Experience
Purium Health Products  June 2013 - Present
Self Employed  January 2013 - Present
First Hawaiian Bank  January 2009 - March 2011
MetLife Resources   May 2007 - December 2008
Pacific Business News  2005 - 2007
HMAA  May 2003 - April 2005

Skills
Marketing Communications, Marketing, Marketing Strategy, Health and Wellness, Sales, Nutrition, Strategic Planning, Customer Relations, Customer Satisfaction, Social Networking, Social Media, Program Management, Event Planning, Team Building, Wellness Coaching, Project Management

Education
University of Hawaii - College of Business Administration   1995 — 1999
Bachelor's Degree, Marketing and Communications, 3.8

Kamehameha   1988 — 1994
High School, 3.8

Experience
IPS RIA, LLC   January 2015 - Present
IPS Advisors  March 2007 - Present
MetLife Resources   May 2003 - December 2005
Principal Financial Group  June 2002 - December 2002
GuideStone Financial Resources  1998 - 2002

Skills
Retirement, Pensions, 401k, Investments, Employee Benefits, ERISA, Investment Advisory, Deferred Compensation, Compliance, Plan Design

Education
Hardin-Simmons University   1985 — 1989

Experience
Strategic Financial Group, LLC  November 2007 - Present
Strategic Financial Group  October 2007 - Present
MetLife Resources   2006 - 2007
St. Louis Children's Hospital   2003 - 2007
Barnes-Jewish Hospital  1996 - 2007
St. Louis Children's Hospital   1996 - 2007
citistreet  2000 - 2006
AAL  1994 - 1996
AAL  1994 - 1996

Education
University of Missouri-Columbia   1991 — 1994
Master, Public Administration

Southeast Missouri State University   1978 — 1982
Bachelor of Science, Social Work and Criminal Justice

Experience
MetLife Premier Client Group  February 2014 - Present
MetLife  November 2012 - February 2014
MetLife  November 2008 - November 2012
MetLife Resources   November 2005 - November 2008
CitiStreet  November 2004 - November 2005
Quick & Reilly  December 2002 - June 2004
First Citizens Bank  June 2001 - December 2002
First Union Securities  May 2000 - June 2001
First Union Insurance Group/Essex Corporation   August 1995 - May 2000
Dean Witter/InterCapital   August 1993 - August 1995

Skills
Leadership, Retirement Planning, Strategic Financial..., Finance, Insurance, Financial Planning, Life Insurance, Mutual Funds, Fixed Annuities, Retirement, Financial Advisory, Financial Services, Wealth Management, Management, Succession Planning, Workshop Facilitation, Training Facilitation, Team Facilitation, Large Group Facilitation, Investments

Education
Miami University   1986 — 1990
Bachelor's Degree, Finance

Queens University of Charlotte
CFP preparation program

Experience
BB&T  March 2015 - Present
Nationwide Insurance  February 2012 - February 2015
MetLife Resources   January 2011 - February 2012
Nationwide Insurance  August 2005 - January 2011

Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Team Building

Education
The American College   2012 — 2015
Masters of Science in Financial Services, Banking and Financial Support Services

University of Cincinnati   1998 — 2002
Bachelor of Science (B.S.), Business Economics

Experience
Palermo Wealth Management   February 2012 - Present
MetLife Resources   2011 - 2012
Huntington National Bank  2006 - 2011
Bank of America  2004 - 2006

Skills
Risk Management, Finance, Process Improvement, New Business Development, Customer Service, Marketing Strategy, Budgets, Team Leadership, Business Analysis, Management, Accounting, Sales Management, Project Management, Entrepreneurship, Business Strategy

Education
Bowling Green State University
Bachelor of Science in Business Administration

Experience
Charles Schwab  January 2015 - Present
Great-West Financial  November 2008 - March 2015
MetLife  November 2006 - November 2008
MetLife  March 2006 - November 2006
MetLife  January 1997 - January 2000
MetLife Resources   January 1994 - January 1997
MetLife Resources   January 1992 - January 1994
MetLife Resources Division   January 1991 - January 1992

Skills
Forward Thinking, Building Relationships, Flexible Approach, Team Leadership, Clear Communications, Build Strong Teams, Business Planning, Written & Oral..., Training Delivery, Marketing Strategy, Product Marketing, Staff Supervision, Multiple Project..., Microsoft Office, PowerPoint, Series 6, Cross-functional Team..., Marketing Communications, Management, Retirement, Retirement Planning, Strategic Planning, Wealth Management, Strategy, Series 63, Financial Services, Insurance, Investments, Leadership, Mutual Funds

Education
University of Denver - Daniels College of Business   1997 — 1999
MBA, Business

University of Colorado at Denver   1985 — 1990
Bachelor, Science Business Administration; Marketing and Finance

Experience
Moneta Group  September 2006 - Present
Argent Capital Management  September 2006 - Present
MetLife Resources   May 2004 - September 2006
Wunderlich Securities  September 2001 - May 2004

Education
Southwestern Illinois College

Experience
Fidelity Investments  June 2015 - Present
MetLife Resources   January 2012 - March 2014
MetLife Resources   January 2008 - December 2011
MetLife Resources   1997 - 2007
MetLife Resources   1995 - 1996
MetLife  1995 - 1995
MetLife Resources   1990 - 1994

Skills
Sales

Education
Brigham Young University   1975 — 1982
Bachelor's degree, Business Administration and Management, General

Experience
Avon  November 2007 - Present
State of MN Dept Human Services   2014 - 2014
ING  March 2002 - July 2013
MetLife Resources   June 2001 - December 2001

Skills
Building Relationships, Problem Solving, Billing Process, Financial Services, Event Planning, Call Center, New Business Development, Account Management, Call Centers, Marketing, Microsoft Excel, Strategic Planning, Billing Systems, Project Management, Peer Mentoring, Leadership, Analysis, Management, Public Speaking, Customer Service, Accounting, Customer Satisfaction, Sales, Budgets, Process Improvement, MN Life, Accident and..., Six Sigma, Training, Employee Benefits, Coaching, Team Building, Banking, Outlook, Risk Management

Education
Cardinal Stritch University   2012 — 2015
Master of Business Administration (M.B.A.), Business/Commerce, General

Cardinal Stritch University   2009 — 2012
Bachelors, Business Management

Experience
Metlife Resources   January 2014 - Present
MetLife Resources   March 2009 - December 2013
Metropolitan Life Insurance Company  July 2005 - December 2009

Skills
Insurance, Fixed Annuities, Life Insurance, Series 63, Recruiting, Securities, FINRA, Retirement Planning, Enterprise Software, Series 7, Retirement, Employee Benefits, Investments, Financial Services, 401k, Mutual Funds, Management

Education
US Coast Guard Academy   1978 — 1982
BS Marine Engineering

American College
ChFC

American College
CLU

Minnechaug HS

University of New Orleans
MBA

Experience
EMPOWER Retirement  January 2014 - Present
Bank of America/Merrill Lynch  November 2012 - January 2014
MetLife Resources   1994 - 2010

Skills
Retirement, Mutual Funds, Series 7, 65, 24, Series 6, Team Management, Retirement Planning, Series 63, Disability Insurance, Series 7, 401k, Fixed Annuities, Term Life Insurance, Investments, Long-term Care, Asset Allocation, Insurance, Employee Benefits, Strategic Planning, Life Insurance, Wealth Management

Education
Northern Illinois University
BS, Education

Experience
SADLER LAW FIRM, LLP  May 2008 - Present
J. Mark Smith   November 2006 - May 2008
Private  1995 - November 2006
Harris County District Attorneys Office  August 1992 - August 1995
MetLife Resources   August 1987 - August 1992
Foley's Department Stores  January 1980 - August 1987

Skills
Member Oil and Gas..., Leases, Natural Gas, Due Diligence, Energy, Petroleum, Mineral Title, Rights..., Energy Industry, Oil & Gas Industry, Minerals, Title Searches, Mineral Rights, Titles, Oil & Gas Law, Legal Writing, Land Acquisition, Leasehold, Energy Law, Acquisitions, Joint Ventures, Title Opinions, Operating Agreements

Education
South Texas College of Law   1992 — 1996
J.D.

Texas A&M University   1976 — 1980
Bachelor of Business Management, BBA Management

Experience
GrubHub Inc.  April 2015 - Present
IBM  August 2012 - April 2015
IBM  May 2011 - August 2012
Rutgers University  September 2009 - May 2011
MetLife Resources   September 2010 - April 2011

Skills
Java, Eclipse, C, Test Automation, SQL, REST, JSON, JavaScript, HTML, User Interface, Rational Functional..., Rational Team Concert, UI Automation, MS Office Suite, Scrum

Education
Rutgers, The State University of New Jersey-New Brunswick   2008 — 2012
B.S., Computer Science, Economics, 3.35

Experience
Securus Financial Group, LLC   January 2005 - Present
N.A.S.T.   1998 - 2009
National Association of State Treasurers  1998 - 2009
ING  March 1998 - October 2003
Aetna Financial Services  1998 - 2003
MetLife Resources   1996 - 1998
United Resources   February 1987 - November 1989

Education
Quinnipiac University   1973 — 1976
Bachelor's degree, Accounting

Quinnipiac University   1973 — 1976
Bachelor of Science (B.S.), Accounting

Experience
MetLife Resources   December 1983 - Present
MetLife Resources   1983 - 2009

Education
California State University-Los Angeles   1968 — 1970

Experience
Trident United Way  May 2014 - Present
Social Mission Architects (SMA)   January 2013 - Present
Nex Atlanta   August 2012 - Present
Georgia Center for Nonprofits  January 2010 - Present
The Better You Network   December 2012 - Present
FirstBorn Group LLC   January 2003 - 2013
TechBridge  July 2011 - 2012
The Foundation Center  March 2011 - March 2011
MetLife Resources   June 2007 - September 2008
Wells Fargo- Formerly Wachovia  October 2005 - June 2007

Skills
Funding, Proposal Writing, Non-profits, Grant Writing, Program Development, Grants, Training, Leadership Development, Program Management, Non-profit..., Fundraising, Community Development, Public Speaking, Nonprofit Consulting, Social Enterprise, Nonprofits, Strategic Planning, Community Outreach, Employee Training, Volunteer Management, Leadership, Business Development, Marketing Strategy, Organizational..., Strategy, Entrepreneurship, Coaching, Philanthropy, Capacity Building, Conflict Resolution, Economic Development, Project Planning, Sustainability

Education
Webster University   2004 — 2006
MBA, Business/Finance

Tuskegee University   1994 — 1998
Bachelors, Political Science

St. Andrews Parish High School   1991 — 1994
High School Diploma (College Prep)

Minnie Hughes   1984 — 1987
Certificate, Elementary School

Experience
TIAA-CREF  October 2013 - Present
The Prosperity Consulting Group   December 2011 - April 2013
NAIFA Harford-Cecil   2009 - 2013
AXA Advisors  November 2010 - February 2012
Metlife Resources   March 2005 - November 2010
Allstate Financial  October 2001 - December 2004
Bank of America  January 1997 - March 2001
Legg Mason  1995 - 1998

Skills
Retirement Planning, Investments, Mutual Funds

Education
The American College   2007 — 2014
Chartered Financial Consultant, Financial Planning and Services, Awarded ChFC Designation

Towson University   1997 — 2000
Master of Science, Human Resource Development

Towson University   1991 — 1995
Bachelor of Science, Economics

North Harford High School   1988 — 1991
HS Diploma

Experience
Lincoln Investment Planning Inc.  January 2013 - Present
MetLife Resources   March 2005 - December 2012
Neshaminy Group   March 1984 - June 2003

Skills
401k, Financial Services, Retirement Planning, Mutual Funds, Finance, Small Business

Education
Penn State University   1979 — 1983
Bachelors of Business Administration, Major Accounting Minor Economics

Experience
Merrill Lynch  November 2012 - Present
Integrated Capital Group, Inc. Raymond James Financial Services, Inc.   October 2010 - November 2012
MetLife Resources   March 2008 - October 2010

Skills
Strategic Financial...

Education
Minnesota State University, Mankato   1998 — 2002
BS in Finance, Financial Planning

Experience
The Tiehen Group Inc.   March 2013 - Present
EOI Service Company, Inc.   August 2010 - March 2013
Diversified Investment Advisors  July 2005 - July 2009
MetLife Resources   May 1996 - July 2005
Prudential Financial  January 1991 - January 1996

Education
The University of Kansas   1983 — 1988
Bachelor of Science, Business Administration

Bishop Miege   1979 — 1983

Experience
MetLife Resources   October 2010 - April 2011
Ashford Advisors  2003 - March 2010
Golf Digest  2001 - 2003

Education
Georgia Institute of Technology   1978 — 1982
BS Economics, Economics

Experience
Horace Mann  July 2015 - Present
Horace Mann  March 2014 - Present
Horace Mann  December 2012 - July 2014
MetLife Resources   January 2012 - October 2012
The Adinolfi Group, Inc.   2009 - 2012
Allstate  March 1988 - April 2009

Skills
Recruiting, Series 26 Registered..., Marketing, New Business Development, Team Building, Leadership, Management, Public Speaking, Sales Management, Series 6, Insurance, Agency Development, Training, Sales Operations, Fixed Annuities, Property & Casualty..., Term Life Insurance, Retirement, Life Insurance, Retirement Planning, Commercial Insurance, Umbrella Insurance, Health Insurance, General Insurance, Claim, Long-term Care, Underwriting, Professional Liability, IRAs, Sales, Employee Benefits, Financial Services, Universal Life, Homeowners, Series 63, Portfolio Management, Disability Insurance, Customer Service, Small Business, Casualty Insurance, Liability, Strategic Planning

Education
Housatonic Community College   1984 — 1985

University of Bridgeport
Mathematics and Computer Science

Experience
American Payment Solutions Inc   February 2015 - Present
Dex Media  May 2014 - February 2015
RW Lynch  August 2012 - May 2014
Platinum Financial Solutions   November 1999 - February 2008
Retirement Resource Group   January 1995 - November 1999
MetLife Resources   March 1987 - December 1994

Skills
Sales Operations, Sales Management, Strategic Planning, Online Marketing, Territory Analysis, Presentation Development, Key Account Management, Organizational..., Business Ethics, Case Management, Program Implementation, Case Managment, Online Advertising, Training, Sales, Leadership, Analysis, Business Development, Budgets, Coaching, Public Speaking, Account Management, Marketing Strategy, Program Management, Management, Marketing, Selling, Advertising, Social Media, New Business Development, SEO, Team Building

Education
University of Phoenix   2010 — 2012
Bachelors of Science, Business Management

University of Phoenix   2009 — 2010
Associate of Arts (A.A.), Foundations of Business

Experience
TIAA-CREF  July 2010 - Present
MetLife Resources   February 2010 - May 2010
TIAA-CREF  September 2000 - October 2009
Cannon Financial Strategists   November 1996 - September 2000
Consumer Credit Counseling Service  August 1995 - November 1996

Skills
Retirement Planning, Budgets, Team Building, Strategic Planning, Insurance, Public Speaking, Project Management, Customer Service

Education
The University of Georgia   1994 — 1996
Master of Science, Consumer Economics

State University of New York College at Buffalo   1987 — 1990
Master of Art, Biology

Houghton College   1981 — 1985
Bachelor of Science, Biology

Auburn University

Experience
MULLINS WEALTH ADVISORS   September 2003 - March 2013
MetLife Resources   July 1999 - September 2003
Smith Barney  July 1996 - February 1998

Skills
Retirement Planning, Strategic Financial..., Estate Planning, Retirement, Insurance, Life Insurance, Disability Insurance, Long-term Care, Wealth, Employee Benefits, Wealth Management, Series 7, Fixed Annuities, Investments, Asset Allocation, Asset Managment, Finance, Small Business

Education
University of Texas Permian Basin   2009 — 2010
B.B.A, Finance; Minor in Economics

The University of Texas at Austin   1995 — 1997
Economics

Texas A&M University-Commerce   1993 — 1995
Economics

Paris High School   1987 — 1991
Diploma

Experience
Independent Associate Pre-Paid Legal Services Inc. & Identity Theft Shield   August 2014 - Present
State of Idaho  June 2010 - July 2014
Valic  March 2008 - May 2009
New York Life  October 2006 - October 2007
MetLife Resources   January 1996 - January 2005

Skills
Financial Advisory, Trainer, Long Term Care, Retirement Planning, Retirement, Annuities, IRA's, Asset Allocation, Mutual Funds, Public Speaking, Public Relations, Fixed Annuities, Investments, IRAs, Customer Service, Estate Planning, Finance, Insurance, Leadership, Long-term Care, Strategic Financial..., Team Building, Training

Education
University of Hawaii at Manoa
Professional Diploma, Secondary Education

University of Hawaii at Manoa
Bachelor of Arts, Liberal Studies, (English & Communications)

Experience
Retirement Systems of California   2014 - Present
Financial West Group  2013 - Present
MetLife Resources   October 2007 - January 2013
Citigroup  2003 - 2007

Skills
Wealth Management, Mutual Funds, Retirement, Series 7, Fixed Annuities, Investment Advisory, Retirement Planning, Asset Allocation, Wealth, Financial Planners, Investment Strategies, Long-term Care, Finance, Pensions, Financial Planning, 401k

Education
Arizona State University   1983 — 1988
Bachelor of Science (B.S.), Finance, General

Experience
New Horizons Computer Learning Center  January 1998 - Present
Metlife Resources   March 1996 - December 1998

Skills
Salesforce.com, SaaS, Cloud Computing, Managed Services, Virtualization, Enterprise Software, Cold Calling, Professional Services, Storage, Unified Communications, VMware, Problem Solving, Strategic Thinking, Thought Leadership, Sales Effectiveness, Sales Management, Entrepreneurship, Key Account Management, Business Strategy, Account Management, Migration Projects, Training ROI, Selling, Management, Training, Networking, Sales Operations, Security, Business Intelligence, Vendor Management, Consulting, Team Management, Business Development, Sales

Education
University of Hartford   1991 — 1995
Bachelor of Arts

Experience
BV Resource Advisors LLC   February 2015 - Present
Next Step Living  October 2014 - March 2015
Zacks Investment Management  November 2013 - October 2014
Metlife Resources   November 2009 - November 2013
Bank of America/Merrill Lynch Wealth Management  September 2006 - December 2009
Wachovia Bank  November 2000 - August 2004
Mellon Bank  1997 - 2000

Skills
Retirement Planning, Mutual Funds, Asset Allocation, Financial Advisory, Investment Advisory, Investments, Insurance, Investment Strategies, Wealth, Portfolio Management, Wealth Management, Retirement, Financial Services, Series 6, Series 7, Alternative Investments, Equities, Investment Management, Health Insurance, Finance, Wealth Management..., Capital Markets, Defined Benefit, Financial Markets, Investment Advisory..., Separately Managed..., Employee Benefits, Defined Contribution, Securities, Hedge Funds, Asset Management, IRAs, Relationship Management, Fixed Income, Loans, Financial Modeling, Life & Health Insurance..., Credit, 401k, Financial Analysis, Risk Management, Life Insurance, Financial Planners, Fixed Annuities, Pensions, Strategic Financial..., Bonds

Education
University of Rhode Island   1980 — 1982
BS/BA, Business - Marketing

Experience
Insperity  September 2006 - Present
MetLife Resources   June 2004 - September 2006
First Command Financial Planning  2002 - 2004
Concentric Visions   2000 - 2002
Boris FX  1997 - 2001

Skills
Account Management, Salesforce.com, Small Business, Lead Generation, Business Strategy, Start-ups, Sales, Sales Management, Marketing, Marketing Strategy, Business Planning, Insurance, Contract Negotiation, Strategic Partnerships, Strategy, Performance Management, Management, Business Intelligence, Payroll, Employee Benefits, Human Resources, Expense Management, Recruiting, Time and Attendance..., Working Capital..., Outsourced Bookkeeping..., Training and..., Consulting, Change Management, Organizational..., Sales Process, Personnel Management, Training, Coaching, Employee Relations, Leadership, Leadership Development, Workforce Planning, Cold Calling, Solutions Marketing

Education
Tulane University   1992 — 1996

Experience
Collier Legal Search  January 2014 - Present
American Search Partners   September 2011 - January 2014
Dearborn & Creggs   August 2009 - September 2011
MetLife Resources   June 2002 - September 2009
TIG Capital Securities   January 2001 - January 2002
Morgan Stanley  January 1998 - January 2001

Skills
Retirement, Investments, Wealth, Customer Relations, Asset, Strategic Planning, Series 7, Retirement Planning, Securities, Annuities, Mutual Funds, Wealth Management, Financial Advisory, FINRA, Asset Allocation, IRA's, Portfolios, Bonds, High Net Worth..., Long Term Care, Stocks, Brokerage, Insurance, Series 65, Financial Advice, 401k, Asset Management, Portfolio Management, Fixed Income, ETFs, Alternative Investments, Investment Products, Career Assessment, Expand Revenues, Interact with C Clients, Client Rapport, Recruiting, Relationship..., Relationship Management, Fixed Annuities, Customer Service, Leadership, Sourcing, Staffing Services, Permanent Placement, Recruitment Advertising, Talent Acquisition, Screening Resumes, Employee Relations, Temporary Staffing

Education
University of Houston
BA, Political Science, graduated with honors, GPA - 3.65

Washington D.C. Pharmaceutical Sales   2000 — 2000
CNP Certificate - #606122014, Pharmacology, 90%

Experience
Fidelity Investments  April 2010 - Present
Fidelity Investments  January 2006 - April 2010
MetLife Resources   January 2004 - January 2006
Fidelity Investments  January 2000 - January 2004

Skills
Financial Services, Relationship Management, Series 7, Account Management, Mutual Funds, Sales, Series 63, Investments, Insurance, CRM

Education
University of Vermont   1996 — 2000
Bachelor of Arts (BA), Psychology and Business

School for International Training
Social Psychology

Experience
Fidelity Bank  July 2010 - Present
Haven Trust Bank   January 2006 - March 2009
Georgia Telco Credit Union   August 2004 - January 2006
Bank of America  2002 - 2004
METLIFE RESOURCES   2001 - 2002
First Union National Bank  1986 - 1997

Education
State University of New York - System

Experience
Accubranch / Solidus   August 2010 - Present
Bestchoice Recruiting   December 1999 - Present
MetLife Resources   January 2010 - July 2010
DS Atlantic Contracting   February 1999 - November 1999
KinderCare  January 1994 - January 1998
CompuCook   January 1997 - November 1997
Bachrach  January 1995 - January 1997
Chili's  August 1991 - January 1994
Walt Disney World  January 1991 - August 1991

Skills
New Business Development, Construction, Strategic Partnerships, Sales, Interior Design, Furniture, Talent Acquisition, Marketing, Business Development, Strategic Planning, Account Management, Executive Management, Sales Management, Budgets, Negotiation, Market Research, Business Strategy, Marketing Strategy, Competitive Analysis, Merchandising, Start-ups, Strategy, Consulting, Lead Generation, Contract Negotiation, Business Planning, P&L Management, Management

Education
Governors State University   1994 — 1996

Illinois State University   1991 — 1992

State University of New York College at Buffalo   1989 — 1991

Escola Secundária Sebastião e Silva

Niagara Wheatfield High School

Experience
S&P Capital IQ  January 2015 - Present
S&P Capital IQ  July 2013 - December 2014
MetLife Resources   May 2011 - August 2012
Copper Springs Beach and Tennis Club   May 2010 - August 2010
New Providence Presbyterian Church  September 2008 - June 2009
Women’s Varsity Lacrosse Team   March 2007 - June 2009
Women’s Varsity Tennis Team   September 2006 - November 2008

Skills
Leadership, Finance, PowerPoint, Microsoft Excel, Facebook, Financial Modeling, Market Research, Data Analysis

Education
University of Richmond   2009 — 2013
Bachelor of Science (BS), Finance, General

University of Richmond   2009 — 2013
Bachelor of Science, Business Administration Finance

Experience
MetLife Resources   September 2006 - Present
MetLife Resources   May 2003 - September 2006
MetLife Resources   February 1999 - May 2003

Skills
Leadership, Product Marketing, Marketing Communications, Insurance, Management, Product Development, Mutual Funds, New Business Development, Investments, Budgets, Retirement Planning, Marketing Management, Fixed Annuities, Marketing, Program Management, Cross-functional Team..., Strategic Planning, Financial Services, Marketing Strategy, Employee Benefits, Strategy, Retirement

Education
University of Colorado Boulder   1989 — 1994

University of Denver - Daniels College of Business
MBA

Experience
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

Experience
MetLife  September 2012 - Present
MetLife Resources   June 2011 - July 2012
ING Institutional Plan Services   2008 - 2011
ING  January 2008 - January 2010
ING  January 2006 - 2010
CitiStreet  January 2005 - December 2006
CitiStreet  January 2005 - January 2006
CitiStreet  January 2005 - January 2006
Merrill Lynch  January 1999 - January 2005
Merrill Lynch  January 1998 - January 1999

Skills
401k, Employee Benefits, Relationship Management, Investments, Retirement Planning, 403 b, Process Improvement, Data Conversion, Series 6, Mutual Funds, Financial Services, Retirement, Training, Management

Education
Rider University
Bachelor of Arts, Sociology and Social Work

Rider University

Experience
VALIC  May 2006 - Present
Aviva Life Insurance  June 2000 - February 2006
MetLife Resources   January 1993 - May 2000
Mercer  1987 - 1993
Kaiser Permanente Medical Care Program   1982 - 1987

Education
University of Notre Dame
BA

University of San Francisco
Master of Public Health Administration, Public Health Services

University of California, Berkeley - Walter A. Haas School of Business
MBA, Finance

Seton Hall Prep
HS Diploma

Experience
MetLife  April 2004 - Present
Lincoln Financial Advisors  January 2003 - March 2004
MetLife Resources   June 1989 - January 2003
COR Trading, Inc   October 1985 - January 1989

Education
University of Michigan   1981 — 1984
BA, Economics

Rocky River High School   1976 — 1980

Experience
MetLife  September 2010 - Present
MetLife Resources   2010 - Present

Education
University of Louisiana at Lafayette   1972 — 1977
BA, Business and marketing

Experience
Cents & Sensibility, Inc.   July 2000 - Present
Cue Financial   July 1994 - July 2000
MetLife Resources   October 1987 - July 1994

Skills
Strategic Financial..., Investments, Investment Advisory, Retirement, Wealth Management, Series 63, Series 7, Mutual Funds, Retirement Planning, Financial Advisory, Financial Planners, Wealth, Leadership, Life Insurance, Bonds, FINRA, Long-term Care, Disability Insurance, Mortgage Lending, Fixed Annuities, Financial Services, ETFs, Finance, Asset Management, Insurance, Portfolio Management, Relationship Management, Uniform Combined State..., Investment Strategies, Asset Allocation, Alternative Investments, Pensions, Securities, IRAs, 401k, Estate Planning, Investment Management, High Net Worth..., Small Business, FINRA Series 7, FINRA Series 66, FINRA Series 63, Financial Planning

Education
San Diego State University-California State University
Bachelor of Science, Financial Services

Mission San Jose

Experience
MetLife  June 1987 - Present
MetLife Resources   1993 - 1999

Skills
Fixed Annuities, Insurance, Series 6, Retirement, Life Insurance, Disability Insurance, Series 63, Retirement Planning, Mutual Funds, Underwriting, 401k, Term Life Insurance, Health Insurance, Long-term Care, Property & Casualty..., Reinsurance, IRAs, FINRA, Long Term Care Insurance, Financial Services, Investment Advisory, Variable Annuities, Whole Life, Wealth Management, Series 24, Financial Planners, Securities, Financial Planning

Education
State University of New York at New Paltz   1983 — 1987
Bachelor of Science (B.S.), Business Administration/Marketing

Plainview, NY   1979 — 1983

Experience
MetLife Resources   October 1992 - March 2009

Education
University of Maryland College Park   1969 — 1973
Bachelor of Science, Education

Experience
Citi Commercial Bank  September 2010 - Present
D&D Closing Service LLC   March 2008 - September 2010
Metlife Resources   March 2009 - October 2009
Merrill Lynch  May 2008 - January 2009
Citi Smith Barney  February 2007 - 2008
CItibank N.A.   May 2004 - February 2007
Citigroup  April 2000 - May 2004

Skills
Real Estate, Financial Advisory, Middle Office, Notary Public, Product Management, Corporate Trust, Series 65, Series 7, Series 63, Insurance, Project Finance, Asset Backed Financing, Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Credit Risk, Investment Banking, Finance, Structured Finance, Financial Services, Credit, Commercial Banking, Funding, Mortgage Lending, Fixed Income, Risk Management, Loans, Banking

Education
Liberty University
Master's Degree, MCM

New York University
Bachelor's Degree, Social Science with a concentration in Economics

Experience
TIAA-CREF  March 2007 - Present
Art Institute of Charlotte  January 2007 - Present
MetLife Resources   January 2005 - March 2007
JP Morgan Chase  September 2003 - January 2005
TT Technologies   January 2002 - June 2003
Lofland Company Midwest   May 2001 - November 2001
Sunbelt Rentals  October 1999 - May 2001

Skills
Strategy, Leadership, Insurance, Training, Mutual Funds, Project Management, Sales, Finance, Fixed Annuities, Management, Marketing, Portfolio Management, Investments

Education
Franklin University   2002 — 2004
Master of Business Administration, Finance; 8/2004

The Ohio State University   1988 — 1993
Bachelor of Arts, Social & Behavioral Sciences

Experience
National City  October 2007 - October 2008
Merrill Lynch  August 2006 - October 2007
UBS FINANCIAL SERVICES  January 2005 - August 2006
METLIFE_RESOURCES  July 2003 - December 2004
Health First  July 2003 - December 2004
MetLife Financial Services  January 2002 - July 2003
Waddell & Reed Financial Services  January 2001 - January 2002
Fidelity Capital Markets  January 2000 - June 2001
Morgan Stanley  June 1986 - January 2000
Morgan Stanley  January 1989 - January 1991

Education
Adelphi University
B.S., Management & Communications

Indian River State College
A.S., Paralegal Studies

Experience
Home  August 2008 - Present
Fiserv ISS  April 2007 - August 2008
State of Colorado  September 2006 - March 2007
MetLife Resources   October 2005 - July 2006
Cost Plus World Market  September 2000 - August 2005

Skills
Microsoft Excel, Customer Service, Financial Services, Data Entry, Compensation & Benefit, Call Center, Call Centers, Outlook, Deferred Compensation, Recruiting, Employee Benefits, Employee Relations, Payroll, Training, PeopleSoft, Human Resources, AS400 system, Filing, Typing, Microsoft Word, Kronos Timekeeping, Hiring Personnel, Budgets

Education
Metropolitan State University of Denver   2006 — 2007

Illinois Central College   1995 — 1997
Associate’s Degree

Pekin Community High School   1991 — 1995
Diploma, College Preparatory

Experience
Tompkins Mahopac Bank  June 2012 - Present
Mutual Security Credit Union  February 2011 - June 2012
MetLife Resources   June 2010 - December 2010
Naugatuck Savings Bank  October 2006 - June 2010
Webster Bank  October 2005 - October 2006

Skills
Customer Service, Credit, Banking, Word, Excel, Loans, Sales, Management, Teamwork, Microsoft Office, Customer Satisfaction, Lines Of Credit, Retail Banking, Event Planning, Cross Selling, Consumer Lending, Commercial Banking, Branch Management, Branch Banking, New Business Development, Personal Banking, Teller Operations, Internet Banking, Mortgage Banking, Risk Management, AML, Refinance, Residential Mortgages, Deposit Growth, Outlook, Commercial Lending, Loan Origination, Small Business Lending, Financial Services

Education
Southern Connecticut State University
Liberal Arts

Experience
Security Benefit  October 2012 - Present
Beale Investment Group   February 2010 - October 2012
MetLife Resources   1995 - 2010
ING  2000 - 2004
Penn Mutual  1986 - 1989

Skills
401k, Retirement Planning, Retirement, Fixed Annuities, Defined Contribution, Investments, Pensions, Asset Management, Mergers & Acquisitions, ERISA, Financial Advisory, Series 7, Series 63, Strategic Financial..., 403 b, Series 6, Investment Advisory, Asset Allocation, Sales, Mutual Funds, Portfolio Management, Wealth Management, Alternative Investments, Employee Benefits

Education
Arizona State University - W. P. Carey School of Business   1978 — 1982
BS, Finance, Minor in Accounting

Experience
College for Financial Planning  July 2014 - Present
TIAA-CREF  January 2013 - July 2014
TIAA-CREF  November 2006 - January 2013
Insurance and Securities School of America   October 2003 - November 2005
MetLife Resources   April 2001 - December 2002
JP Morgan Advisors, Inc   March 2000 - March 2001
TIAA-CREF  July 1994 - March 2000

Skills
Wealth Management, Asset Allocation, Investments, IRAs, Life & Health Insurance..., Pensions, Strategic Financial..., Investment Advisory, Investment Strategies, Asset Managment, Defined Benefit, Variable Annuities, Financial Advisory, Asset Management, Financial Services

Education
University of Colorado   1995 — 1998
MBA

University of Colorado Denver   1994 — 1998
Master of Business Administration (MBA), Finance, General

The University of Connecticut   1989 — 1993
Bachelor of Arts (B.A.), Economics

Experience
Department of Veterans Affairs  April 2012 - Present
US Army  September 2010 - April 2012
MetLife Resources   2006 - 2010
First Command Financial Services  2002 - 2006
The Metropolitan Museum of Art  1996 - 2000
United States Air Force  1989 - 1991
United States Air Force  1986 - 1989
United States Air Force  May 1985 - October 1986
USAF  1982 - 1985

Skills
Program Management, Policy, Policy Analysis, Public Speaking, Risk Management, Process Improvement, Research, Training, Team Building, Security Clearance, Insurance, Government, Leadership Development, Strategic Financial..., Leadership, Community Outreach, Staff Development, Budgets, Military, DoD, Analysis, Management, Organizational..., Human Resources, Emergency Management, Financial Planning

Education
Tulane University   1978 — 1982
BS, Psychology & Sociology

Long Island University, Brooklyn Campus   1998 — 2000
MS HRM, Human Resource Management

Experience
Blarney Stone enterprises   January 2014 - Present
The Results Group - Inland Empire   2012 - December 2013
TD Ameritrade  2008 - 2012
Altas Securities   2006 - 2008
MetLife Resources   2003 - 2006
Pacific Bell/SBC/AT&T   1973 - 2003

Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Series 7, Retirement, Mutual Funds, Investment Advisory, Estate Planning, Portfolio Management, Asset Allocation, Fixed Annuities, IRAs, Private Banking, Wealth Accumulation, 401k, Asset Management, Hedge Funds, Long-term Care, Series 65, Life Insurance, Investment Strategies, Series 6, FINRA, Equities, Bonds, Term Life Insurance, Financial Services, Trading, Personal Financial..., Investment Management, Wealth, Uniform Combined State..., Series 24, Pensions, Personal Finance, Options, Wealth Management..., Securities, Financial Advisory, Series 63, Financial Planners, ETFs, Alternative Investments, High Net Worth..., Fixed Income, Finance, Variable Annuities, 401k Rollovers, Trading Strategies

Education
American College of Financial Planning   2006 — 2013
Certificed Financial Planner

Golden Gate University   1999 — 2000
Master of Science (MS), Information Technology

University of La Verne   1985 — 1987
Master of Business Administration (M.B.A.), Human Resources Management and Services

USC   1980 — 1981
Master of Public Administration (MPA), Public Policy Analysis

UCLA   1972 — 1973
Master of Arts (MA), Economics

St. Mary's Seminary   1968 — 1972
Bachelor of Arts (BA), Philosophy

Experience
Home  December 2013 - Present
Goddard USD 265   September 2004 - December 2013
HeadStart Heartland Learning Center   September 2003 - September 2004
MetLife Resources   October 2000 - January 2003
Johnson County Courthouse   June 1999 - October 2000

Skills
ELL certified 04/2012, Curriculum Design, Classroom, Educational Leadership, Teaching, Special Education, Lesson Planning, Classroom Management, Teacher Training, Computer Proficiency, typing, Keyboard Skills, HTML Web pages, Windows, Microsoft Office, Multifunction..., Lotus Notes, Customer Service, Phone Etiquette, Licensing, Legal Compliance

Education
Southwestern College   2012 — 2015
Bachelor of Science (B.S.), Early Childhood Education and Teaching with Special Education Endorsements

Baker University   2010 — 2011
Master's degree, Conflict Management/Dispute Resolution, 3.9 GPA

Friends University   2008 — 2010
Bachelor of Science (B.S.), Human Resources Management and Services, 3.8 GPA

Wichita State University   2005 — 2007
Elementary Education and Teaching, 3.8

Johnson County Community College   2000 — 2004
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities, 3.5

Olathe North High School   1995 — 1998
General Education, 3.8 GPA

Experience
MetLife  March 2011 - Present
MetLife Resources   June 2008 - March 2011

Skills
Employee Benefits, Insurance, Life Insurance, Mutual Funds, Investments, 401k, Disability Insurance, Long Term Care Insurance, Retirement, Retirement Planning, Fixed Annuities, Relationship Management, Variable Annuities, Qualified Retirement..., ERISA, Microsoft Office

Education
Fairleigh Dickinson University

Experience
Turbo Kick   April 2013 - Present
Team Beachbody Independent Business Coach  January 2013 - Present
Zumba Fitness Instructor  November 2010 - Present
AIG Valic  November 2007 - November 2008
Metlife Resources   January 2007 - November 2007

Skills
CPR/AED Certified, AFAA Group Exercise..., Zumba® Fitness Basic 1..., Zumba® Fitness Basic 2..., Zumba Toning® licensed, Zumbatomic® licensed, First Aid, Training

Education
Alfred State College - SUNY College of Technology   1998 — 2004
Bachelor of Business Administration (BBA), Financial Services Management

Continental School of Beauty Culture-Olean

Experience
Bank of America  November 2013 - August 2015
Wells Fargo Advisors  January 2011 - March 2013
Merrill Lynch/BanK of America Investments   January 2010 - January 2011
Finance  January 2009 - January 2010
Metlife Resources   January 2008 - January 2009
Aon Hewitt  January 2006 - January 2008
TIAA-CREF  January 2006 - March 2006
BB&T Investment Services  January 2005 - January 2006
Ruesch International  January 2002 - January 2004
Man Financial  January 2000 - January 2002

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java

Education
Indiana University Bloomington   1988 — 1992
Bachelor's degree, English Language and Literature/Letters

Rollins College   1987 — 1988

Indiana University
Bachelor of Arts, Liberal Arts

Experience
Wilmington Trust  May 2010 - Present
Wilmington Trust  May 2010 - Present
Wilmington Trust  April 2007 - May 2010
Wilmington Trust  April 2007 - May 2010
Wilmington Trust  January 2004 - April 2007
Wilmington Trust  January 2004 - April 2007
MetLife  May 2001 - January 2004
MetLife Resources   May 2001 - January 2004
First Union National Bank  November 1999 - May 2001
Nationwide Insurance Company  January 1996 - May 1999

Skills
Organization, Detailed Organization, Well-developed..., Financial Services, Investments, Finance, Insurance, Banking, Mutual Funds, Management, Loans, Sales, Retirement, Life Insurance, Fixed Annuities, Financial Advisory, Accounting, Call Centers, Pensions, Disability Insurance, Selling, IRAs, Policy

Education
Cannon Financial Institute

Morgan State University
Bachelors of Science, Sociology

Wilmington College
MBA, Business Administration and Management, General

Wilmington University
Masters Degree, Business Administration

Experience
USAA  July 2014 - Present
USAA  October 2012 - July 2014
USAA  February 2012 - October 2012
MetLife Resources   August 2005 - September 2009
Planto Roe Financial Services  January 2004 - August 2005

Skills
Mutual Funds, Team Building, Series 7, Retirement Planning, Investments, Financial Services, Series 63, Risk Management, Portfolio Management, Financial Advisory, Securities, Insurance, Banking, Management, Leadership, Financial Analysis, Finance, Retirement, Financial Planning, Process Improvement, Wealth Management, Microsoft Excel, Customer Service, Investment Strategies, Business Analysis, Asset Management, Team Leadership, Investment Advisory, Sales, Program Management, Estate Planning, Project Management, Agile & Waterfall..., Series 24, Series 4, Lean Six Sigma

Education
Colorado State University   2012 — 2016
Master of Business Administration (M.B.A.)

Texas State University   1998 — 2001
Bachelor of Business Administration (BBA)

Texas A&M University   1996 — 1998