandising, Brand Management, Food, Strategic Planning, Retail Category..., Cross-functional Team..., Nielsen, Sales Management, P&L

Education
Second City Training Center   2009 — 2010
Improvisation

Sacred Heart University   2001 — 2004
BA, Finance, International Business

University of North Carolina at Charlotte   1999 — 2001

Aarti Khosla Aarti Khosla Greater New York City Area Details
Aarti Khosla's Barnum Financial Group Experience January 2010 - December 2011
Job Artisan Chocolatier & Owner
Industry Food Production
Experience
Le Rouge-Handmade Chocolates by Aarti   December 2012 - Present
Barnum Financial Group   January 2010 - December 2011
Aria Imports, LLC   June 2000 - December 2008
A's international   August 1991 - November 1994
JCPenney Purchasing Corporation   August 1989 - July 1991

Skills
Financial Analysis, Insurance, Investments, Strategic Financial..., Financial Services, Mutual Funds, Risk Management, Wealth Management, Strategic Planning, Banking, Retirement Planning, Fixed Annuities, Sales, Finance, Business Strategy, Portfolio Management, Business Planning, Management, Strategy

Education
The University of Connecticut   2002 — 2003
BGS, Corporate and Organizational Studies

Loyola University Chicago   1995 — 1997
Business

Hamline University   1995 — 1995
Business

Indian Institute of Foreign Trade   1989 — 1990
Export Marketing

Delhi University   1983 — 1986
B.A (Honors), Economics

Olga Karayanidi Olga Karayanidi New Haven, Connecticut Details
Olga Karayanidi's Barnum Financial Group Experience June 2011 - August 2011
Job Social media gal focused on creating positive customer experiences
Industry Marketing and Advertising
Experience
Knights of Columbus Insurance  January 2015 - Present
Abercrombie & Fitch  June 2013 - October 2014
NEAG Collaborative Technology Center   September 2011 - May 2013
Ann Taylor LOFT  May 2011 - February 2013
Pavé Life  May 2012 - August 2012
Barnum Financial Group   June 2011 - August 2011

Skills
Social Media Marketing, Social Media, Marketing, Blogging, PowerPoint, Sales, Customer Service, Social Networking, Marketing Strategy, Marketing Research, Advertising, Online Marketing, Retail, Recruiting, Training

Education
Albertus Magnus College   2015 — 2016
Master of Business Administration (M.B.A.)

The University of Connecticut   2009 — 2013
Bachelor of Science in Business, Marketing

Dwight A. Wildman Dwight A. Wildman Milford, Connecticut Details
Dwight A. Wildman's Barnum Financial Group Experience March 2008 - June 2009
Job Vice President Private Client Advisor
Industry Financial Services
Experience
JPMorgan Chase Bank, NA  August 2015 - Present
Webster Investment Services  July 2009 - May 2015
Barnum Financial Group   March 2008 - June 2009
Olympia Asset Management, Ltd.   December 2006 - September 2007
Coca-Cola Enterprises  June 2005 - December 2006

Education
Eastern Connecticut State University   2000 — 2005
Bachelor, Psychology

Andrew Stipicevic Andrew Stipicevic Hartford, Connecticut Area Details
Andrew Stipicevic's Barnum Financial Group Experience January 2015 - Present
Job Financial Services Representative at Barnum Financial Group
Industry Financial Services
Experience
Barnum Financial Group   January 2015 - Present
University of Connecticut - Dining Services  August 2013 - September 2014
Big Fish Promotions  May 2014 - August 2014
PepsiCo  May 2014 - August 2014
University of Connecticut - Dining Services  February 2013 - August 2013
Hilton Garden Inn  May 2012 - August 2012
Pinnochio Pizza   January 2011 - May 2011

Skills
Time Management, Customer Service, Teamwork, PowerPoint, Leadership, Team Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Satisfaction, Social Networking, Training, Spanish, Social Media, Food Safety, Food, Event Planning, Marketing, Public Speaking, Event Management, Sales, Computers, Organization, Social Skills, Team Building, Food Service, EHS, Management, Communication

Education
The University of Connecticut   2011 — 2015
Bachelor's Degree, Economics

James Foti James Foti Miami/Fort Lauderdale Area Details
James Foti's Barnum Financial Group Experience March 2009 - November 2011
Job AVP, Commercial Banking at Bank Leumi USA
Industry Banking
Experience
Bank Leumi USA  May 2013 - Present
The Bank of Southern Connecticut  November 2011 - May 2013
Barnum Financial Group   March 2009 - November 2011
The Bank of Southern Connecticut  June 2006 - August 2008

Skills
Financial Statement..., Real Estate Financing, Credit Risk, Financial Modeling, Credit Analysis, Banking, Commercial Lending, Teamwork, Credit, Commercial Banking, Asset Based Lending, Business Development, Relationship Management, Financial Services, Portfolio Management, Risk Management, Financial Analysis, Investments, Loans, Finance

Education
SUNY Albany   2005 — 2008
Bachelor of Science (BS), Economics

Graduate School of Banking at LSU   2014 — 2016

Larissa Sokoloff Larissa Sokoloff Greater New York City Area Details
Larissa Sokoloff's Barnum Financial Group Experience 2012 - 2012
Job Investment Banking
Industry Investment Banking
Experience
Barnum Financial Group   2012 - 2012
Grandwood Capital LLC   June 2009 - December 2009
PSW-NY   June 2008 - September 2008
Toys R Us  2007 - 2007
Ameristate Bancorp Inc.   2002 - 2006
Self-Employed  1992 - 2002

Skills
Financial Analysis, Private Equity, Equity Research, Financial Forecasting, Valuation, Strategy, Mergers & Acquisitions, Research, Financial Modeling, Finance, Start-ups, Investments

Education
Harvard University
AB magna cum laude

William E. Simon School of Business
Master of Business Administration (M.B.A.), Finance

The Johns Hopkins University
Master's Degree

Liszt Ferenc Zenemûvészeti Egyetem
Budapest, Hungary

The Juilliard School
Pre-College Division

Jillian Myslenski Jillian Myslenski Hartford, Connecticut Area Details
Jillian Myslenski's Barnum Financial Group Experience October 2011 - May 2012
Job Associate Broker at RT Specialty
Industry Insurance
Experience
RT Specialty  June 2014 - Present
IFG Companies  September 2012 - June 2014
Barnum Financial Group   October 2011 - May 2012
XL Insurance  June 2011 - August 2011
Cardio Express  September 2008 - January 2011

Skills
Customer Service, Insurance, PowerPoint, Underwriting, Sales, Liability, Product Liability, Legal Liability, Excess & Surplus Lines

Education
Central Connecticut State University   2008 — 2012
Bachelor of Science, International Business & Finance

University of Central Lancashire   2011 — 2011
Study Abroad Program

Andrea Millard Andrea Millard Shelton, Connecticut Details
Andrea Millard's Barnum Financial Group Experience December 2013 - Present
Job Client Service Center Manager at Barnum Financial Group
Industry Financial Services
Experience
Barnum Financial Group   December 2013 - Present
Barnum Financial Group   August 2012 - November 2013
Barnum Financial Group   February 2011 - August 2012
Lotus Fitness   September 2010 - January 2011

Skills
Management, Analysis, Financial Analysis, Finance, Banking, Accounting, Microsoft Excel, Financial Services, Risk Management, Investments, Transition Management

Education
Housatonic Community College   2003 — 2006
Associate's degree, Business Administration and Management, General

Derby High schoool

Matthew Denstedt Matthew Denstedt Greater Philadelphia Area Details
Matthew Denstedt's Barnum Financial Group Experience June 2013 - July 2013
Job Account Manager at Insight Global
Industry Staffing and Recruiting
Experience
Insight Global  May 2014 - Present
Barnum Financial Group   June 2013 - July 2013
New York Post  June 2012 - August 2012
Centre Daily Times  January 2012 - April 2012
The Daily Collegian  September 2010 - May 2011

Skills
Journalism, Communication, Business, Marketing, Social Media, Facebook, Twitter, Blogging, Sports, Leadership

Education
Penn State University   2010 — 2014
Bachelor of Arts (BA), Print Journalism

Daniela Aponte Daniela Aponte Shelton, Connecticut Details
Daniela Aponte's Barnum Financial Group Experience 2004 - Present
Job Sr. Financial Planning Consultant at Barnum Financial Group, an office of MetLife
Industry Financial Services
Experience
Barnum Financial Group   2004 - Present

