Emerald Financial Resources
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Emerald Financial Resources Employees
Employee
Years
Job
Industry
Deepak Malhotra Deepak Malhotra's Emerald Financial Resources Experience January 2014 - Present
Job CPA
Industry Financial Services
Experience
Emerald Financial Resources January 2014 - Present
NorthEast Solution January 2011 - Present
Skills
Business Analysis, Business Intelligence, Estate Planning, Finance, Financial Analysis, Investments, Requirements Analysis, Variable Annuities, Accounting, Financial Planning, Financial Services, Leadership, Management, Project Management, Risk Management, SDLC, Strategic Financial..., Strategic Planning
Education
Kean University 2006 — 2009
BS, Accounting
Emerald Financial Resources January 2014 - Present
NorthEast Solution January 2011 - Present
Skills
Business Analysis, Business Intelligence, Estate Planning, Finance, Financial Analysis, Investments, Requirements Analysis, Variable Annuities, Accounting, Financial Planning, Financial Services, Leadership, Management, Project Management, Risk Management, SDLC, Strategic Financial..., Strategic Planning
Education
Kean University 2006 — 2009
BS, Accounting
Elaine Ngo Elaine Ngo's Emerald Financial Resources Experience May 2012 - May 2013
Job Customer Relations Associate at Tiffany & Company
Industry Business Supplies and Equipment
Experience
Tiffany & Company October 2014 - January 2015
America Leedscape Planning and Design Co., LTD June 2013 - June 2014
America Leedscape Planning and Design Co., LTD June 2013 - June 2014
Emerald Financial Resources May 2012 - May 2013
New York Chinese School Patrol (NYCSP) January 2008 - June 2012
Merrill Lynch July 2007 - June 2008
Skills
Public Relations, Sales, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Public Speaking, Social Networking, Social Media, Time Management, Recruiting, Outlook, Marketing, Event Planning, Microsoft Word, Management, Facebook
Education
Rutgers University-New Brunswick 2008 — 2012
B.A., Communication & Chinese
Tiffany & Company October 2014 - January 2015
America Leedscape Planning and Design Co., LTD June 2013 - June 2014
America Leedscape Planning and Design Co., LTD June 2013 - June 2014
Emerald Financial Resources May 2012 - May 2013
New York Chinese School Patrol (NYCSP) January 2008 - June 2012
Merrill Lynch July 2007 - June 2008
Skills
Public Relations, Sales, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Public Speaking, Social Networking, Social Media, Time Management, Recruiting, Outlook, Marketing, Event Planning, Microsoft Word, Management, Facebook
Education
Rutgers University-New Brunswick 2008 — 2012
B.A., Communication & Chinese
Sergio D. Lopez Sergio D. Lopez's Emerald Financial Resources Experience November 2012 - Present
Job Vice President at Emerald Financial Resources
Industry
Experience
Emerald Financial Resources November 2012 - Present
Emerald Financial Resources November 2012 - Present
New York Life Insurance Company 2007 - 2012
Education
Nyack College 1992 — 1995
Bachelor in Science, Non-Profit/Public/Organizational Management
Bergen Community College
Bergen Community College
Emerald Financial Resources November 2012 - Present
Emerald Financial Resources November 2012 - Present
New York Life Insurance Company 2007 - 2012
Education
Nyack College 1992 — 1995
Bachelor in Science, Non-Profit/Public/Organizational Management
Bergen Community College
Bergen Community College
Christine Hauer Christine Hauer's Emerald Financial Resources Experience June 2012 - August 2012
Job User Experience Design Recruiting at Bloomberg LP
Industry Higher Education
Experience
Bloomberg LP August 2014 - Present
Bloomberg LP August 2013 - Present
Emerald Financial Resources June 2012 - August 2012
Atlantic Health June 2009 - August 2009
Quintiles June 2008 - August 2008
Skills
Recruiting, Data Analysis, Human Resources, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Research, Leadership, Management, Sales, Social Media, Microsoft Word, Marketing, Public Speaking, Project Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
B.A. Political Science/Philosophy
watchung hills regional high school
watchung hills regional high school
Bloomberg LP August 2014 - Present
Bloomberg LP August 2013 - Present
Emerald Financial Resources June 2012 - August 2012
Atlantic Health June 2009 - August 2009
Quintiles June 2008 - August 2008
Skills
Recruiting, Data Analysis, Human Resources, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Research, Leadership, Management, Sales, Social Media, Microsoft Word, Marketing, Public Speaking, Project Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
B.A. Political Science/Philosophy
watchung hills regional high school
watchung hills regional high school
Melissa Kahlke Melissa Kahlke's Emerald Financial Resources Experience June 2010 - June 2011
Job Consultant at Protiviti
Industry Financial Services
Experience
Protiviti July 2012 - Present
Carlyle 2011 - 2015
Carlyle 2011 - 2015
Protiviti June 2011 - August 2011
Emerald Financial Resources June 2010 - June 2011
Skills
Proficient in Microsoft..., Internal Audit, Internal Controls, Microsoft Office, Sarbanes-Oxley Act, Finance, Financial Analysis, Microsoft Excel, Management
Education
James Madison University 2008 — 2012
Finance
James Madison University 2008 — 2012
Protiviti July 2012 - Present
Carlyle 2011 - 2015
Carlyle 2011 - 2015
Protiviti June 2011 - August 2011
Emerald Financial Resources June 2010 - June 2011
Skills
Proficient in Microsoft..., Internal Audit, Internal Controls, Microsoft Office, Sarbanes-Oxley Act, Finance, Financial Analysis, Microsoft Excel, Management
Education
James Madison University 2008 — 2012
Finance
James Madison University 2008 — 2012
Jake Olohan Jake Olohan's Emerald Financial Resources Experience September 2013 - May 2014
Job Tax and Legal Assistant
Industry Financial Services
Experience
Clessidra, LLC September 2014 - Present
James B Van Epps, CPA, Attorney at law January 2014 - Present
Emerald Financial Resources September 2013 - May 2014
Thinka Dinka January 2012 - January 2014
Lord & Taylor November 2011 - January 2012
The Liberty Group Company, Agent for United Van Lines July 2009 - August 2010
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Access, PowerPoint, Sales, Insurance, Teamwork, Data Entry, Administrative..., Account Reconciliation
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2016
Bachelor's degree, Finance and Management
Union County College 2011 — 2013
Associate of Arts (A.A.), Business/Commerce, General
Clessidra, LLC September 2014 - Present
James B Van Epps, CPA, Attorney at law January 2014 - Present
Emerald Financial Resources September 2013 - May 2014
Thinka Dinka January 2012 - January 2014
Lord & Taylor November 2011 - January 2012
The Liberty Group Company, Agent for United Van Lines July 2009 - August 2010
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Access, PowerPoint, Sales, Insurance, Teamwork, Data Entry, Administrative..., Account Reconciliation
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2016
Bachelor's degree, Finance and Management
Union County College 2011 — 2013
Associate of Arts (A.A.), Business/Commerce, General
Alex Belly's Emerald Financial Resources Experience August 2011 - August 2012
Job Laboratory Technician at Innospec Fuel Specialties LLC
Industry Chemicals
Experience
Innospec Fuel Specialties LLC June 2014 - Present
PharmaConsult US, Inc December 2014 - Present
Wegmans Food Markets August 2011 - December 2014
Emerald Financial Resources August 2011 - August 2012
Skills
Microsoft Excel, Communication Skills, Teamwork, Python, Problem Solving, Laboratory Skills, Organization Skills, Microsoft Office, Team Leadership, Customer Service, Java, Windows, PowerPoint, Microsoft Word, Analysis, Critical Thinking, Statistics, Fuel Additives, Multivariate Analysis
Education
University of Delaware 2012 — 2016
Bachelor of Science (BS), Chemistry, Junior
Innospec Fuel Specialties LLC June 2014 - Present
PharmaConsult US, Inc December 2014 - Present
Wegmans Food Markets August 2011 - December 2014
Emerald Financial Resources August 2011 - August 2012
Skills
Microsoft Excel, Communication Skills, Teamwork, Python, Problem Solving, Laboratory Skills, Organization Skills, Microsoft Office, Team Leadership, Customer Service, Java, Windows, PowerPoint, Microsoft Word, Analysis, Critical Thinking, Statistics, Fuel Additives, Multivariate Analysis
Education
University of Delaware 2012 — 2016
Bachelor of Science (BS), Chemistry, Junior
Sara Cerillo Sara Cerillo's Emerald Financial Resources Experience September 2011 - July 2012
Job Promotions/ Project Coordinator at CIGroup
Industry Marketing and Advertising
Experience
CI-Group Temp Project CoordinatorICC LoweNovember 2013 - December 2013
Integre Advisors July 2012 - September 2013
Emerald Financial Resources September 2011 - July 2012
Skills
Microsoft Office, Inventory Management, Copywriting, Microsoft Excel, Social Media, Public Relations, Fixed Income, Marketing Communications, Advertising, Finance, Microsoft Word, Asset Management, Financial Services, Strategic Financial..., Securities, Contract Negotiation, Social Media Marketing, Customer Service, Customer Satisfaction, PowerPoint, Account Management, Digital Marketing, Social Networking, Portfolio Management, New Business Development, Negotiation, Blogging, Event Management, Eve, Po, Investment Advisory, Retirement
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2011
Bachelor's degree, Journalism and Media
Hunterdon Central
CI-Group Temp Project CoordinatorICC LoweNovember 2013 - December 2013
Integre Advisors July 2012 - September 2013
Emerald Financial Resources September 2011 - July 2012
Skills
Microsoft Office, Inventory Management, Copywriting, Microsoft Excel, Social Media, Public Relations, Fixed Income, Marketing Communications, Advertising, Finance, Microsoft Word, Asset Management, Financial Services, Strategic Financial..., Securities, Contract Negotiation, Social Media Marketing, Customer Service, Customer Satisfaction, PowerPoint, Account Management, Digital Marketing, Social Networking, Portfolio Management, New Business Development, Negotiation, Blogging, Event Management, Eve, Po, Investment Advisory, Retirement
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2011
Bachelor's degree, Journalism and Media
Hunterdon Central
Vivian Quintana's Emerald Financial Resources Experience March 2010 - October 2010
Job Sr. Compliance Coordinator at AIG
Industry Human Resources
Experience
AIG June 2015 - Present
Arbonne International LLC August 2014 - Present
Bankers Cooperative Group a Subsidiary of the NJ Bankers Association March 2014 - June 2015
Connelly-Campion-Wright Insurance Agency August 2012 - August 2013
Oasis Outsourcing August 2011 - March 2012
Emerald Financial Resources March 2010 - October 2010
Merrill Lynch June 2001 - December 2009
Merrill Lynch May 2000 - June 2001
Skadden, Arps, Slate, Meagher and Flom August 1987 - January 1995
CBS Records June 1986 - August 1987
Skills
Benefits Administration, Employee Benefits, Health Insurance, Management, Life Insurance, Customer Service, Insurance, COBRA, Finance, Accounting, PeopleSoft, Human Resources, Executive Pay, Enrollment Management, Medicare, Health Care Reform, ERISA, Retirement, HRIS, Quote Preparation, Licensed Life & Health..., Health Care Compliance, Health Care Regulation, Benefit Cost Analysis, Training, Carrier Relationships, Renewals, Small Group Counseling, Healthcare Management, Oracle Applications, Conversion Optimization, Presentations
Education
ExamFX - PSI LLC 2010 — 2014
215 NJ License, Life Insurance, Accident, Health or Sickness
Baruch College, City University of New York (CUNY) 1988 — 1989
Essex College of Business 1984 — 1986
Diploma, Accounting, Computer Programing
Saint Peter's University 1982 — 1983
AIG June 2015 - Present
Arbonne International LLC August 2014 - Present
Bankers Cooperative Group a Subsidiary of the NJ Bankers Association March 2014 - June 2015
Connelly-Campion-Wright Insurance Agency August 2012 - August 2013
Oasis Outsourcing August 2011 - March 2012
Emerald Financial Resources March 2010 - October 2010
Merrill Lynch June 2001 - December 2009
Merrill Lynch May 2000 - June 2001
Skadden, Arps, Slate, Meagher and Flom August 1987 - January 1995
CBS Records June 1986 - August 1987
Skills
Benefits Administration, Employee Benefits, Health Insurance, Management, Life Insurance, Customer Service, Insurance, COBRA, Finance, Accounting, PeopleSoft, Human Resources, Executive Pay, Enrollment Management, Medicare, Health Care Reform, ERISA, Retirement, HRIS, Quote Preparation, Licensed Life & Health..., Health Care Compliance, Health Care Regulation, Benefit Cost Analysis, Training, Carrier Relationships, Renewals, Small Group Counseling, Healthcare Management, Oracle Applications, Conversion Optimization, Presentations
Education
ExamFX - PSI LLC 2010 — 2014
215 NJ License, Life Insurance, Accident, Health or Sickness
Baruch College, City University of New York (CUNY) 1988 — 1989
Essex College of Business 1984 — 1986
Diploma, Accounting, Computer Programing
Saint Peter's University 1982 — 1983
Aditya Murali's Emerald Financial Resources Experience October 2013 - March 2014
Job Private Tennis Instructor
Industry Sports
Experience
Self-Employed August 2014 - Present
South Brunswick Community Education June 2014 - August 2014
Emerald Financial Resources October 2013 - March 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Leadership, Facebook, Marketing, Research
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2019
South Brunswick High School 2011 — 2015
Self-Employed August 2014 - Present
South Brunswick Community Education June 2014 - August 2014
Emerald Financial Resources October 2013 - March 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Leadership, Facebook, Marketing, Research
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2019
South Brunswick High School 2011 — 2015
Jonathan Riedinger's Emerald Financial Resources Experience June 2014 - August 2014
Job Intern at Floyd Advisory
Industry Financial Services
Experience
Floyd Advisory July 2015 - August 2015
Emerald Financial Resources June 2014 - August 2014
Devine's Pharmacy June 2010 - August 2014
Travelers January 2014 - January 2014
Skills
Bloomberg Software, Microsoft Word, Microsoft Excel, PowerPoint, Peachtree, Mathematics
Education
Bentley University 2012 — 2016
Candidate for Bachelor of Science, Economics/Finance, 3.6
Floyd Advisory July 2015 - August 2015
Emerald Financial Resources June 2014 - August 2014
Devine's Pharmacy June 2010 - August 2014
Travelers January 2014 - January 2014
Skills
Bloomberg Software, Microsoft Word, Microsoft Excel, PowerPoint, Peachtree, Mathematics
Education
Bentley University 2012 — 2016
Candidate for Bachelor of Science, Economics/Finance, 3.6
Emerald Attorney Advisory Team Emerald Attorney Advisory Team's Emerald Financial Resources Experience March 2009 - Present
Job Financial Advisor at Emerald Financial Resources
Industry Financial Services
Experience
Emerald Financial Resources March 2009 - Present
Skills
Life Insurance, Disability Insurance, 401k, Health Insurance, Buy-sell Agreements, Profit Sharing, Deferred Compensation, Non-Qualified Deferred...
Education
Benjamin N. Cardozo School of Law, Yeshiva University
Penn State University
Providence College
Regis University
Rutgers, The State University of New Jersey-New Brunswick
Emerald Financial Resources March 2009 - Present
Skills
Life Insurance, Disability Insurance, 401k, Health Insurance, Buy-sell Agreements, Profit Sharing, Deferred Compensation, Non-Qualified Deferred...
Education
Benjamin N. Cardozo School of Law, Yeshiva University
Penn State University
Providence College
Regis University
Rutgers, The State University of New Jersey-New Brunswick
Julian Tartacoff Julian Tartacoff's Emerald Financial Resources Experience October 2014 - Present
Job Financial Services Professional at Emerald Financial Resources
Industry Financial Services
Experience
Emerald Financial Resources October 2014 - Present
Skills
Social Networking, Social Skills, Public Speaking, Time Management, Organization, Leadership, Social Media, Microsoft Office, Microsoft Word, Facebook, Customer Service, Research, Sales, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor's Degree, Economics, Psychology
Emerald Financial Resources October 2014 - Present
Skills
Social Networking, Social Skills, Public Speaking, Time Management, Organization, Leadership, Social Media, Microsoft Office, Microsoft Word, Facebook, Customer Service, Research, Sales, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor's Degree, Economics, Psychology
Jeff Sinacore Jeff Sinacore's Emerald Financial Resources Experience August 2011 - April 2012
Job Controller at Galaxy Towers Condo Assn
Industry Real Estate
Experience
Galaxy Towers Condo Assn March 2013 - October 2014
Bridge Financial Group, LLC April 2012 - March 2013
Emerald Financial Resources August 2011 - April 2012
Petrone Associates, a Guardian Life Agency November 2010 - September 2011
C & G Planning Group January 2010 - November 2010
Triangle Equities April 2007 - March 2009
triangle equities 2007 - 2009
Milstein properties May 2004 - November 2006
milstein properties 2004 - 2006
RD Management January 1989 - May 2004
Skills
Accounting, Financial Reporting, Cash Flow, Insurance, Tax, Financial Analysis, Budgeting, Investments, Asset Management, Payroll, Financial Planning, Business Planning, Forecasting, Excel, Financial Management, Real Estate, Accounts Payable, Budgets, Strategic Financial..., Microsoft Excel, Managerial Finance, Invoicing, Small Business, General Ledger, Finance, Negotiation, Accounts Receivable, Analysis, Management, Tax Returns, Cash Management, Financial Statements, Auditing, Account Reconciliation, Mergers & Acquisitions, Cash Flow Forecasting, Corporate Finance, Employee Benefits, GAAP, Sales Tax, Financial Accounting, Journal Entries, US GAAP, CPA
Education
LIU Brooklyn 1977 — 1980
MS, Taxation
City University of New York-Brooklyn College 1971 — 1975
BS, Accounting
Galaxy Towers Condo Assn March 2013 - October 2014
Bridge Financial Group, LLC April 2012 - March 2013
Emerald Financial Resources August 2011 - April 2012
Petrone Associates, a Guardian Life Agency November 2010 - September 2011
C & G Planning Group January 2010 - November 2010
Triangle Equities April 2007 - March 2009
triangle equities 2007 - 2009
Milstein properties May 2004 - November 2006
milstein properties 2004 - 2006
RD Management January 1989 - May 2004
Skills
Accounting, Financial Reporting, Cash Flow, Insurance, Tax, Financial Analysis, Budgeting, Investments, Asset Management, Payroll, Financial Planning, Business Planning, Forecasting, Excel, Financial Management, Real Estate, Accounts Payable, Budgets, Strategic Financial..., Microsoft Excel, Managerial Finance, Invoicing, Small Business, General Ledger, Finance, Negotiation, Accounts Receivable, Analysis, Management, Tax Returns, Cash Management, Financial Statements, Auditing, Account Reconciliation, Mergers & Acquisitions, Cash Flow Forecasting, Corporate Finance, Employee Benefits, GAAP, Sales Tax, Financial Accounting, Journal Entries, US GAAP, CPA
Education
LIU Brooklyn 1977 — 1980
MS, Taxation
City University of New York-Brooklyn College 1971 — 1975
BS, Accounting
Jose E. Salazar, M.B.A. Jose E. Salazar, M.B.A.'s Emerald Financial Resources Experience August 2011 - October 2011
Job Academic Advisor Raritan Valley Community College
Industry Higher Education
Experience
Raritan Valley Community College June 2013 - Present
Raritan Valley Community College May 2012 - May 2013
Raritan Valley Community College November 2011 - April 2012
Emerald Financial Resources August 2011 - October 2011
Montclair State University January 2010 - August 2011
Lincoln Financial Advisors January 2011 - May 2011
Montclair State University October 2009 - May 2011
Target June 2008 - January 2011
Montclair State University May 2010 - August 2010
Skills
Leadership, Marketing, Time Management, Public Speaking, Event Planning, Higher Education, Management, Microsoft Office, Recruiting, Social Networking, Customer Service, Social Media, Data Entry, Program Management, Project Planning, Human Resources, Banners, ARGOS, Ektron, SharePoint, Windows, Mac iOS, Research, Accudemia
Education
Rutgers University 2013 — 2015
Master of Business Administration (M.B.A.), Marketing Research and Analytics, and Strategy and Leadership, 3.7 GPA
Montclair State University 2009 — 2011
Bachelor of Science (B.S.), Business Administration: Finance and International Business, GPA 3.2
Raritan Valley Community College 2007 — 2009
Associate of Arts (A.A.), Business - Liberal Arts, GPA 3.0
Raritan Valley Community College June 2013 - Present
Raritan Valley Community College May 2012 - May 2013
Raritan Valley Community College November 2011 - April 2012
Emerald Financial Resources August 2011 - October 2011
Montclair State University January 2010 - August 2011
Lincoln Financial Advisors January 2011 - May 2011
Montclair State University October 2009 - May 2011
Target June 2008 - January 2011
Montclair State University May 2010 - August 2010
Skills
Leadership, Marketing, Time Management, Public Speaking, Event Planning, Higher Education, Management, Microsoft Office, Recruiting, Social Networking, Customer Service, Social Media, Data Entry, Program Management, Project Planning, Human Resources, Banners, ARGOS, Ektron, SharePoint, Windows, Mac iOS, Research, Accudemia
Education
Rutgers University 2013 — 2015
Master of Business Administration (M.B.A.), Marketing Research and Analytics, and Strategy and Leadership, 3.7 GPA
Montclair State University 2009 — 2011
Bachelor of Science (B.S.), Business Administration: Finance and International Business, GPA 3.2
Raritan Valley Community College 2007 — 2009
Associate of Arts (A.A.), Business - Liberal Arts, GPA 3.0
Raymond Ricciardi's Emerald Financial Resources Experience August 2014 - October 2014
Job ECommerce Operations Assistant at Time Out
Industry Financial Services
Seneca Spina Seneca Spina's Emerald Financial Resources Experience May 2012 - August 2012
Job Portfolio Analyst at CubeSmart
Industry Financial Services
Experience
CubeSmart October 2015 - Present
CubeSmart October 2013 - Present
TCP Reliable Inc May 2010 - September 2013
BET Investments - The EDGE at Kutztown June 2012 - May 2013
Emerald Financial Resources May 2012 - August 2012
Lady Foot Locker March 2008 - June 2012
Skills
Economics, Microsoft Excel, Financial Analysis, Research, Data Analysis, Market Research, Finance, Corporate Finance, Statistics, Marketing, Sales, Management, Budgets, Team Building, Sales Management, Strategic Planning
Education
Kutztown University of Pennsylvania 2009 — 2013
Bachelor of Science (BS), Finance, Economics
Kutztown University of Pennsylvania 2009 — 2013
Bachelor's degree, Finance, Economics
CubeSmart October 2015 - Present
CubeSmart October 2013 - Present
TCP Reliable Inc May 2010 - September 2013
BET Investments - The EDGE at Kutztown June 2012 - May 2013
Emerald Financial Resources May 2012 - August 2012
Lady Foot Locker March 2008 - June 2012
Skills
Economics, Microsoft Excel, Financial Analysis, Research, Data Analysis, Market Research, Finance, Corporate Finance, Statistics, Marketing, Sales, Management, Budgets, Team Building, Sales Management, Strategic Planning
Education
Kutztown University of Pennsylvania 2009 — 2013
Bachelor of Science (BS), Finance, Economics
Kutztown University of Pennsylvania 2009 — 2013
Bachelor's degree, Finance, Economics
Shawn Graber's Emerald Financial Resources Experience June 2013 - August 2013
Job Chief Technology Consultant at VooLoo LLC
Industry Management Consulting
Experience
Cheyne Capital August 2015 - Present
VooLoo LLC January 2014 - Present
Cheyne Capital May 2015 - August 2015
Hillsborough Business Advocate's Office February 2014 - June 2014
Self Employed August 2013 - January 2014
Emerald Financial Resources June 2013 - August 2013
Skills
Marketing, CRM, Consulting, Computers, Time Management, Analysis, CRM Integration, Business, Salesforce.com, Training
Education
Binghamton University - School of Management 2014 — 2018
Bachelor's Degree, Dual Concentration in Management Information Systems and Consulting and Leadership, Freshman
Hillsborough High School 2010 — 2014
High School, High School Diploma
Cheyne Capital August 2015 - Present
VooLoo LLC January 2014 - Present
Cheyne Capital May 2015 - August 2015
Hillsborough Business Advocate's Office February 2014 - June 2014
Self Employed August 2013 - January 2014
Emerald Financial Resources June 2013 - August 2013
Skills
Marketing, CRM, Consulting, Computers, Time Management, Analysis, CRM Integration, Business, Salesforce.com, Training
Education
Binghamton University - School of Management 2014 — 2018
Bachelor's Degree, Dual Concentration in Management Information Systems and Consulting and Leadership, Freshman
Hillsborough High School 2010 — 2014
High School, High School Diploma
Sylvia Stepniewski Sylvia Stepniewski's Emerald Financial Resources Experience August 2010 - September 2011
Job Student at LIM College
Industry Apparel & Fashion
Experience
Alexander Wang Inc. August 2015 - Present
H&M September 2013 - April 2014
Emerald Financial Resources August 2010 - September 2011
Prospect Auto Repair LLC June 2008 - July 2010
Skills
Handmade Jewelry, Makeup Artistry, Data Entry, Photoshop, Microsoft Excel, Illustrator, Social Networking, Facebook
Education
LIM College 2012 — 2015
Alexander Wang Inc. August 2015 - Present
H&M September 2013 - April 2014
Emerald Financial Resources August 2010 - September 2011
Prospect Auto Repair LLC June 2008 - July 2010
Skills
Handmade Jewelry, Makeup Artistry, Data Entry, Photoshop, Microsoft Excel, Illustrator, Social Networking, Facebook
Education
LIM College 2012 — 2015
Tyler Delino's Emerald Financial Resources Experience May 2010 - October 2011
Job Underwriting Commercial Lines and Life Sciences
Industry Financial Services
Experience
Chubb Insurance January 2013 - August 2015
New York Video Crews September 2012 - January 2013
Avon Venture Sports October 2011 - April 2012
Emerald Financial Resources May 2010 - October 2011
United Bank of Switzerland June 2009 - August 2009
Skills
Retirement Planning, Mutual Funds, Strategic Financial..., Financial Analysis, Investments, Financial Services, Microsoft Office, Equities, Wealth Management, Microsoft Excel, Financial Modeling, Life Insurance, EDGAR, Data Analysis, Management, Financial Planning
Education
Saint Joseph's University 2006 — 2010
Finance, General
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Bachelor's degree, Finance, General
Chubb Insurance January 2013 - August 2015
New York Video Crews September 2012 - January 2013
Avon Venture Sports October 2011 - April 2012
Emerald Financial Resources May 2010 - October 2011
United Bank of Switzerland June 2009 - August 2009
Skills
Retirement Planning, Mutual Funds, Strategic Financial..., Financial Analysis, Investments, Financial Services, Microsoft Office, Equities, Wealth Management, Microsoft Excel, Financial Modeling, Life Insurance, EDGAR, Data Analysis, Management, Financial Planning
Education
Saint Joseph's University 2006 — 2010
Finance, General
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Bachelor's degree, Finance, General
Donald Fleming Donald Fleming's Emerald Financial Resources Experience January 2009 - Present
Job Emerald Financial Resources
Industry Financial Services
Experience
Emerald Financial Resources January 2009 - Present
Merrill Lynch June 2006 - December 2008
MultiTrade 2005 - 2006
Morgan Stanley 1990 - 2004
Education
University of Pittsburgh 1982 — 1989
B.S., Business
Carnegie Mellon University 1982 — 1985
Emerald Financial Resources January 2009 - Present
Merrill Lynch June 2006 - December 2008
MultiTrade 2005 - 2006
Morgan Stanley 1990 - 2004
Education
University of Pittsburgh 1982 — 1989
B.S., Business
Carnegie Mellon University 1982 — 1985
Kyle Folbrecht's Emerald Financial Resources Experience June 2012 - August 2012
Job Master Planner at BAE Systems
Industry Defense & Space
Experience
BAE Systems September 2014 - Present
Prudential Financial June 2013 - August 2013
Emerald Financial Resources June 2012 - August 2012
Passaic Valley Water Commission July 2011 - August 2011
Bill Eames for New Jersey State Senate May 2011 - August 2011
Passaic Valley Water Commission June 2010 - August 2011
Bensi Restaurant Group, Inc. May 2007 - June 2010
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Leadership, Access, PowerPoint, Outlook, Accounting, Bloomberg Software, Public Speaking, Research, Spanish, Teamwork, Microsoft Project, Earned Value Management, Facebook, Time Management, Crystal Ball, Financial Modeling, Municipal Politics
Education
James Madison University 2010 — 2014
Bachelor of Business Administration (BBA), Finance; History
James Madison University - College of Business 2010 — 2014
Finance, Financial Analysis, 3.51 Overall GPA, 3.50 Major GPA
Wayne Hills High School 2006 — 2010
BAE Systems September 2014 - Present
Prudential Financial June 2013 - August 2013
Emerald Financial Resources June 2012 - August 2012
Passaic Valley Water Commission July 2011 - August 2011
Bill Eames for New Jersey State Senate May 2011 - August 2011
Passaic Valley Water Commission June 2010 - August 2011
Bensi Restaurant Group, Inc. May 2007 - June 2010
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Leadership, Access, PowerPoint, Outlook, Accounting, Bloomberg Software, Public Speaking, Research, Spanish, Teamwork, Microsoft Project, Earned Value Management, Facebook, Time Management, Crystal Ball, Financial Modeling, Municipal Politics
Education
James Madison University 2010 — 2014
Bachelor of Business Administration (BBA), Finance; History
James Madison University - College of Business 2010 — 2014
Finance, Financial Analysis, 3.51 Overall GPA, 3.50 Major GPA
Wayne Hills High School 2006 — 2010
Daniel Quitt, CPCU's Emerald Financial Resources Experience November 2010 - May 2011
Job Underwriter at Markel Corporation
Industry Financial Services
Experience
Markel Corporation June 2014 - Present
Markel Corporation February 2012 - June 2014
Emerald Financial Resources November 2010 - May 2011
Skills
Insurance, Underwriting, Property & Casualty..., General Insurance, Commercial Insurance, Customer Oriented, Analytics, Applied Mathematics, Sales, Diligent, Customer Service, Microsoft Office, Marketing, Social Media
Education
St. Lawrence University 2005 — 2009
B.A., Economics, Mathematics, and Applied Statistics
Markel Corporation June 2014 - Present
Markel Corporation February 2012 - June 2014
Emerald Financial Resources November 2010 - May 2011
Skills
Insurance, Underwriting, Property & Casualty..., General Insurance, Commercial Insurance, Customer Oriented, Analytics, Applied Mathematics, Sales, Diligent, Customer Service, Microsoft Office, Marketing, Social Media
Education
St. Lawrence University 2005 — 2009
B.A., Economics, Mathematics, and Applied Statistics
Stephanie Dunham Stephanie Dunham's Emerald Financial Resources Experience June 2014 - November 2014
Job IT Infrastructure & Production Relationship Management
Industry Information Technology and Services
Experience
BNP Paribas January 2015 - Present
Emerald Financial Resources June 2014 - November 2014
CBS Local January 2013 - June 2013
Seton Hall University Ruth Sharkey Academic Resource Center January 2011 - December 2012
Skills
Insurance, Creative Writing, Business Math, Microsoft Word, Microsoft Excel, Microsoft Office, SAP, SnagIt, SPSS, Maple, PowerPoint, Public Speaking, Research
Education
Seton Hall University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Economics, Creative Writing
Garnet Valley High School 2006 — 2010
GED
BNP Paribas January 2015 - Present
Emerald Financial Resources June 2014 - November 2014
CBS Local January 2013 - June 2013
Seton Hall University Ruth Sharkey Academic Resource Center January 2011 - December 2012
Skills
Insurance, Creative Writing, Business Math, Microsoft Word, Microsoft Excel, Microsoft Office, SAP, SnagIt, SPSS, Maple, PowerPoint, Public Speaking, Research
Education
Seton Hall University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Economics, Creative Writing
Garnet Valley High School 2006 — 2010
GED
Andrew Cocklin Andrew Cocklin's Emerald Financial Resources Experience September 2013 - November 2013
Job Contract and Pricing Analyst at Camber Pharmaceuticals Inc
Industry Financial Services
Experience
Camber Pharmaceuticals Inc January 2014 - Present
Manalapan Soccer Club March 2003 - March 2015
Unz & Co. August 2013 - January 2014
Emerald Financial Resources September 2013 - November 2013
University Directories May 2012 - August 2012
Skills
Account Management, Marketing, Banking, Financial Analysis, SharePoint, Macroeconomics, Supply Chain, Microsoft Excel, Sales, Microsoft Office, PowerPoint, Customer Service, Financial Modeling, SAP, Java, Leadership, Teamwork, Accounting, Procurement, MS Project, Social Media, Social Media Marketing, Marketing Strategy, Research, Facebook, Time Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Science (B.S.), Business/Managerial Economics, 3.02
Camber Pharmaceuticals Inc January 2014 - Present
Manalapan Soccer Club March 2003 - March 2015
Unz & Co. August 2013 - January 2014
Emerald Financial Resources September 2013 - November 2013
University Directories May 2012 - August 2012
Skills
Account Management, Marketing, Banking, Financial Analysis, SharePoint, Macroeconomics, Supply Chain, Microsoft Excel, Sales, Microsoft Office, PowerPoint, Customer Service, Financial Modeling, SAP, Java, Leadership, Teamwork, Accounting, Procurement, MS Project, Social Media, Social Media Marketing, Marketing Strategy, Research, Facebook, Time Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Science (B.S.), Business/Managerial Economics, 3.02
Jodi Lasser Jodi Lasser's Emerald Financial Resources Experience May 2012 - August 2012
Job Human Resources at Holy Name Medical Center
Industry Hospital & Health Care
Experience
Holy Name Medical Center July 2015 - Present
Innovare Medical Media October 2013 - July 2015
Emerald Financial Resources May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, Java, HTML, English, C, Data Analysis, Marketing, Outlook, Recruiting, SPSS, Sales, Social Networking
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2013
Bachelor's degree, Psychology
Holy Name Medical Center July 2015 - Present
Innovare Medical Media October 2013 - July 2015
Emerald Financial Resources May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, Java, HTML, English, C, Data Analysis, Marketing, Outlook, Recruiting, SPSS, Sales, Social Networking
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2013
Bachelor's degree, Psychology
Jeffrey Lounsbury, CLU, ChFC's Emerald Financial Resources Experience 2012 - November 2012
Job Owner/President at Jeff's Handyworks, LLC
Industry Financial Services
Experience
Jeff's Handyworks, LLC March 2013 - Present
Emerald Financial Resources 2012 - November 2012
American Financial Systems/Deferral.com October 2008 - September 2011
American Benefits Consulting, LLC June 2000 - October 2008
Cornerstone Advisors, Inc. 1997 - 2000
Skills
Investments, 401k, Disability Insurance, Fixed Annuities, Insurance, Employee Benefits, Health Insurance, Retirement Planning, Risk Management, Financial Analysis, Mutual Funds, Long-term Care, Property & Casualty..., Wealth Management, Term Life Insurance, Strategic Financial..., Estate Planning, Universal Life, IRAs, Actuarial Science, Whole Life, Sales, Asset Management, Home Repairs
Education
Central Michigan University 1990 — 1995
BSBA, Finance/Economics
The American College
Graduate Certificate, Financial Planning and Services
Jeff's Handyworks, LLC March 2013 - Present
Emerald Financial Resources 2012 - November 2012
American Financial Systems/Deferral.com October 2008 - September 2011
American Benefits Consulting, LLC June 2000 - October 2008
Cornerstone Advisors, Inc. 1997 - 2000
Skills
Investments, 401k, Disability Insurance, Fixed Annuities, Insurance, Employee Benefits, Health Insurance, Retirement Planning, Risk Management, Financial Analysis, Mutual Funds, Long-term Care, Property & Casualty..., Wealth Management, Term Life Insurance, Strategic Financial..., Estate Planning, Universal Life, IRAs, Actuarial Science, Whole Life, Sales, Asset Management, Home Repairs
Education
Central Michigan University 1990 — 1995
BSBA, Finance/Economics
The American College
Graduate Certificate, Financial Planning and Services
Mark D. Shalala, CLTC's Emerald Financial Resources Experience January 2004 - Present
Job Long Term Care Insurance/Retirement planner
Industry Financial Services
Experience
Emerald Financial Resources January 2004 - Present
Education
University of Massachusetts, Amherst 1992 — 1996
Emerald Financial Resources January 2004 - Present
Education
University of Massachusetts, Amherst 1992 — 1996
David Lasher's Emerald Financial Resources Experience April 2001 - Present
Job Compliance at MassMutual Financial Group
Industry Financial Services
Experience
Emerald Financial Resources April 2001 - Present
Education
Rider University 1969 — 1972
Emerald Financial Resources April 2001 - Present
Education
Rider University 1969 — 1972
Wendy Spinner's Emerald Financial Resources Experience 2001 - 2010
Job President at Spinner & Spinner CPA's PC
Industry Accounting
Experience
MassMutual Financial Group 2001 - Present
Spinner & Spinner CPA's PC January 1990 - Present
Emerald Financial Resources 2001 - 2010
Skills
Accounting, Fixed Annuities, 401k, Financial Planners, Insurance, Estate Planning, Strategic Financial..., Mutual Funds, Small Business, Retirement, Retirement Planning, Investments, Life Insurance, Time Management, Financial Planning, Disability Insurance
Education
Fairleigh Dickinson University 1978 — 1983
MBA, Accounting
Lafayette College 1973 — 1977
BA, History
MassMutual Financial Group 2001 - Present
Spinner & Spinner CPA's PC January 1990 - Present
Emerald Financial Resources 2001 - 2010
Skills
Accounting, Fixed Annuities, 401k, Financial Planners, Insurance, Estate Planning, Strategic Financial..., Mutual Funds, Small Business, Retirement, Retirement Planning, Investments, Life Insurance, Time Management, Financial Planning, Disability Insurance
Education
Fairleigh Dickinson University 1978 — 1983
MBA, Accounting
Lafayette College 1973 — 1977
BA, History
Gani Deen's Emerald Financial Resources Experience January 2013 - December 2013
Job Field MgmtAgency Recruiter at Greater NE & Central PA Financial Group, A Prudential Insurance Company of America
Industry Retail
Experience
Greater NE & Central PA Financial Group, A Prudential Insurance Company of America January 2014 - Present
Emerald Financial Resources January 2013 - December 2013
Guidance Medical Personnel, Inc. September 2012 - January 2013
Tiffany & Co. August 2010 - December 2010
Advanced Health Media July 2009 - May 2010
Esquire Depositions Services, Inc 2001 - 2008
Skills
Personnel Management, Recruiting, HRIS, Employment Law, Deferred Compensation, Performance Management, Employee Relations, Talent Acquisition, Succession Planning, Talent Management, Onboarding, Employee Benefits, Human Resources, HR Policies, Employee Engagement, Payroll, Benefits Administration, PeopleSoft, Policy, Organizational..., Internet Recruiting, Training, New Hire Orientations, Interviews, Applicant Tracking..., CRM, Workforce Planning, College Recruiting, Sourcing, Technical Recruiting, FMLA
Education
College of Saint Elizabeth 2000 — 2004
MSC, Human Resources Management
Centenary College 1994 — 1996
BSC, Business Administration
Greater NE & Central PA Financial Group, A Prudential Insurance Company of America January 2014 - Present
Emerald Financial Resources January 2013 - December 2013
Guidance Medical Personnel, Inc. September 2012 - January 2013
Tiffany & Co. August 2010 - December 2010
Advanced Health Media July 2009 - May 2010
Esquire Depositions Services, Inc 2001 - 2008
Skills
Personnel Management, Recruiting, HRIS, Employment Law, Deferred Compensation, Performance Management, Employee Relations, Talent Acquisition, Succession Planning, Talent Management, Onboarding, Employee Benefits, Human Resources, HR Policies, Employee Engagement, Payroll, Benefits Administration, PeopleSoft, Policy, Organizational..., Internet Recruiting, Training, New Hire Orientations, Interviews, Applicant Tracking..., CRM, Workforce Planning, College Recruiting, Sourcing, Technical Recruiting, FMLA
Education
College of Saint Elizabeth 2000 — 2004
MSC, Human Resources Management
Centenary College 1994 — 1996
BSC, Business Administration
Matthew Ganz's Emerald Financial Resources Experience June 2011 - August 2011
Job Senior Accountant at Assured Guaranty
Industry Accounting
Experience
Assured Guaranty January 2015 - Present
Assured Guaranty January 2013 - December 2014
Volunteer Income Tax Assistance January 2011 - April 2012
Emerald Financial Resources June 2011 - August 2011
Staples March 2008 - August 2009
Drug Fair Group, Inc. October 2006 - March 2008
Drug Fair Group, Inc. August 2006 - October 2006
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, QuickBooks, Customer Satisfaction, PowerPoint, Sales, Access, Outlook, Management, Accounting, Finance, Teamwork, Accounts Payable, Financial Accounting, Auditing, Banking, Financial Reporting, Account Reconciliation, Financial Analysis, Tax, Insurance, Strategic Planning, Forecasting, Bookkeeping, Payroll, Data Analysis, General Ledger, Budgets, Accounts Receivable, Analysis
Education
Rowan University 2008 — 2012
Bachelor of Science (Magna Cum Laude), Finance, Accounting, 3.73
International School of Business Dublin 2010 — 2010
N/A, Study Abroad- International Business
Assured Guaranty January 2015 - Present
Assured Guaranty January 2013 - December 2014
Volunteer Income Tax Assistance January 2011 - April 2012
Emerald Financial Resources June 2011 - August 2011
Staples March 2008 - August 2009
Drug Fair Group, Inc. October 2006 - March 2008
Drug Fair Group, Inc. August 2006 - October 2006
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, QuickBooks, Customer Satisfaction, PowerPoint, Sales, Access, Outlook, Management, Accounting, Finance, Teamwork, Accounts Payable, Financial Accounting, Auditing, Banking, Financial Reporting, Account Reconciliation, Financial Analysis, Tax, Insurance, Strategic Planning, Forecasting, Bookkeeping, Payroll, Data Analysis, General Ledger, Budgets, Accounts Receivable, Analysis
Education
Rowan University 2008 — 2012
Bachelor of Science (Magna Cum Laude), Finance, Accounting, 3.73
International School of Business Dublin 2010 — 2010
N/A, Study Abroad- International Business
Zee Glavan's Emerald Financial Resources Experience February 2012 - July 2013
Job Financial Services Professional at Professional Economic Growth Group
Industry Insurance
Experience
Professional Economic Growth Group August 2013 - Present
Emerald Financial Resources February 2012 - July 2013
Skills
Investments, Portfolio Management, Investment Advisory, Wealth, Asset Management, Mutual Funds, Microsoft Excel, Series 63, Series 7
Education
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1981
Bachelor of Arts (B.A.), Engish
Professional Economic Growth Group August 2013 - Present
Emerald Financial Resources February 2012 - July 2013
Skills
Investments, Portfolio Management, Investment Advisory, Wealth, Asset Management, Mutual Funds, Microsoft Excel, Series 63, Series 7
Education
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1981
Bachelor of Arts (B.A.), Engish
Peter Betley's Emerald Financial Resources Experience December 2012 - Present
Job Financial Services Professional at Emerald Financial Resources
Industry Financial Services
Experience
Emerald Financial Resources December 2012 - Present
New York Life Insurance Company August 2010 - November 2012
Curves for Women May 2003 - August 2009
Pershing September 1999 - October 2001
BNY Mellon September 1992 - August 1999
BNY Mellon August 1986 - August 1992
Skills
Financial Services, Customer Service, Portfolio Management, Marketing, Teamwork, Recruiting, Securities, Mutual Funds, Budgets
Education
Rider University
B.S, Finance; Business Administration
Emerald Financial Resources December 2012 - Present
New York Life Insurance Company August 2010 - November 2012
Curves for Women May 2003 - August 2009
Pershing September 1999 - October 2001
BNY Mellon September 1992 - August 1999
BNY Mellon August 1986 - August 1992
Skills
Financial Services, Customer Service, Portfolio Management, Marketing, Teamwork, Recruiting, Securities, Mutual Funds, Budgets
Education
Rider University
B.S, Finance; Business Administration
Lisa Downing's Emerald Financial Resources Experience October 2014 - January 2015
Job A/R and Account Support Representative
Industry Insurance
Experience
Haig Service Corporation February 2015 - June 2015
Emerald Financial Resources October 2014 - January 2015
Rite Aid October 2012 - April 2014
Couch Braunsdorf Insurance Group 2009 - 2012
Aerotek 2007 - 2009
Skills
Microsoft Excel, Microsoft Word, Insurance, Employee Benefits, Pharmacy, Training, Property & Casualty..., Professional Liability, Health Insurance, Life Insurance, Microsoft Office, Access Database, Adobe Acrobat, PowerPoint, Pharmacy services, Long-term Care, Outlook, Lync, Fire Alarm, Burglar Alarm, Accounts Receivable, Payroll Processing
Education
Raritan Valley Community College 2014 — 2015
Meeting and Event Planning
Haig Service Corporation February 2015 - June 2015
Emerald Financial Resources October 2014 - January 2015
Rite Aid October 2012 - April 2014
Couch Braunsdorf Insurance Group 2009 - 2012
Aerotek 2007 - 2009
Skills
Microsoft Excel, Microsoft Word, Insurance, Employee Benefits, Pharmacy, Training, Property & Casualty..., Professional Liability, Health Insurance, Life Insurance, Microsoft Office, Access Database, Adobe Acrobat, PowerPoint, Pharmacy services, Long-term Care, Outlook, Lync, Fire Alarm, Burglar Alarm, Accounts Receivable, Payroll Processing
Education
Raritan Valley Community College 2014 — 2015
Meeting and Event Planning
Bryant Choi's Emerald Financial Resources Experience February 2013 - Present
Job Financial Services Representative at MassMutual Financial Group Emerald Financial
Industry Financial Services
Experience
Emerald Financial Resources February 2013 - Present
Skills
Insurance, Financial Services, Retirement Planning, Fixed Annuities, Retirement, Public Speaking, Investments, Strategic Financial..., Management, Asset Management, Wealth, Estate Planning, Portfolio Management
Education
Boston College 2005 — 2009
Bachelor of Science (BS), Biology
Emerald Financial Resources February 2013 - Present
Skills
Insurance, Financial Services, Retirement Planning, Fixed Annuities, Retirement, Public Speaking, Investments, Strategic Financial..., Management, Asset Management, Wealth, Estate Planning, Portfolio Management
Education
Boston College 2005 — 2009
Bachelor of Science (BS), Biology