METLIFE - BROKER DEALER GROUP
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METLIFE - BROKER DEALER GROUP Employees
Satori Consulting February 2015 - Present
Maine Pointe June 2014 - December 2014
Morgan Stanley November 2013 - June 2014
Postlethwaite & Netterville September 2012 - June 2013
Darwin Fenner Student-Managed Mutual Fund January 2012 - May 2012
Burkenroad Reports August 2011 - December 2011
MetLife Broker-Dealer Group June 2011 - July 2011
Skills
Microsoft Excel, Valuation, Financial Modeling, Equity Research, Finance, Data Analysis, Accounting, Analysis, Microsoft Office, Access, PowerPoint, Securities, Spanish, Financial Accounting, Microsoft Word, Outlook, Public Speaking, Research, Market Research, Statistics, Financial Reporting, Management Consulting, MOS, Procurement, Logistics, Relationship Management, Fixed Income, Mergers & Acquisitions, Investment Banking, Private Equity
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
Bachelor of Science in Management, Finance, GPA 3.93 / 4.00
Pruco COMMAND November 2014 - Present
MetLife Broker-Dealer Group November 2001 - November 2014
DLJdirect June 1999 - September 2001
Skills
Series 7, Series 24, Series 53, Series 63, Financial Services, FINRA, Customer Service, Transition Support, Operations Management, Brokerage, Securities, Mutual Funds
Education
Drew University 1995 — 1999
Bachelor of Arts (BA), Economics
MetLife Broker Dealer Group August 2004 - Present
First Investors Corporation January 2003 - August 2004
US Clearing March 1979 - May 2001
Skills
Securities, Equities, Insurance, Investments
Education
Katherine Gibbs School 2001 — 2002
Associate, Computer Technical Support
Brooklyn Technical High School 1968 — 1972
College Preparatory
UPS June 2015 - Present
ENA Marketing Communications February 2014 - May 2015
MetLife Premier Client Group August 2013 - January 2014
MetLife Broker-Dealer Group July 2011 - November 2012
SHI 2011 - 2011
MetLife September 2009 - December 2010
MetLife Broker-Dealer Group April 2008 - September 2009
Centenary College September 2007 - May 2009
Skills
Microsoft Excel, Research, Editing, Insurance, PowerPoint, Public Speaking, Time Management, Customer Service, Microsoft Office, Microsoft Word, Data Analysis, Recruiting, Staff Development, Leadership Development, New Business Development, Project Management, Project Planning, Oral & Written..., Written & Oral..., Sales & Marketing..., Critical Thinking, Legal Compliance, Marketing Communications, Product Marketing, Marketing, Customer Satisfaction, Social Media, Advertising, Employee Training, Analysis, Strategic Planning, CRM, Social Media Marketing, Marketing Strategy, Operations Management, Communication
Education
Centenary College 2011 — 2012
Master of Business Administration (MBA)
Centenary College 2005 — 2009
Bachelors of Science, Business Administration with a Concentration in Marketing
Franklin High School
UBS Financial Svc Inc November 2013 - Present
MetLife January 2009 - November 2013
MetLife Broker Dealer Group October 2007 - January 2009
The Concord Equity Group October 2003 - May 2007
Futureshare Financial LLC September 2000 - May 2002
Merrill Lynch April 1999 - September 2000
UPS September 1997 - April 1999
Skills
Fixed Income, Mutual Funds, Series 7, Series 63, FINRA, Equity Trading, Microsoft Office, Series 24, Bloomberg Terminal, Series 55, Customer relationship..., Thomson One, Knight Bond Point, Bond Desk, Municenter, Fixed Income Trading, Fixed Income Products, Organizational..., Operations Management, Diligent, Highly motivated..., Energetic Leader, Time Management, High level of initiative, Close Attention to..., Oral & Written..., Business Relationship..., Creative Writer, Analytical Skills, Team Leadership, Building Effective..., Effective written and..., Attention to detail, Innovative thinker
Education
Rider University 1993 — 1995
Bachelors of Science, Business Management
AXA Advisors March 2015 - Present
AXA Equitable December 2013 - March 2015
Macro consulting group May 2013 - December 2013
MetLife Broker Dealer Group January 2008 - May 2013
MetLife Resources Group January 2006 - January 2008
Skills
Sales, Customer Service, Marketing, Microsoft Office, Strategic Planning, Market Research, Marketing Strategy, Microsoft Excel, Project Management, Fixed Annuities, Marketing Communications, Public Speaking, Talent Acquisition, Social Media Marketing, Social Media, Life Insurance, Insurance, Series 6, Series 63, Series 7, Sales Management, Financial Services, Variable Annuities, Retirement Planning
Education
Ramapo College of New Jersey 2002 — 2006
BA, Business Management
MetLife Broker Dealer Group July 2014 - Present
METLIFE Broker Dealer Group May 2007 - July 2014
METLIFE Broker Dealer Group March 2006 - May 2007
Travelers Life & Annuity a Met Life Company April 2004 - December 2005
PNC Bank January 2001 - January 2004
Paine Webber Inc January 2000 - January 2001
Citibank N January 1999 - January 2000
Prudential Individual Financial Services January 1997 - January 1999
Skills
Annuities, Mutual Funds, Series 7, Investments, Sales Support, Securities, Insurance, Sales Management, Fixed Annuities, Sales, Finance, Sales Operations, Retirement Planning, Investment Strategies, Management, Series 6, Series 63, 401k, Retirement, Financial Advisory, Life Insurance, Variable Annuities, Asset Allocation
Education
Brookdale Community College 2010 — 2015
Business Administration and Management, General, 3.75 GPA
COLLEGE OF STATEN ISLAND
Business Management
Ameriprise Financial Services, Inc. September 2015 - Present
The Guardian Life Insurance Company of America February 2013 - February 2015
Guardian Life Insurance July 2006 - February 2013
John Hancock October 2004 - July 2006
MetLife Broker Dealer Group February 2003 - October 2004
FundQuest Inc 2000 - 2002
New England Life Brokerage 1995 - 2000
Skills
Leadership, Recruiting, Management, Relationship Management, Business Networking, Insurance, Marketing Strategy, Distribution Strategies, Brand Development, Training, Marketing, Strategy, Life Brokerage, Growing Revenue, Professional Networking, Experience in Career..., Institutional Sales, Business Coaching, Financial Services, Sales, Life Insurance, Strategic Planning, Sales Management, Negotiation, Business Development, Relationship Building
Education
Suffolk University
MetLife February 2012 - Present
MetLife Broker Dealer Group December 2007 - February 2012
MetLife Broker Dealer Group August 2004 - December 2007
MetLife Broker Dealer Group November 2003 - August 2004
MetLife Broker Dealer Group November 2001 - May 2003
MetLife Securities July 2000 - November 2001
Republic National Bank of New York/HSBC Bank USA July 1994 - May 2000
Skills
Variable Annuities, Series 7, Series 24, Series 65, Life Insurance, Series 4, Series 53, Series 55, Wealth Management, Sales Management, Sales Presentations, Business Case Design, Fixed Income, Client Presentation
Education
St. John's University 1990 — 1994
B.S, Accounting
MetLife Broker-Dealer Group January 2004 - Present
US Army December 1980 - April 2005
Walnut Street Securities June 2000 - January 2004
Rupay-Barrrington Securities May 1999 - June 2000
Rupay-Barrington Securities January 1998 - May 1999
Rupay-Barrington Securities April 1997 - January 1998
Political Research, Inc. August 1994 - April 1997
Skills
Investment Advisory, Investments, Securities, Portfolio Management, Financial Advisory, Insurance, Life Insurance, Management, Training, Series 7, Series 63, Financial Services, Territory Management, Selling Skills, Variable Annuities, Fixed Annuities, Mutual Funds, Leadership
Education
Texas A&M University 1987 — 1990
BA, Political Science and History
University of North Texas 1990 — 1994
MA, International Relations
Merrill Lynch June 2014 - Present
Merrill Lynch September 2012 - June 2014
MetLife Broker Dealer Group August 2006 - September 2012
MetLife August 2005 - August 2006
INROADS June 2000 - August 2005
Skills
Investments, Securities, Mutual Funds, Series 7, PowerPoint, Excel, Strategic Planning, Coaching, Sales Management, Wealth Management, Sales Support, Mentoring, Variable Annuities, Sales Operations, Financial Advisory, Portfolio Management, Microsoft Excel, Alternative Investments, Retirement Planning
Education
Rowan University 2001 — 2005
Bachelor of Science, Accounting
MetLife Broker Dealer Group September 2014 - Present
MetLife January 2014 - August 2014
MetLife July 2012 - December 2013
Commonwealth Financial Network February 2011 - July 2012
AXA Advisors 2009 - 2011
AXA Advisors 2006 - 2009
AXA Advisors, LLC 2005 - 2006
Skills
Finance, Sales, Series 7, Securities, Auditing
Education
Mississippi State University 2008 — 2010
MBA, Business Administration
Metropolitan State University of Denver 1999 — 2003
BS, Business Management
Avon August 2000 - Present
MetLife Resources June 2006 - August 2008
MetLife June 2006 - June 2006
MetLife Broker Dealer Group 2004 - 2006
Prudential Financial 2000 - 2004
MetLife November 1997 - October 2000
The Newark Museum 1995 - 1997
Skills
Corporate Communications, Writing, Communications Planning, Copywriting, Internal Communications, Press Releases, Advertising, Email Marketing, Digital Marketing, Integrated Marketing, Marketing, Strategic Communications, Marketing Communications, Newsletters, Public Relations, Public Speaking
Education
Rider University 1978 — 1982
RCN 2011 - Present
Lightspeed Research July 2008 - September 2010
METLIFE - BROKER DEALER GROUP February 2008 - April 2008
VAZIRANI APPRAISAL January 2004 - December 2007
Commerzbank AG June 2000 - November 2003
Barclays November 1997 - May 2000
CHASE MANHATTAN BANK June 1996 - October 1997
SORAB S November 1991 - March 1995
Skills
Financial Reporting, Account Reconciliation, Accounts Payable, General Ledger, Access, Variance Analysis, Accounting, Strategic Planning, Process Improvement, Sarbanes-Oxley Act, Finance, Auditing, Accounts Receivable, Fixed Assets, Project Accounting, Financial Statements, Journal Entries, Accruals
Education
University of Bombay
BS, Accounting
University of Mumbai
MASTERS, BUSINESS/FINANCE
Wells Fargo December 2014 - Present
MetLife Broker-Dealer Group September 2012 - February 2013
Merrill Lynch December 2007 - January 2009
Skills
International Finance, Corporate Finance, Managerial Finance, Microsoft Excel, Microsoft Office, Access, Peachtree, Quicken, Customer Service, Data Analysis, HTML, Java, Six Sigma
Education
Raritan Valley Community College 2011 — 2013
Certificate, Computer Programming
Morgan State University 2000 — 2007
BS, International Finance
Finance Corps School - AIT 2000 — 2001
Certificate, Finance Specialist