Diversified Investment Advisors
Industry: Company
DescriptionTransamerica Retirement Solutions, is a recently renamed full service retirement firm formed via the mergers of several “AEGON” companies including Transamerica Retirement Services, The Employer ... Parent organization: Aegon N.V. Founded: 1963 Number of employees: >3000 employees Headquarters: Baltimore, MD, Tampa, FL, Natick, MA Subsidiaries: Transamerica Investors Securities Corporation,
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Diversified Investment Advisors Employees
Employee
Years
Job
Industry
Tony Suslovich Tony Suslovich's Diversified Investment Advisors Experience April 1997 - February 1998
Job Sr. Manager Software Development at General Board of Global Ministries
Industry Religious Institutions
Experience
General Board of Global Ministries February 2013 - Present
General Board of Global Ministries March 1998 - January 2013
Diversified Investment Advisors April 1997 - February 1998
AIG February 1996 - March 1997
Skills
Microsoft SQL Server, Microsoft Office, Quality Assurance, SQL, HTML, Databases, Software Development, JavaScript, Project Management, Access, Business Analysis, Systems Analysis, Requirements Analysis, Requirements Gathering, Progress 4GL, OpenEdge, SDLC, C#, Software Project..., Software Documentation, Vendor Management, Unix, Database Design
Education
Kryvyi Rih Technical University 1985 — 1993
B.S., Electrical Engeeneering, Computer Science
General Board of Global Ministries February 2013 - Present
General Board of Global Ministries March 1998 - January 2013
Diversified Investment Advisors April 1997 - February 1998
AIG February 1996 - March 1997
Skills
Microsoft SQL Server, Microsoft Office, Quality Assurance, SQL, HTML, Databases, Software Development, JavaScript, Project Management, Access, Business Analysis, Systems Analysis, Requirements Analysis, Requirements Gathering, Progress 4GL, OpenEdge, SDLC, C#, Software Project..., Software Documentation, Vendor Management, Unix, Database Design
Education
Kryvyi Rih Technical University 1985 — 1993
B.S., Electrical Engeeneering, Computer Science
Patrick Murphy Patrick Murphy's Diversified Investment Advisors Experience April 1989 - February 1994
Job President, John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Financial Services April 2015 - Present
New York Life Retirement Plan Services October 2013 - Present
New York Life Retirement Plan Services August 2011 - October 2013
New York Life Retirement Plan Services January 2004 - August 2011
American Express Retirement Plan Services January 2001 - December 2003
Putnam Investments February 1994 - December 2000
Diversified Investment Advisors April 1989 - February 1994
Skills
Pensions, Retirement, Series 7, Retirement Planning, Leadership, Management, Sales, Strategy, Defined Contribution
Education
Brown University 1984 — 1988
BA, Organizational Behavior/Management
John Hancock Financial Services April 2015 - Present
New York Life Retirement Plan Services October 2013 - Present
New York Life Retirement Plan Services August 2011 - October 2013
New York Life Retirement Plan Services January 2004 - August 2011
American Express Retirement Plan Services January 2001 - December 2003
Putnam Investments February 1994 - December 2000
Diversified Investment Advisors April 1989 - February 1994
Skills
Pensions, Retirement, Series 7, Retirement Planning, Leadership, Management, Sales, Strategy, Defined Contribution
Education
Brown University 1984 — 1988
BA, Organizational Behavior/Management
Kim Schwimmer Kim Schwimmer's Diversified Investment Advisors Experience 2003 - 2006
Job Director of Investments and Brokerage at RKS Group, Inc.
Industry Real Estate
Experience
RKS Group, Inc. 2005 - Present
Diversified Investment Advisors 2003 - 2006
Bank of Texas 1998 - 2003
Education
Fordham University
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin
Bachelor of Business Administration (BBA), Accounting and Finance
RKS Group, Inc. 2005 - Present
Diversified Investment Advisors 2003 - 2006
Bank of Texas 1998 - 2003
Education
Fordham University
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin
Bachelor of Business Administration (BBA), Accounting and Finance
Brad Wheelan Brad Wheelan's Diversified Investment Advisors Experience December 2006 - October 2011
Job Director, Vendor Development at GreatAmerica Financial Services
Industry Financial Services
Experience
GreatAmerica Financial Services October 2011 - Present
Diversified Investment Advisors December 2006 - October 2011
Skills
Solution Selling, Sales Process, Managed Services, Selling, Telecommunications, Customer Satisfaction, Budgets, Customer Retention, Account Management, Program Management, Business Development, Direct Sales, Coaching, B2B, Salesforce.com, Sales, Sales Management, Leadership, Management
Education
Coe College 1999 — 2003
Business Administration, Economics
GreatAmerica Financial Services October 2011 - Present
Diversified Investment Advisors December 2006 - October 2011
Skills
Solution Selling, Sales Process, Managed Services, Selling, Telecommunications, Customer Satisfaction, Budgets, Customer Retention, Account Management, Program Management, Business Development, Direct Sales, Coaching, B2B, Salesforce.com, Sales, Sales Management, Leadership, Management
Education
Coe College 1999 — 2003
Business Administration, Economics
Daniel Brennan Daniel Brennan's Diversified Investment Advisors Experience January 2007 - September 2011
Job Director of Business Development at Portfolio Evaluation Inc.
Industry Financial Services
Experience
Portfolio Evaluation Inc. August 2013 - Present
Merganser Capital Management, Inc. November 2011 - July 2013
Diversified Investment Advisors January 2007 - September 2011
Education
Fordham University - Graduate School of Business Administration 1988 — 1990
MBA, Finance
Portfolio Evaluation Inc. August 2013 - Present
Merganser Capital Management, Inc. November 2011 - July 2013
Diversified Investment Advisors January 2007 - September 2011
Education
Fordham University - Graduate School of Business Administration 1988 — 1990
MBA, Finance
Joanne Ruvolo - Api Joanne Ruvolo - Api's Diversified Investment Advisors Experience June 1994 - April 1998
Job Accountant at DiLapi & Co. P.C.
Industry Accounting
Experience
DiLapi & Co. P.C. January 2009 - Present
ProSprinkler Systems Inc. February 2006 - September 2008
Diversified Investment Advisors June 1994 - April 1998
Skills
Analysis, Customer Service, Tax Returns, Income Tax, General Ledger, Account Management, Tax, Investments, Corporate Tax, Accountants, Payroll Taxes, Financial Accounting, Bookkeeping, Financial Reporting, Account Reconciliation, Microsoft Excel, Tax Advisory
Education
Iona College 1986 — 1990
BBA, Public Accounting
Saint Catherine's Academy 1982 — 1986
Regents Academics
St. Lucy's School 1974 — 1982
DiLapi & Co. P.C. January 2009 - Present
ProSprinkler Systems Inc. February 2006 - September 2008
Diversified Investment Advisors June 1994 - April 1998
Skills
Analysis, Customer Service, Tax Returns, Income Tax, General Ledger, Account Management, Tax, Investments, Corporate Tax, Accountants, Payroll Taxes, Financial Accounting, Bookkeeping, Financial Reporting, Account Reconciliation, Microsoft Excel, Tax Advisory
Education
Iona College 1986 — 1990
BBA, Public Accounting
Saint Catherine's Academy 1982 — 1986
Regents Academics
St. Lucy's School 1974 — 1982
Thomas Helmke Thomas Helmke's Diversified Investment Advisors Experience August 1999 - December 2005
Job Senior Manager The Home Plate Diner
Industry Hospitality
Experience
The Home Plate Diner March 2013 - Present
Best Western International June 2014 - November 2014
G6 Hospitality August 2012 - February 2013
First Hospitality Group October 2010 - August 2012
Stoney Creek Hospitality Corp. August 2009 - September 2010
Hilton Garden Inn / Bev's on the River August 2008 - August 2009
Marina Inn Conference Center February 2006 - August 2008
Diversified Investment Advisors August 1999 - December 2005
Skills
Revenue Analysis, Hotels, Hospitality Industry, Hotel Management, Hospitality, Hospitality Management, Customer Service, Leadership, Catering, Yield Management, Pre-opening, Event Management, Banquets, Resorts, Food & Beverage, Customer Satisfaction
Education
Kirkwood Community College 1999 — 2000
A.A., Business Administration
The Home Plate Diner March 2013 - Present
Best Western International June 2014 - November 2014
G6 Hospitality August 2012 - February 2013
First Hospitality Group October 2010 - August 2012
Stoney Creek Hospitality Corp. August 2009 - September 2010
Hilton Garden Inn / Bev's on the River August 2008 - August 2009
Marina Inn Conference Center February 2006 - August 2008
Diversified Investment Advisors August 1999 - December 2005
Skills
Revenue Analysis, Hotels, Hospitality Industry, Hotel Management, Hospitality, Hospitality Management, Customer Service, Leadership, Catering, Yield Management, Pre-opening, Event Management, Banquets, Resorts, Food & Beverage, Customer Satisfaction
Education
Kirkwood Community College 1999 — 2000
A.A., Business Administration
Charlie Bocknik Charlie Bocknik's Diversified Investment Advisors Experience November 1988 - March 2010
Job Lead Data Analyst at Transamerica
Industry Financial Services
Experience
Transamerica March 2015 - Present
Transamerica Retirement Solutions March 2010 - February 2015
Diversified Investment Advisors November 1988 - March 2010
Skills
Project Management, Requirements Analysis, IT Strategy, SQL DB2, SQL Tuning, SPL, PL/SQL, Java, Visual Basic, C++, COBOL, Assembly Language, Business Intelligence, MS Reporting Services, Data Analysis, Pensions, Investments, Financial Services, Mutual Funds
Education
Iona College 1984 — 1987
Bachelor's Degree, Computer Science, 3.90
Paul Smith's College 1977 — 1979
Associate of Arts and Sciences (AAS), Ecology and Environmental Technology, 3.5
Transamerica March 2015 - Present
Transamerica Retirement Solutions March 2010 - February 2015
Diversified Investment Advisors November 1988 - March 2010
Skills
Project Management, Requirements Analysis, IT Strategy, SQL DB2, SQL Tuning, SPL, PL/SQL, Java, Visual Basic, C++, COBOL, Assembly Language, Business Intelligence, MS Reporting Services, Data Analysis, Pensions, Investments, Financial Services, Mutual Funds
Education
Iona College 1984 — 1987
Bachelor's Degree, Computer Science, 3.90
Paul Smith's College 1977 — 1979
Associate of Arts and Sciences (AAS), Ecology and Environmental Technology, 3.5
Andrew Blanco's Diversified Investment Advisors Experience November 2009 - June 2011
Job MBAF SemiSenior Accountant in the Tax & Accounting Department
Industry Accounting
Experience
Morrison, Brown, Argiz & Farra, LLC August 2013 - Present
ABlanco Photography May 2012 - August 2013
Manhattan Life Insurance Company and its affiliated entities June 2011 - August 2013
Diversified Investment Advisors November 2009 - June 2011
CEM-CPA March 2007 - November 2009
Skills
Tax Accounting, Corporate Tax, Partnership Taxation, International Tax, Estate & Gift Taxation, Income Tax, Bookkeeping, QuickBooks, Payroll Taxes, Tax Preparation, Insurance, Accounting, Payroll, Photography, Microsoft Office, Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Invoicing, Microsoft Outlook, PowerPoint, Sales Tax, ProSystem fx Tax, ProSystem fx Engagement, Adobe Creative Suite, S Corporations, Outlook
Education
Florida International University
Bachelors of Accounting, Accounting, Gaduated
Nova Southeastern University
Masters of Taxation, Taxation
Florida International University 2008 — 2013
Bachelor of Accounting, Accounting
Christopher Columbus High School 2003 — 2007
High School Diploma
Morrison, Brown, Argiz & Farra, LLC August 2013 - Present
ABlanco Photography May 2012 - August 2013
Manhattan Life Insurance Company and its affiliated entities June 2011 - August 2013
Diversified Investment Advisors November 2009 - June 2011
CEM-CPA March 2007 - November 2009
Skills
Tax Accounting, Corporate Tax, Partnership Taxation, International Tax, Estate & Gift Taxation, Income Tax, Bookkeeping, QuickBooks, Payroll Taxes, Tax Preparation, Insurance, Accounting, Payroll, Photography, Microsoft Office, Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Invoicing, Microsoft Outlook, PowerPoint, Sales Tax, ProSystem fx Tax, ProSystem fx Engagement, Adobe Creative Suite, S Corporations, Outlook
Education
Florida International University
Bachelors of Accounting, Accounting, Gaduated
Nova Southeastern University
Masters of Taxation, Taxation
Florida International University 2008 — 2013
Bachelor of Accounting, Accounting
Christopher Columbus High School 2003 — 2007
High School Diploma
Carol Guarino RN CCM Carol Guarino RN CCM's Diversified Investment Advisors Experience 1988 - 2004
Job Clinical Medical Necessity and Appeals Manager, Montefiore Medical Center
Industry Hospital & Health Care
Experience
Montefiore Medical Center July 2013 - Present
St. Barnabas Hospital July 2011 - July 2013
Northern Westchester Hospital August 2010 - July 2011
St. Barnabas Hospital February 2009 - July 2010
Maria Ferara's Children's Hospital at WMC 2006 - 2007
Diversified Investment Advisors 1988 - 2004
Skills
Healthcare, Hospitals, Case Managment, Social Services, Managed Care, Nursing, Medicare, Healthcare Management, Acute Care, Patient Advocacy, Revenue Cycle, Orthopedic, Meditech, EMR, Utilization Management, Medical Terminology, Case Management, Inpatient, Home Care, Clinical Research
Education
Cochran School of Nursing 2004 — 2006
ADN, Registered Nursing/Registered Nurse
Manhattanville College 1996 — 2000
Master of Science (M.S.), Human Resources and Organizational Development
Manhattanville College 1983 — 1987
Bachelor of Science (BS), Management
Montefiore Medical Center July 2013 - Present
St. Barnabas Hospital July 2011 - July 2013
Northern Westchester Hospital August 2010 - July 2011
St. Barnabas Hospital February 2009 - July 2010
Maria Ferara's Children's Hospital at WMC 2006 - 2007
Diversified Investment Advisors 1988 - 2004
Skills
Healthcare, Hospitals, Case Managment, Social Services, Managed Care, Nursing, Medicare, Healthcare Management, Acute Care, Patient Advocacy, Revenue Cycle, Orthopedic, Meditech, EMR, Utilization Management, Medical Terminology, Case Management, Inpatient, Home Care, Clinical Research
Education
Cochran School of Nursing 2004 — 2006
ADN, Registered Nursing/Registered Nurse
Manhattanville College 1996 — 2000
Master of Science (M.S.), Human Resources and Organizational Development
Manhattanville College 1983 — 1987
Bachelor of Science (BS), Management
Jeff Imrie Jeff Imrie's Diversified Investment Advisors Experience October 2002 - May 2004
Job Senior Benefit Counselor at Federal Employee Benefit Counselors (FEBC)
Industry Financial Services
Experience
Federal Employee Benefit Counselors August 2013 - Present
SourceHOV October 2012 - May 2013
Itel Laboratories, Inc. May 2009 - August 2011
Wells Fargo August 2004 - January 2009
Diversified Investment Advisors October 2002 - May 2004
mPower 1999 - 2002
Merrill Lynch 1997 - 1999
Barclays Global Investors 1993 - 1997
Wells Fargo Bank 1991 - 1993
First Investors Corporation September 1988 - October 1990
Skills
401k, Retirement, Mutual Funds, Investments, Retirement Plan..., Pensions, Financial Services, Sales, Management, Financial Advisory, Insurance, Employee Benefits, Start-ups, Training, Finance, Human Resources, Relationship Management
Education
CSU Chico 1983 — 1987
Bachelor of Science (BS), Finance and Economics
University of Copenhagen 1987 — 1988
Bachelor of Science (BS), International Finance
Federal Employee Benefit Counselors August 2013 - Present
SourceHOV October 2012 - May 2013
Itel Laboratories, Inc. May 2009 - August 2011
Wells Fargo August 2004 - January 2009
Diversified Investment Advisors October 2002 - May 2004
mPower 1999 - 2002
Merrill Lynch 1997 - 1999
Barclays Global Investors 1993 - 1997
Wells Fargo Bank 1991 - 1993
First Investors Corporation September 1988 - October 1990
Skills
401k, Retirement, Mutual Funds, Investments, Retirement Plan..., Pensions, Financial Services, Sales, Management, Financial Advisory, Insurance, Employee Benefits, Start-ups, Training, Finance, Human Resources, Relationship Management
Education
CSU Chico 1983 — 1987
Bachelor of Science (BS), Finance and Economics
University of Copenhagen 1987 — 1988
Bachelor of Science (BS), International Finance
Ryan Burke Ryan Burke's Diversified Investment Advisors Experience June 2007 - August 2007
Job Creative Producer | Consultant | Technologist
Industry Marketing and Advertising
Experience
Google Creative Lab August 2015 - Present
General Assembly April 2015 - July 2015
Google Creative Lab August 2013 - December 2014
Wieden + Kennedy NY May 2013 - August 2013
Wieden + Kennedy NY September 2010 - November 2012
Young & Rubicam November 2009 - September 2010
Young & Rubicam September 2008 - November 2009
Stashedboxes.com, formerly N-SB.org May 2006 - September 2009
Diversified Investment Advisors June 2007 - August 2007
Hickory and Tweed Ski and Cyclery November 2000 - July 2006
Skills
Social Media, Advertising, Marketing, Digital Media, Brand Management, Creative Direction, Digital Marketing, Television, Integrated Marketing, Management, New Media, Online Advertising, Mobile Marketing, Interactive Marketing, Media Planning, Digital Strategy
Education
General Assembly 2015 — 2015
Web Development Immersive, Full Stack Develoment
Villanova University 2004 — 2008
B.S.B.A., Marketing, Business Honors
Google Creative Lab August 2015 - Present
General Assembly April 2015 - July 2015
Google Creative Lab August 2013 - December 2014
Wieden + Kennedy NY May 2013 - August 2013
Wieden + Kennedy NY September 2010 - November 2012
Young & Rubicam November 2009 - September 2010
Young & Rubicam September 2008 - November 2009
Stashedboxes.com, formerly N-SB.org May 2006 - September 2009
Diversified Investment Advisors June 2007 - August 2007
Hickory and Tweed Ski and Cyclery November 2000 - July 2006
Skills
Social Media, Advertising, Marketing, Digital Media, Brand Management, Creative Direction, Digital Marketing, Television, Integrated Marketing, Management, New Media, Online Advertising, Mobile Marketing, Interactive Marketing, Media Planning, Digital Strategy
Education
General Assembly 2015 — 2015
Web Development Immersive, Full Stack Develoment
Villanova University 2004 — 2008
B.S.B.A., Marketing, Business Honors
Jane McCarthy Jane McCarthy's Diversified Investment Advisors Experience September 1985 - October 2005
Job Financial Advisor at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors 2006 - Present
Century 21 Country Bumpkin 2006 - 2008
Diversified Investment Advisors September 1985 - October 2005
Education
Mercy College
BAA, Accounting/Finance
AXA Advisors 2006 - Present
Century 21 Country Bumpkin 2006 - 2008
Diversified Investment Advisors September 1985 - October 2005
Education
Mercy College
BAA, Accounting/Finance
Jianping Shen Jianping Shen's Diversified Investment Advisors Experience October 2002 - April 2004
Job Director at Privilege Underwriters
Industry Insurance
Experience
PURE Group of Insurance Companies February 2009 - Present
OpHedge Investment Services March 2007 - February 2009
Citigroup April 2004 - March 2007
Diversified Investment Advisors October 2002 - April 2004
Price Waterhouse Coopers January 1998 - October 2002
Shanghai Jiao Tong University January 1989 - August 1994
Skills
SQL, SDLC, Core Java, J2EE Application..., jQuery, JavaScript, JSON, JUnit, J2EE Web Services, XML, XSLT, HTML 5, Web Development, Oracle, MySQL, Microsoft SQL Server, SQLite, Websphere, Weblogic, Tomcat, JBoss Application Server, Axis2, Linux, Windows, Unix, Portals, Integration, OOAD, Spring, Hibernate, C/C++ STL, AJAX, WebSphere MQ, Struts, Web Services, Software Project..., RESTful WebServices, RESTful architecture, PL/SQL
Education
Shanghai Jiao Tong University 1986 — 1989
Master, Mechanical Engineering
Shanghai Jiao Tong University 1982 — 1986
Bachelor, Mechanical Engineering
Binghamton University 1997 — 1998
Master, Computer Science
State University of New York at Binghamton 1994 — 1998
Mechanical Engineering
PURE Group of Insurance Companies February 2009 - Present
OpHedge Investment Services March 2007 - February 2009
Citigroup April 2004 - March 2007
Diversified Investment Advisors October 2002 - April 2004
Price Waterhouse Coopers January 1998 - October 2002
Shanghai Jiao Tong University January 1989 - August 1994
Skills
SQL, SDLC, Core Java, J2EE Application..., jQuery, JavaScript, JSON, JUnit, J2EE Web Services, XML, XSLT, HTML 5, Web Development, Oracle, MySQL, Microsoft SQL Server, SQLite, Websphere, Weblogic, Tomcat, JBoss Application Server, Axis2, Linux, Windows, Unix, Portals, Integration, OOAD, Spring, Hibernate, C/C++ STL, AJAX, WebSphere MQ, Struts, Web Services, Software Project..., RESTful WebServices, RESTful architecture, PL/SQL
Education
Shanghai Jiao Tong University 1986 — 1989
Master, Mechanical Engineering
Shanghai Jiao Tong University 1982 — 1986
Bachelor, Mechanical Engineering
Binghamton University 1997 — 1998
Master, Computer Science
State University of New York at Binghamton 1994 — 1998
Mechanical Engineering
Janine Garvin, MPS Janine Garvin, MPS's Diversified Investment Advisors Experience June 2002 - August 2005
Job Special Education Teacher at NYC DOE
Industry Education Management
Experience
NYC DOE September 2005 - Present
Diversified Investment Advisors June 2002 - August 2005
Skills
Special Education, Differentiated..., Classroom Management, Lesson Planning, Literacy, Classroom, Elementary Education, Educational Leadership, Curriculum Design, Curriculum Development, Smartboard, Tutoring, Teacher Training, Social Studies, Educational Technology, Language Arts, Curriculum Mapping, Positive Behavior..., Learning Disabilities, IEP, Behavior Management, RTI, Teaching Reading, Teaching, Integrating Technology..., Data Driven Instruction, Mathematics Education, Common Core State..., Reading Intervention, Guided Reading, Educational Assessment, Individualized..., Balanced Literacy, Teaching Writing, Test Preparation, Instructional Technology, Middle School, Professional Learning..., Secondary Education
Education
Pace University 2011 — 2011
Advanced Certification, Education/Teaching of Individuals with Autism
Manhattanville College 2005 — 2007
MPS, Special Education and Teaching
SUNY Albany 1998 — 2002
Bachelor's degree, Political Science
Spring Valley High School 1994 — 1998
High School Diploma
NYC DOE September 2005 - Present
Diversified Investment Advisors June 2002 - August 2005
Skills
Special Education, Differentiated..., Classroom Management, Lesson Planning, Literacy, Classroom, Elementary Education, Educational Leadership, Curriculum Design, Curriculum Development, Smartboard, Tutoring, Teacher Training, Social Studies, Educational Technology, Language Arts, Curriculum Mapping, Positive Behavior..., Learning Disabilities, IEP, Behavior Management, RTI, Teaching Reading, Teaching, Integrating Technology..., Data Driven Instruction, Mathematics Education, Common Core State..., Reading Intervention, Guided Reading, Educational Assessment, Individualized..., Balanced Literacy, Teaching Writing, Test Preparation, Instructional Technology, Middle School, Professional Learning..., Secondary Education
Education
Pace University 2011 — 2011
Advanced Certification, Education/Teaching of Individuals with Autism
Manhattanville College 2005 — 2007
MPS, Special Education and Teaching
SUNY Albany 1998 — 2002
Bachelor's degree, Political Science
Spring Valley High School 1994 — 1998
High School Diploma
Tony Hutton Tony Hutton's Diversified Investment Advisors Experience 2003 - 2005
Job Portfolio Consultant at Schwab Private Client Investment Advisory, Inc. (Affiliate of Charles Schwab & Co., Inc.)
