First Investors
Industry: Company
DescriptionFounded: 1988 Subsidiaries: First Investors Insurance Company, Parent organization: FIFS Holdings Corp.
First Investors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at First Investors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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First Investors Employees
Employee
Years
Job
Industry
Erin Clees Erin Clees's First Investors Experience January 2014 - March 2015
Job Administrative Assistant for The County of San Diego
Industry Government Administration
Experience
First Investors January 2014 - March 2015
Holman Builders Associates November 2011 - December 2012
Viking Bank June 2010 - May 2011
Navy Federal Credit Union June 2008 - May 2010
Skills
Banking/Account..., Internet Research, Office Administration, Human Resources, Series 63, Series 6
Education
University of Maryland University College 2008 — 2012
Bachelor of Science (B.S.), Marketing, 3.49
First Investors January 2014 - March 2015
Holman Builders Associates November 2011 - December 2012
Viking Bank June 2010 - May 2011
Navy Federal Credit Union June 2008 - May 2010
Skills
Banking/Account..., Internet Research, Office Administration, Human Resources, Series 63, Series 6
Education
University of Maryland University College 2008 — 2012
Bachelor of Science (B.S.), Marketing, 3.49
Kari Thompson Kari Thompson's First Investors Experience May 2010 - August 2010
Job Human Resources at Dental Dreams LLC
Industry Human Resources
Experience
Dental Dreams LLC May 2015 - Present
Robert Half Technology August 2014 - May 2015
Delta Air Lines February 2013 - August 2014
Pactiv September 2012 - February 2013
Uline May 2011 - September 2012
TEAM Enterprises May 2010 - August 2011
The University of Iowa Hospitals and Clinics October 2010 - May 2011
First Investors May 2010 - August 2010
Skills
Illustrator, Photoshop, Microsoft Office, Final Cut Pro, AS400 system, Communication, Social Media, Adobe Creative Suite, PowerPoint, Social Media Marketing, Social Networking, Facebook, Marketing Communications, Retail, Press Releases, Sales, Public Speaking, Account Management, Market Research, Cold Calling, Outlook, Leadership, Media Relations, Interviews, B2B, Recruiting, Trade Shows, Marketing, Advertising, Public Relations, College Recruiting, Customer Service, Event Planning
Education
University of Iowa 2007 — 2011
Bachelor of Arts (B.A.), Communication, General
Carmel High School 2003 — 2007
Dental Dreams LLC May 2015 - Present
Robert Half Technology August 2014 - May 2015
Delta Air Lines February 2013 - August 2014
Pactiv September 2012 - February 2013
Uline May 2011 - September 2012
TEAM Enterprises May 2010 - August 2011
The University of Iowa Hospitals and Clinics October 2010 - May 2011
First Investors May 2010 - August 2010
Skills
Illustrator, Photoshop, Microsoft Office, Final Cut Pro, AS400 system, Communication, Social Media, Adobe Creative Suite, PowerPoint, Social Media Marketing, Social Networking, Facebook, Marketing Communications, Retail, Press Releases, Sales, Public Speaking, Account Management, Market Research, Cold Calling, Outlook, Leadership, Media Relations, Interviews, B2B, Recruiting, Trade Shows, Marketing, Advertising, Public Relations, College Recruiting, Customer Service, Event Planning
Education
University of Iowa 2007 — 2011
Bachelor of Arts (B.A.), Communication, General
Carmel High School 2003 — 2007
Alexandra (Allie) Serisky's First Investors Experience June 2010 - September 2010
Job Project Manager at International Translations Company
Industry Translation and Localization
Experience
International Translations Company December 2014 - Present
International Translations Company May 2014 - December 2014
Lee Enterprises December 2013 - May 2014
Famous Footwear March 2013 - December 2013
DSW Shoes June 2010 - February 2013
Big Brothers Big Sisters October 2009 - January 2012
First Investors June 2010 - September 2010
Pottery Barn Kids October 2007 - January 2008
Timberhill Tennis Club June 2006 - September 2006
Skills
Customer Service, Merchandising, Retail, Visual Merchandising, Inventory Management, Microsoft Office, Sales, Microsoft Excel, PowerPoint, Microsoft Word, Loss Prevention, Retail Sales, Time Management, Customer Satisfaction, Advertising
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2012
Bachelor of Arts, Business Administration
John Cabot University 2011 — 2011
Bachelor of Arts, Business Administration
Crescent Valley High School 2004 — 2007
International Translations Company December 2014 - Present
International Translations Company May 2014 - December 2014
Lee Enterprises December 2013 - May 2014
Famous Footwear March 2013 - December 2013
DSW Shoes June 2010 - February 2013
Big Brothers Big Sisters October 2009 - January 2012
First Investors June 2010 - September 2010
Pottery Barn Kids October 2007 - January 2008
Timberhill Tennis Club June 2006 - September 2006
Skills
Customer Service, Merchandising, Retail, Visual Merchandising, Inventory Management, Microsoft Office, Sales, Microsoft Excel, PowerPoint, Microsoft Word, Loss Prevention, Retail Sales, Time Management, Customer Satisfaction, Advertising
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2012
Bachelor of Arts, Business Administration
John Cabot University 2011 — 2011
Bachelor of Arts, Business Administration
Crescent Valley High School 2004 — 2007
Chal Martina's First Investors Experience 1992 - 1993
Job Computer and Print Sales at Office Depot
Industry Retail
Experience
Office Depot 2005 - Present
SeniorCompuCare 2010 - 2011
WORL-AM Radio 2006 - 2007
Southeast Benefits Partners, LLC. 1999 - 2006
Morgan Stanley Dean Witter 1998 - 1999
Fidelity Investments 1993 - 1998
First Investors 1992 - 1993
EMI Records 1979 - 1992
Skills
Retail, Merchandising, Visual Merchandising, Sales, Customer Service, Retail Sales, Store Management, Inventory Management, Loss Prevention, Fashion, Time Management, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Cashiering, Customer Satisfaction, Marketing, Apparel, Sales Management, Facebook, Teamwork, Event Planning, Social Networking, Store Operations, Management, Training, Business Development, Telephone Skills
Education
University of Central Florida 1970 — 1972
Bachelor of Arts (BA), Communication and Media Studies
Miami-Dade Junior College South 1968 — 1970
Associate's degree, Theatre/Speech
Office Depot 2005 - Present
SeniorCompuCare 2010 - 2011
WORL-AM Radio 2006 - 2007
Southeast Benefits Partners, LLC. 1999 - 2006
Morgan Stanley Dean Witter 1998 - 1999
Fidelity Investments 1993 - 1998
First Investors 1992 - 1993
EMI Records 1979 - 1992
Skills
Retail, Merchandising, Visual Merchandising, Sales, Customer Service, Retail Sales, Store Management, Inventory Management, Loss Prevention, Fashion, Time Management, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Cashiering, Customer Satisfaction, Marketing, Apparel, Sales Management, Facebook, Teamwork, Event Planning, Social Networking, Store Operations, Management, Training, Business Development, Telephone Skills
Education
University of Central Florida 1970 — 1972
Bachelor of Arts (BA), Communication and Media Studies
Miami-Dade Junior College South 1968 — 1970
Associate's degree, Theatre/Speech
Tamara Bakarian's First Investors Experience March 2012 - June 2012
Job No longer recent college graduate hungry for knowledge and growth. Please feed me!
Industry Financial Services
Experience
Cabrillo Mortgage and Realty Services October 2012 - December 2013
First Investors March 2012 - June 2012
Experimental Economics Project of Santa Cruz (LEEPS) February 2010 - March 2012
First Investors September 2011 - December 2011
Cubico Labs LLC June 2011 - September 2011
The Dershowitz Group March 2011 - June 2011
City on a Hill Press September 2008 - March 2009
Skills
Graphic Design, Wordpress, Customer Service, Microsoft Office, Layout, Editing, Event Planning, Public Speaking, Entrepreneurship, Social Networking
Education
University of California, Santa Cruz 2008 — 2012
Los Altos High School
Cabrillo Mortgage and Realty Services October 2012 - December 2013
First Investors March 2012 - June 2012
Experimental Economics Project of Santa Cruz (LEEPS) February 2010 - March 2012
First Investors September 2011 - December 2011
Cubico Labs LLC June 2011 - September 2011
The Dershowitz Group March 2011 - June 2011
City on a Hill Press September 2008 - March 2009
Skills
Graphic Design, Wordpress, Customer Service, Microsoft Office, Layout, Editing, Event Planning, Public Speaking, Entrepreneurship, Social Networking
Education
University of California, Santa Cruz 2008 — 2012
Los Altos High School
Crystal Lovings Crystal Lovings's First Investors Experience 2012 - 2012
Job Outreach Coordinator at Covenant House
Industry Insurance
Experience
Covenant House July 2015 - Present
The Salvation Army February 2014 - February 2015
AIG June 2014 - August 2014
Prison Entrepreneurship Program 2012 - 2013
University of Houston, Bauer College of Business, Wolff Center for Entrepreneurship 2011 - 2013
Covenant House 2004 - 2013
First Investors 2012 - 2012
Cabinet Innovations 2012 - 2012
City of Abilene Police Department October 2008 - September 2009
City of Houston Emergency Center May 2007 - October 2008
Skills
Public Speaking, Microsoft Excel, Microsoft Office, Leadership, Social Media, Research, PowerPoint, Event Planning, Social Media Marketing, Marketing, Customer Service, Time Management, Strategic Planning, Microsoft Word, Non-profits, Social Networking, Nonprofits
Education
University of Houston 2013 — 2014
BBA, Accounting and Finance, concentration in Global Energy Management
T. Bauer college of Business, University of Houston 2011 — 2013
Bachelor of Business Administration (BBA), Entrepreneurship, 3.2
High School for Law Enforcement and Criminal Justice 2001 — 2005
Diploma, Law Enforcement
Covenant House July 2015 - Present
The Salvation Army February 2014 - February 2015
AIG June 2014 - August 2014
Prison Entrepreneurship Program 2012 - 2013
University of Houston, Bauer College of Business, Wolff Center for Entrepreneurship 2011 - 2013
Covenant House 2004 - 2013
First Investors 2012 - 2012
Cabinet Innovations 2012 - 2012
City of Abilene Police Department October 2008 - September 2009
City of Houston Emergency Center May 2007 - October 2008
Skills
Public Speaking, Microsoft Excel, Microsoft Office, Leadership, Social Media, Research, PowerPoint, Event Planning, Social Media Marketing, Marketing, Customer Service, Time Management, Strategic Planning, Microsoft Word, Non-profits, Social Networking, Nonprofits
Education
University of Houston 2013 — 2014
BBA, Accounting and Finance, concentration in Global Energy Management
T. Bauer college of Business, University of Houston 2011 — 2013
Bachelor of Business Administration (BBA), Entrepreneurship, 3.2
High School for Law Enforcement and Criminal Justice 2001 — 2005
Diploma, Law Enforcement
Gerardo Cabral Gerardo Cabral's First Investors Experience March 2011 - April 2011
Job Banker/Small Business Specialist at JPMorgan Chase Bank, NA
Industry Banking
Experience
JPMorgan Chase Bank, NA May 2011 - Present
First Investors March 2011 - April 2011
Aventura July 2006 - February 2011
Venezolano de Crédito October 2008 - February 2009
A-group October 2007 - June 2008
Education
Florida International University - College of Business 2014 — 2016
Master of Business Administration (MBA)
Universidad Metropolitana (VE) 2005 — 2010
Bachelor of Business Administration (B.B.A.)
JPMorgan Chase Bank, NA May 2011 - Present
First Investors March 2011 - April 2011
Aventura July 2006 - February 2011
Venezolano de Crédito October 2008 - February 2009
A-group October 2007 - June 2008
Education
Florida International University - College of Business 2014 — 2016
Master of Business Administration (MBA)
Universidad Metropolitana (VE) 2005 — 2010
Bachelor of Business Administration (B.B.A.)
Andrew Wierzbicki's First Investors Experience May 2012 - August 2012
Job Financial Analyst
Industry Financial Services
Experience
Capco August 2015 - Present
HealthNow New York Inc. September 2014 - August 2015
Capco July 2013 - August 2014
UB Campus Mail Services August 2009 - May 2013
First Investors May 2012 - August 2012
Skills
Financial Analysis, Valuation, Portfolio Management, Forensic Analysis, Finance, Financial Reporting, Corporate Finance, Analytics, Financial Services, Access, Accounting, Analysis, Capital Markets, Derivatives, Financial Modeling, Financial Risk, PowerPoint
Education
State University of New York at Buffalo 2009 — 2013
Business Administration, Finance
Capco August 2015 - Present
HealthNow New York Inc. September 2014 - August 2015
Capco July 2013 - August 2014
UB Campus Mail Services August 2009 - May 2013
First Investors May 2012 - August 2012
Skills
Financial Analysis, Valuation, Portfolio Management, Forensic Analysis, Finance, Financial Reporting, Corporate Finance, Analytics, Financial Services, Access, Accounting, Analysis, Capital Markets, Derivatives, Financial Modeling, Financial Risk, PowerPoint
Education
State University of New York at Buffalo 2009 — 2013
Business Administration, Finance
Jacob Bernstein's First Investors Experience October 2011 - January 2012
Job Senior Underwriting Associate at Comerica Bank
Industry Financial Services
Experience
Comerica Bank September 2013 - Present
Union Bank January 2013 - May 2013
First Investors October 2011 - January 2012
Northwestern Mutual July 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Economic Research, Data Analysis, Financial Analysis, Credit Analysis, Capital Budgeting, Forecasting, Financial Modeling, Banking, Credit, Portfolio Management, Valuation, Corporate Finance, Finance, Economics, Analysis, Investments
Education
UCSD 2008 — 2012
Bachelor of Arts (B.A.), Economics, Business
Agoura High School 2004 — 2008
Comerica Bank September 2013 - Present
Union Bank January 2013 - May 2013
First Investors October 2011 - January 2012
Northwestern Mutual July 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Economic Research, Data Analysis, Financial Analysis, Credit Analysis, Capital Budgeting, Forecasting, Financial Modeling, Banking, Credit, Portfolio Management, Valuation, Corporate Finance, Finance, Economics, Analysis, Investments
Education
UCSD 2008 — 2012
Bachelor of Arts (B.A.), Economics, Business
Agoura High School 2004 — 2008
Loretta McCarthy Loretta McCarthy's First Investors Experience November 2012 - Present
Job Managing Director, Golden Seeds
Industry Investment Management
Experience
Golden Seeds 2005 - Present
First Investors November 2012 - Present
Prolitec January 2005 - Present
OppenheimerFunds, Inc. May 1985 - December 2001
American Express Company May 1979 - May 1985
Skills
Strategy, Marketing, Business Strategy, Start-ups, Product Management, Strategic Planning, Product Development, Angel Investing, Due Diligence, Venture Capital, Marketing Strategy, Executive Management, Management
Education
University of Colorado at Boulder - Leeds School of Business
Master of Business Administration (MBA)
University of Arizona, Eller College of Management
Bachelor's degree, Business Administration
Golden Seeds 2005 - Present
First Investors November 2012 - Present
Prolitec January 2005 - Present
OppenheimerFunds, Inc. May 1985 - December 2001
American Express Company May 1979 - May 1985
Skills
Strategy, Marketing, Business Strategy, Start-ups, Product Management, Strategic Planning, Product Development, Angel Investing, Due Diligence, Venture Capital, Marketing Strategy, Executive Management, Management
Education
University of Colorado at Boulder - Leeds School of Business
Master of Business Administration (MBA)
University of Arizona, Eller College of Management
Bachelor's degree, Business Administration
Malia Wilkins's First Investors Experience June 2008 - September 2008
Job Sr. HR Generalist at The WhiteWave Foods Company
Industry Human Resources
Experience
The WhiteWave Foods Company March 2015 - Present
The WhiteWave Foods Company September 2013 - March 2015
Target January 2011 - July 2013
Target February 2009 - January 2011
First Investors June 2008 - September 2008
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Université Catholique de l’Ouest 2006 — 2006
French Language and Literature
The WhiteWave Foods Company March 2015 - Present
The WhiteWave Foods Company September 2013 - March 2015
Target January 2011 - July 2013
Target February 2009 - January 2011
First Investors June 2008 - September 2008
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Université Catholique de l’Ouest 2006 — 2006
French Language and Literature
Jerry Corso Jerry Corso's First Investors Experience January 1987 - January 1990
Job Navy Exchange
Industry Retail
Experience
Navy Exchange June 2012 - Present
Hecht's/Macy's July 1997 - May 2012
Linens and Things January 1990 - January 1997
First Investor's January 1987 - January 1990
Skills
Store Management, Retail Management, Merchandising Strategies, Stores, Merchandising, Coaching, Customer Satisfaction, Customer Loyalty, Employee Loyalty, Sales Management, Goal Development, Event Management, Service Excellence, Business Analysis, Competitive Analysis, Financial Analysis, Retail, Training, Visual Merchandising, Strategy, Sales, Loss Prevention
Education
University of Delaware 1984 — 1987
B.A, Economics
University of Delaware - Lerner College of Business and Economics 1983 — 1987
Ba Econ, Marketing Economics
Navy Exchange June 2012 - Present
Hecht's/Macy's July 1997 - May 2012
Linens and Things January 1990 - January 1997
First Investor's January 1987 - January 1990
Skills
Store Management, Retail Management, Merchandising Strategies, Stores, Merchandising, Coaching, Customer Satisfaction, Customer Loyalty, Employee Loyalty, Sales Management, Goal Development, Event Management, Service Excellence, Business Analysis, Competitive Analysis, Financial Analysis, Retail, Training, Visual Merchandising, Strategy, Sales, Loss Prevention
Education
University of Delaware 1984 — 1987
B.A, Economics
University of Delaware - Lerner College of Business and Economics 1983 — 1987
Ba Econ, Marketing Economics
Cody Curtis's First Investors Experience August 2014 - December 2014
Job Personal Banker at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank December 2014 - Present
First Investors August 2014 - December 2014
Fifth Third Bank August 2011 - December 2014
Skills
Customer Service, Finance, Sales, Management, Microsoft Office, Time Management, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Social Media, Teamwork, Research, Social Networking, Social Media Marketing, Financial Analysis
Education
University of Kentucky 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
University of the Cumberlands 2009 — 2010
Undergraduate Studies, General Studies
Montgomery County High School 2005 — 2009
General Studies, General Studies
Fifth Third Bank December 2014 - Present
First Investors August 2014 - December 2014
Fifth Third Bank August 2011 - December 2014
Skills
Customer Service, Finance, Sales, Management, Microsoft Office, Time Management, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Social Media, Teamwork, Research, Social Networking, Social Media Marketing, Financial Analysis
Education
University of Kentucky 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
University of the Cumberlands 2009 — 2010
Undergraduate Studies, General Studies
Montgomery County High School 2005 — 2009
General Studies, General Studies
Julio Rios Julio Rios's First Investors Experience May 2008 - August 2008
Job Business Operations at Cymer
Industry Accounting
Experience
Cymer May 2014 - Present
Agile Sourcing Partners August 2013 - January 2014
Agile Sourcing Partners April 2013 - August 2013
Hard Rock Hotel and Casino August 2011 - July 2012
Roomsurf.com December 2008 - May 2010
First Investors May 2008 - August 2008
Skills
Accounting, General Ledger, Account Reconciliation, Amortization Schedules, Financial Analysis, Capitalization, Customer Service, Quantitative Analytics, Stratton Warren, Infinium, Strategy, Finance, Marketing, Management, Microsoft Excel, Microsoft Office
Education
University of San Diego 2012 — 2014
Master of Business Administration (M.B.A.), Supply-Chain Management, Finance
University of Miami 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Cymer May 2014 - Present
Agile Sourcing Partners August 2013 - January 2014
Agile Sourcing Partners April 2013 - August 2013
Hard Rock Hotel and Casino August 2011 - July 2012
Roomsurf.com December 2008 - May 2010
First Investors May 2008 - August 2008
Skills
Accounting, General Ledger, Account Reconciliation, Amortization Schedules, Financial Analysis, Capitalization, Customer Service, Quantitative Analytics, Stratton Warren, Infinium, Strategy, Finance, Marketing, Management, Microsoft Excel, Microsoft Office
Education
University of San Diego 2012 — 2014
Master of Business Administration (M.B.A.), Supply-Chain Management, Finance
University of Miami 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Alison Yoder Alison Yoder's First Investors Experience January 2000 - January 2004
Job Retirement Plan Specialist at Centennial Capital Partners
Industry Financial Services
Experience
Centennial Capital Partners September 2014 - Present
Sharkey, Howes & Javer February 2012 - June 2014
AMERIPRISE FINANCIAL August 2005 - September 2010
American Express Financial Advisors February 2004 - July 2005
FIRST INVESTORS January 2000 - January 2004
Shaw Construction LLC 1993 - 1995
Education
Financial Planning class 2006 — 2007
Finance, General
University of Northern Colorado 1995 — 1999
Bachelor of Science, Finance
Wheat Ridge High School 1991 — 1995
Centennial Capital Partners September 2014 - Present
Sharkey, Howes & Javer February 2012 - June 2014
AMERIPRISE FINANCIAL August 2005 - September 2010
American Express Financial Advisors February 2004 - July 2005
FIRST INVESTORS January 2000 - January 2004
Shaw Construction LLC 1993 - 1995
Education
Financial Planning class 2006 — 2007
Finance, General
University of Northern Colorado 1995 — 1999
Bachelor of Science, Finance
Wheat Ridge High School 1991 — 1995
Carina Coffey Carina Coffey's First Investors Experience June 2014 - September 2014
Job Associate, Specialized Tax Services at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP May 2015 - Present
BDO USA, LLP January 2015 - March 2015
First Investors June 2014 - September 2014
Unite, Inc. June 2013 - November 2013
Skills
Accounting, Financial Reporting, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Customer Service, Teamwork, Data Analysis, Public Speaking, Research
Education
UCLA 2012 — 2015
Bachelor of Arts (B.A.), Economics
BDO USA, LLP May 2015 - Present
BDO USA, LLP January 2015 - March 2015
First Investors June 2014 - September 2014
Unite, Inc. June 2013 - November 2013
Skills
Accounting, Financial Reporting, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Customer Service, Teamwork, Data Analysis, Public Speaking, Research
Education
UCLA 2012 — 2015
Bachelor of Arts (B.A.), Economics
Nicole Han Nicole Han's First Investors Experience June 2014 - September 2014
Job Graduate Student
Industry Accounting
Experience
Student Alumni Association April 2014 - December 2014
First Investors June 2014 - September 2014
University of California, Riverside June 2014 - June 2014
University of California, Riverside February 2014 - March 2014
Allsource PPS June 2013 - August 2013
Boys and Girls Clubs of America June 2012 - August 2012
Korean American Youth Foundation August 2011 - August 2012
Seal Beach Volleyball Club December 2010 - June 2011
Skills
Leadership, Public Speaking, Concentration in..., Research, Management, Marketing, Team Building, Coaching, Payroll, Training, Project Planning, IT Management, Music
Education
University of Southern California - Marshall School of Business 2015 — 2016
Master of Business Taxation - Leventhal School of Accounting
University of California, Riverside 2011 — 2015
Bachelor’s Degree, Business Administration - Concentration in Accounting
Student Alumni Association April 2014 - December 2014
First Investors June 2014 - September 2014
University of California, Riverside June 2014 - June 2014
University of California, Riverside February 2014 - March 2014
Allsource PPS June 2013 - August 2013
Boys and Girls Clubs of America June 2012 - August 2012
Korean American Youth Foundation August 2011 - August 2012
Seal Beach Volleyball Club December 2010 - June 2011
Skills
Leadership, Public Speaking, Concentration in..., Research, Management, Marketing, Team Building, Coaching, Payroll, Training, Project Planning, IT Management, Music
Education
University of Southern California - Marshall School of Business 2015 — 2016
Master of Business Taxation - Leventhal School of Accounting
University of California, Riverside 2011 — 2015
Bachelor’s Degree, Business Administration - Concentration in Accounting
Joseph Rao Joseph Rao's First Investors Experience October 1999 - April 2005
Job VP, Reporting Actuary at Zurich North America
Industry Insurance
Experience
Zurich North America August 2011 - Present
SCOR Global Life US Re December 2009 - February 2011
XL Re Life America September 2006 - November 2009
Ameriprise Financial Services, Inc. April 2005 - September 2006
First Investors October 1999 - April 2005
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania
Bachelor of Arts (BA), Music Theory and History
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Economics
Zurich North America August 2011 - Present
SCOR Global Life US Re December 2009 - February 2011
XL Re Life America September 2006 - November 2009
Ameriprise Financial Services, Inc. April 2005 - September 2006
First Investors October 1999 - April 2005
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania
Bachelor of Arts (BA), Music Theory and History
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Economics
David Last David Last's First Investors Experience January 2015 - Present
Job Intern at First Investors | Finance Major at University of San Diego
Industry Financial Services
Experience
First Investors January 2015 - Present
Merrill Lynch June 2014 - August 2014
San Diego County Fair May 2013 - June 2013
Skills
Enjoy Working with..., Microsoft Excel, Microsoft Word, Highly Dedicated, Competitive, Works well in a team, Determination, Social Media, Time Management, Social Networking
Education
University of San Diego 2011 — 2015
Finance, 3.52
Valley Center High School 2008 — 2011
First Investors January 2015 - Present
Merrill Lynch June 2014 - August 2014
San Diego County Fair May 2013 - June 2013
Skills
Enjoy Working with..., Microsoft Excel, Microsoft Word, Highly Dedicated, Competitive, Works well in a team, Determination, Social Media, Time Management, Social Networking
Education
University of San Diego 2011 — 2015
Finance, 3.52
Valley Center High School 2008 — 2011
Joseph Natale Joseph Natale's First Investors Experience May 2014 - June 2015
Job Fitness Manager at Town Sports International
Industry Recreational Facilities and Services
Experience
Town Sports International July 2015 - Present
First Investors May 2014 - June 2015
Payne Whitney Gymnasium August 2013 - May 2014
Beckerman Recreation Center September 2012 - May 2014
Bridgeport Soundtigers February 2012 - April 2012
Education
University of New Haven 2010 — 2014
Indian Hills High School 2006 — 2010
Town Sports International July 2015 - Present
First Investors May 2014 - June 2015
Payne Whitney Gymnasium August 2013 - May 2014
Beckerman Recreation Center September 2012 - May 2014
Bridgeport Soundtigers February 2012 - April 2012
Education
University of New Haven 2010 — 2014
Indian Hills High School 2006 — 2010
Christopher Gort's First Investors Experience December 2011 - May 2012
Job Credit Analyst
Industry Financial Services
Experience
Total Quality Logistics November 2014 - Present
Total Quality Logistics April 2013 - November 2014
Gort Enterprises February 2011 - January 2014
O'Charley's March 2012 - April 2013
First Investors December 2011 - May 2012
Skills
Microsoft Office, Microsoft Technologies, Sales, Customer Service, Financial Analysis, Microsoft Excel, Leadership, Time Management, PowerPoint, Accounting, Microsoft Word, Outlook, Access, Data Entry, Budgets, Insurance, Banking, Networking, Customer Satisfaction
Education
University of Kentucky 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
Total Quality Logistics November 2014 - Present
Total Quality Logistics April 2013 - November 2014
Gort Enterprises February 2011 - January 2014
O'Charley's March 2012 - April 2013
First Investors December 2011 - May 2012
Skills
Microsoft Office, Microsoft Technologies, Sales, Customer Service, Financial Analysis, Microsoft Excel, Leadership, Time Management, PowerPoint, Accounting, Microsoft Word, Outlook, Access, Data Entry, Budgets, Insurance, Banking, Networking, Customer Satisfaction
Education
University of Kentucky 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
Brad Linn's First Investors Experience January 2012 - March 2012
Job Client Services Team Lead at First Republic Bank
Industry Banking
Experience
First Republic Bank October 2013 - Present
Enterprise Rent-A-Car March 2012 - September 2013
First Investors January 2012 - March 2012
Skills
Customer Service, Marketing Strategy, Sales Operations, PowerPoint, Cross-functional Team..., Enterprise Software, Non-profit Program..., Internet Banking, Manage Client..., High Fives
Education
UC Santa Cruz 2008 — 2012
Bachelor of Arts (B.A.), Business Management Economics
Torrey Pines High School 2004 — 2008
High School Diploma
First Republic Bank October 2013 - Present
Enterprise Rent-A-Car March 2012 - September 2013
First Investors January 2012 - March 2012
Skills
Customer Service, Marketing Strategy, Sales Operations, PowerPoint, Cross-functional Team..., Enterprise Software, Non-profit Program..., Internet Banking, Manage Client..., High Fives
Education
UC Santa Cruz 2008 — 2012
Bachelor of Arts (B.A.), Business Management Economics
Torrey Pines High School 2004 — 2008
High School Diploma
Javier Ramirez Jr. Javier Ramirez Jr.'s First Investors Experience June 2014 - August 2014
Job Energy Management Group Summer Intern at Air Liquide
Industry Oil & Energy
Experience
Air Liquide June 2015 - July 2015
Manske Wealth Management September 2014 - November 2014
First Investors June 2014 - August 2014
Skills
Microsoft Word, Trading, Technical Analysis, PowerPoint, Customer Service, Leadership, Teamwork, English to Spanish, Stocks, Futuresource, Fundamental Analysis, Natural Gas Trading, Microsoft Excel, Energy, Public Speaking, Microsoft Office, Finance
Education
University of Houston 2013 — 2017
Bachelor’s Degree, Finance, Global Energy Management Track, Minor: Accounting, Junior
Air Liquide June 2015 - July 2015
Manske Wealth Management September 2014 - November 2014
First Investors June 2014 - August 2014
Skills
Microsoft Word, Trading, Technical Analysis, PowerPoint, Customer Service, Leadership, Teamwork, English to Spanish, Stocks, Futuresource, Fundamental Analysis, Natural Gas Trading, Microsoft Excel, Energy, Public Speaking, Microsoft Office, Finance
Education
University of Houston 2013 — 2017
Bachelor’s Degree, Finance, Global Energy Management Track, Minor: Accounting, Junior
Thomas Blythe Reske's First Investors Experience May 2011 - August 2011
Job JD Student at Indiana University Maurer School of Law
Industry Law Practice
Experience
Indiana Legal Services, Inc. May 2014 - Present
Indiana University Maurer School of Law August 2012 - Present
Center for Economic Progress May 2013 - August 2013
First Investors May 2011 - August 2011
Skills
Tax Law, Corporate Law, International Law, Legal Research, Legal Writing, Westlaw, Lexis, Litigation, Securities Regulation, Legal Assistance, Courts
Education
Indiana University Bloomington - Maurer School of Law 2012 — 2015
Doctor of Law (J.D.), Business Law
University of Kentucky 2008 — 2012
Bachelor's degree, Business/Managerial Economics
Indiana Legal Services, Inc. May 2014 - Present
Indiana University Maurer School of Law August 2012 - Present
Center for Economic Progress May 2013 - August 2013
First Investors May 2011 - August 2011
Skills
Tax Law, Corporate Law, International Law, Legal Research, Legal Writing, Westlaw, Lexis, Litigation, Securities Regulation, Legal Assistance, Courts
Education
Indiana University Bloomington - Maurer School of Law 2012 — 2015
Doctor of Law (J.D.), Business Law
University of Kentucky 2008 — 2012
Bachelor's degree, Business/Managerial Economics
Tony Vieira Tony Vieira's First Investors Experience August 2014 - May 2015
Job Financial Analyst in Training at Parallon
Industry Financial Services
Experience
Parallon June 2015 - Present
First Investors August 2014 - May 2015
First Investors June 2014 - May 2015
Trinity University January 2012 - May 2015
Panchito's Mexican Restaurant June 2014 - August 2014
Trinity University January 2014 - May 2014
Hill Country Ranch Pizzeria February 2011 - January 2014
Instituto Andaluz de Tecnología September 2013 - December 2013
Skills
PowerPoint, Time Management, Critical Thinking, Microsoft Excel, Microsoft Word, Teamwork, Microsoft Office, Spanish, Leadership, Finance, Customer Service, Facebook, Public Speaking, Statistics
Education
Trinity University 2011 — 2015
BS, Finance, Spanish, 3.6
Parallon June 2015 - Present
First Investors August 2014 - May 2015
First Investors June 2014 - May 2015
Trinity University January 2012 - May 2015
Panchito's Mexican Restaurant June 2014 - August 2014
Trinity University January 2014 - May 2014
Hill Country Ranch Pizzeria February 2011 - January 2014
Instituto Andaluz de Tecnología September 2013 - December 2013
Skills
PowerPoint, Time Management, Critical Thinking, Microsoft Excel, Microsoft Word, Teamwork, Microsoft Office, Spanish, Leadership, Finance, Customer Service, Facebook, Public Speaking, Statistics
Education
Trinity University 2011 — 2015
BS, Finance, Spanish, 3.6
Charity Tran Charity Tran's First Investors Experience March 2013 - May 2013
Job Graduate of University of Houston
Industry Insurance
Experience
Delta Sigma Pi April 2014 - Present
Asian Business Student Association January 2014 - Present
Asian Business Student Association June 2013 - December 2013
First Investors March 2013 - May 2013
Michaels Arts and Crafts September 2010 - August 2011
AVID - Advancement Via Individual Determination January 2011 - May 2011
Skills
Microsoft Excel, Teaching, Social Networking, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Research, Data Analysis, Event Planning, Photoshop, Communication Skills, Organizational..., Photography
Education
University of Houston 2010 — 2014
Bachelor of Science (BS), Mathematics
Kerr high school 2006 — 2010
Diploma, General Studies
Delta Sigma Pi April 2014 - Present
Asian Business Student Association January 2014 - Present
Asian Business Student Association June 2013 - December 2013
First Investors March 2013 - May 2013
Michaels Arts and Crafts September 2010 - August 2011
AVID - Advancement Via Individual Determination January 2011 - May 2011
Skills
Microsoft Excel, Teaching, Social Networking, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Research, Data Analysis, Event Planning, Photoshop, Communication Skills, Organizational..., Photography
Education
University of Houston 2010 — 2014
Bachelor of Science (BS), Mathematics
Kerr high school 2006 — 2010
Diploma, General Studies
Derrick deRook Derrick deRook's First Investors Experience August 2013 - January 2014
Job Technical Assistant
Industry Insurance
Experience
AmWINS Group March 2014 - Present
First Investors August 2013 - January 2014
Nike 2011 - 2012
Dominos January 2007 - March 2008
Skills
Trilingual, Management, Finance, Microsoft Excel, Customer Service, Communication, High Organizational..., Market Research, Strategic Planning, Ability to work in team..., Timely Decision Making, Prioritisation, Prioritize Workload, Analyze Quantitative..., Interpersonal Skill, Flexibility, Cash Sales, Reliable, Financial Analysis
Education
University of Central Florida 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Valencia Community College 2010 — 2011
Associate of Arts (AA), Accounting and Finance
AmWINS Group March 2014 - Present
First Investors August 2013 - January 2014
Nike 2011 - 2012
Dominos January 2007 - March 2008
Skills
Trilingual, Management, Finance, Microsoft Excel, Customer Service, Communication, High Organizational..., Market Research, Strategic Planning, Ability to work in team..., Timely Decision Making, Prioritisation, Prioritize Workload, Analyze Quantitative..., Interpersonal Skill, Flexibility, Cash Sales, Reliable, Financial Analysis
Education
University of Central Florida 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Valencia Community College 2010 — 2011
Associate of Arts (AA), Accounting and Finance
Vasilios Manios, RFC® Vasilios Manios, RFC®'s First Investors Experience July 2012 - December 2012
Job MBA/MSFinance Candidate at University of Michigan
Industry Financial Services
Experience
Waddell & Reed January 2013 - January 2014
First Investors July 2012 - December 2012
Skills
Financial Analysis, Investments, Investment Strategies, Asset Management, Financial Planning, Fixed Annuities, Uniform Combined State..., Economics, Asset Allocation, Mutual Funds, Retirement Planning, Securities, Series 63, Wealth Management, Equities, Strategic Financial..., Equity Research, Bloomberg Terminal, Life Insurance, Series 6, Variable Annuities, 401k, 529 Plans, College Savings Plans, Series 65, Estate Planning, Business Valuation, Annuities, Variable Contracts, Bonds, 403 b, Investment Advisory...
Education
University of Michigan-Dearborn 2014 — 2019
Master of Business Administration (MBA), Master of Finance (MS-F)
University of Michigan 2008 — 2012
Bachelor of Arts (BA), Economics
Waddell & Reed January 2013 - January 2014
First Investors July 2012 - December 2012
Skills
Financial Analysis, Investments, Investment Strategies, Asset Management, Financial Planning, Fixed Annuities, Uniform Combined State..., Economics, Asset Allocation, Mutual Funds, Retirement Planning, Securities, Series 63, Wealth Management, Equities, Strategic Financial..., Equity Research, Bloomberg Terminal, Life Insurance, Series 6, Variable Annuities, 401k, 529 Plans, College Savings Plans, Series 65, Estate Planning, Business Valuation, Annuities, Variable Contracts, Bonds, 403 b, Investment Advisory...
Education
University of Michigan-Dearborn 2014 — 2019
Master of Business Administration (MBA), Master of Finance (MS-F)
University of Michigan 2008 — 2012
Bachelor of Arts (BA), Economics
Damond Heath Damond Heath's First Investors Experience July 2010 - December 2011
Job Associate Director of Alumni & Parent Engagement
Industry Higher Education
Experience
Union College May 2015 - Present
Union College August 2012 - May 2015
First Investors July 2010 - December 2011
Vico Restuarant January 2005 - May 2010
Union College Affiliates September 2007 - May 2009
Skills
Higher Education, Non-profits, Research, Fundraising, Volunteer Management, Problem Solving, Public Speaking, Microsoft Office, Program Development, Event Planning, Student Affairs, Student Development, Grant Writing, Alumni Relations, Nonprofits, Facebook
Education
Union College 2006 — 2010
Bachelor of Arts (B.A.), Sociology
Catskill High School 2002 — 2006
High School
Union College May 2015 - Present
Union College August 2012 - May 2015
First Investors July 2010 - December 2011
Vico Restuarant January 2005 - May 2010
Union College Affiliates September 2007 - May 2009
Skills
Higher Education, Non-profits, Research, Fundraising, Volunteer Management, Problem Solving, Public Speaking, Microsoft Office, Program Development, Event Planning, Student Affairs, Student Development, Grant Writing, Alumni Relations, Nonprofits, Facebook
Education
Union College 2006 — 2010
Bachelor of Arts (B.A.), Sociology
Catskill High School 2002 — 2006
High School
Michele Anderson Michele Anderson's First Investors Experience February 2015 - April 2015
Job Scheduler
Industry Mental Health Care
Experience
Center for Family Development May 2015 - Present
First Investors February 2015 - April 2015
Maxmedia Ireland Limited September 2014 - December 2014
University of Oregon September 2013 - June 2014
Kaplan Test Prep November 2012 - June 2014
Gold Beach Inn and Ireland's Rustic Lodges June 2012 - September 2013
Spinner’s Sea Food and Steak House June 2012 - September 2012
Curry County Reporter June 2010 - September 2010
Skills
Research, Program Management, Customer Service, Editing, Social Networking, Social Media Marketing, Social Media, Leadership, Teamwork, Microsoft Excel, Product Marketing, Copywriting, Content Management Sytem, Layout, Report Writing, Data Collection, Academic Advising, Early Childhood..., Receptionist Duties, Sociology, Crisis Intervention, Microsoft Office, Microsoft Word, Mac OS
Education
University of Oregon 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Psychology & Sociology, 3.70
Center for Family Development May 2015 - Present
First Investors February 2015 - April 2015
Maxmedia Ireland Limited September 2014 - December 2014
University of Oregon September 2013 - June 2014
Kaplan Test Prep November 2012 - June 2014
Gold Beach Inn and Ireland's Rustic Lodges June 2012 - September 2013
Spinner’s Sea Food and Steak House June 2012 - September 2012
Curry County Reporter June 2010 - September 2010
Skills
Research, Program Management, Customer Service, Editing, Social Networking, Social Media Marketing, Social Media, Leadership, Teamwork, Microsoft Excel, Product Marketing, Copywriting, Content Management Sytem, Layout, Report Writing, Data Collection, Academic Advising, Early Childhood..., Receptionist Duties, Sociology, Crisis Intervention, Microsoft Office, Microsoft Word, Mac OS
Education
University of Oregon 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Psychology & Sociology, 3.70
Lauren Fialkowski Lauren Fialkowski's First Investors Experience May 2007 - September 2009
Job Assistant Vice President, Client Manager at US Bank
Industry Marketing and Advertising
Experience
U.S. Bank 2011 - Present
US Bank July 2011 - December 2012
First Investors May 2007 - September 2009
Skills
Market Research, Marketing Strategy, Microsoft Excel, Marketing Research, Banking, Commercial Banking, Financial Analysis, Customer Service, Credit, Marketing Communications, Commercial Lending, Networking
Education
University of Illinois at Chicago 2009 — 2011
Bachelor of Business Administration, Finance and Marketing
University of Iowa - Iowa 2007 — 2009
Bachelor of Business Administration, Finance and Marketing
U.S. Bank 2011 - Present
US Bank July 2011 - December 2012
First Investors May 2007 - September 2009
Skills
Market Research, Marketing Strategy, Microsoft Excel, Marketing Research, Banking, Commercial Banking, Financial Analysis, Customer Service, Credit, Marketing Communications, Commercial Lending, Networking
Education
University of Illinois at Chicago 2009 — 2011
Bachelor of Business Administration, Finance and Marketing
University of Iowa - Iowa 2007 — 2009
Bachelor of Business Administration, Finance and Marketing
Alexis Fisher, MBA Alexis Fisher, MBA's First Investors Experience October 2010 - April 2011
Job Lead Specialist, Operations at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2015 - Present
PNC Investments (Unofficial) June 2013 - August 2015
PNC Investments (Unofficial) May 2011 - June 2013
First Investors October 2010 - April 2011
First Investors December 2007 - October 2010
Skills
Corporate Finance, Investments, Trading, Leadership, Mutual Funds, Financial Services, Microsoft Office, Analysis, Sales, Portfolio Management, Financial Modeling, Finance, Financial Analysis, Customer Service, Public Speaking, Management, Team Building
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2012 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
University of Pittsburgh 2004 — 2008
Bachelor's Degree, Economics
Goldman Sachs August 2015 - Present
PNC Investments (Unofficial) June 2013 - August 2015
PNC Investments (Unofficial) May 2011 - June 2013
First Investors October 2010 - April 2011
First Investors December 2007 - October 2010
Skills
Corporate Finance, Investments, Trading, Leadership, Mutual Funds, Financial Services, Microsoft Office, Analysis, Sales, Portfolio Management, Financial Modeling, Finance, Financial Analysis, Customer Service, Public Speaking, Management, Team Building
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2012 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
University of Pittsburgh 2004 — 2008
Bachelor's Degree, Economics
Maria Moya Maria Moya's First Investors Experience December 2009 - March 2010
Job Assistant Property Manager at Venterra Realty
Industry Telecommunications
Experience
Venterra Realty November 2014 - Present
Young Alumni Council of University of Houston December 2013 - Present
Genesis BCS February 2013 - November 2014
Venterra Realty June 2011 - February 2013
First Investors December 2009 - March 2010
Skills
Inventory Management, Spreadsheets, Credit, Customer Service, Excel, Microsoft Excel, Outlook
Education
University of Houston 2005 — 2010
Bachelor Degree of Business Administration; 4175, Management and Marketing; Marketing
University of Houston, C.T. Bauer College of Business 2005 — 2010
Business Administration, Marketing, Management
Westside High 2001 — 2005
Venterra Realty November 2014 - Present
Young Alumni Council of University of Houston December 2013 - Present
Genesis BCS February 2013 - November 2014
Venterra Realty June 2011 - February 2013
First Investors December 2009 - March 2010
Skills
Inventory Management, Spreadsheets, Credit, Customer Service, Excel, Microsoft Excel, Outlook
Education
University of Houston 2005 — 2010
Bachelor Degree of Business Administration; 4175, Management and Marketing; Marketing
University of Houston, C.T. Bauer College of Business 2005 — 2010
Business Administration, Marketing, Management
Westside High 2001 — 2005
David Parra David Parra's First Investors Experience June 2012 - August 2012
Job at
Industry Marketing and Advertising
Experience
BBVA Compass January 2015 - Present
Texas Rush August 2014 - Present
First Investors Corporation 2013 - January 2013
UNC Asheville January 2009 - January 2013
First Investors June 2012 - August 2012
Keller Williams Real Estate with Asheville Holistic Realty team May 2012 - June 2012
UNC Asheville April 2011 - May 2012
Skills
Marketing, Financial Analysis, International Business..., Spanish, Soccer, Bilingual, Social Media Marketing, Marketing Strategy, Marketing Management, Product Marketing, Online Marketing, Market Research, Marketing Communications, Email Marketing, Social Networking, Social Media, Management, Facebook, Leadership, Public Relations, Marketing Research, Sports Marketing, Public Speaking, PowerPoint, Advertising, Fundraising, Event Management, Customer Service, Microsoft Office, Athletics, Team Leadership, Editing, Time Management, Integrated Marketing, Research, Digital Marketing, Sports, WordPress, Microsoft Excel, Data Analysis, Sports Management, Microsoft Word, Strategy, Strategic Planning, Coaching, Critical Thinking, Account Management, English, Negotiation, Creative Strategy
Education
University of North Carolina at Asheville 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
The Woodlands High School 2006 — 2009
Highschool Diploma, Highschool diploma
BBVA Compass January 2015 - Present
Texas Rush August 2014 - Present
First Investors Corporation 2013 - January 2013
UNC Asheville January 2009 - January 2013
First Investors June 2012 - August 2012
Keller Williams Real Estate with Asheville Holistic Realty team May 2012 - June 2012
UNC Asheville April 2011 - May 2012
Skills
Marketing, Financial Analysis, International Business..., Spanish, Soccer, Bilingual, Social Media Marketing, Marketing Strategy, Marketing Management, Product Marketing, Online Marketing, Market Research, Marketing Communications, Email Marketing, Social Networking, Social Media, Management, Facebook, Leadership, Public Relations, Marketing Research, Sports Marketing, Public Speaking, PowerPoint, Advertising, Fundraising, Event Management, Customer Service, Microsoft Office, Athletics, Team Leadership, Editing, Time Management, Integrated Marketing, Research, Digital Marketing, Sports, WordPress, Microsoft Excel, Data Analysis, Sports Management, Microsoft Word, Strategy, Strategic Planning, Coaching, Critical Thinking, Account Management, English, Negotiation, Creative Strategy
Education
University of North Carolina at Asheville 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
The Woodlands High School 2006 — 2009
Highschool Diploma, Highschool diploma
Kathy Morton, ChFC's First Investors Experience April 1985 - September 2012
Job Managing Partner; Financial Advisor
Industry Financial Services
Experience
Morton Private Wealth Strategies, Inc. an Independent firm of Raymond James Financial , Inc. October 2012 - Present
First Investors April 1985 - September 2012
Kaneland WINS 2007 - 2011
First Investors Corporation May 2006 - April 2008
First Investors Corporation August 2006 - December 2007
Bay Bank Valley 1979 - 1985
Lechmere 1977 - 1983
Education
The American College 1992 — 2001
ChFC, Finance and Insurance
Western New England University 1980 — 1983
Bachelor of Science (BS), Finance, General
University of Hartford 1979 — 1980
Math, Finance
Ludlow High School 1975 — 1979
Morton Private Wealth Strategies, Inc. an Independent firm of Raymond James Financial , Inc. October 2012 - Present
First Investors April 1985 - September 2012
Kaneland WINS 2007 - 2011
First Investors Corporation May 2006 - April 2008
First Investors Corporation August 2006 - December 2007
Bay Bank Valley 1979 - 1985
Lechmere 1977 - 1983
Education
The American College 1992 — 2001
ChFC, Finance and Insurance
Western New England University 1980 — 1983
Bachelor of Science (BS), Finance, General
University of Hartford 1979 — 1980
Math, Finance
Ludlow High School 1975 — 1979
Louay Atisha Louay Atisha's First Investors Experience 2012 - 2013
Job Inside Sales Representative at OnDeck
Industry Internet
Experience
OnDeck April 2015 - Present
LoyalBlocks June 2014 - March 2015
Financial Focus 2013 - 2014
First Investors 2012 - 2013
Hollywood Sunglasses Inc 2006 - June 2012
Big House Entertainment 2008 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Entrepreneurship, Start-ups, Financial Services, Analysis, Sales, New Business Development, Business Analysis, Business Strategy, Salesforce.com, Online Marketing, Social Media Marketing, Account Management
Education
University of Michigan 2008 — 2012
Bachelor of Arts (BA), Economics
OnDeck April 2015 - Present
LoyalBlocks June 2014 - March 2015
Financial Focus 2013 - 2014
First Investors 2012 - 2013
Hollywood Sunglasses Inc 2006 - June 2012
Big House Entertainment 2008 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Entrepreneurship, Start-ups, Financial Services, Analysis, Sales, New Business Development, Business Analysis, Business Strategy, Salesforce.com, Online Marketing, Social Media Marketing, Account Management
Education
University of Michigan 2008 — 2012
Bachelor of Arts (BA), Economics
Paul Bedinger Paul Bedinger's First Investors Experience December 1980 - January 1992
Job Financial Advisor
Industry Financial Services
Experience
Cantella & Co., Inc. January 2010 - Present
Wells Fargo Advisors January 2008 - January 2010
A. G. Edwards April 1999 - January 2008
Tucker Anthony June 1994 - April 1999
Invest Financial January 1992 - June 1994
First Investors December 1980 - January 1992
Skills
Retirement Planning, College Savings Plans, Asset Allocation, Multiple Streams of..., Tax Reduction, Estate Planning, Alternative Investments, Income for Life, Market Research, Listener, Financial Services
Education
University of Massachusetts Dartmouth 1976 — 1980
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Cantella & Co., Inc. January 2010 - Present
Wells Fargo Advisors January 2008 - January 2010
A. G. Edwards April 1999 - January 2008
Tucker Anthony June 1994 - April 1999
Invest Financial January 1992 - June 1994
First Investors December 1980 - January 1992
Skills
Retirement Planning, College Savings Plans, Asset Allocation, Multiple Streams of..., Tax Reduction, Estate Planning, Alternative Investments, Income for Life, Market Research, Listener, Financial Services
Education
University of Massachusetts Dartmouth 1976 — 1980
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Sean Mathew's First Investors Experience June 2015 - August 2015
Job Economics Major and Aspiring Financial Analyst
Industry Banking
Experience
First Investors June 2015 - August 2015
The Home Depot May 2014 - August 2015
University at Buffalo (UB) January 2015 - May 2015
Education
University at Buffalo 2010 — 2015
Bachelor's Degree, Economics, 3.53/4.0
First Investors June 2015 - August 2015
The Home Depot May 2014 - August 2015
University at Buffalo (UB) January 2015 - May 2015
Education
University at Buffalo 2010 — 2015
Bachelor's Degree, Economics, 3.53/4.0
Anthony Ferraiolo Anthony Ferraiolo's First Investors Experience January 2003 - December 2003
Job Sales Manager Hudson Valley/Capital District at Nationwide Insurance
Industry Insurance
Experience
Nationwide May 2013 - Present
Nationwide July 2011 - April 2013
Nationwide November 2008 - June 2011
Allstate Insurance April 2008 - November 2008
Nationwide April 2007 - April 2008
Clear Channel Radio June 2005 - June 2006
Assaggio Restaurant June 2003 - June 2005
First Investors January 2003 - December 2003
Skills
Marketing, Sales, Insurance, Customer Service, Liability, Management, Leadership, Property & Casualty..., Recruiting, Marketing Strategy, Life Insurance, Commercial Insurance, Claim, Legal Liability, Negotiation, General Insurance, Advertising, Direct Sales, Financial Services, Time Management, Sales Operations, Training, Umbrella Insurance, Underwriting, Policy, Casualty Insurance, Commercial Lines, Teamwork, Claims Management, Team Building, Term Life Insurance, Casualty, Strategic Planning, Sales Management
Education
University of Hartford 1998 — 2002
B.A., Communications
Nationwide May 2013 - Present
Nationwide July 2011 - April 2013
Nationwide November 2008 - June 2011
Allstate Insurance April 2008 - November 2008
Nationwide April 2007 - April 2008
Clear Channel Radio June 2005 - June 2006
Assaggio Restaurant June 2003 - June 2005
First Investors January 2003 - December 2003
Skills
Marketing, Sales, Insurance, Customer Service, Liability, Management, Leadership, Property & Casualty..., Recruiting, Marketing Strategy, Life Insurance, Commercial Insurance, Claim, Legal Liability, Negotiation, General Insurance, Advertising, Direct Sales, Financial Services, Time Management, Sales Operations, Training, Umbrella Insurance, Underwriting, Policy, Casualty Insurance, Commercial Lines, Teamwork, Claims Management, Team Building, Term Life Insurance, Casualty, Strategic Planning, Sales Management
Education
University of Hartford 1998 — 2002
B.A., Communications
Dave Aguilar Dave Aguilar's First Investors Experience 1989 - 1990
Job Dynamic Cyclesport Sales Manager
Industry Sporting Goods
Experience
Pee Dee Bicycle Company June 2015 - Present
STARTEK January 2015 - July 2015
Jay's Cycle Center January 2012 - June 2014
PwC April 2006 - February 2014
PwC January 2004 - March 2006
PwC August 1999 - January 2004
City of Elizabeth August 1992 - August 1999
AVCO Financial Services 1991 - 1992
First Investors 1989 - 1990
Skills
Vendor Relations, Staff Training, Coaching, Leadership, Process Improvement, Change Management, IT Strategy, Software Documentation, Public Speaking, Vendors, Vendor Management, Business Process..., Accounting, Management, Mergers & Acquisitions, Customer Service, Training, SDLC, Business Analysis, Information Technology, Management Consulting
Education
Union County College 2009 — 2012
Associate in Arts, Business
The Chubb Institute 1997 — 1999
Certification, Data Center Support
Pee Dee Bicycle Company June 2015 - Present
STARTEK January 2015 - July 2015
Jay's Cycle Center January 2012 - June 2014
PwC April 2006 - February 2014
PwC January 2004 - March 2006
PwC August 1999 - January 2004
City of Elizabeth August 1992 - August 1999
AVCO Financial Services 1991 - 1992
First Investors 1989 - 1990
Skills
Vendor Relations, Staff Training, Coaching, Leadership, Process Improvement, Change Management, IT Strategy, Software Documentation, Public Speaking, Vendors, Vendor Management, Business Process..., Accounting, Management, Mergers & Acquisitions, Customer Service, Training, SDLC, Business Analysis, Information Technology, Management Consulting
Education
Union County College 2009 — 2012
Associate in Arts, Business
The Chubb Institute 1997 — 1999
Certification, Data Center Support
James Sharcot James Sharcot's First Investors Experience May 2007 - December 2008
Job Senior Specialist at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2009 - Present
Citizens Bank January 2008 - August 2009
First Investors May 2007 - December 2008
Skills
Microsoft Office, Public Speaking, Social Media, Microsoft Word, Social Media Marketing, Social Networking, Customer Service, Microsoft Excel, Project Management, Process Improvement, Financial Planning
Education
Westminster College (PA) 2003 — 2007
Bachelor's Degree, Business/Managerial Economics
University of Oxford 2004 — 2005
Bachelor's Degree, International Business/Trade/Commerce
LPL Financial September 2009 - Present
Citizens Bank January 2008 - August 2009
First Investors May 2007 - December 2008
Skills
Microsoft Office, Public Speaking, Social Media, Microsoft Word, Social Media Marketing, Social Networking, Customer Service, Microsoft Excel, Project Management, Process Improvement, Financial Planning
Education
Westminster College (PA) 2003 — 2007
Bachelor's Degree, Business/Managerial Economics
University of Oxford 2004 — 2005
Bachelor's Degree, International Business/Trade/Commerce
Hayley Robic Hayley Robic's First Investors Experience May 2012 - August 2012
Job Promotions Coordinator at Keeneland Association
Industry Marketing and Advertising
Experience
Keeneland Association July 2014 - Present
The University of Kentucky Athletic Department August 2010 - May 2014
University of Kentucky Athletic Department August 2010 - May 2014
Bd Global Sports September 2013 - December 2013
UK IMG Sports Marketing December 2012 - May 2013
First Investors May 2012 - August 2012
United Way of America August 2008 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Advertising, Facebook, Social Media Marketing, Social Media
Education
University of Kentucky 2010 — 2014
Bachelor of Science (B.S.), Marketing and Management
WHU - Otto Beisheim Graduate School of Management 2012 — 2012
Bachelor of Science (BS), Marketing and Management
Keeneland Association July 2014 - Present
The University of Kentucky Athletic Department August 2010 - May 2014
University of Kentucky Athletic Department August 2010 - May 2014
Bd Global Sports September 2013 - December 2013
UK IMG Sports Marketing December 2012 - May 2013
First Investors May 2012 - August 2012
United Way of America August 2008 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Advertising, Facebook, Social Media Marketing, Social Media
Education
University of Kentucky 2010 — 2014
Bachelor of Science (B.S.), Marketing and Management
WHU - Otto Beisheim Graduate School of Management 2012 — 2012
Bachelor of Science (BS), Marketing and Management
Ashley Marotte Ashley Marotte's First Investors Experience June 2012 - August 2012
Job High Net Worth Associate at Fidelity Investments
Industry Financial Services
Experience
First Investors June 2012 - August 2012
University of Hartford September 2010 - June 2012
Morgan Stanley Smith Barney February 2012 - May 2012
University of Hartford September 2011 - December 2011
Skills
Team Leadership, Communication, Analytical Abilities, Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Outlook, Customer Service, Social Media Marketing, Advertising, Data Analysis, SPSS, Teamwork, Public Speaking, Leadership, Social Networking, Facebook, Higher Education, Time Management, Fundraising, Event Planning, Marketing
Education
University of Hartford 2009 — 2013
Bachelor's of Science, Insurance/Finance
First Investors June 2012 - August 2012
University of Hartford September 2010 - June 2012
Morgan Stanley Smith Barney February 2012 - May 2012
University of Hartford September 2011 - December 2011
Skills
Team Leadership, Communication, Analytical Abilities, Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Outlook, Customer Service, Social Media Marketing, Advertising, Data Analysis, SPSS, Teamwork, Public Speaking, Leadership, Social Networking, Facebook, Higher Education, Time Management, Fundraising, Event Planning, Marketing
Education
University of Hartford 2009 — 2013
Bachelor's of Science, Insurance/Finance
Jim Anastasiou Jim Anastasiou's First Investors Experience October 2003 - March 2004
Job Quantitative Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group - Retirement Services June 2015 - Present
MassMutual Financial Group - USIG June 2013 - June 2015
MassMutual Financial Group - USIG March 2008 - June 2013
Standard & Poor's August 2006 - February 2008
Standard & Poor's April 2005 - August 2006
ING April 2004 - September 2004
First Investors October 2003 - March 2004
Skills
Strategy, Finance, Analysis, Strategic Planning, Strategic Consulting, Competitive Analysis, Competitive Intelligence, Competition Research, Corporate FP&A, Financial Analysis, Financial Modeling, Business Analysis, Business Planning, Financial Services, Statutory Accounting, US GAAP, US GAAP reporting, Life Insurance, Annuities, Fixed Annuities, Variable Annuities, Income Annuities..., Long Term Care Insurance, Disability Insurance, Group Life, BOLI, COLI, Portfolio Management, Investments, Risk Management, Securitization, Structured Finance, Asset-backed..., Structured Products, MBS, RMBS, CMBS, ABS, CDO, SAP, SAP BW, SAP BI, Insurance, Process Improvement
Education
University of Connecticut 2014 — 2017
Master of Business Administration (M.B.A.), Management & Finance
University of Maryland College Park
Bachelor of Arts (BA), Economics
MassMutual Financial Group - Retirement Services June 2015 - Present
MassMutual Financial Group - USIG June 2013 - June 2015
MassMutual Financial Group - USIG March 2008 - June 2013
Standard & Poor's August 2006 - February 2008
Standard & Poor's April 2005 - August 2006
ING April 2004 - September 2004
First Investors October 2003 - March 2004
Skills
Strategy, Finance, Analysis, Strategic Planning, Strategic Consulting, Competitive Analysis, Competitive Intelligence, Competition Research, Corporate FP&A, Financial Analysis, Financial Modeling, Business Analysis, Business Planning, Financial Services, Statutory Accounting, US GAAP, US GAAP reporting, Life Insurance, Annuities, Fixed Annuities, Variable Annuities, Income Annuities..., Long Term Care Insurance, Disability Insurance, Group Life, BOLI, COLI, Portfolio Management, Investments, Risk Management, Securitization, Structured Finance, Asset-backed..., Structured Products, MBS, RMBS, CMBS, ABS, CDO, SAP, SAP BW, SAP BI, Insurance, Process Improvement
Education
University of Connecticut 2014 — 2017
Master of Business Administration (M.B.A.), Management & Finance
University of Maryland College Park
Bachelor of Arts (BA), Economics
Ross Thalheimer Ross Thalheimer's First Investors Experience January 1986 - October 1986
Job Sales Manager at 360T
Industry Financial Services
Experience
360T 2013 - Present
FX Concepts, LLC June 1992 - October 2012
Fuji Bank, LTD January 1986 - June 1992
First Investors January 1986 - October 1986
Amsterdam-Rotterdam Bank June 1985 - November 1985
Skills
Global Macro, FX Options, Currency, FX trading, Hedge Funds, Fixed Income, Derivatives, Alternative Investments, Financial Markets, Volatility, Bloomberg, Managed Futures, Commodity, Equities, Proprietary Trading, Options, Quantitative Finance, Trading Systems, Trading, Emerging Markets
Education
NYU Stern School of Business 1987 — 1992
MBA - Finance, Finance
University of New Hampshire - Whittemore School of Business and Economics 1981 — 1985
BA - Economics, Economics
The Pingry School
360T 2013 - Present
FX Concepts, LLC June 1992 - October 2012
Fuji Bank, LTD January 1986 - June 1992
First Investors January 1986 - October 1986
Amsterdam-Rotterdam Bank June 1985 - November 1985
Skills
Global Macro, FX Options, Currency, FX trading, Hedge Funds, Fixed Income, Derivatives, Alternative Investments, Financial Markets, Volatility, Bloomberg, Managed Futures, Commodity, Equities, Proprietary Trading, Options, Quantitative Finance, Trading Systems, Trading, Emerging Markets
Education
NYU Stern School of Business 1987 — 1992
MBA - Finance, Finance
University of New Hampshire - Whittemore School of Business and Economics 1981 — 1985
BA - Economics, Economics
The Pingry School
Serge Demchuk Serge Demchuk's First Investors Experience June 2012 - August 2012
Job Staff Accountant at DiMarco Constructors
Industry Accounting
Experience
DiMarco Constructors November 2013 - Present
First Investors June 2012 - August 2012
Skills
Teamwork, Customer Service, Sales Achievements, Time Management, PowerPoint, Word, Excel, Access, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Sales, Strategic Planning, Event Planning
Education
State University of New York at Buffalo 2011 — 2013
Bachelors of Business Administration, Finance, GPA: 3.26
DiMarco Constructors November 2013 - Present
First Investors June 2012 - August 2012
Skills
Teamwork, Customer Service, Sales Achievements, Time Management, PowerPoint, Word, Excel, Access, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Sales, Strategic Planning, Event Planning
Education
State University of New York at Buffalo 2011 — 2013
Bachelors of Business Administration, Finance, GPA: 3.26
Sherman Thai's First Investors Experience January 2011 - March 2011
Job Personal Equity & Financial Strategist at DaVinci Financial and Insurance Associates
Industry Financial Services
Experience
Azusa Unified School District February 2013 - May 2013
DaVinci Financial and Insurance Associates June 2012 - February 2013
Office Depot June 2011 - June 2012
Cherry on top December 2010 - April 2011
First Investors January 2011 - March 2011
Subway June 2006 - January 2007
Skills
Wealth Management, Equities, Retirement Planning, Strategic Financial..., Investments, Portfolio Management, Mutual Funds, Retirement, Estate Planning, Asset Management, Series 7, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Securities
Education
UC Irvine 2007 — 2012
Bachelor of Arts (B.A.), Public Health Policy
Azusa Unified School District February 2013 - May 2013
DaVinci Financial and Insurance Associates June 2012 - February 2013
Office Depot June 2011 - June 2012
Cherry on top December 2010 - April 2011
First Investors January 2011 - March 2011
Subway June 2006 - January 2007
Skills
Wealth Management, Equities, Retirement Planning, Strategic Financial..., Investments, Portfolio Management, Mutual Funds, Retirement, Estate Planning, Asset Management, Series 7, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Securities
Education
UC Irvine 2007 — 2012
Bachelor of Arts (B.A.), Public Health Policy
Nathan Shelc Nathan Shelc's First Investors Experience May 2009 - August 2009
Job Credit Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2013 - Present
J. Fitzgerald Group May 2012 - August 2012
First Investors May 2009 - August 2009
CUTCO Cutlery May 2007 - August 2007
Skills
Marketing, PowerPoint, Microsoft Excel, Marketing Communications, Data Analysis, Finance, Corporate Finance, Financial Analysis, Financial Modeling, Economics, Macroeconomics, Microeconomics, Managerial Finance
Education
State University of New York at Buffalo 2011 — 2013
Master of Business Administration (MBA), Marketing and Finance
State University of New York at Buffalo 2006 — 2011
Bachelor of Science (B.S.), Finance and International Business
University of Indianapolis, Athens Campus 2010 — 2010
International Business, International Politics, and International Relations
Wells Fargo July 2013 - Present
J. Fitzgerald Group May 2012 - August 2012
First Investors May 2009 - August 2009
CUTCO Cutlery May 2007 - August 2007
Skills
Marketing, PowerPoint, Microsoft Excel, Marketing Communications, Data Analysis, Finance, Corporate Finance, Financial Analysis, Financial Modeling, Economics, Macroeconomics, Microeconomics, Managerial Finance
Education
State University of New York at Buffalo 2011 — 2013
Master of Business Administration (MBA), Marketing and Finance
State University of New York at Buffalo 2006 — 2011
Bachelor of Science (B.S.), Finance and International Business
University of Indianapolis, Athens Campus 2010 — 2010
International Business, International Politics, and International Relations
Brendan Head Brendan Head's First Investors Experience March 2013 - November 2013
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade May 2014 - Present
Best Buy November 2013 - April 2014
First Investors March 2013 - November 2013
DUX Bistro September 2012 - December 2012
Fremont Trees January 2007 - January 2009
Skills
Economics, Management, Sales, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Corporate Finance, Econometrics, Banking, Financial Services, Microsoft Office, New Business Development, Macroeconomics, Facebook, Social Media, Social Networking, Political Science, Public Relations
Education
University of Oregon 2008 — 2012
Bachelor of Science (BS), Economics and Political Science
Mission San Jose High 2007 — 2008
Scottrade May 2014 - Present
Best Buy November 2013 - April 2014
First Investors March 2013 - November 2013
DUX Bistro September 2012 - December 2012
Fremont Trees January 2007 - January 2009
Skills
Economics, Management, Sales, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Corporate Finance, Econometrics, Banking, Financial Services, Microsoft Office, New Business Development, Macroeconomics, Facebook, Social Media, Social Networking, Political Science, Public Relations
Education
University of Oregon 2008 — 2012
Bachelor of Science (BS), Economics and Political Science
Mission San Jose High 2007 — 2008
David Drayton David Drayton's First Investors Experience January 2007 - February 2009
Job Financial Services Representative at Transamerica
Industry Retail
Experience
Transamerica November 2013 - Present
NEW YORK LIFE June 2010 - July 2012
FIRST INVESTORS January 2007 - February 2009
WASHINGTON MUTUAL BANK June 2005 - January 2007
STAPLES SUPER STORE January 2002 - December 2004
Skills
Sale, Sales Management, Branch Management, Strategic Financial..., Series 6, Series 63
Education
SUNY DELHI COLLEGE
Associates Degree, Computer Information Systems
University of New Haven
Bachelor of Science, Major, Finance
Transamerica November 2013 - Present
NEW YORK LIFE June 2010 - July 2012
FIRST INVESTORS January 2007 - February 2009
WASHINGTON MUTUAL BANK June 2005 - January 2007
STAPLES SUPER STORE January 2002 - December 2004
Skills
Sale, Sales Management, Branch Management, Strategic Financial..., Series 6, Series 63
Education
SUNY DELHI COLLEGE
Associates Degree, Computer Information Systems
University of New Haven
Bachelor of Science, Major, Finance
Gordon S Wong Gordon S Wong's First Investors Experience September 1984 - March 1986
Job Premises Technician at AT&T
Industry Telecommunications
Experience
AT&T October 2013 - Present
Healy & Co April 2011 - September 2011
AT&T July 1996 - August 2010
Wells Fargo Bank April 1986 - July 1996
Coast Savings and Loan April 1986 - April 1988
First Investors September 1984 - March 1986
Chevron August 1982 - August 1984
Skills
DS0, T1, Provisioning, Trunking, Long Distance, ISDN, Training, Networking, Wireless, Troubleshooting, Ethernet, VoIP, Data Center, Management, Customer Service, Call Centers, Telecommunications, Sales
Education
University of California, Berkeley 1975 — 1980
BA, Computer Science
AT&T October 2013 - Present
Healy & Co April 2011 - September 2011
AT&T July 1996 - August 2010
Wells Fargo Bank April 1986 - July 1996
Coast Savings and Loan April 1986 - April 1988
First Investors September 1984 - March 1986
Chevron August 1982 - August 1984
Skills
DS0, T1, Provisioning, Trunking, Long Distance, ISDN, Training, Networking, Wireless, Troubleshooting, Ethernet, VoIP, Data Center, Management, Customer Service, Call Centers, Telecommunications, Sales
Education
University of California, Berkeley 1975 — 1980
BA, Computer Science
Krista Robertson's First Investors Experience May 2012 - May 2013
Job Social Media for Major League Baseball
Industry Sports
Experience
Major League Baseball June 2013 - Present
Covering the Bases September 2013 - Present
Lexington Legends December 2012 - May 2013
First Investors May 2012 - May 2013
Southern Proper August 2009 - May 2013
BlueTique Cheap Chic September 2011 - December 2012
Keeneland Association August 2009 - May 2010
Skills
Social Media, Creative Problem Solving, Advertising Sales, Public Speaking, Event Planning, Media Relations, Team Leadership, Personal Branding, Marketing Communications, Brand Development, Fundraising, Event Management, Public Relations, Microsoft Office, Microsoft Excel, Blogging, Social Networking, Facebook, Nonprofits, PowerPoint, Social Media Marketing, Corporate Communications, Customer Service, Marketing, Sales, Sports, Sports Marketing, Press Releases, Tumblr, Instagram, Blogger, Photography, Web Design
Education
University of Kentucky 2009 — 2013
Bachelor of Science (BS), Corporate Communications
Adlai E. Stevenson High School 2005 — 2009
High School Diploma
Major League Baseball June 2013 - Present
Covering the Bases September 2013 - Present
Lexington Legends December 2012 - May 2013
First Investors May 2012 - May 2013
Southern Proper August 2009 - May 2013
BlueTique Cheap Chic September 2011 - December 2012
Keeneland Association August 2009 - May 2010
Skills
Social Media, Creative Problem Solving, Advertising Sales, Public Speaking, Event Planning, Media Relations, Team Leadership, Personal Branding, Marketing Communications, Brand Development, Fundraising, Event Management, Public Relations, Microsoft Office, Microsoft Excel, Blogging, Social Networking, Facebook, Nonprofits, PowerPoint, Social Media Marketing, Corporate Communications, Customer Service, Marketing, Sales, Sports, Sports Marketing, Press Releases, Tumblr, Instagram, Blogger, Photography, Web Design
Education
University of Kentucky 2009 — 2013
Bachelor of Science (BS), Corporate Communications
Adlai E. Stevenson High School 2005 — 2009
High School Diploma
Neil Lanham's First Investors Experience May 2014 - August 2014
Job Logistics Account Executive at Total Quality Logistics
Industry Retail
Experience
Total Quality Logistics August 2014 - Present
First Investors May 2014 - August 2014
Skills
Microsoft Excel, Customer Service, Public Speaking
Education
University of Kentucky 2010 — 2014
Total Quality Logistics August 2014 - Present
First Investors May 2014 - August 2014
Skills
Microsoft Excel, Customer Service, Public Speaking
Education
University of Kentucky 2010 — 2014
Evan Howard's First Investors Experience January 2015 - Present
Job Senior at the University of Kentucky
Industry Financial Services
Experience
First Investors January 2015 - Present
Skills
Economics, Microsoft Word, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Research, Teamwork, English, Customer Service, Classroom, GIS, Social Networking, Public Speaking, Time Management
Education
University of Kentucky 2012 — 2016
Finance, Marketing, International Business
Harlan High School 2008 — 2012
First Investors January 2015 - Present
Skills
Economics, Microsoft Word, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Research, Teamwork, English, Customer Service, Classroom, GIS, Social Networking, Public Speaking, Time Management
Education
University of Kentucky 2012 — 2016
Finance, Marketing, International Business
Harlan High School 2008 — 2012
Mandy Guo Mandy Guo's First Investors Experience October 2012 - December 2012
Job Supply Chain Analyst Intern at FMC Technologies
Industry Logistics and Supply Chain
Experience
FMC Technologies October 2014 - Present
Baker Hughes June 2014 - August 2014
Louis Vuitton December 2012 - May 2014
The Lab Consulting November 2013 - January 2014
First Investors October 2012 - December 2012
Sushi King July 2011 - October 2012
Sugar Land Pediatrics August 2009 - June 2010
Skills
Proficient in Microsoft..., Trilingual: English,..., Product Marketing, Strategy, Marketing, Competitive Analysis, Lead Generation, Analysis, Budgets, Marketing Research, Customer Retention, Management, Marketing Strategy, Leadership, Social Media, Research, Supply Chain Management, Training, Data Analysis, Team Leadership
Education
University of Houston 2011 — 2015
Bachelor of Business Administration (B.B.A.), Supply Chain Management
William P. Clements High School 2007 — 2011
Diploma
FMC Technologies October 2014 - Present
Baker Hughes June 2014 - August 2014
Louis Vuitton December 2012 - May 2014
The Lab Consulting November 2013 - January 2014
First Investors October 2012 - December 2012
Sushi King July 2011 - October 2012
Sugar Land Pediatrics August 2009 - June 2010
Skills
Proficient in Microsoft..., Trilingual: English,..., Product Marketing, Strategy, Marketing, Competitive Analysis, Lead Generation, Analysis, Budgets, Marketing Research, Customer Retention, Management, Marketing Strategy, Leadership, Social Media, Research, Supply Chain Management, Training, Data Analysis, Team Leadership
Education
University of Houston 2011 — 2015
Bachelor of Business Administration (B.B.A.), Supply Chain Management
William P. Clements High School 2007 — 2011
Diploma
Stephen Olert Stephen Olert's First Investors Experience May 2007 - October 2007
Job Underwriting Case Manager at AXA
Industry Financial Services
Experience
AXA April 2014 - Present
Northwestern Mutual August 2013 - November 2013
T. Rowe Price April 2012 - July 2013
T. Rowe Price February 2011 - April 2012
Carpet & Wood Floor Liquidators July 2009 - November 2010
Carpet & Wood Floor Liquidators May 2008 - June 2009
Wachovia FirstPlace January 2008 - March 2008
First Investors May 2007 - October 2007
UNC-Charlotte Housing and Residence Life May 2006 - June 2007
Your Event Source 2004 - 2007
Skills
Investments, Microsoft Office, Portfolio Management, Social Media, Excel, Customer Service, PowerPoint, Word, Customer Relations, Outlook, Facebook, Microsoft Word, Microsoft Excel, Sales, Account Management, Insurance
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2007
BSBA, Finance
Myers Park High 1999 — 2003
AXA April 2014 - Present
Northwestern Mutual August 2013 - November 2013
T. Rowe Price April 2012 - July 2013
T. Rowe Price February 2011 - April 2012
Carpet & Wood Floor Liquidators July 2009 - November 2010
Carpet & Wood Floor Liquidators May 2008 - June 2009
Wachovia FirstPlace January 2008 - March 2008
First Investors May 2007 - October 2007
UNC-Charlotte Housing and Residence Life May 2006 - June 2007
Your Event Source 2004 - 2007
Skills
Investments, Microsoft Office, Portfolio Management, Social Media, Excel, Customer Service, PowerPoint, Word, Customer Relations, Outlook, Facebook, Microsoft Word, Microsoft Excel, Sales, Account Management, Insurance
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2007
BSBA, Finance
Myers Park High 1999 — 2003
Kelsea Tomko's First Investors Experience January 2013 - October 2013
Job Research Associate at Arnold Grant Real Estate Appraisal
Industry
Experience
Arnold J. Grant Associates, Inc. July 2014 - Present
Engineering Services and Products Company October 2013 - July 2014
First Investors January 2013 - October 2013
Elegantly Designed January 2009 - October 2013
Vector Marketing December 2012 - March 2013
Skills
Sales, Jewelry Design, Silversmithing, GIS, Microsoft Office, Public Speaking, Jewelry, Customer Service, Social Media, Prezi, Public Relations, Event Planning, Reputation Management, Marketing Communications, Stage Management, Risk Management, Entrepreneurship, Choreography, Project Management, Social Networking, Online Marketing, Social Media Marketing, Data Analysis
Education
The University of Connecticut 2008 — 2012
Bachelor of the Arts in the School of Liberal Arts and Sciences, Physical Geography with Business Minor, 3.6/4.0
University of Connecticut
Geography, Minor in Business, Geography
Arnold J. Grant Associates, Inc. July 2014 - Present
Engineering Services and Products Company October 2013 - July 2014
First Investors January 2013 - October 2013
Elegantly Designed January 2009 - October 2013
Vector Marketing December 2012 - March 2013
Skills
Sales, Jewelry Design, Silversmithing, GIS, Microsoft Office, Public Speaking, Jewelry, Customer Service, Social Media, Prezi, Public Relations, Event Planning, Reputation Management, Marketing Communications, Stage Management, Risk Management, Entrepreneurship, Choreography, Project Management, Social Networking, Online Marketing, Social Media Marketing, Data Analysis
Education
The University of Connecticut 2008 — 2012
Bachelor of the Arts in the School of Liberal Arts and Sciences, Physical Geography with Business Minor, 3.6/4.0
University of Connecticut
Geography, Minor in Business, Geography
A. Carolina Jolly, CFA A. Carolina Jolly, CFA's First Investors Experience June 2014 - August 2014
Job Research Analyst at Gabelli & Co
Industry Investment Management
Experience
Gabelli June 2015 - Present
The Wharton School July 2013 - May 2015
First Investors June 2014 - August 2014
Glenmede June 2013 - November 2013
Glenmede August 2012 - November 2013
Glenmede Investment Management November 2011 - January 2013
Glenmede Investment Management November 2008 - October 2011
Skills
Equities, Investments, Financial Modeling, Private Equity, Corporate Finance, Securities, Series 63, Finance, Microsoft Excel, Asset Management
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance, Entrepreneurial Management
Williams College 2004 — 2008
BA, Economics
Tower Hill School 2000 — 2004
Gabelli June 2015 - Present
The Wharton School July 2013 - May 2015
First Investors June 2014 - August 2014
Glenmede June 2013 - November 2013
Glenmede August 2012 - November 2013
Glenmede Investment Management November 2011 - January 2013
Glenmede Investment Management November 2008 - October 2011
Skills
Equities, Investments, Financial Modeling, Private Equity, Corporate Finance, Securities, Series 63, Finance, Microsoft Excel, Asset Management
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance, Entrepreneurial Management
Williams College 2004 — 2008
BA, Economics
Tower Hill School 2000 — 2004
Richard Burritt's First Investors Experience 1987 - 1988
Job Business Systems Analyst | Delivery Manager
Industry Information Technology and Services
Experience
Burritt Consulting 2008 - Present
Core Learning Services, Inc. 2004 - Present
Analogic 2000 - 2007
First Data Investor Services Group 1998 - 1999
Investment Company Administration Corporation 1994 - 1997
Huntington Advisors 1989 - 1994
Investors Fiduciary Trust Company 1988 - 1989
First Investors 1987 - 1988
Education
University of Nebraska at Kearney
B.S. Business Administration, Finance emphasis
Burritt Consulting 2008 - Present
Core Learning Services, Inc. 2004 - Present
Analogic 2000 - 2007
First Data Investor Services Group 1998 - 1999
Investment Company Administration Corporation 1994 - 1997
Huntington Advisors 1989 - 1994
Investors Fiduciary Trust Company 1988 - 1989
First Investors 1987 - 1988
Education
University of Nebraska at Kearney
B.S. Business Administration, Finance emphasis
Pranay Kalra's First Investors Experience May 2013 - July 2013
Job Financial Services Consultant at EY
Industry Management Consulting
Experience
EY August 2014 - Present
Terry College of Business April 2013 - May 2014
Mazzone & Associates October 2013 - November 2013
Bloomberg LP August 2013 - November 2013
First Investors May 2013 - July 2013
TATA Power June 2011 - July 2011
Calvin Electronics Systems May 2009 - May 2010
Skills
Financial Analysis, Microsoft Office, Management, Finance, PowerPoint, Microsoft Excel, Mergers & Acquisitions, Financial Modeling, Investment Banking, Leadership, Accounting, Data Analysis, Market Research
Education
University of Georgia - Terry College of Business 2010 — 2014
Bachelor of Business Administration (BBA) Finance, 3.65
EY August 2014 - Present
Terry College of Business April 2013 - May 2014
Mazzone & Associates October 2013 - November 2013
Bloomberg LP August 2013 - November 2013
First Investors May 2013 - July 2013
TATA Power June 2011 - July 2011
Calvin Electronics Systems May 2009 - May 2010
Skills
Financial Analysis, Microsoft Office, Management, Finance, PowerPoint, Microsoft Excel, Mergers & Acquisitions, Financial Modeling, Investment Banking, Leadership, Accounting, Data Analysis, Market Research
Education
University of Georgia - Terry College of Business 2010 — 2014
Bachelor of Business Administration (BBA) Finance, 3.65
Beri Polonitza Beri Polonitza's First Investors Experience June 2011 - January 2012
Job Promoter at Level
Industry Health, Wellness and Fitness
Experience
Le-Vel.com August 2015 - Present
CLE International October 2012 - November 2013
Moe's Bagels May 2012 - August 2012
First Investors June 2011 - January 2012
Sodexo 2008 - 2010
Skills
Human Communication, Exceptional People..., Enthusiasm to learn, Positive Can-do Attitude, Thinking Outside The Box, Phone Etiquette, Peer Support, Group Work, Works well individually, Client Counseling, Passion for Helping..., Positive Energy, Learn New Software..., Microsoft Office, Access, Research, Writing, Organization, Data Entry, Trade Shows, Cold Calling Experience, Accounts Payable, Cash Register, Barista Training, Singing, Latin Dance, Sports, Nonprofits
Education
University of Denver 2007 — 2011
BA, Communication Studies and Spanish
Le-Vel.com August 2015 - Present
CLE International October 2012 - November 2013
Moe's Bagels May 2012 - August 2012
First Investors June 2011 - January 2012
Sodexo 2008 - 2010
Skills
Human Communication, Exceptional People..., Enthusiasm to learn, Positive Can-do Attitude, Thinking Outside The Box, Phone Etiquette, Peer Support, Group Work, Works well individually, Client Counseling, Passion for Helping..., Positive Energy, Learn New Software..., Microsoft Office, Access, Research, Writing, Organization, Data Entry, Trade Shows, Cold Calling Experience, Accounts Payable, Cash Register, Barista Training, Singing, Latin Dance, Sports, Nonprofits
Education
University of Denver 2007 — 2011
BA, Communication Studies and Spanish
JewelLee Studley JewelLee Studley's First Investors Experience June 2012 - September 2012
Job Credit Analyst
Industry Financial Services
Experience
United Auto Credit Corporation November 2013 - Present
AXA Advisors November 2012 - November 2013
First Investors June 2012 - September 2012
Skills
Logical Thinker, Statistics, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Oral & Written..., Eagerness to Learn, Learn New Software..., Matlab, Data Entry, Close Attention to..., Financial Modeling, Highly detail oriented, Finance, Teamwork, Time Management, Telephone Skills, Critical Thinking, Spreadsheets, Troubleshooting, Research, Access, Financial Services, Wealth Management, Interpersonal..., Retirement Planning, Online Research, Outlook, Credit, Credit Analysis, Relationship Management, Risk Management, Microsoft Office 2007, Mutual Funds, Strategic Financial..., Loans, Customer Satisfaction, Asset Allocation
Education
State University of New York at Albany 2008 — 2012
Bachelor of Science (B.S.), Actuarial and Mathematical Sciences
United Auto Credit Corporation November 2013 - Present
AXA Advisors November 2012 - November 2013
First Investors June 2012 - September 2012
Skills
Logical Thinker, Statistics, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Oral & Written..., Eagerness to Learn, Learn New Software..., Matlab, Data Entry, Close Attention to..., Financial Modeling, Highly detail oriented, Finance, Teamwork, Time Management, Telephone Skills, Critical Thinking, Spreadsheets, Troubleshooting, Research, Access, Financial Services, Wealth Management, Interpersonal..., Retirement Planning, Online Research, Outlook, Credit, Credit Analysis, Relationship Management, Risk Management, Microsoft Office 2007, Mutual Funds, Strategic Financial..., Loans, Customer Satisfaction, Asset Allocation
Education
State University of New York at Albany 2008 — 2012
Bachelor of Science (B.S.), Actuarial and Mathematical Sciences
Travis Stephenson's First Investors Experience May 2009 - October 2009
Job Sales Associate
Industry Food & Beverages
Experience
The Chop House March 2005 - Present
Connor Concepts 2005 - Present
First Investors May 2009 - October 2009
Skills
Microsoft Excel, Microsoft Word, Accounting, Financial Analysis, Accounts Payable, Accounts Receivable, CPA Candidate, Microsoft PowerPoint, Financial Reporting, General Ledger, Auditing, Financial Accounting, Bookkeeping, Microsoft Access, SQL, Leadership, Sales, Direct Sales
Education
University of Kentucky 2007 — 2011
Bachelor of Science in Accounting (BSA), Accounting, 3.2
University of Kentucky 2007 — 2011
Bachelor of Business Administration (BBA), Finance
The Chop House March 2005 - Present
Connor Concepts 2005 - Present
First Investors May 2009 - October 2009
Skills
Microsoft Excel, Microsoft Word, Accounting, Financial Analysis, Accounts Payable, Accounts Receivable, CPA Candidate, Microsoft PowerPoint, Financial Reporting, General Ledger, Auditing, Financial Accounting, Bookkeeping, Microsoft Access, SQL, Leadership, Sales, Direct Sales
Education
University of Kentucky 2007 — 2011
Bachelor of Science in Accounting (BSA), Accounting, 3.2
University of Kentucky 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Alicia Chao Alicia Chao's First Investors Experience January 2014 - March 2014
Job English and Business Administration graduate, Experienced in Communications, Interested in Market Research and Analysis
Industry Marketing and Advertising
Experience
Recent graduate seeking marketing opportunities June 2010 - Present
New York & Company October 2013 - May 2014
First Investors January 2014 - March 2014
Sigma Kappa Sorority November 2011 - November 2012
Skills
Leadership, Research, Social Media, Microsoft Word, Public Speaking, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Sales, Marketing, Communication, Teamwork, Merchandising
Education
University of California, Riverside 2010 — 2015
Bachelor of Arts (BA), English, Business Administration minor
Redwood High School 2006 — 2010
4.17
Recent graduate seeking marketing opportunities June 2010 - Present
New York & Company October 2013 - May 2014
First Investors January 2014 - March 2014
Sigma Kappa Sorority November 2011 - November 2012
Skills
Leadership, Research, Social Media, Microsoft Word, Public Speaking, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Sales, Marketing, Communication, Teamwork, Merchandising
Education
University of California, Riverside 2010 — 2015
Bachelor of Arts (BA), English, Business Administration minor
Redwood High School 2006 — 2010
4.17
Elizabeth Fleischer's First Investors Experience June 2015 - July 2015
Job Business Journalism and Peace, War, & Defense Student at UNCChapel Hill
Industry
Experience
UNC Management Company August 2015 - Present
Carolina Football August 2014 - Present
First Investors June 2015 - July 2015
Eric Mower + Associates June 2015 - July 2015
Grant Thornton LLP May 2015 - May 2015
The Charlotte Observer May 2014 - July 2014
Education
University of North Carolina at Chapel Hill 2013 — 2017
B.A. Business Journalism; Second Major:Peace, War, & Defense; Minor:Islamic & Middle Eastern Studies
Charlotte Christian High School 2009 — 2013
High School Diploma
UNC Management Company August 2015 - Present
Carolina Football August 2014 - Present
First Investors June 2015 - July 2015
Eric Mower + Associates June 2015 - July 2015
Grant Thornton LLP May 2015 - May 2015
The Charlotte Observer May 2014 - July 2014
Education
University of North Carolina at Chapel Hill 2013 — 2017
B.A. Business Journalism; Second Major:Peace, War, & Defense; Minor:Islamic & Middle Eastern Studies
Charlotte Christian High School 2009 — 2013
High School Diploma
Justin Buddy Arce's First Investors Experience March 2014 - Present
Job Assistant Vice President and Assistant Branch Manager
Industry Financial Services
Experience
First Investors Advisory Services, LLC January 2015 - Present
First Investors March 2014 - Present
First Investors October 2013 - Present
First Investors Corporation June 2010 - Present
First Investors December 2009 - June 2010
UC Irvine September 2007 - June 2010
Origaudio 2009 - 2010
Pacific Monarch Resorts January 2008 - January 2009
Education
UC Irvine 2006 — 2010
BA, Economics, Chicano/Latino Studies
Damien High School 2002 — 2006
First Investors Advisory Services, LLC January 2015 - Present
First Investors March 2014 - Present
First Investors October 2013 - Present
First Investors Corporation June 2010 - Present
First Investors December 2009 - June 2010
UC Irvine September 2007 - June 2010
Origaudio 2009 - 2010
Pacific Monarch Resorts January 2008 - January 2009
Education
UC Irvine 2006 — 2010
BA, Economics, Chicano/Latino Studies
Damien High School 2002 — 2006
Preston Vock Preston Vock's First Investors Experience May 2010 - August 2010
Job Tax Associate Wealth Mangement Tax Services at PwC
Industry Accounting
Experience
PwC January 2014 - Present
Westinghouse Electric Company May 2011 - August 2011
First Investors May 2010 - August 2010
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2012 — 2013
Master of Science (MS), Accounting
University of Pittsburgh 2008 — 2012
Bachelor of Science (BS), Business Administration, Accouting
PwC January 2014 - Present
Westinghouse Electric Company May 2011 - August 2011
First Investors May 2010 - August 2010
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2012 — 2013
Master of Science (MS), Accounting
University of Pittsburgh 2008 — 2012
Bachelor of Science (BS), Business Administration, Accouting
Rebecca Amerson Rebecca Amerson's First Investors Experience November 2006 - March 2008
Job Property and Casualty Agent at Chalk & Gibbs Insurance and Real Estate
Industry Insurance
Experience
Chalk & Gibbs Insurance and Real Estate August 2012 - Present
Northwestern Mutual May 2008 - January 2009
First Investors November 2006 - March 2008
Skills
Property and Casualty..., Responsible,..., Property & Casualty..., Insurance, Underwriting, General Insurance, Casualty, Liability, Umbrella Insurance, Professional Liability, Life Insurance, Term Life Insurance, Brokers, Claim, Fixed Annuities, Small Business, Inland Marine, Customer Service, Microsoft Office, Licensed Property &..., Homeowners
Education
University of North Carolina at Wilmington 2003 — 2006
Bachelor’s Degree, Business Administration, Finance
Arendell Parrott Academy and West Cartert High School
Chalk & Gibbs Insurance and Real Estate August 2012 - Present
Northwestern Mutual May 2008 - January 2009
First Investors November 2006 - March 2008
Skills
Property and Casualty..., Responsible,..., Property & Casualty..., Insurance, Underwriting, General Insurance, Casualty, Liability, Umbrella Insurance, Professional Liability, Life Insurance, Term Life Insurance, Brokers, Claim, Fixed Annuities, Small Business, Inland Marine, Customer Service, Microsoft Office, Licensed Property &..., Homeowners
Education
University of North Carolina at Wilmington 2003 — 2006
Bachelor’s Degree, Business Administration, Finance
Arendell Parrott Academy and West Cartert High School
Chelsea Elander's First Investors Experience May 2012 - October 2012
Job Clinical Trial Material Management Specialist at Sunovion Pharmaceuticals Inc.
Industry Pharmaceuticals
Experience
Sunovion Pharmaceuticals Inc. February 2014 - Present
ClinPlan November 2012 - February 2014
First Investors May 2012 - October 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Event Planning, Time Management, Food Safety, Strategic Planning, Troubleshooting, Clinical Trials, Clinical Data Management, Training, Presentations, Database Design, Data Management, Relationship Management, System Administration, System Testing, Health, Human Nutrition, Forecasting, Vendor Management, Meet Deadlines, Pharmaceutical Industry, SOP development, Work Instructions, Team Leadership, Delegation, Oversight, Business Travel
Education
University of Delaware 2009 — 2012
Bachelor of Applied Science (BASc), Dietetics/Dietitian, Dean's List Honors
Sunovion Pharmaceuticals Inc. February 2014 - Present
ClinPlan November 2012 - February 2014
First Investors May 2012 - October 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Event Planning, Time Management, Food Safety, Strategic Planning, Troubleshooting, Clinical Trials, Clinical Data Management, Training, Presentations, Database Design, Data Management, Relationship Management, System Administration, System Testing, Health, Human Nutrition, Forecasting, Vendor Management, Meet Deadlines, Pharmaceutical Industry, SOP development, Work Instructions, Team Leadership, Delegation, Oversight, Business Travel
Education
University of Delaware 2009 — 2012
Bachelor of Applied Science (BASc), Dietetics/Dietitian, Dean's List Honors
Paul Tomasello Paul Tomasello's First Investors Experience June 2001 - February 2007
Job Regional Sales Consultant at Prudential
Industry Financial Services
Experience
Prudential Annuites September 2011 - June 2015
MetLife - Barnum Financial Group February 2007 - July 2011
First Investors June 2001 - February 2007
Skills
Series 26, Series 6, Series 63, Life and Variable..., Property & Casualty..., Sales, Sales Management, Financial Services, Mutual Funds, Portfolio Management, Investments, Finance, Insurance, Customer Service, Retirement Planning, Retirement, Securities, Life Insurance, Variable Annuities, Annuity Sales, College Savings Plans, Retirement Savings
Education
Quinnipiac University - School of Business 1996 — 1998
Bachelor's degree, Finance and Financial Management Services
University of Massachusetts, Amherst 1994 — 1996
Financial Management
Prudential Annuites September 2011 - June 2015
MetLife - Barnum Financial Group February 2007 - July 2011
First Investors June 2001 - February 2007
Skills
Series 26, Series 6, Series 63, Life and Variable..., Property & Casualty..., Sales, Sales Management, Financial Services, Mutual Funds, Portfolio Management, Investments, Finance, Insurance, Customer Service, Retirement Planning, Retirement, Securities, Life Insurance, Variable Annuities, Annuity Sales, College Savings Plans, Retirement Savings
Education
Quinnipiac University - School of Business 1996 — 1998
Bachelor's degree, Finance and Financial Management Services
University of Massachusetts, Amherst 1994 — 1996
Financial Management
Healy Vandeveer Healy Vandeveer's First Investors Experience November 2014 - April 2015
Job Dedicated, motivated and hardworking business graduate, to serve as a dynamic, integral part of an organization
Industry Banking
Experience
First Investors November 2014 - April 2015
UMKC August 2010 - May 2013
Premier Mortgage LLC September 2002 - January 2005
Affordable Manegment June 1995 - December 1999
Century Finance Inc. March 1989 - June 1995
Skills
Management, Real Estate Financing, Loan Origination, Finance, Financial Analysis, Banking, Financial Modeling, Microsoft Excel, Mortgage Lending, Investments, Credit, Strategic Financial..., Real Estate, Risk Management, Portfolio Management, Loans, Valuation, Credit Analysis, Customer Service, Leadership, Microsoft Office, Public Speaking, Team Building, Strategic Planning, Marketing, Sales, Social Media, Analysis, Team Leadership, Business Strategy, Marketing Strategy, Financial Planning
Education
University of Missouri-Kansas City 2010 — 2013
Bachelor's Degree, Finance, General, 2.97
Maple woods Community College 2008 — 2010
Associate of Arts (A.A.), Business/Commerce, General, 3.125
First Investors November 2014 - April 2015
UMKC August 2010 - May 2013
Premier Mortgage LLC September 2002 - January 2005
Affordable Manegment June 1995 - December 1999
Century Finance Inc. March 1989 - June 1995
Skills
Management, Real Estate Financing, Loan Origination, Finance, Financial Analysis, Banking, Financial Modeling, Microsoft Excel, Mortgage Lending, Investments, Credit, Strategic Financial..., Real Estate, Risk Management, Portfolio Management, Loans, Valuation, Credit Analysis, Customer Service, Leadership, Microsoft Office, Public Speaking, Team Building, Strategic Planning, Marketing, Sales, Social Media, Analysis, Team Leadership, Business Strategy, Marketing Strategy, Financial Planning
Education
University of Missouri-Kansas City 2010 — 2013
Bachelor's Degree, Finance, General, 2.97
Maple woods Community College 2008 — 2010
Associate of Arts (A.A.), Business/Commerce, General, 3.125
Par Johnsson Par Johnsson's First Investors Experience November 1994 - June 1995
Job Associate Manager, Distributor Performance at Pepperidge Farm
Industry Wine and Spirits
Experience
Pepperidge Farm August 2015 - Present
Diageo: The world’s largest producer of spirits, beer, and wine with over $20 billion in sales. February 2008 - July 2015
Michael Page International: One of the world’s most respected recruitment consultancies. April 2005 - January 2008
Time Warner Cable: The second-largest cable telecommunications carrier in the U.S. March 2002 - March 2005
State of New York Financial Controal Board - http://www.fcb.state.ny.us/ June 2001 - February 2002
Morgan Stanley Wealth Management; Pacific Alliance; J. Crew; and several other organisations July 2000 - May 2001
NetSpeak Corporation March 1996 - August 1998
Alaron Trading January 1996 - April 1997
First Investors November 1994 - June 1995
The Royal Swedish Armed Forces 1988 - 1990
Skills
Negotiation, Trading, Budgeting, Financial Analysis, SAP, P&L, Financial Reporting, Financial Modeling, People Management, Financial Planning, Consumer Insights, Strategic Financial..., Finance, Budgets, Business Development, Customer Insight, Forecasting, Management, Pricing, Process Improvement, FMCG, Strategic Planning, Strategy, Analysis, Marketing Strategy
Education
University of Gothenburg 1998 — 2000
Master's Degree, Finance
University of South Alabama 1991 — 1994
Bachelor's Degree, Business Administration and Finance, 3.7
Pepperidge Farm August 2015 - Present
Diageo: The world’s largest producer of spirits, beer, and wine with over $20 billion in sales. February 2008 - July 2015
Michael Page International: One of the world’s most respected recruitment consultancies. April 2005 - January 2008
Time Warner Cable: The second-largest cable telecommunications carrier in the U.S. March 2002 - March 2005
State of New York Financial Controal Board - http://www.fcb.state.ny.us/ June 2001 - February 2002
Morgan Stanley Wealth Management; Pacific Alliance; J. Crew; and several other organisations July 2000 - May 2001
NetSpeak Corporation March 1996 - August 1998
Alaron Trading January 1996 - April 1997
First Investors November 1994 - June 1995
The Royal Swedish Armed Forces 1988 - 1990
Skills
Negotiation, Trading, Budgeting, Financial Analysis, SAP, P&L, Financial Reporting, Financial Modeling, People Management, Financial Planning, Consumer Insights, Strategic Financial..., Finance, Budgets, Business Development, Customer Insight, Forecasting, Management, Pricing, Process Improvement, FMCG, Strategic Planning, Strategy, Analysis, Marketing Strategy
Education
University of Gothenburg 1998 — 2000
Master's Degree, Finance
University of South Alabama 1991 — 1994
Bachelor's Degree, Business Administration and Finance, 3.7
David Harvey Jr.'s First Investors Experience April 2010 - August 2010
Job Associate Client Advisor at PNC Institutional Asset Management
Industry Investment Management
Experience
PNC March 2014 - Present
BNY Mellon December 2013 - March 2014
BNY Mellon July 2011 - December 2013
First Investors April 2010 - August 2010
PNC May 2007 - August 2007
Skills
Investments, Financial Services, Asset Management, Reporting & Analysis, Organizational..., Operational Risk..., Banking, Equities, Finance, Securities, Trading, Middle Office, Team Leadership, Bloomberg, Settlement, Bonds, System Testing, Corporate Communications, Fixed Income, Derivatives, Mutual Funds, Financial Markets, Portfolio Management, Hedge Funds, Capital Markets
Education
University of Pittsburgh 2007 — 2011
Bachelor's Degree, Finance and Economics
PNC March 2014 - Present
BNY Mellon December 2013 - March 2014
BNY Mellon July 2011 - December 2013
First Investors April 2010 - August 2010
PNC May 2007 - August 2007
Skills
Investments, Financial Services, Asset Management, Reporting & Analysis, Organizational..., Operational Risk..., Banking, Equities, Finance, Securities, Trading, Middle Office, Team Leadership, Bloomberg, Settlement, Bonds, System Testing, Corporate Communications, Fixed Income, Derivatives, Mutual Funds, Financial Markets, Portfolio Management, Hedge Funds, Capital Markets
Education
University of Pittsburgh 2007 — 2011
Bachelor's Degree, Finance and Economics
Eric Folland's First Investors Experience January 1991 - January 1996
Job Strategic Alliances Account Executive at US Information Technologies
Industry Information Technology and Services
Experience
US Information Technologies March 2015 - Present
US Information Technologies May 2013 - March 2015
Siemens Energy April 2008 - December 2012
University of Central Florida January 2006 - December 2007
Construction Data Company August 2005 - August 2006
Foundation Financial January 1996 - March 2004
First Investors January 1991 - January 1996
Skills
Strategic Partnerships, Experienced Sales..., Oracle Applications, Oracle E-Business Suite, Oracle Database, Strategic Sourcing, Analysis, Access, SAP, Management, Databases, Microsoft Excel, SAP BW
Education
University of Central Florida
BSBA, Managerial (Cost) Accounting
US Information Technologies March 2015 - Present
US Information Technologies May 2013 - March 2015
Siemens Energy April 2008 - December 2012
University of Central Florida January 2006 - December 2007
Construction Data Company August 2005 - August 2006
Foundation Financial January 1996 - March 2004
First Investors January 1991 - January 1996
Skills
Strategic Partnerships, Experienced Sales..., Oracle Applications, Oracle E-Business Suite, Oracle Database, Strategic Sourcing, Analysis, Access, SAP, Management, Databases, Microsoft Excel, SAP BW
Education
University of Central Florida
BSBA, Managerial (Cost) Accounting
Ashley August Ashley August's First Investors Experience August 2012 - April 2013
Job Forecast Analyst at C.H. Guenther & Son, Inc.
Industry Consumer Goods
Experience
C.H. Guenther & Son, Inc. January 2013 - Present
Brainiac Tutoring LLC August 2011 - August 2013
First Investors August 2012 - April 2013
Skills
Tutoring, Curriculum Development, Teaching, Academic Tutoring, Research, ESL, Microsoft Office, Lecturing, Lesson Planning, Elementary Education, Corporate Finance, Personal Finance, Managerial Finance, Financial Analysis, Financial Reporting, Financial Accounting, Financial Services, Financial Statements, Strategic Financial..., Demand Forecasting, SAP, Mathematics, Applied Mathematics, Mathematical Analysis, Spanish-English, Demand Management, Stock Market Analysis
Education
Trinity University 2009 — 2013
Bachelor of Science (BS), Business Finance
C.H. Guenther & Son, Inc. January 2013 - Present
Brainiac Tutoring LLC August 2011 - August 2013
First Investors August 2012 - April 2013
Skills
Tutoring, Curriculum Development, Teaching, Academic Tutoring, Research, ESL, Microsoft Office, Lecturing, Lesson Planning, Elementary Education, Corporate Finance, Personal Finance, Managerial Finance, Financial Analysis, Financial Reporting, Financial Accounting, Financial Services, Financial Statements, Strategic Financial..., Demand Forecasting, SAP, Mathematics, Applied Mathematics, Mathematical Analysis, Spanish-English, Demand Management, Stock Market Analysis
Education
Trinity University 2009 — 2013
Bachelor of Science (BS), Business Finance
Allie Kazarian's First Investors Experience July 2011 - November 2011
Job Sales Manager Midwest & West Territories at AvePoint
Industry Computer Software
Experience
AvePoint July 2015 - Present
AvePoint September 2013 - Present
AvePoint December 2011 - Present
First Investors July 2011 - November 2011
America Reads/America Counts September 2007 - May 2011
Skills
Sales, Cold Calling, Account Management, Microsoft Dynamics, Solution Selling, Salesforce.com, Cloud Computing, Lead Generation, Professional Services, Sales Process, CRM, Direct Sales, Enterprise Software, SaaS, Sales Presentations, Microsoft Office
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Highland Park High School
AvePoint July 2015 - Present
AvePoint September 2013 - Present
AvePoint December 2011 - Present
First Investors July 2011 - November 2011
America Reads/America Counts September 2007 - May 2011
Skills
Sales, Cold Calling, Account Management, Microsoft Dynamics, Solution Selling, Salesforce.com, Cloud Computing, Lead Generation, Professional Services, Sales Process, CRM, Direct Sales, Enterprise Software, SaaS, Sales Presentations, Microsoft Office
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Highland Park High School
Katarina Luptowitz's First Investors Experience June 2013 - September 2013
Job Administrative Professional | Entrepreneur | Marketing Assistant
Industry Marketing and Advertising
Experience
Kettner Exchange October 2014 - July 2015
Summit Funding, Inc. August 2014 - July 2015
Heavenly Couture Inc. October 2013 - June 2014
First Investors June 2013 - September 2013
God's Kitchen April 2012 - April 2012
Desert Regional Medical Center June 2004 - June 2008
VCA Animal Hospital September 2007 - April 2008
Skills
Receptionist Duties, Organization, Microsoft Office, Goal Oriented, Community Outreach, Bookkeeping, Client/server, Communication, Direct Sales, Time Management, Leadership, Social Media, PowerPoint, Social Networking, Microsoft Excel, Social Media Marketing, Research, Teamwork, Training
Education
University of California, Riverside 2008 — 2013
Bachelor of Arts (B.A.), Public Policy, Fifth year
Desert Chapel Christian High School 2004 — 2008
High School Diploma, High School/Secondary Diplomas and Certificates
Kettner Exchange October 2014 - July 2015
Summit Funding, Inc. August 2014 - July 2015
Heavenly Couture Inc. October 2013 - June 2014
First Investors June 2013 - September 2013
God's Kitchen April 2012 - April 2012
Desert Regional Medical Center June 2004 - June 2008
VCA Animal Hospital September 2007 - April 2008
Skills
Receptionist Duties, Organization, Microsoft Office, Goal Oriented, Community Outreach, Bookkeeping, Client/server, Communication, Direct Sales, Time Management, Leadership, Social Media, PowerPoint, Social Networking, Microsoft Excel, Social Media Marketing, Research, Teamwork, Training
Education
University of California, Riverside 2008 — 2013
Bachelor of Arts (B.A.), Public Policy, Fifth year
Desert Chapel Christian High School 2004 — 2008
High School Diploma, High School/Secondary Diplomas and Certificates
Douglas Halvorsen, CPCU, ARM's First Investors Experience June 2009 - August 2009
Job Commercial Insurance Underwriter at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance April 2013 - Present
Farmers Insurance January 2010 - April 2013
First Investors June 2009 - August 2009
Tulane University June 2006 - May 2009
Skills
Commercial Insurance, Risk Management, Insurance, Property & Casualty..., Enterprise Risk..., Risk Assessment, Financial Risk, General Insurance, Life Insurance, Umbrella Insurance, Underwriting, Reinsurance, Property Damage, Customer Service, Microsoft Excel, Variable Annuities
Education
Tulane University 2005 — 2009
Bachelor of Science in Management, Business Administration and Management, General, Information Systems
Farmers Insurance April 2013 - Present
Farmers Insurance January 2010 - April 2013
First Investors June 2009 - August 2009
Tulane University June 2006 - May 2009
Skills
Commercial Insurance, Risk Management, Insurance, Property & Casualty..., Enterprise Risk..., Risk Assessment, Financial Risk, General Insurance, Life Insurance, Umbrella Insurance, Underwriting, Reinsurance, Property Damage, Customer Service, Microsoft Excel, Variable Annuities
Education
Tulane University 2005 — 2009
Bachelor of Science in Management, Business Administration and Management, General, Information Systems
Andrew Toney's First Investors Experience June 2014 - October 2014
Job Financial Representative at First Investors
Industry Investment Management
Experience
First Investors June 2014 - October 2014
University of North Carolina Football Program January 2011 - May 2014
Skills
Team Leadership, Community Outreach, Strategic Planning, Fundraising, General Management, Communication, Task Management, Languages, International..., Strategic Leadership, International Project...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2014
Business Certificate
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (BA), International Studies
First Investors June 2014 - October 2014
University of North Carolina Football Program January 2011 - May 2014
Skills
Team Leadership, Community Outreach, Strategic Planning, Fundraising, General Management, Communication, Task Management, Languages, International..., Strategic Leadership, International Project...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2014
Business Certificate
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (BA), International Studies
Daniel Andreasen's First Investors Experience May 2015 - Present
Job Internship at First Investors
Industry Financial Services
Experience
First Investors May 2015 - Present
Stephen Hillenmeyer Landscape Services January 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Direct Sales, Leadership, Marketing, Team Building, Negotiation, Customer Service
Education
University of Kentucky 2012 — 2016
Bachelor of Science (B.S.), Finance, General
University of Kentucky 2012 — 2016
First Investors May 2015 - Present
Stephen Hillenmeyer Landscape Services January 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Direct Sales, Leadership, Marketing, Team Building, Negotiation, Customer Service
Education
University of Kentucky 2012 — 2016
Bachelor of Science (B.S.), Finance, General
University of Kentucky 2012 — 2016
Chase Campbell's First Investors Experience May 2014 - August 2014
Job Student at The University of Georgia
Industry Financial Services
Experience
Kappa Sigma Fraternity March 2014 - January 2015
First Investors May 2014 - August 2014
Taco Mac May 2012 - July 2014
Motorsports Capital LLC May 2013 - August 2013
Atlanta Motorsports Park May 2012 - August 2013
Ralph Lauren July 2009 - January 2012
Education
University of Georgia - Terry College of Business 2011 — 2016
Bachelor of Business Administration (BBA), Finance and Management Information Systems
Kappa Sigma Fraternity March 2014 - January 2015
First Investors May 2014 - August 2014
Taco Mac May 2012 - July 2014
Motorsports Capital LLC May 2013 - August 2013
Atlanta Motorsports Park May 2012 - August 2013
Ralph Lauren July 2009 - January 2012
Education
University of Georgia - Terry College of Business 2011 — 2016
Bachelor of Business Administration (BBA), Finance and Management Information Systems
Daniel DiVirgilio's First Investors Experience January 2011 - April 2011
Job North Tonawanda Police Department
Industry Law Enforcement
Experience
North Tonawanda Police Department July 2015 - Present
Citi June 2015 - July 2015
First Niagara Bank August 2012 - June 2015
Under Armour October 2009 - May 2013
First Investors January 2011 - April 2011
Wegmans Food Markets June 2004 - October 2009
Education
University at Buffalo 2006 — 2011
Bachelor’s Degree, Business Administration, Finance, Marketing
North Tonawanda Police Department July 2015 - Present
Citi June 2015 - July 2015
First Niagara Bank August 2012 - June 2015
Under Armour October 2009 - May 2013
First Investors January 2011 - April 2011
Wegmans Food Markets June 2004 - October 2009
Education
University at Buffalo 2006 — 2011
Bachelor’s Degree, Business Administration, Finance, Marketing
Justin Mosteller's First Investors Experience January 2014 - Present
Job Kentucky for Kentucky
Industry Consumer Goods
Experience
Kentucky for Kentucky December 2014 - Present
First Investors January 2014 - Present
Dixie Industrial Insulation June 2011 - August 2014
Skills
Finance, Time Management, Teamwork, Communication Skills, Microsoft Office, Outdoor Adventures, Analysis, Financial Analysis, Forecasting, Statistics
Education
University of Kentucky 2011 — 2015
Bachelor of Science (BS), Accounting & Finance
Kentucky for Kentucky December 2014 - Present
First Investors January 2014 - Present
Dixie Industrial Insulation June 2011 - August 2014
Skills
Finance, Time Management, Teamwork, Communication Skills, Microsoft Office, Outdoor Adventures, Analysis, Financial Analysis, Forecasting, Statistics
Education
University of Kentucky 2011 — 2015
Bachelor of Science (BS), Accounting & Finance
Scott Sondles's First Investors Experience February 2015 - Present
Job Helping you meet the financial goals that your lifestyle demands
Industry Investment Management
Experience
First Investors February 2015 - Present
Education
University of Kentucky 2007 — 2011
Finance & Economics
First Investors February 2015 - Present
Education
University of Kentucky 2007 — 2011
Finance & Economics
Stephen Finegan's First Investors Experience June 2015 - Present
Job Summer Intern at First Investors
Industry Financial Services
Experience
First Investors June 2015 - Present
Hamlin Capital Management June 2014 - August 2014
Skills
Business Strategy, Financial Analysis, Wealth Management, Management, Finance, Investments, Risk Management, Banking, Strategic Planning, Leadership, Portfolio Management, Microsoft Excel, Financial Modeling
Education
University of Massachusetts, Amherst 2012 — 2016
University of Massachusetts, Amherst 2012 — 2016
Business/Managerial Economics
First Investors June 2015 - Present
Hamlin Capital Management June 2014 - August 2014
Skills
Business Strategy, Financial Analysis, Wealth Management, Management, Finance, Investments, Risk Management, Banking, Strategic Planning, Leadership, Portfolio Management, Microsoft Excel, Financial Modeling
Education
University of Massachusetts, Amherst 2012 — 2016
University of Massachusetts, Amherst 2012 — 2016
Business/Managerial Economics
Lisa Finfrock Lisa Finfrock's First Investors Experience May 2015 - Present
Job
Industry Financial Services
Experience
First Investors May 2015 - Present
JDRF International January 2015 - March 2015
Longwood Gardens April 2012 - February 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Excel, Access, Analytical Reasoning, HTML, Financial Statement...
Education
University of Delaware 2012 — 2016
Bachelor's degree, Finance, General
First Investors May 2015 - Present
JDRF International January 2015 - March 2015
Longwood Gardens April 2012 - February 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Excel, Access, Analytical Reasoning, HTML, Financial Statement...
Education
University of Delaware 2012 — 2016
Bachelor's degree, Finance, General
Andrew David's First Investors Experience September 2014 - Present
Job Financial Services Representative at First Investors
Industry Investment Management
Experience
First Investors September 2014 - Present
Falck Safety Services (Global) June 2013 - September 2014
Qulart Online Magazine November 2012 - May 2013
PetroQuest Energy LLC August 2011 - July 2012
South Louisiana Community College December 2010 - July 2011
Cajun Fitness September 2008 - August 2009
Skills
SEM, SEO, SEMS, Microsoft Office, Microsoft Excel, Microsoft Word, Market Analysis, Google Analytics, Business Analysis, Data Analysis, Data Entry, Records Management, System Administration, Operations Management, Public Safety, Construction Safety, Fire Safety, Industrial Safety, Investment Advisory, Investment Strategies, Sales Management, Sales Presentations, Presentation Development, Written & Oral..., Technical Presentations, Presentation Design, Oral & Written..., Business Intelligence, Brand Development, Marketing Strategy, Marketing Management, Marketing Intelligence, Marketing Effectiveness, Gas, Customer Service, Supervisory Skills, Management, Energy, Oil & Gas
Education
University of Louisiana at Lafayette 2008 — 2013
Bachelor of Science in Business Administration, Business, Management, Marketing, General Sales, Marketing Research, and Finance
First Investors September 2014 - Present
Falck Safety Services (Global) June 2013 - September 2014
Qulart Online Magazine November 2012 - May 2013
PetroQuest Energy LLC August 2011 - July 2012
South Louisiana Community College December 2010 - July 2011
Cajun Fitness September 2008 - August 2009
Skills
SEM, SEO, SEMS, Microsoft Office, Microsoft Excel, Microsoft Word, Market Analysis, Google Analytics, Business Analysis, Data Analysis, Data Entry, Records Management, System Administration, Operations Management, Public Safety, Construction Safety, Fire Safety, Industrial Safety, Investment Advisory, Investment Strategies, Sales Management, Sales Presentations, Presentation Development, Written & Oral..., Technical Presentations, Presentation Design, Oral & Written..., Business Intelligence, Brand Development, Marketing Strategy, Marketing Management, Marketing Intelligence, Marketing Effectiveness, Gas, Customer Service, Supervisory Skills, Management, Energy, Oil & Gas
Education
University of Louisiana at Lafayette 2008 — 2013
Bachelor of Science in Business Administration, Business, Management, Marketing, General Sales, Marketing Research, and Finance
Mackenzie Hodge Mackenzie Hodge's First Investors Experience June 2012 - September 2012
Job Director of Marketing at The National Sports Forum
Industry Marketing and Advertising
Experience
The National Sports Forum February 2015 - Present
The National Sports Forum August 2013 - Present
First Investors June 2012 - September 2012
Portland Timbers June 2012 - September 2012
Columbia Distributing June 2012 - September 2012
University of Oregon Intramural Referee September 2011 - December 2011
Delta Gamma Fraternity March 2011 - December 2011
Portland Timbers June 2011 - September 2011
Niketown Portland June 2010 - September 2011
Skills
Excel, Word, InDesign, Accountability, Organizing, Problem Solving, Final Cut Pro, Advertising, Microsoft Word, Microsoft Excel, Leadership, Customer Service, Social Networking, Social Media, Marketing, Time Management, Event Planning, Management, Facebook, Event Management, Photoshop, Marketing Strategy, Social Media Marketing, Microsoft Office, PowerPoint, Sports, Sports Marketing, Marketing Communications, Communication, Teamwork, Email Marketing, Online Marketing, Brand Management, Online Advertising, Adobe Creative Suite, Journalism, CRM, Direct Marketing, Illustrator, Marketing Research, Events Coordination, Market Research
Education
University of Oregon 2009 — 2013
Bachelor of Arts, Journalism: Advertising
The National Sports Forum February 2015 - Present
The National Sports Forum August 2013 - Present
First Investors June 2012 - September 2012
Portland Timbers June 2012 - September 2012
Columbia Distributing June 2012 - September 2012
University of Oregon Intramural Referee September 2011 - December 2011
Delta Gamma Fraternity March 2011 - December 2011
Portland Timbers June 2011 - September 2011
Niketown Portland June 2010 - September 2011
Skills
Excel, Word, InDesign, Accountability, Organizing, Problem Solving, Final Cut Pro, Advertising, Microsoft Word, Microsoft Excel, Leadership, Customer Service, Social Networking, Social Media, Marketing, Time Management, Event Planning, Management, Facebook, Event Management, Photoshop, Marketing Strategy, Social Media Marketing, Microsoft Office, PowerPoint, Sports, Sports Marketing, Marketing Communications, Communication, Teamwork, Email Marketing, Online Marketing, Brand Management, Online Advertising, Adobe Creative Suite, Journalism, CRM, Direct Marketing, Illustrator, Marketing Research, Events Coordination, Market Research
Education
University of Oregon 2009 — 2013
Bachelor of Arts, Journalism: Advertising
Ray Baas, Jr's First Investors Experience 1991 - 1995
Job Loan Officer at Home 1st Lending
Industry Banking
Experience
Home 1st Lending January 2011 - February 2013
Best Mortgage Resource together with Bank of America May 2009 - November 2010
Eustis Mortgage 2010 - 2010
Gulf Coast Bank November 2003 - March 2009
HSBC April 2001 - November 2004
Beneficial 1999 - 2003
Ambassador Hotel February 2000 - October 2000
CREOLE HOUSE August 1990 - July 1995
First Investors 1991 - 1995
D & B FINANCIAL CONSULTANTS May 1989 - August 1990
Skills
Refinance, Mortgage, FHA, Mortgage Lending, VA, Conventional, Underwriting, Loans, Credit, Commercial Lending, USDA, Purchase, Loan Origination, Mortgage Industry, Mortgage Banking, Conforming, Investments, VA loans, Short Sales, Residential, Residential Mortgages, First Time Home Buyers, Mortgage Planning, Loan Structuring, Construction Loans, Investment Properties, Property Management, Home, Banking, Customer Relations, Rates, Credit Analysis, Customer Service, Financial Analysis, Debt Consolidation, Reverse Mortgages, Commercial Banking, Finance, Loan Servicing, FHA financing
Education
Strayer University 2011 — 2013
Bachelor's degree, Business - Management, 3.6
University of New Orleans 1989 — 1993
Business
Tulane University 1984 — 1985
Engineering
Jesuit High School 1980 — 1984
Home 1st Lending January 2011 - February 2013
Best Mortgage Resource together with Bank of America May 2009 - November 2010
Eustis Mortgage 2010 - 2010
Gulf Coast Bank November 2003 - March 2009
HSBC April 2001 - November 2004
Beneficial 1999 - 2003
Ambassador Hotel February 2000 - October 2000
CREOLE HOUSE August 1990 - July 1995
First Investors 1991 - 1995
D & B FINANCIAL CONSULTANTS May 1989 - August 1990
Skills
Refinance, Mortgage, FHA, Mortgage Lending, VA, Conventional, Underwriting, Loans, Credit, Commercial Lending, USDA, Purchase, Loan Origination, Mortgage Industry, Mortgage Banking, Conforming, Investments, VA loans, Short Sales, Residential, Residential Mortgages, First Time Home Buyers, Mortgage Planning, Loan Structuring, Construction Loans, Investment Properties, Property Management, Home, Banking, Customer Relations, Rates, Credit Analysis, Customer Service, Financial Analysis, Debt Consolidation, Reverse Mortgages, Commercial Banking, Finance, Loan Servicing, FHA financing
Education
Strayer University 2011 — 2013
Bachelor's degree, Business - Management, 3.6
University of New Orleans 1989 — 1993
Business
Tulane University 1984 — 1985
Engineering
Jesuit High School 1980 — 1984
Nicole Kuhn, CPA's First Investors Experience April 2008 - November 2010
Job Senior Auditor of International Operations at GM Financial
Industry Accounting
Experience
GM Financial August 2014 - Present
Baker Tilly Virchow Krause, LLP July 2013 - August 2014
Baker Tilly Virchow Krause, LLP May 2011 - July 2013
Baker Tilly Virchow Krause, LLP January 2011 - April 2011
First Investors April 2008 - November 2010
Skills
Accounting, Auditing, Financial Reporting, CPA, GAAP, General Ledger, US GAAP reporting, Tax Accounting, Tax, Tax Preparation, Financial Analysis, Financial Accounting, Customer Service, Manage Client..., Bookkeeping, Reviews, Compilation Of..., Sales & Use Tax..., Audits of Employee..., Internal Controls, SOX 404, Internal Audit, Business Process..., Budgets, Finance
Education
University of Michigan-Dearborn
Bachelor of Business Administration (B.B.A.), Finance, General
University of Michigan-Dearborn
Bachelor of Business Administration (B.B.A.), Accounting
GM Financial August 2014 - Present
Baker Tilly Virchow Krause, LLP July 2013 - August 2014
Baker Tilly Virchow Krause, LLP May 2011 - July 2013
Baker Tilly Virchow Krause, LLP January 2011 - April 2011
First Investors April 2008 - November 2010
Skills
Accounting, Auditing, Financial Reporting, CPA, GAAP, General Ledger, US GAAP reporting, Tax Accounting, Tax, Tax Preparation, Financial Analysis, Financial Accounting, Customer Service, Manage Client..., Bookkeeping, Reviews, Compilation Of..., Sales & Use Tax..., Audits of Employee..., Internal Controls, SOX 404, Internal Audit, Business Process..., Budgets, Finance
Education
University of Michigan-Dearborn
Bachelor of Business Administration (B.B.A.), Finance, General
University of Michigan-Dearborn
Bachelor of Business Administration (B.B.A.), Accounting
Amy Hwang Amy Hwang's First Investors Experience August 2007 - April 2009
Job Senior Financial Analyst
Industry Accounting
Experience
OneWest Bank July 2014 - Present
CCG July 2009 - July 2014
First Investors August 2007 - April 2009
Skills
Project Management, Account Management, Tax Returns, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Client Service, Problem Solving, Data Analysis, Financial Analysis, Analysis
Education
University of California, Irvine 2003 — 2007
Bachelor of Arts (BA), Economics
OneWest Bank July 2014 - Present
CCG July 2009 - July 2014
First Investors August 2007 - April 2009
Skills
Project Management, Account Management, Tax Returns, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Client Service, Problem Solving, Data Analysis, Financial Analysis, Analysis
Education
University of California, Irvine 2003 — 2007
Bachelor of Arts (BA), Economics
Douglas Fellner, CFA Douglas Fellner, CFA's First Investors Experience July 2007 - April 2011
Job Sr. Financial Analyst at Fannie Mae
Industry Financial Services
Experience
Fannie Mae October 2013 - Present
Fannie Mae November 2012 - October 2013
E*TRADE Financial April 2011 - November 2012
First Investors July 2007 - April 2011
Elie Tahari April 2002 - April 2002
Skills
MS Excel Pivot Tables, Financial Modeling, Portfolio Management, SPSS, Financial Analysis, Credit Card Analytics, Business Objects, Access, Investments, Corporate Finance, Asset Managment, Equities, Investment Management, Loans, Microsoft Office, Credit Risk, Mortgage Lending, Banking, PowerPoint
Education
University of Maryland College Park 2003 — 2007
Bachelor of Arts (BA), Economics
Suffern High School
Fannie Mae October 2013 - Present
Fannie Mae November 2012 - October 2013
E*TRADE Financial April 2011 - November 2012
First Investors July 2007 - April 2011
Elie Tahari April 2002 - April 2002
Skills
MS Excel Pivot Tables, Financial Modeling, Portfolio Management, SPSS, Financial Analysis, Credit Card Analytics, Business Objects, Access, Investments, Corporate Finance, Asset Managment, Equities, Investment Management, Loans, Microsoft Office, Credit Risk, Mortgage Lending, Banking, PowerPoint
Education
University of Maryland College Park 2003 — 2007
Bachelor of Arts (BA), Economics
Suffern High School
Amanda Savino Amanda Savino's First Investors Experience 2009 - 2011
Job Marketing and Training Specialist at New Level Partners
Industry E-Learning
Experience
New Level Partners December 2014 - Present
The Shoe Buckle August 2013 - December 2014
Windsor Fashions 2011 - 2013
First Investors 2009 - 2011
Skills
Sales, Social Media Marketing, Marketing, Advertising, Marketing Strategy, Fashion, Social Networking, Strategic Planning, E-commerce, Landing Page..., Web Design, Search Engine..., Budget Management, Adobe Photoshop, WordPress, Google Adwords, Systems Project..., Online Marketing
Education
University of Rhode Island 2005 — 2009
Bachelor's degree, Psychology
New Level Partners December 2014 - Present
The Shoe Buckle August 2013 - December 2014
Windsor Fashions 2011 - 2013
First Investors 2009 - 2011
Skills
Sales, Social Media Marketing, Marketing, Advertising, Marketing Strategy, Fashion, Social Networking, Strategic Planning, E-commerce, Landing Page..., Web Design, Search Engine..., Budget Management, Adobe Photoshop, WordPress, Google Adwords, Systems Project..., Online Marketing
Education
University of Rhode Island 2005 — 2009
Bachelor's degree, Psychology
Thien Vo Thien Vo's First Investors Experience January 2015 - Present
Job Attended University of California, San Diego
Industry Computer Software
Experience
First Investors January 2015 - Present
Esteé Lauder October 2014 - Present
Mathnasium - The Math Learning Center September 2013 - September 2014
Hospitality Company May 2010 - September 2010
Skills
Java, C++, C, Eclipse, HTML, SQL, Linux, Matlab, JavaScript, Visual Studio, C#, MySQL, Computer Science
Education
University of California, San Diego 2009 — 2013
Bachelor of Science (B.S.), Computer Science
Mark Keppel High 2005 — 2009
First Investors January 2015 - Present
Esteé Lauder October 2014 - Present
Mathnasium - The Math Learning Center September 2013 - September 2014
Hospitality Company May 2010 - September 2010
Skills
Java, C++, C, Eclipse, HTML, SQL, Linux, Matlab, JavaScript, Visual Studio, C#, MySQL, Computer Science
Education
University of California, San Diego 2009 — 2013
Bachelor of Science (B.S.), Computer Science
Mark Keppel High 2005 — 2009
Lauren Dewhurst Lauren Dewhurst's First Investors Experience June 2014 - August 2014
Job Student at University of New Haven
Industry Accounting
Experience
American Eagle Outfitters August 2013 - Present
University of New Haven 2011 - Present
First Investors June 2014 - August 2014
Carter's OshKosh B'gosh October 2009 - August 2011
Skills
PowerPoint, Microsoft Word, Time Management, Microsoft Excel, Public Speaking, Teamwork, Social Networking, Research, Microsoft Office, Customer Service, Leadership
Education
University of New Haven 2011 — 2015
Accounting
Old Bridge High School 2007 — 2011
American Eagle Outfitters August 2013 - Present
University of New Haven 2011 - Present
First Investors June 2014 - August 2014
Carter's OshKosh B'gosh October 2009 - August 2011
Skills
PowerPoint, Microsoft Word, Time Management, Microsoft Excel, Public Speaking, Teamwork, Social Networking, Research, Microsoft Office, Customer Service, Leadership
Education
University of New Haven 2011 — 2015
Accounting
Old Bridge High School 2007 — 2011
Alex Duty, CFA Alex Duty, CFA's First Investors Experience October 2004 - December 2004
Job Investment Analyst at White Oaks Investment Management
Industry Investment Management
Experience
White Oaks Investment Management April 2014 - Present
The Roseline Financial Group, LLC June 2006 - April 2014
First Investors October 2004 - December 2004
Skills
Investments, Asset Allocation, Valuation, Portfolio Management, Hedge Funds
Education
University of Illinois
Master of Science, Finance
William & Mary
Bachelor of Arts, Economics
White Oaks Investment Management April 2014 - Present
The Roseline Financial Group, LLC June 2006 - April 2014
First Investors October 2004 - December 2004
Skills
Investments, Asset Allocation, Valuation, Portfolio Management, Hedge Funds
Education
University of Illinois
Master of Science, Finance
William & Mary
Bachelor of Arts, Economics
Nikolas Moutafis Nikolas Moutafis's First Investors Experience April 2011 - August 2011
Job Financial Analyst at North Coast Seafoods
Industry Food Production
Experience
North Coast Seafoods April 2014 - Present
Granite Telecommunications August 2013 - April 2014
Granite Telecommunications December 2011 - August 2013
First Investors April 2011 - August 2011
Skills
Telecommunications, VoIP, Financial Analysis, Customer Service, Product Management, Wireless, Strategy, Valuation, Start-ups, Pricing, Financial Modeling, Financial Services, Management, Microsoft Word, PowerPoint
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor's degree, Economics
St. John's Prep 2003 — 2007
High School
North Coast Seafoods April 2014 - Present
Granite Telecommunications August 2013 - April 2014
Granite Telecommunications December 2011 - August 2013
First Investors April 2011 - August 2011
Skills
Telecommunications, VoIP, Financial Analysis, Customer Service, Product Management, Wireless, Strategy, Valuation, Start-ups, Pricing, Financial Modeling, Financial Services, Management, Microsoft Word, PowerPoint
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor's degree, Economics
St. John's Prep 2003 — 2007
High School
Bo de Lange Bo de Lange's First Investors Experience October 2014 — January 2015
Job Summer associate
Industry Civil litigation
Experience
First Investors October 2014 — January 2015
Autism Spectrum Therapies March 2014 — August 2014
UC Irvine September 2013 — December 2013
NCAA 2010 — December 2013
UCI Summer Treatment Program June 2012 — August 2013
Skills
Public Speaking, Research, Customer Service, Social Media, Teamwork, Community Outreach, Time Management, English, Fundraising, SPSS, PowerPoint, Facebook, Sports, Event Management, Event Planning, Sports Marketing, Data Analysis
Education
University of California, Irvine 2010 — 2013
Bachelor of Arts (B.A.), Social Psychology
First Investors October 2014 — January 2015
Autism Spectrum Therapies March 2014 — August 2014
UC Irvine September 2013 — December 2013
NCAA 2010 — December 2013
UCI Summer Treatment Program June 2012 — August 2013
Skills
Public Speaking, Research, Customer Service, Social Media, Teamwork, Community Outreach, Time Management, English, Fundraising, SPSS, PowerPoint, Facebook, Sports, Event Management, Event Planning, Sports Marketing, Data Analysis
Education
University of California, Irvine 2010 — 2013
Bachelor of Arts (B.A.), Social Psychology
Annie Poling Annie Poling's First Investors Experience May 2006 - August 2006
Job Student Services Professional at University of Michigan School of Kinesiology
Industry Higher Education
Experience
University of Michigan School of Kinesiology February 2014 - Present
University of Michigan February 2012 - January 2014
MyBuys July 2011 - January 2012
MyBuys July 2010 - June 2011
MyBuys July 2009 - June 2010
MyBuys March 2008 - June 2009
First Investors May 2006 - August 2006
J Crew July 2004 - January 2006
Skills
Customer Relations, Optimization, New Business Development, Salesforce.com, Account Management, Online Advertising, Email Marketing, Product Marketing, Data Analysis, Analytics, Online Marketing, PowerPoint, Web Analytics, Excel, Client Services, Public Speaking, Social Media, E-commerce, Strategic Planning, Lead Generation, Retail, Database Marketing, Microsoft Office, Word, Marketing Strategy, Sales Management, Writing, Customer Service, Digital Marketing, Start-ups, Digital Media, Strategic Partnerships, Business Planning, SaaS, Web 2.0, Microsoft Excel, Sales, Enterprise Software, Business Development, Leadership, Management, Strategy, Training, Process Improvement, Sales Operations, Sales Process, Marketing, Advertising, Recruiting, Product Management
Education
University of Michigan 2003 — 2007
Literature, Science & Arts, Psychology
University of Michigan School of Kinesiology February 2014 - Present
University of Michigan February 2012 - January 2014
MyBuys July 2011 - January 2012
MyBuys July 2010 - June 2011
MyBuys July 2009 - June 2010
MyBuys March 2008 - June 2009
First Investors May 2006 - August 2006
J Crew July 2004 - January 2006
Skills
Customer Relations, Optimization, New Business Development, Salesforce.com, Account Management, Online Advertising, Email Marketing, Product Marketing, Data Analysis, Analytics, Online Marketing, PowerPoint, Web Analytics, Excel, Client Services, Public Speaking, Social Media, E-commerce, Strategic Planning, Lead Generation, Retail, Database Marketing, Microsoft Office, Word, Marketing Strategy, Sales Management, Writing, Customer Service, Digital Marketing, Start-ups, Digital Media, Strategic Partnerships, Business Planning, SaaS, Web 2.0, Microsoft Excel, Sales, Enterprise Software, Business Development, Leadership, Management, Strategy, Training, Process Improvement, Sales Operations, Sales Process, Marketing, Advertising, Recruiting, Product Management
Education
University of Michigan 2003 — 2007
Literature, Science & Arts, Psychology
Ty Seidl's First Investors Experience May 2014 - August 2014
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Accredited Wealth Management August 2014 - December 2014
First Investors May 2014 - August 2014
Stock Yards Bank & Trust May 2014 - August 2014
Sherwin-Williams Paints May 2013 - August 2013
Sherwin-Williams Paints May 2012 - August 2012
Skills
Selling Skills, Sales, Leadership, Sales Operations, Cold Calling, Marketing, Account Management, Sales Process, Direct Sales, Customer Satisfaction, New Business Development, Selling, Competitive Analysis
Education
University of Louisville 2011 — 2015
BSBA, Finance, General
Highlands High School 2007 — 2011
Merrill Lynch June 2015 - Present
Accredited Wealth Management August 2014 - December 2014
First Investors May 2014 - August 2014
Stock Yards Bank & Trust May 2014 - August 2014
Sherwin-Williams Paints May 2013 - August 2013
Sherwin-Williams Paints May 2012 - August 2012
Skills
Selling Skills, Sales, Leadership, Sales Operations, Cold Calling, Marketing, Account Management, Sales Process, Direct Sales, Customer Satisfaction, New Business Development, Selling, Competitive Analysis
Education
University of Louisville 2011 — 2015
BSBA, Finance, General
Highlands High School 2007 — 2011
Isvara Everitt Isvara Everitt's First Investors Experience January 2003 - May 2003
Job Sr. Knowledge Engineer at Symantec
Industry Computer Software
Experience
Symantec December 2011 - Present
Pulte Mortgage January 2004 - December 2011
First Investors January 2003 - May 2003
Skills
SQL Server, Crystal Reports, Microsoft Office, Business Analysis, Access, Requirements Analysis, SQL, Process Improvement, Oracle, Agile Methodologies, Visio, Team Leadership, Microsoft Excel, Visual Studio, Databases, SharePoint, Database Administration, T-SQL, Microsoft SQL Server, Omniture, Web Analytics, KPI Dashboards, Team Building, Vendor Management, Risk Management
Education
University of Denver 2008 — 2009
Certificate, Database Administration
University of Colorado Boulder - Leeds School of Business 1999 — 2003
BS, Finance major, Economics minor
Symantec December 2011 - Present
Pulte Mortgage January 2004 - December 2011
First Investors January 2003 - May 2003
Skills
SQL Server, Crystal Reports, Microsoft Office, Business Analysis, Access, Requirements Analysis, SQL, Process Improvement, Oracle, Agile Methodologies, Visio, Team Leadership, Microsoft Excel, Visual Studio, Databases, SharePoint, Database Administration, T-SQL, Microsoft SQL Server, Omniture, Web Analytics, KPI Dashboards, Team Building, Vendor Management, Risk Management
Education
University of Denver 2008 — 2009
Certificate, Database Administration
University of Colorado Boulder - Leeds School of Business 1999 — 2003
BS, Finance major, Economics minor
Fred Casimo Fred Casimo's First Investors Experience May 2011 - July 2011
Job Financial Services Risk Advisor
Industry Financial Services
Experience
EY July 2015 - Present
Loudonville Management February 2013 - July 2015
EY June 2014 - August 2014
Trustco Bank March 2012 - December 2012
First Investors May 2011 - July 2011
Skills
Microsoft Office, Customer Service, PowerPoint, Social Media, Team Leadership, Teamwork, Management, Project Management, Business Development, Leadership, Microsoft Word, Microsoft Excel, Consulting, Analysis
Education
State University of New York at Albany 2013 — 2015
Master of Business Administration (MBA) 2015, IT Management
State University of New York at Albany 2007 — 2011
Bachelor of Arts (B.A.), History/Business
Shaker High School
Regents diploma
EY July 2015 - Present
Loudonville Management February 2013 - July 2015
EY June 2014 - August 2014
Trustco Bank March 2012 - December 2012
First Investors May 2011 - July 2011
Skills
Microsoft Office, Customer Service, PowerPoint, Social Media, Team Leadership, Teamwork, Management, Project Management, Business Development, Leadership, Microsoft Word, Microsoft Excel, Consulting, Analysis
Education
State University of New York at Albany 2013 — 2015
Master of Business Administration (MBA) 2015, IT Management
State University of New York at Albany 2007 — 2011
Bachelor of Arts (B.A.), History/Business
Shaker High School
Regents diploma
Tyler Gillies Tyler Gillies's First Investors Experience May 2014 - August 2014
Job Student at University of Maryland College Park
Industry Financial Services
Experience
Constellation May 2015 - August 2015
First Investors May 2014 - August 2014
Mail Post and Marketing September 2010 - July 2012
Skills
Project Management, Coaching, Facebook, PowerPoint, Photoshop, Illustrator, Microsoft Office, Advertising, Digital Printing, Customer Service, Time Management, Microsoft Excel, Teamwork, Microsoft Word, Public Speaking, Leadership, Social Media
Education
University of Maryland College Park 2012 — 2016
Majoring in, Finance
Eastlake High School 2008 — 2012
Constellation May 2015 - August 2015
First Investors May 2014 - August 2014
Mail Post and Marketing September 2010 - July 2012
Skills
Project Management, Coaching, Facebook, PowerPoint, Photoshop, Illustrator, Microsoft Office, Advertising, Digital Printing, Customer Service, Time Management, Microsoft Excel, Teamwork, Microsoft Word, Public Speaking, Leadership, Social Media
Education
University of Maryland College Park 2012 — 2016
Majoring in, Finance
Eastlake High School 2008 — 2012
Philip M. Piscitelli Philip M. Piscitelli's First Investors Experience August 2014 - April 2015
Job Copy & Print Sales Specialist at Staples
Industry Business Supplies and Equipment
Experience
Staples September 2015 - Present
First Investors August 2014 - April 2015
University of Connecticut August 2010 - December 2011
Skills
Organization, Research, Adaptability, Data Analysis, Social Media, Social Skills, Diligent, Executive Positions, Critical Thinking, SPSS, Facebook, Analysis, Leadership, Event Planning, Marketing, Time Management, Communication, Access, Social Networking, Teamwork, Stata, Microsoft Office
Education
The University of Connecticut 2009 — 2014
Bachelor of Arts (B.A.), Economics
Hamden High School 2005 — 2009
Staples September 2015 - Present
First Investors August 2014 - April 2015
University of Connecticut August 2010 - December 2011
Skills
Organization, Research, Adaptability, Data Analysis, Social Media, Social Skills, Diligent, Executive Positions, Critical Thinking, SPSS, Facebook, Analysis, Leadership, Event Planning, Marketing, Time Management, Communication, Access, Social Networking, Teamwork, Stata, Microsoft Office
Education
The University of Connecticut 2009 — 2014
Bachelor of Arts (B.A.), Economics
Hamden High School 2005 — 2009
Bekah Grace Bekah Grace's First Investors Experience June 2010 - August 2010
Job F35 Production Supervisor at Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin May 2015 - Present
Lockheed Martin July 2013 - May 2015
Lockheed Martin Aeronautics May 2011 - July 2013
Professional Leadership Program May 2011 - May 2012
University Union, University August 2008 - May 2011
First Investors June 2010 - August 2010
First Financial Bank May 2009 - August 2009
Skills
Customer Service, Microsoft Excel, Leadership, Training, Analysis, Management, Team Building, Operations Management, Business Analysis, Supply Chain Management, Employee Training, Finance, Accounting, Social Media, Supply Chain, Negotiation, Advertising, Spanish, Access, Data Analysis, Financial Analysis, Forecasting, Process Improvement, Public Speaking, PowerPoint, Continuous Improvement, SAP, Defense Contracting, Microsoft Office
Education
Southern Methodist University 2013 — 2016
Master of Science (MS), Engineering Management
University of North Texas 2008 — 2012
Bachelor of Business Administration, Finance
Lockheed Martin May 2015 - Present
Lockheed Martin July 2013 - May 2015
Lockheed Martin Aeronautics May 2011 - July 2013
Professional Leadership Program May 2011 - May 2012
University Union, University August 2008 - May 2011
First Investors June 2010 - August 2010
First Financial Bank May 2009 - August 2009
Skills
Customer Service, Microsoft Excel, Leadership, Training, Analysis, Management, Team Building, Operations Management, Business Analysis, Supply Chain Management, Employee Training, Finance, Accounting, Social Media, Supply Chain, Negotiation, Advertising, Spanish, Access, Data Analysis, Financial Analysis, Forecasting, Process Improvement, Public Speaking, PowerPoint, Continuous Improvement, SAP, Defense Contracting, Microsoft Office
Education
Southern Methodist University 2013 — 2016
Master of Science (MS), Engineering Management
University of North Texas 2008 — 2012
Bachelor of Business Administration, Finance
Marc Satterlee's First Investors Experience August 1999 - September 2003
Job CTP, Treasury Management Sales & Service Manager at Umpqua Bank
Industry Banking
Experience
Umpqua Bank January 2011 - Present
Umpqua Bank September 2003 - January 2011
First Investors August 1999 - September 2003
Skills
Banking, Credit, Financial Analysis, Commercial Banking, Loans, Small Business Lending, Commercial Lending, Mortgage Lending, Credit Cards, Consumer Lending, Customer Service, Cash Management, Credit Analysis, Portfolio Management, Risk Management, Retail Banking, Management, Process Improvement, Strategic Planning, Treasury Management, Relationship Management, Lines Of Credit, Cross Selling, Deposits
Education
University of Oregon 1993 — 1997
Sports Marketing
Cleveland High School 1989 — 1993
Umpqua Bank January 2011 - Present
Umpqua Bank September 2003 - January 2011
First Investors August 1999 - September 2003
Skills
Banking, Credit, Financial Analysis, Commercial Banking, Loans, Small Business Lending, Commercial Lending, Mortgage Lending, Credit Cards, Consumer Lending, Customer Service, Cash Management, Credit Analysis, Portfolio Management, Risk Management, Retail Banking, Management, Process Improvement, Strategic Planning, Treasury Management, Relationship Management, Lines Of Credit, Cross Selling, Deposits
Education
University of Oregon 1993 — 1997
Sports Marketing
Cleveland High School 1989 — 1993
Charles Mas's First Investors Experience December 2014 - July 2015
Job Professional support
Industry Investment Management
Experience
James River Wealth Advisors August 2015 - Present
First Investors December 2014 - July 2015
Galway Investment Strategy August 2013 - December 2014
Johnson Scannell and Associates June 2012 - March 2013
Galway Investment Strategy November 2011 - June 2012
Opus 111 Group February 2004 - January 2010
Skills
Management Consulting, Financial Modeling, Asset Management, Investments, Portfolio Management, Due Diligence, Risk Management, Equities, Requirements Analysis, Asset Allocation, Mutual Funds, Financial Planning, Strategic Planning, Management, Alternative Investments, Wealth Management
Education
University of California, Davis 1983 — 1986
Fermentation Sciences
James River Wealth Advisors August 2015 - Present
First Investors December 2014 - July 2015
Galway Investment Strategy August 2013 - December 2014
Johnson Scannell and Associates June 2012 - March 2013
Galway Investment Strategy November 2011 - June 2012
Opus 111 Group February 2004 - January 2010
Skills
Management Consulting, Financial Modeling, Asset Management, Investments, Portfolio Management, Due Diligence, Risk Management, Equities, Requirements Analysis, Asset Allocation, Mutual Funds, Financial Planning, Strategic Planning, Management, Alternative Investments, Wealth Management
Education
University of California, Davis 1983 — 1986
Fermentation Sciences
Robert Arons's First Investors Experience Operations associatePrudential Financial1997 - 2007
Job Reconciliation Analyst at First Investors
Industry Financial Services
Experience
First Investors Operations associatePrudential Financial1997 - 2007
Education
Union County College 1991 — 1995
First Investors Operations associatePrudential Financial1997 - 2007
Education
Union County College 1991 — 1995
Lori Nicolaisen/Buckman's First Investors Experience January 2015 - April 2015
Job life insurance
Industry Writing and Editing
Experience
First Investors January 2015 - April 2015
Synergy Home healthcare May 2011 - April 2014
Skills
Life Insurance, Healthcare, Nursing, Home Care
Education
University of California, Berkeley 1970 — 1974
First Investors January 2015 - April 2015
Synergy Home healthcare May 2011 - April 2014
Skills
Life Insurance, Healthcare, Nursing, Home Care
Education
University of California, Berkeley 1970 — 1974
Karin Penrod's First Investors Experience 1983 - 1984
Job Owner, Leadership Partners, Inc.
Industry Management Consulting
Experience
Leadership Partners, Inc. October 1998 - Present
Thomson Corporation January 1998 - January 1999
Ameriprise Financial Services, Inc. 1984 - 1997
First Investors 1983 - 1984
Skills
Change Management, Financial Services, Executive Coaching, Process Improvement, Organizational Design, Leadership Development, Talent Management, Management Consulting, Organizational..., Business Process..., Strategic Planning, Coaching, Start-ups, Organizational..., Culture Change, Strategy, Workshop Facilitation, Succession Planning, Performance Management, Emotional Intelligence, MBTI, Employee Engagement, Executive Development, Performance Improvement
Education
University of Minnesota - Carlson School of Management 1986 — 1989
MBA, Organizational Leadership
University of Minnesota-Twin Cities 1978 — 1982
Bachelor's degree, Psychology
Leadership Partners, Inc. October 1998 - Present
Thomson Corporation January 1998 - January 1999
Ameriprise Financial Services, Inc. 1984 - 1997
First Investors 1983 - 1984
Skills
Change Management, Financial Services, Executive Coaching, Process Improvement, Organizational Design, Leadership Development, Talent Management, Management Consulting, Organizational..., Business Process..., Strategic Planning, Coaching, Start-ups, Organizational..., Culture Change, Strategy, Workshop Facilitation, Succession Planning, Performance Management, Emotional Intelligence, MBTI, Employee Engagement, Executive Development, Performance Improvement
Education
University of Minnesota - Carlson School of Management 1986 — 1989
MBA, Organizational Leadership
University of Minnesota-Twin Cities 1978 — 1982
Bachelor's degree, Psychology
Tomas Hideghety's First Investors Experience 2002 - 2003
Job Global Merchandising Director Basketball at Nike
Industry Sporting Goods
Experience
Nike April 2015 - Present
Nike March 2013 - April 2015
Nike July 2011 - February 2013
adidas January 2008 - August 2011
Nike 2006 - 2008
Nike 2004 - 2006
First Investors 2002 - 2003
Skills
Analysis, Business Planning, Cross-functional Team..., Forecasting, Management, Merchandising, Retail, Strategy, Business Strategy, Sales, Project Planning, Strategic Financial...
Education
University of San Diego 1998 — 2002
BBA, Emphasis Finance
Nike April 2015 - Present
Nike March 2013 - April 2015
Nike July 2011 - February 2013
adidas January 2008 - August 2011
Nike 2006 - 2008
Nike 2004 - 2006
First Investors 2002 - 2003
Skills
Analysis, Business Planning, Cross-functional Team..., Forecasting, Management, Merchandising, Retail, Strategy, Business Strategy, Sales, Project Planning, Strategic Financial...
Education
University of San Diego 1998 — 2002
BBA, Emphasis Finance
Michael Cherney's First Investors Experience October 2007 - January 2009
Job Director of West Coast Operations at Load Delivered Logistics, LLC
Industry Logistics and Supply Chain
Experience
Load Delivered Logistics, LLC May 2013 - Present
Load Delivered Logistics, LLC March 2009 - April 2013
First Investors October 2007 - January 2009
Camp Horseshoe June 2003 - August 2007
Skills
Transportation, Contract Logistics, Truckload, Frozen, Seafood, 3PL, Intermodal, Logistics Management, Freight, LTL, Transportation..., Logistics, Supply Chain, Pricing, Frozen Food, Sales, Container, Supply Chain..., Supply Chain Management
Education
University of Illinois at Urbana-Champaign 2003 — 2007
BA, Economics, Business
Load Delivered Logistics, LLC May 2013 - Present
Load Delivered Logistics, LLC March 2009 - April 2013
First Investors October 2007 - January 2009
Camp Horseshoe June 2003 - August 2007
Skills
Transportation, Contract Logistics, Truckload, Frozen, Seafood, 3PL, Intermodal, Logistics Management, Freight, LTL, Transportation..., Logistics, Supply Chain, Pricing, Frozen Food, Sales, Container, Supply Chain..., Supply Chain Management
Education
University of Illinois at Urbana-Champaign 2003 — 2007
BA, Economics, Business
Niel Brugal's First Investors Experience May 1982 - March 1983
Job Treasury Bond Broker
Industry Financial Services
Experience
ICAP October 1992 - Present
FUNDAMENTAL ASSOCIATED BROKERS LIMITED October 1986 - August 1992
Cantor Fitzgerald October 1983 - July 1986
First Investors May 1982 - March 1983
Skills
Bilingual Spanish, Customer Relations, Organizational..., Customer Service, Multilingual, Investments, Fixed Income, Management, Capital Markets, Financial Markets, Portfolio Management, Risk Management, Finance, Financial Analysis, Derivatives, Equities, Trading, Coaching, Bloomberg, Bonds, Series 7
Education
University of Massachusetts, Amherst
BBA, Business management
Manhasset High School
ICAP October 1992 - Present
FUNDAMENTAL ASSOCIATED BROKERS LIMITED October 1986 - August 1992
Cantor Fitzgerald October 1983 - July 1986
First Investors May 1982 - March 1983
Skills
Bilingual Spanish, Customer Relations, Organizational..., Customer Service, Multilingual, Investments, Fixed Income, Management, Capital Markets, Financial Markets, Portfolio Management, Risk Management, Finance, Financial Analysis, Derivatives, Equities, Trading, Coaching, Bloomberg, Bonds, Series 7
Education
University of Massachusetts, Amherst
BBA, Business management
Manhasset High School
Andre Dixon's First Investors Experience 1990 - 1993
Job Director of Development at Cheyney University
Industry Education Management
Experience
Cheyney University August 2013 - Present
Academy Fundraising Professionals January 2013 - Present
Lincoln University November 2001 - October 2012
Tuskegee University January 1996 - September 2001
First Investors 1990 - 1993
Skills
Non-profits, Grant Writing, Fundraising, Public Speaking, Program Development, Community Outreach, Higher Education, Strategic Planning, Research, Academia, Event Planning, Social Media, Leadership, Student Affairs, Microsoft Office, Public Relations, Leadership Development, Program Management, Staff Development, Budgets
Education
Tuskegee University 1985 — 1989
BS, Finance
Cheyney University August 2013 - Present
Academy Fundraising Professionals January 2013 - Present
Lincoln University November 2001 - October 2012
Tuskegee University January 1996 - September 2001
First Investors 1990 - 1993
Skills
Non-profits, Grant Writing, Fundraising, Public Speaking, Program Development, Community Outreach, Higher Education, Strategic Planning, Research, Academia, Event Planning, Social Media, Leadership, Student Affairs, Microsoft Office, Public Relations, Leadership Development, Program Management, Staff Development, Budgets
Education
Tuskegee University 1985 — 1989
BS, Finance
Frederic Hien's First Investors Experience June 2008 - September 2008
Job Accounts Payable Specialist
Industry Pharmaceuticals
Experience
Merck December 2009 - Present
First Investors June 2008 - September 2008
FedEx Freight March 1996 - June 2008
Skills
Accounts Payable, SAP, Analysis, Process Improvement, JD Edwards, Financial Analysis, Account Reconciliation, Forecasting, Budgets, Financial Reporting, PeopleSoft, Accounts Receivable, Customer Service, Project Management, Accounting, Leadership
Education
University of Maryland University College
Master of Business Administration (M.B.A.)
University of North Carolina at Charlotte
Bachelor's degree, Finance
Merck December 2009 - Present
First Investors June 2008 - September 2008
FedEx Freight March 1996 - June 2008
Skills
Accounts Payable, SAP, Analysis, Process Improvement, JD Edwards, Financial Analysis, Account Reconciliation, Forecasting, Budgets, Financial Reporting, PeopleSoft, Accounts Receivable, Customer Service, Project Management, Accounting, Leadership
Education
University of Maryland University College
Master of Business Administration (M.B.A.)
University of North Carolina at Charlotte
Bachelor's degree, Finance
Kimberlee Kubski's First Investors Experience October 2012 - Present
Job Regional Sales Director; Senior Vice President at First Investors
Industry Financial Services
Experience
First Investors October 2012 - Present
Foresters January 2011 - Present
First Investors Corporation June 2005 - Present
First Investors Corporation 2009 - September 2012
First Investors Corporation December 2006 - March 2009
Skills
Series 63, Series 7, Sales, Retirement Planning, Life Insurance, Customer Service, Investments, Asset Allocation, Insurance, Cold Calling, Microsoft Excel, Strategic Financial..., Financial Analysis, Direct Sales, Salesforce.com, series 24, series 51, Series 65
Education
University of Arizona 2001 — 2005
B.S. from the Eller College of Management, Marketing
Colleyville Heritage High School 1998 — 2001
Finra
S-6,S-7, S-63, S-26, S-24, S-51, S-65
First Investors October 2012 - Present
Foresters January 2011 - Present
First Investors Corporation June 2005 - Present
First Investors Corporation 2009 - September 2012
First Investors Corporation December 2006 - March 2009
Skills
Series 63, Series 7, Sales, Retirement Planning, Life Insurance, Customer Service, Investments, Asset Allocation, Insurance, Cold Calling, Microsoft Excel, Strategic Financial..., Financial Analysis, Direct Sales, Salesforce.com, series 24, series 51, Series 65
Education
University of Arizona 2001 — 2005
B.S. from the Eller College of Management, Marketing
Colleyville Heritage High School 1998 — 2001
Finra
S-6,S-7, S-63, S-26, S-24, S-51, S-65
Nick Carbonara's First Investors Experience January 1998 - January 2000
Job Banker
Industry Banking
Experience
Bank of America November 2000 - January 2010
LaSalle Bank November 2000 - January 2009
First Investors January 1998 - January 2000
Skills
Banking, Financial Services, Investments, Loans, Mortgage Lending, Sales, Customer Service, Finance, Wealth Management
Education
University of Phoenix 2012 — 2014
Associate of Arts and Sciences (AAS), Business Administration, 3.94
Triton-College 1992 — 1997
Technical
Bank of America November 2000 - January 2010
LaSalle Bank November 2000 - January 2009
First Investors January 1998 - January 2000
Skills
Banking, Financial Services, Investments, Loans, Mortgage Lending, Sales, Customer Service, Finance, Wealth Management
Education
University of Phoenix 2012 — 2014
Associate of Arts and Sciences (AAS), Business Administration, 3.94
Triton-College 1992 — 1997
Technical
Brian Re, CRPC®'s First Investors Experience January 2015 - Present
Job VP Sales and Business Development at First Investors
Industry Financial Services
Experience
First Investors January 2015 - Present
Forethought Financial Group, Inc. March 2013 - January 2015
Davis & Parks Technologies, LLC April 2011 - March 2013
Transamerica April 2006 - April 2011
Allianz Life 2003 - 2006
Guardian Life Insurance May 2000 - May 2003
Sun Life Financial 1994 - 2000
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Variable Annuities, Investments, Insurance, Business Development, Direct Sales, Relationship Marketing, Financial Advisory, Financial Services, 401k
Education
University of Hartford 1990 — 1992
BS/BA, Marketing
First Investors January 2015 - Present
Forethought Financial Group, Inc. March 2013 - January 2015
Davis & Parks Technologies, LLC April 2011 - March 2013
Transamerica April 2006 - April 2011
Allianz Life 2003 - 2006
Guardian Life Insurance May 2000 - May 2003
Sun Life Financial 1994 - 2000
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Variable Annuities, Investments, Insurance, Business Development, Direct Sales, Relationship Marketing, Financial Advisory, Financial Services, 401k
Education
University of Hartford 1990 — 1992
BS/BA, Marketing
Daniel Wyman's First Investors Experience January 2003 - March 2003
Job Electrical Apprentice with IBEW 48
Industry Internet
Experience
NECA/IBEW Local 48 January 2014 - Present
Laser Vision Technologies January 2000 - Present
Xerox March 2012 - October 2013
Catalyst IT Services November 2011 - December 2011
Maple Star Oregon August 2009 - December 2011
American Income Life March 2011 - August 2011
Raytex USA March 2004 - December 2008
Staff Finders December 2003 - March 2004
Self Employed March 2003 - December 2003
First Investors January 2003 - March 2003
Skills
Semiconductors, Customer Service, Quality Assurance, Safety, Foster Care, Electronics, Laser, Troubleshooting, Logic Programming, Microsoft Excel, VBA, Robotics, Instrumentation and..., Training, Team Management, Communication, Effective Problem..., Operations & Process..., Program Management, Networking, Teamwork, Business Analysis, Software Documentation, Help Desk Support, Software Installation, Hardware, Technical Support, Product Marketing, Microsoft Office, Management, Telecommunications, Human Resources, Team Leadership, CRM, Product Management, Service Delivery, Analysis, Access, Computer Hardware, Customer Support, Customer Retention, Leadership, Customer Satisfaction, Marketing, Windows, Cross-functional Team..., Call Centers, Sales Operations, Coaching, Consulting
Education
University of Phoenix 1999 — 2001
B.S, Business Management, 3.47
NECA/IBEW Local 48 January 2014 - Present
Laser Vision Technologies January 2000 - Present
Xerox March 2012 - October 2013
Catalyst IT Services November 2011 - December 2011
Maple Star Oregon August 2009 - December 2011
American Income Life March 2011 - August 2011
Raytex USA March 2004 - December 2008
Staff Finders December 2003 - March 2004
Self Employed March 2003 - December 2003
First Investors January 2003 - March 2003
Skills
Semiconductors, Customer Service, Quality Assurance, Safety, Foster Care, Electronics, Laser, Troubleshooting, Logic Programming, Microsoft Excel, VBA, Robotics, Instrumentation and..., Training, Team Management, Communication, Effective Problem..., Operations & Process..., Program Management, Networking, Teamwork, Business Analysis, Software Documentation, Help Desk Support, Software Installation, Hardware, Technical Support, Product Marketing, Microsoft Office, Management, Telecommunications, Human Resources, Team Leadership, CRM, Product Management, Service Delivery, Analysis, Access, Computer Hardware, Customer Support, Customer Retention, Leadership, Customer Satisfaction, Marketing, Windows, Cross-functional Team..., Call Centers, Sales Operations, Coaching, Consulting
Education
University of Phoenix 1999 — 2001
B.S, Business Management, 3.47
Sean Austin's First Investors Experience 2012 - 2013
Job UF FullTime MBA Student
Industry Financial Services
Experience
University of Florida, Hough Graduate School of Business August 2015 - Present
VALIC 2014 - 2015
John Hancock Financial Services 2013 - 2014
First Investors 2012 - 2013
Little Haiti Housing Assn Inc 2011 - 2012
Skills
Public Speaking, Finance, Microsoft Excel, Social Media, Investments, Retirement Planning, PowerPoint, Financial Planning, Mutual Funds, Financial Services
Education
UF Hough Graduate School of Business 2015 — 2017
Master of Business Administration (MBA), Finance
University of Florida 2006 — 2010
Bachelor of Arts (B.A.), Economics
University of Florida, Hough Graduate School of Business August 2015 - Present
VALIC 2014 - 2015
John Hancock Financial Services 2013 - 2014
First Investors 2012 - 2013
Little Haiti Housing Assn Inc 2011 - 2012
Skills
Public Speaking, Finance, Microsoft Excel, Social Media, Investments, Retirement Planning, PowerPoint, Financial Planning, Mutual Funds, Financial Services
Education
UF Hough Graduate School of Business 2015 — 2017
Master of Business Administration (MBA), Finance
University of Florida 2006 — 2010
Bachelor of Arts (B.A.), Economics
Kirk Loveless's First Investors Experience May 2008 - December 2008
Job Corporate Finance Professional & MBA Candidate at the University of Michigan, Ross School of Business
Industry Information Technology and Services
Experience
General Motors July 2015 - Present
Truven Health Analytics April 2013 - July 2015
Pfizer January 2015 - April 2015
Truven Health Analytics May 2011 - April 2013
Truven Health Analytics May 2010 - May 2011
Thomson Reuters October 2009 - April 2010
University of Michigan April 2004 - September 2009
First Investors May 2008 - December 2008
Western Michigan University April 2006 - May 2008
Skills
Databases, Database Management, Access, Database Administration, Data Analysis, Data Management, MS Office Suite, SQL, Troubleshooting, Analysis, Data Warehousing, System Administration, Business Intelligence, Information Management, Microsoft Office, SharePoint, Computer Hardware, Hardware, Windows, Salesforce.com, HTML, Problem Solving, Business Analysis, Testing, Business Objects, Customer Relations, Management, Team Leadership, Project Management, HIPAA, Healthcare Information..., Healthcare Analytics, Networking, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Marketing
Western Michigan University - Haworth College of Business 2004 — 2008
Bachelors of Business Administration, Management, 3.4 GPA
General Motors July 2015 - Present
Truven Health Analytics April 2013 - July 2015
Pfizer January 2015 - April 2015
Truven Health Analytics May 2011 - April 2013
Truven Health Analytics May 2010 - May 2011
Thomson Reuters October 2009 - April 2010
University of Michigan April 2004 - September 2009
First Investors May 2008 - December 2008
Western Michigan University April 2006 - May 2008
Skills
Databases, Database Management, Access, Database Administration, Data Analysis, Data Management, MS Office Suite, SQL, Troubleshooting, Analysis, Data Warehousing, System Administration, Business Intelligence, Information Management, Microsoft Office, SharePoint, Computer Hardware, Hardware, Windows, Salesforce.com, HTML, Problem Solving, Business Analysis, Testing, Business Objects, Customer Relations, Management, Team Leadership, Project Management, HIPAA, Healthcare Information..., Healthcare Analytics, Networking, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Marketing
Western Michigan University - Haworth College of Business 2004 — 2008
Bachelors of Business Administration, Management, 3.4 GPA
Scott Guzinski, MBA's First Investors Experience April 2009 - May 2010
Job Financial Consultant at Diversified Financial Services, Inc
Industry Banking
Experience
Diversified Financial Services, Inc September 2015 - Present
JPMorgan Chase Bank May 2010 - September 2015
First Investors April 2009 - May 2010
Education
Walsh College 2008 — 2013
Master of Business Administration (M.B.A.), Finance and Personal Financial Planning
University of Michigan-Dearborn 1994 — 1999
Bachelor of Arts, Psychology
Diversified Financial Services, Inc September 2015 - Present
JPMorgan Chase Bank May 2010 - September 2015
First Investors April 2009 - May 2010
Education
Walsh College 2008 — 2013
Master of Business Administration (M.B.A.), Finance and Personal Financial Planning
University of Michigan-Dearborn 1994 — 1999
Bachelor of Arts, Psychology
Nidhi Patel, CAMS's First Investors Experience July 2015 - Present
Job Manager Compliance at First Investors
Industry Banking
Experience
First Investors July 2015 - Present
PreCash July 2013 - June 2015
Santander September 2007 - July 2013
LoanXM, LLC January 2002 - September 2007
Skills
Office Applications, Compliance..., Compliance, Financial Analysis, Training, Microsoft Office, Program Management, Credit, Certified Anti-Money..., Business Analysis, Loans, Banking, Financial Risk, Portfolio Management, Financial Services, Risk Management, Anti Money Laundering, Management, Credit Analysis, OFAC, AML, Analysis, Retail Banking, Legal Compliance, Process Improvement, Operational Risk
Education
University of Houston 2012 — 2016
Master of Business Administration (MBA), Accounting and Finance
University of Houston 2000 — 2004
BBA, Finance
First Investors July 2015 - Present
PreCash July 2013 - June 2015
Santander September 2007 - July 2013
LoanXM, LLC January 2002 - September 2007
Skills
Office Applications, Compliance..., Compliance, Financial Analysis, Training, Microsoft Office, Program Management, Credit, Certified Anti-Money..., Business Analysis, Loans, Banking, Financial Risk, Portfolio Management, Financial Services, Risk Management, Anti Money Laundering, Management, Credit Analysis, OFAC, AML, Analysis, Retail Banking, Legal Compliance, Process Improvement, Operational Risk
Education
University of Houston 2012 — 2016
Master of Business Administration (MBA), Accounting and Finance
University of Houston 2000 — 2004
BBA, Finance
Alex Keogh's First Investors Experience July 2010 - February 2011
Job Manager at Furniture Row Companies
Industry Retail
Experience
Furniture Row Companies February 2011 - Present
First Investors July 2010 - February 2011
Skills
Microsoft Excel, Sales, Data Analysis, Microsoft Office, Customer Service, Social Media, Public Speaking, PowerPoint, Social Media Marketing, Social Networking, Strategic Planning
Education
University of Nebraska-Lincoln 2004 — 2009
Bachelor of Business Administration (BBA), Actuarial Science, 3.2
Furniture Row Companies February 2011 - Present
First Investors July 2010 - February 2011
Skills
Microsoft Excel, Sales, Data Analysis, Microsoft Office, Customer Service, Social Media, Public Speaking, PowerPoint, Social Media Marketing, Social Networking, Strategic Planning
Education
University of Nebraska-Lincoln 2004 — 2009
Bachelor of Business Administration (BBA), Actuarial Science, 3.2
Ethan Brown's First Investors Experience June 2013 - August 2013
Job Research Analyst at Cox Capital Management
Industry Financial Services
Experience
Cox Capital Management January 2015 - Present
Marx Running and Fitness Center July 2012 - January 2015
University of Massachusetts Lowell January 2013 - December 2014
GearSay, Inc. September 2012 - December 2014
First Investors June 2013 - August 2013
USA Triathlon May 2007 - July 2012
Skills
Marketing, Sports, Social Media, Event Management, WordPress, Coaching, Social Media Marketing, QuickBooks, Web Design, Marketing Strategy, Sponsorship, Equity Research, Portfolio Management, Options Strategies, Credit Analysis, Risk Analysis, Mutual Funds
Education
University of Massachusetts Lowell 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.96
University of Michigan 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Cox Capital Management January 2015 - Present
Marx Running and Fitness Center July 2012 - January 2015
University of Massachusetts Lowell January 2013 - December 2014
GearSay, Inc. September 2012 - December 2014
First Investors June 2013 - August 2013
USA Triathlon May 2007 - July 2012
Skills
Marketing, Sports, Social Media, Event Management, WordPress, Coaching, Social Media Marketing, QuickBooks, Web Design, Marketing Strategy, Sponsorship, Equity Research, Portfolio Management, Options Strategies, Credit Analysis, Risk Analysis, Mutual Funds
Education
University of Massachusetts Lowell 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.96
University of Michigan 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Francine Villa's First Investors Experience 2010 - 2010
Job Citigroup
Industry Financial Services
Experience
Citi September 2013 - Present
Taxman October 2013 - Present
Deglace and Associates Financial Services August 2012 - February 2013
Rumex International Co. 2010 - 2011
First Investors 2010 - 2010
Skills
Research, Microsoft Office, Non-profits, Public Speaking, Microsoft Excel, International Relations, Strategic Planning, PowerPoint, Fundraising, Customer Service, Microsoft Word, Social Media, Event Planning, Nonprofits, Accounting, Finance, Financial Analysis, Analysis, Management
Education
University of South Florida 2009 — 2012
Bachelor's of Arts (B.A.), Business Administration, Finance
University of Miami 2007 — 2009
Bachelor's Degree, Accounting and Finance
Citi September 2013 - Present
Taxman October 2013 - Present
Deglace and Associates Financial Services August 2012 - February 2013
Rumex International Co. 2010 - 2011
First Investors 2010 - 2010
Skills
Research, Microsoft Office, Non-profits, Public Speaking, Microsoft Excel, International Relations, Strategic Planning, PowerPoint, Fundraising, Customer Service, Microsoft Word, Social Media, Event Planning, Nonprofits, Accounting, Finance, Financial Analysis, Analysis, Management
Education
University of South Florida 2009 — 2012
Bachelor's of Arts (B.A.), Business Administration, Finance
University of Miami 2007 — 2009
Bachelor's Degree, Accounting and Finance
Brian Donohue's First Investors Experience August 2014 - Present
Job Financial Analytics and Management
Industry Retail
Experience
First Investors August 2014 - Present
Limited Brands December 2010 - April 2014
Atlantic Coast Media Group August 2009 - December 2010
Robert Half International January 2006 - December 2010
Macy's Logistics March 2009 - July 2009
Toys "R" Us May 2007 - October 2008
Societe Generale February 2008 - June 2008
Novartis OTC September 2006 - May 2007
ARC International June 2006 - August 2006
ICAP Corporates LLC March 2006 - June 2006
Skills
Analysis, Microsoft Excel, Budgets, PowerPoint, Financial Reporting, Access, Retail, Inventory Management, SAS, Microsoft Word, SAP, PeopleSoft, Competitive Analysis, Finance, SQL, Business Planning, Cash Flow, Sales, Marketing, Profit, Accounting, Financial Modeling, Vendor Management, Management
Education
State University of New York at Buffalo 1999 — 2002
B.A, Economics
State University of New York at Buffalo 1998 — 2001
M.A; Advanced Certificate; Master's, Economics; Financial & International Economics; Financial Economics; specialization
First Investors August 2014 - Present
Limited Brands December 2010 - April 2014
Atlantic Coast Media Group August 2009 - December 2010
Robert Half International January 2006 - December 2010
Macy's Logistics March 2009 - July 2009
Toys "R" Us May 2007 - October 2008
Societe Generale February 2008 - June 2008
Novartis OTC September 2006 - May 2007
ARC International June 2006 - August 2006
ICAP Corporates LLC March 2006 - June 2006
Skills
Analysis, Microsoft Excel, Budgets, PowerPoint, Financial Reporting, Access, Retail, Inventory Management, SAS, Microsoft Word, SAP, PeopleSoft, Competitive Analysis, Finance, SQL, Business Planning, Cash Flow, Sales, Marketing, Profit, Accounting, Financial Modeling, Vendor Management, Management
Education
State University of New York at Buffalo 1999 — 2002
B.A, Economics
State University of New York at Buffalo 1998 — 2001
M.A; Advanced Certificate; Master's, Economics; Financial & International Economics; Financial Economics; specialization
Janine T. Der Ananian's First Investors Experience June 2010 - September 2010
Job Tenant Coordinator at Transwestern
Industry Commercial Real Estate
Experience
Transwestern June 2015 - Present
Oxford Properties Group November 2014 - April 2015
Putnam Investments September 2012 - November 2014
Putnam Investments March 2011 - September 2012
Putnam Investments November 2010 - March 2011
First Investors June 2010 - September 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Financial Reporting, Data Analysis, Sales, Teamwork, Finance, Mutual Funds, Accounting, Financial Services, Investments, Bloomberg, Financial Accounting
Education
University of Massachusetts at Lowell
BSBA, Finance and Management
Transwestern June 2015 - Present
Oxford Properties Group November 2014 - April 2015
Putnam Investments September 2012 - November 2014
Putnam Investments March 2011 - September 2012
Putnam Investments November 2010 - March 2011
First Investors June 2010 - September 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Financial Reporting, Data Analysis, Sales, Teamwork, Finance, Mutual Funds, Accounting, Financial Services, Investments, Bloomberg, Financial Accounting
Education
University of Massachusetts at Lowell
BSBA, Finance and Management
Jonathan Barszcz's First Investors Experience June 2010 - September 2010
Job Manager of Third Party Market Places at ChalkTalkSPORTS
Industry Consumer Goods
Experience
ChalkTalkSPORTS February 2015 - Present
ChalkTalkSPORTS July 2014 - January 2015
Chubb Insurance March 2011 - February 2013
First Investors June 2010 - September 2010
Skills
Microsoft Excel, Vlookup, Data Analysis, Finance, Microsoft Office, MS Excel Pivot Tables, Financial Analysis, XML, Volusion, Financial Services, Microsoft Word, Website Updating, FTP, Life Insurance, Insurance, Insurance Billing, Adobe Bridge, Data Entry, Photoshop, Lotus Notes
Education
University of Massachusetts Dartmouth 2006 — 2010
Bachelor of Science (B.S.), Finance, General
ChalkTalkSPORTS February 2015 - Present
ChalkTalkSPORTS July 2014 - January 2015
Chubb Insurance March 2011 - February 2013
First Investors June 2010 - September 2010
Skills
Microsoft Excel, Vlookup, Data Analysis, Finance, Microsoft Office, MS Excel Pivot Tables, Financial Analysis, XML, Volusion, Financial Services, Microsoft Word, Website Updating, FTP, Life Insurance, Insurance, Insurance Billing, Adobe Bridge, Data Entry, Photoshop, Lotus Notes
Education
University of Massachusetts Dartmouth 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Corey Stein's First Investors Experience June 2009 - August 2009
Job Sales Representative at Salesforce
Industry Information Technology and Services
Experience
Salesforce January 2015 - Present
Mondo September 2014 - January 2015
International Experience October 2013 - August 2014
Groupon October 2012 - September 2013
Groupon October 2011 - September 2012
Groupon March 2011 - September 2011
JP Morgan Chase August 2010 - March 2011
University of Illinois at Urbana-Champaign August 2009 - May 2010
First Investors June 2009 - August 2009
Farmstead Swim and Racquet Club 2003 - 2009
Skills
Salesforce.com, Building Relationships, Direct Sales, Account Management, Sales, Strategic Partnerships, Business Development, Email Marketing, New Business Development, Finance, Social Media Marketing, Internet Recruiting, Customer Service, Microsoft Excel, Marketing Strategy, Budgets, Training, Management, Sales Process, Advertising, Customer Retention, Cold Calling, Sales Management, Analysis, Negotiation, CRM, Consulting, Marketing, Lead Generation, Social Networking, Sales Presentations, B2B, Sales Operations, Start-ups, Online Advertising, Selling, Market Research, Online Marketing, Leadership
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science (BS), Finance, 3.68 GPA
Salesforce January 2015 - Present
Mondo September 2014 - January 2015
International Experience October 2013 - August 2014
Groupon October 2012 - September 2013
Groupon October 2011 - September 2012
Groupon March 2011 - September 2011
JP Morgan Chase August 2010 - March 2011
University of Illinois at Urbana-Champaign August 2009 - May 2010
First Investors June 2009 - August 2009
Farmstead Swim and Racquet Club 2003 - 2009
Skills
Salesforce.com, Building Relationships, Direct Sales, Account Management, Sales, Strategic Partnerships, Business Development, Email Marketing, New Business Development, Finance, Social Media Marketing, Internet Recruiting, Customer Service, Microsoft Excel, Marketing Strategy, Budgets, Training, Management, Sales Process, Advertising, Customer Retention, Cold Calling, Sales Management, Analysis, Negotiation, CRM, Consulting, Marketing, Lead Generation, Social Networking, Sales Presentations, B2B, Sales Operations, Start-ups, Online Advertising, Selling, Market Research, Online Marketing, Leadership
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science (BS), Finance, 3.68 GPA
Anna Koepke's First Investors Experience June 2011 - August 2011
Job National Quotations Clerk at Ferguson Enterprises
Industry Marketing and Advertising
Experience
Ferguson Enterprises July 2013 - Present
Environmental Law Alliance Worldwide September 2012 - May 2013
First Investors June 2011 - August 2011
Skills
PowerPoint, Facebook, Spanish, Research, English, Teamwork, Microsoft Office, Microsoft Excel, Public Speaking, Leadership, Community Outreach, Nonprofits, Intercultural...
Education
University of Oregon 2008 — 2013
Bachelor of Arts in Business Administration and Spanish
University of Oregon - Charles H. Lundquist College of Business 2008 — 2013
Bachelor of Arts in Business Administration and Spanish, Global Management
Ferguson Enterprises July 2013 - Present
Environmental Law Alliance Worldwide September 2012 - May 2013
First Investors June 2011 - August 2011
Skills
PowerPoint, Facebook, Spanish, Research, English, Teamwork, Microsoft Office, Microsoft Excel, Public Speaking, Leadership, Community Outreach, Nonprofits, Intercultural...
Education
University of Oregon 2008 — 2013
Bachelor of Arts in Business Administration and Spanish
University of Oregon - Charles H. Lundquist College of Business 2008 — 2013
Bachelor of Arts in Business Administration and Spanish, Global Management
Patrice Lofters's First Investors Experience May 2012 - August 2012
Job Accounting & CCIP Reporting, (MBA) Student
Industry Financial Services
Experience
Turner Construction Company September 2013 - Present
University of Hartford April 2013 - September 2013
University of Hartford September 2010 - May 2013
First Investors May 2012 - August 2012
Dots May 2011 - August 2011
Early Learning Center January 2009 - January 2011
Salon Glitter September 2005 - August 2010
Yale New Haven Hospital January 2007 - May 2007
Skills
Computer Proficiency, Group Leadership, Sales Effectiveness, Special Event Planning, Marketing, Clerical Skills, Microsoft Office, Innovativeness, Event Planning, Microsoft Word, Sales, Filing, Training, PowerPoint, Public Speaking, Microsoft Excel, Leadership, Customer Service, Social Media, Time Management
Education
University of Hartford 2015 — 2017
Master of Business Administration (MBA), Business Administration, Management and Operations
University of Hartford 2010 — 2013
Bachelor's degree, Business Insurance and Finance
University of Hartford 2010 — 2013
Bachelor of Science (B.S.), Accounting and Business/Management
James Hillhouse High School
High School Diploma
Turner Construction Company September 2013 - Present
University of Hartford April 2013 - September 2013
University of Hartford September 2010 - May 2013
First Investors May 2012 - August 2012
Dots May 2011 - August 2011
Early Learning Center January 2009 - January 2011
Salon Glitter September 2005 - August 2010
Yale New Haven Hospital January 2007 - May 2007
Skills
Computer Proficiency, Group Leadership, Sales Effectiveness, Special Event Planning, Marketing, Clerical Skills, Microsoft Office, Innovativeness, Event Planning, Microsoft Word, Sales, Filing, Training, PowerPoint, Public Speaking, Microsoft Excel, Leadership, Customer Service, Social Media, Time Management
Education
University of Hartford 2015 — 2017
Master of Business Administration (MBA), Business Administration, Management and Operations
University of Hartford 2010 — 2013
Bachelor's degree, Business Insurance and Finance
University of Hartford 2010 — 2013
Bachelor of Science (B.S.), Accounting and Business/Management
James Hillhouse High School
High School Diploma
Jeff Ferro's First Investors Experience January 2011 - October 2011
Job Clinical Trials Account Manager
Industry Hospital & Health Care
Experience
LabCorp August 2015 - Present
Physicians Reference Laboratory June 2014 - August 2015
Quest Diagnostics December 2013 - June 2014
Price Brothers Management June 2012 - November 2013
Alton East Enterprises D.B.A. Don's Market & Liquor March 2008 - October 2013
First Investors January 2011 - October 2011
Skills
Marketing, Sales, Customer Service, Time Management, Outlook, Analysis, Finance, Market Research, MS Excel Pivot Tables, Budgeting, Medical Billing, Clinical Trials, Account Management, Protocol Analysis, Proposal Writing, KPI Reports, Non-disclosure..., Laboratory Service..., SharePoint, Microsoft Excel, PowerPoint, Microsoft Word, Leadership
Education
University of Missouri-Kansas City 2009 — 2011
Bachelor of Arts (B.A.), Interpersonal and Public Communication
LabCorp August 2015 - Present
Physicians Reference Laboratory June 2014 - August 2015
Quest Diagnostics December 2013 - June 2014
Price Brothers Management June 2012 - November 2013
Alton East Enterprises D.B.A. Don's Market & Liquor March 2008 - October 2013
First Investors January 2011 - October 2011
Skills
Marketing, Sales, Customer Service, Time Management, Outlook, Analysis, Finance, Market Research, MS Excel Pivot Tables, Budgeting, Medical Billing, Clinical Trials, Account Management, Protocol Analysis, Proposal Writing, KPI Reports, Non-disclosure..., Laboratory Service..., SharePoint, Microsoft Excel, PowerPoint, Microsoft Word, Leadership
Education
University of Missouri-Kansas City 2009 — 2011
Bachelor of Arts (B.A.), Interpersonal and Public Communication
Shane Ulep's First Investors Experience May 2008 - April 2009
Job US Retail Channel Manager at Accenture
Industry Logistics and Supply Chain
Experience
Accenture February 2014 - Present
Accenture May 2013 - February 2014
Advansoft International, Inc / Accenture January 2013 - April 2013
Wireless Advocates August 2010 - December 2012
Wireless Advocates June 2009 - August 2010
First Investors May 2008 - April 2009
Skills
Supply Chain Management, Forecasting, Access, Data Analysis, Inventory Management, Financial Analysis, Leadership, SAP, E-commerce, Process Improvement, Microsoft Excel, Retail, Multi-channel Retail, Economics, Econometrics, Microsoft Dynamics, Merchandise Planning, Procurement, User Acceptance Testing, EDI, Vendor Relationships, SharePoint, Training, Ad Hoc Reporting, PowerPoint, Bill of Materials
Education
University of Hawaii at Manoa 2002 — 2007
Bachelor of Arts, Economics
Accenture February 2014 - Present
Accenture May 2013 - February 2014
Advansoft International, Inc / Accenture January 2013 - April 2013
Wireless Advocates August 2010 - December 2012
Wireless Advocates June 2009 - August 2010
First Investors May 2008 - April 2009
Skills
Supply Chain Management, Forecasting, Access, Data Analysis, Inventory Management, Financial Analysis, Leadership, SAP, E-commerce, Process Improvement, Microsoft Excel, Retail, Multi-channel Retail, Economics, Econometrics, Microsoft Dynamics, Merchandise Planning, Procurement, User Acceptance Testing, EDI, Vendor Relationships, SharePoint, Training, Ad Hoc Reporting, PowerPoint, Bill of Materials
Education
University of Hawaii at Manoa 2002 — 2007
Bachelor of Arts, Economics
Richard Mulligan's First Investors Experience November 2013 - Present
Job Director of Training at First Investors
Industry Financial Services
Experience
First Investors November 2013 - Present
First Investors October 2012 - Present
First Investors October 2007 - September 2012
First Investors August 2004 - October 2007
Skills
401k, Series 63, Life Insurance, Retirement, Fixed Annuities, Retirement Planning, Mutual Funds, Insurance, Employee Benefits, Financial Services, Investments, Strategic Financial..., Onboarding, Series 6
Education
University of Scranton 2000 — 2004
Bachelor of Science (BS), Enterprise Management Technology
First Investors November 2013 - Present
First Investors October 2012 - Present
First Investors October 2007 - September 2012
First Investors August 2004 - October 2007
Skills
401k, Series 63, Life Insurance, Retirement, Fixed Annuities, Retirement Planning, Mutual Funds, Insurance, Employee Benefits, Financial Services, Investments, Strategic Financial..., Onboarding, Series 6
Education
University of Scranton 2000 — 2004
Bachelor of Science (BS), Enterprise Management Technology
Nina Koshy's First Investors Experience October 2012 - May 2013
Job Financial Analyst at National Oilwell Varco
Industry
Experience
National Oilwell Varco August 2014 - Present
National Oilwell Varco August 2014 - Present
National Oilwell Varco August 2014 - Present
First Investors October 2012 - May 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Time Management
Education
University of Houston 2009 — 2014
National Oilwell Varco August 2014 - Present
National Oilwell Varco August 2014 - Present
National Oilwell Varco August 2014 - Present
First Investors October 2012 - May 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Time Management
Education
University of Houston 2009 — 2014
James Won's First Investors Experience 2011 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
Great-West Financial October 2013 - March 2014
First Investors 2011 - 2011
University of Colorado Boulder September 2007 - July 2008
Education
University of Colorado at Denver 2008 — 2011
Bachelor of Science (B.S.), Accounting and Finance
University of Colorado at Boulder 2005 — 2008
TIAA-CREF March 2014 - Present
Great-West Financial October 2013 - March 2014
First Investors 2011 - 2011
University of Colorado Boulder September 2007 - July 2008
Education
University of Colorado at Denver 2008 — 2011
Bachelor of Science (B.S.), Accounting and Finance
University of Colorado at Boulder 2005 — 2008
Christopher Kalmin's First Investors Experience November 2010 - August 2011
Job Experienced Professional
Industry Financial Services
Experience
Prudential Financial 2011 - 2013
First Investors November 2010 - August 2011
Skills
NASD Series 6, NASD Series 63
Education
The University of Connecticut 2007 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
Prudential Financial 2011 - 2013
First Investors November 2010 - August 2011
Skills
NASD Series 6, NASD Series 63
Education
The University of Connecticut 2007 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
Lourdes Morales's First Investors Experience June 2014 - September 2014
Job
Industry Education Management
Experience
First Investors June 2014 - September 2014
UC Irvine September 2013 - June 2014
UC Irvine Counseling Center September 2013 - June 2014
Social Sciences Honors Program September 2013 - June 2014
Creating Options And Conquering Hurdles (COACH) September 2012 - June 2014
First Investors January 2014 - March 2014
Summer Academic Enrichment Program June 2013 - August 2013
Skills
Teamwork, Leadership, Creative Problem Solving, Research, Marketing, Empathy, Active Learning, Community Outreach, Customer Service, Active Listening, Psychotherapy, Time Management, Microsoft Excel, Social Media, Analysis, Microsoft Office, Interviews, Public Speaking, Data Analysis, Qualitative Research, PowerPoint, Microsoft Word, Proposal Writing, Event Planning
Education
University of California, Irvine
Bachelor of Arts (B.A.), Psychology
First Investors June 2014 - September 2014
UC Irvine September 2013 - June 2014
UC Irvine Counseling Center September 2013 - June 2014
Social Sciences Honors Program September 2013 - June 2014
Creating Options And Conquering Hurdles (COACH) September 2012 - June 2014
First Investors January 2014 - March 2014
Summer Academic Enrichment Program June 2013 - August 2013
Skills
Teamwork, Leadership, Creative Problem Solving, Research, Marketing, Empathy, Active Learning, Community Outreach, Customer Service, Active Listening, Psychotherapy, Time Management, Microsoft Excel, Social Media, Analysis, Microsoft Office, Interviews, Public Speaking, Data Analysis, Qualitative Research, PowerPoint, Microsoft Word, Proposal Writing, Event Planning
Education
University of California, Irvine
Bachelor of Arts (B.A.), Psychology
Cameron Levy's First Investors Experience August 2014 - November 2014
Job Registered Representative
Industry Financial Services
Experience
Vanguard December 2014 - Present
First Investors August 2014 - November 2014
Skills
Finance, Investments, Customer Service, Sales, Mutual Funds, Financial Services, Microsoft Office, Financial Planning, Retirement Planning, Financial Analysis, Life Insurance, Social Media
Education
University of Pittsburgh
Business Administration & Journalism (Dual Major)
Vanguard December 2014 - Present
First Investors August 2014 - November 2014
Skills
Finance, Investments, Customer Service, Sales, Mutual Funds, Financial Services, Microsoft Office, Financial Planning, Retirement Planning, Financial Analysis, Life Insurance, Social Media
Education
University of Pittsburgh
Business Administration & Journalism (Dual Major)
Sean Soares's First Investors Experience August 2006 - January 2008
Job Project Manager/ Economist at Houston Arts Showcase
Industry Nonprofit Organization Management
Experience
Houston Arts Showcase Business ConsultantLogique Business SolutionsJanuary 2010 - July 2012
First Investors August 2006 - January 2008
Soledad Financial Services May 2002 - August 2006
Skills
Finance, Project Management, Business Planning, Microsoft Excel, Analysis, Strategic Planning, Financial Analysis, Management
Education
University of Houston 2007 — 2009
Master of Business Administration (M.B.A.), Finance, Accounting and Economics, 3.8
Houston Arts Showcase Business ConsultantLogique Business SolutionsJanuary 2010 - July 2012
First Investors August 2006 - January 2008
Soledad Financial Services May 2002 - August 2006
Skills
Finance, Project Management, Business Planning, Microsoft Excel, Analysis, Strategic Planning, Financial Analysis, Management
Education
University of Houston 2007 — 2009
Master of Business Administration (M.B.A.), Finance, Accounting and Economics, 3.8
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY