Mutual Of New York
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Mutual Of New York Employees
Lynwood Financial Group 1992 - Present
H L Financial Services 1983 - 1990
America Hospital Corperation 1980 - 1983
Mutual of New York 1976 - 1980
Education
The John Marshall Law School 1970 — 1972
Doctor of Law (JD)
Minnesota State Univerity, Bemidji 1966 — 1970
Bachelor's Degree, History/Psychology
AXA US July 2013 - Present
AXA Equitable March 2006 - July 2013
Mutual of New York January 1999 - March 2006
Skills
Team Leadership, Leadership, Risk Management, SDLC, Management, Call Centers, Business Process, Customer Service, Vendor Management, PMO, Project Portfolio..., Process Improvement, Fixed Annuities, Software Project..., Business Process...
Education
Onondaga Community College 1987 — 1989
Buisness Administration
Central City Buisness Institute 1980 — 1982
Associates Degree, Business - Secretarial
National Grid January 2014 - Present
National Grid 1985 - Present
Mutual of New York January 1980 - October 1985
Skills
Organization, Personal Development, Knowledge Sharing, Apple OS, Microsoft Office Suite, Twitter, Facebook, Instagram, Salesforce.com, Program Design, Microsoft Publisher, Public Speaking, Public Relations, Publicity, Newsletter Production, Newsletters
Education
West Genesee Central School District
Onondaga Community College
Associate's degree, Administrative Assistant and Secretarial Science, General
Blush Haus of Beaute January 2013 - Present
Atlantic Seafood Co November 2003 - December 2012
Coastal Canvas January 1992 - November 2003
Seaside Medical Clinic of Dr.Mark Worthen October 1989 - November 2003
Mutual of New York June 1975 - October 1986
Skills
Annual Reports, Employee Orientations, Human Resources, Financial Accounting, Workers' Compensation..., USDA, DOT regulations, DOT Compliance, Schedule Control, Policy Analysis, Inventory Management, Microsoft Office, Peachtree, QuickBooks, Meeting Planning, Business Analysis, Sales Management, Sales Operations, Direct Sales, Multi-state Payroll..., Administrative Functions, Accounts Payable, Accounting, Accounts Receivable
Education
Ashford University 2007 — 2008
Business Administration and Management, General
Carteret Community College 1972 — 1973
Business Administration and Management, General
WKLU 101.9 FM Quinn Broadcasting 1998 - 2005
Cheesman Brokerage Company 1987 - 1997
Mutual of New York 1982 - 1987
Keller Crescent 1977 - 1981
Education
Butler University 1973 — 1977
Bachelor's degree
SDM Advisory Group January 2012 - Present
Blair Capital Management January 1997 - Present
Kenilworth Asset Management January 2006 - June 2009
Mutual of New York January 1992 - May 1996
Skills
Management, Business Strategy, Strategic Planning, Strategy, Management Consulting, Project Management, Change Management, Business Planning, Business Development, Mergers & Acquisitions
Education
The University of Chicago 1990 — 1993
Master of Business Administration (MBA), Accounting and Finance
Bradley University 1982 — 1986
Business Administration and Management, Finance
Canada Life Reinsurance March 2014 - Present
Ruark Insurance Advisors 2003 - 2014
Ruark Consulting, LLC 2003 - 2014
Annuity & Life Re 1998 - 2003
PaineWebber 1992 - 1998
Mutual of New York 1980 - 1992
Skills
Actuarial Science, Reinsurance, Fixed Annuities, Life Insurance, Variable Annuities, Insurance, Underwriting, Term Life Insurance, Whole Life, Actuarial Consulting, Brokers, Solvency II, Business Development, Indexed Annuities, Financial Risk, Financial Services, Investments, Risk Management, Economic Capital, Capital Management, General Insurance, Embedded Value, Marketing, Data Analysis, ALM, Finance, Captives, Enterprise Risk..., Retirement, Actuarial, Annuity, Sales, Process Improvement, Data Warehousing, Benchmarking, Combination Products, Long-term Care
Education
Carnegie Mellon University 1975 — 1979
B.S., Applied Math & Business Administration
Liberty Tax Service November 2005 - Present
Muller Group Insurance Agency, Liberty Tax Service 2007 - Present
HANYS April 1997 - December 2007
Mutual of New York 1996 - 1997
Skills
Small Business, Entrepreneurship, New Business Development, Marketing, Business Strategy, Coaching, Marketing Strategy, Strategic Planning, Investments, Start-ups
Education
State University of New York Empire State College 2008 — 2013
Bachelor of Business Administration (B.B.A.), Small Business Management
SUNY Adirondack 1989 — 1991
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
South Georgia Regional Library 2014 - Present
Home Instead Senior Care Valdosta, Georgia July 2005 - Present
Home Instead Senior Care #585 June 2005 - Present
U.S. Photo, Inc January 1995 - December 2005
Langdale Industries 1994 - 1995
Carlson Wagonlit Travel February 1990 - March 1993
U.S. Travel 1992 - 1993
Continental Airlines March 1987 - February 1990
Lincoln Financial Group (Atlanta, Georgia) 1988 - 1988
Mutual of New York 1987 - 1987
Skills
Elder Care, Home Care, Public Speaking, Long-term Care, Small Business, Seniors, Healthcare, Fundraising, Coaching, Non-profits, Team Building, Strategic Planning, Leadership Development, Customer Service, Compassion, Personal Care, Entrepreneurship, Marketing, New Business Development, Event Planning, Training, Aging in Place, Nonprofits, Management, Sales, Leadership, Companion Care, Caregiving, Community Outreach, Alzheimer's disease, Senior Services, Social Services, Independent Living, Case Managment, Franchising, Errands, Medicare, Alzheimer's Care, Program Development, Social Networking, Conflict Resolution, Public Relations, Organizational..., Volunteer Management, Budgets
Education
The University of Georgia 1975 — 1977
MS, Agricultural Economics
Georgia Southern University 1971 — 1975
BBA, Business
Crisp County High School 1968 — 1971
General, Sports and Girls
Vanbridge, LLC January 2014 - Present
Sharebridge Private Equity Consolidated September 2009 - January 2014
MetLife May 2001 - December 2009
Mutual of New York 1965 - 2000
Skills
Insurance, Management, Underwriting, Brokers, Private Equity, Venture Capital, Investments, Life Insurance, Disability Insurance, Insurance Agency..., Financial Risk, Employee Benefits, Finance
Education
Brown University 1961 — 1965
Bachelor of Arts (B.A.), History
The American College
CLU, ChFC, Finance, Financial Management Services, Insurance
Alternative Design Insurance Services (ADIS) February 2010 - Present
Asset Marketing Systems 2000 - 2009
Mutual of New york 1990 - 1995
Skills
Executive Management, Training, Business Development, Public Speaking, Lead Generation, Management, Relationship Management, New Business Development, Customer Acquisition, Direct Sales, Account Management, Customer Retention, Executive Coaching, Podcasting, Recruiting, Strategic Planning, Marketing Strategy
Education
University of San Diego School of Law 1977 — 1981
Juris Doctor, Law
United States International University 1974 — 1976
Bachelor of Arts (BA), Political Science and Government
Hannibal-Lagrange College 1972 — 1974
Associate of Arts (AA)
Ameritas April 2007 - Present
UnitedHealthcare December 2001 - March 2007
Kaiser Permanente July 1997 - December 2001
MAMSI June 1994 - July 1997
Mutual of New York June 1991 - June 1994
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Selling, Health Savings Accounts, Leadership, Sales, Underwriting, Strategic Planning, Management, Life Insurance, Account Management, Benefits Administration, Customer Service, Term Life Insurance
Education
Salisbury University
AXA Equitable 2013 - Present
AXA Equitable August 2004 - Present
Mutual of New York 2000 - 2004
Mutual of New York 1994 - 1999
Mutual of New York 1991 - 1993
Mutual Of New York October 1986 - 1990
Equitable Life Assurance January 1984 - October 1986
Skills
Insurance, Underwriting, Fixed Annuities, Series 6, Life Insurance, Competitive Intelligence, Term Life Insurance, Long-term Care, Training, Mutual Funds, Financial Services, Small Business, Sales, Retirement, Marketing, Analysis, Retirement Planning, Wealth Management, 401k, Disability Insurance, Series 63, Variable Annuities, Investments, Strategic Financial..., Employee Benefits, Relationship Management, Health Insurance, Estate Planning, IRAs, Financial Advisory, Series 7, Long Term Care Insurance, FINRA, Financial Planners, Securities
Education
Bergen Community College 1982 — 1983
Associate of Arts and Sciences (A.A.S.)
Universtiy of Miami 1975 — 1977
N/A, Business Administration
West Essex High School 1971 — 1975
College Prep, Business Law, Accounting, Political Science, Music, History
Onondaga Community College 2004 - Present
SSS Web Solutions 2001 - Present
AppliedTheory 1998 - 2001
New England Financial 1997 - 1998
Computer Sciences Corporation 1995 - 1997
Mutual of New York 1990 - 1995
Eastman School of Music 1989 - 1990
University of Rochester 1985 - 1989
Astra Software Corporation 1984 - 1985
Skills
SQL, C#, Higher Education, Teaching, Distance Learning, Public Speaking, Research, Curriculum Design, Curriculum Development, Student Affairs, Instructional Design, Editing, System Administration, Staff Development, Programming, Technical Writing, Adult Education, Program Development, Fundraising, Data Analysis, Educational Technology, Community Outreach, Nonprofits, Social Networking, Leadership Development, Database Design, University Teaching, E-Learning, Grant Writing, Web Development, PowerPoint, Career Counseling
Education
Binghamton University 2006 — 2007
CAS, Community College Teaching
Rochester Institute of Technology 1986 — 1994
M.S., Computer Science
State University of New York College at Potsdam 1980 — 1982
M.M. - almost!, Music Composition
University of the Pacific 1976 — 1980
B.M., Music Theory/Composition
Sonoma Valley High School 1972 — 1976
Edna Maguire Middle School
Syracuse University
MetLife March 2013 - Present
MetLife August 2011 - 2013
GMH Enterprises 1998 - 2011
Mutual of New York 1995 - 1998
New York Life Insurance Company 1984 - 1994
Skills
Sales, Management, Recruiting, Cold Calling, Risk Management, Strategic Planning, Leadership, Series 6, Account Management, Team Building, Retirement, Training, Sales Management, Small Business
Education
Clarion University of Pennsylvania 1979 — 1983
Bachelor's degree, Business Administration and Management, General
WT Woodson
ISpektor Web Design and Graphics April 2010 - Present
Swall Terrace LLC March 2004 - Present
Www.ispektorphoto.com January 2002 - Present
ISpektor Web Design and Graphics May 2010 - January 2011
Mutual of New York January 2003 - June 2004
Skills
Website Development, Graphic Design, Photography, Web Design, Logo Design, Graphics, Flyers, Business Cards, Photoshop, Social Media Marketing, Social Media, Creative Direction, Social Networking, Public Relations, Marketing
Education
ICDC College 2010 — 2011
Certificate in, Web Design and Graphics
University of Phoenix 2006 — 2010
Bachelor in Business Finance, AA in Business Finance
AXA Equitable April 2013 - Present
AXA Equitable April 2011 - April 2013
AXA Equitable, Customer Marketing Group June 2007 - May 2009
Citigroup, Corporate Investment Bank October 2006 - June 2007
AXA Equitable February 2005 - October 2006
The MONY Group August 2003 - February 2005
MagRack/Rainbow Media January 2003 - May 2003
Syracuse University August 2001 - July 2002
Mutual of New York May 1998 - August 1999
Skills
Competitive Analysis, Strategic Thinking, SharePoint, Business Process Mapping, Communication Training, Salesforce.com, CRM, Strategy, Leadership, Management, Project Management, Process Improvement, Program Management
Education
Syracuse University 1999 — 2003
Master of Science, Information Management
Cazenovia College 1994 — 1998
B.S, Business Administration
Cazenovia College 1994 — 1998
Bachelor of Science, Business Administration
The American College June 2008 - December 2014
Bank of America 2006 - 2008
Morgan Stanley October 1986 - August 2006
Dean Witter 1988 - 2006
Morgan Stanley 1986 - 2006
Mutual of New York December 1972 - March 1986
Skills
Series 7, Wealth Management, Leadership, Program Management, Alternative Investments, Asset Allocation, Asset Management, Equities, Estate Planning, FINRA, Financial Services, Fixed Annuities, Investment Advisory, Investment Strategies, Investments, Marketing, Mutual Funds, Portfolio Management, Relationship Management, Retirement Planning, Sales, Securities, Series 24, Series 63, Strategic Financial..., Strategic Planning, Insurance, Retirement, Risk Management, Financial Planning
Education
Seton Hall University 1996 — 2001
MA
Wadhams Hall 1965 — 1968
BA, Philosophy
Eldon Williams VO 2013 - Present
Bulls Eye Trading January 2009 - 2013
The Advantage Group (Division of AXA) January 2007 - December 2009
Senior Asset Strategies, Inc. 1998 - 2006
Benmark 1994 - 1997
Mutual of New York 1974 - 1994
Skills
Excellent Communication..., Insurance, Management, Investments, Recruiting, Executive Search, Financial Advisory, Financial Services, Small Business, Fixed Annuities, Entrepreneurship, Retirement Planning, Variable Annuities, Leadership Development, Series 7, Retirement, Estate Planning, Business Strategy, Finance, Sales Management, Business Planning, Marketing Strategy, Disability Insurance, New Business Development, Coaching, Investment Advisory, Securities, Team Building, Wealth Management, Private Equity, Portfolio Management, Executive Management, Life Insurance, Sales, Long-term Care, Strategic Planning, Marketing, Strategic Financial..., Mutual Funds, Employee Benefits
Education
American College 1985 — 1991
Insurance/Financial Planning, Tax & Estate Planning, Gov't and Private Sector Benefits, Business & Personal Insurance
Appalachian State University
Armbruster Capital Management, Inc. March 2014 - Present
William Skuse Insurance & Investments July 2000 - March 2014
Mutual of New York November 1992 - June 2000
Postgate, Perry & Gray October 1989 - November 1992
KPMG July 1988 - September 1989
Skills
Cost Efficient..., Tax Efficient...
Education
The American College 1994 — 1995
CLU & ChFC
St. John Fisher College 1986 — 1988
Accounting
John Carroll University 1976 — 1980
Economics
McQuaid Jesuit High School 1972 — 1976
NatureVest, a division of The Nature Conservancy March 2014 - Present
The Nature Conservancy April 2008 - March 2014
Regency Centers November 1997 - April 2008
Mutual of New York 1991 - 1997
Education
Northwestern University - Kellogg School of Management 1980 — 1983
MBA, Finance
Colorado College 1974 — 1978
BA, Political Science
Merrill Lynch March 2012 - Present
Morgan Stanley Smith Barney August 2000 - March 2012
Merrill Lynch September 1989 - August 2000
Mutual of New York June 1987 - August 1989
Merrill Lynch August 1984 - May 1987
Merrill Lynch April 1982 - August 1984
Skills
Investments, Loans, Underwriting, Banking, Financial Analysis, Series 7, Small Business Lending, Investment Advisory, Foreign Exchange, Commodity, Finance, Financial Services, Asset Management, Mutual Funds, Retirement Planning, Risk Management, Sales, Portfolio Management, Securities, Wealth Management
Education
University of Colorado at Colorado Springs 1985 — 1987
Business/Corporate Communications
Eastern Michigan University 1981 — 1984
Communication and Media Studies
NATIONWIDE INSURANCE 2000 - Present
BOB MATIA AGENCY INC 2000 - Present
NATIONWIDE INSURANCE 1997 - 2000
MUTUAL OF NEW YORK 1996 - 1997
MetLife 1989 - 1996
Quaker Oats Company August 1988 - April 1989
F&F Laboratories Inc April 1986 - August 1988
GRANT JACOBY ADVERTISING October 1984 - March 1986
Swift & Company June 1982 - October 1984
Skills
Property & Casualty..., Insurance, Life Insurance, Commercial Insurance, Homeowners, Legal Liability, Umbrella Insurance, General Insurance, Renters, Liability, Commercial Lines, Fixed Annuities, Workers Compensation, Underwriting, Motorcycle, Health Insurance, Professional Liability, Disability Insurance, Term Life Insurance, ATV, Inland Marine, Subrogation, Claims Management, Small Business, Long-term Care, Umbrella, Home, General Liability, RV, Boat, Employment Practices..., Licensed Life & Health..., Condos, Property Damage, Claim, Brokers, Retirement, Auto, Flood Insurance, Marketing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1988
MBA, MARKETING
DePaul University 1978 — 1982
BSC, MARKETING & MANAGEMENT
St Patrick High School 1974 — 1978
NATIONAL FLOOD INSURANCE PROGRAM
FLOOD INSURANCE BASICS REFRESHER WEBINARS, SUCCESSFUL COMPLETION
The National Underwriter through the Nationwide Insurance Training Academy
CLCS DESIGNATION, COMMERCIAL INSURANCE, SUCCESSFUL COMPLETION
Financial Protection Life and Annuity Corp. February 1980 - Present
Mutual of New York January 1963 - January 1980
American General Life Companies January 1963 - January 1980
Skills
Estate Tax Planning, Annuities, Executive Bonus Plans, Buy/Sell Arrangements, Disability Income, IRA - SEP Plans
Education
Texas Tech University
Bachelor of Business Administration (BBA)
BASF, the Chemical Company February 1987 - Present
Universal Manufacturing November 1980 - February 1987
Mutual of New York September 1978 - November 1980
Skills
Organizational..., Employee Engagement, Leadership Development, Performance Management, Training, Talent Management, Recruiting, Employee Surveys, Group Dynamics, Human Resources, Leadership, Employee Relations, Workforce Planning, Internal Communications, Executive Coaching, Organizational Design, Coaching, Business Strategy, Succession Planning, Project Planning, Organizational..., Onboarding, Deferred Compensation, Management Development, Labor Relations, Process Improvement, Change Management, HR Transformation, Team Building, Program Management, Culture Change, Continuous Improvement, HR Policies, Personnel Management, Management, Talent Acquisition, HR Consulting, Employee Training, Career Development
Education
Rutgers, The State University of New Jersey-Newark 1969 — 1973
English Literature, Minor in Economics
Glen Ridge High School, Glen Ridge, NJ 1965 — 1969
High School/Secondary Diploma Programs
St. Petersburg College January 2010 - Present
University of Phoenix June 2009 - Present
Still Waters Counseling Center January 2004 - Present
Solid Rock Virtual School December 2007 - September 2009
certified by Robert Kiyosaki's CASHFLOW© Technologies January 2001 - July 2006
International Training Institute January 1989 - January 1993
Mutual Of New York January 1987 - January 1989
Smith Barney Harris Upham Co., Inc January 1979 - January 1986
Skills
Blogging, Coaching, Wellness, Holistic Health, Nutrition, Community Outreach, Teaching, Psychology, Public Speaking, Curriculum Design, Healthcare, Event Planning, Program Development, Fitness, Psychotherapy, Team Building, Leadership Development, Fundraising
Education
Northcentral University 2007 — 2009
M.A, Health Psychology & Behavioral Medicine
Sewanee-The University of the South 2002 — 2006
certificate, Education For Ministry
Emory University 1977 — 1979
BA, Psychology
Oxford College of Emory University 1975 — 1977
AA, Psychology
COMMUNITY AFFILIATIONS
Advantage Medical Billing, Inc. December 1993 - Present
Mutual of New York 1986 - 1991
Dean Witter Reynolds Inc. 1981 - 1986
Skills
Medical Billing, Networking, Entrepreneurship, Data Entry, Medical Coding
Education
Saint Peter's University 1975 — 1979
Bachelor of Applied Science (B.A.Sc.), Biology, General
Transamerica January 2015 - Present
Transamerica January 2013 - December 2014
Transamerica Retirement Solutions January 1998 - December 2012
Diversified Investment Advisors January 1993 - December 1998
Mutual of New York January 1990 - December 1992
Mutual of New York June 1985 - December 1989
Skills
Mutual Funds, Financial Analysis, Process Improvement, Financial Reporting, Finance, Financial Risk, Sarbanes-Oxley Act, Strategic Financial..., Internal Controls, Auditing, Forecasting, Sarbanes-Oxley, Operational Risk..., Financial Planning, Accounting
Education
Bentley University 1980 — 1984
Bachelor of Science (BS), Accounting
Port Chester High School
Barnum Financial Group,an Office of MetLife January 2005 - Present
Mutual of New York January 1999 - December 2004
Skills
Financial Services, Mutual Funds, Retirement, Fixed Annuities, Investments, Life Insurance, Series 63, Securities, Retirement Planning
Education
Southern Connecticut State University
St Joseph High School Trumbul, CT
The ABD Team July 2012 - Present
Wells Fargo Insurance Services March 2008 - July 2012
MacCorkle Insurance Service July 1997 - February 2008
Mutual of New York February 1995 - June 1997
Skills
Employment Practices..., Property & Casualty..., Brokers, Professional Liability, Umbrella Insurance, Commercial Lines, Insurance, Underwriting, Customer Service, Small Business, Workers Compensation, D&O, General Insurance, Commercial Insurance, Term Life Insurance, Liability, Fixed Annuities, Health Insurance
Education
Ming Chuan University
BA, Business
New York State Liquidation Bureau September 2015 - Present
FRONTIER INSURANCE COMPANY May 2002 - Present
FRONTIER INSURANCE COMPANY January 2001 - May 2002
AM TRUST FINANCIAL SERVICES September 1999 - January 2001
UNITED CAPITAL INSURANCE COMPANY September 1996 - September 1999
U.S CAPITAL INSURANCE COMPANY November 1992 - September 1996
NATIONAL COLONIAL INSURANCE COMPANY November 1989 - November 1992
SENECA INSURANCE COMPANY 1986 - 1989
Mutual Of New York 1984 - 1986
ideal Mutual Ins Company 1976 - 1984
Skills
Financial Reporting, Captives, Mergers, Insurance, Budgeting, Property & Casualty..., Executive Management, Reinsurance, Workers Compensation
Education
Iona College 1984 — 1988
MBA, FINANCIAL MANAGEMENT
Boston University 1966 — 1967
Non-Matriculated, EDUCATION
Wilkes University
BS, ACCOUNTING
Eli Lilly and Company 2014 - Present
Specialty Eye Care March 2013 - February 2014
Pfizer, Inc January 2009 - March 2013
Wyeth Pharmaceuticals January 2002 - January 2009
Key Bank of New York January 1993 - January 2007
Brown & Williamson Tobacco, Inc January 1997 - January 2002
KeyBank January 1993 - January 1997
Mutual of New York January 1996 - April 1996
Skills
Market Analysis, Gastroenterology, Cardiology, OB/GYN, Psychiatry, Endocrinology, Urology, Neurology, Hospital Sales, Pharmaceutical Sales, Managed Care, Pulmonology, Diabetes, Pharmaceutical Industry, Rheumatology, Selling, Healthcare, Sales Operations
Education
Cazenovia College 1992 — 1996
Bachelor, Professional Studies; Business Management
Guggenheim Partners June 2011 - Present
Artemis LLC April 2009 - July 2011
Credit Suisse June 2001 - June 2009
UBS Paine Webber November 2000 - June 2001
PaineWebber April 1997 - November 2000
Fitch Ratings March 1993 - April 1997
Mutual of New York February 1985 - March 1993
Education
New York University
University of Vermont
H.Beck,Inc. January 2001 - Present
Schniebolk Financial Group August 1995 - Present
Mony Securities Corporation April 1989 - January 2001
Mutual of New York May 1989 - August 1994
The Equitable Life Assurance Society of the United States August 1986 - March 1989
Equico Securities, Inc. August 1986 - March 1989
Skills
Investments, Financial Modeling, Financial Analysis, Portfolio Management, Business Strategy, Asset Management, Risk Management
Education
University of Maryland College Park, College of Business and Management
Bachelor of Science (BS), College of Business and Management
The American College
CLU,ChFC, Financial Planning and Services
The Word & Brown Companies March 2015 - Present
Seasoned Benefits counselor January 2007 - March 2015
Nationwide Team Realty January 2000 - January 2007
Realty Alliance, Inc January 1996 - January 2000
Mutual of New York January 1992 - January 1996
Equitable Financial Services January 1989 - January 1992
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, HTML, Disability Insurance, Employee Benefits, Health Insurance, Benefits Administration, Brokers, Critical Illness, Long Term Care Insurance, Retirement, Investments, Health Savings Accounts, Term Life Insurance, Insurance, Life Insurance, Accident, Long-term Care, Whole Life, Time Management
Education
California State University-Northridge
Pierce College
Associate of Arts (AA), Business Administration and Management, General
Consultants in Wealth Management May 1983 - Present
Cohen & Curtis January 1988 - August 1991
Merrill Lynch January 1986 - January 1988
Mutual of New York May 1984 - December 1985
Texas Wesleyan University 1964 - 1968
Texas Wesleyan University 1964 - 1968
Skills
Estate Planning, Retirement Planning, Investment Advisory, Alternative Investments, Financial Analysis, Investment Management, IRAs, Life Insurance, Financial Modeling, Qualified Retirement..., 401k Rollovers, Succession Planning, Variable Annuities, Retirement Plan..., Retirement Benefits, Income Protection, Registered Investment..., Planned Giving, Guaranteed Lifetime..., Charitable Gift Planning, Business Planning, Buy-sell Agreements, Business Valuation, Estate Settlement, Estate Distribution, Beneficiary Distribution, Death Claims, Qualified Income..., Financial Analysis and..., Family Legacy Planning, Business Succession...
Education
The American College of Financial Services 2012 — 2013
Enrolled for Retirement Income Certified Professional, Retirement Income Certified Professional
MLPFS Princeton Asset Management School 1986 — 1986
Private Account Asset Management
Texas Tech University 1969 — 1971
Graduate School, Molecular Biology
Texas Wesleyan University 1964 — 1968
Bachelor's, cum laude, Chemistry
R.L. Paschal High School 1959 — 1961
Diploma, General Education
Horizon Blue Cross Blue Shield of New Jersey May 2014 - Present
Aetna September 2012 - March 2014
Horizon Blue Cross Blue Shield of New Jersey October 2010 - July 2012
The Sport and Spine Institute April 2009 - July 2010
LOG-NET, Inc. June 1996 - May 2009
Aetna Health Plans 1989 - 1996
Mutual of New York 1986 - 1989
Skills
Leadership, Program Management, Strategic Planning, Healthcare, Management, Business Analysis, Budgets, Customer Service, New Business Development, Executive Management, Human Resources, CRM, Health Insurance
Education
American University
BS, Nursing
Self-Employed 2011 - Present
Shiseido Americas Corporation September 2010 - March 2011
Citibank March 1998 - July 2003
Mutual of New York 1993 - 1998
Skills
Cross Selling, Credit, Banking, Loans, Mortgage Lending, Cash Management, Consumer Lending, Small Business Lending, Credit Cards, Lines Of Credit, Retail Banking, Portfolio Management, Credit Risk, Branch Management
Education
Moscow State University 1978 — 2003
PhD, Romanic-Germanic Philology
College of San Mateo 1997 — 1998
Computer Science, Nutrition
Tashkent State University 1970 — 1975
Master’s degree, English & English Literature
Independent Wealth Strategies, part of the MetLife Premier Client Group October 2012 - Present
Financial Security Analysts, LLC January 2005 - October 2012
Financial Security Analysts December 2002 - January 2005
Mutual Of New York 2001 - 2002
Zevnick, Horton 1998 - 2001
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Long-term Care, Disability Insurance, Wealth Management, Investment Strategies, Investment Advisory, Securities, Mutual Funds, Estate Conservations...
Education
American University, Washington College of Law 1975 — 1978
Juris Doctorate (JD), Law
State University of New York at Buffalo 1971 — 1974
BA, Political Science
Houlihan Lawrence 1993 - Present
Satellite Snaps 1989 - 1992
Schulman Realty 1988 - 1989
Mutual of New York 1961 - 1987
Skills
Sellers, Real Estate, Condos, Public Relations, Relocation, First Time Home Buyers, Single Family Homes, New Home Sales, Short Sales, Townhomes, ABR, Real Estate Transactions, Residential Homes, Negotiation, Real Estate Development, Marketing, Marketing Strategy, Real Estate Financing, Investments, Budgets, Buyers, Buyer Representation, Referrals, Listings
Education
Boston University - School of Management 1958 — 1961
BS in Business Management
US Naval Academy Prep School 1957 — 1958
University of Vermont 1954 — 1955
Engineering
Katonah High School 1950 — 1954
New York Life Insurance Company December 2008 - Present
MetLife Financial Services 2005 - 2008
CFM Advisors 2001 - 2005
Mutual Of New York 1998 - 2002
Prudential Financial August 1991 - May 1998
Education
The American College
Krempin Financial Services 2006 - Present
Rochester Rotary Club 2001 - Present
MassMutual Financial Group June 2004 - October 2006
Mutual of New York April 1970 - June 2004
Skills
Retirement Planning, Retirement, Leadership, Sales, Estate Planning, Strategic Financial..., Small Business, Investments, Insurance, Entrepreneurship, Strategic Planning, Nonprofits, Marketing Communications, Non-profits, Insuring Business Buy..., Wealth Accumulation;..., Disability Insurance, Employee Benefits, Finance, Financial Planning, Financial Services, Long-term Care, Securities
Education
The American College 2006 — 2006
Certified Family Business Specialist, Business Valuation & Succession Planning, Estate Planning for Business Owners
Westminster College (MO) 1962 — 1966
BA Economics, Economics & Finance
National Gypsum Company 2012 - Present
National Gypsum Company 2000 - December 2012
Fiber-Line South 1996 - 2000
MUTUAL OF NEW YORK 1993 - 1995
ROANOKE MOULDING DESIGN 1987 - 1993
Skills
Inventory Management, Sales, Negotiation, Purchasing, Procurement, Budgets, New Business Development, Manufacturing..., Product Development, Continuous Improvement, Six Sigma, Process Scheduler, Lean Manufacturing
Education
Queens University of Charlotte 2003 — 2005
MBA
North Carolina State University - College of Management 1982 — 1986
B.A., Business Management
Minnesota Life January 2008 - Present
AXA-Equitable 2002 - 2008
Mutual of New York 2001 - 2002
Janus Mutual Funds 1999 - 2001
Player June 1995 - 2001
Skills
Fixed Annuities, Leadership, Insurance, Retirement, Sales, Life Insurance, Investments, Mutual Funds, Marketing, Selling, Strategic Planning, Marketing Strategy, Estate Planning, Employee Benefits, Financial Advisory
Education
Hofstra University
Business, Finance
University of Colorado at Denver
Finance, University Of Colorado
Under Armour April 2010 - Present
Pinnacle Sporting Goods, Inc. dba Buddy's All Stars January 2005 - May 2010
Russell Corporation January 2003 - January 2005
Russell Athletic June 2000 - December 2002
Russell Athletic April 1999 - May 2000
Mutual of New York April 1997 - April 1999
Education
Georgia Institute of Technology 1980 — 1984
Bachelor of Science
Davidson College 1979 — 1980
Tranfer
Table Bay Financial Network, Inc. July 2003 - Present
America's Tax Solutions January 2010 - Present
America's IRA Centers January 2005 - January 2012
Table Bay Financial Network Inc. July 2003 - May 2010
Jackson National Life February 1996 - July 2003
Lincoln National Life 1995 - 1996
Mutual Of New York 1987 - 1994
Equitable Life 1977 - 1987
Skills
Sales Management, Insurance, Strategic Planning, Product Development, Retirement, Financial Services, Management, Recruiting, IRAs, Wealth Management, Business Planning, Strategy, Fixed Annuities, Pensions, Employee Benefits, Marketing, Retirement Planning, 401k, Sales, Series 7, Small Business, Strategic Financial..., Finance, Life Insurance, Investments, Leadership, Financial Advisory, Operations Management, Financial Planners, Investment Advisory, Disability Insurance, Estate Planning, Long-term Care, Series 63, Relationship Management, Mutual Funds, Wealth Management..., Series 6, Long Term Care Insurance, Alternative Investments, Term Life Insurance, Roth IRA, Wealth, Securities, Investment Strategies, 401k Rollovers, Universal Life
Education
London Business School 2001 — 2003
Discovery Programme for Senior Executives
Western New England University 1973 — 1977
BS, Marketing
AXA Advisors, LLC May 2004 - Present
Mutual of New York 1988 - 2004
Home Life Ins Co 1977 - 1988
Rutgers College 1974 - 1977
Education
American College 1983 — 1984
ChFC, Chartered Financial Consultant
American College 1979 — 1983
CLU, Chartered Life Underwriter
University of Maryland College Park 1971 — 1974
Ph.D.
State University of New York College at Cortland 1967 — 1971
BS
Greene Central High School 1962 — 1967
Regents
Fluvanna County Public Schools August 1989 - July 2013
Hartford Vermont Public Schools August 1981 - June 1987
Mutual of New York September 1969 - June 1971
Skills
Microsoft Office, Microsoft Word, Research, PowerPoint, Training
Education
Yale University 1968 — 1969
Master of Arts in Teaching, French and Education
College of Mount Saint Vincent 1964 — 1968
Bachelor of Arts (B.A.), French Language and Literature
Heart to Heart & Associates April 2014 - Present
Kristen Mccloskey December 2012 - March 2014
Mutual of New york September 1990 - August 1997
Skills
Microsoft Excel, Outlook, Data Entry, Accounting, Claims Handling, Medical Coding, Office Administration, Invoicing, Microsoft Word, PowerPoint, Accounts Payable, Accounts Receivable, Budgets, Customer Service, Leadership, Management, Microsoft Office, Strategic Planning
Education
Bergen Community College 1985 — 1988
Associate's degree
Alliance Funding Group January 2014 - Present
Jules and Associates November 1996 - January 2014
Mutual of New York December 1994 - November 1996
Transworld Systems February 1994 - November 1995
Skills
Credit, Sales Management, Loans, Sales, Finance, Financial Analysis, Commercial Lending, Negotiation, Portfolio Management, CRM, Banking, Sales Operations, Funding, Financial Services, Financial Modeling, Relationship Management, Time Management, Marketing, Asset Management, Pricing, Strategic Planning, Networking, Credit Analysis, Customer Satisfaction, Software Documentation, New Business Development, Investments, Team Building, Treasury Management, Executive Management, Loan Origination, Mortgage Lending, Mergers & Acquisitions, Corporate Finance, Strategic Financial..., Due Diligence, Real Estate, Cash Management, Lease Options, Capital Equipment, Business Development, Risk Management
Education
Pepperdine University
Business Admin
O'Neal Insurance Services 1976 - Present
Mutual of New York October 1976 - 1980
Skills
Small Business, Marketing, Life Insurance, Medical insurance, Disability Income plans, Medicare Supplements, Personal Customer..., Disability Insurance, Medicare, Long-term Care, Health Savings Accounts, Employee Benefits, Retirement Planning, Underwriting, Contract Negotiation, Marketing Strategy, Health Insurance, Strategic Planning, Sales, Customer Service
Education
The University of Texas at Austin - The Red McCombs School of Business 1972 — 1976
Bachelor of Business Administration (BBA), Finance, General
MIB, Inc. October 2005 - Present
John Hancock 1999 - 2005
Massachusetts Casualty Ins Co 1995 - 1999
Mutual of New York 1985 - 1990
Skills
Risk Management, Strategic Planning, Underwriting, SDLC, Disability Insurance, Process Improvement, Insurance, Program Management, Employee Benefits, Life Insurance, Health Insurance, Team Building, Project Management, Reinsurance
Education
SUNY Cortland
Heritage Financial Resources 1999 - Present
Preferred Warranties, Inc. November 2007 - July 2010
Mutual of New York January 1983 - June 1984
Skills
Securities (Stocks), Tax Shelters, Business Insurance, Sales, Sales Management, Customer Service, Coaching, Strategic Planning
Education
Longview Community College 1997 — 2000
Associate of Arts, Business Management
Westchester High School 1979 — 1983
English Honor Society, Spanish
Matthews Investment Properties 2003 - Present
Resource Real Estate Group, Inc. 1999 - 2002
Glenborough Realty Trust, Inc. 1998 - 1999
Mutual of New York 1994 - 1995
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Business
Yale University
BA, Psychology
Syracuse University July 2011 - Present
Columbian Mutual Life Insurance September 1997 - July 2011
Computer Sciences Corporation 1995 - 1997
Mutual of New York 1990 - 1995
General Electric January 1987 - May 1990
Skills
Software Development, Software Engineering, Salesforce.com, Integration, Requirements Analysis, Business Analysis, Cloud Computing
Education
State University of New York College at Potsdam 1982 — 1986
BA, Computer Science, Math
Farmers Insurance January 2010 - Present
Reliable Life Insurance Company April 2000 - October 2009
Mutual of New York June 1997 - April 2000
Education
University of Washington 1994 — 1997
B.S. in Accounting, Acounting, Marketing, Finance, Information Systems
Green River Community College 1992 — 1994
AA, Business Administration
Northeastern State University
Spanish
Integrated Insurance Concepts, LLC February 2007 - Present
American National Insurance 2003 - 2007
Farm Bureau Financial Services 1982 - 2003
Allstate 1979 - 1982
Mutual of New York 1973 - 1979
Commercial Draperies 1970 - 1973
Motorola Solutions 1962 - 1970
Skills
Insurance, Small Business, Public Speaking, Coaching, Strategic Planning, Real Estate, New Business Development, Team Building
Education
Arizona State University
William C Dodenhoff Agency December 2004 - Present
SDH Lumber and Supply, LLC July 2010 - February 2011
Dooley and Company August 2006 - June 2010
Brittingham, Brown January 2006 - April 2006
Sharpe McCullough, CPAS February 2005 - October 2005
Dodenhoff Development, LLC August 1986 - February 2005
Mutual of New York June 1994 - November 1996
Equitable Life Assurance Society November 1987 - May 1994
Grant Thornton International Ltd June 1980 - June 1986
Skills
Accounting, Retirement, Strategic Financial..., Insurance, Tax, Strategic Planning, Internal Controls, Finance, Auditing, Investments, Retirement Planning, Portfolio Management, Small Business, Tax Accounting, Financial Statements, Business Development, CPA, Project Planning, Management, Asset Management, Sales, Internal Audit, Financial Reporting, Real Estate, Risk Management, Financial Services, Financial Analysis, Software Documentation, Equities, Securities, Due Diligence, Financial Modeling, Mergers & Acquisitions, Banking, Cash Management, Credit
Education
Tulane University - A.B. Freeman School of Business 1978 — 1980
MBA, Accounting and Finance
The Citadel
Tulane University
BA, History
the new york times 1980 - 1999
pubic service insurance 1987 - 1988
Harper Collins 1985 - 1987
harper collins 1985 - 1987
MONYork June 1982 - July 1985
magi 1983 - 1985
mutual of new york 1982 - 1984
continental insurance 1978 - 1982
merrill lynch 1970 - 1973
Merrill Lynch August 1967 - May 1970
Education
New York University 1978 — 1980
City University of New York-Brooklyn College 1971 — 1973
computer programming
Pace University - Lubin School of Business 1971 — 1973
real estate & insurance
Swiss Re December 2013 - 2015
Swiss Re 2012 - 2013
Swiss Re 2010 - 2012
Swiss Re 2006 - 2009
Swiss Re 2003 - 2006
A.M. Best Company 1998 - 2003
Mutual of New York 1987 - 1997
Skills
Insurance, Strategic Planning, Reinsurance, Underwriting, Financial Analysis, Mergers & Acquisitions, Management, Enterprise Risk..., Financial Risk, Investments, Finance, Team Management, Strategy, Leadership, Business Development, Fixed Income, Property & Casualty..., Risk Management
Education
Fairleigh Dickinson University 1989 — 1993
MBA, Corporate Finance
University of South Florida 1983 — 1986
Bachelor of Arts (BA), Economics
Zinc's Treasures July 2013 - Present
AXA June 1982 - March 2013
AXA Technology Services June 1982 - March 2013
MQSoftware 1990 - 2008
IBM 1982 - 2008
The MONY Group June 1982 - August 2004
Mutual of New York 1982 - 2004
Royal & SunAlliance September 1977 - December 1980
Skills
WebSphere MQ, DB2, Unix, Disaster Recovery, WebSphere Application..., SDLC, SQL, Enterprise Architecture, Solution Architecture, SOA, Architecture, IT Strategy, Middleware, Oracle, Architectures, AIX, EAI, Integration, Performance Tuning
Education
State University of New York College at Buffalo 1973 — 1977
Bachelor of Science (BS), Accounting and Business/Management
Fayetteville Manlius 1970 — 1973
High School Regents Diploma, General Studies
Strategy&, part of the PwC network April 2015 - Present
Oracle June 2010 - April 2015
Excellus Blue Cross Blue Shield May 2001 - June 2010
Syracuse University September 1996 - December 2006
Navisite (was AppliedTheory Corporation) September 1996 - May 2001
Questra Consulting August 1995 - September 1996
Mutual of New York December 1987 - August 1995
Skills
Enterprise Architecture, IT Strategy, Solution Architecture, SOA, Enterprise Software, Cloud Computing, Software Development, Requirements Analysis, Application Architecture, TOGAF, IT Management, Software Project..., Business Process, SaaS, Business Architecture, Business Process Design, Team Leadership, Project Portfolio..., Data Warehousing, Requirements Gathering, System Architecture, Identity Management, Change Management, Software Design, EAI, PMO, Governance, Insurance, Strategy, Design Thinking, Systems Thinking, Management Consulting, UML, Healthcare, Retail, Media Entertainment, Public Sector, Pharmaceutical Industry, Banking, Finance, Grocery Industry, Archimate, Oracle Enterprise..., Zachman, Ontology, Cyber-security, Information Security
Education
Syracuse University - Martin J. Whitman School of Management 1985 — 1987
Bachelor of Science, Business Administration, Summa cum laude
Onondaga Community College 1983 — 1985
A.A.S., Business Administration
Kansas House of Representatives January 2013 - Present
the Hawkins Group, Inc. January 2001 - Present
National Farmers Union February 1998 - January 2001
Mutual Of New York October 1995 - February 1998
Kansas Army National Guard July 1979 - January 1991
Skills
Employee Benefits, Health Insurance, Life Insurance, Disability Insurance, Vision Insurance, Dental Insurance, Long Term Care Insurance, Cancer Insurance, Accident Insurance, Critical Illness..., Legal Plans, Identity Theft Plans, Payroll Deduction Life..., Payroll Administration, COBRA Administration, FMLA Administration, Section 125 Plans..., Critical Illness, Accident, COBRA, FMLA, Health Savings Accounts, Insurance, Payroll, Cancer, Small Business, Estate Planning, Fixed Annuities, Brokers, 401k, Pensions, Term Life Insurance, Workers Compensation, Public Policy
Education
The American College 1997 — 2000
CLU
Emporia State University 1981 — 1983
BSB, Marketing
Hutchinson Community College 1978 — 1981
AA, Business
Leadership Kansas
Thought Arbitrage Research Institute September 2008 - Present
Mutual of New York July 1994 - July 2008
Skills
Financial Analysis,..., Financial Risk, Risk Management, Financial Modeling, Investments, Economics, Equities, Portfolio Management, Statistics
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (MBA), Finance, General
Columbia University 1981 — 1985
Bachelor of Applied Science (B.A.Sc.), Electrical, Electronics and Communications Engineering
Farmingdale State University of New York
Farmingdale State University of New York
Farmingdale State University of New York
Daikin Applied September 2008 - Present
McQuay International August 2003 - September 2008
Carrier Corporation August 1995 - July 2003
Mutual of New York May 1990 - August 1995
Skills
Experienced Manager, Cross-functional teams, Creative and Innovative, Product Lifecycle..., Strategic Marketing, Product and Marketing..., Product Launch, Product Development, Marketing Strategy, Management, Cross-functional Team..., Business Development, Product Management, Market Research, Forecasting, Marketing, Pricing, Sales
Education
Le Moyne College 1986 — 1990
Bachelor of Science (BS), Finance/Marketing
ISSI Technology Professionals (Syracuse, NY) April 2005 - Present
TKO's - Technical Knockouts (metro D.C.) April 2005 - Present
Syracuse Symphony August 2004 - April 2005
Syracuse University August 1994 - May 2003
Mutual of New York 1987 - 1994
Genigraphics Corporation 1984 - 1987
IMI Systems, Inc. 1984 - 1985
Skills
Technical Recruiting, Resume Writing, Talent Acquisition, Applicant Tracking..., Interviewing, Interviews, Recruiting, Executive Search, Contract Recruitment, Temporary Placement, Leadership, Temporary Staffing, Internet Recruiting, Sourcing, Networking
Education
Syracuse University 1994 — 1996
M.S.
Syracuse University 1978 — 1983
B.A.
Jamesville Dewitt High School
Dave Perry-Miller & Assoc. division of Ebby Halliday.. DFW January 2004 - Present
PASS-Professional American Security Systems August 1996 - August 2002
Prudential Securities July 1986 - August 1996
PaineWebber October 1983 - July 1986
Rauscher Pierce January 1981 - September 1983
Mutual of New York September 1974 - December 1980
Rauscher Pierce August 1967 - July 1974
Skills
Single Family Homes, Real Estate, Sellers, Sales, Residential Homes, Relocation, ABR, Investments, First Time Home Buyers, Buyer Representation, Portfolio Management, New Home Sales, Listings, Investment Properties, Townhomes, Luxury
Education
Southern Methodist University - Cox School of Business 1964 — 1974
BS MS,, BS Finance 69..MS Economics 74
Southern Methodist Universtiy 1964 — 1969
BS, Finance, General
CoreNorth Capital Planning July 2014 - Present
New England Financial, A MetLife Company October 1998 - July 2014
Mutual of New York April 1985 - September 1998
Kansas State Network (KSN) January 1981 - March 1985
KTSB Channel 27 June 1977 - December 1980
Skills
Retirement Income..., Retirement Plan..., Estate Distribution..., Financial Education..., Charitable Giving, Center for Special..., Long Term Care..., Retirement Income and..., Single Parent/Financial..., Financial Planning, Wealth Management
Education
University of Kansas 1973 — 1977
Bachelor of Science (B.S.)-News and Editorial Writing & Radio, TV, Film, Communication, Journalism, and Related Programs
The American College
Chartered Financial Consultant, Personal Finance
Banner Bank September 2013 - Present
CoStar Group 2012 - September 2013
Associated Bank 2009 - May 2012
GE Capital February 2006 - February 2009
GE Capital September 2003 - March 2006
GE Capital February 2002 - September 2003
GE Capital January 2000 - January 2002
GE Capital April 1998 - January 2000
IKON Office Solutions/Copiers Northwest April 1997 - April 1998
Mutual of New York May 1996 - April 1997
Skills
Commercial Lending, Loans, Credit Analysis, Credit, Commercial Banking, Portfolio Management, Underwriting, Banking, Financial Analysis, Credit Risk, Loan Origination, Commercial Mortgages, Risk Management, Relationship Management, Cash Flow Lending, Lines Of Credit, Middle Market, Syndications, Cross Selling, Due Diligence, Real Estate Economics, SBA, Real Estate, Business Development, Financial Modeling, Leadership, Mergers & Acquisitions, Financial Services, Strategy, Financial Risk, Finance, CRM, Management, Structured Finance, Cash Management, New Business Development, Selling, Business Strategy, Sales, Negotiation, Mortgage Lending, Financial Structuring, Analytics, Investments, Commercial Real Estate, Executive Management, Corporate Finance, Sales Management, Pricing, Asset Management
Education
Seattle Pacific University - School of Business and Economics 1984 — 1987
BA, Finance
New York Life March 2011 - Present
New York Life September 2005 - March 2011
New York Life June 2000 - September 2005
Mutual of New York April 1997 - March 2000
MetLife March 1993 - March 1997
Skills
Thought Leadership, Sales, Training, Wealth, Recruiting, Leadership, Financial Recruiting, Marketing, Management, Team Building, Strategic Planning, Life Insurance, Coaching, Public Speaking, Marketing Strategy
Education
The American College 2011 — 2014
Chfc, Finance and Financial Management Services
The American College 2010 — 2011
CLF, Organizational Leadership
The American College 2000 — 2004
CLU, Insurance
Faculty of Management Studies FMS 1984 — 1986
Master of Business Administration (MBA), Marketing
Delhi University 1980 — 1986
Bachelor of Commerce (BCom), Marketing
John Arquette Properties March 2009 - Present
Mutual Of New York June 1981 - January 1990
Skills
Sellers, Buyer Representation, Real Estate, Relocation, First Time Home Buyers, Buyers, Residential Homes, Single Family Homes, Listings, New Home Sales, Luxury, Condos, Townhomes, ABR, Negotiation, Customer Service, Investment Properties, Short Sales, Referrals, Advertising, Construction, Contract Negotiation, Real Property, Seniors, Move Up Buyers, New Homes, HUD, Vacation Homes, Listing Homes, Selling, Real Estate Transactions, Foreclosures, Waterfront, Income Properties, SFR, Marketing Strategy, Rentals, Home Staging, REO, Council of Residential..., e-PRO, First Time Buyers, Residential, Customer Relations, Purchase, Problem Solving, Home, Land, Buying, Real Estate Investment
Education
Onondaga Community College 1980 — 1981
Business Science, Business, Economics, computers
MassMutual Dallas-Fort Worth September 2003 - Present
Allegiant Wealth Management / MassMutual September 2003 - December 2013
Penn Mutual 1998 - 2003
Mutual of New York 1994 - 1998
MetLife 1993 - 1994
Skills
Securities, Insurance, Investments, Investment Advisory, Sales, Recruiting, Financial Planners, Fixed Annuities, Life Insurance, Retirement Planning, Disability Insurance, Long-term Care, Employee Benefits, Risk Management, Small Business, Series 63, Retirement, 401k, Series 6, Series 7
Education
IBCFP 2000 — 2000
Certified Financial Planner Designation, CFP
American College 1998 — 2000
Chartered Life Underwriter, Insurance
Texas Tech University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance, General
Retired and enjoying time to pursue personal interests October 2013 - Present
Mobile Guides Of New England September 2011 - April 2013
Knights of Columbus April 2006 - September 2011
Bank Of New York 2005 - 2006
Aon 2002 - 2005
New England Financial 1997 - 2002
MetLife 1997 - 2002
Interim Technology 1992 - 1997
Mutual of New York 1982 - 1992
Skills
Customer Service, Quality Assurance, Restructuring, CRM, Budgets, Management, Vendor Management, Business Analysis, Project Portfolio..., IT Management, Risk Management, SDLC, Project Management, Software Documentation, IT Strategy, Operations Management, Strategic Planning, Business Development, Recruiting, MS Project, Marketing, Insurance, Coaching, Program Management, Process Improvement, Cross-functional Team..., Business Process..., Change Management, Strategy, Management Consulting, Software Development, Analysis, Business Intelligence, Team Building, Team Leadership, Start-ups, Outsourcing, Business Process, Executive Management, PMO, Integration
Education
Onondaga Community College
Syracuse University
Discovery Communications March 2007 - Present
NBCUniversal, Inc. January 2004 - February 2007
NBCUniversal, Inc. June 1991 - January 2004
NBCUniversal, Inc. January 1982 - June 1991
Mutual of New York 1979 - 1982
Education
Brooklyn College
BA, Sociology
New York University April 2009 - Present
Maher Terminals September 2006 - January 2009
SAIC May 2005 - September 2006
Sony Electronics December 1989 - May 2005
Mutual of New York January 1988 - December 1989
ITT Industries April 1984 - January 1988
Midlantic National Bank September 1982 - April 1984
Skills
Data Modeling, Databases, Oracle, PL/SQL, SDLC, Business Analysis, ETL, Linux, Analysis, Microsoft SQL Server, Unix, Software Project..., Software Development, Programming, Requirements Analysis, Requirements Gathering, IT Management, Enterprise Architecture, Data Warehousing, Windows, Program Management, Visio, Troubleshooting, Business Intelligence, Disaster Recovery, Testing, Vendor Management, SQL, Database Design, Integration, Systems Analysis, SharePoint, Sybase, DB2
Education
Montclair State University 1979 — 1983
BS, Computer Science
Montclair State University 1979 — 1983
Bachelor of Science (BS), Computer Science
Praxair, Inc August 2013 - Present
Praxair, Inc January 2012 - July 2013
Praxair, Inc November 1998 - December 2011
Clarion Marketing and Communication January 1998 - November 1998
Mutual of New York October 1994 - January 1998
Continental Grain Company August 1992 - October 1994
Federal Reserve Bank January 1991 - August 1992
Skills
Employee Relations, Deferred Compensation, Talent Management, Performance Management, Employee Engagement, Talent Acquisition, Human Resources, Recruiting, Succession Planning, HRIS, Organizational..., Personnel Management, Training, Employee Training, HR Policies, Leadership, Management, Employee Benefits, Mergers & Acquisitions, Labor Relations, Performance Appraisal, Benefits Administration, Process Improvement, Interviews, Team Building, PeopleSoft, Career Development, Temporary Placement, Coaching
Education
SUNY at Stony Brook
Bachelor of Arts, Psychology
Pace University
Masters of Business Administration, Human Resources
Scholastic Inc. April 2004 - Present
Phillips-Van Heusen January 2003 - April 2004
American Express July 2002 - January 2003
J&J Pharmaceutical R&D, L.L.C. October 2001 - July 2002
Cablevision April 2001 - October 2001
The American Financial Group, Inc. June 2000 - March 2001
International Flavors & Fragrances, Inc. July 1998 - June 2000
Phillips Van-Heusen Corp. April 1992 - July 1998
Mutual of New York June 1990 - April 1992
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Product Management, Software Project..., Project Planning, Project Management, Testing, SDLC, Team Leadership, Business Process, Training, Visio
Education
Fairleigh Dickinson University 1994 — 1998
MBA
Susquehanna University 1986 — 1990
BS
Kent Place School 1982 — 1986
The Medicus Group June 2014 - Present
Park Avenue Securities January 2012 - Present
Consolidated Planning, Inc. January 2012 - Present
MetLife Securities, Inc 2002 - December 2011
MetLife March 2009 - December 2010
MassMutual Financial Group September 1998 - March 2002
Mutual of New York September 1995 - September 1998
Paul Revere Insurance Group May 1992 - September 1995
Education
Hanover College 1988 — 1992
B.A., Business Administration
New Castle High Schol
Southern HealthCare Management June 2014 - Present
Southern HealthCare Management 2014 - 2015
Southern HealthCare Management 2014 - 2015
Southern HealthCare Management 2014 - 2015
Duke University December 2009 - May 2014
Lockheed Martin Information Technology May 2007 - December 2009
CSC 2003 - 2007
Lockheed Martin 1996 - 2003
Mutual of New York 1981 - 1992
Mutual of New York 1981 - 1992
Skills
Active Directory, Operating Systems, Troubleshooting, System Administration, Windows, Computer Hardware, Lotus Notes, Requirements Analysis, Servers, Network Administration, Project Management, Security, Networking, XP, Technical Support, Windows Server, Network Security, Microsoft Exchange, Citrix, Windows XP
Education
Mohawk Valley Community College 1975 — 1977
AA
Northwestern Mutual December 2013 - Present
Mutual of New York September 1986 - October 1997
Gibsons Discount Center April 1980 - September 1986
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Outlook, Event Planning, Time Management, Public Speaking, Insurance, Teamwork, Leadership
Education
Eastern Montana College (MSUB) 1978 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
Montana State University-Bozeman 1980 — 1981
Business
Edward Jones & Co. March 2015 - Present
Great Meadows Middle School 2012 - 2014
Kinnelon High School 2010 - 2012
Yong-In University June 2009 - July 2009
Mutual of New York 1986 - 2000
Skills
Customer Service, Community Service, Teaching, Problem Solving, Tutoring, Public Speaking, Nonprofits, Special Education, Series 7, Sales, Child Development, Research, Long Term Care Insurance, Literacy, Marketing Strategy, Business Strategy, Social Media Marketing, Mutual Funds, New Business Development, Insurance, Series 66, Business Process..., Customer Satisfaction, Leadership, Strategic Planning, Management, Social Media, Marketing, Bonds, Coaching
Education
The College of New Jersey 2010 — 2012
Master of Education (M.Ed.), Education
Centenary College 2007 — 2010
Bachelor of Arts (B.A.), English Language and Literature, General
Neumann Prep
Vermont Brokerage Services August 2000 - Present
Comprehensive Benefits Administrator, Inc. (CBA) August 1995 - July 2000
Vermont Retail Association March 1993 - July 1995
Marble Insurance and Financial Services August 1989 - March 1993
Mutual of New York June 1986 - August 1989
Skills
Sales, Competitive Marketing..., Presentation Building, Program Development, Employee Benefits, Corporate Group..., Design and..., Insurance, Underwriting, Customer Service, Leadership, Strategic Planning, Disability Insurance, Marketing Strategy, Marketing, Life Insurance, Team Building
Education
The American College 1986 — 1987
Certificate of Completion, Insurance Marketing / Regulatory Compliance
University of Vermont 1982 — 1985
Computer Science / Business Law
Lyndon State College 1980 — 1982
Communication Arts and Science
Golden Memories Transportation and Tours August 2010 - December 2013
Smith Boys of Canandaigua April 2007 - December 2009
Wheatland-Chili Central School August 2005 - March 2007
Shumway Marine April 2002 - June 2005
Smith Boys of Rochester April 1994 - March 2002
Mutual of New York October 1992 - March 1994
Citibank Student Loans June 1985 - June 1992
Allstate Insurance Company January 1979 - June 1985
Skills
Microsoft Excel, Marketing Strategy, Public Speaking, Sales Management, Outlook, Social Media, Sales, New Business Development, Customer Service, Microsoft Office, Microsoft Word, Team Building, Event Planning, Marketing
Education
State University of New York College at Fredonia 1972 — 1974
Masters in Music Education, Music Teacher Education, Magna cum Laude
State University of New York College at Buffalo 1969 — 1972
Bachelors of Arts, Music, Magna cum Laude
Saundra M. Gumerove, Esq. October 1990 - Present
AHRC Nassau 1992 - Present
NYSARC, Inc October 2012 - Present
NYSARC, Inc 2010 - Present
Mutual of New York 1986 - 1990
MONY Credit Corp 1986 - 1990
Manufacturers Hanover Trust Company 1976 - 1986
Skills
Estate Planning, Guardianship, Public Speaking, Special Education, Special Needs Trusts, Litigation, LLC, Wills, Real Estate, Developmental..., Community Outreach, Elder Law, Business Transactions, Trusts, Nonprofits, Hearings, Policy, Property Law, Disabilities, Blogging, Special Needs Planning, Guardianships
Education
Hofstra University School of Law 1973 — 1976
JD
American University 1969 — 1972
BA
AXA Tech September 2008 - Present
AXA Tech 2004 - Present
The MONY Group 2003 - 2004
The MONY Group 1997 - 2002
CSC 1995 - 1997
Mutual Of New York 1986 - 1994
Education
Utica College 1980 — 1983
Dual BS, Business Administration & Computer Science
Mohawk Valley Community College 1978 — 1980
AS, Business Administration
Adventure Unlimited 2009 - Present
Bullwinkle Capital Formation Group, LLC January 2000 - December 2010
Neocon Associates, Inc. 2000 - December 2010
Evergreen Software Partners, LLC January 1995 - December 1999
Great-West Life October 1990 - June 1992
Centennial Business Development Fund March 1983 - September 1990
Forest Oil Exploration Co. July 1981 - March 1983
Mutual Of New York January 1968 - June 1981
Skills
Coaching, Mergers & Acquisitions, Venture Capital, Management, Investments, Portfolio Management, Joint Ventures, Securities, Strategic Planning, Team Building, Nonprofits, Leadership Development, Leadership, Public Speaking, Entrepreneurship, Fundraising
Education
Columbia University - Columbia Business School 1978 — 1978
Advanced Management, Business
University of Michigan - Stephen M. Ross School of Business 1962 — 1963
MBA, Finance
Principia College 1958 — 1962
BA, Business
Omaha Storm Chasers June 2012 - Present
Richmond Flying Squirrels September 2009 - Present
JOSS Realty Partners LLC May 2005 - Present
Broadway Real Estate Partners LLC January 2001 - January 2004
Fortress Investment Group 1997 - 2000
Mutual of New York 1993 - 1996
Prudential Real Estate 1988 - 1991
Skills
Real Estate Investment, Real Estate Economics, Disposition, Real Estate Financing, Asset Managment, Real Estate Development, Real Estate, Brokerage, Real Estate Transactions, Valuation, Leases, Investments, Due Diligence
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Finance
Georgetown University 1984 — 1988
BSBA, Finance, General
BSG Team Ventures Boston Search Group, Inc. January 2006 - Present
Future Search LLC July 2001 - December 2005
WJM Associates March 1999 - July 2001
Skott/Edwards Consultants May 1994 - March 1999
Lerner New York, Division of Limited Inc. 1992 - 1994
Mutual of New York 1987 - 1992
Skills
Administrative..., Business Development, Business Strategy, Entrepreneurship, Executive..., Executive Management, Executive Search, Higher Education, Leadership, Marketing Strategy, Office Administration, Program Management, Project Management, Research, Start-ups
Education
Berkeley College
SAP January 2013 - Present
Ariba December 2007 - January 2013
Procuri February 2000 - December 2007
CUNA Mutual Group May 1998 - January 2000
Mutual of New York July 1997 - May 1998
Victory Life Insurance Company June 1991 - May 1997
Skills
Cloud Computing, SaaS, Ariba, Procurement, Enterprise Software, Business Transformation, Professional Services, Start-ups, Go-to-market Strategy, Outsourcing, Strategic Partnerships, Business Alliances, Product Management, Cross-functional Team..., Vendor Management, Business Process..., Strategy
Education
Tulane University - A.B. Freeman School of Business 1987 — 1991
MBA, Finance, General
Tulane University Law School 1987 — 1991
Juris Doctor, Law
Tulane University - A.B. Freeman School of Business 1983 — 1987
Bachelor's Degree, Business - concentration in finance
Stellar Senior Living, LLC February 2012 - Present
Redfish Insurance Group, LLC 2002 - Present
Redfish Capital LLC 2009 - 2011
The Fitness Club 2008 - 2011
Mutual of New York 1999 - 2002
Skills
Entrepreneurship, Elder Care, Social Media Marketing, Strategic Planning, Public Speaking, Insurance, Marketing, Leadership, Start-ups, E-commerce, Healthcare, Long-term Care, Marketing Strategy, Employee Benefits, Strategy
Education
Brigham Young University 1993 — 1999
B.S., Spanish Language and Literature
UBS Financial June 2006 - Present
UBS 2006 - Present
UBS Financial 2006 - Present
Prudential Financial December 1996 - May 2006
Mutual of New York June 1994 - November 1996
Education
New York University 1990 — 1996
M.S., Information Systems Auditing
URS August 2010 - Present
Plainsboro Fire Company 1989 - 2011
Stern + Associates 2008 - 2010
Educational Testing Service January 2003 - January 2008
Princeton eCom 2000 - 2002
Integrated Marketing Services 1997 - 2000
Gillespie 1993 - 1997
Mutual Of New York 1990 - 1993
Bell Atlantic Corporation 1985 - 1987
Herald-News 1979 - 1982
Skills
Public Relations, Writing, Advertising, Crisis Management, Media Relations, Strategic Planning, Strategic Communications, Social Media, Customer Relations, Budgeting, Public Speaking, Vendor Relations, Copywriting, Editing, Marketing Strategy, Marketing Communications, Event Planning, Newsletters, Program Management, Change Management, Internal Communications, Corporate Communications, New Business Development, Non-profits, Vendor Management, Business Planning, Integrated Marketing, Online Marketing, Event Management, Firefighting, Safety, Fire Department..., Fire Officer, Fire Department Safety..., Critical Incident..., Start-ups, Proposal Writing, Project Planning, Copy Editing, Customer Service, Press Releases, Crisis Communications, Nonprofits, Budgets, Management, Online Advertising
Education
College of the Holy Cross 1972 — 1976
B.A, Political Science
Xavier High School, New York
High School Diploma
First Allied Securities, Inc. June 2000 - Present
AXA Equitable May 1998 - June 2000
Mutual of New York June 1996 - May 1998
Salomon Smith Barney April 1995 - June 1996
Skills
Finance, Financial Services, Fixed Annuities, Series 63, Variable Annuities
Education
San Diego State University-California State University 1994 — 1997
Bachelors Degree, Business Management
AXA Equitable Lead QA AnalystThe MONY Group/AXA-Equitable1979 - Present
Mutual of New York 1979 - 2005
Education
State University of New York Empire State College 1998 — 2000
Lincoln Financial Distributors Insurance SpecialistFidelity Investments2004 - 2005
Mutual of New York 2002 - 2004
Education
Southern New Hampshire University 1993 — 1995
MBA, Labor Relations & Arbitration
Daniel Webster College 1988 — 1991
BS, Air Traffic Control
Utica National Insurance Group April 2013 - Present
AXA Equitable December 2012 - March 2013
AXA Equitable January 2008 - December 2012
AXA Equitable 2005 - 2007
The MONY Group 1998 - 2004
GUIDE International 1989 - 1999
Niagara Mohawk 1991 - 1997
Mutual of New York 1984 - 1991
Syracuse University 1983 - 1985
Caterpillar July 1981 - September 1983
Skills
SDLC, Process Improvement, Vendor Management, Business Analysis, Project Management, Project Portfolio..., Program Management, Risk Management, Software Project..., IT Strategy, Business Process..., Strategic Planning, Six Sigma, Cross-functional Team..., Change Management, Requirements Analysis, Portfolio Management, Business Intelligence, Analysis, Social Media, Budgets, Project Planning, Software Documentation, Strategy, CRM, Training, PMP, Business Requirements, Management, PMO, Leadership, Integration, Software Development, Governance, Project Delivery
Education
Syracuse University 2012 — 2013
Information Studies - Social Media
Thunderbird School of Global Management 2010 — 2012
Master's degree, Master of Global Management
Syracuse University - Martin J. Whitman School of Management 1983 — 1985
MBA, Management Information Systems
Illinois State University 1980 — 1981
B.S., Accounting
Illinois Central College 1978 — 1980
A.S., Data Processing
Bradley University 1977 — 1978
Engineering
Tremont High School 1973 — 1977
High School Diploma, Math, Science, English, German
New York Life December 2002 - Present
Aviva Life Insurance / Bankers Life Ins Co of NY 2000 - 2002
Bankers Life Insurance Company of NY 2000 - 2002
Mutual of New York November 1994 - February 2000
Skills
Actuarial Science, Embedded Value, Actuaries, Life Insurance, Variable Life, Insurance, Universal Life, Financial Risk, Financial Analysis, Pension Funds, Actuarial Consulting, Underwriting, Strategic Financial..., General Insurance, Disability Insurance, Actuarial Exams, Access
Education
New York University 1989 — 1993
BS, Quantitative Analysis
New York University - Leonard N. Stern School of Business 1989 — 1993
B.S., Actuarial Science
Jones Lang LaSalle August 1997 - Present
Mutual of New York March 1991 - June 1997
First Winthrop Corporation June 1985 - April 1991
Skills
Real Estate, Corporate Real Estate, Dispositions, Leases, Commercial Real Estate, Location Intelligence, Real Estate Development, Real Estate Transactions, Disposition, Property Management, Real Estate Economics
Education
Briarcliffe College 1984 — 1985
Associate of Science (A.S.)
AIG Advisor Group September 1997 - Present
AIG Royal Alliance 1997 - 2009
Mutual of New York 1994 - 1997
Skills
Event Planning, Meeting Planning, Corporate Events, Management, Hospitality Industry, Event Management, Budgets, Business Development, Resorts, Outlook, Series 7, Mutual Funds, Series 24, Leadership, Program Management, CRM, Sales, Executive Management, Marketing Strategy, Sales Management, Marketing, Negotiation, Series 63, Series 6, FINRA, Contract Negotiation, Public Relations, Social Media Marketing, Series 65, Marketing Communications, Variable Annuities, Uniform Combined State..., Separately Managed...
Education
State University of New York College at Oneonta 1976 — 1979
AXA Equitable July 2004 - Present
Mutual of New York June 1985 - June 2004
Abraham & Strauss June 1982 - June 1985
Skills
Business Analysis, SDLC, Project Portfolio..., Vendor Management, Software Project..., IT Strategy, Program Management, Process Improvement, Business Process..., Requirements Analysis, Project Management, PMO, Change Management, Project Delivery, Risk Management, PMP, Visio, Systems Analysis, Enterprise Architecture, Cross-functional Team..., Quality Assurance, Resource Management, Business Requirements, Software Documentation, Analysis, Leadership
Education
Grumman Data Systems, Inc 1982 — 1983
Certificate, Computer Programming
College of New Rochelle 1975 — 1979
Bachelors, Biology & Chemistry
AXA Equitable September 2010 - Present
Mutual of New York 1989 - 2008
Skills
Mutual Funds, Business Analysis, Series 7, Financial Services, Investments, Wealth Management, Insurance, Retirement Planning, Risk Management, Strategic Financial..., 401k, Fixed Annuities, Securities, Financial Planning
Education
State University of New York College at Fredonia 1980 — 1984
BS, Business
Henninger High School 1976 — 1979
Ruth Hirsch Associates December 2011 - Present
Ruth Hirsch Associates, Inc 1998 - 2011
Mutual of New York 1984 - 1998
Education
St. Paul School of Theology 1967 — 1971
Masters of theology, Religion
Iowa State University 1963 — 1967
BA, Sociology, Psychology, Religion
JCD Communications 1996 - Present
Mutual of New York 1986 - 1996
The MONY Group 1986 - 1996
JCPenney June 1981 - January 1986
Skills
Writing, Copywriting, Editing, Newsletters, Brochures, Advertising, Corporate Communications, Speech Writing, Marketing Communications, Publications, Internal Communications, Advertising Copy, Ghostwriting, Video, Copy Editing, Freelance Writing, Creative Writing
Education
Boston University 1977 — 1981
BS, Communications
Maria Regina High School, Hartsdale, NY 1973 — 1977
Zip Realty October 2007 - June 2009
Suffolk University August 1991 - October 1999
Suffolk University 1991 - 1999
Eleanor Roberts Institute 1986 - 1988
Mutual of New York 1985 - 1986
Copley Business Service 1983 - 1985
Skills
Foreclosures, Microsoft Office, Residential Homes, Condos, First Time Home Buyers, Townhomes, REO, Sellers, Single Family Homes, Real Estate
Education
Suffolk University 1993 — 1999
Psychology
Christopher Columbus 1982 — 1984
Friedman Agency Inc. December 2003 - Present
MassMutual December 2002 - December 2003
Mutual of New York August 2000 - December 2002
Allstate Insurance April 1988 - August 2000
Education
Old Dominion University 1976 — 1979
BS, Medical Technology
BB&T 2005 - Present
SouthTrust Bank 2000 - 2005
Hatfield Philips International 1998 - 2000
Mutual of New York 1989 - 1996
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.), Economics
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance and Real Estate
Wilton Re September 2008 - Present
Wilton Re January 2005 - September 2008
Banc of America Securities 2002 - 2005
Credit Suisse First Boston January 1999 - December 2001
Donaldson, Lufkin & Jenrette 1991 - 1999
Goldman Sachs August 1987 - April 1991
Meriill Lynch 1986 - 1986
Mutual of New York August 1983 - August 1984
Skills
Private Equity, Financial Modeling, Investments, Series 7, Financial Analysis, Valuation, Management, Capital Markets, Portfolio Management, Fixed Income, Risk Management, Financial Risk, Alternative Investments, Investment Banking, Equities, Insurance, Hedge Funds, Asset Allocation, Securities, Mergers & Acquisitions
Education
Harvard Law School 1984 — 1987
JD
Yale University 1979 — 1983
BA, History
SUNY Upstate Medical University October 2010 - Present
Onondaga Community College September 2009 - Present
North Medical PC March 2010 - October 2010
Ophelia's Place 2010 - 2010
BNY Mellon December 2005 - November 2009
AXA EQUITABLE (formerly The MONY Group) January 2002 - October 2005
AXA Equitable January 1998 - January 2002
CSC January 1995 - January 1998
Mutual of New York May 1989 - December 1994
Mutual of New York May 1988 - December 1989
Skills
Program Management, Business Analysis, Change Management, Project Management, Process Improvement
Education
Keuka College 2010 — 2011
MS, Management
Adelphi University 1980 — 1985
B.S, Business Managemet / IT
AXA through Trigyn Data AnalystSeeking Employment as a Data AnalystSeptember 2013 - August 2014
St. Joseph Medical Center January 2013 - September 2013
ISSI Technology Professionals April 2010 - December 2012
Bank of New York 2003 - 2009
Mutual of New York 1974 - 2002
MONY 1974 - 2002
Skills
Data Modeling, SQL, SDLC, Business Analysis, Relational Databases, Erwin, Visio, COBOL, ETL, DB2, Requirements Gathering, Data Warehousing, Software Documentation, Data Analysis, Systems Analysis
Education
Clarkson University 1971 — 1973
MS, Math
Michigan State University 1968 — 1971
BS, Math
Prudential Financial May 1989 - Present
Mutual of New York August 1985 - May 1989
AIG Life Insurance Company June 1984 - August 1985
John Hancock Life Insurance Company (U.S.A.) March 1983 - June 1984
Morania Oil Tanker Corporation May 1977 - March 1983
Skills
Insurance, Life Insurance, Project Management, Financial Services
Education
The American College 2005 — 2010
Masters of Science, Financial Services
The George Washington University 2002 — 2004
Master's Certificate, Project Management
State University of New York Maritime College 1973 — 1977
BS, Meteorology & Oceanography
MetLife Systems AnalystNew England Financial1996 - 1996
Mutual of New York 1984 - 1996
Skills
Vendor Management, SDLC, IT Strategy, Requirements Gathering, Systems Analysis, Requirements Analysis
Education
State University of New York College at Geneseo 1969 — 1972
BA, English
RC Heating & Cooling, LLC April 1999 - Present
Mutual Of New York September 1980 - November 1990
Skills
Contract Negotiation, Negotiation, Strategic Planning
Education
William Paterson University of New Jersey 1979 — 1982
B/A ADMIN/ACCOUNTING, BUS. ADMIN/ACCTG, BA
St. Peter's College
Bachelor of Business Administration (B.B.A.)
Facility Solutions Group 1985 - Present
Mutual of New York 1978 - 1985
Skills
New Business Development, Account Management, Project Management, Sales Management, Consulting, Mentoring, Energy Efficiency, Lighting Design, Lighting Control, Energy Conservation, Solid State Lighting, Financial Audits, Solar Energy, Energy Audits, Contract Negotiation, Key Account Management, Sales Operations, Sales, Energy Management, Contract Management, Management, Operations Management, Start-ups, P&L Management, Budgets, Product Management, Architectural Lighting, Team Building, Strategic Planning, Direct Sales, Lighting, Pricing, LED lighting systems, Selling, Building Automation, Negotiation, Energy, Purchasing, Business Strategy, Team Leadership, Cold Calling, National Accounts, Business Planning, B2B
Education
Harding University 1976 — 1978
Marketing
NCQLP
LEED AP, BC+D
The American College 1980 — 1981
Certifed Life Underwriter (CLU)
CSC August 1988 - Present
Raytheon Missile Systems June 2005 - October 2012
The Travelers Insurance Company August 1986 - July 1988
Mutual of New York June 1979 - June 1986
Skills
ABAP, SAP, SAP Implementation, SAP R/3, IDOC, SAP ERP, SD, SAP Netweaver, Integration, Data Migration, Business Analysis, Requirements Analysis, Business Process..., Data Conversion, Materials Management, Supply Chain Management, Project Management, Bill of Materials, Legacy Systems, LSMW, SAP MM, SAP PP, SAP Project Management, SAP Application..., Certified SAP Consultant, SAP Supply Chain, SAP Testing, SAP Workflow
Education
SUNY Potsdam 1975 — 1979
BA, Computer and Mathematics
Oswego High School 1971 — 1975
Bombardier/Learjet February 2010 - Present
Greater Wichita YMCA January 2002 - Present
Bombardier September 2008 - April 2010
Bombardier Flight Test Center November 1996 - August 2008
Mutual of New York January 1986 - November 1996
Skills
Technical Writing, Aerospace, Systems Engineering, Aviation, Program Management, Aircraft, Flight Test, Team Leadership, Leadership Development, Change Management, Military, Process Improvement, Six Sigma, Training, Cross-functional Team..., Engineering Management, Continuous Improvement, Leadership, Software Documentation, Project Management, Project Planning, Testing, Team Building, Management, Engineering, Quality Assurance, Integration, Manufacturing, Lean Manufacturing, Analysis, Security Clearance, MS Project
Education
Berean Academy
Friends University
Business
Wealth Strategies Northwest / affiliated with The Guardian Life Insurance Company March 2000 - Present
Mutual of New York July 1985 - March 2000
Skills
Office Management, Operations Management, Employee Management, Human Resources, Employee Benefits, Employee Relations, Insurance, Life Insurance, Disability Insurance, Retirement, Health Insurance, Account Management, Sales Management, Sales, Term Life Insurance, Small Business, Investments, Long Term Care Insurance, Strategic Financial..., Management, Strategic Planning
Education
Mt. Hood Community College
Walla Walla Community College
Transamerica Financial Advisors, Inc. 2013 - Present
Brown Brothers Harriman 2011 - 2013
Brown Brothers Harriman 2000 - 2011
PFPC GLOBAL FUND SERVICES 1999 - 2000
PFPC GLOBAL FUND SERVICES 1997 - 1999
PFPC GLOBAL FUND SERVICES 1995 - 1997
THE BOSTON COMPANY 1992 - 1995
MUTUAL OF NEW YORK 1990 - 1992
Skills
Extensive managerial,..., Performance Measurement, Attribution, Risk Measurement, Benchmarking, Portfolio Management, Financial Services, Management, Strategy
Education
Northeastern University 1986 — 1991
Bachelor of Science (B.S.), Finance and Marketing
Resource Financial Network January 2001 - Present
Phoenix Home Life 1996 - 2001
Mutual of New York 1988 - 1995
Western Dubuque High School 1975 - 1987
Skills
Financial Analysis, FINRA, Customer Service, Finance, Retirement Planning, Insurance, Securities, Wealth Management, Data Analysis, Cross-functional Team..., Marketing Strategy, Investments
Education
Loras College 1971 — 1975
MA, Secondary Administration
Re/Max Park Place March 2013 - Present
Loxodrome Software.com January 1997 - Present
Diversified Investment Advisors January 1998 - July 2003
Diversified Investment Advisors February 1994 - December 1997
Mutual Of New York July 1991 - February 1994
Mutual Of New York July 1989 - July 1991
Mutual Of New York February 1985 - July 1989
Mutual Of New York September 1983 - February 1985
Skills
QuickBooks, Microsoft Excel, Microsoft Word, Account Reconciliation, Bookkeeping, Benefits Administration, Customer Service, Business Analysis, Project Management, Management, Microsoft Office
Education
Fordham University 1986 — 1991
MBA, Management Information Systems, General
Siena College 1981 — 1983
BS, Finance
Bucks County Community College September 2008 - Present
Rockland Community College 1990 - 1996
Mutual of New York 1988 - 1989
New York Life Insurance Company 1985 - 1988
Education
State University of New York College at Plattsburgh 1980 — 1984
BA, English
Arcadia University
Working towards MA, English
Premier Financial Associates January 1992 - Present
Premier Financial Associates January 1992 - Present
Premier Financial Associates 1992 - Present
Premier Financial Associates 1992 - Present
Premier Financial Associates 1992 - Present
Premier Financial Associates 1992 - Present
Mutual of New York 1986 - 1992
Skills
Financial Planning, Retirement, Insurance, Investments, Fixed Annuities, Financial Advisory, Retirement Planning, Strategic Financial..., Life Insurance
Education
Bob Jones University 1971 — 1975
Bachelor of Science in Accounting, Accounting & Finance
Richenstein Insurance Group, Inc. 1997 - Present
Mutual of New York 1995 - 1997
Skills
B2B, New Business Development, Sales, Health Insurance, Public Speaking, Sales Management, Social Media Marketing, Marketing, Advertising, Insurance, Marketing Strategy, SEO, Healthcare, Fixed Annuities, Email Marketing, Online Marketing, Social Media, Small Business, Customer Service
Education
Syracuse University 1974 — 1978
BS, Business, Management, Marketing, and Related Support Services
Dwight High School
Thriving Youth Connected Community April 2009 - Present
Salomon Brothers September 1977 - December 1980
Mutual of New York June 1975 - September 1977
Skills
Public Speaking, Research
Education
New York Medical College 2001 — 2004
Masters, Public Health
Bowling Green State University 1971 — 1975
Bachelors in Science, Mathematics
St Joseph's Hospital Health Center April 2013 - Present
BNY Mellon August 2010 - April 2013
The Penn Traffic Company February 1994 - July 2010
Mutual of New York May 1985 - August 1992
Agway April 1979 - April 1985
Skills
Tivoli, AIX, Unix, Operating Systems, Mainframe, Troubleshooting, Linux
Education
Syracuse School of Automation 1975 — 1976
Cobol & Electronics
Onondaga Community College 1973 — 1975
Unum Insurance Group November 1997 - Present
Unum 1997 - 2011
Mutual of New York May 1994 - November 1997
Education
Le Moyne College 1990 — 1991
B.S., Business Admin.
BB&T September 2010 - Present
FBA401k February 2002 - February 2010
Diversified Investment Advisors January 1997 - September 2001
Diversified Investment Advisors June 1994 - December 1997
Mutual of New York June 1990 - May 1994
Mutual of New York August 1988 - June 1990
Education
State University of New York College at Plattsburgh 1987 — 1988
BS, Marketing
Rockland Community College 1983 — 1985
Associates, Business Administration
Semons Financial Group July 1995 - Present
Rugged Creek Fly Rods August 2012 - Present
Self Employed July 1992 - July 1997
Mutual of New York July 1987 - July 1992
Skills
Group Benefits..., Self Funding Benefits..., Benefit Cost..., Health Insurance, Disability Insurance, Insurance, Employee Benefits, Term Life Insurance, Brokers, Life Insurance, Healthcare, Medicare, Dentistry, Strategic Financial..., Risk Management, Investments, New Business Development, Sales, Fly Fishing Enthusiast...
Education
American College 1998 — 2009
Registered Health Underwriter, Health Insurance
Idaho State University 1984 — 1987
-, Finance & Marketing
Cocke Finkelstein, Inc. December 2014 - Present
Storage Post 2013 - 2014
Parkstone Capital LLC 2012 - 2013
Centerline Capital Group 2010 - 2012
Rhode Island Housing 2003 - 2006
First Sterling Financial, Inc. 1996 - 1999
Mutual of New York 1992 - 1995
Education
Columbia University
MS, Real Estate Development
Georgia Institute of Technology
MS, Building Construction
University of California, Berkeley
BS, Urban Studies: City and Regional Planning
AIG February 2014 - Present
Millennium Partners 2006 - February 2014
Credit Suisse October 2005 - March 2006
Ivy Asset Management June 2003 - October 2005
Starr Capital Management April 2001 - March 2003
Avis Rent a Car June 1997 - April 2001
Mutual of New York June 1993 - July 1996
Education
Stony Brook University 1996 — 1997
M.S., Applied Mathematics
Hofstra University 1989 — 1993
B.S., Computer Science
Betz Financial Adviosry, LLC, a Capitas Financial Partner January 2003 - Present
Capitas Financial 2003 - 2005
Prudential Financial April 2001 - January 2003
Ameritas Variable Life March 1998 - April 2001
John Alden Life Ins Company / North Star Marketing 1981 - 1998
Mutual Of New York December 1973 - August 1981
Skills
Disability Insurance, Estate Planning, Life Insurance, Long Term Care Insurance, Insurance, Wealth Management, Series 7, Wealth, Underwriting, Financial Advisory, Fixed Annuities, Variable Annuities, Universal Life, Long-term Care, Small Business, High Net Worth..., IRAs, Mutual Funds
Education
Ohio University 1971 — 1975
BBA, Business Management
Finneytown
Finneytown
The Guardian Life Insurance Company of America 2008 - 2010
The Guardian Life Insurance Company of America 2006 - 2008
Genworth Financial 2004 - 2006
GE Insurance 2002 - 2004
GE Capital 1998 - 2002
GE Capital 1997 - 1998
GE Capital 1994 - 1997
Mutual of New York 1991 - 1994
Mutual of New York 1988 - 1991
Goldman Sachs 1987 - 1988
Skills
Strategy, Risk Management, Business Development, Program Management, Insurance, Executive Management, Product Development, Leadership, Mergers & Acquisitions, Strategic Planning, Start-ups, Operations Management, Financial Services, Mergers, Business Strategy, Management Consulting, Investments, Management, Employee Benefits, Finance, Sales, Financial Risk, Training, Life Insurance, Restructuring, Acquisition Integration
Education
Harvard Business School 1980 — 1982
MBA
Amherst College 1976 — 1980
BA, Physics
Newport Capital Group February 2011 - April 2012
Diversified Investment Advisors January 1988 - October 2010
Diversified Investment Advisors January 1988 - October 2010
Mutual of New York January 1988 - January 1993
Clarke and Associates January 1987 - December 1987
CPI Pension Services/ADP Pension Services January 1981 - December 1986
CPI Pension Services, Inc January 1981 - December 1986
CPI Pension Services/ADP Pension Services January 1981 - December 1986
ADP Pension Services January 1981 - January 1986
Connecticut Mutual Life Insurance Company March 1978 - January 1981
Skills
401k, Retirement, Retirement Planning, Defined Benefit, Mutual Funds, Series 63, Investments, Pensions, Series 6, Asset Allocation, Wealth Management, ERISA, Retirement Plan..., Defined Contribution, Financial Services, Investment Advisory, Employee Benefits, Asset Management, Relationship Management, Fixed Annuities, Financial Advisory
Education
Rider University
Bachelor of Arts, Psychology
Riverside Group
University of Pennsylvania
IBM August 2011 - Present
National Grid September 1997 - 2011
Health Services Medical Corporation June 1996 - September 1997
Computer Sciences Corporation 1995 - 1996
Mutual of New York 1990 - 1995
General Electric Consulting Services 1986 - 1990
Bristol Laboratories 1981 - 1986
Utica National Insurance Group 1976 - 1981
Education
State University of New York College at Oswego 1973 — 1976
Bachelor's degree, Computer Science, Math
Rochester Institute of Technology 1972 — 1973
Business
Allstate Insurance Agency April 2012 - Present
Monumental Life Insurance April 1998 - March 2012
Mutual of New York January 1997 - March 1998
Skills
Customer Service, Coaching, Insurance, Team Building, Sales Management, Budget, Strategic Planning, Public Speaking, Microsoft Office, New Business Development, Sales, Event Planning, Advertising, Marketing, Microsoft Excel, Account Management
Education
Point Park University 1998 — 2000
MBA, Business Management
Point Park University 1992 — 1996
BS, Business Management
MetLife June 2011 - Present
The Guardian Life Insurance Company of America September 1996 - June 2011
Mutual of New York May 1994 - September 1996
Skills
Statistics, SQL, Valuation, Data Analysis, VBA, Programming, Reinsurance, Pricing
Education
Lehigh University - College of Business and Economics 2004 — 2007
MBA, Business Administration, Management and Operations
Muhlenberg College 1989 — 1993
BS, Mathematics and Computer Science
The Salvation Army July 2002 - Present
Mutual of New York July 1985 - September 1999
The MONY Group 1985 - 1999
The MONY Group 1985 - 1999
The MONY Group 1985 - 1999
The MONY Group 1985 - 1999
Education
Syracuse University 1994 — 1996
MA, Child and Family Studies
Syracuse University 1976 — 1978
BS, African American Studies & Gernotology
Lavenden Inc December 1993 - Present
Jersey City February 1992 - April 1994
mutual of new york August 1986 - February 1992
Skills
Real Estate, Residential Homes, Foreclosures, Investment Properties, Real Estate Development, Property Management, Investors, Strategic Planning, Real Estate Transactions
Education
Rutgers, The State University of New Jersey-Newark 1988 — 1991
bs, Accounting
K.G. Islamia High School Lahore 1966 — 1974
Associate of Science (AS), Accounting and Finance
Bob Woodroof & Associates April 1981 - Present
Self-employed 1981 - Present
Mutual of New York 1975 - 1981
Skills
Life Insurance, Wealth, Small Business, Entrepreneurship, New Business Development, Coaching, Marketing, Term Life Insurance, Marketing Strategy, Strategic Planning, Team Building, Commercial Insurance, Property & Casualty..., Business Strategy, Customer Service, Sales Management, Sales, Health Insurance, Social Media Marketing
Education
California State University-Fullerton 1971 — 1973
Physical Education Teaching and Coaching
Santa Ana College 1967 — 1970
Educational Leadership and Administration, General
Balfour August 2013 - Present
Jostens September 1970 - January 2010
Mutual of New York September 1968 - August 1970
Skills
Sales Management, Fashion, Merchandising, Sales, Marketing Strategy, Retail, Customer Service, Luxury Goods, Visual Merchandising, Marketing
Education
Middle Tennessee State University 1965 — 1968
Bachelor's degree, Business Administration and Management, General
Martin Methodist College 1964 — 1965
Associate's degree, Business/Commerce, General