Industry Financial Services
Experience
Schwab Private Client Investment Advisory, Inc. (Affiliate of Charles Schwab & Co., Inc) August 2014 - Present
Golden Tech - IT Services 2011 - 2012
Quantitative Advantage, LLC (QA) 2005 - 2007
Diversified Investment Advisors 2003 - 2005
Charles Schwab 1995 - 2003
Skills
Business Analysis, Strategy, Portfolio Management, Project Management, Equities, Options, Marketing, Risk Management, Microsoft Office, Email Marketing, Marketing Strategy, Finance, Management, Derivatives, Customer Service, Business Intelligence, Sales, New Business Development, Business Strategy, Asset Management, Stock Market, Investments, Trading Systems, Analytics
Education
Marquette University
Business Administration, Economics
Harvard University
Computer Science / Java Programming
Schwab Private Client Investment Advisory, Inc. (Affiliate of Charles Schwab & Co., Inc) August 2014 - Present
Golden Tech - IT Services 2011 - 2012
Quantitative Advantage, LLC (QA) 2005 - 2007
Diversified Investment Advisors 2003 - 2005
Charles Schwab 1995 - 2003
Skills
Business Analysis, Strategy, Portfolio Management, Project Management, Equities, Options, Marketing, Risk Management, Microsoft Office, Email Marketing, Marketing Strategy, Finance, Management, Derivatives, Customer Service, Business Intelligence, Sales, New Business Development, Business Strategy, Asset Management, Stock Market, Investments, Trading Systems, Analytics
Education
Marquette University
Business Administration, Economics
Harvard University
Computer Science / Java Programming
Karen Farrell Apgar's Diversified Investment Advisors Experience 1997 - 1999
Job Vice President, Talent Management US
Industry Pharmaceuticals
Experience
Boehringer Ingelheim Pharmaceuticals, Inc February 2013 - Present
Boehringer Ingelheim Pharmaceuticals, Inc. April 2008 - February 2013
Boehringer Ingelheim Pharmaceuticals, Inc. October 2006 - March 2008
Boehringer Ingelheim Pharmaceuticals, Inc. April 2005 - October 2006
Boehringer Ingelheim Pharmaceuticals, Inc. November 1999 - March 2005
Diversified Investment Advisors 1997 - 1999
Prudential Relocation 1990 - 1997
Skills
Recruiting, Human Resources, Strategy, Employee Relations, Talent Acquisition, Talent Management, Performance Management, Succession Planning, Management, Change Management, Leadership Development, Workforce Planning, Organizational Design, Interviews, Organizational..., Training, Deferred Compensation, Personnel Management, Employee Engagement, Applicant Tracking..., Leadership
Education
Cedar Crest College
BA, Psychology
Manhattanville College
MS, Human Resources & Organizational Development
Boehringer Ingelheim Pharmaceuticals, Inc February 2013 - Present
Boehringer Ingelheim Pharmaceuticals, Inc. April 2008 - February 2013
Boehringer Ingelheim Pharmaceuticals, Inc. October 2006 - March 2008
Boehringer Ingelheim Pharmaceuticals, Inc. April 2005 - October 2006
Boehringer Ingelheim Pharmaceuticals, Inc. November 1999 - March 2005
Diversified Investment Advisors 1997 - 1999
Prudential Relocation 1990 - 1997
Skills
Recruiting, Human Resources, Strategy, Employee Relations, Talent Acquisition, Talent Management, Performance Management, Succession Planning, Management, Change Management, Leadership Development, Workforce Planning, Organizational Design, Interviews, Organizational..., Training, Deferred Compensation, Personnel Management, Employee Engagement, Applicant Tracking..., Leadership
Education
Cedar Crest College
BA, Psychology
Manhattanville College
MS, Human Resources & Organizational Development
Theresa Brewer Theresa Brewer's Diversified Investment Advisors Experience June 2006 - January 2007
Job Occupational Therapy Student
Industry Hospital & Health Care
Experience
Deutsche Bank Securities January 2007 - April 2013
Diversified Investment Advisors June 2006 - January 2007
Skills
Series 7, Securities, Series 65, Series 63, Financial Services, Customer Service, Administrative Functions, Travel Arrangements, Expense Reports
Education
Mercy College
Master of Science (M.S.), Occupational Therapy/Therapist
Iona College 2002 — 2006
Bachelor of Business Administration, Business Administration, 3.64
Deutsche Bank Securities January 2007 - April 2013
Diversified Investment Advisors June 2006 - January 2007
Skills
Series 7, Securities, Series 65, Series 63, Financial Services, Customer Service, Administrative Functions, Travel Arrangements, Expense Reports
Education
Mercy College
Master of Science (M.S.), Occupational Therapy/Therapist
Iona College 2002 — 2006
Bachelor of Business Administration, Business Administration, 3.64
Bill Greenleaf Bill Greenleaf's Diversified Investment Advisors Experience January 2000 - January 2010
Job Enroller for Vision Service Plans
Industry Insurance
Experience
Vision Service Plan January 2011 - Present
Self-employed 2000 - Present
Total Benefi Communications January 2000 - September 2013
Diversified Investment Advisors January 2000 - January 2010
Skills
Disability Insurance, Employee Benefits, Health Insurance, Health Savings Accounts, Insurance
Education
Hamilton College 1953 — 1957
Bachelor's degree, Political Science and Government
Vision Service Plan January 2011 - Present
Self-employed 2000 - Present
Total Benefi Communications January 2000 - September 2013
Diversified Investment Advisors January 2000 - January 2010
Skills
Disability Insurance, Employee Benefits, Health Insurance, Health Savings Accounts, Insurance
Education
Hamilton College 1953 — 1957
Bachelor's degree, Political Science and Government
Terry Williams Terry Williams's Diversified Investment Advisors Experience May 2005 - November 2005
Job Vice President at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley Wealth Management August 2010 - Present
Cohen & Steers August 2007 - September 2010
UBS March 2006 - July 2007
Diversified Investment Advisors May 2005 - November 2005
Bunge Ltd. May 2001 - January 2005
Wechsler Ross & Partners October 2000 - May 2001
Institutional Investor Newsletters October 1999 - May 2000
Pensions & Investments October 1989 - September 1999
Worcester Telegram & Gazette September 1984 - September 1989
Education
Columbia University - Graduate School of Journalism 1998 — 1999
Knight-Bagehot Fellowship, Economics and Business Journalism
City University of New York City College 1979 — 1984
B.A., Economics
Brooklyn Technical High School
Morgan Stanley Wealth Management August 2010 - Present
Cohen & Steers August 2007 - September 2010
UBS March 2006 - July 2007
Diversified Investment Advisors May 2005 - November 2005
Bunge Ltd. May 2001 - January 2005
Wechsler Ross & Partners October 2000 - May 2001
Institutional Investor Newsletters October 1999 - May 2000
Pensions & Investments October 1989 - September 1999
Worcester Telegram & Gazette September 1984 - September 1989
Education
Columbia University - Graduate School of Journalism 1998 — 1999
Knight-Bagehot Fellowship, Economics and Business Journalism
City University of New York City College 1979 — 1984
B.A., Economics
Brooklyn Technical High School
Sharon Salomy Douglas Sharon Salomy Douglas's Diversified Investment Advisors Experience September 1995 - September 1996
Job Founder of Impact100 Westchester
Industry Nonprofit Organization Management
Experience
Backyard Sports Cares February 2015 - Present
Impact100 Westchester July 2012 - Present
Friends of Westchester County Parks February 2014 - Present
Congregation Kol Ami ECP 2007 - 2012
Hadassah September 1994 - September 2011
Perfect Presents October 2003 - June 2009
March of Dimes January 1998 - June 1998
Diversified Investment Advisors September 1995 - September 1996
Morgan Stanley September 1990 - January 1993
Deloitte June 1987 - August 1990
Skills
Philanthropy, Grants, Annual Giving, Proposal Writing, Charities, Strategic Planning, Public Speaking, Program Development, Event Planning, Community Outreach, Nonprofits, Leadership Development
Education
Brandeis University
Bachelor of Arts (B.A.), Economics
New York University, Stern School of Business
Master of Business Administration (MBA), Accounting
Backyard Sports Cares February 2015 - Present
Impact100 Westchester July 2012 - Present
Friends of Westchester County Parks February 2014 - Present
Congregation Kol Ami ECP 2007 - 2012
Hadassah September 1994 - September 2011
Perfect Presents October 2003 - June 2009
March of Dimes January 1998 - June 1998
Diversified Investment Advisors September 1995 - September 1996
Morgan Stanley September 1990 - January 1993
Deloitte June 1987 - August 1990
Skills
Philanthropy, Grants, Annual Giving, Proposal Writing, Charities, Strategic Planning, Public Speaking, Program Development, Event Planning, Community Outreach, Nonprofits, Leadership Development
Education
Brandeis University
Bachelor of Arts (B.A.), Economics
New York University, Stern School of Business
Master of Business Administration (MBA), Accounting
Samir Hodzic's Diversified Investment Advisors Experience February 2012 - September 2012
Job Alternative Investments Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Crius Energy, LLC June 2014 - September 2014
Diversified Investment Advisors February 2012 - September 2012
Overtime Athletics September 2011 - July 2012
Ranko Construction Corp 2009 - 2011
Skills
General Ledger, Time Management, Interpersonal Skill, Solid Computer Skills, Work Under Minimal..., Thrive in..., Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Prezi, Experience with..., Crystal Reports, Invoicing, PowerPoint, Vlookup, Pivot Tables, Accounting, Customer Service, Public Speaking, Financial Analysis, Management, Microsoft Office, Social Networking, Leadership, Social Media
Education
Iona College 2013 — 2014
Master of Business Administration (MBA), Corporate Finance
Iona College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Management
Morgan Stanley September 2014 - Present
Crius Energy, LLC June 2014 - September 2014
Diversified Investment Advisors February 2012 - September 2012
Overtime Athletics September 2011 - July 2012
Ranko Construction Corp 2009 - 2011
Skills
General Ledger, Time Management, Interpersonal Skill, Solid Computer Skills, Work Under Minimal..., Thrive in..., Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Prezi, Experience with..., Crystal Reports, Invoicing, PowerPoint, Vlookup, Pivot Tables, Accounting, Customer Service, Public Speaking, Financial Analysis, Management, Microsoft Office, Social Networking, Leadership, Social Media
Education
Iona College 2013 — 2014
Master of Business Administration (MBA), Corporate Finance
Iona College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Management
J. Frank Leonard J. Frank Leonard's Diversified Investment Advisors Experience March 2002 - July 2005
Job Director of Construction, Knight Residential Group
Industry Construction
Experience
Knight Residential Group June 2015 - Present
Tennessee Valley Authority March 2014 - June 2015
Tennessee Valley Authority April 2013 - March 2014
Morgan Stanley Smith Barney December 2010 - March 2013
Luttrell Development July 2005 - December 2010
Diversified Investment Advisors March 2002 - July 2005
TeamVest 1999 - 2002
Skills
Securities, Mutual Funds, Strategic Planning, Wealth Management, Portfolio Management, Risk Management, Strategic Financial..., Finance, Financial Analysis, Asset Management, Financial Modeling, Financial Planning, Investments, Relationship Management, Process Improvement, Management, Executive Management, Leadership
Education
Appalachian State University 1994 — 1998
Bachelor of Science (B.S.), Marketing
Knight Residential Group June 2015 - Present
Tennessee Valley Authority March 2014 - June 2015
Tennessee Valley Authority April 2013 - March 2014
Morgan Stanley Smith Barney December 2010 - March 2013
Luttrell Development July 2005 - December 2010
Diversified Investment Advisors March 2002 - July 2005
TeamVest 1999 - 2002
Skills
Securities, Mutual Funds, Strategic Planning, Wealth Management, Portfolio Management, Risk Management, Strategic Financial..., Finance, Financial Analysis, Asset Management, Financial Modeling, Financial Planning, Investments, Relationship Management, Process Improvement, Management, Executive Management, Leadership
Education
Appalachian State University 1994 — 1998
Bachelor of Science (B.S.), Marketing
Chip Nardi's Diversified Investment Advisors Experience January 1993 - December 1998
Job Head of Operational Risk Management at Transamerica
Industry Financial Services
Experience
Transamerica January 2015 - Present
Transamerica January 2013 - December 2014
Transamerica Retirement Solutions January 1998 - December 2012
Diversified Investment Advisors January 1993 - December 1998
Mutual of New York January 1990 - December 1992
Mutual of New York June 1985 - December 1989
Skills
Mutual Funds, Financial Analysis, Process Improvement, Financial Reporting, Finance, Financial Risk, Sarbanes-Oxley Act, Strategic Financial..., Internal Controls, Auditing, Forecasting, Sarbanes-Oxley, Operational Risk..., Financial Planning, Accounting
Education
Bentley University 1980 — 1984
Bachelor of Science (BS), Accounting
Port Chester High School
Transamerica January 2015 - Present
Transamerica January 2013 - December 2014
Transamerica Retirement Solutions January 1998 - December 2012
Diversified Investment Advisors January 1993 - December 1998
Mutual of New York January 1990 - December 1992
Mutual of New York June 1985 - December 1989
Skills
Mutual Funds, Financial Analysis, Process Improvement, Financial Reporting, Finance, Financial Risk, Sarbanes-Oxley Act, Strategic Financial..., Internal Controls, Auditing, Forecasting, Sarbanes-Oxley, Operational Risk..., Financial Planning, Accounting
Education
Bentley University 1980 — 1984
Bachelor of Science (BS), Accounting
Port Chester High School
Todd Hoppock Todd Hoppock's Diversified Investment Advisors Experience 2000 - 2005
Job Vice President, Consulting NFP Retirement
Industry Financial Services
Experience
NFP Retirement January 2006 - Present
Diversified Investment Advisors 2000 - 2005
Skills
Pensions, CRM, Training, 401k, Employee Benefits, Retirement Plan..., Retirement Planning, Mutual Funds, Microsoft Excel, Financial Advisory, Non-Qualified Deferred..., Business Planning, Investments, Defined Benefit, Management, 403 b, Defined Contribution, Retirement, Deferred Compensation, Strategic Planning
Education
California State Polytechnic University-Pomona 1985 — 1989
NFP Retirement January 2006 - Present
Diversified Investment Advisors 2000 - 2005
Skills
Pensions, CRM, Training, 401k, Employee Benefits, Retirement Plan..., Retirement Planning, Mutual Funds, Microsoft Excel, Financial Advisory, Non-Qualified Deferred..., Business Planning, Investments, Defined Benefit, Management, 403 b, Defined Contribution, Retirement, Deferred Compensation, Strategic Planning
Education
California State Polytechnic University-Pomona 1985 — 1989
Jeremy Vohwinkle's Diversified Investment Advisors Experience September 2006 - January 2010
Job Owner and Pitmaster at The Prized Pig BBQ Restaurant
Industry Restaurants
Experience
The Prized Pig BBQ Restaurant April 2013 - Present
Generation X Finance October 2006 - December 2012
About.com August 2007 - May 2012
Bundle.com January 2010 - January 2011
Diversified Investment Advisors September 2006 - January 2010
JPMorgan Chase February 2006 - September 2006
Auction It Easy, LLC November 2003 - March 2006
Ameriprise Financial, Inc. April 2005 - February 2006
Vertexhost, Inc. August 2002 - February 2005
Skills
Retirement Planning, Financial Planning, Investments, Copywriting, Personal Finance, Retirement, Strategic Financial..., Social Media, Small Business, Finance, Content Strategy, BBQ, Business Planning, Management, Marketing, Online Advertising, Blogging, Financial Planners, Financial Services
Education
Michigan State University 1998 — 2003
Bachelors
The Prized Pig BBQ Restaurant April 2013 - Present
Generation X Finance October 2006 - December 2012
About.com August 2007 - May 2012
Bundle.com January 2010 - January 2011
Diversified Investment Advisors September 2006 - January 2010
JPMorgan Chase February 2006 - September 2006
Auction It Easy, LLC November 2003 - March 2006
Ameriprise Financial, Inc. April 2005 - February 2006
Vertexhost, Inc. August 2002 - February 2005
Skills
Retirement Planning, Financial Planning, Investments, Copywriting, Personal Finance, Retirement, Strategic Financial..., Social Media, Small Business, Finance, Content Strategy, BBQ, Business Planning, Management, Marketing, Online Advertising, Blogging, Financial Planners, Financial Services
Education
Michigan State University 1998 — 2003
Bachelors
LIGIA VILLEGAS LIGIA VILLEGAS's Diversified Investment Advisors Experience January 2007 - October 2010
Job English/Spanish Linguist
Industry Translation and Localization
Experience
Consulting Linguist November 2010 - Present
Diversified Investment Advisors January 2007 - October 2010
Bowne May 2003 - December 2009
East Coast Pain Management - Rye Brook, NY June 2006 - December 2006
Westchester Arc March 2004 - March 2006
Westchester Housing Fund February 2003 - July 2005
Canalycon S.A. July 1997 - June 2000
Fabricato S October 1995 - June 1997
Education
City University of New York-Hunter College 2008 — 2009
Certification, Translation English/Spanish
FDIC 2005 — 2005
Finance;
Universidad de Antioquía 1997 — 1999
Master, Finance /Industrial Engineering
Consulting Linguist November 2010 - Present
Diversified Investment Advisors January 2007 - October 2010
Bowne May 2003 - December 2009
East Coast Pain Management - Rye Brook, NY June 2006 - December 2006
Westchester Arc March 2004 - March 2006
Westchester Housing Fund February 2003 - July 2005
Canalycon S.A. July 1997 - June 2000
Fabricato S October 1995 - June 1997
Education
City University of New York-Hunter College 2008 — 2009
Certification, Translation English/Spanish
FDIC 2005 — 2005
Finance;
Universidad de Antioquía 1997 — 1999
Master, Finance /Industrial Engineering
Jennifer Tieva Jennifer Tieva's Diversified Investment Advisors Experience May 2005 - Present
Job Retirement Plan Specialist at Diversified Investment Advisors
Industry Financial Services
Experience
Eagle Lake Preservation Association 2009 - Present
Diversified Investment Advisors May 2005 - Present
Thrivent Financial for Lutherans February 2000 - May 2004
Education
Bethel University
B.A., Organizational Studies
St. Catherine University
M.A., Organizational Leadership - Strategic Management Concentration
St. Catherine University
Graduate Level Certificate, Ethics and Leadership
Eagle Lake Preservation Association 2009 - Present
Diversified Investment Advisors May 2005 - Present
Thrivent Financial for Lutherans February 2000 - May 2004
Education
Bethel University
B.A., Organizational Studies
St. Catherine University
M.A., Organizational Leadership - Strategic Management Concentration
St. Catherine University
Graduate Level Certificate, Ethics and Leadership
Lais (Russo) McCafferty Lais (Russo) McCafferty's Diversified Investment Advisors Experience September 2010 - June 2012
Job MBA, Marketing
Industry Hospital & Health Care
Experience
Florida Hospital 2013 - Present
Diversified Investment Advisors September 2010 - June 2012
Diversified Investment Advisors March 2006 - October 2010
Pfizer Pharmaceuticals September 2003 - February 2006
Avon Cosmetics November 2001 - April 2003
Skills
Market Research, Marketing Strategy, Market Analysis, Business Development, Strategic Planning, Leadership, New Business Development, Direct Marketing, Marketing, Project Management, Email Marketing, Competitive Analysis, Marketing Communications
Education
Pace University 2003 — 2005
MBA, Marketing
Florida International University 1997 — 2001
Bachelor of Business Administration (BBA), Management Information Systems, General
Florida Hospital 2013 - Present
Diversified Investment Advisors September 2010 - June 2012
Diversified Investment Advisors March 2006 - October 2010
Pfizer Pharmaceuticals September 2003 - February 2006
Avon Cosmetics November 2001 - April 2003
Skills
Market Research, Marketing Strategy, Market Analysis, Business Development, Strategic Planning, Leadership, New Business Development, Direct Marketing, Marketing, Project Management, Email Marketing, Competitive Analysis, Marketing Communications
Education
Pace University 2003 — 2005
MBA, Marketing
Florida International University 1997 — 2001
Bachelor of Business Administration (BBA), Management Information Systems, General
Beth Forrest Beth Forrest's Diversified Investment Advisors Experience 1985 - 1987
Job Benefits professional specializing in health & wellness plan design and administration. Seeking new opportunities.
Industry Human Resources
Experience
Volt 2012 - Present
CA Technologies June 2010 - May 2011
Altria 2001 - September 2008
Altria 1994 - 2001
New York University 1994 - 2001
Altria 1991 - 1994
Altria 1989 - 1991
Altria 1987 - 1989
Diversified Investment Advisors 1985 - 1987
Diversified Investment Advisors 1983 - 1985
Skills
Employee Benefits, Strategy, Benefits Administration, Management, Strategic Planning, Training, Leadership, Employee Engagement, Employee Relations, Talent Management, Performance Management, Program Management
Education
University of Pennsylvania - The Wharton School 1987 — 1991
CEBS, Benefits
Colby College 1979 — 1983
B. A., American Studies
University of Washington 1981 — 1982
Volt 2012 - Present
CA Technologies June 2010 - May 2011
Altria 2001 - September 2008
Altria 1994 - 2001
New York University 1994 - 2001
Altria 1991 - 1994
Altria 1989 - 1991
Altria 1987 - 1989
Diversified Investment Advisors 1985 - 1987
Diversified Investment Advisors 1983 - 1985
Skills
Employee Benefits, Strategy, Benefits Administration, Management, Strategic Planning, Training, Leadership, Employee Engagement, Employee Relations, Talent Management, Performance Management, Program Management
Education
University of Pennsylvania - The Wharton School 1987 — 1991
CEBS, Benefits
Colby College 1979 — 1983
B. A., American Studies
University of Washington 1981 — 1982
Max Bucklin Max Bucklin's Diversified Investment Advisors Experience January 2000 - January 2001
Job Technology Consultant at Avnet Electronics Marketing
Industry Electrical/Electronic Manufacturing
Experience
Avnet Electronics Marketing June 2015 - Present
OneNeck IT Solutions September 2013 - June 2015
Essig & Associates 2001 - September 2013
Diversified Investment Advisors January 2000 - January 2001
Education
Coe College 1995 — 1999
Bachelor of Arts (B.A.), Economics
Coe College 1995 — 1999
Bachelor of Arts (B.A.), Business Administration and Management, General
Avnet Electronics Marketing June 2015 - Present
OneNeck IT Solutions September 2013 - June 2015
Essig & Associates 2001 - September 2013
Diversified Investment Advisors January 2000 - January 2001
Education
Coe College 1995 — 1999
Bachelor of Arts (B.A.), Economics
Coe College 1995 — 1999
Bachelor of Arts (B.A.), Business Administration and Management, General
Patrick Kendall Patrick Kendall's Diversified Investment Advisors Experience June 2002 - December 2005
Job Regional Vice President Sales at OneAmerica Financial Partners Inc.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. June 2014 - Present
Transamerica Retirement Solutions April 2012 - May 2014
Diversified January 2006 - March 2012
Diversified Investment Advisors June 2002 - December 2005
MassMutual October 1989 - June 2002
Skills
401k, Mutual Funds, Retirement, Management, Defined Benefit, Defined Contribution, Pensions, Series 6, Retirement Plan..., Investments, International Pensions, Series 7, Retirement Planning, Series 63
Education
University of Pennsylvania - The Wharton School 2011 — 2012
Strategic Sales Leadership, Leading the Effective Sales Force
Dartmouth College 1985 — 1989
OneAmerica Financial Partners Inc. June 2014 - Present
Transamerica Retirement Solutions April 2012 - May 2014
Diversified January 2006 - March 2012
Diversified Investment Advisors June 2002 - December 2005
MassMutual October 1989 - June 2002
Skills
401k, Mutual Funds, Retirement, Management, Defined Benefit, Defined Contribution, Pensions, Series 6, Retirement Plan..., Investments, International Pensions, Series 7, Retirement Planning, Series 63
Education
University of Pennsylvania - The Wharton School 2011 — 2012
Strategic Sales Leadership, Leading the Effective Sales Force
Dartmouth College 1985 — 1989
Susan Conley Salice Susan Conley Salice's Diversified Investment Advisors Experience 1987 - 1997
Job Philanthropy Consultant
Industry Nonprofit Organization Management
Experience
Women's Leadership Council 2015 - Present
Linking Handlebars, Inc. August 2012 - Present
Catholic Charities of the Archdiocese of New York 2010 - Present
Endicott College 2010 - Present
The Windward School 2009 - Present
Helping Hands for the Homeless and Hungry 2009 - Present
Autism Speaks - Winged Foot annual golf and auction May 2007 - Present
Rwanda Education Assistance Project (REAP) 2007 - 2009
The Harvey School 2005 - 2009
Diversified Investment Advisors 1987 - 1997
Skills
Event Planning, Philanthropy, Fundraising, Non-profits, Volunteer Management, Board Development, Program Development, Community Outreach, Public Speaking, Event Management, Strategic Planning, Charities, Higher Education, Higher Education..., Sales, Networking, Recruiting, Youth Engagement, Nonprofits, Annual Giving, Stewardship, Grants, Non-profit..., Grant Writing, Marketing, Community Development, Leadership, Prospect Research, Leadership Development, Strategic Communications, Fundraisers, Community Organizing, Public Relations, Volunteer Training, Youth Development, Newsletters
Education
New York University 2008 — 2014
Master's Degree, Philanthropy and Fundraising
Leadership Westchester 2010 2000 — 2010
Fordham University 1978 — 1982
BS, Pyschology
Women's Leadership Council 2015 - Present
Linking Handlebars, Inc. August 2012 - Present
Catholic Charities of the Archdiocese of New York 2010 - Present
Endicott College 2010 - Present
The Windward School 2009 - Present
Helping Hands for the Homeless and Hungry 2009 - Present
Autism Speaks - Winged Foot annual golf and auction May 2007 - Present
Rwanda Education Assistance Project (REAP) 2007 - 2009
The Harvey School 2005 - 2009
Diversified Investment Advisors 1987 - 1997
Skills
Event Planning, Philanthropy, Fundraising, Non-profits, Volunteer Management, Board Development, Program Development, Community Outreach, Public Speaking, Event Management, Strategic Planning, Charities, Higher Education, Higher Education..., Sales, Networking, Recruiting, Youth Engagement, Nonprofits, Annual Giving, Stewardship, Grants, Non-profit..., Grant Writing, Marketing, Community Development, Leadership, Prospect Research, Leadership Development, Strategic Communications, Fundraisers, Community Organizing, Public Relations, Volunteer Training, Youth Development, Newsletters
Education
New York University 2008 — 2014
Master's Degree, Philanthropy and Fundraising
Leadership Westchester 2010 2000 — 2010
Fordham University 1978 — 1982
BS, Pyschology
Brian C. Francis Brian C. Francis's Diversified Investment Advisors Experience 1989 - 1997
Job Senior Director, Client Relationship Manager at MullinTBG
Industry Financial Services
Experience
MullinTBG, a Prudential Financial company July 2013 - Present
The Newport Group July 2008 - July 2013
ING U.S. October 2007 - June 2008
Hewitt Associates September 2005 - May 2007
Hewitt Associates September 1997 - September 2005
Diversified Investment Advisors 1989 - 1997
Skills
Deferred Compensation, Employee Benefits, CRM, Leadership, Defined Benefit, ERISA, Defined Contribution, Pensions, Operations Management, Project Management, Retirement Planning, Retirement, Retirement Plan..., Profit Sharing, People Development, Qualified Retirement..., Executive Pay, Benefits Administration, Outsourcing, Helping Clients Succeed, Helping Others Succeed, People Skills, Process Improvement, Pension Administration, Call Centers, Management, Series 63, Asset Allocation, Mutual Funds, Series 6, Human Resources, Vendor Management, Series 7, Client Counseling, Financial Services, Investments, Finance
Education
City University of New York-Herbert H. Lehman College 1990 — 1996
Bachelor's Degree, Accounting
MullinTBG, a Prudential Financial company July 2013 - Present
The Newport Group July 2008 - July 2013
ING U.S. October 2007 - June 2008
Hewitt Associates September 2005 - May 2007
Hewitt Associates September 1997 - September 2005
Diversified Investment Advisors 1989 - 1997
Skills
Deferred Compensation, Employee Benefits, CRM, Leadership, Defined Benefit, ERISA, Defined Contribution, Pensions, Operations Management, Project Management, Retirement Planning, Retirement, Retirement Plan..., Profit Sharing, People Development, Qualified Retirement..., Executive Pay, Benefits Administration, Outsourcing, Helping Clients Succeed, Helping Others Succeed, People Skills, Process Improvement, Pension Administration, Call Centers, Management, Series 63, Asset Allocation, Mutual Funds, Series 6, Human Resources, Vendor Management, Series 7, Client Counseling, Financial Services, Investments, Finance
Education
City University of New York-Herbert H. Lehman College 1990 — 1996
Bachelor's Degree, Accounting
Ruth Antonelli Ruth Antonelli's Diversified Investment Advisors Experience January 2006 - October 2009
Job Administrative Assistant at conEdison
Industry Food Production
Experience
Muffin but the Best March 2010 - Present
conEdison June 2013 - May 2015
The Osborn July 2012 - January 2013
Westchester Medical Center July 2011 - October 2011
Diversified Investment Advisors January 2006 - October 2009
Pentegra Retirement Services March 1997 - August 2005
Skills
Event Management, Administrative Support, Calendars, Excel, Customer Service, Vendor, Expenses, PowerPoint, Word, Conferences, Scheduling, Invoicing, Customer Relations, Outlook, Budgeting, Coordination, Administration, Microsoft Office, Microsoft Word, Microsoft Excel, System Administration, Administrative..., Strategic Planning, Employee Benefits, Social Media, Process Improvement
Education
Mercy College 1990 — 1994
Bachelor of Science, Management, Psychology
Muffin but the Best March 2010 - Present
conEdison June 2013 - May 2015
The Osborn July 2012 - January 2013
Westchester Medical Center July 2011 - October 2011
Diversified Investment Advisors January 2006 - October 2009
Pentegra Retirement Services March 1997 - August 2005
Skills
Event Management, Administrative Support, Calendars, Excel, Customer Service, Vendor, Expenses, PowerPoint, Word, Conferences, Scheduling, Invoicing, Customer Relations, Outlook, Budgeting, Coordination, Administration, Microsoft Office, Microsoft Word, Microsoft Excel, System Administration, Administrative..., Strategic Planning, Employee Benefits, Social Media, Process Improvement
Education
Mercy College 1990 — 1994
Bachelor of Science, Management, Psychology
Stacy May Stacy May's Diversified Investment Advisors Experience July 2002 - February 2003
Job IT Consultant at The Edmonton Construction Association
Industry Information Technology and Services
Experience
Tantus Solutions Group Inc. July 2015 - Present
The Edmonton Construction Association April 2015 - Present
Alberta Health and Wellness November 2006 - March 2015
Alberta Government Services August 2004 - October 2006
Alberta Health May 2004 - July 2004
Alberta Health March 2004 - April 2004
Alberta Health March 2003 - February 2004
Diversified Investment Advisors July 2002 - February 2003
Diversified Investment Advisors March 2001 - June 2002
Workers Compensation Board of Alberta October 2000 - February 2001
Skills
Agile Methodologies, Java Enterprise Edition, Enterprise Architecture, XML, Java, UML, SDLC, JSP, SOA, DB2, Architecture, Requirements Analysis, Web Services, Integration, Websphere, TDD, Solution Architecture, Design Patterns, Oracle, Unix, .NET, Requirements Gathering, SQL, Hibernate, Business Intelligence, C#
Education
Red Deer College 1994 — 1996
Computer Systems Technology, Computer Technology/Computer Systems Technology
Lethbridge Community College 1990 — 1991
Broadcast Communications, Radio and Television Broadcasting Technology/Technician
Tantus Solutions Group Inc. July 2015 - Present
The Edmonton Construction Association April 2015 - Present
Alberta Health and Wellness November 2006 - March 2015
Alberta Government Services August 2004 - October 2006
Alberta Health May 2004 - July 2004
Alberta Health March 2004 - April 2004
Alberta Health March 2003 - February 2004
Diversified Investment Advisors July 2002 - February 2003
Diversified Investment Advisors March 2001 - June 2002
Workers Compensation Board of Alberta October 2000 - February 2001
Skills
Agile Methodologies, Java Enterprise Edition, Enterprise Architecture, XML, Java, UML, SDLC, JSP, SOA, DB2, Architecture, Requirements Analysis, Web Services, Integration, Websphere, TDD, Solution Architecture, Design Patterns, Oracle, Unix, .NET, Requirements Gathering, SQL, Hibernate, Business Intelligence, C#
Education
Red Deer College 1994 — 1996
Computer Systems Technology, Computer Technology/Computer Systems Technology
Lethbridge Community College 1990 — 1991
Broadcast Communications, Radio and Television Broadcasting Technology/Technician
Alex Berne Alex Berne's Diversified Investment Advisors Experience February 2007 - July 2009
Job Service Representative at Social Security Administration
Industry Financial Services
Experience
Social Security Administration June 2012 - Present
Westchester Student Services October 2011 - June 2012
LDK Productions December 2009 - June 2011
Diversified Investment Advisors February 2007 - July 2009
Diversified Investment Advisors to Diversified Partners in Retirement Solutions January 2006 - February 2007
Skills
Series 63, Marketing, Training, Leadership, Insurance, Series 6, Outlook, Series 7, Social Media, Equities, Program Management, Mutual Funds, Customer Service, Strategic Planning
Education
Manhattanville College 1999 — 2003
Business Management, Business
Social Security Administration June 2012 - Present
Westchester Student Services October 2011 - June 2012
LDK Productions December 2009 - June 2011
Diversified Investment Advisors February 2007 - July 2009
Diversified Investment Advisors to Diversified Partners in Retirement Solutions January 2006 - February 2007
Skills
Series 63, Marketing, Training, Leadership, Insurance, Series 6, Outlook, Series 7, Social Media, Equities, Program Management, Mutual Funds, Customer Service, Strategic Planning
Education
Manhattanville College 1999 — 2003
Business Management, Business
Richard Rhymaun Richard Rhymaun's Diversified Investment Advisors Experience April 2003 - May 2005
Job Vice President Internal Sales at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions November 2014 - Present
Transamerica Retirement Solutions April 2011 - Present
John Hancock Life Insurance Company (U.S.A.) June 2010 - April 2011
Great-West Financial August 2008 - July 2010
Morgan Stanley November 2006 - July 2008
Morgan Stanley May 2005 - November 2006
Diversified Investment Advisors April 2003 - May 2005
Diversified Investment Advisors June 2000 - April 2003
Con Edison Solutions September 1998 - June 2000
Skills
401k, Retirement, Pensions, IRA's, Series 63, IRAs, Asset Managment, Retirement Planning, ERISA, Asset Allocation, Financial Services, Mutual Funds, Defined Contribution, Asset Management, Defined Benefit, Financial Advisory, Fixed Annuities, Insurance, Investments, Qualified Retirement..., Relationship Management, Series 6
Education
Loyola University New Orleans 1995 — 1997
Mercy College
BS, Organizational Management
Transamerica Retirement Solutions November 2014 - Present
Transamerica Retirement Solutions April 2011 - Present
John Hancock Life Insurance Company (U.S.A.) June 2010 - April 2011
Great-West Financial August 2008 - July 2010
Morgan Stanley November 2006 - July 2008
Morgan Stanley May 2005 - November 2006
Diversified Investment Advisors April 2003 - May 2005
Diversified Investment Advisors June 2000 - April 2003
Con Edison Solutions September 1998 - June 2000
Skills
401k, Retirement, Pensions, IRA's, Series 63, IRAs, Asset Managment, Retirement Planning, ERISA, Asset Allocation, Financial Services, Mutual Funds, Defined Contribution, Asset Management, Defined Benefit, Financial Advisory, Fixed Annuities, Insurance, Investments, Qualified Retirement..., Relationship Management, Series 6
Education
Loyola University New Orleans 1995 — 1997
Mercy College
BS, Organizational Management
Kelvyn Correa's Diversified Investment Advisors Experience June 1998 - December 1998
Job Director at Deutsche Bank
Industry Banking
Experience
Deutsche Bank June 2008 - Present
Alstom January 2006 - June 2008
Simon and Schuster January 2000 - September 2005
AFTRA 1999 - 2000
Diversified Investment Advisors June 1998 - December 1998
Skills
Bloomberg, Business Strategy, Capital Markets, Cash Flow, Corporate Finance, Equities, Finance, Financial Analysis, Derivatives, Financial Audits, Financial Markets, Financial Modeling, Financial Reporting, Fixed Income, Hedge Funds, IFRS, Internal Audit, Internal Controls, Investment Banking, Management, Managerial Finance, Portfolio Management, Project Finance, Treasury Management, Variance Analysis, Working Capital..., Risk Management
Education
Fordham Gabelli School of Business 2005 — 2008
MBA, Finance
Pace University-Pleasantville/Briarcliff Campus 1994 — 1998
BA, Finance
Deutsche Bank June 2008 - Present
Alstom January 2006 - June 2008
Simon and Schuster January 2000 - September 2005
AFTRA 1999 - 2000
Diversified Investment Advisors June 1998 - December 1998
Skills
Bloomberg, Business Strategy, Capital Markets, Cash Flow, Corporate Finance, Equities, Finance, Financial Analysis, Derivatives, Financial Audits, Financial Markets, Financial Modeling, Financial Reporting, Fixed Income, Hedge Funds, IFRS, Internal Audit, Internal Controls, Investment Banking, Management, Managerial Finance, Portfolio Management, Project Finance, Treasury Management, Variance Analysis, Working Capital..., Risk Management
Education
Fordham Gabelli School of Business 2005 — 2008
MBA, Finance
Pace University-Pleasantville/Briarcliff Campus 1994 — 1998
BA, Finance
Phyllis Nevins Phyllis Nevins's Diversified Investment Advisors Experience 1989 - Present
Job director at aegon
Industry Investment Management
Experience
aegon DirectorDIA1989 - Present
Diversified Investment Advisors 1989 - Present
Education
Manhattan College 1985 — 1990
College of Mount Saint Vincent 1985 — 1989
aegon DirectorDIA1989 - Present
Diversified Investment Advisors 1989 - Present
Education
Manhattan College 1985 — 1990
College of Mount Saint Vincent 1985 — 1989
Janet Henry, CMA, MBA Janet Henry, CMA, MBA's Diversified Investment Advisors Experience July 2004 - November 2005
Job Senior Financial Reporting Analyst at United Fire Group
Industry Accounting
Experience
United Fire Group August 2015 - Present
Kirkwood Community College August 2013 - Present
Transamerica Enterprise Business Services March 2013 - August 2015
Transamerica Life & Protection August 2009 - March 2013
AEGON Realty November 2005 - August 2009
Diversified Investment Advisors July 2004 - November 2005
Gazette Communications January 2000 - July 2004
Skills
Financial Reporting, Accounting, Finance, Financial Statements, Budgets, Research, Outlook, Journal Entries, Statutory Reporting, IFRS Reporting, Budget Preparation, Insurance, Spreadsheets, Advertising, Bookkeeping, Report Writing, Essbase, Policy Analysis, Ledger, Software Documentation, Teamwork, Financial Analysis, Microsoft Excel, Non-profits, Customer Service, Retail Supervisory..., Process improvement, Process Improvement..., Mentoring New Hires, Youth mentoring, Peer Mentoring, Accounting Research, annual statement..., Teaching Adults, Non-profit Leadership, Cross-functional Team..., Leadership, Classroom Instruction, Red Belt Certification, Variance Analysis, Financial Accounting, GAAP, General Ledger, Account Reconciliation, Sarbanes-Oxley Act, US GAAP, Implementation of..., Process Improvement, Team Building
Education
Mount Mercy University 2009 — 2011
MBA, Business
Mount Mercy College 2003 — 2005
BBS, Accounting, Business
Kirkwood Community College 1997 — 2000
Bachelor of Science, Applied Business
United Fire Group August 2015 - Present
Kirkwood Community College August 2013 - Present
Transamerica Enterprise Business Services March 2013 - August 2015
Transamerica Life & Protection August 2009 - March 2013
AEGON Realty November 2005 - August 2009
Diversified Investment Advisors July 2004 - November 2005
Gazette Communications January 2000 - July 2004
Skills
Financial Reporting, Accounting, Finance, Financial Statements, Budgets, Research, Outlook, Journal Entries, Statutory Reporting, IFRS Reporting, Budget Preparation, Insurance, Spreadsheets, Advertising, Bookkeeping, Report Writing, Essbase, Policy Analysis, Ledger, Software Documentation, Teamwork, Financial Analysis, Microsoft Excel, Non-profits, Customer Service, Retail Supervisory..., Process improvement, Process Improvement..., Mentoring New Hires, Youth mentoring, Peer Mentoring, Accounting Research, annual statement..., Teaching Adults, Non-profit Leadership, Cross-functional Team..., Leadership, Classroom Instruction, Red Belt Certification, Variance Analysis, Financial Accounting, GAAP, General Ledger, Account Reconciliation, Sarbanes-Oxley Act, US GAAP, Implementation of..., Process Improvement, Team Building
Education
Mount Mercy University 2009 — 2011
MBA, Business
Mount Mercy College 2003 — 2005
BBS, Accounting, Business
Kirkwood Community College 1997 — 2000
Bachelor of Science, Applied Business
Lynnette Jeffrey Lynnette Jeffrey's Diversified Investment Advisors Experience June 2004 - Present
Job Vice President, Client Compliance & Consulting Servcies at Transamerica Retirement Solutions
Industry Financial Services
Experience
Diversified Investment Advisors June 2004 - Present
Diversified Investment Advisors April 2001 - June 2004
Skills
Profit Sharing, Business Planning, 401k, Employee Benefits, Investments, Analysis, Project Management, Retirement, Mergers & Acquisitions, Management, ERISA, Series 63, Mutual Funds, Defined Benefit, Defined Contribution, Retirement Plan..., Series 6, Series 7, Pensions, FINRA, Financial Services, Asset Allocation, Retirement Planning, Qualified Retirement..., Series 24, Series 65
Education
University of Phoenix 2004 — 2006
MBA, Business Administration
Manhattanville College 1990 — 1994
BA, Mathematics (Major), Psychology, Spanish & Religion
Diversified Investment Advisors June 2004 - Present
Diversified Investment Advisors April 2001 - June 2004
Skills
Profit Sharing, Business Planning, 401k, Employee Benefits, Investments, Analysis, Project Management, Retirement, Mergers & Acquisitions, Management, ERISA, Series 63, Mutual Funds, Defined Benefit, Defined Contribution, Retirement Plan..., Series 6, Series 7, Pensions, FINRA, Financial Services, Asset Allocation, Retirement Planning, Qualified Retirement..., Series 24, Series 65
Education
University of Phoenix 2004 — 2006
MBA, Business Administration
Manhattanville College 1990 — 1994
BA, Mathematics (Major), Psychology, Spanish & Religion
Abdurrab Molla PhD DSCS MSCS MBA EE SCSA SCNA CQE Abdurrab Molla PhD DSCS MSCS MBA EE SCSA SCNA CQE's Diversified Investment Advisors Experience May 2011 - June 2012
Job Senior Systems Engineer at Bank of America
Industry Information Technology and Services
Experience
Bank of America July 2012 - Present
Diversified Investment Advisors May 2011 - June 2012
Direct Brands Inc. November 2010 - May 2011
Cablevision September 2009 - August 2010
Bank of Tokyo, New York City, New YorkJune, 2009 – November, 2009 July 2008 - August 2009
GE Capital July 2007 - June 2008
Globeop Financial Services, LLC July 2005 - June 2007
HSBC Bank USA and Verizon.com May 1995 - June 2005
Hazeltine US Dynamics Corporation April 1986 - May 1995
Samawa Cement Corporation, Samawa August 1979 - February 1982
Skills
Project Management, Windows Server, DB2, WebSphere Application..., JBoss Application Server, WebSphere MQ, Information Security, Performance Management, Oracle 10g, Oracle 11g,..., BladeLogic 8.3, Weblogic Administration, BigFix, IBM Tivoli, Apache Tomcat, Cassandra, Windows Sharepoint..., Supervisory Skills, DB2 for Z/OS, Engineering/Archetect:..., Budgeting, Consulting,..., Research, Development,..., Apache,BMC,CA,,Cablevisi..., Automation,..., Change..., Low Latency, High..., AIX(UNIX),..., Deployment:..., AWS, Cloudera,..., HADOOP, Map Reduce,..., Cisco Nesxus Routers,..., Programming: C, C++,..., Shell Scripting:..., RDBMS: Oracle, DB..., DNS,NIS,NIS+, LDAP,...
Education
Grand Canyon University 2008 — 2010
EdD (Doctor of Education: student), Doctor of Education
Warren National University 2005 — 2009
PhD, International Business Administration, 3.85
Rochville University 1997 — 2004
D.S.C.S. & M.S.C.S (Doctor of Science and Master of Science in Computer Science), Computer Science, 3.91 and 3.93
Polytechnic Institute 1984 — 1985
EE, Electrical Engineering
College of the Palm Beaches 1982 — 1985
MBA, Business Administration, 3.67
Bank of America July 2012 - Present
Diversified Investment Advisors May 2011 - June 2012
Direct Brands Inc. November 2010 - May 2011
Cablevision September 2009 - August 2010
Bank of Tokyo, New York City, New YorkJune, 2009 – November, 2009 July 2008 - August 2009
GE Capital July 2007 - June 2008
Globeop Financial Services, LLC July 2005 - June 2007
HSBC Bank USA and Verizon.com May 1995 - June 2005
Hazeltine US Dynamics Corporation April 1986 - May 1995
Samawa Cement Corporation, Samawa August 1979 - February 1982
Skills
Project Management, Windows Server, DB2, WebSphere Application..., JBoss Application Server, WebSphere MQ, Information Security, Performance Management, Oracle 10g, Oracle 11g,..., BladeLogic 8.3, Weblogic Administration, BigFix, IBM Tivoli, Apache Tomcat, Cassandra, Windows Sharepoint..., Supervisory Skills, DB2 for Z/OS, Engineering/Archetect:..., Budgeting, Consulting,..., Research, Development,..., Apache,BMC,CA,,Cablevisi..., Automation,..., Change..., Low Latency, High..., AIX(UNIX),..., Deployment:..., AWS, Cloudera,..., HADOOP, Map Reduce,..., Cisco Nesxus Routers,..., Programming: C, C++,..., Shell Scripting:..., RDBMS: Oracle, DB..., DNS,NIS,NIS+, LDAP,...
Education
Grand Canyon University 2008 — 2010
EdD (Doctor of Education: student), Doctor of Education
Warren National University 2005 — 2009
PhD, International Business Administration, 3.85
Rochville University 1997 — 2004
D.S.C.S. & M.S.C.S (Doctor of Science and Master of Science in Computer Science), Computer Science, 3.91 and 3.93
Polytechnic Institute 1984 — 1985
EE, Electrical Engineering
College of the Palm Beaches 1982 — 1985
MBA, Business Administration, 3.67
Jeff Sny's Diversified Investment Advisors Experience 2002 - 2004
Job Promoter of all things Charlotte. Trusted real estate advisor. Proud Michigan State alum. GO GREEN!
Industry Real Estate
Experience
Helen Adams Realty 2013 - Present
Mitratech 2012 - 2013
Gale, part of Cengage Learning 2005 - 2007
Diversified Investment Advisors 2002 - 2004
Munder Capital Management 1999 - 2001
Skills
CRM, SaaS, Sales, Selling, B2B, New Business Development, Enterprise Software, Account Management, Solution Selling, Building Relationships, Negotiation, Customer Retention, Strategic Planning, Sales Presentations, Budgets, Analysis, Real Estate, Residential Homes, Seller Representation, Buyer Representation, Investment Properties, Single Family Homes, New Home Sales, Listings, Relocation, First Time Home Buyers, Townhomes, Lakefront Homes, Land Acquisition
Education
Michigan State University
BA, Finance
Helen Adams Realty 2013 - Present
Mitratech 2012 - 2013
Gale, part of Cengage Learning 2005 - 2007
Diversified Investment Advisors 2002 - 2004
Munder Capital Management 1999 - 2001
Skills
CRM, SaaS, Sales, Selling, B2B, New Business Development, Enterprise Software, Account Management, Solution Selling, Building Relationships, Negotiation, Customer Retention, Strategic Planning, Sales Presentations, Budgets, Analysis, Real Estate, Residential Homes, Seller Representation, Buyer Representation, Investment Properties, Single Family Homes, New Home Sales, Listings, Relocation, First Time Home Buyers, Townhomes, Lakefront Homes, Land Acquisition
Education
Michigan State University
BA, Finance
Annmarie Gordon Annmarie Gordon's Diversified Investment Advisors Experience 1993 - 1995
Job Senior TEM Consultant / Solutions Architect at Tangoe
Industry Information Technology and Services
Experience
Symphony Teleca (now Tangoe) July 2010 - Present
New Rochelle Humane Society September 2008 - July 2010
Pfizer 2004 - September 2008
Pfizer 2001 - 2004
Pfizer 1999 - 2001
Pfizer 1998 - 1999
Citizens Utilities 1995 - 1998
Citizens Utilities 1995 - 1998
Diversified Investment Advisors 1993 - 1995
Diversified Investment Advisors 1991 - 1993
Skills
ITIL, Telecommunications, SDLC, Visio, Unified Communications, Vendor Management, Software Implementation..., Security, PMP, Information Technology, IP, Project Management, Call Centers, Disaster Recovery, Troubleshooting, Cisco Technologies, Management, Enterprise Software, Networking, Software Implementation, Program Management
Education
Manhattanville College 1982 — 1986
BA, Mathematics
Symphony Teleca (now Tangoe) July 2010 - Present
New Rochelle Humane Society September 2008 - July 2010
Pfizer 2004 - September 2008
Pfizer 2001 - 2004
Pfizer 1999 - 2001
Pfizer 1998 - 1999
Citizens Utilities 1995 - 1998
Citizens Utilities 1995 - 1998
Diversified Investment Advisors 1993 - 1995
Diversified Investment Advisors 1991 - 1993
Skills
ITIL, Telecommunications, SDLC, Visio, Unified Communications, Vendor Management, Software Implementation..., Security, PMP, Information Technology, IP, Project Management, Call Centers, Disaster Recovery, Troubleshooting, Cisco Technologies, Management, Enterprise Software, Networking, Software Implementation, Program Management
Education
Manhattanville College 1982 — 1986
BA, Mathematics
Jamie Kilpatrick Jamie Kilpatrick's Diversified Investment Advisors Experience February 1996 - April 2001
Job Club Director at ASA Club Max Volleyball
Industry Financial Services
Experience
Cabela's June 2015 - Present
ASA Club Max Volleyball July 2011 - June 2015
Diversified Investment Advisors February 1996 - April 2001
Overhead Door Corporation February 1991 - February 1996
Skills
Investments, Pensions, Account Management, Sales Management, Team Building, Retirement Planning, P&L Budget Management, Marketing, Communication, Strategic Planning, Coaching, Management, Leadership, Selling, New Business Development, Social Media, Customer Service, Event Planning, Sales
Education
Baylor University - Hankamer School of Business 1987 — 1990
BBA, Marketing, Management
Cabela's June 2015 - Present
ASA Club Max Volleyball July 2011 - June 2015
Diversified Investment Advisors February 1996 - April 2001
Overhead Door Corporation February 1991 - February 1996
Skills
Investments, Pensions, Account Management, Sales Management, Team Building, Retirement Planning, P&L Budget Management, Marketing, Communication, Strategic Planning, Coaching, Management, Leadership, Selling, New Business Development, Social Media, Customer Service, Event Planning, Sales
Education
Baylor University - Hankamer School of Business 1987 — 1990
BBA, Marketing, Management
Stacie Henry Stacie Henry's Diversified Investment Advisors Experience November 2006 - November 2010
Job Senior Relationship Manager at Prudential Financial
Industry Financial Services
Experience
Prudential Financial September 2013 - Present
Transamerica Retirement Solutions November 2010 - September 2013
Diversified Investment Advisors November 2006 - November 2010
Diversified Investment Advisors October 2002 - November 2006
Principal Financial Group September 1999 - 2002
Principal Financial Group August 1997 - September 1999
Principal Financial Group May 1996 - August 1997
Skills
Retirement Planning, 401k, Customer Service, Management, Defined Benefit, Retirement, Series 6, Retirement Plan..., ERISA, Defined Contribution, Relationship Management, Financial Services, Asset Allocation, Qualified Retirement..., Investments, Insurance, Securities, FINRA, Life, Business Relationship..., Retirement Savings
Education
Kirkwood Community College 2010 — 2010
Emergency Medical Technician - Basic, Emergency Care Attendant (EMT Ambulance), A
Upper Iowa University 1999 — 2001
BS, Human Resource Management
Prudential Financial September 2013 - Present
Transamerica Retirement Solutions November 2010 - September 2013
Diversified Investment Advisors November 2006 - November 2010
Diversified Investment Advisors October 2002 - November 2006
Principal Financial Group September 1999 - 2002
Principal Financial Group August 1997 - September 1999
Principal Financial Group May 1996 - August 1997
Skills
Retirement Planning, 401k, Customer Service, Management, Defined Benefit, Retirement, Series 6, Retirement Plan..., ERISA, Defined Contribution, Relationship Management, Financial Services, Asset Allocation, Qualified Retirement..., Investments, Insurance, Securities, FINRA, Life, Business Relationship..., Retirement Savings
Education
Kirkwood Community College 2010 — 2010
Emergency Medical Technician - Basic, Emergency Care Attendant (EMT Ambulance), A
Upper Iowa University 1999 — 2001
BS, Human Resource Management
Celeste Hill Celeste Hill's Diversified Investment Advisors Experience January 2004 - October 2008
Job IT Specialist at Veterans Health Administration
Industry Information Technology and Services
Experience
Veterans Health Administration September 2009 - Present
IBD with Strongbrook 2014 - 2014
Diversified Investment Advisors January 2004 - October 2008
Diversified Investment Advisors January 2001 - December 2003
Diversified Investment Advisors 1992 - 2000
Skills
Program Management, DB2, Microsoft SQL Server, Visual Basic, Java, Testing, Leadership, Project Management, Management, Disaster Recovery, JavaScript, Databases, SDLC, Analysis, Data Analysis, UML, Software Project..., Process Improvement
Education
Borough of Manhattan Community College 1990 — 1992
AAS, Computer Science
Iona College
BA, Computer Science
Veterans Health Administration September 2009 - Present
IBD with Strongbrook 2014 - 2014
Diversified Investment Advisors January 2004 - October 2008
Diversified Investment Advisors January 2001 - December 2003
Diversified Investment Advisors 1992 - 2000
Skills
Program Management, DB2, Microsoft SQL Server, Visual Basic, Java, Testing, Leadership, Project Management, Management, Disaster Recovery, JavaScript, Databases, SDLC, Analysis, Data Analysis, UML, Software Project..., Process Improvement
Education
Borough of Manhattan Community College 1990 — 1992
AAS, Computer Science
Iona College
BA, Computer Science
Senada Omerovic Senada Omerovic's Diversified Investment Advisors Experience March 2008 - November 2008
Job Intermediate Accountant at TRS
Industry Accounting
Experience
Transamerica Retirement Solutions November 2008 - Present
Diversified Investment Advisors March 2008 - November 2008
MBIA October 2007 - August 2008
Skills
Financial Reporting, Strategic Financial..., Financial Analysis, Bloomberg, Investments, Accounting, Asset Management, Due Diligence, Financial Services, Mutual Funds, Risk Management, Microsoft Excel, Account Reconciliation, Microsoft Word, Microsoft Office, Financial Accounting, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
BBA, Finance
University at Albany, SUNY 2003 — 2005
Accounting
Transamerica Retirement Solutions November 2008 - Present
Diversified Investment Advisors March 2008 - November 2008
MBIA October 2007 - August 2008
Skills
Financial Reporting, Strategic Financial..., Financial Analysis, Bloomberg, Investments, Accounting, Asset Management, Due Diligence, Financial Services, Mutual Funds, Risk Management, Microsoft Excel, Account Reconciliation, Microsoft Word, Microsoft Office, Financial Accounting, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
BBA, Finance
University at Albany, SUNY 2003 — 2005
Accounting
Steve Kjar Steve Kjar's Diversified Investment Advisors Experience March 2003 - July 2010
Job 401(k), Defined Contribution, Defined Benefit Retirement Plan and Employee Benefits Consultant, Risk Management Broker
Industry Investment Management
Experience
Lockton Companies July 2010 - Present
Diversified Investment Advisors March 2003 - July 2010
MFS Investment Management July 1999 - March 2003
Principal Financial Group May 1988 - June 1999
Mammel Schropp Swartzbaugh Engler Jones May 1985 - May 1988
Principal Financial Group 1981 - 1985
Skills
401k, Retirement Plan..., Defined Benefit, Defined Contribution, Fiduciary Risk...
Education
Coe College 1977 — 1981
BA, Economics and Business Administraton
Lockton Companies July 2010 - Present
Diversified Investment Advisors March 2003 - July 2010
MFS Investment Management July 1999 - March 2003
Principal Financial Group May 1988 - June 1999
Mammel Schropp Swartzbaugh Engler Jones May 1985 - May 1988
Principal Financial Group 1981 - 1985
Skills
401k, Retirement Plan..., Defined Benefit, Defined Contribution, Fiduciary Risk...
Education
Coe College 1977 — 1981
BA, Economics and Business Administraton
Gavin Walsh Gavin Walsh's Diversified Investment Advisors Experience May 2006 - May 2007
Job Manager, Information Systems at GiveDirectly
Industry Nonprofit Organization Management
Experience
GiveDirectly August 2015 - Present
Bridgewater Associates September 2012 - July 2015
Bridgewater Associates May 2010 - August 2012
Bridgewater Associates May 2008 - May 2010
Diversified Investment Advisors May 2006 - May 2007
Purchase College Association, Inc. September 2005 - May 2006
Skills
Analytics, Portfolio Management, Risk Management, Trading, Microsoft Excel, Fixed Income, SQL, Matlab
Education
Fordham University 2007 — 2008
Master's degree, Quantitative Finance, 3.85
SUNY Purchase 2003 — 2007
Bachelor of Arts (B.A.), Economics and Psychology, 3.75
GiveDirectly August 2015 - Present
Bridgewater Associates September 2012 - July 2015
Bridgewater Associates May 2010 - August 2012
Bridgewater Associates May 2008 - May 2010
Diversified Investment Advisors May 2006 - May 2007
Purchase College Association, Inc. September 2005 - May 2006
Skills
Analytics, Portfolio Management, Risk Management, Trading, Microsoft Excel, Fixed Income, SQL, Matlab
Education
Fordham University 2007 — 2008
Master's degree, Quantitative Finance, 3.85
SUNY Purchase 2003 — 2007
Bachelor of Arts (B.A.), Economics and Psychology, 3.75
Susan Travis Susan Travis's Diversified Investment Advisors Experience October 2000 - October 2002
Job Major Donor and Corporate Relations Director at Hope Ministries
Industry Fund-Raising
Experience
Hope Ministries July 2014 - Present
Farmers Savings Bank & Trust November 2006 - June 2014
New Horizons/Novations Training Solutions November 2002 - July 2004
Diversified Investment Advisors October 2000 - October 2002
Farm Bureau Financial Services December 1990 - June 1993
Skills
Marketing, Relationship Management, Customer Service, Banking, Travel Planning, Customer Satisfaction, Management, Leadership, Group Training, Insurance, Negotiation, Training, Customer Relations, Individual & Group..., Team Building, Event Planning, Public Speaking, Strategic Planning, Nonprofits, Sales Management, Budgets, Social Media, Fundraising
Education
Iowa State University 1982 — 1985
Merchandising, Marketing
Kirkwood Community College
Associate of Arts and Sciences (A.A.S.) and Associate of Arts degree, Merchandising and Paralegal Studies
Hope Ministries July 2014 - Present
Farmers Savings Bank & Trust November 2006 - June 2014
New Horizons/Novations Training Solutions November 2002 - July 2004
Diversified Investment Advisors October 2000 - October 2002
Farm Bureau Financial Services December 1990 - June 1993
Skills
Marketing, Relationship Management, Customer Service, Banking, Travel Planning, Customer Satisfaction, Management, Leadership, Group Training, Insurance, Negotiation, Training, Customer Relations, Individual & Group..., Team Building, Event Planning, Public Speaking, Strategic Planning, Nonprofits, Sales Management, Budgets, Social Media, Fundraising
Education
Iowa State University 1982 — 1985
Merchandising, Marketing
Kirkwood Community College
Associate of Arts and Sciences (A.A.S.) and Associate of Arts degree, Merchandising and Paralegal Studies
Denise DiGrandi Stonsby Denise DiGrandi Stonsby's Diversified Investment Advisors Experience 1989 - 1998
Job Organizational & Management Development Sr. Manager
Industry Consumer Goods
Experience
PepsiCo January 2010 - Present
Pepsi Bottling Group/Pepsi Beverages Company January 2005 - January 2010
Pepsi Bottling Group May 2001 - December 2005
Pepsi Bottling Group October 1998 - April 2001
Oxford Health Plans 1997 - 1998
Diversified Investment Advisors 1989 - 1998
Skills
Employee Engagement, Career Development, Organizational..., Organizational..., Change Management, Program Management, Talent Management, Business Analysis, Performance Management, Leadership, Training, Cross-functional Team..., Management Development, Vendor Management, Succession Planning
Education
Pace University - Lubin School of Business
MBA, Organizational Behavior
Le Moyne College
BS, Math / Management
PepsiCo January 2010 - Present
Pepsi Bottling Group/Pepsi Beverages Company January 2005 - January 2010
Pepsi Bottling Group May 2001 - December 2005
Pepsi Bottling Group October 1998 - April 2001
Oxford Health Plans 1997 - 1998
Diversified Investment Advisors 1989 - 1998
Skills
Employee Engagement, Career Development, Organizational..., Organizational..., Change Management, Program Management, Talent Management, Business Analysis, Performance Management, Leadership, Training, Cross-functional Team..., Management Development, Vendor Management, Succession Planning
Education
Pace University - Lubin School of Business
MBA, Organizational Behavior
Le Moyne College
BS, Math / Management
Kate Easley's Diversified Investment Advisors Experience October 2005 - October 2007
Job Director, Special Market Sales & Business Development at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica October 2014 - Present
Transamerica September 2013 - September 2014
Transamerica December 2005 - September 2013
Diversified Investment Advisors October 2005 - October 2007
Diversified Investment Advisors November 2004 - October 2005
Skills
401k, Retirement, Pensions, Defined Benefit, Asset Allocation, Retirement Planning, Mutual Funds, Investments, Series 63, CRM
Education
Ithaca College 2000 — 2004
Bachelor's degree, Economics
Transamerica October 2014 - Present
Transamerica September 2013 - September 2014
Transamerica December 2005 - September 2013
Diversified Investment Advisors October 2005 - October 2007
Diversified Investment Advisors November 2004 - October 2005
Skills
401k, Retirement, Pensions, Defined Benefit, Asset Allocation, Retirement Planning, Mutual Funds, Investments, Series 63, CRM
Education
Ithaca College 2000 — 2004
Bachelor's degree, Economics
Kenneth Lajoie's Diversified Investment Advisors Experience January 2002 - April 2011
Job Director, Head of Institutional Sales Operations at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
TIAA-CREF April 2011 - May 2014
Diversified Investment Advisors January 2002 - April 2011
Skills
Service Implementation, Financial Services, Project Management, Process Improvement, Program Management, Management, Investments, Leadership, Sales Operations, Relationship Management, Business Process..., Employee Benefits
Education
Central Connecticut State University 1984 — 1988
Accounting and Business/Management
South Catholic High School 1980 — 1984
TIAA-CREF May 2014 - Present
TIAA-CREF April 2011 - May 2014
Diversified Investment Advisors January 2002 - April 2011
Skills
Service Implementation, Financial Services, Project Management, Process Improvement, Program Management, Management, Investments, Leadership, Sales Operations, Relationship Management, Business Process..., Employee Benefits
Education
Central Connecticut State University 1984 — 1988
Accounting and Business/Management
South Catholic High School 1980 — 1984
Bohdan Bissonette Bohdan Bissonette's Diversified Investment Advisors Experience May 2005 - February 2006
Job Business Development at Alkeon Capital Management
Industry Investment Management
Experience
Alkeon Capital Management September 2015 - Present
Allianz Global Investors April 2011 - September 2015
Morgan Stanley Wealth Management February 2006 - April 2011
Diversified Investment Advisors May 2005 - February 2006
Skills
Investments, Mutual Funds, Retirement, Retirement Planning, Risk Management, Series 7, Alternative Investments, Asset Allocation, Wealth Management, Financial Services, Securities, Investment Advisory
Education
Manhattan College 2000 — 2004
Bachelor of Science (BS), Finance, General
Alkeon Capital Management September 2015 - Present
Allianz Global Investors April 2011 - September 2015
Morgan Stanley Wealth Management February 2006 - April 2011
Diversified Investment Advisors May 2005 - February 2006
Skills
Investments, Mutual Funds, Retirement, Retirement Planning, Risk Management, Series 7, Alternative Investments, Asset Allocation, Wealth Management, Financial Services, Securities, Investment Advisory
Education
Manhattan College 2000 — 2004
Bachelor of Science (BS), Finance, General
Cary E Cornette Cary E Cornette's Diversified Investment Advisors Experience 2010 - 2012
Job Financial Advisor, CRPC®
Industry Financial Services
Experience
Coastal Federal Credit Union February 2014 - January 2015
Aflac 2015 - 2015
Aflac 2015 - 2015
Aflac 2015 - 2015
Edward Jones 2013 - 2014
Diversified Investment Advisors 2010 - 2012
Cornette Wealth Management 2002 - 2009
Quintiles 1991 - 1999
Skills
Series 24, Series 6, Series 7, Series 63, Series 65, Series 66, Registered Investment..., CRPC, Compliance, Financial Planning, Financial Services, Retirement Planning, Qualified Retirement..., IRAs, Investments, Budgets, Public Speaking, Software Development, Microsoft Office, PowerPoint, Microsoft Excel
Education
Armstrong Atlantic State University 1982 — 1990
BGS, Computer Science
Coastal Federal Credit Union February 2014 - January 2015
Aflac 2015 - 2015
Aflac 2015 - 2015
Aflac 2015 - 2015
Edward Jones 2013 - 2014
Diversified Investment Advisors 2010 - 2012
Cornette Wealth Management 2002 - 2009
Quintiles 1991 - 1999
Skills
