Barnum Financial Group
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Barnum Financial Group Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
Barnum Financial Group 2004 - Present
Education
University of Dayton 1990 — 1994
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
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
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
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
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
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
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
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
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
Barnum Financial Group January 2010 - Present
MetLife 2009 - 2012
Education
Bryant University 1999 — 2003
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
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
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
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
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
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
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
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
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
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
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
Barnum Financial Group June 2008 - February 2015
Reby Advisors 2015 - 2015
Education
University of Notre Dame 1971 — 1975
BA, Economics
Friends Academy
Friends Academy
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
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
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
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
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
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
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
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
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
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
Barnum Financial Group 2004 - Present
Education
Southern Connecticut State University
Bachelor, Accounting
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
Barnum Financial Group April 1986 - Present
Education
Southern Connecticut State University
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
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
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
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
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
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
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
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
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
Ogilvy CommonHealth Worldwide May 2014 - Present
Ogilvy CommonHealth Worldwide August 2013 - Present
Milk Studios 2012 - 2013
Barnum Financial Group 2012 - 2012
Education
Iona College
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