First Investors
Industry: Company
DescriptionFounded: 1988 Subsidiaries: First Investors Insurance Company, Parent organization: FIFS Holdings Corp.
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First Investors Employees
Employee
Years
Job
Industry
Emily Ruch Emily Ruch's First Investors Experience August 2009 - August 2010
Job Executive Assistant at National Association of Mutual Insurance Companies (NAMIC)
Industry Nonprofit Organization Management
Experience
National Association of Mutual Insurance Companies (NAMIC) February 2014 - Present
National Panhellenic Conference Inc. September 2010 - February 2014
First Investors August 2009 - August 2010
Skills
Microsoft Excel, Microsoft Office, Leadership, Microsoft Word, Customer Service, Social Networking, Fundraising, Nonprofits
Education
Franklin College 2005 — 2009
Bachelor of Science (BS), Finance, General; Business Management
National Association of Mutual Insurance Companies (NAMIC) February 2014 - Present
National Panhellenic Conference Inc. September 2010 - February 2014
First Investors August 2009 - August 2010
Skills
Microsoft Excel, Microsoft Office, Leadership, Microsoft Word, Customer Service, Social Networking, Fundraising, Nonprofits
Education
Franklin College 2005 — 2009
Bachelor of Science (BS), Finance, General; Business Management
Jennifer Paolucci Jennifer Paolucci's First Investors Experience October 2003 - September 2007
Job Client Team Manager at Advanced Health Media (AHM)
Industry Events Services
Experience
Advanced Health Media (AHM) September 2007 - Present
First Investors October 2003 - September 2007
Bluefly June 1999 - October 2003
Daffy's September 1997 - May 1999
Skills
Art, Training, E-commerce, Internet, PowerPoint, Outlook, Microsoft Excel, Microsoft Applications, Microsoft Word, Event Planning, Social Networking, Meeting Planning, Customer Service, Microsoft Office, Team Leadership, Account Management, Process Improvement, Leadership, CRM, Vendor Management, Program Management, Management, Time Management, Cross-functional Team...
Education
College of Staten Island- City University of New York 2004 — 2008
Bachelor of Arts (B.A.), Science, Letters and Society
Fashion Institute of Technology 1993 — 1996
Associates Degree of Applied Sciences, Display and Exhibit Design, Fine Arts
Advanced Health Media (AHM) September 2007 - Present
First Investors October 2003 - September 2007
Bluefly June 1999 - October 2003
Daffy's September 1997 - May 1999
Skills
Art, Training, E-commerce, Internet, PowerPoint, Outlook, Microsoft Excel, Microsoft Applications, Microsoft Word, Event Planning, Social Networking, Meeting Planning, Customer Service, Microsoft Office, Team Leadership, Account Management, Process Improvement, Leadership, CRM, Vendor Management, Program Management, Management, Time Management, Cross-functional Team...
Education
College of Staten Island- City University of New York 2004 — 2008
Bachelor of Arts (B.A.), Science, Letters and Society
Fashion Institute of Technology 1993 — 1996
Associates Degree of Applied Sciences, Display and Exhibit Design, Fine Arts
Calvin Clarke Calvin Clarke's First Investors Experience 2011 - 2014
Job Associate Financial Analyst at ConAgra Foods
Industry Accounting
Experience
ConAgra Foods 2014 - Present
First Investors 2011 - 2014
LifeCare Solutions 2009 - 2011
Skills
Time Management, Asset Allocation, Investments, Microsoft Excel, Financial Services, Banking, Credit, Mutual Funds, Small Business, Retirement Planning, Sales, Finance, Public Speaking, Analysis, Budgets
Education
Eastern Washington University 2007 — 2011
Economics, Business/Managerial Economics
ConAgra Foods 2014 - Present
First Investors 2011 - 2014
LifeCare Solutions 2009 - 2011
Skills
Time Management, Asset Allocation, Investments, Microsoft Excel, Financial Services, Banking, Credit, Mutual Funds, Small Business, Retirement Planning, Sales, Finance, Public Speaking, Analysis, Budgets
Education
Eastern Washington University 2007 — 2011
Economics, Business/Managerial Economics
William Lynott William Lynott's First Investors Experience May 2006 - December 2007
Job Intermodal logistics at R&M Trucking
Industry Transportation/Trucking/Railroad
Experience
R&M Trucking October 2009 - Present
Bills painting January 2007 - September 2009
First Investors May 2006 - December 2007
Bills Painting July 2003 - April 2006
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Life Insurance, Financial Analysis, Public Speaking, Finance, New Business Development
Education
DePaul University 1999 — 2003
Bachelor's degree, Marketing, 3.4
Marian central catholi 1994 — 1999
R&M Trucking October 2009 - Present
Bills painting January 2007 - September 2009
First Investors May 2006 - December 2007
Bills Painting July 2003 - April 2006
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Life Insurance, Financial Analysis, Public Speaking, Finance, New Business Development
Education
DePaul University 1999 — 2003
Bachelor's degree, Marketing, 3.4
Marian central catholi 1994 — 1999
Andrew Rinaldi Andrew Rinaldi's First Investors Experience August 2014 - December 2014
Job Assistant Manager at Trustco Bank
Industry Banking
Experience
Trustco Bank January 2015 - Present
First Investors August 2014 - December 2014
The Ayco Company, L.P., a Goldman Sachs Company September 2013 - April 2014
ShopRite October 2012 - September 2013
School's Out Incorporated September 2007 - June 2013
Mirkovic Teal Group a financial advisory practice of Ameriprise Financial In. May 2012 - August 2012
Education
The College of Saint Rose 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Hudson Valley Community College 2010 — 2011
Associate's degree, Business Administration and Management, General
Trustco Bank January 2015 - Present
First Investors August 2014 - December 2014
The Ayco Company, L.P., a Goldman Sachs Company September 2013 - April 2014
ShopRite October 2012 - September 2013
School's Out Incorporated September 2007 - June 2013
Mirkovic Teal Group a financial advisory practice of Ameriprise Financial In. May 2012 - August 2012
Education
The College of Saint Rose 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Hudson Valley Community College 2010 — 2011
Associate's degree, Business Administration and Management, General
Romelle Holmgren Lysenko, MSW, LCSW Romelle Holmgren Lysenko, MSW, LCSW's First Investors Experience April 1986 - November 1996
Job Donor Family Aftercare Coordinator at NJ Sharing Network
Industry Mental Health Care
Experience
NJ Sharing Network February 2009 - April 2015
NJ Sharing Network May 2008 - February 2009
Richard Hall Community Mental Health Center September 2007 - May 2008
Lake Drive Program for Deaf & Hard of Hearing Students September 2006 - May 2007
First Investors April 1986 - November 1996
Skills
Non-profits, Public Speaking, Healthcare, Mental Health, Community Outreach, Customer Service, Microsoft Office, Event Planning, Editing, Teaching, Nonprofits, Hospitals, Project Management, Fundraising, Volunteer Management, Social Services, Case Managment, Psychotherapy, Crisis Intervention, Community Development, Grief Counseling, Case Management
Education
Kean University 2006 — 2008
MSW, Social Work
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1985
BS, Accounting
NJ Sharing Network February 2009 - April 2015
NJ Sharing Network May 2008 - February 2009
Richard Hall Community Mental Health Center September 2007 - May 2008
Lake Drive Program for Deaf & Hard of Hearing Students September 2006 - May 2007
First Investors April 1986 - November 1996
Skills
Non-profits, Public Speaking, Healthcare, Mental Health, Community Outreach, Customer Service, Microsoft Office, Event Planning, Editing, Teaching, Nonprofits, Hospitals, Project Management, Fundraising, Volunteer Management, Social Services, Case Managment, Psychotherapy, Crisis Intervention, Community Development, Grief Counseling, Case Management
Education
Kean University 2006 — 2008
MSW, Social Work
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1985
BS, Accounting
Jonathan Sorg's First Investors Experience May 2013 - August 2013
Job Subsidiary Sales Represtative at Berkshire Hathaway
Industry Government Administration
Experience
GEICO December 2013 - Present
American Income Life Insurance Company September 2013 - Present
First Investors May 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Public Speaking, Customer Service, Social Media, Teamwork, English, Photoshop, Event Planning, Windows, Data Analysis, Leadership, Sales, Strategy
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Arts (BS), Political Science
Indiana University Bloomington
GEICO December 2013 - Present
American Income Life Insurance Company September 2013 - Present
First Investors May 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Public Speaking, Customer Service, Social Media, Teamwork, English, Photoshop, Event Planning, Windows, Data Analysis, Leadership, Sales, Strategy
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Arts (BS), Political Science
Indiana University Bloomington
Sabah Ratani Sabah Ratani's First Investors Experience January 2008 - May 2008
Job
Industry Financial Services
Experience
EDF September 2014 - Present
EDF Inc. September 2014 - Present
EDF Trading February 2013 - Present
Aga Khan Council for USA September 2010 - December 2012
KB Home April 2009 - September 2010
IBC Bank July 2006 - April 2009
First Investors January 2008 - May 2008
Skills
Accounting, QuickBooks, Microsoft Excel, Analysis, Finance, Financial Analysis, Financial Reporting, Account Reconciliation, Financial Modeling, Outlook, Customer Service, Microsoft Office, Credit, Payroll, Budgets, Banking, Loans, Cash Management, Sarbanes-Oxley Act, Human Resources, HRIS, Management, Leadership
Education
Houston Baptist University 2014 — 2015
Master of Business Administration (MBA)
American Payroll Association 2014 — 2014
Essentials of Payroll
Rice University 2011 — 2011
Essentials of Human Resources Certification
Houston Baptist University 2004 — 2008
Bachelor of Business Administration (B.B.A.)
Houston Baptist University - College of Business and Economics 2004 — 2008
BBA, Business Administration/Managament
EDF September 2014 - Present
EDF Inc. September 2014 - Present
EDF Trading February 2013 - Present
Aga Khan Council for USA September 2010 - December 2012
KB Home April 2009 - September 2010
IBC Bank July 2006 - April 2009
First Investors January 2008 - May 2008
Skills
Accounting, QuickBooks, Microsoft Excel, Analysis, Finance, Financial Analysis, Financial Reporting, Account Reconciliation, Financial Modeling, Outlook, Customer Service, Microsoft Office, Credit, Payroll, Budgets, Banking, Loans, Cash Management, Sarbanes-Oxley Act, Human Resources, HRIS, Management, Leadership
Education
Houston Baptist University 2014 — 2015
Master of Business Administration (MBA)
American Payroll Association 2014 — 2014
Essentials of Payroll
Rice University 2011 — 2011
Essentials of Human Resources Certification
Houston Baptist University 2004 — 2008
Bachelor of Business Administration (B.B.A.)
Houston Baptist University - College of Business and Economics 2004 — 2008
BBA, Business Administration/Managament
Jim Nguyen, CFP®, MBA Jim Nguyen, CFP®, MBA's First Investors Experience May 2000 - March 2001
Job N/A
Industry Food & Beverages
Experience
USAA August 2014 - June 2015
USAA January 2008 - August 2014
Bank of America March 2001 - September 2005
First Investors May 2000 - March 2001
Skills
Retirement Planning, Estate Planning, Wealth Management, Portfolio Management, Asset Allocation, Mutual Funds, Financial Advisory, Fixed Annuities
Education
University of South Florida 2003 — 2006
Master of Business Administration (MBA), Finance
Florida State University 1996 — 2000
Bachelor's Degree, Finance and Multinational Business Operations
USAA August 2014 - June 2015
USAA January 2008 - August 2014
Bank of America March 2001 - September 2005
First Investors May 2000 - March 2001
Skills
Retirement Planning, Estate Planning, Wealth Management, Portfolio Management, Asset Allocation, Mutual Funds, Financial Advisory, Fixed Annuities
Education
University of South Florida 2003 — 2006
Master of Business Administration (MBA), Finance
Florida State University 1996 — 2000
Bachelor's Degree, Finance and Multinational Business Operations
Daniel Rauscher's First Investors Experience June 2014 - Present
Job Financial Services at First Investors
Industry Financial Services
Experience
First Investors June 2014 - Present
Vemma June 2013 - November 2013
Collegiate Entrepreneurs Inc. November 2011 - August 2012
Skills
Retirement Planning, College Savings Plans, Asset Allocation, Wealth Accumulation..., Multi-generational..., Series 6, Series 63, Life & Health Insurance..., Time Management
Education
Fairfield University 2010 — 2014
Bachelor's degree, Communication, General
Don Bosco Prepatory High School 2006 — 2010
Our Lady of Mercy 2005 — 2006
First Investors June 2014 - Present
Vemma June 2013 - November 2013
Collegiate Entrepreneurs Inc. November 2011 - August 2012
Skills
Retirement Planning, College Savings Plans, Asset Allocation, Wealth Accumulation..., Multi-generational..., Series 6, Series 63, Life & Health Insurance..., Time Management
Education
Fairfield University 2010 — 2014
Bachelor's degree, Communication, General
Don Bosco Prepatory High School 2006 — 2010
Our Lady of Mercy 2005 — 2006
Anniina Wooge's First Investors Experience January 2012 - May 2012
Job Advisor at Emporia State KC
Industry Education Management
Experience
Emporia State University July 2012 - Present
First Investors January 2012 - May 2012
Emporia State University August 2011 - May 2012
Emporia State University August 2010 - August 2011
Skills
Leadership, Language Skills, Events Organizing, Schedule Planning, Research, Attention To Detail, Customer Service, Higher Education, Language Development, Spanish, Marketing, Analysis, Schedules, Intercultural..., English, Event Planning, Event Management, Events Organisation, Sales, Management, PowerPoint, Microsoft Office, Community Outreach, Public Speaking, Social Media
Education
Emporia State University 2008 — 2012
Bachelor of Science in Business Administration (BSB), International Business concentration
Emporia State University July 2012 - Present
First Investors January 2012 - May 2012
Emporia State University August 2011 - May 2012
Emporia State University August 2010 - August 2011
Skills
Leadership, Language Skills, Events Organizing, Schedule Planning, Research, Attention To Detail, Customer Service, Higher Education, Language Development, Spanish, Marketing, Analysis, Schedules, Intercultural..., English, Event Planning, Event Management, Events Organisation, Sales, Management, PowerPoint, Microsoft Office, Community Outreach, Public Speaking, Social Media
Education
Emporia State University 2008 — 2012
Bachelor of Science in Business Administration (BSB), International Business concentration
Mohammad Suleiman Damra's First Investors Experience February 2014 - June 2014
Job Sales Advisor at Asbury Automotive Group
Industry Automotive
Experience
Asbury Automotive Group June 2015 - Present
Ron Carter Auto Group March 2015 - June 2015
Fitness Connection January 2015 - March 2015
Quick Stop LLC June 2014 - December 2014
First Investors February 2014 - June 2014
A&F Shell Inc December 2012 - February 2014
Skills
Banking, Financial Analysis, Portfolio Management, Investments, Risk Management, Corporate Finance, Financial Risk, Strategic Financial..., Investment Banking, Business Analysis, Financial Reporting, Derivatives, Mutual Funds, Analysis, Microsoft Excel, Customer Service, Business Strategy, Management, Cash Management, Budgets, Financial Modeling, Insurance, Finance, Credit, Accounting, Financial Services
Education
Eastern Kentucky University 2009 — 2014
Bachelor’s Degree, Managerial Finance
EKU 2009 — 2013
Bachelor's, FIN
Asbury Automotive Group June 2015 - Present
Ron Carter Auto Group March 2015 - June 2015
Fitness Connection January 2015 - March 2015
Quick Stop LLC June 2014 - December 2014
First Investors February 2014 - June 2014
A&F Shell Inc December 2012 - February 2014
Skills
Banking, Financial Analysis, Portfolio Management, Investments, Risk Management, Corporate Finance, Financial Risk, Strategic Financial..., Investment Banking, Business Analysis, Financial Reporting, Derivatives, Mutual Funds, Analysis, Microsoft Excel, Customer Service, Business Strategy, Management, Cash Management, Budgets, Financial Modeling, Insurance, Finance, Credit, Accounting, Financial Services
Education
Eastern Kentucky University 2009 — 2014
Bachelor’s Degree, Managerial Finance
EKU 2009 — 2013
Bachelor's, FIN
Janise Baker's First Investors Experience August 2004 - March 2006
Job Business Professional with a background in Financial Services and Business Administration
Industry Financial Services
Experience
METLIFE 2006 - 2012
FIRST INVESTORS August 2004 - March 2006
ORTHOPEDIC SPORTS MEDICINE & REHABILITATION CENTER 2002 - 2004
Skills
Customer Service, Microsoft Excel, Lotus Notes, Outlook, Visio, Insurance, Microsoft Office, Securities, Mutual Funds, Annuities, Fixed Annuities, Financial Services
Education
Kean University
Bachelor of Science in Management Sciences
Brookdale Community College
Associate of Business Administration
METLIFE 2006 - 2012
FIRST INVESTORS August 2004 - March 2006
ORTHOPEDIC SPORTS MEDICINE & REHABILITATION CENTER 2002 - 2004
Skills
Customer Service, Microsoft Excel, Lotus Notes, Outlook, Visio, Insurance, Microsoft Office, Securities, Mutual Funds, Annuities, Fixed Annuities, Financial Services
Education
Kean University
Bachelor of Science in Management Sciences
Brookdale Community College
Associate of Business Administration
Olivia M Daugherty's First Investors Experience August 2015 - Present
Job Apprenticeship
Industry Investment Banking
Experience
First Investors August 2015 - Present
Kings Daughters Hospital & Health Services May 2012 - Present
First Investors Corporation January 2015 - March 2015
Meese-Orbitron-Dunne Company June 2011 - August 2011
Skills
Pharmacy, Community Pharmacy, Compounding, Healthcare, Hospitals, Clinical Pharmacy, Hospital Pharmacy, Cpr Certified, Pharmacy Automation, Prescription, Pharmacy Technicians, Pyxis, Microsoft Office, Customer Service, Microsoft Word, Leadership, Social Media, PowerPoint, Public Speaking, Microsoft Excel, Sales, Research, Meditech, Medication..., Anticoagulation, Management
Education
University of Kentucky 2011 — 2015
BSBE
Ivy Tech Community College-Southeast 2009 — 2010
Degree not attempted. Used to take summer classes.
First Investors August 2015 - Present
Kings Daughters Hospital & Health Services May 2012 - Present
First Investors Corporation January 2015 - March 2015
Meese-Orbitron-Dunne Company June 2011 - August 2011
Skills
Pharmacy, Community Pharmacy, Compounding, Healthcare, Hospitals, Clinical Pharmacy, Hospital Pharmacy, Cpr Certified, Pharmacy Automation, Prescription, Pharmacy Technicians, Pyxis, Microsoft Office, Customer Service, Microsoft Word, Leadership, Social Media, PowerPoint, Public Speaking, Microsoft Excel, Sales, Research, Meditech, Medication..., Anticoagulation, Management
Education
University of Kentucky 2011 — 2015
BSBE
Ivy Tech Community College-Southeast 2009 — 2010
Degree not attempted. Used to take summer classes.
Halie Bullock Halie Bullock's First Investors Experience June 2012 - February 2013
Job Social Media Manager & Office Administrator
Industry Financial Services
Experience
Liberated Media Incorporated December 2012 - Present
The Daniel Group February 2013 - June 2013
First Investors June 2012 - February 2013
The Daniel Group January 2012 - June 2012
Sears Holdings Corporation September 2011 - January 2012
Kalkomey Enterprises, Inc. November 2010 - May 2011
Skills
Office Administration, Stage Management, Microsoft Office, Data Entry, Customer Service, Typing, Word, Outlook, PowerPoint, Excel, Teamwork, Problem Solving, Social Networking, Adobe Acrobat, Photoshop, Administrative Support, Mac, Retail, Merchandising, Adobe Creative Suite, Linux, Windows 7, Windows Vista, Windows XP, Mac OS X, Snow Leopard, Leopard, Recruiting, Modeling, Wordpress, Microsoft Word, Social Media, Microsoft Excel, Editing, OS X, Administrative..., Applicant Tracking..., Networking, XP, Sales, Social Media Marketing, System Administration, Facebook, Customer Satisfaction, Cold Calling, Training, Internet Recruiting
Education
San Antonio College 2011 — 2013
Associate of Applied Science, Network Administration
Collin County Community College 2009 — 2010
Liberated Media Incorporated December 2012 - Present
The Daniel Group February 2013 - June 2013
First Investors June 2012 - February 2013
The Daniel Group January 2012 - June 2012
Sears Holdings Corporation September 2011 - January 2012
Kalkomey Enterprises, Inc. November 2010 - May 2011
Skills
Office Administration, Stage Management, Microsoft Office, Data Entry, Customer Service, Typing, Word, Outlook, PowerPoint, Excel, Teamwork, Problem Solving, Social Networking, Adobe Acrobat, Photoshop, Administrative Support, Mac, Retail, Merchandising, Adobe Creative Suite, Linux, Windows 7, Windows Vista, Windows XP, Mac OS X, Snow Leopard, Leopard, Recruiting, Modeling, Wordpress, Microsoft Word, Social Media, Microsoft Excel, Editing, OS X, Administrative..., Applicant Tracking..., Networking, XP, Sales, Social Media Marketing, System Administration, Facebook, Customer Satisfaction, Cold Calling, Training, Internet Recruiting
Education
San Antonio College 2011 — 2013
Associate of Applied Science, Network Administration
Collin County Community College 2009 — 2010
Andrew Combs Andrew Combs's First Investors Experience September 2007 - July 2008
Job Credit Analyst at Merchants Metals
Industry Building Materials
Experience
Merchants Metals July 2014 - Present
Just Cash May 2014 - July 2014
Gypsum Management Supply August 2013 - May 2014
TMX Finance Incorporated July 2009 - August 2013
Instant Tax Service December 2008 - April 2009
First Investors September 2007 - July 2008
Eminent Properties LLC June 2006 - July 2007
Skills
Finance, Customer Service, Financial Services, Payments, Credit, Account Management, Microsoft Excel, Accounts Receivable, Forecasting, Management, Marketing
Education
Kennesaw State University 2002 — 2006
Bachelor, Business Administration; Finance
Merchants Metals July 2014 - Present
Just Cash May 2014 - July 2014
Gypsum Management Supply August 2013 - May 2014
TMX Finance Incorporated July 2009 - August 2013
Instant Tax Service December 2008 - April 2009
First Investors September 2007 - July 2008
Eminent Properties LLC June 2006 - July 2007
Skills
Finance, Customer Service, Financial Services, Payments, Credit, Account Management, Microsoft Excel, Accounts Receivable, Forecasting, Management, Marketing
Education
Kennesaw State University 2002 — 2006
Bachelor, Business Administration; Finance
Mike Riehl Mike Riehl's First Investors Experience June 2009 - August 2009
Job Mortgage Underwriter at U.S. Bank Home Mortgage
Industry Banking
Experience
U.S. Bank January 2015 - Present
U.S. Bank June 2012 - Present
U.S. Bank December 2009 - June 2012
First Investors June 2009 - August 2009
First Investors May 2008 - August 2008
Ritz Camera May 2005 - August 2008
UPS Supply Chain Solutions October 2003 - April 2005
UPS Supply Chain Solutions June 2003 - October 2003
Skills
Banking, Credit Analysis, Consumer Lending, Loans, Credit, Small Business Lending, Lines Of Credit, Deposits, Retail Banking, Home Equity Loans, Cross Selling, Mortgage Lending, Mortgage, Series 6, Personal Loans, Merchant Services, Term Loans, Cash Management, Refinance, Series 63, Tax Analysis, Home Equity Lines of..., Real Estate
Education
Portland State University 2007 — 2009
Bachelor of Science: Business Administration, Real Estate, Finance, Accounting
Clackamas Community College
Associate of Science, Business
U.S. Bank January 2015 - Present
U.S. Bank June 2012 - Present
U.S. Bank December 2009 - June 2012
First Investors June 2009 - August 2009
First Investors May 2008 - August 2008
Ritz Camera May 2005 - August 2008
UPS Supply Chain Solutions October 2003 - April 2005
UPS Supply Chain Solutions June 2003 - October 2003
Skills
Banking, Credit Analysis, Consumer Lending, Loans, Credit, Small Business Lending, Lines Of Credit, Deposits, Retail Banking, Home Equity Loans, Cross Selling, Mortgage Lending, Mortgage, Series 6, Personal Loans, Merchant Services, Term Loans, Cash Management, Refinance, Series 63, Tax Analysis, Home Equity Lines of..., Real Estate
Education
Portland State University 2007 — 2009
Bachelor of Science: Business Administration, Real Estate, Finance, Accounting
Clackamas Community College
Associate of Science, Business
Scott Ingram, CPA, MBA Scott Ingram, CPA, MBA's First Investors Experience 1988 - 1989
Job Manager at KPMG
Industry Management Consulting
Experience
KPMG March 2013 - Present
Florida Healthy Kids Corporation 2007 - March 2013
Public Consulting Group October 2005 - February 2007
Hillsborough Kids, Inc. July 2001 - October 2005
State of Florida January 1994 - July 2001
Chase Education Finance January 1990 - January 1994
First Investors 1988 - 1989
Skills
CPA, Strategic Planning, Account Reconciliation, Non-profits, Government, Budgets, Payroll, Policy, Financial Modeling, Finance, Process Improvement, Analysis, Accounts Receivable, Accounts Payable, Internal Controls, Financial Analysis, Managerial Finance, Workday Financial..., Revenue Maximization, Nonprofits, IT Management, Program Management, GAAP, Proposal Development
Education
University of South Florida 1991 — 1995
Master of Business Administration (M.B.A.), Finance
Florida State University 1984 — 1988
Bachelor's degree, Psychology
Chamberlain H.S.
KPMG March 2013 - Present
Florida Healthy Kids Corporation 2007 - March 2013
Public Consulting Group October 2005 - February 2007
Hillsborough Kids, Inc. July 2001 - October 2005
State of Florida January 1994 - July 2001
Chase Education Finance January 1990 - January 1994
First Investors 1988 - 1989
Skills
CPA, Strategic Planning, Account Reconciliation, Non-profits, Government, Budgets, Payroll, Policy, Financial Modeling, Finance, Process Improvement, Analysis, Accounts Receivable, Accounts Payable, Internal Controls, Financial Analysis, Managerial Finance, Workday Financial..., Revenue Maximization, Nonprofits, IT Management, Program Management, GAAP, Proposal Development
Education
University of South Florida 1991 — 1995
Master of Business Administration (M.B.A.), Finance
Florida State University 1984 — 1988
Bachelor's degree, Psychology
Chamberlain H.S.
Molly Brackman Molly Brackman's First Investors Experience April 2013 - October 2013
Job Contracts Specialist
Industry Management Consulting
Experience
AMDEX Corporation November 2013 - Present
First Investors April 2013 - October 2013
Fibre Federal Credit Union October 2012 - April 2013
Linfield College April 2010 - May 2012
Linfield College August 2008 - May 2012
WAUNA FEDERAL CREDIT UNION November 2005 - August 2010
Linfield College September 2009 - May 2010
Skills
Event Planning, Microsoft Office, Team Management, Community Outreach, Time Management, Social Media Marketing, Microsoft Word, Problem Solving, Multi Tasking, Communication, Human Resources, Leadership, Project Management, Adobe Professional, Deltek, Photoshop Elements, HTML, Social Media Outreach, Premiere Elements, Adobe Creative Suite, Google+, Google Analytics, Microsoft Excel, YouTube, Google Docs
Education
Linfield College 2008 — 2012
Bachelor of Science (BS), Business Management
Linfield College
Bachelor of Science (B.S.), Business, Management
AMDEX Corporation November 2013 - Present
First Investors April 2013 - October 2013
Fibre Federal Credit Union October 2012 - April 2013
Linfield College April 2010 - May 2012
Linfield College August 2008 - May 2012
WAUNA FEDERAL CREDIT UNION November 2005 - August 2010
Linfield College September 2009 - May 2010
Skills
Event Planning, Microsoft Office, Team Management, Community Outreach, Time Management, Social Media Marketing, Microsoft Word, Problem Solving, Multi Tasking, Communication, Human Resources, Leadership, Project Management, Adobe Professional, Deltek, Photoshop Elements, HTML, Social Media Outreach, Premiere Elements, Adobe Creative Suite, Google+, Google Analytics, Microsoft Excel, YouTube, Google Docs
Education
Linfield College 2008 — 2012
Bachelor of Science (BS), Business Management
Linfield College
Bachelor of Science (B.S.), Business, Management
Katie Gershon's First Investors Experience 2014 - Present
Job Assistant teacher at Wharton Elementary School
Industry
Experience
First Investors 2014 - Present
Wharton Elementary School October 2012 - 2013
P.F. Chang's China Bistro June 2011 - July 2012
Field Hockey Assistant Coach July 2007 - November 2010
YMCA Leaders September 2008 - April 2010
Babysitter January 2006 - January 2010
Carolina Day School August 2004 - November 2009
Temple Beth Ha Tephila November 2004 - April 2009
Marble Slab Creamery April 2007 - October 2008
Skills
Team Leadership, Leadership, Patience, Experience Working with..., Passionate about work, Passion for Helping..., Passion for Success, Passion to Succeed, Positive Behavior..., Early Childhood...
Education
Franklin & Marshall College 2011 — 2014
Bachelor's Degree, History
Carolina Day School 2006 — 2010
High school diploma
First Investors 2014 - Present
Wharton Elementary School October 2012 - 2013
P.F. Chang's China Bistro June 2011 - July 2012
Field Hockey Assistant Coach July 2007 - November 2010
YMCA Leaders September 2008 - April 2010
Babysitter January 2006 - January 2010
Carolina Day School August 2004 - November 2009
Temple Beth Ha Tephila November 2004 - April 2009
Marble Slab Creamery April 2007 - October 2008
Skills
Team Leadership, Leadership, Patience, Experience Working with..., Passionate about work, Passion for Helping..., Passion for Success, Passion to Succeed, Positive Behavior..., Early Childhood...
Education
Franklin & Marshall College 2011 — 2014
Bachelor's Degree, History
Carolina Day School 2006 — 2010
High school diploma
Keith Chin Keith Chin's First Investors Experience March 2003 - March 2004
Job MBA
Industry Financial Services
Experience
BNY Mellon February 2013 - Present
Prudential Financial March 2004 - November 2011
First Investors March 2003 - March 2004
Skills
Management, Finance, Microsoft Excel, Sales, PowerPoint, Microsoft Office, Mutual Funds, Financial Analysis, Customer Service, Project Management, Social Media, Financial Services, Pharmaceutical Industry, Portfolio Management, Fixed Annuities, Public Relations, Financial Reporting, Business Analysis, Accounting, Data Analysis, Public Speaking, Marketing, Business Intelligence, Process Improvement, Real Estate Development, Nonprofits, Investments, Program Management, Strategic Planning, Cross-functional Team..., Employee Relations, Event Planning, Valuation, Fundraising, Leadership, Digital Marketing, Financial Modeling, Strategic Financial..., Corporate Finance, Investment Properties, Legal Writing, Business Process...
Education
Eastern University 2007 — 2009
MBA, Graduate Studies, Management
Temple University - Fox School of Business and Management 1998 — 2002
Bachelor of Business Administration (B.B.A.), Marketing
BNY Mellon February 2013 - Present
Prudential Financial March 2004 - November 2011
First Investors March 2003 - March 2004
Skills
Management, Finance, Microsoft Excel, Sales, PowerPoint, Microsoft Office, Mutual Funds, Financial Analysis, Customer Service, Project Management, Social Media, Financial Services, Pharmaceutical Industry, Portfolio Management, Fixed Annuities, Public Relations, Financial Reporting, Business Analysis, Accounting, Data Analysis, Public Speaking, Marketing, Business Intelligence, Process Improvement, Real Estate Development, Nonprofits, Investments, Program Management, Strategic Planning, Cross-functional Team..., Employee Relations, Event Planning, Valuation, Fundraising, Leadership, Digital Marketing, Financial Modeling, Strategic Financial..., Corporate Finance, Investment Properties, Legal Writing, Business Process...
Education
Eastern University 2007 — 2009
MBA, Graduate Studies, Management
Temple University - Fox School of Business and Management 1998 — 2002
Bachelor of Business Administration (B.B.A.), Marketing
Scott Martin, CFP® , CDFA™ Scott Martin, CFP® , CDFA™'s First Investors Experience June 1984 - June 1987
Job Did you or your financial advisor make 1 of the biggest mistakes that could substantially reduce your retirement income?
Industry Financial Services
Experience
SD Martin Financial Services, Inc September 1994 - Present
DivorceDirection December 2008 - March 2013
UBS August 1992 - September 1994
Merrill Lynch June 1987 - August 1992
First Investors June 1984 - June 1987
US ARMY 3rd Armored Cavalry Regiment July 1975 - July 1978
Skills
Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, Tax Minimization..., Risk Minimization..., Cash Flow, Retirement Income..., Portfolio Management, Financial Analysis, Financial Forecasting, Debt Management, Long Term Care Planning, 401k Rollovers, IRAs, Roth IRA, Investments, Retirement, Strategic Financial..., Financial Advisory, Wealth, Securities, Financial Services, Finance, Investment Strategies, Asset Allocation, Financial Planners, 401k, High Net Worth..., Risk Management, Insurance, Due Diligence
Education
College For Financial Planning 1994 — 1996
Certified Financial Planner, Financial Planning and Services
Institute For Divorce Financial Analyst 2009 — 2009
Certified Divorce Financial Analyst, Divorce Financial Planning
Colorado State University 1980 — 1983
Bachelor's degree
Union Endicott High School
SD Martin Financial Services, Inc September 1994 - Present
DivorceDirection December 2008 - March 2013
UBS August 1992 - September 1994
Merrill Lynch June 1987 - August 1992
First Investors June 1984 - June 1987
US ARMY 3rd Armored Cavalry Regiment July 1975 - July 1978
Skills
Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, Tax Minimization..., Risk Minimization..., Cash Flow, Retirement Income..., Portfolio Management, Financial Analysis, Financial Forecasting, Debt Management, Long Term Care Planning, 401k Rollovers, IRAs, Roth IRA, Investments, Retirement, Strategic Financial..., Financial Advisory, Wealth, Securities, Financial Services, Finance, Investment Strategies, Asset Allocation, Financial Planners, 401k, High Net Worth..., Risk Management, Insurance, Due Diligence
Education
College For Financial Planning 1994 — 1996
Certified Financial Planner, Financial Planning and Services
Institute For Divorce Financial Analyst 2009 — 2009
Certified Divorce Financial Analyst, Divorce Financial Planning
Colorado State University 1980 — 1983
Bachelor's degree
Union Endicott High School
Andrew Wilmarth's First Investors Experience October 2014 - January 2015
Job Currently seeking employment
Industry Sports
Experience
Charles River YMCA February 2012 - Present
First Investors October 2014 - January 2015
Weston Memorial Pool May 2009 - 2012
The West End Museum May 2011 - August 2011
Leventhal Sidman Jewish Community Center May 2006 - February 2009
Skills
Lifeguarding, Microsoft Office, Social Media
Education
Salem State University 2013 — 2014
Certified Financial Planner Course, Finance, General
Fitchburg State College 2009 — 2011
Bachelor of Science (B.S.), History
Massbay Community College 2007 — 2009
Associate's degree, General Studies
Charles River YMCA February 2012 - Present
First Investors October 2014 - January 2015
Weston Memorial Pool May 2009 - 2012
The West End Museum May 2011 - August 2011
Leventhal Sidman Jewish Community Center May 2006 - February 2009
Skills
Lifeguarding, Microsoft Office, Social Media
Education
Salem State University 2013 — 2014
Certified Financial Planner Course, Finance, General
Fitchburg State College 2009 — 2011
Bachelor of Science (B.S.), History
Massbay Community College 2007 — 2009
Associate's degree, General Studies
Alison Zielinski's First Investors Experience June 2011 - August 2011
Job Export Licensing Associate at United Technologies
Industry Defense & Space
Experience
United Technologies December 2014 - Present
UTC Aerospace Systems May 2013 - December 2014
UTC Aerospace Systems November 2012 - May 2013
Connecticut Judicial Branch June 2012 - August 2012
First Investors June 2011 - August 2011
Skills
ITAR, EAR, OFAC, Export Controls, Customs Regulations, National Security, Harmonized Tariff..., Licensing, Aerospace, International Business
Education
Indiana University - Kelley School of Business 2015 — 2017
Master of Business Adminstration (MBA)
University of Connecticut 2009 — 2013
BA, Economics
United Technologies December 2014 - Present
UTC Aerospace Systems May 2013 - December 2014
UTC Aerospace Systems November 2012 - May 2013
Connecticut Judicial Branch June 2012 - August 2012
First Investors June 2011 - August 2011
Skills
ITAR, EAR, OFAC, Export Controls, Customs Regulations, National Security, Harmonized Tariff..., Licensing, Aerospace, International Business
Education
Indiana University - Kelley School of Business 2015 — 2017
Master of Business Adminstration (MBA)
University of Connecticut 2009 — 2013
BA, Economics
Christopher Gagnier's First Investors Experience May 2012 - September 2012
Job Regional Consultant at ProShare Advisors LLC
Industry Financial Services
Experience
ProShare Advisors LLC April 2015 - Present
Calvert Investments May 2014 - April 2015
AXA Advisors October 2012 - May 2014
First Investors May 2012 - September 2012
Skills
Series 7, Series 6, Series 66, Series 63
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Fine Arts (BFA)
The Haverford School 2004 — 2007
ProShare Advisors LLC April 2015 - Present
Calvert Investments May 2014 - April 2015
AXA Advisors October 2012 - May 2014
First Investors May 2012 - September 2012
Skills
Series 7, Series 6, Series 66, Series 63
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Fine Arts (BFA)
The Haverford School 2004 — 2007
Adam Grygo Adam Grygo's First Investors Experience March 2012 - July 2014
Job Consulting Engineer at Aspire Technology Partners
Industry Computer Networking
Experience
Aspire Technology Partners July 2014 - Present
First Investors March 2012 - July 2014
First Investors March 2010 - April 2012
Skills
Cisco Certified, Network Administration, Cisco Routing &..., Cisco Routers, Cisco IOS, Cisco Call Manager, Cisco Wireless, Telecommunications, Customer Service, Telecommunication..., Telecommunications..., Avaya Site..., Computer Network..., Windows, Microsoft Excel, Windows 7, Windows XP Pro, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Help Desk Support, Servers, Computer Hardware, Disaster Recovery, Cisco Technologies, Network Engineering, Avaya, VoIP, Technical Support, Software Documentation, Troubleshooting, TCP/IP, Wireless Networking, Network Design, Avaya Technologies, Windows XP
Education
DeVry University 2006 — 2010
Bachelor of Science (BS), Network and Communications Management, 3.96 Grade Point Average
Aspire Technology Partners July 2014 - Present
First Investors March 2012 - July 2014
First Investors March 2010 - April 2012
Skills
Cisco Certified, Network Administration, Cisco Routing &..., Cisco Routers, Cisco IOS, Cisco Call Manager, Cisco Wireless, Telecommunications, Customer Service, Telecommunication..., Telecommunications..., Avaya Site..., Computer Network..., Windows, Microsoft Excel, Windows 7, Windows XP Pro, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Help Desk Support, Servers, Computer Hardware, Disaster Recovery, Cisco Technologies, Network Engineering, Avaya, VoIP, Technical Support, Software Documentation, Troubleshooting, TCP/IP, Wireless Networking, Network Design, Avaya Technologies, Windows XP
Education
DeVry University 2006 — 2010
Bachelor of Science (BS), Network and Communications Management, 3.96 Grade Point Average
Anthony Locascio's First Investors Experience April 2013 - August 2013
Job Financial Analyst at Entergy
Industry Utilities
Experience
Entergy June 2015 - Present
Burkenroad Equity Research Reports January 2015 - May 2015
B&H Distributors, Inc. June 2013 - December 2013
Pi Kappa Phi Fraternity January 2013 - December 2013
First Investors April 2013 - August 2013
CB&I (Shaw Group) May 2010 - January 2011
Skills
Finance, Corporate Finance, Microsoft Excel, Recruiting, Teamwork, Investments, Financial Analysis, Financial Modeling, Risk Management, Research, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Data Analysis, Equity Research, Private Equity, Accounting, Energy Management
Education
Tulane University - A.B. Freeman School of Business 2014 — 2015
Master's Degree, Management in Energy, 3.67
Louisiana State University 2010 — 2014
Bachelor of Science (BS), Finance, General
Entergy June 2015 - Present
Burkenroad Equity Research Reports January 2015 - May 2015
B&H Distributors, Inc. June 2013 - December 2013
Pi Kappa Phi Fraternity January 2013 - December 2013
First Investors April 2013 - August 2013
CB&I (Shaw Group) May 2010 - January 2011
Skills
Finance, Corporate Finance, Microsoft Excel, Recruiting, Teamwork, Investments, Financial Analysis, Financial Modeling, Risk Management, Research, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Data Analysis, Equity Research, Private Equity, Accounting, Energy Management
Education
Tulane University - A.B. Freeman School of Business 2014 — 2015
Master's Degree, Management in Energy, 3.67
Louisiana State University 2010 — 2014
Bachelor of Science (BS), Finance, General
Michael Evangelista Michael Evangelista's First Investors Experience July 2012 - October 2013
Job Credit Analyst at People's United Business Capital
Industry Financial Services
Experience
People's United Business Capital September 2013 - Present
First Investors July 2012 - October 2013
TD Bank, NA October 2010 - September 2013
Skills
Credit, Credit Analysis, Financial Analysis, Credit Risk, Banking, Loans, Commercial Banking, Financial Risk, Financial Services
Education
Kean University 2002 — 2007
Bachelor of Science (BS), Finance (Major), Economics (Minor)
People's United Business Capital September 2013 - Present
First Investors July 2012 - October 2013
TD Bank, NA October 2010 - September 2013
Skills
Credit, Credit Analysis, Financial Analysis, Credit Risk, Banking, Loans, Commercial Banking, Financial Risk, Financial Services
Education
Kean University 2002 — 2007
Bachelor of Science (BS), Finance (Major), Economics (Minor)
Jay Pham Jay Pham's First Investors Experience March 2010 - June 2011
Job Depositary Receipt Client Solutions at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
J.P. Morgan March 2012 - Present
First Investors March 2010 - June 2011
Skills
Finance, Investments, Investment Banking, Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Insurance, Accounting, Microsoft Excel, Financial Reporting, Analysis, Options
Education
Drexel University 2012 — 2013
Master's degree, Banking and Financial Support Services, 3.7
Indiana University Bloomington 2006 — 2010
Bachelor's degree, Accounting and Finance, 3.75
JPMorgan Chase January 2014 - Present
J.P. Morgan March 2012 - Present
First Investors March 2010 - June 2011
Skills
Finance, Investments, Investment Banking, Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Insurance, Accounting, Microsoft Excel, Financial Reporting, Analysis, Options
Education
Drexel University 2012 — 2013
Master's degree, Banking and Financial Support Services, 3.7
Indiana University Bloomington 2006 — 2010
Bachelor's degree, Accounting and Finance, 3.75
Steve Crane, MBA's First Investors Experience June 2000 - November 2000
Job Credit Manager, Glass North America at PPG Industries
Industry Chemicals
Experience
PPG Industries November 2013 - Present
PPG Architectural Finishes January 2011 - Present
Direct Energy May 2008 - May 2011
United Auto Credit Corporation September 2004 - April 2008
United Auto Credit September 2004 - September 2005
Chrysler Financial Corporation November 2000 - September 2004
First Investors June 2000 - November 2000
Skills
Credit, Financial Analysis, Negotiation, Access, Outlook, Process Improvement, Microsoft Excel, Customer Service, Accounting, Training, Project Management, Finance, Sales, Management, Accounts Receivable
Education
Robert Morris University 2010 — 2012
MBA, Business, 3.65
Indiana University of Pennsylvania 1995 — 2000
Bachelor of Science, Marketing
PPG Industries November 2013 - Present
PPG Architectural Finishes January 2011 - Present
Direct Energy May 2008 - May 2011
United Auto Credit Corporation September 2004 - April 2008
United Auto Credit September 2004 - September 2005
Chrysler Financial Corporation November 2000 - September 2004
First Investors June 2000 - November 2000
Skills
Credit, Financial Analysis, Negotiation, Access, Outlook, Process Improvement, Microsoft Excel, Customer Service, Accounting, Training, Project Management, Finance, Sales, Management, Accounts Receivable
Education
Robert Morris University 2010 — 2012
MBA, Business, 3.65
Indiana University of Pennsylvania 1995 — 2000
Bachelor of Science, Marketing
Andi Sie | Mindful Tech Entrepreneur Andi Sie | Mindful Tech Entrepreneur's First Investors Experience May 1998 - May 1999
Job CEO/Startup Innovation Director
Industry Information Technology and Services
Experience
eSolutech.com July 2013 - Present
eEvent, Inc. (Eventbistro.com, eEvent.com, guestHub.com) July 2010 - July 2013
IT Allianz, LLC. July 2008 - December 2011
Sunrise Mortgage Services January 2003 - January 2009
The Commerce Benefits Group February 2001 - September 2002
Bank One (acquired by Chase Bank) May 1999 - July 2000
First Investors May 1998 - May 1999
Bonanza Record and Merpati Specialty Fashion Center January 1990 - September 1995
Skills
Start-ups, Entrepreneurship, Strategic Partnerships, Business Development, Strategy, Leadership, Management, Business Modeling, Mobile Applications, Venture Capital, Marketing, Marketing Strategy, Project Management, Mobile Devices, CRM, Strategic Planning, IT Strategy, Business Intelligence, Program Management, Product Development, Event Planning, Business Strategy, Small Business, Social Media Marketing, Event Management, Web Design, Fundraising, Entrepreneurial Skills, Social Media Measurement, Lead Generation, E-commerce, Digital Marketing, Management Consulting, SEO, Project Planning, Business Planning, Chen Taiji, Mergers, Blogging, Recruiting, SaaS, Cloud Computing, Product Management, Product Marketing, Consulting, Market Research, Analytics, Executive Management, Web Development, Enterprise Software
Education
The Ohio State University - The Max M. Fisher College of Business 1997 — 1999
BSBA, Finance
Franklin University
DO, Computer Science
eSolutech.com July 2013 - Present
eEvent, Inc. (Eventbistro.com, eEvent.com, guestHub.com) July 2010 - July 2013
IT Allianz, LLC. July 2008 - December 2011
Sunrise Mortgage Services January 2003 - January 2009
The Commerce Benefits Group February 2001 - September 2002
Bank One (acquired by Chase Bank) May 1999 - July 2000
First Investors May 1998 - May 1999
Bonanza Record and Merpati Specialty Fashion Center January 1990 - September 1995
Skills
Start-ups, Entrepreneurship, Strategic Partnerships, Business Development, Strategy, Leadership, Management, Business Modeling, Mobile Applications, Venture Capital, Marketing, Marketing Strategy, Project Management, Mobile Devices, CRM, Strategic Planning, IT Strategy, Business Intelligence, Program Management, Product Development, Event Planning, Business Strategy, Small Business, Social Media Marketing, Event Management, Web Design, Fundraising, Entrepreneurial Skills, Social Media Measurement, Lead Generation, E-commerce, Digital Marketing, Management Consulting, SEO, Project Planning, Business Planning, Chen Taiji, Mergers, Blogging, Recruiting, SaaS, Cloud Computing, Product Management, Product Marketing, Consulting, Market Research, Analytics, Executive Management, Web Development, Enterprise Software
Education
The Ohio State University - The Max M. Fisher College of Business 1997 — 1999
BSBA, Finance
Franklin University
DO, Computer Science
Bailey Jenkins Bailey Jenkins's First Investors Experience March 2012 - July 2012
Job Graduate Student at Valdosta State University
Industry Logistics and Supply Chain
Experience
Elite Creative Group January 2015 - Present
Valdosta State University August 2014 - Present
Elite Creative Group January 2014 - December 2014
Reliance Trust Company an FIS Company April 2014 - August 2014
Reliance Trust Company an FIS Company August 2013 - April 2014
Reliance Trust Company an FIS Company February 2013 - August 2013
First Investors March 2012 - July 2012
Georgia College & State University April 2009 - May 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Time Management, Event Planning, Customer Service, Access, Accounting, Research, Social Media, Teamwork, Leadership, Critical Thinking, Outlook, Data Entry, Team Building
Education
Valdosta State University 2014 — 2016
Master of Business Administration (M.B.A.), International Business, Logistics and Supply Chain
Georgia College and State University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Elite Creative Group January 2015 - Present
Valdosta State University August 2014 - Present
Elite Creative Group January 2014 - December 2014
Reliance Trust Company an FIS Company April 2014 - August 2014
Reliance Trust Company an FIS Company August 2013 - April 2014
Reliance Trust Company an FIS Company February 2013 - August 2013
First Investors March 2012 - July 2012
Georgia College & State University April 2009 - May 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Time Management, Event Planning, Customer Service, Access, Accounting, Research, Social Media, Teamwork, Leadership, Critical Thinking, Outlook, Data Entry, Team Building
Education
Valdosta State University 2014 — 2016
Master of Business Administration (M.B.A.), International Business, Logistics and Supply Chain
Georgia College and State University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Lisa Talamo's First Investors Experience 1998 - 2008
Job Emerald Coach at Team Beachbody
Industry Health, Wellness and Fitness
Experience
Team Beachbody August 2013 - Present
First Investors 1998 - 2008
Skills
Coaching, Customer Service, Wellness, Public Speaking, Fitness, Marketing, Social Networking
Education
Indiana University Robert H. McKinney School of Law 1995 — 1998
Doctor of Law (JD)
Indiana University Bloomington 1991 — 1995
B.S. Kinesiology, Sport Marketing and Management
Team Beachbody August 2013 - Present
First Investors 1998 - 2008
Skills
Coaching, Customer Service, Wellness, Public Speaking, Fitness, Marketing, Social Networking
Education
Indiana University Robert H. McKinney School of Law 1995 — 1998
Doctor of Law (JD)
Indiana University Bloomington 1991 — 1995
B.S. Kinesiology, Sport Marketing and Management
Michael Vonderau Michael Vonderau's First Investors Experience February 2012 - May 2012
Job Sr. Qualified Plans Associate at Equity Trust Company
Industry Investment Management
Experience
Equity Trust Company Sr. Qualified Plans AssociateEquity Trust CompanyJuly 2015 - Present
Equity Trust Company July 2013 - Present
Giant Eagle November 2007 - November 2014
First Investors February 2012 - May 2012
Skills
Time Management, Data Entry, Customer Service, Retail, Cashiering, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Telephone Skills, Microsoft Office, Inventory Management, Merchandising, Teamwork, Retail Sales
Education
Cleveland State University 2010 — 2012
Bachelor of Business Administration (BBA), Economics
Cuyahoga Community College 2007 — 2010
Associate's degree
Equity Trust Company Sr. Qualified Plans AssociateEquity Trust CompanyJuly 2015 - Present
Equity Trust Company July 2013 - Present
Giant Eagle November 2007 - November 2014
First Investors February 2012 - May 2012
Skills
Time Management, Data Entry, Customer Service, Retail, Cashiering, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Telephone Skills, Microsoft Office, Inventory Management, Merchandising, Teamwork, Retail Sales
Education
Cleveland State University 2010 — 2012
Bachelor of Business Administration (BBA), Economics
Cuyahoga Community College 2007 — 2010
Associate's degree
Dalya Akyuz Dalya Akyuz's First Investors Experience May 2008 - August 2008
Job Client Executive/MBA Candidate
Industry Information Technology and Services
Experience
Softchoice May 2012 - November 2013
Techtronic Industries December 2009 - December 2011
Techtronic Industries September 2010 - April 2011
Techtronics Industries December 2009 - September 2010
Aflac May 2009 - August 2009
First Investors May 2008 - August 2008
Skills
Account Management, Sales, Building Relationships, Cisco Technologies, Enterprise Software, Information Technology, Healthcare Industry, Solution Selling, Networking, Leadership, Selling, Sales Presentations, Direct Sales, Marketing Strategy, Data Center, Salesforce.com
Education
Georgia State University 2012 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
University of Pittsburgh 2006 — 2009
Bachelor of Science Business Administration, Marketing
Softchoice May 2012 - November 2013
Techtronic Industries December 2009 - December 2011
Techtronic Industries September 2010 - April 2011
Techtronics Industries December 2009 - September 2010
Aflac May 2009 - August 2009
First Investors May 2008 - August 2008
Skills
Account Management, Sales, Building Relationships, Cisco Technologies, Enterprise Software, Information Technology, Healthcare Industry, Solution Selling, Networking, Leadership, Selling, Sales Presentations, Direct Sales, Marketing Strategy, Data Center, Salesforce.com
Education
Georgia State University 2012 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
University of Pittsburgh 2006 — 2009
Bachelor of Science Business Administration, Marketing
Patrick Haug Patrick Haug's First Investors Experience August 2005 - September 2005
Job Accountant
Industry Restaurants
Experience
Mike's Monster Pizza 2012 - 2012
McCartney & Co. P.C January 2008 - January 2010
J.P. Morgan Chase January 2005 - January 2006
First Investors August 2005 - September 2005
Education
Lansing Community College
Bachelor of Arts, Economics
Michigan State University, Eli Broad College of Business
Bachelor of Arts, Finance
Mike's Monster Pizza 2012 - 2012
McCartney & Co. P.C January 2008 - January 2010
J.P. Morgan Chase January 2005 - January 2006
First Investors August 2005 - September 2005
Education
Lansing Community College
Bachelor of Arts, Economics
Michigan State University, Eli Broad College of Business
Bachelor of Arts, Finance
Chris Randlett Chris Randlett's First Investors Experience 2005 - 2006
Job Experienced Educator
Industry Primary/Secondary Education
Experience
School District of Manatee County September 2007 - Present
Outback Steakhouse 2004 - 2008
Gulf Coast Jewish Family Services August 2006 - February 2007
First Investors 2005 - 2006
Skills
Strategic Planning, Cross-functional Team..., Communication, Data Analysis, Customer Service, Differentiated..., Curriculum Design, Training, Strategic Financial...
Education
State College of Florida 2007 — 2008
Alternative Certification, Elementary Education and Teaching
Florida Southern College 2000 — 2004
Bachelor of Science, Criminology
Florida Southern College 2000 — 2004
Bachelor of Science, Sociology
School District of Manatee County September 2007 - Present
Outback Steakhouse 2004 - 2008
Gulf Coast Jewish Family Services August 2006 - February 2007
First Investors 2005 - 2006
Skills
Strategic Planning, Cross-functional Team..., Communication, Data Analysis, Customer Service, Differentiated..., Curriculum Design, Training, Strategic Financial...
Education
State College of Florida 2007 — 2008
Alternative Certification, Elementary Education and Teaching
Florida Southern College 2000 — 2004
Bachelor of Science, Criminology
Florida Southern College 2000 — 2004
Bachelor of Science, Sociology
Amy Shepard Amy Shepard's First Investors Experience January 2013 - March 2014
Job .
Industry Education Management
Experience
First Investors January 2013 - March 2014
Tal-Million Laboratories November 2011 - March 2013
Fort LeBoeuf School Distirct August 2007 - June 2011
Skills
Teaching, Educational Leadership, Curriculum Design, Elementary Education, Curriculum Development, Staff Development, Literacy, Classroom Management, Classroom Instruction, Educational Technology, K-12, Tutoring, Differentiated..., Elementary
Education
Edinboro University of Pennsylvania 2009 — 2011
Masters, Educational Leadership
Penn State University 1999 — 2005
Bachelors, Elementary Education
First Investors January 2013 - March 2014
Tal-Million Laboratories November 2011 - March 2013
Fort LeBoeuf School Distirct August 2007 - June 2011
Skills
Teaching, Educational Leadership, Curriculum Design, Elementary Education, Curriculum Development, Staff Development, Literacy, Classroom Management, Classroom Instruction, Educational Technology, K-12, Tutoring, Differentiated..., Elementary
Education
Edinboro University of Pennsylvania 2009 — 2011
Masters, Educational Leadership
Penn State University 1999 — 2005
Bachelors, Elementary Education
Steve Callans Steve Callans's First Investors Experience 1985 - 1988
Job Owner/Agent at Callans Financial Services
Industry Insurance
Experience
Callans Financial Services, LLC May 2004 - Present
Allstate April 1988 - February 2009
First Investors 1985 - 1988
Skills
Property & Casualty..., Commercial Insurance, Health Insurance, Customer Service, Insurance, Life Insurance, Account Management, General Insurance, New Business Development, Term Life Insurance, Sales Management, Strategic Planning, Leadership, Process Improvement
Education
Illinois State University 1981 — 1985
BS, Business Administration
Illinois State University 1981 — 1985
BS, Business Administration
Callans Financial Services, LLC May 2004 - Present
Allstate April 1988 - February 2009
First Investors 1985 - 1988
Skills
Property & Casualty..., Commercial Insurance, Health Insurance, Customer Service, Insurance, Life Insurance, Account Management, General Insurance, New Business Development, Term Life Insurance, Sales Management, Strategic Planning, Leadership, Process Improvement
Education
Illinois State University 1981 — 1985
BS, Business Administration
Illinois State University 1981 — 1985
BS, Business Administration
Alec Woodson's First Investors Experience August 2012 - December 2012
Job Coach at Crossfit Muscle Farm
Industry Marketing and Advertising
Experience
Bro ward Design Center August 2014 - Present
Crossfit Muscle Farm October 2013 - Present
Abercrombie & Fitch May 2013 - February 2014
Tesse Maes January 2013 - May 2013
Sup Bro Apparel May 2011 - January 2013
First Investors August 2012 - December 2012
First Investors Corporation February 2012 - August 2012
DFMOMusick.com July 2011 - April 2012
Pedal Express September 2010 - February 2011
Roadview Nursey June 2010 - August 2010
Skills
Advertising, Blogging, Sales, Microsoft Office, Management, Research, Financial Analysis
Education
Louisiana State University 2008 — 2012
Bachelor of Arts (B.A.), International/Global Studies
Louisiana State University 2008 — 2012
Bachelor of Arts, International Studies
Bro ward Design Center August 2014 - Present
Crossfit Muscle Farm October 2013 - Present
Abercrombie & Fitch May 2013 - February 2014
Tesse Maes January 2013 - May 2013
Sup Bro Apparel May 2011 - January 2013
First Investors August 2012 - December 2012
First Investors Corporation February 2012 - August 2012
DFMOMusick.com July 2011 - April 2012
Pedal Express September 2010 - February 2011
Roadview Nursey June 2010 - August 2010
Skills
Advertising, Blogging, Sales, Microsoft Office, Management, Research, Financial Analysis
Education
Louisiana State University 2008 — 2012
Bachelor of Arts (B.A.), International/Global Studies
Louisiana State University 2008 — 2012
Bachelor of Arts, International Studies
Anne Zvirblis, CFP®, ChFC®, CLU®, MBA Anne Zvirblis, CFP®, ChFC®, CLU®, MBA's First Investors Experience 1986 - 1987
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 1987 - Present
First Investors 1986 - 1987
Education
The American College 2001 — 2003
CLU®, Chartered Life Underwriter
The American College 1997 — 1998
ChFC®, Chartered Financial Consultant
College for Financial Planning 1989 — 1991
CFP®, CERTIFIED FINANCIAL PLANNER certification
Miami University 1983 — 1984
1984, Master in Business Administration
The Ohio State University 1980 — 1982
B.S.L.H.R., Industrial Relations
Lorain County Community College 1978 — 1980
Associate's degree, Accounting
Ameriprise Financial Services, Inc. September 1987 - Present
First Investors 1986 - 1987
Education
The American College 2001 — 2003
CLU®, Chartered Life Underwriter
The American College 1997 — 1998
ChFC®, Chartered Financial Consultant
College for Financial Planning 1989 — 1991
CFP®, CERTIFIED FINANCIAL PLANNER certification
Miami University 1983 — 1984
1984, Master in Business Administration
The Ohio State University 1980 — 1982
B.S.L.H.R., Industrial Relations
Lorain County Community College 1978 — 1980
Associate's degree, Accounting
Brian Jacobs, CIMA's First Investors Experience 1984 - 1988
Job President at Direxion Investments
Industry Financial Services
Experience
Direxion Investments March 2014 - Present
Jacobs Strategic Consulting, LLC February 2012 - March 2014
Hatteras Funds January 2010 - February 2012
Baron Capital 2009 - 2009
Allianz Global Investors 2000 - 2008
Eaton Vance 1990 - 2000
Lexington Global Asset Managers 1988 - 1990
First Investors 1984 - 1988
Education
IMD Business School 2006 — 2007
Allianz Global Leadership Program
Harvard Law School Executive Program 2006 — 2006
University of Pennsylvania - The Wharton School 2004 — 2004
CIMA, Certified Investment Management Analyst
The George Washington University
CIMC, Certified Investment Management Consultant
Institute for Wealth Management 1997 — 1997
CMFC, Chartered Mutual Fund Counselor
Montclair State University
BA, Economics
Direxion Investments March 2014 - Present
Jacobs Strategic Consulting, LLC February 2012 - March 2014
Hatteras Funds January 2010 - February 2012
Baron Capital 2009 - 2009
Allianz Global Investors 2000 - 2008
Eaton Vance 1990 - 2000
Lexington Global Asset Managers 1988 - 1990
First Investors 1984 - 1988
Education
IMD Business School 2006 — 2007
Allianz Global Leadership Program
Harvard Law School Executive Program 2006 — 2006
University of Pennsylvania - The Wharton School 2004 — 2004
CIMA, Certified Investment Management Analyst
The George Washington University
CIMC, Certified Investment Management Consultant
Institute for Wealth Management 1997 — 1997
CMFC, Chartered Mutual Fund Counselor
Montclair State University
BA, Economics
Richard Yu Richard Yu's First Investors Experience June 1994 - September 1998
Job Data Scientist at Kaplan Test Prep, Public Prep Network
Industry Computer Software
Experience
Kaplan Test Prep July 2015 - Present
Public Preparatory Network April 2015 - Present
Metis January 2015 - April 2015
Brooklyn Prospect Charter School November 2010 - August 2013
NYCEDC April 2003 - April 2009
Forest City Ratner Companies July 2002 - April 2003
Dennis Interactive July 2000 - November 2001
First Investors June 1994 - September 1998
AllianceBernstein June 1993 - June 1994
Skills
Data Science, Machine Learning, Statistics, Computer Science, Python, R, SQL, JavaScript, HTML, Unix, Mathematical Modeling, Data Analysis, Apache Spark, Data Mining, Hadoop, Natural Language..., MapReduce, Hive, Predictive Analytics, Time Series Analysis, Text Mining, Text Classification, Forecasting, Predictive Modeling, Research, Financial Analysis, Nonprofits, Community Outreach, Strategic Planning, Economic Development, Project Management, Non-profits, Real Estate Development, Microsoft Office, Public Speaking, Grant Writing, Program Development, Fundraising, Program Management, Financial Modeling
Education
Brooklyn law 2004 — 2008
Doctor of Law (J.D.)
Columbia University in the City of New York 1998 — 2000
Master of Arts (M.A.), Statistics
Wesleyan University 1987 — 1992
Bachelor of Arts (B.A.), European History, Literature, & Philosophy
Kaplan Test Prep July 2015 - Present
Public Preparatory Network April 2015 - Present
Metis January 2015 - April 2015
Brooklyn Prospect Charter School November 2010 - August 2013
NYCEDC April 2003 - April 2009
Forest City Ratner Companies July 2002 - April 2003
Dennis Interactive July 2000 - November 2001
First Investors June 1994 - September 1998
AllianceBernstein June 1993 - June 1994
Skills
Data Science, Machine Learning, Statistics, Computer Science, Python, R, SQL, JavaScript, HTML, Unix, Mathematical Modeling, Data Analysis, Apache Spark, Data Mining, Hadoop, Natural Language..., MapReduce, Hive, Predictive Analytics, Time Series Analysis, Text Mining, Text Classification, Forecasting, Predictive Modeling, Research, Financial Analysis, Nonprofits, Community Outreach, Strategic Planning, Economic Development, Project Management, Non-profits, Real Estate Development, Microsoft Office, Public Speaking, Grant Writing, Program Development, Fundraising, Program Management, Financial Modeling
Education
Brooklyn law 2004 — 2008
Doctor of Law (J.D.)
Columbia University in the City of New York 1998 — 2000
Master of Arts (M.A.), Statistics
Wesleyan University 1987 — 1992
Bachelor of Arts (B.A.), European History, Literature, & Philosophy
corey hardison corey hardison's First Investors Experience September 2001 - July 2003
Job LSA5 Registered Representative at C.H. Faber State Farm Insurance
Industry Insurance
Experience
C.H. Faber State Farm Insurance December 2003 - Present
First Investors September 2001 - July 2003
Skills
Property & Casualty..., Health Insurance, Financial Services, Banking, Life Insurance, Mutual Funds, Fixed Annuities
Education
Hampden-Sydney College 1997 — 2001
Bachelor of Arts (B.A.), Managerial Economics
C.H. Faber State Farm Insurance December 2003 - Present
First Investors September 2001 - July 2003
Skills
Property & Casualty..., Health Insurance, Financial Services, Banking, Life Insurance, Mutual Funds, Fixed Annuities
Education
Hampden-Sydney College 1997 — 2001
Bachelor of Arts (B.A.), Managerial Economics
Patricia Townsend Patricia Townsend's First Investors Experience July 2012 - September 2013
Job Musical Theater Director at Up With Kids Musical Theater
Industry Health, Wellness and Fitness
Experience
Up With Kids Musical Theater August 2015 - Present
Miller Family Chiropractic April 2014 - Present
Absolute Fitness LLC June 2011 - July 2015
Little Darby Nature Preserve March 2011 - March 2015
First Investors July 2012 - September 2013
MetLife August 2010 - April 2011
Nationwide July 2005 - August 2010
BPSI May 2002 - April 2005
Skills
Recruiting, HR, Sales, Wellness, Fitness Training, Coaching, Human Resources, Management, Financial Services, CRM, Marketing, Talent Management, Sales Management, Sales Operations, Interviews, Strategic Planning, Customer Service
Education
Columbus State Community College
Business
Tri Village
Up With Kids Musical Theater August 2015 - Present
Miller Family Chiropractic April 2014 - Present
Absolute Fitness LLC June 2011 - July 2015
Little Darby Nature Preserve March 2011 - March 2015
First Investors July 2012 - September 2013
MetLife August 2010 - April 2011
Nationwide July 2005 - August 2010
BPSI May 2002 - April 2005
Skills
Recruiting, HR, Sales, Wellness, Fitness Training, Coaching, Human Resources, Management, Financial Services, CRM, Marketing, Talent Management, Sales Management, Sales Operations, Interviews, Strategic Planning, Customer Service
Education
Columbus State Community College
Business
Tri Village
Kate Parham's First Investors Experience May 2012 - August 2012
Job Accounts Receivable
Industry Financial Services
Experience
Corporate Travel Management February 2014 - Present
Largo International, Inc. October 2013 - December 2013
Citiscape IT September 2012 - September 2013
First Investors May 2012 - August 2012
Texas Ear, Nose & Throat Specialists, PA September 2007 - August 2010
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint
Education
University of Houston 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Lone Star College System 2007 — 2009
Corporate Travel Management February 2014 - Present
Largo International, Inc. October 2013 - December 2013
Citiscape IT September 2012 - September 2013
First Investors May 2012 - August 2012
Texas Ear, Nose & Throat Specialists, PA September 2007 - August 2010
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint
Education
University of Houston 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Lone Star College System 2007 — 2009
Patrick Lundgren's First Investors Experience December 2011 - July 2013
Job Office Manager at Brookline Moving Company
Industry Transportation/Trucking/Railroad
Experience
Brookline Moving Company July 2013 - Present
First Investors December 2011 - July 2013
First Investors Corporation May 2010 - December 2011
Primary Residential Mortgage, Inc. December 2008 - January 2009
Skills
Retirement Planning, Investments, Estate Planning, Strategic Financial..., Mutual Funds, Retirement, Fixed Annuities, Asset Allocation, Life Insurance, Sales, Finance, Mortgage Lending, Small Business, Time Management, Program Management, Financial Analysis, Microsoft Excel, Leadership, Series 6, Series 63, Insurance, Financial Services, Financial Planning
Education
Endicott College 2007 — 2011
Business Administration, Finance
Belmont High School
Brookline Moving Company July 2013 - Present
First Investors December 2011 - July 2013
First Investors Corporation May 2010 - December 2011
Primary Residential Mortgage, Inc. December 2008 - January 2009
Skills
Retirement Planning, Investments, Estate Planning, Strategic Financial..., Mutual Funds, Retirement, Fixed Annuities, Asset Allocation, Life Insurance, Sales, Finance, Mortgage Lending, Small Business, Time Management, Program Management, Financial Analysis, Microsoft Excel, Leadership, Series 6, Series 63, Insurance, Financial Services, Financial Planning
Education
Endicott College 2007 — 2011
Business Administration, Finance
Belmont High School
Shaun Currer's First Investors Experience January 2000 - January 2006
Job Regional Manager Advisor Onboarding at MetLife
Industry Financial Services
Experience
MetLife November 2012 - Present
The Premier Wealth Group an Office of MetLife 2006 - November 2012
First Investors January 2000 - January 2006
Skills
Wealth Management, Investments, Mutual Funds, Asset Allocation, Retirement, Securities, Insurance, Wealth, Financial Services, FINRA, Employee Benefits, Small Business, Retirement Planning, Series 7, Fixed Annuities
Education
Eastern Illinois University 1995 — 1999
Bachelor of Science, Finance
MetLife November 2012 - Present
The Premier Wealth Group an Office of MetLife 2006 - November 2012
First Investors January 2000 - January 2006
Skills
Wealth Management, Investments, Mutual Funds, Asset Allocation, Retirement, Securities, Insurance, Wealth, Financial Services, FINRA, Employee Benefits, Small Business, Retirement Planning, Series 7, Fixed Annuities
Education
Eastern Illinois University 1995 — 1999
Bachelor of Science, Finance
Anthony J. Gonzales's First Investors Experience January 2001 - May 2002
Job External Wholesaler at AssetMark
Industry Financial Services
Experience
AssetMark September 2015 - Present
Curian Capital September 2005 - August 2015
Curian Capital January 2003 - September 2005
Columbia Threadneedle Investments, US May 2002 - January 2003
First Investors January 2001 - May 2002
Charles Schwab March 2000 - January 2001
Skills
Separately Managed..., Series 7, Mutual Funds, Asset Allocation, Investment Advisory, Series 63, Series 65, Financial Services, Asset Management, Salesforce.com, Wealth Management, Investments, Retirement Planning, New Business Development, Alternative Investments, Securities, Financial Planning, Wholesale
Education
Kansas State University 1994 — 1998
Bachelor of Business Administration (BBA), Human Resources Management and Services
Concordia High School 1990 — 1994
HS Diploma
AssetMark September 2015 - Present
Curian Capital September 2005 - August 2015
Curian Capital January 2003 - September 2005
Columbia Threadneedle Investments, US May 2002 - January 2003
First Investors January 2001 - May 2002
Charles Schwab March 2000 - January 2001
Skills
Separately Managed..., Series 7, Mutual Funds, Asset Allocation, Investment Advisory, Series 63, Series 65, Financial Services, Asset Management, Salesforce.com, Wealth Management, Investments, Retirement Planning, New Business Development, Alternative Investments, Securities, Financial Planning, Wholesale
Education
Kansas State University 1994 — 1998
Bachelor of Business Administration (BBA), Human Resources Management and Services
Concordia High School 1990 — 1994
HS Diploma
Jessica Lugo Jessica Lugo's First Investors Experience January 2010 - April 2010
Job General Manager at Staples
Industry Human Resources
Experience
Staples November 2013 - Present
Staples August 2012 - November 2013
Staples May 2011 - August 2012
First Investors January 2010 - April 2010
Sprint Nextel Wireless September 2006 - October 2009
Verizon April 2006 - September 2006
T Wireless/Cingular September 2002 - November 2005
Skills
Sales Management, Customer Satisfaction, Operations Management, Entrepreneurship, Account Management, Sales Process, Sales Operations, Direct Sales, Recruiting, Team Building, B2B, Retail, Employee Training, Inventory Management, Performance Management, Employee Relations, Store Management, Leadership, Merchandising, Profit, Customer Experience, Team Leadership, Time Management, Management, Microsoft Excel, Training, Building Relationships, Customer Service, Marketing Strategy, Coaching, Customer Retention, Contract Negotiation, Human Resources, CRM, Strategy, Cold Calling, Sales
Education
Dominican College 2008 — 2011
Bachelors, Human Resource Management
Dominican College of Blauvelt 2008 — 2011
BS, Business
Dominican College of Blauvelt 2008 — 2011
Minor, Psychology
Staples November 2013 - Present
Staples August 2012 - November 2013
Staples May 2011 - August 2012
First Investors January 2010 - April 2010
Sprint Nextel Wireless September 2006 - October 2009
Verizon April 2006 - September 2006
T Wireless/Cingular September 2002 - November 2005
Skills
Sales Management, Customer Satisfaction, Operations Management, Entrepreneurship, Account Management, Sales Process, Sales Operations, Direct Sales, Recruiting, Team Building, B2B, Retail, Employee Training, Inventory Management, Performance Management, Employee Relations, Store Management, Leadership, Merchandising, Profit, Customer Experience, Team Leadership, Time Management, Management, Microsoft Excel, Training, Building Relationships, Customer Service, Marketing Strategy, Coaching, Customer Retention, Contract Negotiation, Human Resources, CRM, Strategy, Cold Calling, Sales
Education
Dominican College 2008 — 2011
Bachelors, Human Resource Management
Dominican College of Blauvelt 2008 — 2011
BS, Business
Dominican College of Blauvelt 2008 — 2011
Minor, Psychology
Richard Lauria Richard Lauria's First Investors Experience June 2009 - August 2009
Job Operations & Accounting Analyst at HedgeMark International, LLC
Industry Investment Banking
Experience
HedgeMark International, LLC January 2015 - Present
UBS Investment Bank July 2010 - Present
Merrill Lynch September 2009 - May 2010
Fairfield Investment Group, Fairfield University September 2008 - May 2010
First Investors June 2009 - August 2009
Skills
Bloomberg, Investments, Portfolio Management, Equities, Fixed Income, Derivatives, Trading, Financial Modeling
Education
Fairfield University 2006 — 2010
Bachelor of Science, Magna Cum-Laude, Finance and Economics, 3.72
HedgeMark International, LLC January 2015 - Present
UBS Investment Bank July 2010 - Present
Merrill Lynch September 2009 - May 2010
Fairfield Investment Group, Fairfield University September 2008 - May 2010
First Investors June 2009 - August 2009
Skills
Bloomberg, Investments, Portfolio Management, Equities, Fixed Income, Derivatives, Trading, Financial Modeling
Education
Fairfield University 2006 — 2010
Bachelor of Science, Magna Cum-Laude, Finance and Economics, 3.72
Douglas-Dell Ponder Douglas-Dell Ponder's First Investors Experience May 2011 - September 2011
Job News Editor at Mount Vernon Signal
Industry Newspapers
Experience
The LaRue County Herald News June 2015 - Present
The Pondering Show on WKUR-FM 94.9 September 2014 - Present
Mount Vernon Signal February 2012 - June 2015
Monumental Life Insurance September 2011 - December 2011
First Investors May 2011 - September 2011
The Eastern Progress January 2010 - May 2011
The Eastern Progress October 2009 - January 2010
PBK Bank May 2008 - November 2009
Skills
Newspapers, Editing, Media Relations, Blogging, Writing, Photography, Feature Articles, Creative Writing, Social Networking, Copy Editing, Public Relations, Public Speaking, Advertising, Radio, Radio Host, Radio Production, Talk Show, Talk Radio
Education
Eastern Kentucky University 2008 — 2011
Bachelor's Degree, Public Relations, Advertising, and Applied Communication
Somerset Community College 2007 — 2008
Undeclared, General Studies
Rockcastle County High School 2003 — 2007
High School
The LaRue County Herald News June 2015 - Present
The Pondering Show on WKUR-FM 94.9 September 2014 - Present
Mount Vernon Signal February 2012 - June 2015
Monumental Life Insurance September 2011 - December 2011
First Investors May 2011 - September 2011
The Eastern Progress January 2010 - May 2011
The Eastern Progress October 2009 - January 2010
PBK Bank May 2008 - November 2009
Skills
Newspapers, Editing, Media Relations, Blogging, Writing, Photography, Feature Articles, Creative Writing, Social Networking, Copy Editing, Public Relations, Public Speaking, Advertising, Radio, Radio Host, Radio Production, Talk Show, Talk Radio
Education
Eastern Kentucky University 2008 — 2011
Bachelor's Degree, Public Relations, Advertising, and Applied Communication
Somerset Community College 2007 — 2008
Undeclared, General Studies
Rockcastle County High School 2003 — 2007
High School
Jeffrey Soper Jeffrey Soper's First Investors Experience August 2003 - December 2004
Job Sr. Data Analyst at Link Analytics
Industry Market Research
Experience
KPMG July 2012 - Present
Link Analytics January 2011 - July 2012
The Dinner A'Fare at Ivy Walk March 2005 - November 2008
First Investors August 2003 - December 2004
Carmax Auto Finance December 1998 - July 2003
Skills
Lang: SAS, Lang: SQL, Lang: Unix/Linux..., Lang: R, OS: Windows, Lang: Unix/Linux Shell..., Lang: C++, OS: Ubuntu, Tool: Teradata SQL..., Tool: Aginity Workbench, Tool: Teradata ETL..., Tool: Netezza ETL..., Tool: PostgreSQL ETL..., Tool: Microsoft Office, Skill: Data Analysis /..., Skill: Data Mining /..., Microsoft Word, Statistics, SAS, Data Mining, Python, Analytics, SQL, Minitab, Predictive Modeling, SAS programming, Statistical Modeling, R, Predictive Analytics, Logistic Regression, Data Analysis, Business Analytics, Big Data, Marketing Analytics
Education
Kennesaw State University 2008 — 2011
BS Computer Science with Minor in Applied Statistics, Computer Science / Statistics
KPMG July 2012 - Present
Link Analytics January 2011 - July 2012
The Dinner A'Fare at Ivy Walk March 2005 - November 2008
First Investors August 2003 - December 2004
Carmax Auto Finance December 1998 - July 2003
Skills
Lang: SAS, Lang: SQL, Lang: Unix/Linux..., Lang: R, OS: Windows, Lang: Unix/Linux Shell..., Lang: C++, OS: Ubuntu, Tool: Teradata SQL..., Tool: Aginity Workbench, Tool: Teradata ETL..., Tool: Netezza ETL..., Tool: PostgreSQL ETL..., Tool: Microsoft Office, Skill: Data Analysis /..., Skill: Data Mining /..., Microsoft Word, Statistics, SAS, Data Mining, Python, Analytics, SQL, Minitab, Predictive Modeling, SAS programming, Statistical Modeling, R, Predictive Analytics, Logistic Regression, Data Analysis, Business Analytics, Big Data, Marketing Analytics
Education
Kennesaw State University 2008 — 2011
BS Computer Science with Minor in Applied Statistics, Computer Science / Statistics
Diane Gatti Diane Gatti's First Investors Experience July 1990 - August 1992
Job Anixter Corporation
Industry Telecommunications
Experience
Anixter January 2014 - Present
Premier Network Solutions 2012 - 2013
Graybar Electric November 2006 - September 2012
Communication Supply Corporation November 2004 - October 2006
Avon Datacom - Division of Wesco July 1998 - October 2004
Keltron Connector Company September 1992 - June 1998
First Investors July 1990 - August 1992
Skills
Account Management, Data Center, Cold Calling, Contract Negotiation, Direct Sales, Integration, Managed Services, Manufacturing, New Business Development, Outside Sales, Sales, Sales Management, Sales Operations, Sales Process, Solution Selling, Telecommunications, Vendor Management, VoIP
Education
Dowling College
Bachelor of Arts (BA), Marketing
Anixter January 2014 - Present
Premier Network Solutions 2012 - 2013
Graybar Electric November 2006 - September 2012
Communication Supply Corporation November 2004 - October 2006
Avon Datacom - Division of Wesco July 1998 - October 2004
Keltron Connector Company September 1992 - June 1998
First Investors July 1990 - August 1992
Skills
Account Management, Data Center, Cold Calling, Contract Negotiation, Direct Sales, Integration, Managed Services, Manufacturing, New Business Development, Outside Sales, Sales, Sales Management, Sales Operations, Sales Process, Solution Selling, Telecommunications, Vendor Management, VoIP
Education
Dowling College
Bachelor of Arts (BA), Marketing
Donald Ramsey Jr Donald Ramsey Jr's First Investors Experience January 2009 - January 2010
Job Business and IT Professional
Industry Information Technology and Services
Experience
Best Buy November 2013 - Present
First Investors January 2009 - January 2010
Menlo College June 2008 - August 2008
Skills
Hardware/Software..., Computer Setup, Project Cost &..., MS Project, Communication, Customer Service, Relationship Management, Team Collaboration, Microsoft Excel, Access, Visio, Microsoft Office, Computer Hardware, IT Management
Education
DeVry University's Keller Graduate School of Management-California 2011 — 2012
Master of Information Systems Management, Project Management
Menlo College
Bachelor of Science, Management
Best Buy November 2013 - Present
First Investors January 2009 - January 2010
Menlo College June 2008 - August 2008
Skills
Hardware/Software..., Computer Setup, Project Cost &..., MS Project, Communication, Customer Service, Relationship Management, Team Collaboration, Microsoft Excel, Access, Visio, Microsoft Office, Computer Hardware, IT Management
Education
DeVry University's Keller Graduate School of Management-California 2011 — 2012
Master of Information Systems Management, Project Management
Menlo College
Bachelor of Science, Management
kendall Guillaume's First Investors Experience October 2012 - November 2012
Job www.captivatingcelebrations.com
Industry Individual & Family Services
Experience
Captivating Celebrations October 2012 - Present
Future Dreams Day Treatment Program September 2006 - Present
First Investors October 2012 - November 2012
Skills
Public Speaking, Nonprofits, Microsoft Office, Customer Service, Community Outreach, Social Services, Event Planning, Microsoft Excel, Microsoft Word, Research, Mental Health, PowerPoint, Teaching, Fundraising, Program Development
Education
Rider University 2008 — 2010
Bachelor of Arts (BA), Psychology
Liberty University
Master's Degree, Masters of Marriage & Family counseling/business
Captivating Celebrations October 2012 - Present
Future Dreams Day Treatment Program September 2006 - Present
First Investors October 2012 - November 2012
Skills
Public Speaking, Nonprofits, Microsoft Office, Customer Service, Community Outreach, Social Services, Event Planning, Microsoft Excel, Microsoft Word, Research, Mental Health, PowerPoint, Teaching, Fundraising, Program Development
Education
Rider University 2008 — 2010
Bachelor of Arts (BA), Psychology
Liberty University
Master's Degree, Masters of Marriage & Family counseling/business
Stephen Holc Stephen Holc's First Investors Experience May 2012 - August 2012
Job Implementation Services at Epic
Industry Information Technology and Services
Experience
Epic July 2014 - Present
James Madison University August 2010 - May 2014
Group Dynamics Entertainment December 2007 - March 2014
Apex Systems June 2013 - August 2013
First Investors May 2012 - August 2012
Skills
Semifluent with..., Whole House Renovations, 5 years of Spanish, Visual Basic, Casino Gaming, Electrical Work, Video Production, Basic Accounting, Basic Finance, Basics of Supply Chain..., Basic Management, Accounting, Recruiting, Sourcing, Information Technology, Marketing, Management, SQL, PowerPoint, Social Networking, Teamwork, Leadership, Microsoft Word, Microsoft Office, Microsoft Excel, Data Analysis, Social Media, Team Leadership, Facebook, Event Planning
Education
James Madison University - College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Marketing/CIS
Epic July 2014 - Present
James Madison University August 2010 - May 2014
Group Dynamics Entertainment December 2007 - March 2014
Apex Systems June 2013 - August 2013
First Investors May 2012 - August 2012
Skills
Semifluent with..., Whole House Renovations, 5 years of Spanish, Visual Basic, Casino Gaming, Electrical Work, Video Production, Basic Accounting, Basic Finance, Basics of Supply Chain..., Basic Management, Accounting, Recruiting, Sourcing, Information Technology, Marketing, Management, SQL, PowerPoint, Social Networking, Teamwork, Leadership, Microsoft Word, Microsoft Office, Microsoft Excel, Data Analysis, Social Media, Team Leadership, Facebook, Event Planning
Education
James Madison University - College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Marketing/CIS
Katelyn Diener Katelyn Diener's First Investors Experience April 2010 - August 2010
Job Experienced tenant relations/social media
Industry Marketing and Advertising
Experience
Where® July 2015 - Present
CBRE November 2012 - April 2014
Stonepeppers Grill May 2008 - November 2012
PNC Mortgage-Aerotek February 2012 - October 2012
Abercrombie & Fitch October 2006 - July 2011
First Investors April 2010 - August 2010
Skills
Outgoing, Organizational..., Time Management, Marketing, Sales, Retail, Keynote, Facebook, Social Networking, Customer Service, PowerPoint, Social Media, Organization, Event Planning, Leases, Commercial Real Estate, Property Management, Real Estate Transactions, Real Estate Development
Education
Indiana University of Pennsylvania 2007 — 2011
Bachelor of Science, Marketing
Community College of Allegheny County 2010 — 2010
Real Estate
Where® July 2015 - Present
CBRE November 2012 - April 2014
Stonepeppers Grill May 2008 - November 2012
PNC Mortgage-Aerotek February 2012 - October 2012
Abercrombie & Fitch October 2006 - July 2011
First Investors April 2010 - August 2010
Skills
Outgoing, Organizational..., Time Management, Marketing, Sales, Retail, Keynote, Facebook, Social Networking, Customer Service, PowerPoint, Social Media, Organization, Event Planning, Leases, Commercial Real Estate, Property Management, Real Estate Transactions, Real Estate Development
Education
Indiana University of Pennsylvania 2007 — 2011
Bachelor of Science, Marketing
Community College of Allegheny County 2010 — 2010
Real Estate
Ariel M Parker's First Investors Experience May 2013 - September 2013
Job
Industry Financial Services
Experience
LCTA Workers' Comp October 2014 - Present
Louisiana State University August 2013 - Present
Electronic Arts June 2011 - September 2014
First Investors May 2013 - September 2013
Aflac December 2012 - February 2013
Career Services September 2008 - May 2012
International Business Seminars December 2011 - January 2012
Skills
Auditing, Leadership, Finance, Financial Services, Financial Analysis, Microsoft Office, Microsoft Excel, Data Analysis, Sales, Training, Quality Assurance, Insurance, Time Management, PowerPoint, Volunteering, Access, Analysis, People-oriented, Health Insurance, Video Games, Public Speaking, Research
Education
Louisiana State University 2008 — 2013
Finance
LCTA Workers' Comp October 2014 - Present
Louisiana State University August 2013 - Present
Electronic Arts June 2011 - September 2014
First Investors May 2013 - September 2013
Aflac December 2012 - February 2013
Career Services September 2008 - May 2012
International Business Seminars December 2011 - January 2012
Skills
Auditing, Leadership, Finance, Financial Services, Financial Analysis, Microsoft Office, Microsoft Excel, Data Analysis, Sales, Training, Quality Assurance, Insurance, Time Management, PowerPoint, Volunteering, Access, Analysis, People-oriented, Health Insurance, Video Games, Public Speaking, Research
Education
Louisiana State University 2008 — 2013
Finance
Kristen Dauphinais Kristen Dauphinais's First Investors Experience February 2004 - May 2004
Job Senior Analyst at Lifespan
Industry Hospital & Health Care
Experience
Lifespan January 2015 - Present
CharterCARE Health Partners October 2014 - January 2015
Steward Health Care April 2012 - October 2014
Sleep HealthCenters March 2007 - April 2012
New Hope, Inc. November 2006 - February 2007
First Investors February 2004 - May 2004
UMass Boston January 2003 - May 2003
Skills
eClinical Works, Athena, Salesforce.com, Meditech, EHR, EMR, Healthcare, Sleep Medicine, Health Information..., Cpr Certified, Outlook, HIPAA, Microsoft Office, Customer Service, Healthcare Management, Healthcare Information..., Microsoft Excel, eClinicalWorks Help..., Epic Systems, Hospitals, Management
Education
University of Massachusetts Boston 2002 — 2006
Bachelor of Science, Psychology
Elon University 2001 — 2002
N/A, Pre-veterinary Medicine
Lifespan January 2015 - Present
CharterCARE Health Partners October 2014 - January 2015
Steward Health Care April 2012 - October 2014
Sleep HealthCenters March 2007 - April 2012
New Hope, Inc. November 2006 - February 2007
First Investors February 2004 - May 2004
UMass Boston January 2003 - May 2003
Skills
eClinical Works, Athena, Salesforce.com, Meditech, EHR, EMR, Healthcare, Sleep Medicine, Health Information..., Cpr Certified, Outlook, HIPAA, Microsoft Office, Customer Service, Healthcare Management, Healthcare Information..., Microsoft Excel, eClinicalWorks Help..., Epic Systems, Hospitals, Management
Education
University of Massachusetts Boston 2002 — 2006
Bachelor of Science, Psychology
Elon University 2001 — 2002
N/A, Pre-veterinary Medicine
Grant Farrell Grant Farrell's First Investors Experience December 2003 - August 2005
Job Sales at Bike Line
Industry Architecture & Planning
Experience
Bike Line October 2014 - Present
Wire By Design January 2009 - October 2014
First Investors December 2003 - August 2005
Skills
Sales, Product Design, Competitive Analysis, Market Research, Architectures, Project Management, Product Development, Contract Negotiation, New Business Development, Project Planning, Strategic Planning, Business Planning, AutoCAD, Adobe Creative Suite, Forecasting
Education
Fort Lewis College 1999 — 2003
BA, Finance
Bike Line October 2014 - Present
Wire By Design January 2009 - October 2014
First Investors December 2003 - August 2005
Skills
Sales, Product Design, Competitive Analysis, Market Research, Architectures, Project Management, Product Development, Contract Negotiation, New Business Development, Project Planning, Strategic Planning, Business Planning, AutoCAD, Adobe Creative Suite, Forecasting
Education
Fort Lewis College 1999 — 2003
BA, Finance
Justin Karsnitz's First Investors Experience 2004 - 2006
Job Hiring Manager, National Agents Alliance
Industry Insurance
Experience
National Agents Alliance April 2006 - Present
NAA April 2006 - Present
first investors 2004 - 2006
U.S. Geological Survey (USGS) April 2003 - June 2003
Education
Eastern Kentucky University 1999 — 2005
BS, Economics, Psychology, Philosophy
Clay County High School 1997 — 1999
National Agents Alliance April 2006 - Present
NAA April 2006 - Present
first investors 2004 - 2006
U.S. Geological Survey (USGS) April 2003 - June 2003
Education
Eastern Kentucky University 1999 — 2005
BS, Economics, Psychology, Philosophy
Clay County High School 1997 — 1999
Anthony Salgado's First Investors Experience June 2015 - Present
Job Student at Syracuse University
Industry Marketing and Advertising
Experience
First Investors June 2015 - Present
Drain Busters Inc. May 2013 - September 2014
College of Mount Saint Vincent August 2012 - May 2013
Empire Sewer and Water Inc. September 2011 - December 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Syracuse University 2012 — 2016
Finance and Financial Management Services
College of Mount Saint Vincent 2012 — 2013
Business Administration and Management, General
Somers High School 2008 — 2012
First Investors June 2015 - Present
Drain Busters Inc. May 2013 - September 2014
College of Mount Saint Vincent August 2012 - May 2013
Empire Sewer and Water Inc. September 2011 - December 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Syracuse University 2012 — 2016
Finance and Financial Management Services
College of Mount Saint Vincent 2012 — 2013
Business Administration and Management, General
Somers High School 2008 — 2012
Joe Pugliese's First Investors Experience June 2014 - September 2014
Job Graduated from Pace University
Industry Financial Services
Experience
First Republic Bank September 2015 - Present
Fidelity Investments December 2014 - July 2015
Long island Force baseball September 2014 - December 2014
First Investors June 2014 - September 2014
Day and Night Vending September 2009 - May 2014
Village Bagel and Deli December 2012 - August 2013
Skills
Baseball, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, MAC OS X Tiger, Research, Teamwork, Photoshop, Social Media, Public Speaking, Food Industry, Data Entry
Education
Pace University 2011 — 2014
Bachelor's degree, Business management and Minor in Psychology
Lenoir-Rhyne College
First Republic Bank September 2015 - Present
Fidelity Investments December 2014 - July 2015
Long island Force baseball September 2014 - December 2014
First Investors June 2014 - September 2014
Day and Night Vending September 2009 - May 2014
Village Bagel and Deli December 2012 - August 2013
Skills
Baseball, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, MAC OS X Tiger, Research, Teamwork, Photoshop, Social Media, Public Speaking, Food Industry, Data Entry
Education
Pace University 2011 — 2014
Bachelor's degree, Business management and Minor in Psychology
Lenoir-Rhyne College
John Stephenson Jr. John Stephenson Jr.'s First Investors Experience May 2012 - September 2012
Job Analyst
Industry Financial Services
Experience
T. Rowe Price May 2015 - Present
Morgan Stanley September 2013 - April 2015
First Investors May 2012 - September 2012
Mohegan Sun May 2012 - August 2012
Eastern Connecticut State University September 2011 - May 2012
Otis Elevator Company May 2010 - August 2010
Skills
Research, Customer Service, Analysis, Marketing, Sales, PowerPoint, Time Management, Outlook, Investments, Microsoft Excel, Finance, Public Speaking, Leadership, Teamwork
Education
Eastern Connecticut State University 2009 — 2013
Bachelor of Science, Business Administration - Finance
Chase Collegiate
T. Rowe Price May 2015 - Present
Morgan Stanley September 2013 - April 2015
First Investors May 2012 - September 2012
Mohegan Sun May 2012 - August 2012
Eastern Connecticut State University September 2011 - May 2012
Otis Elevator Company May 2010 - August 2010
Skills
Research, Customer Service, Analysis, Marketing, Sales, PowerPoint, Time Management, Outlook, Investments, Microsoft Excel, Finance, Public Speaking, Leadership, Teamwork
Education
Eastern Connecticut State University 2009 — 2013
Bachelor of Science, Business Administration - Finance
Chase Collegiate
Marcus Rostad Marcus Rostad's First Investors Experience May 2013 - August 2013
Job Client Development at Vorsight
Industry Management Consulting
Experience
Vorsight February 2015 - Present
Vorsight August 2014 - January 2015
Vorsight February 2014 - July 2014
First Investors May 2013 - August 2013
Aflac May 2011 - August 2011
Vector Marketing May 2010 - August 2010
Suburban Hospital August 2008 - May 2009
Aristotle Circle August 2007 - July 2008
Rembert Pendleton Jackson May 2007 - August 2007
Skills
Business Development, Sales, Lead Generation, Business Strategy, Salesforce.com, Sales Prospecting, Marketing, Marketing Strategy, Leadership, Client Development, Public Speaking, Data Analysis, Management, Social Networking, Customer Service, Microsoft Word, Strategy, CRM, Corporate Intelligence
Education
Clemson University - College of Business and Behavioral Science 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Walt Whitman High School 2005 — 2009
Vorsight February 2015 - Present
Vorsight August 2014 - January 2015
Vorsight February 2014 - July 2014
First Investors May 2013 - August 2013
Aflac May 2011 - August 2011
Vector Marketing May 2010 - August 2010
Suburban Hospital August 2008 - May 2009
Aristotle Circle August 2007 - July 2008
Rembert Pendleton Jackson May 2007 - August 2007
Skills
Business Development, Sales, Lead Generation, Business Strategy, Salesforce.com, Sales Prospecting, Marketing, Marketing Strategy, Leadership, Client Development, Public Speaking, Data Analysis, Management, Social Networking, Customer Service, Microsoft Word, Strategy, CRM, Corporate Intelligence
Education
Clemson University - College of Business and Behavioral Science 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Walt Whitman High School 2005 — 2009
Paul Crocker Paul Crocker's First Investors Experience December 2001 - June 2002
Job Technology Solutions Consultant Cloud Computing & Data Center
Industry Information Technology and Services
Experience
Windstream Hosted Solutions September 2015 - Present
Advanced Network Solutions August 2013 - August 2015
Dell May 2011 - August 2013
Dell September 2009 - April 2011
Dell January 2006 - August 2009
Dell July 2002 - December 2005
First Investors December 2001 - June 2002
Skills
Storage Solutions, Storage Virtualization, Enterprise Storage, Deduplication, SMB, Data Center, SAN, NAS, Storage, Dell Computers, VDI, Partner Management, Disaster Recovery, Enterprise Software, SaaS, Storage Area Networks, Channel, Virtualization, Channel Partners, VMware, Cloud Computing, Solution Selling, iSCSI, Sales Enablement, Hyper-V, Managed Services, Account Management, Backup Solutions, Servers, Salesforce.com, HP, Direct Sales, Professional Services, Management, Software Industry, Sales, Call Centers, Networking, Sales Management, Pre-sales, Sales Process, Demand Generation, Channel Sales, Go-to-market Strategy, CRM
Education
Freed-Hardeman University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance & Marketing
Windstream Hosted Solutions September 2015 - Present
Advanced Network Solutions August 2013 - August 2015
Dell May 2011 - August 2013
Dell September 2009 - April 2011
Dell January 2006 - August 2009
Dell July 2002 - December 2005
First Investors December 2001 - June 2002
Skills
Storage Solutions, Storage Virtualization, Enterprise Storage, Deduplication, SMB, Data Center, SAN, NAS, Storage, Dell Computers, VDI, Partner Management, Disaster Recovery, Enterprise Software, SaaS, Storage Area Networks, Channel, Virtualization, Channel Partners, VMware, Cloud Computing, Solution Selling, iSCSI, Sales Enablement, Hyper-V, Managed Services, Account Management, Backup Solutions, Servers, Salesforce.com, HP, Direct Sales, Professional Services, Management, Software Industry, Sales, Call Centers, Networking, Sales Management, Pre-sales, Sales Process, Demand Generation, Channel Sales, Go-to-market Strategy, CRM
Education
Freed-Hardeman University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance & Marketing
Jacob Zuckerman's First Investors Experience June 2015 - August 2015
Job Student at Illinois State University
Industry Investment Management
Experience
First Investors June 2015 - August 2015
Morton Grove Public Works April 2013 - August 2014
Niles Park District April 2010 - July 2011
Skills
Leadership, Teamwork, Responsiveness
Education
Illinois State University 2010 — 2015
Bachelor of Science (BS), Finance, General
First Investors June 2015 - August 2015
Morton Grove Public Works April 2013 - August 2014
Niles Park District April 2010 - July 2011
Skills
Leadership, Teamwork, Responsiveness
Education
Illinois State University 2010 — 2015
Bachelor of Science (BS), Finance, General
Rachel Klein's First Investors Experience June 2012 - August 2012
Job Financial Advisor
Industry Financial Services
Experience
State Farm August 2015 - Present
A-Plus Dewatering Group, Inc. January 2015 - May 2015
Home Servicing October 2014 - January 2015
Film and Television Industry October 2013 - August 2014
Republic Finance August 2013 - November 2013
L'Auberge Baton Rouge August 2012 - September 2013
First Investors June 2012 - August 2012
Genesee General Insurance Payment Company May 2007 - August 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, Social Media, Financial Analysis, Event Planning, QuickBooks, Social Networking, Public Relations, Photoshop, Outlook, Teamwork, Accounting, Excel, Word, Marketing, Access, Finance, Data Entry, Strategic Financial..., Social Media Marketing, Facebook
Education
Louisiana State University 2008 — 2012
Finance, Accounting
State Farm August 2015 - Present
A-Plus Dewatering Group, Inc. January 2015 - May 2015
Home Servicing October 2014 - January 2015
Film and Television Industry October 2013 - August 2014
Republic Finance August 2013 - November 2013
L'Auberge Baton Rouge August 2012 - September 2013
First Investors June 2012 - August 2012
Genesee General Insurance Payment Company May 2007 - August 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, Social Media, Financial Analysis, Event Planning, QuickBooks, Social Networking, Public Relations, Photoshop, Outlook, Teamwork, Accounting, Excel, Word, Marketing, Access, Finance, Data Entry, Strategic Financial..., Social Media Marketing, Facebook
Education
Louisiana State University 2008 — 2012
Finance, Accounting
Elisabeth Calandro's First Investors Experience June 2015 - August 2015
Job Student at University of Bridgeport
Industry Financial Services
Experience
University of Bridgeport August 2012 - Present
West Haven City Hall January 2010 - Present
First Investors June 2015 - August 2015
Gateway Community College January 2011 - June 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Research, Public Speaking, Teaching, Teamwork, Customer Service, Writing, Statistics, Editing, Martial Arts, Computers, Keyboard Skills, Human Resources, Mathematics, Economics, Facebook, Social Networking, Event Planning, Critical Thinking, Data Analysis, Program Development, Nonprofits, Tutoring, Corporate Finance, Personal Finance, Financial Analysis, Management, Social Media, Time Management, Sales, Analysis
Education
University of Bridgeport 2012 — 2016
Finance, Business Administration, Psychology
Gateway Community College 2010 — 2011
Business Administration and Management, General
University of Bridgeport August 2012 - Present
West Haven City Hall January 2010 - Present
First Investors June 2015 - August 2015
Gateway Community College January 2011 - June 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Research, Public Speaking, Teaching, Teamwork, Customer Service, Writing, Statistics, Editing, Martial Arts, Computers, Keyboard Skills, Human Resources, Mathematics, Economics, Facebook, Social Networking, Event Planning, Critical Thinking, Data Analysis, Program Development, Nonprofits, Tutoring, Corporate Finance, Personal Finance, Financial Analysis, Management, Social Media, Time Management, Sales, Analysis
Education
University of Bridgeport 2012 — 2016
Finance, Business Administration, Psychology
Gateway Community College 2010 — 2011
Business Administration and Management, General
Andrew Araujo's First Investors Experience February 2014 - April 2014
Job Business Administration/Finance/Economics
Industry Financial Services
Experience
Northwestern Mutual July 2014 - February 2015
First Investors February 2014 - April 2014
Aegis Engines June 2009 - September 2013
Spokane Falls Community College January 2007 - June 2009
Skills
Sales, Leadership, Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Training, Photoshop, CRM, Financial Modeling
Education
Eastern Washington University 2009 — 2013
Bachelor of Arts (B.A.), Finance, Economics
Eastern Washington University 2009 — 2013
Bachelor's degree, Finance/Economics
Northwestern Mutual July 2014 - February 2015
First Investors February 2014 - April 2014
Aegis Engines June 2009 - September 2013
Spokane Falls Community College January 2007 - June 2009
Skills
Sales, Leadership, Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Training, Photoshop, CRM, Financial Modeling
Education
Eastern Washington University 2009 — 2013
Bachelor of Arts (B.A.), Finance, Economics
Eastern Washington University 2009 — 2013
Bachelor's degree, Finance/Economics
Marcus Glover's First Investors Experience May 2007 - August 2007
Job Customer Service
Industry Banking
Experience
Myeyedr July 2015 - Present
Holiday Inn October 2013 - May 2015
Quality Inn April 2012 - October 2013
First Investors May 2007 - August 2007
Skills
Customer Service, Outlook, Microsoft Office, Microsoft Excel, Operations Management, Budgets, Microsoft Word, PowerPoint, Windows, Research, Strategic Planning, Forecasting, Demand Forecasting, Communication, Leadership, Analysis, Team Building, Management, Time Management, Team Leadership
Education
Strayer University 2015 — 2018
Master of Business Administration (MBA), Project Management
Columbus State University 2013 — 2015
Bachelor of Science in progress, Finance, General
Kennesaw State University - Michael J. Coles College of Business 2006 — 2009
Finance, General
Myeyedr July 2015 - Present
Holiday Inn October 2013 - May 2015
Quality Inn April 2012 - October 2013
First Investors May 2007 - August 2007
Skills
Customer Service, Outlook, Microsoft Office, Microsoft Excel, Operations Management, Budgets, Microsoft Word, PowerPoint, Windows, Research, Strategic Planning, Forecasting, Demand Forecasting, Communication, Leadership, Analysis, Team Building, Management, Time Management, Team Leadership
Education
Strayer University 2015 — 2018
Master of Business Administration (MBA), Project Management
Columbus State University 2013 — 2015
Bachelor of Science in progress, Finance, General
Kennesaw State University - Michael J. Coles College of Business 2006 — 2009
Finance, General
Marceau Sautelet III, MBA's First Investors Experience September 1995 - August 1998
Job Sr. Financial Sales Advisor II at BBVA Compass
Industry Financial Services
Experience
BBVA Compass September 2015 - Present
JPMorgan Chase Bank, N.A. June 2014 - September 2015
Chase February 2011 - June 2014
Front Range Financial Services September 2008 - February 2011
AIG SunAmerica August 2007 - September 2008
Chase October 2005 - May 2007
Chase July 2000 - October 2005
ING Direct USA February 1999 - August 1999
OppenheimerFunds August 1998 - April 1999
First Investors September 1995 - August 1998
Skills
Investments, Management, Loans, Finance, Financial Services, Leadership, Strategic Planning, Credit, Customer Service, Banking
Education
Regis University 2011 — 2013
Master of Business Administration (MBA), Health Industry Leadership
Cornell College 1988 — 1992
Bachelor's degree, Political Science, Philosophy
BBVA Compass September 2015 - Present
JPMorgan Chase Bank, N.A. June 2014 - September 2015
Chase February 2011 - June 2014
Front Range Financial Services September 2008 - February 2011
AIG SunAmerica August 2007 - September 2008
Chase October 2005 - May 2007
Chase July 2000 - October 2005
ING Direct USA February 1999 - August 1999
OppenheimerFunds August 1998 - April 1999
First Investors September 1995 - August 1998
Skills
Investments, Management, Loans, Finance, Financial Services, Leadership, Strategic Planning, Credit, Customer Service, Banking
Education
Regis University 2011 — 2013
Master of Business Administration (MBA), Health Industry Leadership
Cornell College 1988 — 1992
Bachelor's degree, Political Science, Philosophy
Elizabeth Hamlin Elizabeth Hamlin's First Investors Experience June 2012 - August 2012
Job Researcher at Barbaricum
Industry Research
Experience
Barbaricum November 2013 - Present
Krokom Dvärsätt 2013 - September 2013
Dartmouth College Athletic Department March 2013 - June 2013
First Investors June 2012 - August 2012
Center Road Elementary School January 2012 - March 2012
Developmental and Educational Psychology Lab January 2012 - March 2012
Skills
Microsoft Office, SPSS, SAS, Windows, Mac OS, Internet Explorer, Stata, Statistics, Research, R Studio
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (BA), Economics modified with Psychology
Barbaricum November 2013 - Present
Krokom Dvärsätt 2013 - September 2013
Dartmouth College Athletic Department March 2013 - June 2013
First Investors June 2012 - August 2012
Center Road Elementary School January 2012 - March 2012
Developmental and Educational Psychology Lab January 2012 - March 2012
Skills
Microsoft Office, SPSS, SAS, Windows, Mac OS, Internet Explorer, Stata, Statistics, Research, R Studio
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (BA), Economics modified with Psychology
Brittany R. Bittner Brittany R. Bittner's First Investors Experience May 2012 - January 2013
Job Seller Manager at Ariba & Business Owner
Industry Marketing and Advertising
Experience
Ariba April 2013 - Present
Bittner International January 2013 - Present
Soma Intimates January 2013 - April 2013
First Investors May 2012 - January 2013
Penn State University August 2008 - May 2012
Dairy Queen 2008 - 2012
Skills
Customer Relations, Psychology, Market Research, Multivariate Statistics, Excel, PowerPoint, Word, SPSS, Research Design, Conference Presentations, Statistics, Customer Service, Sales, Entrepreneurship, Social Media, Microsoft Word, Financial Analysis, Data Analysis, Time Management, Public Speaking, Research, Microsoft Excel, Social Networking, Marketing, Teamwork
Education
Pennsylvania State University-Erie Campus 2008 — 2012
Bachelor of Science (B.S.), Psychology & Marketing
Kent State University 2008 — 2009
North Hills High School
North Hills High School
North Hills High School
Penn State University
Penn State University
Penn State University
Penn State University
Ariba April 2013 - Present
Bittner International January 2013 - Present
Soma Intimates January 2013 - April 2013
First Investors May 2012 - January 2013
Penn State University August 2008 - May 2012
Dairy Queen 2008 - 2012
Skills
Customer Relations, Psychology, Market Research, Multivariate Statistics, Excel, PowerPoint, Word, SPSS, Research Design, Conference Presentations, Statistics, Customer Service, Sales, Entrepreneurship, Social Media, Microsoft Word, Financial Analysis, Data Analysis, Time Management, Public Speaking, Research, Microsoft Excel, Social Networking, Marketing, Teamwork
Education
Pennsylvania State University-Erie Campus 2008 — 2012
Bachelor of Science (B.S.), Psychology & Marketing
Kent State University 2008 — 2009
North Hills High School
North Hills High School
North Hills High School
Penn State University
Penn State University
Penn State University
Penn State University
William Wales's First Investors Experience April 2015 - Present
Job Intern at First Investors
Industry Financial Services
Experience
First Investors April 2015 - Present
Walmart April 2013 - Present
Skills
Sales, Customer Service, Microsoft Office, Management, Microsoft Word, Leadership, PowerPoint, Microsoft Excel, Strategic Planning, Time Management
Education
Eastern Kentucky University 2013 — 2016
First Investors April 2015 - Present
Walmart April 2013 - Present
Skills
Sales, Customer Service, Microsoft Office, Management, Microsoft Word, Leadership, PowerPoint, Microsoft Excel, Strategic Planning, Time Management
Education
Eastern Kentucky University 2013 — 2016
Kyle Bolden's First Investors Experience May 2015 - August 2015
Job Intern at First Investors Corporation
Industry Marketing and Advertising
Experience
Sakura Garden Japanese Steakhouse June 2014 - Present
First Investors May 2015 - August 2015
Nomads Adventure Quest December 2009 - August 2014
Skills
Microsoft Visio, Microsoft Excel, Microsoft Office, Microsoft Word, Photoshop, Leadership, Marketing Strategy, Product Marketing, Customer Service, Social Networking
Education
Eastern Connecticut State University 2012 — 2016
Major: Bachelor of Business Administration (B.B.A.), Minor: Business Information Systems
South Windsor High School 2008 — 2012
Sakura Garden Japanese Steakhouse June 2014 - Present
First Investors May 2015 - August 2015
Nomads Adventure Quest December 2009 - August 2014
Skills
Microsoft Visio, Microsoft Excel, Microsoft Office, Microsoft Word, Photoshop, Leadership, Marketing Strategy, Product Marketing, Customer Service, Social Networking
Education
Eastern Connecticut State University 2012 — 2016
Major: Bachelor of Business Administration (B.B.A.), Minor: Business Information Systems
South Windsor High School 2008 — 2012
Raymond Baldwin's First Investors Experience June 2015 - Present
Job Intern at First Investors
Industry Hospitality
Experience
First Investors June 2015 - Present
Wyndham Worldwide / RCI April 2012 - Present
Skills
Customer Service, Time Management, CPR Certified, Microsoft Office, Invoicing, Team Leadership, Hospitality, Customer Satisfaction, Tourism, Hospitality Management, PowerPoint, Team Building
Education
Northern Arizona University 2014 — 2017
Bachelor of Business Administration (BBA), Finance, General
Coconino County Community College 2012 — 2014
Associate of Arts (A.A.), Business/Commerce, General
First Investors June 2015 - Present
Wyndham Worldwide / RCI April 2012 - Present
Skills
Customer Service, Time Management, CPR Certified, Microsoft Office, Invoicing, Team Leadership, Hospitality, Customer Satisfaction, Tourism, Hospitality Management, PowerPoint, Team Building
Education
Northern Arizona University 2014 — 2017
Bachelor of Business Administration (BBA), Finance, General
Coconino County Community College 2012 — 2014
Associate of Arts (A.A.), Business/Commerce, General
Eric Dunlap Eric Dunlap's First Investors Experience June 2013 - November 2013
Job IT Technician at VARtek Services
Industry Information Technology and Services
Experience
VARtek Services February 2015 - Present
Innovative Control Systems, Inc January 2014 - July 2014
First Investors June 2013 - November 2013
Target October 2009 - June 2013
Skills
TCP/IP, LAN-WAN, VoIP, Linux, Unix, Windows Server, HTML, Hardware, Software, Cisco Routers, VirtualBox, Wireshark, Firewalls, Visual Basic, Microsoft Office, Network Design, SQL, Citrix, VMware, Server Administration, Technical Support, Networking, Troubleshooting, Active Directory, Network Administration
Education
DeVry University 2011 — 2013
Associates, Applied Science in Network Systems Administration
VARtek Services February 2015 - Present
Innovative Control Systems, Inc January 2014 - July 2014
First Investors June 2013 - November 2013
Target October 2009 - June 2013
Skills
TCP/IP, LAN-WAN, VoIP, Linux, Unix, Windows Server, HTML, Hardware, Software, Cisco Routers, VirtualBox, Wireshark, Firewalls, Visual Basic, Microsoft Office, Network Design, SQL, Citrix, VMware, Server Administration, Technical Support, Networking, Troubleshooting, Active Directory, Network Administration
Education
DeVry University 2011 — 2013
Associates, Applied Science in Network Systems Administration
Gregory Geib Gregory Geib's First Investors Experience January 2010 - May 2010
Job Sr. Client Relations Manager at Mailify
Industry Marketing and Advertising
Experience
Mailify May 2015 - Present
Yodle April 2014 - April 2015
Talener April 2013 - April 2014
Yelp August 2012 - April 2013
North Woods of Colchester November 2010 - April 2012
First Investors January 2010 - May 2010
Sprint The Customer Center June 2008 - October 2009
Skills
Series 63, Series 65, FINRA Series 6, Life Insurance, Health Insurance, Online Advertising, Sales, CRM, Training, New Business Development, Series 6, Management, Customer Service, Cold Calling
Education
Eastern Connecticut State University 2006 — 2011
Bachelor of Arts (BA), Economics
Mailify May 2015 - Present
Yodle April 2014 - April 2015
Talener April 2013 - April 2014
Yelp August 2012 - April 2013
North Woods of Colchester November 2010 - April 2012
First Investors January 2010 - May 2010
Sprint The Customer Center June 2008 - October 2009
Skills
Series 63, Series 65, FINRA Series 6, Life Insurance, Health Insurance, Online Advertising, Sales, CRM, Training, New Business Development, Series 6, Management, Customer Service, Cold Calling
Education
Eastern Connecticut State University 2006 — 2011
Bachelor of Arts (BA), Economics
Jean Sweeney Jean Sweeney's First Investors Experience February 1984 - December 1987
Job Thought Leader, Speaker, Blogger for Women's Equality, ERA & Celebrating the Divine Mystery as both Female & Male
Industry Think Tanks
Experience
Rethinking Eve LLC September 2014 - Present
Maloof Browne & Eagan LLC January 1998 - September 2014
Smith Barney August 1993 - September 1997
American Express/Shearson Lehman Brothers February 1991 - August 1993
Emmet, Marvin & Martin, LLP January 1987 - December 1990
First Investors February 1984 - December 1987
CBS Corporation October 1978 - August 1979
PepsiCo May 1978 - September 1978
Skills
Women's Rights, Equal Rights Amendment, Women's Empowerment, Public Speaking, Entrepreneurship, Teaching, Title IX, Artist, Jewelry Design, Corporate Law
Education
St. John's University School of Law 1979 — 1982
JD, Law
College of the Holy Cross 1974 — 1978
Bachelor’s Degree, English Literature
Scarsdale High School 1970 — 1974
High School Degree
Rethinking Eve LLC September 2014 - Present
Maloof Browne & Eagan LLC January 1998 - September 2014
Smith Barney August 1993 - September 1997
American Express/Shearson Lehman Brothers February 1991 - August 1993
Emmet, Marvin & Martin, LLP January 1987 - December 1990
First Investors February 1984 - December 1987
CBS Corporation October 1978 - August 1979
PepsiCo May 1978 - September 1978
Skills
Women's Rights, Equal Rights Amendment, Women's Empowerment, Public Speaking, Entrepreneurship, Teaching, Title IX, Artist, Jewelry Design, Corporate Law
Education
St. John's University School of Law 1979 — 1982
JD, Law
College of the Holy Cross 1974 — 1978
Bachelor’s Degree, English Literature
Scarsdale High School 1970 — 1974
High School Degree
Kevin Valley Kevin Valley's First Investors Experience 2015 - 2015
Job Background in Customer Service, Management, and Finance
Industry Financial Services
Experience
Beta Nu Xi October 2009 - Present
Blumark January 2014 - April 2015
First Investors 2015 - 2015
Blumark Advisors October 2013 - December 2013
The Society of Human Resource Management April 2013 - December 2013
Investment Club January 2013 - December 2013
LSSU Food Service September 2008 - December 2013
Inter Greek Council September 2011 - April 2013
Presidents Council September 2010 - April 2013
Enactus April 2011 - December 2011
Skills
Catering, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Leadership, Teamwork, Microsoft Office, Management, Event Planning, Fundraising, Team Leadership, Food, Public Speaking, Time Management, Event Management, Research, Restaurants, Social Networking, Culinary Skills, Public Relations
Education
Lake Superior State University 2008 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Beta Nu Xi October 2009 - Present
Blumark January 2014 - April 2015
First Investors 2015 - 2015
Blumark Advisors October 2013 - December 2013
The Society of Human Resource Management April 2013 - December 2013
Investment Club January 2013 - December 2013
LSSU Food Service September 2008 - December 2013
Inter Greek Council September 2011 - April 2013
Presidents Council September 2010 - April 2013
Enactus April 2011 - December 2011
Skills
Catering, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Leadership, Teamwork, Microsoft Office, Management, Event Planning, Fundraising, Team Leadership, Food, Public Speaking, Time Management, Event Management, Research, Restaurants, Social Networking, Culinary Skills, Public Relations
Education
Lake Superior State University 2008 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Justin Bartolomeo Justin Bartolomeo's First Investors Experience June 2015 - August 2015
Job Financial advisor intern at First Investors
Industry Financial Services
Experience
Steiner Sports July 2014 - Present
First Investors June 2015 - August 2015
Siller and Cohen June 2014 - August 2014
Battiato & Associates February 2014 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Asset Allocation, Social Media, Teamwork, Finance, Investments, Strategic Planning, Time Management, PowerPoint, Financial Analysis, User Friendly
Education
Iona College 2012 — 2016
Bachelor's degree, Finance, General, 3.43 out of 4.0
Holy Cross High School 2008 — 2012
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.5 of 4.0
Steiner Sports July 2014 - Present
First Investors June 2015 - August 2015
Siller and Cohen June 2014 - August 2014
Battiato & Associates February 2014 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Asset Allocation, Social Media, Teamwork, Finance, Investments, Strategic Planning, Time Management, PowerPoint, Financial Analysis, User Friendly
Education
Iona College 2012 — 2016
Bachelor's degree, Finance, General, 3.43 out of 4.0
Holy Cross High School 2008 — 2012
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.5 of 4.0
Cassidy Martin's First Investors Experience November 2014 - Present
Job Student at Duquesne University
Industry Financial Services
Experience
First Investors November 2014 - Present
H&R Block January 2013 - January 2014
Education
Duquesne University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
First Investors November 2014 - Present
H&R Block January 2013 - January 2014
Education
Duquesne University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Keith Dodson, MBA Keith Dodson, MBA's First Investors Experience November 2005 - October 2006
Job Senior Human Resources Generalist at Matalco Inc.
Industry Human Resources
Experience
Matalco Inc. March 2015 - Present
Graphic Packaging International February 2013 - April 2014
UHS May 2011 - February 2013
Babcock & Wilcox December 2008 - April 2011
FirstEnergy October 2006 - December 2008
First Investors November 2005 - October 2006
Charter One Bank 2004 - 2005
Skills
Employee Relations, Labor Relations, Benefits Administration, Internal Investigations, Disciplinary Actions, Unemployment Claims, Workers Compensation, Collective Bargaining, Contract Negotiation, Grievance Resolution, Arbitration, Payroll Administration, Leave Management, Short Term Disability, Employment Law, FMLA, ADA, FLSA, NLRA, Full-cycle Recruiting, Staff Training, New Hire Orientation, Disciplinaries, Americans with..., New Hire Orientations, Management, Grievances, Organizational..., Personnel Management, Performance Management, Interviews, Workforce Planning, Recruiting, Human Resources, Onboarding, Training, College Recruiting, Union Avoidance, Employee Engagement, SDLC, HRIS, Payroll, Disabilities, Employee Benefits, Succession Planning, Applicant Tracking..., Employee Training, Deferred Compensation, HR Policies
Education
Cleveland State University 2005 — 2006
Master of Business Administration (MBA), Human Resources/Labor Relations
John Carroll University 1996 — 2000
Bachelor of Arts (BA), Communications
Matalco Inc. March 2015 - Present
Graphic Packaging International February 2013 - April 2014
UHS May 2011 - February 2013
Babcock & Wilcox December 2008 - April 2011
FirstEnergy October 2006 - December 2008
First Investors November 2005 - October 2006
Charter One Bank 2004 - 2005
Skills
Employee Relations, Labor Relations, Benefits Administration, Internal Investigations, Disciplinary Actions, Unemployment Claims, Workers Compensation, Collective Bargaining, Contract Negotiation, Grievance Resolution, Arbitration, Payroll Administration, Leave Management, Short Term Disability, Employment Law, FMLA, ADA, FLSA, NLRA, Full-cycle Recruiting, Staff Training, New Hire Orientation, Disciplinaries, Americans with..., New Hire Orientations, Management, Grievances, Organizational..., Personnel Management, Performance Management, Interviews, Workforce Planning, Recruiting, Human Resources, Onboarding, Training, College Recruiting, Union Avoidance, Employee Engagement, SDLC, HRIS, Payroll, Disabilities, Employee Benefits, Succession Planning, Applicant Tracking..., Employee Training, Deferred Compensation, HR Policies
Education
Cleveland State University 2005 — 2006
Master of Business Administration (MBA), Human Resources/Labor Relations
John Carroll University 1996 — 2000
Bachelor of Arts (BA), Communications
Diego Durand Neuhaus Diego Durand Neuhaus's First Investors Experience January 2015 - July 2015
Job Underwriter at Knight Capital Funding
Industry Financial Services
Experience
Knight Capital Funding July 2015 - Present
First Investors January 2015 - July 2015
KGFA Capital Ventures, LLC (dba) LENDINERO March 2013 - February 2014
Market Watch May 2010 - August 2010
BNP Paribas June 2008 - June 2009
The Greenlining Institute January 2008 - June 2008
Skills
Fluent in Spanish, Financial Planners, Life Insurance, Term Life Insurance, Market Research, Data Analysis, Marketing, Finance, Bonds, Alternative Investments, Securities, Series 7, Investments, Asset Allocation, Investment Strategies, Mutual Funds, Series 63, Social Media, Sales, Business Loans, Loans, Merchant Cash Advance, Accounts Receivable, Cash Flow, Loan Servicing, Loan Origination, Construction Loans, Portfolio Management, Emerging Markets, Financial Analysis, Latin America, Equities, Banking, Bloomberg Terminal, Valuation, Corporate Finance, Wealth Management, Bloomberg, Relationship Management, Structured Finance, Due Diligence, Financial Modeling, Small Business, Economics, Hedge Funds, Strategic Financial..., Investment Banking, Private Banking, Asset Management, Private Equity
Education
Florida International University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Economics
San Diego Mesa College
Associate of Arts and Sciences (AAS), Economics
Knight Capital Funding July 2015 - Present
First Investors January 2015 - July 2015
KGFA Capital Ventures, LLC (dba) LENDINERO March 2013 - February 2014
Market Watch May 2010 - August 2010
BNP Paribas June 2008 - June 2009
The Greenlining Institute January 2008 - June 2008
Skills
Fluent in Spanish, Financial Planners, Life Insurance, Term Life Insurance, Market Research, Data Analysis, Marketing, Finance, Bonds, Alternative Investments, Securities, Series 7, Investments, Asset Allocation, Investment Strategies, Mutual Funds, Series 63, Social Media, Sales, Business Loans, Loans, Merchant Cash Advance, Accounts Receivable, Cash Flow, Loan Servicing, Loan Origination, Construction Loans, Portfolio Management, Emerging Markets, Financial Analysis, Latin America, Equities, Banking, Bloomberg Terminal, Valuation, Corporate Finance, Wealth Management, Bloomberg, Relationship Management, Structured Finance, Due Diligence, Financial Modeling, Small Business, Economics, Hedge Funds, Strategic Financial..., Investment Banking, Private Banking, Asset Management, Private Equity
Education
Florida International University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Economics
San Diego Mesa College
Associate of Arts and Sciences (AAS), Economics
Dina Gass's First Investors Experience May 2013 - August 2013
Job Executive Analyst at CSSICost Segregation Services, Inc.
Industry Financial Services
Experience
CSSI-Cost Segregation Services, Inc. May 2014 - Present
CSSI-Cost Segregation Services, Inc. February 2014 - May 2014
Louisiana State University August 2010 - May 2014
Yogurtland May 2013 - August 2013
First Investors May 2013 - August 2013
Louisiana International Film Festival March 2013 - May 2013
Simplified I.T. Products LLC. June 2012 - August 2012
Private Nanny May 2012 - July 2012
Skills
Magento, Freshbooks, QuickBooks, Shipworks, Event Planning, Public Speaking, Microsoft Office, PowerPoint, Training, Social Media, Time Management, Research, Microsoft Word, Fundraising, Data Analysis, Sales, Teaching, Facebook, Microsoft Excel, Social Networking, Marketing, Leadership, Public Relations, Nonprofits, Photoshop, Higher Education, Access, Event Management, Customer Service, Community Outreach
Education
Louisiana State University 2010 — 2014
Bachelor of Science (BS), Finance and Minor in Entrepreneurship, Graduated
Sprayberry High School 2006 — 2010
CSSI-Cost Segregation Services, Inc. May 2014 - Present
CSSI-Cost Segregation Services, Inc. February 2014 - May 2014
Louisiana State University August 2010 - May 2014
Yogurtland May 2013 - August 2013
First Investors May 2013 - August 2013
Louisiana International Film Festival March 2013 - May 2013
Simplified I.T. Products LLC. June 2012 - August 2012
Private Nanny May 2012 - July 2012
Skills
Magento, Freshbooks, QuickBooks, Shipworks, Event Planning, Public Speaking, Microsoft Office, PowerPoint, Training, Social Media, Time Management, Research, Microsoft Word, Fundraising, Data Analysis, Sales, Teaching, Facebook, Microsoft Excel, Social Networking, Marketing, Leadership, Public Relations, Nonprofits, Photoshop, Higher Education, Access, Event Management, Customer Service, Community Outreach
Education
Louisiana State University 2010 — 2014
Bachelor of Science (BS), Finance and Minor in Entrepreneurship, Graduated
Sprayberry High School 2006 — 2010
Guy Prisciandaro Guy Prisciandaro's First Investors Experience 2004 - 2005
Job Branch Manager / Financial Services Representative at KeyBank
Industry Financial Services
Experience
KeyBank September 2015 - Present
Key Bank January 2015 - Present
KeyBank January 2014 - January 2015
First Niagara Bank 2012 - 2013
HSBC Securities December 2005 - May 2012
First Investors 2004 - 2005
First Guarantee Mortgage 2003 - 2004
Skills
Series 6, Series 63, NYS Notary Public, NYS Life, NMLS, FINRA, Relationship Management, Mortgage Lending, Financial Services, Life Insurance, Mutual Funds, Insurance, Investments, Banking, Loans, Finance, Sales, Retail Banking, Credit, Customer Service, Management
Education
State University of New York at Albany 2000 — 2002
Bachelor of Arts in Sociology / Minor: Political Science
Dutchess Community College 1998 — 2000
Associate's degree, Criminal Justice, 3.85
Arlington High School
KeyBank September 2015 - Present
Key Bank January 2015 - Present
KeyBank January 2014 - January 2015
First Niagara Bank 2012 - 2013
HSBC Securities December 2005 - May 2012
First Investors 2004 - 2005
First Guarantee Mortgage 2003 - 2004
Skills
Series 6, Series 63, NYS Notary Public, NYS Life, NMLS, FINRA, Relationship Management, Mortgage Lending, Financial Services, Life Insurance, Mutual Funds, Insurance, Investments, Banking, Loans, Finance, Sales, Retail Banking, Credit, Customer Service, Management
Education
State University of New York at Albany 2000 — 2002
Bachelor of Arts in Sociology / Minor: Political Science
Dutchess Community College 1998 — 2000
Associate's degree, Criminal Justice, 3.85
Arlington High School
Hannah Malisia Hannah Malisia's First Investors Experience May 2012 - August 2012
Job Account Manager at Equator Design
Industry Design
Experience
Equator Design April 2015 - Present
Johnson & Quin January 2013 - April 2015
Alexian Brothers Health System December 2012 - December 2012
Illinois State University August 2011 - December 2012
First Investors May 2012 - August 2012
Chicago Twenty Something May 2011 - August 2011
Illinois State University January 2011 - May 2011
The Coast News Group May 2009 - August 2009
Skills
Facebook, Social Media, Project Management, Event Planning, Marketing, Six Sigma, Microsoft Word, PowerPoint, Quality Management, InDesign, Photoshop, Illustrator, Graphic Communication, Minitab, @Risk, Training & Development, Mac, Twitter, Google+, Quality Assurance, Leadership, Literature Reviews, Employee Training, Vendor Relationship..., Vendor Managed Inventory, Vendor Relations, Quality Control, Monarch, Microsoft Excel, Social Networking, Events Organisation, Instagram, Time Management, Organization Skills
Education
Illinois State University 2011 — 2012
Master's of Science in Technology, Certificates of Project Management, Training & Development and Concentration in Quality & Six Sigma
Illinois State University 2007 — 2011
Bachelor of Applied Science (BASc), Graphic Communications, Minor in Business Administration
University of Leicester 2010 — 2010
Semester Abroad
Equator Design April 2015 - Present
Johnson & Quin January 2013 - April 2015
Alexian Brothers Health System December 2012 - December 2012
Illinois State University August 2011 - December 2012
First Investors May 2012 - August 2012
Chicago Twenty Something May 2011 - August 2011
Illinois State University January 2011 - May 2011
The Coast News Group May 2009 - August 2009
Skills
Facebook, Social Media, Project Management, Event Planning, Marketing, Six Sigma, Microsoft Word, PowerPoint, Quality Management, InDesign, Photoshop, Illustrator, Graphic Communication, Minitab, @Risk, Training & Development, Mac, Twitter, Google+, Quality Assurance, Leadership, Literature Reviews, Employee Training, Vendor Relationship..., Vendor Managed Inventory, Vendor Relations, Quality Control, Monarch, Microsoft Excel, Social Networking, Events Organisation, Instagram, Time Management, Organization Skills
Education
Illinois State University 2011 — 2012
Master's of Science in Technology, Certificates of Project Management, Training & Development and Concentration in Quality & Six Sigma
Illinois State University 2007 — 2011
Bachelor of Applied Science (BASc), Graphic Communications, Minor in Business Administration
University of Leicester 2010 — 2010
Semester Abroad
Jeffrey Serna's First Investors Experience 2011 - 2011
Job Officer, Financial Manager II at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank March 2014 - Present
Bank Financial May 2011 - March 2014
First Investors 2011 - 2011
AIU Online September 2007 - October 2008
West Suburban Bank June 2006 - September 2007
TCF Bank March 2002 - June 2006
Skills
Banking, Customer Service, Credit, PowerPoint, Sales, Strategic Financial..., Call Center, Microsoft Office, Healthcare, Microsoft Excel, Cash Management, Financial Analysis, Treasury Management, Time Management, Risk Management, Microsoft Word, Access, Data Analysis, Leadership, Team Leadership, Cross Selling, Series 6, Series 63, Loan Origination, Investment Banking, Cross-functional Team..., Life Insurance, Health Insurance, Variable Products
Education
Northern Illinois University 2008 — 2010
Bachelors of Science, Economics
Elgin Community College 2006 — 2008
Associates of Arts, Economics
Fifth Third Bank March 2014 - Present
Bank Financial May 2011 - March 2014
First Investors 2011 - 2011
AIU Online September 2007 - October 2008
West Suburban Bank June 2006 - September 2007
TCF Bank March 2002 - June 2006
Skills
Banking, Customer Service, Credit, PowerPoint, Sales, Strategic Financial..., Call Center, Microsoft Office, Healthcare, Microsoft Excel, Cash Management, Financial Analysis, Treasury Management, Time Management, Risk Management, Microsoft Word, Access, Data Analysis, Leadership, Team Leadership, Cross Selling, Series 6, Series 63, Loan Origination, Investment Banking, Cross-functional Team..., Life Insurance, Health Insurance, Variable Products
Education
Northern Illinois University 2008 — 2010
Bachelors of Science, Economics
Elgin Community College 2006 — 2008
Associates of Arts, Economics
Grant Mayberry Grant Mayberry's First Investors Experience June 2005 - December 2005
Job Service Desk Technician & Verizon Account Manager at SM Energy Company
Industry Information Technology and Services
Experience
SM Energy Company June 2013 - Present
Energy Management Partners March 2009 - Present
Centura Health March 2012 - June 2013
LEGO Group January 2011 - November 2011
Harry & David May 2010 - January 2011
Long View Systems August 2007 - March 2009
Independent Sales Agent March 2007 - August 2007
Florida's Gulfarium January 2006 - March 2007
First Investors June 2005 - December 2005
Southampton College Information Technology September 2003 - May 2005
Skills
Technical Support, Computer Hardware, ITIL, XP, Troubleshooting, Management, Microsoft Office, Active Directory, Citrix, Windows 7, Networking, Training, Software Documentation, Microsoft Exchange, System Administration, Windows XP
Education
Long Island University, Southampton Campus 2001 — 2005
Bachelor of Science (B.S.), Neuropsychology
SM Energy Company June 2013 - Present
Energy Management Partners March 2009 - Present
Centura Health March 2012 - June 2013
LEGO Group January 2011 - November 2011
Harry & David May 2010 - January 2011
Long View Systems August 2007 - March 2009
Independent Sales Agent March 2007 - August 2007
Florida's Gulfarium January 2006 - March 2007
First Investors June 2005 - December 2005
Southampton College Information Technology September 2003 - May 2005
Skills
Technical Support, Computer Hardware, ITIL, XP, Troubleshooting, Management, Microsoft Office, Active Directory, Citrix, Windows 7, Networking, Training, Software Documentation, Microsoft Exchange, System Administration, Windows XP
Education
Long Island University, Southampton Campus 2001 — 2005
Bachelor of Science (B.S.), Neuropsychology
Justin Maciak Justin Maciak's First Investors Experience October 2009 - October 2012
Job Financial Advisor, Vantage Financial Group
Industry Financial Services
Experience
Vantage Financial Group, Inc. February 2013 - Present
First Investors Corporation April 2006 - February 2013
First Investors October 2009 - October 2012
Wachovia Securities, LLC May 2003 - August 2005
Education
Kent State University 2001 — 2004
b.b.a, finance
Normandy High School 1996 — 2000
High School Diploma
Vantage Financial Group, Inc. February 2013 - Present
First Investors Corporation April 2006 - February 2013
First Investors October 2009 - October 2012
Wachovia Securities, LLC May 2003 - August 2005
Education
Kent State University 2001 — 2004
b.b.a, finance
Normandy High School 1996 — 2000
High School Diploma
Darlene Bruns Darlene Bruns's First Investors Experience 1987 - 1991
Job Account Manager/Inside Sales at Horizons Window Fashions
Industry Investment Management
Experience
Horizons Window Fashions July 2014 - Present
Brookstone Capital Management August 2013 - March 2014
Sheerly Elegant August 2005 - September 2013
Molyneaux Financial Group/MassMutual Insurance Co. May 1996 - January 2000
Molyneaux Financial Group/Connecticut Mutual Agency January 1993 - May 1996
Connecticut Mutual 1991 - 1992
First Investors 1987 - 1991
Walden Investment Management Co ltd 1986 - 1987
PepsiCo January 1984 - June 1986
Motorola Solutions January 1980 - December 1983
Skills
Insurance, CRM, Employee Benefits, Retirement, Analysis, Loans, Finance, Management, Sales, Leadership, Salesforce.com
Education
DePaul University 1990 — 1996
Bachelor of Arts (BA), Marketing and Finance
Harper College 1982 — 1984
General, General Courses
Horizons Window Fashions July 2014 - Present
Brookstone Capital Management August 2013 - March 2014
Sheerly Elegant August 2005 - September 2013
Molyneaux Financial Group/MassMutual Insurance Co. May 1996 - January 2000
Molyneaux Financial Group/Connecticut Mutual Agency January 1993 - May 1996
Connecticut Mutual 1991 - 1992
First Investors 1987 - 1991
Walden Investment Management Co ltd 1986 - 1987
PepsiCo January 1984 - June 1986
Motorola Solutions January 1980 - December 1983
Skills
Insurance, CRM, Employee Benefits, Retirement, Analysis, Loans, Finance, Management, Sales, Leadership, Salesforce.com
Education
DePaul University 1990 — 1996
Bachelor of Arts (BA), Marketing and Finance
Harper College 1982 — 1984
General, General Courses
Carly Golias's First Investors Experience 2011 - Present
Job Representative at First Investors
Industry Financial Services
Experience
First Investors 2011 - Present
The University of Georgia January 2011 - December 2011
Johnny's New York Style Pizza December 2005 - July 2008
Envirocare Laundry Service January 2008 - May 2008
Education
University of Georgia - Terry College of Business 2010 — 2011
Bachelor of Business Administration in Finance, Finance
Kennesaw State University
First Investors 2011 - Present
The University of Georgia January 2011 - December 2011
Johnny's New York Style Pizza December 2005 - July 2008
Envirocare Laundry Service January 2008 - May 2008
Education
University of Georgia - Terry College of Business 2010 — 2011
Bachelor of Business Administration in Finance, Finance
Kennesaw State University
Yuk Fai Li Yuk Fai Li's First Investors Experience August 2012 - April 2013
Job Technical Consultant Storage Engineer at CDI LLC
Industry Computer Hardware
Experience
CDI LLC January 2015 - Present
STEALTHbits Technologies April 2013 - December 2014
First Investors August 2012 - April 2013
M2 Auto Group LLC January 2010 - August 2012
WAGFEG LLC DBA Golden Computers September 2003 - November 2008
Skills
Strategic Planning, Customer Service, Sales, Microsoft Office, Hardware, Marketing, Cisco Certified, Computer Hardware, Sales Management, Marketing Strategy, Negotiation, Computer Repair, CCNA, Windows 2008 Server, Windows Server, Technical Support, HTML, Windows XP Pro, Help Desk Support, Networking, Windows 7, Customer Satisfaction, CRM, Windows, Software Installation, Windows XP, Servers, Storage, Management
Education
DeVry University 2009 — 2012
Bachelor of Applied Science (BASc), Network Communications and Management
CDI LLC January 2015 - Present
STEALTHbits Technologies April 2013 - December 2014
First Investors August 2012 - April 2013
M2 Auto Group LLC January 2010 - August 2012
WAGFEG LLC DBA Golden Computers September 2003 - November 2008
Skills
Strategic Planning, Customer Service, Sales, Microsoft Office, Hardware, Marketing, Cisco Certified, Computer Hardware, Sales Management, Marketing Strategy, Negotiation, Computer Repair, CCNA, Windows 2008 Server, Windows Server, Technical Support, HTML, Windows XP Pro, Help Desk Support, Networking, Windows 7, Customer Satisfaction, CRM, Windows, Software Installation, Windows XP, Servers, Storage, Management
Education
DeVry University 2009 — 2012
Bachelor of Applied Science (BASc), Network Communications and Management
David N. Fuselier David N. Fuselier's First Investors Experience 1983 - 1984
Job Principal, Fuselier and Co.
Industry Executive Office
Experience
Integrated Freight Corporation August 2012 - Present
New Leaf Brands February 2012 - Present
Fuselier and Co. 1998 - Present
Aviation Fuel Supply, Air East and Dove Aviation 1988 - 1998
Trans World Airlines 1986 - 1988
Citibank NA 1984 - 1986
First Investors 1983 - 1984
Skills
Mergers & Acquisitions, Energy, Start-ups, Strategic Planning, Venture Capital, Private Equity, Due Diligence, Entrepreneurship, Construction, Business Strategy, Executive Management, Strategy, Mergers, Acquisitions, New Business Development, Team Building, Corporate Finance, Restructuring, Business Development, Marketing Strategy, Negotiation, Risk Management
Education
Louisiana State University 1981 — 1982
Master of Science
Louisiana College 1977 — 1981
Bachelor of Arts
Integrated Freight Corporation August 2012 - Present
New Leaf Brands February 2012 - Present
Fuselier and Co. 1998 - Present
Aviation Fuel Supply, Air East and Dove Aviation 1988 - 1998
Trans World Airlines 1986 - 1988
Citibank NA 1984 - 1986
First Investors 1983 - 1984
Skills
Mergers & Acquisitions, Energy, Start-ups, Strategic Planning, Venture Capital, Private Equity, Due Diligence, Entrepreneurship, Construction, Business Strategy, Executive Management, Strategy, Mergers, Acquisitions, New Business Development, Team Building, Corporate Finance, Restructuring, Business Development, Marketing Strategy, Negotiation, Risk Management
Education
Louisiana State University 1981 — 1982
Master of Science
Louisiana College 1977 — 1981
Bachelor of Arts
Frank F. Mayes Frank F. Mayes's First Investors Experience January 1986 - November 1987
Job Tax Professional Internet Marketer
Industry Financial Services
Experience
Self-employed January 1989 - Present
First Investors January 1986 - November 1987
Skills
Accounting, Bookkeeping, Personal Income Tax..., Financial Analysis, Online Marketing, Public Speaking, Mobile Web Design, Factoring
Education
Kentucky State University 1978 — 1982
Eastern Michigan University 1975 — 1976
Self-employed January 1989 - Present
First Investors January 1986 - November 1987
Skills
Accounting, Bookkeeping, Personal Income Tax..., Financial Analysis, Online Marketing, Public Speaking, Mobile Web Design, Factoring
Education
Kentucky State University 1978 — 1982
Eastern Michigan University 1975 — 1976
Michael Gibbons Michael Gibbons's First Investors Experience August 2013 - November 2013
Job Recruiter at JK Partners
Industry Sports
Experience
JK Partners August 2014 - Present
Global Arena Capital Corp. December 2013 - July 2014
First Investors August 2013 - November 2013
Skills
Leadership, PowerPoint, Technical Recruiting, Recruiting, Microsoft Office, Sports, Sports Management, Event Planning, Public Speaking, Facebook, Microsoft Word, Fundraising, Social Media, Social Networking, Research, Sales, Teamwork, Community Outreach, Event Management, Volunteer Management, Sports Marketing, Java, SQL, Microsoft Excel, Nonprofits, Public Relations, Ticket Sales, Team Leadership
Education
College of Mount Saint Vincent 2009 — 2013
Bachelor of Arts (B.A.), Business/Sports Mangement
JK Partners August 2014 - Present
Global Arena Capital Corp. December 2013 - July 2014
First Investors August 2013 - November 2013
Skills
Leadership, PowerPoint, Technical Recruiting, Recruiting, Microsoft Office, Sports, Sports Management, Event Planning, Public Speaking, Facebook, Microsoft Word, Fundraising, Social Media, Social Networking, Research, Sales, Teamwork, Community Outreach, Event Management, Volunteer Management, Sports Marketing, Java, SQL, Microsoft Excel, Nonprofits, Public Relations, Ticket Sales, Team Leadership
Education
College of Mount Saint Vincent 2009 — 2013
Bachelor of Arts (B.A.), Business/Sports Mangement
Ryan McMenemy's First Investors Experience May 2011 - August 2011
Job University Accountant, University of Connecticut
Industry Accounting
Experience
University of Connecticut September 2014 - Present
Pue, Chick, Leibowitz & Blezard, LLC January 2015 - May 2015
Simione Macca and Larrow LLP June 2012 - September 2014
Simione Macca and Larrow LLP January 2012 - June 2012
Eastern Connecticut State University September 2011 - December 2011
Dunkin Donuts May 2005 - December 2011
First Investors May 2011 - August 2011
Skills
Auditing, Tax Preparation, Corporate Tax, Partnership Taxation, Non-profits, Trusts, Business Planning, Estate Planning, Financial Reporting, CCH ProSystem fx, ProSystem fx Tax
Education
Eastern Connecticut State University 2008 — 2012
Bachelor of Applied Science (BASc), Accounting and Business/Management
Eastern Connecticut State University 2008 — 2012
Graduate, Accounting
IMA Institute of Management Accountants Club Member
University of Connecticut September 2014 - Present
Pue, Chick, Leibowitz & Blezard, LLC January 2015 - May 2015
Simione Macca and Larrow LLP June 2012 - September 2014
Simione Macca and Larrow LLP January 2012 - June 2012
Eastern Connecticut State University September 2011 - December 2011
Dunkin Donuts May 2005 - December 2011
First Investors May 2011 - August 2011
Skills
Auditing, Tax Preparation, Corporate Tax, Partnership Taxation, Non-profits, Trusts, Business Planning, Estate Planning, Financial Reporting, CCH ProSystem fx, ProSystem fx Tax
Education
Eastern Connecticut State University 2008 — 2012
Bachelor of Applied Science (BASc), Accounting and Business/Management
Eastern Connecticut State University 2008 — 2012
Graduate, Accounting
IMA Institute of Management Accountants Club Member
Bryan Portnoy's First Investors Experience February 2013 - April 2013
Job Math Curriculum Designer
Industry Education Management
Experience
Edmentum May 2015 - Present
American Book Company February 2014 - May 2015
American Book Company April 2013 - May 2015
First Investors February 2013 - April 2013
Cobb County Schools June 2011 - November 2012
Cobb County Schools August 2005 - June 2011
Druid Hills High School August 2001 - July 2005
McNair High School November 1997 - July 2001
Skills
Teaching, Public Speaking, Research, Customer Service, Curriculum Design, Curriculum Development, Coaching, Strategic Planning, Social Media, Higher Education, Staff Development, Educational Leadership, Non-profits, System Administration, Program Management, Leadership, Training, Management, Lesson Planning, Public Relations, Team Building, Team Leadership, Mathematics, Leadership Development, Nonprofits, Common Core State..., Tutoring, K-12, Educational Technology, Instructional Design, Mathematics Education, Marketing, Teacher Training, Classroom Management, E-Learning, Differentiated..., Educational Consulting, Program Development, Education
Education
Georgia State University 1999 — 2001
M.Ed, Educational Leadership
Mercer University 1996 — 1997
Education
State University of New York at Albany 1992 — 1994
B.A, Mathematics
Suffolk County Community College 1991 — 1992
A.A, Mathematics
Syracuse University 1990 — 1991
Electrical Engineering
Edmentum May 2015 - Present
American Book Company February 2014 - May 2015
American Book Company April 2013 - May 2015
First Investors February 2013 - April 2013
Cobb County Schools June 2011 - November 2012
Cobb County Schools August 2005 - June 2011
Druid Hills High School August 2001 - July 2005
McNair High School November 1997 - July 2001
Skills
Teaching, Public Speaking, Research, Customer Service, Curriculum Design, Curriculum Development, Coaching, Strategic Planning, Social Media, Higher Education, Staff Development, Educational Leadership, Non-profits, System Administration, Program Management, Leadership, Training, Management, Lesson Planning, Public Relations, Team Building, Team Leadership, Mathematics, Leadership Development, Nonprofits, Common Core State..., Tutoring, K-12, Educational Technology, Instructional Design, Mathematics Education, Marketing, Teacher Training, Classroom Management, E-Learning, Differentiated..., Educational Consulting, Program Development, Education
Education
Georgia State University 1999 — 2001
M.Ed, Educational Leadership
Mercer University 1996 — 1997
Education
State University of New York at Albany 1992 — 1994
B.A, Mathematics
Suffolk County Community College 1991 — 1992
A.A, Mathematics
Syracuse University 1990 — 1991
Electrical Engineering
Michael Trembacz Michael Trembacz's First Investors Experience May 2010 - February 2011
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Farm Family Insurance Companies December 2012 - Present
GXS 2012 - 2012
The Bank of Greene County February 2011 - November 2011
First Investors May 2010 - February 2011
TJ's Sports Bar June 2008 - August 2010
Edison Computers January 2010 - February 2010
Pioneer Lumber August 2002 - August 2007
Skills
VB6, TFS, SQL, xHTML, JavaScript, VS2012, AINS 21, Lotus Notes, FTP, PC Hardware Systems, Windows & Mac operating..., Ballroom Dance, Personal Financial..., EDI, Enterprise, Unix, Java, CSS, Ruby, Ruby on Rails, Microsoft Office, Putty, Microeconomics, Macroeconomics, Econometrics, C++, SAS, Design Patterns, Data Structures, Assembly, Human Resources, Bartending, Series 63, Series 6, NYS Life
Education
Hartwick College 2006 — 2010
Bachelor of Science (B.S.), Computer Science and Economics
Farm Family Insurance Companies December 2012 - Present
GXS 2012 - 2012
The Bank of Greene County February 2011 - November 2011
First Investors May 2010 - February 2011
TJ's Sports Bar June 2008 - August 2010
Edison Computers January 2010 - February 2010
Pioneer Lumber August 2002 - August 2007
Skills
VB6, TFS, SQL, xHTML, JavaScript, VS2012, AINS 21, Lotus Notes, FTP, PC Hardware Systems, Windows & Mac operating..., Ballroom Dance, Personal Financial..., EDI, Enterprise, Unix, Java, CSS, Ruby, Ruby on Rails, Microsoft Office, Putty, Microeconomics, Macroeconomics, Econometrics, C++, SAS, Design Patterns, Data Structures, Assembly, Human Resources, Bartending, Series 63, Series 6, NYS Life
Education
Hartwick College 2006 — 2010
Bachelor of Science (B.S.), Computer Science and Economics
Stephen Aitcheson Stephen Aitcheson's First Investors Experience September 2006 - February 2007
Job Innovative IT Specialist
Industry Information Technology and Services
Experience
Best Buy August 2009 - Present
United States Army Reserve 2001 - 2009
Top flight Marketing February 2007 - July 2007
First Investors September 2006 - February 2007
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of Florida 2007 — 2008
Master's degree, Computer Science
Eckerd College 2000 — 2005
Bachelor of Science (BS), Computer Science
Best Buy August 2009 - Present
United States Army Reserve 2001 - 2009
Top flight Marketing February 2007 - July 2007
First Investors September 2006 - February 2007
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of Florida 2007 — 2008
Master's degree, Computer Science
Eckerd College 2000 — 2005
Bachelor of Science (BS), Computer Science
Philip Feldman Philip Feldman's First Investors Experience 1984 - 1984
Job Reconciliation Analyst at Reich & Tang
Industry Financial Services
Experience
Reich & Tang May 1992 - Present
Furman Selz Inc 1987 - 1992
Integrated Resources Equity Corp. 1986 - 1987
Alliance Capital Management Co. 1984 - 1986
First Investors 1984 - 1984
Skills
Process Improvement, Business Analysis, Mutual Funds, Asset Managment, Operations Management, Bloomberg, Customer Service, Microsoft Excel, Accounts Receivable, Analysis, Banking, Project Management, Access, Equities, Finance, Financial Analysis, Financial Reporting, Financial Services, Fund Administration, Management, Microsoft Office, Derivatives, Microsoft Word, Series 7, Hedge Funds, Risk Management, Vendor Management, Mergers & Acquisitions, Outlook, QuickBooks, Series 63, Asset Management
Education
Fairleigh Dickinson University 1980 — 1984
Bachelor of Science (B.S.), Fianance
Fairleigh Dickinson University-Metropolitan Campus 1980 — 1984
Bachelor of Science (B.S.), Accounting and Finance
Reich & Tang May 1992 - Present
Furman Selz Inc 1987 - 1992
Integrated Resources Equity Corp. 1986 - 1987
Alliance Capital Management Co. 1984 - 1986
First Investors 1984 - 1984
Skills
Process Improvement, Business Analysis, Mutual Funds, Asset Managment, Operations Management, Bloomberg, Customer Service, Microsoft Excel, Accounts Receivable, Analysis, Banking, Project Management, Access, Equities, Finance, Financial Analysis, Financial Reporting, Financial Services, Fund Administration, Management, Microsoft Office, Derivatives, Microsoft Word, Series 7, Hedge Funds, Risk Management, Vendor Management, Mergers & Acquisitions, Outlook, QuickBooks, Series 63, Asset Management
Education
Fairleigh Dickinson University 1980 — 1984
Bachelor of Science (B.S.), Fianance
Fairleigh Dickinson University-Metropolitan Campus 1980 — 1984
Bachelor of Science (B.S.), Accounting and Finance
Paul Michaelsen's First Investors Experience September 2001 - April 2003
Job Owner/Manager at Matador Mexican Grill
Industry Restaurants
Experience
Matador Mexican Grill September 2009 - Present
Toro Mexican Grill September 2009 - November 2011
Taco Del Mar January 2006 - September 2009
World Financial Group January 2003 - October 2006
First Investors September 2001 - April 2003
Education
Colorado State University 1994 — 1999
Economics
Matador Mexican Grill September 2009 - Present
Toro Mexican Grill September 2009 - November 2011
Taco Del Mar January 2006 - September 2009
World Financial Group January 2003 - October 2006
First Investors September 2001 - April 2003
Education
Colorado State University 1994 — 1999
Economics
Emilio Vastola's First Investors Experience May 2000 - September 2001
Job Analyst 3 / Officer at Princeton Financial Systems
Industry Computer Software
Experience
PFS December 2005 - Present
State Street 2005 - Present
Wachovia Bank Regional Headquarters June 2004 - December 2005
Pitney Bowes June 2004 - December 2005
First Investors May 2000 - September 2001
Skills
Bloomberg, Asset Managment, Portfolio Management, Equities, Securities, Finance, Trading, Investments, Mutual Funds, Asset Management, Asset Allocation, Project Management, Derivatives, Financial Services, Business Analysis, Risk Management
Education
Devry 2002 — 2004
DeVry University
Bachelor of Science, Network and Communications Management
Middlesex County College
Associate of Science, Business Administration
PFS December 2005 - Present
State Street 2005 - Present
Wachovia Bank Regional Headquarters June 2004 - December 2005
Pitney Bowes June 2004 - December 2005
First Investors May 2000 - September 2001
Skills
Bloomberg, Asset Managment, Portfolio Management, Equities, Securities, Finance, Trading, Investments, Mutual Funds, Asset Management, Asset Allocation, Project Management, Derivatives, Financial Services, Business Analysis, Risk Management
Education
Devry 2002 — 2004
DeVry University
Bachelor of Science, Network and Communications Management
Middlesex County College
Associate of Science, Business Administration
Dino Giovannone's First Investors Experience March 1983 - December 1999
Job McKinleyCarter Wealth Services
Industry Financial Services
Experience
McKinley Carter Wealth Services March 2015 - Present
Federated Investors January 2000 - July 2013
First Investors March 1983 - December 1999
Skills
Series 63, Series 7, Mutual Funds, 401k, Financial Services, Sales Presentations, Wholesale, Defined Contribution, Sales Management, Sales, Customer Service, Salesforce.com, Series 24, FINRA, Retirement, Securities, Relationship Management, Qualified Retirement..., Retirement Planning, Series 6, Asset Allocation, Uniform Combined State..., Series 65, Wealth Management, Variable Annuities, Alternative Investments, Investment Advisory, Separately Managed..., Asset Management, Investment Strategies, Investments, Financial Advisory, Fixed Annuities, Finance, ETFs, Investment Management, Retirement Plan..., ERISA, Strategic Financial..., Equities, Pensions, Portfolio Management, Hedge Funds, Life Insurance, Profit Sharing, Wealth Management..., Financial Planning
Education
Franciscan University of Steubenville 1975 — 1979
Bachelor of Science (BS), Accounting
McKinley Carter Wealth Services March 2015 - Present
Federated Investors January 2000 - July 2013
First Investors March 1983 - December 1999
Skills
Series 63, Series 7, Mutual Funds, 401k, Financial Services, Sales Presentations, Wholesale, Defined Contribution, Sales Management, Sales, Customer Service, Salesforce.com, Series 24, FINRA, Retirement, Securities, Relationship Management, Qualified Retirement..., Retirement Planning, Series 6, Asset Allocation, Uniform Combined State..., Series 65, Wealth Management, Variable Annuities, Alternative Investments, Investment Advisory, Separately Managed..., Asset Management, Investment Strategies, Investments, Financial Advisory, Fixed Annuities, Finance, ETFs, Investment Management, Retirement Plan..., ERISA, Strategic Financial..., Equities, Pensions, Portfolio Management, Hedge Funds, Life Insurance, Profit Sharing, Wealth Management..., Financial Planning
Education
Franciscan University of Steubenville 1975 — 1979
Bachelor of Science (BS), Accounting
Vanessa Flewellen's First Investors Experience January 2013 - September 2013
Job Client Coverage Specialist
Industry Financial Services
Experience
Bank of America September 2013 - Present
First Investors January 2013 - September 2013
Bank of America / Merrill Lynch September 2008 - March 2012
Prudential 1989 - 2007
Skills
Microsoft Office, Highly detail oriented, Superior Client Service, Account Reconciliation, Research, Time Management, Follow-through Skills, Team Leadership, Business Relationship..., People-oriented, Leadership
Education
William Paterson University of New Jersey 1986 — 1989
Bachelor's degree, Sociology
Hampton University 1984 — 1986
Bank of America September 2013 - Present
First Investors January 2013 - September 2013
Bank of America / Merrill Lynch September 2008 - March 2012
Prudential 1989 - 2007
Skills
Microsoft Office, Highly detail oriented, Superior Client Service, Account Reconciliation, Research, Time Management, Follow-through Skills, Team Leadership, Business Relationship..., People-oriented, Leadership
Education
William Paterson University of New Jersey 1986 — 1989
Bachelor's degree, Sociology
Hampton University 1984 — 1986
John Worthy's First Investors Experience 1988 - 1989
Job Development Engineer at Epicor Software
Industry Information Technology and Services
Experience
Epicor Software Corp October 2009 - Present
Guardian Building Products March 2004 - October 2009
Experity 2000 - 2004
IKON Office Solutions 1996 - 2000
The Computer Group 1990 - 1995
Wells American 1989 - 1989
First Investors 1988 - 1989
Skills
.NET, Databases, Web Services, Microsoft SQL Server, XML, ASP.NET, Web Development, C#, Software Development, ERP, SQL
Education
Francis Marion University 1985 — 1988
BBA, CISM
Epicor Software Corp October 2009 - Present
Guardian Building Products March 2004 - October 2009
Experity 2000 - 2004
IKON Office Solutions 1996 - 2000
The Computer Group 1990 - 1995
Wells American 1989 - 1989
First Investors 1988 - 1989
Skills
.NET, Databases, Web Services, Microsoft SQL Server, XML, ASP.NET, Web Development, C#, Software Development, ERP, SQL
Education
Francis Marion University 1985 — 1988
BBA, CISM
Norman Rainey, CPA's First Investors Experience May 1999 - August 2000
Job Vice President, Corporate Development
Industry Banking
Experience
First Midwest Bank February 2013 - Present
First Midwest Bank September 2010 - February 2013
MB Financial Bank December 2005 - October 2010
MB Financial Bank July 2004 - December 2005
MB Financial Bank April 2001 - July 2004
Ameritech (Accountants September 2000 - April 2001
First Investors May 1999 - August 2000
Skills
Variance Analysis, Reconciliations, 10Q, Financial Reporting, General Ledger, Financial Analysis, Journal Entries, Regulatory Reporting, Account Reconciliation, SEC reporting, Financial Accounting, Special Projects, Reporting & Analysis, Banking, Accounting, SEC Filings
Education
Keller Graduate School of Management of DeVry University 2003 — 2006
MBA, Concentration Accounting
Eastern Illinois University 1996 — 1999
Bachelors of Science in Business, Finance
First Midwest Bank February 2013 - Present
First Midwest Bank September 2010 - February 2013
MB Financial Bank December 2005 - October 2010
MB Financial Bank July 2004 - December 2005
MB Financial Bank April 2001 - July 2004
Ameritech (Accountants September 2000 - April 2001
First Investors May 1999 - August 2000
Skills
Variance Analysis, Reconciliations, 10Q, Financial Reporting, General Ledger, Financial Analysis, Journal Entries, Regulatory Reporting, Account Reconciliation, SEC reporting, Financial Accounting, Special Projects, Reporting & Analysis, Banking, Accounting, SEC Filings
Education
Keller Graduate School of Management of DeVry University 2003 — 2006
MBA, Concentration Accounting
Eastern Illinois University 1996 — 1999
Bachelors of Science in Business, Finance
David Denny, ITIL v3's First Investors Experience 1987 - 1987
Job FSPMFG Site Leader at Cummins, Inc.
Industry Information Technology and Services
Experience
Cummins, Inc. January 2010 - Present
Studio D Photography 2004 - Present
Cummins,Inc. through S&R Resources August 2008 - June 2009
Eli Lilly August 2001 - December 2007
Cummins Engine Company May 2000 - August 2001
Centillion Data Systems November 1998 - May 2000
Baldwin & Lyons July 1996 - November 1998
Motive Parts and Industrial Truck 1992 - 1996
First Investors 1987 - 1987
Skills
Manufacturing IT, IT Management, ITIL, Vendor Management, Computer Hardware, Project Management, Visio, IT Service Management, Software Installation, Process Improvement, Operating Systems, Six Sigma, Integration, Requirements Analysis, Data Center, Troubleshooting, XP, Program Management, VMware, IT Operations, PMP, Information Technology, System Administration, Manufacturing, Disaster Recovery, Network Administration, SharePoint, BMC Remedy, IT Strategy, Windows Server, Customer-focused, Technical Support, Software Documentation, Windows, Systems Analysis, Business Analysis, Citrix, Servers, MS Project, ERP, System Deployment, Cross-functional Team..., Management, Business Intelligence, Databases, SDLC, Microsoft SQL Server, Network Security, Quality Assurance, Business Process
Education
Indiana University-Purdue University at Indianapolis 1990 — 1997
Bachelor of Science (B.S.), Computer Technology
Franklin Community High School 1979 — 1983
Diploma
Cummins, Inc. January 2010 - Present
Studio D Photography 2004 - Present
Cummins,Inc. through S&R Resources August 2008 - June 2009
Eli Lilly August 2001 - December 2007
Cummins Engine Company May 2000 - August 2001
Centillion Data Systems November 1998 - May 2000
Baldwin & Lyons July 1996 - November 1998
Motive Parts and Industrial Truck 1992 - 1996
First Investors 1987 - 1987
Skills
Manufacturing IT, IT Management, ITIL, Vendor Management, Computer Hardware, Project Management, Visio, IT Service Management, Software Installation, Process Improvement, Operating Systems, Six Sigma, Integration, Requirements Analysis, Data Center, Troubleshooting, XP, Program Management, VMware, IT Operations, PMP, Information Technology, System Administration, Manufacturing, Disaster Recovery, Network Administration, SharePoint, BMC Remedy, IT Strategy, Windows Server, Customer-focused, Technical Support, Software Documentation, Windows, Systems Analysis, Business Analysis, Citrix, Servers, MS Project, ERP, System Deployment, Cross-functional Team..., Management, Business Intelligence, Databases, SDLC, Microsoft SQL Server, Network Security, Quality Assurance, Business Process
Education
Indiana University-Purdue University at Indianapolis 1990 — 1997
Bachelor of Science (B.S.), Computer Technology
Franklin Community High School 1979 — 1983
Diploma
Helen Legato's First Investors Experience 1990 - 1992
Job President, Piton Consulting, LLC
Industry Marketing and Advertising
Experience
Piton Consulting, LLC January 2009 - Present
UBS Wealth Management 2009 - 2011
Merrill Lynch 2005 - 2008
Travelers 2004 - 2005
Merrill Lynch January 1996 - January 2000
Prudential Financial 1994 - 1996
Wells Fargo 1992 - 1994
First Investors 1990 - 1992
Fairchild Fashion Media 1989 - 1990
Skills
Marketing Communications, Financial Services, Internal Communications, Marketing Strategy, Marketing, Mutual Funds, Copywriting, Wealth Management, Public Relations, Strategic Planning, Investments, Advertising, Public Speaking, Project Management, Strategic Partnerships, Strategic Communications, Integrated Marketing, Strategy, Email Marketing, Corporate Communications, Entrepreneurship, Digital Marketing, Media Relations, Online Marketing
Education
Ithaca College 1985 — 1989
BA, Speech Communications
Marlboro High School 1981 — 1985
Piton Consulting, LLC January 2009 - Present
UBS Wealth Management 2009 - 2011
Merrill Lynch 2005 - 2008
Travelers 2004 - 2005
Merrill Lynch January 1996 - January 2000
Prudential Financial 1994 - 1996
Wells Fargo 1992 - 1994
First Investors 1990 - 1992
Fairchild Fashion Media 1989 - 1990
Skills
Marketing Communications, Financial Services, Internal Communications, Marketing Strategy, Marketing, Mutual Funds, Copywriting, Wealth Management, Public Relations, Strategic Planning, Investments, Advertising, Public Speaking, Project Management, Strategic Partnerships, Strategic Communications, Integrated Marketing, Strategy, Email Marketing, Corporate Communications, Entrepreneurship, Digital Marketing, Media Relations, Online Marketing
Education
Ithaca College 1985 — 1989
BA, Speech Communications
Marlboro High School 1981 — 1985
Matthew Segedy's First Investors Experience 1986 - 1986
Job SVP/Director BSA/AML Compliance, Titan Bank
Industry Banking
Experience
Titan Bank, N.A. February 2015 - Present
Fed Gov. January 1991 - February 2015
Commerce National Bank 1986 - January 1991
First Investors 1986 - 1986
Skills
Security, Strategic Planning, Customer Service, Evidence, Research, Social Media, Project Management, Tactical Planning, Tactical Operations, Money Laundering, Forensic Analysis, Criminal Investigations, Complex White Collar..., Conducting Interviews, Major Case Management, On Site Emergency..., Counterintelligence, Internal Investigations, Government, Private Investigations, Investigation, Intelligence, Fraud, Criminal Justice, Counterterrorism, Physical Security
Education
Eastern Kentucky University 1981 — 1986
Bachelor of Business Administration (BBA), Finance, General
Titan Bank, N.A. February 2015 - Present
Fed Gov. January 1991 - February 2015
Commerce National Bank 1986 - January 1991
First Investors 1986 - 1986
Skills
Security, Strategic Planning, Customer Service, Evidence, Research, Social Media, Project Management, Tactical Planning, Tactical Operations, Money Laundering, Forensic Analysis, Criminal Investigations, Complex White Collar..., Conducting Interviews, Major Case Management, On Site Emergency..., Counterintelligence, Internal Investigations, Government, Private Investigations, Investigation, Intelligence, Fraud, Criminal Justice, Counterterrorism, Physical Security
Education
Eastern Kentucky University 1981 — 1986
Bachelor of Business Administration (BBA), Finance, General
Ricky Furusawa's First Investors Experience September 2006 - December 2006
Job Senior Accountant at Fannie Mae
Industry Financial Services
Experience
Fannie Mae June 2009 - Present
Fannie Mae January 2007 - June 2009
First Investors September 2006 - December 2006
Reuters Japan June 2005 - August 2005
Skills
Management, Financial Analysis, Program Management, Analysis, Project Management, Sarbanes-Oxley Act, Public Speaking, Risk Management, Internal Controls, Data Analysis, Accounting, Financial Reporting, Valuation, Financial Modeling, Finance
Education
James Madison University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, Internaltional Business
Fannie Mae June 2009 - Present
Fannie Mae January 2007 - June 2009
First Investors September 2006 - December 2006
Reuters Japan June 2005 - August 2005
Skills
Management, Financial Analysis, Program Management, Analysis, Project Management, Sarbanes-Oxley Act, Public Speaking, Risk Management, Internal Controls, Data Analysis, Accounting, Financial Reporting, Valuation, Financial Modeling, Finance
Education
James Madison University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, Internaltional Business
Rose-Marie Kesler's First Investors Experience January 2010 - Present
Job Financial Services – Corporate/Field Operations Support
Industry Financial Services
Experience
First Investors January 2010 - Present
AXA US November 1999 - August 2009
Skills
Mutual Funds, Retirement Planning, 401k, Series 7, Finance, Retirement, Series 63, Fixed Annuities, Insurance
Education
Georgian Court University 1999 — 2002
MBA, Business Administration - Operations
First Investors January 2010 - Present
AXA US November 1999 - August 2009
Skills
Mutual Funds, Retirement Planning, 401k, Series 7, Finance, Retirement, Series 63, Fixed Annuities, Insurance
Education
Georgian Court University 1999 — 2002
MBA, Business Administration - Operations
Stephanie Filiault's First Investors Experience July 2012 - October 2014
Job Compliance Analyst at Schroders, MBA
Industry Investment Management
Experience
Schroders October 2014 - Present
First Investors July 2012 - October 2014
Hofstra University August 2008 - July 2012
Skills
Research, PowerPoint, Microsoft Word, Microsoft Excel, Lexis, Legal Compliance, Analysis, Editing, Financial Analysis, Public Speaking, English, Microsoft Office, Legal Writing, Legal Research
Education
Hofstra University 2009 — 2011
Masters in Business Administration, Finance
Hofstra University
Bachelor of Arts, History, English
Schroders October 2014 - Present
First Investors July 2012 - October 2014
Hofstra University August 2008 - July 2012
Skills
Research, PowerPoint, Microsoft Word, Microsoft Excel, Lexis, Legal Compliance, Analysis, Editing, Financial Analysis, Public Speaking, English, Microsoft Office, Legal Writing, Legal Research
Education
Hofstra University 2009 — 2011
Masters in Business Administration, Finance
Hofstra University
Bachelor of Arts, History, English
Nicholas Bean's First Investors Experience May 2012 - Present
Job Registered Representative
Industry Financial Services
Experience
First Investors May 2012 - Present
Whole Foods Market November 2011 - Present
Skills
Customer Service, Money, Leadership, PowerPoint, Microsoft Excel
Education
John Carroll University 2008 — 2013
Bachelor of Science in Business Administration, Finance, Senior
Mount Union College 2008 — 2009
First Investors May 2012 - Present
Whole Foods Market November 2011 - Present
Skills
Customer Service, Money, Leadership, PowerPoint, Microsoft Excel
Education
John Carroll University 2008 — 2013
Bachelor of Science in Business Administration, Finance, Senior
Mount Union College 2008 — 2009
Nick Reinhardt's First Investors Experience 2009 - Present
Job Financial Service Representative for First Investors
Industry Financial Services
Experience
First Investors 2009 - Present
Education
Concordia University-St. Paul 2005 — 2009
Business Management
Irondale High School-New Brighton-Minnesota 2001 — 2005
First Investors 2009 - Present
Education
Concordia University-St. Paul 2005 — 2009
Business Management
Irondale High School-New Brighton-Minnesota 2001 — 2005
Shaneka Griffin's First Investors Experience January 2004 - May 2005
Job Fashion Designer, Illustrator at Ankh 24 Designs
Industry Apparel & Fashion
Experience
University Co-op September 2008 - Present
Ankh 24 Designs January 2002 - Present
Aldine ISD November 2011 - June 2015
Houston Community College August 2007 - May 2008
Urban Divas Hair Studio September 2005 - December 2006
First Investors January 2004 - May 2005
Skills
Microsoft Excel, WebPDM, Tech Packs, Microsoft Word, Customer Service, Draping, Fashion Illustration, Apparel, Fabric Selection, Flat Patternmaking, Sewing, Garment Fitting, Fashion Shows, Visual Arts, Contemporary Art, Microsoft Office, Microsoft Publisher, Teaching, Illustrator, Pattern, Fashion Design, Fashion, Technical Design, Sketching, Textiles, Visual Merchandising, Drawing, Pattern Design, Tailoring, Pattern Grading, Trend Forecasting, Mood Boards, Fashion Buying, Styling, Personal Shopping, Fitting, Alterations, Window Displays, Wardrobe, Technical Drawing, Watercolor, Mannequin Styling, Visual Styling, Retail Sales, Industrial Sewing, Merchandising
Education
Houston Community College 2009 — 2012
Associate of Arts and Sciences (A.A.S.), Fashion/Apparel Design
Eisenhower High School
Eisenhower High School
University Co-op September 2008 - Present
Ankh 24 Designs January 2002 - Present
Aldine ISD November 2011 - June 2015
Houston Community College August 2007 - May 2008
Urban Divas Hair Studio September 2005 - December 2006
First Investors January 2004 - May 2005
Skills
Microsoft Excel, WebPDM, Tech Packs, Microsoft Word, Customer Service, Draping, Fashion Illustration, Apparel, Fabric Selection, Flat Patternmaking, Sewing, Garment Fitting, Fashion Shows, Visual Arts, Contemporary Art, Microsoft Office, Microsoft Publisher, Teaching, Illustrator, Pattern, Fashion Design, Fashion, Technical Design, Sketching, Textiles, Visual Merchandising, Drawing, Pattern Design, Tailoring, Pattern Grading, Trend Forecasting, Mood Boards, Fashion Buying, Styling, Personal Shopping, Fitting, Alterations, Window Displays, Wardrobe, Technical Drawing, Watercolor, Mannequin Styling, Visual Styling, Retail Sales, Industrial Sewing, Merchandising
Education
Houston Community College 2009 — 2012
Associate of Arts and Sciences (A.A.S.), Fashion/Apparel Design
Eisenhower High School
Eisenhower High School
Anthony Petrone, CFA's First Investors Experience 2002 - 2004
Job Vice President Equity Research at Jefferies & Company
Industry Research
Experience
Jefferies & Company 2010 - Present
Maxim Group LLC 2004 - 2010
First Investors 2002 - 2004
Skills
Equity Research, Capital Markets, Valuation, Financial Modeling, Equities, Investment Banking, Finance, Financial Analysis, Private Equity, Hedge Funds, Bloomberg, Portfolio Management, Due Diligence, Fixed Income
Education
Columbia Business School 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance
Columbia University in the City of New York 2009 — 2011
Master of Business Administration (MBA), Finance, General
Pace University
Bachelor of Business Administration (BBA), Finance
Jefferies & Company 2010 - Present
Maxim Group LLC 2004 - 2010
First Investors 2002 - 2004
Skills
Equity Research, Capital Markets, Valuation, Financial Modeling, Equities, Investment Banking, Finance, Financial Analysis, Private Equity, Hedge Funds, Bloomberg, Portfolio Management, Due Diligence, Fixed Income
Education
Columbia Business School 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance
Columbia University in the City of New York 2009 — 2011
Master of Business Administration (MBA), Finance, General
Pace University
Bachelor of Business Administration (BBA), Finance
Claudia A Gutierrez's First Investors Experience April 2015 - Present
Job Registered Representative at First Investors
Industry Financial Services
Experience
First Investors April 2015 - Present
Starbucks January 2014 - April 2015
Jimmy John's January 2014 - April 2015
Darigold September 2012 - June 2013
Target February 2011 - June 2012
Aramark Dining Services November 2007 - December 2010
Target May 2010 - August 2010
Skills
Business Strategy, Event Management, Leadership, Management, Business Planning, Logistics, Sales, Team Leadership, Spanish, Human Resources, Marketing, Cross-functional Team...
Education
James Madison University 2006 — 2010
Bachelor’s Degree, Business Administration; International Business; Finance
First Investors April 2015 - Present
Starbucks January 2014 - April 2015
Jimmy John's January 2014 - April 2015
Darigold September 2012 - June 2013
Target February 2011 - June 2012
Aramark Dining Services November 2007 - December 2010
Target May 2010 - August 2010
Skills
Business Strategy, Event Management, Leadership, Management, Business Planning, Logistics, Sales, Team Leadership, Spanish, Human Resources, Marketing, Cross-functional Team...
Education
James Madison University 2006 — 2010
Bachelor’s Degree, Business Administration; International Business; Finance
Rick Bellusci's First Investors Experience February 1987 - March 1989
Job Experienced Market Data Services and Investment Advisory Sales and Sales Management
Industry Financial Services
Experience
Self-Employed June 2010 - Present
William O’Neil+ Co November 2007 - May 2010
Kuberre Systems August 2005 - October 2006
Baseline Financial Services March 1998 - July 2005
Technimetrics, Inc July 1996 - January 1998
Lipper Analytical Services Corporation March 1989 - June 1996
First Investors February 1987 - March 1989
First Investors August 1985 - February 1987
Education
Iona College
Bachelor of Administration, Finance
Self-Employed June 2010 - Present
William O’Neil+ Co November 2007 - May 2010
Kuberre Systems August 2005 - October 2006
Baseline Financial Services March 1998 - July 2005
Technimetrics, Inc July 1996 - January 1998
Lipper Analytical Services Corporation March 1989 - June 1996
First Investors February 1987 - March 1989
First Investors August 1985 - February 1987
Education
Iona College
Bachelor of Administration, Finance
Michael Nascimento Swindale's First Investors Experience July 2012 - April 2014
Job Software Services Consultant at Star Managed Services a division of Stargel Office Solutions
Industry Financial Services
Experience
Star Managed Services - a division of Stargel Office Solutions August 2015 - Present
Equivalent DATA April 2014 - May 2015
First Investors July 2012 - April 2014
Mussel Bar May 2011 - August 2011
Shackleton Team January 2011 - May 2011
Vector Marketing May 2009 - August 2009
Skills
Series 6, Spanish-speaking, Translation, Marketing Strategy, Market Research, Marketing, Microsoft Word, Microsoft Excel, Outlook Express, Time Management, Social Networking, Spanish, Event Planning, Microsoft Office, Research, PowerPoint, Customer Service, Public Speaking, Sales
Education
Clemson University 2008 — 2012
Language & International Trade, Spanish
Clemson University 2008 — 2012
Bachelor's degree, Spanish & International Trade with Minor in Business Administration
Universidad de Deusto
Star Managed Services - a division of Stargel Office Solutions August 2015 - Present
Equivalent DATA April 2014 - May 2015
First Investors July 2012 - April 2014
Mussel Bar May 2011 - August 2011
Shackleton Team January 2011 - May 2011
Vector Marketing May 2009 - August 2009
Skills
Series 6, Spanish-speaking, Translation, Marketing Strategy, Market Research, Marketing, Microsoft Word, Microsoft Excel, Outlook Express, Time Management, Social Networking, Spanish, Event Planning, Microsoft Office, Research, PowerPoint, Customer Service, Public Speaking, Sales
Education
Clemson University 2008 — 2012
Language & International Trade, Spanish
Clemson University 2008 — 2012
Bachelor's degree, Spanish & International Trade with Minor in Business Administration
Universidad de Deusto
Richard Contelmo's First Investors Experience 1980 - 1995
Job District Manager at Cornerstone Senior Services
Industry Financial Services
Experience
Cornerstone Senior Services 2013 - Present
Colonial Life 2008 - 2013
First Investors 1980 - 1995
Skills
Retirement Planning, Senior Services, Annuity Sales, Indexed Annuities, Medicare, Long-term Care, Life Insurance, Health Insurance, Disability Insurance, Hospital Indemnity, Cancer INS., Dental/Vision
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Management/Finance
Cornerstone Senior Services 2013 - Present
Colonial Life 2008 - 2013
First Investors 1980 - 1995
Skills
Retirement Planning, Senior Services, Annuity Sales, Indexed Annuities, Medicare, Long-term Care, Life Insurance, Health Insurance, Disability Insurance, Hospital Indemnity, Cancer INS., Dental/Vision
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Management/Finance
Madelin Pineda's First Investors Experience June 2004 - August 2004
Job
Industry Human Resources
Experience
American General Financial NJ May 2007 - September 2010
Kean University Union September 2005 - May 2007
First Investors June 2004 - August 2004
Skills
Credit, Payments, Credit Analysis, Banking, Credit Risk, Consumer Lending, Loan Origination, Office assistant, Customer Service, Interpersonal..., Microsoft Word, PowerPoint, Microsoft Excel, Internet, General Office Work, Office Equipment
Education
Strayer University 2011 — 2012
Master's Degree, Human Resource Management
Kean University 2002 — 2007
Bachelor's Degree, Management Science; General Business
American General Financial NJ May 2007 - September 2010
Kean University Union September 2005 - May 2007
First Investors June 2004 - August 2004
Skills
Credit, Payments, Credit Analysis, Banking, Credit Risk, Consumer Lending, Loan Origination, Office assistant, Customer Service, Interpersonal..., Microsoft Word, PowerPoint, Microsoft Excel, Internet, General Office Work, Office Equipment
Education
Strayer University 2011 — 2012
Master's Degree, Human Resource Management
Kean University 2002 — 2007
Bachelor's Degree, Management Science; General Business
Samiya Khalfan's First Investors Experience October 2011 - February 2012
Job
Industry Accounting
Experience
C. Wonder November 2013 - January 2014
Gap Inc./Gap November 2012 - July 2013
Staples July 2012 - September 2012
First Investors October 2011 - February 2012
Kumon May 2010 - August 2010
Nassau County Medicaid July 2009 - August 2009
Nassau County Parks July 2009 - August 2009
Skills
Microsoft Excel, Financial Reporting, Financial Accounting, Project Management, Auditing, Accounting, Financial Analysis, Microsoft Word, Sales, Chinese, English, QuickBooks, Time Management, Bookkeeping, Microsoft Office, PowerPoint, Teaching, Tax, Customer Service
Education
CUNY Queens 2010 — 2012
Bachelor of Business Administration, Accounting
Hofstra University 2008 — 2010
Bachelors Business Administration, Accounting
C. Wonder November 2013 - January 2014
Gap Inc./Gap November 2012 - July 2013
Staples July 2012 - September 2012
First Investors October 2011 - February 2012
Kumon May 2010 - August 2010
Nassau County Medicaid July 2009 - August 2009
Nassau County Parks July 2009 - August 2009
Skills
Microsoft Excel, Financial Reporting, Financial Accounting, Project Management, Auditing, Accounting, Financial Analysis, Microsoft Word, Sales, Chinese, English, QuickBooks, Time Management, Bookkeeping, Microsoft Office, PowerPoint, Teaching, Tax, Customer Service
Education
CUNY Queens 2010 — 2012
Bachelor of Business Administration, Accounting
Hofstra University 2008 — 2010
Bachelors Business Administration, Accounting
Patrick Gagan's First Investors Experience March 2012 - June 2012
Job Shift Manager at CVS Caremark Corporation
Industry Banking
Experience
CVS Caremark Corporation August 2012 - Present
First Investors March 2012 - June 2012
Hannaford Bros. Co. August 2005 - March 2012
Gagan Construction September 2000 - March 2012
Skills
Word, Excel (basic), Microsoft Excel, Access, PowerPoint, Microsoft Office, Data Analysis, Statistics, Customer Service, Outlook, Teamwork, Spreadsheets, Data Entry, Time Management, VBA, Insurance, Retail, Analysis, Customer Satisfaction, Critical Thinking, Budgets, Public Speaking, Research, Microsoft Word
Education
Hartwick College 2008 — 2012
Bachelor of Arts, Mathematics, 3.21
LaSalle Institute 2004 — 2008
CVS Caremark Corporation August 2012 - Present
First Investors March 2012 - June 2012
Hannaford Bros. Co. August 2005 - March 2012
Gagan Construction September 2000 - March 2012
Skills
Word, Excel (basic), Microsoft Excel, Access, PowerPoint, Microsoft Office, Data Analysis, Statistics, Customer Service, Outlook, Teamwork, Spreadsheets, Data Entry, Time Management, VBA, Insurance, Retail, Analysis, Customer Satisfaction, Critical Thinking, Budgets, Public Speaking, Research, Microsoft Word
Education
Hartwick College 2008 — 2012
Bachelor of Arts, Mathematics, 3.21
LaSalle Institute 2004 — 2008
Neil Naolhu's First Investors Experience May 2011 - September 2011
Job Financial Services Professional
Industry Financial Services
Experience
First Investors May 2011 - September 2011
Education
Illinois State University 2008 — 2011
BS, Finance, Accounting
First Investors May 2011 - September 2011
Education
Illinois State University 2008 — 2011
BS, Finance, Accounting
Ryan Albright's First Investors Experience May 2012 - October 2012
Job Financial Specialist/Bank Officer
Industry Banking
Experience
Santander Bank, N.A. October 2012 - Present
First Investors May 2012 - October 2012
Dick's Sporting Goods August 2011 - May 2012
2010-2011, Giant Eagle Supermarket November 2010 - May 2011
Bavarian Pretzel June 2010 - August 2010
Skills
Customer Service, Banking, Sales, Team-oriented
Education
Indiana University of Pennsylvania 2007 — 2011
Bachelor, Economics
Indiana University of Pennsylvania 2007 — 2011
B.A, Economics
Santander Bank, N.A. October 2012 - Present
First Investors May 2012 - October 2012
Dick's Sporting Goods August 2011 - May 2012
2010-2011, Giant Eagle Supermarket November 2010 - May 2011
Bavarian Pretzel June 2010 - August 2010
Skills
Customer Service, Banking, Sales, Team-oriented
Education
Indiana University of Pennsylvania 2007 — 2011
Bachelor, Economics
Indiana University of Pennsylvania 2007 — 2011
B.A, Economics
Abigail McCarthy's First Investors Experience June 2008 - March 2011
Job Financial Services Professional
Industry Financial Services
Experience
North Atlantic Equine Associates September 2011 - Present
First Investors June 2008 - March 2011
Monmouth Park Racetrack May 2004 - September 2007
Skills
Mutual Funds, IRAs, Investments, Retirement, Client Relations Skills, Collections, Judgment Collections, Phone Skills, Phone Etiquette, Customer Support
Education
American InterContinental University OnlineHoffman 2008 — 2009
Master of Business Administration, Finance
Delaware Valley College 2004 — 2008
Bachelor of Science, Business
North Atlantic Equine Associates September 2011 - Present
First Investors June 2008 - March 2011
Monmouth Park Racetrack May 2004 - September 2007
Skills
Mutual Funds, IRAs, Investments, Retirement, Client Relations Skills, Collections, Judgment Collections, Phone Skills, Phone Etiquette, Customer Support
Education
American InterContinental University OnlineHoffman 2008 — 2009
Master of Business Administration, Finance
Delaware Valley College 2004 — 2008
Bachelor of Science, Business
Michael Margiasso's First Investors Experience June 2010 - August 2010
Job Finance Coordinator at Glory Sports International
Industry Sports
Experience
Glory Sports International April 2014 - Present
Cohen and Kramer MD August 2012 - April 2014
Bimbo Bakeries USA 2011 - August 2012
First Investors June 2010 - August 2010
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Financial Analysis, Accounting, PowerPoint, Microsoft Word, Customer Service, Team Leadership, Strategic Planning, Strategic Financial..., Market Research, Public Speaking, Social Media, Project Management, Time Management, Financial Reporting, Financial Accounting, Corporate Finance
Education
Iona College 2007 — 2012
Masters Degree, Finance
Glory Sports International April 2014 - Present
Cohen and Kramer MD August 2012 - April 2014
Bimbo Bakeries USA 2011 - August 2012
First Investors June 2010 - August 2010
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Financial Analysis, Accounting, PowerPoint, Microsoft Word, Customer Service, Team Leadership, Strategic Planning, Strategic Financial..., Market Research, Public Speaking, Social Media, Project Management, Time Management, Financial Reporting, Financial Accounting, Corporate Finance
Education
Iona College 2007 — 2012
Masters Degree, Finance
Michael Bruccoleri's First Investors Experience April 2011 - July 2012
Job Relationship Banker at JPMorgan Chase Bank N.A.
Industry Banking
Experience
JPMorgan Chase Bank N.A. April 2014 - Present
JPMorgan Chase & Co. April 2014 - Present
First Financial Credit Union July 2012 - December 2013
First Investors April 2011 - July 2012
First Investors 2011 - July 2012
City of Torrance September 2009 - January 2011
City of Torrance Finance Department September 2009 - January 2011
University of Southern California January 2009 - January 2011
Los Angeles Unified School District July 2008 - August 2008
Angeles Unified School District July 2008 - August 2008
Skills
Budgets
Education
University of Southern California 2008 — 2011
Bachelor of Arts, International Relations Global Business; Financial Management/Accounting
Long Beach City College
Associate of Arts, Liberal Arts/Accounting
JPMorgan Chase Bank N.A. April 2014 - Present
JPMorgan Chase & Co. April 2014 - Present
First Financial Credit Union July 2012 - December 2013
First Investors April 2011 - July 2012
First Investors 2011 - July 2012
City of Torrance September 2009 - January 2011
City of Torrance Finance Department September 2009 - January 2011
University of Southern California January 2009 - January 2011
Los Angeles Unified School District July 2008 - August 2008
Angeles Unified School District July 2008 - August 2008
Skills
Budgets
Education
University of Southern California 2008 — 2011
Bachelor of Arts, International Relations Global Business; Financial Management/Accounting
Long Beach City College
Associate of Arts, Liberal Arts/Accounting
Amanda Furner's First Investors Experience January 2001 - May 2007
Job Retirement Operations Specialist
Industry Financial Services
Experience
Great-West Financial February 2011 - Present
TIAA-CREF May 2007 - November 2010
First Investors January 2001 - May 2007
Skills
Series 63, 401k
Education
Elmira College 1997 — 2001
Bachelor of Science (BS), Business Adminstration, Management and Economics
Great-West Financial February 2011 - Present
TIAA-CREF May 2007 - November 2010
First Investors January 2001 - May 2007
Skills
Series 63, 401k
Education
Elmira College 1997 — 2001
Bachelor of Science (BS), Business Adminstration, Management and Economics
Peter Lasecki's First Investors Experience 2012 - 2012
Job Attended Clarkson University
Industry
Experience
Universal Staffing Services December 2014 - Present
Universal Staffing Services December 2014 - Present
First Investors 2012 - 2012
Skills
Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Leadership, Teamwork, Data Analysis
Education
Clarkson University 2009 — 2012
Universal Staffing Services December 2014 - Present
Universal Staffing Services December 2014 - Present
First Investors 2012 - 2012
Skills
Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Leadership, Teamwork, Data Analysis
Education
Clarkson University 2009 — 2012
Connor Suba's First Investors Experience May 2012 - Present
Job Registered Representative at First Investors
Industry Financial Services
Experience
First Investors May 2012 - Present
Home City Ice April 2011 - September 2011
Education
John Carroll University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
First Investors May 2012 - Present
Home City Ice April 2011 - September 2011
Education
John Carroll University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Richard Brock's First Investors Experience July 2006 - November 2006
Job Performance Analyst at State Street
Industry Financial Services
Experience
State Street April 2013 - Present
State Street May 2011 - April 2013
MassMutual Financial Group August 2008 - May 2011
MassMutual Financial Group December 2006 - August 2008
First Investors July 2006 - November 2006
Putnam Investments June 2005 - July 2006
Skills
Mutual Funds, Securities, Finance, Equities, Fixed Income, Investments, Bloomberg, Derivatives, Investment Management, Bonds
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2011
Master's degree, Business Administration and Management, General
University of Massachusetts Dartmouth 2002 — 2006
Bachelor of Science, Finance
State Street April 2013 - Present
State Street May 2011 - April 2013
MassMutual Financial Group August 2008 - May 2011
MassMutual Financial Group December 2006 - August 2008
First Investors July 2006 - November 2006
Putnam Investments June 2005 - July 2006
Skills
Mutual Funds, Securities, Finance, Equities, Fixed Income, Investments, Bloomberg, Derivatives, Investment Management, Bonds
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2011
Master's degree, Business Administration and Management, General
University of Massachusetts Dartmouth 2002 — 2006
Bachelor of Science, Finance
Phillip Strickland-Paul's First Investors Experience January 2008 - February 2009
Job Director of Education at Online Trading Academy Scottsdale
Industry Education Management
Experience
Online Trading Academy January 2013 - Present
Educational Management Corporation January 2009 - December 2012
City of Phoenix June 2004 - March 2009
First Investors January 2008 - February 2009
City of Phoenix January 2003 - January 2009
Lewis College January 2007 - June 2008
GAP January 2002 - January 2004
Doubletree Paradise Valley Resort January 2000 - January 2002
Skills
Sales Management, Strategic Financial..., Microsoft Office, Microsoft Excel, Microsoft Word, Team Leadership, Leadership Development, Educational Leadership, Coaching, Executive Coaching, Admissions, Sales, Financial Analysis, Corporate Finance, Investment Strategies, Management, Trading, TradeStation, Stock Market Analysis, Stock Trading, Stock Option, Options Strategies, Money Management, Enrollment Management, Training, Leadership, Staff Development
Education
Fort Lewis College 2004 — 2007
Bachelor of Arts (B.A.), Business Administration and Finance
Scottsdale Community College 2002 — 2004
Associate of Arts and Sciences (A.A.S.), General Studies
Southern New Hampshire University
MBA, Finance
Online Trading Academy January 2013 - Present
Educational Management Corporation January 2009 - December 2012
City of Phoenix June 2004 - March 2009
First Investors January 2008 - February 2009
City of Phoenix January 2003 - January 2009
Lewis College January 2007 - June 2008
GAP January 2002 - January 2004
Doubletree Paradise Valley Resort January 2000 - January 2002
Skills
Sales Management, Strategic Financial..., Microsoft Office, Microsoft Excel, Microsoft Word, Team Leadership, Leadership Development, Educational Leadership, Coaching, Executive Coaching, Admissions, Sales, Financial Analysis, Corporate Finance, Investment Strategies, Management, Trading, TradeStation, Stock Market Analysis, Stock Trading, Stock Option, Options Strategies, Money Management, Enrollment Management, Training, Leadership, Staff Development
Education
Fort Lewis College 2004 — 2007
Bachelor of Arts (B.A.), Business Administration and Finance
Scottsdale Community College 2002 — 2004
Associate of Arts and Sciences (A.A.S.), General Studies
Southern New Hampshire University
MBA, Finance
Robert Kischell's First Investors Experience October 1991 - October 1992
Job Business Architect at FAST
Industry Information Technology and Services
Experience
FAST Technology October 2014 - Present
MajescoMastek December 2010 - October 2014
SEG Software October 1998 - December 2010
First Investors October 1991 - October 1992
Skills
Business Process, Requirements Analysis, Requirements Gathering, Agile Methodologies, IT Strategy, SDLC, Software Project..., Program Management, Business Analysis, Solution Architecture, Management, Vendor Management, Integration
Education
Franklin & Marshall College 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature, General
FAST Technology October 2014 - Present
MajescoMastek December 2010 - October 2014
SEG Software October 1998 - December 2010
First Investors October 1991 - October 1992
Skills
Business Process, Requirements Analysis, Requirements Gathering, Agile Methodologies, IT Strategy, SDLC, Software Project..., Program Management, Business Analysis, Solution Architecture, Management, Vendor Management, Integration
Education
Franklin & Marshall College 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature, General
Sokun Ros's First Investors Experience February 2001 - August 2002
Job Processing Associate at Vanguard
Industry Retail
Experience
Vanguard February 2014 - Present
Aurum Gold Buyer December 2012 - April 2013
Poker Union December 2009 - February 2013
Omniac Education May 2008 - December 2008
Rio All Suites Hotel & Casino May 2008 - July 2008
Rio All Suites Hotel and Casino May 2007 - July 2007
Yavapai-Prescott Indian Tribe October 2006 - March 2007
LifeSkills Learning Center July 2003 - June 2006
First Investors February 2001 - August 2002
The University of Arizona June 1999 - August 1999
Skills
Series 63, Fixed Annuities, Mutual Funds, Life Insurance, Editing, Series 6, Selling, Strategic Financial..., Retirement Planning, Asset Allocation, Investments, Insurance, Securities, Retirement, Finance, Microsoft Excel, Financial Services, Wealth Management
Education
Grand Canyon University 2014 — 2016
Master's Degree, Business Administration and Management, General
University of Arizona 1996 — 2000
Bachelor of Arts (B.A.), Linguistics
Vanguard February 2014 - Present
Aurum Gold Buyer December 2012 - April 2013
Poker Union December 2009 - February 2013
Omniac Education May 2008 - December 2008
Rio All Suites Hotel & Casino May 2008 - July 2008
Rio All Suites Hotel and Casino May 2007 - July 2007
Yavapai-Prescott Indian Tribe October 2006 - March 2007
LifeSkills Learning Center July 2003 - June 2006
First Investors February 2001 - August 2002
The University of Arizona June 1999 - August 1999
Skills
Series 63, Fixed Annuities, Mutual Funds, Life Insurance, Editing, Series 6, Selling, Strategic Financial..., Retirement Planning, Asset Allocation, Investments, Insurance, Securities, Retirement, Finance, Microsoft Excel, Financial Services, Wealth Management
Education
Grand Canyon University 2014 — 2016
Master's Degree, Business Administration and Management, General
University of Arizona 1996 — 2000
Bachelor of Arts (B.A.), Linguistics
Albert Chavez's First Investors Experience August 2006 - April 2007
Job Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2014 - Present
J.P. Morgan Chase & Co. May 2007 - March 2014
First Investors August 2006 - April 2007
Skills
Investments, Credit, Finance, Wealth Management, Mortgage Lending, Mutual Funds, Banking, Financial Services, Loans, Consumer Lending, Series 63, Commercial Lending, Small Business Lending, Portfolio Management, Financial Planning, Loan Origination, Relationship Management, Mortgage Banking, Lines Of Credit, Asset Allocation, Financial Advisory, Retirement Planning, Equities, Asset Management, Risk Management, Securities, Residential Mortgages, Retail Banking, Series 6, Investment Advisory, Management, Refinance, Fixed Annuities, Cross Selling, Leadership
Education
Kean University
Business Administration and Management, General
Wells Fargo June 2014 - Present
J.P. Morgan Chase & Co. May 2007 - March 2014
First Investors August 2006 - April 2007
Skills
Investments, Credit, Finance, Wealth Management, Mortgage Lending, Mutual Funds, Banking, Financial Services, Loans, Consumer Lending, Series 63, Commercial Lending, Small Business Lending, Portfolio Management, Financial Planning, Loan Origination, Relationship Management, Mortgage Banking, Lines Of Credit, Asset Allocation, Financial Advisory, Retirement Planning, Equities, Asset Management, Risk Management, Securities, Residential Mortgages, Retail Banking, Series 6, Investment Advisory, Management, Refinance, Fixed Annuities, Cross Selling, Leadership
Education
Kean University
Business Administration and Management, General
William J Cruz's First Investors Experience 1985 - 1990
Job Personal Financial Advsor
Industry Financial Services
Experience
CFS Brokerage 1990 - Present
Various Places January 1968 - November 2013
First Investors 1985 - 1990
Skills
Investments, Wealth Management, Strategic Financial..., Series 7, Mutual Funds, Portfolio Management, Retirement, Financial Analysis, Investment Advisory, Asset Allocation, Banking, Equities, Asset Management, Mortgage Lending, Insurance, Financial Advisory, Estate Planning, Securities, Credit
Education
Long Island University
Master of Business Administration (M.B.A.), Executive Management
Nassau CC
Associate's Degree, Mathematics and Computer Science
State University of New York College at Cortland
Bachelor's Degree, Mathematics and Computer Science
CFS Brokerage 1990 - Present
Various Places January 1968 - November 2013
First Investors 1985 - 1990
Skills
Investments, Wealth Management, Strategic Financial..., Series 7, Mutual Funds, Portfolio Management, Retirement, Financial Analysis, Investment Advisory, Asset Allocation, Banking, Equities, Asset Management, Mortgage Lending, Insurance, Financial Advisory, Estate Planning, Securities, Credit
Education
Long Island University
Master of Business Administration (M.B.A.), Executive Management
Nassau CC
Associate's Degree, Mathematics and Computer Science
State University of New York College at Cortland
Bachelor's Degree, Mathematics and Computer Science
JOHN MALLETT's First Investors Experience July 1986 - November 1987
Job Finance Director at Citi
Industry Financial Services
Experience
Citi May 2009 - Present
Citi May 2007 - May 2009
Citi January 2002 - May 2007
Citi March 1999 - January 2002
Citi March 1997 - March 1999
JPMorgan Chase July 1988 - March 1997
Fleet/Norstar Financial Group November 1987 - July 1988
First Investors July 1986 - November 1987
Education
Lehigh University - College of Business and Economics 1982 — 1986
Bachelors Degree, Business and Economics- Marketing
Citi May 2009 - Present
Citi May 2007 - May 2009
Citi January 2002 - May 2007
Citi March 1999 - January 2002
Citi March 1997 - March 1999
JPMorgan Chase July 1988 - March 1997
Fleet/Norstar Financial Group November 1987 - July 1988
First Investors July 1986 - November 1987
Education
Lehigh University - College of Business and Economics 1982 — 1986
Bachelors Degree, Business and Economics- Marketing
Susan Kornish's First Investors Experience November 1999 - June 2000
Job Retail Bank Ops IRA Specialist at GE Capital
Industry Financial Services
Experience
GE Capital October 2013 - Present
Royal Alliance/Advisor Group May 2007 - August 2013
Pershing, a BNY Mellon company July 2000 - February 2006
First Investors November 1999 - June 2000
Bear Stearns Securities Corp. November 1993 - February 1998
Skills
Senior Retirement..., Answer approximately..., Processing Fed Fund..., Process corrections and..., Assist Advisors with..., Knowledge of..., ·Confirmed IRS..., ·Calculated RMD for..., ·Initiated ACAT,..., ·Related information..., ·Provided information..., ·Initiated Limited..., ·Initiated loan..., ·Corrected erroneous..., ·Initiated corrections..., ·Set up mutual fund..., Maintain knowledge and..., Initiate Roth IRA...
Education
CUNY New York City College of Technology
GE Capital October 2013 - Present
Royal Alliance/Advisor Group May 2007 - August 2013
Pershing, a BNY Mellon company July 2000 - February 2006
First Investors November 1999 - June 2000
Bear Stearns Securities Corp. November 1993 - February 1998
Skills
Senior Retirement..., Answer approximately..., Processing Fed Fund..., Process corrections and..., Assist Advisors with..., Knowledge of..., ·Confirmed IRS..., ·Calculated RMD for..., ·Initiated ACAT,..., ·Related information..., ·Provided information..., ·Initiated Limited..., ·Initiated loan..., ·Corrected erroneous..., ·Initiated corrections..., ·Set up mutual fund..., Maintain knowledge and..., Initiate Roth IRA...
Education
CUNY New York City College of Technology
Kathleen Pavese's First Investors Experience January 1998 - May 1998
Job Luxury Goods & Jewelry Professional
Industry Luxury Goods & Jewelry
Experience
lia sophia August 2008 - July 2013
Deutsche Bank August 2002 - December 2004
Salomon Smith Barney May 1998 - January 2002
First Investors January 1998 - May 1998
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1998
Bachelor of Arts (B.A.), Economics/Accounting
County College of Morris 1992 — 1995
Associate of Arts (AA), Business Administration and Management
lia sophia August 2008 - July 2013
Deutsche Bank August 2002 - December 2004
Salomon Smith Barney May 1998 - January 2002
First Investors January 1998 - May 1998
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1998
Bachelor of Arts (B.A.), Economics/Accounting
County College of Morris 1992 — 1995
Associate of Arts (AA), Business Administration and Management
Carrie Chaitt's First Investors Experience August 2003 - May 2004
Job Biology Teacher at Upper Darby School District
Industry Education Management
Experience
Upper Darby High School August 2006 - Present
First Investors August 2003 - May 2004
Skills
Teaching, Special Education, Curriculum Design, Curriculum Development, Staff Development, Classroom, Tutoring, Educational Technology, Educational Leadership, Lesson Planning, Public Speaking, Classroom Management, Literacy, Elementary Education, Teacher Training, Instructional Technology, Research, Instructional Design
Education
Saint Joseph's University 2004 — 2006
Master of Science (MS), Secondary Education and Teaching
Lafayette College 1999 — 2003
Bachelor of Arts (BA), Biology, General
Upper Darby High School August 2006 - Present
First Investors August 2003 - May 2004
Skills
Teaching, Special Education, Curriculum Design, Curriculum Development, Staff Development, Classroom, Tutoring, Educational Technology, Educational Leadership, Lesson Planning, Public Speaking, Classroom Management, Literacy, Elementary Education, Teacher Training, Instructional Technology, Research, Instructional Design
Education
Saint Joseph's University 2004 — 2006
Master of Science (MS), Secondary Education and Teaching
Lafayette College 1999 — 2003
Bachelor of Arts (BA), Biology, General
Karen Paek's First Investors Experience October 2011 - Present
Job FSR
Industry
Experience
First Investors October 2011 - Present
Skills
Microsoft Office, Public Speaking, Customer Service, Event Planning, Microsoft Excel, Sales, Team Building, Microsoft Word, Time Management
Education
Cornell University 2006 — 2009
Bachelor of Science (BS), Business Administration and Management, General
First Investors October 2011 - Present
Skills
Microsoft Office, Public Speaking, Customer Service, Event Planning, Microsoft Excel, Sales, Team Building, Microsoft Word, Time Management
Education
Cornell University 2006 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Cameron Nicholson's First Investors Experience November 2010 - January 2011
Job Assistant Operations Manager at FULL Creative
Industry Entertainment
Experience
Salesforce July 2015 - Present
FULL Creative June 2015 - July 2015
Netflix March 2011 - June 2015
First Investors November 2010 - January 2011
IBM Lender Business Process Services, Inc. May 2010 - November 2010
Proof Positive Consulting July 2008 - December 2009
Monmouth Fitness Club Inc September 2007 - July 2008
World Gym Fitness and Sportscomplex July 2006 - September 2007
Blockbuster September 2003 - July 2006
Skills
Customer Service, Management, Call Centers, Coaching, Leadership Development, Team Leadership, Microsoft Office, Employee Training, Time Management, Technical Support, Communication, Google Drive, Performance Metrics, Personal Training, Wellness, Exercise Physiology, Fitness, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, PowerPoint
Education
Portland State University 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Western Oregon University 2005 — 2007
Bachelor of Science (BS), Health and Physical Education/Fitness
Linfield College 2003 — 2005
Athletic Training/Trainer
Salesforce July 2015 - Present
FULL Creative June 2015 - July 2015
Netflix March 2011 - June 2015
First Investors November 2010 - January 2011
IBM Lender Business Process Services, Inc. May 2010 - November 2010
Proof Positive Consulting July 2008 - December 2009
Monmouth Fitness Club Inc September 2007 - July 2008
World Gym Fitness and Sportscomplex July 2006 - September 2007
Blockbuster September 2003 - July 2006
Skills
Customer Service, Management, Call Centers, Coaching, Leadership Development, Team Leadership, Microsoft Office, Employee Training, Time Management, Technical Support, Communication, Google Drive, Performance Metrics, Personal Training, Wellness, Exercise Physiology, Fitness, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, PowerPoint
Education
Portland State University 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Western Oregon University 2005 — 2007
Bachelor of Science (BS), Health and Physical Education/Fitness
Linfield College 2003 — 2005
Athletic Training/Trainer
Marcus Bright's First Investors Experience 2008 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
First Investors 2008 - 2014
Education
Kean University 2003 — 2007
Bachelor of Science (B.S.), Mathematics
First Investors 2008 - 2014
Education
Kean University 2003 — 2007
Bachelor of Science (B.S.), Mathematics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY