Northwestern Mutual
Industry: Financial services company
DescriptionThe Northwestern Mutual is an American financial services mutual organization based in Milwaukee. The financial security company provides consultation on wealth and asset income protection, education ... Headquarters: Milwaukee, Wisconsin, United States Number of employees: 7,500 (2017) Founded: 1857 Subsidiaries: LearnVest, Executives: John E. Schlifske (CEO, President, Chairperson),
Northwestern Mutual List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Northwestern Mutual. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Northwestern Mutual Salaries. You can even request information on how much does Northwestern Mutual pay if you want to. Learn about salaries, pros and cons of working for Northwestern Mutual directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
22,620 Northwestern Mutual employees in database. Find out everything there's to know about Northwestern Mutual employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Northwestern Mutual Employees
Northwestern Mutual January 2014 - Present
Northwestern Mutual August 1983 - Present
Education
Syracuse University 1978 — 1982
Edgemont High School
Norfolk Southern Corporation June 2015 - Present
Norfolk Southern Corporation July 2014 - Present
Bitzer Scroll August 2013 - December 2013
CPX Interactive May 2013 - August 2013
Northwestern Mutual May 2012 - September 2012
Roseland Waterpark June 2010 - August 2011
Skills
Digital Media, Online Advertising, Sales, Wealth Accumulation, Education Funding, Retirement Planning, Fixed Annuities, Microsoft Office, Variable Products, Retirement, IRAs, Target Audience, Transportation, Rail Operations, Management, Logistics, Geography, Project Management, Customer Relations
Education
Syracuse University 2010 — 2014
Bachelor's degree, Finance, Supply Chain Management, Entrepreneurship & Emerging Enterprises
International Institute, Madrid, Spain 2012 — 2013
Finance, Supply Chain Management, Entrepreneurship & Emerging Enterprises
Canandaigua Academy 2006 — 2010
SEI September 2015 - Present
SEI April 2014 - September 2015
Ted's Montana Grill November 2013 - April 2014
Northwestern Mutual January 2013 - October 2013
Bed Bath & Beyond June 2011 - July 2012
Fracesca's January 2009 - July 2010
Skills
Retail, Retail Sales, Inventory Management, Cashiering, Customer Service, Sales, Time Management, Customer Satisfaction, Financial Analysis, Telephone Skills, Life Insurance, Whole Life, Retirement Planning, Facebook, Annuity Sales, Strategic Financial..., Retirement Plan..., Term Life Insurance, Cold Calling, Leadership, Phone Etiquette, Data Entry, Access, Outlook, Customer Retention, Finance, Insurance, Teamwork, Microsoft Excel, Microsoft Office, PowerPoint
Education
Temple University - Fox School of Business and Management 2009 — 2014
Bachelor of Business Administration (BBA), Marketing
Accenture December 2011 - Present
Accenture August 2010 - December 2011
Northwestern Mutual January 2010 - May 2010
Skills
Finance, Business Planning, Financial Analysis, Microsoft Excel, Process Improvement, Financial Modeling, Strategic Financial..., Financial Services, Risk Management, Portfolio Management, Financial Forecasting, Managerial Finance, Financial Risk, Asset Managment, Business Analysis, Cost Benefit, Financial Markets, Cash Flow Forecasting, Financial Reporting, Insurance, Government Proposals, Drafting Proposals
Education
Texas State University-San Marcos 2008 — 2010
BBA, Finance
Temple College 2006 — 2008
Finance
Tarleton State University 2005 — 2006
Aledo
Northwestern Mutual June 2015 - Present
Hall Consulting 2009 - Present
Dream Street Lending January 2005 - June 2012
Car Toys September 1996 - January 2005
US ARMY September 1993 - July 1996
Skills
Loans, Short Sales, Refinance, FHA, Mortgage Banking, First Time Home Buyers, Investment Properties, Real Estate Economics, Real Estate, Loan Modifications, REO, Loan Origination, Mortgage Lending, USDA, VA loans, Residential Homes, Residential Mortgages, Real Estate Transactions, Customer Service, FHA financing, Government Loans, Construction Loans, Public Speaking, Credit Analysis, Commercial Lending, Coaching, New Business Development, Reverse Mortgages, Mortgage Marketing, Banking, Single Family Homes, Strategic Planning, Credit, Investors, Home Equity Loans, Certified Mortgage...
Education
Faith Evangelical College & Seminary 2011 — 2013
BA, Strategic Leadership
Tacoma Community College 1997 — 1999
Associate's degree, Political Science and Government
North Mason High School 1989 — 1993
The Reaves Agency July 2012 - Present
Northwestern Mutual August 2011 - January 2012
UnitedHealth Group June 2007 - May 2011
Cigna January 1990 - June 2007
Skills
Health Insurance, Employee Benefits, Benefits Administration, Healthcare, Insurance, Long-term Care, Managed Care, Health Savings Accounts, Disability Insurance, Brokers, Medicare, Account Management, Term Life Insurance, Underwriting, Life Insurance
Education
Tarleton State University
Bachelor of Business Administration (BBA), Marketing
Tarleton State University
Bachelor's degree, Marketing
Northwestern Mutual June 2009 - Present
Taylor University August 2007 - May 2009
Skills
Strategic Financial..., Life Insurance, Investments, Disability Insurance
Education
Taylor University 2006 — 2010
BA Business Management, and Marketing
Northwestern Mutual January 2013 - Present
Edward Jones June 2012 - December 2012
Edward Jones August 2007 - May 2008
Skills
Life Insurance, Finance, Health Insurance, Employee Benefits, Retirement Planning, Strategic Planning, Retirement, Mutual Funds, Long Term Care Insurance, IRAs, Disability Insurance, Financial Analysis, 401k Rollovers, 401k, Strategic Financial..., Investments, Estate Planning, Financial Advisory, Personal Financial..., Wealth, Asset Allocation, Investment Advisory, Investment Strategies, Roth IRA, Financial Services, Retirement Savings, Permanent Life Insurance, Financial Planning
Education
Taylor University
Bachelor of Science (BS), Finance & Economics
TIAA-CREF March 2015 - Present
Northwestern Mutual January 2015 - March 2015
Everpads, Inc. January 2013 - October 2014
MCKAY INTERNATIONAL RESOURCES LLC June 2014 - September 2014
Citi July 2011 - September 2011
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, Data Analysis, QuickBooks, Finance, Risk Management, Business Strategy, Financial Planning, Bloomberg, Business Development, Banking, Market Research, Analytical Skills, Budget Management, VBA, MS Excel Pivot Tables, Corporate Finance, Financial Modeling, Investments, Analysis, Financial Services, Hyperion, Essbase, Vlookup, Tableau
Education
Pace University 2012 — 2014
MS, Finance
Temple University - Fox School of Business and Management 2008 — 2012
Bachelor of Science (BS), Finance, General
Northwestern Mutual May 2015 - August 2015
Impax Laboratories June 2014 - August 2014
San Nicola January 2011 - June 2014
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Social Media, Financial Analysis, Leadership, Public Speaking, English, SAP, Customer Service, Strategic Planning, Finance, Insurance
Education
Temple University 2013 — 2017
Finance, General, Junior
First Tennessee Bank October 2014 - Present
State of Tennessee Comptroller of the Treasury January 2014 - October 2014
Tennessee Technological University August 2009 - December 2013
Tennessee Technological University August 2009 - December 2013
First Tennessee Bank May 2013 - August 2013
Northwestern Mutual November 2011 - April 2013
Metro Parks and Recreation June 2009 - June 2011
Skills
Strategic Financial..., Leadership, Financial Analysis, Time Management, Life Insurance, Mutual Funds, Analysis, Social Networking, Microsoft Excel, Retirement, Data Analysis, Finance, Long Term Care Insurance, Insurance, Customer Service, Internal Communications, Commercial Banking, Health Insurance, Management, Music Production, Sales, Communication Skills, Financial Planning, Church Growth, Auditing, External Audit, Government, State Government, Financial Statements, Spreads, Regulatory Requirements, Communication, Microsoft Office
Education
Nashville School of Law
Juris Doctor (J.D.)
Tennessee Technological University 2012 — 2013
Master of Business Administration (M.B.A.), Finance, General, 3.5
Tennessee Technological University 2009 — 2012
Bachelor of Science (B.S.), Finance, General, 3.2
Vicki Curtis-Stoner Photography, LLC May 2012 - Present
Lewis Association Property Management October 2014 - March 2015
Northwestern Mutual October 2012 - May 2014
Hayward & Grant July 2013 - October 2013
First American Title June 2003 - May 2012
Skills
Outlook, Marketing, Social Media, Microsoft Word, Microsoft Excel, Microsoft Office, Event Planning, Public Speaking, First Time Home Buyers, Real Estate Transactions, Sales, Process Scheduler, Loans, Residential Homes, Real Estate, Notary Public, Insurance, Leadership, Team Building, Budgets, Customer Satisfaction, Customer Service, Management, PowerPoint, Social Media Marketing
Education
Tallahassee Community College 2003 — 2004
Freedom Area High School 1992 — 1996
Diploma, General
Evangel World Prayer Center August 2014 - Present
Deliver The Captives Ministries March 2013 - Present
Accountemps July 2013 - March 2014
Northwestern Mutual 2011 - January 2013
New York Life Insurance Company January 2010 - May 2011
Place Properties October 2007 - January 2010
Skills
Coaching, Training, Staff Development, Sales, Networking, Public Speaking, Team Building, Event Planning, Customer Service, Insurance, Leadership, Budgets, Strategic Planning, Cold Calling, Account Management, Business Development, Sales Management, Leadership Development, Finance, Contract Negotiation, Temporary Placement, Marketing Strategy, Business Planning
Education
Temple University 2004 — 2007
BA of Science, Community & Regional Planning
CGIA
Ordained Minister
Moody Global Ministries October 2014 - Present
Northwestern Mutual September 2013 - Present
Tyndale House Publishers September 2012 - September 2014
Tyndale House Publishers September 2010 - September 2012
Highgate Cross June 2010 - September 2010
Media Marketing Services August 2009 - May 2010
Tyndale House Publishers May 2009 - August 2009
Skills
InDesign, Advertising, Logo Design, Layout, Illustrator, Graphic Design, Stationery, Adobe Acrobat, Photoshop, Posters, Photography, Creative Strategy, Digital Photography, Branding & Identity, Social Media, Typography, Corporate Identity, Branding
Education
Taylor University 2006 — 2010
Bachelor of Arts, Graphic Design
Wesley Institute, Sydney, Australia
Graphic Design
Sundack Coverage Corporation August 2008 — Present
Northwestern Mutual 2006 — July 2008
Education
Syracuse University 2001 — 2005
Bachelors, Political Science
Robert M. Currey & Associates April 2015 - Present
Aon Risk Solutions July 2012 - April 2015
Northwestern Mutual June 2011 - September 2011
Wilmington C.A.R.E.S. June 2006 - August 2010
Skills
Insurance, Microsoft Office, Microsoft Excel, Property & Casualty..., Risk Management, Life Insurance, PowerPoint, Microsoft Word, Customer Service, Leadership, Employee Benefits, Account Management, Marketing
Education
Temple University - Fox School of Business and Management 2008 — 2012
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance
Temple University - Fox School of Business and Management 2008 — 2012
Bachelor of Business Administration (B.B.A.), Risk management
Northwestern Mutual January 2015 - Present
Northwestern Mutual August 2011 - Present
Northwestern Mutual June 2010 - August 2011
Cummings and Company Realtors January 2009 - July 2010
NVR, Inc. July 2007 - November 2008
NVR, Inc. February 2006 - June 2007
Ryan Homes May 2003 - January 2006
Ryan Homes February 2002 - April 2003
Education
University of Maryland, College Park 2014 — 2015
Master of Business Administration (MBA), Executive MBA Program Cohort 14
Syracuse University - Martin J. Whitman School of Management 1998 — 2002
B.S., Marketing, Nutrition
Severna Park High 1994 — 1998
EY January 2015 - Present
Whitman Undergraduate Office August 2012 - December 2014
Citi June 2014 - August 2014
Northwestern Mutual June 2013 - September 2013
Department of Public Safety September 2011 - May 2012
Deutsche Bank June 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Social Media, Public Speaking, Teamwork, Bilingual, Social Skills, Organization, Leadership, Time Management, Finance, Facebook, Management, Social Networking, Microsoft Office, Event Planning, Access
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2014
Bachelor of Science, Finance and Marketing
Syracuse University in Madrid 2013 — 2013
RISCO Group July 2015 - Present
GE Lighting April 2014 - August 2014
Northwestern Mutual May 2013 - December 2013
Skills
Risk Management, Term Life Insurance, Finance, Investments, Microsoft Word, PowerPoint, Microsoft Office, Retirement Planning, Microsoft Excel, Leadership, Education Funding
Education
Syracuse University 2011 — 2015
Bachelor of Science (B.S.), Finance and Marketing
Johnson Controls, Inc. Automotive Experience October 2014 - Present
A.O. Smith August 2013 - October 2014
A.O. Smith February 2013 - August 2013
City Limits Cafe May 2009 - February 2013
Northwestern Mutual August 2012 - December 2012
Walmart Supercenter August 2011 - November 2012
Northwestern Mutual May 2012 - August 2012
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Team Building, Team Leadership, Event Planning, Fundraising, Social Media, Teamwork, Organization, Dependable Team Player, Human Resources, Time Management, Recruiting, Strategic Planning, Project Management, Leadership, Employee Relations, Outlook, Administration, Research, Sales, Leadership Development
Education
Tennessee Technological University 2008 — 2012
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
Gordonsville High School 2004 — 2008
High School Diploma
Northwestern Mutual June 2015 - Present
Boys and Girls Clubs of Southern Nevada May 2014 - August 2014
Skills
Microsoft Office, PowerPoint, Microsoft Word, Psychology, Teamwork, Time Management, English
Education
Temple University 2011 — 2015
Psychology
New York Cares October 2014 - Present
Macy's June 2014 - Present
Ashland Inc May 2014 - August 2014
Syracuse University September 2012 - September 2013
Northwestern Mutual September 2012 - May 2013
Syracuse University June 2009 - August 2011
Skills
Microsoft Office, Research, Windows, Public Speaking, Social Networking, Chemistry, Analysis, Microsoft Excel, PowerPoint
Education
Syracuse University 2010 — 2014
Bachelor of Arts (BA), Chemistry
Syracuse University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Syracuse University - Martin J. Whitman School of Management 2012 — 2014
Minor, Finance, General
Microsoft April 2015 - Present
Motiv Inc. April 2015 - Present
Northwestern Mutual May 2013 - April 2015
Northwestern Mutual May 2012 - May 2013
Rankos Stadium Pharmacy June 2008 - June 2012
Education
University of Washington 2007 — 2012
Psychology
Stadium High School (2003
Tacoma Community College
Select Sothebys International Realty November 2014 - Present
State Farm February 2014 - April 2014
Marocco's Pizzeria February 2012 - August 2013
Northwestern Mutual May 2013 - July 2013
Casler Farm August 2009 - August 2011
Skills
Telephone Skills, Food, Cash Register, PowerPoint, Microsoft Office, Public Speaking, Research, Microsoft Excel, Microsoft Word, Higher Education, Facebook, Social Media, Data Analysis, Teamwork, Leadership, Social Networking, Time Management
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2016
Bachelor's degree, Fine and Real Estate
Herkimer County Community College 2011 — 2012
Associate's degree, Business Administration
Little Falls High School 2007 — 2011
360i July 2015 - Present
SIDEARM Sports October 2014 - May 2015
Campus Vacations August 2012 - February 2015
McCann Echo Torre Lazur June 2014 - August 2014
The Newhouse September 2013 - May 2014
Northwestern Mutual May 2013 - April 2014
Office of Residence Life, Syracuse University August 2012 - May 2013
Skills
Microsoft Excel, Microsoft Office, Simmons OneView, MRI+, Advertising, Public Speaking, Final Cut Pro, Facebook, Social Networking, PowerPoint, Spanish, Social Media, Microsoft Word, Teamwork, Time Management, Translating Latin, Pinterest, Photoshop, Adobe Creative Suite, WordPress, Facebook Marketing, Twitter Marketing, Camera and Equipment..., Event Planning
Education
Syracuse University 2011 — 2015
Bachelor’s Degree, Bachelor of Arts in Marketing and Advertising Minor in Economics, 3.73
Saint Joseph's Preparatory School 2007 — 2011
High School, 3.8 GPA
Northwestern Mutual May 2015 - Present
Strategi Consulting, LLC July 2012 - April 2015
Liberty Mutual Insurance August 2011 - July 2012
MIT Lincoln Laboratory June 2009 - July 2011
United States Air Force May 2008 - August 2008
JPMorgan Chase June 2007 - August 2007
JPMorgan Chase June 2006 - August 2006
Education
Syracuse University 2008 — 2009
Master of Science, Information Management
Syracuse University 2008 — 2009
Certificate of Advanced Study, Information Security Management
Syracuse University 2004 — 2007
Bachelor of Science, Information Management and Technology
Pinckney Hugo Group June 2013 - Present
BizEventz, Inc. September 2012 - Present
Bizeventz, Inc. September 2012 - 2012
Northwestern Mutual 2011 - 2012
Little Lukes March 2010 - April 2011
Skills
Licensed Life & Health..., Microsoft Office, Appointment Scheduling, Office Administration, Customer Service, Coaching, Teaching, Lesson Planning, Bill Payment, Coordinating Events, Event Planning, Advertising, PowerPoint, Telephone Skills, Time Management
Education
Syracuse University 2006 — 2010
Bachelor of Arts (B.A.), Psychology
TD May 2013 - Present
Northwestern Mutual November 2011 - October 2012
City of Philadelphia 2002 - 2010
Skills
Term & Permanent Life..., Insurance, Financial Planning, Risk Management, Customer Service, Finance, Life Insurance, Financial Services, Loans, Banking, Mortgage Lending, Relationship Management, Management, Retirement Planning, Securities, Strategic Financial..., Mutual Funds
Education
Temple University - Fox School of Business and Management 2009 — 2011
Bachelor of Business Administration, Finance
Valley Forge Military Academy & College 1996 — 1998
associates, Business Administrative
Temple University August 2014 - Present
Northwestern Mutual June 2010 - August 2014
Temple University Institute for Public Affairs July 2009 - June 2010
Northwestern Mutual January 2009 - July 2009
Temple University January 2008 - December 2008
Temple University August 2003 - August 2007
Education
Temple University 2006 — 2013
Doctor of Philosophy (Ph.D.), Political Science
Temple University 2003 — 2006
Master of Arts (M.A.), Political Science
West Chester University of Pennsylvania 1999 — 2003
Bachelor of Arts (B.A.), Philosophy
Akcelerant April 2014 - Present
Contemporary Services Corporation June 2011 - Present
Power Home Remodeling Group July 2013 - October 2013
Northwestern Mutual April 2012 - July 2013
Upper Darby Recreation Department June 2009 - July 2011
Jumpstart October 2009 - May 2011
Bonnie's June 2005 - August 2007
Skills
Event Management, Microsoft Office, Customer Service, Social Networking, Time Management, Sales, Marketing Strategy, Strategic Planning, Social Media Marketing, Data Analysis, Public Speaking, Social Media, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Research, Team Leadership, Community Outreach, Team Building, Leadership, Teamwork, Public Relations, Marketing Communications, Advertising, Account Management, Leadership Development, Retail, Marketing Research, Training, Nonprofits, Recruiting, Management, Customer Satisfaction, Coaching, Entrepreneurship, Access, Email Marketing
Education
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing, Senior
Upper Darby High School 2005 — 2009
Sentry Insurance October 2011 - Present
Northwestern Mutual May 2011 - December 2011
Draught Horse Pub August 2009 - May 2011
Liberty Mutual Group May 2010 - September 2010
Skills
Long-term Care, Life Insurance, Insurance, Property & Casualty..., Disability Insurance
Education
Temple University - Fox School of Business and Management 2007 — 2011
BBA, International Business, Marketing
Neshaminy High School 2004 — 2007
Northwestern Mutual 2011 - Present
First Farmers and Merchants Bank July 2008 - October 2010
Regions Financial Corporation May 2005 - June 2008
Wells Fargo October 2003 - May 2005
Education
Tennessee Technological University 2001 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Tennessee Technological University 1997 — 2002
Bachelor's degree, Finance, General
Northwestern Mutual May 2014 - September 2014
New Era Tickets January 2014 - May 2014
Temple University January 2013 - May 2013
New Britain Rock Cats Baseball Club May 2012 - August 2012
Skills
Bloomberg, Equity Research, Capital Markets, Microsoft Excel, PowerPoint, Equity Valuation, Equities, Asset Allocation, Derivatives, Hedge Funds, Capital IQ, Microsoft Office, Customer Service
Education
Temple University - Fox School of Business and Management 2014 — 2015
Master of Science (M.S.), Investment Management, GPA: 3.77
Temple University 2010 — 2014
Bachelor of Science (B.S.), Sport and Recreation Management; General Business Studies, GPA: 3.9, Summa Cum Laude
Northwestern Mutual May 2015 - Present
The William C. Dunkelberg Owl Fund January 2015 - Present
Dom's Lounge March 2013 - January 2014
Vector Marketing December 2012 - January 2013
Skills
Foreign Languages, Sales Presentations, Customer Service, Market Research, Teamwork, Time Management, Research, Microsoft Office, Leadership, Social Networking
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor's Degree, Finance, General
Council Rock North Highschool 2007 — 2011
High School Diploma
KPMG August 2014 - Present
Northwestern Mutual September 2013 - August 2014
KPMG US January 2013 - April 2013
Huntingdon Valley Country Club May 2010 - January 2012
Temple University Computer Services September 2009 - May 2010
Skills
Financial Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Financial Analysis, Leadership, Public Speaking, Social Media, Facebook, Access, Team Leadership
Education
Temple University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Archbishop Wood High School 2005 — 2009
UBS Financial Services April 2013 - Present
Northwestern Mutual October 2011 - December 2012
Education
Syracuse University 2007 — 2011
B.S., Finance, Advertising
Syracuse University London School at Faraday 2009 — 2010
Northwestern Mutual May 2015 - Present
GSK October 2013 - May 2015
GSK July 2013 - September 2013
GlaxoSmithKline June 1997 - June 2013
Skills
Pharmaceutical Sales, Hospital Sales, Pharmaceutical Industry, Endocrinology, Managed Care, Diabetes, Clinical Research, Sales Effectiveness, Product Launch, Medicine, Hospitals, Pulmonary Diseases, Asthma, COPD, Account Management, Key Account Development, Relationship Building, Business Analysis, Team Building, Business Planning, New Business Development, Change Management, Event Management, Cross-functional Team..., Healthcare, Continuous Improvement, Business Process..., Key Performance..., Team Leadership, Customer Service, Sales, Teamwork, Time Management, Pulmonology, Allergic Rhinitis, Specialty Pharma
Education
Syracuse University 1988 — 1992
B.S. & B.A., Advertising & Psychology
Guilderland High School
US Navy March 2011 - Present
JPMorgan Chase August 2009 - November 2010
JPMorgan Chase June 2008 - August 2009
Lakeside Aquatic Club November 2008 - March 2009
Northwestern Mutual December 2007 - April 2008
Skills
Leadership, Access, Accounting, Business Process, Analysis, Microsoft Excel, Training, Team Leadership, Team Building, Research, Program Management
Education
University of North Texas 2005 — 2008
BBA, Finance, Real Estate
Syracuse University 2004 — 2005
Communications
Hudson Valley Community College March 2014 - Present
Northwestern Mutual October 2014 - December 2014
The Albany Academies August 2006 - June 2014
Albany Roman Catholic Diocese September 2000 - June 2006
GE March 1985 - February 1991
Skills
End User Training, Computer Science, Software Development, Technology Integration, Educational Technology, Teaching, Curriculum Design, Curriculum Development, Instructional Technology, Classroom, Computer Hardware, Microsoft Office, K-12, Classroom Management, Lesson Planning
Education
Union College 1989 — 1991
Master of Science (MS), Computer Science
Syracuse University 1980 — 1983
Bachelor of Science (B.S.), Computer and Information Sciences, General
Senderra RX August 2015 - Present
Northwestern Mutual November 2012 - August 2015
Batting Stance Guy April 2008 - August 2015
Cru Global February 1997 - December 2012
Education
Syracuse University 1991 — 1995
Monte Vista High School 1987 — 1991
Northwestern Mutual January 2009 - Present
HUNTINGTON BANK 2003 - 2008
SECURITY NATIONAL BANK January 1980 - January 2002
SECURITY BANC Holding Company of Security National Bank January 1995 - January 2000
SECURITY NATIONAL BANK January 1979 - January 1980
Skills
Marketing, Strategic Financial..., Public Speaking, Public Relations, Business Development, Events, Leadership, New Business Development, Community Outreach, Strategic Planning, Problem Solving, Grant Writing, Nonprofits, Training, Time Management, Sales, Advertising
Education
Taylor University 1975 — 1979
BS, Communication/English
Mercer Investments July 2011 - Present
Evaluation Associates December 2007 - June 2011
Northwestern Mutual June 2007 - August 2007
Grainger August 2006 - December 2006
Skills
Equities, Bloomberg, Hedge Funds, Alternative Investments, Fixed Income, Equity Research, Asset Management, Asset Allocation, Valuation, Investments, Mutual Funds, Portfolio Management, Social Media
Education
Syracuse University 2004 — 2007
Bachelor of Science, Finance, Supply Chain Management
Northwestern Mutual January 2014 - April 2014
Dustbusters Cleaning Services, LLC February 2011 - July 2013
Capital City Bank Group, Inc. December 2011 - December 2012
Skills
Customer Satisfaction, Retirement Planning, Mutual Funds, Life Insurance, Tax-advantaged..., Fixed Annuities, Disability Insurance
Education
Florida A&M University 2009 — 2015
Bachelor's Degree, Business Administration/Concentration: Finance, 3.71
Tallahassee Community College 2013 — 2013
Associate's Degree, Business Administration and Management, General, 2.70
Northwestern Mutual 2009 - Present
Skills
Investments, Financial Planning, Estate Planning, Insurance, Investment Management, Business Planning, Retirement Planning, Finance, Alternative Investments, Financial Advisory
Education
Syracuse University 1999 — 2003
Political Science and Philosophy
Looking for a New Opportunity January 2013 - Present
eCardio Diagnostics October 2012 - January 2013
Northwestern Mutual July 2012 - October 2012
Smartbridge, LLC October 2010 - January 2012
McLane Company March 1999 - June 2009
The Harper Group (Circle International) January 1995 - March 1999
EMCO Distributors July 1992 - August 1994
Independent Consultant June 1991 - July 1992
E&J Gallo Winery November 1987 - June 1991
Schering-Plough July 1980 - November 1987
Skills
PMP, Team Building, Enterprise Architecture, Infrastructure Planning, Disaster Recovery, Project Planning, Project Engineering, Project Delivery, Project Implementation, Relational Databases, Personnel Development, Personnel Training, Personnel Supervision, Personnel Leadership, Deployment, Operational Excellence, Leveraging Technology, Leading By Example, Software Design, Database Design, Application Delivery, Quality Assurance, POS, EDI, ITIL, Decision Support, Business Modeling, Process Optimization, Mentoring, Results Oriented, Professional Services, Business Intelligence, Creative Problem Solving, Thinking Outside The Box, Team Motivator
Education
University of Wisconsin-Parkside 1971 — 1972
None, Business
Tennessee Technological University 1969 — 1970
None, Electronics Engineerng
Northwestern Mutual April 2008 - Present
Enkei America, Inc. May 2007 - March 2008
Enkei America, Inc. June 2003 - June 2007
Irwin Union Bank 2002 - 2003
Education
Taylor University 2003 — 2007
BS, Computer Science
Columbus East High School
Northwestern Mutual August 2015 - Present
York Traditions Bank September 2014 - August 2015
York Traditions Bank January 2014 - September 2014
Metro Bank July 2013 - January 2014
Metro Bank July 2010 - July 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Time Management, Research, Public Speaking, Leadership, Teamwork, Critical Thinking, Outlook, Higher Education, Facebook, Social Networking, Social Media, Banking
Education
York College of Pennsylvania 2013 — 2017
Bachelor's Degree, Accounting, Junior
Temple University - Fox School of Business and Management 2011 — 2011
Northwestern Mutual June 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Java, Leadership, Teamwork, Social Media, Social Networking
Education
Taylor University 2011 — 2016
Bachelor's Degree, Business Administration and Management, General
Pennridge High School 2007 — 2011
High School
Spectrum Pension Consultants, Inc. March 2013 - Present
Spectrum Pension Consultants, Inc. August 2012 - Present
Spectrum Pension Consultants, Inc. March 2012 - March 2013
ARAMARK September 2011 - February 2012
Sodexo March 2011 - August 2011
Northwestern Mutual June 2009 - June 2010
Skills
Project Management, Project Planning, Customer Service, Time Management, Teamwork, Inventory Management, 401k, Retirement Plan..., Technology, Qualified Retirement..., Employee Benefits, New Business Development, Finance, Public Speaking, Social Media, Team Building, IRAs, ERISA, SharePoint, CRM
Education
Western Washington University 2008 — 2010
Bachelor, Finance
Tacoma Community College 2006 — 2008
Associate, Busniess Administration
StudentCity.com February 2014 - Present
Northwestern Mutual May 2012 - January 2014
Syracuse University August 2008 - June 2012
Merrill Lynch May 2011 - August 2011
AXA Advisors January 2011 - May 2011
Skills
Leadership, Communication, PowerPoint, Event Planning, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Research, Public Speaking, Finance, Financial Analysis, Networking, Facebook, Adobe Creative Suite, Outlook, Strategic Financial...
Education
Syracuse University 2008 — 2012
BS, Finance and Accounting
MassMutual Oregon September 2014 - Present
uFinancial Group/A member of the MassMutual Financial Group June 2011 - September 2014
Northwestern Mutual 2000 - 2011
Skills
Recruiting, Team Building, Insurance, Public Speaking, Employee Benefits, Long-term Care, Time Management, Financial Services, Small Business, Fixed Annuities, Sales, Finance, Fundraising, Disability Insurance, Event Planning, Budgets, Marketing, Marketing Communications, Entrepreneurship, Public Relations, Life Insurance
Education
Millersville University of Pennsylvania
Bachelor of Arts, Economics
Temple University
Calvin Klein Jeans June 2015 - Present
The TJX Companies, Inc. February 2015 - May 2015
The TJX Companies, Inc. July 2013 - January 2015
Cold Stone Creamery February 2008 - June 2013
Allied Integrated Marketing September 2012 - December 2012
Northwestern Mutual June 2012 - August 2012
Skills
Insurance, Customer Service, Financial Analysis, Sales, PowerPoint, Microsoft Excel, Time Management, Marketing, Microsoft Word, Franchising, Microsoft Office, Outlook, Retail, Advertising, Social Media, Facebook, Social Networking, Leadership
Education
Temple University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor of Business Administration (BBA), Marketing, Senior
Raritan High School 2005 — 2009
Northwestern Mutual January 2012 - Present
Tennessee Education Lottery May 2011 - August 2011
Education
Tennessee State University 2008 — 2011
Northwestern Mutual December 2001 - Present
Education
University of California, Davis 1996 — 1996
Masters
Syracuse University 1991 — 1995
Bay Village 1988 — 1991
Atlantic Pacific Mortgage Corp. February 2012 - Present
E MORTGAGE MANAGEMENT, LLC March 2011 - December 2011
Northwestern Mutual 1986 - 2011
NFL Player May 1986 - November 1996
Skills
Mortgage Banking, Debt Elimination, Coaching, Renovation, Property Management, VA Stream Line Refi's..., FHA, Refinance, Real Estate, Mortgage Lending, Residential Mortgages, VA loans, Construction Loans, Investments, Loans, Commercial Real Estate, Loan Origination, Credit, Finance, FHA financing, Underwriting, USDA, Mortgage Underwriting, Commercial Lending, Real Estate Financing, Funding, Home Equity Loans, Investment Properties, Mortgage Marketing, Commercial Mortgages, Loan Servicing, Consumer Lending, Credit Analysis, Relationship Management, Portfolio Management, Banking, Reverse Mortgages, Financial Services, Mortgage Servicing, Real Estate Economics, VA Loans, Retirement Planning, Strategic Financial..., Financial Structuring, FHA Financing
Education
Temple University 1997 — 1999
Masters, Sports Management
Queens University Kingston Ontario, Canada 1982 — 1986
BA, BPHE, B.Ed and Mater's In Business
JPMorgan Chase April 2013 - December 2014
Chase Investment Services Corporation November 2010 - March 2013
Northwestern Mutual January 2010 - November 2010
Education
Taylor University 2004 — 2008
BA
ACE Group December 2014 - Present
ACE Group May 2012 - December 2014
Northwestern Mutual June 2010 - May 2012
Skills
Cold Calling, Coaching, Time Management, Project Management, Human Resources, Applicant Tracking..., Vendor Management, Access, Insurance, Training, Management, Data Analysis, Marketing, Strategic Planning, Performance Management, Process Improvement, SharePoint, Leadership, Talent Management
Education
Temple University - Fox School of Business and Management 2007 — 2010
Bachelor, Business Administration; Human Resource Administration
Northwestern Mutual May 2014 - August 2014
Brook Lea Country Club May 2013 - August 2013
Buckmas Car Wash June 2012 - August 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Sales, Research, Training, Process Improvement, Facebook
Education
Syracuse University 2012 — 2016
Bachelor's Degree, Finance & Marketing, 3.59
Aquinas Institute 2009 — 2012
High School Diploma
Marsh March 2012 - Present
Green Key Resources May 2011 - February 2012
Northwestern Mutual January 2010 - May 2010
Comcast-Spectacor January 2009 - May 2009
Comcast-Spectacor January 2008 - May 2008
Skills
Account Management, Market Planning, Time Management, Salesforce.com, Market Research, Cold Calling, Trade Credit Insurance, Sales Prospecting, Business Networking, New Business Development
Education
Temple University 2004 — 2009
BA
Mamaroneck High School
Northwestern Mutual October 1992 - Present
L.F. Rothschild, Unterberg, Towbin May 1977 - September 1988
Skills
Financial Services, Asset Management, Investments, Estate Planning, Finance, Strategic Planning, Alternative Investments, Equities, Wealth Management, Portfolio Management, Securities, Management, Retirement, Financial Planning, Mutual Funds, Private Equity, Asset Allocation, Financial Analysis, Strategy, Due Diligence, Hedge Funds, Risk Management
Education
University of Washington 1969 — 1971
Master's Degree, Public Administration
Syracuse University - Maxwell School 1964 — 1968
Bachelor's Degree, Political Science and Government
Northwestern Mutual May 2014 - Present
RNR Building Contractors May 2012 - May 2014
RNR Building Contractors June 2010 - May 2012
Churchville Inn October 2009 - May 2010
Skills
Financial Analysis, Public Speaking, Leadership, Finance, Microsoft Office, Time Management, Risk Management, Insurance, Strategic Planning, Financial Planning, Budgets, Event Planning, Customer Service, Sales, Social Networking, Critical Thinking, Construction, Finish Carpentry, Trim Work
Education
Temple University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Entrepreneurship / Finance
Abercrombie & Fitch December 2012 - Present
Winterhurst Learn to Skate August 2008 - Present
Northwestern Mutual May 2014 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Sewing, Marketing, Social Media Marketing
Education
Syracuse University 2012 — 2015
Bachelor of Science (BS), Marketing, Junior
Northwestern Mutual Financial RepresentativeNorthwestern MutualMay 2013 - Present
Skills
Fixed Annuities, Life Insurance, Financial Analysis, Customer Service, Microsoft Excel, Microsoft Word, Sales, Insurance, PowerPoint, Public Speaking, Strategic Planning, Leadership, Microsoft Office, Account Management, Salesforce.com
Education
Texas State University-San Marcos 2007 — 2009
Bachelor of Science (B.S.), Mathematics
Temple College 2005 — 2007
Hays High School
Power Home Remodeling Group August 2013 - Present
Northwestern Mutual June 2012 - February 2013
Corning Incorporated May 2011 - June 2011
Syracuse University February 2008 - April 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Financial Analysis, Social Media, Event Planning, Facebook, Research, Bloomberg, Customer Service, Social Networking, Outlook, Fundraising, Finance, Time Management, Event Management, Non-profits, Public Relations, Data Analysis
Education
Syracuse University 2007 — 2012
Bachelor's degree, Accounting, Business/Management, Marketing, and supply chain management, Alumni
Christian Brothers Academy 2001 — 2007
Northwestern Mutual 2012 - Present
Education
Tennessee Technological University 2005 — 2010
Bachelor's degree, Finance, General
Northwestern Mutual 2009 - Present
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Dartmouth College - The Tuck School of Business at Dartmouth
Hotchkiss
Hotchkiss
Syracuse University
J.D.
Vanderbilt University
B.S.
Northwestern Mutual May 2010 - Present
Yamaha Motor Corporation, USA March 2009 - May 2010
Yamaha Motor Corporation, USA January 2007 - May 2010
Yamaha Motor Corporation, USA January 2002 - January 2007
General Motors May 2001 - August 2001
General Motors May 2000 - August 2000
Rolls-Royce North America May 1999 - August 1999
Caterpillar Inc. May 1998 - August 1998
Skills
Engineering, Research, Inventory Management, Problem Solving, Sales Support, Customer Satisfaction, Competitive Analysis, Retail, Team Building, Marketing Strategy, Product Development, Strategic Planning, Budgeting, Business Planning, Product Marketing, Excel, Forecasting, Microsoft Office, Business Strategy, Analysis, Word, Planning, Brand Development, Scheduling, Microsoft Word, Project Planning, Sales Operations, Process Scheduler, Budgets, Microsoft Excel, Account Management, Leadership, Project Management, Data Analysis, Pricing, Marketing, Process Improvement, Sales Management, Finance, New Business Development, Market Research, Cross-functional Team..., Management, Sales, Customer Service
Education
Tennessee Technological University 1997 — 2001
BS, Mechanical Engineering, Minor in Mathematics & English
Tri-County High School 1993 — 1997
RubinGoldman and Associates October 2013 - Present
International Planning Alliance, LLC March 2004 - October 2013
Northwestern Mutual December 1999 - March 2004
Minnesota Life November 1998 - December 1999
Wharton Financial Group April 1995 - November 1998
Security Mutual Life April 1995 - November 1998
MassMutual Financial Group September 1994 - May 1995
Prudential Financial July 1991 - September 1994
Skills
Retirement Planning, Disability Insurance, Life Insurance, Long-term Care, Insurance, Strategic Financial..., Fixed Annuities, Investments, Financial Services, Retirement, Long Term Care Insurance, IRAs, Securities, High Net Worth..., Estate Planning, Employee Benefits, 401k, Roth IRA, Universal Life, Health Insurance, Series 63, Investment Advisory, College Savings Plans, Education Funding, Buy-sell Agreements, Underwriting, Financial Planners, Financial Advisory, Series 7, Wealth Management, Life & Health Insurance..., Estate Tax Planning, Mutual Funds, Asset Management, Term Life Insurance, Wealth Accumulation, Series 6, Indexed Annuities, Portfolio Management, 529 Plans, Succession Planning, Property & Casualty..., Wealth, Finance, Whole Life, Retirement Plan..., 401k Rollovers, Business Planning, Asset Managment, Financial Goals
Education
The American College 1995 — 1996
Certified Life Underwriter (CLU), Chartered Financial Consultant (ChFC)
Temple University 1975 — 1978
Advertising and Public Relations
George Washington High School 1969 — 1975
High School
Apollo Jets July 2015 - Present
CBS September 2013 - March 2015
Northwestern Mutual June 2012 - June 2013
Silver Shield Foundation June 2010 - August 2010
Skills
Insurance, Financial Analysis, Finance, Investments, Risk Management, Entrepreneurship, Financial Modeling, Advertising, Retirement Planning, Strategic Financial..., Fixed Annuities, Social Media, Economics, Life Insurance, Microsoft Office, Sales, Microsoft Word, Advertising Sales, Aviation, Computer Proficiency, Event Planning, Aircraft Sales, Sourcing Aircrafts, Financial Planning, Microsoft Excel
Education
Syracuse University 2009 — 2013
Bachelor of Arts (BA), Economics
Northwestern Mutual June 2014 - Present
Bank of America March 2013 - June 2014
Skills
Commercial Banking, Retail Banking, Cross Selling, Credit Cards, Branch Management, Customer Service, Branch Banking, Consumer Lending, Credit Analysis, Credit, Small Business Lending, Risk Management, Banking, Lines Of Credit, Call Centers, Loans, Financial Analysis, Commercial Lending, Credit Risk, Loan Origination, Deposits, Treasury Management, Home Equity Lines of..., Mortgage Lending, Trade Finance, Home Equity Loans, Operational Risk, Core Banking
Education
Tennessee State University 1994 — 1999
Bachelor of Business Administration (B.B.A.)
160over90 June 2015 - Present
Andiamo Advisors, LLC October 2014 - June 2015
Hanson Brand Design September 2014 - June 2015
Northwestern Mutual April 2013 - August 2014
Vernick Food & Drink April 2012 - April 2013
Market Resource Partners September 2010 - August 2011
Philadelphia Weekly October 2009 - September 2010
Skills
Social Media Marketing, Email Marketing, Integrated Marketing, Social Media, Marketing Communications, Direct Marketing, Digital Marketing, Facebook, Marketing, Advertising, Online Advertising, Marketing Strategy, Event Management, Event Planning, Social Networking
Education
Temple University 2005 — 2008
Bachelor's Degree, Communications and Theatre
Northwestern Mutual June 2015 - Present
Westin Hotels & Resorts November 2014 - June 2015
Westin Hotels & Resorts March 2014 - November 2014
Embassy Suites Tampa near USF/Busch Gardens February 2011 - October 2013
Skills
Teamwork, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Event Planning, Outlook, Time Management, Microsoft Excel, Data Entry, Management, Customer Satisfaction
Education
University of South Florida 2010 — 2013
Bachelor of Arts (B.A.), Business Management, Graduated
Tallahassee Community College 2008 — 2010
Associate of Arts (A.A.), Graduated
Small Business Finance Team June 2015 - Present
Yaron Abed Consulting Group April 2014 - Present
Northwestern Mutual February 2015 - June 2015
Secure Gold Financial,Inc December 2011 - January 2015
DPEC Capital Inc March 2014 - April 2014
Capital Gold Group, Inc. 2011 - 2012
Next Trade ( www.stockpair.com) January 2010 - March 2011
Skills
Finance, Sales, Venture Capital, Strategic Financial..., Investments, Private Equity, Business Development, Business Strategy, Portfolio Management, Start-ups, Sales Management, Leadership, Financial Markets, Financial Risk, Microsoft Office, Microsoft Excel, Precious Metals, Entrepreneurship, Selling, Business Planning, Sales Process, Economics, Financial Analysis, Wealth Management, Employee Training, Commodity, Small Business, Start-up Consulting, Contract Negotiation, Risk Management, Microsoft Word, Emerging Markets, Hebrew, Spanish, Asset Management, Capital Markets, Investment Management, Investment Advisory, Start-up Ventures, Venture Financing, Corporate Venture..., Financial Planning, Management, Customer Service, Public Speaking
Education
Tel Aviv University
Economics
Torrey pines High school
Northwestern Mutual April 2015 - July 2015
Philadelphia District Attorney's Office June 2013 - August 2013
Erickson Living March 2010 - August 2012
Skills
Leadership, Problem Solving, Teamwork, Organization, Time Management, Microsoft Office
Education
Chichester High School 2008 — 2012
High School, 3.61
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor’s Degree, Marketing, 3.35
Northwestern Mutual June 2015 - Present
iClass inc. November 2014 - Present
Subway November 2012 - February 2013
ER Williams, Inc. July 2011 - January 2012
Skills
Typing, Microsoft Office, Phone Screening, Organization, Technology, Mathematics, Communication, Leadership, Time Management, Dependable Team Player, Number Crunching, Internet, Social Media, Social Skills, Athletic Performance, English language skills, Vocabulary, Microsoft Word, PowerPoint, Social Networking, Facebook, Social Media Marketing, Teamwork
Education
Temple University - Fox School of Business and Management 2011 — 2015
Pennsauken High School 2009 — 2012
Edward Jones March 2015 - Present
Frugal Son May 2009 - February 2015
Charlestowne Hotels - Innovative Hospitality Management April 2014 - January 2015
Five Guys Enterprises May 2012 - August 2012
The Mad Platter April 2012 - August 2012
Tennessee Technological University August 2008 - May 2012
Northwestern Mutual May 2011 - September 2011
Active Outdoors (previously Automated Licensing Systems) July 2004 - August 2009
Automated License Systems July 2003 - August 2009
Pizza Perfect May 2007 - August 2007
Skills
Customer Service, Teamwork, Time Management, Microsoft Excel, Public Speaking, Income Protection, Term Life Insurance, Whole Life, Microsoft Office, Financial Services, Microsoft Word, PowerPoint, Data Analysis, Insurance, Sales, Risk Management, Strategy, Retirement Income..., Health Insurance, Financial Analysis, Access, Finance, Leadership, Event Planning, Training, Social Media, Strategic Planning, Team Building, Marketing, Project Management, Communication, Social Networking, Managerial Finance, Risk Assessment, Business Strategy, Strategic Partnerships
Education
Tennessee Technological University 2008 — 2013
Business Administration, Finance
Tennessee Technological University 2008 — 2013
Associate of Science (A.S.), Nutrition and Exercise Science
Universidad Politécnica de Valencia 2012 — 2012
Project Management
Tennessee Technological University 2008 — 2012
Bachelor of Science (B.Sc.), Finance, General
Pope John Paul II High School 2004 — 2008
Liberal Arts and Sciences/Liberal Studies, Liberal Arts and Sciences/Liberal Studies
Rates For Us, Inc. September 2015 - Present
Macy's May 2015 - Present
Northwestern Mutual January 2015 - June 2015
Sovana Bistro March 2013 - December 2014
Skills
Sales, Sales & Marketing..., Customer Relations, Time Management, Social Media Marketing, Team Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Warm Calling, Cold Calling, Financial Planning, Long-term Customer..., Client Development, Solution Selling, Consultative Selling, Public Speaking, Customer Service, Teamwork, Social Media
Education
Temple University 2014 — 2016
Bachelor’s Degree, Marketing, 3.75
Delaware County Community College 2013 — 2014
Associate's Degree, Liberal Arts and Sciences/Liberal Studies, GPA: 3.76
Unionville High School 2008 — 2012
High School, General Studies
Center for Neural Decision Making September 2014 - Present
Northwestern Mutual May 2015 - August 2015
Omega Homes June 2013 - August 2013
White House Black Market November 2012 - March 2013
Skills
Customer Service, PowerPoint, Retail, Social Media, Microsoft Office, Microsoft Word, Leadership, Facebook, Event Planning, Public Speaking, Teamwork, Research, Microsoft Excel, Marketing
Education
Temple University - Fox School of Business and Management 2013 — 2017
Major: Marketing Minor: Statistics, Junior
Temple University in Rome 2014 — 2014
Art History and Financial Accounting, Sophomore
Parkland High School 2009 — 2013
High School Diploma
J.P. Morgan September 2014 - Present
J.P. Morgan October 2012 - September 2014
JP Morgan Chase June 2011 - September 2012
New York State Division of the Budget May 2010 - August 2010
Northwestern Mutual May 2009 - August 2009
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelors of Science, Finance and Accounting
University College Dublin 2009 — 2009
UCD Erasmus Program, Arts
Park Avenue Financial June 2014 - Present
Northwestern Mutual January 2013 - May 2013
Aerotek July 2013 - May 2014
Lincoln Financial Advisors - Lighthouse Planning Consultants August 2011 - January 2012
Merrill Lynch May 2011 - August 2011
HFP Capital Markets LLC May 2010 - August 2010
Northwestern Mutual May 2009 - August 2009
Skills
Sales, Marketing, Microsoft Excel, Finance, Human Resources, Leadership, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Financial Planning, Life Insurance, Wealth Management, Public Speaking, Team Leadership, Contract Negotiation, Investments, Resume Writing, Building Relationships, Bloomberg Terminal, Morningstar, Outlook, Social Networking, Teamwork, Screening Resumes, Talent Acquisition, Social Media, Cold Calling, Recruiting, Staffing Services, College Recruiting, Employee Relations, Long Term Care Insurance, Disability Insurance, 401k Rollovers, Estate Planning
Education
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor's degree, Finance and Marketing
Northwestern Mutual May 2015 - Present
JD Eckman Inc. May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word
Education
Temple University - Fox School of Business and Management 2013 — 2015
Business Administration and Management, Junior
West Virginia University 2012 — 2013
Sport and Fitness Administration/Management, 3.45
West Chester East High School 2008 — 2012
Surety Association of New Jersey January 2015 - Present
Chubb Insurance March 2015 - Present
ACE Group June 2013 - March 2015
Surety Association of New Jersey January 2013 - January 2015
ACE Group April 2012 - July 2013
Northwestern Mutual January 2010 - September 2010
Skills
Surety Bonds, Underwriting, Microsoft Technologies, Web Design, Financial Statement..., Personal Financial..., Athletic Performance, Athletic Training, Life & Health Insurance..., Insurance, Property & Casualty..., Casualty, Credit Risk, Legal Liability, Professional Liability, Liability, Commercial Insurance, Casualty Insurance, Microsoft Excel
Education
Syracuse University 2007 — 2009
Bachelor of Science (BS), Sociology BA; Social & Geographical Behavioral Sciences
Syracuse University - Maxwell School of Citizenship and Public Affairs 2007 — 2009
Bachelor of Arts and Science (BAS)
University of Virginia 2004 — 2006
StoneMor Partners, L.P. April 2015 - Present
StoneMor Partners, L.P. October 2014 - Present
StoneMor Partners, L.P. August 2014 - October 2014
Northwestern Mutual January 2013 - August 2013
Auntie Anne's, Inc. November 2007 - January 2013
Burlington Coat Factory June 2012 - August 2012
Skills
Retail, Recruiting, Microsoft Office, Merchandising, Talent Acquisition, Public Speaking, Strategic Planning, Customer Service, Time Management, Organizational..., PowerPoint, Microsoft Word, Outlook, Microsoft Excel, Inventory Management, Teamwork, Customer Satisfaction
Education
Temple University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Human Resource Management
Bucks County School of Bartending 2011 — 2011
Certified Mixologist
Conwell-Egan Catholic High school 2006 — 2010
Northwestern Mutual May 2015 - Present
HH Brown May 2011 - February 2015
Skills
Management, Marketing, Sales
Education
Tennessee Technological University 1982 — 1987
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
AGame SEO March 2013 - Present
Doodle, LLC September 2009 - Present
Russell Roofing January 2011 - February 2013
Honorable Leslie Fleisher June 2009 - November 2009
Solaris/medialabs July 2009 - August 2009
Solaris/medialab July 2009 - August 2009
Northwestern Mutual May 2008 - June 2009
LA Fitness July 2007 - December 2007
LA Fitness April 2007 - July 2007
Skills
Social Media, Event Planning, Social Media Marketing, Fundraising, Microsoft Office, Event Management, Research, Microsoft Excel, Public Speaking, Marketing, Marketing Strategy, Sales, Public Relations, Social Networking, Advertising, Retail, Management, Competitive Analysis, Market Research, Strategic Partnerships
Education
Temple University 2008 — 2010
Marketing, Marketing, Economics, History
University of California, Los Angeles - The Anderson School of Management 2009 — 2009
Certificate Program, Entertainment, Media, Entrepreneurship
Northwestern Mutual July 2012 - August 2012
Education
Syracuse University 2014 — 2018
N/A, International Relations and Affairs and Political Science, 3.34
Developing Emerging Academic Leaders (D.E.A.L) Program September 2013 - Present
Onondaga County- Department of Finance May 2015 - July 2015
Northwestern Mutual December 2014 - February 2015
KS&R October 2014 - December 2014
Skills
Public Speaking, Strategic Planning, PowerPoint, Teamwork, Microsoft Office, Project Management, Microsoft Excel, Brand Development, Time Management, Marketing, Leadership, Research, Finance, Social Media Marketing, Event Planning, Microsoft Word, Thought Leadership, Financial Risk
Education
Syracuse University 2013 — 2016
B.S. Economics, Junior
Syracuse University - Maxwell School
Northwestern Mutual June 2015 - Present
Fresco Italian Restaurant May 2015 - Present
COFCO: Office Furniture Solutions January 2015 - May 2015
Ruth's Chris Steak House October 2011 - January 2015
Oak Crest Day Camp July 2013 - August 2014
Philadelphia 76ers February 2014 - February 2014
South Brunswick Athletic Association April 2009 - June 2009
Skills
Team Leadership, Time Management, Outlook, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Football, Basketball, Baseball, Team Building, Team-oriented, Youth Engagement, Sewing
Education
Temple University 2012 — 2016
Bachelor’s Degree, Marketing
Medley Management Inc. January 2015 - Present
EY June 2013 - January 2015
Northwestern Mutual May 2012 - November 2012
FDL Financial May 2011 - August 2011
Starview Terrace Condominiums January 2009 - May 2011
Skills
Strategic Financial..., Microsoft Excel, Teamwork, Portfolio Management, Securities, Asset Allocation, Critical Thinking, Financial Modeling, Business Process..., Finance, Public Speaking, Financial Planning, Financial Services, PowerPoint, Project Management
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science (BS), Finance and Economics, Total Undergrad GPA: 3.6
Northwestern Mutual Seeking Public OfficeCincinnati City Council CandidateJuly 2012 - May 2014
Western & Southern 2014 - 2014
Wells Fargo Advisors May 2007 - August 2012
Skills
Excellent Written and..., Financial Advisory, Organizational..., Customer Satisfaction, Customer Oriented, Event Management, Direct Marketing, Mortgage Lending, Finance, Customer Service, Credit, Sales, Retirement Planning, Strategic Financial..., Insurance, Asset Allocation, Series 7, Banking, Mutual Funds, Securities, Retirement, Loans, Residential Mortgages, Management, Retail Banking, Coaching, Team Building, Cold Calling, VA loans, FHA financing, Loan Origination, Financial Modeling, New Business Development, Entrepreneurship, Saving for Education, Business Strategy, Mortgage Servicing, Team Leadership, Refinance, Sales Management, Mortgage Banking, 401k, Investments, Small Business, Financial Planning
Education
Tennessee State University 2000 — 2004
Banking, Corporate, Finance, and Securities Law
Walnut Hills High School 1994 — 1999
Northwestern Mutual September 2015 - Present
Taylor University August 2014 - Present
Safari Tan May 2014 - August 2014
Burger King Corporation June 2013 - August 2013
Education
Taylor University 2012 — 2015
Business Management
Taylor University 2012 — 2015
Business Management, BA, Human Resources Management/Personnel Administration, General
Professional Planning Associates June 2014 - Present
Lighthouse Planning Consultants August 2013 - June 2014
Northwestern Mutual June 2013 - August 2013
Toll Brothers June 2012 - July 2012
Skills
Basic French, Finance, Microsoft Excel, Microsoft Word, PowerPoint, Morningstar, emoney, ebix crm, Marketing, Bloomberg Terminal, Outlook, Social Networking, Customer Service, Research, Data Entry
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Holy Ghost Preparatory School 2006 — 2010
APR Supply Co. April 2015 - Present
Proscape Technologies March 2014 - April 2015
Dart Container June 2011 - May 2014
Northwestern Mutual March 2013 - January 2014
Skills
Microsoft Excel, Visual Basic, Data Analysis, Microsoft Word, Leadership
Education
Temple University 2010 — 2014
Bachelors of Business Administration, Finance and Real Estate, 3.35
ANN INC. May 2013 - Present
RB Woodcraft September 2014 - December 2014
Northwestern Mutual May 2013 - August 2013
ANN INC. May 2012 - May 2013
Skills
Merchandising, Retail, Fashion, Retail Sales, Sales, Customer Service, Apparel, Styling, Facebook, Social Media, Inventory Management, PowerPoint, Time Management
Education
Syracuse University 2011 — 2015
Bachelor of Science (BS), Marketing Management and Supply Chain Management
Northwestern Mutual January 2012 - Present
Dav El January 2009 - December 2011
Dav El March 2002 - December 2008
Education
Temple University 1995 — 1999
Bachelors of Arts in Business Administration, Finance and Marketing
Macy's April 2014 - Present
Bourgeon Capital Management, LLC June 2012 - March 2013
Tau Kappa Epsilon Iota Zeta Chapter October 2010 - February 2013
Northwestern Mutual May 2011 - August 2011
Breitenbush Designs May 2010 - August 2010
Blanchet House June 2004 - September 2009
AM 1450 KBPS September 2005 - June 2009
Charles and Winston's All Stars Camp June 2004 - September 2008
Pendleton Woolen Mills June 2008 - August 2008
Skills
PowerPoint, Word, Excel, Social Media, Marketing, Management, Finance, Microsoft Office, Facebook, Access, Social Networking, Event Planning, Data Analysis, Public Speaking, Social Media Marketing, Market Research, Spanish, Customer Service, Salesforce.com, Financial Analysis, Risk Management, Research, Outlook, Sales, Microsoft Excel, Leadership
Education
Syracuse University 2009 — 2013
Bachelor of Science (BS), Business: Finance and Entrepreneurship and Emerging Enterprises
Fidelity Investments April 2015 - Present
MFS Investment Management August 2013 - April 2015
Northwestern Mutual June 2012 - September 2012
Woodstock Inn Station & Brewery June 2011 - August 2011
Loon Mountain Resort July 2010 - August 2011
Skills
Social Media, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Microsoft Office, Outlook, Data Analysis, Customer Service, Time Management, Teamwork, Finance
Education
Syracuse University 2009 — 2013
Bachelor of Science (B.S.); Bachelor of Arts (B.A.), Finance; Economics
Syracuse University, Madrid 2012 — 2012
Framingham High School 2005 — 2009
Northwestern Mutual 2011 - Present
La Unidad Latina Inc. 2007 - Present
Education
Fordham Preparatory School
Regents High School Diploma
Syracuse University
Bachelor of Science, Economics
Putnam Investments March 2013 - Present
Northwestern Mutual February 2010 - March 2013
Equality California May 2009 - October 2009
Foyer Federation April 2008 - August 2008
Skills
Recruiting, Entrepreneurship, Public Relations, Internships, Interviewing Skills, Sales, Marketing, Project Management
Education
Syracuse University 2005 — 2009
B.A., Public Relations, Political Philosophy, Art History
Kaiser High School 2001 — 2005
Noi Solutions August 2011 - Present
ITT Water & Wastewater July 2010 - June 2011
SimCo Benefit Advisors February 2010 - July 2010
ITT Industries November 2007 - December 2009
UBS Wealth Management January 2006 - May 2006
Northwestern Mutual May 2003 - September 2003
Skills
Management, Logistics, Financial Analysis, Sales, Customer Service, Retail, Financial Modeling, Finance, Forecasting, Microsoft Excel, Financial Reporting
Education
Syracuse University 2003 — 2006
Bachelors, Finance
Northwestern Mutual June 2007 - Present
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance and Economics
Syracuse University - Martin J. Whitman School of Management 1993 — 1997
B.S., Finance
The American College
CLU, Chartered Life Underwriter, and ChFC, Chartered Financial Consultant
Corporation for Long Term Care Certification 2008 — 2008
CLTC, Certified in Long-Term Care
Northwestern Mutual August 2009 - Present
WolfBlock June 2008 - May 2009
Ledgewood 2006 - 2009
White and Williams LLP September 2004 - June 2006
Cadwalader, Wickersham & Taft LLP 2002 - 2004
Skills
Insurance Planning, Retirement Planning, Estate Planning, Asset Allocation, Education Planning, Investment Advisory, Group Benefit Plans, Succession Planning, Legacy Planning, Qualified Retirement..., Financial Planners
Education
Villanova School of Business 1999 — 2002
MBA
Villanova University School of Law 1999 — 2002
JD
Syracuse University - Martin J. Whitman School of Management 1995 — 1999
b.s., Finance; Economics
BioTelemetry, Inc. November 2013 - Present
Boathouse Sports January 2010 - October 2013
Northwestern Mutual May 2012 - November 2012
Odd Graphic March 2007 - November 2007
Skills
WordPress, Tableau, UI Design, HTML5, PHP, CSS, Ruby on Rails, JavaScript, Customer Engagement, Social Media Marketing, UIX, Instructional Design, Social Media, Marketing, Graphic Design, Microsoft Office, Training, Event Planning, Advertising, Public Speaking, PowerPoint, Apparel, Leadership, Research, Sales, Product Development, Photoshop, Adobe Creative Suite, Entrepreneurship, InDesign, Social Networking, Strategic Planning, Coaching, Market Research, Team Building, Marketing Strategy, Account Management, Editing, Analysis, Insurance, Medical Devices, Instructional Technology, Holter Monitor, Articulate Studio, Captivate, .NET, jQuery
Education
Temple University 2001 — 2006
BA, History
St. Marks 1997 — 2001
Northwestern Mutual 2013 - Present
Skills
Eagle Scout, Rugby, Piano Playing, Improvisational Comedy, Guitar, Business Planning
Education
Taylor University
Bachelor of Arts (B.A.), Business Management
Northwestern Mutual April 2014 - Present
RBS Global Banking & Markets August 2010 - July 2013
Barclays Capital March 2007 - April 2010
JP Morgan Chase January 2003 - March 2007
Skills
Prime Brokerage, Electronic Trading, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Trading Systems, FX Options, Investment Banking, Options, Financial Markets, Swaps
Education
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
Bachelor, Finance
Northwestern Mutual July 2003 - Present
Beth Israel Deaconess Medical May 1999 - July 2003
Skills
Finance, Investments
Education
Syracuse University - Martin J. Whitman School of Management 1995 — 1999
Finance, Finance
St John's Prep 1991 — 1995
Northwestern Mutual June 2012 - Present
All Risks, Ltd June 2013 - July 2013
HK truck services 2005 - 2013
Education
Temple University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Risk Management
Immaculata High School 2005 — 2009
Venmo September 2015 - Present
Venmo September 2014 - September 2015
Venmo December 2013 - September 2014
EDSI December 2011 - December 2013
Northwestern Mutual May 2011 - December 2011
Northwestern Mutual October 2010 - April 2011
Skills
Recruiting, Talent Acquisition, Employee Relations, Social Media, Management, Account Management, Training, Recruitment Advertising, Sourcing, Marketing Strategy, Succession Planning, Career Advisement, Employer Development, HR Consulting, Strategic Partnerships, Salary Review, Events Coordination
Education
Teachers College of Columbia University 2013 — 2017
Master of Arts (MA), Organization & Leadership - Adult Learning and Leadership
Barnard College of Columbia University 2007 — 2011
B.A., Economics: Political Economy, Sociology
Northwestern Mutual June 2015 - Present
Forest Pharmaceuticals January 2014 - August 2014
Fifth Third Bank August 2013 - December 2013
Fifth Third Bank May 2009 - July 2013
Wells Fargo February 2006 - April 2009
Skills
Credit, Consumer Lending, Finance, Customer Service, Leadership, Sales, Microsoft Excel, Access, Financial Analysis, Training, Team Building, Program Management, Banking, Hospitals, Analysis, Strategic Planning, Mortgage Lending, Management, Public Speaking, Loans, Sales Management, Retail Banking, Microsoft Office, Healthcare, Microsoft Word, PowerPoint
Education
Bethel University 2012 — 2015
Master of Business Administration (MBA), Health/Health Care Administration/Management
Tennessee State University 2003 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
PIMCO August 2014 - Present
PIMCO February 2011 - August 2014
Allianz Global Investors January 2008 - December 2010
Allianz Global Investors February 2007 - December 2010
Northwestern Mutual September 2005 - January 2007
Skills
Series 7, Mutual Funds, Investments, Finance, Financial Advisory, Retirement
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
Bachelor of Science, Finance
Northwestern Mutual May 2015 - Present
Northwestern Mutual February 2014 - April 2015
The Salvation Army June 2012 - February 2014
The Salvation Army STOP-IT Program Initiative Against Human Trafficking 2011 - April 2012
Thresholds November 2009 - August 2011
Heartland Alliance for Human Needs and Human Rights May 2009 - November 2009
Skills
Crisis Intervention, Social Services, Case Managment, Mental Health, Group Therapy, Family Therapy, Psychotherapy, Adults, Volunteer Management, Non-profits, Fundraising, Public Speaking, Adolescents, Teaching, Mental Health Counseling, Event Planning, Motivational..., Research, Spanish, CBT, Program Evaluation, Program Development, Community Organizing, Grants, Grant Writing, Community Outreach, Young Adults, Youth Development, Harm Reduction, Case Management Services, Community Mental Health, Dual Diagnosis, Family Services, Child Advocacy, Individual Counselling, Crisis, Child Development, Nonprofits
Education
University of Illinois at Chicago 2011 — 2012
Master of Social Work (M.S.W.), Community Health and Urban Development
Taylor University 2005 — 2008
Bachelor of Arts (B.A.), Social Work
Northwestern Mutual September 2013 - October 2014
Northwestern Mutual December 2010 - September 2013
Northwestern Mutual December 2009 - December 2010
Northwestern Mutual October 2006 - November 2009
Education
Syracuse University 2002 — 2006
Bloomberg LP August 2014 - Present
Bloomberg LP January 2013 - Present
Bloomberg March 2010 - January 2013
JPMorgan March 2008 - November 2009
Bear Stearns April 2007 - March 2008
Assent LLC 2004 - 2007
Northwestern Mutual 2002 - 2004
Skills
Bloomberg, Equities, Finance, Hedge Funds, Series 7, Capital Markets, Fixed Income, Trading
Education
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
BS, Finance
Northwestern Mutual April 2013 - Present
KeyCorp June 2011 - January 2013
Unilever August 2010 - May 2011
Unilever March 2007 - July 2010
News America Marketing May 2005 - February 2007
Syracuse University 2000 - 2004
Cleveland Metroparks 1996 - 2000
Skills
Financial Analysis, Financial Modeling, Cost Reduction/Avoidance, Performance Reporting, Month End Close, Variance Analysis, Strategic Financial..., Forecasting, Budgets, M&A support, Divestitures, Consolidation, Balance Sheet, Income Statement, Consolidated Financial..., Trusted Business Partner, Decision Support, Process Improvement, Problem Solving, Cross-team Collaboration, Access Database, Microsoft Excel, Team Building, College Recruiting, Manufacturing, Supply Chain Operations, Logistics, FMCG, Retail Banking, Public Relations, Advertising, Marketing, Sports, Production Managment, Financial Reporting, Banking
Education
Syracuse University 2000 — 2003
Bachelor of Science (BS)
Syracuse University - Martin J. Whitman School of Management 2000 — 2003
Genentech April 2013 - Present
Apple July 2007 - April 2013
Visa International March 2006 - July 2007
Intel Corporation July 2002 - March 2006
Intel Corporation July 2000 - July 2002
Northwestern Mutual 1998 - 2000
Skills
International Business, Process Development, Partnering, Strategic Negotiations, Cross-functional Team..., Supply Chain Management, RFP, Supplier Management, Contract Negotiations, Market Analysis, Sourcing & Procurement, Supply Management, Contract Negotiation, Product Management, Strategy, Process Simulation, Strategic Partnerships, Strategic Sourcing, Sourcing, Supply Chain, Marketing, Negotiation, Global Sourcing, Management, Market Research
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2017
Master of Business Administration (MBA)
University of San Francisco
BS, Finance
Northwestern Mutual July 2008 - Present
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
BS, Finance
Northwestern Mutual Professional RepresentativeMerck & Co.June 1999 - January 2007
Education
Temple University - Fox School of Business and Management 2000 — 2001
MBA, Marketing
Temple University - Fox School of Business and Management 1995 — 1999
BA, Finance, Risk Management
Northwestern Mutual 1991 - Present
United States Congress December 1984 - December 1986
Education
Syracuse University 1980 — 1984
BA, Policy Studies
Syracuse University - Maxwell School of Citizenship and Public Affairs
BA, Policy Studies
J P Morgan Chase & Co. March 2015 - Present
J P Morgan Chase & Co. November 2014 - March 2015
Northwestern Mutual January 2014 - November 2014
IDFC ASSET MNGT CO. PVT. LTD. September 2008 - November 2009
A.K. Capital Services LTD. June 2007 - September 2008
A.K. Capital Services LTD August 2005 - June 2007
A.K.Capital Services LTD. May 2003 - August 2005
Skills
Financial Analysis, Competitive Analysis, Business Planning, Strategic Planning, Mutual Funds, Asset Managment, Asset Management, Equities, Business Development, CRM, Account Management, Managerial Finance, Project Finance, Corporate Finance, Marketing Strategy, Marketing Management, Managerial, Marketing Communications, Social Media Marketing, Financial Services, Sales Force Development, Sales Management, International Sales, Sales Operations, Personal Finance, Budget Monitoring, Budget Process, Budget Forecasts, Budget Reconciliation, Finance, Financial Modeling, Investments, Management
Education
Temple University - Fox School of Business and Management 2011 — 2013
Master of Business Administration (M.B.A.), Strategic Management, 3.63
JB Institute of Management Studies 2001 — 2003
Master in Management Studies, Marketing
Maharani's College
Bachelors of Arts, English Literature
Financial Planning Standards Board, India 2008 — 2009
CFP Certification, Financial plannig
Department of Banking & Insurance 2013 — 2013
Life & Health Producer Certification
Merrill Lynch September 2014 - Present
Merrill Lynch May 2012 - September 2014
Merrill Lynch January 2010 - April 2012
Lincoln Financial Distributors April 2006 - August 2009
Wachovia March 2002 - April 2006
Northwestern Mutual August 1999 - March 2002
Skills
Series 7, Retirement, Retirement Planning, Financial Advisory, Life Insurance, Banking, Sales Process, Series 63, FINRA, 401k, ETFs, Mutual Funds, IRAs, Fixed Annuities, Wealth Management, Separately Managed..., Financial Services, Insurance, Investments, Portfolio Management, Securities
Education
Temple University
B.A.
SS&C Technologies November 2014 - Present
EY January 2014 - November 2014
McGladrey October 2013 - January 2014
McGladrey October 2011 - October 2013
Northwestern Mutual May 2010 - October 2011
Career Exploration Services College of Arts and Science January 2009 - May 2010
RSM McGladrey June 2009 - September 2009
Syracuse Center for Career Services March 2009 - May 2009
WeiWei& Co.LLP June 2008 - August 2008
Rothstein Kass June 2008 - June 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Internal Controls, Financial Accounting, GAAP, Financial Statements, Microsoft Excel, Hedge Funds
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2011
Masters, Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science, Accounting and Finance (CPA Track)
Northwestern Mutual January 2008 - Present
Toll Brothers June 2004 - December 2007
Temple University October 2003 - June 2004
Education
Temple University 1999 — 2004
Bachelor, Architecture
Hillsborough High School
Northwestern Mutual Adjunct ProfessorTemple UniversitySeptember 2003 - January 2008
Education
Temple University 2003 — 2006
MA, Political Science
West Chester University of Pennsylvania 1999 — 2003
BA, Philosophy
Jetro Restaurant Depot March 2013 - Present
Barneys New York October 2012 - January 2013
Israel Pathways- Israel Corps 2012 February 2012 - July 2012
Bert Drobbin Clothing Company Inc. October 2009 - February 2012
Northwestern Mutual May 2008 - August 2008
Bristol-Myers Squibb May 2007 - August 2007
Skills
Close Attention to..., Business Analysis, Team-oriented, Microsoft Excel, Product Knowledge, Research, Time Management, Deadline Driven, Market Research, Sales, Customer Service, Management, Forecasting, Merchandising, Retail
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2009
BS, Finance and Supply Chain Management
Northwestern Mutual May 1983 - Present
Education
Tarrant County College 1971 — 1972
County of Lewis June 2009 - Present
Village of Lowville 2005 - 2009
Northwestern Mutual 2003 - 2005
Lewis County General Hospital 1997 - 2003
Coopers and Lybrand 1988 - 1993
Skills
Economic Development, Public Policy, Public Speaking, Public Relations, Grant Writing, Event Planning, Government, Media Relations, Proposal Writing, Community Development, Nonprofits, Fundraising, Grants, Strategic Communications, Community Outreach, Program Management, Leadership Development, Program Development, Policy Analysis, Policy
Education
Syracuse University 1985 — 1987
Bachelor of Science in Accounting
Lowville Academy
Mutual of Omaha December 2014 - Present
Genworth Financial April 2014 - November 2014
First Command Financial Services December 2013 - April 2014
Northwestern Mutual September 2013 - December 2013
Northwestern Mutual May 2012 - July 2013
First Command Financial Services January 2012 - May 2012
Flagship Financial Advisors, LLC September 2010 - April 2011
Thornton Investment Services September 2007 - September 2010
Edward Jones September 2003 - September 2007
Skills
Life Insurance, Fixed Annuities, Long-term Care, Life & Health, CLTC
Education
Syracuse University 1985 — 1989
BA, Psychology/Art History
The Pingree School
Diploma, College Preparatory School
BlackRock March 2014 - Present
TD Wealth Management May 2013 - March 2014
TD Wealth Management October 2011 - May 2013
Northwestern Mutual January 2010 - August 2011
Skills
Financial Analysis, Microsoft Excel, Risk Management, Sales, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Wealth Accumulation, Financial Reporting, Long Term Care Insurance, Budgets, Process Improvement, Analysis
Education
Temple University 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Mainstream Hockey December 2007 - Present
Advertising Specialty Institute July 2011 - July 2013
Community Association Underwriters of America, Inc. June 2010 - August 2010
Northwestern Mutual June 2009 - December 2009
Skills
Sales, Building Relationships, Consultative Style, Communication, Sales Management, Inventory Management, Up-selling, B2B, Customer Retention, Strategy, Sales Operations, Account Management, Marketing, Trade Shows, Sales Presentations, Cold Calling, Merchandising, Sales Process, Selling, Lead Generation, Direct Sales, Direct Marketing, New Business Development
Education
Temple University 2006 — 2010
Bachelor of Business Administration (BBA), Risk Management and Insurance
Northwestern Mutual June 2015 - Present
Christopher Newport University August 2012 - May 2015
Christopher Newport University August 2012 - May 2013
Skills
Public Speaking, Facebook, Social Media, Microsoft Office, Athletics, Microsoft Excel, Sports Management, Coaching, Sports, PowerPoint, Microsoft Word, Fundraising, Time Management, Financial Planning, Financial Services
Education
The College of William and Mary 2010 — 2013
Bachelor of Science (B.S.), Kinesiology and Health Sciences
Syracuse University 2008 — 2009
Lafayette High School 2004 — 2008
Archipelago Learning March 2009 - June 2011
Wycliffe Bible Translators July 2005 - March 2009
Calloway's Nursery 2008 - 2009
Northwestern Mutual July 2002 - April 2008
McKay Nursery Company 1998 - 2000
Skills
Software Implementation, Software Tester, Software Quality..., Horticulture, plant technican, Nursery sales and..., Microsoft Office, Coaching, Testing, Process Improvement, Customer Service, Outlook, Requirements Analysis, Customer Relations, Troubleshooting, Mentoring, Problem Solving, Coordination, Planning, Word, PowerPoint, Excel, Quality Assurance, Windows, MS Office Suite
Education
Taylor University 1969 — 1972
BS, Education
VMN November 2013 - Present
Northwestern Mutual June 2011 - August 2011
Skills
SAP, Oracle, AS400,..., Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Finance, Public Speaking
Education
Tennessee Technological University 2013 — 2014
Master of Business Administration (MBA)
Tennessee Technological University 2008 — 2012
Business Administration - Accounting
Macy's October 2013 - Present
Northwestern Mutual July 2012 - January 2013
Home HeadQuarters Inc. January 2012 - May 2012
Los Angeles County District Attorney's Office June 2011 - August 2011
Skills
Excel, Data Analysis, Policy Analysis, Spanish, PowerPoint, Outlook, SPSS, Minitab
Education
Syracuse University 2009 — 2013
Bachelor's Degree, Economics
Northwestern Mutual May 2012 - Present
Skills
Microsoft Office, Minitab, Teaching, Public Health, Social Sciences
Education
Syracuse University 2009 — 2013
BS, Public Health, Junior
Firstrust Bank July 2014 - Present
Northwestern Mutual May 2012 - May 2014
Town Sports International July 2007 - January 2014
Matador Restaurante June 2011 - June 2012
Skills
Small Business Lending, Credit Analysis, Commercial Banking, Strategic Financial..., Microsoft Excel, Entrepreneurship, Microsoft Word, Social Media, Finance, Insurance, Financial Analysis, Retirement Planning, Investments, SAP R/3, Disability Insurance, Financial Planning, Customer Service, Microsoft Office
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor's Degree
Conestoga High School 2006 — 2010
Northwestern Mutual August 2012 - February 2013
Skills
Insurance, Microsoft Excel, Communication, Junior Golf, Golf Instruction, Coaching, Customer Service, Finance, Investments, Series 7
Education
Temple University 2011 — 2013
Bachelor's degree, Strategic Communication
Univeristy of Tampa 2008 — 2009
International Junior Golf Academy 2004 — 2008
High School education/ Golf education
Qualified Pension Services, Inc. (QPS) June 2015 - Present
Qualified Pension Services, Inc. (QPS) June 2015 - Present
SMG Advisors September 2013 - January 2015
Northwestern Mutual 2010 - June 2013
Alpha Wine Company 2008 - 2010
Northwestern Mutual 1999 - 2008
Skills
Personal Financial..., Holistic Financial..., Investments, Life Insurance, Written & Verbal..., Operational Efficiency, Finance, Estate Planning, Insurance, Asset Management
Education
Tel Aviv University
Master of Arts (M.A.), Near and Middle Eastern Studies
Wesleyan University
Bachelor of Arts (B.A.), History