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,
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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
Retirement Security Centers August 2014 - Present
Merritt Insurance and Financial Services January 2011 - July 2014
MassMutual April 2007 - June 2010
TCBRN January 2007 - January 2010
NAIFA 2009 - 2010
Allstate Financial June 2006 - March 2007
Allstate Financial 2006 - 2007
Foresters Equity Services, Inc. 2006 - 2007
Prudential Financial October 1992 - August 2004
Skills
Insurance, Retirement, Employee Benefits, Long Term Care, Annuities, Disability Insurance, Mutual Funds, 401k, Term Life Insurance, Health Insurance, Insurance Planning, IRA's, Investments, Estate Planning, Succession Planning, Retirement Planning, Series 7, Risk Management, Pensions, Business Planning, Financial Advisory, 401k Rollovers, Series 65, Investment Strategies, Life Insurance, Roth IRA, Small Business, Variable Annuities, Qualified Retirement..., Wealth Accumulation, Asset Allocation, Investment Advisory, Whole Life, Universal Life, IRAs, Fixed Annuities, Financial Planners, Long-term Care, Strategic Financial..., Customer Service, Series 6, Financial Services, Long Term Care Insurance, Series 63, Portfolio Management, Wealth, Finance, FINRA, Equities, Critical Illness
Education
California State University-Sacramento 1990 — 1992
BA, Sociology
Brigham Young University 1985 — 1987
Undeclared
Long Beach City College 1983 — 1985
Physical Education
Prudential Financial June 2015 - Present
Situs June 2014 - August 2014
Education
Bowdoin College 2012 — 2016
Snowden Lane Partners September 2014 - Present
UBS Financial Services, Inc. November 2010 - September 2014
Merrill Lynch October 2001 - November 2010
Prudential Financial September 1997 - September 2001
Education
Bowling Green State University 1989 — 1993
Bachelor's degree, Finance
Charles Schwab December 2012 - Present
E*TRADE Financial October 2012 - November 2012
E*TRADE Financial May 2008 - October 2012
E*TRADE Financial August 2006 - May 2008
Kelmoore Investment Company March 2005 - September 2005
Prudential Financial January 2003 - March 2005
Skills
Series 7, Series 66, Series 3, Series 24, Series 9, Series 10, Securities, Investments, Asset Allocation, Mutual Funds, Separately Managed..., Unified Managed Accounts, Municipal Bonds, Corporate Bonds, Life Insurance, Long Term Care, Retirement Planning
Education
Brandeis University 1998 — 2002
Bachelor of Arts, Biology, Economics
Prudential Financial March 2014 - Present
Aflac September 2013 - January 2014
SUMAR Imports, LLC December 2012 - August 2013
Unitec 2010 - 2012
Universidad Jose Cecilio del Valle 2005 - 2010
Banco Centroamericano de Integracion Economica 1987 - 2004
Skills
Economics, Data Analysis, Research, Teaching, PowerPoint, Public Speaking, Higher Education, Analysis, Analytics, Strategic Planning, Customer Service, Financial Analysis, Report Writing, Grant Writing, Planificación..., Análisis financiero, Docencia, Economía, Microsoft PowerPoint, Negociación, Oratoria
Education
Financial Industry Regulatory Authority 2014 — 2014
Series 6: investment Company Products Variable Contract
Florida School of Insurance 2013 — 2013
0215 Life including Variable Annuity & Health, Life & Health Insurance
Thunderbird School of Global Management 1989 — 1990
Master's degree, International Business
Bradley University 1983 — 1987
Bachelor of Science (BS), Marketing
Park City Municipal Corporation January 2014 - Present
Peak Restaurant Partners July 2013 - January 2014
Glenwild Golf Club & Spa June 2011 - June 2013
Canyons Resort October 2007 - March 2011
Prudential Financial November 2002 - November 2005
Salt Lake Organizing Committee for Winter Olympic Games of 2002 1999 - 2002
Salt Lake Organizing Committee for the 2002 Olympic and Paralympic Games 1999 - 2002
Skills
Organizational..., HRIS, Training, Talent Acquisition, Deferred Compensation, Recruiting, Coaching, Employee Benefits, Employee Relations, Microsoft Excel, Employee Handbooks, Human Resources, Performance Management, Team Building, Employee Engagement, Job Descriptions, Budgets, Talent Management, Policy, HR Policies, Applicant Tracking..., Customer Service, Microsoft Office, Hospitality, Employment Law, Onboarding
Education
Keller Graduate School of Management of DeVry University 2003 — 2005
Master's Degree, Human Resources
Brigham Young University 1994 — 1997
Bachelor's Degree, Humanities/Art History
Fujitsu April 2013 - Present
Bank of America October 2012 - February 2013
Gulfstream Aerospace March 2012 - October 2012
US Airways March 2010 - February 2012
Prudential Financial October 2008 - January 2010
Wells Fargo April 2008 - October 2008
Interactive Sites May 2007 - April 2008
Countrywide Financial November 2005 - May 2007
Intel Corporation May 2005 - November 2005
Washington State Department of Social and Health Services July 2004 - March 2005
Skills
Microsoft Windows..., Configuration of .NET..., Microsoft IIS 6.0 /..., Process Improvement, Locking down..., Change control..., OS and application..., Application Management, Administer and..., Load Balancing, IIS, Servers, Windows Server
Education
BYU 1987 — 1991
Communication and Media Studies
National Funeral Directors Association December 2013 - Present
Prudential Financial February 2013 - December 2013
United Way of Greater Milwaukee July 2012 - December 2012
Lindenhurst Health and Fitness Center March 2008 - July 2012
Boys and Girls Club of Greater Peoria September 2009 - June 2011
Peoria Housing Authority June 2010 - September 2010
Skills
Customer Service, Adobe Creative Suite, Speakers Bureau, Fundraising, Microsoft Word, Microsoft Powerpoint, Multi Tasking, PowerPoint, Editing, Marketing, Strategic Planning, Event Planning, Recruiting, Interviews, Bulk Mailing, Outlook, Microsoft Office, Time Management, Teamwork, Nonprofits, Microsoft Excel, Public Relations, Public Speaking, Social Networking, Social Media Marketing, Social Media
Education
University of Wisconsin-Milwaukee 2015 — 2016
Spanish Language - Certificate
Bradley University 2008 — 2012
Bachelor of Arts (B.A.), Communications (Public Relations) & Sociology, minor in Women's Studies
Prudential Financial 2015 - Present
Prudential Financial September 2013 - Present
Prudential Financial July 2012 - September 2013
Prudential Financial June 2011 - July 2012
Prudential Financial June 2010 - August 2010
Skills
Stata, iWork, Economic Research, Equity Valuation, Territory Management, Personality, Economics, Microsoft Excel, PowerPoint, Microsoft Office, Bloomberg, Quantitative Analytics, Research, Social Media Marketing, CRM, Strategy, Marketing, Analysis, Team-oriented, Strategic Leadership, Public Speaking, Social Media, Event Planning, Management
Education
Brandeis University
BA, Economics, Business
NYU 2012 — 2013
Certificate, Digital Media Marketing (Ongoing)
Missionary Training Center August 2013 - Present
Missionary Training Center January 2013 - August 2013
Prudential Financial April 2012 - December 2012
LDS Employment Services January 2012 - April 2012
Skills
Organizational..., Strategy, Management, Training & Development, Team Building, Operations, Hiring
Education
Brigham Young University 2010 — 2015
Bachelor’s Degree, Economics
ProEquities, Inc. April 2015 - Present
Bankers Life April 2015 - Present
Prudential Financial July 2014 - April 2015
Colonial Life March 2014 - June 2014
Bankers Life May 2013 - March 2014
Entergy November 2012 - May 2013
Entergy May 2011 - November 2012
Southern Company September 2010 - May 2011
Xcel Energy October 2008 - June 2010
Xcel Energy April 2007 - October 2008
Skills
Nuclear Chemistry, Environmental Chemistry, Systems Engineering, Radiation Protection, Radiochemistry, Quality Control, Chemical Process..., Power Generation, Nuclear Engineering, Nuclear Safety, Nuclear Power Plants, Reactor, Power Plants, Turbines, Electric Power, Radiation Safety, Health Physics, Instrumentation, Chemistry, Life Insurance, Health Insurance, Annuity Sales, Medicare, Medicare Supplements, Medicare Prescription..., Medicare Advantage, BWR Water Chemistry, PWR Water Chemistry, Engineering Management, Technical Leadership, Strategic Leadership, Tactical Management, ALARA Processes, Radiation Detectors, Training Programs, Process Engineering, Procedure Development, Laboratory Quality..., Laboratory Safety, Laboratory Skills, Gamma Spectroscopy, Agent for Change, Food Chemistry, Environmental Compliance, Hazardous Waste..., Factory, Steam, Quality Assurance, Radiation, Nuclear
Education
Bradley University 1972 — 1975
Master's degree, Engineering Administration
Illinois State University 1967 — 1970
Bachelor of Science (B.S.), Chemistry
Prudential Financial May 2014 - Present
Caterpillar Inc. January 2013 - October 2013
Caterpillar Inc. August 2006 - December 2012
Caterpillar Inc. June 2005 - July 2006
Caterpillar Inc. June 2001 - May 2005
Caterpillar Inc. October 1999 - May 2001
Caterpillar Inc. August 1998 - September 1999
Caterpillar Inc. May 1994 - July 1998
Caterpillar Inc. May 1988 - April 1994
Skills
Flexibility, Self-starter, Staff..., Complex Analysis, Complexity Reduction, Financial Analysis, Budget Forecasts, Six Sigma, Mergers & Acquisitions, Risk Management, Internal Controls, Conflict Management, Manufacturing Operations, Manufacturing Cost, Supply Chain, Lean Manufacturing, IT Expense and Capital..., IT Cost Optimization, Forecasting, Finance, Leadership
Education
Bradley University
Master of Business Administration (MBA), Graduated with Distinction
Illinois State University
Bachelor of Science (BS), Accounting
Pilot Financial January 2008 - Present
NettWorth Financial Group January 2004 - January 2008
Transamerica Financial Advisors, Inc. February 1996 - January 2004
CUNA Mutual Group December 1991 - February 1996
Prudential Financial December 1986 - December 1991
Skills
Retirement Planning, Retirement, 401k, Estate Planning, IRAs, Financial Services, Asset Allocation, Finance, Investments, Life Insurance, Long-term Care, Securities, 401k Rollovers, Series 6, Disability Insurance, Investment Strategies, Strategic Financial..., Employee Benefits, Wealth Management, Fixed Annuities, Uniform Combined State..., Wealth Accumulation, Insurance, Asset Management, Alternative Investments, Pensions, Series 63, Mutual Funds, Series 7, Wealth, Variable Annuities, Roth IRA, Portfolio Management, Long Term Care Insurance, IRA's, Long Term Care, Financial Planning, Leadership
Education
Bradley University 1982 — 1986
Public Relations/Journalism, Public Relations and Marketing emphasis
Limestone High School
Galena Repair & Maintenance-Residential/Commercial Property Care Specialists July 2014 - Present
Galena Territory Association/Galena Trading Corporation August 2012 - March 2014
Prudential Financial December 2011 - August 2012
McGraw-Hill Higher Education July 2011 - January 2012
Great Spa Escapes, Leisure Concierge Group International January 2005 - April 2010
Re/Max January 1994 - December 2004
Skills
Customer Service, Customer Relations, Negotiation, Problem Solving, Purchasing, Customer Satisfaction, Public Speaking, Coaching, Retail, Account Management, Team Building, Teamwork, Administration, Strategic Planning, Time Management, Contract Negotiation, Writing, Hiring, Employee Relations, Sales Management, Analysis, Selling, Management, Recruiting
Education
Brigham Young University - Hawaii 1986 — 1987
Business Administration
Barrington High School - Barringtin, IL 1980 — 1984
Prudential Financial July 2015 - Present
Fullbridge October 2013 - November 2014
Tree Street Youth Center September 2013 - August 2014
Camp Greylock June 2013 - August 2013
Fullbridge January 2013 - January 2013
Bowdoin College June 2012 - August 2012
Bowdoin College June 2011 - August 2011
Skills
Research, Data Analysis, SPSS, Public Speaking, Critical Thinking, Statistics, Microsoft Office, Editing, Teaching, Microsoft Word, Tutoring, PowerPoint, Time Management, Community Outreach, Nonprofits, Microsoft Excel, French, Neuroscience, Career Counseling, Coaching, Data Entry
Education
Bowdoin College 2010 — 2015
Bachelor of Arts (B.A.), Psychology
Brown Brothers Harriman July 2011 - Present
Prudential Financial September 2010 - March 2011
Skills
PowerPoint, Mutual Funds, Microsoft Excel, Financial Modeling, Financial Analysis, Analysis, Microsoft Word, Finance, Investments, Customer Service, Financial Services
Education
Boston University - School of Management 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
The Runner's Edge September 2014 - Present
JB Drax Honore February 2011 - Present
JB Drax Honore February 2011 - Present
TJM Institutional Services 1996 - 2010
Prudential Financial 1990 - 1996
Refco 1984 - 1987
Skills
Options, Trading, Electronic Trading, Derivatives, Commodity, Fixed Income, Trading Systems, Hedging, FX Options, Series 7, Financial Markets, Securities, Bloomberg, Swaps, Investments, Hedge Funds, ETFs, Technical Analysis, Interest Rate..., FINRA, Asset Management, Portfolio Management, Equity Derivatives, Capital Markets, Alternative Investments, Equities, Equity Trading, Market Data, Series 63, Structured Products, Bonds
Education
Boston University 1974 — 1978
B.A., Political Science
P.S.106
Everything Erica 2014 - 2015
Everything Erica 2014 - 2015
Luxury Living Chicago Realty July 2013 - May 2014
The Bulfinch Companies, Inc. January 2013 - May 2013
Brandeis University September 2011 - May 2013
Philips May 2012 - August 2012
Hamilton College June 2010 - June 2011
Hamilton College September 2008 - June 2010
Deicing Depot May 2008 - September 2008
Prudential Financial June 2007 - August 2007
Skills
Fundraising, Leadership, Strategy, Strategic Thinking, Market Research, Microsoft Word, Creativity, Marketing, Marketing Strategy, Budgets, Social Media, Stewardship, Marketing Communications, Analysis, Event Planning, Event Management, Strategic Planning, Program Management, Clear and strong writer, Creative and strategic..., Relationship Management, Annual Giving, Research, Integrated Marketing, Social Networking, Competitive Analysis, Project Management, Time Management, Data Analysis, Analytics, Cross Media Marketing, Management, Alumni Relations, Leadership Development, Public Speaking, Nonprofits, Cross-channel Marketing, Real Estate, Sales Force Development, QuickBase, Operations Management, CRM, Business Development, Social Media Marketing, Blogging, Sales, SEO, Public Relations, Entrepreneurship
Education
Brandeis International Business School 2011 — 2013
MBA
Utica College of Syracuse University 2004 — 2008
Bachelor of Science, Business Management and Marketing
The Scholar Ship 2007 — 2007
Prudential Financial November 2014 - Present
Prudential Financial October 2013 - November 2014
Artco 2010 - September 2013
Jack in the Box July 2008 - December 2010
UPS September 2007 - January 2008
Skills
VBA, Microsoft Excel, Microsoft Word, Access, Accounts Receivable, Collections, Credit Analysis, Leadership, Writing, Accounts Payable, Auditing, Customer Service, Management, Payroll
Education
BYU-Idaho 2004 — 2013
Bachelor of Science (BS), Accounting
Rutgers Business School
Master of Business Administration (M.B.A.), Business Administration and Management, General
Leidos September 2013 - Present
Radiation Management Associates December 2011 - August 2013
Care Payment Systems Inc. December 2010 - December 2011
Coastal International Security Inc. 2009 - 2010
National Interest Security Company (NISC) 2007 - 2009
Argonne National Laboratory 2006 - 2007
Technology and Management Services Inc. 2005 - 2006
Prudential Financial 2003 - 2004
Consultant 2001 - 2002
OAO Technology Solutions, Inc. 1995 - 2000
Skills
Team Leadership, Project Coordination, Process Improvement, Business Development, Program Management, Management, Analysis, Budgets, Business Analysis, Government, Government Contracting, Leadership, Marketing, Policy, Policy Analysis, Project Management, Proposal Writing, Security Clearance, Strategy, Strategic Planning, Team Building
Education
The Johns Hopkins University - Carey Business School 1995 — 2001
Master of Science, Business
Bowie State University 1989 — 1993
Bachelor of Science, Communications Media
Prudential Financial July 2015 - Present
AIG April 2013 - June 2015
Freddie Mac January 2009 - March 2013
Freddie Mac April 2004 - January 2009
KPMG 2000 - 2004
Education
Brigham Young University 1999 — 2001
Master's degree, Business Administration, Management and Operations
Brigham Young University 1997 — 2001
Bachelor of Science (BS), Accounting and Finance
Gaithersburg High School
Prudential Financial November 2013 - August 2014
New England Financial June 2011 - November 2013
U.S. Army Reserve January 2010 - February 2012
United States Army December 2005 - December 2009
UHS May 2005 - December 2005
Midwest Disability August 2003 - September 2005
Skills
Finance, Marketing Strategy, Customer Service, Team Building, Long Term Care Insurance, Sales, Training, Emergency Medical Care, Military, Security Clearance, Life and Health..., Retirement Planning, Analysis, Financial Analysis, Leadership, Management, Microsoft Excel, Microsoft Office, Strategy, Business Strategy, Project Management, Marketing
Education
Boston University Questrom School of Business 2014 — 2016
MS-MBA, Business Administration (MBA) and Information Systems (MS)
Metropolitan State University 2010 — 2011
Bachelors, Business Administration
North Hennepin Community College 2004 — 2005
Associates, Liberal Arts
Prudential Financial June 2014 - Present
Prudential Financial June 2012 - June 2014
Prudential Financial March 2011 - June 2012
Boston University School of Management September 2007 - January 2011
FunniBonz Barbeque Sauce May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Marketing, Financial Analysis, Management, Research, Microsoft Word, Social Media
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science, Business Administration; Entrepreneurship
Mount Saint Mary Academy 2003 — 2007
Bowling Green State University April 2015 - Present
Sandusky City Schools May 2014 - June 2015
AXA Advisors April 2012 - March 2014
Prudential Financial February 2011 - April 2012
Skills
Head Basketball Coach..., Retirement Planning, Fixed Annuities, Series 6, IRAs, Wealth Accumulation, Mutual Funds, Retirement, Variable Annuities, Roth IRA
Education
Bowling Green State University 1995 — 1999
Bachelor of Arts (BA), Interpersonal Communications
Midview High School 1991 — 1995
DDI Development Dimensions International May 2006 - Present
Development Dimensions International May 2006 - Present
Principal Financial Group June 2000 - July 2006
Allmerica Financial April 1993 - May 2000
Prudential Financial May 1978 - April 1993
Education
Bradford School
Office Administration
Craft Beer Guild Distributing of California October 2013 - Present
Community Insurance Group July 2013 - September 2013
Prudential Financial October 2012 - July 2013
US Navy November 2006 - November 2012
Whittier City School District September 2005 - September 2006
Skills
Carpentry, Military, Construction, Microsoft Office, Blueprint Reading, Weapons, Military Operations, Construction Management, Process Scheduler, Microsoft Excel, Military Experience, Framing, Customer Service, New Business Development, Supervisory Skills, Supervising, Shipping, Warehouse Management, Warehousing, Building Services, Building Maintenance, Equipment Maintenance, Sales, Business Process..., Leadership, Team Building, Team Leadership, Teamwork, Mentoring, Tutoring, Veterans, Concrete, Military Training, Email Marketing, CRM, Filing, Direct Mail, Phone Etiquette, Memos, Health Insurance, Life Insurance, Construction Safety, Inventory Management, Inventory Control, Purchasing, Personnel Records, Project Management, Project Planning, Project Estimation, Special Education
Education
Brandman University, Part of the Chapman University System 2010 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
Chapman University 2007 — 2009
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
InterContinental Capital Group August 2014 - Present
Gadbois Insurance October 2009 - Present
Province Mortgage Associates March 2013 - August 2014
Financial Dynamics Mortgage September 1998 - October 2009
Prudential Financial October 1995 - September 1998
Prudential Financial May 1992 - October 1995
Skills
Microsoft Excel, Microsoft Word, Outlook, Calyx Original Software, PowerPoint, Mortgage Lending, Management Experience, Consumer Lending, Marketing, Recruiting, Mentoring, Leadership Skills, Entrepreneurship, Insurance, Management, Loans, Credit, Mortgage Banking, Sales, Leadership, First Time Home Buyers
Education
Bridgewater State College 1988 — 1991
B.S, Economics and Finance
ALL WESTERN MORTGAGE September 2012 - Present
Providential Bancorp June 2012 - August 2012
Prudential Financial November 2011 - April 2012
Skills
Retirement Planning, Insurance Planning, Retirement, Mutual Funds, Reporting & Analysis, Investments, IRA's, Asset Allocation, Wealth Accumulation, Annuities, Wealth, Retirement Income...
Education
Boston University 1969 — 1972
MASTERS, SOCIOLOGY AND SOCIAL PSYCHOLOGY
University of Wisconsin-Madison 1957 — 1961
BACHELORS, INTERNATIONAL ECONOMICS
US Steel and Carnegie Pension Fund October 2013 - Present
MPayMe (USA) LLC September 2012 - April 2013
Prudential Financial July 2011 - September 2012
Tupelo Capital Management August 1999 - December 2009
Credit Suisse First Boston 1998 - 1999
Deutsche Bank Securities 1996 - 1998
Digital Equipment BCFI AB 1987 - 1994
Skills
Equities, Investments, Financial Modeling, Portfolio Management, Financial Analysis, Asset Managment, Alternative Investments, Hedge Funds, Valuation, Equity Research, Capital Markets, Financial Markets, Mutual Funds, Securities, Trading
Education
University of Massachusetts, Amherst 1981 — 1985
BS, Engineering
Boston University Questrom School of Business
MBA, Financial Services
Commonwealth Financial Group September 2014 - Present
MassMutual Financial Group July 2011 - August 2014
Baystate Financial Services/ Strategic Financial Partners January 2004 - July 2011
Wachovia Securities, LLC January 2001 - December 2002
Prudential Financial August 1998 - January 2001
Skills
Networking, Management, Asset Management, Retirement Planning, Series 7, Financial Planners, Financial Services, Finance, Retirement, Wealth Accumulation, Series 6, Long Term Care Insurance
Education
Brandeis University 1994 — 1998
The American College
Prudential Financial July 2015 - Present
Hatch Science Library, Bowdoin College August 2011 - May 2015
Department of Economics, Bowdoin College May 2014 - August 2014
Office of Congressman Richard E. Neal May 2013 - July 2013
Education
Bowdoin College 2011 — 2015
Bachelor of Arts (BA), Economics and Mathematics
Raymond James Financial Inc. May 2014 - Present
UBS Financial Services, Inc. 1996 - 2014
Prudential Financial 1992 - 1996
Fidelity Investments 1991 - 1992
Skills
Wealth Management, Finance, Portfolio Management, Equities, Asset Management, Fixed Income, Leadership, Mutual Funds, Hedge Funds, Investments, My team does succession...
Education
Bowdoin College 1987 — 1991
Bachelor of Applied Science (B.A.Sc.), Economics & Government
Cheverus High School 1983 — 1987
Creation Technologies July 2014 - Present
Dow Chemical August 2012 - August 2013
PerkinElmer September 2009 - August 2012
Prudential Financial March 2005 - April 2008
Skills
SAP, Strong knowledge of..., SAP user, Customer Service..., Inside Sales, Process Improvement, CRM, Management, 10 years of experience, Managed team projects, Logistics Coordinator, Oracle user, Microsoft Excel, Ability to work under..., Self-starter with the..., Problem Solving
Education
British Columbia Institute of Technology 2014 — 2015
APIC Certificate, Logistics, Materials, and Supply Chain Management
UNAM 2005 — 2006
Associate's degree, International Business
University of North Texas 2000 — 2003
Bachelor of Science (B.S.), International studies with concentration in Int'l Business
AIG January 2001 - Present
RecruitSouce Inc. April 2000 - January 2001
Prudential Financial August 1991 - April 2000
Skills
Employee Benefits, Customer Service, Life Insurance, Health Insurance, Disability Insurance, Insurance, Underwriting, Outlook, Administrative..., Budgets, Property & Casualty..., Workers Compensation, System Administration, Brokers, Onboarding
Education
Brookdale Community College
C K Graham Financial Group January 2013 - Present
Currently seeking new opportunity August 2012 - December 2012
MetLife March 2007 - July 2012
Patient First 2005 - 2006
NEBS April 2004 - December 2004
Prudential Financial June 1999 - December 2003
MetLife September 1978 - January 1999
Skills
Strategic Planning, Business Development, Account Management, Client Development, Coaching, Start-ups, P & L Responsibility, Product Management, Compliance, Promotions, Brand Management, Multi-site Team..., Leadership, Employee Benefits, Performance Management, Training and Development, Business Restructures, Partnerships, Recruiting and Talent..., Organizational..., Forecasting, Strategic Negotiations, Financial Services, Insurance, Accountability, Recruiting, Retirement Planning, Investments, Asset Managment, Securities, Series 7, Series 65, Series 24, Series 63, Life Insurance, Wealth Management, 401k, Pensions, IRAs, Team Building, Estate Planning, Mutual Funds, Insurance Brokerage, B2B, B2B Marketing, B2B Marketing Strategy
Education
Miami University
Bachelor of Science, Business Administration, Marketing
Bowling Green State University
Associate, Applied Business
Alter High School
College/University Preparatory and Advanced High School/Secondary Diploma Program
Professor Winnie Taylor, Brooklyn Law School January 2012 - May 2013
Thomson Reuters September 2012 - December 2012
Alpari (US), LLC May 2012 - August 2012
Hon. Cheryl Pollak, U.S. District Court for the Eastern District of New York September 2011 - December 2011
Prudential Financial June 2011 - August 2011
Skills
Westlaw, Legal Research, Intellectual Property, Legal Writing, Corporate Law, Corporate Finance, Compliance, Microsoft Office, Microsoft Word, Due Diligence, Civil Litigation, Research, Analysis, Legal Compliance, Securities Regulation
Education
Brooklyn Law School 2010 — 2013
Doctor of Law (J.D.)
Brigham Young University - Hawaii 2004 — 2007
Bachelor of Social Work, Social Work
Prudential Financial January 2011 - Present
Prudential Financial November 2008 - April 2011
Prudential Annuities July 2006 - November 2008
Prudential Financial May 2001 - July 2006
Skills
SDLC, Business Requirements, Vendor Management, Process Improvement, Requirements Gathering, Visio, Business Analysis, Business Process..., Cross-functional Team...
Education
Bowling Green State University 1991 — 1994
BA, Communication
Bernstein Global Wealth Management February 2013 - Present
Bernstein Global Wealth Management September 1999 - Present
Bernstein Global Wealth Management 1997 - 1999
Prudential Financial 1983 - 1987
Education
Boston University 1981 — 1983
MBA, Finance, Marketing
University of Florida 1977 — 1981
Bachelor of Science, Business
Vistaprint January 2014 - Present
Vistaprint August 2012 - January 2014
Vistaprint February 2012 - July 2012
Vistaprint March 2011 - February 2012
SCC June 2009 - March 2011
Bose Corporation October 2006 - May 2009
Prudential Financial June 2006 - October 2006
ESPN Radio January 2006 - May 2006
Education
Boston University Questrom School of Business 2002 — 2006
BS, Marketing
Raymond James Financial Services, Inc. , Member FINRA/SIPC June 2008 - Present
Shoshone 1st Bank, Raymond James, Cody Wyoming June 2005 - June 2008
Prudential Financial June 1984 - June 1999
Skills
Strategic Planning, Customer Service, Marketing, Accounting, Budgets, Financial Services, Options Strategies, Management, Finance, Life Insurance
Education
Brigham Young University 1982 — 1984
Bachelor of Applied Science (B.A.Sc.), Information Resources Management
Ricks College 1980 — 1982
Associate of Arts (AA), Business Administration and Management, General
Dish Network July 2015 - Present
eBay Inc March 2015 - May 2015
BYU Silver Fund September 2014 - April 2015
Fullerton Technology July 2014 - August 2014
American Express November 2010 - July 2012
Prudential Financial March 2010 - June 2010
L-InStyle Travel Service 2008 - 2009
Skills
Luxury, Teamwork, Fashion, Customer Service, Marketing Strategy, Social Media, Microsoft Excel, Microsoft Office, Marketing, Marketing Communications, Sales, Business Strategy, Market Research, Hospitality, Tourism, Customer Satisfaction
Education
Brigham Young University 2013 — 2015
Master of Business Administration (M.B.A.), Marketing
Cushing Academy
Mount Holyoke College
Biology
Prudential Financial April 2015 - Present
Zach Of All Trades August 2008 - Present
Zach Of All Trades 2008 - Present
Holland Restaurant Group July 2012 - April 2015
Heritage Management May 2005 - July 2012
Skyline Chili August 2003 - May 2005
Skills
Entertainment, Wedding DJ, DJ, Social Media, Marketing, Social Media Marketing, Budgets, Advertising, Trade Shows, Marketing Strategy, Event Planning
Education
Boston University Questrom School of Business 1996 — 1999
BSBA, Business Management
THE CENTER FOR PROFESSIONAL ADVANCEMENT (CFPA) January 2006 - Present
Tree of Life June 2004 - Present
PRUDENTIAL FINANCIAL February 1998 - December 2006
STACEY ELECTRIC January 1995 - 1998
INTERNATIONAL PROPERTY COUNSELORS January 1985 - January 1995
Skills
Project Management, Event Management, Presentation Development, Mission Work, Ministry Leadership, Visionary, Webinars, Written & Oral..., Teaching Adults, Oral & Written..., Fundraising, Social Media, Marketing, Customer Service, Social Skills, Counseling Psychology, Training, Research, Nonprofits, Team Building, Teaching, Public Speaking, Management, Leadership, Strategic Planning
Education
Kean University 2010 — 2012
Sociololgy, Psychology
Brookdale Community College 2010 — 2011
Sociology / Psychology
Sarasota Academy 2006 — 2008
Certificate, Counseling
United Christian College 1998 — 2005
Th.D., Theology, Religious Education
C.B.I. - Christian Bible Institute 1996 — 1998
Evangelism
Jersey City State College 1985 — 1987
Business Admin./Managment
Montclair State University 1984 — 1985
Communications
ZAAN LLC May 2014 - Present
Metro Systems Inc. June 2013 - May 2014
Addx Corporation October 2012 - June 2013
Agilex Technologies June 2012 - October 2012
Prudential Financial January 2007 - June 2012
Brookdale Community College September 2007 - December 2008
1199 National Benefit Fund October 2006 - January 2007
Horizon Blue Cross Blue Shield of NJ August 2005 - September 2006
Middlesex Water Company January 2004 - August 2005
The Arc of Monmouth July 2000 - January 2004
Skills
Visio, Access, PowerPoint, Microsoft Office, Microsoft Excel, Project Management, Project Planning, FrontPage, Business Analysis, SDLC, Lotus Notes, Databases, SharePoint, Systems Analysis, Software Documentation, Vendor Management, SQL, Testing, HTML, Microsoft Word, Business Requirements, Quality Assurance, Quality Center, Analysis, Database Design, Test Planning, MS Project, Requirements Analysis, Process Improvement, Troubleshooting, Software Project..., Integration, Data Analysis, Requirements Gathering, Agile Methodologies, Program Management, Software Development, XML, Disaster Recovery, Business Process, Team Leadership, CRM, IT Management, IT Strategy, Data Modeling, User Acceptance Testing, Team Building, Scrum, Technical Writing, Enterprise Architecture
Education
New Jersey Institute of Technology 2005 — 2006
MS, Information Systems
New Jersey Institute of Technology 2002 — 2005
BS, Information Systems
Middlesex County College 2009 — 2009
Certificate, Interior Design
Brookdale Community College 2000 — 2003
AS, Mathematics
Odious Gaming Company February 2014 - Present
Facebook February 2013 - August 2013
Higher One February 2010 - February 2013
eBay June 2007 - February 2010
Prudential Financial June 2006 - August 2006
Skills
Corporate Communications, Press Releases, Investor Relations, Messaging, IPO, Public Speaking, Investor Presentations, Marketing Strategy, Mergers & Acquisitions, Strategy, Internal Communications, Financial Modeling, Strategic Communications, Investments
Education
Brandeis University, Lemberg - International Business School 2005 — 2007
MA, International Economics and Finance
University of International Business and Economics 2006 — 2006
MA, International Economics and Finance
Brandeis University 2002 — 2006
BA, Economics, Philosophy
TIAA-CREF September 2013 - Present
Deutsche Bank September 2007 - September 2013
TIAA-CREF October 1999 - September 2007
Prudential Financial June 1997 - October 1999
Skills
Marketing Communications, Newsletters, Brochures, Web Content, Financial Reports, PowerPoint, Market Recaps, Direct Mail Pieces, Webinar Development
Education
Boston University School of Law
LL.M., Tax
Quinnipiac University School of Law
J.D.
SUNY Albany
B.S., Marketing/English
Prudential Financial February 2014 - Present
Army National Guard May 2012 - Present
Deloitte January 2013 - January 2014
Education
Rutgers Business School 2015 — 2019
Master of Business Administration (MBA), Finance
Boston University 2008 — 2012
Bachelor of Science in Business Administration, Accounting and Finance
Middletown High School South 2004 — 2008
High School Diploma
R2 Logistics June 2014 - Present
Concord Hotels & Resorts May 2012 - June 2014
Tubby's Tavern December 2009 - May 2012
Prudential Financial 2011 - 2011
Student City Travel 2009 - 2009
Skills
Marketing Strategy, Communications Planning, Hotels, Event Planning, Event Management, Social Media Marketing, New Business Development, Social Media, Customer Service, Hospitality, Inventory Management, Leadership, Logistics, Time Management, Management, Microsoft Excel, Microsoft Word, PowerPoint, Public Relations, Public Speaking, Sales, Social Networking
Education
Bowling Green State University 2006 — 2011
Bachelor of Arts (B.A.), Communications
University College of Dublin 2009 — 2009
Irish History and Politics
AEW Capital Management August 2015 - Present
Prudential Financial February 2013 - August 2015
Coldwell Banker Real Estate July 2012 - February 2013
Boston Equity LTD. 2011 - 2012
ITF Pro Circuit 2010 - 2011
Skills
Real Estate, Real Estate Transactions, Brokerage, Real Estate Finance, Financial modeling, Investments, Commercial Real Estate..., Real Estate Development, Argus Commercial Real..., Excel, Valuation, Equity research, Due Diligence, Bloomberg
Education
Pomona College 2006 — 2010
Bachelor of Arts (B.A.), Psychology/Neuroscience, 3.8/4.0
Harvard University Extension 2010 — 2011
Finance
Boston University 2012 — 2014
School of Professional Education, Graduate Certificate in Real Estate Finance
Scented Sails LLC March 2010 - Present
Prudential Financial October 2009 - December 2012
AIG VALIC May 1987 - October 2009
Ernst & Young January 1986 - May 1987
Ernst & Young January 1985 - April 1985
Skills
Business Strategy, 401k, Mutual Funds, Insurance, Retirement, Retirement Planning, Investments, Strategic Financial..., Customer Service, Sales Management, Fixed Annuities, Small Business, Succession Planning, Series 7, Estate Planning, Long-term Care, Leadership, Financial Planners
Education
Brigham Young University 1978 — 1985
Macc, Accounting
Unilever September 2015 - Present
Avon December 2014 - September 2015
Prudential Financial December 2010 - December 2014
Night Agency December 2010 - December 2011
Reindeer November 2009 - November 2010
Morgan Stanley August 2008 - May 2009
Goldman Sachs Asset Management September 2007 - August 2008
John Hancock October 2006 - September 2007
Skills
Investments, Mutual Funds, Digital Marketing, Google Analytics, Digital Strategy, Strategy, Advertising, Social Media, Marketing, Analytics, Integrated Marketing, Strategic Planning, Facebook, Sales, Digital Media, Marketing Strategy, Online Advertising, Engagement Planning, Management, Social Media Marketing
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2016
Master of Business Administration (M.B.A.)
Boston University - School of Management 2004 — 2006
BBA, Finance
United States Naval Academy 2002 — 2004
Economics
Bridgewater-Raynham Regional High School 1998 — 2002
Avaya February 2011 - Present
Prudential Financial September 1997 - January 2011
AVAYA 2011 - 2011
Automatic Data Processing May 1985 - September 1997
AT&T September 1979 - April 1985
US Army June 1973 - August 1979
Education
United States Military Academy at West Point 1969 — 1973
BS, Engineering
Boston University Questrom School of Business
MSBA, Financial Management
American Homes 4 Rent November 2012 - Present
Turner Construction March 2005 - August 2010
PCS Real Estate January 2003 - February 2005
Stonebridge Holdings, Inc September 1997 - January 2003
Princess Cruises, Inc September 1995 - August 1997
Consulting and Temp Agencies January 1994 - August 1995
Peck/Jones Construction Corporation (out of business) January 1991 - December 1993
Columbia Savings & Loan Association (out of business) January 1990 - January 1991
Ernst & Young January 1988 - December 1989
Prudential Financial January 1985 - December 1987
Skills
Construction Accounting, Job Costing, Accounting, Cash Flow, Variance Analysis, Construction Loans, General Ledger, Accounts Payable, Chart of Accounts, Internal Audit, Financial Statements, Financial Audits, Financial Reporting, Capital Budgeting, Operating Budgets, Budget Process, Budget Monitoring, Annual Reports, Payroll, Payroll Taxes, Payroll Analysis, Inventory, Property Management
Education
Brigham Young University 1980 — 1984
BS, Accounting
KB Consulting August 2008 - Present
Highmark January 1999 - August 2008
Prudential Healthcare June 1993 - December 1997
Prudential Financial October 1990 - June 1993
U.S. Senate Special Committee on Aging January 1990 - October 1990
Skills
Executive Management, Product Development, Managed Care, Cross-functional Team..., Healthcare, Strategy, Health Policy, Leadership, E-commerce, Competitive Analysis, Process Improvement, Health Insurance, Mergers & Acquisitions, Program Management, Product Management, Employee Benefits, Integration, Consulting, Product Marketing, Marketing, Policy, Management Consulting
Education
Bowling Green State University 1973 — 1977
B.S., Mathematics
JG Financial Consulting September 1995 - Present
Prudential Financial January 1984 - September 1995
Skills
Fixed Annuities, Strategic Financial..., Retirement, Insurance, Retirement Planning, IRAs, Property & Casualty..., Estate Planning, Long-term Care, Life Insurance, Finance, 401k, Financial Advisory, Wealth, Financial Planners, Investments, Wealth Management, Long Term Care Insurance, Investment Advisory, Disability Insurance, Term Life Insurance, Wealth Accumulation, Critical Illness, Universal Life, Small Business, Whole Life, Personal Finance, Mutual Funds, Investment Strategies, Roth IRA, Health Insurance, Asset Allocation, Estate Tax Planning, Pensions, Financial Services, Series 7, Insurance Brokerage, Tax, Brokers, Underwriting, Employee Benefits, Variable Annuities, Health Savings Accounts, Accident, Medicare, Series 6, 401k Rollovers, General Insurance, Financial Planning
Education
Bowling Green State University 1979 — 1983
Bachelor of Science, Finance
North Ridgeville High School 1978 — 1979
Bank of America Merrill Lynch September 2014 - Present
Thai American and Asian Alliance of San Diego September 2012 - Present
Wells Fargo Advisors, LLC January 2013 - September 2014
Merrill Lynch Wealth Management / Bank of America Corporation August 2011 - January 2013
Merrill Lynch August 2011 - January 2013
Asian business association in san diego 2006 - December 2012
Citi April 2007 - August 2011
Prudential Financial December 2006 - April 2007
Washington Mutual October 2005 - December 2006
Skills
Life & Health Insurance..., Property & Casualty..., Securities, Wealth Management, Retirement Planning, Investments, Financial Services, Banking, Asset Allocation, Loans, Mutual Funds, Life Insurance, 401k, Commercial Lending, Credit, Relationship Management, Wealth Management..., Consumer Lending, 401k Rollovers, Finance, Financial Advisory, Investment Strategies, Strategy, Fixed Income, Alternative Investments, Fixed Annuities, Equities, Asset Management, Trading, Investment Management, Retirement, Bonds, Hedge Funds, Capital Markets, Credit Analysis, Financial Risk, Financial Analysis, Valuation
Education
University of Wisconsin-Whitewater 2009 — 2011
MBA, Finance
Brigham Young University Hawaii 2002 — 2005
B.S., International Business Management
Surasakmontee high school 1994 — 1996
High school, Math & Science Track
LeeAnn Putnam 2009 - Present
MGI Communities April 2007 - June 2011
Shore Morgan Young March 2007 - March 2008
Principal Financial Group September 2005 - March 2007
Nationwide Insurance September 2000 - September 2005
MetLife April 1999 - January 2000
McCloy Financial Services April 1991 - April 1999
Prudential Financial August 1990 - April 1991
Skills
Project Management, CRM, Travel Planning, Business, Sales, Project Planning, Sales Management, Data Entry, Administrative..., Email Marketing, Outlook, Management, Public Relations, Training, Social Media Marketing, Event Planning, Life Insurance, Small Business, Facebook, Insurance, Event Management, Entrepreneurship, Virtual Assistance, Financial Services, Time Management, Executive..., Microsoft Excel, Online Research, Microsoft Word, Newsletters, Marketing, Social Networking, Customer Service, Office Administration, New Business Development, Salesforce.com, Spreadsheets, Administration, Sales Operations, Team Building, Leadership, Microsoft Office, PowerPoint, Invoicing, Social Media, Budgets, Online Marketing, MailChimp, Constant Contact
Education
AssistU 2008 — 2008
Life Office Management Association 2001 — 2001
FLMI (Fellow, Life Management Institute)
Bowling Green State University
BS in Education, Business Education
Prudential Financial March 2010 - Present
Prudential Financial March 2003 - Present
American Skandia October 2000 - March 2003
PricewaterhouseCoopers June 1997 - November 1999
Skills
Sales Organization..., Public Speaking, Sales Coaching, Variable Annuities, Mutual Funds, Series 6, Series 63
Education
Brigham Young University 1993 — 1997
Master's of Accountancy and Information Systems, Accounting
Claremont McKenna College 1990 — 1991
Stonebridge Advisors LLC April 2015 - Present
Sterne Agee June 2013 - April 2015
Gleacher & Company March 2010 - April 2013
CRT Capital Group August 2009 - March 2010
RBS Greenwich Capital February 2006 - August 2009
J.P. Morgan Investment Management June 2000 - February 2006
Prudential Financial March 1999 - June 2000
J.P. Morgan June 1994 - November 1998
Kidder Peabody 1993 - 1994
Standard & Poor's 1988 - 1993
Skills
Fixed Income, Credit, Series 7, Bonds, Asset Management, Bloomberg, Banking, Investments, Financial Analysis, Emerging Markets, Equities, Portfolio Management, Strategy, Financial Markets, Equity Research, Credit Analysis, Securities, Valuation, Buy-side, Asset Managment, Trading, Investment Management, Capital Markets, High Yield, Financial Services, Series 63, Mutual Funds, Fixed Income Analysis, Sell Side, Chartered Financial..., Credit Risk, Financial Institutions
Education
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, Finance
Boston University Questrom School of Business 1978 — 1982
BS, Finance, International Mgmt
JPMorgan Chase June 2009 - Present
JPMorgan Chase January 2006 - June 2009
Bright Trading March 2005 - February 2006
JPMorgan Chase November 2003 - March 2005
Banc One Investment Advisors April 2002 - November 2003
Banc One Securities Corporation 1998 - April 2002
Bank One 1994 - 1998
Prudential Financial 1990 - 1994
Skills
Equities, Trading, Options
Education
University of Virginia - Darden Graduate School of Business Administration
Executive Education, Leading Strategic Change
Capital University 1996 — 1998
MBA, Business Administration
Bowling Green State University 1986 — 1990
Bachelor of Science, Finance
Principal Financial Group June 2015 - Present
Prudential Financial May 2014 - June 2015
Prudential Financial May 2011 - May 2014
Prudential Financial December 2009 - May 2011
Prudential Financial March 2008 - December 2009
Staples Inc May 2007 - March 2008
Congressman Pallone's Legislative office July 2006 - April 2007
Blue Line Drywall & Builders March 2005 - January 2007
Menendez's Campaign Office September 2006 - November 2006
Skills
File Management, Data Entry, Travel Arrangements, Fax, QuickBooks, Microsoft Excel, Sales, Microsoft Office, Research, Customer Service, Lotus Notes, Outlook, Invoicing, Leadership, Management, PowerPoint, Social Media, Software Documentation
Education
Montclair State University 2005 — 2007
Bachelor of Arts, Political Science
Brookdale Community College 2003 — 2005
Associates program, Political Science
Bank of America Merrill Lynch July 2015 - Present
Prudential Financial June 2014 - August 2014
Connect Ireland April 2014 - June 2014
The Florence & Chafetz Hillel House at Boston University January 2013 - 2014
Zurich North America May 2013 - August 2013
SpeakEasy Stage Company September 2012 - December 2012
Skills
Musical Theatre, Theatre, Arts Administration, Stage Management, Performing Arts, Databases, Microsoft Office, Photoshop, Teamwork, Writing, Grant Writing, English Literature, Fundraising, Event Planning, Access, Facebook, Social Networking, Microsoft Excel, Cross-functional Team..., Organizational Behavior, Social Media, PowerPoint, Editing, Animal Rights
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, Cum Laude
University College Dublin 2014 — 2014
International Business
Glen Rock High School 2007 — 2011
3.89
Boston Partners Financial Group, LLC July 2015 - Present
Prudential Financial June 2013 - May 2015
Pizzeria Owner June 2003 - October 2012
Columbia Records November 2002 - January 2004
Warehouse Recording Studio November 2001 - November 2002
Skills
Investment Strategies, Retirement Planning, Life Insurance, Stock Market, Customer Service, Property & Casualty..., Project Management, Consulting, Marketing
Education
Boston University 2015 — 2016
CFP, CFP
Miami Dade College
Mount Ida College
InField Salespro 2011 - 2013
De Sante Bodyworks 2006 - 2011
Prudential Financial 2000 - 2006
Aetna US Healthcare 1998 - 2000
GAB Robins 1997 - 1998
United Parcel Service 1995 - 1997
United Parcel Service 1992 - 1995
Skills
Salesforce.com, Apex Data Loader, Project Management, Business Relationship..., Personnel Supervision, Software Documentation, Business Process..., Training, Data Analysis, Team Building, Vendor Management, Team Leadership, Process Improvement, Management, Account Management, Enterprise Software, Leadership, Business Development, Cross-functional Team..., Databases, Customer Satisfaction, CRM, Entrepreneurship, Business Analysis, Selling, Strategy, MS Project, MS Office, Direct Sales, Business Planning, Networking, Analysis, SDLC, Microsoft Office, access, Microsoft Excel, SQL, Integration, Access, Sales, Public Speaking
Education
Brookdale Community College
Career and Technical Education Alternate Route Program, Education
Stevens Institute of Technology
M.S.I.S., Information Management
The Chubb Institute
Computer Programming Diploma
Montclair State University
B.S., Business Administration
County College of Morris
Associate of Arts (A.A.), Business Administration
Boston University School of Medicine October 2014 - Present
Prudential Financial June 2014 - September 2014
Boston University School of Medicine September 2011 - May 2014
Skills
PowerPoint, Microsoft Office, SAP, Microsoft Word, Microsoft Excel, Public Speaking, Teamwork, Time Management, Interviews, Presentations, Excel, Word, Social Media, Sales, Training, Teaching, Data Analysis, Leadership
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science in Business Administration, Organizational Behavior, Business Law, Graduate
Archbishop Williams High School 2006 — 2010
Diploma
Sidley Austin LLP June 2015 - August 2015
Standard & Poor's December 2013 - May 2015
Prudential Financial February 2013 - September 2013
Dow Jones June 2012 - September 2012
The Creative Group August 2011 - September 2012
American Standard April 2012 - April 2012
Vertis Communications August 2011 - March 2012
MuseSpring Inc. (Subsidiary of urThots Corporation) July 2010 - March 2011
The Center for Professional Advancement (CfPA) March 2006 - July 2009
Advanstar Communications November 2005 - January 2006
Skills
Logo Design, InDesign, Brochures, Graphic Design, Adobe Creative Suite, Layout, Pre-press, Corporate Branding, Posters, Adobe Acrobat, Illustrator, Catalogs, Direct Mail, Mac, Newsletters, Email Marketing, Photoshop, Graphics, Print Media, Business Cards, Corporate Identity, Flyers, Banners, Image Editing, Art Direction, Branding & Identity, Creative Direction, Magazines, Visual Communication, Stationery, Postcards, Dreamweaver, Logos, Photo Editing, Post Cards, Retouching, Publishing
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1999
BA, Graphic Design
Brookdale Community College 1994 — 1996
Associates Degree, Arts and Design
Middlesex County College
HTML
Prudential Financial June 2015 - August 2015
Bowdoin College August 2013 - May 2014
Springbrook Country Club May 2013 - August 2013
Skills
Leadership, Microsoft Office, Public Speaking, International Relations, Public Policy, Sports
Education
Bowdoin College 2012 — 2016
Government and Legal Studies
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Delbarton School 2008 — 2012
ShoeFitts Marketing 2013 - Present
Milliman 1994 - 2013
Communi(k), Inc. (i.e. Newkirk) 1991 - 1994
Prudential Financial 1991 - 1992
Skills
Retirement Planning, Employee Benefits, Project Management, Project Coordination, Project Delivery, Research Proposals, Contract Negotiation, Vendor Relationships, Communication Skills, Defined Contribution, Fulfillment Management, Requirement..., 401k, Technical Writing, Offset Printing, Print Management, Press Checks, Bid Pricing
Education
Brigham Young University 1986 — 1990
Bachelor of Science (B.S.), Business/Marketing
Kentucky Christian University May 2015 - Present
bread capital llc May 2013 - Present
Merrill Lynch September 2012 - April 2013
Capital Solutions June 2008 - October 2012
Bradley University March 2006 - March 2008
University of New Mexico March 2002 - March 2006
Valparaiso University August 1999 - August 2002
Lincoln Christian University August 1997 - August 1999
Prudential Financial August 1993 - August 1997
Skills
Entrepreneurship, Leadership, Social Media Marketing, Marketing, Team Building, Management, Start-ups, Social Networking, Research, Management Consulting, Business Development, New Business Development, B2B, Business 4..., Non-profits, Product Development, Marketing Strategy, Fundraising, Strategy, Strategic Planning, Program Management, Social Media, Capital Campaigns, Leadership Development, Consulting, Venture Capital, Executive Coaching, Nonprofits, Business, Coaching, Market Research, Organizational..., Public Speaking, Start-up Ventures, Team Management, SEO, Business Strategy, Advertising, Team Leadership, Sales, Marketing Communications, Online Marketing, Training, Public Relations, Lead Generation, Higher Education, Recruiting, Program Development
Education
University of Oxford - Said Business School 2013 — 2014
International Business
The Institute for Innovation, Integration & Impact 2012 — 2012
International Business, 3.5
Bradley University 2007 — 2008
Executive Coaching, Business Administration and Management, General
The University of New Mexico - Robert O. Anderson School of Management 2003 — 2005
MBA Courses in Management and Marketing
Eastern Illinois University 1990 — 1991
MS, Psychology and Counseling
Illinois State University 1988 — 1990
Majored in Psychology and Counseling
Kentucky Christian College 1982 — 1985
BS, Bible, Psychology
Lincoln Christian University 1980 — 1983
Couseling, Education, and Theology
Southmont High School
High School Diploma
Everest Reinsurance January 2010 - Present
Everest National Insurance Company March 2008 - January 2010
Everest Reinsurance 1998 - March 2008
Prudential Financial 1993 - 1998
Skills
Insurance, Reinsurance, Underwriting, SDLC, Property & Casualty..., Casualty, Professional Liability, Commercial Lines, General Insurance, Commercial Insurance, Claim, Business Analysis, IT Strategy, Process Improvement, Requirements Analysis, Management, Business Process..., Requirements Gathering, Analysis, Liability, Brokers
Education
Brandeis University 1979 — 1983
Bachelor of Arts (B.A.)
Prudential Financial June 2015 - August 2015
Bowdoin Center for Learning and Teaching August 2014 - May 2015
Bowdoin Residential Life August 2014 - May 2015
Bowdoin College Career Planning Center January 2014 - October 2014
Bowdoin Student Government September 2013 - May 2014
Skills
Public Speaking, Microsoft Office, Research, Editing, PowerPoint, Chinese, Social Media, Opera, Microsoft Excel, Microsoft Word, Photoshop, Budgets, Python, C, C++, Stata, VBA
Education
Bowdoin College 2013 — 2017
Bachelor of Arts (B.A.), Economics, Computer Science
Harvard University 2015 — 2016
Economics, Computer Science
South Pasadena High School
Morgan Stanley Wealth Management July 2014 - Present
Prudential Financial June 2013 - August 2013
Christie's June 2012 - July 2012
Skills
Microsoft Word, Microsoft Excel, Teamwork, PowerPoint
Education
Bowdoin College 2010 — 2014
Bachelor of Arts (BA), Sociology
The Pingry School 2006 — 2010
Slam Dunk Sports Marketing October 2002 - Present
Affiliated Business Consultants June 1999 - October 2002
Sky Bank April 1995 - May 1999
Prudential Financial June 1990 - April 1995
Skills
Marketing, Marketing Strategy, Advertising, Social Media Marketing
Education
Bowling Green State University 1984 — 1990
Bachelor of Business Administration (BBA), Marketing
inContact December 2014 - Present
Interactive Intelligence April 2009 - December 2014
Vonage April 2008 - February 2009
Fifth Third Bank November 2005 - April 2008
American Express 1999 - 2005
Prudential Financial 1997 - 1999
AT&T 1996 - 1997
Wachovia 1993 - 1996
Skills
Workforce Management, Call Center, Contact Centers, IEX, Call Centers, IVR, Customer Experience, CRM, Operations Management, Unified Communications, Workforce Planning, Vendor Management, Management, Business Analysis, Telephony, Leadership, SaaS, Team Building, Salesforce.com, BPO
Education
Bridgewater College 1989 — 1993
Bachelor of Science, Business Administration
Prudential Financial September 2013 - June 2015
Prudential Financial June 2010 - September 2013
Standard Insurance Company January 2008 - August 2009
Standard Insurance Company 2006 - 2007
Standard Insurance Company 2004 - 2006
Standard Insurance Company 2003 - 2004
Unum 2001 - 2002
Unum 2000 - 2001
Unum 1998 - 2000
Skills
Insurance, Employee Benefits, Leadership, Underwriting, Disability Insurance, Management, Claims Management, Customer Service, Health Insurance, Risk Management, Claim, Term Life Insurance, Cross-functional Team..., Health Savings Accounts, Brokers, Life Insurance, Account Management, Project Management, Vendor Relationship..., FMLA, Leave Administration
Education
Bowdoin College
BA, English and Sociology
University of New England
Certificate, Project Managerment
University of Southern Maine
Graduate Certificate, Health Care Policy and Management
Prudential Financial April 2012 - Present
UBS Wealth Management June 2006 - April 2012
Sony Corporation of America January 2004 - June 2006
Sony Europe 2000 - 2004
Blue Band Hotels 1995 - 1997
Marriott International 1992 - 1995
Raytheon - Badger Engineers 1989 - 1991
Skills
Executive Development, Succession, Talent Management, Talent Development, Organizational..., 360 Feedback, Succession Planning, Talent Assessment, Organizational Design, MBTI, Global HR, HR Strategy, Culture Change, Leadership Development, Management Development, Organizational..., Performance Management, Employee Engagement, Executive Coaching, E-learning, Management Consulting, Career Development, Coaching, HR Consulting, Interviews, Personnel Management, Workshop Facilitation, Onboarding, Learning Management, Leadership, Human Resources, Business Transformation, Career Management, Executive Management, Blended Learning, HR Transformation, Talent Acquisition, Strategy, Change Management, Team Building, Employer Branding, Workforce Planning, Training Delivery, Employee Relations, Employee Training, Training, Performance Improvement, Mergers & Acquisitions, Compensation & Benefit
Education
Thunderbird School of Global Management 1991 — 1992
Master of Business Administration (M.B.A.)
Boston University Questrom School of Business 1981 — 1985
BS BA
(Independent) February 2011 - Present
NYMAGIC, INC. / Prosight Specialty Insurance 2005 - 2011
Accume Partners 2002 - 2005
Prudential Financial 1996 - 2002
Skills
Risk Management, Internal Audit, Sarbanes-Oxley, Financial Risk, Operational Risk, Project Management
Education
Boston University
MBA
Tufts University
BA
Prudential Financial April 2011 - August 2013
Prudential Financial April 2008 - May 2011
Prudential Financial March 2003 - April 2007
Prudential Securities October 2000 - March 2003
Goldman Sachs August 1999 - August 2000
PwC June 1998 - August 1998
Prudential Securities Inc. July 1997 - May 1998
AIG April 1997 - June 1997
Park Li Group September 1996 - March 1997
Skills
Financial Services, Social Media Marketing, Marketing, E-commerce, Project Management, User Experience, Web Design, Business Analysis, Usability, Product Management, Digital Strategy, SDLC, Mobile Devices, CRM, Management, Analytics, Content Management, Web Analytics, Digital Marketing, Data Analysis, Strategy, Email Marketing, Analysis, CMS, SEO, Mobile Marketing, Business Process, Team Management, Competitive Analysis, Online Marketing, Web Content Management, Online Advertising
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
BS, Finance and Information Systems
Boston University Questrom School of Business 1995 — 1996
BA, Management
Syracuse University 1994 — 1994
Summer College Exploration of Law and Legal Studies, Law
Robert Half Technology September 2013 - Present
ADM Investor Services October 2012 - September 2013
Noble Academy (Formerly Guilford Day School) January 2011 - September 2012
Prudential Financial September 2006 - July 2010
Navigant Consulting, Inc. November 2004 - September 2006
Abbott Laboratories 2003 - 2004
Motorola 2002 - 2003
Skills
Networking, Microsoft Exchange, Business Analysis, Active Directory, Program Management, Lotus Notes, Project Management, Leadership, Process Improvement, Visio, Security, IT Management, VMware, Windows, Sales, Strategic Planning, Business Development, Virtualization, Access, Unix, System Administration, Technical Support, SharePoint, IT Recruitment, Software Development, Microsoft SQL Server, Information Technology
Education
Bradley University 1997 — 2001
Bachelor of Science (B.S.), Business Computer Systems
Prudential Financial June 2014 - Present
Prudential Financial January 2012 - June 2014
CH Boston 2008 - June 2012
The Exeter Companies 2007 - 2008
First Marblehead Corporation 2006 - 2007
Bur/Mac Management LLC 2001 - 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Finance, Investments, Mergers & Acquisitions, Analysis, Strategy, Private Equity, Equities, Bloomberg, Due Diligence
Education
Boston University Questrom School of Business 2005 — 2007
MBA, Finance
University of National and World Economy 1995 — 2001
Master's degree, Economics
CAIA Association
CAIA
CFA Institute
CFA Level 3 Candidate
Fiserv March 2015 - Present
Hewlett-Packard March 2011 - March 2015
Entelechy International, Inc. June 1999 - March 2011
Franklin Covey August 1992 - June 1999
Prudential Financial August 1988 - August 1991
Skills
Strategy, Business Development, Business Strategy, Leadership Development, Management, Leadership, Start-ups, Strategic Planning, Marketing Communications, Selling, Business Acumen, Training, Business Planning, Entrepreneurship, Workshop Facilitation, Sales Process, Sales, New Business Development, Consulting, Marketing, Change Management, Sales Operations, Coaching, Account Management, Executive Management, Team Building, Sales Management, Go-to-market Strategy, Solution Selling, Executive Coaching, Team Leadership, Lead Generation, Public Speaking, Talent Management, Management Consulting, Succession Planning, Mergers & Acquisitions, Cross-functional Team..., Professional Services, Project Management, Direct Sales, Consultative Selling, Large Group Facilitation, Strategy Development, Time Management, Fundraising, Human Resources, Strategic Partnerships, Strategic Planning..., P&L Management
Education
Brigham Young University
BS, Finance, Accounting, Economics
Ricks College
Associate, Marketing
Prudential Financial July 2008 - Present
Prudential Financial July 2008 - January 2010
Legg Mason December 2006 - July 2008
Citigroup 2004 - 2006
Education
Boston University Questrom School of Business 2007 — 2009
Masters, Project Management
Southern Connecticut State University 1994 — 1999
Prudential Financial September 2013 - Present
N/A August 2011 - August 2013
Com-Pak Services, Inc. February 2008 - August 2011
Deloitte & Touche LLP July 2004 - February 2008
Malibu Yogurt March 2000 - September 2003
Skills
Account Management, B2B, Budgets, Customer Service, Direct Mail, Direct Marketing, Email Marketing, Integrated Marketing, Marketing Strategy, Networking, New Business Development, Variable Data Printing, Sales, CRM, Advertising
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2001 — 2003
BS Accounting, Accounting, Business Management
Boston University Questrom School of Business 1999 — 2000
Accounting, Finance, Business Management
United States Department of Justice (DEA) March 2009 - Present
Prudential Financial June 1994 - March 2009
Skills
Employee Relations, Budgets, Strategic Planning, Management, Corporate Relocation, Relocation, Global Mobility, Negotiation, Risk Management, Performance Management, Customer Service, Real Estate, Finance, Human Resources, Vendor Management, Leadership, Marketing, Account Management, Team Building, Program Management, Process Improvement, Organizational..., Customer Satisfaction, Expatriate Management, Employee Benefits, Business Development, Operations Management, Government, Training, Change Management, Selling, CRM, Contract Negotiation, Sales Management, Sales, Team Leadership, Policy, New Business Development, Portfolio Management, Strategy, Analysis, Talent Management, Recruiting, Logistics
Education
Bridgewater College 1990 — 1994
Bachelor of Business Administration (BBA), Business Adminstration/Economics
University of Phoenix 2006 — 2008
MBA, Business Adminstration
Prudential Financial August 2011 - Present
Prudential Financial March 2011 - July 2011
Prudential Financial August 2009 - March 2011
Evergreen Investments June 2008 - August 2009
The Locator Services Group April 2007 - January 2008
Skills
Series 63, Series 6, Mutual Funds, Retirement Planning, Financial Services, Securities, Retirement, Relationship Management, Asset Allocation, Insurance, Life Insurance, Alternative Investments, Series 7, Variable Annuities, 401k, Investments
Education
Fairfield University 2015 — 2016
Master’s Degree, Finance
Boston University - School of Management 2004 — 2008
Bachelor of Science in Business Administration, Concentration in Finance
Passed Level 1 of the CFA Program
Shoreline Web Design, LLC September 2015 - Present
Self Employed Web Developer August 2015 - September 2015
CMDS November 2014 - August 2015
Lanmark360 June 2011 - November 2014
Lanmark360 June 2011 - November 2014
Systems Technologies, Inc. (Systek) December 2007 - March 2011
Prudential Financial January 2007 - November 2007
ProTrain, Inc September 2005 - November 2006
ProTrain, Inc. August 2003 - September 2005
Cottrell Graphics, Inc February 2003 - July 2005
Skills
Adobe Creative Suite, InDesign, Web Design, Illustrator, Dreamweaver, Flash, CSS, QuarkXPress, Graphic Design, Logo Design, HTML 5, CSS3, JavaScript, PHP4/5, Xcode, C++, iOS development
Education
Western International University 2005 — 2009
IT; Visual Communications, Information Technology, Web Development & Design
Brookdale Community College
A.S, Computer Science Specializing in Web Development
TekSolv Computer Training Center
CIGNA May 2006 - Present
Liberty Mutual January 2003 - May 2006
Prudential Financial January 2001 - January 2003
Metropolitan Life Insurance Company 1996 - 2001
Unum June 1990 - July 1996
Skills
Employee Benefits, Insurance, Brokers, Disability Insurance, Account Management, Strategic Planning, Sales, New Business Development, Team Building, Healthcare, Sales Management, Management, Life Insurance, Claim, Selling, Group Insurance
Education
Bowdoin College 1986 — 1990
BA, Economics and Math
Prudential Financial 2015 - Present
Solix, Inc. July 2004 - 2014
Morris County Park Alliance 2011 - 2013
Morris County Economic Development Corporation 2006 - 2009
National Exchange Carrier Association (NECA) 1998 - 2004
Morris Center YMCA 1993 - 1998
Skills
Non-profits, Program Management, Strategic Planning, Public Speaking, Government, Leadership, Training, Project Management, Nonprofits, Management, Change Management, Community Outreach, Policy, Proposal Writing, Public Relations, Social Media, Integration, Budgets, Analysis, Team Building, Project Planning, Team Leadership, Process Improvement, Strategy, Vendor Management, Contract Management, Business Process..., Management Consulting, Data Analysis, Risk Management, Cross-functional Team..., Business Strategy, Leadership Development, Outsourcing, Contract Negotiation, Business Analysis
Education
Boston University 1989 — 1993
BA, History and International Relations
Rutgers University-New Brunswick
Ed.M, Education
Stevens Institute of Technology
Graduate Certificate, Project Management
Lewtan/Moody's Analytics October 2014 - Present
Lewtan October 2012 - September 2014
Lewtan November 2010 - September 2012
Lewtan Technolgies July 2006 - November 2010
Lewtan Technologies October 1998 - July 2006