Series 24, Series 6, Series 7, Series 63, Series 65, Series 66, Registered Investment..., CRPC, Compliance, Financial Planning, Financial Services, Retirement Planning, Qualified Retirement..., IRAs, Investments, Budgets, Public Speaking, Software Development, Microsoft Office, PowerPoint, Microsoft Excel
Education
Armstrong Atlantic State University 1982 — 1990
BGS, Computer Science
Gary Tompkins Gary Tompkins's Diversified Investment Advisors Experience 1994 - 1997
Job Experienced Finance Professional
Industry Retail
Experience
Tory Burch June 2012 - Present
Consultant 2008 - June 2012
ANN INC. (formerly Ann Taylor Stores Inc.) 2004 - 2008
ANN INC. 2001 - 2004
TSR Wireless 1997 - 2001
Diversified Investment Advisors 1994 - 1997
Xerox 1992 - 1994
Skills
Financial Analysis, Budget Management, Strategic Planning, Cost Management, Forecasting, Sales Analytics, Project Management, Financial Modeling, Budgeting, Process Improvement, Business Planning, Business Strategy, Analysis, Budgets, Business Analytics, Finance, Leadership, Team Building, Management, Retail
Education
Fordham Gabelli School of Business
MBA, Finance
Lehigh University
BA, International Relations
Tory Burch June 2012 - Present
Consultant 2008 - June 2012
ANN INC. (formerly Ann Taylor Stores Inc.) 2004 - 2008
ANN INC. 2001 - 2004
TSR Wireless 1997 - 2001
Diversified Investment Advisors 1994 - 1997
Xerox 1992 - 1994
Skills
Financial Analysis, Budget Management, Strategic Planning, Cost Management, Forecasting, Sales Analytics, Project Management, Financial Modeling, Budgeting, Process Improvement, Business Planning, Business Strategy, Analysis, Budgets, Business Analytics, Finance, Leadership, Team Building, Management, Retail
Education
Fordham Gabelli School of Business
MBA, Finance
Lehigh University
BA, International Relations
Brian Cullinan Brian Cullinan's Diversified Investment Advisors Experience January 2008 - October 2009
Job College Unit Director/Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2012 - Present
Northwestern Mutual October 2009 - Present
Diversified Investment Advisors January 2008 - October 2009
Skills
Retirement Planning, Securities, Long Term Care Insurance, Asset Management, Financial Risk, Life Insurance, Series 63, Financial Planning, Asset Allocation, 401k, Wealth Management, Risk Management
Education
Iona College 2003 — 2007
BBA, Finance
Archbishop Stepinac High School 1999 — 2003
Northwestern Mutual June 2012 - Present
Northwestern Mutual October 2009 - Present
Diversified Investment Advisors January 2008 - October 2009
Skills
Retirement Planning, Securities, Long Term Care Insurance, Asset Management, Financial Risk, Life Insurance, Series 63, Financial Planning, Asset Allocation, 401k, Wealth Management, Risk Management
Education
Iona College 2003 — 2007
BBA, Finance
Archbishop Stepinac High School 1999 — 2003
Catherine (Cari) Cardaci Catherine (Cari) Cardaci's Diversified Investment Advisors Experience November 1997 - January 2000
Job Chief Marketing Officer at Van Eck Global | Market Vectors ETFs
Industry Investment Management
Experience
Van Eck Global Market Vectors ETFs November 2014 - Present
SYNA Creatives LLC January 2013 - November 2014
HSBC Global Asset Management 2007 - December 2012
Western Asset Management January 2004 - July 2007
Citigroup Asset Management August 2004 - November 2005
BlackRock June 2002 - August 2004
Zurich Scudder Investments January 2000 - April 2002
Diversified Investment Advisors November 1997 - January 2000
AIG Global Investment Corp. March 1996 - November 1997
Bankers Trust Company January 1990 - March 1996
Skills
Asset Management, Emerging Markets, Marketing Strategy, Marketing Communications, Marketing, Investor Relations, Marketing Management, Media Relations, Brand Development, Brand Management, Branding & Identity
Education
Bucknell University
Bachelor's Degree, Business Administration and Finance
Van Eck Global Market Vectors ETFs November 2014 - Present
SYNA Creatives LLC January 2013 - November 2014
HSBC Global Asset Management 2007 - December 2012
Western Asset Management January 2004 - July 2007
Citigroup Asset Management August 2004 - November 2005
BlackRock June 2002 - August 2004
Zurich Scudder Investments January 2000 - April 2002
Diversified Investment Advisors November 1997 - January 2000
AIG Global Investment Corp. March 1996 - November 1997
Bankers Trust Company January 1990 - March 1996
Skills
Asset Management, Emerging Markets, Marketing Strategy, Marketing Communications, Marketing, Investor Relations, Marketing Management, Media Relations, Brand Development, Brand Management, Branding & Identity
Education
Bucknell University
Bachelor's Degree, Business Administration and Finance
Marie Ann Egan Marie Ann Egan's Diversified Investment Advisors Experience May 2006 - February 2007
Job Real Estate Salesperson at Houlihan Lawrence
Industry Real Estate
Experience
Houlihan Lawrence July 2013 - Present
Better Homes and Gardens Real Estate - Rand Realty October 2007 - July 2013
Diversified Investment Advisors May 2006 - February 2007
Diversified Investment Advisors March 2002 - May 2006
Diversified Investment Advisors June 2000 - March 2002
Central Park Realty Group March 1997 - May 2000
Skills
Sellers, First Time Home Buyers, Relocation, Condos, Buyer Representation, Real Estate, Single Family Homes, Short Sales, New Home Sales, Rentals, Investment Properties, Referrals, Residential Homes, Investors, Real Estate Transactions
Education
Iona College 1996 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Houlihan Lawrence July 2013 - Present
Better Homes and Gardens Real Estate - Rand Realty October 2007 - July 2013
Diversified Investment Advisors May 2006 - February 2007
Diversified Investment Advisors March 2002 - May 2006
Diversified Investment Advisors June 2000 - March 2002
Central Park Realty Group March 1997 - May 2000
Skills
Sellers, First Time Home Buyers, Relocation, Condos, Buyer Representation, Real Estate, Single Family Homes, Short Sales, New Home Sales, Rentals, Investment Properties, Referrals, Residential Homes, Investors, Real Estate Transactions
Education
Iona College 1996 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Nick Logan Nick Logan's Diversified Investment Advisors Experience 2005 - 2006
Job Senior Associate at Indus Capital
Industry Financial Services
Experience
Indus Capital February 2011 - Present
Team Mossman Events May 2010 - Present
Prime Endurance Multisport July 2007 - Present
Greenwich YMCA January 2011 - June 2014
Endurance Films Racing Team August 2011 - November 2013
360 Fitness February 2010 - June 2012
Quiznos August 2010 - December 2010
Plainfield Asset Management April 2007 - December 2010
Shenkman Capital Management January 2006 - April 2007
Diversified Investment Advisors 2005 - 2006
Skills
Coaching, Event Management, Excel, Hedge Funds, Microsoft Office, Problem Solving, Social Media, Business Strategy, Event Planning, Promotions, Eze Castle, Triathlon, Collateral Management, Options, Fixed Income, Trading, Derivatives, Time Management, Equities, Microsoft Excel, Investments, Asset Management, Finance, Mutual Funds, Securities
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2006
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 2000 — 2002
BS, Finance
Binghamton University 1999 — 2000
Saint Francis Prep 1994 — 1999
JHS 194
Indus Capital February 2011 - Present
Team Mossman Events May 2010 - Present
Prime Endurance Multisport July 2007 - Present
Greenwich YMCA January 2011 - June 2014
Endurance Films Racing Team August 2011 - November 2013
360 Fitness February 2010 - June 2012
Quiznos August 2010 - December 2010
Plainfield Asset Management April 2007 - December 2010
Shenkman Capital Management January 2006 - April 2007
Diversified Investment Advisors 2005 - 2006
Skills
Coaching, Event Management, Excel, Hedge Funds, Microsoft Office, Problem Solving, Social Media, Business Strategy, Event Planning, Promotions, Eze Castle, Triathlon, Collateral Management, Options, Fixed Income, Trading, Derivatives, Time Management, Equities, Microsoft Excel, Investments, Asset Management, Finance, Mutual Funds, Securities
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2006
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 2000 — 2002
BS, Finance
Binghamton University 1999 — 2000
Saint Francis Prep 1994 — 1999
JHS 194
Kimberly Flemm's Diversified Investment Advisors Experience April 1996 - April 1999
Job VP, Customer Experience Leader
Industry Financial Services
Experience
MetLife March 2015 - Present
Guardian Life Insurance Company July 2000 - December 2014
Guardian Life July 2000 - December 2014
PwC (Now ACS/Xerox) April 1999 - July 2000
Diversified Investment Advisors April 1996 - April 1999
Mutual Benefit Life Insurance Company November 1981 - April 1996
Skills
Call Center, Client Services, Customer Relations, Annuities, Customer Service, Succession Planning, 401k, 403b, IRAs, 457 Plans, Operations Management, Talent Management, Talent Developer, Financial Services, Employee Benefits, Call Centers, Fixed Annuities, Retirement, Leadership, 403 b, Management, CRM, Risk Management, Executive Management, Insurance, Mutual Funds, Vendor Management, Relationship Management, Process Improvement
Education
Bloomfield College 1995 — 1997
Business Administration, Management and Information Systems
New Jersey City University 1981 — 1981
Journalism
Saint Cecilia's High School 1977 — 1981
High School, High School/Secondary Diplomas and Certificates
MetLife March 2015 - Present
Guardian Life Insurance Company July 2000 - December 2014
Guardian Life July 2000 - December 2014
PwC (Now ACS/Xerox) April 1999 - July 2000
Diversified Investment Advisors April 1996 - April 1999
Mutual Benefit Life Insurance Company November 1981 - April 1996
Skills
Call Center, Client Services, Customer Relations, Annuities, Customer Service, Succession Planning, 401k, 403b, IRAs, 457 Plans, Operations Management, Talent Management, Talent Developer, Financial Services, Employee Benefits, Call Centers, Fixed Annuities, Retirement, Leadership, 403 b, Management, CRM, Risk Management, Executive Management, Insurance, Mutual Funds, Vendor Management, Relationship Management, Process Improvement
Education
Bloomfield College 1995 — 1997
Business Administration, Management and Information Systems
New Jersey City University 1981 — 1981
Journalism
Saint Cecilia's High School 1977 — 1981
High School, High School/Secondary Diplomas and Certificates
Fred Dutcher Fred Dutcher's Diversified Investment Advisors Experience 1992 - 1999
Job VP Sr. Retirement Consultant at American Pensions, Inc.
Industry Financial Services
Experience
American Pensions, Inc. 2009 - Present
New York Life 2006 - 2008
Hand Benefits & Trust 2005 - 2006
Wachovia 1999 - 2005
Diversified Investment Advisors 1992 - 1999
Ogle & Waters 1989 - 1992
T. Rowe Price 1987 - 1989
Skills
401k, Insurance, Securities, Retirement Planning, 401k Rollovers, Retirement, Fiduciary, ERISA, Fixed Income, Business Planning, Mutual Funds, Valuation, Pensions, Investment Advisory
Education
Frostburg State University 1984 — 1987
B.S., Finance
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American Pensions, Inc. 2009 - Present
New York Life 2006 - 2008
Hand Benefits & Trust 2005 - 2006
Wachovia 1999 - 2005
Diversified Investment Advisors 1992 - 1999
Ogle & Waters 1989 - 1992
T. Rowe Price 1987 - 1989
Skills
401k, Insurance, Securities, Retirement Planning, 401k Rollovers, Retirement, Fiduciary, ERISA, Fixed Income, Business Planning, Mutual Funds, Valuation, Pensions, Investment Advisory
Education
Frostburg State University 1984 — 1987
B.S., Finance
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bishop walsh
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Maria-Elena Spina Maria-Elena Spina's Diversified Investment Advisors Experience March 1996 - July 2004
Job Dell Services Clinical Analyst @ PHELPS Memorial Hospital
Industry Information Technology and Services
Experience
Dell Services April 2010 - Present
CSC April 2010 - November 2010
Emerging Health Information Technology October 2009 - April 2010
Emerging Health Information Technology September 2006 - October 2009
DIVERSIFIED INVESTMENT ADVISORS March 1996 - July 2004
RCG Information Technology January 1990 - March 1996
UPS November 1995 - February 1996
Reader's Digest March 1990 - November 1995
Skills
HL7, Informatics, SharePoint, Hospitals, SDLC, EMR, XML, Requirements Analysis, Software Documentation, Troubleshooting, Technical Support, Clinical Research, Microsoft Excel, Business Analysis, Ambulatory, Meditech, EHR, Testing, HIPAA, Programming, Visual Basic, Healthcare Information..., SQL, Visio, Inpatient, Program Management, Enterprise Software, Integration, Java, Business Requirements, CPOE, COBOL, Process Improvement, Project Management, Healthcare, Critical Care, Software Project..., Software Implementation, Health Information..., Systems Analysis
Education
De La Salle University 1978 — 1982
Bachelors of Arts, Major in Physics
De La Salle University 1978 — 1982
Bachelor of Science in Commerce, Major in Marketing Management
Dell Services April 2010 - Present
CSC April 2010 - November 2010
Emerging Health Information Technology October 2009 - April 2010
Emerging Health Information Technology September 2006 - October 2009
DIVERSIFIED INVESTMENT ADVISORS March 1996 - July 2004
RCG Information Technology January 1990 - March 1996
UPS November 1995 - February 1996
Reader's Digest March 1990 - November 1995
Skills
HL7, Informatics, SharePoint, Hospitals, SDLC, EMR, XML, Requirements Analysis, Software Documentation, Troubleshooting, Technical Support, Clinical Research, Microsoft Excel, Business Analysis, Ambulatory, Meditech, EHR, Testing, HIPAA, Programming, Visual Basic, Healthcare Information..., SQL, Visio, Inpatient, Program Management, Enterprise Software, Integration, Java, Business Requirements, CPOE, COBOL, Process Improvement, Project Management, Healthcare, Critical Care, Software Project..., Software Implementation, Health Information..., Systems Analysis
Education
De La Salle University 1978 — 1982
Bachelors of Arts, Major in Physics
De La Salle University 1978 — 1982
Bachelor of Science in Commerce, Major in Marketing Management
Douglas Morris's Diversified Investment Advisors Experience 1998 - 2008
Job Senior Vice President Lockton Investment Advisors
Industry Financial Services
Experience
Lockton Investment Advisors February 2008 - Present
Diversified Investment Advisors 1998 - 2008
Skills
Retirement Plan..., Defined Benefit, 401k, 403 b, Retirement, Retirement Planning, Financial Advisory, Series 65, ERISA, Pensions, Investment Advisory, Employee Benefits, Investments, Mutual Funds, Asset Allocation, Series 63, FINRA, Risk Management, Insurance, Mergers & Acquisitions, Defined Contribution
Education
Ball State University - College of Business 1983 — 1987
BS, Business, Public Relations
Lockton Investment Advisors February 2008 - Present
Diversified Investment Advisors 1998 - 2008
Skills
Retirement Plan..., Defined Benefit, 401k, 403 b, Retirement, Retirement Planning, Financial Advisory, Series 65, ERISA, Pensions, Investment Advisory, Employee Benefits, Investments, Mutual Funds, Asset Allocation, Series 63, FINRA, Risk Management, Insurance, Mergers & Acquisitions, Defined Contribution
Education
Ball State University - College of Business 1983 — 1987
BS, Business, Public Relations
Bob Vyskocil Bob Vyskocil's Diversified Investment Advisors Experience March 1986 - May 2010
Job Executive Director at Port Chester Housing Authority
Industry Financial Services
Experience
Port Chester Housing Authority March 2013 - Present
Diversified Investment Advisors March 1986 - May 2010
Skills
CRM, Retail, Retirement, Management, New Business Development, Outsourcing, Budgets, Project Management, Retirement Planning, Leadership, Management Consulting, Risk Management, Financial Services, Customer Service
Education
Dominican College of Blauvelt 1980 — 1984
Bachelor of Science, Social Sciences
Port Chester Housing Authority March 2013 - Present
Diversified Investment Advisors March 1986 - May 2010
Skills
CRM, Retail, Retirement, Management, New Business Development, Outsourcing, Budgets, Project Management, Retirement Planning, Leadership, Management Consulting, Risk Management, Financial Services, Customer Service
Education
Dominican College of Blauvelt 1980 — 1984
Bachelor of Science, Social Sciences
Steve Venable, CFA Steve Venable, CFA's Diversified Investment Advisors Experience January 2009 - February 2010
Job Senior Account Executive at Diversified Investment Advisors
Industry Investment Management
Experience
Diversified Investment Advisors January 2009 - February 2010
American Express / Amerprise / Wachovia Retirement Services 2004 - December 2008
Midwest Pension Conference 2007 - 2008
U.S. Bank Institutional Services January 1998 - December 2002
Boatmen's Trust Company January 1994 - January 1998
Skills
Asset Management, Investments, Asset Allocation, Portfolio Management, Investment Strategies, Mutual Funds, Due Diligence, Client Service, Series 63, Series 7, Customer Relations, Securities, Retirement, Capital Markets, Economics, 401k, Research, Fixed Income, Equities, Investment Advisory, Alternative Investments, Financial Services, Retirement Planning, Discrete Mathematics, Combinatorics
Education
Kennesaw State University 2013 — 2015
Master of Arts, Mathematics Teacher Education, 6 - 12
Saint Louis University 1994 — 1997
MBA, Business
Southern Illinois University, Edwardsville 1992 — 1994
Master of Arts, Economics
Southeast Missouri State University 1986 — 1990
BS, Business and Economics
Diversified Investment Advisors January 2009 - February 2010
American Express / Amerprise / Wachovia Retirement Services 2004 - December 2008
Midwest Pension Conference 2007 - 2008
U.S. Bank Institutional Services January 1998 - December 2002
Boatmen's Trust Company January 1994 - January 1998
Skills
Asset Management, Investments, Asset Allocation, Portfolio Management, Investment Strategies, Mutual Funds, Due Diligence, Client Service, Series 63, Series 7, Customer Relations, Securities, Retirement, Capital Markets, Economics, 401k, Research, Fixed Income, Equities, Investment Advisory, Alternative Investments, Financial Services, Retirement Planning, Discrete Mathematics, Combinatorics
Education
Kennesaw State University 2013 — 2015
Master of Arts, Mathematics Teacher Education, 6 - 12
Saint Louis University 1994 — 1997
MBA, Business
Southern Illinois University, Edwardsville 1992 — 1994
Master of Arts, Economics
Southeast Missouri State University 1986 — 1990
BS, Business and Economics
Don Cruver's Diversified Investment Advisors Experience May 2004 - June 2005
Job Software Engineer at Connexta
Industry Computer Software
Experience
SkyTouch Technology February 2015 - September 2015
About.com February 2014 - February 2015
Major League Baseball March 2008 - February 2014
Topcoder, Inc. September 2005 - January 2008
Diversified Investment Advisors May 2004 - June 2005
PepsiCo June 2002 - May 2004
Tallan September 1998 - November 2001
Skills
Object Oriented Design, Java Enterprise Edition, Unix, Oracle, SOA, Java, UML, SQL, Tomcat, Relational Data Modeling, Weblogic, Spring, Spring Integration, SpringSource, JBoss BRMS, JBoss Application Server, DB2, Software Development, Agile Project Management, JDBC, Spring Framework, REST, Integration, Web Services, Databases, XML, Agile Methodologies, OOP, Architecture, JMS, JSON, Web Development, PL/SQL, MongoDB, Data Modeling, Software Engineering, Bash, Scrum
Education
Chapman University 1994 — 1998
Bachelor of Science (B.S.)
SkyTouch Technology February 2015 - September 2015
About.com February 2014 - February 2015
Major League Baseball March 2008 - February 2014
Topcoder, Inc. September 2005 - January 2008
Diversified Investment Advisors May 2004 - June 2005
PepsiCo June 2002 - May 2004
Tallan September 1998 - November 2001
Skills
Object Oriented Design, Java Enterprise Edition, Unix, Oracle, SOA, Java, UML, SQL, Tomcat, Relational Data Modeling, Weblogic, Spring, Spring Integration, SpringSource, JBoss BRMS, JBoss Application Server, DB2, Software Development, Agile Project Management, JDBC, Spring Framework, REST, Integration, Web Services, Databases, XML, Agile Methodologies, OOP, Architecture, JMS, JSON, Web Development, PL/SQL, MongoDB, Data Modeling, Software Engineering, Bash, Scrum
Education
Chapman University 1994 — 1998
Bachelor of Science (B.S.)
Akara Elsbach's Diversified Investment Advisors Experience January 1997 - June 1998
Job AVP, RFP Project Manager
Industry Insurance
Experience
Marsh April 2011 - Present
Longfellow Investment Management August 2006 - April 2010
Sun Life Financial February 2001 - August 2006
Attunity Inc. June 2000 - February 2001
Diversified Investment Advisors January 1997 - June 1998
Skills
Direct Marketing, New Business Development, Cross-functional Team..., Project Management, Salesforce.com, Sales, Insurance, Strategy, Nonprofits, PowerPoint, Access, Microsoft Word, Marketing Management, Relationship Marketing, Word, Excel, ROI Management, Mentoring, Cross Functional Team..., Commercial Insurance, Knowledge Management, Financial Analysis, Financial Services, Risk Management, Marketing Strategy
Education
D'Amore-McKim School of Business at Northeastern University 1998 — 2000
MBA, Business
University of Massachusetts, Amherst
BA, History
Briarcliff High School
Marsh April 2011 - Present
Longfellow Investment Management August 2006 - April 2010
Sun Life Financial February 2001 - August 2006
Attunity Inc. June 2000 - February 2001
Diversified Investment Advisors January 1997 - June 1998
Skills
Direct Marketing, New Business Development, Cross-functional Team..., Project Management, Salesforce.com, Sales, Insurance, Strategy, Nonprofits, PowerPoint, Access, Microsoft Word, Marketing Management, Relationship Marketing, Word, Excel, ROI Management, Mentoring, Cross Functional Team..., Commercial Insurance, Knowledge Management, Financial Analysis, Financial Services, Risk Management, Marketing Strategy
Education
D'Amore-McKim School of Business at Northeastern University 1998 — 2000
MBA, Business
University of Massachusetts, Amherst
BA, History
Briarcliff High School
Paul Mazzacano's Diversified Investment Advisors Experience 1994 - 2001
Job Global Head of Manager Research at PineBridge Investments
Industry Investment Management
Experience
PineBridge Investments November 2007 - Present
AIG Investments May 2001 - April 2010
Diversified Investment Advisors 1994 - 2001
Skills
Management, Finance, Fund Of Funds, Portfolio Management, Fixed Income, Alternative Investments, Asset Management, Investment Management, Quantitative Analytics, Hedge Funds, Equities, Investments, Bloomberg, Asset Allocation, Mutual Funds, Private Equity
Education
Hagan School of Business, Iona College 1996 — 1998
MBA, Finance
Fordham University
PineBridge Investments November 2007 - Present
AIG Investments May 2001 - April 2010
Diversified Investment Advisors 1994 - 2001
Skills
Management, Finance, Fund Of Funds, Portfolio Management, Fixed Income, Alternative Investments, Asset Management, Investment Management, Quantitative Analytics, Hedge Funds, Equities, Investments, Bloomberg, Asset Allocation, Mutual Funds, Private Equity
Education
Hagan School of Business, Iona College 1996 — 1998
MBA, Finance
Fordham University
Jennifer (Medina) Batchelar's Diversified Investment Advisors Experience September 1996 - September 1998
Job Recruiter
Industry Internet
Experience
mFoundry January 2006 - January 2008
NOVO/Blue Marble (presently Arc Worldwide) 2000 - 2005
Monday Technology Solutions 1998 - 2000
Diversified Investment Advisors September 1996 - September 1998
Skills
Talent Management, Onboarding, Marketing, Human Resources, Technical Recruiting
Education
Manhattanville College 1992 — 1996
BA, Finance
mFoundry January 2006 - January 2008
NOVO/Blue Marble (presently Arc Worldwide) 2000 - 2005
Monday Technology Solutions 1998 - 2000
Diversified Investment Advisors September 1996 - September 1998
Skills
Talent Management, Onboarding, Marketing, Human Resources, Technical Recruiting
Education
Manhattanville College 1992 — 1996
BA, Finance
Tiffany Tippins, M.B.A.'s Diversified Investment Advisors Experience October 2008 - August 2012
Job CEO, Impactful Wealth Solutions Group
Industry Financial Services
Experience
Impactful Wealth Solutions September 2012 - Present
Diversified Investment Advisors October 2008 - August 2012
LSE Financial Group LLC September 2005 - October 2008
Small Business Resource Center March 2006 - September 2007
Allied Home Mortgage August 2004 - December 2006
Maryland Consumer Rights Coalition March 2003 - December 2005
MetLife Financial Services January 2004 - September 2005
Washington Hospital Center February 2001 - September 2003
Education
Drexel University - College of Business and Administration 2011 — 2013
Master of Business Administration (MBA), Entrepreneurship & Innovation
IAE Business School- Argentina 2012 — 2012
Master's degree, International Business
Hampton University 1994 — 1998
Liberal Arts, Sociology
Reeths Puffer
High Dchool Diploma
Impactful Wealth Solutions September 2012 - Present
Diversified Investment Advisors October 2008 - August 2012
LSE Financial Group LLC September 2005 - October 2008
Small Business Resource Center March 2006 - September 2007
Allied Home Mortgage August 2004 - December 2006
Maryland Consumer Rights Coalition March 2003 - December 2005
MetLife Financial Services January 2004 - September 2005
Washington Hospital Center February 2001 - September 2003
Education
Drexel University - College of Business and Administration 2011 — 2013
Master of Business Administration (MBA), Entrepreneurship & Innovation
IAE Business School- Argentina 2012 — 2012
Master's degree, International Business
Hampton University 1994 — 1998
Liberal Arts, Sociology
Reeths Puffer
High Dchool Diploma
Sarah Constantine's Diversified Investment Advisors Experience January 2007 - June 2007
Job Senior Associate at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company December 2010 - Present
New York Life Insurance Company December 2008 - December 2010
Swiss Re June 2007 - December 2008
Diversified Investment Advisors January 2007 - June 2007
AIG June 2004 - December 2006
Skills
Actuarial Science, Insurance, Financial Analysis, Microsoft Excel, Data Analysis
Education
Marist College 2000 — 2004
BA, Mathematics, Computer Science
University of Limerick 2003 — 2003
New York Life Insurance Company December 2010 - Present
New York Life Insurance Company December 2008 - December 2010
Swiss Re June 2007 - December 2008
Diversified Investment Advisors January 2007 - June 2007
AIG June 2004 - December 2006
Skills
Actuarial Science, Insurance, Financial Analysis, Microsoft Excel, Data Analysis
Education
Marist College 2000 — 2004
BA, Mathematics, Computer Science
University of Limerick 2003 — 2003
James Wann's Diversified Investment Advisors Experience May 2006 - July 2006
Job Senior Programmer/Analyst at Massachusetts General Hospital
Industry Information Technology and Services
Experience
Massachusetts General Hospital July 2013 - Present
SonomedEscalon October 2010 - June 2013
Genscape, Inc. September 2007 - October 2010
Diversified Investment Advisors May 2006 - July 2006
Diversified Investment Advisors May 2005 - August 2005
Verizon Communications July 2000 - July 2003
Skills
Databases, C# 4.0, Analysis, Microsoft SQL Server, Testing
Education
Cornell University 1999 — 2000
M.Eng., Computer Science
Cornell University 1994 — 1999
B.S., Computer Science
Tufts University 2005 — 2008
M.A., Philosophy
Gordon-Conwell Theological Seminary 2003 — 2005
M.A., Theology
Massachusetts General Hospital July 2013 - Present
SonomedEscalon October 2010 - June 2013
Genscape, Inc. September 2007 - October 2010
Diversified Investment Advisors May 2006 - July 2006
Diversified Investment Advisors May 2005 - August 2005
Verizon Communications July 2000 - July 2003
Skills
Databases, C# 4.0, Analysis, Microsoft SQL Server, Testing
Education
Cornell University 1999 — 2000
M.Eng., Computer Science
Cornell University 1994 — 1999
B.S., Computer Science
Tufts University 2005 — 2008
M.A., Philosophy
Gordon-Conwell Theological Seminary 2003 — 2005
M.A., Theology
Jami Wysota's Diversified Investment Advisors Experience December 2005 - April 2013
Job Vice President, New Business Installation at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions April 2013 - Present
Diversified Investment Advisors December 2005 - April 2013
Diversified Investment Advisors, Inc. September 1999 - December 2005
Diversified Investment Advisors, Inc. June 1995 - September 1999
Skills
Retirement, 401k, Series 63, Mutual Funds, Pensions, Retirement Planning, Investments, Defined Benefit, Relationship Management, Fixed Annuities, Asset Allocation, Retirement Plan..., Series 6, Financial Services, Retirement Plan..., Transition Management, 403 b
Education
Hofstra University 1988 — 1992
Hofstra University 1988 — 1992
Bachelor's degree, English Language and Literature, General
Transamerica Retirement Solutions April 2013 - Present
Diversified Investment Advisors December 2005 - April 2013
Diversified Investment Advisors, Inc. September 1999 - December 2005
Diversified Investment Advisors, Inc. June 1995 - September 1999
Skills
Retirement, 401k, Series 63, Mutual Funds, Pensions, Retirement Planning, Investments, Defined Benefit, Relationship Management, Fixed Annuities, Asset Allocation, Retirement Plan..., Series 6, Financial Services, Retirement Plan..., Transition Management, 403 b
Education
Hofstra University 1988 — 1992
Hofstra University 1988 — 1992
Bachelor's degree, English Language and Literature, General
April Mellen's Diversified Investment Advisors Experience March 2002 - June 2007
Job Retired Financial Services Professional
Industry Financial Services
Experience
..... March 2008 - January 2012
Diversified Investment Advisors March 2002 - June 2007
Allmerica Financial (the former State Mutual) June 1973 - December 2001
Skills
401k, Retirement, Retirement Planning, Mutual Funds, Asset Allocation
Education
Assumption College
..... March 2008 - January 2012
Diversified Investment Advisors March 2002 - June 2007
Allmerica Financial (the former State Mutual) June 1973 - December 2001
Skills
401k, Retirement, Retirement Planning, Mutual Funds, Asset Allocation
Education
Assumption College
Christina Fegan's Diversified Investment Advisors Experience May 2004 - March 2007
Job Director at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions August 2014 - Present
Transamerica Retirement Solutions September 2012 - August 2014
Diversified March 2007 - September 2012
Diversified Investment Advisors May 2004 - March 2007
Skills
Series 6, 401k, Relationship Management
Education
Fairfield University 1993 — 1997
BA, Communications
Transamerica Retirement Solutions August 2014 - Present
Transamerica Retirement Solutions September 2012 - August 2014
Diversified March 2007 - September 2012
Diversified Investment Advisors May 2004 - March 2007
Skills
Series 6, 401k, Relationship Management
Education
Fairfield University 1993 — 1997
BA, Communications
Rob Vetere's Diversified Investment Advisors Experience DirThe MONY Group1976 - 1993
Job Sr. Vice President at Diversified Retirement Corporation
Industry Financial Services
Experience
Diversified Investment Advisors DirThe MONY Group1976 - 1993
Education
Baruch College, City University of New York (CUNY)
Diversified Investment Advisors DirThe MONY Group1976 - 1993
Education
Baruch College, City University of New York (CUNY)
Courtney (Lange) Hollis's Diversified Investment Advisors Experience August 2009 - Present
Job Senior Data Consultant at Diversified Investment Advisors
Industry Information Technology and Services
Experience
Diversified Investment Advisors August 2009 - Present
Health Dialog December 2007 - August 2009
CitiStreet March 2007 - December 2007
Fidelity Investments July 2006 - March 2007
Fidelity Investments July 2002 - July 2006
Education
College of the Holy Cross 1998 — 2002
Economics/Pre-Med
Diversified Investment Advisors August 2009 - Present
Health Dialog December 2007 - August 2009
CitiStreet March 2007 - December 2007
Fidelity Investments July 2006 - March 2007
Fidelity Investments July 2002 - July 2006
Education
College of the Holy Cross 1998 — 2002
Economics/Pre-Med
Zsuzsanna Kimball (Dobos)'s Diversified Investment Advisors Experience April 2003 - August 2008
Job Data Security Manager and Analyst at Harvard University
Industry Financial Services
Experience
Harvard University August 2009 - Present
Harvard University September 2008 - August 2009
Diversified Investment Advisors April 2003 - August 2008
Watson Wyatt January 2001 - March 2003
Education
Harvard University 2004 — 2008
ALM, Mathematics for Teaching
Berea College 1996 — 2000
B.A., Economics, Mathematics
University of California, Berkeley 1999 — 1999
Harvard University August 2009 - Present
Harvard University September 2008 - August 2009
Diversified Investment Advisors April 2003 - August 2008
Watson Wyatt January 2001 - March 2003
Education
Harvard University 2004 — 2008
ALM, Mathematics for Teaching
Berea College 1996 — 2000
B.A., Economics, Mathematics
University of California, Berkeley 1999 — 1999
Pam Erenberg's Diversified Investment Advisors Experience September 1997 - March 2000
Job RFP Global Business Development at BlueBay Asset Management
Industry Investment Management
Experience
BlueBay Asset Management May 2014 - Present
Cutwater Asset Management July 2010 - May 2014
AXA Investment Managers April 2007 - July 2010
JPMorgan Asset Management March 2002 - April 2007
Deutsche Asset Management 2000 - 2002
Diversified Investment Advisors September 1997 - March 2000
Skills
RFP, Investments, Client Service, Fixed Income, Customer Relations, New Business Development, Excel, Proposal Writing, Due Diligence, PowerPoint, Microsoft Office, Word, Marketing Communications, Real Estate, Investor Relations, Asset Managment, Asset Management, Financial Services, CRM, Managing Database, Finance, Leadership, Hedge Funds, Strategy
Education
Manhattanville College
BA, Mathematics, 3.75
BlueBay Asset Management May 2014 - Present
Cutwater Asset Management July 2010 - May 2014
AXA Investment Managers April 2007 - July 2010
JPMorgan Asset Management March 2002 - April 2007
Deutsche Asset Management 2000 - 2002
Diversified Investment Advisors September 1997 - March 2000
Skills
RFP, Investments, Client Service, Fixed Income, Customer Relations, New Business Development, Excel, Proposal Writing, Due Diligence, PowerPoint, Microsoft Office, Word, Marketing Communications, Real Estate, Investor Relations, Asset Managment, Asset Management, Financial Services, CRM, Managing Database, Finance, Leadership, Hedge Funds, Strategy
Education
Manhattanville College
BA, Mathematics, 3.75
Julie Jarabek's Diversified Investment Advisors Experience June 2001 - July 2009
Job Associate Vice President Client Relationship Development
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2000 - Present
Diversified and Transamerica Retirement Services February 2010 - May 2012
Transamerica Retirement Services July 2009 - February 2010
Diversified Investment Advisors June 2001 - July 2009
Transamerica March 1999 - June 2000
Mutual of Omaha 1995 - 1999
Skills
401k, Defined Benefit, Series 6, Retirement, Series 63, Pensions, Investments, Retirement Planning, Profit Sharing, Asset Allocation, Management, Fixed Income, Leadership, Relationship Management, Series 24, Financial Services, Uniform Combined State..., Strategic Financial..., Wealth Management, Defined Contribution, Budgets, Securities, FINRA, Investment Strategies, Series 65, Variable Annuities, Health Insurance, 403 b, Financial Markets, Bonds, New Business Development, Qualified Retirement...
Education
Illinois Wesleyan University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Sociology as a second major
Lyons Township High School 1973 — 1977
Transamerica Retirement Solutions June 2000 - Present
Diversified and Transamerica Retirement Services February 2010 - May 2012
Transamerica Retirement Services July 2009 - February 2010
Diversified Investment Advisors June 2001 - July 2009
Transamerica March 1999 - June 2000
Mutual of Omaha 1995 - 1999
Skills
401k, Defined Benefit, Series 6, Retirement, Series 63, Pensions, Investments, Retirement Planning, Profit Sharing, Asset Allocation, Management, Fixed Income, Leadership, Relationship Management, Series 24, Financial Services, Uniform Combined State..., Strategic Financial..., Wealth Management, Defined Contribution, Budgets, Securities, FINRA, Investment Strategies, Series 65, Variable Annuities, Health Insurance, 403 b, Financial Markets, Bonds, New Business Development, Qualified Retirement...
Education
Illinois Wesleyan University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Sociology as a second major
Lyons Township High School 1973 — 1977
Doug Keith's Diversified Investment Advisors Experience 1991 - 1998
Job Director, Business Development at GMO
Industry Investment Management
Experience
GMO 2006 - Present
Special Olympics Massachusetts 2006 - 2014
Loomis Sayles 2003 - 2006
CDC IXIS 1999 - 2003
Diversified Investment Advisors 1991 - 1998
Aetna 1987 - 1991
Skills
Alternative Investments, Hedge Funds, Asset Managment, Mutual Funds, Fixed Income, Equities, Investments, Asset Allocation, Series 7, Investment Strategies, Capital Markets, Venture Capital
Education
Dartmouth College 1983 — 1987
BA, Economics/Government
Minnechaug Regional High School 1980 — 1983
GMO 2006 - Present
Special Olympics Massachusetts 2006 - 2014
Loomis Sayles 2003 - 2006
CDC IXIS 1999 - 2003
Diversified Investment Advisors 1991 - 1998
Aetna 1987 - 1991
Skills
Alternative Investments, Hedge Funds, Asset Managment, Mutual Funds, Fixed Income, Equities, Investments, Asset Allocation, Series 7, Investment Strategies, Capital Markets, Venture Capital
Education
Dartmouth College 1983 — 1987
BA, Economics/Government
Minnechaug Regional High School 1980 — 1983
Cherith Harrison's Diversified Investment Advisors Experience November 1994 - October 1998
Job Senior Manager, Marketing Communications at Calvert Investments
Industry Financial Services
Experience
Calvert Investments January 2011 - Present
Calvert Investments January 2011 - March 2014
Brookside Consultants October 1998 - January 2011
Diversified Investment Advisors November 1994 - October 1998
The Dreyfus Corporation August 1989 - June 1993
Merrill Lynch April 1985 - August 1989
Skills
Strategy, Marketing Communications, Marketing Strategy, Marketing, Public Relations, Financial Services, Email Marketing, Business Planning, Investments, Advertising, Integrated Marketing, Mutual Funds, Product Development, Online Marketing, Direct Marketing, Creative Direction, Asset Managment, Internal Communications, Strategic Communications, Social Media Marketing, Management, Finance, Wealth Management, Strategic Planning, Retirement Planning, Equities, Alternative Investments, Sales
Education
Michigan State University 1977 — 1981
B.A., Economics
Wall High School
Calvert Investments January 2011 - Present
Calvert Investments January 2011 - March 2014
Brookside Consultants October 1998 - January 2011
Diversified Investment Advisors November 1994 - October 1998
The Dreyfus Corporation August 1989 - June 1993
Merrill Lynch April 1985 - August 1989
Skills
Strategy, Marketing Communications, Marketing Strategy, Marketing, Public Relations, Financial Services, Email Marketing, Business Planning, Investments, Advertising, Integrated Marketing, Mutual Funds, Product Development, Online Marketing, Direct Marketing, Creative Direction, Asset Managment, Internal Communications, Strategic Communications, Social Media Marketing, Management, Finance, Wealth Management, Strategic Planning, Retirement Planning, Equities, Alternative Investments, Sales
Education
Michigan State University 1977 — 1981
B.A., Economics
Wall High School
Cheryl Stanger's Diversified Investment Advisors Experience May 2010 - February 2013
Job Relationship Manager, ASPire Financial Services
Industry Financial Services
Experience
Diversified Investment Advisors May 2010 - February 2013
Matthews Benefit Group, Inc. February 2010 - April 2010
Transamerica Life Insurance Company October 2008 - February 2010
United American Insurance September 2007 - October 2008
Proactive Busines Group, Inc. dba Hawaiian Pools June 2003 - May 2008
AEGON 2000 - 2003
Ceridian Retirement Plan Services, Inc. June 1998 - May 2000
T Rowe Price 1995 - 1998
Skills
Fixed Annuities, Mutual Funds, Insurance, Investments, IRAs, Marketing, Life Insurance, 401k, Retirement Planning, Health Insurance, Employee Benefits, Term Life Insurance, Financial Services, Series 63, Strategic Financial...
Education
Eckerd College 1994 — 1995
B.A. in Business Administration, Management
St. Petersburg College 1987 — 1988
AA, Business Administration
Diversified Investment Advisors May 2010 - February 2013
Matthews Benefit Group, Inc. February 2010 - April 2010
Transamerica Life Insurance Company October 2008 - February 2010
United American Insurance September 2007 - October 2008
Proactive Busines Group, Inc. dba Hawaiian Pools June 2003 - May 2008
AEGON 2000 - 2003
Ceridian Retirement Plan Services, Inc. June 1998 - May 2000
T Rowe Price 1995 - 1998
Skills
Fixed Annuities, Mutual Funds, Insurance, Investments, IRAs, Marketing, Life Insurance, 401k, Retirement Planning, Health Insurance, Employee Benefits, Term Life Insurance, Financial Services, Series 63, Strategic Financial...
Education
Eckerd College 1994 — 1995
B.A. in Business Administration, Management
St. Petersburg College 1987 — 1988
AA, Business Administration
Laura Jewell, AIF®, CEBS's Diversified Investment Advisors Experience May 2004 - July 2008
Job Senior Account Manager
Industry Financial Services
Experience
Alerus Financial July 2008 - Present
Diversified Investment Advisors May 2004 - July 2008
Nationwide Financial 1999 - 2002
Copeland Companies January 1996 - January 1999
Independent Plan Coordinators January 1994 - January 1996
Skills
401k, Pensions, ERISA, Series 63, Investment Advisory, Retirement Planning, Mutual Funds, Investments, Employee Benefits, Wealth Management, Retirement, Insurance, Strategic Financial..., Series 65, Defined Benefit, Asset Managment, Portfolio Management, Retirement Plan..., Series 6, Series 7, Relationship Management
Education
Franklin University 1995 — 1999
Masters of Business Administration, Technology Management
The Ohio State University 1988 — 1992
Bachelor of Arts, History
Alerus Financial July 2008 - Present
Diversified Investment Advisors May 2004 - July 2008
Nationwide Financial 1999 - 2002
Copeland Companies January 1996 - January 1999
Independent Plan Coordinators January 1994 - January 1996
Skills
401k, Pensions, ERISA, Series 63, Investment Advisory, Retirement Planning, Mutual Funds, Investments, Employee Benefits, Wealth Management, Retirement, Insurance, Strategic Financial..., Series 65, Defined Benefit, Asset Managment, Portfolio Management, Retirement Plan..., Series 6, Series 7, Relationship Management
Education
Franklin University 1995 — 1999
Masters of Business Administration, Technology Management
The Ohio State University 1988 — 1992
Bachelor of Arts, History
Dev Barron's Diversified Investment Advisors Experience Client ExecutiveTransamerica Retirement SolutionsSeptember 2014 - Present
Job Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Diversified Investment Advisors Client ExecutiveTransamerica Retirement SolutionsSeptember 2014 - Present
Skills
Management, 401k, Financial Services, Series 63, Retirement, Retirement Planning, Customer Service, Leadership, Strategic Planning, Relationship Management
Education
Lake Forest College 1986 — 1989
Bachelor's degree, Business
Diversified Investment Advisors Client ExecutiveTransamerica Retirement SolutionsSeptember 2014 - Present
Skills
Management, 401k, Financial Services, Series 63, Retirement, Retirement Planning, Customer Service, Leadership, Strategic Planning, Relationship Management
Education
Lake Forest College 1986 — 1989
Bachelor's degree, Business
Jean F. George, CC's Diversified Investment Advisors Experience 2002 - 2010
Job Transition Consultant at Transamerica Retirement Solutions
Industry Investment Management
Experience
Transamerica Retirement Solutions August 2002 - Present
Diversified Investment Advisors 2002 - 2010
Morgan Stanley May 2000 - November 2001
Benefit Services Corporation 1998 - 2000
First Data Corporation May 1995 - June 1998
Nations Bank 1995 - 1997
Nations Bank 1995 - 1997
Nations Bank 1995 - 1997
Bankers Trust New York (Now Deutsche Bank AG) September 1994 - May 1995
Chemical Bank (Now JP Morgan Chase) September 1984 - September 1994
Skills
Series 6, Public Speaking, Series 63, 401k, Retirement Plan..., Employee Benefits, Asset Management, Financial Services, Investments, FINRA, Retirement Planning, Pensions, Retirement, Mutual Funds, Defined Benefit, Asset Allocation, MS Excel Pivot Tables, MS Word, MS Powerpoint, Defined Contribution, Profit Sharing, Securities, Manage Client...
Education
City University of New York-Baruch College - Zicklin School of Business 1985 — 1993
Bachelor In Business Administration, Human Resource and Information Systems
Baruch Collge
BBA, Business Administration and Management, General
Transamerica Retirement Solutions August 2002 - Present
Diversified Investment Advisors 2002 - 2010
Morgan Stanley May 2000 - November 2001
Benefit Services Corporation 1998 - 2000
First Data Corporation May 1995 - June 1998
Nations Bank 1995 - 1997
Nations Bank 1995 - 1997
Nations Bank 1995 - 1997
Bankers Trust New York (Now Deutsche Bank AG) September 1994 - May 1995
Chemical Bank (Now JP Morgan Chase) September 1984 - September 1994
Skills
Series 6, Public Speaking, Series 63, 401k, Retirement Plan..., Employee Benefits, Asset Management, Financial Services, Investments, FINRA, Retirement Planning, Pensions, Retirement, Mutual Funds, Defined Benefit, Asset Allocation, MS Excel Pivot Tables, MS Word, MS Powerpoint, Defined Contribution, Profit Sharing, Securities, Manage Client...
Education
City University of New York-Baruch College - Zicklin School of Business 1985 — 1993
Bachelor In Business Administration, Human Resource and Information Systems
Baruch Collge
BBA, Business Administration and Management, General
Brodie Wood's Diversified Investment Advisors Experience January 2010 - Present
Job VP, National Practice Leader NFP Markets, Sales Manager Institutional Markets at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions January 2015 - Present
Transamerica Retirement Solutions January 2013 - Present
Diversified Investment Advisors January 2010 - Present
Diversified Investment Advisors July 2008 - January 2010
Fidelity Investments October 1997 - July 2008
Fidelity Investments Tax-Exempt Market 2001 - 2008
Skills
401k, Leadership, Mutual Funds, Sales, Retirement, Investments, Financial Services, Investment Advisory, Wealth Management, Employee Benefits, Relationship Management, Retirement Planning, Series 63, Series 7, Budgets, Pensions, Securities, Series 6, Asset Allocation, Asset Management, Defined Benefit
Education
Brigham Young University 2000 — 2002
MBA, Business
Utah State University 1994 — 1997
BA, Spanish and Business
Transamerica Retirement Solutions January 2015 - Present
Transamerica Retirement Solutions January 2013 - Present
Diversified Investment Advisors January 2010 - Present
Diversified Investment Advisors July 2008 - January 2010
Fidelity Investments October 1997 - July 2008
Fidelity Investments Tax-Exempt Market 2001 - 2008
Skills
401k, Leadership, Mutual Funds, Sales, Retirement, Investments, Financial Services, Investment Advisory, Wealth Management, Employee Benefits, Relationship Management, Retirement Planning, Series 63, Series 7, Budgets, Pensions, Securities, Series 6, Asset Allocation, Asset Management, Defined Benefit
Education
Brigham Young University 2000 — 2002
MBA, Business
Utah State University 1994 — 1997
BA, Spanish and Business
Christine Siller's Diversified Investment Advisors Experience September 2001 - October 2004
Job Executive Director at Friends of Rye Nature Center
Industry Nonprofit Organization Management
Experience
Friends of Rye Nature Center July 2009 - Present
Diversified Investment Advisors September 2001 - October 2004
Education
McGill University 1999 — 2001
MA, English
New York University 1994 — 1997
BA, English
Friends of Rye Nature Center July 2009 - Present
Diversified Investment Advisors September 2001 - October 2004
Education
McGill University 1999 — 2001
MA, English
New York University 1994 — 1997
BA, English
Jake Abbott's Diversified Investment Advisors Experience December 2011 - January 2013
Job Condition Based Maintenance, Vibration Analysis
Industry Machinery
Experience
Allied Reliability January 2013 - Present
Diversified Investment Advisors December 2011 - January 2013
Diversified Investment Advisors July 2010 - December 2011
Mt. Mercy College January 2009 - June 2010
Wartburg College August 2006 - January 2009
Education
University of Northern Iowa 2008 — 2010
Master's degree, Post Secondary Education: Student Affairs
Augustana College 2001 — 2005
BA, History
Allied Reliability January 2013 - Present
Diversified Investment Advisors December 2011 - January 2013
Diversified Investment Advisors July 2010 - December 2011
Mt. Mercy College January 2009 - June 2010
Wartburg College August 2006 - January 2009
Education
University of Northern Iowa 2008 — 2010
Master's degree, Post Secondary Education: Student Affairs
Augustana College 2001 — 2005
BA, History
Lissette Morel's Diversified Investment Advisors Experience June 2008 - Present
Job Diversified Investment Advisors
Industry Financial Services
Experience
Diversified Investment Advisors June 2008 - Present
Diversified Investment Advisors June 2008 - December 2009
Skills
Retirement Planning, Internal Communications, Retirement
Education
Dowling College 2000 — 2004
Diversified Investment Advisors June 2008 - Present
Diversified Investment Advisors June 2008 - December 2009
Skills
Retirement Planning, Internal Communications, Retirement
Education
Dowling College 2000 — 2004
Jackie Marchick's Diversified Investment Advisors Experience April 1985 - March 1998
Job Manager, Global MI Client Consulting at American Express Business Travel
Industry Financial Services
Experience
American Express May 2012 - May 2013
Morgan Stanley March 2005 - January 2012
Bank of New York Mellon January 2000 - September 2004
SS&C Technologies February 1998 - December 1999
Diversified Investment Advisors April 1985 - March 1998
Skills
Accounting, Fixed Income, Asset Management, Management Consulting, Equities, Financial Services, Leadership, Relationship Management, Portfolio Management, hedge funds, People Management, Project Management, Hedge Funds
Education
Long Island University 1993 — 1996
MBA, Finance
Mercy College
Bachelor of Science (BS), Accounting, 3.4
roosevelt hs
American Express May 2012 - May 2013
Morgan Stanley March 2005 - January 2012
Bank of New York Mellon January 2000 - September 2004
SS&C Technologies February 1998 - December 1999
Diversified Investment Advisors April 1985 - March 1998
Skills
Accounting, Fixed Income, Asset Management, Management Consulting, Equities, Financial Services, Leadership, Relationship Management, Portfolio Management, hedge funds, People Management, Project Management, Hedge Funds
Education
Long Island University 1993 — 1996
MBA, Finance
Mercy College
Bachelor of Science (BS), Accounting, 3.4
roosevelt hs
Judith Kass, LCSW's Diversified Investment Advisors Experience August 1990 - July 1997
Job Psychotherapist, HR Consultant
Industry Human Resources
Experience
Family Services of Westchester October 2011 - Present
Candace Larue and Associates April 2008 - Present
Mercer February 2006 - April 2008
Mercer July 1997 - February 2006
Diversified Investment Advisors August 1990 - July 1997
Skills
Organizational..., Coaching, Talent Management, Employee Relations
Education
City University of New York-Herbert H. Lehman College
MS, Education
City University of New York-Hunter College
MSW, Social Work
Pace University-Pleasantville/Briarcliff Campus
BA, Psychology
Family Services of Westchester October 2011 - Present
Candace Larue and Associates April 2008 - Present
Mercer February 2006 - April 2008
Mercer July 1997 - February 2006
Diversified Investment Advisors August 1990 - July 1997
Skills
Organizational..., Coaching, Talent Management, Employee Relations
Education
City University of New York-Herbert H. Lehman College
MS, Education
City University of New York-Hunter College
MSW, Social Work
Pace University-Pleasantville/Briarcliff Campus
BA, Psychology
Joanne Dorrie's Diversified Investment Advisors Experience January 1997 - April 2000
Job Director at PepsiCo
Industry Wholesale
Experience
PepsiCo May 2000 - Present
Pepsi Beverages Company 2000 - January 2011
Diversified Investment Advisors January 1997 - April 2000
Kraft General Foods 1988 - 1998
Kraft Foods May 1988 - January 1997
Skills
Business Intelligence, Vendor Management, Cross-functional Team..., Consumer Products, IT Management, IT Strategy, ERP, Business Process..., Integration, Data Modeling, Leadership, SAP, Team Leadership, Business Analysis, Process Improvement, SDLC, Strategy, Visio, Data Warehousing, Management, Software Project..., Master Data Management, Supply Chain, Supply Chain Management, Change Management
Education
Iona College 1985 — 1988
MS Computer Science, Computer Science
PepsiCo May 2000 - Present
Pepsi Beverages Company 2000 - January 2011
Diversified Investment Advisors January 1997 - April 2000
Kraft General Foods 1988 - 1998
Kraft Foods May 1988 - January 1997
Skills
Business Intelligence, Vendor Management, Cross-functional Team..., Consumer Products, IT Management, IT Strategy, ERP, Business Process..., Integration, Data Modeling, Leadership, SAP, Team Leadership, Business Analysis, Process Improvement, SDLC, Strategy, Visio, Data Warehousing, Management, Software Project..., Master Data Management, Supply Chain, Supply Chain Management, Change Management
Education
Iona College 1985 — 1988
MS Computer Science, Computer Science
Robert Eichel's Diversified Investment Advisors Experience November 2008 - July 2010
Job Consolidation Consultant at John Hancock
Industry Financial Services
Experience
John Hancock May 2012 - Present
Lovejoy Associates September 2010 - Present
Nordstrom 2010 - Present
Diversified Investment Advisors November 2008 - July 2010
DIVERSIFIED INVESTMENT ADVISORS/TRANSAMERICA RETIREMENT SVCS January 2008 - June 2010
Nationwide Insurance March 2006 - July 2008
JANNEY MONTGOMERY SCOTT, LLC September 1999 - March 2006
Janney Montgomery Scott 1999 - 2006
Nicholas Applegate 1997 - 1999
PaineWebber September 1995 - September 1997
Education
Boston University
BA, History
Boston University
BA, History
New York University School of Law
LL M, Taxation
Ohio State University College of Law
Juris Doctor
The Ohio State University Moritz College of Law
JD, Law
John Hancock May 2012 - Present
Lovejoy Associates September 2010 - Present
Nordstrom 2010 - Present
Diversified Investment Advisors November 2008 - July 2010
DIVERSIFIED INVESTMENT ADVISORS/TRANSAMERICA RETIREMENT SVCS January 2008 - June 2010
Nationwide Insurance March 2006 - July 2008
JANNEY MONTGOMERY SCOTT, LLC September 1999 - March 2006
Janney Montgomery Scott 1999 - 2006
Nicholas Applegate 1997 - 1999
PaineWebber September 1995 - September 1997
Education
Boston University
BA, History
Boston University
BA, History
New York University School of Law
LL M, Taxation
Ohio State University College of Law
Juris Doctor
The Ohio State University Moritz College of Law
JD, Law
Doris Schmidt's Diversified Investment Advisors Experience July 1996 - July 2000
Job Privacy Manager at Hartford HealthCare
Industry Hospital & Health Care
Experience
Hartford HealthCare December 2014 - Present
Connecticut Partnership for Patient Safety (CPPS) August 2013 - November 2014
Hospital for Special Care June 2014 - October 2014
Saint Francis Care October 2013 - June 2014
Hospital for Special Care September 2012 - June 2014
Quinnipiac University August 2012 - May 2013
White Mountains Advisors July 2009 - August 2012
Hartford Investment Management September 2004 - July 2009
CIGNA/TimesSquare Capital Management July 2000 - September 2004
Diversified Investment Advisors July 1996 - July 2000
Skills
Compliance, Due Diligence, Training, Regulatory Analysis, Regulatory Requirements, Drafting Policies, Legal Contract Review, Drafting Agreements, Policy, Team Leadership, Team Management, Human Resources, Medical Compliance, Analysis, Healthcare, Management, Cross-functional Team..., Investments, Risk Management, Corporate Governance, Healthcare Management, Strategy, HIPAA, Leadership, Process Improvement, Regulatory Compliance
Education
Quinnipiac University - School of Business 2012 — 2013
Health Care Compliance Certification, Health/Health Care Administration/Management
American University, Washington College of Law
JD, Law
State University of New York at Binghamton
BA, History/German
Hartford HealthCare December 2014 - Present
Connecticut Partnership for Patient Safety (CPPS) August 2013 - November 2014
Hospital for Special Care June 2014 - October 2014
Saint Francis Care October 2013 - June 2014
Hospital for Special Care September 2012 - June 2014
Quinnipiac University August 2012 - May 2013
White Mountains Advisors July 2009 - August 2012
Hartford Investment Management September 2004 - July 2009
CIGNA/TimesSquare Capital Management July 2000 - September 2004
Diversified Investment Advisors July 1996 - July 2000
Skills
Compliance, Due Diligence, Training, Regulatory Analysis, Regulatory Requirements, Drafting Policies, Legal Contract Review, Drafting Agreements, Policy, Team Leadership, Team Management, Human Resources, Medical Compliance, Analysis, Healthcare, Management, Cross-functional Team..., Investments, Risk Management, Corporate Governance, Healthcare Management, Strategy, HIPAA, Leadership, Process Improvement, Regulatory Compliance
Education
Quinnipiac University - School of Business 2012 — 2013
Health Care Compliance Certification, Health/Health Care Administration/Management
American University, Washington College of Law
JD, Law
State University of New York at Binghamton
BA, History/German
Lowell Robinson's Diversified Investment Advisors Experience 2005 - 2008
Job Corporate Director and Advisor
Industry Information Technology and Services
Experience
Higher One June 2014 - Present
EVINE Live/ShopHQ March 2014 - Present
The Smithsonian Libraries 2012 - Present
The Metropolitan Opera Guild 2013 - Present
Endurance Business Media 2010 - August 2014
The Jones Group Inc. (Jones Apparel) May 2005 - April 2014
American Consolidated Media Holdings 2010 - December 2013
MIVA 2006 - 2009
International Wire Group 2003 - 2009
Diversified Investment Advisors 2005 - 2008
Skills
Financial Analysis, Start-ups, Governance, Outsourcing, Business Strategy, Executive Management, Strategic Planning, Management, Restructuring, Strategy, Change Management, Finance, Strategic Partnerships, Mergers, Financial Reporting, Corporate Development, Due Diligence, Business Development, Venture Capital, Mergers & Acquisitions, Leadership, P&L Management, Entrepreneurship, Budgets, E-commerce, New Media, Managerial Finance, Team Building, Forecasting, Insurance, Retail, Process Improvement, Corporate Finance, Financial Modeling, Acquisition Integration, Business Planning, Cross-functional Team..., Competitive Analysis, Management Consulting, New Business Development, Analytics, Private Equity, CRM, Business Process..., International Business, Analysis, Risk Management
Education
Harvard Business School
MBA, Finance
University of Wisconsin-Madison
BA, Economics
Higher One June 2014 - Present
EVINE Live/ShopHQ March 2014 - Present
The Smithsonian Libraries 2012 - Present
The Metropolitan Opera Guild 2013 - Present
Endurance Business Media 2010 - August 2014
The Jones Group Inc. (Jones Apparel) May 2005 - April 2014
American Consolidated Media Holdings 2010 - December 2013
MIVA 2006 - 2009
International Wire Group 2003 - 2009
Diversified Investment Advisors 2005 - 2008
Skills
Financial Analysis, Start-ups, Governance, Outsourcing, Business Strategy, Executive Management, Strategic Planning, Management, Restructuring, Strategy, Change Management, Finance, Strategic Partnerships, Mergers, Financial Reporting, Corporate Development, Due Diligence, Business Development, Venture Capital, Mergers & Acquisitions, Leadership, P&L Management, Entrepreneurship, Budgets, E-commerce, New Media, Managerial Finance, Team Building, Forecasting, Insurance, Retail, Process Improvement, Corporate Finance, Financial Modeling, Acquisition Integration, Business Planning, Cross-functional Team..., Competitive Analysis, Management Consulting, New Business Development, Analytics, Private Equity, CRM, Business Process..., International Business, Analysis, Risk Management
Education
Harvard Business School
MBA, Finance
University of Wisconsin-Madison
BA, Economics
Meghan Bergman's Diversified Investment Advisors Experience 2008 - 2008
Job Accounting Analyst at The Metropolitan Museum of Art
Industry Financial Services
Experience
The Metropolitan Museum of Art September 2010 - Present
AllianceBernstein May 2008 - January 2010
Diversified Investment Advisors 2008 - 2008
Merrill Lynch May 2007 - August 2007
IVI International 2005 - 2007
Skills
Accounting, Fund Accounting, Finance, Financial Analysis, Financial Reporting, Financial Statements, Asset Management, Account Reconciliation, Cash Management, Employee Training, Financial Accounting, Equities, Microsoft Excel, General Ledger, Endowments, Bloomberg, Due Diligence, Corporate Finance, Auditing, Lawson General Ledger, Peachtree, Acquisitions, Microsoft Office, WebEx, Workday, QuickBooks
Education
Manhattanville College 2004 — 2008
BA, Finance
The Metropolitan Museum of Art September 2010 - Present
AllianceBernstein May 2008 - January 2010
Diversified Investment Advisors 2008 - 2008
Merrill Lynch May 2007 - August 2007
IVI International 2005 - 2007
Skills
Accounting, Fund Accounting, Finance, Financial Analysis, Financial Reporting, Financial Statements, Asset Management, Account Reconciliation, Cash Management, Employee Training, Financial Accounting, Equities, Microsoft Excel, General Ledger, Endowments, Bloomberg, Due Diligence, Corporate Finance, Auditing, Lawson General Ledger, Peachtree, Acquisitions, Microsoft Office, WebEx, Workday, QuickBooks
Education
Manhattanville College 2004 — 2008
BA, Finance
Thomas Allgor's Diversified Investment Advisors Experience 1989 - 1994
Job VP Implementation Retirement Services at ADP
Industry Financial Services
Experience
ADP July 2012 - Present
Pershing August 2010 - July 2012
Bank of New York Mellon 2010 - February 2012
Mellon Investor Services, LLC. 1999 - 2002
Prudential Investments July 1997 - October 1999
ADP 1994 - 1997
Diversified Investment Advisors 1989 - 1994
Skills
Series 7, Securities, Funding, Executive Management, Vendor Management
Education
Long Island University 1989 — 1991
MBA, Marketing
St. Thomas Aquinas College 1984 — 1987
BS, Marketing
Bergenfield High School
ADP July 2012 - Present
Pershing August 2010 - July 2012
Bank of New York Mellon 2010 - February 2012
Mellon Investor Services, LLC. 1999 - 2002
Prudential Investments July 1997 - October 1999
ADP 1994 - 1997
Diversified Investment Advisors 1989 - 1994
Skills
Series 7, Securities, Funding, Executive Management, Vendor Management
Education
Long Island University 1989 — 1991
MBA, Marketing
St. Thomas Aquinas College 1984 — 1987
BS, Marketing
Bergenfield High School
Larry Buford's Diversified Investment Advisors Experience January 1994 - September 2013
Job Vice President of Quality Assurance and Testing at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2013 - Present
Diversified Investment Advisors January 1994 - September 2013
Skills
Quality Assurance, Process Improvement, Test Planning, SDLC, Requirements Analysis, Software Documentation, Business Analysis, Vendor Management, Risk Management, Visio, MS Project, Access, Relationship Management, Testing
Education
Iona College 2009 — 2012
MBA, Finance Management
Iona College 2005 — 2009
Master of Science (MS), Computer Science
City University of New York-Baruch College
B.B.A, Accounting
Purchase College (SUNY)
Certificate, Computer Programming
Transamerica Retirement Solutions September 2013 - Present
Diversified Investment Advisors January 1994 - September 2013
Skills
Quality Assurance, Process Improvement, Test Planning, SDLC, Requirements Analysis, Software Documentation, Business Analysis, Vendor Management, Risk Management, Visio, MS Project, Access, Relationship Management, Testing
Education
Iona College 2009 — 2012
MBA, Finance Management
Iona College 2005 — 2009
Master of Science (MS), Computer Science
City University of New York-Baruch College
B.B.A, Accounting
Purchase College (SUNY)
Certificate, Computer Programming
Patrick O'Hara's Diversified Investment Advisors Experience October 2006 - August 2009
Job Director, Business DevelopmentDefined Contribution Plans at BNP Paribas Investment Partners
Industry Investment Management
Experience
BNP Paribas Investment Partners December 2012 - Present
Public Financial Management February 2010 - November 2011
Statesmen Capital Advisors, LLC January 2009 - February 2010
Diversified Investment Advisors October 2006 - August 2009
Commonfund 2002 - 2006
GE Capital 1988 - 1998
Skills
New Business Development, Contract Negotiations, Endowments & Foundations, Asset Managment, Risk Management, Financial Analysis, Business Strategy, Strategic Planning, Mergers, Business Development, Marketing Strategy, Change Management, Management Consulting, Business Planning, Program Management, Product Development, Budgets, Marketing, Project Management, Salesforce.com, Due Diligence, Team Leadership, Account Management, Asset Management, CRM, Financial Services, Contract Negotiation, Investments, Leadership, Mutual Funds, Mergers, Portfolio Management
Education
Hobart and William Smith Colleges 1981 — 1985
BA, Pychology
Hobart and William Smith Colleges 1981 — 1985
Bachelor of Arts (BA), Psychology
BNP Paribas Investment Partners December 2012 - Present
Public Financial Management February 2010 - November 2011
Statesmen Capital Advisors, LLC January 2009 - February 2010
Diversified Investment Advisors October 2006 - August 2009
Commonfund 2002 - 2006
GE Capital 1988 - 1998
Skills
New Business Development, Contract Negotiations, Endowments & Foundations, Asset Managment, Risk Management, Financial Analysis, Business Strategy, Strategic Planning, Mergers, Business Development, Marketing Strategy, Change Management, Management Consulting, Business Planning, Program Management, Product Development, Budgets, Marketing, Project Management, Salesforce.com, Due Diligence, Team Leadership, Account Management, Asset Management, CRM, Financial Services, Contract Negotiation, Investments, Leadership, Mutual Funds, Mergers, Portfolio Management
Education
Hobart and William Smith Colleges 1981 — 1985
BA, Pychology
Hobart and William Smith Colleges 1981 — 1985
Bachelor of Arts (BA), Psychology
Alicia Cerulla's Diversified Investment Advisors Experience January 2004 - June 2007
Job Retirement Plan Consultant at Transamerica Retirement Solutions
Industry Education Management
Experience
Transamerica Retirement Solutions February 2015 - Present
Personifying Wisdom June 2010 - Present
Freedom One Financial Group June 2007 - March 2009
Diversified Investment Advisors January 2004 - June 2007
Hanson, Marx & Assoc. June 1999 - December 2003
Credit Union One September 1998 - May 1999
Aetna August 1996 - August 1998
Business Enterprise Development Center 1995 - 1996
CIGNA, Penn General, NGS American October 1990 - June 1994
Skills
Retirement, 401k, Pensions, Defined Benefit, Retirement Planning, Mutual Funds, Employee Benefits, Investments, ERISA, Retirement Plan..., Strategic Financial..., Investment Advisory, IRAs, Asset Allocation, Profit Sharing
Education
Central Michigan University 2006 — 2009
Bachelor of Science in Administration, Organizational Administration
Oakland Community College 1990 — 2001
Associate, Business Administration
Transamerica Retirement Solutions February 2015 - Present
Personifying Wisdom June 2010 - Present
Freedom One Financial Group June 2007 - March 2009
Diversified Investment Advisors January 2004 - June 2007
Hanson, Marx & Assoc. June 1999 - December 2003
Credit Union One September 1998 - May 1999
Aetna August 1996 - August 1998
Business Enterprise Development Center 1995 - 1996
CIGNA, Penn General, NGS American October 1990 - June 1994
Skills
Retirement, 401k, Pensions, Defined Benefit, Retirement Planning, Mutual Funds, Employee Benefits, Investments, ERISA, Retirement Plan..., Strategic Financial..., Investment Advisory, IRAs, Asset Allocation, Profit Sharing
Education
Central Michigan University 2006 — 2009
Bachelor of Science in Administration, Organizational Administration
Oakland Community College 1990 — 2001
Associate, Business Administration
Cary Wozniak's Diversified Investment Advisors Experience June 1997 - June 2000
Job Vice President, OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds June 2000 - Present
Diversified Investment Advisors June 1997 - June 2000
Prudential Retirement Services May 1986 - May 1997
Skills
401k, Series 7, Asset Allocation, Alternative Investments, Mutual Funds, Retirement, Series 63, Separately Managed..., Retirement Plan..., Pensions, Defined Contribution, FINRA, Series 65, Defined Benefit, Series 6, ERISA, Financial Advisory
Education
California State University-Northridge
BA, Political Science
OppenheimerFunds June 2000 - Present
Diversified Investment Advisors June 1997 - June 2000
Prudential Retirement Services May 1986 - May 1997
Skills
401k, Series 7, Asset Allocation, Alternative Investments, Mutual Funds, Retirement, Series 63, Separately Managed..., Retirement Plan..., Pensions, Defined Contribution, FINRA, Series 65, Defined Benefit, Series 6, ERISA, Financial Advisory
Education
California State University-Northridge
BA, Political Science
Xing (Peter) Zou's Diversified Investment Advisors Experience May 2011 - Present
Job Senior Developer at Diversified Investment Advisors
Industry Information Technology and Services
Experience
Diversified Investment Advisors May 2011 - Present
Gemini Systems August 2008 - June 2011
Liberty Mutual Insurance April 2006 - August 2008
Gemini Systems June 2004 - April 2006
UAPC of Research Foundation CUNY April 2003 - June 2004
Education
City University of New York-Herbert H. Lehman College 1999 — 2001
Master, Computer Science
Diversified Investment Advisors May 2011 - Present
Gemini Systems August 2008 - June 2011
Liberty Mutual Insurance April 2006 - August 2008
Gemini Systems June 2004 - April 2006
UAPC of Research Foundation CUNY April 2003 - June 2004
Education
City University of New York-Herbert H. Lehman College 1999 — 2001
Master, Computer Science
Charles Porcher's Diversified Investment Advisors Experience August 2000 - June 2005
Job Regional Vice President
Industry Financial Services
Experience
Capital Group June 2005 - Present
Diversified Investment Advisors August 2000 - June 2005
SunTrust Bank 1995 - 2000
United States Army 1989 - 1994
Education
Clemson University 1985 — 1989
Finance
Wando High School
Capital Group June 2005 - Present
Diversified Investment Advisors August 2000 - June 2005
SunTrust Bank 1995 - 2000
United States Army 1989 - 1994
Education
Clemson University 1985 — 1989
Finance
Wando High School
Brandon Boggs's Diversified Investment Advisors Experience December 2009 - December 2011
Job Business Intelligence Analyst at Taxact
Industry Financial Services
Experience
Taxact January 2015 - Present
Taxact December 2011 - December 2014
Diversified Investment Advisors December 2009 - December 2011
Skills
Analysis, Microsoft Excel, SQL, Ad Hoc Reporting, Public Speaking, Finance, Customer Service, Internal Communications, Financial Analysis, Microsoft Office, Data Visualization, Tableau
Education
University of Iowa - Henry B. Tippie College of Business 2015 — 2018
Master of Science (M.S.), Business Analytics
Coe College 2006 — 2009
B.A., Economics, Business
Taxact January 2015 - Present
Taxact December 2011 - December 2014
Diversified Investment Advisors December 2009 - December 2011
Skills
Analysis, Microsoft Excel, SQL, Ad Hoc Reporting, Public Speaking, Finance, Customer Service, Internal Communications, Financial Analysis, Microsoft Office, Data Visualization, Tableau
Education
University of Iowa - Henry B. Tippie College of Business 2015 — 2018
Master of Science (M.S.), Business Analytics
Coe College 2006 — 2009
B.A., Economics, Business
Shu Zhang, CFA, CAIA's Diversified Investment Advisors Experience January 2001 - May 2005
Job Director at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank October 2007 - Present
UBS Financial Services Inc May 2005 - October 2007
Diversified Investment Advisors January 2001 - May 2005
BARRA RogersCasey January 1997 - December 2000
Education
D'Amore-McKim School of Business at Northeastern University 1992 — 1994
MBA, Finance
Citi Private Bank October 2007 - Present
UBS Financial Services Inc May 2005 - October 2007
Diversified Investment Advisors January 2001 - May 2005
BARRA RogersCasey January 1997 - December 2000
Education
D'Amore-McKim School of Business at Northeastern University 1992 — 1994
MBA, Finance
Dave Salvo's Diversified Investment Advisors Experience 1997 - 1999
Job Business Education Teacher
Industry Education Management
Experience
Carmel High School March 2008 - Present
Morgan Stanley January 2003 - April 2006
Prudential Securities 2000 - 2003
THE GUARDIAN 1999 - 2000
DIVERSIFIED INVESTMENT ADVISORS 1997 - 1999
DIVERSIFIED INVESTMENT ADVISORS 1994 - 1997
Skills
Microsoft Excel, Banking, Investments, Marketing, Vendor Management, Education, Business, Microsoft Office, Teaching
Education
Pace University-Pleasantville/Briarcliff Campus 2006 — 2008
Advanced Certificate in Education, Education (Business & Marketing)
Pace University - Lubin School of Business 1996 — 1999
MBA, Financial Management
Iona College 1990 — 1994
BBA, Finance
Carmel High School March 2008 - Present
Morgan Stanley January 2003 - April 2006
Prudential Securities 2000 - 2003
THE GUARDIAN 1999 - 2000
DIVERSIFIED INVESTMENT ADVISORS 1997 - 1999
DIVERSIFIED INVESTMENT ADVISORS 1994 - 1997
Skills
Microsoft Excel, Banking, Investments, Marketing, Vendor Management, Education, Business, Microsoft Office, Teaching
Education
Pace University-Pleasantville/Briarcliff Campus 2006 — 2008
Advanced Certificate in Education, Education (Business & Marketing)
Pace University - Lubin School of Business 1996 — 1999
MBA, Financial Management
Iona College 1990 — 1994
BBA, Finance
Sheirin Torres's Diversified Investment Advisors Experience December 2008 - May 2013
Job Associate at ADP RPO onsite at Goldman Sachs
Industry Accounting
Experience
Goldman Sachs April 2015 - Present
Accountemps June 2014 - April 2015
Manpower, Estee Lauder Inc. December 2013 - April 2014
Deloitte June 2013 - August 2013
Diversified Investment Advisors December 2008 - May 2013
Deloitte June 2012 - August 2012
Skills
Bilingual-Spanish, QuickBooks, Account Reconciliation, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Financial Reporting, General Ledger, Accounting, Bookkeeping, Customer Service, Auditing, Internal Controls, Microsoft Office, Time Management, Bank Reconciliation, Access, Financial Accounting, Financial Analysis, Outstanding people...
Education
Baruch College, City University of New York (CUNY) 2008 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Mamaroneck High School 2004 — 2008
High School Diploma
Goldman Sachs April 2015 - Present
Accountemps June 2014 - April 2015
Manpower, Estee Lauder Inc. December 2013 - April 2014
Deloitte June 2013 - August 2013
Diversified Investment Advisors December 2008 - May 2013
Deloitte June 2012 - August 2012
Skills
Bilingual-Spanish, QuickBooks, Account Reconciliation, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Financial Reporting, General Ledger, Accounting, Bookkeeping, Customer Service, Auditing, Internal Controls, Microsoft Office, Time Management, Bank Reconciliation, Access, Financial Accounting, Financial Analysis, Outstanding people...
Education
Baruch College, City University of New York (CUNY) 2008 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Mamaroneck High School 2004 — 2008
High School Diploma
Linda Jolly's Diversified Investment Advisors Experience January 1998 - July 2003
Job
Industry Financial Services
Experience
Re/Max Park Place March 2013 - Present
Loxodrome Software.com January 1997 - Present
Diversified Investment Advisors January 1998 - July 2003
Diversified Investment Advisors February 1994 - December 1997
Mutual Of New York July 1991 - February 1994
Mutual Of New York July 1989 - July 1991
Mutual Of New York February 1985 - July 1989
Mutual Of New York September 1983 - February 1985
Skills
QuickBooks, Microsoft Excel, Microsoft Word, Account Reconciliation, Bookkeeping, Benefits Administration, Customer Service, Business Analysis, Project Management, Management, Microsoft Office
Education
Fordham University 1986 — 1991
MBA, Management Information Systems, General
Siena College 1981 — 1983
BS, Finance
Re/Max Park Place March 2013 - Present
Loxodrome Software.com January 1997 - Present
Diversified Investment Advisors January 1998 - July 2003
Diversified Investment Advisors February 1994 - December 1997
Mutual Of New York July 1991 - February 1994
Mutual Of New York July 1989 - July 1991
Mutual Of New York February 1985 - July 1989
Mutual Of New York September 1983 - February 1985
Skills
QuickBooks, Microsoft Excel, Microsoft Word, Account Reconciliation, Bookkeeping, Benefits Administration, Customer Service, Business Analysis, Project Management, Management, Microsoft Office
Education
Fordham University 1986 — 1991
MBA, Management Information Systems, General
Siena College 1981 — 1983
BS, Finance
James Varughese's Diversified Investment Advisors Experience January 2002 - November 2002
Job Vice President, Senior Manager, Quality Control at Bank of America
Industry Information Technology and Services
Experience
Bank of America September 2013 - Present
MORGAN STANLEY SMITH BARNEY March 2010 - September 2013
NYK Line January 2004 - December 2009
SCHERING-PLOUGH June 2003 - December 2003
SCHERING-PLOUGH November 2002 - December 2003
BARNES & NOBLE March 2003 - June 2003
Diversified Investment Advisors January 2002 - November 2002
Skills
SDLC, Agile Methodologies, Requirements Analysis, Quality Assurance, User Acceptance Testing, Software Project..., Test Planning, Performance Testing, Software Quality..., Testing, System Testing, Quality Center, Test Automation
Education
CUNY York College
Information Systems
Cert School
PMP Training
GBP Polytechnic
Civil Engineering
Bank of America September 2013 - Present
MORGAN STANLEY SMITH BARNEY March 2010 - September 2013
NYK Line January 2004 - December 2009
SCHERING-PLOUGH June 2003 - December 2003
SCHERING-PLOUGH November 2002 - December 2003
BARNES & NOBLE March 2003 - June 2003
Diversified Investment Advisors January 2002 - November 2002
Skills
SDLC, Agile Methodologies, Requirements Analysis, Quality Assurance, User Acceptance Testing, Software Project..., Test Planning, Performance Testing, Software Quality..., Testing, System Testing, Quality Center, Test Automation
Education
CUNY York College
Information Systems
Cert School
PMP Training
GBP Polytechnic
Civil Engineering
Melissa Roccuzzo's Diversified Investment Advisors Experience June 2000 - April 2002
Job Compensation Analyst
Industry Human Resources
Experience
Towers Watson April 2015 - June 2015
Assurant November 2007 - December 2012
Foot Locker July 2004 - November 2007
AIG December 2002 - March 2004
Diversified Investment Advisors June 2000 - April 2002
Skills
Employee Benefits, Benefits Administration, Process Improvement, Deferred Compensation, Sarbanes-Oxley Act, Customer Service, Microsoft Excel, Executive Compensation..., Compensation, Microsoft Word, Vendor Relationship..., PeopleSoft
Education
Mercy College 1997 — 2000
BS, Marketing
Somers High School 1991 — 1995
HS Diploma
Towers Watson April 2015 - June 2015
Assurant November 2007 - December 2012
Foot Locker July 2004 - November 2007
AIG December 2002 - March 2004
Diversified Investment Advisors June 2000 - April 2002
Skills
Employee Benefits, Benefits Administration, Process Improvement, Deferred Compensation, Sarbanes-Oxley Act, Customer Service, Microsoft Excel, Executive Compensation..., Compensation, Microsoft Word, Vendor Relationship..., PeopleSoft
Education
Mercy College 1997 — 2000
BS, Marketing
Somers High School 1991 — 1995
HS Diploma
Karen Lewandowski's Diversified Investment Advisors Experience March 2007 - March 2012
Job Assistant Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions March 2012 - Present
Diversified Investment Advisors March 2007 - March 2012
Smith Barney 1994 - 1998
Skills
Financial Services, Financial Analysis, Investments, Mutual Funds, Sarbanes-Oxley Act, Securities, Series 7
Education
Manhattan College 1988 — 1992
Bachelor's Degree, Accounting
Transamerica Retirement Solutions March 2012 - Present
Diversified Investment Advisors March 2007 - March 2012
Smith Barney 1994 - 1998
Skills
Financial Services, Financial Analysis, Investments, Mutual Funds, Sarbanes-Oxley Act, Securities, Series 7
Education
Manhattan College 1988 — 1992
Bachelor's Degree, Accounting
Gail Ann O'Neill's Diversified Investment Advisors Experience May 1990 - April 2006
Job Associate Broker at MP Power Realty
Industry Real Estate
Experience
MP Power Realty January 2008 - Present
Diversified Investment Advisors May 1990 - April 2006
Mutual of NY May 1988 - April 1990
Skills
Sellers, Short Sales, Buyer Representation, First Time Home Buyers, Foreclosures, Real Estate, REO, Investment Properties, Single Family Homes, Listings, Relocation, New Home Sales, Condos, Property Management, Investors, Residential Homes, Real Estate Transactions, Townhomes, Referrals, ABR
Education
Iona College 1996 — 2001
BA, Organizational Leadership
CUNY Bronx Community College 1971 — 1973
AS, Psychology
MP Power Realty January 2008 - Present
Diversified Investment Advisors May 1990 - April 2006
Mutual of NY May 1988 - April 1990
Skills
Sellers, Short Sales, Buyer Representation, First Time Home Buyers, Foreclosures, Real Estate, REO, Investment Properties, Single Family Homes, Listings, Relocation, New Home Sales, Condos, Property Management, Investors, Residential Homes, Real Estate Transactions, Townhomes, Referrals, ABR
Education
Iona College 1996 — 2001
BA, Organizational Leadership
CUNY Bronx Community College 1971 — 1973
AS, Psychology
Stephen Remley's Diversified Investment Advisors Experience 2000 - 2002
Job Director, Relationship Management at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group August 2003 - Present
Diversified Investment Advisors 2000 - 2002
Putnam Investments 1993 - 2000
Skills
Relationship Management, 401k, Series 7, Series 63
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2002
MBA
The College of Wooster 1988 — 1992
BA, Business Economics
MassMutual Financial Group August 2003 - Present
Diversified Investment Advisors 2000 - 2002
Putnam Investments 1993 - 2000
Skills
Relationship Management, 401k, Series 7, Series 63
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2002
MBA
The College of Wooster 1988 — 1992
BA, Business Economics
William H. Mayweather's Diversified Investment Advisors Experience December 1997 - January 2001
Job Executive Field Producer with Local Experts TV & Reputation Specialist with 5 Star Reputation Advisors
Industry Marketing and Advertising
Experience
Local Experts TV/Media November 2013 - Present
5 Star Reputation Advisors June 2013 - Present
Financial Services Corporation February 2001 - February 2005
Diversified Investment Advisors December 1997 - January 2001
Skills
Reputation Marketing, Social Media Marketing, Online Reputation..., Online Advertising, Email Marketing, SEM, PPC, Advertising, Social Media, Marketing Strategy, SEO, Web Design, Marketing, Marketing Communications
Education
Hampton University
Baruch College, City University of New York (CUNY)
Local Experts TV/Media November 2013 - Present
5 Star Reputation Advisors June 2013 - Present
Financial Services Corporation February 2001 - February 2005
Diversified Investment Advisors December 1997 - January 2001
Skills
Reputation Marketing, Social Media Marketing, Online Reputation..., Online Advertising, Email Marketing, SEM, PPC, Advertising, Social Media, Marketing Strategy, SEO, Web Design, Marketing, Marketing Communications
Education
Hampton University
Baruch College, City University of New York (CUNY)
Irving Chew's Diversified Investment Advisors Experience November 2009 - August 2010
Job Associate at Société Générale
Industry Financial Services
Experience
Société Générale September 2013 - Present
Deutsche Bank August 2012 - September 2013
SMBC-CM August 2010 - August 2012
Diversified Investment Advisors November 2009 - August 2010
The Bank of New York Mellon November 2007 - November 2009
Skills
Invest One Sunguard..., Prism, Bloomberg Terminal, Oasys, Apollo, Excel, Asset Reconciliation..., Confluence, My State Street, Chinese (Cantonese)
Education
Binghamton University 2004 — 2007
Bachelor of Science, Financial Economics
Société Générale September 2013 - Present
Deutsche Bank August 2012 - September 2013
SMBC-CM August 2010 - August 2012
Diversified Investment Advisors November 2009 - August 2010
The Bank of New York Mellon November 2007 - November 2009
Skills
Invest One Sunguard..., Prism, Bloomberg Terminal, Oasys, Apollo, Excel, Asset Reconciliation..., Confluence, My State Street, Chinese (Cantonese)
Education
Binghamton University 2004 — 2007
Bachelor of Science, Financial Economics
Dannette (Danni) Hill's Diversified Investment Advisors Experience 1992 - 1998
Job Global HR Executive, Leadership Coach, Speaker
Industry Human Resources
Experience
ChildFund International February 2013 - November 2014
Avon 2011 - 2013
Pfizer Inc 1998 - 2011
Diversified Investment Advisors 1992 - 1998
Peoples Westchester Savings Bank (now Wells Fargo) 1981 - 1991
Skills
Change Management, Human Resources, Budgets, Organizational Design, Talent Management, Succession Planning, Organizational..., Performance Management, Employee Relations, Employee Engagement, Career Development, Workshop Facilitation, Leadership Development, Personnel Management, Recruiting, Data Analysis, Workforce Planning
Education
Georgetown University 2011 — 2012
Certification in Leadership Coaching, Coaching
Rensselaer Polytechnic Institute at Hartford 1998 — 2003
MBA, Management
Mercy College
BS, Journalism and Media
ChildFund International February 2013 - November 2014
Avon 2011 - 2013
Pfizer Inc 1998 - 2011
Diversified Investment Advisors 1992 - 1998
Peoples Westchester Savings Bank (now Wells Fargo) 1981 - 1991
Skills
Change Management, Human Resources, Budgets, Organizational Design, Talent Management, Succession Planning, Organizational..., Performance Management, Employee Relations, Employee Engagement, Career Development, Workshop Facilitation, Leadership Development, Personnel Management, Recruiting, Data Analysis, Workforce Planning
Education
Georgetown University 2011 — 2012
Certification in Leadership Coaching, Coaching
Rensselaer Polytechnic Institute at Hartford 1998 — 2003
MBA, Management
Mercy College
BS, Journalism and Media
Rachel DeOliveira's Diversified Investment Advisors Experience April 1989 - Present
Job Pension Analyst at Diversified Investment Advisors
Industry Financial Services
Experience
Diversified Investment Advisors April 1989 - Present
Drexel Burnham Lambert July 1986 - April 1989
Skills
401k
Education
Mercy College
BS, Finance, General
Diversified Investment Advisors April 1989 - Present
Drexel Burnham Lambert July 1986 - April 1989
Skills
401k
Education
Mercy College
BS, Finance, General
Chassidy Arp's Diversified Investment Advisors Experience July 2007 - November 2009
Job Technical Research Consultant at Diversified
Industry Financial Services
Experience
Diversified November 2009 - Present
Diversified Investment Advisors July 2007 - November 2009
Diversified Investment Advisors September 2006 - July 2007
Skills
Retirement
Education
Mount Mercy University 2008 — 2012
Bachlors Of Science, Business Administration and Human Resource Managment
Kirkwood Community College 2007 — 2008
Associate of Arts (A.A.)
Diversified November 2009 - Present
Diversified Investment Advisors July 2007 - November 2009
Diversified Investment Advisors September 2006 - July 2007
Skills
Retirement
Education
Mount Mercy University 2008 — 2012
Bachlors Of Science, Business Administration and Human Resource Managment
Kirkwood Community College 2007 — 2008
Associate of Arts (A.A.)
Reinaldo Luis Robles's Diversified Investment Advisors Experience September 1989 - April 1994
Job Vice President Proposal Manager
Industry Banking
Experience
Bank of America October 2011 - Present
The Norman Group for Wells Fargo September 2010 - December 2010
Bank of America February 2004 - February 2009
Bank of America July 1998 - February 2004
Formerly Nations Bank & Barnett Bank October 1994 - July 1998
Diversified Investment Advisors September 1989 - April 1994
Skills
Management, Banking, Training, Risk Management, Finance, Financial Services, CRM, Strategy, Portfolio Management, Leadership
Education
Mercy College 1985 — 1989
BS, Business Administration (Management), 3.0
Iona College
Bank of America October 2011 - Present
The Norman Group for Wells Fargo September 2010 - December 2010
Bank of America February 2004 - February 2009
Bank of America July 1998 - February 2004
Formerly Nations Bank & Barnett Bank October 1994 - July 1998
Diversified Investment Advisors September 1989 - April 1994
Skills
Management, Banking, Training, Risk Management, Finance, Financial Services, CRM, Strategy, Portfolio Management, Leadership
Education
Mercy College 1985 — 1989
BS, Business Administration (Management), 3.0
Iona College
Michael Trivers's Diversified Investment Advisors Experience August 2009 - December 2012
Job Senior Client Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions January 2013 - Present
Diversified Investment Advisors August 2009 - December 2012
Diversified Investment Advisors August 2009 - December 2012
Mercer December 2007 - August 2009
Fidelity Investments October 2005 - December 2007
Skills
Employee Benefits, Retirement, Pensions, Retirement Planning, Defined Benefit, 401k, Process Improvement, Financial Services, Investments, Mutual Funds
Education
Hartwick College 2000 — 2004
Business Management
Hartwick College
Bachelor of Arts, Business Management
Transamerica Retirement Solutions January 2013 - Present
Diversified Investment Advisors August 2009 - December 2012
Diversified Investment Advisors August 2009 - December 2012
Mercer December 2007 - August 2009
Fidelity Investments October 2005 - December 2007
Skills
Employee Benefits, Retirement, Pensions, Retirement Planning, Defined Benefit, 401k, Process Improvement, Financial Services, Investments, Mutual Funds
Education
Hartwick College 2000 — 2004
Business Management
Hartwick College
Bachelor of Arts, Business Management
Lynne Armstrong's Diversified Investment Advisors Experience April 1991 - June 2011
Job Actuary at The Savitz Organization
Industry Financial Services
Experience
The Savitz Organization January 2012 - Present
N/A June 2011 - January 2012
Diversified Investment Advisors April 1991 - June 2011
George Beram & Company April 1991 - June 2011
Skills
Actuary
Education
James Madison University 1978 — 1982
BS, Mathematics
The Savitz Organization January 2012 - Present
N/A June 2011 - January 2012
Diversified Investment Advisors April 1991 - June 2011
George Beram & Company April 1991 - June 2011
Skills
Actuary
Education
James Madison University 1978 — 1982
BS, Mathematics
Eddie Harding-2's Diversified Investment Advisors Experience January 2006 - Present
Job Manager at Diversified Investment Advisors
Industry Financial Services
Experience
Diversified Investment Advisors January 2006 - Present
Education
Iona College 1988 — 1995
Bachelors, Accounting and Finance
Diversified Investment Advisors January 2006 - Present
Education
Iona College 1988 — 1995
Bachelors, Accounting and Finance
Russell Bernardi's Diversified Investment Advisors Experience September 1999 - September 2003
Job Independent Consultant at Louis Dreyfus Commodities
Industry Information Technology and Services
Experience
Louis Dreyfus Commodities August 2014 - Present
PepsiCo June 2013 - December 2013
Macmillan Higher Education September 2011 - June 2013
NYC Department of Education October 2003 - March 2011
Diversified Investment Advisors September 1999 - September 2003
Insurance Service Office September 1995 - September 1999
Skills
Project Management, Customer Service, HTML, Data Analysis, Team Leadership, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Teaching, Public Speaking, Negotiation, Java, Team Building, Teamwork, IT Solutions, Project Delivery, IT Strategy, IT Management, SharePoint, JIRA, Microsoft SQL Server, Requirements Analysis, Budget Process
Education
Mercy College 1979 — 1983
Computer Science
Louis Dreyfus Commodities August 2014 - Present
PepsiCo June 2013 - December 2013
Macmillan Higher Education September 2011 - June 2013
NYC Department of Education October 2003 - March 2011
Diversified Investment Advisors September 1999 - September 2003
Insurance Service Office September 1995 - September 1999
Skills
Project Management, Customer Service, HTML, Data Analysis, Team Leadership, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Teaching, Public Speaking, Negotiation, Java, Team Building, Teamwork, IT Solutions, Project Delivery, IT Strategy, IT Management, SharePoint, JIRA, Microsoft SQL Server, Requirements Analysis, Budget Process
Education
Mercy College 1979 — 1983
Computer Science
Jim Panza's Diversified Investment Advisors Experience July 1998 - July 2010
Job Course Coordinator at Montclair State University
Industry E-Learning
Experience
Montclair State University October 2012 - Present
Diversified Investment Advisors July 1998 - July 2010
Transamerica Retirement Solutions 1998 - 2010
Nippon Life Insurance Company of America May 1992 - July 1998
Skills
Education, Actuarial..., Finance, E-Learning, Distance Learning, Financial Modeling, Statistics, Educational Technology, University Teaching, Higher Education, Curriculum Development, Lecturing, Adult Education, Curriculum Design, Tutoring, Instructional Design, Courses, Staff Development, Research
Education
Montclair State University 2010 — 2012
Master of Science (MS), Mathematics
Manhattan College 1968 — 1972
Bachelor of Arts (BA), Mathematics
Montclair State University October 2012 - Present
Diversified Investment Advisors July 1998 - July 2010
Transamerica Retirement Solutions 1998 - 2010
Nippon Life Insurance Company of America May 1992 - July 1998
Skills
Education, Actuarial..., Finance, E-Learning, Distance Learning, Financial Modeling, Statistics, Educational Technology, University Teaching, Higher Education, Curriculum Development, Lecturing, Adult Education, Curriculum Design, Tutoring, Instructional Design, Courses, Staff Development, Research
Education
Montclair State University 2010 — 2012
Master of Science (MS), Mathematics
Manhattan College 1968 — 1972
Bachelor of Arts (BA), Mathematics
Daniel Bertorelli's Diversified Investment Advisors Experience August 2006 - November 2007
Job Intermediate Accountant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2014 - Present
Transamerica Retirement Solutions December 2007 - Present
Diversified Investment Advisors August 2006 - November 2007
Diversified Investment Advisors January 2006 - July 2006
Skills
Defined Benefit, Defined Contribution, Investments, Employee Benefits, Retirement Planning, Financial Services, CRM, Financial Planning, Management, Wealth Management
Education
Iona College 2004 — 2006
Master of Business Administration (M.B.A.), Human Resources Management and Services
Iona College 2000 — 2004
Bachelor's Degree, Business Administration and Management, General
Transamerica Retirement Solutions June 2014 - Present
Transamerica Retirement Solutions December 2007 - Present
Diversified Investment Advisors August 2006 - November 2007
Diversified Investment Advisors January 2006 - July 2006
Skills
Defined Benefit, Defined Contribution, Investments, Employee Benefits, Retirement Planning, Financial Services, CRM, Financial Planning, Management, Wealth Management
Education
Iona College 2004 — 2006
Master of Business Administration (M.B.A.), Human Resources Management and Services
Iona College 2000 — 2004
Bachelor's Degree, Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY