Prudential Financial
Industry: Insurance company
DescriptionPrudential Financial, Inc. is an American Fortune Global 500 and Fortune 500 company whose subsidiaries provide insurance, investment management, and other financial products and services to both retail and institutional customers throughout the United States and in over 30 other countries. Headquarters: Newark, New Jersey, United States CEO: Charles F. Lowrey (Dec 1, 2018–) Revenue: 59.69 billion USD (2017) Subsidiaries: PGIM, Gibraltar BSN, PFI Mega Life Insurance,
Prudential Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Prudential Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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16,065 Prudential Financial employees in database. Find out everything there's to know about Prudential Financial 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.
Prudential Financial Employees
DNN Corp. August 2014 - Present
Oracle 2013 - 2014
Banco Popular Dominicano June 2012 - August 2012
Prudential Financial June 2011 - August 2011
Bolsa de Valores de la Republica Dominicana June 2010 - August 2010
Skills
Bilingual in English..., Financial Analysis, Corporate Finance, Audio Post Production, PowerPoint, Economics, Microsoft Excel, Analysis, Social Media, Microsoft Word, Research, Financial Modeling, Microsoft Office, Finance, Banking, Spanish, Time Management, Business Development, Investments, Portfolio Management, Market Research, Due Diligence, Data Analysis, Sales
Education
Boston College
Bachelor of Science (BS), Finance Major, International Studies Minor (International Political Economy track)
UBS August 2011 - Present
Merrill Lynch June 2009 - August 2011
Bank of America October 2008 - June 2009
LaSalle Bank January 2005 - October 2008
Standard Federal Bank January 2002 - January 2005
Prudential Financial May 1998 - January 2002
Skills
Finance, Series 7, Wealth Management, Investments, Series 63, Financial Planning, Series 65, Series 6, Life Insurance
Education
Boston University 2008 — 2010
Certificate in Personal Financial Planning
University of Detroit Mercy 1993 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Borough of Manhattan Community College August 2012 - Present
Prudential Financial June 2015 - August 2015
New York State Senator Gustavo Rivera's District Office January 2014 - April 2014
Atlantic Coast Media Group April 2010 - August 2012
Atlantic Coast Media Group February 2009 - April 2010
Time Warner Cable August 2008 - January 2009
Tunstall Americas January 2005 - June 2008
Tunstall Americas 2005 - 2005
New York University September 2001 - May 2004
Skills
Customer Service, Sales, Team Building, Call Centers, Public Speaking, Leadership, Budgets, Customer Retention, Event Planning, Microsoft Excel, Sales Development..., PowerPoint, E-commerce, Email Marketing, Microsoft Office, Cross-functional Team..., Interviews, Lotus Notes
Education
Borough of Manhattan Community College 2009 — 2013
Associate of Arts (AA), Liberal Arts, GPA 3.85
Columbia University in the City of New York 2014 — 2016
Bachelor of Arts (B.A.), Financial Economics
Prudential Financial December 2014 - Present
Shift Forex May 2013 - August 2013
JCC Metrowest Camp Deeny Riback 2008 - 2012
Meridian Medical PC May 2009 - June 2010
Skills
Microsoft Office, Customer Service, Photoshop, Social Media, Teamwork, Public Speaking, SPSS, Research, PowerPoint, Budgets, Microsoft Excel, Data Analysis, Microsoft Word, Data Entry, English, Leadership, Financial Modeling, Analysis, Outlook, Time Management, Finance, Event Planning, Financial Analysis, Market Research, Public Relations, Nonprofits
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (BS), Finance; Management and Leadership
Bocconi University 2012 — 2012
Study Abroad
Morris County School of Technology 2006 — 2010
High School Diploma
Skylands Cycling January 2007 - May 2013
Skylands Cycling January 2007 - January 2011
Prudential Financial February 1999 - January 2001
Skills
Strategic Planning, Marketing Strategy, Team Building, Customer Service, Event Management, Marketing, Account Management, Coaching, Sales Management, New Business Development, Inventory Management, Social Media, Event Planning, Sales, Public Speaking, Budgets
Education
Peter Kump Culinary School in NY 1996 — 1997
Culinary, Culinary Arts/Chef Training
Johnson and Wales University 1995 — 1996
Culinary Arts/Chef Training
Boston University 1990 — 1994
Hospitality (Hotel and Restaurant management)
Pingry School 1985 — 1990
High School, 7th-12th
Prudential Financial April 2014 - Present
Boy Scouts of America November 2011 - May 2014
Prudential Financial June 2009 - April 2014
Prudential Financial October 2007 - June 2009
Borders October 2007 - March 2009
Freedmont Mortgage July 2007 - October 2007
Home123 January 2006 - March 2007
The Picture People October 2004 - January 2006
Foot Locker October 2003 - January 2005
Lady Foot Locker February 1996 - October 2003
Skills
Customer Service, Event Planning, Nonprofits, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Marketing, Strategic Planning, Project Management, Fundraising, Negotiation, PowerPoint, Microsoft Excel, Training, Analysis, Team Building, Leadership, Process Improvement
Education
Boston University 1988 — 1992
BS, Mass Communication
Elliott Management Corporation June 2015 - Present
Boston University August 2014 - Present
Boston University August 2014 - May 2015
Prudential Financial June 2014 - August 2014
Deloitte July 2014 - July 2014
Boston University September 2013 - May 2014
Neopost June 2013 - August 2013
Skills
Analysis, Recruiting, Data Analysis, Leadership, Competitive Analysis, Finance, PowerPoint, Microsoft Word
Education
Boston University 2012 — 2016
Bachelor of Science in Business Administration & Management, Finance, General ;Management Information Systems, General
Shelton High School 2008 — 2012
Prudential Financial June 2014 - Present
Church of The Sacred Heart August 2014 - March 2015
Brentwood Rehabilitation Center September 2012 - June 2014
Town of Berwick, Maine January 2013 - January 2013
Maine Historical Society May 2011 - August 2011
Skills
Customer Service, Public Speaking, Editing, English, Windows, Negotiation, Social Media, Historic Preservation, Community Outreach, PowerPoint, Research, Writing, Nonprofits
Education
Boston Architectural College 2013 — 2014
Master of Design Studies, Historic Preservation and Conservation
University of Maine at Farmington 2009 — 2012
Bachelor of Arts (BA), History
University of New Hampshire 2008 — 2009
B.A;, History
Deering High School 2004 — 2008
Diploma
Prudential Financial March 1994 - Present
Skills
Employee Benefits, Insurance, Negotiation, Customer Relations, Strategic Planning, Contract Negotiation, Customer Service, Account Management, Disability Insurance, New Business Development, Sales, Life Insurance, Sales Management, Estate Planning, Health Insurance, Coaching, Group Insurance, Leadership, Long-term Care, Fixed Annuities, Selling, Brokers, Underwriting, 401k, Retirement, Health Savings Accounts, Term Life Insurance
Education
Boston College - Carroll School of Management 1992 — 1996
MBA, Organizational Behavior
Colgate University 1982 — 1986
BA, Economics
Prudential Financial June 2004 - Present
Education
Rutgers University 1983 — 1989
BS, English
Boston College 1981 — 1983
R.G. McGraw Insurance Agency April 2013 - Present
Prudential Financial 2011 - 2013
Skills
Insurance, Strategic Planning, Risk Management, Account Management, Property & Casualty..., Commercial Insurance, Social Media Marketing, Life Insurance
Education
Boston University 2006 — 2010
Bachelor's degree, Economics
St. Xavier High School 2002 — 2006
Prudential Financial May 2015 - Present
MassMutual Financial Group December 2008 - May 2015
MassMutual Financial Group July 2007 - December 2008
Bingham McCutchen May 2004 - July 2007
Howrey LLP September 2001 - May 2004
Los Angeles Unified School District 1996 - 1998
Skills
Securities Regulation, Litigation, Investments, Legal Writing, Legal Advice, Internal Investigations, Antitrust, Broker-dealer Regulation, Insurance Regulation, Investment Adviser..., Social Media
Education
Boston College Law School 1998 — 2001
JD
Duke University 1992 — 1996
BA, History (with Honors)
Ameriprise Financial Services, Inc. March 2009 - Present
Smith Barney 2003 - 2009
Prudential Financial 1998 - 2003
Lev Brickman, Clinical Social Worker 1994 - 1998
Education
Boston University 1991 — 1993
Master of Social Work (M.S.W.)
Gordon College 1987 — 1991
Bachelor of Science (B.S.), Psychology
K.B. Genealogy & Research October 2005 - Present
Family History Researchers, Inc. September 2010 - January 2013
Generous Genealogist.com 2012 - 2012
Prudential Financial August 2000 - August 2005
Aetna US Healthcare July 1995 - August 2000
Skills
Public Speaking, Blogging, Online Research, New England Genealogy, Genealogy, Family History, Teaching, Research, Irish Citizenship By..., Naturalization Records, Irish Genealogy, Military Records, History, Books, Proofreading, Training, Technical Writing, Editing, Social Networking
Education
Boston University 2011 — 2011
Certificate in Genealogical Research
Lake Forest Graduate School of Management 1998 — 2000
M.B.A, General
Eastern Illinois University 1992 — 1994
B.A., Psychology
Corporation Service Company October 2011 - Present
USI Affinity January 2011 - June 2011
USI Affinity May 2006 - January 2011
Prudential Financial January 2001 - February 2003
Kemper Insurance February 2000 - January 2001
Reliance Direct March 1999 - February 2000
Health Partners of Philadelphia 1994 - 1997
Skills
Disability Insurance, Health Insurance, Employee Benefits, Underwriting, Life Insurance, Long-term Care, Property & Casualty..., Brokers, Health Savings Accounts, Benefits Administration, Direct Sales, Salesforce.com, Marketing, Telemarketing, Sales Presentations, Negotiation, Insurance, Sales, Customer Service, Team Building, Small Business, Term Life Insurance, Training, Recruiting, Professional Liability, B2B, Customer Retention, Account Management, Cold Calling, Selling, Networking, Leadership, Management, Accident, Claim, Sales Process, Call Centers, COBRA, Long Term Care Insurance, Relationship Management, Lead Generation, Commercial Insurance, New Business Development
Education
University of Pennsylvania - The Wharton School 2001 — 2003
Wharton Management Program
Temple University 1987 — 1989
B.A., Sociology
Boston University
bishop neumann
Nationwide Insurance November 2002 - Present
Prudential Financial August 1996 - October 2001
Zenith Insurance Company (United States) May 1991 - July 1995
Skills
Underwriting, Insurance, Claim, Risk Management, Financial Risk, Negotiation, Accounting, Policy, Property & Casualty..., Commercial Insurance, General Insurance, Liability, Casualty, Commercial Lines, Process Scheduler, Risk Assessment, Legal Liability, Professional Liability, Claims Management, Reinsurance, Workers Compensation
Education
Boston College 1986 — 1989
Bachelor of Arts (B.A.), English Language and Literature/Letters
Prudential Financial September 2011 - Present
WorkForce OutSource Services January 2011 - Present
Society of the 3rd Infantry division, U.S. Army December 2003 - Present
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2012
Borough of Manhattan Community College 2010 — 2011
Business Admin
Westchester Community College 2009 — 2009
Business management
Moody's Investors Service August 2012 - Present
Prudential Financial June 2011 - August 2011
HSBC June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Valuation, Fixed Income, Equity Research, Capital Markets, Equities, Corporate Finance, Derivatives, Financial Analysis, Quantitative Analytics, Economics, Bloomberg Terminal, Credit Risk, Analysis
Education
Boston College 2010 — 2012
Bachelor of Science (B.S.), Finance, General, 3.9/4.0
Syracuse University 2008 — 2010
B.S., Finance, Information Management Technology, 3.9/4.0
Barclays Wealth and Investment Management August 2014 - Present
Morgan Stanley Wealth Management September 2007 - August 2014
Morgan Stanley Wealth Management September 2006 - September 2007
Hold Brothers On-line Investment Services, LLC May 2005 - September 2006
Prudential Financial September 1996 - December 2004
Skills
Series 7, Trading, Securities, Series 63, FINRA, Fixed Income, Equities, Capital Markets, Investments, Bloomberg, Wealth Management, Banking, Financial Markets, Bonds, Options, FX Options, Finance, Alternative Investments
Education
Borough of Manhattan Community College
Fashion Institute of Technology
BBVA - Corporate and Investment Banking March 2015 - Present
Prudential Financial May 2014 - March 2015
Prudential Financial May 2013 - August 2013
Merrill Lynch Private Wealth Management May 2012 - August 2012
International Institute of Buffalo June 2010 - August 2010
Skills
Teamwork, Bloomberg, Microsoft Excel, Spanish, Social Media, English, Leadership, Microsoft Word, Public Speaking, French, PowerPoint, Market Research, Corporate Finance, Stata, Portuguese, SQL, Investment Banking, Data Management, Data Analysis, Microsoft Office, Customer Service, Risk Management, Private Equity, Quantitative Research, Photoshop, Research
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Economics, French, 3.5 / 4.0
Université Paris IX, Dauphine University 2012 — 2013
Franklin Square Capital Partners January 2015 - Present
Prudential Financial May 2013 - January 2015
SEI December 2010 - May 2013
Prudential Financial September 2010 - December 2010
InterContinental Hotels Group March 2009 - May 2009
Skills
Capital Markets, Investments, Mutual Funds, ETFs, Microsoft Excel, PowerPoint, Sales Support, Financial Reporting, Fund Accounting, Bloomberg Terminal, CRM, Financial Services, Financial Analysis
Education
Villanova University 2006 — 2010
Bachelor of Science, Business Management, Business Law and Corporate Governance
Boston University 2009 — 2009
BU Sydney Internship Program - Spring 2009
LaSalle College High School 2002 — 2006
Comunidad de Madrid October 2013 - June 2014
Senator John Heinz History Center June 2013 - August 2013
Web.com October 2012 - May 2013
Prudential Financial August 2012 - October 2012
SterlingHouse Publisher May 2010 - August 2010
Skills
Research, Public Speaking, Editing, Teaching, Copywriting, Blogging, Facebook, Proofreading, Copy Editing, Editorial, Customer Service, Journalism, Newsletters, Social Networking, Creative Writing
Education
Boston University 2014 — 2019
Doctor of Philosophy (Ph.D.), American and New England Studies Program (AMNESP)
University of Pittsburgh 2008 — 2012
Bachelor of Arts (B.A.), Philosophy, Creative Writing, Religious Studies
Prudential Financial 2008 - 2011
HVB 1999 - 2008
GIC 1998 - 1999
The Athena Group 1994 - 1998
Urban Land Institute 1992 - 1994
New York University 1991 - 1992
Skills
Asset Managment, Investment Management, Investment Strategies, Portfolio Management, Research, Real Estate, real estate investment, Alternative Investments, Equities, Securities, Product Specialists, portfolio specialist
Education
Boston College
New York University
G-Trade Services February 2006 - Present
Gameday Management 2009 - 2010
Ameriprise Financial Advisors 2005 - 2005
Charles Schwab 1995 - 2004
Prudential Financial 1988 - 1993
Prudential Financial 1988 - 1993
Skills
Series 7, Equities, Securities, Series 63, Trading, Investments, Financial Markets, Hedge Funds, Bloomberg, Asset Management, Alternative Investments, Equity Trading, Wealth Management, Risk Management, Fixed Income, Electronic Trading, Banking, Derivatives, FX Options, Capital Markets, Trading Systems, Mutual Funds, FINRA, Options, Customer Service, Project Management, Cross-functional Team..., Logistics, Team Leadership, Back Office, Microsoft Excel, Series 24
Education
Boston College 1984 — 1987
BA, Economics
Ramapo High School 1980 — 1983
Prudential Financial January 2013 - Present
The Hartford July 2012 - January 2013
TicketNetwork January 2012 - July 2012
TicketNetwork October 2011 - December 2011
Wethersfield Board of Education July 2011 - July 2011
Undergraduate Government of Boston College September 2007 - April 2011
TD Garden September 2010 - December 2010
Hartford Stage Company May 2010 - August 2010
NBC Connecticut May 2010 - August 2010
WGBH January 2010 - May 2010
Skills
Microsoft Office, Public Speaking, Final Cut Pro, Social Media, Social Networking, Public Relations, Video Production, Television, Broadcast Television, Pop Culture, Strategic Communications, Marketing Communications, Broadcast Writing, Editing, SEO, Media Relations, Event Management, Marketing
Education
Boston College 2007 — 2011
Bachelor of Arts, Communication
Wethersfield HS 2003 — 2007
Jung and Associates, PC September 2012 - May 2014
Prudential Financial May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Equities, Fixed Income, Financial Analysis, Microsoft Office, Microsoft Word, Asset Management, Access, Private Equity, Analysis, Research, Financial Modeling, Public Speaking, Data Analysis, Finance, Leadership, Management
Education
Fordham University Gabelli School of Business 2011 — 2015
Bachelor's Degree, Finance
Borough of Manhattan Community College 2010 — 2011
Associates, Marketing
PHD Worldwide January 2015 - Present
Starcom USA February 2013 - January 2015
Razorfish September 2012 - February 2013
Prudential Financial September 2010 - September 2012
Mediacom November 2007 - December 2009
Initiative Media; March 2007 - October 2007
Horizon Media February 2006 - March 2007
OMD April 2002 - February 2006
Skills
Media Strategy, Media Buying, DoubleClick, Media Planning, Digital Strategy, Mobile Marketing, Direct Response, Traditional Media, Digital Media, comScore, Integrated Marketing, Outdoor Advertising, Digital Marketing, Display Advertising, New Media, SEM, Rich Media, Atlas, Interactive Marketing, Nielsen, Strategy, Marketing, Advertising
Education
Boston University 1993 — 1997
B.A., Sociology
Aetna January 2014 - Present
Aetna May 2013 - Present
Prudential Financial January 2011 - May 2013
The Hartford December 2007 - November 2010
The Hartford October 2006 - December 2007
Lincoln Financial Group May 2000 - September 2006
Power Specialists Associates, Inc March 1985 - May 2000
Skills
Vendor Management, Outsourcing, Governance, Vendor Relations, Operations Management, Contract Management, Process Improvement, Program Management, Resource Management, Insurance, IT Governance, Strategic Planning, Negotiation, Performance Management, BPO, Infrastructure, Offshoring, Change Management, Cross-functional Team..., PMP, Integration, Sourcing, IT Outsourcing, Enterprise Software, Leadership, Business Process..., Project Management, PMO, Project Portfolio..., SDLC, IT Strategy, Management, Strategy, Management Consulting, Business Development
Education
Boston University 2006 — 2008
Masters Certificate in Project Management
Western New England University 1994 — 1995
MBA
Massachusetts College of Liberal Arts 1986 — 1990
Bachelor or Science, Business Administration
Prudential Financial September 2014 - Present
Prudential Financial April 2013 - August 2014
Symetra Financial January 2012 - March 2013
Symetra Financial December 2009 - December 2010
Symetra Financial November 2005 - December 2009
United States Attorney's Office 2003 - 2005
US Army January 1998 - December 2002
Skills
Budgets, Forecasting, Leadership, Management, Auditing, Factoring, Sales Operations, Marketing Strategy, Relationship Management, Customer Retention, Business Process..., Strategic Planning, Accounting, Start-ups, Finance, Due Diligence, Risk Management
Education
Boston University 2011 — 2013
Master's Degree
Saint Martin's University 2000 — 2002
BA
AOL July 2015 - Present
Microsoft March 2013 - July 2015
AT&T March 2011 - March 2013
Microsoft October 2009 - March 2011
Global Strategy Group March 2008 - August 2009
Hillary Clinton for President November 2007 - January 2008
Ernst & Young October 2006 - November 2007
Prudential Financial June 2005 - August 2005
Skills
Financial Modeling, Salesforce.com, Forecasting, Financial Analysis, Business Operations, Sales Analysis, Variance Analysis, Business Analysis, Microsoft Excel, Trend Analysis, Cross-functional Team..., Strategy, Financial Reporting, Budgets, Competitive Analysis, Analysis, Product Management, Management, Strategic Planning, Sales, Finance, Advertising, Data Analysis, Leadership, Market Research, Time Management, Business Development, Start-ups, Analytics
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2007
Masters, Financial Accounting
Boston College 2002 — 2006
B.S., Finance, Accounting
Time Warner Cable August 2013 - Present
National Financial Services 2011 - 2013
Prudential Financial November 2009 - September 2011
Citi May 2007 - August 2009
Citi October 2000 - May 2007
Skills
Series 7, Series 63, Fixed Annuities, Life Insurance, Trading, Long Term Care Insurance, High Net Worth..., Microsoft Office, Banking, Equities, Investments, Sales Operations, Life, 401k, Retirement, Financial Services, Asset Management, Finance, Mutual Funds, Portfolio Management, Retirement Planning
Education
August Martin High School 1993 — 1997
Aviation, Mathematics and Computer Science
Borough of Manhattan Community College
2016, Finance and Financial Management Services
Stradley Ronon September 2014 - Present
Brown Brothers Harriman April 2010 - August 2014
Apis Capital Advisors, LLC March 2008 - December 2009
Bank of America July 2007 - March 2008
US Trust September 2005 - July 2007
Prudential Financial September 2004 - September 2005
Schulte Roth & Zabel LLP November 2002 - September 2004
Dechert LLP August 2000 - November 2002
US Securities and Exchange Commission November 1997 - August 2000
US EPA May 1990 - November 1997
Skills
Hedge Funds, Securities Regulation, Alternative Investments, Securities, Mutual Funds, Private Equity, Financial Services, Financial Risk, Asset Management, Finance, Legal Compliance, Operational Risk..., Investment Management, Corporate Governance, Economics, Investment Advisory, Attorney, Compliance Regulations, UCITS, Legal Advice, Martial Arts, Public Speaking, Published Author, Closed-end Funds, Business Development..., Investment Banking, Investments, Real Estate Funds, Real Estate, Financial Product..., Due Diligence, Law, Asset Management Law
Education
The Catholic University of America, Columbus School of Law 1993 — 1997
Juris Doctor (J.D.)
Boston University 1986 — 1990
BA, Economics, Political Science, International Relations
Mondelēz International 2015 - Present
American International Group, Inc. (AIG) 2011 - 2014
Willis 2006 - 2011
Prudential Financial 1999 - 2006
Bozell 1996 - 1999
New York Life Insurance Company 1988 - 1996
Skills
HRIS, Human Resources, Talent Management, Employee Benefits, Employee Relations, Succession Planning, Recruiting, Benefits Administration, Performance Management, Budgets, Workers Compensation, Training, Interviews, Strategic Human..., Management, Onboarding, Leadership
Education
Saint John's University 1992 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
Boston University 1984 — 1988
Bachelor's degree, Business Administration and Management, General
CUNA Mutual Group January 2013 - Present
UBS January 2011 - August 2012
RBP of Florida LLC July 2004 - December 2010
Prudential Financial September 2001 - June 2004
CitiStreet 1992 - 2001
Travelers Life & Annuity 1988 - 1992
Education
Boston University 1982 — 1986
BA, Broadcasting & Film
Bank of America September 2015 - Present
Prudential Financial April 2015 - September 2015
Atrium Staffing November 2013 - March 2015
Trandon Associates February 2013 - November 2013
JAFI March 2012 - April 2013
East Coast Mortgage 2009 - 2012
Skills
Interviews, Employee Benefits, Hiring, Time Management, Internet Recruiting, College Recruiting, Talent Management, Applicant Tracking..., Onboarding, Financial Reporting, Contract Recruitment, Management, Staffing Services, Accounting, Budgets, Talent Acquisition, Technical Recruiting, Recruiting, Executive Search, Human Resources, Forecasting, Benefits Negotiation, Temporary Staffing, Networking
Education
Bonita Vista High School
Boston University
Master of Science in Business Administration
USIU
Bachelor of Arts (BA), International Relations
Fidelity Investments October 2011 - Present
Fidelity Investments August 2010 - October 2011
MacLean Agency October 2004 - August 2010
Prudential Financial October 2004 - August 2010
Education
Boston University 2013 — 2017
Master of Science (MS), Banking & Financial Services Management
New York University 2011 — 2012
Certificate in Financial Planning
Stockton University 1999 — 2004
Bachelor of Science (BS), Business Studies
Prudential Financial 2012 - Present
Prudential Financial 2011 - 2012
Opinion Research Corporation 2009 - 2011
HARVARD PILGRIM HEALTH CARE 2006 - 2008
FIDELITY INVESTMENTS 1999 - 2006
MANULIFE FINANCIAL 1996 - 1999
TRANS WORLD CONSULTANTS, LTD. 1993 - 1996
CF STIMMEL ASSOCIATES, INC. 1992 - 1993
NORTHROP GRUMMAN CORPORATION 1986 - 1991
Skills
Secondary Research, Data Analysis, Team Leadership, Research, Market Research, Market Intelligence, Financial Services, Strategic Planning, Competitive Intelligence, Segmentation, Marketing Research, Competitive Analysis, Business Strategy, Marketing Strategy, Cross-functional Team...
Education
Boston University School of Medicine
Mini-Med School Program
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1991
MBA, Marketing
Boston College 1981 — 1985
BA (2), Theology, Philosophy; Minor: Art History
PwC July 2015 - Present
PwC August 2014 - July 2015
Boston College January 2011 - May 2014
Bain & Company January 2013 - December 2013
Barclays May 2013 - August 2013
Prudential Financial June 2012 - August 2012
Alternative Conceptions June 2009 - August 2009
Skills
Leadership, Creativity, Communication, Microsoft Word, Microsoft Excel, PowerPoint, Lotus Notes
Education
Boston College 2010 — 2014
Bachelors of Arts, Applied Psychology & Human Development, Art History, Minor in Organizational Studies & HR Management
New York University 2012 — 2012
Paris Study Abroad Program, Art History
Flintridge Preparatory School 2004 — 2010
NetSuite TribeHR January 2014 - Present
NetSuite 2013 - January 2014
Undergraduate Government of Boston College May 2012 - May 2013
Prudential Financial June 2012 - August 2012
The Cognitive Affective Neuroscience Laboratory September 2010 - July 2012
Skills
PowerPoint, Event Management, Italian cuisine, Business Development, Microsoft Office, Large Scale Events, Microsoft Excel, Large-scale Event..., Strategy, Basic Italian, LexisNexis, CRM, ERP Software, HR Software, Business Strategy, Budgets, Public Speaking, Management
Education
General Assembly 2015 — 2015
Front End Web Development, HTML5, CSS3, JavaScript
Boston College
B.A., Psychology
SCAN Health Plan April 2010 - Present
Medco December 2002 - March 2010
Prudential Financial February 1990 - November 2002
Office of the Governor, State of New Jersey June 1986 - January 1990
ABC News March 1980 - May 1986
Skills
Lobbyist, Creative Writer, Film Production
Education
Jersey City State College 1976 — 1977
State of NJ teaching certificate
Boston College 1971 — 1975
Bachelor of Arts, English
Prudential Financial September 2010 - Present
MetLife September 2007 - September 2010
K&L Gates April 2006 - September 2007
Day Pitney LLP September 2004 - April 2006
Skills
Corporate Law, Commerical Transactions, Insurance Law, Insurance Regulatory, Business Counsel, Risk Assessment, Enterprise Risk..., Contract Negotiation, Contractual Agreements, Drafting Agreements, Commercial Litigation, Regulatory Affairs, Regulatory Analysis, Litigation, Litigation Management, Regulatory Filings, General Insurance, Disability Insurance, Dental Insurance, Life Insurance, Voluntary Employee..., Legal Compliance, Financial Regulation, Corporate Transactional, Insurance, Legal Research, Legal Writing
Education
Fordham University School of Law 2001 — 2004
JD, Law
Boston College 1997 — 2001
BA, Political Science
Queen's University Belfast 2002 — 2002
Law
University College Dublin 2002 — 2002
Law
University College Dublin 2000 — 2000
Political Science
Don Bosco Prep 1994 — 1997
High School
PYH 2013 - Present
Ameriprise Financial April 2010 - Present
Allison Financial Group 2008 - 2009
Smith Barney August 2006 - March 2008
Morgan Stanley May 2007 - October 2007
New England Financial 2005 - 2006
CCO Investments 2001 - 2005
Prudential Financial 1998 - 1999
Skills
Investments, Risk Management, Alternative Investments, Asset Allocation, Financial Services, Series 24, Relationship Management, Financial Planners, Uniform Combined State..., Life Insurance, Long-term Care, Disability Insurance
Education
Kaplan University 2002 — 2004
Bus Mgt, Business
Newbury College 1996 — 1998
Marketing, Business
Bridgewater State College 1995 — 1996
Bus Mgt
Boston Latin School 1989 — 1995
eVariant April 2012 - Present
Prudential Financial May 2010 - April 2011
The Hartford Insurance Group 1991 - May 2010
ING January 1999 - June 2007
Security Connecticut Life 1998 - 2001
Aetna 1991 - 1998
Skills
Camtasia, Captivate, Instructional Design, Learning Management, Blended Learning, Instructor-led Training, PowerPoint, Presenter, E-Learning, elearning, Salesforce.com, CRM, Training & Development, Dreamweaver, HTML, SnagIt, Training Delivery, Distance Learning, ADDIE, Online Training, WBT, E-learning Development, Web-based Training, Documentation, Software Training, Training, Staff Development, Needs Analysis, Software Documentation, Employee Training, Learning Management..., Organizational..., Leadership, Performance Consulting, Consulting, Onboarding, Strategy, Lectora, Performance Improvement, Adult Education, Hands-on Training
Education
Boston University 1998 — 1998
Certificate, Adult Learning
Hartford State Technical School 1981 — 1983
Study, Architectural Design
Simsbury High School 1974 — 1978
Diploma, College Curriculum
Webster Associates 2004 - Present
Congress Financial/Wachovia 1997 - 2003
Wachovia Capital Finance 1997 - 2003
Citizens Bank 1995 - 1997
shawmut bank 1990 - 1993
Chase Manhattan 1988 - 1991
Prudential Financial 1971 - 1980
Prudential Financial 1971 - 1980
Skills
Insurance, Commercial Lending, Asset Based Lending, Credit, Loan Origination, Cash Flow, Investment Banking, Management, Real Estate, Banking, Mutual Funds, Portfolio Management, Loans, Investments, Finance
Education
Boston College
BS, Accounting
Boston College
Rosenblatt Securities June 2015 - August 2015
Prudential Financial May 2015 - May 2015
GE Capital December 2014 - December 2014
Lehigh Country Club June 2013 - August 2014
GE Capital June 2014 - June 2014
Skills
Microsoft Excel, Microsoft Word, Statistics, Leadership, PowerPoint, Public Speaking, Teamwork, Time Management, Data Analysis, Finance, Social Networking, Research, Microsoft Office, Event Planning
Education
Boston College 2013 — 2017
Bachelor of Science (BS), Management
Parkland High School 2009 — 2013
High School Diploma
ZappiStore September 2015 - Present
Lightspeed GMI May 2013 - September 2015
Prudential Financial December 2012 - May 2013
Boston University August 2010 - August 2012
Sunset Cantina September 2011 - April 2012
The Observatory Hotel June 2010 - July 2010
Baumgart's Cafe June 2009 - August 2009
Skills
PowerPoint
Education
Boston University 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Cum Laude
Boston University 2008 — 2012
Bachelor of Science (B.S.), Hospitality Administration/Management, Magna Cum Laude
Cross MediaWorks, LLC May 2015 - August 2015
Prudential Financial June 2014 - August 2014
Self-Employed September 2012 - August 2013
St. Paul’s Church February 2012 - May 2013
Skills
Microsoft Excel, Public Speaking, MS Excel Pivot Tables, Process Improvement, Python, Tableau, Social Media, Economics, Mathematics, Teamwork, Time Management, Microsoft Word, PowerPoint, Management, Leadership, Microsoft Office, Research, Social Networking, Event Planning
Education
Boston College 2013 — 2017
Bachelor's degree, Economics and Finance Double Major Math Minor
Ramsey High School 2009 — 2013
High School
Beryl Investment Group, LLC April 2007 - Present
The PRICE Futures Group, Inc. October 2002 - Present
Wachovia Securities/Wells Fargo December 2000 - June 2001
Prudential Financial September 1994 - December 2000
Smith Barney July 1992 - September 1994
Member of the New York Merc & the Coffee, Cocoa & Sugar Exchanges February 1985 - July 1992
EF Hutton July 1976 - February 1985
Sunshine Mining Co. May 1970 - July 1976
Rafkind & Co. July 1963 - May 1970
Education
Boston University
Bachelor of Science (BS), Operations Management and Finance
Great Neck South High School
Liberty Mutual Insurance July 2014 - Present
Boston College September 2012 - May 2014
Prudential Financial 2013 - 2013
The Hanover Insurance Group June 2011 - August 2012
The Hanover Insurance Group June 2010 - June 2011
The Hanover Insurance Group June 2009 - June 2010
The Hanover Insurance Group June 2008 - August 2008
Skills
Project Management, Process Improvement, Third Party Vendor..., International Project..., Manage Operating Budgets, Quality Management, Analytical Skills, Leadership, Cross-functional Team..., Data Analysis, Business Strategy, Sourcing, Insurance, Outsourcing, Analysis, Risk Management, Strategy, Business Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Marketing Analytics and Product and Brand Management
Boston University - School of Management
Bachelor of Business Administration (B.B.A.), Finance and Law
Weichert Financial Services June 2013 - Present
Guaranteed Rate December 2012 - June 2013
Neighborhood Assistance Corporation of America November 2011 - November 2012
Prudential Financial June 2006 - November 2009
Skills
Financial Analysis, Finance, Mortgage Lending, Investments, Loans, Credit, Banking, Loan Origination, Credit Analysis, Underwriting, Mortgage Banking, Insurance, Accounting, Commercial Lending, Managerial Finance, Financial Statement..., Portfolio Management, Residential Mortgages, Private Equity, Real Estate Economics, Real Estate Transactions, Valuation, Investment Banking, Risk Management, Financial Services, Asset Management, Financial Modeling, Real Estate, Refinance, Strategic Financial..., Strategic Planning, Funding, Real Estate Financing
Education
Saint Peter's University 2007 — 2009
MBA, Finance
Boston College - Carroll School of Management 2001 — 2005
Bachelors of Science, finance
St. Benedict's Preparatory School 1997 — 2001
High School Diploma
Central Bank of Ireland June 2015 - Present
Central Bank of Ireland October 2014 - May 2015
Bowditch & Dewey, LLP September 2012 - August 2013
Prudential Financial June 2012 - September 2012
Boston College September 2008 - September 2012
The Irish American Partnership June 2011 - June 2012
Boston College Information Technology Services May 2011 - May 2012
Boston College Irish Society April 2011 - May 2012
Boston College May 2007 - April 2012
CVS Caremark Corporation September 2007 - January 2008
Skills
Web Design, Close Attention to..., Prioritize Workload, Microsoft Suites, Project Management, Event Management, Windows, Digital Art, WordPress, Social Networking, Photoshop, PHP, Marketing, Public Relations, JavaScript, CSS, HTML 5, MySQL, phpMyAdmin, Python, Ruby on Rails, Stata, SPSS, InDesign, Dreamweaver, AJAX, Westlaw, PACER, Elite, XML, Microsoft Office, Microsoft Excel, PowerPoint
Education
National University of Ireland, Galway 2013 — 2014
Master of Economic Science, International Finance, 4.00/4.00 GPA
Harvard University 2012 — 2013
Graduate Courses
Boston College 2008 — 2012
Bachelor of Arts, Economics & Political Science Majors; Irish Studies Minor, 3.38/4.00 GPA
National University of Ireland, Galway 2010 — 2010
Study Abroad, Political Science and Government
Catholic Memorial High School 2004 — 2008
4.32/4.00 GPA
Sun Life Financial August 2013 - Present
Prudential Financial May 2012 - July 2013
Sun Life Financial Distributors January 2011 - March 2012
Sun Life Financial March 2008 - January 2011
Sun Life Financial September 2007 - March 2008
Sun Life Financial October 2004 - September 2007
Sun Life Financial May 2002 - March 2004
Skills
Sales Process, Public Speaking, Financial Planning, Strategic Planning, Writing, Insurance, Estate Planning, Investments, Retirement Planning, Consultative Selling, Team Building, Coaching, Employee Benefits, Financial Services, Fixed Annuities, IRAs, Marketing, Mutual Funds, Retirement, Series 63, Selling, Series 7, Strategic Financial..., Strategy, Training, Life Insurance
Education
Suffolk University Law School 2004 — 2008
JD
Suffolk University - Sawyer School of Management 2004 — 2007
MBA
Saint Anselm College 1998 — 2002
BA, History
Cornell University 2011 — 2011
Online Graduate Certificate, Managing For Execution
Boston Latin School 1992 — 1998
UBS Financial Services, Inc. October 2001 - Present
A.G. Edwards March 1993 - October 2000
Prudential Financial 1992 - 1994
First NH Banks 1986 - 1992
Skills
Investments, Finance, Wealth Management, Capital Markets, Series 7, Retirement Planning, Mutual Funds, Asset Allocation, Portfolio Management, Alternative Investments, Asset Management, Series 63, Securities, Investment Advisory, Strategic Financial..., Estate Planning, Investment Strategies, Retirement, Equities, Fixed Income
Education
Boston University 2012 — 2013
School of Financial Planning, CFP Candidate
Southern New Hampshire University 1989 — 1992
BS, Economics / Finance
Concord High School 1980 — 1984
BS, Economics/Finance
BTR Consulting LLC June 2012 - Present
Morford & Dodds Realty Inc. September 2006 - September 2011
Prudential Financial September 1995 - November 2005
Deloitte & Touche September 1985 - September 1995
Skills
Project Management, Commercial Real Estate..., Management Consulting, Project Planning, Project Implementation, Problem Solving, Change Management, Real Estate, Process Improvement, Business Process..., Management, Strategy, Program Management, Business Analysis
Education
Rutgers University-New Brunswick 1985 — 1990
MBA, Finance
Boston College 1978 — 1982
BA, Accounting, Computer Science
Commonwealth Financial Group January 2005 - Present
Prudential Financial 1987 - 2005
Prudential Financial 1987 - 2005
Skills
Retirement, Investment Advisory, Financial Services, Estate Planning, Securities, Financial Planners, Employee Benefits, Retirement Planning, 401k, Financial Advisory, Finance, Financial Modeling, Due Diligence, Mutual Funds, Investments, Business Planning, Series 7, Public Speaking, Series 63, Strategic Financial..., Wealth Management, IRAs, Investment Strategies
Education
Boston Latin School 1970 — 1976
Prudential Financial December 2014 - Present
The Prudential Insurance Company of America October 2008 - Present
Infosys Technologies Ltd March 2008 - October 2008
Clique Communications Inc November 2005 - January 2008
TCSA - Panasonic September 2004 - September 2005
Teradyne February 2001 - February 2003
Skills
C++, Automation, Programming, C#, .NET, GUI, Software Development, Software Engineering, Perl, Visual Basic, JavaScript, Windows, Linux, Unix, Agile, TCP/IP, Distributed Systems, DHTML, XML, Software Design, C, Systems Engineering, Japanese, Japanese culture, Enterprise Software, Application Performance..., Agile Methodologies, Business Analysis, PHP, Troubleshooting, SDLC
Education
Boston University 1995 — 2000
Bachelor of Science, Computer Systems Engineering
Hackley School 1992 — 1995
Liberal Arts, Liberal Arts
Smyth Management Resources September 1984 - Present
NKU January 2008 - August 2012
General Cable 2007 - 2009
NKU December 2001 - August 2007
Prudential Financial February 1998 - September 1999
MSD, Cincinnati and Hamilton county September 1995 - December 1998
Exxon June 1989 - December 1991
Skills
Performance Management, Strategy, Workshop Facilitation, Curriculum Design, Change Management, Coaching, Leadership Development, Organizational..., Succession Planning, Executive Coaching, Talent Management, Organizational..., Career Development, Employee Engagement, Organizational Design, Process Improvement, Strategic Planning, Management Consulting, Team Building, 360 Feedback, Personal Development, Employee Training, Leadership, Training, Management, Culture Change, Career Counseling, Consulting, Staff Development, Human Resources, Performance Improvement, E-Learning
Education
University of California, Berkeley 1985 — 1990
MHRD, Human Resource Development
Boston College 1964 — 1967
BA, Sociology and Religion
Sacred Heart Academy 1957 — 1963
Charles Schwab May 2011 - Present
Prudential Financial March 2005 - April 2011
Education
University of Pittsburgh 1997 — 1998
Master of Business Administration (M.B.A.), Finance & Strategic Planning
Boston University 1988 — 1992
Bachelor's Degree, History & Education
Federal Charter Banks May 2012 - Present
State Charter Mortgage Lenders October 2002 - May 2012
Morgan Stanley May 2000 - May 2001
RBC Capital Markets March 1997 - May 2000
Prudential Financial November 1995 - March 1997
Hair Club for Men and Women 1991 - 1995
Manfredi Design Associates, Inc. January 1981 - January 1991
Skills
Mortgage Lending, Reverse Mortgages, Finance, Mortgage Banking, Residential Mortgages, Investment Properties, Real Estate, Sales, Refinance, Loan Origination, Investments, New Business Development, Social Media, Credit, Executive Management, Lead Generation, Residential Homes, Selling, VA loans, Investment Advisory, Interior Architecture, Management, Commercial Real Estate, VA Loans
Education
Harvard University Graduate School of Design 1986 — 1988
Boston Architectural College 1982 — 1985
Architecture
Prudential Financial June 2014 - Present
Prudential Financial May 2010 - June 2014
Prudential Financial April 2007 - May 2010
SS&C Technologies July 2003 - March 2007
Skills
Pensions, Actuarial Science, Retirement, Insurance, Financial Modeling, Defined Benefit, Risk Management, Financial Analysis, Valuation, Microsoft Excel, PowerPoint, Microsoft Office, Volunteering, Actuarial Consulting, Actuarial Exams, Teamwork, Innovation, Project Coordination, Visual Basic, Investment Accounting
Education
Boston College 1997 — 2001
Bachelor of Science (BS), Management with Finance & Economics concentration
Mitsui & Co., Ltd. May 2008 - Present
Prudential Financial April 1996 - October 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, QuickBooks
Education
City University of New York City College 2004 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Borough of Manhattan Community College 1999 — 2001
Associate of Arts (A.A.), Business Administration and Management, General
Friendship Bridge August 2015 - Present
AAUW January 2014 - August 2015
University of Colorado April 2013 - October 2013
Prudential Financial 2009 - 2013
Integra Realty Resources 2007 - 2009
CBRE 2006 - 2007
Skills
Fundraising, Nonprofits, Volunteer Management, Philanthropy, Planned Giving, Donor Engagement, Major Gift Campaigns, Individual Donor..., Stewardship, Public Speaking, Capacity Building, Grant Writing, Proposal Writing, Strategic Planning, Prospect Research, Event Planning, Event Management
Education
University of Denver
Master of Science, Real Estate Construction Management
University of Denver - Daniels College of Business
Bachelor of Science (BS), Business Administration and Management, General
Boston University
MassMutual Financial Group March 2015 - Present
Prudential Financial January 2014 - March 2015
MetLife September 2006 - December 2013
Skills
Relationship Management, Project Management, Corporate Training, Sales, Variable Annuities, Fixed Annuities, Indexed Annuities, Investments, Risk Management, Financial Services, Retirement, Retirement Planning, Qualified Retirement..., 401k, Research, Customer Service, Marketing, Superior Work Ethic, Highly self-motivated, Energetic team player, Dedicated Professional, Organized Multi-tasker, Outstanding..., Microsoft Office, Web Hosting, Series 6, Series 63, Territory..., Licensed Life Insurance..., Wholesale, Insurance, Outside Sales, Sales Presentation..., Problem Solving, Employee Training, Management, Staff Supervision, Legal Research Skills, Event Management, Event Planning, Marketing Management, Life Insurance, Estate Planning, Retirement Benefits, Annuity Sales, iContact, Educational Leadership, Sales Rep Training, Possess strong..., Long-term Customer...
Education
Boston University 2008 — 2011
Master of Science in Management, Banking and Financial Services Management
Westfield State College 2001 — 2006
Bachelor of Science (BS), Elementary Education and Teaching
Westfield State College 2001 — 2006
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Prudential Financial November 2014 - Present
Wipro Technologies 2012 - February 2014
Northeast Utilities 2005 - 2012
Wipro 2003 - 2005
LODESTAR Corporation (acquired by Oracle) 1997 - 2003
National Grid 1987 - 1997
Skills
Management Consulting, Project Management, Business Analysis, Leadership, Data Analysis, Change Management, Forecasting, Strategic Planning, Customer Engagement, Customer Analysis, Customer Information, Analytics, Strategy, Collaborative Leadership, Customer Service, Statistical Modeling, Business Intelligence, Smart Grid, Energy, Analysis, Management, Program Management, Problem Solving, CRM, Product Management, Business Transformation, Business Process..., Team Building, Business Process, Vendor Management, IT Strategy
Education
Boston College
BA, Economics, English
Indiana University—Purdue University Fort Wayne
Master of Business Administration (M.B.A.), Marketing and Finance
Community College Educational Foundation June 2015 - Present
CapeAbilities, Inc. January 2015 - Present
TIAA-CREF 2005 - 2014
Various Other Boards/Advisory/Council Experiences 2005 - 2013
Prudential Financial 1989 - 2005
The Boston Company Asset Management, LLC 1988 - 1989
Skills
Asset Management, Asset Allocation, Risk Management, Corporate Governance, Strategic Leadership, Turnaround Management, Cross-functional Team..., Restructuring, Fixed Income Strategies, Private Placements, Private Equity, Alternative Investment..., Commercial Real Estate, Commercial Mortgages, Marketing Strategy, Human Resources, Project Management, Capital Markets, Investments, Insurance, Financial Services, Economics, Strategic Visionary, Board of Directors, Advisory Boards, Conference Speaking, Nonprofits
Education
Harvard Business School 1986 — 1988
Master of Business Administration (M.B.A.), General Management Curriculum with a focus on Capital Markets, Strategy, Finance and Real Estate
Boston College
Bachelor's Degree, Economics; Business Administratiion
City Staffing July 1990 - Present
SHRP January 2003 - August 2011
HRMAC January 2004 - March 2008
Illinois Staffing Association March 1994 - March 2003
Prudential Financial February 1987 - August 1989
Skills
Recruiting, Management, Human Resources, Leadership, Marketing, Temporary Placement, Strategic Planning, Talent Acquisition, Temporary Staffing, Talent Management, Executive Search
Education
Boston College
Loyola University, Rome Center
The University of Kansas
Tritik LLC 2008 - 2012
SLG Advertising 2005 - 2008
Ettra Capital Management LLC 2002 - 2005
Sea Carriers LLC 2001 - 2002
Prudential Financial 1999 - 2000
UBS Investment Bank 1998 - 1999
Education
Boston University 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Morgan Stanley October 2014 - Present
Morgan Stanley March 2014 - September 2014
Prudential Financial June 2013 - October 2013
Skills
Stata, Microsoft Excel, Economics, Econometrics, Cell Biology, Microsoft Word, Bookkeeping, Leadership, Business, Slovak, Czech, Tennis, PowerPoint, Communication Skills, Spanish
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Biology and Economics, 2013
Hendrick Hudson High School
High School Diploma
Art & Science Collaborative, LLC 2015 - Present
Intuitive Surgical Corporation 2013 - 2014
Gallup Consulting 2011 - 2013
Lockheed Martin 2005 - 2010
LCG Associates 2004 - 2005
Prudential Financial 2003 - 2003
Merrill Lynch 2002 - 2002
Skills
Strategy, Competitive Analysis, Financial Analysis, Project Management, Management Consulting, Business Development, Sales Management, Consulting
Education
Goizueta Business School, Emory University 2010 — 2011
MBA, Operations and Management, Real Estate, and Marketing
Boston College 2000 — 2004
BS, Finance and Marketing
Prudential Financial May 2012 - Present
Skills
Interactive Advertising, Digital Marketing, Digital Media, Integrated Marketing, Creative Direction, User Experience, Social Networking, Concept Development, Digital Strategy, Art Direction, Mobile Marketing, Photography, Direct Mail, Flash, Web Design, Brand Development, Graphic Design, Adobe Creative Suite, Television, Creative Strategy, Interactive Marketing, Advertising, Interaction Design, Information Architecture, Branding & Identity, Online Marketing, User Interface Design, Outdoor Advertising, Email Marketing, Copywriting, Content Strategy, Web Analytics, New Media, Video, Online Advertising, Content Management, Direct Marketing, Social Media Marketing, Relationship Marketing, Media Planning, Website Development, Google Analytics, Facebook, SEO, DoubleClick, Interactive Media, Multimedia, Social Media, SEM, Web Project Management
Education
San Francisco Art Institute 2001 — 2004
BFA, Photography & Film
Boston University 1999 — 2001
Communications
New England College of Business September 2014 - Present
New England College of Business January 2013 - September 2014
AllOne Health September 2008 - January 2013
First Franklin September 2003 - November 2007
Prudential Financial November 1999 - September 2003
American Express Financial Advisors June 1997 - November 1999
Skills
Consultative Selling, Strategic Planning, Budget Management, Sales Management, Public Speaking, Sales Presentations, Proposal Writing, Team Leadership, Coaching, Contract Negotiation, Pricing Strategy, Territory Development, Recruiting, Product Development, Strategic Partnerships, Training, Complex Sales, Client Relations Skills, Compensation Structure..., Selling, Budgets, Management, CRM, Leadership, Strategy, B2B, Sales Process, Business Planning, Sales, New Business Development, Salesforce.com..., ExactTarget, Constant Contact, Start-ups, Marketing, Program Management, Business Development, Compensation Structures, Client Relations
Education
Seton Hall University School of Law 1991 — 1994
JD, Law
Boston University 1987 — 1991
BA, Economics
Rutgers University February 2013 - Present
Prudential Financial December 2001 - February 2013
Skills
Financial Reporting, Budgets, Tableau, Data Manipulation, Forecasting, Variance Analysis, Data Management, Expense Analysis, Account Reconciliation, Daily Reports, Bank Reconciliation, Financial Analysis, Investments, Mutual Funds, Financial Modeling, Finance
Education
Boston College 1997 — 2001
Bachelor of Science (BS)
St. Benedict's Prep School
UBS Wealth Management April 2002 - Present
Prudential Financial July 1999 - April 2002
Education
University of Pennsylvania - The Wharton School 2012 — 2012
Certified Investment Management Analyst® Certification Course
Boston University 2010 — 2011
CERTIFIED FINANCIAL PLANNER™ Certification Course
Boston University 1995 — 1999
Bachelor of Arts (B.A.)
BOCA Communications September 2015 - Present
Venture1st July 2015 - September 2015
Venture1st July 2014 - June 2015
Prudential Financial February 2014 - June 2014
Solomon McCown & Co. January 2013 - January 2014
Kel & Partners September 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Cision, Press Releases, Social Networking, Blogging, Public Relations, Event Planning
Education
Boston College 2009 — 2013
Bachelor of Arts (BA), Communication
National University of Ireland, Galway 2011 — 2012
Sutherland Asbill & Brennan LLP September 2010 - Present
New York City Department of Education September 2007 - September 2010
Sutherland Asbill & Brennan LLP May 2009 - July 2009
Prudential Financial June 2008 - August 2008
New York City Department of Education September 2004 - June 2007
Skills
Derivatives, Securities, Banking, Insurance, Commodities, Dodd-Frank, Commodity, Spanish, Structured Products, Legal Research, Corporate Law, Mergers & Acquisitions, Management
Education
Pace University School of Law 2006 — 2010
JD, Law
Mercy College 2004 — 2006
MS, Education
Boston College 2000 — 2004
BA, English, History
Premier Properties/Altieri's Insurance Agency September 1986 - Present
Prudential Financial January 1984 - June 1986
Skills
Investment Properties, Short Sales, Buyer Representation, Real Estate, Insurance, Residential Homes, First Time Home Buyers, Real Estate Transactions, Sellers, Seller Representation, First Time Home Sellers, Existing Home Sales, Exclusive Buyer..., First Time Sellers, Buyer Broker, Accredited Buyer Rep, ABR Designation, Listing Homes, Empty Nesters, 55+ Communities, Certified Short Sales, ABR, Buyers, Foreclosures, New Home Sales, Condos, Relocation, Sales, Seniors, Vacation Homes, Single Family Homes, Real Property, Referrals
Education
Boston College 1974 — 1978
Finance & Economics
Prudential Financial September 2010 - Present
Charles River Development May 2006 - July 2009
Oracle January 1997 - February 2006
GTE Laboratories, Inc. September 1987 - June 1996
Skills
VBA, Actuarial Science, Analysis, Valuation, Data Mining, SQL, Statistics, Management, Databases, Financial Risk, Economics, Microsoft Excel, C, C++, Lisp, Java, Fortran, Software Development, Business Analysis, Project Management
Education
Illinois State University 2009 — 2011
prep courses for actuarial exams
Boston University 1991 — 1995
M.A. degree, Mathematics
Massachusetts Institute of Technology 1981 — 1985
S.B. degree, Mathematics
South Side High School, Rockville Centre 1978 — 1981
Prudential Financial September 2014 - Present
Karmaloop.com - PLNDR June 2013 - August 2013
DFJ Esprit October 2012 - November 2012
PwC June 2012 - July 2012
PwC June 2011 - July 2011
Skills
Mac OS X, PC, Microsoft Word, Microsoft Excel, Microsoflt PowerPoint, Lotus Notes, Twitter, Facebook, LinkedIn, Instagram, OS X, Analysis, PowerPoint, Social Networking, Research, Data Analysis, Public Speaking, Social Media, Event Planning, Microsoft Office
Education
Boston College - The Carroll School of Management 2010 — 2014
Bachelor of Science (B.S.), Operations Management and Marketing
BU London Internship Program 2012 — 2012
Business Administration and Management, General
The Montclair Kimberley Academy 2006 — 2010
Conversant Inc. (formerly ValueClick Inc.) September 2014 - Present
Conversant Inc. (formerly ValueClick Inc.) October 2013 - September 2014
Conversant Inc. (formerly ValueClick Inc.) August 2012 - October 2013
Prudential Financial July 2012 - August 2012
Prudential June 2011 - August 2011
Coombe Wood Mother and Baby Unit February 2011 - April 2011
Saint Jude Spirit Day Camp June 2009 - August 2009
Skills
Human Resources, Data Analysis, Social Media, Management, Recruiting, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Sales, Public Relations, Microsoft Word, Research, Public Speaking, Talent Acquisition, Onboarding, Interviews
Education
Boston University 2008 — 2012
Bachelors of Arts, Psychology, Business Administration & Management
Chaminade College Preparatory 2004 — 2008
MetLife April 2008 - Present
Prudential Financial May 2005 - March 2008
Allstate August 2003 - May 2005
New England Financial February 2001 - March 2002
Skills
Portfolio Management, Fixed Income, Asset Management, Asset Allocation, Investments, Bloomberg, Alternative Investments, Investment Strategies, Investment Management, Financial Markets, Insurance, Securities
Education
Rutgers Graduate School of Management 2002 — 2005
MBA, Finance
Boston University 1996 — 2000
BS, Business Administration - Finance
CFA Institute
CFA Charterholder
Morris hills
Zurich Financial Services November 2008 - December 2010
1 800 Flowers.com May 2008 - November 2009
Prudential Financial July 2000 - May 2002
Prudential Financial Services January 1999 - January 2000
Prudential Financial Services January 1997 - January 1999
Skills
Customer Relations, Process Engineering, IT Strategy, Governance, Strategic Planning, Corporate Communications, Investor Relations, Operations, Project Portfolio..., User Acceptance Testing, Continuous Improvement, Systems Analysis, Marketing Strategy, Talent Management, Cross-functional Team..., Leadership
Education
Boston College 1987 — 1991
BS
Fordham Gabelli School of Business 1996 — 1999
MBA
Westboro HS 1982 — 1987
Prudential Financial March 1996 - Present
Bankers Trust October 1995 - March 1996
Computer Sciences Corporation July 1989 - September 1995
Skills
Business Analysis, SDLC, Requirements Analysis, JavaScript, Software Project..., Change Management, Requirements Gathering, Vendor Management, User Acceptance Testing, WebTrends Analytics, SQL, Business Requirements, Agile Methodologies
Education
Boston College 1985 — 1989
Prudential Financial November 2012 - Present
Prudential Financial October 2011 - November 2012
University of Georgia August 2009 - January 2012
Children's Healthcare of Atlanta January 2011 - April 2011
Safe Kids Georgia 2011 - 2011
DePuy Spine 2008 - 2008
Skills
Event Planning, Research, Non-profits, Community Outreach, Microsoft Office, Public Speaking, Fundraising, PowerPoint, Social Media, Microsoft Excel, Editing, Data Analysis, Stata, Salesforce.com, Facebook
Education
The University of Georgia 2009 — 2011
Master of Public Health, Health Policy and Management
Boston College 2005 — 2009
B.A., Communications
OneAmerica Financial Partners Inc. November 2013 - Present
Prudential Financial January 2013 - November 2013
Hartford Financial Services Group April 2011 - January 2013
MassMutual Financial Group October 2009 - April 2011
Mass Mutual Life Insurance Co. May 2008 - December 2009
Mass Mutual Life Insurance Co. November 2006 - May 2008
New York Life 2003 - 2006
ING Financial Partners 2000 - 2003
ING Investment Management 1999 - 2003
Skills
CRM, Estate Planning, Insurance, Leadership, Management, Marketing, Retirement, Retirement Planning, Sales, Recruiting, Sales Management, Sales Operations, Strategic Financial..., Strategy, Training, Financial Planning
Education
Boston University 2007 — 2009
B.S., General Studies
Finance Authority of Maine January 2013 - Present
United Way of Coastal Fairfield County July 1985 - Present
Prudential Financial August 2007 - October 2012
Prudential Financial June 2005 - August 2007
United Way of Connecticut July 1991 - June 2005
People's United Bank January 2003 - May 2005
People's United Bank September 2001 - December 2002
People's United Bank August 1999 - September 2001
People's United Bank March 1997 - August 1999
Skills
Business Strategy, Business Planning, Strategic Leadership, Cross-functional Team..., Talent Developer, Product Development, Product Management, Sales Management, Operations Management, Banking, Retail Banking, Treasury, Capital Markets, Acquisitions, Divestitures, Corporate Trust, Registered Investment..., Series 7, Series 66, Series 24, Series 79, Consumer Lending, Corporate Finance, IRA Rollovers, 401k Rollovers, 401k, Financial Regulation, Financial Services, Relationship Management, Finance, Risk Management, Leadership, Portfolio Management, FINRA, Uniform Combined State..., IRAs, Executive Management, Investments, Management, Asset Management, Financial Analysis, Strategic Financial...
Education
Boston College 1976 — 1980
Bachelor of Science, Accounting
Modell's Sporting Goods 2011 - Present
New York Asian Women's Center 2006 - 2011
FranklinCovey 2005 - 2006
FranklinCovey 2004 - 2005
Prudential Financial 1998 - 2002
Skills
Nonprofits, Project Management, Volunteer Management, Sales, Marketing, Public Speaking, Customer Service, Interviews, Microsoft Office, Leadership, Community Outreach, Program Management, Microsoft Excel, Event Planning, Program Development, Grant Writing, Fundraising, Leadership Development, Microsoft Word, PowerPoint, Research, Editing, Social Media, Management, Social Networking, Strategy, Social Services, Non-profits
Education
Georgetown University - The McDonough School of Business 1998 — 2002
Bachelor's degree, Finance and International Business Double Major
Boston Latin School
Prudential September 1991 - Present
Prudential Financial 1991 - Present
Skills
Managerial Finance, Financial Modeling
Education
Boston University 1978 — 1982
Dean Ventures July 2012 - Present
Fannie Mae January 2010 - July 2012
Barclays Capital October 2005 - March 2010
Fannie Mae April 2004 - September 2005
Morgan Stanley April 1998 - March 2004
Prudential Financial April 1992 - March 1998
Skills
Capital Markets, Equities, Finance, Financial Modeling, Fixed Income, Product Control, Risk Management, Securitization, Series 7, Valuation, Bloomberg, Derivatives, Structured Products, Hedge Funds, Investment Banking, Financial Services
Education
Boston University 1986 — 1990
Bachelor of Arts, Economics
Wagner College
MBA, Finance
Prudential Financial June 2014 - Present
Prudential Financial April 2012 - June 2014
Prudential 2005 - April 2012
Prudential 2003 - 2005
Prudential 2001 - 2003
Prudential 1999 - 2001
Prudential 1998 - 1999
Harvard Medical School 1996 - 1998
Skills
Marketing Communications, Corporate Communications, Advertising, Budgeting, Integrated Marketing, Contract Negotiation, Training & Development, Competitive Intelligence, Copywriting, Sales Presentations, Speech Writing, Organizational..., Budgets, Cross-functional Team..., Direct Marketing, Email Marketing, Employee Training, Internal Communications, Leadership, Management, Marketing, Product Marketing, Marketing Strategy, Program Management, Public Relations, Public Speaking, Sales Management, Strategic Communications, Sales Operations, Trade Shows, Strategy, Training
Education
Fairleigh Dickinson University 2004 — 2006
Masters, Business Administration, Marketing
Boston University 1993 — 1997
Bachelor of Arts, Psychology, Magna Cum Laude
Porzio Bromberg & Newman P.C. April 2013 - Present
Plan Your Own Estate January 2012 - Present
Speaking on Tax, Trust and Estates, Elder Law, Business Ownership January 2008 - Present
Fein, Such, Kahn & Shepard, P.C. May 1998 - April 2013
Power, Weiss & Kurnit, LLP 1997 - 1998
Prudential Financial 1995 - 1997
Skills
Estate Planning, Business Transactions, Business Formation, Elder Law, Asset Protection, Tax Law, Corporate Law, Estate Administration, Estate Tax Planning, Trusts, Wills, Powers of Attorney, Legal Research, Guardianship, Legal Writing, Conservatorships, Dispute Resolution, Estate Law, Gift Tax, LLC, Legal Advice, Legal Assistance, Legal Issues, Litigation, Mediation, Small Business, Tax, Arbitration
Education
New York University School of Law 1999 — 2001
LL.M, Taxation
Boston College Law School 1992 — 1995
JD, Law
The Johns Hopkins University 1988 — 1992
BA, with Honors, International Relations
Greensboro Day School 1987 — 1988
Newark Academy 1987 — 1988
Xerox August 2010 - Present
EDS April 2005 - July 2010
EDS; Towers Perrin 2003 - 2005
CitiStreet, LLC 1996 - 2002
Prudential Financial 1974 - 1996
Education
Boston College 1970 — 1974
Boston College 1970 — 1974
TD Ameritrade Institutional November 2014 - Present
Prudential Financial December 2010 - Present
Edward Jones July 2010 - November 2010
Fiserv 2008 - July 2010
Moody's Analytics September 2005 - March 2008
Moody's Analytics January 2002 - September 2005
BUYandHOLD November 1999 - January 2002
Olsten Staffing November 1998 - November 1999
Skills
Customer Service, Sales Management, Management, Sales, Equities, Marketing, Product Development, Research, Salesforce.com, Marketing Communications, Finance, Financial Services, Analysis, Strategy
Education
Borough of Manhattan Community College
Greico Financial InstituteNew
Mapfre Insurance July 2013 - Present
Travelers Insurance March 2006 - January 2013
Nationwide Insurance July 2002 - March 2006
Middlesex Mutual July 2002 - 2002
Prudential Financial July 1999 - May 2000
Nationwide Insurance May 1992 - June 1999
RC Knox and Company, Inc. January 1988 - July 1992
American Mutual Insurance June 1983 - January 1988
Skills
Liability, Legal Liability, Pricing, Property and Casualty, General Insurance, Product Management, Commercial Lines, Personal Lines, Material Damage Claims, Insurance Sales, Insurance Sales Mgt, Marketing, Customer Retention, Relationship Management, Sales, Leadership, Management, Personal Development, Strategic Planning, Training, Umbrella Insurance, Analysis, Forecasting, Inland Marine, Commercial Insurance, Property & Casualty...
Education
Boston University 1979 — 1982
BS, Business
American Institute for Chartered Property Casualty Underwriters
Northern Trust Corporation January 2015 - Present
The Investment Counsel Company 2014 - 2014
Prudential Financial 2007 - 2014
Nikko 2006 - 2007
Prudential Financial 2004 - 2006
Merrill Lynch March 2003 - September 2004
Prudential Financial 1998 - 2003
Skills
Mutual Funds, Finance, Portfolio Management, Risk Management, Strategy, Fixed Income, Equities, Investment Strategies, Asset Allocation, Due Diligence, Investments, Investment Management, Alternative Investments, Fund Of Funds, Analysis, Capital Markets, Derivatives, Hedge Funds, Financial Risk, Asset Management, Securities
Education
Boston University
Master of Science (M.S.), Banking & Financial Services
Prudential Financial May 2014 - Present
National Basketball Association June 2012 - May 2014
Fidelity Investments October 2011 - June 2012
Fidelity Investments June 2007 - October 2011
Skills
Strategic Financial..., Accounting, Data Analysis, Finance, Financial Modeling, Analysis, Corporate Finance, Financial Reporting, Microsoft Excel, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
MBA, Leadership and Management
Colgate University 2003 — 2007
Bachelor of Arts, International Relations
BlessingWhite May 2013 - Present
Leah Clark Coaching April 2012 - Present
Prudential Financial December 2008 - January 2012
Prudential Financial 2006 - 2008
Skills
Financial Services, Team Building, Change Management, Culture Change, Relationship Management, Business Coaching, Talent Management, Executive Development, Leadership, Training
Education
Columbia University in the City of New York 1999 — 2002
Master of Arts, Organizational Psychology
Boston College 1992 — 1995
Bachelor of Arts, English/Sociology
Leadership That Works 2012 — 2012
Certified Professional Coach, Transformational Coaching
American Management Association
Myers-Briggs Type Indicator (MBTI) Certified
Prudential Financial December 2014 - Present
Edward Jones April 2014 - November 2014
Genworth Financial June 2011 - January 2013
St. John the Evangelist School August 2009 - August 2010
Invesco Aim 2001 - 2002
American Skandia 2000 - 2001
Chase 1999 - 2000
American Skandia 1997 - 1999
Skills
Long-term Care, Retirement Planning, Mutual Funds, Asset Allocation, Insurance, Public Relations, Fixed Annuities, Life Insurance, Long Term Care Insurance, Disability Insurance, Variable Annuities, IRAs, Series 7, Series 66
Education
Boston College - Carroll School of Management 1993 — 1997
BS, Economics
L D Capital writerwww.practicalstockinvesting.com2009 - Present
Rutgers Business School 2007 - 2008
Jennison Associates 2000 - 2006
Prudential Financial 1990 - 2000
First Investors Corporation 1984 - 1990
College Retirement Equity Fund 1984 - 1986
Value Line 1978 - 1984
US Army 1968 - 1972
Skills
Equities, Investments, Alternative Investments, Portfolio Management, Valuation, Financial Modeling, Social Media, Competitive Analysis, Asset Managment, Financial Analysis, Mutual Funds, Fundraising, Strategic Planning, New Business Development, Mergers & Acquisitions, Asset Management, Management, Equity Research, Hedge Funds, Fixed Income, Securities, Private Equity
Education
New York University - Leonard N. Stern School of Business 1979 — 1982
MBA, finance, investments
Yale University 1972 — 1978
PhD, Philosophy
University of Tübingen 1973 — 1974
philosophy
Boston College 1964 — 1968
AB, math, philosophy
Ironshore Insurance April 2011 - Present
Ambac September 2007 - April 2011
Ernst & Young LLP 2002 - 2007
Prudential Financial 1991 - 1999
Prudential Insurance 1991 - 1999
Skills
Enterprise Risk..., Auditing, Sarbanes-Oxley Act, Financial Risk, Internal Controls, Internal Audit, Management
Education
Boston College 1987 — 1991
BS, Accounting and Information Systems
Crito Capital LLC 2013 - Present
INTL FC Stone Securities 2010 - 2013
Rothschild 2001 - 2007
Credit Suisse First Boston 1994 - 2001
GE Capital - Equity Capital Group 1993 - 1994
Prudential Financial 1990 - 1993
Skills
Equities, Capital Markets, Corporate Finance, Alternative Investments, Mergers & Acquisitions, Private Equity, Valuation, Mergers, Private Placements, Venture Capital, Financial Modeling, Financial Structuring, Investment Banking, Emerging Markets, Hedge Funds, Management, LBO, Funding, Structured Finance, Growth Capital, Asset Management, Leveraged Finance, Finance
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance and Public Policy
Boston College - Wallace E. Carroll Graduate School of Management
Prudential Financial DirectorEquitable1972 - 1997
Education
Boston College 1968 — 1972
MA, Mathematics
Prudential Financial November 2006 - September 2008
Advest, Inc. June 2002 - January 2006
American Skandia December 1999 - November 2001
Hartford Financial Services Group June 1994 - October 1999
Cheese & Stuff May 1989 - July 1993
Skills
Series 7, Investments, Fixed Annuities, Retirement, IRAs, Retirement Planning
Education
Boston University 1984 — 1988
B.S., Journalism and Political Science
Prudential Financial February 2014 - Present
The Prudential Insurance Company of America 2014 - Present
self-employed February 2013 - February 2014
Maine Legislature February 2005 - December 2012
United Publications February 1999 - May 2001
Inc. Magazine 1986 - 1998
Skills
Public Policy, Strategic Communications, Media Relations, Politics, Legislative Relations, Political Campaigns, Government, Crisis Communications, Speech Writing, Policy Analysis, Community Outreach, Public Relations, Community Development, Press Releases, Political Communication, International Relations, Crisis Management, Public Affairs, Corporate Communications, Stakeholder Engagement, Internal Communications, Grassroots Organizing, Political Science, Political Consulting, Publicity, Communication Training, Coalitions
Education
Boston University
Master of Arts (M.A.), International Relations and National Security Studies
Penn State University
Bachelor of Arts (B.A.)
Prudential Financial June 2011 - Present
Prudential Investments January 2001 - December 2008
Prudential Investments January 1999 - December 2000
Mutual Fund & Annuity Sales January 1996 - December 1998
Skills
Business Requirements, Project Management, Management, Asset Managment, Entitlements, Strategic Planning, Mutual Funds, Leadership, Testing, Training, Risk Management, Marketing, Business Analysis, Sales Operations, Asset Management
Education
Wilkes College, Wilkes
BS Business Administration, Banking and Finance
Boston University
PMI Certification
Allstate New Jersey Insurance Company/Considine Financial group, Inc. 2006 - Present
Prudential Financial 1993 - 2006
Education
Boston College 1986 — 1990
BS, Business Management
J.P. Morgan February 2014 - Present
J.P. Morgan August 2010 - February 2014
State Street October 2009 - August 2010
Prudential Financial June 2008 - August 2008
Education
Boston College 2005 — 2009
BSc, Finance, Accounting
Mercury Financial Group July 2013 - Present
Prudential Financial January 2013 - June 2013
The Hartford June 2010 - January 2013
MassMutual Financial Group March 2006 - April 2009
New York Life Insurance Company/ Eagle Strategies Registered Investment Advisor (RIA) January 2002 - March 2006
Skills
High Net Worth..., Charities, Financial Advisory, Retirement, Life Insurance, Trusts, Succession Planning, Strategic Financial..., Wealth, Insurance, Financial Services, Retirement Planning
Education
Boston University 2012 — 2016
Masters of Science
Western New England University 1994 — 1999
Bachelors
Franklin Institute of Boston 1987 — 1989
ASEE
minnechaug
SaxBST November 2014 - Present
Prudential Financial January 2014 - November 2014
O'Connor Davies, LLP February 2013 - June 2013
Bhargava Capital September 2011 - August 2012
Northwestern Mutual June 2009 - August 2009
Skills
Series 7, Microsoft Excel, Microsoft Word, SAS programming, Accounting, Auditing, Tax Accounting, Finance, Economics, Statistical Modeling, Mutual Funds
Education
Seton Hall University 2012 — 2013
Master of Science (MS), Accounting
Boston University 2007 — 2011
Bachelor of Arts (B.A.), Economics, Minor in Statistics
Wayne Hills High School 2003 — 2007
Prudential Financial July 2013 - Present
Prudential Financial June 2012 - August 2012
Cartus June 2010 - August 2010
Skills
Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Market Research, Sales Management, Facebook, Event Planning, Marketing, Outlook, Social Networking, Social Media Marketing, Fundraising, Time Management, Event Management, Teamwork, Public Relations, Management, Team Leadership, Salesforce.com, Accounting, Access, Marketing Communications, Sales
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (B.S.), Marketing and Philosphy, Graduate
Immaculate High School 2005 — 2009
High School Diploma, Graduate
Bristol-Myers Squibb c/o AV Services September 2003 - Present
Prudential Financial 1985 - 1996
Education
Boston College
Bachelor of Arts (BA), Economics + Communications
Ernst & Young February 2012 - Present
Goldman Sachs Asset Management May 2008 - January 2012
Goldman Sachs Asset Management September 2005 - May 2008
Prudential Financial May 2003 - August 2005
United States Air Force June 1999 - May 2003
Skills
CFA, Asset Management, Risk Management, Fixed Income, Bloomberg, Performance Consulting, Process Consulting, Asset Managment
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, Finance
Boston University 1995 — 1999
BA, Physics
Prudential Financial August 2010 - Present
ING February 1999 - July 2010
American Skandia April 1997 - February 1999
Trager and Trager September 1995 - February 1997
Skills
Securities, ERISA, Securities Regulation, Retirement
Education
Trinity College-Hartford 2005 — 2008
MA, English
Boston College Law School 1992 — 1995
JD, Law
The University of Connecticut 1988 — 1991
BA, English
Prudential Financial June 2015 - Present
Honeywell May 2005 - May 2015
Pfizer Pharmaceuticals January 2001 - May 2005
Pfizer Corp 2001 - 2005
Novartis July 2001 - November 2001
Skills
Data Warehousing, SDLC, Software Development, Project Management, Vendor Management, Cognos, Business Intelligence, Testing, Cross-functional Team..., Unix, Databases, Management, Oracle, CRM, Informatica, Requirements Analysis, Business Analysis
Education
Boston University
Master, Computer Science
Columbia Business School August 2014 - Present
Prudential Financial June 2009 - June 2014
Skills
Business Analysis, Financial Modeling, Risk Management, Process Improvement, Financial Analysis, Analysis, Project Management, Data Analysis, Financial Risk, Cross-functional Team..., Insurance
Education
Boston College 2005 — 2009
Bachelors, Economics
Wells Fargo Advisors March 2013 - Present
J.P. Morgan Securities July 1998 - March 2013
Protective Life July 2006 - January 2007
Bank of Hawaii July 1997 - July 1998
Wells Fargo June 1993 - June 1996
Prudential Financial May 1992 - June 1993
Valley National Bank 1989 - 1992
Skills
Mutual Funds, Retirement Planning, Securities, Investments, Financial Services, Insurance
Education
Boston University 2012 — 2015
CFP Program
University of Arizona 1980 — 1985
BS, Finance
Prudential Financial July 2012 - Present
Prudential Financial December 2000 - July 2012
Education
Boston College Law School 1990 — 1993
JD
Cornell University 1986 — 1990
BS
Bronx High School of Science 1982 — 1986
Prudential Financial 2012 - Present
Goldman Sachs July 1997 - December 2000
MetLife January 1994 - July 1997
Aetna 1992 - 1996
PwC July 1988 - 1992
Skills
Auditing, Regulatory reporting, Individual taxes, Financial, Project, Financial Analysis, Program Management
Education
Boston College
Accounting
Boston College
Bachelor's degree, Accounting
The Food Group Minnesota April 2015 - Present
Self-employed 2014 - March 2015
Prudential Financial 2010 - 2013
Prudential Financial 2004 - 2010
Skills
Philanthropy, Non-profits, Relationship Management, Program Development, Funding, Leadership Development, Research, Leadership, Project Management, Human Resources, Strategic Corporate..., Nonprofits, Community Engagement, Program Management, Grants, Management, Corporate Social..., Staff Development, Coaching, Qualitative Research
Education
Boston College - Wallace E. Carroll Graduate School of Management
Certificate in Corporate Community Relations, Corporate Social Responsibility
St. Cloud State University
Bachelor of Arts (B.A.), Sociology and English
Professional Disability Associates December 2009 - Present
Prudential Financial January 2004 - September 2009
Unum August 1981 - January 2003
Education
University of New Hampshire - Whittemore School of Business and Economics 1991 — 1993
MBA
Boston College 1977 — 1981
BA, Mathematics
Prudential Financial April 2015 - Present
Direct Federal Credit Union May 2013 - March 2015
BNY Mellon October 2010 - May 2013
HARMON LAW OFFICES March 2010 - September 2010
Harmon Law Offices April 2007 - March 2010
THE LAW OFFICES OF JAMES SOKOLOVE September 2006 - April 2007
BOSTON COACH April 2005 - May 2006
Boston Coach August 2003 - April 2005
Skills
Mortgage Lending, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Corporate Governance, NMLS Licensed, Loans, Foreclosures, Financial Analysis, Customer Satisfaction, Residential Mortgages, Sales, CRM, Time Management, Banking, Home Equity Loans, Mortgage Marketing, Jumbo Mortgage, Credit Analysis, Loan Origination, FHLMC, Microsoft Office, Customer Service, Series 6, Series 63
Education
Simmons College 2009 — 2012
Master of Business Administration (MBA), MBA
Boston University 2000 — 2004
Bachelor of Arts, English
Prudential Financial July 2011 - Present
Prudential Financial September 2006 - June 2011
Education
Boston University 2009 — 2011
Master's degree, Banking and Financial Services Management
The George Washington University 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Citi 2014 - Present
Tydall Trading LLC 2010 - 2014
GAIN Capital 2005 - 2010
Bailer Trading 2001 - 2005
Prudential Financial 2000 - 2001
Morgan Stanley Wealth Management 1999 - 2000
Skills
Trading, Market Making, Portfolio Management, Equities, Trading Systems, Capital Markets, Bloomberg, Financial Modeling, Financial Analysis
Education
Boston College - Carroll School of Management 1996 — 2000
BS, Finance, Accounting
University of Sydney 1999 — 1999
International Student Program
Rider University 2005 - 2006
Vanguard 1996 - 2001
UJB Financial November 1988 - August 1994
Prudential Financial 1978 - 1988
Skills
Bank Compliance, Executive Project..., Loan Analysis/Production, Non-profit..., Fundraising, Grant Review, Community Economic..., Board Trusteeship &..., Program Manager..., Government Liaison
Education
Boston University 1974 — 1975
Masters, School for the Arts
The Boston Conservatory 1970 — 1974
Bachelors, Music
Prudential Financial August 2012 - Present
The Hartford July 2006 - August 2012
New York Life Insurance Company August 2004 - July 2006
Financial Industry Regulatory Authority September 2000 - August 2004
NVest Services/New England Funds September 1998 - August 2000
Skills
FINRA Series 7, FINRA Series 24, FINRA Series 51, Advertising Review, Broker/dealer compliance, Variable life insurance, mutual funds, variable universal life, Marketing Review, Compliance, Private Placements, Customer Service, RIA, Written Supervisory..., Qualified Retirement..., Retirement Savings, Variable Annuities, Series 24, Life Insurance, Mutual Funds, Series 7, Advertising, Insurance, Management, Retirement, Series 63
Education
The Johns Hopkins University 2001 — 2004
MBA, Management
Boston College 1994 — 1998
BA, Political Science
Prudential Financial 1997 - 2009
Bank Leumi September 1988 - October 1995
Skills
Strong working...
Education
Brooklyn College 2003 — 2005
Bachelor of Applied Science (B.A.Sc.), Business Administration and Finance
Borough of Manhattan Community College 1991 — 1993
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Equinox Group Distributors January 2013 - Present
Piedmont Capital Distributors November 2012 - December 2012
Pacific Life September 2003 - August 2012
Prudential Financial February 2001 - June 2003
Skills
Portfolio Optimization, Income Protection, Retirement Planning, Mutual Funds, Alternative Investments, Separately Managed..., Variable Annuities, Fixed Annuities, Series 7, Series 63, Public Speaking
Education
Boston College 1991 — 1995
BA, Communication and Media Studies
Manhasset High School 1987 — 1991
Prudential Financial March 2015 - Present
Prudential Financial November 2006 - Present
Lorelei Enterprises and Events, New York, NY March 2005 - October 2006
Jewish Guild for the Blind May 2000 - March 2005
Skills
Project Management, Operations Management, Communication Skills, Highly detail oriented, Collaboration, Strategic Transformation, Customer Service, Account Management, Public Speaking, Non-profits, Nonprofits, Recruiting, Vendor Management, Budgets, Event Planning, Event Management, Teamwork, Proactive self-starter, Leadership, Process Improvement, Team Building, Strategy, Analysis, Change Management, Strategic Planning, Program Management
Education
Boston University 2010 — 2012
Master of Science (M.S.), Project Management
Marymount Manhattan College 1995 — 1998
Bachelor of Arts (B.A.), Communication, General, 3.89 GPA
Prudential Financial January 2015 - Present
Education
Boston University 2010 — 2014
Bachelor's Degree, Economics