Education
Southern Connecticut State University
Bachelor, Accounting

Nicholas Vamvakas Nicholas Vamvakas East Haven, Connecticut Details
Nicholas Vamvakas's Barnum Financial Group Experience January 2015 - Present
Job Annuity wholesaler at Barnum Financial Group
Industry Financial Services
Experience
Barnum Financial Group   January 2015 - Present
Barnum Financial Group   June 2014 - January 2015
Barnum Financial Group an Office Of Metlife  February 2012 - June 2014

Skills
Series 7, Series 11, Bilingual English-Greek, Work in A Fast Paced..., Microsoft Word, Mutual Funds, Sales, Finance, Microsoft Office, Microsoft Excel, Insurance, Management, Customer Service, Business Analysis, Investments, Securities, Outlook

Education
Southern Connecticut State University   2006 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General

Wade Colli Wade Colli Providence, Rhode Island Area Details
Wade Colli's Barnum Financial Group Experience 2011 - 2011
Job Special Hazards Manager at Encore Fire Protection
Industry Construction
Experience
Encore Fire Protection   September 2012 - Present
Barnum Financial Group   2011 - 2011
Waddell & Reed  2009 - 2011

Skills
Risk Management, Financial Analysis, Financial Modeling, Strategic Financial..., Direct Sales, Microsoft Excel, Project Management, Customer Service, Accounting, Contract Negotiation, Budgets, Leadership, Marketing, Process Improvement, Sales

Education
Bentley University
Bachelors, Finance

Suffield Academy

Robert Held Robert Held Trumbull, Connecticut Details
Robert Held's Barnum Financial Group Experience June 2011 - July 2013
Job Staff Accountant at EY
Industry Accounting
Experience
EY  July 2015 - Present
AptarGroup, Inc.   May 2014 - August 2014
Barnum Financial Group   June 2011 - July 2013
Town of Trumbull, CT  June 2010 - August 2010

Skills
Account Reconciliation, Analytics, Microsoft office, Communication, Social Networking, Managerial Accounting, Financial Accounting, Databases, Accounting, Microsoft Office, Management Accounting, Analysis

Education
University of Connecticut   2013 — 2014
Bachelor's Degree, Accounting

Southern Connecticut State University   2010 — 2012
Accounting

Christopher Giroux Christopher Giroux Greater New York City Area Details
Christopher Giroux's Barnum Financial Group Experience December 2009 - October 2010
Job Credit Analyst at Waypoint Leasing
Industry Financial Services
Experience
Waypoint Leasing (Ireland) Limited   July 2015 - Present
GE Capital  May 2013 - July 2015
GE Capital  September 2010 - May 2013
Barnum Financial Group   December 2009 - October 2010
USI Consulting Group  August 2009 - December 2009
Cruice Financial Organization   May 2008 - May 2009

Skills
Collateral Analysis, Asset Based Lending, Commercial Finance, Portfolio Management, Analysis, Financial Analysis, Investments, Risk Management, Commercial Lending

Education
Fairfield University   2005 — 2009
Bachelor of Science, Finance

Florence University of the Arts   2008 — 2008

Anna Alfone Anna Alfone Greater New York City Area Details
Anna Alfone's Barnum Financial Group Experience 2009 - 2009
Job Pantman Inc.
Industry Apparel & Fashion
Experience
Pantman Inc   August 2015 - Present
Calvin Klein  January 2014 - August 2015
Aeropostale  September 2011 - December 2013
Kenneth Cole Productions  June 2010 - September 2011
Donna Karan  February 2010 - June 2010
Zac Posen  January 2009 - September 2009
Barnum Financial Group   2009 - 2009
alice + olivia  2008 - 2008

Skills
Apparel, Fashion, Sportswear, Merchandising, Trend Analysis, Trend, Visual Merchandising, Styling, Global Sourcing, Trend Forecasting, Retail, Fashion Buying, Merchandise Planning, Textiles, Assortment, JDA, Denim

Education
Fashion Institute of Technology   2006 — 2010
BS, Fashion Merchandising Management

Fashion Institute of Technology
Bachelor of Applied Science (B.A.Sc.)

Jason Hand Jason Hand West Hartford, Connecticut Details
Jason Hand's Barnum Financial Group Experience February 2006 - December 2012
Job Financial Advisor at Retirement Visions LLC
Industry Financial Services
Experience
Retirement Visions LLC   February 2013 - Present
Barnum Financial Group   February 2006 - December 2012
UBS  September 2002 - May 2005

Education
Springfield College   2001 — 2005
Bachelor of Science -- Business Management, Minor in Economics

Morgan

JamieLee Kiley JamieLee Kiley Glens Falls, New York Area Details
JamieLee Kiley's Barnum Financial Group Experience February 2008 - July 2008
Job Executive Assistant at Northlands Job Corps
Industry Individual & Family Services
Experience
Northlands Job Corps  July 2010 - Present
Barnum Financial Group   February 2008 - July 2008
The Home Depot  October 2006 - January 2008
Covidien  May 2003 - September 2006
West Haven & New Haven Police Departments   February 2005 - July 2005

Education
College of St. Joseph   2008 — 2010
Master of Science, Psychology

University of New Haven   2002 — 2006
Bachelor of Science, Criminal Justice

Scott Panza Scott Panza Greater New York City Area Details
Scott Panza's Barnum Financial Group Experience September 2009 - Present
Job Financial Services Representative and Investment Advisor Representative at Barnum Financial Group an Office of MetLife
Industry Financial Services
Experience
Barnum Financial Group   September 2009 - Present

Skills
Securities, Investments, Insurance, Financial Services, Series 7, Mutual Funds, Retirement Planning, Series 63, Asset Allocation, Wealth Management, Fixed Annuities, Portfolio Management, Series 6, 401k, Asset Management, Fixed Income, Investment Advisory...

Education
Sacred Heart University   2005 — 2009
Bachelor of Arts (B.A.), Finance, Economics

Sacred Heart University

Amanda Cooley Amanda Cooley Greater New York City Area Details
Amanda Cooley's Barnum Financial Group Experience May 2013 - Present
Job Director of Internal Sales at Barnum Financial Group
Industry Financial Services
Experience
Barnum Financial Group   May 2013 - Present
Virgin Atlantic Airways  January 2008 - May 2012
Nestle Waters North America  February 2005 - January 2008
Marketing Corporation of America  2001 - 2004

Skills
Airlines, Marketing Strategy, Marketing Communications, Online Marketing, Business Strategy, Promotions, Direct Marketing, Digital Marketing, Email Marketing, Strategic Planning, Budgeting, CRM, Relationship Marketing

Education
The Johns Hopkins University   1992 — 1996
Bachelor of Arts (B.A.), Political Science

Jesse Fahy Jesse Fahy Greater New York City Area Details
Jesse Fahy's Barnum Financial Group Experience June 2011 - August 2011
Job Managing Analyst Hedge Funds at Preqin
Industry Financial Services
Experience
Preqin  December 2014 - Present
Preqin  July 2014 - November 2014
Preqin  May 2013 - June 2014
Kensington Vanguard   August 2012 - February 2013
The Richman Group  February 2012 - May 2012
Barnum Financial Group   June 2011 - August 2011

Skills
PowerPoint, Microsoft Office, Problem Solving, Financial Analysis, Microsoft Excel, Microsoft Word, Cold Calling, Market Research, Bloomberg Terminal, Morningstar, Budgets, Portfolio Management, Marketing, Asset Management, Financial Modeling, Data Analysis, Bloomberg, Hedge Funds

Education
Fairfield University   2008 — 2012
Bachelor, Finance

Poly Prep CDS   2001 — 2008

Anthony Naraine Anthony Naraine Greater New York City Area Details
Anthony Naraine's Barnum Financial Group Experience June 2012 - July 2012
Job Operations Manager at The Law Office of Joseph A. Romano
Industry Legal Services
Experience
The Law Office of Joseph A. Romano   June 2014 - Present
Kari-Out Co.   February 2013 - May 2014
Barnum Financial Group   June 2012 - July 2012
Champion Realty  June 2011 - June 2012
Franklin Hamilton Investment Bank M&A   February 2011 - April 2011
James J. Peters Veterans Affairs Medical Center  June 2010 - August 2010
Mecca Mortgage Financial Services   June 2009 - August 2009

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, HTML, Java, Public Speaking, Teamwork, Windows, English, WordPress, Finance

Education
Iona College   2012 — 2013
Master's degree, Business Continuity and Risk Management

Iona College   2008 — 2012
Bachelor's degree, Finance, General

Alexander Sarnoff Alexander Sarnoff Pound Ridge, New York Details
Alexander Sarnoff's Barnum Financial Group Experience June 2013 - August 2013
Job Investment Banking Analyst at Nomura Securities
Industry Banking
Experience
Nomura Securities  July 2015 - Present
Société Générale   June 2014 - August 2014
Barnum Financial Group   June 2013 - August 2013
Smart Energy Capital  July 2012 - August 2012
AMC Networks  May 2012 - July 2012

Skills
Social Media Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling

Education
Cornell University   2011 — 2015
Bachelor of Science (B.S.), Applied Economics and Management

Fox Lane High School   2007 — 2011
High School Diploma

Jackie McElligott Jackie McElligott Charleston, South Carolina Area Details
Jackie McElligott's Barnum Financial Group Experience August 2011 - September 2011
Job Petty Officer Third Class, USCG
Industry Military
Experience
U.S. Coast Guard   March 2013 - Present
Target  November 2011 - June 2013
Barnum Financial Group   August 2011 - September 2011
Global Gifts  July 2010 - May 2011
Norwich University Academic Achievement Center   October 2008 - May 2011
Pinewild Country Club   June 2009 - August 2009

Skills
Editing, Customer Service, Creative Writing, Blogging, Research, Project Management, Advertising, Spanish, Networking, Web Design, Graphic Design, Microsoft Office

Education
Norwich University   2007 — 2011
2011 Bachelor of Arts, English Major/Spanish Minor

Pinecrest High School   2004 — 2007
Diploma

Brandon Sievers Brandon Sievers New York, New York Details
Brandon Sievers's Barnum Financial Group Experience February 2015 - Present
Job Wealth Management
Industry Investment Management
Experience
Barnum Financial Group   February 2015 - Present
ICAP  April 2014 - February 2015
Future Business Leaders of America (FBLA)   December 2013 - April 2014
United States Senate  August 2013 - 2014
University of Rhode Island  September 2012 - July 2013
Habitat for Humanity International  January 2013 - June 2013
Lambda Chi Alpha Fraternity, Inc.   December 2012 - June 2013
The Misquamicut Club  June 2011 - 2011
Lathrop Insurance   February 2010 - August 2010

Skills
Public Relations, Leadership, Research, Market Analysis, International Business, Professional..., Spanish, Marketing Communications, Customer Service, Marketing, Microsoft Certified...

Education
University of Rhode Island   2012 — 2015
Bachelor, Global Business Management

Stonehill College   2010 — 2011
International Business, Freshman

University of Rhode Island
Bachelors, International Business/ Global Finance; Spanish

Michelle Tomei Michelle Tomei Greater New York City Area Details
Michelle Tomei's Barnum Financial Group Experience February 2008 - Present
Job Recruiting Coordinator at Barnum Financial Group
Industry Human Resources
Experience
Barnum Financial Group   February 2008 - Present
Bayer Healthcare  April 2006 - January 2008

Education
University of New Haven   2007 — 2009
Master of Science (M.S.), Labor and Industrial Relations

Keene State College   1999 — 2003

Susana Vidan Susana Vidan Greater New York City Area Details
Susana Vidan's Barnum Financial Group Experience January 2007 - 2010
Job Stock Broker at Scottrade
Industry Financial Services
Experience
Scottrade  May 2011 - Present
Barnum Financial Group   January 2007 - 2010
American Diagnostica Inc.   2004 - 2007
Yale Univeristy  2000 - 2004
Yale University  1996 - 2004

Skills
Series 7

Education
Yale University   1996 — 2004
Post Doctoral Tranining

Columbia University in the City of New York   1987 — 1996
PhD, Molecular Biology

University of Florida   1981 — 1984

Carlton Anderson II Carlton Anderson II Greater New York City Area Details
Carlton Anderson II's Barnum Financial Group Experience May 2009 - Present
Job Financial Services Representative at Barnum Financial Group an office of MetLife
Industry Financial Services
Experience
Barnum Financial Group   May 2009 - Present
Northwestern Mutual  August 2004 - May 2009
Charles Schwab  August 2002 - August 2004
Goldman Sachs  October 2000 - August 2002
Spear Leads and Kellogg   August 1998 - October 2000
Lehman Brothers  December 1993 - August 1998

Skills
Greenwich Buisiness Club, Sailing, Series 7, Series 63, Mutual Funds, Investments, Wealth Management, Alternative Investments, Asset Allocation, Retirement Planning, Fixed Annuities, Investment Advisory, Securities, Life Insurance, Business Network...

Education
University of New Hampshire   1989 — 1993
Bachelor of Arts, Political Science

Cold Spring Harbor High School   1985 — 1988
High School, High School

Steve McGuirk Steve McGuirk Greater New York City Area Details
Steve McGuirk's Barnum Financial Group Experience November 2002 - Present
Job Financial Planner and Financial Services Representative at Barnum Financial Group an Office of MetLife
Industry Financial Services
Experience
Barnum Financial Group   November 2002 - Present
Dynamic Judo   January 1978 - January 1998
Education  September 1978 - June 1986

Skills
Business Planning, Estate Planning, Personal Financial..., Life Insurance, Mutual Funds, Disability Insurance, Health Insurance, Fixed Annuities, Variable Annuities, Long Term Care Insurance, Asset Management, Investments, Tax, Retirement, Small Business, Portfolio Management, Finance, Securities, Refinance, Investment Advisory, Retirement Planning, Strategic Financial..., Financial Services, Financial Planning

Education
Southern Connecticut State University   1972 — 1978
B.A.,M.S., LITERATURE and EDUCATION

Steve McGuirk Steve McGuirk Greater New York City Area Details
Steve McGuirk's Barnum Financial Group Experience April 1986 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
Barnum Financial Group   April 1986 - Present

Education
Southern Connecticut State University

Nathan Thomsen, CFP® Nathan Thomsen, CFP® Greater New York City Area Details
Nathan Thomsen, CFP®'s Barnum Financial Group Experience 2005 - 2007
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  October 2015 - Present
Fidelity Investments  March 2013 - Present
Gartner  January 2012 - July 2012
Sagemark Consulting  September 2007 - January 2012
Barnum Financial Group   2005 - 2007
Morgan Stanley  2003 - 2005

Education
The University of Connecticut   1999 — 2003
Business Administration, Marketing

Xavier High School

Tonny Navarro Tonny Navarro Cos Cob, Connecticut Details
Tonny Navarro's Barnum Financial Group Experience March 2009 - June 2010
Job Analyst at Portfolio Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Portfolio Advisors, LLC  June 2015 - Present
Merrill Lynch Bank of America  September 2010 - June 2015
Barnum Financial Group   March 2009 - June 2010
Pro-line Mechanical Contractors   February 2007 - February 2009
Assumption College  June 2005 - January 2007
William Raveis  June 2003 - May 2005

Skills
Portfolio Management, Valuation, Financial Modeling, Finance, Financial Analysis, Investments, Equities, Private Equity, Fixed Income, Corporate Finance, Mutual Funds, Analysis, Risk Management

Education
The University of Connecticut   2011 — 2014
MBA, Finance

Sacred Heart University
B.S, Finance

Adam Mileikowsky Adam Mileikowsky Greater New York City Area Details
Adam Mileikowsky's Barnum Financial Group Experience May 2005 - August 2005
Job Trade Finance Associate at Nitron International Corporation
Industry Financial Services
Experience
Nitron International Corporation   September 2011 - Present
Glencore  April 2010 - September 2011
Markit  July 2008 - April 2010
Metal Processing Inc.   May 2001 - January 2008
3v capital management   June 2006 - August 2006
Barnum Financial Group   May 2005 - August 2005

Skills
Accounts Payable, Journal Entries, Year End Close, Intercompany, Treasury Functions, Accounts Receivable, General Ledger, Account Reconciliation, Customer Relations, Customer Service, Cash Handling, Telephone Skills, Spreadsheets, Excel, Word, Outlook, OneNote, Morningstar, Bloomberg, Reuters, PowerPoint, Lotus Notes, SQL, Salesforce.com, Trade Services, Correspondent Banking, Money Transfer, Bill Payment, Invoice Processing, General Ledger..., Invoice Discounting, Oil/Gas, Cash Flow, Microsoft Word, Treasury, Microsoft Excel, Trading

Education
Quinnipiac University - School of Business   2004 — 2008
Bachelor of Science, Finance, History

Saint Johns School

San Juan

Jared Paul, CFP®, CIMA® Jared Paul, CFP®, CIMA® Greater New York City Area Details
Jared Paul, CFP®, CIMA®'s Barnum Financial Group Experience 2008 - August 2009
Job Regional Vice President at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US  August 2012 - Present
Columbia Threadneedle Investments, US  May 2010 - August 2012
Columbia Threadneedle Investments, US  September 2009 - April 2010
Barnum Financial Group   2008 - August 2009
John Hancock  2007 - 2007
Gillette  2006 - 2007
Harvard University  2004 - 2004

Skills
Mutual Funds, Certified Financial..., Strategy, Series 7, Series 63, Sales, Investments, Alternative Investments, Asset Allocation, 401k, Securities, Salesforce.com, Asset Management, Finance, Financial Services, Wealth Management, Investment Strategies, Portfolio Management, Equities, Fixed Income, Financial Analysis, Retirement Planning, Management, Marketing, Investment Management, Retirement, Leadership, Financial Planning, Public Speaking, Relationship Management, Microsoft Excel, Microsoft Office, Due Diligence, Investment Advisory, Series 6, Certified Investment...

Education
Northeastern University   2002 — 2008
Bachelors, Management/Marketing

Kyle Nye Kyle Nye Greater New York City Area Details
Kyle Nye's Barnum Financial Group Experience March 2004 - January 2009
Job Financial Advisor, CUSO Financial Services, L.P. at Scient Federal Credit Union
Industry Financial Services
Experience
Scient Federal Credit Union  December 2014 - Present
First Niagara Bank  November 2013 - November 2014
Prudential Annuities  October 2010 - November 2013
Morgan Stanley Smith Barney  September 2009 - November 2010
Barnum Financial Group   March 2004 - January 2009
New York Life Insurance Company  2009 - 2009
Dunbar Armored  October 2002 - October 2003

Education
Southern Connecticut State University   2001 — 2002
Bachelor of Science, Marketing

Bryant University   1999 — 2001
bachelor of science, Business Administration

Guilford High School   1995 — 1998

Patrick Moore Patrick Moore Greater Boston Area Details
Patrick Moore's Barnum Financial Group Experience August 2009 - August 2010
Job Enterprise Account Manager Oracle Corporation
Industry Information Technology and Services
Experience
Oracle  November 2014 - Present
Open Systems Technologies  July 2013 - November 2014
Ultimate Staffing Services  January 2012 - June 2013
Porter and Chester Institute  August 2010 - January 2012
Barnum Financial Group   August 2009 - August 2010
Robert Half International  August 2008 - August 2009
Countrywide Full Spectrum Lending  July 2004 - July 2008
Ameriquest Mortgage Company  August 2003 - July 2004
Triumvirate Environmental, Inc  April 2001 - June 2003

Skills
Applicant Tracking..., Human Resources, Recruiting, Temporary Placement, Business Development, Interviews, Temporary Staffing, Executive Search, Sales, Training, Management, Cold Calling, Talent Acquisition, Technical Recruiting, College Recruiting, Employee Benefits, Leadership, Enterprise Software

Education
Central Connecticut State University   1995 — 2000
B.S, Biology - Environmental Sciences

Ashley Wetherbee Ashley Wetherbee Greater New York City Area Details
Ashley Wetherbee's Barnum Financial Group Experience 2010 - 2010
Job Business Procedures Analyst at Barnum Financial Group, An Office of MetLife
Industry Financial Services
Experience
Barnum Financial Group, An Office of MetLife  January 2014 - Present
Foundation for Life, Inc.   January 2013 - Present
Barnum Financial Group, An Office of MetLife  June 2012 - December 2013
Foundation for Life Inc   April 2012 - December 2012
Barnum Financial Group, An Office of MetLife  June 2011 - June 2012
Barnum Financial Group, An Office of MetLife  April 2010 - June 2011
National Association of Colleges and Employers  2011 - 2011
Barnum Financial Group   2010 - 2010

Skills
Recruiting, Email Marketing, Team Building, Leadership, Direct Mail, Coaching, Marketing, Market Planning, Lead Generation, Networking, Social Media, Brand Awareness, Business Relationship..., Risk Management, Training, Small Business, Competitive Analysis, Insurance, Management, Sales, Talent Acquisition, Onboarding, Cold Calling, Account Management, Series 6

Education
Southern Connecticut State University   2005 — 2008
BS, Business Administration

Robyn Mortiboys Robyn Mortiboys Greater New York City Area Details
Robyn Mortiboys's Barnum Financial Group Experience October 2013 - August 2014
Job Office Manager at Education Growth Partners
Industry Financial Services
Experience
Education Growth Partners   September 2014 - Present
Fairfield County, CT   2011 - July 2014
Barnum Financial Group   October 2013 - August 2014
Financial Wings   April 2012 - April 2013
Pier 1 Imports  August 2011 - August 2012
Complete Designs, LLC   October 2010 - March 2012
The Gardener's Center and Florist   March 2008 - February 2011

Skills
Scheduling, Administrative Support, Microsoft Office, Word, Japanese culture, Spanish Conversational, Sewing, Scuba Diving, Microsoft Excel, Adobe Acrobat, Theatre, Social Media, Stage Management, Performing Arts, Phone Etiquette, Phone Skills, File Management, Customer Service, Google Docs, Proofreading, Editing, Blogging, Writing, Creative Writing, PowerPoint, Outlook, Gardening, Vegetable Gardening, Telephone Skills, Microsoft Word, Ukulele, Adobe Creative Suite

Education
Fairleigh Dickinson University   2002 — 2006
Bachelor of Arts (B.A.), Theatre/Theater, Cum Laude

Kerry Fallon Kerry Fallon Greater New York City Area Details
Kerry Fallon's Barnum Financial Group Experience August 2008 - January 2009
Job Cost Accounting Supervisor at Covidien
Industry Medical Devices
Experience
Covidien  February 2009 - Present
Barnum Financial Group   August 2008 - January 2009

Skills
Auditing, Analysis, Medical Devices, Forecasting, Tax, Account Reconciliation, Budgets, Variance Analysis, Product Development, Management, Financial Reporting, Financial Modeling, Sarbanes-Oxley Act, Testing, General Ledger, Finance, Six Sigma, Process Improvement, Journal Entries, Cross-functional Team..., Financial Forecasting, Microsoft Excel, Payroll, PowerPoint, Manufacturing, Internal Controls, Lean Manufacturing, GMP, Employee Benefits, Continuous Improvement, Cost Accounting, Operational Excellence, Internal Audit, Financial Analysis, JD Edwards

Education
Southern Connecticut State University   2013 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance

University of Vermont   2004 — 2008
Bachelor's, Business Administration

Amanda Fioravanti Amanda Fioravanti Highland Lakes, New Jersey Details
Amanda Fioravanti's Barnum Financial Group Experience 2012 - 2012
Job at
Industry Accounting
Experience
Ogilvy CommonHealth Worldwide  May 2014 - Present
Ogilvy CommonHealth Worldwide  August 2013 - Present
Milk Studios  2012 - 2013
Barnum Financial Group   2012 - 2012

Education
Iona College

Christopher Ragusa Christopher Ragusa Riverside, Connecticut Details
Christopher Ragusa's Barnum Financial Group Experience January 2014 - Present
Job Attended Pace University Lubin School of Business
Industry Wholesale
Experience
Barnum Financial Group   January 2014 - Present
Entrepreneur –   August 2013 - Present
Pace Connect   November 2012 - Present
Cutco Knives  April 2011 - Present
Little League Umpire   January 2009 - Present
Innis Ardin Country Club   May 2013 - August 2013
Little Luigi’s Pizza   January 2011 - January 2012
MezzaLuna Italian Restaurant   January 2010 - January 2012

Education
Pace University - Lubin School of Business   2011 — 2013

Pace University - Lubin School of Business   2011 — 2013

Pace University

Lubin School of Business