NFP Company
NFP List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at NFP. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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NFP Employees
Employee
Years
Job
Industry
Patrease Rogers Patrease Rogers's NFP Experience December 2014 - Present
Job Advisory Support at NFP
Industry Financial Services
Experience
NFP December 2014 - Present
JPMorgan Chase April 2013 - December 2014
Bank of America August 2009 - April 2013
Enterprise Rent-A-Car September 2006 - October 2008
Skills
Banking, Consumer Lending, Small Business Lending, Lines Of Credit, Commercial Banking, Refinance, Loans, Credit, Mortgage Lending, Loan Origination, Cross Selling, Mortgage Banking, Budgeting, Microsoft Operating..., Direct Sales, Finance, Sales, Customer Service, Team Building, Microsoft Office
Education
Concordia University Texas 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Western Kentucky University 2001 — 2006
Bachelor of Arts (BA), Communication, General
NFP December 2014 - Present
JPMorgan Chase April 2013 - December 2014
Bank of America August 2009 - April 2013
Enterprise Rent-A-Car September 2006 - October 2008
Skills
Banking, Consumer Lending, Small Business Lending, Lines Of Credit, Commercial Banking, Refinance, Loans, Credit, Mortgage Lending, Loan Origination, Cross Selling, Mortgage Banking, Budgeting, Microsoft Operating..., Direct Sales, Finance, Sales, Customer Service, Team Building, Microsoft Office
Education
Concordia University Texas 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Western Kentucky University 2001 — 2006
Bachelor of Arts (BA), Communication, General
Kim Allen, CLU, ALMI, FALU Kim Allen, CLU, ALMI, FALU's NFP Experience October 2006 - March 2014
Job Sr. Underwriter
Industry Insurance
Experience
Lion Street April 2014 - Present
NFP October 2006 - March 2014
Northwestern Mutual Texas Financial Group April 2003 - October 2006
State Farm Insurance April 1987 - May 2000
Skills
Life Insurance, Insurance, Estate Planning, Underwriting, Long-term Care, Health Insurance, Employee Benefits, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Commercial Insurance, Reinsurance, Universal Life, Financial Risk, Property & Casualty...
Education
The Academy of Life Underwriting 2008 — 2013
FALU
The American College 2006 — 2011
CLU
Lamar University 1982 — 1986
BBA, Marketing
Lion Street April 2014 - Present
NFP October 2006 - March 2014
Northwestern Mutual Texas Financial Group April 2003 - October 2006
State Farm Insurance April 1987 - May 2000
Skills
Life Insurance, Insurance, Estate Planning, Underwriting, Long-term Care, Health Insurance, Employee Benefits, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Commercial Insurance, Reinsurance, Universal Life, Financial Risk, Property & Casualty...
Education
The Academy of Life Underwriting 2008 — 2013
FALU
The American College 2006 — 2011
CLU
Lamar University 1982 — 1986
BBA, Marketing
Sarah Harsh Sarah Harsh's NFP Experience August 2014 - Present
Job Client Manager at NFP
Industry Insurance
Experience
NFP August 2014 - Present
McNeary June 2002 - August 2014
Key Benefit Administrators 1998 - 2002
First Health, A Coventry Healthcare Company 1996 - 1998
Skills
Customer Service, Strategic Planning, Healthcare, Team Leadership, Microsoft Office, Microsoft Word, PowerPoint, Insurance, Account Management, Employee Benefits, Management, Marketing, Training
Education
Jones College-Jacksonville 1987 — 1988
Legal Assistant/Paralegal
Northeastern Christian College 1985 — 1987
Associate of Arts (A.A.)
NFP August 2014 - Present
McNeary June 2002 - August 2014
Key Benefit Administrators 1998 - 2002
First Health, A Coventry Healthcare Company 1996 - 1998
Skills
Customer Service, Strategic Planning, Healthcare, Team Leadership, Microsoft Office, Microsoft Word, PowerPoint, Insurance, Account Management, Employee Benefits, Management, Marketing, Training
Education
Jones College-Jacksonville 1987 — 1988
Legal Assistant/Paralegal
Northeastern Christian College 1985 — 1987
Associate of Arts (A.A.)
Shamelia Clay Shamelia Clay's NFP Experience November 2014 - March 2015
Job Compliance Administrator at Unity Care
Industry Information Technology and Services
Experience
Unity Care August 2015 - Present
Unity Care June 2015 - Present
NFP November 2014 - March 2015
NFP October 2014 - October 2014
eBay Inc January 2014 - July 2014
eBay Inc August 2013 - January 2014
Year Up March 2013 - January 2014
Taxmam January 2013 - March 2013
Journeys June 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Java, Windows 7, Troubleshooting, Networking, Access, OS X, Time Management, XP, Software Installation, Technical Support, Project Management, System Administration, Computer Hardware, Teamwork, Sales, Computer Repair, Customer Satisfaction, Help Desk Support, Microsoft Office 2007, Printers, Software Documentation, Windows Vista, Information Technology, Laptops, Data Entry, Hardware, Mac OS, Computer Maintenance, Desktop Computers, Hardware Installation, Google Docs, Remote Desktop, Operating Systems
Education
Foothill College 2013 — 2013
Information Technology
Paly
Unity Care August 2015 - Present
Unity Care June 2015 - Present
NFP November 2014 - March 2015
NFP October 2014 - October 2014
eBay Inc January 2014 - July 2014
eBay Inc August 2013 - January 2014
Year Up March 2013 - January 2014
Taxmam January 2013 - March 2013
Journeys June 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Java, Windows 7, Troubleshooting, Networking, Access, OS X, Time Management, XP, Software Installation, Technical Support, Project Management, System Administration, Computer Hardware, Teamwork, Sales, Computer Repair, Customer Satisfaction, Help Desk Support, Microsoft Office 2007, Printers, Software Documentation, Windows Vista, Information Technology, Laptops, Data Entry, Hardware, Mac OS, Computer Maintenance, Desktop Computers, Hardware Installation, Google Docs, Remote Desktop, Operating Systems
Education
Foothill College 2013 — 2013
Information Technology
Paly
Aleksandra Filipovski Aleksandra Filipovski's NFP Experience May 2015 - August 2015
Job Coordinator of Business and Finance
Industry Financial Services
Experience
Wagner College August 2014 - Present
NFP May 2015 - August 2015
Bailiwick Club May 2014 - August 2014
Bailiwick Club May 2013 - August 2013
Bailiwick Club May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Social Media, Event Planning, Time Management, Customer Service, Inventory Management, Higher Education, Sports, Fundraising, Finance
Education
Wagner College 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Armstrong State University 2011 — 2014
Bachelor's Degree, Economics
Kőrösy József Közgazdasági és Külkereskedelmi Szakközépiskola 2006 — 2010
High School, Economics
Wagner College August 2014 - Present
NFP May 2015 - August 2015
Bailiwick Club May 2014 - August 2014
Bailiwick Club May 2013 - August 2013
Bailiwick Club May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Social Media, Event Planning, Time Management, Customer Service, Inventory Management, Higher Education, Sports, Fundraising, Finance
Education
Wagner College 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Armstrong State University 2011 — 2014
Bachelor's Degree, Economics
Kőrösy József Közgazdasági és Külkereskedelmi Szakközépiskola 2006 — 2010
High School, Economics
Sam Fuller's NFP Experience July 2012 - Present
Job Risk Consultant NFP Property & Casualty
Industry Insurance
Experience
NFP July 2012 - Present
InSouth Insurance Services, LLC January 2008 - July 2012
Johnson & Johnson Insurance November 2006 - January 2008
Skills
Insurance, Workers Compensation, Risk Analysis, Risk Management, Non-profits, Manufacturing, Service Industries, Wholesale, Assisted Living, Construction, HVAC, Landscaping
Education
Clemson University
NFP July 2012 - Present
InSouth Insurance Services, LLC January 2008 - July 2012
Johnson & Johnson Insurance November 2006 - January 2008
Skills
Insurance, Workers Compensation, Risk Analysis, Risk Management, Non-profits, Manufacturing, Service Industries, Wholesale, Assisted Living, Construction, HVAC, Landscaping
Education
Clemson University
Melisa Chavez Melisa Chavez's NFP Experience September 2014 - Present
Job Teller Supervisor at PlainsCapital Corporation
Industry Banking
Experience
NFP September 2014 - Present
PlainsCapital Corporation May 2012 - August 2014
Regions Financial Corporation May 2007 - May 2012
Education
Austin Community College 2000 — 2002
NFP September 2014 - Present
PlainsCapital Corporation May 2012 - August 2014
Regions Financial Corporation May 2007 - May 2012
Education
Austin Community College 2000 — 2002
Emily Britt's NFP Experience January 2015 - Present
Job Copy Editor
Industry Insurance
Experience
NFP January 2015 - Present
Turbomachinery Laboratory, Texas A&M Engineering Experiment Station May 2012 - January 2015
StataCorp April 2010 - March 2012
University of Dayton November 2005 - April 2010
Case Western Reserve University January 2005 - October 2005
University Hospitals of Cleveland August 2003 - December 2004
Skills
Editing, Copy Editing, Proofreading, Event Planning, Research, Publications, Social Media, Technical Writing, Blogging, Editorial, Creative Writing, Web Content Management, Customer Service, Journalism, Sales, Social Media Marketing, Microsoft Word, Facebook, Marketing Communications, Social Networking, Newsletters, Leadership, Event Management, Training
Education
University of Dayton 2007 — 2009
MA, English
Case Western Reserve University 2000 — 2004
BA, English, Psychology
Douglas MacArthur High School 1998 — 2000
NFP January 2015 - Present
Turbomachinery Laboratory, Texas A&M Engineering Experiment Station May 2012 - January 2015
StataCorp April 2010 - March 2012
University of Dayton November 2005 - April 2010
Case Western Reserve University January 2005 - October 2005
University Hospitals of Cleveland August 2003 - December 2004
Skills
Editing, Copy Editing, Proofreading, Event Planning, Research, Publications, Social Media, Technical Writing, Blogging, Editorial, Creative Writing, Web Content Management, Customer Service, Journalism, Sales, Social Media Marketing, Microsoft Word, Facebook, Marketing Communications, Social Networking, Newsletters, Leadership, Event Management, Training
Education
University of Dayton 2007 — 2009
MA, English
Case Western Reserve University 2000 — 2004
BA, English, Psychology
Douglas MacArthur High School 1998 — 2000
Peter White-Fredette Peter White-Fredette's NFP Experience
Job Director at NFP
Industry Financial Services
Experience
NFP
Education
Georgia State University 2005 — 2007
Master of Business Administration (M.B.A.), Information Technology
Mercer University - Stetson School of Business and Economics 2001 — 2003
Bachelor's Degree, Information Technology, Summa Cum Laude
Massasoit Community College 1983 — 1985
Associate's Degree, Electrical and Electronics Engineering
NFP
Education
Georgia State University 2005 — 2007
Master of Business Administration (M.B.A.), Information Technology
Mercer University - Stetson School of Business and Economics 2001 — 2003
Bachelor's Degree, Information Technology, Summa Cum Laude
Massasoit Community College 1983 — 1985
Associate's Degree, Electrical and Electronics Engineering
Alex Groth Alex Groth's NFP Experience July 2014 - Present
Job Business Development Manager at PartnersFinancial
Industry Financial Services
Experience
NFP July 2014 - Present
LPL Financial October 2011 - July 2014
Thrivent Financial for Lutherans 2007 - October 2011
Skills
Series 7, Series 66, CRM, Data Management, Life Insurance, Life & Health Insurance..., Problem Solving, Salesforce.com
Education
Gustavus Adolphus College 2003 — 2007
Financial Economics
NFP July 2014 - Present
LPL Financial October 2011 - July 2014
Thrivent Financial for Lutherans 2007 - October 2011
Skills
Series 7, Series 66, CRM, Data Management, Life Insurance, Life & Health Insurance..., Problem Solving, Salesforce.com
Education
Gustavus Adolphus College 2003 — 2007
Financial Economics
Jennifer Mark's NFP Experience May 2011 - November 2012
Job Client Service Manager at Juhnke Financial Group
Industry Financial Services
Experience
Juhnke Financial Group, a private wealth advisory practice of Ameriprise Financial November 2012 - Present
Yoder Financial Group May 2011 - November 2012
NFP May 2011 - November 2012
Edward Jones December 2008 - May 2011
KC Creative Advertising May 2006 - June 2008
Cox Media May 2003 - December 2005
Skills
Series 6 Securities..., Securities, Insurance, Investments, Mutual Funds, Sales, Marketing, Customer Service, Series 6, Series 7, Series 66, Retirement, Asset Allocation, Wealth Management, Life Insurance, Uniform Combined State..., Leadership, Advertising, Social Media, Social Media Marketing, Management
Education
Baker University 2006 — 2010
Bachelor of Business Administration (BBA), Business, Magna Cum Laude
Juhnke Financial Group, a private wealth advisory practice of Ameriprise Financial November 2012 - Present
Yoder Financial Group May 2011 - November 2012
NFP May 2011 - November 2012
Edward Jones December 2008 - May 2011
KC Creative Advertising May 2006 - June 2008
Cox Media May 2003 - December 2005
Skills
Series 6 Securities..., Securities, Insurance, Investments, Mutual Funds, Sales, Marketing, Customer Service, Series 6, Series 7, Series 66, Retirement, Asset Allocation, Wealth Management, Life Insurance, Uniform Combined State..., Leadership, Advertising, Social Media, Social Media Marketing, Management
Education
Baker University 2006 — 2010
Bachelor of Business Administration (BBA), Business, Magna Cum Laude
Erin Peterson's NFP Experience January 2015 - Present
Job VP Talent Management at NFP
Industry Financial Services
Experience
NFP January 2015 - Present
McDermott Consulting, Ltd. April 2014 - January 2015
Amazon March 2013 - April 2014
Aon Hewitt October 2010 - December 2012
Hewitt Associates February 2008 - October 2010
Lantern Partners March 2006 - February 2008
Accenture 1989 - 2006
Arthur Andersen 1987 - 1989
Skills
Global Talent..., Technology Recruitment, Business Process..., Recruitment Process..., Professional Services, Strategic Sourcing, High Volume Staffing, Executive Search, Campus Recruitment, Employer Branding, Change Management, Cross-cultural Teams, Talent Acquisition
Education
Concordia College 1981 — 1985
BA, Psychology
NFP January 2015 - Present
McDermott Consulting, Ltd. April 2014 - January 2015
Amazon March 2013 - April 2014
Aon Hewitt October 2010 - December 2012
Hewitt Associates February 2008 - October 2010
Lantern Partners March 2006 - February 2008
Accenture 1989 - 2006
Arthur Andersen 1987 - 1989
Skills
Global Talent..., Technology Recruitment, Business Process..., Recruitment Process..., Professional Services, Strategic Sourcing, High Volume Staffing, Executive Search, Campus Recruitment, Employer Branding, Change Management, Cross-cultural Teams, Talent Acquisition
Education
Concordia College 1981 — 1985
BA, Psychology
Fabiola Garcia's NFP Experience September 2015 - Present
Job Account Manager at National Financial Partners
Industry Insurance
Experience
NFP September 2015 - Present
National Western Life August 2011 - September 2015
Green Mountain Energy Company January 2010 - August 2011
General Motors January 2007 - January 2010
Skills
Insurance, Spanish, Marketing Communications, Change Management, Marketing, Customer Service, International Business, Organizational..., Microsoft Office, English, Management, Microsoft Excel, Account Management, Event Planning, Social Media, PowerPoint, Microsoft Word, Life Insurance, Sales, Customer Retention, Brand Management, Sales Presentations, Written & Oral..., Employee Engagement, Business Strategy, Business Planning, Strategic Planning, Team Leadership, New Business Development, Leadership, Negotiation
Education
Austin Community College 2008 — 2010
Associate of Science (AS), Business Administration, Management and Operations
NFP September 2015 - Present
National Western Life August 2011 - September 2015
Green Mountain Energy Company January 2010 - August 2011
General Motors January 2007 - January 2010
Skills
Insurance, Spanish, Marketing Communications, Change Management, Marketing, Customer Service, International Business, Organizational..., Microsoft Office, English, Management, Microsoft Excel, Account Management, Event Planning, Social Media, PowerPoint, Microsoft Word, Life Insurance, Sales, Customer Retention, Brand Management, Sales Presentations, Written & Oral..., Employee Engagement, Business Strategy, Business Planning, Strategic Planning, Team Leadership, New Business Development, Leadership, Negotiation
Education
Austin Community College 2008 — 2010
Associate of Science (AS), Business Administration, Management and Operations
Jessica Watts, CEBS, PHR Jessica Watts, CEBS, PHR's NFP Experience May 2009 - Present
Job Employee Benefit Regulatory Compliance at NFP
Industry Insurance
Experience
NFP May 2009 - Present
Education
Baylor University - Hankamer School of Business 2002 — 2005
BBA
Tarleton State University 2006 — 2007
Master of Science
NFP May 2009 - Present
Education
Baylor University - Hankamer School of Business 2002 — 2005
BBA
Tarleton State University 2006 — 2007
Master of Science
Shane Birckbichler's NFP Experience September 2006 - May 2014
Job Financial Analyst at Pacolet Milliken Enterprises, Inc.
Industry Financial Services
Experience
Pacolet Milliken Enterprises, Inc. May 2014 - Present
NFP September 2006 - May 2014
South Carolina Charities, LLC January 2006 - May 2006
Skills
Financial Analysis, Financial Modeling, Valuation, Investments, Wealth Management, Investment Advisory, Mutual Funds, Management, Asset Management, Asset Allocation, Financial Advisory, Series 7, Retirement Planning, Corporate Finance
Education
University of South Carolina - The Moore School of Business 2010 — 2012
MBA, Finance
Furman University 2001 — 2006
Bachelor of Arts, Business Administration
Pacolet Milliken Enterprises, Inc. May 2014 - Present
NFP September 2006 - May 2014
South Carolina Charities, LLC January 2006 - May 2006
Skills
Financial Analysis, Financial Modeling, Valuation, Investments, Wealth Management, Investment Advisory, Mutual Funds, Management, Asset Management, Asset Allocation, Financial Advisory, Series 7, Retirement Planning, Corporate Finance
Education
University of South Carolina - The Moore School of Business 2010 — 2012
MBA, Finance
Furman University 2001 — 2006
Bachelor of Arts, Business Administration
Carmella Manges Carmella Manges's NFP Experience March 2015 - Present
Job Strategy + Persistent Execution = Measureable Success
Industry Financial Services
Experience
NFP March 2015 - Present
Elliance, Inc. July 2013 - March 2015
St. Edward's University July 2004 - January 2012
Manges Marketing Services, Inc. 1994 - 2004
PNC 1987 - 1994
Skills
Integrated Marketing, Online Marketing, Strategic Planning, Strategy, Project Management, Brand Development, Team Leadership, Leadership, Marketing, Product Management, Project Planning, Analytics, Performance Measurement, Thought Leadership, Email Marketing, Management, Brand Management, Nonprofits, SEO, Web Analytics, Marketing Communications, Change Management, Business Intelligence, Competitive Analysis, Higher Education, ROI Management, Coaching Staff, Digital Marketing, Lead Generation, Marketing Strategy
Education
Carnegie Mellon University
Master's degree
La Roche College
Bachelor of Science
NFP March 2015 - Present
Elliance, Inc. July 2013 - March 2015
St. Edward's University July 2004 - January 2012
Manges Marketing Services, Inc. 1994 - 2004
PNC 1987 - 1994
Skills
Integrated Marketing, Online Marketing, Strategic Planning, Strategy, Project Management, Brand Development, Team Leadership, Leadership, Marketing, Product Management, Project Planning, Analytics, Performance Measurement, Thought Leadership, Email Marketing, Management, Brand Management, Nonprofits, SEO, Web Analytics, Marketing Communications, Change Management, Business Intelligence, Competitive Analysis, Higher Education, ROI Management, Coaching Staff, Digital Marketing, Lead Generation, Marketing Strategy
Education
Carnegie Mellon University
Master's degree
La Roche College
Bachelor of Science
Scott Crim Scott Crim's NFP Experience September 2013 - Present
Job Technology Services Analyst at NFP
Industry Information Technology and Services
Experience
NFP September 2013 - Present
Travis County Sheriff's Office February 2009 - September 2013
Harte-Hanks, Inc. September 2007 - September 2008
VailNet, Inc. ISP May 2005 - May 2006
The Christie Lodge December 2001 - April 2003
Skills
Microsoft Server Support, Microsoft Exchange, Microsoft Office, Emergency Management, Security Management, Microsoft Operating..., Troubleshooting, Network Administration, Server Administration, Active Directory, Group Policy, Crystal Reports, Time Management, Highly motivated..., Multitasking Skills, Outstanding..., Timely Decision Making, Customer Service, Physical Security, Criminal Justice, Corrections
Education
Austin Community College 2011 — 2015
Currently Enrolled, Computer Information Systems, 3.7
Lewisville High School 1996 — 1999
NFP September 2013 - Present
Travis County Sheriff's Office February 2009 - September 2013
Harte-Hanks, Inc. September 2007 - September 2008
VailNet, Inc. ISP May 2005 - May 2006
The Christie Lodge December 2001 - April 2003
Skills
Microsoft Server Support, Microsoft Exchange, Microsoft Office, Emergency Management, Security Management, Microsoft Operating..., Troubleshooting, Network Administration, Server Administration, Active Directory, Group Policy, Crystal Reports, Time Management, Highly motivated..., Multitasking Skills, Outstanding..., Timely Decision Making, Customer Service, Physical Security, Criminal Justice, Corrections
Education
Austin Community College 2011 — 2015
Currently Enrolled, Computer Information Systems, 3.7
Lewisville High School 1996 — 1999
Erin Vance's NFP Experience August 2014 - Present
Job Talent Acquisition Analyst
Industry Insurance
Experience
NFP August 2014 - Present
Hellas Construction, Inc. November 2010 - August 2014
Skills
Construction, Microsoft Office, Project Planning, Construction Management, Microsoft Excel, Process Scheduler, Contract Management, Project Management, Recruiting, Human Resources, Analytics, Talent Acquisition, Budgets, Customer Service, Change Orders, Project Estimation, Contract Negotiation, Sourcing, College Recruiting
Education
Eastern Illinois University 2004 — 2009
Bachelor of Science, Merchandising and Buying Operations
Dublin City University 2007 — 2007
Business Administration and Management, General
NFP August 2014 - Present
Hellas Construction, Inc. November 2010 - August 2014
Skills
Construction, Microsoft Office, Project Planning, Construction Management, Microsoft Excel, Process Scheduler, Contract Management, Project Management, Recruiting, Human Resources, Analytics, Talent Acquisition, Budgets, Customer Service, Change Orders, Project Estimation, Contract Negotiation, Sourcing, College Recruiting
Education
Eastern Illinois University 2004 — 2009
Bachelor of Science, Merchandising and Buying Operations
Dublin City University 2007 — 2007
Business Administration and Management, General
Lillie Hejl Cameron Lillie Hejl Cameron's NFP Experience March 2007 - August 2009
Job Director, Infrastructure Shared Services at Rackspace, the #1 Managed Cloud Company
Industry Computer Software
Experience
Rackspace, the #1 managed cloud company April 2014 - Present
EcoSafe Spaces, LLC March 2009 - Present
Rackspace, the #1 managed cloud company August 2013 - April 2014
Rackspace, the #1 managed cloud company August 2012 - August 2013
Rackspace, the #1 managed cloud company March 2011 - August 2012
Rackspace, the #1 managed cloud company August 2009 - March 2011
Cameron Construction February 2007 - November 2010
NFP March 2007 - August 2009
Weber Shandwick August 2006 - December 2007
Texas State University December 2005 - May 2006
Skills
Project Management, Cloud Computing, Salesforce.com, Product Management, SaaS, Enterprise Software, Product Marketing, Agile Methodologies, Cross-functional Team..., Sales Management, Business Analysis, Software Project..., Business Planning, Software Development, E-commerce, Virtualization, Requirements Analysis, Professional Services, OpenStack, Enterprise Architecture, Strategy, CRM, Start-ups, Data Center, Strategic Partnerships, Vendor Management, Business Intelligence, Integration
Education
The University of Texas at Austin 2007 — 2008
Legal, IT
Tecnológico de Monterrey 2006 — 2006
Business; Investments in Mexico
Texas State University 2006 — 2006
The Export Fellows Program Certification, U.S. Dept. of Commerce & The Texas Camino Real Export Council
Texas State University 2004 — 2006
BAIS-International Relations, International Business
Texas State University 2004 — 2006
BA-Spanish, Foreign Language
Texas State University 2004 — 2006
Latin American Business Certificate, Latin American Business Program
Universitat Autònoma de Barcelona 2005 — 2005
n/a, Spanish
Austin Community College 1999 — 2003
n/a, Core Courses
Rackspace, the #1 managed cloud company April 2014 - Present
EcoSafe Spaces, LLC March 2009 - Present
Rackspace, the #1 managed cloud company August 2013 - April 2014
Rackspace, the #1 managed cloud company August 2012 - August 2013
Rackspace, the #1 managed cloud company March 2011 - August 2012
Rackspace, the #1 managed cloud company August 2009 - March 2011
Cameron Construction February 2007 - November 2010
NFP March 2007 - August 2009
Weber Shandwick August 2006 - December 2007
Texas State University December 2005 - May 2006
Skills
Project Management, Cloud Computing, Salesforce.com, Product Management, SaaS, Enterprise Software, Product Marketing, Agile Methodologies, Cross-functional Team..., Sales Management, Business Analysis, Software Project..., Business Planning, Software Development, E-commerce, Virtualization, Requirements Analysis, Professional Services, OpenStack, Enterprise Architecture, Strategy, CRM, Start-ups, Data Center, Strategic Partnerships, Vendor Management, Business Intelligence, Integration
Education
The University of Texas at Austin 2007 — 2008
Legal, IT
Tecnológico de Monterrey 2006 — 2006
Business; Investments in Mexico
Texas State University 2006 — 2006
The Export Fellows Program Certification, U.S. Dept. of Commerce & The Texas Camino Real Export Council
Texas State University 2004 — 2006
BAIS-International Relations, International Business
Texas State University 2004 — 2006
BA-Spanish, Foreign Language
Texas State University 2004 — 2006
Latin American Business Certificate, Latin American Business Program
Universitat Autònoma de Barcelona 2005 — 2005
n/a, Spanish
Austin Community College 1999 — 2003
n/a, Core Courses
Valentina Kravchuk Valentina Kravchuk's NFP Experience May 2001 - June 2001
Job Health Assistant at TRUSD
Industry Human Resources
Experience
TRUSD August 2001 - Present
NFP May 2001 - June 2001
Skills
Home Care, Healthcare, BLS, Nursing
Education
Sierra College 1999 — 2002
Practical Nursing, Vocational Nursing and Nursing Assistants
Nikopol Nursing School 1978 — 1981
Pediatrisian Nurse, Pediatrician Nurse
TRUSD August 2001 - Present
NFP May 2001 - June 2001
Skills
Home Care, Healthcare, BLS, Nursing
Education
Sierra College 1999 — 2002
Practical Nursing, Vocational Nursing and Nursing Assistants
Nikopol Nursing School 1978 — 1981
Pediatrisian Nurse, Pediatrician Nurse
Alicia Bergeron's NFP Experience July 2014 - Present
Job Project & Account Manager at NFP
Industry Financial Services
Experience
NFP July 2014 - Present
PartnersFinancial May 2009 - July 2014
National Financial Partners November 2007 - April 2009
PartnersFinancial May 2006 - November 2007
AXA Advisors June 2005 - May 2006
Pan American Financial Advisors September 2002 - June 2005
Skills
Insurance, Life Insurance, Retirement Planning, Employee Benefits, Estate Planning, Series 6, Wealth Management, Series 63, Series 7, Training, Strategic Financial..., Financial Planners, Financial Services, Succession Planning, Business Development, Recruiting, Project Management, Vendor Relationship..., Client Expectations..., Account Management
Education
Loyola University New Orleans
BA, Management
NFP July 2014 - Present
PartnersFinancial May 2009 - July 2014
National Financial Partners November 2007 - April 2009
PartnersFinancial May 2006 - November 2007
AXA Advisors June 2005 - May 2006
Pan American Financial Advisors September 2002 - June 2005
Skills
Insurance, Life Insurance, Retirement Planning, Employee Benefits, Estate Planning, Series 6, Wealth Management, Series 63, Series 7, Training, Strategic Financial..., Financial Planners, Financial Services, Succession Planning, Business Development, Recruiting, Project Management, Vendor Relationship..., Client Expectations..., Account Management
Education
Loyola University New Orleans
BA, Management
Charles Campbell CLU, ChFC Charles Campbell CLU, ChFC's NFP Experience February 2014 - Present
Job Advisor at NFP
Industry Insurance
Experience
NFP February 2014 - Present
ECM Benefits July 2011 - January 2014
Navigator Financial September 1995 - July 2011
Mass Mutual January 1991 - August 2005
Skills
Employee Benefits, Health Insurance, Brokers, Life Insurance, Disability Insurance, Insurance, Term Life Insurance, Investments, Long-term Care
Education
North Carolina State University 1984 — 1989
BS, Economics
NFP February 2014 - Present
ECM Benefits July 2011 - January 2014
Navigator Financial September 1995 - July 2011
Mass Mutual January 1991 - August 2005
Skills
Employee Benefits, Health Insurance, Brokers, Life Insurance, Disability Insurance, Insurance, Term Life Insurance, Investments, Long-term Care
Education
North Carolina State University 1984 — 1989
BS, Economics
Angie McPherson Angie McPherson's NFP Experience February 2011 - September 2012
Job Accountant/Bookkeeper at Integrity Book Buyers
Industry Wholesale
Experience
Integrity Book Buyers July 2011 - Present
NFP February 2011 - September 2012
InterCept January 2000 - January 2001
Skills
Accounting, Organization, Bookkeeping, Administrative Work
Education
Belmont University 1995 — 1997
Bachelor of Arts (B.A.), English and Education
Washington and Lee University 1993 — 1995
Integrity Book Buyers July 2011 - Present
NFP February 2011 - September 2012
InterCept January 2000 - January 2001
Skills
Accounting, Organization, Bookkeeping, Administrative Work
Education
Belmont University 1995 — 1997
Bachelor of Arts (B.A.), English and Education
Washington and Lee University 1993 — 1995
Giada Zucchet Giada Zucchet's NFP Experience May 2008 - Present
Job Senior Account Executive at NFP
Industry Insurance
Experience
NFP May 2008 - Present
AGS Benefits Group May 2008 - January 2012
Sun Life Financial July 2006 - May 2008
Skills
Account Management, Insurance, Employee Benefits, Health Insurance, Disability Insurance, Health Savings Accounts, Brokers, Life Insurance, Strategic Planning, Benefits Administration, Customer Retention, Leadership, Management, Risk Management, Strategy, Underwriting, Customer Service
Education
Loyola University Maryland
BA, Psychology, Marketing
NFP May 2008 - Present
AGS Benefits Group May 2008 - January 2012
Sun Life Financial July 2006 - May 2008
Skills
Account Management, Insurance, Employee Benefits, Health Insurance, Disability Insurance, Health Savings Accounts, Brokers, Life Insurance, Strategic Planning, Benefits Administration, Customer Retention, Leadership, Management, Risk Management, Strategy, Underwriting, Customer Service
Education
Loyola University Maryland
BA, Psychology, Marketing
Laura McCormack Laura McCormack's NFP Experience April 2015 - Present
Job Financial Analyst at NFP
Industry Insurance
Experience
NFP April 2015 - Present
Willis February 2014 - April 2015
EmblemHealth January 2011 - February 2014
Skills
Financial Analysis, Microsoft Excel, Employee Benefits, Insurance, Access, Account Management, Risk Management, Data Analysis, Health Insurance, Process Improvement, Disability Insurance, Financial Modeling, Outlook, PowerPoint, Strategic Financial..., Underwriting
Education
Hofstra University 2006 — 2010
Bachelor's of Science, Business Economics
NFP April 2015 - Present
Willis February 2014 - April 2015
EmblemHealth January 2011 - February 2014
Skills
Financial Analysis, Microsoft Excel, Employee Benefits, Insurance, Access, Account Management, Risk Management, Data Analysis, Health Insurance, Process Improvement, Disability Insurance, Financial Modeling, Outlook, PowerPoint, Strategic Financial..., Underwriting
Education
Hofstra University 2006 — 2010
Bachelor's of Science, Business Economics
Jim Hofmann Jim Hofmann's NFP Experience 2015 - 2015
Job Owner, Cherrywood Financial
Industry Management Consulting
Experience
tasting group 2003 - Present
Cherrywood Financial May 2002 - Present
Cherrywood Financial, Inc. May 1998 - Present
NFP 2015 - 2015
NFP 2015 - 2015
Smith LaRock Architecture 2002 - 2013
Steigers Corporation 2006 - 2009
NYLIC 1987 - 1998
Skills
Entrepreneurship, Illustrator, BIM, Green Building, Leadership Development, Submittals, Revit, AutoCAD, Marketing Strategy, Architecture, Construction, Team Leadership, Budgets, Sustainable Design, Sustainability, Photoshop, Microsoft Office, Strategic Planning, SketchUp, Construction Management, Public Speaking
Education
B.S. Cornell Univ. 1974 — 1977
B.S., Hotel Administration
University of Colorado at Boulder 1971 — 1974
every intersting 100 to 400 course
Cherry Creek 1968 — 1971
High 1968 — 1971
passed
our tasting group
tasting group 2003 - Present
Cherrywood Financial May 2002 - Present
Cherrywood Financial, Inc. May 1998 - Present
NFP 2015 - 2015
NFP 2015 - 2015
Smith LaRock Architecture 2002 - 2013
Steigers Corporation 2006 - 2009
NYLIC 1987 - 1998
Skills
Entrepreneurship, Illustrator, BIM, Green Building, Leadership Development, Submittals, Revit, AutoCAD, Marketing Strategy, Architecture, Construction, Team Leadership, Budgets, Sustainable Design, Sustainability, Photoshop, Microsoft Office, Strategic Planning, SketchUp, Construction Management, Public Speaking
Education
B.S. Cornell Univ. 1974 — 1977
B.S., Hotel Administration
University of Colorado at Boulder 1971 — 1974
every intersting 100 to 400 course
Cherry Creek 1968 — 1971
High 1968 — 1971
passed
our tasting group
Holly Wallace Holly Wallace's NFP Experience July 2014 - Present
Job Web Designer/Developer
Industry Information Technology and Services
Experience
NFP July 2014 - Present
ShakeWell Creative February 2014 - May 2014
Certain Affinity September 2013 - December 2013
Rooster Teeth Productions February 2013 - July 2013
Kelly IT Resources March 2010 - February 2013
Baker Hughes June 2009 - December 2010
Skills
HTML, HTML5, CSS, CSS3, PHP, AJAX, JavaScript, MySQL, XML, SEO, Photoshop, Illustrator, Dreamweaver, Flash, Premiere, Creative Problem Solving, Usability, Adobe Creative Suite, HTML 5, Content Management, Graphic Design, User Experience, User Interface Design
Education
Art Institute of Houston 2008 — 2012
BFA, Web Design & Interactive Media, 3.5
NFP July 2014 - Present
ShakeWell Creative February 2014 - May 2014
Certain Affinity September 2013 - December 2013
Rooster Teeth Productions February 2013 - July 2013
Kelly IT Resources March 2010 - February 2013
Baker Hughes June 2009 - December 2010
Skills
HTML, HTML5, CSS, CSS3, PHP, AJAX, JavaScript, MySQL, XML, SEO, Photoshop, Illustrator, Dreamweaver, Flash, Premiere, Creative Problem Solving, Usability, Adobe Creative Suite, HTML 5, Content Management, Graphic Design, User Experience, User Interface Design
Education
Art Institute of Houston 2008 — 2012
BFA, Web Design & Interactive Media, 3.5
Katie Connolly Kelly's NFP Experience July 2014 - Present
Job Benefits Analyst at NFP
Industry Insurance
Experience
NFP July 2014 - Present
Compass Healthcare Inc. July 2012 - June 2014
Brigham and Women's Hospital November 2011 - July 2012
Brigham and Women's Hospital August 2010 - November 2011
Skills
CPR certified, Employee Training, Outstanding Customer..., Microsoft Office, Apple Macintosh, Health Insurance, Medical Billing, Research and Laboratory..., Mednet Heartcare, Medtronic Carelink, St. Jude Merlin, Boston Scientific..., PACEART System, Administration, Clinical Research, Hospitals, System Administration, Mac, Healthcare, Customer Service, Nursing, Cpr Certified, HIPAA, Public Health, PowerPoint, Outlook, Microsoft Word, Public Speaking, Research, Medical Devices, Microsoft Excel, Patient Education, Data Entry, Medical Terminology, Health Policy, Healthcare Information..., Health Promotion, Medicare, Social Networking, Patient Safety, Psychology, Healthcare Industry, Healthcare Reimbursement, Data Analysis, Social Media
Education
Northeastern University 2007 — 2010
Bachelor of Science (BS), Psychology
NFP July 2014 - Present
Compass Healthcare Inc. July 2012 - June 2014
Brigham and Women's Hospital November 2011 - July 2012
Brigham and Women's Hospital August 2010 - November 2011
Skills
CPR certified, Employee Training, Outstanding Customer..., Microsoft Office, Apple Macintosh, Health Insurance, Medical Billing, Research and Laboratory..., Mednet Heartcare, Medtronic Carelink, St. Jude Merlin, Boston Scientific..., PACEART System, Administration, Clinical Research, Hospitals, System Administration, Mac, Healthcare, Customer Service, Nursing, Cpr Certified, HIPAA, Public Health, PowerPoint, Outlook, Microsoft Word, Public Speaking, Research, Medical Devices, Microsoft Excel, Patient Education, Data Entry, Medical Terminology, Health Policy, Healthcare Information..., Health Promotion, Medicare, Social Networking, Patient Safety, Psychology, Healthcare Industry, Healthcare Reimbursement, Data Analysis, Social Media
Education
Northeastern University 2007 — 2010
Bachelor of Science (BS), Psychology
Samuel Canales Samuel Canales's NFP Experience June 2015 - Present
Job Student at Bowdoin College
Industry Higher Education
Experience
NFP June 2015 - Present
NFP June 2014 - August 2014
Education
Bowdoin College 2011 — 2015
Bachelor of Arts (B.A.), Government and Legal Studies, Economics
NFP June 2015 - Present
NFP June 2014 - August 2014
Education
Bowdoin College 2011 — 2015
Bachelor of Arts (B.A.), Government and Legal Studies, Economics
Abbaigale Nelson Abbaigale Nelson's NFP Experience June 2015 - Present
Job Marketing Administrative Assistant at NFP
Industry Financial Services
Experience
NFP June 2015 - Present
NFP June 2015 - Present
Pizzuti Collection August 2013 - October 2014
Skreened July 2011 - October 2014
openheartcreatures May 2011 - October 2014
Black Creek Bistro November 2010 - August 2011
p:ear January 2009 - October 2010
3Degrees January 2009 - August 2010
OSU Urban Arts Space February 2008 - January 2009
Billy Ireland Cartoon Library and Museum June 2007 - December 2007
Skills
Community Outreach, Art, Recruiting, Human Resources, Research, Film, Sales, Art Exhibitions, Employee Benefits, Purchasing, Databases, Event Planning, Catering, Spanish, Fundraising, Nonprofits, Social Networking, Social Media, Event Management, Onboarding, Training, Public Speaking, Adobe Creative Suite, Photoshop
Education
Portland State University 2009 — 2009
None, Non-Profit/Public/Organizational Management, 4.0
The Ohio State University 2006 — 2008
BA, Fine Arts
Diavox Ecole des Langue 2005 — 2005
Certificat de completion, French
Denison University 2002 — 2005
n/a, Theatre, Queer Studies
NFP June 2015 - Present
NFP June 2015 - Present
Pizzuti Collection August 2013 - October 2014
Skreened July 2011 - October 2014
openheartcreatures May 2011 - October 2014
Black Creek Bistro November 2010 - August 2011
p:ear January 2009 - October 2010
3Degrees January 2009 - August 2010
OSU Urban Arts Space February 2008 - January 2009
Billy Ireland Cartoon Library and Museum June 2007 - December 2007
Skills
Community Outreach, Art, Recruiting, Human Resources, Research, Film, Sales, Art Exhibitions, Employee Benefits, Purchasing, Databases, Event Planning, Catering, Spanish, Fundraising, Nonprofits, Social Networking, Social Media, Event Management, Onboarding, Training, Public Speaking, Adobe Creative Suite, Photoshop
Education
Portland State University 2009 — 2009
None, Non-Profit/Public/Organizational Management, 4.0
The Ohio State University 2006 — 2008
BA, Fine Arts
Diavox Ecole des Langue 2005 — 2005
Certificat de completion, French
Denison University 2002 — 2005
n/a, Theatre, Queer Studies
Kacie Cardwell's NFP Experience November 2014 - Present
Job Client Support Specialist at NFP
Industry Leisure, Travel & Tourism
Experience
NFP November 2014 - Present
HealthSouth March 2014 - November 2014
Workaway March 2013 - December 2013
Compass Housing Alliance September 2011 - February 2013
Women of Wisdom Foundation October 2011 - February 2012
Compass Housing Alliance August 2010 - August 2011
Homeward Bound January 2007 - July 2010
Mars Hill College August 2008 - May 2010
Koinonia Farm June 2009 - August 2009
Skills
Telephone Skills, Volunteering, Nonprofits, Oral & Written..., Administrative Work, Customer Service, Social Justice, Computer Proficiency, Employee Training, Accurate Data Entry, Volunteer Management, Microsoft Excel
Education
Mars Hill College 2006 — 2010
Bachelor of Arts (B.A.), Religious & Philosophical Studies; Minor in Mathematics, 3.99
NFP November 2014 - Present
HealthSouth March 2014 - November 2014
Workaway March 2013 - December 2013
Compass Housing Alliance September 2011 - February 2013
Women of Wisdom Foundation October 2011 - February 2012
Compass Housing Alliance August 2010 - August 2011
Homeward Bound January 2007 - July 2010
Mars Hill College August 2008 - May 2010
Koinonia Farm June 2009 - August 2009
Skills
Telephone Skills, Volunteering, Nonprofits, Oral & Written..., Administrative Work, Customer Service, Social Justice, Computer Proficiency, Employee Training, Accurate Data Entry, Volunteer Management, Microsoft Excel
Education
Mars Hill College 2006 — 2010
Bachelor of Arts (B.A.), Religious & Philosophical Studies; Minor in Mathematics, 3.99
Kyle Healy's NFP Experience February 2015 - Present
Job Vice President, Corporate Development at NFP
Industry Insurance
Experience
NFP February 2015 - Present
NFP Corporate Services (NY) May 2014 - January 2015
Lenox Advisors June 2008 - May 2014
Healy Insurance Solutions, LLC August 2006 - June 2008
United States Golf Association February 2006 - July 2006
Skills
Healthcare, Employee Benefits, Insurance, Strategic Planning, Customer Relations, Disability Insurance, Health Insurance, Strategic Partnerships, New Business Development, Account Management, Public Relations, Customer Service, Event Planning, Finance, Analysis, Recruiting, Investments, Strategy
Education
Ithaca College 2001 — 2005
BS, Sports Information and Communications
Pope John XXIII HS 1997 — 2001
NFP February 2015 - Present
NFP Corporate Services (NY) May 2014 - January 2015
Lenox Advisors June 2008 - May 2014
Healy Insurance Solutions, LLC August 2006 - June 2008
United States Golf Association February 2006 - July 2006
Skills
Healthcare, Employee Benefits, Insurance, Strategic Planning, Customer Relations, Disability Insurance, Health Insurance, Strategic Partnerships, New Business Development, Account Management, Public Relations, Customer Service, Event Planning, Finance, Analysis, Recruiting, Investments, Strategy
Education
Ithaca College 2001 — 2005
BS, Sports Information and Communications
Pope John XXIII HS 1997 — 2001
Kevin Conlon's NFP Experience September 2012 - Present
Job Business Development at NFP Corporate Services (NY)
Industry Insurance
Experience
NFP September 2012 - Present
Underground Sounds, Inc. August 2003 - Present
Skills
Event Planning, Employee Benefits, Management, Leadership, Entertainment, Sales, Business Development, Public Speaking, Insurance, Entrepreneurship, Risk Management, Marketing, Sales Operations, Sales Management, Sales Process, Team Management, Human Resources, Event Management, Team Building, Consulting
Education
St. Francis College 2007 — 2011
BA, Communication Arts 2011
Dublin Business School 2009 — 2010
Irish: Film, History, Politics, Lit, and Media
NFP September 2012 - Present
Underground Sounds, Inc. August 2003 - Present
Skills
Event Planning, Employee Benefits, Management, Leadership, Entertainment, Sales, Business Development, Public Speaking, Insurance, Entrepreneurship, Risk Management, Marketing, Sales Operations, Sales Management, Sales Process, Team Management, Human Resources, Event Management, Team Building, Consulting
Education
St. Francis College 2007 — 2011
BA, Communication Arts 2011
Dublin Business School 2009 — 2010
Irish: Film, History, Politics, Lit, and Media
Dana Marley, NASM-CPT Dana Marley, NASM-CPT's NFP Experience April 2011 - June 2015
Job Senior Project Manager at HCA
Industry Hospital & Health Care
Experience
HCA IT&S June 2015 - Present
NFP April 2011 - June 2015
Highland Capital Brokerage October 2010 - April 2011
Ameriprise Financial January 2007 - January 2010
Skills
Marketing, Event Planning, Social Media, Sales, Employee Benefits, Insurance, Project Management, Social Media Marketing, Account Management, Marketing Communications, Salesforce.com, Strategic Planning, Leadership, Project Planning, Customer Service, PowerPoint, Lyris, Marketing Strategy, Email Marketing, Team Building, Personal Training, NASM, Cpr Certified, Indoor Cycling
Education
Concordia University-Austin 2011 — 2013
Bachelors, Business Marketing, 4.0
San Jacinto College 2006 — 2009
Associates of Arts, Business
HCA IT&S June 2015 - Present
NFP April 2011 - June 2015
Highland Capital Brokerage October 2010 - April 2011
Ameriprise Financial January 2007 - January 2010
Skills
Marketing, Event Planning, Social Media, Sales, Employee Benefits, Insurance, Project Management, Social Media Marketing, Account Management, Marketing Communications, Salesforce.com, Strategic Planning, Leadership, Project Planning, Customer Service, PowerPoint, Lyris, Marketing Strategy, Email Marketing, Team Building, Personal Training, NASM, Cpr Certified, Indoor Cycling
Education
Concordia University-Austin 2011 — 2013
Bachelors, Business Marketing, 4.0
San Jacinto College 2006 — 2009
Associates of Arts, Business
Paul Osterberg Paul Osterberg's NFP Experience January 2006 - November 2008
Job CoFounder and Managing Director at Strategy Basecamp
Industry Management Consulting
Experience
Strategy Basecamp July 2013 - Present
IFX Consulting Group, LLC January 2012 - Present
AFAM Innealta Capital November 2008 - April 2012
NFP January 2006 - November 2008
NFP Securities June 2001 - January 2006
Deloitte Consulting December 1996 - May 2001
Prudential Financial January 1990 - November 1996
Twin Cities Federal (TCF Bank) July 1988 - December 1989
Norwest Bank (Wells Fargo) April 1988 - June 1988
Federal Reserve Bank of Minneapolis June 1987 - March 1988
Skills
IT Strategy, Information Technology, Business Strategy, Business Development, CRM, Financial Analysis, Project Management, Management, Strategic Planning, Strategy, Consulting, Entrepreneurship, Operations Management, Business Planning, Program Management, Financial Services, Risk Management, Investments, Mergers & Acquisitions, Budgets, Securities, Project Planning, Start-ups, Management Consulting, Analysis, Executive Management, Interactive Marketing, Vendor Management, Marketing, Morningstar, Finance
Education
Wharton School, University of Pennsylvania 2005 — 2007
SII
Brown Institute 1995 — 1996
Columbia University in the City of New York 1993 — 1994
University of Minnesota - Carlson School of Management 1985 — 1989
BSB
Kimball 1981 — 1985
Strategy Basecamp July 2013 - Present
IFX Consulting Group, LLC January 2012 - Present
AFAM Innealta Capital November 2008 - April 2012
NFP January 2006 - November 2008
NFP Securities June 2001 - January 2006
Deloitte Consulting December 1996 - May 2001
Prudential Financial January 1990 - November 1996
Twin Cities Federal (TCF Bank) July 1988 - December 1989
Norwest Bank (Wells Fargo) April 1988 - June 1988
Federal Reserve Bank of Minneapolis June 1987 - March 1988
Skills
IT Strategy, Information Technology, Business Strategy, Business Development, CRM, Financial Analysis, Project Management, Management, Strategic Planning, Strategy, Consulting, Entrepreneurship, Operations Management, Business Planning, Program Management, Financial Services, Risk Management, Investments, Mergers & Acquisitions, Budgets, Securities, Project Planning, Start-ups, Management Consulting, Analysis, Executive Management, Interactive Marketing, Vendor Management, Marketing, Morningstar, Finance
Education
Wharton School, University of Pennsylvania 2005 — 2007
SII
Brown Institute 1995 — 1996
Columbia University in the City of New York 1993 — 1994
University of Minnesota - Carlson School of Management 1985 — 1989
BSB
Kimball 1981 — 1985
Kim (Zirrillo) Bell's NFP Experience December 2009 - Present
Job Sr. Vice President, Health Services
Industry Insurance
Experience
NFP December 2009 - Present
2003-2009 Key Family of Companies July 2004 - August 2009
Key Family of Companies August 2003 - August 2009
Strategic Planning 2003-2004 August 2003 - July 2004
The Nyhart Company, Inc. January 1995 - January 2003
The Nyhart Company. Inc. January 1993 - January 1995
The Nyhart Company, Inc. January 1991 - January 1993
Key Benefit Administrators, Inc January 1986 - January 1991
American United Life Insurance Co 1981 - 1986
Education
International Foundation 1991 — 2003
Group Benefits Associate; Bachelor of Science
Indiana University - Kelley School of Business 1979 — 1984
Bachelor of Science, Finance
Indiana Wesleyan University
Master of Science, Management
NFP December 2009 - Present
2003-2009 Key Family of Companies July 2004 - August 2009
Key Family of Companies August 2003 - August 2009
Strategic Planning 2003-2004 August 2003 - July 2004
The Nyhart Company, Inc. January 1995 - January 2003
The Nyhart Company. Inc. January 1993 - January 1995
The Nyhart Company, Inc. January 1991 - January 1993
Key Benefit Administrators, Inc January 1986 - January 1991
American United Life Insurance Co 1981 - 1986
Education
International Foundation 1991 — 2003
Group Benefits Associate; Bachelor of Science
Indiana University - Kelley School of Business 1979 — 1984
Bachelor of Science, Finance
Indiana Wesleyan University
Master of Science, Management
Keith Hoffman Keith Hoffman's NFP Experience October 2006 - Present
Job Disability | Income Protection & Executive Benefits | Practice Management | Training | Motivational Sales Ideas
Industry Financial Services
Experience
UsTOO International www.ustoo.org January 2014 - Present
NFP October 2006 - Present
NFP Eilers Financial October 2003 - October 2006
Provident, Paul Revere, Unum 1987 - 2003
Skills
Disability Insurance, Employee Benefits, Executive Compensation, Small Business, Brokers, Long Term Care, Insurance, Estate Planning, Training Skills
Education
Florida State University 1981 — 1983
Masters, Organizational Communication, General
University of North Carolina at Chapel Hill 1978 — 1981
Bachelor of Science, Communications
UsTOO International www.ustoo.org January 2014 - Present
NFP October 2006 - Present
NFP Eilers Financial October 2003 - October 2006
Provident, Paul Revere, Unum 1987 - 2003
Skills
Disability Insurance, Employee Benefits, Executive Compensation, Small Business, Brokers, Long Term Care, Insurance, Estate Planning, Training Skills
Education
Florida State University 1981 — 1983
Masters, Organizational Communication, General
University of North Carolina at Chapel Hill 1978 — 1981
Bachelor of Science, Communications
Brady Ayala Brady Ayala's NFP Experience 2009 - Present
Job Employee Benefits Consultant at NFP Oklahoma
Industry Insurance
Experience
OKHR - Board of Directors October 2012 - Present
OCHRS - Board of Directors October 2011 - Present
NFP 2009 - Present
Merrill Lynch 2008 - 2009
SandRidge Energy 2006 - 2008
Skills
Employee Benefits, Benefits Administration, Employee Relations, HRIS, Insurance, 401k, Human Resources, Disability Insurance, Onboarding, Recruiting, Performance Management, Customer Service, Health Insurance, FMLA, Cold Calling, Workers Compensation, New Hire Orientations, Training, Leadership Development, Deferred Compensation, HR Consulting, Employee Training, COBRA, Applicant Tracking..., Business Planning, Compensation & Benefit, Employee Engagement, Employee Handbooks, College Recruiting, HR Policies, Health Savings Accounts, Healthcare, Hiring, Interviews, Employment Law, Labor Relations, Life Insurance, Negotiation, Open Enrollment, Organizational..., Payroll, Personnel Management, Policy, Resume Writing, Succession Planning, Term Life Insurance, Workforce Planning, Talent Acquisition, Talent Management, PeopleSoft
Education
Oklahoma State University 1999 — 2002
University of Central Oklahoma
OKHR - Board of Directors October 2012 - Present
OCHRS - Board of Directors October 2011 - Present
NFP 2009 - Present
Merrill Lynch 2008 - 2009
SandRidge Energy 2006 - 2008
Skills
Employee Benefits, Benefits Administration, Employee Relations, HRIS, Insurance, 401k, Human Resources, Disability Insurance, Onboarding, Recruiting, Performance Management, Customer Service, Health Insurance, FMLA, Cold Calling, Workers Compensation, New Hire Orientations, Training, Leadership Development, Deferred Compensation, HR Consulting, Employee Training, COBRA, Applicant Tracking..., Business Planning, Compensation & Benefit, Employee Engagement, Employee Handbooks, College Recruiting, HR Policies, Health Savings Accounts, Healthcare, Hiring, Interviews, Employment Law, Labor Relations, Life Insurance, Negotiation, Open Enrollment, Organizational..., Payroll, Personnel Management, Policy, Resume Writing, Succession Planning, Term Life Insurance, Workforce Planning, Talent Acquisition, Talent Management, PeopleSoft
Education
Oklahoma State University 1999 — 2002
University of Central Oklahoma
Brad Black's NFP Experience June 2014 - Present
Job Regional Sales Director at NFP
Industry Insurance
Experience
NFP June 2014 - Present
Skills
Insurance, Employee Benefits, Retirement Plan..., Human Resources, Sales Management, Marketing
Education
Davidson College 1986 — 1990
NFP June 2014 - Present
Skills
Insurance, Employee Benefits, Retirement Plan..., Human Resources, Sales Management, Marketing
Education
Davidson College 1986 — 1990
Lucy Irungu's NFP Experience July 2015 - Present
Job Executive Benefits Marketing Intern at NFP
Industry Insurance
Experience
NFP July 2015 - Present
Panasonic Industrial Devices Sales Company of America October 2014 - May 2015
Panasonic USA May 2014 - September 2014
NJ-HITEC July 2013 - January 2014
Skills
Camtasia, Salesforce.com, Adobe Creative Suite, Microsoft Office, SketchUp, Visio, Blueprint, PC, Mac, WebEx, CisionPoint, Marketo, MailChimp, PR Newswire, HootSuite, Hoovers, Trello, Oktopost
Education
New Jersey Institute of Technology 2011 — 2016
Bachelor's degree, Marketing
NFP July 2015 - Present
Panasonic Industrial Devices Sales Company of America October 2014 - May 2015
Panasonic USA May 2014 - September 2014
NJ-HITEC July 2013 - January 2014
Skills
Camtasia, Salesforce.com, Adobe Creative Suite, Microsoft Office, SketchUp, Visio, Blueprint, PC, Mac, WebEx, CisionPoint, Marketo, MailChimp, PR Newswire, HootSuite, Hoovers, Trello, Oktopost
Education
New Jersey Institute of Technology 2011 — 2016
Bachelor's degree, Marketing
Adnan A. Raja, MSPM, PMP's NFP Experience April 2013 - Present
Job Vice President, Field Technology Solutions at NFP
Industry Information Technology and Services
Experience
NFP April 2013 - Present
University of Phoenix January 2011 - Present
NFP January 2011 - March 2013
Professional Development Center at The University of Texas at Austin January 2010 - November 2011
NFP August 2006 - December 2010
NFP August 2000 - July 2006
RMH Teleservices Asia Pacific Inc July 1997 - May 2003
Skills
Business Analysis, Project Management, SDLC, PMO, Program Management, Product Management, Call Center, Risk Management, Process Improvement, Vendor Management, Software Project..., Change Management, Requirements Analysis, Financial Services, Strategic Planning, Integration, SharePoint, Team Building, Business Intelligence, Relationship Management, Team Leadership, CRM, Disaster Recovery, Salesforce.com, Business Process, Business Development, Cross-functional Team..., Analytics, Business Strategy, Agile Methodologies, Insurance, Management, Cloud Computing, Negotiation, Leadership, Operations Management, Strategy, New Business Development, IT Strategy, Business Process..., Executive Management, Visio, Consulting, Project Portfolio..., Analysis, IT Management, Enterprise Architecture, Teaching
Education
Boston University Questrom School of Business 2006 — 2008
Master's Degree, Masters of Science in Management with emphasis on Project Management
The University of Texas at Austin 1998 — 2000
Bachelor's Degree, Computer Science, (Senior)
NFP April 2013 - Present
University of Phoenix January 2011 - Present
NFP January 2011 - March 2013
Professional Development Center at The University of Texas at Austin January 2010 - November 2011
NFP August 2006 - December 2010
NFP August 2000 - July 2006
RMH Teleservices Asia Pacific Inc July 1997 - May 2003
Skills
Business Analysis, Project Management, SDLC, PMO, Program Management, Product Management, Call Center, Risk Management, Process Improvement, Vendor Management, Software Project..., Change Management, Requirements Analysis, Financial Services, Strategic Planning, Integration, SharePoint, Team Building, Business Intelligence, Relationship Management, Team Leadership, CRM, Disaster Recovery, Salesforce.com, Business Process, Business Development, Cross-functional Team..., Analytics, Business Strategy, Agile Methodologies, Insurance, Management, Cloud Computing, Negotiation, Leadership, Operations Management, Strategy, New Business Development, IT Strategy, Business Process..., Executive Management, Visio, Consulting, Project Portfolio..., Analysis, IT Management, Enterprise Architecture, Teaching
Education
Boston University Questrom School of Business 2006 — 2008
Master's Degree, Masters of Science in Management with emphasis on Project Management
The University of Texas at Austin 1998 — 2000
Bachelor's Degree, Computer Science, (Senior)
Rebecca Mistretta's NFP Experience November 2013 - Present
Job Private Client Account Executive at NFP P&C Private Client Group
Industry Insurance
Experience
NFP November 2013 - Present
MacCormack Agency July 2007 - November 2013
Otterstedt Insurance Agency October 2006 - July 2007
Lowe's Home Improvement April 2003 - February 2006
Skills
Insurance, Property & Casualty..., Personal Lines, Customer Service
Education
Kovats Real Estate and Insurance School
Property and Casualty, Life & Health License
Montclair State University
Bachelor of Education (BEd), Family and Child Studies with concentration in School Settings (k-5)
NFP November 2013 - Present
MacCormack Agency July 2007 - November 2013
Otterstedt Insurance Agency October 2006 - July 2007
Lowe's Home Improvement April 2003 - February 2006
Skills
Insurance, Property & Casualty..., Personal Lines, Customer Service
Education
Kovats Real Estate and Insurance School
Property and Casualty, Life & Health License
Montclair State University
Bachelor of Education (BEd), Family and Child Studies with concentration in School Settings (k-5)
Jon Dart Jon Dart's NFP Experience August 2015 - Present
Job Account Manager at NFP
Industry Information Technology and Services
Experience
NFP August 2015 - Present
Seilevel December 2013 - June 2015
Japan Exchange and Teaching Program(me) (JET) August 2008 - August 2013
Baseline, Inc May 2006 - August 2008
Skills
Teaching, Teaching English as a..., ESL, Editing, Public Speaking, Japanese culture, Japanese, Intercultural..., Event Planning, Social Media, English, Curriculum Design, Adobe Creative Suite, Language Teaching, Microsoft Office, Lesson Planning, Digital Photography, Proofreading, Research, Photography, Tutoring, New Business Development, Marketing Strategy, IT Solutions, Business Development, Event Photography, Account Management, Technical Support, Business D, Sales, Salesforce.com..., Leadership, Critical Thinking
Education
Boise State University 2002 — 2008
Bachelor of Business Administration, Marketing
NFP August 2015 - Present
Seilevel December 2013 - June 2015
Japan Exchange and Teaching Program(me) (JET) August 2008 - August 2013
Baseline, Inc May 2006 - August 2008
Skills
Teaching, Teaching English as a..., ESL, Editing, Public Speaking, Japanese culture, Japanese, Intercultural..., Event Planning, Social Media, English, Curriculum Design, Adobe Creative Suite, Language Teaching, Microsoft Office, Lesson Planning, Digital Photography, Proofreading, Research, Photography, Tutoring, New Business Development, Marketing Strategy, IT Solutions, Business Development, Event Photography, Account Management, Technical Support, Business D, Sales, Salesforce.com..., Leadership, Critical Thinking
Education
Boise State University 2002 — 2008
Bachelor of Business Administration, Marketing
Nikki Witcraft Nikki Witcraft's NFP Experience February 2015 - Present
Job Web Designer at NFP
Industry Graphic Design
Experience
NFP February 2015 - Present
Freelance / Graphic Design Services January 2011 - Present
Harris Media LLC June 2013 - August 2014
Artius Innovations January 2013 - April 2013
Internet LAVA, LLC April 2012 - January 2013
Houston Press August 2010 - December 2010
Skills
Social Media Marketing, HTML, HTML 5, CSS, CSS3, JavaScript, PHP, jQuery, Responsive Web Design, Wordpress, MODx, SEO, Photoshop, Dreamweaver, Logo Design, After Effects, Illustrator, Premiere, SEO copywriting, Google Analytics, Google API, Corporate Design, Web Design, Web Development, Photography, WordPress, HTML5
Education
Art Institute of Houston 2011 — 2012
Associate of Science (A.S.), Web Page, Digital/Multimedia and Information Resources Design
University of Arkansas at Fayetteville 2006 — 2010
Bachelor of Arts (B.A.), Journalism
NFP February 2015 - Present
Freelance / Graphic Design Services January 2011 - Present
Harris Media LLC June 2013 - August 2014
Artius Innovations January 2013 - April 2013
Internet LAVA, LLC April 2012 - January 2013
Houston Press August 2010 - December 2010
Skills
Social Media Marketing, HTML, HTML 5, CSS, CSS3, JavaScript, PHP, jQuery, Responsive Web Design, Wordpress, MODx, SEO, Photoshop, Dreamweaver, Logo Design, After Effects, Illustrator, Premiere, SEO copywriting, Google Analytics, Google API, Corporate Design, Web Design, Web Development, Photography, WordPress, HTML5
Education
Art Institute of Houston 2011 — 2012
Associate of Science (A.S.), Web Page, Digital/Multimedia and Information Resources Design
University of Arkansas at Fayetteville 2006 — 2010
Bachelor of Arts (B.A.), Journalism
Erin Reddy's NFP Experience February 2014 - Present
Job Financial Analyst at NFP
Industry Financial Services
Experience
NFP February 2014 - Present
National Financial Partners March 2013 - February 2014
NFP Corporate Services (NY) August 2012 - March 2013
Skills
Financial Analysis, Microsoft Excel, Research, Competitive Analysis, Compliance, Population, Benchmarking, Corporate Benefits, Data Analysis
Education
Bucknell University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Pohs Institute
NY Life, Accident, and Health License, NY Life, Accident, and Health
NFP February 2014 - Present
National Financial Partners March 2013 - February 2014
NFP Corporate Services (NY) August 2012 - March 2013
Skills
Financial Analysis, Microsoft Excel, Research, Competitive Analysis, Compliance, Population, Benchmarking, Corporate Benefits, Data Analysis
Education
Bucknell University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Pohs Institute
NY Life, Accident, and Health License, NY Life, Accident, and Health
Steven Frampton Steven Frampton's NFP Experience March 2007 - Present
Job VP, Technology at NFP
Industry Computer Software
Experience
NFP March 2007 - Present
NFP March 2007 - June 2013
NFP March 2007 - June 2012
NFP March 2007 - March 2010
Gaming Laboratories International October 2004 - April 2005
Skills
Investments, Project Management, SQL, Software Project..., XML, Management, SaaS, Enterprise Architecture, Business Analysis, Microsoft SQL Server, HTML, Web Applications, Process Improvement, IT Strategy, Requirements Analysis, JavaScript, .NET, Web Services, Financial Services, ASP.NET, Integration, Visio, Database Design, Agile Methodologies, C#, SDLC, SOA, CRM, Software Development, Salesforce.com, Photoshop, Sitefinity, Ektron Content..., SSRS, Strategy, SSIS, T-SQL, Business Intelligence, Leadership, Testing, Enterprise Software, Analysis, Data Warehousing
Education
Rowan University 1999 — 2004
BS, Mechanical Engineering
NFP March 2007 - Present
NFP March 2007 - June 2013
NFP March 2007 - June 2012
NFP March 2007 - March 2010
Gaming Laboratories International October 2004 - April 2005
Skills
Investments, Project Management, SQL, Software Project..., XML, Management, SaaS, Enterprise Architecture, Business Analysis, Microsoft SQL Server, HTML, Web Applications, Process Improvement, IT Strategy, Requirements Analysis, JavaScript, .NET, Web Services, Financial Services, ASP.NET, Integration, Visio, Database Design, Agile Methodologies, C#, SDLC, SOA, CRM, Software Development, Salesforce.com, Photoshop, Sitefinity, Ektron Content..., SSRS, Strategy, SSIS, T-SQL, Business Intelligence, Leadership, Testing, Enterprise Software, Analysis, Data Warehousing
Education
Rowan University 1999 — 2004
BS, Mechanical Engineering
Johann J. Pierczynski, ACS, AIAA's NFP Experience August 2015 - Present
Job Manager, Accounts Payable and Data Quality
Industry Insurance
Experience
NFP August 2015 - Present
The David Agency Ins., Inc. March 2011 - May 2015
Premier Risk Services, Inc September 2001 - March 2011
Weir International, Inc. July 2000 - July 2001
Comprehensive Fringe Benefit Planning September 1996 - July 2000
Allmerica Financial July 1996 - September 1996
Rabjohns Financial Group February 1991 - July 1996
Bankers Life and Casualty February 1991 - February 1991
Bankers Life and Casualty September 1988 - February 1991
Bankers Life and Casualty February 1982 - September 1988
Skills
Process Improvement, Account Management, Project Management, Social Media, Employee Benefits, Purchasing, Analysis, Administrative..., Coaching, Project Planning, Strategic Planning, Troubleshooting, Data Entry, Office Management, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Applied Systems-TAM, Spreadsheets, Event Planning, Database Administration, Administrative Work, Office Administration, Coordination, Database Admin, Risk Management, Inventory Management, Nonprofits, Management, Time Management, Policy, Sales, Administration, Accounts Payable, Program Management, Employee Relations, Customer Service, Administrative..., Insurance, Marketing, Team Building, Microsoft Office, Leadership
Education
UW-Milwaukee 1980 — 1981
Nicolet Area Technical College 1978 — 1980
Certificate, Salesmanship
NFP August 2015 - Present
The David Agency Ins., Inc. March 2011 - May 2015
Premier Risk Services, Inc September 2001 - March 2011
Weir International, Inc. July 2000 - July 2001
Comprehensive Fringe Benefit Planning September 1996 - July 2000
Allmerica Financial July 1996 - September 1996
Rabjohns Financial Group February 1991 - July 1996
Bankers Life and Casualty February 1991 - February 1991
Bankers Life and Casualty September 1988 - February 1991
Bankers Life and Casualty February 1982 - September 1988
Skills
Process Improvement, Account Management, Project Management, Social Media, Employee Benefits, Purchasing, Analysis, Administrative..., Coaching, Project Planning, Strategic Planning, Troubleshooting, Data Entry, Office Management, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Applied Systems-TAM, Spreadsheets, Event Planning, Database Administration, Administrative Work, Office Administration, Coordination, Database Admin, Risk Management, Inventory Management, Nonprofits, Management, Time Management, Policy, Sales, Administration, Accounts Payable, Program Management, Employee Relations, Customer Service, Administrative..., Insurance, Marketing, Team Building, Microsoft Office, Leadership
Education
UW-Milwaukee 1980 — 1981
Nicolet Area Technical College 1978 — 1980
Certificate, Salesmanship
Amy Bertram, PT, APT, CFI, CCI's NFP Experience January 2008 - Present
Job Wellness Specialist at NFP
Industry Insurance
Experience
NFP January 2008 - Present
YMCA of Greater Charlotte February 1994 - Present
Train Charlotte January 1997 - January 2008
Novartis Pharmaceuticals April 1991 - May 1997
Long, Haymes, and Carr Advertising Agency 1988 - 1990
Skills
Health, Corporate Wellness, Wellness, Health Promotion, Health Education, Fitness, Nutrition, Employee Wellness, Fitness Training, Healthcare, Personal Training, Strength Training, Public Speaking, Teaching, Corporations, Weight Management, Weight, Lifestyle Coaching, Customer Service, Training, Event Planning
Education
North Carolina State University 1984 — 1988
BA, Communications and Public Relations
R. J. Reynolds High School 1982 — 1984
NFP January 2008 - Present
YMCA of Greater Charlotte February 1994 - Present
Train Charlotte January 1997 - January 2008
Novartis Pharmaceuticals April 1991 - May 1997
Long, Haymes, and Carr Advertising Agency 1988 - 1990
Skills
Health, Corporate Wellness, Wellness, Health Promotion, Health Education, Fitness, Nutrition, Employee Wellness, Fitness Training, Healthcare, Personal Training, Strength Training, Public Speaking, Teaching, Corporations, Weight Management, Weight, Lifestyle Coaching, Customer Service, Training, Event Planning
Education
North Carolina State University 1984 — 1988
BA, Communications and Public Relations
R. J. Reynolds High School 1982 — 1984
Cathy Vasilev Cathy Vasilev's NFP Experience 2005 - March 2010
Job Vice President Compliance Solutions
Industry Management Consulting
Experience
Red Oak Compliance Solutions March 2010 - Present
NFP Securities March 2005 - March 2010
NFP 2005 - March 2010
National Financial Partners 2005 - March 2010
Prudential Financial 2001 - 2005
Smith Barney 2000 - 2001
Tyndale House Publishers 1990 - 2000
Skills
Securities, Series 24, Mutual Funds, Series 7, FINRA, Series 63, Investment Advisory, Fixed Annuities, Investments, Retirement, Insurance, Financial Services, Asset Managment, Equities, Alternative Investments, Life Insurance, Financial Advisory, Risk Management, 401k, Hedge Funds, Relationship Management, Fixed Income, AML, Banking, Due Diligence, Uniform Combined State..., Investment Management, ETFs, Financial Risk, Private Equity, Mergers, Executive Management, ERISA, Strategic Consulting, Mock Audits, GAP Analysis, Advertising Review, Operations Management, Compliance, Compliance Testing, Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Business Planning, Asset Management, Asset Allocation, Employee Benefits, Portfolio Management, Wealth Management...
Education
University of Phoenix 2001 — 2007
MBA, Business
Lyons Township
Northern Illinois University
Political Science and Business
Red Oak Compliance Solutions March 2010 - Present
NFP Securities March 2005 - March 2010
NFP 2005 - March 2010
National Financial Partners 2005 - March 2010
Prudential Financial 2001 - 2005
Smith Barney 2000 - 2001
Tyndale House Publishers 1990 - 2000
Skills
Securities, Series 24, Mutual Funds, Series 7, FINRA, Series 63, Investment Advisory, Fixed Annuities, Investments, Retirement, Insurance, Financial Services, Asset Managment, Equities, Alternative Investments, Life Insurance, Financial Advisory, Risk Management, 401k, Hedge Funds, Relationship Management, Fixed Income, AML, Banking, Due Diligence, Uniform Combined State..., Investment Management, ETFs, Financial Risk, Private Equity, Mergers, Executive Management, ERISA, Strategic Consulting, Mock Audits, GAP Analysis, Advertising Review, Operations Management, Compliance, Compliance Testing, Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Business Planning, Asset Management, Asset Allocation, Employee Benefits, Portfolio Management, Wealth Management...
Education
University of Phoenix 2001 — 2007
MBA, Business
Lyons Township
Northern Illinois University
Political Science and Business
Ron Peters Ron Peters's NFP Experience August 2007 - July 2012
Job Executive Vice President / Partner
Industry Insurance
Experience
Hays Companies August 2012 - Present
NFP August 2007 - July 2012
Shields Healthcare January 2000 - July 2007
Hitachi Medical Systems America 1996 - 2000
Karl Storz Endoscopy 1991 - 1996
Hereaus Lasersonics 1986 - 1991
Education
Norwich University 1981 — 1983
Masters Degree
Norwich University 1977 — 1981
BS
Wellesley High School 1974 — 1977
Hays Companies August 2012 - Present
NFP August 2007 - July 2012
Shields Healthcare January 2000 - July 2007
Hitachi Medical Systems America 1996 - 2000
Karl Storz Endoscopy 1991 - 1996
Hereaus Lasersonics 1986 - 1991
Education
Norwich University 1981 — 1983
Masters Degree
Norwich University 1977 — 1981
BS
Wellesley High School 1974 — 1977
Tom Arcieri Tom Arcieri's NFP Experience April 2000 - Present
Job Managing Director at NFP P&C
Industry Financial Services
Experience
NFP April 2000 - Present
National Financial Partners 2000 - Present
NFP P&C 2000 - Present
GAMCO Investors, Inc. 1988 - 1991
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
MBA, Finance
Fairfield University 1983 — 1987
NFP April 2000 - Present
National Financial Partners 2000 - Present
NFP P&C 2000 - Present
GAMCO Investors, Inc. 1988 - 1991
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
MBA, Finance
Fairfield University 1983 — 1987
Greg Large's NFP Experience January 2002 - Present
Job Managing Partner at Lenox Advisors, Inc. | Wealth Manager | Corporate Benefits
Industry Financial Services
Experience
NFP January 2002 - Present
Lenox Advisors January 1998 - Present
Skills
Retirement Planning, Asset Management, Disability Insurance, Estate Planning, Insurance, Securities, Employee Benefits, Financial Planners, Finance, Wealth Management, Asset Managment, Investments, Mutual Funds, Risk Management, Financial Analysis, Management, Strategic Financial..., Wealth, Retirement, Mergers & Acquisitions, Hedge Funds, Asset Allocation, Alternative Investments, Long-term Care, Life Insurance, 401k, Investment Advisory, Financial Services, Fixed Annuities, Long Term Care, Financial Planning, Series 7, Portfolio Management
Education
Penn State University 1985 — 1990
BS, Economics
Warwick Valley High School
NFP January 2002 - Present
Lenox Advisors January 1998 - Present
Skills
Retirement Planning, Asset Management, Disability Insurance, Estate Planning, Insurance, Securities, Employee Benefits, Financial Planners, Finance, Wealth Management, Asset Managment, Investments, Mutual Funds, Risk Management, Financial Analysis, Management, Strategic Financial..., Wealth, Retirement, Mergers & Acquisitions, Hedge Funds, Asset Allocation, Alternative Investments, Long-term Care, Life Insurance, 401k, Investment Advisory, Financial Services, Fixed Annuities, Long Term Care, Financial Planning, Series 7, Portfolio Management
Education
Penn State University 1985 — 1990
BS, Economics
Warwick Valley High School
Anthony Ray Anthony Ray's NFP Experience February 2014 - April 2015
Job Systems Engineer at NFP
Industry Computer Networking
Experience
WWE June 2015 - Present
NYC Department of Education April 2001 - Present
NFP February 2014 - April 2015
BROOKLYN PUBLIC LIBRARY February 1999 - April 1999
price waterhouse 1990 - 1993
The Chase Manhattan Bank January 1987 - January 1990
Skills
Storage Area Networks, Network Engineering, Network Security, Access, Customer Service, Management, Linux, Data Center, IIS, Operating Systems, SQL, Active Directory, Servers, Network Administration, Troubleshooting, DHCP, Microsoft Exchange, Networking, Windows, VMware, Enterprise Software, Security, Human Resources, IT Management, Teamwork, IT Strategy, Technical Support, Virtualization, VPN, Windows 7, XP, Windows Server, Vendor Management, TCP/IP, Microsoft SQL Server, SharePoint, Disaster Recovery, Computer Hardware, Switches, DNS, CCNA, Program Management, Project Management, Cisco Technologies, System Administration, Cloud Computing, System Deployment, Microsoft Technologies, Business Intelligence, Enterprise Architecture
Education
Anthony K. Ray 1993 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Metropolitan College of New York - School of Business 1990 — 1993
business Administrator, Business Administration and Management, General
WWE June 2015 - Present
NYC Department of Education April 2001 - Present
NFP February 2014 - April 2015
BROOKLYN PUBLIC LIBRARY February 1999 - April 1999
price waterhouse 1990 - 1993
The Chase Manhattan Bank January 1987 - January 1990
Skills
Storage Area Networks, Network Engineering, Network Security, Access, Customer Service, Management, Linux, Data Center, IIS, Operating Systems, SQL, Active Directory, Servers, Network Administration, Troubleshooting, DHCP, Microsoft Exchange, Networking, Windows, VMware, Enterprise Software, Security, Human Resources, IT Management, Teamwork, IT Strategy, Technical Support, Virtualization, VPN, Windows 7, XP, Windows Server, Vendor Management, TCP/IP, Microsoft SQL Server, SharePoint, Disaster Recovery, Computer Hardware, Switches, DNS, CCNA, Program Management, Project Management, Cisco Technologies, System Administration, Cloud Computing, System Deployment, Microsoft Technologies, Business Intelligence, Enterprise Architecture
Education
Anthony K. Ray 1993 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Metropolitan College of New York - School of Business 1990 — 1993
business Administrator, Business Administration and Management, General
Julie (Gracie) Moseley Julie (Gracie) Moseley's NFP Experience April 2015 - Present
Job Database Developer at NFP
Industry Computer Software
Experience
NFP April 2015 - Present
PeopleAdmin September 2011 - Present
InReach November 2007 - June 2011
Dell Financial Services December 2006 - November 2007
Washington Mutual March 2003 - November 2006
Invenio Solutions Inc. April 2002 - March 2003
JPMorgan Chase & Co. February 1999 - March 2002
University of Texas Southwestern Medical Center July 1979 - June 1992
Skills
SSIS, SSRS, Microsoft SQL Server, Software Documentation, T-SQL, Databases, Access, System Administration, Agile Methodologies, SQL, Business Intelligence, Software Development, Visual Studio, Visual Basic, IIS, Web Applications, Oracle, SharePoint, Stored Procedures, Integration, OLAP, ASP, Enterprise Software, DTS, Data Analysis, Database Design, SQL Tuning, Replication, Troubleshooting, SQL Server Management...
Education
University of Michigan
B.S, Biology
Austin Community College
Computer Science
University of Texas Southwestern Medical Center
Clinical Science
NFP April 2015 - Present
PeopleAdmin September 2011 - Present
InReach November 2007 - June 2011
Dell Financial Services December 2006 - November 2007
Washington Mutual March 2003 - November 2006
Invenio Solutions Inc. April 2002 - March 2003
JPMorgan Chase & Co. February 1999 - March 2002
University of Texas Southwestern Medical Center July 1979 - June 1992
Skills
SSIS, SSRS, Microsoft SQL Server, Software Documentation, T-SQL, Databases, Access, System Administration, Agile Methodologies, SQL, Business Intelligence, Software Development, Visual Studio, Visual Basic, IIS, Web Applications, Oracle, SharePoint, Stored Procedures, Integration, OLAP, ASP, Enterprise Software, DTS, Data Analysis, Database Design, SQL Tuning, Replication, Troubleshooting, SQL Server Management...
Education
University of Michigan
B.S, Biology
Austin Community College
Computer Science
University of Texas Southwestern Medical Center
Clinical Science
Owen Hoepfner's NFP Experience May 2014 - August 2014
Job Management Consulting Intern at HealthScape Advisors LLC
Industry Public Policy
Experience
HealthScape Advisors LLC May 2015 - August 2015
NFP May 2014 - August 2014
Blue Stars World Class Drum and Bugle Corps November 2012 - August 2013
Skills
Public Speaking, Leadership, Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Team Management, Microsoft Word, Statistics, Politics, Quantitative Analytics, Governance, Judicial Review, Teamwork, Event Management, Data Analysis, Access
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor of Science (B.S.), Majors: Economic Consulting, Public Policy Analysis, and Legal Studies; Minor: Geography
Prospect High School 2008 — 2012
HealthScape Advisors LLC May 2015 - August 2015
NFP May 2014 - August 2014
Blue Stars World Class Drum and Bugle Corps November 2012 - August 2013
Skills
Public Speaking, Leadership, Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Team Management, Microsoft Word, Statistics, Politics, Quantitative Analytics, Governance, Judicial Review, Teamwork, Event Management, Data Analysis, Access
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor of Science (B.S.), Majors: Economic Consulting, Public Policy Analysis, and Legal Studies; Minor: Geography
Prospect High School 2008 — 2012
Mei Au, CPA, CFP® Mei Au, CPA, CFP®'s NFP Experience May 2012 - Present
Job Senior Vice President at NFP
Industry Financial Services
Experience
NFP May 2012 - Present
Susan G. Komen for the Cure SC Mountains to Midlands Affiliate April 2012 - Present
EDIA (Elliott Davis Inv Advisors) October 2005 - May 2012
Skills
Financial Planning, Investment Management, Retirement Planning, Social Security Planning, Retirement, 401k, Estate Planning, Financial Reporting, Small Business, Non-profits
Education
Memorial University of Newfoundland 1980 — 1985
Bachelor of Commerce (B.Com.), Finance, General
NFP May 2012 - Present
Susan G. Komen for the Cure SC Mountains to Midlands Affiliate April 2012 - Present
EDIA (Elliott Davis Inv Advisors) October 2005 - May 2012
Skills
Financial Planning, Investment Management, Retirement Planning, Social Security Planning, Retirement, 401k, Estate Planning, Financial Reporting, Small Business, Non-profits
Education
Memorial University of Newfoundland 1980 — 1985
Bachelor of Commerce (B.Com.), Finance, General
Maria M. Chachere Maria M. Chachere's NFP Experience October 2012 - Present
Job Senior HR Business Partner at NFP
Industry Insurance
Experience
NFP HR Services January 2015 - Present
NFP HR Services April 2013 - Present
NFP October 2012 - Present
AKAM ASSOCIATES, INC April 2011 - 2012
GROUP BENEFIT SPECIALIST December 2008 - March 2011
MONDAY PROPERTIES, LLC January 2003 - December 2008
MAX CAPITAL MANAGEMENT CO January 2001 - January 2003
OpCenter, LLC January 1999 - January 2001
WILLIAMS REAL ESTATE, CO. INC January 1998 - January 1999
TISHMAN SPEYER PROPERTIES, INC. January 1994 - January 1998
Skills
Training & Development, Benefits Administration, Compliance, Recruitment/Retention, Transition Management, Employee Relations, Hiring, Benefits, Employee Benefits, Microsoft Office, Excel, Performance Management, Payroll, Problem Solving, Negotiation, Team Building, Change Management, HRIS, Recruiting, Microsoft Excel, Employee Training, Health Insurance, Insurance, Talent Acquisition, Applicant Tracking..., Management, Policy, Interviews, Personnel Management, Contract Negotiation, Leadership, Training, Budgets, Access, Outlook, Coaching, Onboarding, Human Resources
Education
New York Theological Seminary 2010 — 2012
Certificate in Pastoral Counceling, Chaplaincy
John Jay College of Criminal Justice 1982 — 1986
Psychology
NFP HR Services January 2015 - Present
NFP HR Services April 2013 - Present
NFP October 2012 - Present
AKAM ASSOCIATES, INC April 2011 - 2012
GROUP BENEFIT SPECIALIST December 2008 - March 2011
MONDAY PROPERTIES, LLC January 2003 - December 2008
MAX CAPITAL MANAGEMENT CO January 2001 - January 2003
OpCenter, LLC January 1999 - January 2001
WILLIAMS REAL ESTATE, CO. INC January 1998 - January 1999
TISHMAN SPEYER PROPERTIES, INC. January 1994 - January 1998
Skills
Training & Development, Benefits Administration, Compliance, Recruitment/Retention, Transition Management, Employee Relations, Hiring, Benefits, Employee Benefits, Microsoft Office, Excel, Performance Management, Payroll, Problem Solving, Negotiation, Team Building, Change Management, HRIS, Recruiting, Microsoft Excel, Employee Training, Health Insurance, Insurance, Talent Acquisition, Applicant Tracking..., Management, Policy, Interviews, Personnel Management, Contract Negotiation, Leadership, Training, Budgets, Access, Outlook, Coaching, Onboarding, Human Resources
Education
New York Theological Seminary 2010 — 2012
Certificate in Pastoral Counceling, Chaplaincy
John Jay College of Criminal Justice 1982 — 1986
Psychology
Kimberly Perry, CLTC Kimberly Perry, CLTC's NFP Experience August 2000 - Present
Job Individual Medical, Medicare and Long Term Care Account Manager/Sales
Industry Insurance
Experience
NFP August 2000 - Present
Corporate Benefits, Inc. March 2005 - May 2012
The Guardian Life Insurance Company of America 1995 - 1997
Skills
Disability Insurance, Life Insurance, Employee Benefits, Term Life Insurance, Public Speaking, Healthcare, Marketing, Health Insurance, New Business Development, Long-term Care
Education
Elon University 1989 — 1994
Bachelor of Science (BS), English Language and Literature, General
Elon College (University) 1989 — 1993
Bachelor of Arts (BA) - English
NFP August 2000 - Present
Corporate Benefits, Inc. March 2005 - May 2012
The Guardian Life Insurance Company of America 1995 - 1997
Skills
Disability Insurance, Life Insurance, Employee Benefits, Term Life Insurance, Public Speaking, Healthcare, Marketing, Health Insurance, New Business Development, Long-term Care
Education
Elon University 1989 — 1994
Bachelor of Science (BS), English Language and Literature, General
Elon College (University) 1989 — 1993
Bachelor of Arts (BA) - English
Tom Noonan Tom Noonan's NFP Experience 2015 - 2015
Job Director of Finance at Time Inc.
Industry Financial Services
Experience
Time Inc. October 2013 - Present
NFP 2015 - 2015
NFP 2015 - 2015
American Express March 2008 - September 2013
American Express March 2005 - March 2008
Bertelsmann July 2000 - March 2005
Skills
Financial Analysis, Forecasting, Financial Modeling, Finance, Analytics, Variance Analysis, Strategic Financial..., Financial Reporting, P&L Management, Managerial Finance, Budgets, Strategy, Business Development, Analysis, Cross-functional Team..., Mergers & Acquisitions, P&L, Strategic Partnerships, Project Management, Management, Strategic Planning, Database Marketing, Customer Retention, Process Improvement, Marketing, Direct Marketing, Business Analysis, Customer Acquisition, Business Planning, Financial Services, Start-ups, Accounting, CRM, Leadership, Budget Process, Business Strategy, Financial Planning
Education
Fordham Gabelli School of Business
MBA
State University of New York at Binghamton
Bachelor's Degree
Xavier
Xavier High School
Time Inc. October 2013 - Present
NFP 2015 - 2015
NFP 2015 - 2015
American Express March 2008 - September 2013
American Express March 2005 - March 2008
Bertelsmann July 2000 - March 2005
Skills
Financial Analysis, Forecasting, Financial Modeling, Finance, Analytics, Variance Analysis, Strategic Financial..., Financial Reporting, P&L Management, Managerial Finance, Budgets, Strategy, Business Development, Analysis, Cross-functional Team..., Mergers & Acquisitions, P&L, Strategic Partnerships, Project Management, Management, Strategic Planning, Database Marketing, Customer Retention, Process Improvement, Marketing, Direct Marketing, Business Analysis, Customer Acquisition, Business Planning, Financial Services, Start-ups, Accounting, CRM, Leadership, Budget Process, Business Strategy, Financial Planning
Education
Fordham Gabelli School of Business
MBA
State University of New York at Binghamton
Bachelor's Degree
Xavier
Xavier High School
Ryan Gavigan Ryan Gavigan's NFP Experience June 2014 - August 2014
Job Student at Colgate University
Industry Computer Software
Experience
RAM Technologies (Health Plan Software) July 2015 - August 2015
NFP June 2014 - August 2014
Skills
Programming, Java, Linux, Software Documentation, Functional Testing, Microsoft Office, Unix, Windows, Python
Education
Colgate University 2012 — 2016
Computer Science
Germantown Academy 2008 — 2012
RAM Technologies (Health Plan Software) July 2015 - August 2015
NFP June 2014 - August 2014
Skills
Programming, Java, Linux, Software Documentation, Functional Testing, Microsoft Office, Unix, Windows, Python
Education
Colgate University 2012 — 2016
Computer Science
Germantown Academy 2008 — 2012
Jordan Cook Jordan Cook's NFP Experience August 2014 - Present
Job Producer/Benefits Specialist at NFP
Industry Insurance
Experience
NFP August 2014 - Present
Maschino, Hudelson & Associates June 2010 - August 2014
Heritage Trust Company January 2010 - May 2010
Skills
Benefits Design, Benefits Negotiation, HR Solutions, Benefits Administration, Employee Benefits, Benefits, Employee Relations, HRIS, Health Insurance, Onboarding, Disability Insurance, 401k, FMLA, Health Savings Accounts, Insurance, Workers Compensation, Public Speaking
Education
Oklahoma Christian University 2007 — 2010
Finance
University of Louisiana at Monroe 2006 — 2007
Bachelor's degree, Finance and Financial Management Services
EMHS
Edmond Memorial
NFP August 2014 - Present
Maschino, Hudelson & Associates June 2010 - August 2014
Heritage Trust Company January 2010 - May 2010
Skills
Benefits Design, Benefits Negotiation, HR Solutions, Benefits Administration, Employee Benefits, Benefits, Employee Relations, HRIS, Health Insurance, Onboarding, Disability Insurance, 401k, FMLA, Health Savings Accounts, Insurance, Workers Compensation, Public Speaking
Education
Oklahoma Christian University 2007 — 2010
Finance
University of Louisiana at Monroe 2006 — 2007
Bachelor's degree, Finance and Financial Management Services
EMHS
Edmond Memorial
Bob Avina Bob Avina's NFP Experience October 2013 - Present
Job Benefits Analyst at NFP
Industry Financial Services
Experience
NFP October 2013 - Present
STERIS-VIA Staff Matrix February 2013 - May 2013
Towers Watson May 2008 - January 2013
Garick 2007 - 2008
Fleet Response 2006 - 2007
Hertz 2005 - 2006
Education
Lakeland Community College 2006 — 2009
Human Resource Certificate, Human Resources
Purdue University 1998 — 2001
Bachelor of Arts, Communication
NFP October 2013 - Present
STERIS-VIA Staff Matrix February 2013 - May 2013
Towers Watson May 2008 - January 2013
Garick 2007 - 2008
Fleet Response 2006 - 2007
Hertz 2005 - 2006
Education
Lakeland Community College 2006 — 2009
Human Resource Certificate, Human Resources
Purdue University 1998 — 2001
Bachelor of Arts, Communication
Caleb Noel Caleb Noel's NFP Experience October 2007 - Present
Job Senior Vice President at NFP
Industry Financial Services
Experience
NFP October 2007 - Present
Scottish Re January 2006 - October 2007
National Financial Partners December 2000 - December 2005
Prudential Securities 1998 - 2000
Skills
Insurance, Investments, Mergers, Capital Markets, Financial Modeling, Underwriting, Corporate Finance, Financial Analysis, Valuation, Financial Services, Strategic Financial..., Investment Banking, Employee Benefits, Due Diligence, Strategic Planning, Life Insurance
Education
Georgetown University 1994 — 1998
BSBA, Finance and International Business, Cum Laude
NFP October 2007 - Present
Scottish Re January 2006 - October 2007
National Financial Partners December 2000 - December 2005
Prudential Securities 1998 - 2000
Skills
Insurance, Investments, Mergers, Capital Markets, Financial Modeling, Underwriting, Corporate Finance, Financial Analysis, Valuation, Financial Services, Strategic Financial..., Investment Banking, Employee Benefits, Due Diligence, Strategic Planning, Life Insurance
Education
Georgetown University 1994 — 1998
BSBA, Finance and International Business, Cum Laude
Matt Andersen Matt Andersen's NFP Experience January 2013 - May 2014
Job Investment Banker & Entrepreneur
Industry Financial Services
Experience
Westlake Securities, LLC July 2014 - Present
Real Estate and Manufacturing January 2004 - Present
NFP January 2013 - May 2014
NFP September 2007 - January 2013
MullinTBG - A Prudential Company January 2005 - September 2007
Clark Consulting - AEGON August 2001 - January 2005
Skills
Management Consulting, Strategic Planning, Executive Compensation, Marketing Strategy, Operations Management, Executive Pay, Mergers & Acquisitions, Business Analysis, Corporate Finance, Investments, Financial Services, Strategy, Leadership, Insurance, Wealth Management, Executive Management, Portfolio Management, Strategic Financial...
Education
University of Chicago 2010 — 2010
Executive Education, Creating Shareholder Value
Havard Law 2009 — 2009
Executive Education, Program on Negotiation
Sam Houston State University 2007 — 2009
MBA, Financial Institution Management
University of Findlay 1996 — 1999
BA, Corporate Communications
Westlake Securities, LLC July 2014 - Present
Real Estate and Manufacturing January 2004 - Present
NFP January 2013 - May 2014
NFP September 2007 - January 2013
MullinTBG - A Prudential Company January 2005 - September 2007
Clark Consulting - AEGON August 2001 - January 2005
Skills
Management Consulting, Strategic Planning, Executive Compensation, Marketing Strategy, Operations Management, Executive Pay, Mergers & Acquisitions, Business Analysis, Corporate Finance, Investments, Financial Services, Strategy, Leadership, Insurance, Wealth Management, Executive Management, Portfolio Management, Strategic Financial...
Education
University of Chicago 2010 — 2010
Executive Education, Creating Shareholder Value
Havard Law 2009 — 2009
Executive Education, Program on Negotiation
Sam Houston State University 2007 — 2009
MBA, Financial Institution Management
University of Findlay 1996 — 1999
BA, Corporate Communications
Milton (Mike) Smith Milton (Mike) Smith's NFP Experience 2000 - Present
Job Senior Application Developer at National Financial Partners
Industry Financial Services
Experience
NFP 2000 - Present
Texas Department of Public Safety June 1998 - December 2000
US Navy February 1995 - April 1998
Education
Naval Postgraduate School 1987 — 1990
MS, Electronic Systems Engineering
Defense Language Institute
Linguist, Russian, Spanish and Vietnamese
NFP 2000 - Present
Texas Department of Public Safety June 1998 - December 2000
US Navy February 1995 - April 1998
Education
Naval Postgraduate School 1987 — 1990
MS, Electronic Systems Engineering
Defense Language Institute
Linguist, Russian, Spanish and Vietnamese
Lindsay Nardi (Waterman) Lindsay Nardi (Waterman)'s NFP Experience August 2014 - Present
Job Client Services Administrator
Industry Insurance
Experience
NFP August 2014 - Present
Bank of the West November 2011 - August 2014
Bank of the West July 2010 - November 2011
Lancome July 2007 - October 2010
Department of Veterans Affairs June 2009 - August 2009
Skills
Access, Customer Service, Sales, Training, Leadership, Outlook, Budgets, Banking, Management, PowerPoint, Microsoft Excel, CRM
Education
San Francisco State University, College of Business 2005 — 2010
Bachelor's of Science
NFP August 2014 - Present
Bank of the West November 2011 - August 2014
Bank of the West July 2010 - November 2011
Lancome July 2007 - October 2010
Department of Veterans Affairs June 2009 - August 2009
Skills
Access, Customer Service, Sales, Training, Leadership, Outlook, Budgets, Banking, Management, PowerPoint, Microsoft Excel, CRM
Education
San Francisco State University, College of Business 2005 — 2010
Bachelor's of Science
Todd Tilsworth Todd Tilsworth's NFP Experience July 2011 - Present
Job Employee Benefits at NFP Clippinger Financial Group
Industry Insurance
Experience
NFP July 2011 - Present
Health Resources Inc December 2006 - April 2011
St. Mary's Medical Center 1997 - 2006
Skills
Insurance, Employee Benefits
Education
Murray State University 1991 — 1993
Advertising, Sociology
Iowa State University 1990 — 1991
NFP July 2011 - Present
Health Resources Inc December 2006 - April 2011
St. Mary's Medical Center 1997 - 2006
Skills
Insurance, Employee Benefits
Education
Murray State University 1991 — 1993
Advertising, Sociology
Iowa State University 1990 — 1991
John Conti John Conti's NFP Experience 2007 - 2010
Job VP, Firm Services at Lion Street
Industry Insurance
Experience
Lion Street July 2015 - Present
NFP Life 2010 - 2015
NFP 2007 - 2010
National Financial Partners 2006 - 2007
National Financial Partners 2003 - 2006
National Financial Partners 2001 - 2003
Skills
Training, Instructional Design, Program Management, Vendor Management, Coaching, Project Management, Strategic Planning, Analytics, Process Improvement, Marketing Strategy, Insurance, Management, Team Building, Leadership, Marketing, Employee Benefits, Financial Services, Life Insurance
Education
Creighton University
BSBA, Management Information Systems
Creighton University
Lion Street July 2015 - Present
NFP Life 2010 - 2015
NFP 2007 - 2010
National Financial Partners 2006 - 2007
National Financial Partners 2003 - 2006
National Financial Partners 2001 - 2003
Skills
Training, Instructional Design, Program Management, Vendor Management, Coaching, Project Management, Strategic Planning, Analytics, Process Improvement, Marketing Strategy, Insurance, Management, Team Building, Leadership, Marketing, Employee Benefits, Financial Services, Life Insurance
Education
Creighton University
BSBA, Management Information Systems
Creighton University
Erin Werley Erin Werley's NFP Experience May 2011 - January 2015
Job Recruiting Coordinator at ARC ServicesStaffingSolutions
Industry Writing and Editing
Experience
ARC Services-Staffing-Solutions January 2015 - Present
NFP May 2011 - January 2015
BookPros, LLC February 2008 - April 2011
Baylor University English Department August 2007 - May 2008
Baylor University Press June 2007 - August 2007
Baylor University English Department August 2005 - May 2007
Skills
Editing, Blogging, Newsletters, Web Content, Editorial, Books, Proofreading, Copy Editing, Copywriting, Brochures, Content Development, Research, Creative Writing, Press Releases, Marketing, CPR Certified, First Aid Training, AED, Writing, Social Media
Education
Baylor University 2005 — 2008
MA, English
Baylor University 2001 — 2008
Master of Arts, English
Baylor University 2001 — 2005
BA, English
Baylor University
Bachelor of Arts, English
ARC Services-Staffing-Solutions January 2015 - Present
NFP May 2011 - January 2015
BookPros, LLC February 2008 - April 2011
Baylor University English Department August 2007 - May 2008
Baylor University Press June 2007 - August 2007
Baylor University English Department August 2005 - May 2007
Skills
Editing, Blogging, Newsletters, Web Content, Editorial, Books, Proofreading, Copy Editing, Copywriting, Brochures, Content Development, Research, Creative Writing, Press Releases, Marketing, CPR Certified, First Aid Training, AED, Writing, Social Media
Education
Baylor University 2005 — 2008
MA, English
Baylor University 2001 — 2008
Master of Arts, English
Baylor University 2001 — 2005
BA, English
Baylor University
Bachelor of Arts, English
Moira Moynihan-Manoog's NFP Experience 1995 - 2010
Job Advisor at NFP Securities
Industry Financial Services
Experience
MSW Financial Partners March 2011 - Present
NFP Securities 1994 - Present
NFP 1995 - 2010
Education
Boston College 1986 — 1990
B.A., Art History
Flagg St. School
MSW Financial Partners March 2011 - Present
NFP Securities 1994 - Present
NFP 1995 - 2010
Education
Boston College 1986 — 1990
B.A., Art History
Flagg St. School
Jaime Cahn Jaime Cahn's NFP Experience April 2015 - Present
Job
Industry Financial Services
Experience
NFP April 2015 - Present
Education
Providence College
B.A.
NFP April 2015 - Present
Education
Providence College
B.A.
Derek Culligan Derek Culligan's NFP Experience 2013 - 2015
Job Vice President, Employee Benefits/ NFP
Industry Insurance
Experience
Thoits Insurance May 2012 - Present
NFP 2013 - 2015
Culligan Benefit Services February 2010 - April 2012
MacCorkle Insurance Service September 2008 - February 2010
Skills
Health Insurance, Employee Benefits, Brokers, Strategic Planning, Health Savings Accounts, Insurance, Workers Compensation, Property & Casualty..., Underwriting, Commercial Insurance, Benefits Administration
Education
St. Mary's College of California
Bachelors, Business
Thoits Insurance May 2012 - Present
NFP 2013 - 2015
Culligan Benefit Services February 2010 - April 2012
MacCorkle Insurance Service September 2008 - February 2010
Skills
Health Insurance, Employee Benefits, Brokers, Strategic Planning, Health Savings Accounts, Insurance, Workers Compensation, Property & Casualty..., Underwriting, Commercial Insurance, Benefits Administration
Education
St. Mary's College of California
Bachelors, Business
Michael Driscoll Michael Driscoll's NFP Experience 2015 - Present
Job Wealth Management
Industry Financial Services
Experience
NFP 2015 - Present
Gametime United July 2014 - 2015
Morgan Stanley Wealth Management June 2013 - August 2013
Fortress Investment Group June 2011 - August 2011
Logan Circle Partners June 2011 - August 2011
Skills
Social Media, Sports, Improv, Communication Skills, Microsoft Excel, Public Speaking, Writing, Customer Satisfaction, Marketing, Start-ups, Ticket Sales, Sales, Leadership
Education
Loyola University Maryland 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Avon Old Farms 2005 — 2008
High School Diploma
NFP 2015 - Present
Gametime United July 2014 - 2015
Morgan Stanley Wealth Management June 2013 - August 2013
Fortress Investment Group June 2011 - August 2011
Logan Circle Partners June 2011 - August 2011
Skills
Social Media, Sports, Improv, Communication Skills, Microsoft Excel, Public Speaking, Writing, Customer Satisfaction, Marketing, Start-ups, Ticket Sales, Sales, Leadership
Education
Loyola University Maryland 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Avon Old Farms 2005 — 2008
High School Diploma
Daniel Guibert Daniel Guibert's NFP Experience Financial AdvisorEdward JonesDecember 2014 - August 2015
Job Operations Specialist with NFP
Industry Financial Services
Experience
NFP Financial AdvisorEdward JonesDecember 2014 - August 2015
IBC Bank August 2013 - December 2014
Skills
Investments, Retirement Planning, Financial Planning, Portfolio Management, Wealth Management, Financial Analysis, Mutual Funds, Insurance, Customer Service, Financial Services
Education
Navarro College 1999 — 2001
American History (United States)
NFP Financial AdvisorEdward JonesDecember 2014 - August 2015
IBC Bank August 2013 - December 2014
Skills
Investments, Retirement Planning, Financial Planning, Portfolio Management, Wealth Management, Financial Analysis, Mutual Funds, Insurance, Customer Service, Financial Services
Education
Navarro College 1999 — 2001
American History (United States)
Kristy Grauer Kristy Grauer's NFP Experience October 2014 - Present
Job Transition Consultant at NFP
Industry Financial Services
Experience
NFP October 2014 - Present
Washington Wealth Management February 2013 - October 2014
Morgan Stanley March 2011 - February 2013
Morgan Stanley May 2008 - March 2011
Skills
Strategic Financial..., Series 7, Wealth Management, Mutual Funds, Asset Management, Investments, Portfolio Management, Retirement Planning, Securities, Alternative Investments, Investment Advisory, Bloomberg, Asset Allocation, 401k, Equities, Investment Strategies, Series 63
Education
California State University-Fullerton 1999 — 2001
Bachelor's degree, Communications
Citrus College 1996 — 1999
Associate's Degree, Language Arts
NFP October 2014 - Present
Washington Wealth Management February 2013 - October 2014
Morgan Stanley March 2011 - February 2013
Morgan Stanley May 2008 - March 2011
Skills
Strategic Financial..., Series 7, Wealth Management, Mutual Funds, Asset Management, Investments, Portfolio Management, Retirement Planning, Securities, Alternative Investments, Investment Advisory, Bloomberg, Asset Allocation, 401k, Equities, Investment Strategies, Series 63
Education
California State University-Fullerton 1999 — 2001
Bachelor's degree, Communications
Citrus College 1996 — 1999
Associate's Degree, Language Arts
Gerard Disu's NFP Experience April 2010 - June 2015
Job Account Manager for National Rice Company the oldest and largest independent advisor on the domestic rice market.
Industry Logistics and Supply Chain
Experience
National Rice Company June 2015 - Present
NFP April 2010 - June 2015
ArcherBennett Insurance Services March 2007 - April 2010
The Westin San Francisco Airport September 2006 - May 2007
Pacific Partners Management Services, Inc. May 2003 - March 2007
Waterfront Plaza Hotel April 2002 - May 2003
Skills
Customer Service, Requirements Analysis, Data Analysis, Account Management, Employee Relations, Management, Insurance, Employee Benefits, Analysis, Negotiation, Sales
Education
AMA University 1999 — 2000
Bachelor of science Management Information Technology, Management Information System
San Sebastian College-Recolletos Manila 1997 — 1999
Bachelor of Science (B.S.), Marketing
National Rice Company June 2015 - Present
NFP April 2010 - June 2015
ArcherBennett Insurance Services March 2007 - April 2010
The Westin San Francisco Airport September 2006 - May 2007
Pacific Partners Management Services, Inc. May 2003 - March 2007
Waterfront Plaza Hotel April 2002 - May 2003
Skills
Customer Service, Requirements Analysis, Data Analysis, Account Management, Employee Relations, Management, Insurance, Employee Benefits, Analysis, Negotiation, Sales
Education
AMA University 1999 — 2000
Bachelor of science Management Information Technology, Management Information System
San Sebastian College-Recolletos Manila 1997 — 1999
Bachelor of Science (B.S.), Marketing
Ricky Deakyne's NFP Experience July 2015 - Present
Job Marketing Manager
Industry Financial Services
Experience
NFP July 2015 - Present
Liberty University May 2014 - June 2015
Liberty University March 2013 - May 2014
Course Hero, Inc. August 2012 - December 2012
American Advertising Federation, Liberty University Chapter December 2011 - August 2012
Liberty University December 2010 - May 2012
Great Wolf Lodge Resorts May 2010 - August 2011
Skills
Graphic Design, Facebook, Public Relations, Social Networking, Event Planning, Blogging, InDesign, Creative Writing, Event Management, Public Speaking, Press Releases, Fundraising, Photoshop, Media Relations, Adobe Creative Suite, Newsletters, Time Management, Editing, Microsoft Office, Photography, WordPress, Illustrator, Market Research, Management, PowerPoint, Email Marketing
Education
Liberty University 2009 — 2012
B. S. Communications, Advertising and Public Relations, Senior
NFP July 2015 - Present
Liberty University May 2014 - June 2015
Liberty University March 2013 - May 2014
Course Hero, Inc. August 2012 - December 2012
American Advertising Federation, Liberty University Chapter December 2011 - August 2012
Liberty University December 2010 - May 2012
Great Wolf Lodge Resorts May 2010 - August 2011
Skills
Graphic Design, Facebook, Public Relations, Social Networking, Event Planning, Blogging, InDesign, Creative Writing, Event Management, Public Speaking, Press Releases, Fundraising, Photoshop, Media Relations, Adobe Creative Suite, Newsletters, Time Management, Editing, Microsoft Office, Photography, WordPress, Illustrator, Market Research, Management, PowerPoint, Email Marketing
Education
Liberty University 2009 — 2012
B. S. Communications, Advertising and Public Relations, Senior
Kelly Wei's NFP Experience September 2015 - Present
Job Attended New York University
Industry Financial Services
Experience
NFP September 2015 - Present
Women for Afghan Women May 2015 - Present
Coach October 2014 - November 2014
ONE FLUSHING March 2012 - June 2012
Skills
Public Speaking, International Business, Internal Communications, Social Media, Marketing Strategy, Supply Chain Management, International Trade, International Business..., International Marketing, Financial Services, Organizational..., Organizational Behavior, Business Writing
Education
NYU School of Professional Studies 2012 — 2015
Bachelor's degree, International Business/Trade/Commerce
NFP September 2015 - Present
Women for Afghan Women May 2015 - Present
Coach October 2014 - November 2014
ONE FLUSHING March 2012 - June 2012
Skills
Public Speaking, International Business, Internal Communications, Social Media, Marketing Strategy, Supply Chain Management, International Trade, International Business..., International Marketing, Financial Services, Organizational..., Organizational Behavior, Business Writing
Education
NYU School of Professional Studies 2012 — 2015
Bachelor's degree, International Business/Trade/Commerce
Lori Wallace Fischler Lori Wallace Fischler's NFP Experience January 2015 - Present
Job Counsel, Benefits Compliance at NFP
Industry Legal Services
Experience
NFP January 2015 - Present
Aetna October 2010 - December 2014
Lori Wallace Fischler, Attorney at Law 2005 - 2010
Latham & Watkins 2003 - 2005
Heidell Pittoni Murphy & Bach LLP 1997 - 2000
Superior Court of New Jersey 1996 - 1997
Skills
Health Care Reform, Legal Compliance, Employee Benefits, ERISA, Insurance Law, Litigation, Legal Research, Legal Writing, Corporate Governance, Litigation Management, Civil Litigation, Mediation, Commercial Litigation, Litigation Support, Arbitration, Risk Assessment
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1993 — 1996
JD
University of California, Los Angeles 1989 — 1992
BA, magna cum laude
NFP January 2015 - Present
Aetna October 2010 - December 2014
Lori Wallace Fischler, Attorney at Law 2005 - 2010
Latham & Watkins 2003 - 2005
Heidell Pittoni Murphy & Bach LLP 1997 - 2000
Superior Court of New Jersey 1996 - 1997
Skills
Health Care Reform, Legal Compliance, Employee Benefits, ERISA, Insurance Law, Litigation, Legal Research, Legal Writing, Corporate Governance, Litigation Management, Civil Litigation, Mediation, Commercial Litigation, Litigation Support, Arbitration, Risk Assessment
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1993 — 1996
JD
University of California, Los Angeles 1989 — 1992
BA, magna cum laude
Ali Winslow's NFP Experience January 2015 - August 2015
Job Head Coach, Owner and Manager RipRides Indoor Cycling
Industry Health, Wellness and Fitness
Experience
RipRides Indoor Cycling Studio August 2015 - Present
Reebok Crossfit Bare Cove November 2013 - Present
Notre Dame Academy, Hingham March 2013 - Present
NFP January 2015 - August 2015
NFP Corporate Services (NY) January 2014 - January 2015
NFP Thorbahn October 2012 - January 2014
CATZ Physical Therapy Institute November 2010 - December 2012
Boston Performance Coaching January 2007 - December 2012
Skills
Strength Training, Athletics, Endurance, Coaching, Health Promotion, Fitness, Fitness Training, Personal Training, Healthcare, Training, Triathlon, Wellness, Strategic Planning, Rehabilitation, Health Education, Employee Wellness, Nutritional Counseling, Exercise Physiology, Functional Training, Injury Prevention, Exercise Prescription, Athletic Training, Wellness Coaching, Sports Nutrition, Weight Training, Weight Management, Pilates, Weight, Cpr Certified, Performance Enhancement, Employee Wellness..., Public Speaking, Group Training, Corrective Exercise, Sports Coaching, Corporations, Cycling, Nutrition, Sports, Strength, Leadership
Education
Harvard University 1998 — 2000
Health Sciences, Medical
University of Pennsylvania 1992 — 1996
Master's degree, Nutrition and Human Biology
Conestoga High School 1988 — 1992
Master's Degree
RipRides Indoor Cycling Studio August 2015 - Present
Reebok Crossfit Bare Cove November 2013 - Present
Notre Dame Academy, Hingham March 2013 - Present
NFP January 2015 - August 2015
NFP Corporate Services (NY) January 2014 - January 2015
NFP Thorbahn October 2012 - January 2014
CATZ Physical Therapy Institute November 2010 - December 2012
Boston Performance Coaching January 2007 - December 2012
Skills
Strength Training, Athletics, Endurance, Coaching, Health Promotion, Fitness, Fitness Training, Personal Training, Healthcare, Training, Triathlon, Wellness, Strategic Planning, Rehabilitation, Health Education, Employee Wellness, Nutritional Counseling, Exercise Physiology, Functional Training, Injury Prevention, Exercise Prescription, Athletic Training, Wellness Coaching, Sports Nutrition, Weight Training, Weight Management, Pilates, Weight, Cpr Certified, Performance Enhancement, Employee Wellness..., Public Speaking, Group Training, Corrective Exercise, Sports Coaching, Corporations, Cycling, Nutrition, Sports, Strength, Leadership
Education
Harvard University 1998 — 2000
Health Sciences, Medical
University of Pennsylvania 1992 — 1996
Master's degree, Nutrition and Human Biology
Conestoga High School 1988 — 1992
Master's Degree
Brian Bonifant Brian Bonifant's NFP Experience January 2005 - August 2011
Job Senior Vice President Sales at Lion Street
Industry Financial Services
Experience
Lion Street August 2011 - Present
NFP January 2005 - August 2011
IPS Advisors 2003 - 2005
John Hancock Financial Services 1990 - 2003
Skills
Insurance
Education
Oral Roberts University 1985 — 1989
Bachelor’s Degree
Lion Street August 2011 - Present
NFP January 2005 - August 2011
IPS Advisors 2003 - 2005
John Hancock Financial Services 1990 - 2003
Skills
Insurance
Education
Oral Roberts University 1985 — 1989
Bachelor’s Degree
Neil Verma Neil Verma's NFP Experience September 2014 - May 2015
Job Global Payroll Solution Architect at Xerox HR Services
Industry Human Resources
Experience
Xerox HR Services May 2015 - Present
NFP September 2014 - May 2015
Deloitte April 2014 - September 2014
Aon Hewitt July 2013 - November 2013
TCS 2008 - May 2013
Accenture January 2007 - April 2008
Dick's Sporting Goods 2005 - 2006
Melon 2002 - 2005
PaineWebber 2000 - 2001
National City Bank 1997 - 2000
Skills
BPO, Payroll, Integration, Performance Management, Employee Relations, Human Resources, BPO Sales, PeopleSoft, SAP, Outsourcing, Service Delivery, Deferred Compensation, SAP HR, Business Transformation, Business Process, HRIS, Employee Benefits, Training, Management
Education
Case Western Reserve University 1998 — 2000
MBA, Finance
Case Western Reserve University 1998 — 2000
Master of Business Administration (MBA), Accounting and Finance
Xerox HR Services May 2015 - Present
NFP September 2014 - May 2015
Deloitte April 2014 - September 2014
Aon Hewitt July 2013 - November 2013
TCS 2008 - May 2013
Accenture January 2007 - April 2008
Dick's Sporting Goods 2005 - 2006
Melon 2002 - 2005
PaineWebber 2000 - 2001
National City Bank 1997 - 2000
Skills
BPO, Payroll, Integration, Performance Management, Employee Relations, Human Resources, BPO Sales, PeopleSoft, SAP, Outsourcing, Service Delivery, Deferred Compensation, SAP HR, Business Transformation, Business Process, HRIS, Employee Benefits, Training, Management
Education
Case Western Reserve University 1998 — 2000
MBA, Finance
Case Western Reserve University 1998 — 2000
Master of Business Administration (MBA), Accounting and Finance
Jeni Aris Hengels's NFP Experience August 2014 - Present
Job Regional HR Business Partner at NFP
Industry Human Resources
Experience
NFP August 2014 - Present
ADP January 2013 - June 2014
Educational Alliance August 2012 - January 2013
Educational Alliance August 2008 - August 2012
The HR Alliance November 2007 - February 2009
Modest Needs Foundation October 2007 - June 2008
Equinox Fitness Clubs September 2005 - November 2007
Jeni A. Hengels, Attorney at Law November 2003 - December 2006
Curves September 2004 - September 2005
Oldfield & Fox, P.C. November 2002 - September 2004
Skills
Human Resources, Training, Organizational..., Change Management, Succession Planning, Employee Relations, Legal Compliance, Onboarding, Personnel Management, Project Management, Leadership, HRIS, Employee Benefits, Community Outreach, Recruiting, Management
Education
HRology101 2011 — 2011
PHR Certification, Human Resources
Chicago-Kent College of Law, Illinois Institute of Technology 2000 — 2003
J.D., Law
University of Illinois at Chicago 1996 — 2000
B.A., Psychology, focus on Industrial/Organizational; Minor in Spanish
NFP August 2014 - Present
ADP January 2013 - June 2014
Educational Alliance August 2012 - January 2013
Educational Alliance August 2008 - August 2012
The HR Alliance November 2007 - February 2009
Modest Needs Foundation October 2007 - June 2008
Equinox Fitness Clubs September 2005 - November 2007
Jeni A. Hengels, Attorney at Law November 2003 - December 2006
Curves September 2004 - September 2005
Oldfield & Fox, P.C. November 2002 - September 2004
Skills
Human Resources, Training, Organizational..., Change Management, Succession Planning, Employee Relations, Legal Compliance, Onboarding, Personnel Management, Project Management, Leadership, HRIS, Employee Benefits, Community Outreach, Recruiting, Management
Education
HRology101 2011 — 2011
PHR Certification, Human Resources
Chicago-Kent College of Law, Illinois Institute of Technology 2000 — 2003
J.D., Law
University of Illinois at Chicago 1996 — 2000
B.A., Psychology, focus on Industrial/Organizational; Minor in Spanish
Jaqueline Goncalves Jaqueline Goncalves's NFP Experience June 2015 - August 2015
Job Human Resources Management Student at Rider University
Industry Higher Education
Experience
NFP June 2015 - August 2015
NFP Corporate Services (NY) July 2013 - April 2015
Mercer County Community College February 2013 - May 2013
Mercer County Community College 2011 - 2013
Cultural Care Au Pair September 2008 - June 2010
Skills
Research, Microsoft Office, Teamwork, Public Speaking, Event Planning, English, Social Media, Team Leadership, Public Relations, Connector of People, Event Producing, Natural Networker, Blogger, Presenter, Higher Education, Spanish, Blogging, Microsoft Word, PowerPoint, Data Entry, Outlook, Photoshop, Leadership
Education
Rider University 2014 — 2015
Bachelor's degree, Human Resources Management
Mercer County Community College 2011 — 2013
Associate of Arts (AA), Social Sciences
NFP June 2015 - August 2015
NFP Corporate Services (NY) July 2013 - April 2015
Mercer County Community College February 2013 - May 2013
Mercer County Community College 2011 - 2013
Cultural Care Au Pair September 2008 - June 2010
Skills
Research, Microsoft Office, Teamwork, Public Speaking, Event Planning, English, Social Media, Team Leadership, Public Relations, Connector of People, Event Producing, Natural Networker, Blogger, Presenter, Higher Education, Spanish, Blogging, Microsoft Word, PowerPoint, Data Entry, Outlook, Photoshop, Leadership
Education
Rider University 2014 — 2015
Bachelor's degree, Human Resources Management
Mercer County Community College 2011 — 2013
Associate of Arts (AA), Social Sciences
Christian Schiemann's NFP Experience November 2013 - Present
Job Direct Account Specialist at NFP
Industry Financial Services
Experience
NFP November 2013 - Present
King Florist April 2013 - November 2013
Kohl's Department Stores May 2011 - April 2012
Skills
Visual Merchandising, Merchandising, Retail, Store Management, Fashion, Retail Sales, Loss Prevention, Apparel, Trend Analysis, Sales, Customer Service, Store Operations, Inventory Management, Time Management, Styling
Education
Illinois State University 2010 — 2012
Bachelor of Science (BS), Finance, General
Southern Illinois University, Carbondale 2008 — 2010
Film/Cinema/Video Studies
NFP November 2013 - Present
King Florist April 2013 - November 2013
Kohl's Department Stores May 2011 - April 2012
Skills
Visual Merchandising, Merchandising, Retail, Store Management, Fashion, Retail Sales, Loss Prevention, Apparel, Trend Analysis, Sales, Customer Service, Store Operations, Inventory Management, Time Management, Styling
Education
Illinois State University 2010 — 2012
Bachelor of Science (BS), Finance, General
Southern Illinois University, Carbondale 2008 — 2010
Film/Cinema/Video Studies
David Aranovsky's NFP Experience 2004 - 2006
Job Enterprise Software Architect / Global Integrator
Industry Information Technology and Services
Experience
IMM November 2014 - Present
Municipal Credit Union July 2013 - November 2014
City of New York February 2013 - June 2014
BT Global Services October 2006 - February 2013
NFP 2004 - 2006
BGS 2000 - 2004
BraveLine 1999 - 2000
United States Marine Corps December 1994 - November 1998
Skills
Software Development, JavaScript, C#, Web Services, SQL, Enterprise Software, BizTalk, XML, Databases, Disaster Recovery, Microsoft Technologies, Vendor Management, Data Center, ITIL, SharePoint, Integration, Enterprise Architecture, Business Analysis, WAN, OData, Microsoft SQL Server, .NET, Active Directory, IT Strategy, Solution Architecture, Cloud Computing, Requirements Analysis, Business Intelligence, AOP, REST, Agile Methodologies, Microsoft Exchange, SOA, AJAX, JSON, SSRS, SSIS, IIS, WCF, WF, WPF, XAML, MathCAD, SDLC, Maple, Multivariable Calculus, Statistical Modeling, Combinatorics, Quantitative Analytics, Mathematical Modeling
Education
City University of New York City College 1989 — 1994
BS, BIOCHEMISRY
IMM November 2014 - Present
Municipal Credit Union July 2013 - November 2014
City of New York February 2013 - June 2014
BT Global Services October 2006 - February 2013
NFP 2004 - 2006
BGS 2000 - 2004
BraveLine 1999 - 2000
United States Marine Corps December 1994 - November 1998
Skills
Software Development, JavaScript, C#, Web Services, SQL, Enterprise Software, BizTalk, XML, Databases, Disaster Recovery, Microsoft Technologies, Vendor Management, Data Center, ITIL, SharePoint, Integration, Enterprise Architecture, Business Analysis, WAN, OData, Microsoft SQL Server, .NET, Active Directory, IT Strategy, Solution Architecture, Cloud Computing, Requirements Analysis, Business Intelligence, AOP, REST, Agile Methodologies, Microsoft Exchange, SOA, AJAX, JSON, SSRS, SSIS, IIS, WCF, WF, WPF, XAML, MathCAD, SDLC, Maple, Multivariable Calculus, Statistical Modeling, Combinatorics, Quantitative Analytics, Mathematical Modeling
Education
City University of New York City College 1989 — 1994
BS, BIOCHEMISRY
Kathryn Michiels Kathryn Michiels's NFP Experience September 2003 - June 2007
Job Senior Vice President, Director of HRIS at Valley National Bank
Industry Financial Services
Experience
Valley National Bank July 2015 - Present
Valley National Bank December 2014 - July 2015
KPMG January 2012 - December 2014
PineBridge Investments April 2011 - January 2012
Cerberus Capital Management 2007 - 2011
NFP September 2003 - June 2007
Vitech Systems Group August 2002 - September 2003
WorldNow July 2001 - July 2002
Accenture October 1997 - April 2000
Skills
Employee Benefits, Human Resources, Finance, Mergers & Acquisitions, Internal Audit, Requirements Analysis, Disaster Recovery, Budgets, HRIS, Vendor Management, Interviews, Risk Management, IT Strategy, Change Management, Payroll, SDLC, Project Management, Business Intelligence, Sarbanes-Oxley Act, Solution Architecture, SQL, Process Improvement, Time Management, Business Analysis, Business Process...
Education
Bucknell University 1993 — 1997
BSBA, Management
Bucknell University 1993 — 1997
BSBA, Management
Bucknell University 1993 — 1997
BSBA, Management
Valley National Bank July 2015 - Present
Valley National Bank December 2014 - July 2015
KPMG January 2012 - December 2014
PineBridge Investments April 2011 - January 2012
Cerberus Capital Management 2007 - 2011
NFP September 2003 - June 2007
Vitech Systems Group August 2002 - September 2003
WorldNow July 2001 - July 2002
Accenture October 1997 - April 2000
Skills
Employee Benefits, Human Resources, Finance, Mergers & Acquisitions, Internal Audit, Requirements Analysis, Disaster Recovery, Budgets, HRIS, Vendor Management, Interviews, Risk Management, IT Strategy, Change Management, Payroll, SDLC, Project Management, Business Intelligence, Sarbanes-Oxley Act, Solution Architecture, SQL, Process Improvement, Time Management, Business Analysis, Business Process...
Education
Bucknell University 1993 — 1997
BSBA, Management
Bucknell University 1993 — 1997
BSBA, Management
Bucknell University 1993 — 1997
BSBA, Management
Sindhura Elaprolu Sindhura Elaprolu's NFP Experience October 2014 - Present
Job Sr ETL Quality Analyst at NFP
Industry Computer Software
Experience
NFP October 2014 - Present
Plantronics May 2013 - September 2014
Kaiser Permanente IT May 2011 - April 2013
Horizon Blue Cross Blue Shield of New Jersey June 2010 - April 2011
CareFirst BlueCross BlueShield October 2009 - May 2010
Iowa Foundation for Medical Care (IFMC) July 2008 - September 2009
GSK March 2006 - June 2008
Skills
ETL, Data Warehousing, Informatica, Visio, Oracle Warehouse Builder, ETL Tools, Data Modeling, Data Integration, PL/SQL, DB2, Teradata, Business Objects, SDLC, Oracle, Business Intelligence, Data Warehouse..., Cognos, SSIS, Unix, Requirements Gathering, Requirements Analysis, SQL, SSRS, Unix Shell Scripting, Shell Scripting
Education
Jawaharlal Nehru Technological University
B.Tech, Electronics and Communications
University of Illinois Springfield
M.S, Computer science
NFP October 2014 - Present
Plantronics May 2013 - September 2014
Kaiser Permanente IT May 2011 - April 2013
Horizon Blue Cross Blue Shield of New Jersey June 2010 - April 2011
CareFirst BlueCross BlueShield October 2009 - May 2010
Iowa Foundation for Medical Care (IFMC) July 2008 - September 2009
GSK March 2006 - June 2008
Skills
ETL, Data Warehousing, Informatica, Visio, Oracle Warehouse Builder, ETL Tools, Data Modeling, Data Integration, PL/SQL, DB2, Teradata, Business Objects, SDLC, Oracle, Business Intelligence, Data Warehouse..., Cognos, SSIS, Unix, Requirements Gathering, Requirements Analysis, SQL, SSRS, Unix Shell Scripting, Shell Scripting
Education
Jawaharlal Nehru Technological University
B.Tech, Electronics and Communications
University of Illinois Springfield
M.S, Computer science
Jim Longworth Jim Longworth's NFP Experience January 2010 - Present
Job Benefits Counselor at NFP
Industry Insurance
Experience
Strategic Benefit Solutions December 2011 - Present
Navigation Benefits January 2011 - Present
NFP January 2010 - Present
Innotech Benefit Solutions May 2008 - Present
NFP July 2005 - Present
independent insurance professional January 1999 - Present
Skills
Health Insurance, Accident, Disability Insurance, Insurance, Life Insurance, Employee Benefits, Dentistry, Enrollment Management, Benefits Administration, Term Life Insurance, Brokers, Medicare, Health Savings Accounts, Sales, Voluntary Employee..., Open Enrollment, Fixed Annuities, COBRA, Whole Life, Long-term Care, Accident Insurance, Critical Illness, Flexible Spending..., Commercial Insurance, Retirement, 401k, Small Business, Cafeteria Plans, Long Term Care Insurance, Universal Life, Workers Compensation, Umbrella Insurance, Retirement Planning, Underwriting, Property & Casualty..., General Insurance, Claim, Legal Liability, Financial Planners, IRAs, Professional Liability, Casualty, Group Insurance, Managed Care, Insurance Brokerage
Education
Bristol Community College 1960 — 1961
BCC
Strategic Benefit Solutions December 2011 - Present
Navigation Benefits January 2011 - Present
NFP January 2010 - Present
Innotech Benefit Solutions May 2008 - Present
NFP July 2005 - Present
independent insurance professional January 1999 - Present
Skills
Health Insurance, Accident, Disability Insurance, Insurance, Life Insurance, Employee Benefits, Dentistry, Enrollment Management, Benefits Administration, Term Life Insurance, Brokers, Medicare, Health Savings Accounts, Sales, Voluntary Employee..., Open Enrollment, Fixed Annuities, COBRA, Whole Life, Long-term Care, Accident Insurance, Critical Illness, Flexible Spending..., Commercial Insurance, Retirement, 401k, Small Business, Cafeteria Plans, Long Term Care Insurance, Universal Life, Workers Compensation, Umbrella Insurance, Retirement Planning, Underwriting, Property & Casualty..., General Insurance, Claim, Legal Liability, Financial Planners, IRAs, Professional Liability, Casualty, Group Insurance, Managed Care, Insurance Brokerage
Education
Bristol Community College 1960 — 1961
BCC
Alexander Zeiss Alexander Zeiss's NFP Experience July 2013 - Present
Job NFP
Industry Financial Services
Experience
NFP July 2013 - Present
NFP Corporate Services (NY) May 2012 - July 2012
Zeiss Construction Company Inc. May 2006 - May 2012
Princeton Securities Group June 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Employee Benefits, Insurance, Process Improvement, Strategic Planning, Risk Management, Customer Service, Strategic Financial..., Financial Planning
Education
Clemson University - College of Business and Behavioral Science 2009 — 2013
Bachelor of Science (BS), Finance, General
NFP July 2013 - Present
NFP Corporate Services (NY) May 2012 - July 2012
Zeiss Construction Company Inc. May 2006 - May 2012
Princeton Securities Group June 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Employee Benefits, Insurance, Process Improvement, Strategic Planning, Risk Management, Customer Service, Strategic Financial..., Financial Planning
Education
Clemson University - College of Business and Behavioral Science 2009 — 2013
Bachelor of Science (BS), Finance, General
R. Mark McCullough, JD R. Mark McCullough, JD's NFP Experience 2010 - December 2013
Job Managing Principal at Boulevard Financial
Industry Insurance
Experience
Boulevard Financial 2010 - Present
NFP 2010 - December 2013
Lockton Companies 2006 - 2010
Aon 2004 - 2006
Skills
Disability Insurance, Life Insurance, Underwriting, Executive Pay, Employee Benefits, Long-term Care, Insurance, Financial Advisory, Wealth, Non-Qualified Deferred..., BOLI, Executive Benefit..., Leadership, COLI, 401k
Education
University of Tulsa College of Law 1991 — 1994
Juris Doctorate (JD)
Baylor University 1984 — 1989
Bachelor of Business Administration (BBA)
Cascia Hall Preparatory School 1982 — 1984
Boulevard Financial 2010 - Present
NFP 2010 - December 2013
Lockton Companies 2006 - 2010
Aon 2004 - 2006
Skills
Disability Insurance, Life Insurance, Underwriting, Executive Pay, Employee Benefits, Long-term Care, Insurance, Financial Advisory, Wealth, Non-Qualified Deferred..., BOLI, Executive Benefit..., Leadership, COLI, 401k
Education
University of Tulsa College of Law 1991 — 1994
Juris Doctorate (JD)
Baylor University 1984 — 1989
Bachelor of Business Administration (BBA)
Cascia Hall Preparatory School 1982 — 1984
Heather Gladwell, CPCU Heather Gladwell, CPCU's NFP Experience June 2008 - Present
Job Vice President at NFP P&C Private Client Group
Industry Insurance
Experience
NFP June 2008 - Present
Marsh July 2002 - June 2008
HMS Insurance Associates, Inc. 2000 - 2002
Gray Insurance Group 1998 - 2000
Skills
Property & Casualty..., Umbrella Insurance, Insurance, Underwriting, Risk Management, General Insurance, Liability, Professional Liability, Casualty, Commercial Insurance, Brokers
Education
New York Institute of Technology-Old Westbury 2004 — 2008
BFA, Comminication Arts
NFP June 2008 - Present
Marsh July 2002 - June 2008
HMS Insurance Associates, Inc. 2000 - 2002
Gray Insurance Group 1998 - 2000
Skills
Property & Casualty..., Umbrella Insurance, Insurance, Underwriting, Risk Management, General Insurance, Liability, Professional Liability, Casualty, Commercial Insurance, Brokers
Education
New York Institute of Technology-Old Westbury 2004 — 2008
BFA, Comminication Arts
Bill Thurston's NFP Experience 1999 - 2004
Job President and Chief Revenue Officer of MultiLife at Lion Street
Industry Insurance
Experience
Lion Street 2011 - Present
Velocity Consulting Group LLC 2008 - 2011
Benefit Advisors Network 2008 - 2011
MGIS 2004 - 2009
NFP 1999 - 2004
New England Finaicial July 1997 - January 1999
Paul Revere Insurance Group 1993 - 1997
Unum 1989 - 1993
Skills
Insurance, Life Insurance, Disability Insurance, Strategic Planning, Leadership, Estate Planning, Management, Employee Benefits, Financial Advisory, Retirement Planning, Retirement, Pensions, Management Consulting, Sales, Fixed Annuities, Series 63, Long-term Care, Financial Services
Education
Norwich University 1983 — 1987
BS, Education
Lion Street 2011 - Present
Velocity Consulting Group LLC 2008 - 2011
Benefit Advisors Network 2008 - 2011
MGIS 2004 - 2009
NFP 1999 - 2004
New England Finaicial July 1997 - January 1999
Paul Revere Insurance Group 1993 - 1997
Unum 1989 - 1993
Skills
Insurance, Life Insurance, Disability Insurance, Strategic Planning, Leadership, Estate Planning, Management, Employee Benefits, Financial Advisory, Retirement Planning, Retirement, Pensions, Management Consulting, Sales, Fixed Annuities, Series 63, Long-term Care, Financial Services
Education
Norwich University 1983 — 1987
BS, Education
Kyle Stavar Kyle Stavar's NFP Experience July 2014 - Present
Job Sr. Financial Analyst at NFP
Industry Financial Services
Experience
NFP July 2014 - Present
Patient Conversation Media, inc August 2013 - July 2014
Chilton Capital Management February 2012 - August 2013
Chilton Capital Management June 2011 - January 2012
JMC Global May 2008 - August 2009
Skills
Excel, Microsoft Office, Word, Research, Financial Analysis, Financial Modeling, iPhone, axys3, Morningstar, Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Word, Equities, Hedge Funds, Fixed Income, Portfolio Management, Analysis, Investments, Forecasting
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
NFP July 2014 - Present
Patient Conversation Media, inc August 2013 - July 2014
Chilton Capital Management February 2012 - August 2013
Chilton Capital Management June 2011 - January 2012
JMC Global May 2008 - August 2009
Skills
Excel, Microsoft Office, Word, Research, Financial Analysis, Financial Modeling, iPhone, axys3, Morningstar, Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Word, Equities, Hedge Funds, Fixed Income, Portfolio Management, Analysis, Investments, Forecasting
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
Jessica Lacy Voyer's NFP Experience May 2014 — Present
Job Health Insurance Broker
Industry Insurance
Experience
NFP May 2014 — Present
TCC Benefits Administrator November 2010 — April 2014
TCC Benefits Administrator June 2007 — November 2010
Johnson & Johnson Insurance January 2006 — June 2007
Skills
Health Insurance, Critical Thinking, Claim, Disease Management, Long-term Customer..., Pharmacy Benefit..., Public Speaking, Insurance, Healthcare, Medicaid, Self-funded, Self-starter, HIPAA, Health Policy, Managed Care, Medicare, Conflict Resolution, Risk Management, Wellness, Fundraising, Healthcare Industry, Clarinet, Customer Service, Management, Sales
Education
Covenant College 2001 — 2006
Bachelor of Arts (B.A.), Sociology
NFP May 2014 — Present
TCC Benefits Administrator November 2010 — April 2014
TCC Benefits Administrator June 2007 — November 2010
Johnson & Johnson Insurance January 2006 — June 2007
Skills
Health Insurance, Critical Thinking, Claim, Disease Management, Long-term Customer..., Pharmacy Benefit..., Public Speaking, Insurance, Healthcare, Medicaid, Self-funded, Self-starter, HIPAA, Health Policy, Managed Care, Medicare, Conflict Resolution, Risk Management, Wellness, Fundraising, Healthcare Industry, Clarinet, Customer Service, Management, Sales
Education
Covenant College 2001 — 2006
Bachelor of Arts (B.A.), Sociology
Carmel Fauci's NFP Experience August 2014 - Present
Job Managing Principal at Integro Insurance Brokers
Industry Insurance
Experience
NFP August 2014 - Present
Integro Insurance Brokers 2006 - Present
Skills
Property & Casualty..., Underwriting, Brokers, Professional Liability, Insurance, Casualty, Legal Liability, Strategic Planning, D&O, Liability, Commercial Insurance, General Insurance, Financial Services, Investments, Risk Management, Claim, Reinsurance, Captives, Employment Practices..., Workers Compensation, Claims Management, Commercial Lines, Litigation Management, Umbrella Insurance, Employee Benefits, Directors & Officers..., Excess, Insurance Brokerage, Surety Bonds, Financial Risk, Disability Insurance, Enterprise Risk..., Life Insurance, Marine Insurance, Health Insurance
Education
The New School 2015 — 2019
Masters, Business
Pace University - Lubin School of Business 1963 — 1970
Bachelor's degree, Business Administration and Management, General
NFP August 2014 - Present
Integro Insurance Brokers 2006 - Present
Skills
Property & Casualty..., Underwriting, Brokers, Professional Liability, Insurance, Casualty, Legal Liability, Strategic Planning, D&O, Liability, Commercial Insurance, General Insurance, Financial Services, Investments, Risk Management, Claim, Reinsurance, Captives, Employment Practices..., Workers Compensation, Claims Management, Commercial Lines, Litigation Management, Umbrella Insurance, Employee Benefits, Directors & Officers..., Excess, Insurance Brokerage, Surety Bonds, Financial Risk, Disability Insurance, Enterprise Risk..., Life Insurance, Marine Insurance, Health Insurance
Education
The New School 2015 — 2019
Masters, Business
Pace University - Lubin School of Business 1963 — 1970
Bachelor's degree, Business Administration and Management, General
Douglas Hammond's NFP Experience May 2013 - Present
Job Chairman and Chief Executive Officer
Industry Financial Services
Experience
NFP May 2013 - Present
NFP April 2008 - May 2013
NFP 2008 - May 2013
NFP September 2003 - June 2008
NFP January 2000 - September 2003
LeBoeuf Lamb Greene & MacRae 1997 - 2000
Gulf Insurance Group 1995 - 1998
Skills
Securities, Insurance, Mergers, Estate Planning, Employee Benefits, Private Equity, Wealth Management, Disability Insurance, Life Insurance, Due Diligence, Retirement Planning, Investments, Financial Services, Mergers, Retirement, Strategic Financial..., Mergers & Acquisitions, Executive Management
Education
St. John's University School of Law 1989 — 1991
JD, Law
Fairfield University 1983 — 1986
Bachelor of Arts (B.A.), Political Science and Government
NFP May 2013 - Present
NFP April 2008 - May 2013
NFP 2008 - May 2013
NFP September 2003 - June 2008
NFP January 2000 - September 2003
LeBoeuf Lamb Greene & MacRae 1997 - 2000
Gulf Insurance Group 1995 - 1998
Skills
Securities, Insurance, Mergers, Estate Planning, Employee Benefits, Private Equity, Wealth Management, Disability Insurance, Life Insurance, Due Diligence, Retirement Planning, Investments, Financial Services, Mergers, Retirement, Strategic Financial..., Mergers & Acquisitions, Executive Management
Education
St. John's University School of Law 1989 — 1991
JD, Law
Fairfield University 1983 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Aleem Baksh's NFP Experience February 2005 - Present
Job Treasury Analyst at NFP
Industry Insurance
Experience
NFP February 2005 - Present
H & R Block 2005 - 2012
Education
Sheridan College, Toronto , Canada 1999 — 2003
NFP February 2005 - Present
H & R Block 2005 - 2012
Education
Sheridan College, Toronto , Canada 1999 — 2003
Chad Charton's NFP Experience 2002 - Present
Job Corporate Employee Benefits, Insurance and Financial Services Advisor at NFP
Industry Financial Services
Experience
FMS Financial Partners, Inc. 2002 - Present
NFP 2002 - Present
State of California 2006 - 2007
Associated Students 2005 - 2006
California State Student Association 2005 - 2006
Associated Students 2004 - 2005
Skills
Employee Benefits, Voluntary Employee..., Employee Benefits Design, Health Insurance, Disability Management, Long Term Care Insurance, Property & Casualty..., Life Insurance, Irrevocable Life..., Term Life Insurance, Permanent Life Insurance, Wealth Management..., Wealth Accumulation..., Intergenerational..., Strategic Financial..., Personal Financial..., Financial Services, Risk Management, Risk Assessment, Risk Analysis, Financial Risk, General Insurance, Umbrella Insurance, Personal Finance, Employee Wellness, Strategic Human..., Human Resources, Employee Engagement, Employee Wellness..., Employment Law..., Financial Planning, Leadership, Insurance
Education
California Lutheran University 2012 — 2015
Master of Business Administration, Specialization in Financial Planning
California State University-Northridge 2002 — 2007
Bachelors of Science, Business Administration Concentration in Financial Services
FMS Financial Partners, Inc. 2002 - Present
NFP 2002 - Present
State of California 2006 - 2007
Associated Students 2005 - 2006
California State Student Association 2005 - 2006
Associated Students 2004 - 2005
Skills
Employee Benefits, Voluntary Employee..., Employee Benefits Design, Health Insurance, Disability Management, Long Term Care Insurance, Property & Casualty..., Life Insurance, Irrevocable Life..., Term Life Insurance, Permanent Life Insurance, Wealth Management..., Wealth Accumulation..., Intergenerational..., Strategic Financial..., Personal Financial..., Financial Services, Risk Management, Risk Assessment, Risk Analysis, Financial Risk, General Insurance, Umbrella Insurance, Personal Finance, Employee Wellness, Strategic Human..., Human Resources, Employee Engagement, Employee Wellness..., Employment Law..., Financial Planning, Leadership, Insurance
Education
California Lutheran University 2012 — 2015
Master of Business Administration, Specialization in Financial Planning
California State University-Northridge 2002 — 2007
Bachelors of Science, Business Administration Concentration in Financial Services
Evan Michael's NFP Experience December 2006 - Present
Job Senior Vice President, Deputy General Counsel at NFP
Industry Financial Services
Experience
NFP December 2006 - Present
Goodwin Procter January 2006 - December 2006
Skadden Arps Slate Meagher & Flom LLP 2002 - 2006
Skills
Corporate Law
Education
New York University School of Law 1999 — 2002
JD, Law
University of Pennsylvania 1995 — 1999
NFP December 2006 - Present
Goodwin Procter January 2006 - December 2006
Skadden Arps Slate Meagher & Flom LLP 2002 - 2006
Skills
Corporate Law
Education
New York University School of Law 1999 — 2002
JD, Law
University of Pennsylvania 1995 — 1999
Ross Epstein's NFP Experience December 2013 - Present
Job Vice President, Counsel at NFP Corp.
Industry Law Practice
Experience
NFP December 2013 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates January 2011 - November 2013
RE Computer Consulting LLC December 2004 - January 2011
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2009 - July 2009
Knight Capital Group May 2008 - March 2009
Education
Boston University School of Law 2007 — 2010
J.D.
University of Delaware - Lerner College of Business and Economics 2003 — 2007
Honors Bachelor of Science, Finance (Major) / Management Information Systems (Minor)
NFP December 2013 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates January 2011 - November 2013
RE Computer Consulting LLC December 2004 - January 2011
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2009 - July 2009
Knight Capital Group May 2008 - March 2009
Education
Boston University School of Law 2007 — 2010
J.D.
University of Delaware - Lerner College of Business and Economics 2003 — 2007
Honors Bachelor of Science, Finance (Major) / Management Information Systems (Minor)
Frank Evangelist's NFP Experience December 2014 - Present
Job DirectorNFP CA Insurance Services, Inc.
Industry Investment Management
Experience
NFP December 2014 - Present
Cynergy Financial May 2010 - December 2014
DAL Investment Company August 2007 - May 2010
Montgomery Securities February 1998 - December 2001
Bank of America 1999 - 2001
Indus International 1995 - 1998
Skills
Portfolio Management, Trading, Equities, Investments, Mutual Funds, Asset Management, Financial Analysis, Hedging, Business Valuation, Investment Management, Investment Advisory, ETF's, Series 7, Series 63, Series 65, Series 66, Option Collars, Options Spreads, Synthetic Stock, Defined Benefit Plans, Captive Insurance, 831b Captive, IRAs, Roth IRA, Amibroker, 409A, Restricted property..., RPT, Pooled Income Fund
Education
Golden Gate University 2003 — 2005
MS-Finance, Finance
University of Minnesota-Twin Cities 1986 — 1991
BS, Chemical Engineering
NFP December 2014 - Present
Cynergy Financial May 2010 - December 2014
DAL Investment Company August 2007 - May 2010
Montgomery Securities February 1998 - December 2001
Bank of America 1999 - 2001
Indus International 1995 - 1998
Skills
Portfolio Management, Trading, Equities, Investments, Mutual Funds, Asset Management, Financial Analysis, Hedging, Business Valuation, Investment Management, Investment Advisory, ETF's, Series 7, Series 63, Series 65, Series 66, Option Collars, Options Spreads, Synthetic Stock, Defined Benefit Plans, Captive Insurance, 831b Captive, IRAs, Roth IRA, Amibroker, 409A, Restricted property..., RPT, Pooled Income Fund
Education
Golden Gate University 2003 — 2005
MS-Finance, Finance
University of Minnesota-Twin Cities 1986 — 1991
BS, Chemical Engineering
Adam Favale's NFP Experience September 2010 - Present
Job SVP, Mergers & Acquisitions at NFP
Industry Financial Services
Experience
NFP September 2010 - Present
FGIC 2004 - September 2010
GE Capital 2002 - 2004
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Corporate Finance, Due Diligence, Strategic Financial..., Capital Markets, Risk Management, Structured Finance, Leadership, Financial Risk, Credit, Fixed Income, Restructuring, Equities, Mergers & Acquisitions, Valuation, Investment Banking, Managerial Finance, Management
Education
Fairfield University 2008 — 2010
MBA
Universitat Ramon Llull 2009 — 2009
MBA Study Abroad
Rouen Business School 2008 — 2008
MBA Study Abroad
Fairfield University 1998 — 2002
Bachelors Degree
Scuola Lorenzo de’ Medici 2000 — 2000
Florence, Italy ~ Study Abroad
NFP September 2010 - Present
FGIC 2004 - September 2010
GE Capital 2002 - 2004
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Corporate Finance, Due Diligence, Strategic Financial..., Capital Markets, Risk Management, Structured Finance, Leadership, Financial Risk, Credit, Fixed Income, Restructuring, Equities, Mergers & Acquisitions, Valuation, Investment Banking, Managerial Finance, Management
Education
Fairfield University 2008 — 2010
MBA
Universitat Ramon Llull 2009 — 2009
MBA Study Abroad
Rouen Business School 2008 — 2008
MBA Study Abroad
Fairfield University 1998 — 2002
Bachelors Degree
Scuola Lorenzo de’ Medici 2000 — 2000
Florence, Italy ~ Study Abroad
Geoff Seibel's NFP Experience June 2012 - Present
Job Actuarial Analyst at National Financial Partners
Industry Insurance
Experience
NFP June 2012 - Present
Hays CISD August 2010 - July 2012
Advanced Benefit Solutions June 2006 - August 2010
Wimberley ISD 2003 - 2006
Skills
Customer Service, New Business Development, Strategic Planning, Teaching, Project Management, Actuarial, Actuarial Science, Analysis, Actuarial Exams
Education
Texas State University 2001 — 2003
Mathematics, Math
California State University-Long Beach 1999 — 2000
Math
NFP June 2012 - Present
Hays CISD August 2010 - July 2012
Advanced Benefit Solutions June 2006 - August 2010
Wimberley ISD 2003 - 2006
Skills
Customer Service, New Business Development, Strategic Planning, Teaching, Project Management, Actuarial, Actuarial Science, Analysis, Actuarial Exams
Education
Texas State University 2001 — 2003
Mathematics, Math
California State University-Long Beach 1999 — 2000
Math
Cindy McCollum's NFP Experience May 2008 - Present
Job Insurance Professional
Industry Insurance
Experience
NFP May 2008 - Present
Aon Consulting 2003 - 2007
Skills
Insurance, Disability Insurance, Life Insurance, Underwriting, Management, Employee Benefits
Education
Auburn University 1979 — 1983
Auburn University 1979 — 1983
Bachelor of Science, Marketing, Marketing
NFP May 2008 - Present
Aon Consulting 2003 - 2007
Skills
Insurance, Disability Insurance, Life Insurance, Underwriting, Management, Employee Benefits
Education
Auburn University 1979 — 1983
Auburn University 1979 — 1983
Bachelor of Science, Marketing, Marketing
Chris Silvestri's NFP Experience October 2011 - Present
Job Account Manager at NFP
Industry Financial Services
Experience
NFP October 2011 - Present
Spectrum Advisory Services, Inc. August 2009 - October 2011
The Henssler Financial Group September 2003 - August 2009
Skills
Employee Benefits, Life Insurance, Organizational...
Education
Auburn University, College of Business 1992 — 1998
Marketing, Auburn University - College of Business / Kennesaw State University - Coles School of Business
NFP October 2011 - Present
Spectrum Advisory Services, Inc. August 2009 - October 2011
The Henssler Financial Group September 2003 - August 2009
Skills
Employee Benefits, Life Insurance, Organizational...
Education
Auburn University, College of Business 1992 — 1998
Marketing, Auburn University - College of Business / Kennesaw State University - Coles School of Business
Katherine Henry's NFP Experience January 2015 - Present
Job Managing Director at NFP
Industry Human Resources
Experience
NFP January 2015 - Present
Alterity Group January 2015 - Present
NFP October 2012 - December 2014
Alterity Group October 2012 - December 2014
Mercer October 2003 - October 2012
Red Hat, Inc. 2002 - 2003
Ambrose Employer Group, LLC 1999 - 2002
MSB Strategies 1997 - 1999
NYU Langone Medical Center 1994 - 1997
Skills
Insurance, Health Insurance, Mergers & Acquisitions, Employee Benefits, Strategic Planning, Salesforce.com, Benefits Administration, Mergers, Sales, Sales Operations, Recruiting, Disability Insurance
Education
New York University
Bachelor of Arts (B.A.), European History
NFP January 2015 - Present
Alterity Group January 2015 - Present
NFP October 2012 - December 2014
Alterity Group October 2012 - December 2014
Mercer October 2003 - October 2012
Red Hat, Inc. 2002 - 2003
Ambrose Employer Group, LLC 1999 - 2002
MSB Strategies 1997 - 1999
NYU Langone Medical Center 1994 - 1997
Skills
Insurance, Health Insurance, Mergers & Acquisitions, Employee Benefits, Strategic Planning, Salesforce.com, Benefits Administration, Mergers, Sales, Sales Operations, Recruiting, Disability Insurance
Education
New York University
Bachelor of Arts (B.A.), European History
Michael Lawrence Levine's NFP Experience June 2002 - December 2006
Job President at Levine Management Corp
Industry Financial Services
Experience
Levine Management Corp September 1982 - Present
NFP June 2002 - December 2006
Education
College for Financial Planning 1990 — 1994
MBA, Financial Planning
New York University
BA
Levine Management Corp September 1982 - Present
NFP June 2002 - December 2006
Education
College for Financial Planning 1990 — 1994
MBA, Financial Planning
New York University
BA
Keith Cattaneo's NFP Experience August 2014 - Present
Job Producer, Business Development at NFP
Industry Financial Services
Experience
NFP August 2014 - Present
Great West Financial January 2008 - August 2014
Franklin Templeton Investments June 1989 - December 2006
Skills
Retirement Plan..., Series 63, Series 7, Retirement, 401k, Series 6, Retirement Planning, Profit Sharing, Mutual Funds, 401k Rollovers, 403 b, Alternative Investments, Asset Allocation, Asset Management, Benefits Administration, Defined Benefit, Defined Contribution, Disability Insurance, ERISA, ETFs, Employee Benefits, Estate Planning, Executive Pay, FINRA, Financial Advisory, Financial Planners, Financial Services, Fixed Annuities, IRAs, Health Insurance, Insurance, Investment Advisory, Investment Strategies, Investments, Life Insurance, Long-term Care, Pensions, Portfolio Management, Qualified Retirement..., Relationship Management, Retirement Savings, Securities, Separately Managed..., Series 24, Strategic Financial..., Series 65, Uniform Combined State..., Variable Annuities, Wealth Management, Wealth Accumulation
Education
St. Mary's College of California 1986 — 1989
NFP August 2014 - Present
Great West Financial January 2008 - August 2014
Franklin Templeton Investments June 1989 - December 2006
Skills
Retirement Plan..., Series 63, Series 7, Retirement, 401k, Series 6, Retirement Planning, Profit Sharing, Mutual Funds, 401k Rollovers, 403 b, Alternative Investments, Asset Allocation, Asset Management, Benefits Administration, Defined Benefit, Defined Contribution, Disability Insurance, ERISA, ETFs, Employee Benefits, Estate Planning, Executive Pay, FINRA, Financial Advisory, Financial Planners, Financial Services, Fixed Annuities, IRAs, Health Insurance, Insurance, Investment Advisory, Investment Strategies, Investments, Life Insurance, Long-term Care, Pensions, Portfolio Management, Qualified Retirement..., Relationship Management, Retirement Savings, Securities, Separately Managed..., Series 24, Strategic Financial..., Series 65, Uniform Combined State..., Variable Annuities, Wealth Management, Wealth Accumulation
Education
St. Mary's College of California 1986 — 1989
Chris Feneli's NFP Experience January 2014 - Present
Job Senior Director at NFP
Industry Insurance
Experience
NFP January 2014 - Present
NFP Corporate Services (NY) January 2012 - January 2014
AGS Benefits Group July 2008 - January 2012
Unum January 2005 - July 2008
Skills
Employee Benefits, Health Insurance
Education
Purdue University 2000 — 2004
BS, Industrial Engineering
NFP January 2014 - Present
NFP Corporate Services (NY) January 2012 - January 2014
AGS Benefits Group July 2008 - January 2012
Unum January 2005 - July 2008
Skills
Employee Benefits, Health Insurance
Education
Purdue University 2000 — 2004
BS, Industrial Engineering
Devra Gerber's NFP Experience January 2008 - Present
Job Vice President at Global Planning Group, a partner company of NFP Insurance Solutions
Industry Insurance
Experience
Global Planning Group, a partner company of NFP Insurance Solutions March 2015 - Present
NFP January 2008 - Present
Near North Insurance Brokerage 1993 - 2001
Skills
Life & Health Insurance..., Life Insurance, Property & Casualty..., Environmental Insurance, Surety Bonds, Directors & Officers..., Professional Liability, Insurance, Strategic Planning, Management, Employee Benefits, Risk Management, Underwriting, Due Diligence, Entrepreneurship, Mergers & Acquisitions, Leadership, Sales
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Marketing
The University of Texas at Austin 1989 — 1993
Finance and marketing
Global Planning Group, a partner company of NFP Insurance Solutions March 2015 - Present
NFP January 2008 - Present
Near North Insurance Brokerage 1993 - 2001
Skills
Life & Health Insurance..., Life Insurance, Property & Casualty..., Environmental Insurance, Surety Bonds, Directors & Officers..., Professional Liability, Insurance, Strategic Planning, Management, Employee Benefits, Risk Management, Underwriting, Due Diligence, Entrepreneurship, Mergers & Acquisitions, Leadership, Sales
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Marketing
The University of Texas at Austin 1989 — 1993
Finance and marketing
Lynn Jano, PMP's NFP Experience August 2007 - February 2015
Job IT Project Manager at Rêv Worldwide
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Rêv Worldwide March 2015 - May 2015
NFP August 2007 - February 2015
Gartner July 2006 - August 2007
Eze Castle Integration June 2005 - June 2006
DKR Capital December 1997 - June 2004
AIG International Asset Management November 1997 - December 2000
Skills
Microsoft Office 2010, Project Management, Contract Negotiation, Budget Management, Proposal Preparation, Vendor Management, Performance Management, Problem Resolution...
Education
Western Connecticut State University 1987 — 1992
BA, Communications
DePaul University 1993 — 1995
Urban & Economic Development
Charles Schwab August 2015 - Present
Rêv Worldwide March 2015 - May 2015
NFP August 2007 - February 2015
Gartner July 2006 - August 2007
Eze Castle Integration June 2005 - June 2006
DKR Capital December 1997 - June 2004
AIG International Asset Management November 1997 - December 2000
Skills
Microsoft Office 2010, Project Management, Contract Negotiation, Budget Management, Proposal Preparation, Vendor Management, Performance Management, Problem Resolution...
Education
Western Connecticut State University 1987 — 1992
BA, Communications
DePaul University 1993 — 1995
Urban & Economic Development
Celeste Moya's NFP Experience January 2011 - August 2015
Job Product Specialist at Pacific Life
Industry Financial Services
Experience
Pacific Life August 2015 - Present
NFP January 2011 - August 2015
NFP March 2008 - December 2010
WaxmanCavnerLawson April 2007 - February 2008
Farmers Insurance November 2005 - April 2007
Skills
Insurance, Analytics, Portfolio Management, Financial Modeling, Series 6, Business Analysis, Competitive Analysis, Financial Analysis, Product Marketing, Salesforce.com, Financial Services, Investments, Series 7, Long-term Care, Life Insurance, Relationship Management, Series 63, Retirement Planning, Mutual Funds, Wealth, Disability Insurance, Retirement, Marketing
Education
Baylor University 2001 — 2003
Bachelor of Science (B.S.), Neuroscience
Pacific Life August 2015 - Present
NFP January 2011 - August 2015
NFP March 2008 - December 2010
WaxmanCavnerLawson April 2007 - February 2008
Farmers Insurance November 2005 - April 2007
Skills
Insurance, Analytics, Portfolio Management, Financial Modeling, Series 6, Business Analysis, Competitive Analysis, Financial Analysis, Product Marketing, Salesforce.com, Financial Services, Investments, Series 7, Long-term Care, Life Insurance, Relationship Management, Series 63, Retirement Planning, Mutual Funds, Wealth, Disability Insurance, Retirement, Marketing
Education
Baylor University 2001 — 2003
Bachelor of Science (B.S.), Neuroscience
Pam Baldwin Bradshaw, AIS, CIC's NFP Experience June 2015 - Present
Job Account Manager
Industry Insurance
Experience
NFP June 2015 - Present
ECM Solutions. May 2012 - June 2015
Brown & Brown April 2009 - May 2012
Blue Ridge Insurance August 2003 - 2008
Colonial Life 2001 - 2003
Western & Southern Financial Group 1999 - 2001
Watson Insurance Agency Inc. 1991 - 1996
Skills
Small Business, Insurance, Commercial Insurance, Sales, Property & Casualty..., Brokers, Umbrella Insurance, Professional Liability, Casualty, Legal Liability, Commercial Lines, Liability, Underwriting, D&O, Workers Compensation, Casualty Insurance, General Insurance
Education
Belmont Abbey College
Gaston College
Hunter Huss
NFP June 2015 - Present
ECM Solutions. May 2012 - June 2015
Brown & Brown April 2009 - May 2012
Blue Ridge Insurance August 2003 - 2008
Colonial Life 2001 - 2003
Western & Southern Financial Group 1999 - 2001
Watson Insurance Agency Inc. 1991 - 1996
Skills
Small Business, Insurance, Commercial Insurance, Sales, Property & Casualty..., Brokers, Umbrella Insurance, Professional Liability, Casualty, Legal Liability, Commercial Lines, Liability, Underwriting, D&O, Workers Compensation, Casualty Insurance, General Insurance
Education
Belmont Abbey College
Gaston College
Hunter Huss
Patrick Sarkis's NFP Experience February 2014 - Present
Job Director of Business Development at NFP
Industry Insurance
Experience
NFP February 2014 - Present
NFP/Thorbahn Benefit,Insurance,Wealth Management February 2012 - February 2014
Back Bay Restaurant Group February 2006 - August 2011
Mobility Technologies November 1999 - February 2006
Skills
Restaurants, Hospitality, Food & Beverage, Recruiting, Restaurant Management, Event Planning, Hospitality Management, Sales, Customer Service, Food Service, Event Management, Marketing, Wine, Leadership, Employee Benefits, Management, Business Development, Marketing Strategy, Advertising, Sales Management, Negotiation, Food
Education
St. Sebastians 1984 — 1988
Dexter/Southfield 1978 — 1984
2nd-8th grade
Georgetown University
B.A., Liberal Arts
NFP February 2014 - Present
NFP/Thorbahn Benefit,Insurance,Wealth Management February 2012 - February 2014
Back Bay Restaurant Group February 2006 - August 2011
Mobility Technologies November 1999 - February 2006
Skills
Restaurants, Hospitality, Food & Beverage, Recruiting, Restaurant Management, Event Planning, Hospitality Management, Sales, Customer Service, Food Service, Event Management, Marketing, Wine, Leadership, Employee Benefits, Management, Business Development, Marketing Strategy, Advertising, Sales Management, Negotiation, Food
Education
St. Sebastians 1984 — 1988
Dexter/Southfield 1978 — 1984
2nd-8th grade
Georgetown University
B.A., Liberal Arts
Scott McCleary's NFP Experience August 2009 - Present
Job Employee Benefit Consultant
Industry Insurance
Experience
NFP August 2009 - Present
Education
Baylor University 1984 — 1989
BBA, Marketing
NFP August 2009 - Present
Education
Baylor University 1984 — 1989
BBA, Marketing
Chris Rikard's NFP Experience January 2012 - Present
Job Vice President
Industry Insurance
Experience
NFP January 2012 - Present
Corporate Benefits, Inc. January 2006 - December 2011
Corporate Benefits, Inc. March 1999 - December 2005
Skills
Strategic Planning, Health Insurance, New Business Development, Employee Benefits, Insurance, Disability Insurance, Sales, Training
Education
Furman University 1994 — 1998
BS, Mathematics/Economics
NFP January 2012 - Present
Corporate Benefits, Inc. January 2006 - December 2011
Corporate Benefits, Inc. March 1999 - December 2005
Skills
Strategic Planning, Health Insurance, New Business Development, Employee Benefits, Insurance, Disability Insurance, Sales, Training
Education
Furman University 1994 — 1998
BS, Mathematics/Economics
Robert A. Ennis's NFP Experience September 2014 - Present
Job Senior Vice President, Sales at NFP
Industry Insurance
Experience
NFP September 2014 - Present
Andreini & Company August 2007 - August 2014
UnitedHealth Group June 2006 - August 2008
Delta Dental Plan of California April 1991 - May 2006
Dean Witter Reynolds September 1987 - March 1991
Skills
Employee Benefits, Health Insurance, Insurance, Underwriting, Marketing Strategy, Disability Insurance, Brokers, Strategic Planning, Management, Account Management, Sales, Customer Service, Health Savings Accounts, Property & Casualty..., Leadership, New Business Development, Dentistry, Legal Liability, Commercial Insurance, Workers Compensation, Professional Liability, Life Insurance
Education
St. Mary's College of California 1984 — 1987
B.S., Economics & Business Administration
St. Ignatius College Preparatory 1979 — 1982
Diploma, High School
NFP September 2014 - Present
Andreini & Company August 2007 - August 2014
UnitedHealth Group June 2006 - August 2008
Delta Dental Plan of California April 1991 - May 2006
Dean Witter Reynolds September 1987 - March 1991
Skills
Employee Benefits, Health Insurance, Insurance, Underwriting, Marketing Strategy, Disability Insurance, Brokers, Strategic Planning, Management, Account Management, Sales, Customer Service, Health Savings Accounts, Property & Casualty..., Leadership, New Business Development, Dentistry, Legal Liability, Commercial Insurance, Workers Compensation, Professional Liability, Life Insurance
Education
St. Mary's College of California 1984 — 1987
B.S., Economics & Business Administration
St. Ignatius College Preparatory 1979 — 1982
Diploma, High School
Ariane Cline's NFP Experience April 2015 - Present
Job Director at National Financial Partners
Industry Financial Services
Experience
NFP April 2015 - Present
NFP November 2014 - April 2015
National Financial Partners December 2012 - April 2015
National Financial Partners June 2010 - December 2012
Husky Injection Molding Systems October 2004 - August 2008
Husky Injection Molding Systems May 2002 - October 2004
Hallam Associates September 2000 - August 2001
Bloomberg L.L.P May 2000 - August 2000
Skills
C#, Project Management, Microsoft SQL Server, SSAS 2008, Business Intelligence..., .NET, Process Improvement, XML, ASP.NET, VB.NET, Mechanical Engineering, Unigraphics, SQL, T-SQL, Windows, SSRS, Engineering, SSIS, Software Development, MDX, ETL Tools, Cloud Applications
Education
Champlain College 2007 — 2007
Advanced Programming in C++
University of Vermont 1996 — 2002
B.S. in Mechanical Engineering, Engineering and Business
Strath Haven
NFP April 2015 - Present
NFP November 2014 - April 2015
National Financial Partners December 2012 - April 2015
National Financial Partners June 2010 - December 2012
Husky Injection Molding Systems October 2004 - August 2008
Husky Injection Molding Systems May 2002 - October 2004
Hallam Associates September 2000 - August 2001
Bloomberg L.L.P May 2000 - August 2000
Skills
C#, Project Management, Microsoft SQL Server, SSAS 2008, Business Intelligence..., .NET, Process Improvement, XML, ASP.NET, VB.NET, Mechanical Engineering, Unigraphics, SQL, T-SQL, Windows, SSRS, Engineering, SSIS, Software Development, MDX, ETL Tools, Cloud Applications
Education
Champlain College 2007 — 2007
Advanced Programming in C++
University of Vermont 1996 — 2002
B.S. in Mechanical Engineering, Engineering and Business
Strath Haven
Patrick Maxey's NFP Experience March 2014 - Present
Job Account Executive at NFP
Industry Insurance
Experience
NFP March 2014 - Present
USI Insurance Services May 2013 - March 2014
Gallagher Benefit Services June 2008 - May 2013
Skills
Employee Benefits, Management, Health Insurance, Business Development, Insurance, Contract Negotiation, Salesforce.com, Account Management, Disability Insurance, Strategic Planning, Human Resources, Customer Service, Health Savings Accounts, Workers Compensation, Underwriting, COBRA
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
Management
B.C. High 2000 — 2004
NFP March 2014 - Present
USI Insurance Services May 2013 - March 2014
Gallagher Benefit Services June 2008 - May 2013
Skills
Employee Benefits, Management, Health Insurance, Business Development, Insurance, Contract Negotiation, Salesforce.com, Account Management, Disability Insurance, Strategic Planning, Human Resources, Customer Service, Health Savings Accounts, Workers Compensation, Underwriting, COBRA
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
Management
B.C. High 2000 — 2004
James Gelder's NFP Experience July 2007 - February 2012
Job Jim Gelder, CLU, CEO at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage August 2013 - Present
J Gelder March 2012 - Present
National Financial Partners January 2010 - February 2012
NFP July 2007 - February 2012
ING January 2002 - June 2007
Skills
Insurance, Strategic Planning, Risk Management, Retirement Planning, Life Insurance, Strategic Financial..., Mergers, Wealth Management, Executive Management, Mutual Funds, Business Development, CRM, Financial Services, Portfolio Management, Strategy, Employee Benefits, Wealth, Mergers & Acquisitions
Education
Dartmouth College 1999 — 1999
Tuck Executive Program, Executive Management
The American College 1990 — 1992
Chartered Life Underwriter, CLU, Life Insurance
Southern California College 1967 — 1969
Highland Capital Brokerage August 2013 - Present
J Gelder March 2012 - Present
National Financial Partners January 2010 - February 2012
NFP July 2007 - February 2012
ING January 2002 - June 2007
Skills
Insurance, Strategic Planning, Risk Management, Retirement Planning, Life Insurance, Strategic Financial..., Mergers, Wealth Management, Executive Management, Mutual Funds, Business Development, CRM, Financial Services, Portfolio Management, Strategy, Employee Benefits, Wealth, Mergers & Acquisitions
Education
Dartmouth College 1999 — 1999
Tuck Executive Program, Executive Management
The American College 1990 — 1992
Chartered Life Underwriter, CLU, Life Insurance
Southern California College 1967 — 1969
Thomas P LaMarco, CPA, CFS's NFP Experience PartnerLaMarco, Baron, Orbuch CPA'sJune 1973 - Present
Job CPA and Financial Advisor
Industry Financial Services
Experience
NFP PartnerLaMarco, Baron, Orbuch CPA'sJune 1973 - Present
Skills
Estate Planning, Tax, Retirement Planning, Retirement, Investment Advisory, Wealth Management, Mutual Funds, Financial Analysis, Strategic Financial...
Education
Pace University - Lubin School of Business 1962 — 1967
BBA, ACCOUNTING
NFP PartnerLaMarco, Baron, Orbuch CPA'sJune 1973 - Present
Skills
Estate Planning, Tax, Retirement Planning, Retirement, Investment Advisory, Wealth Management, Mutual Funds, Financial Analysis, Strategic Financial...
Education
Pace University - Lubin School of Business 1962 — 1967
BBA, ACCOUNTING
Gina Julian's NFP Experience January 2014 - Present
Job MS in Nutrition & RD Student at Boston University
Industry Health, Wellness and Fitness
Experience
NFP January 2014 - Present
Sargent Choice Nutrition Center October 2013 - June 2014
UMass Medical School October 2013 - April 2014
Share Our Strength September 2012 - August 2013
Share Our Strength September 2010 - October 2012
Lewiston Middle School February 2010 - July 2010
Bates College Dance Department January 2009 - May 2010
Bates College Dance Department April 2008 - May 2010
Bates College September 2009 - December 2009
St. Mary's Nutrition Center of Maine June 2009 - August 2009
Skills
Research, Teaching, Volunteer Management, Supervisory Skills, Program Evaluation, Program Implementation, Educational Outreach, Community Engagement, Community Outreach, Volunteer Recruiting, Program Development, Blogging, Microsoft Office, Training, Fundraising
Education
Bates College 2006 — 2010
BA, Psychology
Umbra Institute 2008 — 2008
NFP January 2014 - Present
Sargent Choice Nutrition Center October 2013 - June 2014
UMass Medical School October 2013 - April 2014
Share Our Strength September 2012 - August 2013
Share Our Strength September 2010 - October 2012
Lewiston Middle School February 2010 - July 2010
Bates College Dance Department January 2009 - May 2010
Bates College Dance Department April 2008 - May 2010
Bates College September 2009 - December 2009
St. Mary's Nutrition Center of Maine June 2009 - August 2009
Skills
Research, Teaching, Volunteer Management, Supervisory Skills, Program Evaluation, Program Implementation, Educational Outreach, Community Engagement, Community Outreach, Volunteer Recruiting, Program Development, Blogging, Microsoft Office, Training, Fundraising
Education
Bates College 2006 — 2010
BA, Psychology
Umbra Institute 2008 — 2008
Colleen Salley's NFP Experience July 2007 - December 2011
Job Regional Sales Manager at Tango Health, Inc.
Industry Computer Software
Experience
Tango Health, Inc. October 2013 - Present
TimeLink January 2012 - August 2013
NFP July 2007 - December 2011
Marsh & McLennan Companies, Inc. 2003 - 2007
Skills
401k, Employee Benefits, Defined Benefit, Disability Insurance, Corporate Benefits, Wealth Management, Insurance, Sales, Payroll, Enterprise Software, Human Resources, Securities, Commercial Insurance, Direct Sales, Sales Process, Building Relationships, Account Management, Complex Sales, Workforce Management, Salesforce.com, CRM, SaaS, Sales Presentations, Cold Calling, Strategic Partnerships
Education
Rutgers University 1999 — 2003
Bachelor of Arts (B.A.), Psychology
Wayne Hills High School
Tango Health, Inc. October 2013 - Present
TimeLink January 2012 - August 2013
NFP July 2007 - December 2011
Marsh & McLennan Companies, Inc. 2003 - 2007
Skills
401k, Employee Benefits, Defined Benefit, Disability Insurance, Corporate Benefits, Wealth Management, Insurance, Sales, Payroll, Enterprise Software, Human Resources, Securities, Commercial Insurance, Direct Sales, Sales Process, Building Relationships, Account Management, Complex Sales, Workforce Management, Salesforce.com, CRM, SaaS, Sales Presentations, Cold Calling, Strategic Partnerships
Education
Rutgers University 1999 — 2003
Bachelor of Arts (B.A.), Psychology
Wayne Hills High School
Jaimee Corkin's NFP Experience April 2004 - Present
Job Director of Client Management at NFP
Industry Insurance
Experience
NFP April 2004 - Present
Thorbahn Associates April 2004 - April 2014
Manulife Financial May 1997 - January 2000
Federal Reserve Bank of Boston 1989 - 1997
Skills
Health Insurance, Microsoft Excel, Health Savings Accounts, Disability Insurance, Insurance, Strategic Planning, Employee Benefits, Customer Service, Leadership, Benefits Administration, Underwriting, COBRA
Education
Northeastern University 1985 — 1989
Bachelor of Science (B.S.), Business Administration and Human Resources Management
Rider University 1983 — 1985
NFP April 2004 - Present
Thorbahn Associates April 2004 - April 2014
Manulife Financial May 1997 - January 2000
Federal Reserve Bank of Boston 1989 - 1997
Skills
Health Insurance, Microsoft Excel, Health Savings Accounts, Disability Insurance, Insurance, Strategic Planning, Employee Benefits, Customer Service, Leadership, Benefits Administration, Underwriting, COBRA
Education
Northeastern University 1985 — 1989
Bachelor of Science (B.S.), Business Administration and Human Resources Management
Rider University 1983 — 1985
Charlie Lawton's NFP Experience January 2012 - Present
Job Executive Vice President of Sales at NFP
Industry Insurance
Experience
NFP January 2012 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Photoshop
Education
New England College
NFP January 2012 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Photoshop
Education
New England College
Donna Killion, PHR's NFP Experience May 2015 - Present
Job HR Consultant at NFP
Industry Insurance
Experience
NFP May 2015 - Present
The Boon Group, Inc. October 2014 - April 2015
Triple Canopy June 2011 - October 2014
Triple Canopy March 2009 - June 2011
US Airways May 2006 - March 2009
Registered Massage Therapist January 2003 - February 2008
Apex Foundations, LLC / Weatherford Dirt April 2005 - March 2006
M & M Manufacturing LLC March 2004 - April 2005
COSCO North America June 2002 - January 2003
Maersk Sealand February 2000 - June 2002
Skills
ADP – HRB HRIS System, ADP – PayForce, PayEx, ADP Reporting, Lawson HRIS System, Workbrain Payroll System, SAP - Crystal Reporting, Deltek, QuickBooks, SABRE, Microsoft Windows, Microsoft Office Suite, Microsoft Professional, Creating Databases –..., EDS, Company Specific..., SharePoint, Windows, Databases, Microsoft Office, Applications, ADP Payroll, HP Enterprise Solutions, Sabre, Training, Payroll, Personnel Management, Interviews, Software Documentation, Customer Service, Government, Human Resources, Military, Security, Management
Education
George Mason University 2010 — 2010
Human Resource Management Certificate, Pass
North Harris/Montgomery County College 1996 — 2000
General Studies
Spring High School 1993 — 1996
General Studies
NFP May 2015 - Present
The Boon Group, Inc. October 2014 - April 2015
Triple Canopy June 2011 - October 2014
Triple Canopy March 2009 - June 2011
US Airways May 2006 - March 2009
Registered Massage Therapist January 2003 - February 2008
Apex Foundations, LLC / Weatherford Dirt April 2005 - March 2006
M & M Manufacturing LLC March 2004 - April 2005
COSCO North America June 2002 - January 2003
Maersk Sealand February 2000 - June 2002
Skills
ADP – HRB HRIS System, ADP – PayForce, PayEx, ADP Reporting, Lawson HRIS System, Workbrain Payroll System, SAP - Crystal Reporting, Deltek, QuickBooks, SABRE, Microsoft Windows, Microsoft Office Suite, Microsoft Professional, Creating Databases –..., EDS, Company Specific..., SharePoint, Windows, Databases, Microsoft Office, Applications, ADP Payroll, HP Enterprise Solutions, Sabre, Training, Payroll, Personnel Management, Interviews, Software Documentation, Customer Service, Government, Human Resources, Military, Security, Management
Education
George Mason University 2010 — 2010
Human Resource Management Certificate, Pass
North Harris/Montgomery County College 1996 — 2000
General Studies
Spring High School 1993 — 1996
General Studies
Jay Barone's NFP Experience June 2014 - Present
Job Technical Writer/Editor, RFP Analyst at NFP
Industry Writing and Editing
Experience
NFP June 2014 - Present
STV December 2013 - June 2014
Hill International, Inc. October 2011 - November 2013
Nielsen February 2005 - October 2010
Skills
Editing, Proofreading, Copy Editing, Technical Writing, Proposal Writing, Editorial, Copywriting, Creative Writing, Technical Documentation, Adobe Acrobat, Writing, Management, Social Media, Web Content, Staff Management, Staff Supervision, Team Management, Style Guide Creation, Marketing Communications
Education
Hunter College
Bachelor of Arts (B.A.), Media Studies (Major); English (Minor)
Appleby College
High School
NFP June 2014 - Present
STV December 2013 - June 2014
Hill International, Inc. October 2011 - November 2013
Nielsen February 2005 - October 2010
Skills
Editing, Proofreading, Copy Editing, Technical Writing, Proposal Writing, Editorial, Copywriting, Creative Writing, Technical Documentation, Adobe Acrobat, Writing, Management, Social Media, Web Content, Staff Management, Staff Supervision, Team Management, Style Guide Creation, Marketing Communications
Education
Hunter College
Bachelor of Arts (B.A.), Media Studies (Major); English (Minor)
Appleby College
High School
Linda Lamb's NFP Experience 2013 - 2014
Job Deposit Operations and Compliance
Industry Banking
Experience
NFP 2013 - 2014
Georgetown Bank June 1998 - May 2013
Eastern Massachusetts Compliance Network 2002 - 2013
Family Bank May 1979 - September 1996
Skills
Banking, Security, Credit Cards, Consumer Lending, Small Business Lending, Loans, Relationship Management, Financial Risk, Payments, Financial Institutions, Credit Risk
Education
School for Financial Studies sponsored by Massachusetts Bankers 2000 — 2001
Certificate, Banking and Financial Support Services
Merrimack College 1992 — 1995
Business Administration and Management, General
Northern Essex Community College
Associate of Science (A.S.), Banking and Business Management, Honors and High Honors
NFP 2013 - 2014
Georgetown Bank June 1998 - May 2013
Eastern Massachusetts Compliance Network 2002 - 2013
Family Bank May 1979 - September 1996
Skills
Banking, Security, Credit Cards, Consumer Lending, Small Business Lending, Loans, Relationship Management, Financial Risk, Payments, Financial Institutions, Credit Risk
Education
School for Financial Studies sponsored by Massachusetts Bankers 2000 — 2001
Certificate, Banking and Financial Support Services
Merrimack College 1992 — 1995
Business Administration and Management, General
Northern Essex Community College
Associate of Science (A.S.), Banking and Business Management, Honors and High Honors
Peter Houston's NFP Experience November 2007 - Present
Job Lead Technology Administrator at NFP
Industry Financial Services
Experience
NFP November 2007 - Present
Time Warner Cable May 2006 - October 2007
Mac Haik Automotive Group August 2005 - April 2006
Rackspace, the #1 managed cloud company 1998 - 2001
Rackspace, the #1 managed cloud company 1998 - 2001
Skills
IT Management, Windows 7, Windows 8, Windows XP, Windows Vista, Microsoft Office, Help Desk Support, Help Desk Implementation, conference audio/video..., Troubleshooting
Education
Austin Community College
Criminal Justice and History
NFP November 2007 - Present
Time Warner Cable May 2006 - October 2007
Mac Haik Automotive Group August 2005 - April 2006
Rackspace, the #1 managed cloud company 1998 - 2001
Rackspace, the #1 managed cloud company 1998 - 2001
Skills
IT Management, Windows 7, Windows 8, Windows XP, Windows Vista, Microsoft Office, Help Desk Support, Help Desk Implementation, conference audio/video..., Troubleshooting
Education
Austin Community College
Criminal Justice and History