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
Northwestern Mutual October 2013 - Present
Northwestern Mutual June 2011 - September 2013
Capstone Insurance Services, LLC July 2009 - June 2011
Capstone Insurance Services, LLC June 2008 - July 2009
Aon Risk Solutions June 2006 - June 2008
Skills
Customer Service, Insurance, Account Management, Microsoft Excel, Microsoft Office, Risk Management, Microsoft Word, Property & Casualty..., Finance, Marketing, Sales, Analysis, Community Outreach, Apple OS, Photoshop, Keynote, Animal Welfare, Child Advocacy
Education
Regis University 2002 — 2006
Bachelor of Science (BS), Business Administration with emphases in Finance and Marketing
Casady School 1989 — 2002
Northwestern Mutual November 2010 - Present
Skills
College Recruiting, Onboarding, Internet Recruiting, Networking, Communication, Interviews, Employee Benefits, Human Resources, Applicant Tracking..., Talent Acquisition, Sales, Technical Recruiting, Temporary Placement, Customer Service, PowerPoint, Microsoft Excel, Succession Planning, Training, Resume Writing, Cold Calling, Microsoft Word, Management, Leadership, Public Speaking, Social Media
Education
Quinnipiac University 1985 — 1989
B.S. in Eduacation
Northwestern Mutual February 2015 - Present
Vernal Orchards October 2013 - Present
Amalfi's August 2014 - December 2014
Blue Bottle Cafe September 2013 - January 2014
Abercrombie & Fitch October 2013 - November 2013
Bridgeway Senior Healthcare June 2012 - December 2012
McCaffery's Super Market January 2012 - May 2012
Skills
Microsoft Office, Microsoft Word, Customer Service, Social Media, Public Speaking, Microsoft Excel, PowerPoint, Research, Teamwork, Photoshop, Sales, Marketing, Networking
Education
Raritan Valley Community College 2012 — 2013
Business Liberal Arts
University of Vermont 2011 — 2012
Psychology
Wells Fargo July 2015 - Present
Wells Fargo May 2014 - July 2015
Famous Footwear July 2013 - May 2014
Regis University August 2010 - May 2014
Northwestern Mutual June 2013 - September 2013
Skills
Higher Education, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Community Outreach, Editing, Critical Thinking, Customer Service, Student Development, Leadership
Education
Regis University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Management, Finance, Minor in Psychology, Senior
Northwestern Mutual June 2012 - April 2014
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor's degree, Finance, General
American Funds December 2012 - Present
American Funds July 2001 - November 2004
Northwestern Mutual May 1998 - June 2001
Skills
Series 7, Investments, Mutual Funds, Financial Services, Retirement, Securities, Asset Allocation, Finance, Relationship Management, Investment Advisory, Portfolio Management
Education
Randolph-Macon College 1994 — 1998
Bachelor's degree, Sociology and Business, 3.89
Northwestern Mutual September 1999 - Present
Education
The American College
Enrolled - Chartered Financial Consultant® Program
American College 2001 — 2004
CERTIFIED FINANCIAL PLANNER™ Certification Program
Quinnipiac University 1995 — 1999
Bachelor of Arts, Economics
CohnReznick LLP September 2014 - Present
Movado Group, Inc February 2013 - July 2014
Midas Chain April 2011 - April 2013
Northwestern Mutual September 2011 - January 2012
Valley National Bank September 2009 - June 2010
Borough of Hawthorne Municipal Pool May 2006 - September 2009
Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Outlook, Accounts Payable
Education
Ramapo College of New Jersey 2010 — 2014
Bachelor of Science (B.S.), Accounting
Passaic County Technical Institute 2007 — 2010
Business
Slammer's Baseball May 2013 - Present
The Lawn Father December 2010 - Present
Total Quality Logistics January 2013 - July 2013
J.k. Mullen High School November 2011 - May 2013
Alpine Cowboys June 2011 - December 2012
Regis University January 2007 - January 2011
Regis Baseball Camp January 2007 - January 2011
Northwestern Mutual November 2010 - December 2010
Sky Hawks April 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Access, Account Management, Budgets, Customer Service, Event Management, Event Planning, Facebook, Fundraising, Insurance, Leadership, Logistics, Management, Marketing, Outlook, Press Releases, Public Relations, Public Speaking, Research, Sales, Salesforce.com, Social Media, Social Media Marketing, Social Networking, Strategic Planning, Teaching, Team Building, Team Leadership, Teamwork, Time Management, Market Research, Coaching, Marketing Communications, Marketing Strategy, Analysis, Sports, Advertising, Leadership Development, Recruiting, Athletics
Education
Regis University 2007 — 2011
Bachelor of Business Administration, Accounting & Finance
J.K. Mullen High School 2004 — 2007
High School Diploma
SunTrust Mortgage June 2015 - Present
SunTrust Mortgage March 2012 - Present
Northwestern Mutual June 2008 - July 2012
Medical Automation Systems March 2004 - June 2005
Skills
Project Management, Strategic Planning, Account Management, Customer Service, Sales, Business Development, Mortgage Lending, Marketing, Leadership, Process Improvement, Social Media
Education
Randolph-Macon College 1997 — 2001
BA, Sociology
Grainger April 2014 - Present
New York State Department of Labor July 2013 - April 2014
New York State Department of Labor February 2012 - July 2013
New York State Department of Labor June 2009 - February 2012
Freeport-McMoRan Copper & Gold Inc. May 2008 - August 2008
Northwestern Mutual June 2007 - August 2007
Skills
Data Analysis, Business Analysis, Analysis, Microsoft Excel, Strategic Planning, Financial Analysis, Customer Service, Webinars, Virtual Training, Microsoft Office, Budgets, Research, Databases, Access, Marketing, Social Media, HTML, Training Delivery, Professional..., Organizational..., Problem Analysis, Versatility, Government, Teamwork, Leadership
Education
Rensselaer Polytechnic Institute 2005 — 2009
Bachelor of Science, Management
Catholic Central High School, Troy, NY 2001 — 2005
Krayden, Inc. November 2012 - Present
Lone Tree Townhomes October 2010 - October 2012
Northwestern Mutual October 2009 - October 2010
Skills
Marketing, Marketing Communications, B2B, Marketing Strategy, Market Planning, Sales Management, Strategy, Market Development, Customer Service, Sales, CRM, Sales Operations, Article Submission, Microsoft Office, Website Building, Business Strategy, SEO, Strategic Planning, Product Development, Management, New Business Development, Social Media, Product Marketing, Leadership, Facebook, Social Networking, Manufacturing, Negotiation, Social Media Marketing, PowerPoint, Time Management, Product Management, Research, Microsoft Word, Event Planning, Business Development, Project Management, Trade Shows, Online Marketing, Digital Marketing, Market Research, Website Development, Twitter, Communication, Advertising, Web Content
Education
Regis University 2006 — 2010
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Robert Half International July 2013 - Present
Eyemaginations February 2013 - June 2013
Northwestern Mutual July 2012 - January 2013
Summit Business Associates January 2012 - February 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Public Speaking, Financial Analysis, Information Technology, Technical Recruiting, SaaS, Sales, Business Development, Consulting, Bloomberg, Salesforce.com, Business Planning
Education
Randolph-Macon College 2008 — 2012
Bachelor of Arts (B.A.), Business/Managerial Economics
University of Cambridge 2011 — 2011
Economics
Northwestern Mutual January 2007 - Present
Price Waterhouse Coopers June 2007 - May 2008
Skills
Financial Planning, Investments, Financial Analysis, Risk Management, Retirement Planning, Mutual Funds, Insurance, Strategic Planning, Series 7, Account Management, Securities, Wealth Management, Accounting, Financial Modeling, Asset Management, Succession Planning, Business Planning, Portfolio Management, Budgeting, Business Strategy, Estate Planning, Employee Benefits, Corporate Finance, Strategic Financial..., Finance, Series 63, Retirement, Small Business
Education
Regis University 2004 — 2008
Bachelors of Science, Accounting and Finance with a Minor in Marketing
Springleaf Financial Services September 2014 - Present
Northwestern Mutual April 2014 - August 2014
JAM Promotions 2013 - 2013
Skills
Retirement Planning, Budgets, Life Insurance, Insurance, Fixed Annuities, Long Term Care Insurance, Disability Insurance, Retirement, Investments, Strategic Financial...
Education
Randolph-Macon College 2009 — 2013
Bachelor of Science (BS), Economics
North Penn High School 2006 — 2009
Northwestern Mutual January 2014 - Present
Superior Flooring October 2012 - November 2013
General Nutrition Center 2010 - 2012
Skills
Financial Analysis, Strategic Financial..., Customer Service, Sales, Microsoft Excel, Finance, Investments, Insurance, Microsoft Office, PowerPoint, Retirement Planning, Microsoft Word, Retail, Time Management, Leadership, Inventory Control, Visual Merchandising, Inventory Management, Social Networking, Driving Results, Business Development, Store Operations, Data Analysis, Marketing Strategy, Teamwork
Education
Quinnipiac University - School of Business 2007 — 2011
Bachelor of Science (B.S.), Entrepreneurial and Small Business Operations
Surgical Direct, Inc. December 2014 - Present
Northwestern Mutual May 2014 - August 2014
Education
Ranken Technical College 2006 — 2008
Heating, Ventilation, Air Conditioning and Refrigeration Engineering Technology/Technician
Northwestern Mutual September 2012 - Present
Skills
Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, Financial Accounting, Financial Modeling, Strategic Financial..., Customer Service, Risk Management, Finance, Microsoft Office, Budgets, Accounts Receivable, Forecasting, Management, Strategic Planning
Education
Rasmussen College-Minnesota 2012 — 2015
Bachelor of Science (B.S.), Business Management
Northwestern Mutual May 2012 - Present
Skills
Sales, Bloomberg, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Bloomberg Terminal, Management, Leadership, Hunting, Fishing, Public Speaking, Access, Customer Service, Outlook, Research, Outdoors
Education
Quinnipiac University - School of Business 2011 — 2013
Bachelors of Science, Finance
Quinnipiac University
Ursinus College
Northwestern Mutual January 2013 - Present
Skills
Series 6, Series 63, Microsoft Office, Windows, Mac OS, iOS, Finance
Education
Rutgers University 2010 — 2012
Bachelor of Science (B.S.), Finance
Raritan Valley Community College 2006 — 2009
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Indeed.com January 2015 - Present
Indeed.com February 2014 - January 2015
Northwestern Mutual May 2010 - February 2014
United Way of Greater New Haven September 2009 - May 2010
Skills
Social Networking, Social Media, Microsoft Word, Financial Services, Asset Allocation, Account Management, Strategic Planning, Access, Leadership, Estate Planning, Fundraising, Social Media Marketing, Disability Insurance, Finance, Wealth Management, Sales, Portfolio Management, Securities, Equities, Series 63, Outlook, Financial Modeling, Data Analysis, Public Speaking, Customer Service, Microsoft Office, Business Development, Marketing Strategy, Mutual Funds, Strategy
Education
Quinnipiac University
Bachelor of Science (B.S.), Marketing, Accounting
Victoria University of Wellington
Study Abroad, International Business
Nonnewaug High School
Northwestern Mutual December 2014 - Present
Musician's Friend September 2014 - December 2014
Radford University August 2012 - May 2014
South Main Auto July 2013 - August 2013
Bath Fitter January 2012 - August 2012
Catalyst Acquisitions, LLC May 2011 - September 2011
Skills
Public Speaking, Interpersonal Skill, Teamwork, Rhetoric, Persuasion, Social Listening, Critical Thinking, Training, Organizational..., Corporate Communications, Public Relations, Instructional Design, University Teaching, Leadership, Microsoft Word, Microsoft Excel, PowerPoint, Training Needs Analysis, Qualitative Research, Quantitative Research, Retail Sales Experience, Direct Sales, Customer Service, Customer Acquisition, Event Management
Education
Radford University 2012 — 2014
Master of Science, Corporate and Professional Communication
Radford University 2008 — 2011
Bachelor of Science, Interdisciplinary Studies in Communication & Music Business
Keys January 2014 - Present
Northwestern Mutual May 2014 - October 2014
Healthy Living Inc. June 2013 - August 2013
Skills
Market Research, Marketing Research, Customer Insight, Market Analysis, Consumer Behaviour, Marketing Strategy, Segmentation, Marketing Communications, Competitive Analysis, Marketing, Social Media Marketing, Digital Marketing, Market Planning, Brand Management
Education
Randolph-Macon College 2010 — 2014
Bachelor of Arts (BA), Business/Managerial Economics
Randolph-Macon College 2010 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics
Siemens Wind Power 2014 - Present
HC Media Group 2013 - 2014
Champion Technologies 2012 - 2013
Energy Data Hub 2010 - 2011
EPIC Merchant Energy 2009 - 2010
Dayson Capital 2007 - 2009
Northwestern Mutual 2005 - 2007
Skills
SAP, Trading, Pricing, Microsoft Excel, Market Analysis, Financial Modeling, Negotiation, PowerPoint, Outlook, SQL, SAP BW, Portfolio Management, Access, Relationship Management, Energy, Process Improvement, Problem Solving, Persuasive Presentations, Risk Management, Business Analysis, Financial Markets, Customer Service, Market Research, Management, Finance, Analysis, Financial Analysis, Forecasting
Education
Rice University
Bachelor of Arts (B.A.), Economics
F & M Insurance Services 2005 - Present
Blake Financial November 1998 - May 2005
Northwestern Mutual 1985 - 2005
Skills
Life Insurance, Disability Insurance, Term Life Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Retirement, Underwriting, Whole Life, Umbrella Insurance, Long Term Care Insurance, Casualty, Liability, Strategic Financial..., Employee Benefits, Legal Liability, Workers Compensation, Estate Planning, Investments, Commercial Lines, Mutual Funds
Education
Rasmussen College-Minnesota 1984 — 1985
Certificate, Word Processing
TPM November 2012 - Present
Northwestern Mutual June 2012 - November 2012
Enterprise Holdings Inc. November 2006 - April 2012
ASIS International March 2006 - September 2006
Skills
Sales, Cold Calling, Account Management, Customer Service, New Business Development, Sales Process, Customer Satisfaction, Direct Sales, Risk Management, Solution Selling, Sales Management, Sales Presentations, Sales Operations, B2B, Management
Education
Radford University 2001 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
Thrivent Financial June 2014 - Present
Ameriprise Financial Services, Inc. September 2012 - March 2014
Hometown Healthcare Inc January 2012 - August 2012
Northwestern Mutual June 2009 - January 2012
Roarke Custom Builders May 2008 - January 2009
Aflac 2009 - 2009
Sears Holdings Corporation August 2006 - August 2007
Education
Rensselaer Polytechnic Institute 2003 — 2007
Bachelor of Science (BS), Economics
Northwestern Mutual 2015 - Present
United States Marine Corps November 2010 - July 2015
Bank of America July 2014 - December 2014
Skills
Leadership, Microsoft Office, Customer Service, Management, Microsoft Excel, Public Speaking, Strategic Planning, Team Leadership, PowerPoint, Project Management, Financial Risk..., Team Building, Program Management, Sales, Research, Process Improvement, Operations Management, Finance, Banking, Risk Management, Financial Analysis, Budgets
Education
Rutgers Business School 2014 — 2016
Bachelor's Degree, Finance and Financial Management Services, 3.4 G.P.A
Rutgers University-New Brunswick 2014 — 2016
Bachelor, Finance
Raritan Valley Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Liberal Arts- Business, 3.8 G.P.A
Dunellen High School 2000 — 2005
High School Diploma, High School/Secondary Diplomas and Certificates
Center for Diagnostic Imaging (CDI) January 2015 - Present
Rasmussen College August 2013 - Present
Army National Guard April 2011 - Present
Center for Diagnostic Imaging June 2013 - December 2014
Minnesota Oncology May 2013 - May 2013
River Prairie Dental May 2013 - May 2013
University of Minnesota Physicians June 2012 - June 2012
MJG International August 2010 - March 2011
RentUpdate.com, Inc. December 2005 - March 2011
Northwestern Mutual April 2010 - August 2010
Skills
Marketing, Business Development, Market Research, EHR, RHIT, Healthcare, EMR, Data Modeling, Financial Analysis, Sales, Leadership, Time Management, Healthcare Management, HIPAA, Public Health..., Medical Law, Strategic Planning, Technical Project..., Healthcare Information..., Crystal Reports, Research, Data Analysis, SSRS, SQL, ICD-9-CM, CPT, Information Architecture, Medical Insurance &..., Quality Analysis &..., Medical Terminology, Ambulatory Care Coding, Inpatient Coding, Outpatient Coding, Fusion RIS, Central Reporting, Clinical Form..., jQuery, HTML 5, JavaScript, Project Management
Education
Walden University 2014 — 2015
Master of Healthcare Administration (MHA), 4.0 GPA
Rasmussen College-Minnesota 2011 — 2013
Bachelors of Science, Health Information Management (HIM), 3.88 GPA
Cuernavaca School of Language 2005 — 2005
Spanish
University of Minnesota-Twin Cities 2001 — 2005
Communication and Media Studies
University of Wisconsin-Eau Claire 2000 — 2001
Architecture
Northwestern Mutual June 2015 - Present
Theta Chi Fraternity Delta Chapter November 2012 - November 2013
Morgan Stanley Smith Barney June 2013 - August 2013
Education
Rensselaer Polytechnic Institute 2011 — 2015
Bachelor of Applied Science (BASc), Business Administration and Management, 3.52
Kings Park High School
Penn Mutual May 2013 - Present
New York Life Insurance Company January 2011 - May 2013
Northwestern Mutual September 2002 - December 2010
Skills
Retirement Planning, Insurance, Strategic Financial..., Life Insurance, Investments, Retirement, Financial Planning, Relationship Management, Series 7, Project Management, Public Speaking, Financial Statement..., Product Development, FINRA, FINRA Series 7, FINRA Series 66, Life & Health Insurance..., Life
Education
Quinnipiac University 1998 — 2002
Bachelor's Degree
CERTIFIED FINANCIAL PLANNER™ (CFP®)
The American College 2008 — 2012
New York State Insurance Fund September 2014 - Present
Rensselaer Polytechnic Institute September 2009 - December 2013
NYS Department of Financial Services June 2013 - August 2013
Northwestern Mutual June 2012 - August 2012
Skills
Microsoft Excel, Visual Basic, Matlab, Microsoft Office, Teamwork, Research
Education
Rensselaer Polytechnic Institute 2009 — 2013
Bachelor of Science (BS), Business Management
Rensselaer Polytechnic Institute 2009 — 2013
Master of Science (MS), Financial Engineering and Risk Analytics
Dealogic June 2014 - Present
Sigma Phi Epsilon November 2012 - November 2013
Dealogic June 2013 - August 2013
Northwestern Mutual June 2012 - August 2012
Stony Brook University June 2011 - August 2011
Skills
Microsoft Excel, QuickBooks, Estate Planning, Risk Management, Entrepreneurship, PowerPoint, Analysis, Finance, Management, Strategic Planning, Strategic Financial..., Accounting, Strategy, Financial Analysis, Leadership, Research, Nonprofits, Economics, Data Analysis, SharePoint, Microsoft Word, Dealogic's suite of..., Statistics, Financial Modeling, Banking, Auditing, Investments
Education
Rensselaer Polytechnic Institute 2010 — 2014
Bachelor of Science, Mathematics
Harborfields High School 2006 — 2010
Advanced Regents Diploma
Springfield Catholic High School July 2015 - Present
Gloria Deo Academy July 2013 - June 2015
Club Z! In-Home Tutoring October 2012 - September 2014
Northwestern Mutual June 2012 - September 2012
Rensselaer Polytechnic Institute September 2011 - May 2012
Tutor Time January 2010 - May 2012
Pipeline Initiatives Program June 2011 - August 2011
Drury University July 2010 - August 2010
Skills
Physics, Leadership, Applied Mathematics, Mathematical Physics, Matlab, Teaching/mentoring, Maple, Mathematics, Tutoring, Mathematical Modeling, Java, Mathematica, Finance, Teaching, Public Speaking
Education
Rensselaer Polytechnic Institute 2009 — 2012
Bachelor of Science (B.S.), Physics
Northwestern Mutual December 1987 - Present
National Life Group July 1975 - December 1987
Skills
Life Insurance, Fixed Annuities, Insurance, Management, Retirement, Financial Services
Education
Rensselaer Polytechnic Institute 1971 — 1975
BS Mathematics
Northwestern Mutual May 2014 - September 2014
Course Hero, Inc. January 2014 - May 2014
Quinnipiac University January 2013 - January 2014
Harbor Lights Marina May 2012 - September 2012
Skills
Power Point, Public Speaking, Microsoft Office, Microsoft Excel, Leadership, PowerPoint, Management, Time Management, Social Media, Facebook, Event Planning, Access, Fundraising, Business Development, Market Research
Education
Quinnipiac University - School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
Lasalle Academy Highschool 2008 — 2011
Deloitte July 2014 - Present
Deloitte January 2012 - July 2014
Northwestern Mutual September 2008 - December 2011
Skills
Financial Analysis, Accounting, Financial Reporting, Auditing, Microsoft Excel, Internal Audit, Access, Sarbanes-Oxley Act, Internal Controls, Financial Modeling, Financial Accounting, Finance, SEC filings, External Audit, Enterprise Risk..., IT Audit, US GAAP
Education
Quinnipiac University - School of Business 2007 — 2011
Bachelor of Science (B.S.), Accounting
Quinnipiac University - School of Business 2007 — 2011
Bachelor of Science (B.S.), Marketing
KPMG October 2015 - Present
KPMG July 2013 - September 2015
KPMG January 2011 - June 2013
Deloitte & Touche, LLP November 2009 - January 2011
Kearney & Company August 2007 - November 2009
Northwestern Mutual May 2006 - September 2006
Virginia Port Authority May 2003 - August 2005
Skills
Internal Controls, Financial Statements, Accounting, Financial Reporting, Auditing, Financial Audits, GAAP, Financial Accounting, Financial Analysis, IFRS, Account Reconciliation, CPA, Assurance, Big 4, US GAAP, External Audit, Sarbanes-Oxley Act, SEC filings, Internal Audit, Real Estate Transactions, Real Estate, Real Estate Financing
Education
Radford University - College of Business and Economics 2002 — 2007
Bachelor, Business Administration, Accounting and Finance
Northwestern Mutual September 2011 - Present
Northwestern Mutual October 2008 - November 2010
Mortgage Master 2007 - 2008
Washington Mutual 2002 - 2007
Morgan Stanley Smith Barney 2000 - 2002
Skills
Superb organization..., Good communicator, Multitasking, Ability to prioritize..., Decision maker, Project management..., Accuracy, Microsoft Office and..., Customer Service, Microsoft Word, Training, Fundraising, Leadership, Access, Office Management, Microsoft Excel, Microsoft Office, PowerPoint, Marketing, Interviews, Human Resources, New Business Development, Project Management, Management, Outlook, Recruiting, Data Entry, Sales Operations, Forecasting, Loans
Education
Fred Pryor Seminars 2011 — 2011
Certificate, Human Resources
French River Education Center, Inc. 2011 — 2011
Certificate, Computer Applications
Quinsigamond Community College 1992 — 1995
Associates, Business Administration
1st Global July 2015 - Present
Atlas Private Wealth Management, LLC May 2014 - July 2015
1st Global May 2012 - April 2014
The Martin Financial Group December 2011 - May 2012
Northwestern Mutual October 2006 - December 2011
Metropolitan Life Insurance Company January 2005 - October 2006
The Ayco Company, L.P. January 2004 - December 2004
Skills
Personal Finance, Disability Insurance, Life Insurance, Investments, Estate Planning, Consulting, Retirement, Business Planning, Insurance, Financial Advisory, Sales, Finance, Strategic Financial..., Risk Management, Financial Services, Small Business, Asset, Budgets, Financial Planning, Retirement Planning, Strategy, Save, Practice Consulting
Education
The American College 2008 — 2012
CLU ChFC, Financial Service
Rensselaer Polytechnic Institute 2001 — 2003
B.S. Management, Finance, Economics
Colonie
Northwestern Mutual August 2014 - Present
Northwestern Mutual September 2012 - August 2014
Northwestern Mutual September 2011 - January 2013
Northwestern Mutual September 2007 - September 2011
Tufts Health Plans – WALTHAM June 1995 - October 1996
Skills
Series 63, Series 6, Customer Service, Disability Insurance, Health Insurance, Insurance, Life Insurance, Training, Investments, Long-term Care
Education
Regis College 1988 — 1992
BA, Communication
MetLife February 2015 - Present
MetLife April 2014 - February 2015
Northwestern Mutual April 2012 - April 2014
LPL Financial March 2010 - April 2012
Scott & Stringfellow June 2004 - March 2010
Freedom First Federal Credit Union December 2002 - April 2004
Walt Disney World August 2000 - January 2001
Skills
Series 7, Finance, Retirement Planning, Securities, Recruiting, Insurance, Customer Service, Series 63, Investments, Wealth Management, Financial Services, Retirement, Teamwork, Financial Advisory, Uniform Combined State..., FINRA, Mutual Funds, Series 66, IRAs, Outlook, Long Term Care Insurance, Life Insurance, Human Resources, Series 24, 401k Rollovers, Life, Wealth Management..., Event Planning, Strategic Communications, Corporate Communications, Writing
Education
Virginia Polytechnic Institute and State University 1998 — 2002
BA, Communication
Central Piedmont Community College
Certificate Program, Human Resources
Radford University 1999 — 2001
Media Studies
Loyola University Chicago Office for International Programs January 2014 - May 2015
Vibrant TV Network May 2014 - August 2014
Northwestern Mutual September 2013 - January 2014
The Baker House June 2009 - August 2013
Proactive Europe Srl January 2013 - April 2013
Skills
Time Management, Critical Thinking, Microsoft Office, Social Networking, Marketing, People Skills, Italian, Recruiting, Community Service, Study Abroad Programs, Social Media, PowerPoint, Superior Work Ethic, Search Engine Marketing, SEO, Blogging, Public Speaking, Digital Marketing, Qualtrics, Microsoft Excel, Microsoft Word, Squarespace, Event Planning
Education
Quinlan School of Business, Loyola University Chicago 2011 — 2015
International Business and Marketing
Loyola University John Felice Rome Center 2012 — 2013
Logicbroker, Inc January 2013 - June 2015
Stony Creek Brands June 2012 - September 2012
Northwestern Mutual December 2011 - January 2012
Schooner Inc January 2011 - May 2011
Skills
Microsoft Office, Photoshop, Illustrator, Social Media, Facebook, PowerPoint, Microsoft Excel, Microsoft Word, InDesign, Adobe Creative Suite, Social Media Marketing, Event Planning, Outlook, Advertising, Wordpress, WordPress, E-commerce, Sales, Management, Microsoft CRM, Product Development, Pre-sales, Sales Process, Social Networking, Time Management
Education
Quinnipiac University 2008 — 2012
BS, Entrepreneurship and Small Business Management
Oratory Preparatory School 2004 — 2008
Square D by Schneider Electric March 2015 - Present
Eaton Corporation February 2014 - January 2015
Eaton May 2012 - February 2014
Northwestern Mutual February 2011 - April 2012
Jaromack Electric Inc April 2008 - January 2012
Knights of Columbus May 2009 - February 2011
Reinhold Electric Inc. May 1999 - March 2008
Skills
Small Business, Troubleshooting, Electricians, New Business Development, Testing, Maintenance Management, Employee Training, Electrical Engineering, Power Distribution, High Voltage, Financial Analysis, Electrical, Management Consulting, Utility Transformers, Engineering
Education
Ranken Technical College 2013 — 2018
Bachelor's Degree, Bachelor of Science in Applied Management
Ranken Technical College 2000 — 2002
Associate's Degree, Industrial Electricity, Electronics Technology
Long Island Tent and Party Rental June 2009 - August 2012
Northwestern Mutual June 2011 - May 2012
The UPS Store February 2011 - May 2011
Skills
Investments
Education
Stony Brook University 2012 — 2013
Business Management, Finance
Quinnipiac University - School of Business 2009 — 2012
Bachelors of Science, International Business and Entrepreneurship
Chaminade High School 2005 — 2009
CIT March 2012 - Present
Ernst & Young August 2006 - March 2012
Blue Slate Solutions August 2005 - December 2005
Northwestern Mutual December 2003 - December 2004
Skills
Risk Management, Governance, Sarbanes-Oxley Act, IT Audit, IT Strategy, Process Improvement, Internal Audit, Risk Assessment, Vendor Management, Management, PMO, Information Technology, Strategy, Financial Risk, Enterprise Risk...
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Wasserman Media Group May 2011 - Present
San Diego State University January 2011 - June 2012
TheLadders.com January 2010 - November 2010
TheLadders.com November 2007 - January 2010
Northwestern Mutual January 2006 - April 2006
ESPN September 2001 - December 2004
Skills
Online Marketing, Social Media, Affiliate Marketing, Social Media Marketing, Facebook, Digital Media, Sports Marketing, Digital Marketing, Marketing, Social Networking, Account Management, Sports, Management
Education
San Diego State University-California State University 2011 — 2012
MBA, Sports Management
Quinnipiac University 2003 — 2007
Bachelor of Science, Business Management
Poly Prep Country Day School 1999 — 2003
Virginia Asset Management 2002 - Present
Northwestern Mutual 1995 - 2002
Skills
401k, Employee Benefits, Strategic Planning, Human Resources, Life Insurance, Small Business, Leadership, Insurance, Disability Insurance, Estate Planning, Health Insurance, Leadership Development, Recruiting, Retirement Planning, Staff Development, Public Speaking
Education
Randolph-Macon College 1983 — 1987
Prudential Financial November 2010 - Present
Prudential Financial September 2009 - November 2010
Prudential Financial October 2006 - September 2009
Prudential Financial April 2004 - October 2006
CIGNA Retirement October 2001 - April 2004
CIGNA Retirement August 1999 - October 2001
CIGNA Retirement June 1998 - August 1999
Northwestern Mutual May 1997 - May 1998
Skills
Mutual Funds, Retirement, Business Development, Strategy, Retirement Planning, CRM, Business Strategy, Strategic Planning, Product Marketing, New Business Development, Defined Benefit, Relationship Management, Financial Services
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1999 — 2001
MBA, Marketing
FactSet September 2014 - Present
Northwestern Mutual May 2013 - May 2014
S&C Electric Company July 2012 - August 2012
Asian Pacific Real Estate Association February 2012 - June 2012
Australian Securities & Investments Commission February 2012 - June 2012
Capital Region World Team Tennis June 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Project Management, Team Leadership, Teamwork, Research, Data Analysis, Microsoft Office, Strategic Planning, Financial Modeling, Oral & Written..., Interpersonal Skill, Financial Analysis, Management, Communication, Leadership, Microsoft Word
Education
Rensselaer Polytechnic Institute 2012 — 2014
Master of Science (M.S.), Financial Engineering & Risk Analytics
Rensselaer Polytechnic Institute 2009 — 2013
Bachelor of Science (B.S.), Industrial & Management Engineering
University of New South Wales 2012 — 2012
PwC December 2014 - Present
KPMG June 2013 - December 2014
Morgan Stanley December 2012 - April 2013
DonePlus Inc. June 2012 - October 2012
MetLife May 2011 - August 2011
Northwestern Mutual 2010 - 2010
Making Ideas Work April 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Sales, Social Media, SQL, Risk Analytics, Data Management, Quantitative Analytics, Market Data, Microsoft Office, Ruby on Rails, Performance Metrics, Access, S&P, Operational Risk..., Manage Client..., Operational Excellence, Bloomberg, Market Analysis, client-on-boarding, Social Media Marketing, Marketing Strategy, Portals, Life & Health Insurance..., Online Social Networking, Insite, Outlook, Sales Presentations, Social Media Measurement, Finance, Management
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor of Science (BS), Economics
Pascack Hills High School 2004 — 2008
Atlantic Health November 2013 - Present
Northwestern Mutual May 2011 - February 2012
Skills
Market research..., All platforms of social..., SEO and online..., Microsoft-based..., Photoshop, InDesign and..., Able to speak basic...
Education
Quinnipiac University 2008 — 2012
Bachelor of Science (Marketing) / AACSB International Accreditation, Marketing; Minor in International Business
ALM Media, LLC October 2014 - Present
ALM September 2010 - October 2014
GMAC Commercial Finance October 2006 - June 2010
Northwestern Mutual June 2006 - October 2006
Skills
Analysis, Analytics, Microsoft Excel, Data Analysis, Microsoft Word, MS Excel Pivot Tables, Economics, Business Analysis, Editing, Vlookup, Survey Design, Tableau, Credit Analysis, Factoring, Magazines, Highly detail oriented, Questionnaires, Surveying, Survey Research, Trend Analysis, Qualtrics, Sales, Accounts Receivable, CRM, Social Media, Market Research, Project Management, Access, Strategy, Marketing Strategy
Education
Quinnipiac University - School of Business 2002 — 2006
Bachelor of Science (BS), Economics
Quinnipiac University - School of Business 2002 — 2006
Bachelor of Science (BS), Economics
Regent University October 2012 - Present
Northwestern Mutual 2014 - 2014
Carmike Cinemas February 2010 - August 2013
Polytech High School October 2008 - May 2011
Skills
Higher Education, Facebook, SPSS, Research, Public Speaking, Organization, Event Management
Education
Regent University 2011 — 2014
Bachelor of Science (BS), Psychology
American Federation of Musicians and Employers April 2014 - Present
Kohl's Department Store June 2007 - Present
SHI International Corp. February 2013 - April 2014
Food Bank of Monmouth and Ocean Counties December 2012 - February 2013
Ramapo College of New Jersey September 2009 - May 2012
Northwestern Mutual June 2011 - August 2011
Skills
Access, PowerPoint, Negotiation, Outlook, Spreadsheets, Microsoft Excel, Microsoft Word, File Management, Customer Service, Time Management, Data Entry, QuickBooks, Microsoft Office, Inventory Management, Retail, Budget, Process Scheduler, Administrative..., Teamwork, Sales, Management, Finance
Education
RAMAPO COLLEGE OF NEW JERSEY ANISFIELD SCHOOL OF BUSINESS 2008 — 2012
Bachelor of Science, Business Administration/Finance
Ramapo College of New Jersey 2008 — 2012
Bachelor of Science (B.S.), Finance, Accounting, 3.3/4.0
Middletown High School South 2004 — 2008
Northwestern Mutual May 2013 - Present
Vector Marketing 2011 - 2012
Skills
Sales Operations, Building Relationships, Time Management, Leadership, Competitive Analysis
Education
Ramapo College of New Jersey 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Northwestern Mutual June 2013 - August 2013
The VIII Marketing Firm - White Plains, NY June 2012 - July 2012
CUTCO Cutlery June 2011 - August 2011
Skills
Sales, Sports, Social Media, Social Networking, Business Development, Public Relations, Marketing Communications, Analysis, Negotiation, Press Releases, Presentations, Consumer Products, Sports Marketing, Sports Management, Sports Writing, Sports Nutrition, Cold Calling, Collaboration, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Facebook, Twitter, Instagram, Photoshop, Google Apps, Campaign Management, Social Media Marketing, Lead Generation, Strategy
Education
Quinnipiac University 2010 — 2014
Quinnipiac University School of Communications, Hamden, Connecticut 2010 — 2014
Public Relations and Communication, Business/Corporate Communications, Senior
Northern Valley Old Tappan 2006 — 2010
HS Graduation - Academic Studies, Business, Management, Marketing, and Related Support Services
Advanced Dentistry of Bozeman May 2015 - Present
WealthVest December 2014 - March 2015
Northwestern Mutual January 2014 - July 2014
Forte' Advertising August 2012 - May 2013
Regis University February 2011 - May 2011
USTA Colorado January 2011 - May 2011
Unity Boutique June 2010 - April 2011
Skills
Social Media Marketing, Social Media, Internal Communications, Marketing Research, Digital Marketing, Market Research, Advertising, Media Buying, Sports Marketing, Account Management, Adobe Creative Suite, Sponsorship, Market Planning, Project Management, Leadership, Management, Marketing Strategy, Social Networking
Education
Regis University 2008 — 2012
Bachelor of Arts (BA), Communication and Marketing
Fox Searchlight Pictures April 2011 - Present
Reich & Tang Funds October 2009 - May 2011
Polo Ralph Lauren June 2009 - September 2009
Tod's January 2009 - May 2009
Quinnipiac University August 2005 - May 2009
Northwestern Mutual March 2008 - December 2008
City Lights Television June 2008 - August 2008
FJC Security Services, Inc. June 2008 - August 2008
Skills
Marketing
Education
Quinnipiac University - School of Business 2005 — 2009
Sacred Heart Academy High School
Apex Tool Group, LLC September 2012 - Present
Apex Tool Group, LLC April 2012 - Present
Apex Tool Group, LLC September 2010 - April 2012
Cooper Tools April 2007 - January 2011
U.S. Nursing August 2005 - February 2007
Northwestern Mutual December 2003 - August 2005
Phill Long Saturn Of Denver 1998 - 2000
Skills
Strategy, Sales Operations, Management, Leadership, Sales, New Business Development, Marketing, Recruiting, Marketing Strategy, CRM, Training, Negotiation, Strategic Planning, Cold Calling, Retail, Sales Management, Key Account Management, Pricing, Temporary Placement, Competitive Analysis, Forecasting, Troubleshooting
Education
Colorado State University Red Rocks Community College
Bachelor of Liberal Arts; 2003 Associate of Arts, Speech Communication
Red Rocks Community College 1998 — 2000
AA, Liberal Arts
Warren Technical Institute 1996 — 1998
2 Year Technical Degree, Mechanics
Northwestern Mutual November 2010 - Present
Northwestern Mutual February 2009 - October 2010
AXA Advisors June 2008 - August 2008
Skills
Bookkeeping, Accounting, Financial Reporting, Excel, Reconciliation, Preparation, Timely, Financial Planning, Insurance, Business Analysis, Financial Analysis, Organizational..., Organizational..., Attention To Detail, Proactivity, MS Office Suite, Research, Fitness, Internal Communications, Financial Management, Budgeting, Microsoft Office, Access, Strategy, Account Reconciliation, QuickBooks, Internal Controls, Time Management, Budgets, Management, Microsoft Excel, Managerial Finance, Finance, Investments, Corporate Finance, Strategic Financial..., Financial Modeling
Education
Quinnipiac University - School of Business 2009 — 2011
MBA - Finance Concentration, Financial Management
Quinnipiac University - School of Business 2005 — 2009
BS, Finance
Christian Brothers Academy 2000 — 2005
MediaCom August 2015 - Present
Solving Kids' Cancer July 2015 - Present
Scarsdale Dental Group May 2015 - August 2015
Town Sports International August 2012 - October 2014
Northwestern Mutual May 2013 - September 2013
Skills
PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Social Networking, Teamwork, Time Management, Facebook, Event Planning, Management
Education
Ramapo College of New Jersey 2012 — 2015
Bachelor of Science (BS), Business Administration/Marketing
Northwestern Mutual May 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Leadership, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Time Management, Social Media, Social Networking
Education
Randolph-Macon College
Sweet Briar College
Allstate December 2013 - Present
The Kincheloe Agency of the Horace Mann Companies July 2012 - November 2013
Northwestern Mutual 2011 - July 2012
Bayer Health Care/Quintiles January 2011 - June 2011
Penn Veterinary Supply October 2009 - December 2010
Novo Nordisk Inc May 2002 - October 2009
Andrx Laboratories May 2001 - May 2002
Select Wines Inc May 1995 - May 2001
Skills
Disability Insurance, Long Term Care, Sales, Fixed Annuities, Long-term Care, Sales Management, Retirement, Term Life Insurance, Long Term Care Insurance, Account Management, Insurance, Strategy, New Business Development, Finance, Life Insurance, Retirement Planning, Property, Umbrella Insurance, Training, Series 63, Series 6, Customer Service, Team Building, Management, Marketing, Leadership
Education
Radford University 1988 — 1993
B.S., Political Science Major/History Minor
Quinnipiac University School of Health Sciences September 2015 - Present
Cablevision May 2015 - August 2015
Northwestern Mutual May 2014 - August 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Time Management, Leadership, Microsoft Office, Teamwork
Education
Quinnipiac University - School of Business 2012 — 2015
Bachelor's Degree, Finance, General
Quinnipiac University - School of Business 2012 — 2016
Master of Business Administration (M.B.A.), Finance, General
Pop2Life May 2015 - Present
Pop2Life May 2013 - May 2015
Pop2Life May 2012 - October 2012
Northwestern Mutual May 2011 - September 2011
Fox Industries, Inc. 2008 - 2010
Skills
Social Media, Market Research, Marketing, Social Media Marketing, Event Planning, PowerPoint, Social Networking, Microsoft Office, Event Management, Microsoft Excel, Research, Advertising, Facebook, Public Speaking, Management, Sales
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (B.S.), Economics, 3.5
FiveStars April 2015 - Present
Stanley Brothers Social Enterprises August 2014 - January 2015
Trulia November 2013 - September 2014
Northwestern Mutual February 2013 - September 2013
Perkins Motors October 2011 - October 2012
City of Colorado Springs February 2011 - October 2011
Tangent Outfitters June 2008 - June 2010
Skills
Customer Satisfaction, Customer Service, Negotiation, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Logistics, Inventory Management, Automotive, Direct Sales, Public Speaking, Community Outreach, Event Planning, Sales, Social Media, Team Building
Education
Radford University 2006 — 2010
Bachelors of Science, Parks, Recreation, and Tourism
Ameriprise Financial Services, Inc. April 2015 - Present
Northwestern Mutual January 2013 - February 2015
C&F Bank June 2007 - January 2013
Education
Radford University - College of Business and Economics 2005 — 2008
Finance, Economics
Varina High School
Merrill Lynch July 2014 - Present
UBS Wealth Management June 2010 - Present
JPMorgan Chase May 2013 - July 2014
UBS February 2009 - June 2010
Clever Devices November 2008 - February 2009
Northwestern Mutual August 2008 - November 2008
UBS Financial Services May 2008 - August 2008
Skills
Bloomberg Terminal, Bloomberg, Series 7, Series 63, PowerPoint, Microsoft Excel, Investments, Mutual Funds, Asset Allocation, Securities, Data Analysis, Fixed Income, Equities, Uniform Combined State..., Wealth Management, Financial Modeling, Strategic Financial..., Microsoft Office, Retirement Planning, Investment Strategies, CFA candidate
Education
Quinnipiac University 2004 — 2008
BS, Finance
Quinnipiac University - School of Business 2004 — 2008
BS, Finance
Quinnipiac University
Bachelor of Arts
IBM February 2015 - Present
IBM August 2012 - January 2015
IBM July 2011 - August 2012
The Millard Group June 2011 - July 2011
Olympic Steel April 2011 - May 2011
Northwestern Mutual June 2010 - August 2010
Skills
Business Development, Sales Process, Enterprise Software, Solution Selling, Business Analytics, Sales, Marketing, Business Intelligence, Salesforce.com, Lead Generation, Cloud Computing, SaaS, Account Management, Public Relations, Sales Enablement
Education
Quinnipiac University 2007 — 2011
Bachelors Degree, Public Relations and International Business
Cushing Academy 2003 — 2007
High School
Keyed Up Events February 2013 - Present
Whole Foods Market April 2014 - Present
Minnesota State Fair August 2004 - Present
La Belle Vie June 2013 - May 2014
Whole Foods Market April 2009 - April 2014
Axcept Media, LLC June 2012 - August 2013
Axcept Media, LLC August 2007 - October 2011
Williams-Sonoma, Inc. 2002 - 2009
Northwestern Mutual February 2002 - July 2007
Warner Bros. Entertainment Group of Companies 1994 - 2000
Skills
Social Media, Microsoft Office, Customer Service, Event Planning, Project Management, Microsoft Excel, Retail, Recruiting, Public Relations, Access, Interviews, Management, Leadership, Strategic Planning, Team Building, Sales, Human Resources, Public Speaking, Marketing Communications, Coaching, Training, Event Management, Time Management, Outlook, Microsoft Word, Marketing, Social Networking, Social Media Marketing, Account Management
Education
Rasmussen College 2010 — 2012
Associate's degree, Business Management - Human Resources
Rasmussen College 2010 — 2012
Associate of Arts and Sciences (AAS), Human Resources Management and Services
Northwestern Mutual August 2015 - Present
Utah Jazz February 2015 - August 2015
University of Utah - Employment May 2013 - August 2013
Skills
Financial Planning, Financial Services, Financial Advisory, Customer Service, Social Media, Marketing, Public Speaking, Leadership, Sports, Sales, Research, Microsoft Office, Time Management, Competitive, Social Networking, Account Management, Social Media Marketing, Event Planning, Team Building, Marketing Strategy, Client Relations, Coaching, Team Leadership, Teamwork, Organization Skills, Public Relations, Life Insurance
Education
Regis University 2012 — 2014
Bachelor's Degree, Communication, General
Snow College 2009 — 2012
Associate's Degree, General Studies
Northwestern Mutual July 2015 - Present
Quinnipiac University May 2015 - July 2015
American Diabetes Association May 2014 - August 2014
Fal-Rooney Sports Camp 2010 - August 2014
Running Dirty June 2013 - August 2013
Victoria's Secret December 2012 - January 2013
Ewing Sports February 2011 - May 2012
Skills
Instagram, Facebook, Microsoft Word, Public Relations, Sales, Twitter, Press Releases, Public Speaking, Time Management, Organization, Fashion, Social Networking, Cision, Sponsorship
Education
Quinnipiac University 2012 — 2016
Public Relations, Advertising, and Applied Communication, GPA 3.61/4.0
Cochlear July 2014 - Present
Denver CASA September 2013 - November 2014
Northwestern Mutual February 2013 - July 2013
Regis University August 2011 - April 2013
National Jewish Health January 2012 - May 2012
Skills
Community Outreach, Resume Writing, Public Speaking, Leadership Development, Higher Education, Teamwork, PowerPoint, Recruiting, Organizational..., Event Planning, Leadership, Human Resources, Nonprofits, Time Management, Fundraising
Education
Regis University 2010 — 2014
Major- Communication Minor(s)- Psychology and Business Management
Wheat Ridge
I-Engineering, Inc. July 2015 - Present
A. Duie Pyle, Inc. November 2014 - February 2015
Northwestern Mutual May 2014 - September 2014
Quinnipiac University May 2011 - August 2013
CareMedica May 2011 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Team Leadership, Motivation, Timely Decision Making, Business Decision Making, Information Processing, Influence Others, Result Oriented, Microsoft Office, Teamwork, Social Networking, Time Management, Leadership, Facebook, Sales
Education
Quinnipiac University - School of Business 2012 — 2015
Bachelor’s Degree, Business Administration and Management, General
Roger Williams University 2010 — 2012
Bachelor’s Degree, Business Administration and Management, General
Cheshire High School 2006 — 2010
High School
POMCO October 2015 - Present
POMCO July 2015 - Present
Sperry's Restaurant August 2014 - November 2014
Northwestern Mutual May 2014 - October 2014
Saratoga Stampede American Legion May 2013 - August 2014
Mueller Fitness Center August 2013 - June 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Access, Data Analysis, Leadership, Financial Analysis, Time Management, Risk Management, Strategic Planning, Insurance, Finance, Customer Service, Financial Planning, Research, Teamwork
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2012 — 2015
Bachelor's Degree, Business
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2012 — 2015
Management
Rensselaer Polytechnic Institute
Rensselaer Polytechnic Institute
Connecticut Financial March 2013 - Present
Northwestern Mutual May 2011 - March 2013
Northwestern Mutual July 2009 - June 2011
Skills
Retirement Planning, Strategic Financial..., Investments, Financial Analysis, Investment Advisory, Investment Management, Investment Strategies, Wealth Management, Financial Services, Microsoft Excel, Fixed Annuities, Series 7, Leadership, Financial Planning, Finance, Insurance
Education
Quinnipiac University - School of Business 2009 — 2011
Bachelor of Science, Finance, 3.7/4.0; Cum Laude
Merril Lynch Inc March 2015 - Present
Primerica February 2014 - March 2015
Lenscrafters December 2013 - March 2015
Northwestern Mutual May 2014 - August 2014
Sposato Masonry September 2012 - May 2014
JPMorgan Chase September 2011 - September 2012
Investors Savings Bank October 2009 - August 2011
Skills
Loan Origination, Mortgage Lending, Credit, Loans, Banking, Sales, Salesforce Training, Sales Management, Customer Experience, Customer Retention, Building Relationships, Relationship Management, Motivational Speaking, Operations Management, IT Solutions, Referrals, Networking, Finance, Financial Services, Creative Problem Solving, Risk Management, Cash Management, Consumer Lending, Mortgage Banking, Customer Service, Training, Cross Selling, Insurance, Retail Banking, Business Planning, Branch Management, Small Business Lending, Lines Of Credit, Commercial Lending, Wealth Management, Payments, SBA, Bank Secrecy Act
Education
Raritan Valley Community College
Liberal Arts and Sciences/Liberal Studies
Travel Insured International May 2015 - Present
Town of Wallingford July 2014 - December 2014
Pratt & Whitney October 2013 - July 2014
Hamden Hall Country Day School July 2008 - October 2013
Quinnipiac University September 2005 - June 2008
Masonicare October 2002 - September 2005
Bayer October 1999 - October 2002
Northwestern Mutual September 1995 - October 1999
Skills
Active Directory, Windows Server, DNS, Servers, Virtualization, Disaster Recovery, Backup Exec, Group Policy, WSUS, Network Administration, Hyper-V, Troubleshooting, Symantec Endpoint..., Powershell, Norton Ghost, System Deployment, DHCP, Data Center, Storage, Microsoft Servers, VMM, Scripting, HP Procurve, Trapeze/Juniper Wireless, Blackbaud, Cisco Routers, HP Proliant, Asigra, Deep Freeze, Spiceworks, Storage Management, Storage Architecture, 2008 R2, Symantec Backup, Switches, Server Administration, Symantec Antivirus, HP, System Administration, HP Server Hardware, Computer Security, Wireless, TCP/IP, Antivirus, Networking, Operating Systems, Hardware, Technical Support, First Class Email, FileMaker
Education
New Horizons 2013 — 2013
Microsoft Certification, Configuring and Troubleshooting Server Applications Infrastructure
New Horizons 2012 — 2012
Microsoft Certification, Implementing and Managing Microsoft Server Virtualization
Quinnipiac University 2007 — 2009
Master's Degree, Computer Information Systems
CTComp 2008 — 2008
MS Certified Technology Specialist, Windows Server 2008 Network Infrastructure: Configuration
Quinnipiac University 1999 — 2007
BS, Computer Information Systems, 3.7 GPA
Belles and Beaus Academy August 2015 - Present
La Petite Academy June 2015 - August 2015
Local Family August 2012 - March 2015
Advanced Circuits June 2010 - October 2010
Resource Management Systems July 2009 - September 2009
Northwestern Mutual October 2007 - June 2008
Northwestern Mutual, The Effner Financial Group May 2007 - October 2007
Media Resources Equipment Circulation September 2006 - April 2007
Skills
Outlook, Microsoft Word, Customer Service, Microsoft Excel, PowerPoint, Database Administration, Office Management, Administrative..., Online Research, Microsoft Office, Public Speaking, IDS, Research, Salesforce.com, Data Entry, Strategic Planning, Access, Non-profits, Insurance, Email Marketing
Education
Red Rocks Community College
Certificate, Early Childhood Education and Teaching
Wheaton College 2003 — 2007
B.A., Psychology
Quorum Review - Independent Review Board 2013 - Present
SLACK Incorporated 2005 - 2013
Northwestern Mutual 2009 - 2011
Education
Rasmussen College
Associate of Arts and Sciences (A.A.S.), Business, Management, Marketing, and Related Support Services
Northwestern Mutual May 2013 - Present
CSU Extension May 2010 - April 2013
Morgan Community College Foundation June 2009 - January 2010
Fort Morgan Small Business Development Center July 2008 - June 2009
Logan County Chamber of Commerce February 2002 - June 2008
Colorado Chamber of Commerce Executives 2007 - 2008
Sykes January 1993 - January 2002
Sykes Enterprises Incorporated 1991 - 2002
Education
Regis University 1993 — 1995
BSBA, Business
Northeastern Junior College 1991 — 1995
AGS, AA, certificate, business, general, aviation
CLTC designation training
CLTC designation training
CLTC designation training
Boeing June 2015 - Present
Rensselaer Polytechnic Institute August 2011 - Present
Northwestern Mutual July 2013 - August 2013
Northwestern Mutual May 2013 - July 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Data Analysis, Teamwork, Social Media, Matlab, Customer Service, Windows, HTML
Education
Rensselaer Polytechnic Institute 2011 — 2015
Bachelor's degree, Dual major - Business and Management / Mechanical Engineering
Shaker High School 2007 — 2011
Northwestern Mutual May 2015 - Present
Second Home Kitchen + Bar August 2009 - May 2015
Skills
CRM, Microsoft Office, Customer Service, Microsoft Excel, Finance
Education
Regis University 2005 — 2008
Bachelor of Science (BS), Finance
Heritage High School 2000 — 2004
High School Diploma
Rossco Crane and Rigging, Inc. March 2014 - Present
Buffalo Wild Wings November 2009 - Present
Northwestern Mutual September 2013 - January 2014
Total Workforce Solutions June 2013 - August 2013
St. Alexius Medical Center November 2011 - June 2013
Target April 2005 - November 2009
Skills
Time Management, Customer Service, Microsoft Word, Outlook, PowerPoint, Customer Satisfaction, Data Entry, Leadership, Management, Marketing, Microsoft Excel, Microsoft Office, Sales, Social Networking, Strategic Planning, Team Building, Team Leadership, Teamwork
Education
Rasmussen College-North Dakota 2010 — 2011
Associate's degree, Health and Medical Administrative Services
Corporate Synergies February 2014 - Present
Corporate Synergies April 2011 - February 2014
New York Life Insurance Company January 2011 - March 2011
Northwestern Mutual June 2010 - December 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Modeling, Financial Analysis, Social Media, Public Speaking, Financial Reporting, Facebook, Strategic Planning, Data Analysis, Outlook, Risk Management, Analysis
Education
Quinnipiac University - School of Business 2007 — 2011
Bachelor's degree, Finance, General
Quinnipiac University 2007 — 2010
Bachelor of Arts (BA), Finance
KPMG US June 2015 - August 2015
Wilkin & Guttenplan, P.C. January 2015 - April 2015
KPMG US June 2014 - December 2014
Northwestern Mutual December 2013 - May 2014
Club Monaco September 2013 - January 2014
Skinny News Magazine July 2013 - August 2013
Do Something April 2013 - June 2013
MAO Public Relations August 2012 - April 2013
Joey Showroom February 2012 - August 2012
Skills
Leadership, Finance, Accounting, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Statistics, Calculus, Event Planning, Facebook, Management, Social Networking
Education
Ramapo College of New Jersey 2013 — 2016
Bachelor of Science (B.S.), Accounting; Minor in Economics and International Business, 3.8/4.0
The American Business School Paris 2015 — 2015
Economics
Bergen County Technical High School, Teterboro 2009 — 2013
Strategic Asset Management, 4.0/4.0
Northwestern Mutual January 2009 - Present
Education
Regis University 2005 — 2009
Bachelors, Business Finance, Economics
Evergreen High School 2001 — 2005
MEDITECH June 2015 - Present
MEDITECH June 2009 - June 2015
Cadence Inc. November 2008 - March 2009
Bill's Auto Parts 2009 - 2009
Northwestern Mutual February 2008 - May 2008
Walker & Associates, LLP September 2007 - December 2007
Health Policy Associates June 2005 - December 2007
Mann & Mitchell, Attorneys at Law May 2007 - August 2007
Skills
Microsoft Excel, Visio, Data Management, Outlook, PowerPoint, Microsoft Office, Medical Devices, Research, Microsoft Word, Marketing, Market Research, Social Media, Technical Training, Troubleshooting, Software Documentation, Leadership, Cross-functional Team..., Cross-functional...
Education
Quinnipiac University 2004 — 2008
Bachelor's, Entrepreneurship & Small Business Management
Quinnipiac University - School of Business 2004 — 2008
BS, Entrepreneurial and Small Business Operations
Bishop Feehan High School 2000 — 2004
Farnam Street Financial May 2014 - Present
Lyn Lake Chiropractic March 2013 - 2014
Northwestern Mutual June 2012 - April 2013
Lyn Lake Chiropractic April 2009 - July 2012
Juut Salonspa June 2008 - April 2009
Marriott Hotel Southwest 2005 - 2006
Skills
Customer Service, Outlook, Data Entry, Microsoft Word, Wellness, Phone Etiquette, Therapeutic Massage, Microsoft Excel, Social Networking, Time Management, Harmony, Access, Fitness, Office Management, Administrative Assistant, Organizational..., Organizational..., Process Management, Positivity, CRM, Public Speaking, PowerPoint, Sales, Microsoft Office, Leadership, Management
Education
Rasmussen College-Minnesota 2006 — 2008
AAS, Therapeutic Massage and General studies
Kaplan Professional Schools 2012 — 2012
Insurance license, Accident, Life and Health
Rhinelander Autobody LTD. 2011 - 2014
Northwestern Mutual April 2013 - September 2013
Brynwood Country Club May 2012 - August 2012
Grand Prix New York March 2010 - June 2010
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Marketing, Microsoft Word, Creative Strategy, Mac OS X, Social Media Marketing, Social Networking, Customer Service, Facebook, Public Speaking, Electronic Engineering, Windows, iWork, Event Planning, Leadership, Teamwork, Time Management, Research, Project Management, Management, Sales, Entrepreneurship, Finance, Photoshop
Education
Quinnipiac University 2014 — 2015
Master of Business Administration (M.B.A.)
Quinnipiac University 2010 — 2014
Bachelor's Degree, Entrepreneurship and Small Business Management
Northwestern Mutual October 2014 - Present
Liberty Mutual Insurance March 2013 - October 2014
Best Buy September 2011 - March 2013
Best Buy April 2007 - September 2011
Best Buy April 2003 - April 2007
Olympia Sports January 2003 - April 2003
LIDS Sports Group February 2002 - January 2003
Skills
Customer Experience, Sales Management, Retail, Direct Sales, Consultative Selling, B2B, Account Management, Retail Management, Store Management, Selling, Customer Satisfaction, Merchandising, Loss Prevention, Sales, Product Management, Management, New Business Development, Strategic Partnerships, Training, Business Development, Coaching, Marketing, P&L Management, Performance Management, Pricing, Marketing Strategy, CRM, Income Statement, Time Management, Negotiation, Key Account Management, Sales Operations, Hiring, Customer Retention, Profit, Cold Calling, Inventory Management, P&L, Leadership, Sales Process, Inventory Control, Networking, Team Leadership, Team Building, Sales Presentations, Customer Service, Teamwork, Employee Training, Cross-functional Team..., Retail Sales
Education
Quinsigamond Community College 2009 — 2013
Associate of Science (A.S.), Business Administration and Management, General, 3.6
Suffolk University 2000 — 2001
Computer and Information Systems Security/Information Assurance
Wentworth Institute of Technology 1999 — 2000
Computer Engineering
Oxford High School
Northwestern Mutual June 2015 - Present
Suffolk Y Jewish Community Center June 2010 - August 2015
Ghost Armor May 2014 - August 2014
Island Sports Physical Therapy April 2011 - August 2012
Skills
Microsoft Office, Microsoft Word, Research, PowerPoint, Microsoft Excel, Social Media, Teamwork, Sales, Marketing, Time Management, Public Speaking, Customer Service, Social Networking, Event Planning
Education
Quinnipiac University - School of Business 2012 — 2016
Commack High School 2008 — 2012
Advanced Regents Diploma
Northwestern Mutual March 2015 - Present
New York State Department of Agriculture & Markets, Division Food Safety & Inspection February 2014 - February 2015
Pace Analytical Services, Inc. July 2007 - January 2014
GE September 2005 - July 2007
SIGroup May 2002 - September 2004
College of St. Rose September 2001 - August 2002
GE May 1999 - August 2000
Skills
Quality Assurance, Quality Control, Quality Auditing, Quality Management, Environmental Science, Organic Chemistry, Six Sigma, Chemistry, Analytical Chemistry, Polymers, Inorganic Chemistry, Personal Finance, Corporate Finance, Financial Planning, Minitab, Environmental Compliance, Environmental Policy, Chemical Engineering, Chemical Process..., Chemical, Protein Chemistry, Laboratory Safety, Industrial Safety, Technical Training, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Semiconductor..., Semiconductor Industry, Semiconductor Process, Semiconductor Failure..., Semiconductor Process..., Printed Circuit Board..., Electronic Circuit..., Integrated Circuit..., Manufacturing, Lean Manufacturing, Statistics, Process Control
Education
Rensselaer Polytechnic Institute 2001 — 2003
Master of Science (MS), Polymer Chemistry
State University of New York at Albany 1995 — 1999
Bachelor of Science (BS), Biochemistry and Molecular Biology
Shaker High School
Northwestern Mutual May 2015 - Present
Beer Capitol Distributing Co., Inc. May 2014 - January 2015
Tripoli Country Club June 2011 - August 2013
Skills
Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Customer Service, Event Planning, Teamwork, Social Media, Time Management, Sales, Research, Marketing, Social Networking
Education
Regis University 2013 — 2017
Finance, General
Marquette University High School 2009 — 2013
Brightbox, Inc. August 2015 - Present
flok - get rewarded June 2012 - July 2015
News America Marketing September 2011 - June 2012
News America Marketing June 2010 - September 2011
Northwestern Mutual June 2009 - August 2009
Skills
Cold Calling, Sales, Marketing, Advertising, Social Media Marketing, Competitive Analysis, New Business Development, Mobile Devices, Online Advertising, Account Management, CRM, Microsoft Office, Integrated Marketing, Digital Marketing, Social Media, Salesforce.com, Marketing Strategy
Education
Quinnipiac University - School of Business 2006 — 2010
BS, Marketing
American Institute for Foreign Study 2009 — 2009
Public Relations, Retail Marketing and Italian Culture
Kellenberg Memorial High School 2002 — 2006
Northwestern Mutual April 2014 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Access, Outlook, Financial Analysis, Insurance, Accounting, Finance, Banking, Financial Reporting, Risk Management, Time Management, Social Networking, Social Media, Facebook, Social Media Marketing, Public Speaking, Marketing, Leadership, Sales, Research, Sports, Management, Teamwork, Strategic Planning, Investments, Team Building, Writing, Project Management, Analysis, Financial Planning, Strategy, Creative Writing, Portfolio Management
Education
Quinnipiac University 2008 — 2010
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
University of Connecticut 1988 — 1992
Xavier High School 1984 — 1988
TJX December 2013 - Present
GE Oil & Gas May 2013 - December 2013
GE January 2011 - May 2013
Northwestern Mutual May 2008 - April 2009
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Financial Modeling, Forecasting, Data Analysis, Microsoft Excel, PowerPoint, Project Finance, JD Edwards, Business Objects, Hyperion Planning, Mergers & Acquisitions, Finance
Education
Quinnipiac University - School of Business 2007 — 2010
Bachelor's degree, Accounting
Northwestern Mutual March 2012 - Present
Golden Corral, Franchise July 2007 - February 2012
Skills
Sales, Budgets, Training, Account Management, Customer Service, Marketing, Hospitality, Finance, Insurance
Education
Randolph-Macon College 1999 — 2003
Bachelor of Science (B.S.), Business/Economics
General Assembly March 2015 - Present
Main Street Hub September 2014 - March 2015
Yelp January 2014 - September 2014
Northwestern Mutual May 2011 - August 2013
Lessing's Catering January 2008 - September 2010
Captain Bill's January 2004 - June 2009
Skills
Market Research, Marketing, Financial Analysis, Finance, Photoshop, Risk Management, Morningstar, Recruiting, Investments, Sales Operations, Digital Marketing, Data Analysis, Strategic Financial..., Wealth Accumulation, Wealth Management..., Retirement Planning, Bloomberg Terminal, Asset Allocation, International Relations, Staffing Services, InDesign, Dreamweaver, Illustrator, Front-end Development, Back-end Development, User Experience, User Interface Design, Product Management, JavaScript, Ruby on Rails, HTML5, CSS, C#, CRM, Admissions Counseling, Swift, MongoDB, jQuery
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor of Science, International Business
Northwestern Mutual September 2015 - Present
JMS Builders/Developers, Inc. May 2014 - August 2015
JMS Builders/Developers, Inc. 2010 - 2012
Skills
Time Management, Leadership, Microsoft Excel, Notary Public, Microsoft Office, PowerPoint, Customer Service, Strategic Initiatives, Customer Satisfaction, Team Leadership, Microsoft Word, Public Speaking, Social Media, Teamwork, Social Networking, Facebook, Management, Marketing, Sales, CPR Certified, First Aid, Project Management
Education
Radford University - College of Business and Economics 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General
Virginia Western Community College 2009 — 2012
Associate's degree, Business Administration and Management, General
Dealer.com May 2014 - July 2014
Northwestern Mutual March 2014 - April 2014
Hickok & Boardman HR Intelligence August 2012 - February 2014
Visiting Nurse Association of Chittenden and Grand Isle Counties 2010 - 2012
Dwight Asset Management 2000 - 2009
Skills
Customer Service, Recruiting, Microsoft Office, Outlook, PowerPoint, Social Media, Microsoft Excel, Benefits Administration, Human Resources, Event Planning, Microsoft Word, Onboarding, Project Management, Client Relations Skills, Data Analysis, Insurance, Employee Relations, CRM, Employee Benefits, Leadership, Management
Education
Montpelier High School
Ramapo College of New Jersey
Business Administration and Management, General
Estes Express Lines May 2014 - Present
Estes Express Lines December 2013 - May 2014
Tidewater Home Mortgage Group, Inc September 2012 - November 2013
Northwestern Mutual April 2012 - August 2012
Commonwealth Boat Brokers May 2011 - April 2012
First Investors Corporation January 2010 - January 2010
Skills
Refinance, New Home Purchase, Virginia Home..., Interpersonal..., Microsoft Office, Calyx Point, FHA, FHA financing, VA loans, Conventional Mortgages, Banking, Mortgage Lending, Loan Origination, Finance, Investments, Risk Management, Loans, Microsoft Word, Public Speaking, PowerPoint, Customer Service
Education
Randolph-Macon College 2007 — 2011
Bachelor of Arts (B.A.), Economics and Business
Husky Energy September 2014 - Present
Northwestern Mutual June 2013 - May 2014
Central Energy June 2012 - August 2012
Marlon Miller AG May 2009 - August 2012
Harvey farms ltd 2000 - August 2011
Skills
Process Scheduler, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Social Media, English
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (BS), Finance
Bankers Life April 2015 - Present
MassMutual Financial Group 2013 - June 2015
Northwestern Mutual May 2012 - July 2013
Skills
Life Insurance, Employee Benefits, Customer Service, Entrepreneurship, Long-term Care, Whole Life, Microsoft Word, Insurance, Marketing, Strategic Financial..., Loans, Management, Time Management, Disability Insurance, Credit, Term Life Insurance, Strategic Planning, Fixed Annuities, Long Term Care Insurance, New Business Development, Health Insurance, Finance, Small Business, Team Building, Sales, Business Strategy, Leadership Development, Public Speaking
Education
Ramapo College of New Jersey 1984 — 1989
Freehold township high school 1980 — 1984
Morrow & Co September 2012 - Present
Applied Portfolio Management-Quinnipiac Equity Portfolio August 2011 - May 2012
FED Challenge August 2011 - May 2012
Northwestern Mutual May 2010 - January 2011
Fastenal February 2009 - September 2009
Skills
Bloomberg Terminal, Morningstar, Capital IQ, Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Investments, Portfolio Management, Microsoft Word, Financial Analysis, Access, Outlook, Economics
Education
Quinnipiac University - School of Business 2008 — 2012
BS, Finance, Economics
Cheshire Academy 2004 — 2008
Northwestern Mutual June 2015 - Present
MarketCounsel June 2014 - August 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Teamwork, Research, Social Networking, Time Management, Facebook, English, Event Planning, Financial Analysis, Communication
Education
Quinnipiac University 2012 — 2016
Bachelor of Science (B.S.), International Business
Quinnipiac University - School of Business 2012 — 2016
Bachelor of Science (BS), International Busines with a concentration in Marketing
Morgan Stanley June 2014 - Present
Bank of America May 2013 - August 2013
Northwestern Mutual January 2013 - May 2013
The Port Authority of NY & NJ May 2012 - August 2012
Floyd Hall Enterprises May 2009 - May 2010
Skills
Self Driven, Microsoft Office, Bloomberg, Goal Oriented, Financial Management, Financial Accounting, Microeconomics, Macroeconomics, Business Communications, Travel, Microsoft Excel, Analysis, Management, Teamwork, Finance, Financial Analysis, Bloomberg Terminal, Strategic Financial..., Financial Modeling, Investments, Banking, Time Management, Auditing, Data Analysis, Insurance, Accounting, Capital IQ, PowerPoint, Credit, Critical Thinking, Fixed Income, Outlook, Microsoft Word, Leadership, Budgets, Derivatives, Financial Statement..., Process Improvement, Customer Service, Operations Management, Economics, Corporate Finance, Strategic Planning, Public Speaking, FINRA, Facebook, SharePoint, Equity Valuation, Investment Management, DCF
Education
Quinnipiac University - School of Business 2014 — 2015
Master of Business Administration (M.B.A.), Finance, General, 3.5
Quinnipiac University - School of Business 2010 — 2014
BS, Financal Management
American Institute for Foreign Study 2012 — 2012
International/Global Studies
Don Boco Prep High School 2007 — 2010
High School/Secondary Diplomas and Certificates
Fidelity Investments November 2011 - Present
CFA Institute July 2010 - Present
NEW YORK LIFE INSURANCE January 2009 - March 2010
Northwestern Mutual May 2008 - January 2009
Skills
Collateral Management, Euroclear, Corporate Actions, Fund Accounting, Fund Analysis, Fund Of Funds, Derivatives, Futures, Options, Volatility, Analysis, Corporate Finance, Financial Modeling, Investments, Valuation, Mark to Market, COLLINE - Risk..., Strategic Financial..., Macroeconomics, Cross-functional Team..., Complex Project..., Foreign Currency..., Volatility Arbitrage, Work in A Fast Paced..., Managing Deadlines, Bond Pricing, OTC, NAV Analysis, Mutual Funds, Financial Markets, Monetary Policy, Regression Models, International Economics, Equity Research, Capital Markets, Currency Exchange, Interest Rate Hedging, Financial Risk..., Fundamental Analysis, Technical Analysis, Airline Economics, Business Analysis, Program Implementation, Trading Strategies, US GAAP, IFRS, Institutional..., Investment Strategies, Hedge Accounting, Microsoft Excel
Education
CFA Institute 2010 — 2014
Rice University 2010 — 2010
Texas State University 2005 — 2008
Bachelor, Finance
Kingwood High School 2000 — 2004
Northwestern Mutual October 2011 - August 2014
Ameriprise Financial Services, Inc. 2009 - 2011
MassMutual Financial Services 1996 - 2008
Connecticut Mutual Life Insurance Co. 1993 - 1996
Aetna Life & Casualty 1982 - 1992
Skills
Leadership, Strategic Financial..., Finance, Strategic Planning, Event Planning, Research, Fundraising, Social Media, Strategy, Insurance, Process Improvement
Education
Rensselaer Polytechnic Institute
Master of Business Administration (MBA)
Skidmore College
Bachelor of Science
Northwestern Mutual 1996 - Present
Jefferson Pilot Financial January 1995 - February 1996
Skills
Leadership, Sales, Finance, Customer Service, Management, Team Building, Marketing, Wealth Management, Insurance, Retirement Planning
Education
Radford University 1990 — 1994
B.S., Criminal Justice
Cape Henry Collegiate 1983 — 1989
Hammond Iles Wealth Advisors June 2014 - August 2015
Northwestern Mutual May 2014 - June 2014
Brewers Bruce and Johnsons Marina May 2013 - August 2013
Skills
Customer Service, Teamwork, Personal Finance, Microsoft Excel, Public Speaking, PowerPoint, Social Media, Microsoft Word, Finance, Portfolio Management, Financial Services, Financial Analysis
Education
Quinnipiac University - School of Business 2012 — 2017
Master of Business Administration (M.B.A.), Finance, senior
Oracle September 2013 - Present
Northwestern Mutual June 2013 - August 2013
Skills
Data Analysis, Access, Financial Analysis, Business Analysis, Long Term Care Insurance, Team Leadership, Business Strategy, Life Insurance, Leadership, Project Management, Analysis, Retirement Planning, Business Planning, Finance, PowerPoint, Microsoft Word, Risk Management, Wealth Accumulation, Management, Disability Insurance, Health Insurance, Information Technology, Mobile Technology, Financial Risk, Estate Planning, Technical Analysis, Hospitality, Strategy, Long Term Business..., Insurance, Technology Management, Technology Integration, Hospitality Consulting, Hospitality Projects, Operations Management, System Testing, Site Analysis, Agile Testing, Hospitality Industry, Management Consulting, Hotel Asset Management, Technical Presentations, Technology Intelligence, Technical Data Analysis, Logistic Regression, Performance Testing, Requirements Analysis, Customer Service, Training, Sales
Education
Rensselaer Polytechnic Institute 2010 — 2013
Bachelor of Science (BS), Business & Management
Community School of Naples 2006 — 2010
High School
MoneyGuidePro (PIEtech, Inc.) June 2015 - Present
Northwestern Mutual October 2014 - June 2015
Northwestern Mutual May 2013 - October 2014
Northwestern Mutual 2013 - September 2013
Randolph-Macon College August 2010 - May 2013
Strange's Garden Center June 2010 - April 2013
WRIC-TV ABC 8 Richmond January 2013 - February 2013
Randolph-Macon College February 2011 - February 2013
Department of Juvenile Justice January 2012 - February 2012
Randolph-Macon College September 2009 - August 2010
Skills
PowerPoint, Microsoft Word, Research, Public Speaking, Customer Service, Event Planning, Leadership, Teamwork, Community Outreach, SPSS, Time Management, Microsoft Office, Fundraising, Access, Social Networking, Marketing, Sales, Critical Thinking
Education
Randolph-Macon College 2009 — 2013
Bachelor of Arts, Sociology
Midlothian High School
High School, Advanced Diploma
Triumvirate Environmental May 2014 - Present
Northwestern Mutual April 2013 - May 2014
Marc Fisher Footwear May 2012 - March 2013
Marc Fisher Footwear June 2011 - June 2012
Peak Resorts November 2010 - April 2011
Woodville Lacrosse Club May 2010 - October 2010
Skills
Leadership, New Business Development, Customer Service, Waste Management, Cold Calling, Account Management, Environmental Compliance, Environmental Consulting, Hazardous Waste..., Networking, Susatinability
Education
Quinnipiac University - School of Business 2006 — 2010
Bachelors, Finance
Bernstein Private Wealth Management August 2014 - Present
Bernstein Private Wealth Management 2008 - July 2014
Bernstein Private Wealth Management February 2012 - December 2012
United Launch Alliance (ULA) March 2006 - August 2008
CGI-AMS June 2005 - March 2006
Northwestern Mutual May 2004 - May 2005
Skills
Financial Analysis, Analysis, Financial Modeling, Asset Management, Data Analysis, Microsoft Excel, Series 7, Financial Advisory, Project Management, Strategic Financial..., Wealth Management, Investments, Portfolio Management, Finance, Corporate Finance, CRM
Education
Rensselaer Polytechnic Institute 2001 — 2005
BS, Management
Scottrade December 2014 - Present
Ideal Concepts, Inc. October 2014 - December 2014
Northwestern Mutual September 2013 - June 2014
MetLife January 2002 - August 2013
J. Aron and Company an affiliate of Goldman Sachs October 1988 - April 2001
Education
Quinnipiac University 1975 — 1979
BS, Marketing Management
Oyster Bay High School 1971 — 1975
athenahealth July 2013 - Present
athenahealth June 2012 - Present
athenahealth February 2011 - June 2012
Northwestern Mutual June 2009 - January 2010
Northwestern Mutual Life June 2009 - January 2010
The Vanguard Group July 2007 - June 2009
Skills
Process Improvement, CRM, Business Analysis, Project Management, Data Analysis, Visio, Cross-functional Team..., SDLC, Program Management, Vendor Management, Microsoft Excel, SQL, Microsoft Office, Analysis, Requirements Analysis, Leadership, SharePoint, Software Documentation
Education
Villanova University 2010 — 2011
Masters, Finance
Rensselaer Polytechnic Institute 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2003 — 2007
Bachelors, Management
Radnor High School
Atlantic Tele-Network, Inc. June 2011 - Present
Triumph, Inc February 2010 - August 2010
International Planning Group, Inc November 2007 - March 2009
Zimmer Spine formerly Endius Inc June 2005 - October 2007
Levitronix 2001 - 2005
WBT Systems 1999 - 2000
Asymetrix 1997 - 1999
Northwestern Mutual 1985 - 1989
Skills
Succession Planning, Human Resources, Employee Relations, Recruiting, Performance Management, Employee Benefits, Deferred Compensation, Training, Management, Benefits Administration, Personnel Management, Leadership, Hiring, Job Descriptions
Education
Regis College 1980 — 1999
Bachelor of Arts (BA), Management
Fontbonne Academy
Northwestern Mutual January 2007 - Present
Charlottesville City Schools 2005 - 2006
State Farm Insurance 2002 - 2005
Education
University of Virginia 1997 — 2001
BA, Economics
Regent University
Leo Burnett March 2014 - Present
Northwestern Mutual January 2013 - February 2014
Leo Burnett / Concierge Unlimtied June 2008 - October 2012
Skills
Social Media, Event Planning, Event Management, Microsoft Office, PowerPoint, Microsoft Word, Hospitality, Food, Client Development, Account Management, Advertising, Social Media Marketing, Social Networking, Marketing, Facebook
Education
Quinlan School of Business, Loyola University Chicago 2006 — 2008
MBA, HR and Marketing
University of Kansas 2001 — 2005
Journalism, strategic communications
Credit Capital Investments August 2012 - Present
Jefferies & Company June 2011 - August 2011
Northwestern Mutual May 2010 - January 2011
Skills
Bloomberg, Capital IQ, Morningstar, Bloomberg Terminal, Investments, Microsoft Excel, PowerPoint, Financial Modeling, Financial Analysis, Microsoft Office, Fixed Income, Oil Industry, Refining, Equities, Equity Research, Macro Analysis, Economics, Analysis, Risk Management, Valuation, Management
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor of Science, Finance and Economics
Seton Hall Preparatory School 2004 — 2008
Highschool
IGT April 2013 - Present
Bryant Associates May 2008 - January 2013
VHB 2004 - 2007
Shekarchi Law Office 2001 - 2003
Northwestern Mutual April 2000 - March 2001
Skills
Executive Support, Administration, Administrative..., Office Management, Expense Reports, Calendars, Scheduling, Travel Arrangements, Microsoft Office, Microsoft Word, Microsoft Excel, Filing, Data Entry, Project Management, Business Correspondence, Event Planning, Legal Writing, Management, PowerPoint, Research, Wordperfect, Lotus Notes, Customer Service, Coordination, Outlook
Education
Roger Williams University
Paralegal Studies
Rhode Island College 1981 — 1982
Criminology/Social Work
Haverlock, Estey & Curran, LLC November 2013 - Present
Wells Fargo Advisors, LLC October 2010 - November 2013
Northwestern Mutual January 2010 - October 2010
Skills
Strategic Financial..., Investments, Securities, Mutual Funds, Financial Analysis, Retirement Planning, Series 7, Asset Allocation, Finance, Equities, Retirement, Estate Planning, Asset Management, Fixed Annuities, Series 6, Life Insurance, Long Term Care Insurance, Disability Insurance, IRAs, Loans, Credit, Insurance
Education
Quinnipiac University 2005 — 2009
Bachelor's degree, Finance/Accounting
Stryker July 2013 - Present
The Great Atlantic & Pacific Tea Company April 2012 - July 2013
FXall May 2011 - April 2012
Ferrari North America December 2009 - May 2011
Sedgwick & Cedar 73 January 2006 - December 2009
Northwestern Mutual 2006 - 2008
Select Business Solutions 2000 - 2006
Skills
Financial Analysis, Forecasting, Financial Modeling, Process Improvement, Strategic Planning, Microsoft Excel, Analysis, Financial Reporting, Business Strategy, Budgets, Finance, Customer Service, Strategic Financial..., Accounting, Access, Data Analysis, Six Sigma, Financial Planning
Education
Quinnipiac University - School of Business 2007 — 2009
MBA, Finance & Marketing
Stonehill College 2003 — 2007
Bachelor's, Business Management
Regis University 2011 - Present
Front Range Community College August 2013 - Present
Community College of Aurora January 2013 - Present
Northwestern Mutual 2006 - 2010
Skills
Public Speaking, Customer Service, Strategic Planning, Account Management, Business Planning, Community Outreach, Leadership, Marketing, Leadership Development, Event Planning, Coaching, Staff Development, Recruiting, Training, Higher Education, Research
Education
University of Denver
Doctor of Philosophy (Ph.D.), candidate for Ph.D in Communication Studies
Regis University 2011 — 2013
Master of Arts (MA), Communication
UNCC 1992 — 1995
Master of Arts (MA), English Language and Literature, General
UNCC 1985 — 1990
Bachelor of Arts (BA), English Language and Literature/Letters
TriZetto Corporation March 2013 - Present
AutoNation, Inc. April 2010 - November 2013
AutoNation April 2012 - July 2012
Northwestern Mutual August 2008 - March 2010
University of Colorado at Boulder March 2005 - 2008
Skills
Customer Service, Time Management, Competitive Analysis, Email Marketing, Outlook, Social Media, Public Speaking, PowerPoint, Microsoft Excel, Networking, Team Leadership, Sales, Microsoft Office, Coaching
Education
Regis University 2013 — 2015
Master's degree, Health Industry Leadership and Operations Management
University of Colorado Boulder 2001 — 2004
Bachelor's, Psychology with an emphasis in Neuroscience
Northwestern Mutual January 2014 - Present
Northwestern Mutual Financial Network November 2003 - January 2014
NASDAQ 2000 - 2003
Education
University of Connecticut - Stamford 1996 — 1999
BA, English
Quinnipiac University 1994 — 1996
St. Thomas
Merrill Lynch January 2012 - Present
Innotech October 2010 - January 2012
Northwestern Mutual May 2010 - July 2010
Health Markets November 2008 - March 2009
Skills
Series 7, Series 66, Portfolio Advisor PIA..., Financial Analysis, Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Investments, Securities, Portfolio Management, Financial Advisory, Strategic Financial..., Investment Advisory, Equities, Fixed Income, Investment Strategies, Uniform Combined State..., Valuation, Finance, Alternative Investments, Asset Management, Bonds, Capital Markets, Financial Markets, Financial Planning, Investment Management, Strategic Planning, Trading, Financial Services
Education
Quinlan School of Business, Loyola University Chicago 2009 — 2010
MBA, Finance, Information Technology
Youngstown State University 2002 — 2005
Bachelor of Science, Biology, Chemistry
KeyPoint Government Solutions December 2014 - Present
KeyPoint Government Solutions March 2012 - December 2014
USIS February 2010 - February 2012
Northwestern Mutual September 2008 - October 2009
FOLIOfn June 2007 - September 2008
Skills
Background Checks, Private Investigations, Investigation, Physical Security, Surveillance, Security Operations, Security Management, Enforcement, Counterterrorism, Security Clearance, Internal Investigations, Criminal Investigations, Criminal Justice, Homeland Security, Protection, Firearms
Education
Radford University - College of Business and Economics 2004 — 2006
BA, Markting. Finance
Northwestern Mutual June 2014 - Present
Larksfield Place Retirement Communities, Inc. May 2013 - March 2014
Skills
Nonprofits, Teaching, Event Planning, Public Speaking, Microsoft Word, Microsoft Excel, Customer Service, Fundraising, Research
Education
Regent University 2006 — 2008
Master of Arts (M.A.), Theatre Studies
University of Oklahoma 1995 — 2002
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
Kapaun Mount Carmel 1994 — 1998
Charles River Development June 2012 - Present
Rensselaer Polytechnic Institute September 2011 - May 2012
Rensselaer Polytechnic Institute August 2010 - May 2012
Johnson & Johnson June 2010 - August 2010
Northwestern Mutual October 2009 - January 2010
Rensselaer Polytechnic Institute February 2008 - April 2009
Skills
Data Analysis, SQL, Market Data, Financial Databases, Finance, Matlab, Access, Microsoft Excel, Microsoft Office, Business Analysis, C++, Quality Assurance, Product Development, Program Management, Microsoft SQL Server, Financial Data
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2011 — 2012
M.S., Financial Engineering & Risk Analysis
Rensselaer Polytechnic Institute 2007 — 2011
B.S., Business & Management
Harvard Management Company July 2012 - Present
Northwestern Mutual September 2010 - August 2012
Northwestern Mutual September 2011 - July 2012
Cyclone Home Systems 2003 - 2009
Skills
Microsoft Excel, Customer Service, Team Building, Outlook, Investments, Public Speaking, Project Management, Event Planning, Microsoft Word, Social Media, Financial Analysis, Microsoft Office, New Business Development, Marketing, Contract Negotiation, Sales, PowerPoint, Visio, Leadership, Budgets
Education
Quinnipiac University 1999 — 2003
BS, Business Management
Steel Dynamics, Inc November 2011 - Present
First Investors Corporation January 2011 - January 2011
Northwestern Mutual June 2010 - August 2010
Education
Randolph-Macon College 2007 — 2011
Economics/Business, Economics and Business
Conntinuity Innovations, LLC May 2008 - Present
Northwestern Mutual November 2007 - May 2008
Education
Rhode Island College 2004 — 2008
B.S., Finance
Fernwood Investment Management LLC March 2010 - Present
Benoit Language Services August 2009 - Present
Northwestern Mutual September 2009 - January 2010
Skills
Speak Several Languages, Fluent in Spanish,..., Excellent interpersonal..., Demonstrated acheiver..., Spanish
Education
Regis College 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Regis College 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Northwestern Mutual May 2013 - Present
Education
Quinnipiac University 2011 — 2015
Finance, General
Northwestern Mutual December 2008 - Present
World Class Motorcars Inc. March 2003 - November 2008
J-K Pontiac November 2001 - March 2003
EDK Jewelry Inc. 1992 - 2001
Skills
Office Management, Office Administration, Accounting, Accounts Payable, Accounts Receivable, Tax Preparation, ADP Payroll, Microsoft Office, Peachtree, Quicken, Tracker, Dealer Networks, Notary Public, Employee Training, Human Resources, Licensing, Fraud Detection, Cost Accounting
Education
Rasmussen College-Minnesota 2011 — 2015
Bachelor of Science, Summa Cum Laude, Accounting, Cumulative GPA: 3.99