Mutual of America
Description
The Mutual of America Life Insurance Company, also referred to as Mutual of America, is a Fortune 1000 mutual company based in Manhattan, New York City. Founded in 1945, it is ranked on the Forbes 500 list as the tenth-largest mutual life insurance company in the United States. Headquarters: New York City, New York, United States CEO: John R. Greed (1 Apr 2016–) Founded: 1945 Subsidiaries: Mutual of America Capital Management LLC, Type of business: Mutual organization
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Mutual of America Employees
Employee
Years
Job
Industry
Dianne Rinehardt Dianne Rinehardt's Mutual of America Experience December 2012 - Present
Job Specialist at Mutual of America
Industry Financial Services
Experience
Mutual of America December 2012 - Present
Provant June 2012 - Present
Skills
Customer Service, Microsoft Office, Project Management, Microsoft Excel, Leadership, Microsoft Word, Strategic Planning, Microsoft Project, Medical-Surgical, Telemetry, ACLS, BLS, COBOLII, DB2, JCL, VSAM, ADABAS, Natural, FTP, SQL, CICS, MVS, z/OS, Full SDLC, SEI CMM
Education
Chamberlain College of Nursing 2014 — 2016
Master's Degree, Nursing Informatics, 4.0
Florida State College @ Jacksonville 2008 — 2010
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Manhattan College 1979 — 1984
Bachelor of Science (BS), Electrical Engineering
Mutual of America December 2012 - Present
Provant June 2012 - Present
Skills
Customer Service, Microsoft Office, Project Management, Microsoft Excel, Leadership, Microsoft Word, Strategic Planning, Microsoft Project, Medical-Surgical, Telemetry, ACLS, BLS, COBOLII, DB2, JCL, VSAM, ADABAS, Natural, FTP, SQL, CICS, MVS, z/OS, Full SDLC, SEI CMM
Education
Chamberlain College of Nursing 2014 — 2016
Master's Degree, Nursing Informatics, 4.0
Florida State College @ Jacksonville 2008 — 2010
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Manhattan College 1979 — 1984
Bachelor of Science (BS), Electrical Engineering
Nicholas Psarros Nicholas Psarros's Mutual of America Experience 2003 - January 2012
Job Team Lead, Managed Services at Charles River Development
Industry Financial Services
Experience
Charles River Development January 2012 - Present
Mutual of America 2003 - January 2012
Mutual of America 2000 - 2003
Mutual of America 1997 - 2000
Mutual of America January 1995 - 1997
Hunter College September 1991 - June 1995
Skills
SQL, Microsoft SQL Server, Business Analysis, Equities, Requirements Analysis, Order Management, Portfolio Management, Project Management, VMware, MS Project, Visio, Asset Managment, Java, Access, Microsoft Excel, VBA, Automation, Windows Server, XML, PGP, Tidal Enterprise..., Team Leadership, Charles River IMS, Bloomberg Software, Active Directory, IT Strategy, Asset Management, Windows 7
Education
Saint John's University 1997 — 2001
MBA
City University of New York-Hunter College 1987 — 1991
BA
Charles River Development January 2012 - Present
Mutual of America 2003 - January 2012
Mutual of America 2000 - 2003
Mutual of America 1997 - 2000
Mutual of America January 1995 - 1997
Hunter College September 1991 - June 1995
Skills
SQL, Microsoft SQL Server, Business Analysis, Equities, Requirements Analysis, Order Management, Portfolio Management, Project Management, VMware, MS Project, Visio, Asset Managment, Java, Access, Microsoft Excel, VBA, Automation, Windows Server, XML, PGP, Tidal Enterprise..., Team Leadership, Charles River IMS, Bloomberg Software, Active Directory, IT Strategy, Asset Management, Windows 7
Education
Saint John's University 1997 — 2001
MBA
City University of New York-Hunter College 1987 — 1991
BA
Tabetha Pares Tabetha Pares's Mutual of America Experience August 2014 - Present
Job at Mutual of America
Industry Financial Services
Experience
Mutual of America August 2014 - Present
Mutual of America October 2013 - July 2014
Mutual of America October 2011 - October 2012
Mutual of America October 2010 - October 2011
Mutual of America May 2007 - October 2010
Mutual of America September 2006 - May 2007
Skills
Customer Service, Insurance, Mutual Funds, Retirement Planning, Risk Management, Banking, Credit, Employee Benefits, Financial Analysis, Financial Services, Fixed Annuities, Investments, Life Insurance, Retirement
Education
Borough of Manhattan Community College 2009 — 2011
Mutual of America August 2014 - Present
Mutual of America October 2013 - July 2014
Mutual of America October 2011 - October 2012
Mutual of America October 2010 - October 2011
Mutual of America May 2007 - October 2010
Mutual of America September 2006 - May 2007
Skills
Customer Service, Insurance, Mutual Funds, Retirement Planning, Risk Management, Banking, Credit, Employee Benefits, Financial Analysis, Financial Services, Fixed Annuities, Investments, Life Insurance, Retirement
Education
Borough of Manhattan Community College 2009 — 2011
Karen Kim Karen Kim's Mutual of America Experience June 2010 - August 2012
Job HSBC Retail Banking and Wealth Management
Industry Market Research
Experience
HSBC July 2015 - Present
HSBC May 2014 - July 2015
HSBC June 2013 - November 2013
eVestment January 2013 - June 2013
PerTrac Financial Services September 2012 - January 2013
Mutual of America June 2010 - August 2012
Skills
Research, Social Media, HTML, English, Constant Contact, Microsoft Suites, Customer Service, CRM, Photoshop, Accounting, Data Analysis, Sales
Education
City University of New York-Baruch College 2010 — 2014
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
University of Massachusetts, Amherst 2009 — 2010
Bachelor of Business Administration (BBA), Finance, General
Bronx High School of Science
Advanced New York State Regents Diploma/ Bronx High School of Science Diploma
HSBC July 2015 - Present
HSBC May 2014 - July 2015
HSBC June 2013 - November 2013
eVestment January 2013 - June 2013
PerTrac Financial Services September 2012 - January 2013
Mutual of America June 2010 - August 2012
Skills
Research, Social Media, HTML, English, Constant Contact, Microsoft Suites, Customer Service, CRM, Photoshop, Accounting, Data Analysis, Sales
Education
City University of New York-Baruch College 2010 — 2014
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
University of Massachusetts, Amherst 2009 — 2010
Bachelor of Business Administration (BBA), Finance, General
Bronx High School of Science
Advanced New York State Regents Diploma/ Bronx High School of Science Diploma
Van Erick Pena Van Erick Pena's Mutual of America Experience August 2015 - Present
Job Service Representative at Mutual of America
Industry Insurance
Experience
Mutual of America August 2015 - Present
Duane Reade June 2007 - August 2015
Digital River, Inc June 2006 - October 2006
Mystic Lake Casio March 2003 - April 2004
Skills
Loss Prevention, Cashiering, Inventory Management, Inventory Control, Shrinkage, Merchandising, Retail, Store Management, Customer Service, Planograms, Visual Merchandising, Cash Handling Experience, Multi-unit, Retail Sales, Data Entry, POS, Store Operations, Distribution Center..., Customer Satisfaction, New Store Openings, Accounts Payable, Accounts Receivable, Payroll, Management, Phone Etiquette, Phone Skills, Microsoft Office, Smart Systems, Training, Sales, Driving Results, Inventory, Cash Register, Associate Development, Time Management, P, Merchandise Planning, Assortment, Grocery, Employee Training, Teamwork, Schedules, People Development, Account Reconciliation, Stock Control, Asset Protection, Accountability, Product Knowledge, QuickBooks, Stock Management
Education
Hunter College 2013 — 2016
Borough of Manhattan Community College 2010 — 2012
Associates of Applied Science, Accounting
Mutual of America August 2015 - Present
Duane Reade June 2007 - August 2015
Digital River, Inc June 2006 - October 2006
Mystic Lake Casio March 2003 - April 2004
Skills
Loss Prevention, Cashiering, Inventory Management, Inventory Control, Shrinkage, Merchandising, Retail, Store Management, Customer Service, Planograms, Visual Merchandising, Cash Handling Experience, Multi-unit, Retail Sales, Data Entry, POS, Store Operations, Distribution Center..., Customer Satisfaction, New Store Openings, Accounts Payable, Accounts Receivable, Payroll, Management, Phone Etiquette, Phone Skills, Microsoft Office, Smart Systems, Training, Sales, Driving Results, Inventory, Cash Register, Associate Development, Time Management, P, Merchandise Planning, Assortment, Grocery, Employee Training, Teamwork, Schedules, People Development, Account Reconciliation, Stock Control, Asset Protection, Accountability, Product Knowledge, QuickBooks, Stock Management
Education
Hunter College 2013 — 2016
Borough of Manhattan Community College 2010 — 2012
Associates of Applied Science, Accounting
Matt Tuft MBA, CFP® Matt Tuft MBA, CFP®'s Mutual of America Experience February 2004 - June 2006
Job External Wholesaler at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Group April 2008 - Present
State Farm Insurance Company June 2006 - April 2008
Mutual of America February 2004 - June 2006
Allstate Financial Services, LLC April 2003 - February 2004
US Bancorp November 2000 - April 2003
Merrill Lynch February 2000 - November 2000
The Meyers Group Research Analyst June 1999 - February 2000
Skills
Retirement Planning, Life Insurance, Estate Planning, Fixed Annuities, Mutual Funds, Retirement, Investments, Insurance, Financial Advisory, Financial Services, Variable Annuities, Disability Insurance, Banking, Pensions, Sales, Loans, Defined Benefit, Health Insurance, Series 7, 401k, Wealth Accumulation, Wealth Management, Series 63, CFP®, MBA, Underwriting
Education
University of Phoenix 2000 — 2002
MBA, Business
California State University-Chico 1986 — 1999
Bachelor of Science Business Administration, Financial Services
Lincoln Financial Group April 2008 - Present
State Farm Insurance Company June 2006 - April 2008
Mutual of America February 2004 - June 2006
Allstate Financial Services, LLC April 2003 - February 2004
US Bancorp November 2000 - April 2003
Merrill Lynch February 2000 - November 2000
The Meyers Group Research Analyst June 1999 - February 2000
Skills
Retirement Planning, Life Insurance, Estate Planning, Fixed Annuities, Mutual Funds, Retirement, Investments, Insurance, Financial Advisory, Financial Services, Variable Annuities, Disability Insurance, Banking, Pensions, Sales, Loans, Defined Benefit, Health Insurance, Series 7, 401k, Wealth Accumulation, Wealth Management, Series 63, CFP®, MBA, Underwriting
Education
University of Phoenix 2000 — 2002
MBA, Business
California State University-Chico 1986 — 1999
Bachelor of Science Business Administration, Financial Services
David Hamn David Hamn's Mutual of America Experience December 2008 - Present
Job Account Executive at Mutual of America
Industry Financial Services
Experience
Mutual of America December 2008 - Present
Self-Employed January 2004 - December 2008
Bank of America September 1998 - January 2004
Alfa Insurance June 1997 - September 1998
Skills
Retirement Planning, Retirement
Education
Auburn University 1994 — 1997
Bachelor of Science (BS), Finance, General
Mutual of America December 2008 - Present
Self-Employed January 2004 - December 2008
Bank of America September 1998 - January 2004
Alfa Insurance June 1997 - September 1998
Skills
Retirement Planning, Retirement
Education
Auburn University 1994 — 1997
Bachelor of Science (BS), Finance, General
Jay Pineda's Mutual of America Experience September 2011 - September 2013
Job Webex iSales at Cisco
Industry Telecommunications
Experience
Cisco Webex March 2015 - Present
T-Mobile May 2014 - March 2015
Mutual of America September 2011 - September 2013
Skills
Mobile Devices, Telecommunications, Wireless, Cellular Communications, M2M, Customer Retention, Networking, LTE, Mobile Technology, B2B, Tennis, Investments, Retirement Planning, Pensions, Series 6, Series 63, Finance, Salesforce.com
Education
California State University-East Bay 2009 — 2011
Master of Business Administration (MBA), Finance, General
California State University-East Bay 2005 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Contra Costa College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Cisco Webex March 2015 - Present
T-Mobile May 2014 - March 2015
Mutual of America September 2011 - September 2013
Skills
Mobile Devices, Telecommunications, Wireless, Cellular Communications, M2M, Customer Retention, Networking, LTE, Mobile Technology, B2B, Tennis, Investments, Retirement Planning, Pensions, Series 6, Series 63, Finance, Salesforce.com
Education
California State University-East Bay 2009 — 2011
Master of Business Administration (MBA), Finance, General
California State University-East Bay 2005 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Contra Costa College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Anthony Petricini's Mutual of America Experience December 2013 - June 2014
Job Financial Specialist
Industry Financial Services
Experience
PNC November 2014 - Present
Mutual of America December 2013 - June 2014
BNY Mellon February 2013 - December 2013
Lincoln Investment Planning May 2010 - January 2013
Education
Duquesne University 2007 — 2011
Finance & Investment Management
Pittsburgh Central Catholic 2003 — 2007
PNC November 2014 - Present
Mutual of America December 2013 - June 2014
BNY Mellon February 2013 - December 2013
Lincoln Investment Planning May 2010 - January 2013
Education
Duquesne University 2007 — 2011
Finance & Investment Management
Pittsburgh Central Catholic 2003 — 2007
Irelind Baker's Mutual of America Experience September 2011 - January 2012
Job Executive Assistant, Commercial Lines at Heffernan Insurance Brokers
Industry Insurance
Experience
Heffernan Insurance Brokers November 2013 - Present
Heffernan Insurance Brokers November 2012 - October 2013
Heffernan Insurance Brokers March 2012 - October 2012
Mutual of America September 2011 - January 2012
Robert Half International 2011 - 2012
Skills
Workers Compensation, Insurance, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Event Planning, PowerPoint, Risk Management, Social Media, Epic Systems, Marketing Strategy, Employee Benefits, Account Management, Recruiting
Education
California State University-Long Beach 2008 — 2010
Bachelor of Arts (BA), Recreation and leisure Studies, Event Planning
Heffernan Insurance Brokers November 2013 - Present
Heffernan Insurance Brokers November 2012 - October 2013
Heffernan Insurance Brokers March 2012 - October 2012
Mutual of America September 2011 - January 2012
Robert Half International 2011 - 2012
Skills
Workers Compensation, Insurance, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Event Planning, PowerPoint, Risk Management, Social Media, Epic Systems, Marketing Strategy, Employee Benefits, Account Management, Recruiting
Education
California State University-Long Beach 2008 — 2010
Bachelor of Arts (BA), Recreation and leisure Studies, Event Planning
Michael Fenton Jr, CRPS's Mutual of America Experience March 2010 - July 2012
Job Retirement Education Specialist at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group July 2012 - Present
Mutual of America March 2010 - July 2012
Sun Life Financial Distributors August 2008 - June 2009
Sun Life Financial Distributors October 2005 - August 2008
John Hancock Financial October 2004 - October 2005
Smith Barney Citigroup Inc January 2004 - September 2004
Shaw's Supermarkets March 1997 - November 2003
Skills
Sales Process, Mutual Funds, Customer Service, Project Management, Leadership, Selling, Relationship Management, Business Development, Fixed Annuities, Start-ups, Public Speaking, Series 6, Series 63, 401k, Insurance, Retirement Planning
Education
Assumption College 1999 — 2003
BA, Political Science, Business Management
Assumption College 1999 — 2003
Bachelor of Arts, Political Science/Management
MassMutual Financial Group July 2012 - Present
Mutual of America March 2010 - July 2012
Sun Life Financial Distributors August 2008 - June 2009
Sun Life Financial Distributors October 2005 - August 2008
John Hancock Financial October 2004 - October 2005
Smith Barney Citigroup Inc January 2004 - September 2004
Shaw's Supermarkets March 1997 - November 2003
Skills
Sales Process, Mutual Funds, Customer Service, Project Management, Leadership, Selling, Relationship Management, Business Development, Fixed Annuities, Start-ups, Public Speaking, Series 6, Series 63, 401k, Insurance, Retirement Planning
Education
Assumption College 1999 — 2003
BA, Political Science, Business Management
Assumption College 1999 — 2003
Bachelor of Arts, Political Science/Management
Greg Cunningham, CEBS Greg Cunningham, CEBS's Mutual of America Experience 1998 - 2004
Job VP Sales at RCP Solutions
Industry Financial Services
Experience
RCP Solutions 2013 - Present
Cunningham & Associates 2004 - 2013
Mutual of America 1998 - 2004
Skills
Employee Benefits, Defined Benefit, Defined Contribution, Retirement Planning, Management, Sales, Nonprofits, Financial Risk, Mutual Funds, Series 63, Series 7, Investments, Account Management, Insurance, Sales Management, Financial Services, Relationship Management, Retirement, New Business Development, 401k
Education
Bloomsburg University of Pennsylvania 1979 — 1983
Bachelor of Arts (B.A.)
International Foundation of Employee Benefits & The Wharton School of Business 2000 — 2004
CEBS
RCP Solutions 2013 - Present
Cunningham & Associates 2004 - 2013
Mutual of America 1998 - 2004
Skills
Employee Benefits, Defined Benefit, Defined Contribution, Retirement Planning, Management, Sales, Nonprofits, Financial Risk, Mutual Funds, Series 63, Series 7, Investments, Account Management, Insurance, Sales Management, Financial Services, Relationship Management, Retirement, New Business Development, 401k
Education
Bloomsburg University of Pennsylvania 1979 — 1983
Bachelor of Arts (B.A.)
International Foundation of Employee Benefits & The Wharton School of Business 2000 — 2004
CEBS
Evan Lester Evan Lester's Mutual of America Experience June 2012 - August 2012
Job Attended University of Southern California
Industry
Experience
Mutual of America June 2012 - August 2012
Education
Duke University - The Fuqua School of Business 2015 — 2016
Master of Management Studies
University of Southern California 2012 — 2014
Philosophy, Politics and Law, Management Consulting
Vassar College 2010 — 2012
Science, Technology and Society
Mutual of America June 2012 - August 2012
Education
Duke University - The Fuqua School of Business 2015 — 2016
Master of Management Studies
University of Southern California 2012 — 2014
Philosophy, Politics and Law, Management Consulting
Vassar College 2010 — 2012
Science, Technology and Society
Christopher McGlynn, CEBS, CRPS® Christopher McGlynn, CEBS, CRPS®'s Mutual of America Experience February 2011 - August 2014
Job Defined Benefit Relationship Manager at Prudential Financial
Industry Financial Services
Experience
Prudential Financial August 2014 - Present
Mutual of America February 2011 - August 2014
Mutual of America Securities Corporation February 2011 - August 2014
Webster Investments May 2006 - February 2011
Skills
Retirement Planning, Retirement, Securities, Investments, Finance, Mutual Funds, Employee Benefits, Financial Services, Series 7, Series 63, Relationship Management, Pensions, 403 b, 401 k, Financial Education, Public Speaking, 401k, Insurance
Education
Central Connecticut State University 2002 — 2006
Bachelor of Science (BS), Finance
Prudential Financial August 2014 - Present
Mutual of America February 2011 - August 2014
Mutual of America Securities Corporation February 2011 - August 2014
Webster Investments May 2006 - February 2011
Skills
Retirement Planning, Retirement, Securities, Investments, Finance, Mutual Funds, Employee Benefits, Financial Services, Series 7, Series 63, Relationship Management, Pensions, 403 b, 401 k, Financial Education, Public Speaking, 401k, Insurance
Education
Central Connecticut State University 2002 — 2006
Bachelor of Science (BS), Finance
Quentin J McHenry, REALTOR®, PPMC® Quentin J McHenry, REALTOR®, PPMC®'s Mutual of America Experience 2011 - 2011
Job Real Estate Sales Professional at Keller Willams Realty
Industry Real Estate
Experience
Keller Willams Realty April 2014 - Present
Saunders Financial November 2013 - Present
Charles Schwab December 2011 - November 2013
Niche Financial Consulting, LLC July 2009 - December 2011
Mutual of America 2011 - 2011
Deloitte Consulting LLP December 2007 - June 2009
Vanguard December 2000 - November 2007
TIAA-CREF 1998 - 2000
Skills
Financial Services, Retirement Planning, Series 63, Investments, Retirement, Risk Management, Strategic Financial..., Strategy, Pensions, Defined Contribution, Mutual Funds, Series 7, CRM, 401k
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2009
MBA, General
Christopher Newport University 1987 — 1990
Bachelors of Science, Business Administration
Hampton University
Keller Willams Realty April 2014 - Present
Saunders Financial November 2013 - Present
Charles Schwab December 2011 - November 2013
Niche Financial Consulting, LLC July 2009 - December 2011
Mutual of America 2011 - 2011
Deloitte Consulting LLP December 2007 - June 2009
Vanguard December 2000 - November 2007
TIAA-CREF 1998 - 2000
Skills
Financial Services, Retirement Planning, Series 63, Investments, Retirement, Risk Management, Strategic Financial..., Strategy, Pensions, Defined Contribution, Mutual Funds, Series 7, CRM, 401k
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2009
MBA, General
Christopher Newport University 1987 — 1990
Bachelors of Science, Business Administration
Hampton University
David Weinfeld David Weinfeld's Mutual of America Experience December 2008 - Present
Job Sr. Programmer at Mutual of America
Industry Financial Services
Experience
Mutual of America December 2008 - Present
Office Depot June 2001 - November 2008
Skills
Process Improvement, SDLC
Education
City University of New York-Brooklyn College 1974 — 1978
BA, Art&Design
Mutual of America December 2008 - Present
Office Depot June 2001 - November 2008
Skills
Process Improvement, SDLC
Education
City University of New York-Brooklyn College 1974 — 1978
BA, Art&Design
Robert J. Looney Robert J. Looney's Mutual of America Experience 1988 - 1991
Job Chief Operating Officer and Chief Financial Officer AXIS Re
Industry Insurance
Experience
AXIS Capital 2011 - Present
AXIS Capital 2010 - 2011
Wunderlich Securities 2009 - 2010
KeyBanc Capital Markets 2005 - 2009
Advest, Inc. 1998 - 2005
PwC 1991 - 1998
Mutual of America 1988 - 1991
Skills
Reinsurance, Insurance, Corporate Finance, Property & Casualty..., Finance, Financial Analysis, Financial Reporting, Strategic Planning, Due Diligence, Operations Management, Business Strategy, Investment Banking, Mergers & Acquisitions, Management, Mergers, Auditing, Banking
Education
Columbia University - Columbia Business School
MBA, Finance
Villanova University
B.S., Accountancy
AXIS Capital 2011 - Present
AXIS Capital 2010 - 2011
Wunderlich Securities 2009 - 2010
KeyBanc Capital Markets 2005 - 2009
Advest, Inc. 1998 - 2005
PwC 1991 - 1998
Mutual of America 1988 - 1991
Skills
Reinsurance, Insurance, Corporate Finance, Property & Casualty..., Finance, Financial Analysis, Financial Reporting, Strategic Planning, Due Diligence, Operations Management, Business Strategy, Investment Banking, Mergers & Acquisitions, Management, Mergers, Auditing, Banking
Education
Columbia University - Columbia Business School
MBA, Finance
Villanova University
B.S., Accountancy
Amy Dennard Amy Dennard's Mutual of America Experience 1988 - 2001
Job HR Strategic Advisor at FedEx
Industry Package/Freight Delivery
Experience
FedEx September 2013 - Present
FedEx December 2010 - August 2013
FedEx June 2006 - December 2010
Mutual of America 1988 - 2001
Skills
Benefits Administration, Employee Benefits, Retirement Benefits, Pension Administration, Health & Welfare..., Contract Management, Project Management, Outsourcing
Education
Columbia College (NY)
Bachelor of Arts (B.A.), Political Science and Government
FedEx September 2013 - Present
FedEx December 2010 - August 2013
FedEx June 2006 - December 2010
Mutual of America 1988 - 2001
Skills
Benefits Administration, Employee Benefits, Retirement Benefits, Pension Administration, Health & Welfare..., Contract Management, Project Management, Outsourcing
Education
Columbia College (NY)
Bachelor of Arts (B.A.), Political Science and Government
Pierre Jean-Baptiste Pierre Jean-Baptiste's Mutual of America Experience October 2005 - Present
Job Mainframe programmer
Industry Financial Services
Experience
Mutual of America October 2005 - Present
Skills
Easytrieve, COBOL, CICS, DB2, JCL, Mainframe, VSAM, SDLC, Databases, Disaster Recovery, SQL, Software Project..., Strategic Planning, Leadership, Requirements Analysis
Education
Baruch College
B. A., Computer science
Mutual of America October 2005 - Present
Skills
Easytrieve, COBOL, CICS, DB2, JCL, Mainframe, VSAM, SDLC, Databases, Disaster Recovery, SQL, Software Project..., Strategic Planning, Leadership, Requirements Analysis
Education
Baruch College
B. A., Computer science
Joe Perales's Mutual of America Experience January 2012 - Present
Job Investment/Retirement Consultant
Industry Investment Banking
Experience
Mutual of America January 2012 - Present
Comerica Bank October 2010 - January 2012
JPMorgan Chase April 2006 - October 2010
Skills
Investments, Finance, Series 7, Series 63, Mutual Funds, Portfolio Management, Equities, Wealth Management, Fixed Income, Asset Allocation, Securities, Retirement Planning, Financial Analysis, Financial Advisory, Options
Education
University of Dallas 2014 — 2015
MBA-Finance Concentration, Finance, General
Southern Methodist University 2009 — 2010
Not Finished, MBA
Abilene Christian University 2002 — 2005
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Mutual of America January 2012 - Present
Comerica Bank October 2010 - January 2012
JPMorgan Chase April 2006 - October 2010
Skills
Investments, Finance, Series 7, Series 63, Mutual Funds, Portfolio Management, Equities, Wealth Management, Fixed Income, Asset Allocation, Securities, Retirement Planning, Financial Analysis, Financial Advisory, Options
Education
University of Dallas 2014 — 2015
MBA-Finance Concentration, Finance, General
Southern Methodist University 2009 — 2010
Not Finished, MBA
Abilene Christian University 2002 — 2005
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Young-Mi Kwon Young-Mi Kwon's Mutual of America Experience March 1998 - June 2000
Job Lead Developer at Office Depot
Industry Retail
Experience
Office Depot July 2000 - Present
Mutual of America March 1998 - June 2000
DMR Consulting Group Inc, an Amdahl company January 1996 - February 1998
Montreal General/Royal Victoria Hospitals 1991 - 1995
Skills
Oracle, Microsoft SQL Server, Datastage 8.1, Teradata Data Warehouse, PL/SQL, SQL DB2, Data Integration, Software Development, Problem Solving, SQL, Process Improvement, Teradata, Databases, Solution Architecture, Datastage, DB2, Software Project..., Visio, ETL, Unix, Linux, Business Analysis, Data Warehousing, Toad, Integration, SDLC, Business Intelligence, Requirements Analysis
Education
Concordia University 1991 — 1995
B.S., Computer Science, specialized in Information Systems
Dawson College 1988 — 1991
Computer Science
Office Depot July 2000 - Present
Mutual of America March 1998 - June 2000
DMR Consulting Group Inc, an Amdahl company January 1996 - February 1998
Montreal General/Royal Victoria Hospitals 1991 - 1995
Skills
Oracle, Microsoft SQL Server, Datastage 8.1, Teradata Data Warehouse, PL/SQL, SQL DB2, Data Integration, Software Development, Problem Solving, SQL, Process Improvement, Teradata, Databases, Solution Architecture, Datastage, DB2, Software Project..., Visio, ETL, Unix, Linux, Business Analysis, Data Warehousing, Toad, Integration, SDLC, Business Intelligence, Requirements Analysis
Education
Concordia University 1991 — 1995
B.S., Computer Science, specialized in Information Systems
Dawson College 1988 — 1991
Computer Science
Eli Mizrahi Eli Mizrahi's Mutual of America Experience September 1982 - March 1995
Job Experienced Controller
Industry Wholesale
Experience
HOWARD BERGER CO INC March 2000 - March 2012
Howard Berger Co, Inc. March 1995 - March 2012
Circle imports, Inc March 1999 - February 2000
Howard Berger Co, Inc. March 1995 - March 1999
MUTUAL OF AMERICA September 1982 - March 1995
Skills
General Ledger, Financial Reporting, Accounts Payable, GAAP, Accounting, Journal Entries, Internal Audit, CPA, Cash Management, Management, Financial Statements, Strategic Planning, Cash Flow, Inventory Management, Tax, Auditing, Accruals, Accounts Receivable, QuickBooks, Pricing
Education
City University of New York-Brooklyn College 1970 — 1974
b.s., accounting
.
HOWARD BERGER CO INC March 2000 - March 2012
Howard Berger Co, Inc. March 1995 - March 2012
Circle imports, Inc March 1999 - February 2000
Howard Berger Co, Inc. March 1995 - March 1999
MUTUAL OF AMERICA September 1982 - March 1995
Skills
General Ledger, Financial Reporting, Accounts Payable, GAAP, Accounting, Journal Entries, Internal Audit, CPA, Cash Management, Management, Financial Statements, Strategic Planning, Cash Flow, Inventory Management, Tax, Auditing, Accruals, Accounts Receivable, QuickBooks, Pricing
Education
City University of New York-Brooklyn College 1970 — 1974
b.s., accounting
.
Stefanie Ramos, ACS's Mutual of America Experience June 2008 - Present
Job Associate Service Manager at Mutual of America
Industry Financial Services
Experience
Mutual of America June 2008 - Present
Mutual of America July 2007 - May 2008
Mutual of America May 2006 - June 2007
Skills
Series 6, Associate, Life..., Associate, Customer...
Education
California State University-Fullerton 1999 — 2003
Bachelor of Arts (B.A.), Business Administration, Concentration in General Management
Mutual of America June 2008 - Present
Mutual of America July 2007 - May 2008
Mutual of America May 2006 - June 2007
Skills
Series 6, Associate, Life..., Associate, Customer...
Education
California State University-Fullerton 1999 — 2003
Bachelor of Arts (B.A.), Business Administration, Concentration in General Management
Hugo C. Meraz Hugo C. Meraz's Mutual of America Experience February 2005 - January 2009
Job Sales Director at the Annexus Group
Industry Financial Services
Experience
The Annexus Group April 2013 - Present
Waterford Press, Inc. April 2012 - November 2012
ADP May 2011 - April 2012
TP Orthodontics February 2010 - May 2011
Mutual of America February 2005 - January 2009
McDonald Financial/Keybank June 2001 - February 2005
Skills
Sales, Marketing, Business Development, Sales Management, Account Management, Salesforce.com, Cold Calling, New Business Development, Sales Operations, Sales Presentations, Selling Skills, Negotiation, B2B, Employee Benefits, 401k, Strategic Planning, Marketing Strategy, Solution Selling, Team Building, Leadership, Selling, Management, Strategy, Direct Sales, Competitive Analysis, Sales Process, CRM, Small Business, Retirement, Retirement Planning, Business Planning, Insurance
Education
Arizona State University 1994 — 1999
Bachelor of Science, Justice Studies
College of Financial Planning
Chartered Retirement Plans Specialist
The Annexus Group April 2013 - Present
Waterford Press, Inc. April 2012 - November 2012
ADP May 2011 - April 2012
TP Orthodontics February 2010 - May 2011
Mutual of America February 2005 - January 2009
McDonald Financial/Keybank June 2001 - February 2005
Skills
Sales, Marketing, Business Development, Sales Management, Account Management, Salesforce.com, Cold Calling, New Business Development, Sales Operations, Sales Presentations, Selling Skills, Negotiation, B2B, Employee Benefits, 401k, Strategic Planning, Marketing Strategy, Solution Selling, Team Building, Leadership, Selling, Management, Strategy, Direct Sales, Competitive Analysis, Sales Process, CRM, Small Business, Retirement, Retirement Planning, Business Planning, Insurance
Education
Arizona State University 1994 — 1999
Bachelor of Science, Justice Studies
College of Financial Planning
Chartered Retirement Plans Specialist
Maggie Haze CRPC® Maggie Haze CRPC®'s Mutual of America Experience August 2012 - Present
Job Participant Account Rep at Mutual of America
Industry Financial Services
Experience
Mutual of America August 2012 - Present
Skills
Strategic Financial..., Nonprofits, Retirement, Public Speaking, Estate Planning, Series 7, Retirement Planning, Financial Advisory, 401k, Small Business, Leadership, Management
Education
Marquette University 2012 — 2013
Certification of Completion
Cardinal Stritch University 2000 — 2005
Bachelor's degree
Mutual of America August 2012 - Present
Skills
Strategic Financial..., Nonprofits, Retirement, Public Speaking, Estate Planning, Series 7, Retirement Planning, Financial Advisory, 401k, Small Business, Leadership, Management
Education
Marquette University 2012 — 2013
Certification of Completion
Cardinal Stritch University 2000 — 2005
Bachelor's degree
Aaryn Fisher Aaryn Fisher's Mutual of America Experience May 2008 - November 2009
Job Senior Advisory Consultant at EY, Regulatory Transformation Practice
Industry Investment Banking
Experience
EY January 2015 - Present
Deutsche Bank July 2013 - August 2014
Deutsche Bank April 2013 - July 2013
Cranfield University School of Management September 2011 - October 2012
Queen Mary, University of London September 2010 - September 2011
Mutual of America May 2008 - November 2009
MetLife Financial Services July 2006 - May 2008
Skills
Public Speaking, Investment Advisory, Alternative Investments, Financial Management, Financial Regulation, Financial Services, Compliance, Securities Regulation, Client Relationship..., Corporate Law, Management Consulting, Risk Management, Financial Risk, Market Risk, Risk Based Testing, Managerial Finance, Entrepreneurship, Team Leadership, Business Strategy, Mergers & Acquisitions, Leadership, Project Management, Change Management, Strategy, Business Analysis, Consulting, Management, Finance
Education
Cranfield University - Cranfield School of Management 2011 — 2012
Master of Business Administration (M.B.A.), Project Management
Queen Mary, U. of London 2010 — 2011
Master of Science (MSc), Law and Finance, Specialising in Law and Financial Regulation, Merit
Towson University 1999 — 2003
Bachelor's Degree, Visual Communications, Cum Laude
EY January 2015 - Present
Deutsche Bank July 2013 - August 2014
Deutsche Bank April 2013 - July 2013
Cranfield University School of Management September 2011 - October 2012
Queen Mary, University of London September 2010 - September 2011
Mutual of America May 2008 - November 2009
MetLife Financial Services July 2006 - May 2008
Skills
Public Speaking, Investment Advisory, Alternative Investments, Financial Management, Financial Regulation, Financial Services, Compliance, Securities Regulation, Client Relationship..., Corporate Law, Management Consulting, Risk Management, Financial Risk, Market Risk, Risk Based Testing, Managerial Finance, Entrepreneurship, Team Leadership, Business Strategy, Mergers & Acquisitions, Leadership, Project Management, Change Management, Strategy, Business Analysis, Consulting, Management, Finance
Education
Cranfield University - Cranfield School of Management 2011 — 2012
Master of Business Administration (M.B.A.), Project Management
Queen Mary, U. of London 2010 — 2011
Master of Science (MSc), Law and Finance, Specialising in Law and Financial Regulation, Merit
Towson University 1999 — 2003
Bachelor's Degree, Visual Communications, Cum Laude
Nicole Bittan Nicole Bittan's Mutual of America Experience May 2015 - Present
Job Corporate Finance Intern at Mutual of America
Industry Financial Services
Experience
Mutual of America May 2015 - Present
kate spade new york June 2014 - August 2014
Obligato June 2010 - August 2013
Grandmas Kitchen July 2011 - March 2012
Funky Monkey November 2009 - November 2011
Education
Clemson University - College of Business and Behavioral Science 2013 — 2016
Bachelor of Science (BS), Finance and Financial Management Services
Mutual of America May 2015 - Present
kate spade new york June 2014 - August 2014
Obligato June 2010 - August 2013
Grandmas Kitchen July 2011 - March 2012
Funky Monkey November 2009 - November 2011
Education
Clemson University - College of Business and Behavioral Science 2013 — 2016
Bachelor of Science (BS), Finance and Financial Management Services
Michael Duclos Michael Duclos's Mutual of America Experience July 2015 - Present
Job Assistant Service Manager at Mutual of America
Industry Financial Services
Experience
Mutual of America July 2015 - Present
Williams Estate and Financial Group July 2014 - June 2015
NYLIFE Securities LLC March 2013 - April 2014
New York Life Insurance Company September 2012 - April 2014
HUGO BOSS FACTORY STORE May 2007 - February 2010
Hugo Boss August 2006 - May 2007
HICKEY FREEMAN / BOBBY JONES OUTLET May 2006 - August 2006
Hugo Boss April 2004 - May 2006
Skills
Licensed Life Insurance..., Protection..., 401k Rollovers, Annuity Sales, Estate Planning, Wealth Preservation..., Key Person Protection, Insurance, Financial Services, Retail, Inventory Management, Fixed Annuities, Finance
Education
Bridgewater State University 2010 — 2012
Bachlors, Accounting & Finance
Community College of Rhode Island
Associate in Science, Business
North Providence High School
Mutual of America July 2015 - Present
Williams Estate and Financial Group July 2014 - June 2015
NYLIFE Securities LLC March 2013 - April 2014
New York Life Insurance Company September 2012 - April 2014
HUGO BOSS FACTORY STORE May 2007 - February 2010
Hugo Boss August 2006 - May 2007
HICKEY FREEMAN / BOBBY JONES OUTLET May 2006 - August 2006
Hugo Boss April 2004 - May 2006
Skills
Licensed Life Insurance..., Protection..., 401k Rollovers, Annuity Sales, Estate Planning, Wealth Preservation..., Key Person Protection, Insurance, Financial Services, Retail, Inventory Management, Fixed Annuities, Finance
Education
Bridgewater State University 2010 — 2012
Bachlors, Accounting & Finance
Community College of Rhode Island
Associate in Science, Business
North Providence High School
Dan Quinlan Dan Quinlan's Mutual of America Experience May 2009 - Present
Job Scottrade Securities
Industry Financial Services
Experience
Allstate Financial Services, LLC September 2013 - Present
Mutual of America May 2009 - Present
Hartford June 2006 - January 2009
Skills
401k, Series 6, Defined Benefit, Annuities, Retirement, Series 7, Defined Contribution...
Education
American University
Masters Degree
Northeastern University
B.S.
Allstate Financial Services, LLC September 2013 - Present
Mutual of America May 2009 - Present
Hartford June 2006 - January 2009
Skills
401k, Series 6, Defined Benefit, Annuities, Retirement, Series 7, Defined Contribution...
Education
American University
Masters Degree
Northeastern University
B.S.
Lisa Thurston, CRPS's Mutual of America Experience December 1991 - Present
Job Vice President/Service Manager Mutual of America Life Insurance Company
Industry Financial Services
Experience
Mutual of America December 1991 - Present
CIGNA Financial Services August 1988 - February 1990
Skills
Customer Relations, 401k, Retirement, 403b, Pension Plans, Roth IRA's, IRAs, Series 6, Series 63, Plan Administration, Management, Mutual Funds, Retirement Planning
Education
Boston College - Carroll School of Management 1984 — 1988
Bachelor's Degree, Marketing/Marketing Management, General
College for Financial Planning
Chartered Retirement Plans Specialist (CRPS) - 2010
Mutual of America December 1991 - Present
CIGNA Financial Services August 1988 - February 1990
Skills
Customer Relations, 401k, Retirement, 403b, Pension Plans, Roth IRA's, IRAs, Series 6, Series 63, Plan Administration, Management, Mutual Funds, Retirement Planning
Education
Boston College - Carroll School of Management 1984 — 1988
Bachelor's Degree, Marketing/Marketing Management, General
College for Financial Planning
Chartered Retirement Plans Specialist (CRPS) - 2010
Kevin Doyle Kevin Doyle's Mutual of America Experience January 2007 - January 2013
Job Life & Retirement Sales at Symetra│Offering Ways To Make Advisors Standout
Industry Investment Management
Experience
Symetra July 2013 - Present
Financial Services Account Managers August 2011 - Present
Mutual of America January 2007 - January 2013
KeyBank April 2005 - January 2007
Foresters November 2002 - April 2005
Skills
401k, Retirement Planning, Pensions, Employee Benefits, Annuities, Insurance, Compliance, Series 6, Disability Insurance, Public Speaking, Series 63, IRA's, Financial Services, Selling Skills, Retirement, Investments, Asset Allocation, Defined Benefit, Investment Advisory, Defined Contribution, Equities, Coaching, Qualified Retirement..., Roth IRA, Securities, Deferred Compensation, Executive Pay, Cold Calling, Strategic Financial..., Relationship Management, Health Insurance, Retirement Plan..., Life Insurance, Financial Advisory, Talent Acquisition, Mutual Funds, Engaging Speaker, Wealth Management, New Business Development, Outside Sales, Territory..., High-Impact Sales..., C-Level Negotiations, C-Level Relationships, Leadership, Benefits Administration, Sales Growth, Retention Strategies, Team Co-ordination, Marketing
Education
College for Financial Planning 2006 — 2006
CRPS
Symetra July 2013 - Present
Financial Services Account Managers August 2011 - Present
Mutual of America January 2007 - January 2013
KeyBank April 2005 - January 2007
Foresters November 2002 - April 2005
Skills
401k, Retirement Planning, Pensions, Employee Benefits, Annuities, Insurance, Compliance, Series 6, Disability Insurance, Public Speaking, Series 63, IRA's, Financial Services, Selling Skills, Retirement, Investments, Asset Allocation, Defined Benefit, Investment Advisory, Defined Contribution, Equities, Coaching, Qualified Retirement..., Roth IRA, Securities, Deferred Compensation, Executive Pay, Cold Calling, Strategic Financial..., Relationship Management, Health Insurance, Retirement Plan..., Life Insurance, Financial Advisory, Talent Acquisition, Mutual Funds, Engaging Speaker, Wealth Management, New Business Development, Outside Sales, Territory..., High-Impact Sales..., C-Level Negotiations, C-Level Relationships, Leadership, Benefits Administration, Sales Growth, Retention Strategies, Team Co-ordination, Marketing
Education
College for Financial Planning 2006 — 2006
CRPS
Paul Kociuruba's Mutual of America Experience 1994 - 2006
Job Regional Sales Director at Goldleaf Partners
Industry Financial Services
Experience
Goldleaf Partners 2013 - Present
Ohio National Financial Services 2006 - 2012
Mutual of America 1994 - 2006
Skills
401k, Retirement, Defined Benefit, Qualified Retirement..., Retirement Plan..., Plan Compliance, Defined Contribution, Mutual Funds, Retirement Planning, Variable Annuities, IRAs, Wealth Management, Money Purchase, Profit Sharing, 5500s, Government Filings, Life Insurance, Fixed Annuities, Insurance
Education
Baldwin-Wallace College
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Kent State University
(Courses toward) MBA
Goldleaf Partners 2013 - Present
Ohio National Financial Services 2006 - 2012
Mutual of America 1994 - 2006
Skills
401k, Retirement, Defined Benefit, Qualified Retirement..., Retirement Plan..., Plan Compliance, Defined Contribution, Mutual Funds, Retirement Planning, Variable Annuities, IRAs, Wealth Management, Money Purchase, Profit Sharing, 5500s, Government Filings, Life Insurance, Fixed Annuities, Insurance
Education
Baldwin-Wallace College
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Kent State University
(Courses toward) MBA
Kathleen Segal, J.D., CTFA, CLPF, NCG Kathleen Segal, J.D., CTFA, CLPF, NCG's Mutual of America Experience October 1990 - June 1999
Job Professional Trustee and Financial Advisor
Industry Financial Services
Experience
Montclair Fiduciary and Planning Advisors, LLC August 2011 - Present
U.S. Trust June 1999 - June 2011
Mutual of America October 1990 - June 1999
Davidson, Dawson & Clark August 1989 - September 1990
Humes, Botzow, Wagner & Miller April 1987 - July 1989
Bouck, Holloway, Kiernan & Casey November 1985 - April 1987
Skills
Trust Services, Fiduciary, Estate Law, Investments, LLC, Investment Strategies, Finance, Hedge Funds, Asset Management, Investment Advisory, Wealth, Retirement Planning, Management, Trust Management, Long-term Care, Private Banking, Mutual Funds
Education
Albany Law School of Union University
Juris Doctor, Law
Smith College
Bachelor of Arts, History and Government
Montclair Fiduciary and Planning Advisors, LLC August 2011 - Present
U.S. Trust June 1999 - June 2011
Mutual of America October 1990 - June 1999
Davidson, Dawson & Clark August 1989 - September 1990
Humes, Botzow, Wagner & Miller April 1987 - July 1989
Bouck, Holloway, Kiernan & Casey November 1985 - April 1987
Skills
Trust Services, Fiduciary, Estate Law, Investments, LLC, Investment Strategies, Finance, Hedge Funds, Asset Management, Investment Advisory, Wealth, Retirement Planning, Management, Trust Management, Long-term Care, Private Banking, Mutual Funds
Education
Albany Law School of Union University
Juris Doctor, Law
Smith College
Bachelor of Arts, History and Government
Ted Bojer Ted Bojer's Mutual of America Experience August 1989 - March 1993
Job Sr. Developer at American Express
Industry Information Technology and Services
Experience
American Express October 2010 - Present
Vista Healthplan January 2002 - August 2010
HIP August 1998 - January 2002
AutoNation June 1994 - August 1998
Certified Vacations March 1993 - June 1994
Mutual of America August 1989 - March 1993
Skills
SOA, COBOL, Business Analysis, JCL, Enterprise Architecture, Mainframe, IT Strategy, ETL, Healthcare Information..., HIPAA, SSRS, Program Management, SharePoint, Microsoft SQL Server, Project Management, Business Intelligence, DB2, Software Development, Data Warehousing
Education
Florida Atlantic University 1983 — 1985
Broward College 1981 — 1982
AA, Computer Science
American Express October 2010 - Present
Vista Healthplan January 2002 - August 2010
HIP August 1998 - January 2002
AutoNation June 1994 - August 1998
Certified Vacations March 1993 - June 1994
Mutual of America August 1989 - March 1993
Skills
SOA, COBOL, Business Analysis, JCL, Enterprise Architecture, Mainframe, IT Strategy, ETL, Healthcare Information..., HIPAA, SSRS, Program Management, SharePoint, Microsoft SQL Server, Project Management, Business Intelligence, DB2, Software Development, Data Warehousing
Education
Florida Atlantic University 1983 — 1985
Broward College 1981 — 1982
AA, Computer Science
Jesse Franklin's Mutual of America Experience December 2008 - October 2009
Job Vice President, Small Business Bank at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
JP Morgan Chase April 2010 - August 2015
Mutual of America December 2008 - October 2009
AXA Advisors May 2004 - December 2008
Gateway July 2000 - April 2004
Tiny Computers May 1999 - July 2000
Skills
Asset Allocation, Account Management, Retirement Planning, People Management, Consultative Selling, Investments, Management, Selling, Business Development, Finance, Credit, Loans, Commercial Lending, Credit Analysis, Banking, Relationship Management, Sales
Education
College for Financial Planning 2009 — 2009
Chartered Retirement Plan Specialist, Finance
Bellevue College 1999 — 2000
Business/Managerial Economics
Bank of America Merrill Lynch August 2015 - Present
JP Morgan Chase April 2010 - August 2015
Mutual of America December 2008 - October 2009
AXA Advisors May 2004 - December 2008
Gateway July 2000 - April 2004
Tiny Computers May 1999 - July 2000
Skills
Asset Allocation, Account Management, Retirement Planning, People Management, Consultative Selling, Investments, Management, Selling, Business Development, Finance, Credit, Loans, Commercial Lending, Credit Analysis, Banking, Relationship Management, Sales
Education
College for Financial Planning 2009 — 2009
Chartered Retirement Plan Specialist, Finance
Bellevue College 1999 — 2000
Business/Managerial Economics
Eric Paulson, CRPS's Mutual of America Experience November 2011 - Present
Job Chartered Retirement Plans Specialist, Associate Account Representative
Industry Financial Services
Experience
Mutual of America November 2011 - Present
American Council on Exercise March 2011 - Present
American Heart Association American Stroke Association March 2011 - Present
Skills
CRPS, Series 7, Series 63, Licensed Life & Health..., Variable Life, Variable Annuities, Retirement Plan..., Investment Strategies, ACE Certified Personal..., CPR Certified, AED, Mutual Funds, Qualified Retirement..., 401k, 403 b, Defined Contribution, Profit Sharing, Simple IRA, SEP IRA, IRAs, Roth IRA, Defined Benefit, ESOP, Employee Benefits, ERISA, FINRA, DOL, SEC, NYSE, S&P, Fixed Annuities, Investments, Financial Markets, Stock Market, Marketing, Retirement Planning, Retirement, Retirement Income..., Retirement Savings, Retirement Solutions, Diversification, Morningstar, Form 5500, Form 5500 preparation, Strategic Planning, Nonprofit Consulting, Pro Bono, Public Speaking, Sales, Social Media
Education
College for Financial Planning 2011 — 2013
Chartered Retirement Plans Specialist, Finance and Financial Management Services
New Fairfield High School 1998 — 2001
High School Diploma, Wisdom, 9-12
Mutual of America November 2011 - Present
American Council on Exercise March 2011 - Present
American Heart Association American Stroke Association March 2011 - Present
Skills
CRPS, Series 7, Series 63, Licensed Life & Health..., Variable Life, Variable Annuities, Retirement Plan..., Investment Strategies, ACE Certified Personal..., CPR Certified, AED, Mutual Funds, Qualified Retirement..., 401k, 403 b, Defined Contribution, Profit Sharing, Simple IRA, SEP IRA, IRAs, Roth IRA, Defined Benefit, ESOP, Employee Benefits, ERISA, FINRA, DOL, SEC, NYSE, S&P, Fixed Annuities, Investments, Financial Markets, Stock Market, Marketing, Retirement Planning, Retirement, Retirement Income..., Retirement Savings, Retirement Solutions, Diversification, Morningstar, Form 5500, Form 5500 preparation, Strategic Planning, Nonprofit Consulting, Pro Bono, Public Speaking, Sales, Social Media
Education
College for Financial Planning 2011 — 2013
Chartered Retirement Plans Specialist, Finance and Financial Management Services
New Fairfield High School 1998 — 2001
High School Diploma, Wisdom, 9-12
Collin Cupid Collin Cupid's Mutual of America Experience June 2015 - Present
Job Data Network Specialist at Mutual of America
Industry Information Technology and Services
Experience
Mutual of America June 2015 - Present
DSV Air & Sea, Inc. February 2014 - June 2014
Coach September 2010 - July 2013
Coach September 2007 - August 2010
Coach October 1998 - August 2007
Skills
Cisco Technologies, Networking, Routers, Troubleshooting, WAN, Hardware, MPLS, Unix, Wireless, Infrastructure, Mobile Devices
Education
City University of New York City College
Associate in Applied Science, Computer Information Systems
Mutual of America June 2015 - Present
DSV Air & Sea, Inc. February 2014 - June 2014
Coach September 2010 - July 2013
Coach September 2007 - August 2010
Coach October 1998 - August 2007
Skills
Cisco Technologies, Networking, Routers, Troubleshooting, WAN, Hardware, MPLS, Unix, Wireless, Infrastructure, Mobile Devices
Education
City University of New York City College
Associate in Applied Science, Computer Information Systems
Mitch Marburg, PMP, MA Mitch Marburg, PMP, MA's Mutual of America Experience January 1988 - January 1990
Job
Industry Information Technology and Services
Experience
The Bank of New York Mellon July 1997 - Present
Brown Brothers Harriman & Co October 1991 - July 1997
Mutual of America January 1988 - January 1990
E.F. Hutton & Company, Inc April 1987 - January 1988
Skills
TSO, Requirements Analysis, Process Improvement, CICS, Project Portfolio..., IBM Mainframe, Project Management, MS Project, COBOL, SDLC, Management, Microsoft SQL Server, DB2, Performance Tuning, SQL, Software Project...
Education
City University of New York-Brooklyn College 1989 — 1991
Masters, Computer Science
State University of New York at Stony Brook 1983 — 1987
BA, Information Technology
The Bank of New York Mellon July 1997 - Present
Brown Brothers Harriman & Co October 1991 - July 1997
Mutual of America January 1988 - January 1990
E.F. Hutton & Company, Inc April 1987 - January 1988
Skills
TSO, Requirements Analysis, Process Improvement, CICS, Project Portfolio..., IBM Mainframe, Project Management, MS Project, COBOL, SDLC, Management, Microsoft SQL Server, DB2, Performance Tuning, SQL, Software Project...
Education
City University of New York-Brooklyn College 1989 — 1991
Masters, Computer Science
State University of New York at Stony Brook 1983 — 1987
BA, Information Technology
Otto Callen Otto Callen's Mutual of America Experience 2003 - 2004
Job Senior Financial Reporting Analyst at Legg Mason
Industry Financial Services
Experience
Legg Mason 2004 - Present
Mutual of America 2003 - 2004
Skills
Financial Reporting, Asset Management, Bloomberg, Equities, Financial Analysis
Education
Baruch College 1996 — 1999
BBA, Finance and Investments
Legg Mason 2004 - Present
Mutual of America 2003 - 2004
Skills
Financial Reporting, Asset Management, Bloomberg, Equities, Financial Analysis
Education
Baruch College 1996 — 1999
BBA, Finance and Investments
Fiona Carson Fiona Carson's Mutual of America Experience May 2014 - September 2014
Job EA to C Suite 15+ years of experience.
Industry Financial Services
Experience
Hearst September 2015 - Present
ING December 2014 - July 2015
Food Bank For New York City October 2014 - November 2014
Mutual of America May 2014 - September 2014
Burberry Corporation September 2013 - February 2014
Brookside Building Services Ltd August 2013 - September 2013
Tranen Capital Ltd. January 2011 - November 2011
Wellington Shields February 2007 - June 2010
Moody's Investors Service January 2006 - January 2007
IntercontinentalExchange Inc., (ICE), February 2003 - December 2005
Skills
Risk Management, Operations Management, Change Management, Banking, Asset Management, Executive Level..., Executive..., Bloomberg Terminal, Bloomberg, Electronic Trading, Hedge Funds, Life Settlements, Life Insurance, Inventory Management, Financial Markets, Microsoft Office, Thompson One, SmartStation, Advent, Financial Reporting, Accounts Receivable, Office Administration, Expense Reports, Executive Support, International Travel, Outlook, Travel Arrangements, Expense Management, Expenses, Investments, Administrative..., Securities, Confidentiality, Human Resources, Management, Interviews, Administrative..., Microsoft Excel, Finance, Sourcing, Customer Service, Microsoft Word, PowerPoint
Education
CUNY New York City College of Technology 2007 — 2010
3 Years Completed of Bachelor of Science, Biology, General
Hearst September 2015 - Present
ING December 2014 - July 2015
Food Bank For New York City October 2014 - November 2014
Mutual of America May 2014 - September 2014
Burberry Corporation September 2013 - February 2014
Brookside Building Services Ltd August 2013 - September 2013
Tranen Capital Ltd. January 2011 - November 2011
Wellington Shields February 2007 - June 2010
Moody's Investors Service January 2006 - January 2007
IntercontinentalExchange Inc., (ICE), February 2003 - December 2005
Skills
Risk Management, Operations Management, Change Management, Banking, Asset Management, Executive Level..., Executive..., Bloomberg Terminal, Bloomberg, Electronic Trading, Hedge Funds, Life Settlements, Life Insurance, Inventory Management, Financial Markets, Microsoft Office, Thompson One, SmartStation, Advent, Financial Reporting, Accounts Receivable, Office Administration, Expense Reports, Executive Support, International Travel, Outlook, Travel Arrangements, Expense Management, Expenses, Investments, Administrative..., Securities, Confidentiality, Human Resources, Management, Interviews, Administrative..., Microsoft Excel, Finance, Sourcing, Customer Service, Microsoft Word, PowerPoint
Education
CUNY New York City College of Technology 2007 — 2010
3 Years Completed of Bachelor of Science, Biology, General
Dorothy Junio's Mutual of America Experience April 2013 - Present
Job Senior Plan Conversion Analyst for Mutual of America
Industry Marketing and Advertising
Experience
Mutual of America April 2013 - Present
Ophthalmic Management Company May 2006 - Present
Turnpike Comfort Footwear January 2003 - May 2006
Skills
Market Research, Marketing Communications, Public Relations, Product Branding, Competitive Marketing..., Web & Print Development..., Development of...
Education
CUNY New York City College of Technology 2002 — 2007
Bachelors of Technology, Graphic Arts Production Management
Mutual of America April 2013 - Present
Ophthalmic Management Company May 2006 - Present
Turnpike Comfort Footwear January 2003 - May 2006
Skills
Market Research, Marketing Communications, Public Relations, Product Branding, Competitive Marketing..., Web & Print Development..., Development of...
Education
CUNY New York City College of Technology 2002 — 2007
Bachelors of Technology, Graphic Arts Production Management
Lindsey Schoolman's Mutual of America Experience May 2007 - August 2007
Job Administrative Assistant Snack Sales at B&G Foods
Industry Public Relations and Communications
Experience
B&G Foods April 2014 - Present
LexisNexis January 2013 - October 2013
LexisNexis October 2012 - January 2013
decile.ten communications October 2011 - September 2012
Dimensional Merchandising Inc. February 2009 - October 2011
Pace Advertising June 2008 - December 2008
Mutual of America May 2007 - August 2007
Seimens December 2006 - January 2007
Homecomings Financial June 2006 - August 2006
New Jersey Foundation for the Blind June 2005 - August 2005
Skills
Marketing, Advertising, Digital Marketing, Social Media Marketing, Sales, Marketing Communications, Account Management, Project Planning, Project Management, Web Site Production, Training, Management, Salesforce.com, Strategic Planning, CRM, Marketing Strategy, Customer Service
Education
Bloomsburg University of Pennsylvania 2004 — 2008
BA, Mass Communications
B&G Foods April 2014 - Present
LexisNexis January 2013 - October 2013
LexisNexis October 2012 - January 2013
decile.ten communications October 2011 - September 2012
Dimensional Merchandising Inc. February 2009 - October 2011
Pace Advertising June 2008 - December 2008
Mutual of America May 2007 - August 2007
Seimens December 2006 - January 2007
Homecomings Financial June 2006 - August 2006
New Jersey Foundation for the Blind June 2005 - August 2005
Skills
Marketing, Advertising, Digital Marketing, Social Media Marketing, Sales, Marketing Communications, Account Management, Project Planning, Project Management, Web Site Production, Training, Management, Salesforce.com, Strategic Planning, CRM, Marketing Strategy, Customer Service
Education
Bloomsburg University of Pennsylvania 2004 — 2008
BA, Mass Communications
Shoshana Schimel's Mutual of America Experience 1999 - 2001
Job VP, Recruiting Manager at Fortress Investment Group
Industry Human Resources
Experience
Fortress Investment Group May 2006 - Present
Goldman Sachs 2004 - 2006
Newsweek 2002 - 2004
Mutual of America 1999 - 2001
Skills
Human Resources, Talent Acquisition, Employee Relations, Recruiting, Talent Management, Hedge Funds, HRIS, Personnel Management, Vendor Management, Management, Hiring
Education
Binghamton University 1998 — 2002
Bachelor of Arts, English Literature
HAFTR 1994 — 1998
Fortress Investment Group May 2006 - Present
Goldman Sachs 2004 - 2006
Newsweek 2002 - 2004
Mutual of America 1999 - 2001
Skills
Human Resources, Talent Acquisition, Employee Relations, Recruiting, Talent Management, Hedge Funds, HRIS, Personnel Management, Vendor Management, Management, Hiring
Education
Binghamton University 1998 — 2002
Bachelor of Arts, English Literature
HAFTR 1994 — 1998
Devon Main, CRPS's Mutual of America Experience January 2005 - October 2009
Job Financial Services Professional at Mass Mutual Financial Group
Industry Financial Services
Experience
Mutual of America January 2005 - October 2009
McDonald Investments 2001 - January 2005
Acacia Ameritas 1997 - 2001
Skills
IRAs, Disability Insurance, Long Term Care Insurance, Investments, Roth IRA, Insurance, Financial Planners, 401k, Pensions, Securities, Asset Allocation, Defined Benefit, 401k Rollovers, Retirement Plan..., Employee Benefits, Retirement, Deferred Compensation, 529 Plans, 403 b, Financial Services, Life Insurance, Fixed Annuities, Series 7, 457 Plans, Series 63, Finance, Mutual Funds, Bonds, Stocks, Simple IRA, Term Life Insurance, SEP, IRA's, Annuities, 403 (b)
Education
Arizona State University 1994 — 1999
Horizon High School 1990 — 1994
College for Financial Planning
CRPS, Chartered Retirement Plan Specialist
The American College
Mutual of America January 2005 - October 2009
McDonald Investments 2001 - January 2005
Acacia Ameritas 1997 - 2001
Skills
IRAs, Disability Insurance, Long Term Care Insurance, Investments, Roth IRA, Insurance, Financial Planners, 401k, Pensions, Securities, Asset Allocation, Defined Benefit, 401k Rollovers, Retirement Plan..., Employee Benefits, Retirement, Deferred Compensation, 529 Plans, 403 b, Financial Services, Life Insurance, Fixed Annuities, Series 7, 457 Plans, Series 63, Finance, Mutual Funds, Bonds, Stocks, Simple IRA, Term Life Insurance, SEP, IRA's, Annuities, 403 (b)
Education
Arizona State University 1994 — 1999
Horizon High School 1990 — 1994
College for Financial Planning
CRPS, Chartered Retirement Plan Specialist
The American College
Beverly Gault, CRPS® Beverly Gault, CRPS®'s Mutual of America Experience May 2011 - Present
Job Registered Representative | Group Retirement Consulting at Mutual of America
Industry Financial Services
Experience
Mutual of America May 2011 - Present
Skills
Retirement, Series 6, Life Insurance, Employee Benefits, 401k, Finance, Series 63, Securities, Mutual Funds, Variable Annuities, IRAs, Pension Consultant, Fixed Annuities, Cash Balance Plans, 403 b, Defined Contribution, SEP, SIMPLE IRA and..., Section 457 Deferred..., CRPS®, Group Retirement...
Education
Auburn University 1985 — 1989
Bachelor's Degree, Speech Communications with Minors in German and Psychology
Mutual of America May 2011 - Present
Skills
Retirement, Series 6, Life Insurance, Employee Benefits, 401k, Finance, Series 63, Securities, Mutual Funds, Variable Annuities, IRAs, Pension Consultant, Fixed Annuities, Cash Balance Plans, 403 b, Defined Contribution, SEP, SIMPLE IRA and..., Section 457 Deferred..., CRPS®, Group Retirement...
Education
Auburn University 1985 — 1989
Bachelor's Degree, Speech Communications with Minors in German and Psychology
David J Letier's Mutual of America Experience October 2014 - Present
Job Retirement Benefit Consultant
Industry Insurance
Experience
Mutual of America October 2014 - Present
Skills
Insurance, Investments, Long Term Care, Retirement, Disability Insurance, Wealth Accumulation, Annuities, Financial Planning, Strategic Financial..., Fixed Annuities, Retirement Planning, Life Insurance, Mutual Funds, Sales, Health Insurance, Finance, Marketing, Estate Planning, Long Term Care Insurance
Education
Duquesne University
Bachelor, Corporate Communications, Public Relations, Advertising
Mutual of America October 2014 - Present
Skills
Insurance, Investments, Long Term Care, Retirement, Disability Insurance, Wealth Accumulation, Annuities, Financial Planning, Strategic Financial..., Fixed Annuities, Retirement Planning, Life Insurance, Mutual Funds, Sales, Health Insurance, Finance, Marketing, Estate Planning, Long Term Care Insurance
Education
Duquesne University
Bachelor, Corporate Communications, Public Relations, Advertising
Avril Hernandez Avril Hernandez's Mutual of America Experience November 2005 - April 2014
Job President/ Creative Director at Olivia Dream Weddings and Events
Industry Events Services
Experience
Olivia Dream Weddings and Events July 2007 - Present
Mutual of America November 2005 - April 2014
Skills
Wedding and Event..., Budgeting, Space Planning and..., Invitation Design, Etiquette Coaching, Basket/Favor Design, Floral Design, Association of Bridal...
Education
City University of New York-Brooklyn College 1998 — 2001
Bachelor's Degree, Accounting
Borough of Manhattan Community College 1995 — 1997
Associate's Degree, Accounting
Olivia Dream Weddings and Events July 2007 - Present
Mutual of America November 2005 - April 2014
Skills
Wedding and Event..., Budgeting, Space Planning and..., Invitation Design, Etiquette Coaching, Basket/Favor Design, Floral Design, Association of Bridal...
Education
City University of New York-Brooklyn College 1998 — 2001
Bachelor's Degree, Accounting
Borough of Manhattan Community College 1995 — 1997
Associate's Degree, Accounting
Jesse McLeod's Mutual of America Experience September 2011 - Present
Job Group Account Representative at Mutual of America
Industry Financial Services
Experience
Mutual of America September 2011 - Present
Maxwell Business Technologies January 2002 - January 2010
Aston Business Solutions August 1998 - January 2002
Skills
Investments, Strategic Planning, Sales, Marketing, Marketing Strategy, Public Speaking, Mutual Funds, Business Development, Finance, Customer Service
Education
Brigham Young University 1990 — 1994
Alta High School
Mutual of America September 2011 - Present
Maxwell Business Technologies January 2002 - January 2010
Aston Business Solutions August 1998 - January 2002
Skills
Investments, Strategic Planning, Sales, Marketing, Marketing Strategy, Public Speaking, Mutual Funds, Business Development, Finance, Customer Service
Education
Brigham Young University 1990 — 1994
Alta High School
Hector Reynoso's Mutual of America Experience March 2014 - Present
Job Regional Investment Consultant
Industry Financial Services
Experience
The AlphaOmega Financial Group August 2015 - Present
Mutual of America March 2014 - Present
ING U.S. January 2008 - September 2013
ING U.S. May 2004 - October 2008
Skills
401k, Series 6, Series 63, Retirement Planning, Mutual Funds, Defined Contribution, Investments, ERISA, Qualified Retirement..., Relationship Management, Life & Health Insurance..., Wealth Management, Variable Annuities, 401k Sales, Pensions, IRAs, Employee Education, Legislative Updates, 401k Rollovers, Fiduciary Review, Leadership, Business Development, Transition Counseling, Securities, Asset Allocation, Employee Benefits, Risk Management
Education
Central Connecticut State University 1999 — 2001
Bachelor's Degree, Criminology / Finance
Capital Community College 1997 — 1999
Associate's Degree, Business Management
The AlphaOmega Financial Group August 2015 - Present
Mutual of America March 2014 - Present
ING U.S. January 2008 - September 2013
ING U.S. May 2004 - October 2008
Skills
401k, Series 6, Series 63, Retirement Planning, Mutual Funds, Defined Contribution, Investments, ERISA, Qualified Retirement..., Relationship Management, Life & Health Insurance..., Wealth Management, Variable Annuities, 401k Sales, Pensions, IRAs, Employee Education, Legislative Updates, 401k Rollovers, Fiduciary Review, Leadership, Business Development, Transition Counseling, Securities, Asset Allocation, Employee Benefits, Risk Management
Education
Central Connecticut State University 1999 — 2001
Bachelor's Degree, Criminology / Finance
Capital Community College 1997 — 1999
Associate's Degree, Business Management
Eric Wayne Eric Wayne's Mutual of America Experience August 1986 - June 1996
Job Vice President, Chief Financial Officer
Industry Publishing
Experience
Consumer Reports June 2013 - Present
Consumer Reports March 2004 - May 2013
Consumer Reports June 1996 - March 2004
Mutual of America August 1986 - June 1996
Skills
Strategic Planning, Change Management, Performance Management, Budgets, Employee Relations, Non-profits, Project Management, Cross-functional Team..., Fundraising, Business Strategy, Management, Team Building, Talent Management, Recruiting, Employee Benefits, Program Management, Finance, Analysis, Data Privacy, Retirement Plan..., Enterprise Risk..., Information Security...
Education
Baruch College, City University of New York (CUNY) 1986 — 1992
MBA, Management
State University of New York College at Oswego 1982 — 1986
BS, Business Administration
Consumer Reports June 2013 - Present
Consumer Reports March 2004 - May 2013
Consumer Reports June 1996 - March 2004
Mutual of America August 1986 - June 1996
Skills
Strategic Planning, Change Management, Performance Management, Budgets, Employee Relations, Non-profits, Project Management, Cross-functional Team..., Fundraising, Business Strategy, Management, Team Building, Talent Management, Recruiting, Employee Benefits, Program Management, Finance, Analysis, Data Privacy, Retirement Plan..., Enterprise Risk..., Information Security...
Education
Baruch College, City University of New York (CUNY) 1986 — 1992
MBA, Management
State University of New York College at Oswego 1982 — 1986
BS, Business Administration
Dan Burling Dan Burling's Mutual of America Experience May 2001 - September 2012
Job Realtor, Flamingo Group, Keller Williams Realty
Industry Real Estate
Experience
Mutual of America May 2001 - September 2012
Northwestern Mutual January 1995 - December 2000
Skills
Sales Process, 401k, Disability Insurance, Employee Benefits, New Business Development, Risk Management, Real Estate, Retirement, Small Business, Retirement Planning, Sales, Leadership, Business Planning, Financial Services, Fixed Annuities, IRAs, Insurance, Investments, Series 63, Training
Education
College for Financial Planning
CFP, Certified Financial Planner
Wartburg College
B.A. Business Administration
Mutual of America May 2001 - September 2012
Northwestern Mutual January 1995 - December 2000
Skills
Sales Process, 401k, Disability Insurance, Employee Benefits, New Business Development, Risk Management, Real Estate, Retirement, Small Business, Retirement Planning, Sales, Leadership, Business Planning, Financial Services, Fixed Annuities, IRAs, Insurance, Investments, Series 63, Training
Education
College for Financial Planning
CFP, Certified Financial Planner
Wartburg College
B.A. Business Administration
Linda Murphy Linda Murphy's Mutual of America Experience May 2008 - September 2014
Job Wealth Management and Financial Planner
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Mutual of America May 2008 - September 2014
American General Life and Accident August 2006 - April 2008
Skills
401k, IRAs, Roth IRA, Insurance, Fixed Annuities, 403 b, Retirement Planning, Financial Services, Series 63, Series 6, Life Insurance, Mutual Funds, Defined Benefit, Pensions, Retirement Plan..., Defined Contribution, Profit Sharing, Variable Annuities, Qualified Retirement..., SEP IRA, 401k Rollovers, Retirement, Employee Benefits, Asset Allocation, Financial Advisory, Series 7, Disability Insurance
Education
University of Alabama 1987 — 1990
BS, Finance
Cumberland University
Masters, Education
College for Financial Planning 1997 — 1999
CFP, Certified Financial Planner
TIAA-CREF September 2014 - Present
Mutual of America May 2008 - September 2014
American General Life and Accident August 2006 - April 2008
Skills
401k, IRAs, Roth IRA, Insurance, Fixed Annuities, 403 b, Retirement Planning, Financial Services, Series 63, Series 6, Life Insurance, Mutual Funds, Defined Benefit, Pensions, Retirement Plan..., Defined Contribution, Profit Sharing, Variable Annuities, Qualified Retirement..., SEP IRA, 401k Rollovers, Retirement, Employee Benefits, Asset Allocation, Financial Advisory, Series 7, Disability Insurance
Education
University of Alabama 1987 — 1990
BS, Finance
Cumberland University
Masters, Education
College for Financial Planning 1997 — 1999
CFP, Certified Financial Planner
Gary Lapenski Gary Lapenski's Mutual of America Experience July 2012 - Present
Job Sr. Specialist at Mutual of America
Industry Information Technology and Services
Experience
Mutual of America July 2012 - Present
Cognizant Technology Solutions / MetLife November 2011 - July 2012
U.S. Epperson Underwriting Co., Lumbermen's Underwriting Alliance, Lynn Insurance Group June 2005 - July 2011
abc Distributing, LLC December 2002 - June 2005
JM Family Enterprises January 1999 - July 2002
ALAMO November 1990 - January 1999
Hollywood Federal Savings and Loan March 1989 - November 1990
Skills
CICS, MVS, JCL, VSAM, Mainframe, IBM Mainframe, ISPF, COBOL, TSO, DB2, z/OS, JES2, SPUFI, Visio, Xpediter, Fileaid, Endeavor, Easytrieve, Testing, Autosys, COBOLII, Control-M, Data Warehousing, Database Design, Databases, Disaster Recovery, IBM Utilities, Intertest, OS/390, Operating Systems, Production Support, REXX, Requirements Analysis, SDLC, SQL, Serena Changeman, WebSphere MQ
Education
Briarcliffe College
Mutual of America July 2012 - Present
Cognizant Technology Solutions / MetLife November 2011 - July 2012
U.S. Epperson Underwriting Co., Lumbermen's Underwriting Alliance, Lynn Insurance Group June 2005 - July 2011
abc Distributing, LLC December 2002 - June 2005
JM Family Enterprises January 1999 - July 2002
ALAMO November 1990 - January 1999
Hollywood Federal Savings and Loan March 1989 - November 1990
Skills
CICS, MVS, JCL, VSAM, Mainframe, IBM Mainframe, ISPF, COBOL, TSO, DB2, z/OS, JES2, SPUFI, Visio, Xpediter, Fileaid, Endeavor, Easytrieve, Testing, Autosys, COBOLII, Control-M, Data Warehousing, Database Design, Databases, Disaster Recovery, IBM Utilities, Intertest, OS/390, Operating Systems, Production Support, REXX, Requirements Analysis, SDLC, SQL, Serena Changeman, WebSphere MQ
Education
Briarcliffe College
Ben Bartel, CRPS Ben Bartel, CRPS's Mutual of America Experience July 2010 - Present
Job Vice President at Mutual of America
Industry Financial Services
Experience
Mutual of America July 2010 - Present
Mutual of America March 2005 - June 2010
Mutual of America Securities Corporation March 2005 - June 2010
ECA Marketing February 2002 - February 2005
Prudential Securities January 2001 - January 2002
North Star Resource Group September 1997 - December 2000
Skills
401k, Defined Benefit, Retirement, IRAs, Retirement Planning, ERISA, Pensions, Investments, Mutual Funds, Asset Allocation, Defined Contribution, Roth IRA, Sales, Insurance, Series 63, Series 6
Education
College for Financial Planning 2009 — 2009
CRPS, Chartered Retirement Plans Specialist
Saint Cloud State University - G.R. Herberger College of Business 1993 — 1997
Bachelor of Science (BS), Marketing
Mutual of America July 2010 - Present
Mutual of America March 2005 - June 2010
Mutual of America Securities Corporation March 2005 - June 2010
ECA Marketing February 2002 - February 2005
Prudential Securities January 2001 - January 2002
North Star Resource Group September 1997 - December 2000
Skills
401k, Defined Benefit, Retirement, IRAs, Retirement Planning, ERISA, Pensions, Investments, Mutual Funds, Asset Allocation, Defined Contribution, Roth IRA, Sales, Insurance, Series 63, Series 6
Education
College for Financial Planning 2009 — 2009
CRPS, Chartered Retirement Plans Specialist
Saint Cloud State University - G.R. Herberger College of Business 1993 — 1997
Bachelor of Science (BS), Marketing
Donald T. Eason, Jr. Donald T. Eason, Jr.'s Mutual of America Experience 2005 - 2009
Job Business Development and Leadership Development
Industry Government Relations
Experience
CH2M HILL March 2012 - Present
CH2M HILL 2010 - Present
National Urban Fellows 2010 - 2011
Outreach, Inc 2008 - 2010
Mutual of America 2005 - 2009
Agathon Financial Group 2001 - 2005
Challenge Mortgage 2002 - 2003
Skills
Sales Management, Marketing Strategy, Public Speaking, New Business Development, Business Strategy, Business Development, Strategic Planning, Project Management, Public Relations, Leadership Development, Recruiting, Leadership, Non-profits, Analysis, Budgets, Coaching, Community Development, Community Outreach, Customer Service, Entrepreneurship, Event Management, Event Planning, Finance, Fundraising, Government, Human Resources, Interviews, Management, Management Consulting, Marketing, Marketing Communications, Microsoft Office, Nonprofits, Organizational..., Policy, Process Improvement, Program Development, Program Management, Project Planning, Proposal Writing, Research, Sales Operations, Social Networking, Social Media, Team Building, Training, Team Leadership, Change Management, Strategic Communications, Strategy
Education
Baruch College, City University of New York (CUNY)
Master, Public Administration
Midwestern Christian Institute
Bachelor, Religious Education
Rochester College
Bachelor of Business Administration, Management
CH2M HILL March 2012 - Present
CH2M HILL 2010 - Present
National Urban Fellows 2010 - 2011
Outreach, Inc 2008 - 2010
Mutual of America 2005 - 2009
Agathon Financial Group 2001 - 2005
Challenge Mortgage 2002 - 2003
Skills
Sales Management, Marketing Strategy, Public Speaking, New Business Development, Business Strategy, Business Development, Strategic Planning, Project Management, Public Relations, Leadership Development, Recruiting, Leadership, Non-profits, Analysis, Budgets, Coaching, Community Development, Community Outreach, Customer Service, Entrepreneurship, Event Management, Event Planning, Finance, Fundraising, Government, Human Resources, Interviews, Management, Management Consulting, Marketing, Marketing Communications, Microsoft Office, Nonprofits, Organizational..., Policy, Process Improvement, Program Development, Program Management, Project Planning, Proposal Writing, Research, Sales Operations, Social Networking, Social Media, Team Building, Training, Team Leadership, Change Management, Strategic Communications, Strategy
Education
Baruch College, City University of New York (CUNY)
Master, Public Administration
Midwestern Christian Institute
Bachelor, Religious Education
Rochester College
Bachelor of Business Administration, Management
Jerry (Gerald) Bruzek Jerry (Gerald) Bruzek's Mutual of America Experience April 2012 - Present
Job CRPS, CRPC, Mutual of America
Industry Financial Services
Experience
Mutual of America April 2012 - Present
Merrill Lynch August 2010 - April 2012
PFS Investments July 2003 - August 2010
Skills
Estate Planning, Life Insurance, Portfolio Management, Asset Allocation, Investments, Strategic Financial..., Long-term Care, Financial Advisory, Variable Annuities, Series 7, Retirement Planning, Wealth Management, 401k, Mutual Funds, Retirement, Financial Planning
Education
Brown College 1980 — 1981
Mutual of America April 2012 - Present
Merrill Lynch August 2010 - April 2012
PFS Investments July 2003 - August 2010
Skills
Estate Planning, Life Insurance, Portfolio Management, Asset Allocation, Investments, Strategic Financial..., Long-term Care, Financial Advisory, Variable Annuities, Series 7, Retirement Planning, Wealth Management, 401k, Mutual Funds, Retirement, Financial Planning
Education
Brown College 1980 — 1981
Ginny (Ginny Rapp) Rafidi Ginny (Ginny Rapp) Rafidi's Mutual of America Experience May 2010 - Present
Job Enterprise Information Technology Manager
Industry Financial Services
Experience
Mutual of America May 2010 - Present
City National Bank of FL January 1999 - June 2009
CoreStates Capital Markets January 1992 - January 1998
Skills
Project Management, Team Management, Network Administration, Disaster Recovery, Networking, Management, Troubleshooting, Business Analysis, CRM, Contract Negotiation, Information Technology, Strategic Planning, Network Design, Project Planning, IT Management, Data Center, SQL, System Administration, IT Strategy, IT Operations, Cloud Computing, Integration, Technical Support, Storage
Education
PC Professor 2009 — 2010
MCITP, SQL DBA
Nova Southeastern University 2007 — 2007
PMP Certification Training
Saint Joseph's University - Erivan K. Haub School of Business 1990 — 1992
MBA, Information Systems
Albright College 1977 — 1981
BS, Business Administration and Management, General
Mutual of America May 2010 - Present
City National Bank of FL January 1999 - June 2009
CoreStates Capital Markets January 1992 - January 1998
Skills
Project Management, Team Management, Network Administration, Disaster Recovery, Networking, Management, Troubleshooting, Business Analysis, CRM, Contract Negotiation, Information Technology, Strategic Planning, Network Design, Project Planning, IT Management, Data Center, SQL, System Administration, IT Strategy, IT Operations, Cloud Computing, Integration, Technical Support, Storage
Education
PC Professor 2009 — 2010
MCITP, SQL DBA
Nova Southeastern University 2007 — 2007
PMP Certification Training
Saint Joseph's University - Erivan K. Haub School of Business 1990 — 1992
MBA, Information Systems
Albright College 1977 — 1981
BS, Business Administration and Management, General
Julio Pascual's Mutual of America Experience June 2014 - September 2014
Job college Assistant at Lehman College
Industry Financial Services
Experience
Lehman College October 2014 - May 2015
Mutual of America June 2014 - September 2014
Bronx Community College February 2013 - June 2014
Skills
PowerPoint, Research, Data Entry, Microsoft Word, Microsoft Office, Event Planning, Microsoft Excel, Administrative..., Outlook, Spanish, Access, Leadership, Management, Invoicing, Databases, Customer Service, Time Management, Teamwork
Education
City University of New York-Herbert H. Lehman College 2013 — 2015
Bachelor’s Degree, Business Administration and Finance
CUNY Hostos Community College 2010 — 2012
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Lehman College October 2014 - May 2015
Mutual of America June 2014 - September 2014
Bronx Community College February 2013 - June 2014
Skills
PowerPoint, Research, Data Entry, Microsoft Word, Microsoft Office, Event Planning, Microsoft Excel, Administrative..., Outlook, Spanish, Access, Leadership, Management, Invoicing, Databases, Customer Service, Time Management, Teamwork
Education
City University of New York-Herbert H. Lehman College 2013 — 2015
Bachelor’s Degree, Business Administration and Finance
CUNY Hostos Community College 2010 — 2012
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Karen (Dertzbaugh) Kalin's Mutual of America Experience December 1999 - May 2007
Job Client Manager & Office Support
Industry Insurance
Experience
Alliant Insurance Services August 2015 - Present
Arthur J. Gallagher & Co. November 2007 - August 2015
Mutual of America December 1999 - May 2007
Resources for Human Development August 1998 - December 1999
Northwestern Human Services September 1997 - August 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Proofreading, Travel Planning, Expense Reports, Ordering Office Supplies, Vendor Management Skills, Executive Support, Insurance, Employee Benefits, Strategic Planning, Project Management, Program Management, Change Management, Healthcare, Sales Management, international benefits, Retirement Planning
Education
Arcadia University 1994 — 1997
BA, Art Therapy
Bluefield College 1993 — 1994
TJHS
Alliant Insurance Services August 2015 - Present
Arthur J. Gallagher & Co. November 2007 - August 2015
Mutual of America December 1999 - May 2007
Resources for Human Development August 1998 - December 1999
Northwestern Human Services September 1997 - August 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Proofreading, Travel Planning, Expense Reports, Ordering Office Supplies, Vendor Management Skills, Executive Support, Insurance, Employee Benefits, Strategic Planning, Project Management, Program Management, Change Management, Healthcare, Sales Management, international benefits, Retirement Planning
Education
Arcadia University 1994 — 1997
BA, Art Therapy
Bluefield College 1993 — 1994
TJHS
Bernadette Palumbo, SPHR CEBS Bernadette Palumbo, SPHR CEBS's Mutual of America Experience September 1992 - September 1995
Job Director Talent Acquisition, University Relations and Workforce Planning at BASF Corporation
Industry Chemicals
Experience
BASF Corporation October 2011 - Present
BASF Mexicana October 2008 - October 2011
BASF Corporation 2006 - 2008
Minerals Technologies Inc. 1996 - 2006
Centro Venezolano Americano 1995 - 1996
Mutual of America September 1992 - September 1995
Skills
Human Resources, Recruiting, Strategy, Employee Engagement, Leadership, Employee Benefits, Business Strategy, Employer Branding, Onboarding, Organizational Design, Mergers & Acquisitions, Leadership Development, Talent Management, Team Building, Project Management, Negotiation, Training, Acquisition Integration, Strategic Planning, Restructuring, HRIS, Management, Temporary Placement, Employee Relations, Organizational..., Mergers, Organization Development, Performance Management, Change Management, Succession Planning, Talent Acquisition, Policies and Procedures, Organization Design, Deferred Compensation, Metrics, Employee Value..., Sourcing, Strategic HR, College Recruiting, Applicant Tracking..., HR Consulting, Executive Coaching, HR Transformation, Executive Search, Taleo, Career Development, Organizational..., Workforce Planning, Labor Relations, Process Improvement
Education
Saint John's University School of Law 1989 — 1992
JD, Law
Barnard College 1985 — 1989
BA, Political Science and Italian Language
BASF Corporation October 2011 - Present
BASF Mexicana October 2008 - October 2011
BASF Corporation 2006 - 2008
Minerals Technologies Inc. 1996 - 2006
Centro Venezolano Americano 1995 - 1996
Mutual of America September 1992 - September 1995
Skills
Human Resources, Recruiting, Strategy, Employee Engagement, Leadership, Employee Benefits, Business Strategy, Employer Branding, Onboarding, Organizational Design, Mergers & Acquisitions, Leadership Development, Talent Management, Team Building, Project Management, Negotiation, Training, Acquisition Integration, Strategic Planning, Restructuring, HRIS, Management, Temporary Placement, Employee Relations, Organizational..., Mergers, Organization Development, Performance Management, Change Management, Succession Planning, Talent Acquisition, Policies and Procedures, Organization Design, Deferred Compensation, Metrics, Employee Value..., Sourcing, Strategic HR, College Recruiting, Applicant Tracking..., HR Consulting, Executive Coaching, HR Transformation, Executive Search, Taleo, Career Development, Organizational..., Workforce Planning, Labor Relations, Process Improvement
Education
Saint John's University School of Law 1989 — 1992
JD, Law
Barnard College 1985 — 1989
BA, Political Science and Italian Language
Abe Jamie Garcia Abe Jamie Garcia's Mutual of America Experience September 2008 - June 2012
Job Insurance Services Evangelist
Industry Insurance
Experience
QUALIFIED Employee Benefits, Inc. October 2013 - Present
Growth Minded Investment Services "GMIS" July 2012 - November 2013
Mutual of America September 2008 - June 2012
Metropolitan Life Insurance Company March 2005 - September 2008
JPMorgan Chase December 1997 - February 2005
Skills
Employee Benefits, Investments, Retirement Planning, Wealth Management, Financial Services, Qualified Retirement..., Personal Finance, Strategic Financial..., Deferred Compensation, Securities, Insurance, Benefits Administration, Wealth Accumulation
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2007
Master of Business Administration (M.B.A.), Management
QUALIFIED Employee Benefits, Inc. October 2013 - Present
Growth Minded Investment Services "GMIS" July 2012 - November 2013
Mutual of America September 2008 - June 2012
Metropolitan Life Insurance Company March 2005 - September 2008
JPMorgan Chase December 1997 - February 2005
Skills
Employee Benefits, Investments, Retirement Planning, Wealth Management, Financial Services, Qualified Retirement..., Personal Finance, Strategic Financial..., Deferred Compensation, Securities, Insurance, Benefits Administration, Wealth Accumulation
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2007
Master of Business Administration (M.B.A.), Management
Kevin Gaston, CRPS Kevin Gaston, CRPS's Mutual of America Experience February 2010 - February 2014
Job Strategic Retirement Plan Manager at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group April 2015 - Present
Mutual of America February 2010 - February 2014
SunTrust Investment Services October 2008 - June 2009
SunTrust Investment Services May 2007 - September 2008
merrill lynch 2006 - 2007
morgan stanley June 2005 - June 2006
Skills
Mutual Funds, Asset Allocation, Investments, Due Diligence, Securities, Bonds, Asset Management, Wealth Management, Hedge Funds, Series 7, Alternative Investments, Retirement Planning, Investment Strategies, Portfolio Management, Asset Managment, Financial Services, Equities, Investment Advisory, Retirement Plan..., Qualified Retirement...
Education
Amherst College 2001 — 2005
Bachelor of Arts, Economics
Amherst College 2001 — 2005
Bachelor's degree, Law, Jurisprudence, and Legal Thought
CUNA Mutual Group April 2015 - Present
Mutual of America February 2010 - February 2014
SunTrust Investment Services October 2008 - June 2009
SunTrust Investment Services May 2007 - September 2008
merrill lynch 2006 - 2007
morgan stanley June 2005 - June 2006
Skills
Mutual Funds, Asset Allocation, Investments, Due Diligence, Securities, Bonds, Asset Management, Wealth Management, Hedge Funds, Series 7, Alternative Investments, Retirement Planning, Investment Strategies, Portfolio Management, Asset Managment, Financial Services, Equities, Investment Advisory, Retirement Plan..., Qualified Retirement...
Education
Amherst College 2001 — 2005
Bachelor of Arts, Economics
Amherst College 2001 — 2005
Bachelor's degree, Law, Jurisprudence, and Legal Thought
Jack Collins's Mutual of America Experience February 2012 - September 2013
Job National 401(k) Sales Manager
Industry Financial Services
Experience
NADA September 2013 - March 2015
Mutual of America February 2012 - September 2013
Human Resources Assocation of Southern Maryland November 2012 - July 2013
Live the Dream Coaching, LLC June 2010 - February 2012
1st Mariner Bank 2006 - 2010
Lincoln Financial Advisors 1999 - 2006
Charles Schwab 1994 - 1997
Skills
Investments, Strategic Planning, Public Speaking, Retirement Planning, Retirement Plan..., 401k, 403b, 457 plans, Series 7, Pensions, Defined Benefit, ERISA, Business Development, Sales, Marketing, 403 b, Portfolio Management, Employee Benefits, Retirement, Finance, CRM
Education
Dickinson College
Bachelor of Arts
Gilman
College Prep Baltimore, MD
NADA September 2013 - March 2015
Mutual of America February 2012 - September 2013
Human Resources Assocation of Southern Maryland November 2012 - July 2013
Live the Dream Coaching, LLC June 2010 - February 2012
1st Mariner Bank 2006 - 2010
Lincoln Financial Advisors 1999 - 2006
Charles Schwab 1994 - 1997
Skills
Investments, Strategic Planning, Public Speaking, Retirement Planning, Retirement Plan..., 401k, 403b, 457 plans, Series 7, Pensions, Defined Benefit, ERISA, Business Development, Sales, Marketing, 403 b, Portfolio Management, Employee Benefits, Retirement, Finance, CRM
Education
Dickinson College
Bachelor of Arts
Gilman
College Prep Baltimore, MD
Anthony Harris Anthony Harris's Mutual of America Experience May 2010 - August 2010
Job Hedge Fund Accountant
Industry Financial Services
Experience
Two Sigma June 2015 - Present
EY August 2012 - May 2015
EY June 2011 - August 2011
Mutual of America May 2010 - August 2010
Skills
Accounting, Hedge Funds, Asset Management, Auditing, Equities, Financial Services, CPA, Financial Statements, Assurance, Credit, Internal Controls, Financial Reporting
Education
Binghamton University - School of Management 2011 — 2012
M.S., Accounting
Binghamton University - School of Management 2008 — 2011
B.S., Accounting
Two Sigma June 2015 - Present
EY August 2012 - May 2015
EY June 2011 - August 2011
Mutual of America May 2010 - August 2010
Skills
Accounting, Hedge Funds, Asset Management, Auditing, Equities, Financial Services, CPA, Financial Statements, Assurance, Credit, Internal Controls, Financial Reporting
Education
Binghamton University - School of Management 2011 — 2012
M.S., Accounting
Binghamton University - School of Management 2008 — 2011
B.S., Accounting
Tonia Sylvan's Mutual of America Experience December 2002 - Present
Job Systems Coordinator
Industry Insurance
Experience
Mutual of America December 2002 - Present
Skills
Access, Administration, Visio, Data Entry, Insurance, Recruiting, Event Planning, Accounts Receivable, PowerPoint, System Administration, Microsoft Office, Customer Service, Event Management, Excel, Word, Workers Compensation, Medical Terminology, Purchasing, Payroll, Accounts Payable, Organizing, QuarkXPress, PeopleSoft, Outlook, Photoshop, Medical Coding, Travel Management, Coordinating Special..., Medical Billing, Ultipro, ultramar, Microsoft Excel
Education
Barry University 2009 — 2010
Masters of Arts, Public Administration
Florida Atlantic University 2009 — 2009
Certificate, Meeting and Events Management
Florida Atlantic University 2003 — 2004
Bachelor of Arts, Criminal Justice
Whiddon Adult Center 1995 — 1996
Certificate, Medical Terminology, Billing & Coding & Medical Transcription
Gold Coast School of Insurance 1993 — 1994
Certificate, 220 General All Lines Agents
Boyd Anderson High School
Diploma, General Education
Broward College
Associate of Arts, Criminal Justice
Mutual of America December 2002 - Present
Skills
Access, Administration, Visio, Data Entry, Insurance, Recruiting, Event Planning, Accounts Receivable, PowerPoint, System Administration, Microsoft Office, Customer Service, Event Management, Excel, Word, Workers Compensation, Medical Terminology, Purchasing, Payroll, Accounts Payable, Organizing, QuarkXPress, PeopleSoft, Outlook, Photoshop, Medical Coding, Travel Management, Coordinating Special..., Medical Billing, Ultipro, ultramar, Microsoft Excel
Education
Barry University 2009 — 2010
Masters of Arts, Public Administration
Florida Atlantic University 2009 — 2009
Certificate, Meeting and Events Management
Florida Atlantic University 2003 — 2004
Bachelor of Arts, Criminal Justice
Whiddon Adult Center 1995 — 1996
Certificate, Medical Terminology, Billing & Coding & Medical Transcription
Gold Coast School of Insurance 1993 — 1994
Certificate, 220 General All Lines Agents
Boyd Anderson High School
Diploma, General Education
Broward College
Associate of Arts, Criminal Justice
Nanette Yavel Nanette Yavel's Mutual of America Experience May 1987 - October 1989
Job Psychotherapist ,PsyD., LCSW
Industry Mental Health Care
Experience
Nanette Yavel, PsyD., LCSW January 2002 - Present
ACLD October 1994 - June 2013
Family Service League of Long Island January 2008 - September 2012
Erisco Managed Care Systems January 1989 - February 1991
Mutual of AmericA May 1987 - October 1989
Skills
Psychotherapy, Psychology, Academic Tutoring, Therapists, Treatment, Program Development, Life Coaching, Counseling Psychology, Problem Solving, Program Management, Clinical Research, Career Counseling, Teaching Writing, Mental Health, Community Outreach, Public Speaking, Research, Adolescents, Writing, Creative Writing, Qualitative Research, Technical Writing, Volunteer Management, Wellness, Database Design, Managerial Finance
Education
California Southern University 2010 — 2015
PsyD., Clinical Psychology, Summa cum Laude
Hunter College School of Social Work 1991 — 1993
Master of Social Work (MSW), Clinical/Medical Social Work, Honors
NYU 1987 — 1987
Certificate, Data Base Theory, A
Brooklyn College 1900 — 1900
Bachelor of Arts (B.A.), Psychology/Chemistry, Magna Cum Laude
Nanette Yavel, PsyD., LCSW January 2002 - Present
ACLD October 1994 - June 2013
Family Service League of Long Island January 2008 - September 2012
Erisco Managed Care Systems January 1989 - February 1991
Mutual of AmericA May 1987 - October 1989
Skills
Psychotherapy, Psychology, Academic Tutoring, Therapists, Treatment, Program Development, Life Coaching, Counseling Psychology, Problem Solving, Program Management, Clinical Research, Career Counseling, Teaching Writing, Mental Health, Community Outreach, Public Speaking, Research, Adolescents, Writing, Creative Writing, Qualitative Research, Technical Writing, Volunteer Management, Wellness, Database Design, Managerial Finance
Education
California Southern University 2010 — 2015
PsyD., Clinical Psychology, Summa cum Laude
Hunter College School of Social Work 1991 — 1993
Master of Social Work (MSW), Clinical/Medical Social Work, Honors
NYU 1987 — 1987
Certificate, Data Base Theory, A
Brooklyn College 1900 — 1900
Bachelor of Arts (B.A.), Psychology/Chemistry, Magna Cum Laude
Ashley Guevara Ashley Guevara's Mutual of America Experience August 2015 - Present
Job Sr. Correspondent at Mutual of America
Industry Financial Services
Experience
Mutual of America August 2015 - Present
Vanguard June 2013 - August 2015
Skills
Microsoft Office, Leadership, Microsoft Word, Microsoft Excel, Social Networking, Social Media, Community Outreach, Time Management
Education
Arizona State University 2009 — 2013
Bachelor of Science (BS), Marketing
Mutual of America August 2015 - Present
Vanguard June 2013 - August 2015
Skills
Microsoft Office, Leadership, Microsoft Word, Microsoft Excel, Social Networking, Social Media, Community Outreach, Time Management
Education
Arizona State University 2009 — 2013
Bachelor of Science (BS), Marketing
Sneha Shashikumar's Mutual of America Experience June 2014 - August 2014
Job Undergraduate Student at The Wharton School
Industry Financial Services
Experience
UBS Investment Bank June 2015 - August 2015
Mutual of America June 2014 - August 2014
C.V. Associates NY; PE, LS, P.C. May 2013 - August 2013
Education
Wharton Business School 2012 — 2016
Bachelor's Degree, Accounting and Finance, 3.6 / 4.0
OpenDoor 2014 — 2014
Inside an Investment Bank (Sponsored by Bank of America Merrill Lynch), Finance, General
Columbia University in the City of New York 2010 — 2012
Science Honors Program, Mathematics and Physics
Monroe-Woodbury High School 2009 — 2012
High School
UBS Investment Bank June 2015 - August 2015
Mutual of America June 2014 - August 2014
C.V. Associates NY; PE, LS, P.C. May 2013 - August 2013
Education
Wharton Business School 2012 — 2016
Bachelor's Degree, Accounting and Finance, 3.6 / 4.0
OpenDoor 2014 — 2014
Inside an Investment Bank (Sponsored by Bank of America Merrill Lynch), Finance, General
Columbia University in the City of New York 2010 — 2012
Science Honors Program, Mathematics and Physics
Monroe-Woodbury High School 2009 — 2012
High School
Bill Machado's Mutual of America Experience September 2007 - April 2009
Job Retirement Plan Consultant AEPG Wealth Strategies
Industry Financial Services
Experience
AEPG® Wealth Strategies February 2015 - Present
Summit Medical Group of New Jersey March 2012 - February 2015
Mutual of America September 2007 - April 2009
City National Bank March 2006 - June 2007
ADP July 2004 - December 2005
CitiStreet December 2002 - July 2004
US Trust July 1996 - July 2002
U.S. Trust 1996 - 2002
Guardian Life Insurance Co. January 1990 - July 1996
Skills
CRM, Management, Sales, Leadership, Strategic Partnerships, Business Development, Strategy, Mutual Funds, Relationship Management, Sales Process, 401k, Cross-functional Team..., Financial Services, Selling, Contract Negotiation, Marketing, Investments, Customer Service, Social Networking, Retirement Planning, Employee Benefits
Education
State University of New York at Albany
Business Administration
William Paterson University of New Jersey
Certificate, Dynamics of Organizational Change
National Association of State Boards of Accountancy
Certificate of Continuing Ed on Retirement Planning
NYU School of Professional Studies
Certificate of Business Administration
AEPG® Wealth Strategies February 2015 - Present
Summit Medical Group of New Jersey March 2012 - February 2015
Mutual of America September 2007 - April 2009
City National Bank March 2006 - June 2007
ADP July 2004 - December 2005
CitiStreet December 2002 - July 2004
US Trust July 1996 - July 2002
U.S. Trust 1996 - 2002
Guardian Life Insurance Co. January 1990 - July 1996
Skills
CRM, Management, Sales, Leadership, Strategic Partnerships, Business Development, Strategy, Mutual Funds, Relationship Management, Sales Process, 401k, Cross-functional Team..., Financial Services, Selling, Contract Negotiation, Marketing, Investments, Customer Service, Social Networking, Retirement Planning, Employee Benefits
Education
State University of New York at Albany
Business Administration
William Paterson University of New Jersey
Certificate, Dynamics of Organizational Change
National Association of State Boards of Accountancy
Certificate of Continuing Ed on Retirement Planning
NYU School of Professional Studies
Certificate of Business Administration
Carmen Julia Rivera Carmen Julia Rivera's Mutual of America Experience January 1990 - December 1995
Job Executive Assistant at Eisai Pharmaceuticals
Industry Pharmaceuticals
Experience
Eisai Pharmaceuticals 2011 - Present
Eisai Inc. March 2008 - March 2011
Eisai Inc January 2008 - March 2011
Eisai Machinery U.S.A., Inc. December 1995 - October 2007
Mutual of America January 1990 - December 1995
Mutual of America January 1990 - January 1995
American Red Cross in Greater New York October 1979 - December 1989
American Red Cross January 1979 - January 1989
Skills
Concur, Microsoft Excel, Access, Visio, Microsoft Word, Microsoft Office 2007, Administrative..., PowerPoint, Calendaring, Travel Arrangements, Outlook, Spreadsheets, Human Resources, Lotus Notes, Office Management, Expense Reports, Time Management, Calendars, Payroll, Cross-functional Team..., Adobe Acrobat, SAP, Pharmaceutical Industry, Coordination, Recruiting, SharePoint, Employee Relations, Sop, Event Management, Account Reconciliation, Accounts Payable, Budgets, Clinical Trials, Administrative..., Executive..., Microsoft Office
Education
New Horizons
City University of New York-Hunter College 1976 — 1979
N/A, Business Administration/Nursing
George Washington High School 1973 — 1976
academic
Hunter College New
Business Administration (non, Business Administration and Management, General
Eisai Pharmaceuticals 2011 - Present
Eisai Inc. March 2008 - March 2011
Eisai Inc January 2008 - March 2011
Eisai Machinery U.S.A., Inc. December 1995 - October 2007
Mutual of America January 1990 - December 1995
Mutual of America January 1990 - January 1995
American Red Cross in Greater New York October 1979 - December 1989
American Red Cross January 1979 - January 1989
Skills
Concur, Microsoft Excel, Access, Visio, Microsoft Word, Microsoft Office 2007, Administrative..., PowerPoint, Calendaring, Travel Arrangements, Outlook, Spreadsheets, Human Resources, Lotus Notes, Office Management, Expense Reports, Time Management, Calendars, Payroll, Cross-functional Team..., Adobe Acrobat, SAP, Pharmaceutical Industry, Coordination, Recruiting, SharePoint, Employee Relations, Sop, Event Management, Account Reconciliation, Accounts Payable, Budgets, Clinical Trials, Administrative..., Executive..., Microsoft Office
Education
New Horizons
City University of New York-Hunter College 1976 — 1979
N/A, Business Administration/Nursing
George Washington High School 1973 — 1976
academic
Hunter College New
Business Administration (non, Business Administration and Management, General
Doug Psick Doug Psick's Mutual of America Experience August 2004 - Present
Job Regional Account Executive at Mutual of America
Industry Financial Services
Experience
Mutual of America August 2004 - Present
American Council of the Blind April 1994 - August 2002
Skills
Retirement, Public Speaking, Series 7, Retirement Planning, Qualified Retirement..., Series 63, Retirement Plan..., Investments, Nonprofits, 401k, 403 b, IRAs, Asset Allocation
Education
Concordia College 1987 — 1991
Bachelor of Arts (B.A.), International Business
Mutual of America August 2004 - Present
American Council of the Blind April 1994 - August 2002
Skills
Retirement, Public Speaking, Series 7, Retirement Planning, Qualified Retirement..., Series 63, Retirement Plan..., Investments, Nonprofits, 401k, 403 b, IRAs, Asset Allocation
Education
Concordia College 1987 — 1991
Bachelor of Arts (B.A.), International Business
Vincent Dragone Vincent Dragone's Mutual of America Experience February 1982 - Present
Job Field Vice President at Mutual of America
Industry Financial Services
Experience
Mutual of America February 1982 - Present
Skills
Direct Sales, Customer Service, Employee Benefits, Interviews, Key Account Development, Lead Generation, Nonprofits, 401k, Sales, Leadership, Retirement, Retirement Planning, Strategy, Series 6, Defined Benefit, Variable Annuities, ERISA, Series 63, Fixed Annuities
Education
State University of New York at Albany 1979 — 1981
Economics
Adelphi University
Master of Business Administration (MBA)
Mutual of America February 1982 - Present
Skills
Direct Sales, Customer Service, Employee Benefits, Interviews, Key Account Development, Lead Generation, Nonprofits, 401k, Sales, Leadership, Retirement, Retirement Planning, Strategy, Series 6, Defined Benefit, Variable Annuities, ERISA, Series 63, Fixed Annuities
Education
State University of New York at Albany 1979 — 1981
Economics
Adelphi University
Master of Business Administration (MBA)
Nikeya Kelly, MBA Nikeya Kelly, MBA's Mutual of America Experience May 2008 - September 2010
Job Consultant
Industry Financial Services
Experience
Ambergris Consulting June 2013 - Present
SGHRC Corp January 2009 - December 2012
Mutual of America May 2008 - September 2010
Citigroup January 2002 - May 2008
American Express Financial Advisors June 2000 - November 2001
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Financial Planning, Wealth Management, Client Services, Business Development, New Business Development, Account Management, Strategic Financial..., Investments, Financial Services, Risk Management, Training, Analysis, Business Process..., Capital Markets, Finance, Management Consulting, Retirement Planning, Due Diligence, Equities
Education
Hofstra University 2005 — 2007
MBA, Finance
Connecticut College 1994 — 1998
BA, International Relations
Tabor Academy 1990 — 1994
Ambergris Consulting June 2013 - Present
SGHRC Corp January 2009 - December 2012
Mutual of America May 2008 - September 2010
Citigroup January 2002 - May 2008
American Express Financial Advisors June 2000 - November 2001
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Financial Planning, Wealth Management, Client Services, Business Development, New Business Development, Account Management, Strategic Financial..., Investments, Financial Services, Risk Management, Training, Analysis, Business Process..., Capital Markets, Finance, Management Consulting, Retirement Planning, Due Diligence, Equities
Education
Hofstra University 2005 — 2007
MBA, Finance
Connecticut College 1994 — 1998
BA, International Relations
Tabor Academy 1990 — 1994
Joseph A. Boccuti Joseph A. Boccuti's Mutual of America Experience December 1986 - June 1989
Job Sr. Consultant / Project Manager / Technical Lead
Industry Information Technology and Services
Experience
NOVA Services Inc. private firm January 1985 - Present
Motorola Mobility 2012 - 2013
Independence Blue Cross 2012 - 2012
DuPont September 2004 - August 2008
Superior Court of New Jersey June 2003 - November 2003
Rohm and Haas July 1993 - April 2002
Wyeth 2002 - 2002
Merck February 1992 - June 1993
US HEALTHCARE ( very large HMO - now AETNA ) August 1989 - September 1990
Mutual of America December 1986 - June 1989
Skills
ERP, LIMS, Compliance, SAP, Process Improvement, SDLC, Integration, Program Management, Process Engineering, Business Strategy, Customer Relations, PMO, Change Management, Business Analysis, IT Strategy, Six Sigma, Mentoring, SQL, PowerPoint, Data Analysis, Business Intelligence, Systems Analysis, E-commerce, Negotiation, IT Management, Business Process..., Coaching, Team Building, Requirements Gathering, Inventory Management, Contract Negotiation, Skilled Communicator, Problem Solving, Cross-functional Team..., Software Project..., Requirements Analysis, Vendor Management, Project Implementation, Business Process, Databases, Visio
Education
St. Joseph's Preparatory Highschool 1969 — 2000
Drexel University - LeBow College of Business 1973 — 1978
BS Business Administration, Computer Science, Analytics, Business Process
NOVA Services Inc. private firm January 1985 - Present
Motorola Mobility 2012 - 2013
Independence Blue Cross 2012 - 2012
DuPont September 2004 - August 2008
Superior Court of New Jersey June 2003 - November 2003
Rohm and Haas July 1993 - April 2002
Wyeth 2002 - 2002
Merck February 1992 - June 1993
US HEALTHCARE ( very large HMO - now AETNA ) August 1989 - September 1990
Mutual of America December 1986 - June 1989
Skills
ERP, LIMS, Compliance, SAP, Process Improvement, SDLC, Integration, Program Management, Process Engineering, Business Strategy, Customer Relations, PMO, Change Management, Business Analysis, IT Strategy, Six Sigma, Mentoring, SQL, PowerPoint, Data Analysis, Business Intelligence, Systems Analysis, E-commerce, Negotiation, IT Management, Business Process..., Coaching, Team Building, Requirements Gathering, Inventory Management, Contract Negotiation, Skilled Communicator, Problem Solving, Cross-functional Team..., Software Project..., Requirements Analysis, Vendor Management, Project Implementation, Business Process, Databases, Visio
Education
St. Joseph's Preparatory Highschool 1969 — 2000
Drexel University - LeBow College of Business 1973 — 1978
BS Business Administration, Computer Science, Analytics, Business Process
Tom Horwat, CRPS, CRPC, AIF Tom Horwat, CRPS, CRPC, AIF's Mutual of America Experience September 2007 - August 2009
Job Senior Associate at Solenture, Inc.
Industry Financial Services
Experience
Solenture, Inc. October 2009 - Present
Mutual of America September 2007 - August 2009
Sky Retirement Services February 2003 - July 2007
Skills
Employee Benefits, Executive Compensation, Analysis, 401k, Series 7, Pensions, Investments, Investment Advisory, Financial Planning, Portfolio Management, Investment Strategies, Executive Pay, Strategic Financial..., Retirement Plan..., Retirement Planning, Qualified Retirement...
Education
California University of Pennsylvania 1973 — 1977
BS, Secondary Education/Biology
North Catholic High School 1969 — 1973
College for Financial Planning
The American College
Solenture, Inc. October 2009 - Present
Mutual of America September 2007 - August 2009
Sky Retirement Services February 2003 - July 2007
Skills
Employee Benefits, Executive Compensation, Analysis, 401k, Series 7, Pensions, Investments, Investment Advisory, Financial Planning, Portfolio Management, Investment Strategies, Executive Pay, Strategic Financial..., Retirement Plan..., Retirement Planning, Qualified Retirement...
Education
California University of Pennsylvania 1973 — 1977
BS, Secondary Education/Biology
North Catholic High School 1969 — 1973
College for Financial Planning
The American College
Colin Conway Colin Conway's Mutual of America Experience December 2010 - Present
Job Senior Correspondent at Mutual of America
Industry Financial Services
Experience
Mutual of America December 2010 - Present
Sirius Satellite Radio September 2009 - December 2009
Mutual of America June 2009 - August 2009
Mutual of America June 2008 - August 2008
Sarnelli House September 2005 - August 2008
Skills
Advertising, Marketing Strategy, Marketing, Sales, Management, Investments, Project Management, Customer Service, Social Media, Social Media Marketing, Public Relations, Marketing Communications, Research
Education
Manhattan College 2006 — 2010
Bachelor of Science, Marketing
Bond University 2009 — 2009
Mutual of America December 2010 - Present
Sirius Satellite Radio September 2009 - December 2009
Mutual of America June 2009 - August 2009
Mutual of America June 2008 - August 2008
Sarnelli House September 2005 - August 2008
Skills
Advertising, Marketing Strategy, Marketing, Sales, Management, Investments, Project Management, Customer Service, Social Media, Social Media Marketing, Public Relations, Marketing Communications, Research
Education
Manhattan College 2006 — 2010
Bachelor of Science, Marketing
Bond University 2009 — 2009
Matt Almanza, CRPS® Matt Almanza, CRPS®'s Mutual of America Experience January 2015 - Present
Job Account Representative at Mutual of America
Industry Financial Services
Experience
Mutual of America January 2015 - Present
ePlan Services, Inc. August 2013 - December 2014
Paychex June 2012 - August 2013
Paychex November 2011 - June 2012
ePlan Services, Inc. November 2011 - June 2012
OppenheimerFunds April 2006 - September 2011
OppenheimerFunds April 2005 - April 2006
OppenheimerFunds September 1999 - April 2005
Skills
401k, Retirement Planning, Retirement, Mutual Funds, Series 63, Financial Services
Education
College for Financial Planning 2010 — 2010
CRPS
Chapman University 1989 — 1991
Santa Ana College 1988 — 1989
Mutual of America January 2015 - Present
ePlan Services, Inc. August 2013 - December 2014
Paychex June 2012 - August 2013
Paychex November 2011 - June 2012
ePlan Services, Inc. November 2011 - June 2012
OppenheimerFunds April 2006 - September 2011
OppenheimerFunds April 2005 - April 2006
OppenheimerFunds September 1999 - April 2005
Skills
401k, Retirement Planning, Retirement, Mutual Funds, Series 63, Financial Services
Education
College for Financial Planning 2010 — 2010
CRPS
Chapman University 1989 — 1991
Santa Ana College 1988 — 1989
Joseph DiGirolamo Joseph DiGirolamo's Mutual of America Experience August 2013 - Present
Job Registered Representative at Mutual of America
Industry Financial Services
Experience
Mutual of America August 2013 - Present
State Farm Insurance September 2012 - August 2013
Sagepoint Financial February 2012 - September 2012
United States Air Force July 2004 - July 2008
Skills
Air Force, Economics, Military, DoD, Investments, Analysis, Microsoft Office, Aircraft, Bartending, Security Clearance, Problem Solving, Aviation, Financial Analysis, Series 6, Series 63, Life Insurance, Annuity Sales, Health Insurance, Disability Insurance, Mutual Funds, Finance, Loans, Strategic Planning, Risk Management, Sales, Strategic Financial..., Microsoft Excel, Financial Services, Retirement Planning, Fixed Annuities, Financial Advisory, Insurance, Team Building, Leadership, Employee Benefits, Retirement, 401k, IRAs, Variable Annuities, Asset Allocation, Roth IRA, 401k Rollovers
Education
George Mason University 2009 — 2011
B.S, Economics
Northern Virginia Community College 2008 — 2009
Economics and prerequistes
Fayetteville Tech 2007 — 2008
Management and Economics
Community College of the Air Force 2004 — 2008
A.S, Avionics Technology
Mutual of America August 2013 - Present
State Farm Insurance September 2012 - August 2013
Sagepoint Financial February 2012 - September 2012
United States Air Force July 2004 - July 2008
Skills
Air Force, Economics, Military, DoD, Investments, Analysis, Microsoft Office, Aircraft, Bartending, Security Clearance, Problem Solving, Aviation, Financial Analysis, Series 6, Series 63, Life Insurance, Annuity Sales, Health Insurance, Disability Insurance, Mutual Funds, Finance, Loans, Strategic Planning, Risk Management, Sales, Strategic Financial..., Microsoft Excel, Financial Services, Retirement Planning, Fixed Annuities, Financial Advisory, Insurance, Team Building, Leadership, Employee Benefits, Retirement, 401k, IRAs, Variable Annuities, Asset Allocation, Roth IRA, 401k Rollovers
Education
George Mason University 2009 — 2011
B.S, Economics
Northern Virginia Community College 2008 — 2009
Economics and prerequistes
Fayetteville Tech 2007 — 2008
Management and Economics
Community College of the Air Force 2004 — 2008
A.S, Avionics Technology
Lindsay Hanley, CRPS Lindsay Hanley, CRPS's Mutual of America Experience March 2006 - February 2008
Job Financial Professional
Industry Financial Services
Experience
VALIC December 2014 - Present
Lincoln Financial Group August 2013 - November 2014
The Retirement Advantage July 2012 - August 2013
Alliance Benefit Group - Pentegra Retirement Services August 2011 - July 2012
ING February 2008 - January 2011
Mutual of America March 2006 - February 2008
Ameriprise Financial Services, Inc. January 2005 - March 2006
Skills
Defined Contribution, Defined Benefit, Series 7, Investments, Pensions, Mutual Funds, Retirement, 401k, 403 b, Series 66, Insurance, Annuities, Health, Disability Insurance, Annuity, Retirement Planning, Health Insurance, Securities, IRA's, Universal Life, Term Life Insurance, Financial Planning, Roth IRA, Whole Life, Wealth Management, Fixed Annuities, Equities, Fixed Income, IRAs, Strategic Financial..., Employee Benefits, Financial Planners, Estate Planning, ETFs, Series 63, Asset Management, Financial Advisory, Investment Advisory, Financial Services, FINRA, Retirement Plan..., Uniform Combined State...
Education
College for Financial Planning 2007 — 2007
Chartered Retirement Plans Specialist
Roger Williams University 1999 — 2004
BS, Biology
VALIC December 2014 - Present
Lincoln Financial Group August 2013 - November 2014
The Retirement Advantage July 2012 - August 2013
Alliance Benefit Group - Pentegra Retirement Services August 2011 - July 2012
ING February 2008 - January 2011
Mutual of America March 2006 - February 2008
Ameriprise Financial Services, Inc. January 2005 - March 2006
Skills
Defined Contribution, Defined Benefit, Series 7, Investments, Pensions, Mutual Funds, Retirement, 401k, 403 b, Series 66, Insurance, Annuities, Health, Disability Insurance, Annuity, Retirement Planning, Health Insurance, Securities, IRA's, Universal Life, Term Life Insurance, Financial Planning, Roth IRA, Whole Life, Wealth Management, Fixed Annuities, Equities, Fixed Income, IRAs, Strategic Financial..., Employee Benefits, Financial Planners, Estate Planning, ETFs, Series 63, Asset Management, Financial Advisory, Investment Advisory, Financial Services, FINRA, Retirement Plan..., Uniform Combined State...
Education
College for Financial Planning 2007 — 2007
Chartered Retirement Plans Specialist
Roger Williams University 1999 — 2004
BS, Biology
Tony Perry's Mutual of America Experience August 1997 - January 2001
Job Coaching & Leadership Development
Industry Insurance
Experience
Liberty Mutual Group March 2010 - Present
New England Pop Warner January 2004 - Present
Liberty Mutual Insurance March 2009 - March 2010
Central Massachusetts Pop Warner 2006 - 2010
Liberty Mutual March 2008 - March 2009
Global Insurance Network October 2004 - January 2008
Shrewsbury Youth Football 2000 - 2008
Prudential Financial April 2001 - October 2004
Mutual of America August 1997 - January 2001
AMICA Insurance September 1996 - August 1997
Skills
Coaching, Negotiation, Leadership Development, Consultative Selling, Employee Benefits, Property & Casualty..., Team Building, Strategic Planning, Mentoring, Needs Analysis, Sales, Leadership, Customer Service, Life Insurance, Business Strategy, Management, Customer Satisfaction, Underwriting, Selling, Sales Management, Training, Risk Management, Insurance, Business Development, Marketing, Recruiting, Time Management, Workers Compensation, Operations Management, Casualty, Account Management, Public Speaking, Customer Retention, Consulting, Executive Management, Cold Calling, Disability Insurance
Education
Quinnipiac University 2014 — 2016
Master's Degree, Organizational Leadership, 3.85
Assumption College 1984 — 1988
BA, Management, BA, Economics with Business Concentration
The Morgan School 1980 — 1984
HS, Honors Programs
Liberty Mutual Group March 2010 - Present
New England Pop Warner January 2004 - Present
Liberty Mutual Insurance March 2009 - March 2010
Central Massachusetts Pop Warner 2006 - 2010
Liberty Mutual March 2008 - March 2009
Global Insurance Network October 2004 - January 2008
Shrewsbury Youth Football 2000 - 2008
Prudential Financial April 2001 - October 2004
Mutual of America August 1997 - January 2001
AMICA Insurance September 1996 - August 1997
Skills
Coaching, Negotiation, Leadership Development, Consultative Selling, Employee Benefits, Property & Casualty..., Team Building, Strategic Planning, Mentoring, Needs Analysis, Sales, Leadership, Customer Service, Life Insurance, Business Strategy, Management, Customer Satisfaction, Underwriting, Selling, Sales Management, Training, Risk Management, Insurance, Business Development, Marketing, Recruiting, Time Management, Workers Compensation, Operations Management, Casualty, Account Management, Public Speaking, Customer Retention, Consulting, Executive Management, Cold Calling, Disability Insurance
Education
Quinnipiac University 2014 — 2016
Master's Degree, Organizational Leadership, 3.85
Assumption College 1984 — 1988
BA, Management, BA, Economics with Business Concentration
The Morgan School 1980 — 1984
HS, Honors Programs
Jennifer Bergman's Mutual of America Experience February 2002 - October 2006
Job Senior Manager, Health and Wellness
Industry Human Resources
Experience
Metavante September 2007 - December 2009
Fiserv November 2006 - August 2007
Mutual of America February 2002 - October 2006
K2 Digital March 2000 - January 2002
Skills
Employee Benefits, PeopleSoft, Budgets, Recruiting, Benefits Administration, Onboarding, Microsoft Office, HRIS, Human Resources, Employee Relations, Deferred Compensation, Corporate Benefits, Performance Management, Client Service Oriented, 401k, Vendor Management, Vendor Relationships, Customer Service, Employee Wellness..., Talent Acquisition, Leadership, Client Services, Program Management, Strategic Planning, Strategy
Education
Columbia University in the City of New York 1996 — 1998
MPH, Health Policy and Management
Cornell University 1991 — 1995
BS, Human Development & Family Studies
Metavante September 2007 - December 2009
Fiserv November 2006 - August 2007
Mutual of America February 2002 - October 2006
K2 Digital March 2000 - January 2002
Skills
Employee Benefits, PeopleSoft, Budgets, Recruiting, Benefits Administration, Onboarding, Microsoft Office, HRIS, Human Resources, Employee Relations, Deferred Compensation, Corporate Benefits, Performance Management, Client Service Oriented, 401k, Vendor Management, Vendor Relationships, Customer Service, Employee Wellness..., Talent Acquisition, Leadership, Client Services, Program Management, Strategic Planning, Strategy
Education
Columbia University in the City of New York 1996 — 1998
MPH, Health Policy and Management
Cornell University 1991 — 1995
BS, Human Development & Family Studies
Anne M O'Brien's Mutual of America Experience January 1990 - May 1997
Job External Affairs Manager at The GroundTruth Project
Industry Writing and Editing
Experience
The GroundTruth Project January 2015 - Present
Martin Middlebrook Photography Workshops USA September 2013 - Present
Woods Hole Film Festival January 2005 - Present
Integrated Statistics at NOAA Northeast Fisheries Science Center November 2010 - January 2015
Fidelity Investments July 2006 - November 2010
Partners Healthcare/The Jimmy Fund March 2005 - June 2006
Workscape July 2000 - November 2004
The Learning Company August 1998 - June 2000
Putnam Investments May 1997 - August 1998
Mutual of America January 1990 - May 1997
Skills
Fundraising, Facebook, Editing, Event Planning, Event Management, Team Leadership, Customer Service, Public Relations, Human Resources, Project Management, Employee Benefits, Marketing Communications, Leadership, Community Outreach, Management, Nonprofits, Social Media, Program Management, Policy
Education
Boston College
BA, Political Science, English
Boston College
The GroundTruth Project January 2015 - Present
Martin Middlebrook Photography Workshops USA September 2013 - Present
Woods Hole Film Festival January 2005 - Present
Integrated Statistics at NOAA Northeast Fisheries Science Center November 2010 - January 2015
Fidelity Investments July 2006 - November 2010
Partners Healthcare/The Jimmy Fund March 2005 - June 2006
Workscape July 2000 - November 2004
The Learning Company August 1998 - June 2000
Putnam Investments May 1997 - August 1998
Mutual of America January 1990 - May 1997
Skills
Fundraising, Facebook, Editing, Event Planning, Event Management, Team Leadership, Customer Service, Public Relations, Human Resources, Project Management, Employee Benefits, Marketing Communications, Leadership, Community Outreach, Management, Nonprofits, Social Media, Program Management, Policy
Education
Boston College
BA, Political Science, English
Boston College
Victor Fried's Mutual of America Experience 1986 - Present
Job Vice President at Mutual of America
Industry Insurance
Experience
Mutual of America 1986 - Present
Skills
Marketing Strategy, Marketing, Retirement Planning, Series 7, Fixed Annuities, Start-ups, Customer Service, Series 63, Management, Portfolio Management, Mutual Funds, Project Management, Wealth Management, Insurance, Entrepreneurship, Business Planning, Asset Allocation, Negotiation, Product Development, 401k, Leadership, Retirement, Strategic Planning, Investments, Team Building
Education
City University of New York-Brooklyn College 1969 — 1973
Mutual of America 1986 - Present
Skills
Marketing Strategy, Marketing, Retirement Planning, Series 7, Fixed Annuities, Start-ups, Customer Service, Series 63, Management, Portfolio Management, Mutual Funds, Project Management, Wealth Management, Insurance, Entrepreneurship, Business Planning, Asset Allocation, Negotiation, Product Development, 401k, Leadership, Retirement, Strategic Planning, Investments, Team Building
Education
City University of New York-Brooklyn College 1969 — 1973
Kim Etcheson's Mutual of America Experience 1988 - 1996
Job SQL Developer at Blue Cross and Blue Shield
Industry Information Technology and Services
Experience
BCBSSC September 2008 - Present
DP Professionals January 2008 - September 2008
NetBank 2004 - 2007
NetBank 1997 - 2004
F.I.R.S.T. 1996 - 1997
Mutual of America 1988 - 1996
Hayes Microcomputer Products August 1985 - July 1987
Education
Auburn University 1979 — 1984
BCPE, Computer Engineering
BCBSSC September 2008 - Present
DP Professionals January 2008 - September 2008
NetBank 2004 - 2007
NetBank 1997 - 2004
F.I.R.S.T. 1996 - 1997
Mutual of America 1988 - 1996
Hayes Microcomputer Products August 1985 - July 1987
Education
Auburn University 1979 — 1984
BCPE, Computer Engineering
Christopher Athanasakos's Mutual of America Experience
Job Manager, Mutual Fund Pricing at Mutual of America
Industry Financial Services
Experience
Mutual of America
Education
Baruch College, City University of New York (CUNY) 1995 — 2000
Mutual of America
Education
Baruch College, City University of New York (CUNY) 1995 — 2000
Raj Khairam's Mutual of America Experience June 2013 - Present
Job Assistant Manager at Mutual of America
Industry Insurance
Experience
Mutual of America June 2013 - Present
Mutual of America August 2009 - June 2013
Mutual of America July 2007 - August 2009
Lawline.com January 2007 - January 2007
TrueNYC.com July 2006 - August 2006
New York Hall of Science July 1999 - August 2005
Skills
Account Reconciliation, Microsoft Office, Client Relations Skills, Loans, Accounting, Data Entry, Office Administration, Administrative Work, Office Management, Great Organizer, Prioritize Workload
Education
State University of New York at Binghamton 2003 — 2007
Bachelor of Science (BS), Economics
Mutual of America June 2013 - Present
Mutual of America August 2009 - June 2013
Mutual of America July 2007 - August 2009
Lawline.com January 2007 - January 2007
TrueNYC.com July 2006 - August 2006
New York Hall of Science July 1999 - August 2005
Skills
Account Reconciliation, Microsoft Office, Client Relations Skills, Loans, Accounting, Data Entry, Office Administration, Administrative Work, Office Management, Great Organizer, Prioritize Workload
Education
State University of New York at Binghamton 2003 — 2007
Bachelor of Science (BS), Economics
Valerie Oliveri's Mutual of America Experience 2004 - 2007
Job Associate Analyst at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service October 2008 - Present
Moodys Investor Services March 2007 - October 2008
Mutual of America 2004 - 2007
Skills
Financial Modeling, Capital Markets, Financial Analysis, Fixed Income, Finance, Corporate Finance, Portfolio Management, Risk Management, Valuation, Accounting
Education
City University of New York-Brooklyn College 1999 — 2003
Bachelors of Science, Business, Management and Finance
New Utrecht High School 1995 — 1999
Moody's Investors Service October 2008 - Present
Moodys Investor Services March 2007 - October 2008
Mutual of America 2004 - 2007
Skills
Financial Modeling, Capital Markets, Financial Analysis, Fixed Income, Finance, Corporate Finance, Portfolio Management, Risk Management, Valuation, Accounting
Education
City University of New York-Brooklyn College 1999 — 2003
Bachelors of Science, Business, Management and Finance
New Utrecht High School 1995 — 1999
Hope Rita Chan's Mutual of America Experience 1996 - 2000
Job Multilingual Digital Advertising Professional
Industry Internet
Experience
ionBurst Media Services October 2007 - Present
L'Oreal 2002 - 2007
Adecco Group 2001 - 2002
Agenda 2000 - 2001
Mutual of America 1996 - 2000
Skills
Marketing Strategy, Marketing, Digital Marketing, Online Marketing, Strategy, Online Advertising, Public Relations, Strategic Planning, Social Media, Marketing Communications
Education
Binghamton University
Mathematics
ionBurst Media Services October 2007 - Present
L'Oreal 2002 - 2007
Adecco Group 2001 - 2002
Agenda 2000 - 2001
Mutual of America 1996 - 2000
Skills
Marketing Strategy, Marketing, Digital Marketing, Online Marketing, Strategy, Online Advertising, Public Relations, Strategic Planning, Social Media, Marketing Communications
Education
Binghamton University
Mathematics
Anne Stanard SPHR's Mutual of America Experience September 1988 - July 2012
Job Sr Career Consultant at Mullin International
Industry Human Resources
Experience
Mullin International May 2013 - Present
LTD Consulting 2013 - Present
Mutual of America September 1988 - July 2012
Skills
Recruiting, Human Resources, Employee Relations, Management Consulting, Employee Benefits, Succession Planning, Onboarding, Deferred Compensation, Team Leadership, Performance Management, Talent Acquisition, Employee Engagement, Organizational..., Employee Training, Workforce Planning, Coaching, Public Relations, Interviews
Education
Central Michigan University 1975 — 1979
Mullin International May 2013 - Present
LTD Consulting 2013 - Present
Mutual of America September 1988 - July 2012
Skills
Recruiting, Human Resources, Employee Relations, Management Consulting, Employee Benefits, Succession Planning, Onboarding, Deferred Compensation, Team Leadership, Performance Management, Talent Acquisition, Employee Engagement, Organizational..., Employee Training, Workforce Planning, Coaching, Public Relations, Interviews
Education
Central Michigan University 1975 — 1979
Erin O'Grady's Mutual of America Experience May 2006 - August 2006
Job Media Relations at New York Jets
Industry Public Relations and Communications
Experience
New York Jets 2009 - Present
Arena Football League June 2008 - December 2008
S.I. Newhouse School of Public Communications Graduate Records Office August 2007 - May 2008
Mutual of America May 2006 - August 2006
Modus Publicity September 2005 - December 2005
Skills
Press Releases, Facebook, Sports Marketing, Media Relations, Cision
Education
Syracuse University - S.I. Newhouse School of Public Communications 2007 — 2008
MS, Public Relations
Boston College 2003 — 2007
BA, Communications
New York Jets 2009 - Present
Arena Football League June 2008 - December 2008
S.I. Newhouse School of Public Communications Graduate Records Office August 2007 - May 2008
Mutual of America May 2006 - August 2006
Modus Publicity September 2005 - December 2005
Skills
Press Releases, Facebook, Sports Marketing, Media Relations, Cision
Education
Syracuse University - S.I. Newhouse School of Public Communications 2007 — 2008
MS, Public Relations
Boston College 2003 — 2007
BA, Communications
Elvis Polanco, MS, CPP's Mutual of America Experience 1995 - March 2011
Job President at Radiant Training & Consulting, LLC
Industry Professional Training & Coaching
Experience
Radiant Training & Consulting, LLC 2008 - Present
Mutual of America 1995 - March 2011
Skills
Corporate Security, Risk Management, Physical Security, Executive Protection, Private Investigations, Fire Alarm, Security Management, Fire Safety, Risk Assessment, Protection, Fire Management, Supervisory Skills, Firearms, Personal Protection, Access Control, Public Safety, Disaster Response, Crisis Management, Internal Investigations, Emergency Management, CCTV, Alarm Systems, Training, Interrogation, Security, Asset Protection, Surveillance, Investigation, Criminal Investigations, Loss Prevention, Security Training, Background Checks, Security Operations, Security Audits, Homeland Security, Enforcement, First Aid, Workplace Violence, Police, Counterterrorism, Criminal Justice, Personal Security, Fraud, Emergency Services, Evidence, Tactics, Business Continuity
Education
City University of New York-John Jay College of Criminal Justice 2006 — 2009
MS, Fire Protection Management
Baruch College, City University of New York (CUNY)
BA
Radiant Training & Consulting, LLC 2008 - Present
Mutual of America 1995 - March 2011
Skills
Corporate Security, Risk Management, Physical Security, Executive Protection, Private Investigations, Fire Alarm, Security Management, Fire Safety, Risk Assessment, Protection, Fire Management, Supervisory Skills, Firearms, Personal Protection, Access Control, Public Safety, Disaster Response, Crisis Management, Internal Investigations, Emergency Management, CCTV, Alarm Systems, Training, Interrogation, Security, Asset Protection, Surveillance, Investigation, Criminal Investigations, Loss Prevention, Security Training, Background Checks, Security Operations, Security Audits, Homeland Security, Enforcement, First Aid, Workplace Violence, Police, Counterterrorism, Criminal Justice, Personal Security, Fraud, Emergency Services, Evidence, Tactics, Business Continuity
Education
City University of New York-John Jay College of Criminal Justice 2006 — 2009
MS, Fire Protection Management
Baruch College, City University of New York (CUNY)
BA
Kamini Raman's Mutual of America Experience September 2006 - Present
Job Human Resources and Corporate Services Professional
Industry Human Resources
Experience
Mutual of America September 2006 - Present
Bank of New York Mellon August 2003 - September 2006
Bodner, Inc September 2002 - August 2003
Education
Baruch College, City University of New York (CUNY) 2001 — 2006
Mutual of America September 2006 - Present
Bank of New York Mellon August 2003 - September 2006
Bodner, Inc September 2002 - August 2003
Education
Baruch College, City University of New York (CUNY) 2001 — 2006
Annette Barbasch's Mutual of America Experience June 1999 - Present
Job VP Strategic Marketing at Mutual of America
Industry Writing and Editing
Experience
Mutual of America June 1999 - Present
City University of New York (CUNY 1986 - 1999
Skills
Marketing Strategy, Teaching, Editing, Social Media, Strategy, Copywriting, Fundraising, Social Media Marketing, Nonprofits, Public Speaking, Public Relations
Education
City University of New York 1987 — 1990
MA, Writing Program
Carleton College 1972 — 1977
BA, History
Mutual of America June 1999 - Present
City University of New York (CUNY 1986 - 1999
Skills
Marketing Strategy, Teaching, Editing, Social Media, Strategy, Copywriting, Fundraising, Social Media Marketing, Nonprofits, Public Speaking, Public Relations
Education
City University of New York 1987 — 1990
MA, Writing Program
Carleton College 1972 — 1977
BA, History
Babette Orenstein's Mutual of America Experience June 1994 - August 1995
Job Senior Attorney at Con Edison
Industry Legal Services
Experience
Con Edison March 2009 - Present
JPMorgan Chase 1997 - 2008
Mutual of America June 1994 - August 1995
Milberg Weiss June 1990 - February 1994
Skills
Litigation, Litigation Support, Records Management, Data Privacy, Commercial Litigation, Arbitration, Privacy Law, Corporate Law, Civil Litigation, Legal Research, Dispute Resolution, Corporate Governance, Intellectual Property, Mediation, Litigation Management, Legal Writing, Employment Law
Education
Brooklyn Law School 1989 — 1992
J.D., Law
Brown University 1979 — 1983
A.B., English & American Literature
Con Edison March 2009 - Present
JPMorgan Chase 1997 - 2008
Mutual of America June 1994 - August 1995
Milberg Weiss June 1990 - February 1994
Skills
Litigation, Litigation Support, Records Management, Data Privacy, Commercial Litigation, Arbitration, Privacy Law, Corporate Law, Civil Litigation, Legal Research, Dispute Resolution, Corporate Governance, Intellectual Property, Mediation, Litigation Management, Legal Writing, Employment Law
Education
Brooklyn Law School 1989 — 1992
J.D., Law
Brown University 1979 — 1983
A.B., English & American Literature
Anne Stanard's Mutual of America Experience Human Resources ManagerBell South Mobility1996 - 1998
Job SVP Human Resources at Mutual Of America
Industry Financial Services
Experience
Mutual Of America Human Resources ManagerBell South Mobility1996 - 1998
Foremost Insurance Company 1980 - 1987
Education
Central Michigan University
BS in BA, Business Administration
Mutual Of America Human Resources ManagerBell South Mobility1996 - 1998
Foremost Insurance Company 1980 - 1987
Education
Central Michigan University
BS in BA, Business Administration
Ivan Gregory's Mutual of America Experience March 2015 - Present
Job Vice President at Mutual of America
Industry Financial Services
Experience
Mutual of America March 2015 - Present
Mutual of America January 2013 - Present
Mutual of America February 2008 - January 2013
Ameriprise Financial 2005 - 2008
Skills
Retirement Planning, Retirement, Series 63, Investments, Series 7, 401k, Small Business, Fixed Annuities, 401k Rollovers, Mutual Funds, IRAs, Asset Allocation, Series 6, Employee Benefits, Finance, Insurance
Education
College for Financial Planning 2006 — 2010
Chartered Retirement Plans Specialist, Chartered Retirement Plan Counselor
Western Kentucky University 2001 — 2005
Financial Management, Finance
University of Mississippi 2000 — 2002
Pre-Pharmacy Studies
Springfield High School 1996 — 2000
Mutual of America March 2015 - Present
Mutual of America January 2013 - Present
Mutual of America February 2008 - January 2013
Ameriprise Financial 2005 - 2008
Skills
Retirement Planning, Retirement, Series 63, Investments, Series 7, 401k, Small Business, Fixed Annuities, 401k Rollovers, Mutual Funds, IRAs, Asset Allocation, Series 6, Employee Benefits, Finance, Insurance
Education
College for Financial Planning 2006 — 2010
Chartered Retirement Plans Specialist, Chartered Retirement Plan Counselor
Western Kentucky University 2001 — 2005
Financial Management, Finance
University of Mississippi 2000 — 2002
Pre-Pharmacy Studies
Springfield High School 1996 — 2000
William Gallagher, CRPS's Mutual of America Experience Manager and Registered RepresentativeHL Financial ResourcesJune 1986 - June 1990
Job Field Vice President at Mutual of America
Industry Financial Services
Experience
Mutual of America Manager and Registered RepresentativeHL Financial ResourcesJune 1986 - June 1990
North Allegheny School District January 1978 - June 1986
Education
College for Financial Planning 2007 — 2008
CRPS, Financial
Clarion University of Pennsylvania 1973 — 1977
BS, Education
Mutual of America Manager and Registered RepresentativeHL Financial ResourcesJune 1986 - June 1990
North Allegheny School District January 1978 - June 1986
Education
College for Financial Planning 2007 — 2008
CRPS, Financial
Clarion University of Pennsylvania 1973 — 1977
BS, Education
Kerstin Ramstrom's Mutual of America Experience August 2014 - Present
Job Senior Equity Research Analyst at Mutual of America
Industry Financial Services
Experience
Mutual of America August 2014 - Present
Northern Trust November 2011 - July 2014
K&L Ventures Ltd. April 2009 - March 2011
State Street Global Advisors June 2006 - December 2008
Bear Stearns September 2001 - June 2006
Fidelity Investments June 1994 - August 2000
Fidelity Investments Institutional Services (FIIS) 1994 - 1999
Fidelity Investments Institutional Services, Co, Inc. 1994 - 1999
Education
Cornell University - Johnson Graduate School of Management 1999 — 2001
MBA, Finance
Skidmore College 1987 — 1991
BA, Physics and Math
St. Mark's School
Mutual of America August 2014 - Present
Northern Trust November 2011 - July 2014
K&L Ventures Ltd. April 2009 - March 2011
State Street Global Advisors June 2006 - December 2008
Bear Stearns September 2001 - June 2006
Fidelity Investments June 1994 - August 2000
Fidelity Investments Institutional Services (FIIS) 1994 - 1999
Fidelity Investments Institutional Services, Co, Inc. 1994 - 1999
Education
Cornell University - Johnson Graduate School of Management 1999 — 2001
MBA, Finance
Skidmore College 1987 — 1991
BA, Physics and Math
St. Mark's School
Elizabeth Bello's Mutual of America Experience March 1987 - March 1993
Job Director, Corporate Compensation & Retirement Plans
Industry Human Resources
Experience
Scholastic March 2009 - Present
Scholastic February 2007 - March 2009
Retirement System Group Inc. April 1996 - February 2007
Mutual of America March 1987 - March 1993
Skills
ERISA, Employee Benefits, Deferred Compensation, Microsoft Excel, Human Resources, PeopleSoft, Benefits Administration, Incentive Programs, Restricted Stock, Employee Stock Options, FLSA, Qualified Retirement..., 401k, Pensions, Retirement Planning, Defined Benefit, Retirement, Vendor Management, Executive Pay, Actuarial Science, Financial Services
Education
Hofstra University 1979 — 1981
B.A., History, Political Science
Adelphi University
Certificate Paralegal Studies, ERISA, Employee Benefits
Scholastic March 2009 - Present
Scholastic February 2007 - March 2009
Retirement System Group Inc. April 1996 - February 2007
Mutual of America March 1987 - March 1993
Skills
ERISA, Employee Benefits, Deferred Compensation, Microsoft Excel, Human Resources, PeopleSoft, Benefits Administration, Incentive Programs, Restricted Stock, Employee Stock Options, FLSA, Qualified Retirement..., 401k, Pensions, Retirement Planning, Defined Benefit, Retirement, Vendor Management, Executive Pay, Actuarial Science, Financial Services
Education
Hofstra University 1979 — 1981
B.A., History, Political Science
Adelphi University
Certificate Paralegal Studies, ERISA, Employee Benefits
Stephen Ward, CFA's Mutual of America Experience February 2014 - Present
Job Group Account Representative at Mutual of America
Industry Financial Services
Experience
Mutual of America February 2014 - Present
Lenox Advisors February 2013 - January 2014
Northwestern Mutual January 2012 - January 2013
AXA March 2010 - December 2011
Churchill Capital U.S.A. November 2007 - June 2009
Mutual of America June 2000 - November 2007
Education
Bucknell University 1996 — 2000
BA, Management
wilton high school
Mutual of America February 2014 - Present
Lenox Advisors February 2013 - January 2014
Northwestern Mutual January 2012 - January 2013
AXA March 2010 - December 2011
Churchill Capital U.S.A. November 2007 - June 2009
Mutual of America June 2000 - November 2007
Education
Bucknell University 1996 — 2000
BA, Management
wilton high school
Ted Massim's Mutual of America Experience April 1981 - Present
Job Sr. Business Analyst with Mutual of America
Industry Information Technology and Services
Experience
Mutual of America April 1981 - Present
Skills
CICS, COBOL, DB2, IDMS, Access, SQL Server, Microsoft Office, Mainframe, JCL, VSAM, TSO, SQL, Easytrieve, DB2/SQL, ISPF, Insurance, Requirements Analysis, Business Analysis, Programming, 401k
Education
LOMA 1989 — 1994
FLMI
City University of New York City College 1976 — 1977
Diploma
University of Bucharest 1972 — 1973
Post-Graduate Diploma
University of Bucharest 1962 — 1967
MA
Mutual of America April 1981 - Present
Skills
CICS, COBOL, DB2, IDMS, Access, SQL Server, Microsoft Office, Mainframe, JCL, VSAM, TSO, SQL, Easytrieve, DB2/SQL, ISPF, Insurance, Requirements Analysis, Business Analysis, Programming, 401k
Education
LOMA 1989 — 1994
FLMI
City University of New York City College 1976 — 1977
Diploma
University of Bucharest 1972 — 1973
Post-Graduate Diploma
University of Bucharest 1962 — 1967
MA
Michael Yucius's Mutual of America Experience October 1993 - November 2000
Job Financial Services Professional
Industry Financial Services
Experience
BlackRock November 2000 - December 2008
Mutual of America October 1993 - November 2000
Equitable Capital Management Co. January 1987 - November 1992
State Street Bank 1984 - 1987
Skills
Fixed Income, Asset Management, Insurance, Mutual Funds, Equities, Investments, Securities, Financial Services, VBA
Education
Babson College 1979 — 1983
BS, Finance & Investments
BlackRock November 2000 - December 2008
Mutual of America October 1993 - November 2000
Equitable Capital Management Co. January 1987 - November 1992
State Street Bank 1984 - 1987
Skills
Fixed Income, Asset Management, Insurance, Mutual Funds, Equities, Investments, Securities, Financial Services, VBA
Education
Babson College 1979 — 1983
BS, Finance & Investments
Check Young's Mutual of America Experience 1980 - 1983
Job Senior Member of Technical Staff at Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless March 2004 - Present
Witco Corporation 1983 - 1993
Mutual of America 1980 - 1983
Equitable Life 1979 - 1980
Skills
IP, LTE, CDMA, Vendor Management, Mobile Devices, Cloud Computing, VoIP, WiMAX, SOA, Wireless, Unix, Business Analysis, Telecommunications, SDLC, MPLS, Solaris, Web Services, Weblogic, Integration, SIP, Data Center, Ethernet, TCP/IP, Enterprise Architecture, Networking, Unified Communications, Broadband, Network Design, Oracle, Java Enterprise Edition, Troubleshooting, Computer Network..., Cisco Technologies, Managed Services, System Deployment, Fiber Optics, Requirements Analysis, Process Improvement
Education
Baruch College, City University of New York (CUNY)
College
Verizon Wireless March 2004 - Present
Witco Corporation 1983 - 1993
Mutual of America 1980 - 1983
Equitable Life 1979 - 1980
Skills
IP, LTE, CDMA, Vendor Management, Mobile Devices, Cloud Computing, VoIP, WiMAX, SOA, Wireless, Unix, Business Analysis, Telecommunications, SDLC, MPLS, Solaris, Web Services, Weblogic, Integration, SIP, Data Center, Ethernet, TCP/IP, Enterprise Architecture, Networking, Unified Communications, Broadband, Network Design, Oracle, Java Enterprise Edition, Troubleshooting, Computer Network..., Cisco Technologies, Managed Services, System Deployment, Fiber Optics, Requirements Analysis, Process Improvement
Education
Baruch College, City University of New York (CUNY)
College
Walter D'Souza's Mutual of America Experience May 2006 - Present
Job Participant Account Executive at Mutual of America
Industry Financial Services
Experience
Mutual of America May 2006 - Present
VALIC April 2003 - May 2006
Farmers Insurance 1998 - 2002
Skills
Qualified Retirement..., Investments, Strategic Planning, Strategic Financial..., Customer Service, Microsoft Word, Sales, Wealth Management, Microsoft Excel, Underwriting, Employee Benefits, Life Insurance, Fixed Annuities, Health Insurance, Forecasting, Insurance, Employee Training, Variable Annuities
Education
College for Financial Planning 2008 — 2009
Chartered Retirement Plan Specialist (CRPS)
Life Office Management Association 1994 — 1997
Fellow, Life Manaement Institute (FLMI)
George Mason University
Bachelor’s Degree, Business Administration and Management, General
Mutual of America May 2006 - Present
VALIC April 2003 - May 2006
Farmers Insurance 1998 - 2002
Skills
Qualified Retirement..., Investments, Strategic Planning, Strategic Financial..., Customer Service, Microsoft Word, Sales, Wealth Management, Microsoft Excel, Underwriting, Employee Benefits, Life Insurance, Fixed Annuities, Health Insurance, Forecasting, Insurance, Employee Training, Variable Annuities
Education
College for Financial Planning 2008 — 2009
Chartered Retirement Plan Specialist (CRPS)
Life Office Management Association 1994 — 1997
Fellow, Life Manaement Institute (FLMI)
George Mason University
Bachelor’s Degree, Business Administration and Management, General
Paul Darata CFP, ChFC's Mutual of America Experience 2009 - 2013
Job Retirement Planning Consultant at Transamerica Financial Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions Corporation 2014 - Present
Mutual of America 2009 - 2013
AXA Equitable June 2000 - 2009
Copeland Companies/Citistreet 1996 - 2000
Skills
Retirement Planning, Investments, 401k, Mutual Funds, Retirement, FINRA, Securities, Pensions, Series 6, Investment Strategies, ERISA, IRAs
Education
St. Peter's College
Bachelors, Economics
College for Financial Planning
CFP
The American College
ChFC
Transamerica Retirement Solutions Corporation 2014 - Present
Mutual of America 2009 - 2013
AXA Equitable June 2000 - 2009
Copeland Companies/Citistreet 1996 - 2000
Skills
Retirement Planning, Investments, 401k, Mutual Funds, Retirement, FINRA, Securities, Pensions, Series 6, Investment Strategies, ERISA, IRAs
Education
St. Peter's College
Bachelors, Economics
College for Financial Planning
CFP
The American College
ChFC
Amy Latkin's Mutual of America Experience May 2009 - Present
Job Vice President and Assistant General Counsel at Mutual of America
Industry Law Practice
Experience
Mutual of America May 2009 - Present
K&L Gates LLP September 2006 - April 2009
NERA Economic Consulting, Marsh & McLennan Companies January 2000 - August 2003
Skills
Securities, Securities Regulation
Education
Fordham University School of Law 2003 — 2006
JD
Barnard College 1996 — 2000
BA, Economics
Mutual of America May 2009 - Present
K&L Gates LLP September 2006 - April 2009
NERA Economic Consulting, Marsh & McLennan Companies January 2000 - August 2003
Skills
Securities, Securities Regulation
Education
Fordham University School of Law 2003 — 2006
JD
Barnard College 1996 — 2000
BA, Economics
Gerry Armbruster's Mutual of America Experience May 1999 - August 2007
Job Senior Director, Benefits at LifePoint Hospitals
Industry Human Resources
Experience
LifePoint Hospitals April 2013 - Present
Camp Marymount January 2008 - Present
The Little Clinic August 2007 - April 2013
Mutual of America May 1999 - August 2007
Nashville Area Jr. Chamber of Commerce 1995 - 2005
Skills
Employee Benefits, 401k, ERISA, 403 b, Defined Benefit, Healthcare, COBRA, Employee Relations, Marketing, Benefits Administration, Human Resources, Insurance, Strategic Planning, Budgets, Deferred Compensation, Process Improvement, Team Building, Leadership, Management
Education
Belmont Abbey College 1984 — 1988
Bachelor, Accounting
Fr. Ryan High School 1980 — 1984
LifePoint Hospitals April 2013 - Present
Camp Marymount January 2008 - Present
The Little Clinic August 2007 - April 2013
Mutual of America May 1999 - August 2007
Nashville Area Jr. Chamber of Commerce 1995 - 2005
Skills
Employee Benefits, 401k, ERISA, 403 b, Defined Benefit, Healthcare, COBRA, Employee Relations, Marketing, Benefits Administration, Human Resources, Insurance, Strategic Planning, Budgets, Deferred Compensation, Process Improvement, Team Building, Leadership, Management
Education
Belmont Abbey College 1984 — 1988
Bachelor, Accounting
Fr. Ryan High School 1980 — 1984
Ron Felder's Mutual of America Experience August 1993 - Present
Job Sr. Telecom Admin at Mutual of America
Industry Consumer Goods
Experience
Tahitian Noni International September 2004 - Present
Mutual of America August 1993 - Present
ACN 1996 - 2001
First Data Merchant Services June 1991 - August 1993
Skills
Customer Service, Process Improvement, Management, Project Management, Visio, Microsoft Excel, Microsoft Office, Troubleshooting, PowerPoint, Team Building, Strategic Planning, Wellness, Disaster Recovery, Business Analysis, Access, Training, Leadership, Team Leadership, System Administration, Budgets
Education
Clark Atlanta University 1980 — 1984
Bachelor, accounting
dillard 1976 — 1980
Tahitian Noni International September 2004 - Present
Mutual of America August 1993 - Present
ACN 1996 - 2001
First Data Merchant Services June 1991 - August 1993
Skills
Customer Service, Process Improvement, Management, Project Management, Visio, Microsoft Excel, Microsoft Office, Troubleshooting, PowerPoint, Team Building, Strategic Planning, Wellness, Disaster Recovery, Business Analysis, Access, Training, Leadership, Team Leadership, System Administration, Budgets
Education
Clark Atlanta University 1980 — 1984
Bachelor, accounting
dillard 1976 — 1980
Lynn Aresco's Mutual of America Experience July 1990 - February 2005
Job Insurance Professional
Industry Insurance
Experience
Premier Kids Care March 2006 - April 2007
Various Organizations March 2005 - February 2006
Mutual of America July 1990 - February 2005
Wall Street Clearing Company September 1985 - January 1990
Merrill Lynch September 1983 - September 1985
Education
Adelphi University 1981 — 1983
Bachelors of Business Administration, Business Management
Nassau Community College 1981 — 1983
Associates Degree, Fashion Merchandise & Purchase
Premier Kids Care March 2006 - April 2007
Various Organizations March 2005 - February 2006
Mutual of America July 1990 - February 2005
Wall Street Clearing Company September 1985 - January 1990
Merrill Lynch September 1983 - September 1985
Education
Adelphi University 1981 — 1983
Bachelors of Business Administration, Business Management
Nassau Community College 1981 — 1983
Associates Degree, Fashion Merchandise & Purchase
Kurt Schenk, CEBS, CRPS's Mutual of America Experience September 1993 - Present
Job Mutual of America Group Retirement Plans
Industry Financial Services
Experience
Mutual of America September 1993 - Present
Boatmen's Nattional Bank March 1992 - September 1993
St. Louis, MO & Springfield, MO August 1989 - March 1992
Skills
Employee Benefits, Securities, Defined Contribution, Asset Managment, Profit Sharing, Investment Strategies, Public Speaking, Qualified Retirement..., Wealth Management, Relationship Management, Territory Management, Qualifying Prospects, Sales, Benefits Administration, Portfolio Management, Account Management, Series 7, Investment Advisory, CRM, Asset Management, Fixed Income, Sales Force Development
Education
Arkansas State University
Bachelor of Science, Business Marketing
Mutual of America September 1993 - Present
Boatmen's Nattional Bank March 1992 - September 1993
St. Louis, MO & Springfield, MO August 1989 - March 1992
Skills
Employee Benefits, Securities, Defined Contribution, Asset Managment, Profit Sharing, Investment Strategies, Public Speaking, Qualified Retirement..., Wealth Management, Relationship Management, Territory Management, Qualifying Prospects, Sales, Benefits Administration, Portfolio Management, Account Management, Series 7, Investment Advisory, CRM, Asset Management, Fixed Income, Sales Force Development
Education
Arkansas State University
Bachelor of Science, Business Marketing
Shane Estes, MBA CRPS's Mutual of America Experience October 2007 - Present
Job Consultant at Mutual of America
Industry Investment Management
Experience
Mutual of America October 2007 - Present
J.P. Morgan August 2006 - October 2007
JP Morgan Chase August 2004 - August 2006
Waddell & Reed May 2002 - August 2004
Skills
Retirement Planning, Retirement, Business Analysis, Financial Modeling, Pensions, Direct Sales
Education
Regis University 2005 — 2008
Master of Business Administration (MBA), Finance and Accounting
Angelo State University 1998 — 2002
Bachelor of Business Administration (BBA), Finance
San Angelo
Mutual of America October 2007 - Present
J.P. Morgan August 2006 - October 2007
JP Morgan Chase August 2004 - August 2006
Waddell & Reed May 2002 - August 2004
Skills
Retirement Planning, Retirement, Business Analysis, Financial Modeling, Pensions, Direct Sales
Education
Regis University 2005 — 2008
Master of Business Administration (MBA), Finance and Accounting
Angelo State University 1998 — 2002
Bachelor of Business Administration (BBA), Finance
San Angelo
Robin Kelsey Maguire's Mutual of America Experience August 1999 - October 2004
Job at
Industry Education Management
Experience
Franklin Community School Corporation November 2007 - Present
ICC, Inc. March 2006 - October 2007
Robert Half International October 2004 - July 2006
Mutual of America August 1999 - October 2004
Skills
Employee Benefits, Gifted Education, Gifted Children, Elementary Education, Early Childhood Literacy, RTI, Title I, Tutoring, Academic Tutoring, Human Resources, Management, Budgets, Procurement, Accounting, Administration, Employment Law, Investments, Customer Satisfaction, Temporary Placement, Construction
Education
University of Notre Dame - Mendoza College of Business 2014 — 2015
Executive Certificate in Transformational Nonprofit Leadership, Nonprofit Management and Leadership, Graduate
Ball State University 2012 — 2015
Master's Degree, Educational Psychology, Emphasis in Gifted and Talented Education
Indiana University-Purdue University at Indianapolis 2008 — 2008
Elementary Education - Graduate Courses
Arizona State University 1996 — 1998
Bachelor of Arts in Education, (B.A.E.) Summa Cum Laude, Minored in Science and Humanities
Saint Mary's College 1990 — 1991
Franklin Community School Corporation November 2007 - Present
ICC, Inc. March 2006 - October 2007
Robert Half International October 2004 - July 2006
Mutual of America August 1999 - October 2004
Skills
Employee Benefits, Gifted Education, Gifted Children, Elementary Education, Early Childhood Literacy, RTI, Title I, Tutoring, Academic Tutoring, Human Resources, Management, Budgets, Procurement, Accounting, Administration, Employment Law, Investments, Customer Satisfaction, Temporary Placement, Construction
Education
University of Notre Dame - Mendoza College of Business 2014 — 2015
Executive Certificate in Transformational Nonprofit Leadership, Nonprofit Management and Leadership, Graduate
Ball State University 2012 — 2015
Master's Degree, Educational Psychology, Emphasis in Gifted and Talented Education
Indiana University-Purdue University at Indianapolis 2008 — 2008
Elementary Education - Graduate Courses
Arizona State University 1996 — 1998
Bachelor of Arts in Education, (B.A.E.) Summa Cum Laude, Minored in Science and Humanities
Saint Mary's College 1990 — 1991
Hilary Almeida's Mutual of America Experience January 2006 - January 2009
Job Sales Support Associate with Crump
Industry Insurance
Experience
Crump February 2014 - Present
Combined Insurance December 2012 - Present
Employee Family Protection December 2009 - January 2012
Mutual of America January 2006 - January 2009
Prudential Financial January 2005 - February 2006
ING January 2000 - January 2005
Skills
Series 6, 401k, Retirement, IRAs, Investments, Asset Allocation, Fixed Annuities, Pensions, Strategic Financial..., Insurance, Life Insurance, Customer Service, Sales, Sales Management
Education
Central Connecticut State University 1992 — 1997
Bachelor of Fine Arts (BFA), Theatre/Theatre Arts Management
Central Connecticut State University 1992 — 1997
BA, Theater Arts and Management
Crump February 2014 - Present
Combined Insurance December 2012 - Present
Employee Family Protection December 2009 - January 2012
Mutual of America January 2006 - January 2009
Prudential Financial January 2005 - February 2006
ING January 2000 - January 2005
Skills
Series 6, 401k, Retirement, IRAs, Investments, Asset Allocation, Fixed Annuities, Pensions, Strategic Financial..., Insurance, Life Insurance, Customer Service, Sales, Sales Management
Education
Central Connecticut State University 1992 — 1997
Bachelor of Fine Arts (BFA), Theatre/Theatre Arts Management
Central Connecticut State University 1992 — 1997
BA, Theater Arts and Management
Reagan Patino's Mutual of America Experience September 1999 - March 2007
Job Freelance Court Reporter
Industry Legal Services
Experience
Self- Employed May 2008 - Present
Veritext 2008 - Present
Mutual of America September 1999 - March 2007
Education
StenoTech Career Institute-Fairfield 2007 — 2009
Diploma, Court Reporting
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
BA, Psychology
Self- Employed May 2008 - Present
Veritext 2008 - Present
Mutual of America September 1999 - March 2007
Education
StenoTech Career Institute-Fairfield 2007 — 2009
Diploma, Court Reporting
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
BA, Psychology
Randy Ficken's Mutual of America Experience April 2013 - Present
Job Database Administration Specialist at Mutual of America
Industry Financial Services
Experience
Mutual of America April 2013 - Present
Liberty Mutual Insurance April 2011 - April 2013
Nevada System of Higher Education August 2002 - April 2011
CSX Technology August 1998 - July 2002
IBM May 1995 - July 1998
Skills
Oracle, Databases, Microsoft SQL Server, Visio, SQL, PL/SQL, Systems Analysis, SharePoint, Unix, DB2, ITIL, Apache, SQL DB2, JES2, MVS, System Administration, z/OS, Disaster Recovery, Software Development, Data Center, Requirements Analysis, Database Design, XML, BMC Patrol, IBM Mainframe, JCL, .NET
Education
California State University-Fullerton 1992 — 1994
Bachelor of Arts (B.A.), Management Information Systems, General
Mutual of America April 2013 - Present
Liberty Mutual Insurance April 2011 - April 2013
Nevada System of Higher Education August 2002 - April 2011
CSX Technology August 1998 - July 2002
IBM May 1995 - July 1998
Skills
Oracle, Databases, Microsoft SQL Server, Visio, SQL, PL/SQL, Systems Analysis, SharePoint, Unix, DB2, ITIL, Apache, SQL DB2, JES2, MVS, System Administration, z/OS, Disaster Recovery, Software Development, Data Center, Requirements Analysis, Database Design, XML, BMC Patrol, IBM Mainframe, JCL, .NET
Education
California State University-Fullerton 1992 — 1994
Bachelor of Arts (B.A.), Management Information Systems, General
Jonathan Simone's Mutual of America Experience May 2008 - August 2009
Job Mathematics Instructor at University of Virginia
Industry Research
Experience
University of Virginia September 2012 - Present
New York University Opportunity Programs August 2010 - Present
Private Prep August 2011 - August 2012
SEEK at John Jay College of Criminal Justice September 2009 - August 2012
John Jay College August 2010 - May 2012
Kaplan Test Prep and Admissions May 2009 - June 2010
Mutual of America May 2008 - August 2009
Mutual of America May 2007 - August 2007
Skills
Tutoring
Education
City University of New York-Hunter College 2009 — 2011
Masters, Mathematics
New York University 2005 — 2009
Bachelors, Mathematics, Business Studies, Computer Applications
Archbishop Molloy High School 2001 — 2005
University of Virginia
Doctor of Philosophy (PhD), Mathematics
University of Virginia September 2012 - Present
New York University Opportunity Programs August 2010 - Present
Private Prep August 2011 - August 2012
SEEK at John Jay College of Criminal Justice September 2009 - August 2012
John Jay College August 2010 - May 2012
Kaplan Test Prep and Admissions May 2009 - June 2010
Mutual of America May 2008 - August 2009
Mutual of America May 2007 - August 2007
Skills
Tutoring
Education
City University of New York-Hunter College 2009 — 2011
Masters, Mathematics
New York University 2005 — 2009
Bachelors, Mathematics, Business Studies, Computer Applications
Archbishop Molloy High School 2001 — 2005
University of Virginia
Doctor of Philosophy (PhD), Mathematics
Robert Rosmarin's Mutual of America Experience October 2002 - April 2003
Job Financial Services Professional
Industry Financial Services
Experience
Princeton Information Systems April 2012 - January 2013
The Bank of New York Mellon June 2010 - December 2010
AllianceBernstein April 2004 - December 2009
Mutual of America October 2002 - April 2003
The Chase Manhattan Bank November 1998 - May 2001
The Chase Manhattan Bank November 1994 - November 1998
OLSTEN ACCOUNTING SERVICES February 1992 - November 1994
Thompson Publishing Group 1992 - 1993
GKN SECURITIES October 1991 - February 1992
Salomon Brothers March 1989 - January 1991
Skills
Pricing, Business Analysis, Customer Relations, Research, Disaster Recovery, Equities, Fixed Income, Hedge Funds, Financial Modeling, Database Administration, Financial Analysis, Portfolio Management, Asset Management, Securities, Compliance, Excel, Financial Reporting, Access, Trading, PowerPoint, Valuation, Risk Management, Word, Investments, Due Diligence, Corporate Actions, Process Improvement, Bloomberg, Business Strategy, Problem Solving, Analysis, Team Building, Customer Service, Asset Pricing, Derivatives, FX, Mutual Funds, Commodities, Reconciliation, Options, Middle Office, Capital Markets, Corporate Finance, Investment Banking, Fund Accounting, Risk, Financial Markets, Back Office, Alternative Investments, Bonds
Education
State University of New York Empire State College 2014 — 2016
Associate's degree, Business
Cornell University 1997 — 1998
FRANKLIN K. LANE HIGH SCHOOL 1984 — 1987
Diploma, Business Administration and Management, General
Princeton Information Systems April 2012 - January 2013
The Bank of New York Mellon June 2010 - December 2010
AllianceBernstein April 2004 - December 2009
Mutual of America October 2002 - April 2003
The Chase Manhattan Bank November 1998 - May 2001
The Chase Manhattan Bank November 1994 - November 1998
OLSTEN ACCOUNTING SERVICES February 1992 - November 1994
Thompson Publishing Group 1992 - 1993
GKN SECURITIES October 1991 - February 1992
Salomon Brothers March 1989 - January 1991
Skills
Pricing, Business Analysis, Customer Relations, Research, Disaster Recovery, Equities, Fixed Income, Hedge Funds, Financial Modeling, Database Administration, Financial Analysis, Portfolio Management, Asset Management, Securities, Compliance, Excel, Financial Reporting, Access, Trading, PowerPoint, Valuation, Risk Management, Word, Investments, Due Diligence, Corporate Actions, Process Improvement, Bloomberg, Business Strategy, Problem Solving, Analysis, Team Building, Customer Service, Asset Pricing, Derivatives, FX, Mutual Funds, Commodities, Reconciliation, Options, Middle Office, Capital Markets, Corporate Finance, Investment Banking, Fund Accounting, Risk, Financial Markets, Back Office, Alternative Investments, Bonds
Education
State University of New York Empire State College 2014 — 2016
Associate's degree, Business
Cornell University 1997 — 1998
FRANKLIN K. LANE HIGH SCHOOL 1984 — 1987
Diploma, Business Administration and Management, General
robert ruane's Mutual of America Experience September 1992 - Present
Job senior vp at Mutual of America
Industry Financial Services
Experience
Mutual of America September 1992 - Present
Skills
Mutual Funds, Series 63, Retirement Planning, 401k, Asset Allocation, Investment Advisory
Education
Boston College 1964 — 1968
Bachelor's degree, Economics, B
Mutual of America September 1992 - Present
Skills
Mutual Funds, Series 63, Retirement Planning, 401k, Asset Allocation, Investment Advisory
Education
Boston College 1964 — 1968
Bachelor's degree, Economics, B
Jason Hicar's Mutual of America Experience March 2010 - May 2013
Job Qualfied Employer Retirement Plans Supervisor at Equity Trust Company
Industry Financial Services
Experience
Equity Trust Company May 2013 - Present
Mutual of America March 2010 - May 2013
Skills
Retirement Planning, Fixed Annuities, 401k, Series 63, Mutual Funds, Disability Insurance, Life Insurance, Insurance
Education
Bowling Green State University
Business
Equity Trust Company May 2013 - Present
Mutual of America March 2010 - May 2013
Skills
Retirement Planning, Fixed Annuities, 401k, Series 63, Mutual Funds, Disability Insurance, Life Insurance, Insurance
Education
Bowling Green State University
Business
Andrew Donohue's Mutual of America Experience May 2010 - August 2010
Job Attorney
Industry Law Practice
Experience
Brooks, Tarulis, Schaffer & Tibble, LLC January 2014 - Present
Brooklyn District Attorney's Office May 2012 - August 2012
Cornell Law School January 2012 - May 2012
New York State Liquor Authority May 2011 - August 2011
Mutual of America May 2010 - August 2010
Education
Cornell Law School 2010 — 2013
Doctor of Law (JD)
State University of New York College at Geneseo 2006 — 2010
Bachelor of Arts (BA), Political Science
Brooks, Tarulis, Schaffer & Tibble, LLC January 2014 - Present
Brooklyn District Attorney's Office May 2012 - August 2012
Cornell Law School January 2012 - May 2012
New York State Liquor Authority May 2011 - August 2011
Mutual of America May 2010 - August 2010
Education
Cornell Law School 2010 — 2013
Doctor of Law (JD)
State University of New York College at Geneseo 2006 — 2010
Bachelor of Arts (BA), Political Science
Stanley Paden's Mutual of America Experience May 1998 - June 2001
Job ESL Teacher at University of Iowa
Industry Higher Education
Experience
University of Iowa August 2011 - Present
Buena Vista University January 2007 - July 2011
Saint Louis Community College August 2001 - December 2006
Saint Louis Community College August 2001 - December 2006
Mutual of America May 1998 - June 2001
Borough of Manhattan Community October 1994 - May 1998
Jazykova Skola Language School January 1991 - May 1994
Education
City University of New York-Hunter College 1995 — 1997
ME, TESOL
Hunter College - ME TESOL
Missouri State University
BS, Mathematics
Webster University
MAT Mathematics
University of Iowa August 2011 - Present
Buena Vista University January 2007 - July 2011
Saint Louis Community College August 2001 - December 2006
Saint Louis Community College August 2001 - December 2006
Mutual of America May 1998 - June 2001
Borough of Manhattan Community October 1994 - May 1998
Jazykova Skola Language School January 1991 - May 1994
Education
City University of New York-Hunter College 1995 — 1997
ME, TESOL
Hunter College - ME TESOL
Missouri State University
BS, Mathematics
Webster University
MAT Mathematics
Kristen Bivins's Mutual of America Experience June 2012 - Present
Job at
Industry Financial Services
Experience
Mutual of America June 2012 - Present
Jones Lang LaSalle February 2012 - June 2012
Jones Lang LaSalle April 2011 - February 2012
IPC International March 2006 - June 2011
IPC International February 2005 - March 2006
Skills
Accounts Payable, Access, Management, Client Development, Accounts Receivable, Budgets, Payroll
Education
Central Michigan University 2000 — 2004
Bachelor's degree, Business Administration
Mutual of America June 2012 - Present
Jones Lang LaSalle February 2012 - June 2012
Jones Lang LaSalle April 2011 - February 2012
IPC International March 2006 - June 2011
IPC International February 2005 - March 2006
Skills
Accounts Payable, Access, Management, Client Development, Accounts Receivable, Budgets, Payroll
Education
Central Michigan University 2000 — 2004
Bachelor's degree, Business Administration
mark terminello's Mutual of America Experience April 1982 - January 1986
Job branch banking at Hudson City Savings Bank
Industry Banking
Experience
Hudson City Savings Bank March 2009 - Present
The Bank of New York Mellon January 1986 - April 2008
Mutual of America April 1982 - January 1986
Skills
Some Spanish, Banking, Global Custody, Asset Managment, Transfer Agency, DTC, Corporate Actions, Commercial Banking, Financial Analysis, Fund Accounting, Retail Banking, Microsoft Excel
Education
Vanderbilt Univeristy 1979 — 1981
B.A., Business Admin./Economics
Duke University 1977 — 1978
Hudson City Savings Bank March 2009 - Present
The Bank of New York Mellon January 1986 - April 2008
Mutual of America April 1982 - January 1986
Skills
Some Spanish, Banking, Global Custody, Asset Managment, Transfer Agency, DTC, Corporate Actions, Commercial Banking, Financial Analysis, Fund Accounting, Retail Banking, Microsoft Excel
Education
Vanderbilt Univeristy 1979 — 1981
B.A., Business Admin./Economics
Duke University 1977 — 1978
Justin Munoz's Mutual of America Experience May 2006 - August 2006
Job Associate, Global Technology, JPMorgan Chase
Industry Financial Services
Experience
JP Morgan Chase July 2008 - Present
JPMorgan Chase May 2007 - August 2007
Mutual of America May 2006 - August 2006
Skills
Java, Mule ESB, Web Services, SQL, DataPower, WebSphere Application..., Project Management, XML, SOA, SDLC, WebSphere MQ, SWIFT messaging, iWay, Agile & Waterfall..., JMS
Education
Bentley University 2004 — 2008
Bachelor of Science, Computer Information Systems
JP Morgan Chase July 2008 - Present
JPMorgan Chase May 2007 - August 2007
Mutual of America May 2006 - August 2006
Skills
Java, Mule ESB, Web Services, SQL, DataPower, WebSphere Application..., Project Management, XML, SOA, SDLC, WebSphere MQ, SWIFT messaging, iWay, Agile & Waterfall..., JMS
Education
Bentley University 2004 — 2008
Bachelor of Science, Computer Information Systems
Celeste C. Spence, MBA, CRPS's Mutual of America Experience November 2001 - Present
Job Account Executive of Participants at Mutual of America
Industry Financial Services
Experience
Mutual of America November 2001 - Present
New York Life Insurance Company September 2000 - October 2001
JPMorgan Chase June 1995 - September 2000
Skills
Microsoft Office 2007
Education
Dowling College 1999 — 2000
Masters in Businss Administration, Banking and Finance
SUNY Stony Brook 1987 — 1992
Bachelor's, Minor in Political Science
Mutual of America November 2001 - Present
New York Life Insurance Company September 2000 - October 2001
JPMorgan Chase June 1995 - September 2000
Skills
Microsoft Office 2007
Education
Dowling College 1999 — 2000
Masters in Businss Administration, Banking and Finance
SUNY Stony Brook 1987 — 1992
Bachelor's, Minor in Political Science
Ellen Samul's Mutual of America Experience March 2014 - Present
Job Operations Support Analyst at Mutual of America
Industry Information Technology and Services
Experience
Mutual of America March 2014 - Present
Seeking IT Project Manager Position June 2011 - December 2013
East Charleston Country Store April 2007 - June 2011
Travelers October 1984 - November 2006
Skills
Strong Communication..., Problem Resolution and..., Process and..., Highly Organized and..., System Support and..., Technical support and..., Able to multi-task in..., Project Management &..., End-user support, System Administration, Customer Service, Troubleshooting, Technical Support, Management, Project Management, Telecom BSS, Budgets, Integration, Testing, Time Management
Education
South University 2013 — 2015
Bachelor's degree, Information Technology
Central Connecticut State University 1987 — 1990
n/a, Computer Science, 3.8GPA
Northwestern Connecticut Community College 1981 — 1984
Associates Degree, Computer Science, 3.8
Mutual of America March 2014 - Present
Seeking IT Project Manager Position June 2011 - December 2013
East Charleston Country Store April 2007 - June 2011
Travelers October 1984 - November 2006
Skills
Strong Communication..., Problem Resolution and..., Process and..., Highly Organized and..., System Support and..., Technical support and..., Able to multi-task in..., Project Management &..., End-user support, System Administration, Customer Service, Troubleshooting, Technical Support, Management, Project Management, Telecom BSS, Budgets, Integration, Testing, Time Management
Education
South University 2013 — 2015
Bachelor's degree, Information Technology
Central Connecticut State University 1987 — 1990
n/a, Computer Science, 3.8GPA
Northwestern Connecticut Community College 1981 — 1984
Associates Degree, Computer Science, 3.8
Niki Stedina's Mutual of America Experience September 2006 - April 2012
Job Administrative Assistant at Allegheny Financial Group
Industry Financial Services
Experience
Allegheny Financial Group April 2012 - Present
Diabetes Research Institute Foundation January 2009 - Present
Mutual of America September 2006 - April 2012
Education
Clarion University of Pennsylvania
Communication, General
Allegheny Financial Group April 2012 - Present
Diabetes Research Institute Foundation January 2009 - Present
Mutual of America September 2006 - April 2012
Education
Clarion University of Pennsylvania
Communication, General
michael bremer's Mutual of America Experience April 1999 - April 2002
Job Institutional Investing
Industry Financial Services
Experience
CUNA Mutual Group April 2002 - Present
Mutual of America April 1999 - April 2002
Northwestern Mutual Life September 1987 - April 1999
Skills
Employee Benefits, Benefits Administration, Insurance, Onboarding, Employee Relations, HRIS, Deferred Compensation, 401k, PeopleSoft, Health Insurance, Human Resources, Disability Insurance, Performance Management, FMLA, Workers Compensation, Life Insurance, Talent Management, Applicant Tracking..., Recruiting, Talent Acquisition
Education
Ball State University - College of Business 1983 — 1987
Bachelor of Science (BS), Marketing, Mgt.
Ball State University - College of Business 1983 — 1987
CUNA Mutual Group April 2002 - Present
Mutual of America April 1999 - April 2002
Northwestern Mutual Life September 1987 - April 1999
Skills
Employee Benefits, Benefits Administration, Insurance, Onboarding, Employee Relations, HRIS, Deferred Compensation, 401k, PeopleSoft, Health Insurance, Human Resources, Disability Insurance, Performance Management, FMLA, Workers Compensation, Life Insurance, Talent Management, Applicant Tracking..., Recruiting, Talent Acquisition
Education
Ball State University - College of Business 1983 — 1987
Bachelor of Science (BS), Marketing, Mgt.
Ball State University - College of Business 1983 — 1987
Kyle Purcell, CRPS®'s Mutual of America Experience November 2013 - Present
Job Field Consultant
Industry Financial Services
Experience
Mutual of America November 2013 - Present
Skills
Employee Benefits, Leadership, Sales Management, Time Management, 401k, Strategic Planning, Budgets, Mutual Funds
Education
College for Financial Planning 2014 — 2014
King's College 1997 — 2001
Bachelor of Arts (B.A.), Psychology
Mutual of America November 2013 - Present
Skills
Employee Benefits, Leadership, Sales Management, Time Management, 401k, Strategic Planning, Budgets, Mutual Funds
Education
College for Financial Planning 2014 — 2014
King's College 1997 — 2001
Bachelor of Arts (B.A.), Psychology
Anthony Adolph's Mutual of America Experience September 1989 - March 1998
Job Government Contract and Fiscal Law Attorney
Industry Military
Experience
Government September 1998 - Present
Mutual of America September 1989 - March 1998
Education
New York Law School 1994 — 1998
Doctor of Law (JD), Law
City University of New York
Bachelor of Arts (B.A.), Political Science and Government
University of Maryland University College
Master of Business Administration (MBA), Business
Government September 1998 - Present
Mutual of America September 1989 - March 1998
Education
New York Law School 1994 — 1998
Doctor of Law (JD), Law
City University of New York
Bachelor of Arts (B.A.), Political Science and Government
University of Maryland University College
Master of Business Administration (MBA), Business