Financial Services Inc
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Financial Services Inc Employees
Financial services, inc Providing financial advice to individuals and corporationsPresidentFinancial planning consultants, inc1970 - 2001
Financial Services, Inc. April 1970 - June 2000
Skills
Automotive, Vehicles, Automotive Engineering, Automobile, Business Planning, Budgets, Continuous Improvement, Product Development, Negotiation, Sales Management, Six Sigma, FMEA
Education
Purdue University
The American College
Clu, chfc, Financial services
HSBC October 2015 - Present
Financial Services, Inc. April 2008 - June 2015
Bank of America May 2006 - April 2008
North Fork Bank August 2005 - April 2006
Skills
Banking, Financial Services, Operational Risk, Loans, Credit Risk, Risk Management, Internal Audit, Internal Controls, Finance, Auditing, Risk Assessment, Cash Management, Management, Financial Analysis, Business Process, Budgets, Credit, Strategy, Enterprise Risk..., Financial Risk, Software Documentation, Operational Risk..., Sarbanes-Oxley, Financial Institutions, Sarbanes-Oxley Act, Retail Banking, COSO, AML, Fraud, Commercial Banking, Basel II, KYC, Financial Audits, External Audit, IT Audit, SOX 404, SAS70, Assurance, Bank Secrecy Act, COSO Framework, OFAC, Due Diligence, Audit Committee
Education
Baruch College 1992 — 1998
Bachelor of Business Administration (BBA), Finance, General
Scarr Insurance Group May 2014 - Present
Thomas Financial Group June 2011 - May 2014
Blaylock's Lighting 2005 - 2011
Acordia - Wells Fargo 2000 - 2005
Financial Services, Inc. 1989 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, SmartOffice, life insurance, Disability Claims..., Customer Service, Long-term Care, Group Insurance, Recruiting, Life Insurance, Underwriting, Health Insurance, Disability Insurance
Education
The University of Memphis 1990 — 1994
Draughons Junior College 1988 — 1990
Associate's Degree, Business Administration and Management, General
Arkansas State University 1987 — 1988
Local Community Bank March 2014 - Present
Financial Services, Inc October 2006 - March 2014
Geek Squad June 2005 - August 2006
Best Buy, Incorporated January 2000 - January 2006
Geek Squad May 2004 - June 2005
H&R Block October 2003 - May 2005
Skills
Windows 7, Network Administration, Symantec Antivirus, Symantec Endpoint..., Backup Exec, Wireless Networking, Windows Server, OS X, Technical Support, Servers, XP, IT Management, Windows, Software Documentation, Visio, Group Policy, Operating Systems, Integration, Security, Troubleshooting, Hardware, Databases, Testing, Laptops, ESXi, Software Installation, System Deployment, Networking, WAN, 2008 R2, Windows XP Professional, Windows Server 2003, Windows Server 2008, Mac OS X, Windows Server 2008 R2, Data Center, LAN-WAN, Windows XP, Computer Security, Network Security, Antivirus
Education
William Paterson University of New Jersey 2005 — 2012
History
Gibbs College 2001 — 2002
Computer Network Administrator, Computers, Networking
Gibbs College 2001 — 2002
of Applied Science Degree, Computer Network Administration
William Paterson University of New Jersey 1999 — 2001
Computer Science
Konica Minolta Business Solutions U.S.A., Inc. January 2015 - Present
Financial Services, Inc. June 2012 - December 2014
JP Morgan November 2008 - June 2012
JP Morgan June 2007 - October 2008
J.P. Morgan May 2005 - May 2007
Morgan Stanley December 2001 - April 2005
Skills
Change Management, Problem Solving, Project Portfolio..., Project Implementation, Process Improvement, Offshoring, Client Relationship..., Budget Tracking, Microsoft Office, Risk Mitigation, Strategic Planning, Performance Reporting, Performance Metrics, Streamline Processes, Business Requirements, Training Delivery, Reconciliation, Software Implementation
Education
The College of New Jersey 1997 — 2001
Bachelor of Science (BS), Business Administration with a specialization in Finance
Vantage Production, LLC August 2014 - Present
Property Transfer Services September 2010 - August 2014
Financial Services Inc. May 2005 - December 2009
Skills
Sales, Banking, Real Estate, Credit, Mortgage Lending, Loans, New Business Development, FHA, Refinance, Mortgage Banking, Selling, Loan Origination
Education
Bloomsburg University of Pennsylvania 1986 — 1990
Bachelor of Arts (B.A.), Communication, General
Manasquan High School
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group January 2010 - May 2015
AXS-One Inc April 1997 - July 2009
Financial Services, Inc July 1994 - March 1997
Skills
Organizational..., Employee Relations, New Hire Orientations, Employee Benefits, Payroll, FMLA, Recruiting, Human Resources, Talent Acquisition, Personnel Management, Mergers, HRIS, HR Policies, Employee Training, Insurance, Management, SPHR, Deferred Compensation, Hiring, Leadership, Mergers, Temporary Placement
Education
Monmouth University 1990 — 1994
BS, Business Management
M. Negron's Bookkeeping Service January 2000 - Present
M. Negron's Bookkeeping Service January 2000 - Present
BSE Marketing August 2006 - August 2010
BSE Marketing August 2006 - August 2010
Wolfsohn Financial January 2006 - August 2006
Financial Services Inc February 2001 - July 2006
Financial Services Inc February 2001 - July 2006
Ziehl Associates February 1992 - January 2001
Ziehl Associates February 1992 - January 2001
Touro College January 1990 - January 1992
Education
Touro College 1990 — 1993
AAS, Accounting
Meyer-Chatfield October 2013 - Present
Financial Services Inc April 1999 - September 2013
Skills
Item Processing, Banking, BOLI, Compensation & Benefit, Financial Services, Sales, Core Banking, Leadership, Finance, Credit, Software Documentation, Financial Institutions, Retail Banking, Loans, Strategy, Cash Management, Small Business Lending, Commercial Lending, Commercial Banking, Internet Banking, Access, Risk Management, Strategic Planning, Treasury Management, Management, Financial Risk
Education
Bergen Community College 1995 — 1997
Associates, Commercial Art / Computer Graphics
Gotham Technology Group December 2003 - Present
Weightwatchers.com September 2002 - May 2003
Donovan Data Systems 2003 - 2003
Schering Plough 2002 - 2002
iNautix Technologies 1999 - 2001
Micro Modeling Associates 1997 - 1999
CALC/Canterbury 1994 - 1996
Financial Services Inc 1989 - 1994
Skills
Technical Writing, Proposal Writing, Editing, Microsoft Office, SharePoint, Adobe Creative Suite, Marketing Communications, Corporate Communications, Social Media, Wordpress, Online Help, Training, Visio, Microsoft Excel, Management, Software Documentation, Project Planning, Technical Communication, Technical Documentation, Manuals, Program Management, Content Management, Adobe Acrobat, FrameMaker, WordPress, Publishing, Marketing, Windows, Copy Editing, Project Management, RoboHelp, Proofreading, Consulting, SnagIt, Pre-sales, Security, Content Development, Enterprise Software
Education
Manhattan College 1983 — 1987
BS, Mathematics
The Rockefeller Foundation September 2015 - Present
Planned Parenthood Federation of America February 2014 - September 2015
Konica Minolta Business Solutions U.S.A., Inc. October 2013 - January 2014
Rutgers Accounting January 2009 - May 2013
Financial Services Inc June 2011 - August 2011
Skills
Access, Account Reconciliation, Preparation, Team Orientation, SAP, Communication, Work Ethic, Analysis, Finance, Teamwork, Business, Personal Finance, Inventory, Balance, Asset, Invoicing, Reviews, Order Fulfillment, Microsoft Excel, Financial Statements, Leadership, Database Design, Data Mining, Sage ERP X3, Microstrategy, Crystal Reports, eWorkflow
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
BS, Finance
Financial Services Inc October 2011 - Present
Picnic the Restaurant and Picnic Catering January 2006 - May 2012
Starbucks October 2003 - October 2011
J. Licata, LLC January 2001 - August 2003
Skills
Customer Service, Management, Time Management, Staff Development, Social Media, Public Speaking, Microsoft Office, Microsoft Excel, Editing, Research, PowerPoint, Photoshop, OS X, Social Networking, Process Improvement, Facebook, Sales, Microsoft Word, Project Management, Training, Account Management
Education
Colorado State University 2014 — 2015
Bachelor's Degree, Project Management
Financial Services, Inc. August 2004 - Present
Inter Net, Inc. October 2001 - July 2004
Skills
Personnel Management, Project Management, Information Technology, Network Design, Customer Service, Microsoft Operating..., Infrastructure, Servers, WAN, Technical Support, Switches, Routers, Operating Systems, Data Center, Disaster Recovery, Vendor Management, IT Management, IT Strategy, IT Operations, IT Service Management, Network Architecture, Cisco Technologies, Networking, VMware, Microsoft Exchange
Education
Fair Lawn High School 1968 — 1972
Ramapo College of New Jersey 1968 — 1972
Call-All LLC June 2013 - Present
Financial Services Inc. December 2013 - January 2014
Lee University: Division of Adult Learning October 2012 - May 2013
Skills
Microsoft Office, Coaching, Wellness, Public Speaking, Customer Service, Fitness, Training, Healthcare, Social Media, Event Planning, Microsoft Word, Social Networking, Research, Higher Education, Team Building, Marketing, Leadership
Education
Lee University 2012 — 2014
Associate of Arts (A.A.), Sociology and Anthropology
Financial Services, Inc. October 2013 - Present
Financial Services, Inc. October 2011 - April 2013
Skills
Systems Administration, Windows Desktop..., Linux Desktop, Mac OS, Microsoft SQL Server, IIS, Active Directory, Windows Server, Microsoft Exchange, High Availability..., System Administration, Technical Support, Windows XP, Servers, Management, Troubleshooting, DNS, Network Administration, Windows 7, Virtualization, Disaster Recovery
Education
Ocean County College
Tintri August 2014 - Present
Financial Services, Inc. May 2011 - November 2012
Yahoo! October 2005 - January 2008
Skills
Behavioral Targeting, Display Advertising, DoubleClick, Digital Media, SEM, Advertising Sales, Online Advertising, Account Management, Analytics, Mobile Advertising, PPC, Lead Generation, CRM, Search Advertising, Integrated Marketing, Mobile Marketing, Customer Acquisition, Advertising, Virtualization, Enterprise Software, Cloud Computing, Salesforce.com, Strategic Partnerships, Storage, Sales, Solution Selling, SaaS
Education
Pace University-Pleasantville/Briarcliff Campus 2001 — 2005
Bachelors, Communications
Och-Ziff Capital Management June 2014 - Present
Millennium Partners November 2000 - May 2014
Saturn Network, Inc. March 2000 - February 2001
RocketBoard.com, Inc. February 2000 - November 2000
Financial Services, Inc. April 1998 - February 2000
General Electric Capital, Inc. November 1997 - August 1998
Skills
Virtualization, Infrastructure, Active Directory, Windows, Windows Server, Server Administration, Server Architecture, Enterprise Architecture, IT Strategy, High Availability, Disaster Recovery, Implementation Planning, VMware, Data Center, NetApp, Storage, Storage Area Networks, Asset Management, Blackberry Enterprise..., Trading Systems, Vendor Management, Microsoft Exchange, RSA SecurID, Electronic Trading, Low Latency, Hedge Funds, Market Data, Blackberry, SAN, Servers, Mobile Technology, Operations Management, System Administration, Systems Engineering
Education
Berkeley College 1996 — 1997
Computer Electronics and Network Administration
Bergen Community College 1994 — 1996
Mechanical Engineering
Financial Services Inc September 2013 - Present
LocalTechs May 2012 - September 2013
Genesys Associates March 2011 - May 2012
S&A Stores, Inc. September 2004 - March 2011
Skills
Troubleshooting, Computer Hardware, Technical Support, Telecommunications, VoIP, Customer Service, Switches, Software Installation, Cisco Routers, Microsoft Office, Windows, Process Improvement, Management, Printers, Project Management, Cisco Security, Cisco VoIP, Cisco Switch, Cable Management, Hardware Installation, Virus Removal, Public Speaking
Education
DeVry University 2007 — 2010
Bachelor of Science, Network and Communications Management
Financial Services Inc January 2014 - Present
Answer Financial March 2012 - January 2014
Skills
Sales, Sales Management, Social Networking, Business Networking, Connecting People, Creative Problem Solving, Customer Service
Education
Pellissippi State Community College
Financial Services Inc July 2011 - Present
Cyber X Designs January 2010 - June 2011
Multimedia Solutions June 2008 - September 2009
Marcie Designs August 1986 - April 2009
Keylex Internet Solutions September 2006 - June 2008
Home Loan Desk April 2005 - August 2006
Informedia Group 2004 - 2005
Education
Fashion Institute of Technology 1982 — 1986
BFA, Textile Design
Financial Services, Inc. July 2001 - Present
VineMob.com April 2012 - Present
DCB Associates August 1997 - July 2001
Skills
Cloud Computing, Security, Enterprise Software
Education
Fordham University School of Law 1993 — 1997
JD, Law
The Johns Hopkins University 1988 — 1992
BA, MA, Physics, Mathematics
Montclair Kimberley Academy 1984 — 1988
CCDV July 2013 - Present
CCDV October 1973 - October 2013
VERIZON BUSINESS (VzB) November 1995 - July 2013
SUNGARD COMPUTER SERVICES October 1993 - November 1995
Reliance Insurance Co. November 1986 - October 1992
NESHAMINY VALLEY INFORMATION PROCESSING, INC May 1980 - November 1986
SPS Technologies March 1970 - May 1980
FINANCIAL SERVICES, INC June 1969 - March 1970
Skills
Pa Safety inspection..., Pa Emissions License, Treasurer Abington High..., Treasurer Corvette Club..., Member ServPA, Treasurer ASA-PA..., DWDM, Project Planning, Telecommunications, Inspection, Management, Data Center, Networking, Program Management, MPLS, Network Administration, Cisco Technologies, Project Management, SDLC, PMP, VoIP, Business Analysis, Vendor Management, ITIL, Customer Service, WAN, Managed Services, Frame Relay, Wireless, Disaster Recovery, Software Installation, LAN-WAN, Providers, Automotive, Visio, PMO, Integration, Hardware, Unified Communications, Cloud Computing, Budgets, Sales, Process Improvement
Education
The George Washington University 1996 — 2000
Master certificate, project management
Taylor School of Business 1966 — 1969
Business Administration and Computer programming
BA and Computer programing 1965 — 1969
PMP #23912, Business Admin, Computer Programming
Abington High School
Abington High School
High Mountain Internet, LLC. July 2008 - Present
Financial Services Inc. August 1986 - July 2008
Skills
Joomla, SEO, SEM
Education
Fairleigh Dickinson University 1973 — 1977
Ecomonics and Communications
Financial Services, Inc. November 2011 - Present
Skills
Financial Services, Integration, Business Development, Strategy, Enterprise Architecture, Analytics, Leadership, Project Management, Strategic Planning, Data Center, Executive Management, Product Development, Customer Service
Education
City University of New York 1967 — 1972
Bachelor of Business Administration (BBA), Economics and Finance
Financial Services, Inc. May 1992 - May 2008
The Great Atlantic and Pacific Tea Company January 1989 - May 1992
Education
New Jersey City University 1972 — 1977
Bachelor of Arts, Music
TD Bank October 2014 - Present
Talon Professional Services October 2013 - January 2014
Financial Services, Inc. December 2003 - November 2012
Cegedim Relationship Management January 2000 - November 2003
Fujitsu April 1993 - November 1999
UPS 1995 - 1997
UPS 1995 - 1997
City Federal Savings Bank April 1982 - December 1992
Skills
MS Project, Program Management, PMP, Resource Management, Project Planning, Process Improvement, SDLC, Six Sigma, Quality Assurance, IT Management, Vendor Management, Software Project..., Integration, Cross-functional Team..., Requirements Analysis, Team Leadership, Software Documentation, Change Management, Business Analysis, Visio, Project Management, Risk Management, SharePoint, PMO, Business Intelligence, Agile Methodologies, Testing, Project Portfolio..., ERP, Process Engineering, Strategic Planning, Banking, Leadership, Operations Management, CRM, Waterfall Methodologies, Cross Functional Team..., Software Development, Management, Analysis, Team Building, Training, Troubleshooting, Data Center, Executive Management, Strategy, Product Management, Business Development, Contract Negotiation, Budgets
Education
Texas Tech University 1975 — 1979
Pursued PhD in Psychology and MS in Organizational Business Dynamics, Psychology and Business
Bloomsburg University of Pennsylvania 1971 — 1975
Bachelor of Arts (B.A.), Industrial and Organizational Psychology, 3.26 Overall / 3.88 in Psychology
Corma Inc. February 2008 - Present
Phoenix AMD International January 2006 - December 2007
Financial Services Inc. 2002 - 2004
IBM Canada 1998 - 2002
E.C. Walkers, Inc. 1989 - 1997
Al Bustan Palace InterContinental Muscat 1985 - 1987
Hotel InterContinental Manila 1983 - 1984
Davao Insular InterContiental Hotel 1975 - 1982
Skills
Payroll, Accounting, General Ledger, Accounts Receivable, Account Reconciliation, QuickBooks, Accruals, Journal Entries, Financial Reporting, Microsoft Excel, Auditing, Bank Reconciliation, Payroll Taxes, Invoicing, Great Plains Software, SAP, Fixed Assets, Worker's Compensation..., Employee..., Ceridian Payroll System
Education
Ateneo de Davao University 1972 — 1975
BSC, ACCOUNTING
Notre Dame Girls' Dept. HS
4 years High School
Kearny Bank May 2014 - Present
Kearny Federal Savings Bank July 2008 - May 2014
Kearny Federal Savings Bank August 2006 - July 2008
Financial Services Inc October 2004 - February 2006
Financial Services Inc July 2002 - October 2004
Financial Services Inc June 1998 - July 2002
Fleet Bank June 1988 - June 1998
Skills
Windows, Microsoft Office, Team Leadership, Leadership, Microsoft SQL Server, SQL, Budgets, SharePoint, Negotiation, Outlook, Disaster Recovery, Security, Team Building, Technical Writing, Management, Financial Analysis, Strategic Planning, PowerPoint, Banking, Policy, Project Planning, Customer Satisfaction, Software Documentation, Sales, Change Management, Teamwork, Customer Service, Microsoft Word, Project Management, Microsoft Excel, Operations Management, Risk Management, Coaching
Education
College of Saint Elizabeth 2008 — 2011
Certificate
Saint Peter's University 1998 — 2001
MBA
William Paterson University of New Jersey 1983 — 1991
BS
Financial Services Inc. March 2012 - Present
Ann Scherring LLC November 2009 - May 2012
Valley National Bank June 2001 - May 2008
Summit Bank/United Jersey Bank February 1989 - November 1999
Skills
Commercial Lending, Banking, Credit Analysis, Credit, Commercial Banking, Customer Service, Retail, Word, Retail Banking, Loans, Small Business Lending, Compliance, Deposits, Credit Risk, Consumer Lending, Business Development, Cash Management, Commercial Mortgages, Sales, Finance, Management, Leadership, Portfolio Management, Microsoft Word
Education
Bucknell University 1983 — 1987
BSBA, Management, Marketing
Academy of the Holy Angels 1979 — 1983
High School Diploma
Financial Services Inc April 2006 - November 2013
EDS July 2003 - January 2006
City of Clifton October 2000 - December 2002
Skills
Windows 7, Security, WSUS, Backup Exec, Servers, Windows, HP, XP, Troubleshooting, Networking, Software Installation, Antivirus, Computer Security, Hardware, Technical Support, Dell PowerEdge Servers, Microsoft Exchange, Laptops, Blackberry Enterprise..., SAN, Data Center, Dell Computers, System Deployment, Symantec Endpoint..., Microsoft Technologies, Novell, Windows XP, Routers, Operating Systems, Symantec Antivirus, Enterprise Software, TCP/IP, Windows 2000, Firewalls, Active Directory, DHCP, DNS, VPN, Network Administration, Windows Server, Printers, System Administration, Software Documentation, Disaster Recovery, IT Management, IT Service Management, IT Strategy, Management, Banking, Leadership
Education
Gibbs College 1999 — 2001
AS, Network Technology
Brunswick City Schools June 2014 - Present
Private Music Studio - Medina, Ohio 1997 - Present
Padua High School, St. Columbkille Elem., St. Charles Elem.; Parma, Ohio September 2006 - August 2012
Financial Services, Inc. 1998 - 1999
FirstEnergy Corp. 1995 - 1998
Various companies 1981 - 1995
Skills
Band, Music, Piano, Orchestral Music, Musical Theatre, Music Theory, Marching, Music Education, Editing, Performing Arts, Teaching, Flute, Clarinet, Songs, Saxophone, Music scholarships, College Auditions, Music Conservatory Prep., Bands
Education
Cleveland State University 2000 — 2002
BA, Music
Hiram College 1991 — 1993
BA, Business Administration
Financial Services Inc. July 2011 - Present
UBS Financial 2011 - 2014
UBS Financial 2011 - 2014
Oppenheimer & Co. July 2006 - July 2011
Wachovia securities 2002 - 2007
Skills
Investments, Retirement Planning, Retirement Savings, Asset Allocation, Wealth Management, Alternative Investments, Portfolio Management, Risk Analysis, Finance, Fixed Income, Variable Annuities, Life Insurance, Health Insurance, Long Term Care Insurance, Mutual Funds, Stocks, Securities, Series 7, Series 63, Investment Advisory, Investment Strategies, Series 65
Education
Florida Atlantic University 1991 — 1994
Business Finance
Greensboro College North Carolina 1989 — 1991
Business Finance
Community Options, Inc. July 2013 - Present
Community Options Inc December 2006 - June 2013
Financial Services Inc November 2004 - January 2007
Skills
Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Management, Customer Service, Microsoft Word, Strategic Planning
Education
Rutgers Business School 2009 — 2010
Bachelor of Science, Business Management, 3.8/4.0 GPA Summa cum Laude
Bergen Community College 2007 — 2009
Associate; a degree, Science, Business Administration; Business Management, 3.8/4.0 GPA Summa cum Laude
Financial Services, Inc. July 2000 - Present
Red Oak Bank December 1998 - July 2000
Ironbound Bank 1992 - 1998
Polifly Financial Corporation 1990 - 1992
Metrobank 1985 - 1990
First Fidelity Bank (now Wells Fargo) 1981 - 1985
Central Savings Bank 1971 - 1981
KPMG 1969 - 1971
Skills
Interest Rate Risk..., Cash Management, Loans, Banking, Financial Institutions, Credit Analysis, Treasury Management, Portfolio Management, Retail Banking, Credit, Financial Risk, Financial Modeling, Risk Management, Underwriting, Small Business Lending, Budgets, Financial Reporting, Strategic Financial..., Investments, Capital Markets, Financial Services, Internal Controls, Finance, Commercial Banking, Financial Analysis, SEC filings, Commercial Lending, Mergers & Acquisitions, Credit Risk, Securities, Accounting, IPO
Education
Fairleigh Dickinson University 1965 — 1969
Bachelor of Science (B.S.), Accounting
New Milford High School