Lewtan Technologies January 1998 - October 1998
Prudential Financial December 1996 - January 1998
Aerotek July 1996 - December 1996
Skills
Sales Process, Account Management, Sales, Sales Management, Sales Operations, Financial Services, Marketing Strategy, Salesforce.com, Business Development, Business Strategy, Contract Negotiation, Professional Services, Project Planning, International Sales, Public Speaking, Strategic Planning, Marketing Communications
Education
Brandeis University 1992 — 1996
B.A., Psychology
Stoughton High School
The Hartford August 2009 - Present
The Hartford January 2005 - August 2009
Prudential Financial 1997 - 2003
Skills
Business Analysis, Vendor Management, Process Improvement, Requirements Gathering, Risk Management, Requirements Analysis, Project Management, Change Management, Program Management, Insurance, SharePoint, SDLC
Education
Briarcliffe College
Associate of Arts and Sciences (A.A.S.), Business Administration, Management and Operations
Long Island Drafting and Technical Institute
Certification, Computer Technology/Computer Systems Technology
PwC August 2015 - Present
PwC June 2014 - August 2014
Partners Capital LLP January 2012 - August 2013
Partners Capital LLP January 2009 - December 2011
Charles River Aquatics September 2008 - August 2010
Prudential Financial July 2008 - December 2008
Cornell University September 2005 - May 2008
Skills
Valuation, Financial Analysis, Financial Modeling, Investments, Due Diligence, Alternative Investments, Hedge Funds, Portfolio Management, Asset Managment, Private Equity, Equities, Data Analysis, Quantitative Analytics, Corporate Finance, Economics, Equity Research, Venture Capital, Accounting, Microsoft Office, Mutual Funds, Asset Management, Fixed Income, Asset Allocation
Education
Boston University Questrom School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Strategy, Leadership & Organizational Transformation (LOT)
Cornell University 2004 — 2008
Bachelor's Degree, Applied Economics and Management
Prudential Financial December 2013 - Present
Education
Radford University 1992 — 1994
Bachelor's degree, Social Work/Psychology
Bradley University 1979 — 1981
Photojournalism
Prudential Financial September 1990 - September 1998
Dykema Gossett PLLC October 1985 - August 1990
Parsons Behle & Latimer October 1980 - October 1985
Skills
Corporate Law, Real Estate Development, Real Estate, Due Diligence, Power Plants, Corporate Governance, Microsoft Excel, Microsoft Office, Real Estate Transactions, Commercial Litigation, Team Building, Microsoft Word, Leadership, Litigation, Loans, Leadership Development, Strategic Planning, Public Speaking, Finance, Contract Negotiation, Joint Ventures
Education
Brigham Young University—J. Reuben Clark Law School 1977 — 1980
Juris Doctorate, Law
AMRG February 2014 - Present
Prudential Financial June 2011 - Present
Strategis Financial October 2008 - January 2011
Skills
Leadership, Sales Management, Sales, Strategy, Sales Process, New Business Development, Business Strategy, Business Development, Selling, Enterprise Software, Lead Generation, Marketing Strategy, Account Management, SaaS, Strategic Partnerships, Start-ups, Cloud Computing, B2B, CRM, Direct Sales, Contract Negotiation, Product Marketing, Making friends, I am very personable.
Education
University of Phoenix 2003 — 2005
MBA, Business Administration
Brigham Young University
BS, Communications
Citi October 2012 - March 2013
Prudential Financial September 2011 - September 2012
BNY Mellon January 2011 - August 2011
Accenture November 2009 - December 2010
Citi January 2008 - May 2009
Societe Generale America Operations January 2007 - December 2007
AIG July 2006 - December 2006
CheckFree Investment Services January 2006 - June 2006
Fidelity Investments January 2005 - December 2005
E*TRADE Financial January 2004 - December 2004
Skills
Investment Banking, Portfolio Management, Wealth Management, Requirements Gathering, Project Management, BRD, RIA, Access, Visio, Equities, Capital Markets, Derivatives, Financial Services, Banking, Business Analysis, Trading Systems, Financial Markets, Options, Insurance, Previously held Series..., FRD, Use Case, System..., Clearance & Settlement..., ARIS Business Process..., Microsoft SQL Server, Financial Firms Front,...
Education
Golden Gate University 2010 — 2015
MS, Taxation
Boston University 2004 — 2004
CMFS, Certified Mutual Fund Specialist
Manhattan College 1998 — 2000
MBA, Finance and Financial Management Services
Manhattan College 1991 — 1994
B.S., Finance and Economic
Laguardia Community College 1988 — 1990
Associate of Arts and Sciences (A.A.S.), Mathematics
GE February 2015 - Present
GE July 2013 - February 2015
Dell March 2013 - June 2013
Dell June 2010 - March 2013
Dell June 2009 - August 2009
Prudential Financial March 2004 - September 2007
L'Oréal June 2003 - August 2003
ING August 2001 - October 2001
Skills
Talent Management, Organizational..., Human Resources, Talent Development, Global HR, HR Consulting, Onboarding, Recruiting, Performance Management, Change Management, Leadership
Education
Brigham Young University
Master of Business Administration, HR
숙명여자대학교 / Sookmyung Women's University
Bachelor of Arts (B.A.), English & Literature, Business Administration minor
Prudential Financial April 2004 - Present
CIGNA September 1997 - April 2004
Caldor September 1990 - June 1997
Skills
Business Analysis, Financial Analysis, Process Improvement, Analysis, Access, Strategic Planning, Financial Modeling, Financial Services, Risk Management, Microsoft Office, Project Management, PowerPoint, Data Analysis, Microsoft Excel, Microsoft Word, Customer Service, Visio, Salesforce.com, Lotus Notes, Defined Benefit, Financial Reporting, Investments, Business Process..., Management, Mutual Funds, Stylus, Defined Contribution
Education
Boston University 2014 — 2017
Master's Degree, Banking & Financial Services Management
Isenberg School of Management, UMass Amherst 2004 — 2006
Bachelors, Business Adminstration
Manchester Community College 1993 — 2000
Associates, Accounting
University of Connecticut Health Center June 2006 - Present
Prudential Financial 2005 - 2006
EK Success 2003 - 2005
MedSpan 2001 - 2002
Tiernan Communications 1998 - 2000
Skills
Customer Service, Microsoft Office
Education
Boston University 1988 — 1991
BS, Elementary Education
Henderson High School 1988 — 1988
Prudential Financial May 2015 - Present
Sterne Agee September 2013 - May 2015
StormHarbour Securities September 2009 - August 2013
Hypo Real Estate Bank International August 2006 - February 2009
GE Real Estate April 1998 - July 2006
The Trepp Group April 1994 - April 1998
R.L. Renck & Co. December 1992 - April 1994
Skills
Fixed Income, Commercial Mortgages, Capital Markets, Structured Finance, Financial Structuring, Portfolio Management, Investment Banking, CMBS, Mortgage Lending, Securities, Underwriting, Finance, Hedging, Trading, Restructuring, Securitization, Loan Origination, Credit, Bonds, Risk Assessment, Financial Risk, Loans, Banking, Investments, CDO, Real Estate, Balance Sheet
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA, Finance
Brandeis University 1987 — 1991
BA, Economics with High Honors
Prudential Financial May 2012 - Present
John Hancock November 2002 - May 2012
Putnam Investments March 1997 - November 2002
Marone, Messina and Seifel, PC September 1995 - March 1997
Stephen G Friedler Law Offices August 1991 - September 1995
Skills
Estate Planning, Retirement Planning, IRA's, Tax, Insurance, Annuities, Financial Planning, Retirement, Strategic Financial..., IRAs, Fixed Annuities, Financial Planners, Series 6, Pensions, Series 63, Financial Advisory, Mutual Funds, Asset Allocation, Investments, Long-term Care, 401k, Securities, Wealth Management, Life Insurance, Employee Benefits, Variable Annuities, ERISA, Qualified Retirement..., Series 7, Financial Services, Alternative Investments, Investment Advisory, FINRA, Investment Strategies, Defined Benefit, Tax Advisory
Education
Boston University School of Law 1993 — 1995
LLM, Tax Law
New England School of Law 1988 — 1991
JD
University of Arizona 1984 — 1988
BA, Political Science
Fidelity Investments December 2012 - Present
Fidelity Investments January 2011 - December 2012
Fidelity Investments September 2009 - December 2010
Fidelity Investments May 2005 - August 2009
Fidelity Investments November 2002 - May 2005
Fidelity Investments October 2000 - November 2002
Prudential Financial June 1999 - October 2000
Education
University of Massachusetts Dartmouth 1996 — 1998
Bachelorate, Major in Finance and Minor in Economics
Bristol Community College 1993 — 1996
Associate's degree, Business Administration and Management, General
Somerset High
Somerset High
Crumbie Law Group December 2013 - September 2014
Giantonio Law Group 2011 - 2013
Prudential Financial 2006 - 2011
The Phoenix Foundation 2000 - 2006
The Phoenix Companies, Inc. 1994 - 2006
CM Property Managment 1989 - 1994
Connecticut Mutual Life Insurance Co. 1985 - 1994
Skills
Insurance
Education
Boston University School of Law
L.L.M.
Hamline University School of Law
J.D.
University of Hartford
M.S.
Saint Michael's College
B.A.
Offerpop November 2013 - Present
Prudential Financial February 2013 - November 2013
Communispace Corporation July 2011 - February 2013
Communispace Corporation June 2010 - July 2011
Front Burner PR, LLC June 2008 - August 2008
Skills
Data Analysis, Process Efficiency, Social Media Marketing, Market Research, