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),
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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
PondelWilkinson September 2015 - Present
Northwestern Mutual September 2015 - Present
Access Anthem May 2015 - Present
Northwestern Mutual June 2015 - September 2015
TV JAPAN NHK Cosmomedia America July 2013 - June 2014
Permanent Mission of Japan to the United Nations January 2013 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, English, Public Relations, Editing, Blogging, Leadership
Education
University of Southern California 2014 — 2016
Master's Degree, Strategic Public Relations
University of Southern California 2014 — 2016
Graduate Certificate, Business Fundamentals for Non-Business Professionals
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies
International Christian University 2011 — 2012
Communication, General
Berklee College of Music 2009 — 2011
Vocal Performance and Music Business
Greater Binghamton Convention & Visitors Bureau September 2015 - Present
ULTA Beauty November 2012 - August 2015
Dick's Sporting Goods Open May 2014 - August 2014
Northwestern Mutual May 2012 - August 2012
EXPRESS March 2011 - July 2012
Greater Binghamton Chamber of Commerce May 2011 - August 2011
Skills
Sales, Management, Customer Service, Microsoft Office, Social Media, PowerPoint, Marketing, Microsoft Word, Microsoft Excel, Leadership, Teamwork, Time Management, Event Planning, Social Networking, Social Media Marketing, Marketing Strategy, Public Speaking, Data Analysis, Advertising, Event Management, Strategic Planning, Team Building, Communication
Education
Binghamton University 2014 — 2015
Bachelor of Science (BS), Marketing/Marketing Management, 3.5
East Carolina University 2013 — 2013
Business, Management, Marketing, 3.94
Broome Community College 2011 — 2013
Associate of Science (A.S.), International Business, 3.87
Maine-Endwell Senior High School 2007 — 2011
Regents Dimploma
Northwestern Mutual May 2014 - Present
Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., Retirement, Life Insurance, Disability Insurance, Mutual Funds, Insurance, Long Term Care Insurance
Education
Berry College - Campbell School of Business
PGA TOUR TPC Twin Cities March 2015 - Present
PGA TOUR TPC Twin Cities June 2013 - March 2015
DJO December 2012 - June 2013
Blaine High School June 2012 - May 2013
The Vitamin Shoppe January 2012 - May 2012
Bethel University August 2008 - May 2012
Northwestern Mutual May 2011 - December 2011
Skills
Marketing, Sales, Leadership, Customer Service, Business Development, Lead Generation, Management, Social Media, Social Networking, Event Planning, Market Research, Marketing Communications, Teamwork, Social Media Marketing, Facebook, Public Speaking, Sports Marketing, Salesforce.com, Cold Calling, Direct Sales, PowerPoint, Sports, Finance, Microsoft Excel, Team Building, Golf, Event Marketing Strategy, Budgets, Public Relations, Building Relationships, Project Management, Business Planning, Golf Course Management, Golf Courses, Golf Management, Tournaments
Education
Bethel University 2008 — 2012
Bachelor of Arts (B.A.), Business Marketing
New London Spicer High School 2004 — 2008
Diploma
Greater Amsterdam School District October 2014 - Present
Montgomery County NY October 2014 - Present
City Of Amsterdam Ny October 2014 - Present
Journeymen Wrestling July 2014 - Present
Northwestern Mutual May 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Facebook, Sports, Time Management, Teamwork, Social Networking, Public Speaking, Research, Teaching
Education
Binghamton University 2009 — 2014
Bachelor's degree, History and philosophy, politics, and law
Binghamton University 2009 — 2013
Bachelor's degree, philosophy, politics, and law
Amsterdam High School 2005 — 2009
Northwestern Mutual May 2015 - Present
Modern Farm Equipment, Inc. May 2014 - August 2014
Modern Farm Equipment, Inc. May 2013 - August 2013
Skills
Financial Analysis, Marketing Strategy, Consumer Behaviour, Teamwork, Economics, Time Management, Microsoft Office, Microsoft Excel, Public Speaking, Leadership, Microsoft Word, Sales, Team Leadership, Strategic Planning, Communication
Education
Bethel University 2012 — 2016
Bachelor's degree, Finance and Marketing, Junior
24hourfitness March 2014 - Present
Northwestern Mutual 2010 - 2011
Northwestern Mutual Financial Network September 2010 - December 2010
Edward Jones April 2009 - September 2010
Edward Jones April 2009 - September 2010
North Side Capital November 2005 - February 2008
Bally Total Fitness June 2000 - October 2005
Skills
Microsoft Office, Excel, PowerPoint, Dreamweaver, Photoshop, Outlook, Word, Administrative Support, Customer Service, Public Speaking, Salesforce.com, Microsoft Works, Teamwork, Microsoft Word, Microsoft Excel, Time Management, Training, Office Management
Education
Berkeley College 2007 — 2011
B.B.A, Management
Berkeley College-New York 2007 — 2010
Bachelor, Business Management
George Westinghouse HS 1997 — 2000
Diploma, Computer Technology
Northwestern Mutual August 2012 - Present
Northwestern Mutual August 2012 - Present
BSA Limited September 2011 - December 2011
Skills
Financial Analysis, Investments, Mergers & Acquisitions, Business Development, Finance, Insurance, Portfolio Management, Retirement Planning, Securities, Strategic Financial..., Series 63, Mutual Funds, Fixed Annuities, IRAs, Asset Allocation, Long Term Care Insurance, Life Insurance, Series 6, Investment Strategies, Disability Insurance, Term Life Insurance, Underwriting, Investment Management, Financial Services, Financial Reporting, Analysis, 401k, Microsoft Excel, Financial Planning
Education
North Central College 2008 — 2012
Bachelor of Science, Finance and Economics
Biola University 2007 — 2008
Biology/ Chemistry
Wheaton Academy 2003 — 2007
Reit Management & Research LLC March 2014 - Present
Northwestern Mutual June 2013 - December 2013
Russell Communications Group June 2012 - August 2012
Skills
Collaborative Problem..., Athletics, Microsoft Excel, SAP, Bloomberg, Access, Microsoft Word, PowerPoint, Data Analysis, Financial Analysis, Customer Service, Leadership
Education
Bentley University 2009 — 2013
Bachelor of Science (BS), economics/finance, Senior
Bentley University 2009 — 2013
Bachelor of Science, Economics; Finance
Bilcare Limited December 2012 - April 2013
Northwestern Mutual September 2011 - December 2011
Taylor Business Institute October 2001 - January 2002
Taylor Business Institute June 2001 - September 2001
Skills
Word, Microsoft Office, Excel, PowerPoint, Customer Service, Access, Outlook, Spanish
Education
Berkeley College 2008 — 2011
Bachelor of Business Administration Degree, Management
Taylor Business Institute 1999 — 2002
Business Management Associates Degree, Management
SABIC February 2015 - Present
Deluxe Corporation January 2014 - Present
PCS Residential April 2013 - December 2014
Rels August 2012 - April 2013
Wells Fargo February 2012 - August 2012
Wells Fargo December 2010 - February 2012
Northwestern Mutual January 2010 - June 2010
Merrill Lynch September 2009 - December 2009
Skills
Administrative Work, Mortgage Banking, Sales Process, Sales Process..., Loan Pricing, Communication Skills, Social Networking, Real Estate, Cold Calling, Investments, Sales, Selling, Negotiation, Business Development, Lead Generation, Refinance, Loans, Account Management, Residential Homes, Underwriting, Customer Service, Salesforce.com, FHA, Finance, Mortgage Lending, CRM, Communication
Education
Bethel University 2006 — 2010
Bachelor of Science (BS), International Relations and Affairs
Northwestern Mutual July 2014 - Present
Prairie Stone Sports and Wellness Center June 2011 - June 2014
Ambria College of Nursing October 2010 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Loyola University Chicago 2006 — 2008
Bachelor of Arts (B.A.), History
Bethel University 2003 — 2005
Edward Jones August 2014 - Present
GreenPath Debt Solutions 2008 - 2012
Northwestern Mutual 2007 - 2008
Wellspring Counseling 2005 - 2005
Skills
Communication, Writing, Finance, Problem Solving, Statistics, Organization Skills, Leadership, Housing Counseling, Budget Counseling, HTML, CSS, Gender Equality, Diversity & Inclusion, Credit Counseling
Education
Bethel University 2004 — 2007
Bachelor of Arts (BA), Psychology
Flos May 2015 - Present
ConvergeDirect April 2010 - May 2015
Saferock October 2009 - April 2010
CarpeDiem Consulting June 2008 - October 2009
Employee Benefits Solutions July 2007 - May 2008
Health Benefits Direct Corporation September 2006 - June 2007
Northwestern Mutual June 2003 - August 2006
Skills
Social Media Marketing, Link Building, SEO, Web Analytics, Google Analytics, Presentations, Technical Sales..., Account Management, Cross-functional Team..., Content Strategy, Analytics, Keyword Research, Social Media, Lead Generation, E-commerce, Web Marketing, WordPress, Competitive Analysis, Marketing, Blogging, Website Development, SEM, Marketing Strategy, PPC, Omniture, Salesforce.com, Google Adwords, Online Advertising, Digital Marketing, Strategy, Management, Digital Strategy, Online Marketing
Education
Binghamton University - School of Management 2002 — 2004
Masters Business Administration, Leadership
Binghamton University 2000 — 2004
Bachelors of Science 2002, Marketing and Management Information Systems
Northwestern Mutual May 2014 - September 2014
Greek Peak Mountain Resort & Hope Lake Lodge May 2013 - May 2014
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Research, Social Media, Customer Service, Access, Public Speaking, Organization Skills, Leadership, Networking, Time Management, Social Networking, Facebook, Marketing, Fundraising, Social Media Marketing, Advertising, Photoshop, Sports, Windows, Critical Thinking, Telephone Skills
Education
Binghamton University - School of Management 2013 — 2017
Dryden High School 2009 — 2013
Guitar Center February 2014 - Present
Northwestern Mutual September 2013 - Present
Berklee College of Music September 2011 - Present
Skills
Music Industry, Logic Pro, Pro Tools, Music Theory, Recording, Composition, Studio Recording, Audio Engineering, Songwriting, Piano, Music Publishing, MIDI, Live Sound, Singing, Reason, Musicians, Ableton Live, Percussion, Songs, Vocalist, Entertainment, Music Management, Digital Performer, DJ, Classical, Performing Arts, Sound Mixing, Music Licensing, A, Guitar, Audio Post Production, Sound Editing, Record Labels, Conducting, Sound, Audio Editing, Music
Education
Berklee College of Music 2009 — 2013
Bachelor's degree, Music Management
Self-Employed May 2013 - Present
Party Time Liquor April 2010 - September 2014
Northwestern Mutual May 2009 - April 2010
Rogers and Koppen Painting and Remodeling November 2007 - September 2008
CFACT January 2008 - May 2008
Skills
Marketing Communications, Marketing Strategy, Business Development, Entrepreneurship, Sales, Social Media Marketing, Public Speaking, Business Communications, Email Marketing, Strategic Planning, Online Advertising, Project Management, Leadership, Customer Relations, Photoshop, Brand Development, Marketing Research, Strategic Leadership, Cultural Competency, Emotional Intelligence, Start-ups, Innovation, Finance, Communication, Business Strategy, Direct Sales, Strategic Communications, Client Relationship..., Small Business..., Sales Process, New Business Development, Marketing Management, Brand Developement, Direct Marketing, Interactive Marketing, Hospitality, Customer Retention, SPSS
Education
Bethel University
Master of Business Administration (M.B.A.), Finance
Bethel University 2011 — 2013
Master of Arts (M.A.), Communication
Richmond, The American International University in London 2008 — 2008
Study Abroad Program, Globalization
University of Minnesota-Twin Cities 2004 — 2009
Bachelor of Arts (B.A.), Political Science, Emphasis in Law and Politics
CED - Consolidated Electrical Distributors, Inc. January 2015 - Present
Biola University June 2011 - December 2014
Northwestern Mutual May 2013 - June 2014
North Orange County YMCA July 2010 - August 2011
Skills
Public Speaking, Management, Research, Finance, Social Media, Training, Theology, Program Management, Sales, Time Management, Life Insurance, Microsoft Office, Disability Insurance, Leadership, Social Networking, Marketing, Microsoft Word, Microsoft Excel, Customer Service
Education
Biola University 2011 — 2014
B.S. Business Administration, Marketing/Management, 4.0 GPA
Anglican Diocese of the Mid-Atlantic 2009 - Present
Episcopal Church 2006 - Present
Episcopal Diocese of Southern Virginia 1997 - 2006
Christ Episcopal Church 1991 - 1997
St James' Episcopal Church 1987 - 1991
St John's Episcopal Church 1985 - 1987
Northwestern Mutual 1980 - 1982
Xerox February 1977 - 1980
Corning Incorporated 1971 - 1977
United States Air Force 1966 - 1969
Skills
Preaching, Pastoral Care, Mentoring, Counseling, Administration, Teaching, Business Management, Organizational..., Coaching, Documentation, Strategic Planning, Change Management, Writing, Management
Education
Virginia Theological Seminary 1982 — 1985
Master of Divinity (M.Div.), Theology/Theological Studies, B+
West Virginia University 1969 — 1971
MBA, Business Administration and Management, General, 3.4
Bethany College 1960 — 1964
Bachelor of Arts (B.A.), Economics, 3.5
Association of American Medical Colleges (AAMC) December 2014 - Present
Competitive Enterprise Institute March 2014 - November 2014
Epicor Software June 2013 - August 2013
Northwestern Mutual May 2012 - August 2012
Skills
Education Funding, Insurance, Retirement Planning, Fixed Annuities, Life Insurance, Wealth Accumulation, Finance, Strategic Planning, Public Speaking, Leadership Development, Leadership, Financial Analysis, Team Building, Coaching, Customer Service, Marketing, Sales, Time Management, PowerPoint, Research, Teamwork, Training, Microsoft Excel, Event Planning, Social Media, Team Leadership, Market Research, Business Development, Social Networking, Fundraising, Recruiting
Education
Bethel University 2011 — 2014
Bachelor of Science (B.S.), History and Political Science
Bentley University Service-Learning Center September 2012 - Present
Brown Brothers Harriman June 2015 - August 2015
Bank of Ireland June 2014 - August 2014
Northwestern Mutual May 2013 - August 2013
Wags Furniture Distributors January 2009 - September 2012
Fresh Food Sales and Marketing January 2009 - August 2012
Skills
PowerPoint, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Access, Time Management, Photoshop, Customer Service, Financial Accounting, FactSet, SAP, Bloomberg
Education
Bentley University 2012 — 2016
Bachelor’s Degree, Finance, Global Perspectives
University College Dublin 2014 — 2014
Framingham High School 2008 — 2012
UnitedHealth Group March 2015 - Present
Eastern Wind Power January 2014 - May 2014
Northwestern Mutual May 2012 - September 2012
Tornik, Inc. April 2011 - January 2012
Skills
Investments, Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Equities, Microsoft Word, Bloomberg, Customer Service, Research, Valuation, Financial Modeling, Portfolio Management, Marketing, Accounting
Education
Bentley University 2010 — 2014
Finance, General
Shanghai University of Finance and Economics 2012 — 2012
Study Abroad, Chinese Language and Economics
Ricoh Americas Corporation December 2012 - Present
Ricoh Americas Corp July 2010 - Present
Ricoh Americas Corp. April 2007 - July 2010
Lanier Worldwide April 2006 - April 2007
Lanier Worldwide April 2005 - March 2006
Lanier Worldwide January 2004 - February 2005
Northwestern Mutual May 2002 - January 2004
Skills
Managed Print Services, Major Accounts, Solution Selling, Sales Process, Salesforce.com, Cold Calling, Document Imaging, Direct Sales, Account Management, Sales Presentations, B2B, Sales Management, Photocopier, New Business Development, Document Management, Strategy, Cloud Computing, Strategic Planning, Selling, Ricoh, Business Development, Leadership, Marketing Strategy, Marketing Communications, Management, Sales
Education
Binghamton University 1998 — 2002
School of Management (SOM), Business Management - Concentration in Marketing and MIS
Northwestern Mutual May 2013 - Present
Skills
Investments, Insurance, Leadership, Public Speaking, Sales, Finance, Teamwork, Strategic Planning, Customer Service, Team Building, Marketing, Management
Education
Bethel College 2010 — 2014
Bachelor of Arts (B.A.), Business Administration
Norwell High School 2007 — 2010
The American College
MassMutual Ohio April 2012 - Present
Northwestern Mutual January 1994 - March 2012
Northwestern Mutual 1981 - 1994
Education
Binghamton University
Bachelor of Science, Accounting
Lourdes College
Master of Organizational Leadership
SPS Commerce November 2014 - Present
SPS Commerce October 2013 - November 2014
SPS Commerce January 2013 - October 2013
Northwestern Mutual June 2011 - December 2012
Imperial Exterior Painting May 2008 - August 2011
Bethel University January 2008 - December 2010
Skills
Long Term Care Insurance, Wealth Accumulation, Valuation, Retirement Plan..., Retirement Planning, Alternative Investments, Customer Service, Fixed Income, Securities, Disability Insurance, Wealth Management..., 403 b, Profit Sharing, Education Funding, Sales, Analysis, Business Intelligence, Building Relationships, Motivated self-starter, CRM, Insurance, Finance, Sales Management, Business Planning, SaaS, Solution Selling, Salesforce.com, Investments, Data Analysis, Management, Leadership, B2B, Microsoft Office
Education
Bethel University 2006 — 2010
Bachelor of Science (B.S.), Applied Physics
Fidelity Investments April 2015 - September 2015
Northwestern Mutual May 2013 - August 2013
Cambridge Youth Programs June 2012 - August 2012
Baystate Financial Services February 2012 - August 2012
Diversified Community Services June 2011 - August 2011
Jako Enterprises, Ltd December 2008 - October 2009
Skills
Leadership, Customer Service, Public Speaking, Microsoft Office, PowerPoint, Social Media, Social Networking, Strategic Planning, Social Skills, Project Planning, Marketing Communications, Personal Finance, Financial Planning, Management, Financial Analysis, Bloomberg, SAP, Microsoft Excel, Microsoft Word, Analysis, Team Building, Finance
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Management
Educational Testing Service (ETS) 2010 - 2014
Northwestern Mutual May 2013 - August 2013
Courier-Life Newspaper Group, Inc. June 2011 - August 2011
Japan Express II October 2007 - July 2010
Skills
Fixed Annuities, Retirement Planning, Retirement, IRAs, Strategic Financial..., Life Insurance, Disability Insurance, Investments, Mutual Funds, Insurance, Wealth Management, Long-term Care, Financial Analysis, Google Analytics, Stata, Microsoft Excel, Finance, Financial Services, Financial Planning
Education
CUNY Queen's College 2011 — 2014
Bachelor of Business Administration (B.B.A.), Corporate Finance and Economics
Binghamton University
Harding Brooks Insurance 2014 - Present
Northwestern Mutual 2013 - 2014
Skills
Retirement Planning, Fixed Annuities, Retirement, Disability Insurance, Property & Casualty..., Umbrella Insurance, Life Insurance, Insurance, Long Term Care Insurance, Wealth Management, Long-term Care, Health Insurance, General Insurance, Commercial Insurance
Education
State University of New York at Binghamton 2009 — 2010
Economics, Philosophy
Le Moyne College 2005 — 2009
Finance, General
Life Stages Financial Group July 2009 - Present
Northwestern Mutual 2002 - 2009
Merrill Lynch 1999 - 2002
Skills
Long-term Care, Life Insurance, Coaching, Wealth Management, Retirement Planning, Finance, Investments, Estate Planning, Strategic Financial...
Education
State University of New York College at Plattsburgh 1995 — 1996
M.S., Education
University of Illinois at Urbana-Champaign 1989 — 1992
Political Science
Binghamton University 1984 — 1987
B.A./honors, History, Political Science
Queensbury Union Free School District 1979 — 1982
Cassena Care August 2014 - Present
J&T Hobby Distributors June 2008 - August 2014
Northwestern Mutual May 2012 - August 2012
Nassau Country Club, Inc. June 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, HTML, C, Java, Public Speaking, Teamwork, Windows, Matlab, English, Event Planning, Finance, Data Analysis, Access, Financial Analysis, Outlook, Leadership, Financial Risk, Strategy
Education
Bentley University 2009 — 2013
Bachelor of Science in Actuarial Science, Mathematics
North Shore High School
Self Employed Biz Dev Consultant July 2009 - Present
The Golf Syndicate, LLC January 2000 - June 2009
New York Life Ins Company August 1991 - November 1998
Northwestern Mutual July 1975 - September 1984
Skills
New Business Development, Business Retention, Business Planning, Business Exit Strategy..., Advertising and..., Regulatory Affairs, Regulatory Strategy, Regulatory Reporting, Corporate Governance
Education
University of Pittsburgh 1974 — 1976
BS, International Relations Theory, Economics
Bethany College 1972 — 1974
Biology
Northwestern Mutual Financial Network 1978 - Present
Northwestern Mutual 1989 - 2009
Education
Bethany College 1964 — 1968
A.B., History, Religion
Florida State University
Ph.D., Management and Finance
Yale University
M.A., Comparative Religion
Oliver Wyman July 2014 - Present
Northwestern Mutual May 2012 - August 2012
Henley Enterprises May 2011 - August 2011
Press Ganey Associates January 2010 - April 2010
Skills
Microsoft Office, Financial Analysis, Microsoft Excel
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2014
BBA, Finance
Copenhagen Business School 2013 — 2013
International Summer University Program
Bentley University 2009 — 2011
BS Candidate, Economics & Finance
Northwestern Mutual June 2014 - Present
Skills
Customer Service, Microsoft Word, PowerPoint, Public Speaking, Social Media, Teamwork, Time Management
Education
Binghamton University - School of Management 2011 — 2015
RBC Capital Markets June 2015 - August 2015
Unidesk September 2014 - August 2015
Versailles Group, Ltd. October 2014 - May 2015
Bentley Investment Group September 2014 - May 2015
Northwestern Mutual May 2014 - August 2014
Skills
Finance, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Leadership, Bloomberg, Teamwork, Equity Research, Financial Modeling, Valuation, Investments, Investment Banking
Education
Bentley University 2013 — 2017
Bachelor’s Degree, Economics and Finance, 3.85/4.00
Madison Public Schools 2009 — 2013
High School, General Education
First Help Financial January 2015 - August 2015
Athletics Marketing Department, Bentley University September 2013 - May 2015
Archdiocese of Boston August 2012 - January 2015
Northwestern Mutual June 2014 - August 2014
Bentley University September 2012 - May 2013
Dunkin Donuts October 2008 - July 2010
Skills
Event Planning, Interviews, Leadership, Management, Process Scheduler, Time Management, Customer Service, Social Media, Research, Social Networking
Education
Universitat Pompeu Fabra 2015 — 2016
Master of Science in International Business, Business
Bentley University 2011 — 2015
Bachelor of Science, Business Management, with concentration in Global Perspectives
Universitat Pompeu Fabra 2014 — 2014
International Business
Assabet Valley Regional Technical School 2007 — 2011
Cosmetology
SimplexGrinnell May 2014 - Present
Northwestern Mutual October 2013 - May 2014
Daiichi Sankyo 2011 - February 2013
Yellowbook September 2010 - August 2011
Skills
Sales, Coaching, Cold Calling, Team Building, New Business Development, Customer Service, Account Management, Sales Management, Direct Sales, Sales Process, Sales Operations, Selling, Sales Presentations, Salesforce.com, B2B, Selling Skills, Leadership, Marketing
Education
Binghamton University
Bachelor's degree, Human Development and Family Studies, General
Lighthouse 360 at Yodle January 2015 - Present
Valen Enterprises, Incorporated September 2014 - Present
Fort Lee Board of Education January 2014 - August 2014
Northwestern Mutual October 2013 - December 2013
The Career Development and Gloria S. Williams Advisement Center September 2013 - December 2013
Borough of Franklin Lakes January 2013 - June 2013
Our Lady of Mt. Carmel 2011 - 2013
Glen Rock Pool 2007 - 2009
Skills
Teaching, Human Resources, Theatre, PowerPoint, Microsoft Word, Microsoft Office, Research, Public Speaking, Editing, Microsoft Excel, Acting, Outlook, Photoshop, Customer Service, Social Media, Social Networking, Event Planning, Facebook, Time Management, Teamwork, Team Leadership, Event Management, Leadership
Education
William Paterson University of New Jersey 2012 — 2013
Bachelor of Arts (B.A.), Interpersonal Communications
Bergen Community College 2008 — 2011
Associate of Arts (A.A.), Theater: Acting
Glen Rock High School 2004 — 2008
High School Diploma
UHS September 2012 - 2014
Northwestern Mutual September 2011 - September 2012
Binghamton University Office of Communications April 2010 - December 2010
Private Patient August 2008 - October 2009
Education
State University of New York at Binghamton Decker School of Nursing 2013 — 2014
Bachelor of Science (BS), Nursing
Binghamton University 2008 — 2010
BAS, Sociology, Communications
Binghamton University, State University of New York 2008 — 2010
Bachelor of Arts, Sociology
Broome Community College 2005 — 2008
Associate of Arts, Liberal Arts
Arctaris Capital August 2013 - Present
Crash Alert LLC June 2013 - Present
SCORE Chapter 199 May 2014 - Present
Unreasonable Lab Boston April 2015 - Present
Family Promise of Greater Nashua January 2015 - Present
Egon Zehnder International January 2013 - May 2013
Northwestern Mutual July 2012 - December 2012
Companion Bike Seat April 2012 - December 2012
MacMillan Independents Group July 2009 - November 2010
Skills
Financial Analysis, Entrepreneurship, Start-ups, Private Equity, Venture Capital, Strategy, Mergers & Acquisitions, Research, Small Business Lending, Spanish, Financial Modeling, Microsoft Excel, Public Speaking, Business Analysis, Management Consulting, Economics, Mentoring, Nonprofits, Consulting, PowerPoint, Access, Microsoft Office, Leadership, Management, Finance, Marketing, Investments
Education
Bentley University 2010 — 2013
Bachelor of Science (B.S.), Managerial Economics
Universidad de Navarra 2012 — 2012
International Business
Hasco medical December 2014 - Present
Publix Super Markets July 2014 - December 2014
Wyndham Vacation Ownership January 2014 - May 2014
Intelligent Direct Marketing November 2013 - January 2014
Northwestern Mutual April 2012 - August 2012
Sears Holdings Corporation April 2011 - April 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Time Management, PowerPoint
Education
State University of New York at Binghamton 2011 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Broome Community College 2009 — 2011
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Buchanan Street Partners April 2015 - Present
SummerHill Apartment Communities July 2014 - April 2015
Champion Real Estate Company July 2013 - July 2014
Biola University May 2011 - May 2013
Northwestern Mutual May 2012 - August 2012
AEG - Los Angeles Kings October 2011 - May 2012
Skills
New Business Development, Sales Presentations, Spreadsheets, Negotiation, Networking, Commercial Real Estate, Real Estate Economics, Multi-family Investments
Education
Biola University 2009 — 2013
Business Administration, Management/Marketing
University of Southern California
Price School of Public Policy and Real Estate Development
University of California, Los Angeles 2014 — 2014
New York University 2014 — 2015
Capital District Transit System October 2014 - Present
Access Midstream Partners, L.P. July 2012 - October 2014
Chesapeake Energy October 2011 - July 2012
Express Employment Professionals 2011 - 2012
Northwestern Mutual July 2011 - September 2011
L.L.Bean June 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, MS Project, Cost Estimating, Project Planning, Lean Six Sigma Green..., Research, Social Media, HTML, Teamwork, PeopleSoft, Capital Projects, Contractor Management, Contractor Supervision, Project Coordination, Budget Tracking, Environmental..., Engineering Drawings, Budgets, Supervisory Skills, Project Control, Contract Management, Construction, Engineering, Project Estimation, Natural Gas, Risk Management, Energy, Pipelines
Education
Binghamton University 2005 — 2009
BA, Mathematics
Pondera, Inc February 2009 - Present
Loffler Companies 2008 - 2009
IKON Office Solutions April 2007 - November 2007
Northwestern Mutual 2005 - 2006
Skills
Tax Preparation, Payroll, Bookkeeping, Payroll Processing, Accounting, Quickbooks, Peachtree, Vendor Management, QuickBooks
Education
Bethel University 2002 — 2006
B.A., Psychology
Trinity High school 1996 — 2002
Spring Consulting Group, LLC June 2015 - Present
Spring Consulting Group, LLC June 2013 - June 2015
Northwestern Mutual May 2012 - October 2012
Grant Thornton LLP August 2012 - August 2012
Forever 21 May 2010 - January 2012
Skills
Microsoft Excel, Microsoft PowerPoint, Massachusetts Life..., Massachusetts Health &..., Microsoft Word, SAP, Microsoft Office, Outlook, PowerPoint, Data Analysis, Financial Analysis, Teamwork
Education
Bentley University 2010 — 2013
Corporate Finance & Accounting with Economics minor
Colby College 2009 — 2010
Economics and Environmental Studies
Brooks School 2005 — 2009
Point72 Asset Management, L.P. June 2013 - Present
St. Croix Systems September 2012 - April 2013
Merrill Lynch June 2012 - September 2012
Northwestern Mutual May 2011 - August 2011
DiBlasi Associates, P.C., Structural Engineers June 2007 - August 2007
Skills
Outlook, Morningstar, Customer Service, New Business Development, Bloomberg Terminal, Microsoft Office, Process Improvement, Bloomberg, Financial Analysis, Salesforce.com, Microsoft Word, SAP, Fixed Income
Education
Bentley University 2009 — 2013
Bachelor of Science (BS) in Corporate Finance and Accounting, Minor: Global Studies
Bond University 2011 — 2011
Pilot Financial Partners, Inc. March 2015 - Present
Wayt Holdings, LLC January 2015 - Present
Anchor Insurance Agency December 2012 - February 2015
Heritage Wealth Architects February 2014 - October 2014
Northwestern Mutual June 2009 - December 2012
ChamberMaster March 2008 - June 2009
Skills
Long Term Strategic..., Transition Planning, Opportunity Assessments, Strategic Planning, Marketing, Account Management, Opportunity Mapping, Training, Time Management, Insurance, Leadership, Estate Planning, Customer Service, Salesforce.com, Sales, Business Planning, Investments, Life Insurance, Financial Services, Finance, Small Business, Management, Retirement Planning, Sales Process, Healthcare, Disability Insurance, Employee Benefits, Public Speaking, Term Life Insurance, 401k, Retirement, Long-term Care, Fixed Annuities, Strategic Financial..., Financial Planning
Education
Bryant University 2015 — 2016
Certified Financial Planner, Financial Planning and Services
South Dakota State University 2006 — 2007
M.S., Social Sciences
Bethel University 2004 — 2006
B.A., Social Sciences
Toastmasters International Riverside Happy Talk Club May 2014 - Present
Corona Norco Schools Educational Foundation July 2013 - Present
Merrill Lynch February 2012 - Present
Cross City Church August 2010 - December 2013
Northwestern Mutual November 2010 - February 2012
Signature Fundraising December 2009 - November 2010
Cherrydale Fundraising August 2004 - November 2010
Citibank August 2003 - August 2004
Evangelical Christian Credit Union September 2001 - June 2003
Labor Ready September 2000 - September 2001
Skills
Leadership, Vision Development, Business Networking, Networking, Investments, Retirement Planning, Retirement Income..., New Business Development, Insurance, Fundraising, Public Speaking, Motivational Speaking, Teaching, Social Networking, Strategic Planning, Toastmasters, training, Presentations, Marketing Communications, Team Building, Life Insurance, 401k Rollovers, teaching adults, LinkedIn, Event Planning, Budgets, Direct Sales, Project Management, Wealth Accumulation, Community Outreach, Mission, Evangelism, Tax Reduction Strategies, Wealth Management, Training, Management, Strategy, Marketing, Sales, Business Development, Finance, Leadership Development, Retirement, Strategic Financial...
Education
Biola University 1992 — 1996
BA, Christian Education, Biblical Studies minor
El Modena High School 1988 — 1992
Northwestern Mutual May 2014 - September 2014
Jones Beach State Park May 2013 - August 2014
Binghamton University September 2013 - May 2014
BELCO Distributors January 2011 - August 2012
Skills
Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Public Speaking, Social Media, Research, Social Networking, Customer Service, Event Planning, Finance, Teamwork
Education
Binghamton University 2013 — 2015
Business Administration, Finance, 3.55
University at Buffalo 2011 — 2013
Business Administration and Management, General
Sanford H. Calhoun High School 2007 — 2011
The Hershey Company May 2015 - Present
Winshape College Program August 2013 - May 2015
Venadar October 2014 - March 2015
Northwestern Mutual May 2014 - August 2014
Berry College August 2013 - January 2014
Salem Communications May 2013 - August 2013
Tri-State Triathalons April 2012 - September 2012
Leader Creek Fisheries May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, HTML, Marketing, Marketing Strategy, Presentations, Sales Presentations, Social Media Marketing, Social Networking, Facebook, Team Leadership, Social Media, Advertising, Time Management, Public Speaking, PowerPoint, Customer Service, Microsoft Word, Event Planning, Leadership, Research, Teamwork, Market Research, Management, Sales, Public Relations
Education
Berry College 2011 — 2015
BS, Marketing
Berry College - Campbell School of Business 2011 — 2015
Bachelor of Science (BS), Marketing/Marketing Management, General, Senior
Northwestern Mutual September 2007 - Present
Northwestern Mutual 2007 - Present
First Covenant Church June 2006 - August 2007
Skills
Creative Direction, Leadership, Public Speaking, Customer Service, Finance, Marketing, Team Building, Social Media, Leadership Development, Fundraising, Sales, Social Networking
Education
Bethel University 2003 — 2007
BS, Youth Ministry and Communication Studies
Rockford Christian 1999 — 2003
Bolongo Bay Beach Resort November 2013 - Present
Northwestern Mutual 2009 - 2012
Northwestern Mutual September 2006 - April 2009
Northwestern Mutual December 2005 - August 2006
Wealth Management Midwest/Linsco Private Ledger September 2003 - November 2005
Skills
Human Resources, Organizational..., Project Management, Change Management, Organizational..., Business Strategy, New Business Development, Strategy, Process Improvement, Leadership, Management, Leadership Development, Strategic Planning, Risk Management, Team Building
Education
Bethel University 2006 — 2008
Master of Arts (MA), Organizational Leadership
University of Wisconsin-River Falls 1999 — 2003
Bachelor of Science (BS), Business and Marketing
Point72 Asset Management L.P. June 2015 - August 2015
Webster Bank July 2014 - August 2014
Northwestern Mutual May 2014 - July 2014
Webster Bank May 2013 - August 2013
Webster Bank May 2012 - August 2012
Skills
Time Management, Leadership, Customer Service, Solid Computer Skills, Inventory Management, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Data Entry, Financial Analysis, Social Networking, Microsoft Office
Education
Bentley University 2012 — 2016
Candidate for Bachelors of Science, Corporate Finance and Accounting, Accounting and Finance
Cat Auction Services July 2011 - Present
Cat Auction Services September 2009 - June 2011
Cat Auction Services July 2008 - August 2009
Ziegler Caterpillar May 2005 - July 2008
Ziegler, Inc April 2007 - June 2008
Ziegler Cat May 2005 - March 2007
Northwestern Mutual January 2004 - December 2004
CHS, Inc December 2002 - January 2004
CHS, Inc October 2000 - November 2002
Skills
Project Management, Management, Team Leadership, Six Sigma, Budgets, Human Resources, Recruiting, Negotiation, Process Improvement
Education
Bethel University 1994 — 1997
Bachelor of Arts (BA), International Relations and Affairs
North Hennepin Community College 1992 — 1994
General Studies
Riot Games August 2015 - Present
State Street Global Advisors November 2013 - August 2015
PricewaterhouseCoopers LLC December 2010 - October 2013
Northwestern Mutual June 2010 - October 2010
Skills
Auditing, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Financial Reporting, Accounting, Relationship Management, Analysis, Financial Risk, Business Analysis, Management, Data Analysis, Project Coordination, Financial Analysis, Microsoft Excel, Microsoft Office, Financial Services
Education
Binghamton University - School of Management 2009 — 2010
M.S. in Accounting, Accounting
Binghamton University - School of Management 2005 — 2009
B.S. Financial Management, Finance and MIS
Northwestern Mutual June 2013 - Present
Berry College President's Office January 2014 - Present
Berry College Student Enterprises October 2012 - December 2013
Berry College August 2012 - December 2013
Skills
Web Development, Social Media Marketing, Communication, Childcare, German, Microsoft Office, Microsoft Excel, Microsoft Word, E-file, Facebook, Event Management, Event Planning, Web Design
Education
Berry College 2012 — 2016
Bachelor of Science (BS), Marketing
Marietta High School 2009 — 2012
International Baccalaureate Certificate
New York-Presbyterian Hospital April 2015 - Present
Walgreens August 2014 - Present
Bleakley, Schwartz, Cooney & Finney LLC November 2013 - September 2014
Northwestern Mutual September 2011 - August 2013
Rutgers University August 2009 - May 2011
Skills
Strategic Financial..., Retirement Planning, Life Insurance, Risk Management, Financial Goals, Wealth Management, Financial Planners, Finance, Insurance Brokerage, 401k Rollovers, Employee Benefits, Disability Insurance, Customer Service, Public Speaking, Leadership
Education
Bergen Community College 2014 — 2016
Health Services/Allied Health/Health Sciences, General, 4.0
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor's degree, Finance, General, 3.60
Teaneck High School 2004 — 2008
Northwestern Mutual March 2015 - Present
Private Property May 2006 - Present
Labels Luxury Boutique August 2010 - April 2015
Victoria's Secret August 2008 - August 2010
Cure, A Nail Spa September 2006 - May 2007
Love Made Visible Wedding Photography April 2005 - August 2006
Skills
Microsoft Office, Management, Microsoft Word, PowerPoint, Leadership, Microsoft Excel, Research, Sales, Training, English, Process Improvement, Windows, Photoshop, Outlook, HTML, Customer Service, Public Speaking, Social Media, Social Networking, Time Management, Marketing, Facebook, Social Media Marketing, Retail, Teamwork, Inventory Management, Merchandising, Budgets, Communication, Visual Merchandising, Community Outreach, Strategic Planning, Team Leadership, Customer Satisfaction, Retail Sales, Marketing Strategy, Teaching, Recruiting, Finance, Apparel, Advertising
Education
California State University-East Bay 2007 — 2009
Business
Holy Names High School 2003 — 2007
Graduated with Honors
Berkeley City College
Accounting and Business/Management
Discount Merchant Funding May 2015 - Present
Discount Merchant Funding February 2015 - May 2015
Patron Capital May 2014 - August 2014
Northwestern Mutual April 2012 - September 2012
Vanguard Funding June 2011 - September 2012
Renewal by Andersen May 2011 - August 2011
Skills
Microsoft Excel, Economics, Finance, Sales, Microsoft Word, PowerPoint, Public Speaking, Research, Risk Management, Management, Insurance, Leadership, Social Media, Microsoft Office
Education
Binghamton University 2009 — 2014
Bachelor's degree, Economics
Binghamton University 2009 — 2013
BA Economics, Economics
Bentley Venture Capital Fund, L.P. March 2015 - Present
Gerstein Fisher March 2015 - August 2015
Peryn Realty, LLC May 2014 - September 2014
Consumer Edge Research LLC May 2013 - June 2013
Wexford Capital June 2012 - August 2012
Northwestern Mutual June 2011 - June 2012
Perry Shoe Shine, Co. May 2006 - September 2010
Town Hall: Town Clerks Office (Westport, CT) June 2010 - August 2010
Skills
Equity Research, Analysis, Microsoft Excel, Financial Modeling, Bloomberg, Trading, Public Speaking, Investments, Social Media, Teamwork, Equities, Leadership
Education
Bentley University 2013 — 2017
Bachelor's Degree, Finance and Financial Management Services, Sophomore
Staples High School 2009 — 2013
Honors
Northwestern Mutual July 2014 - Present
Denny's January 2009 - January 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Access, Accounting, Athletics, Public Speaking, Event Planning, Financial Accounting, Team Leadership, Social Networking, Management, Social Media, Teamwork, Time Management, Leadership, Customer Service, Outlook, Fantasy Baseball
Education
Binghamton University 2011 — 2015
Bachelor's degree, School of Management
Binghamton University - School of Management 2011 — 2015
Bachelor's degree, Leadership
Luxoft October 2013 - Present
J.H. Darbie &Co August 2011 - August 2012
Northwestern Mutual December 2010 - March 2011
Findr Interactive October 2009 - November 2010
Skills
Market Research, Teamwork, Marketing, Business Planning, Marketing Strategy, Team Leadership, Strategic Planning, Russian, Research, Analysis, Economics, Marketing Communications, Social Media, Management Consulting, Event Management, Event Planning, Customer Service, International Relations, Digital Marketing, Data Analysis, Beauty Industry, Salesforce.com, Consulting, Outsourcing, Photoshop, Illustrator, Adobe Creative Suite
Education
Hult International Business School 2012 — 2013
Master of International Business, International Business
Berkeley College 2008 — 2011
Bachelor of Business Administration Degree, Marketing
Northwestern Mutual October 2014 - Present
NAIFA-Syracuse July 2014 - October 2014
Northwestern Mutual May 2014 - October 2014
Northwestern Mutual November 2008 - October 2014
YAT NAIFA-Syracuse September 2009 - July 2012
Vector Marketing July 2003 - September 2008
Skills
Management, Public Speaking, Long-term Care, Investments, Training, Team Building, Sales Management, Leadership, Creative Direction, Employee Benefits, Retirement, Time Management, Fixed Annuities, Strategic Planning, Direct Sales, Sales, Strategic Financial..., Accounting, Management Consulting, Finance, Teamwork, Insurance, Retirement Planning, Customer Service, Life Insurance, Small Business, Disability Insurance, Microsoft Excel, Marketing, Financial Analysis, Social Media, Coaching
Education
Binghamton University 2004 — 2006
Bachelors, Business Management
Broome Community College 2001 — 2003
Associates, Liberal Arts
Maine-Endwell HS
The FormKey June 2015 - August 2015
Manning & Napier April 2014 - June 2014
Gong Glass Works August 2012 - April 2014
Burns Personnel June 2012 - October 2012
Northwestern Mutual January 2012 - April 2012
Education
William E. Simon School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Pricing, Marketing Strategy, Finance
Binghamton University - School of Management 2009 — 2011
Bachelors, Business Management
State University of New York College at Geneseo 2008 — 2009
Business Administration
Cadenza Center for Psychotherapy and the Arts December 2014 - Present
Crossroads Band October 2014 - Present
Daphne Michelle Music 2014 - Present
Miami Rescue Mission/Broward Outreach Centers August 2014 - March 2015
Seasons Hospice & Palliative Care January 2014 - July 2014
Northwestern Mutual November 2011 - December 2013
Staples Copycenter August 2010 - December 2013
Berklee College of Music September 2012 - December 2012
Skills
Music Performance, Music Therapy, Customer Service, Microsoft Word, Public Speaking, Music Theory, Piano, Microsoft Office, PowerPoint, OS X, Singer-songwriter, Worship Music, Vocals, Guitar, Music, Musical Theatre, Singing, Social Networking, Songwriting, Composition, Social Media, Music Production, Event Planning, Recording
Education
Berklee College of Music 2011 — 2014
B.A. Music Therapy, Music Therapy/Therapist
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2010
Northwestern Mutual August 2002 - Present
Skills
Recruiting, Time Management, Sales, Leadership, Customer Service, Building Relationships, Decision Making
Education
Binghamton University 1997 — 2002
BS, Computer Science, Financial Economics
Forest Hills High School 1994 — 1997
The American College
CLU, ChFC, CASL, CLTC
Pearson North America May 2015 - Present
Pearson North America April 2014 - May 2015
Connections Education July 2013 - July 2014
Pearson North America June 2012 - July 2013
Houston Independent School District August 2010 - June 2012
Teach for America May 2010 - June 2012
Northwestern Mutual October 2009 - May 2010
Binghamton University May 2009 - May 2010
Odyssey Technologies June 2008 - May 2010
Harpur's Ferry Student Volunteer Ambulance Service September 2007 - May 2010
Skills
Social Media, Social Networking, Teaching, Marketing, Social Media Marketing, Community Outreach, Strategy, Online Marketing, Educational Technology, Curriculum Development, Web Analytics, Leadership, Higher Education, SEO, Management, Leadership Development, Microsoft Office, Data Analysis, Time Management, Adobe Analytics, Salesforce.com, Analytics, Corporate Social Media, Project Management, Digital Marketing, Social Media Education, Sprinklr, SQL, HTML, CSS, Radian6, Tracx, Hootsuite, Prezi, Millennials, CompTIA A+ Certification, Networking, Computer Repair, Google Analytics, Efficacy, Public Speaking, Research, Training
Education
University of St. Thomas 2010 — 2012
M.Ed., Educational Leadership, 4.0
State University of New York at Binghamton 2006 — 2010
Bachelor of Arts (B.A.), Philosophy, Politics, and Law ; Environmental Science (Environmental Policy Analysis)
Binghamton University May 2014 - Present
Northwestern Mutual May 2014 - August 2014
Binghamton University Call Center 2014 - 2014
Binghamton University Call Center 2014 - 2014
Rite Aid Pharmacy November 2011 - November 2013
Skills
Fixed Annuities, Financial Planning, Retirement, Life Insurance, Disability Insurance, Mutual Funds, Insurance, Long Term Care Insurance, Wealth Management, Long-term Care, Financial Analysis, Estate Planning, Securities, Wealth Accumulation, IRAs, Finance, Retirement Planning, Customer Service, Microsoft Excel
Education
Greene Central School 2008 — 2012
High School Diploma
Greene Central School
State University of New York at Binghamton 2014 — 2016
Bachelor of Applied Science (B.A.Sc.), Biology, General
Broome Community College 2012 — 2014
Agape Community Church March 2015 - Present
Northwestern Mutual March 2015 - Present
Northwestern Mutual January 2014 - March 2015
Northwestern Mutual May 2008 - December 2013
Oakbrook Church June 2007 - January 2013
Cardinal Stritch University October 2005 - September 2012
Society for Information Management 1999 - December 2010
Adopted By Christ Ministries January 1999 - March 2009
Northwestern Mutual May 2003 - May 2008
Northwestern Mutual January 1997 - May 2003
Skills
Change Management, Team Building, Preaching, Youth Ministry, Music Ministry, Program Management, Strategic Planning, Public Speaking, Teaching, Project Management, Process Improvement, IT Strategy, Business Architecture, Pastoral Counseling, Business Intelligence, Requirements Analysis, SharePoint, Fundraising, Analysis, Leadership, Security, Risk Management, Business Analysis, Enterprise Architecture, Vendor Management, Information Technology, Software Project..., Budgets, Requirements Gathering, CRM, Management, Team Leadership, Organizational..., Integration, Project Planning, Visio, Project Portfolio..., Software Development, Coaching, Enterprise Software, Recruiting, Strategy, Business Strategy, Management Consulting, IT Management, Consulting, Cross-functional Team..., Governance, Business Process...
Education
Bethel University 2012 — 2016
Doctor of Ministry (DMin.)
Trinity International University 2010 — 2012
Master of Arts (M.A.)
University of Phoenix 2000 — 2002
Master of Business Administration (MBA)
DePaul University 1989 — 1993
BS
Lane Tech 1985 — 1989
HS Diploma
Cedars-Sinai September 2015 - Present
Columbia University Medical Center October 2014 - September 2015
New York Presbyterian Hospital January 2013 - September 2014
Northwestern Mutual March 2012 - May 2012
Nemo Tile Company Inc. September 2007 - June 2009
Nemo Tile Company, Inc January 2007 - January 2009
TD March 2005 - September 2007
Commerce Bank January 2006 - January 2007
Commerce Bank January 2005 - January 2006
Skills
Administration, Quality Assurance, Management, Team Leadership, Office Management, Strategic Planning, Time Management, Radiation Therapy, Mosaiq, IDX, Confidentiality, HIPAA, Accounts Payable, Invoicing, Finance, Medical Terminology, Appointment Scheduling, Healthcare, Microsoft Word, Access, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Spreadsheets, Data Entry, Process Scheduler, PeopleSoft, Lotus Notes, Banking, Visio, Software Documentation, Research, Teamwork, Call Center, Public Speaking, Leadership, HTML, Calendaring, Travel Arrangements, Administrative..., Inventory Management, Databases, Training, Social Networking, Event Management, Sales
Education
Berkeley College 2009 — 2012
Bachelor of Business Administration, Business Administration and Management, General
Berkeley College-New York 2009 — 2012
Bachelor of Business Administration, Business Management
North Star Resource Group September 2015 - Present
Arthur J. Gallagher & Co. June 2015 - Present
Northwestern Mutual June 2014 - June 2014
Bethel University September 2013 - March 2014
TruGreen June 2013 - August 2013
Bethel University October 2012 - February 2013
COKeM International June 2012 - August 2012
Bang-On Contracting February 2012 - May 2012
Skills
Networking, Sales, Teamwork, Time Management, Leadership, Determination, Marketing, Highly personable, Critical Thinking, Integrity, Compassion, Public Speaking, Goal Oriented, Team Leadership, Event Planning, Respect, Sports, People Skills, Financial Analysis, Customer Service, Microsoft Excel
Education
Bethel University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Shattuck St. Mary's School 2006 — 2010
High School Diploma
Hays Companies February 2015 - Present
Northwestern Mutual July 2013 - December 2014
Northwestern Mutual May 2011 - August 2013
Northwestern Mutual January 2011 - May 2011
Skills
Recruiting, Event Planning, Marketing, Leadership, Time Management, Public Speaking
Education
Bethel University 2007 — 2011
Bachelor's degree, Organizational and Relational Communication Studies
Northwestern Mutual June 2015 - August 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Research, Project Management, Leadership
Education
Binghamton University 2013 — 2017
Economics, Junior
Niskayuna High School 2009 — 2013
High School
U.S. Trust July 2015 - Present
Northwestern Mutual April 2014 - December 2014
Hartfield, Titus & Donelly May 2013 - August 2013
Skills
Microsoft Word, Access, Outlook, Finance, Customer Service, Time Management, Analysis, Data Analysis, Financial Analysis, PowerPoint, Teamwork, Insurance, Microsoft Excel
Education
SUNY Binghamton 2011 — 2015
Bachelor of Arts (B.A.), Economics
Northwestern Mutual February 1993 - Present
Education
Bethel University 1979 — 1983
BA, Psychology
HedgeServ August 2015 - Present
ICR July 2014 - February 2015
BNP Paribas Investment Partners June 2013 - July 2014
BNP Paribas Investment Partners July 2012 - June 2013
Newedge June 2011 - August 2011
Binghamton University November 2009 - May 2011
Northwestern Mutual June 2010 - July 2010
Skills
Microsoft Excel, Access, Microsoft Word, PowerPoint, Financial Analysis, Program Management, Outlook, Account Reconciliation, Investments, Intercultural..., Communication, Team Leadership, Sales, Public Speaking, Bloomberg, Data Analysis, Social Media, Analysis, Microsoft Office, Financial Modeling, Finance
Education
Binghamton University - School of Management 2008 — 2012
BS, Finance, Marketing, Global Management, 3.7
Stuyvesant High School 2004 — 2008
Minneapolis Financial Group January 2015 - Present
Northwestern Mutual March 2013 - December 2014
Skills
Financial Services, Customer Service, Retirement Planning, IRAs, Investments, Life Insurance, Disability Insurance, Long-term Care, Strategic Financial..., Sales, Finance, Personal Budgeting
Education
Bethany Lutheran College
Bachelor of Arts (B.A.), Business Administration with an emphasis in Finance
St. Clair High School
FlashBanc, LLC June 2015 - Present
Saint Augustine Ministries November 2014 - Present
Battle Ground Academy June 2013 - October 2014
Delek US Holdings / MAPCO Express 2013 - 2014
CorVel Corporation 2011 - 2013
Crawford and Company 2009 - 2011
University of Phoenix 2007 - 2008
Liberty Mutual Insurance 2006 - 2007
Northwestern Mutual 2005 - 2006
Laven Insurance Agency 2003 - 2005
Skills
Workers Compensation, Insurance, Claims Management, Property & Casualty..., Claim, Case Managment, Risk Management, Claim Investigation, Health Insurance, Disability Management, Commercial Insurance, Healthcare, Call Centers, Litigation, Legal Liability, Casualty, Subrogation, Liability, Workers' Compensation..., Litigation Management, Case Management, Claims Handling, Claims Resolution, Liability Analysis, Casualty Insurance
Education
Bethel College 2000 — 2003
B.S., Organizational Management
Butler University 1992 — 1994
Business Studies in Accounting
PwC September 2015 - Present
RuffaloCODY September 2012 - May 2015
PwC June 2014 - August 2014
Northwestern Mutual June 2013 - February 2014
BizSaves.Com May 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Public Speaking, Community Outreach, Social Media, Fundraising, Non-profits, Nonprofits, Access
Education
Binghamton University 2014 — 2015
Master of Science (M.S.), Accounting, 3.78
Binghamton University 2010 — 2014
Bachelor of Science, SOM - Accounting, 3.6
University of Sussex 2011 — 2011
Visiting and Exchange Program, Managment
Brooklyn Technical H.S. 2006 — 2010
High School Diploma, Social Science Research, 92
Northwestern Mutual January 1999 - Present
UNC Asheville January 1978 - January 1996
Education
Bethany College 1964 — 1968
Bachelor’s Degree, Communications/English
Florida State University
Doctor of Philosophy (Ph.D.), Management of Education Systems
Southern Connecticut State University
Masters of Science, English
The Walt Disney Company May 2015 - Present
Universal Orlando Resort July 2014 - May 2015
The Walt Disney Company December 2013 - June 2014
The Walt Disney Company June 2013 - December 2013
Northwestern Mutual May 2012 - September 2012
Amphenol Aerospace May 2011 - December 2011
Greater Binghamton Association of REALTORS January 2011 - May 2011
Skills
Market Research, Advertising Campaign..., Advertising, Online Advertising, Microsoft Office, Excel, Word, Marketing Strategy, Outdoor Advertising, Market Analysis, Report Generation, Industry Analysis, Entrepreneurial..., Microsoft Excel, Microsoft Word, PowerPoint, Budgets, Competitive Analysis
Education
State University of New York at Binghamton 2012 — 2013
Master of Business Administration (MBA), Marketing & Leadership/Consulting, 3.90
Binghamton University 2010 — 2012
Bachelor of Science, Management (Marketing Concentration), 3.68
Broome Community College 2008 — 2010
Associate's Degree, Business Administration
Binghamton University
Master of Business Administration (MBA), Marketing
Northwestern Mutual March 2014 - Present
Greenwich Education Group January 2012 - January 2014
Piermont Restaurant September 2007 - December 2011
Dwight Morrow High School September 2010 - July 2011
Dwight Morrow High School September 2010 - July 2011
Tenafly High School November 2008 - March 2010
Skills
Tutoring, Statistics, Teaching, Leadership, Test Preparation, Calculus, Classroom Management, Coaching, Event Planning, Mathematics, K-12, Geometry, Networking, E-Learning, Data Analysis, Problem Solving, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Travel Planning, travel, Graphic Design, Online Research, Regression Analysis, Training, Goal Analysis, Risk Analysis, Prezi, Management
Education
Ramapo College of New Jersey 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, Global Leadership
Montclair State University 2011 — 2013
Candidate: Master of Science (MS), Applied Mathematics
Ramapo College of New Jersey 2008 — 2010
Bachelor of Science, Mathematics
Bergen Community College 2007 — 2008
Associates of Art, General Education
Georgia Institute of Technology 2003 — 2005
Jingang Investment Guarantee August 2013 - Present
Jingang Investment Guarantee April 2013 - Present
Northwestern Mutual January 2011 - May 2011
Center for Technology & Innovation Binghamton, NY September 2009 - December 2010
Z.R. Golden Harbor, LLC Changsha, China July 2010 - August 2010
Lingdi Real Estate, Ltd Zhuzhou, China May 2008 - August 2008
Skills
Financial statements..., LBO modeling, M&A Modeling, Mergers, Investment Banking, Modeling, LBO, Investments, Financial Modeling, Valuation, Excel, PowerPoint, Word, Microsoft Office, DCF, Accounting, Access, Corporate Finance, Forecasting, Customer Service, Mandarin, Financial Reporting, Risk Assessment, Banking, Financial Analysis, Bloomberg Terminal, Equity Research, Business Planning
Education
Investment Banking Institute 2011 — 2011
Investment banking training
Binghamton University - School of Management 2008 — 2010
BSc, Management-Finance
State University of New York College at Plattsburgh 2006 — 2008
BS, Finance
AmeriCU Credit Union May 2015 - Present
Holgate Alliance Group March 2012 - Present
MassMutual Central New York March 2012 - Present
Northwestern Mutual October 2009 - February 2012
AVOS Life Sciences 2007 - 2008
MedeFinance, Inc. 2006 - 2007
IBM Global services 1999 - 2006
KPMG Health Care Consulting 1996 - 1999
SMS 1992 - 1996
BeneSys 1987 - 1991
Skills
Insurance, Health Insurance, Investments, Leadership, Retirement Planning, Disability Insurance, Fixed Annuities, Life Insurance, Small Business, IRAs, Long-term Care, Term Life Insurance, Long Term Care Insurance, Retirement, Business Development, Estate Planning, Business Strategy, Start-ups, Health, Long Term Care, Annuities
Education
Binghamton University - School of Management 1982 — 1984
MS, Management
Ithaca College 1969 — 1971
B.S., Administration of Health Services
Northwestern Mutual July 1983 - Present
Skills
Investments, Management, Wealth Management, Strategic Financial..., Strategic Planning, Retirement Planning, Financial Planning, Retirement, Fixed Annuities, Disability Insurance, Finance, Program Management, Insurance, Team Building, Financial Services, Securities, Leadership, Marketing Strategy, Marketing, Public Speaking, Life Insurance, Estate Planning, Risk Management, Time Management, Leadership Development, Term Life Insurance, Long-term Care, Business Planning, Entrepreneurship, New Business Development
Education
Bethel College 1978 — 1982
B.A.-Accounting, Accounting and Economics
Northwestern Mutual May 2002 - Present
Skills
Estate Planning, Investments, Finance, Strategic Planning
Education
Binghamton University 1997 — 2001
Bachelor of Science, Electrical Engineering
BNY Mellon September 2013 - March 2015
Northwestern Mutual January 2012 - July 2013
Historic New England September 2011 - January 2012
Skills
Financial Analysis, Financial Modeling, Technical Analysis, Fundamental Analysis, Portfolio Management, Investments, Bloomberg, Finance
Education
Bentley University 2009 — 2013
Bachelor of Science (BS), Finance, General
Suffolk University
Northwestern Mutual September 2015 - Present
Northwestern Mutual June 2013 - May 2015
Northwestern Mutual September 2012 - May 2013
Green Key Resources April 2012 - July 2012
Objective Solutions International June 2011 - March 2012
Cornell University Assembly June 2010 - May 2011
Lacoste June 2010 - August 2010
Citigroup June 2009 - August 2009
Skills
Recruiting, Financial Services, Business Analysis, Talent Acquisition, Life Insurance, Strategic Financial..., Needs Analysis, Strategy, Leadership, Marketing, Management, Training, Analysis, Sales, Investments, Finance, Microsoft Office, Financial Risk, Asset Management, Mentoring, Sourcing, PowerPoint, Cold Calling, Credit, Microsoft Excel, Applicant Tracking...
Education
Cornell University 2008 — 2011
Industrial and Labor Relations, ILR
Binghamton University - School of Management
Finance
The Bronx High School of Science
Riverdale Country
MasterCard May 2015 - Present
MasterCard Advisors July 2013 - April 2015
MasterCard Advisors March 2011 - July 2013
MasterCard Advisors September 2009 - March 2011
Northwestern Mutual August 2008 - May 2009
Skills
Payments, Credit Cards, Debit Cards, Finance, Data Analysis, Business Development, Banking, Sales, Management Consulting, Business Analysis, Financial Services, Financial Modeling, Management, Strategy, Project Delivery, Bilingual-English/Spanis...
Education
Manhattanville College 2007 — 2009
BA, Management, concentration in Marketing
Binghamton University 2005 — 2007
Riolo Transportation Inc April 2015 - Present
LTB Mechanical Corp. May 2013 - April 2015
Northwestern Mutual 2011 - May 2013
Skills
Economics, Outlook, Business Planning, Risk Management, Retirement Planning, Financial Planning, Financial Analysis, Insurance, Series 6, Series 63, Strategic Financial...
Education
State University of New York at Binghamton
BA, Economics
Washingtonville High School
Thomson Reuters June 2015 - Present
Bloomberg LP September 2014 - June 2015
FXall July 2011 - September 2014
FXCM March 2006 - July 2011
FXCM January 2005 - February 2006
Northwestern Mutual August 2004 - January 2005
AUDIO / VISUAL SERVICES September 2001 - May 2004
Skills
Management, Operations Management, Derivatives, Financial Markets, Risk Management, Trading Systems, Financial Analysis, Currency, Equities, Banking, Finance, Mentoring, Leadership, Financial Services, Human Resources, Trading, Hedge Funds, Capital Markets, Bloomberg, FX Options
Education
Binghamton University 2007 — 2008
MBA, Business
State University of New York at Binghamton 2000 — 2004
BS, Accounting
Northwestern Mutual May 2011 - Present
Northwestern Mutual January 2014 - Present
Skills
Financial Analysis, Retirement Planning, Finance, Leadership, Life Insurance, Sales, Customer Service, Microsoft Excel, PowerPoint, Marketing, Microsoft Office
Education
Bethel University
Bachelor's Degree, Finance and Marketing
C.H. Robinson January 2015 - Present
Regis Corporation June 2013 - January 2015
Aircraft Maintenance Specialties January 2006 - June 2013
Wells Fargo July 2012 - October 2012
River Valley Church June 2012 - September 2012
Northwestern Mutual June 2011 - August 2011
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Photoshop, Teamwork, Outlook, Organization, Sales, Training, Event Planning, Social Media, Facebook, Project Planning, Accounts Payable, Financial Risk, Managerial Finance, Accounts Receivable, Project Management, Financial Accounting, Financial Reporting, Account Management, Financial Analysis, Analysis
Education
Bethel University 2010 — 2013
Bachelor of Arts (B.A.), Finance, General
Apple Valley High School 2003 — 2007
EY April 2014 - Present
Morgan Stanley Wealth Management April 2013 - April 2014
Morgan Stanley Wealth Management May 2012 - April 2013
Dealmed December 2011 - May 2012
Northwestern Mutual May 2011 - January 2012
Asian Student Union August 2010 - May 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Anti Money Laundering, Online Research, Legal Research, Westlaw, Financial Risk, PowerPoint, KYC, Due Diligence, Finance, Financial Analysis, Management, Risk Management, Securities
Education
Binghamton University, State University of New York 2008 — 2011
BS, Financial Economics
State University of New York at Binghamton 2007 — 2011
Bachelor of Science (B.S.), Financial economics
Cardozo HS 2003 — 2007
Northwestern Mutual 2002 - Present
Education
Binghamton University 1983 — 1987
BA, History
Northwestern Mutual December 2009 - Present
Merrill Lynch August 2009 - December 2009
Minnesota DFL Party June 2009 - September 2009
World Vision June 2007 - August 2007
Education
Bethel University 2006 — 2010
Economics, International Relations
University of Minnesota-Twin Cities
Economics
Lancer Insurance Company September 2012 - Present
Long Island Food Critic August 2011 - September 2012
Maxim Healthcare Services 2010 - 2011
Northwestern Mutual 2006 - 2009
Skills
Marketing, Sales, Full-cycle Recruiting, Recruitment/Retention, Building Relationships, Insurance, Cold Calling, Hiring, Interviewing, Critical Thinking, Employee Relations, Referrals, Payroll, Customer Service, Compliance, Home Care, Data Entry, Payroll Processing, Administration, Fundraising, Spreadsheets, Scheduling, Interviews, Management, Event Planning, Social Media, Account Management, Recruiting, Training, Property & Casualty..., Social Media Marketing
Education
Binghamton University - School of Management 2013 — 2014
Master of Business Administration (MBA), General Management
Marist College 2003 — 2006
B.S., Business Administration, Finance
The Institutes - AICPCU 2012 — 2014
Associate's Degree, Associates in Commercial Insurance (AU)
The Institutes - AICPCU 2012 — 2014
Associate's Degree, Associates in General Insurance (AINS)
Mount St. Mary's College 2002 — 2003
Undergraduate Studies, Mathematics
South Side High School
Accenture May 2015 - Present
Lockheed Martin April 2013 - May 2015
Binghamton University January 2012 - May 2013
Lockheed Martin June 2012 - August 2012
Northwestern Mutual February 2008 - December 2011
Broome Leadership Institute 2009 - 2011
Skills
Coaching, Public Speaking, Leadership Development, Social Networking, Team Building, Mentoring, Professional Networking, Business Networking, Recruiting, PowerPoint, Microsoft Excel, Data Analysis, Business Development, Leadership, Customer Service, Program Management, Business Planning, Start-ups, Training
Education
Cornell University 2003 — 2007
Bachelor of Arts (B.A.), Economics
State University of New York at Binghamton 2011 — 2013
MBA, Consulting and Leadership, Marketing
Road Worldwide Chauffeured Transportation February 2012 - August 2015
Pisos Contracting, Inc June 2011 - January 2012
Northwestern Mutual April 2011 - June 2011
Education
City University of New York-Herbert H. Lehman College 2015 — 2016
Candidate for M.S., Human Resources Management, GPA: 3.7
Berkeley College 2008 — 2011
Bachelor’s Degree, Business Management, GPA: 3.2
Northwestern Mutual March 2013 - Present
Martial Arts University International June 2009 - March 2013
LaVallee's USA Black Belt Champions July 2009 - June 2012
Dm records June 2000 - June 2009
University of Miami August 2000 - April 2004
Sony/ATV June 1999 - August 2000
University of Miami August 1999 - May 2000
Education
University of Miami 1998 — 2000
Master of Music Media and Industry
Berklee College of Music 1995 — 1998
Bachelor of Music, Magna Cum Laude
Jac. Vandenberg, Inc. November 2008 — Present
Northwestern Mutual March 2007 — October 2008
Education
Binghamton University 2004 — 2008
BA, Economics & Finance
Horace Greeley High School 2000 — 2004
NA
American Business April 2001 - Present
Northwestern Mutual August 2000 - April 2001
Skills
Insurance, Life Insurance, Long Term Care Insurance, Long-term Care, Pensions, Term Life Insurance, Universal Life, Analysis, Brokers, Disability Insurance, Estate Planning, Hedge Funds, Retirement
Education
State University of New York at Binghamton 1996 — 2000
Bs, Economics
Home Guard Environmental Services, Inc. May 2012 - Present
KM Investment Services May 2004 - February 2012
Waddell & Reed November 2002 - May 2004
Heritage Christian Services May 2000 - February 2003
Seneca Cayuga ARC June 1996 - April 2000
Northwestern Mutual January 1997 - June 1997
Skills
Operations Management, Process Improvement, Strategic Planning, Compliance, Team Building, Management, Public Speaking, Team Leadership, Customer Service
Education
State University of New York at Binghamton 1993 — 1997
Bachelor of Arts (BA), Economics, 3.254
Athens Area High School
MANOLUCCI Handbag and Shoe Manufacturing September 2002 - Present
MANOLUCCI Handbag and Shoe Manufacturing June 2002 - June 2011
Northwestern Mutual March 2006 - December 2007
Skills
Small Business, Sales, Management, Pattern Development, Leadership, Leatherwork, Sample Development, Handbags, Manufacturing, Leather, Industrial Sewing, Sewing, Public Speaking, Retail, Merchandising, Fashion Design, Social Media, Long-term Care, New Business Development, Fashion, Social Media Marketing, Social Networking, Advertising, PowerPoint, Photoshop, Apparel, Marketing Strategy
Education
Bergen Community College 2002 — 2004
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Wells Fargo Shareowner Services April 2013 - Present
Wells Fargo Shareowner Services May 2010 - April 2013
Wells Fargo Investment Manager Relations June 2006 - April 2010
Northwestern Mutual May 2005 - October 2006
Skills
Financial Analysis, Risk Management, Analysis, Data Analysis, Investments, Leadership, Insurance, Process Improvement, Business Analysis, Financial Modeling, PowerPoint, Access, Advanced Excel, Word, Budgeting, Microsoft Office, Business Strategy, Strategic Planning, Strategy, Business Development, Finance, Budgets, Microsoft Excel
Education
University of Minnesota - Carlson School of Management 2011 — 2015
MBA, Strategic Management
Bethel University 2002 — 2006
Business, Finance, Entrepreneurship, Music
St. Francis High School 1998 — 2002
Blu Fig Cafe July 2011 - Present
Northwestern Mutual May 2008 - August 2008
Education
Binghamton University 2007 — 2009
Bachelors, Business Administration, Marketing
Do the Right Thing Insurance September 2012 - Present
MassMutual Financial Group November 2011 - September 2012
Northwestern Mutual January 2002 - February 2010
Choice One Communications January 2001 - January 2002
Net Lever August 2000 - August 2001
Webwerker January 2000 - August 2000
Eller Media September 1998 - January 2000
Honda of Kingston May 1996 - February 1998
Aaron Beaudette Insurance January 1994 - April 1996
Mutual of Omaha April 1993 - January 1994
Skills
Disability Insurance, Employee Benefits, Long Term Care Insurance, Estate Planning, Health Insurance, Life Insurance, Small Business, Voluntary Employee..., Critical Illness, Relationship Management, Strategic Financial..., Policy Review, Retirement Planning, Group Benefit Plans, Medicare, Retirement, 401k, Insurance, Long-term Care, Term Life Insurance, Finance, Financial Planners, Investments, Whole Life, Financial Planning
Education
Berklee College of Music 1984 — 1988
Production & Engineering
Onteora 1984 — 1988
Onteora
Jac. Vandenberg, Inc. November 2008 - Present
Northwestern Mutual March 2007 - November 2008
Education
Binghamton University 2004 — 2008
BS, Financial Economics
Travelers July 2014 - Present
The Travelers August 2012 - June 2014
The Hartford July 2010 - August 2012
SeaChange International June 2009 - July 2010
DiCicco, Gulman & Company January 2009 - April 2009
Northwestern Mutual May 2008 - December 2008
Babson Capital Management May 2007 - August 2007
Hamilton Sundstrand June 2005 - January 2007
Skills
Cross-functional Team..., Financial Analysis, Data Analysis, Process Improvement, Salesforce.com, Product Management, Management
Education
University of Hartford 2012 — 2016
Master of Business Administration (MBA), Business Analytics
Bentley University 2004 — 2008
BS, Economcis - Finance
SHI International Corp. April 2012 - Present
Anexinet February 2011 - January 2012
Prosys September 2010 - February 2011
EMC January 2007 - May 2010
EMC March 2006 - December 2006
DirectoryM June 2005 - November 2005
Northwestern Mutual June 2004 - May 2005
Skills
Salesforce.com, Solution Selling
Education
Bentley University 2001 — 2005
Bachelor of Science, Economics-Finance
Gray Plant Mooty January 2014 - Present
U.S. Court of Appeals August 2012 - August 2013
George Washington University August 2009 - May 2012
Gray Plant Mooty June 2011 - August 2011
Eckland & Blando LLP May 2010 - August 2011
United States District Court for the District of Columbia January 2011 - April 2011
Northwestern Mutual May 2007 - July 2009
Ridgeview Medical Center May 2006 - December 2006
Skills
Legal Research, Public Speaking, Outlook, Microsoft Office, Litigation, Westlaw, Legal Writing, Customer Service
Education
The George Washington University Law School 2009 — 2012
JD
Bethel University 2004 — 2007
B.A., Journalism
Combes Financial Group July 2015 - Present
Levin Financial Group January 2014 - Present
Levin Financial Group March 2012 - July 2015
Northwestern Mutual July 2006 - March 2012
Skills
Retirement, Insurance, Disability Insurance, Employee Benefits, Estate Planning, Life Insurance, Sales, Recruiting, Coaching and Development, Sales Management, Management, Securities, Finance, Retirement Planning, Fixed Annuities, Long Term Care Insurance, Long-term Care, Mutual Funds, IRAs, Investments, Wealth Management
Education
The American College 2013 — 2014
Certified Life Underwriter
Berry College - Campbell School of Business 2003 — 2005
MBA, Small Business / Entreprenuership
Berry College 1998 — 2003
Bachelors, Business Management
Oviedo High School 1995 — 1998
Meyers, Harrison & Pia, LLC 2012 - Present
WeiserMazars LLP May 2009 - January 2012
Empire Valuation Consultants May 2004 - April 2009
Ernst & Young 2001 - 2004
Deloitte & Touche 1998 - 2001
Dutchess County Young Republicans 1992 - 1996
Northwestern Mutual 1991 - 1996
Skills
Due Diligence, Financial Reporting, Mergers, Equity Research, Private Equity, Auditing, Financial Accounting
Education
University of Rochester - Simon Business School 1996 — 1998
MBA, Finance, Corporate Accounting
Binghamton University 1986 — 1991
BS, Economics
Arlington High School
University of Rochester
The Palmer Agency 2006 - Present
Northwestern Mutual 1993 - 2006
Skills
Life Insurance, Disability Insurance, Estate Planning, Business Succession..., Long Term Care Insurance, Employee Benefits
Education
Berry College 1988 — 1992
Bachelor of Arts (BA), Marketing
Bank of America August 2009 - Present
Bank of America September 2006 - March 2009
Bank of America May 2004 - September 2006
Bank of America November 2003 - May 2004
Northwestern Mutual November 2002 - November 2003
Skills
Leadership, Banking, Credit, Finance, Cross Selling, Financial Services, Investments, Loan Origination, Loans, Mortgage Lending, Relationship Management, Retail Banking, Sales, Wealth Management
Education
Bentley University
B.S., Finance, MIS
Dedham High
Northwestern Mutual AccountantGifford, Hillegass, & IngwersenNovember 2007 - November 2008
Education
Berry College - Campbell School of Business 2000 — 2005
Bachelors of Science, Accounting
Northwestern Mutual May 2012 - Present
Florida State University June 2010 - February 2012
Florida State Univeristy May 2009 - June 2010
Florida State University February 2006 - May 2009
Education
Florida State University 2008 — 2012
Masters, Higher Education
Temple Baptist Seminary 1999 — 2003
Masters of Divinity
Berry College 1989 — 1993
Bachelor, Sports Medicine
AppNexus February 2015 - Present
Reader's Digest Association September 2013 - February 2015
Reader's Digest July 2012 - September 2013
Binghamton University 2009 - 2012
Nbadraft.net January 2007 - 2012
FranchiseHelp, Inc May 2011 - November 2011
Pipe Dream Sports Writer August 2007 - August 2011
FitSpace January 2009 - 2011
Northwestern Mutual April 2009 - March 2010
Skills
Microsoft Excel, PowerPoint, Essbase, Microsoft Office, Salesforce.com, Financial Analysis, Financial Modeling, Public Speaking, Financial Forecasting, Smartview, Oracle Discoverer, Process Automation, Process Simplification, Admarc, Research, Event Planning, Social Networking, Social Media, Sports, Microsoft Word, Blogging, Life Insurance, Leadership, Spanish, Entrepreneurship, Advertising, Time Management
Education
State University of New York at Binghamton
BS, Financial Economics, Concentration in Mathematics
John Jay High School
UBS Wealth Management February 2015 - Present
UBS Wealth Management June 2012 - February 2015
Siguler Guff & Company June 2010 - June 2012
Brahma Management July 2009 - June 2010
Empanada Joe's LLC October 2008 - April 2009
US Trust June 2006 - November 2008
Northwestern Mutual September 2004 - June 2006
Skills
Marketing, Event Management, Marketing Strategy, Microsoft Office, Account Management, Strategic Planning, Non-profits, New Business Development, Competitive Analysis, Event Planning, Social Media, Vendor Management
Education
Binghamton University 2000 — 2004
BS, Chemistry
Northwestern Mutual June 2002 - Present
Skills
Retirement, Retirement Planning, Leadership, Fixed Annuities, Disability Insurance, Series 7, Series 63, Financial Services, Mutual Funds, Risk Management
Education
Binghamton University
ECMC April 2004 - Present
Northwestern Mutual August 1999 - March 2002
Wipro Technologies January 1997 - March 1999
Skills
Spring, Java Enterprise Edition, JUnit, JMS, Ant, Hibernate, Oracle, DB2, Sun Certified Java..., Websphere, Struts, EJB, SOA, Unix Shell Scripting, JSF, JBoss Application Server, Microsoft SQL Server, .NET, Selenium Testing, Tomcat, Agile Methodologies, Eclipse, Subversion, Continuous Integration, SQL, XML, Unix, Java, Software Development, JavaScript, Requirements Analysis, SDLC, Sybase, XSLT, Requirements Gathering, PL/SQL, Data Warehousing, JDBC, UML, Software Project..., J2EE Application..., Test Driven Development, HTML, Shell Scripting, Design Patterns, Tortoise SVN, AJAX, Integration, Core Java, Visio
Education
Bharathidasan University 1992 — 1995
MCA, Computer
St. Joseph's college, Trichy, India 1992 — 1995
Master of Computer Applications (MCA), Computer Science
Nehru memorial College, Puthanampatti, Trichy, India 1986 — 1989
Bachelor's degree, Chemistry
Lenox Advisors February 2014 - Present
Lenox Advisors February 2011 - February 2014
Northwestern Mutual June 2007 - January 2011
Education
Binghamton University - School of Management 2004 — 2007
Finance, English, Fashion
The Hebrew University 2003 — 2004
International Realtions, History
JILL STUART INTERNATIONAL LLC January 2014 - April 2014
Northwestern Mutual June 2011 - September 2011
Lawlor Media Group January 2011 - May 2011
First Commercial Bank May 1999 - August 2001
Skills
Experience in Social..., Professional in..., Clerical Skills, Word, Excel, Html,..., acess, Microsoft office..., Administrative Work, Fashion Office..., Apparel
Education
Berkeley College 2010 — 2014
Bachelor's Degree, Fashion Merchandising
Taylor Business Institute 1999 — 2000
Associate's degree, Business Administration and Management, General
The Guardian Life Insurance Company of America August 2006 - Present
Independant Life Insurance Broker August 2004 - August 2006
National Life Group June 2001 - July 2004
AIG June 1999 - June 2001
Northwestern Mutual May 1987 - May 1999
Education
State University of New York at Binghamton 1972 — 1974
BA, Political Science and Government
EY February 2015 - Present
3M November 2012 - February 2015
e5 Solutions Group December 2007 - November 2012
Northwestern Mutual 2006 - 2007
Skills
Business Analysis, Risk Management, SAP, Banking, Corporate Finance, Business Process..., Business Intelligence, Treasury, Treasury Services, Treasury Management, Cash Management, SAP R/3, ERP, SAP ERP, SAP Implementation
Education
Bethel University
Bachelor of Business Administration (BBA), Finance
J.P. Morgan May 2013 - Present
J.P. Morgan February 2012 - May 2013
Northwestern Mutual June 2011 - December 2011
Skills
Bloomberg, Financial Analysis, Financial Modeling, Valuation, Microsoft Excel, Investments, PowerPoint, Access, Fixed Income, Mutual Funds, Finance, Economics, Strategic Financial..., Microsoft Office, Bloomberg Terminal
Education
Bentley University 2008 — 2011
Bachelors of Science, Economics and Finance
Marlboro High School 2004 — 2008
PwC August 2013 - Present
Northwestern Mutual June 2011 - Present
Education
Binghamton University 2008 — 2013
Master's degree, Accounting
Northwestern Mutual May 2013 - Present
MercyMed of Columbus 2012 - 2012
Christ Community Health Services Augusta August 2010 - May 2011
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2014
Bachelor's degree, Finance, General
Berry College 2011 — 2012
Finance
Medical College of Georgia 2011 — 2011
Emergency Medical Technician
Northwestern Mutual 2008 - 2011
Education
Berkeley College 2010 — 2012
Fashion Marketing and Management
Northwestern Mutual April 2013 - Present
The Crossing Education Center 2006 - 2013
The Crossing Education Center 2006 - 2013
Education
Bethel College
Master's degree
Taylor University
Bachelor's degree
Northwestern Mutual August 2013 - July 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Social Networking, Leadership, Event Planning, Customer Service
Education
SUNY Binghamton 2009 — 2013
Bachelor of Arts (B.A.), Philosophy, Politics, and Law
Northwestern Mutual May 2014 - Present
Education
University of Idaho 2013 — 2015
Bachelor's Degree, Finance and Economics, Senior
University of Wyoming 2011 — 2013
Economics and Finance
Bethel College-North Newton 2010 — 2010
Biology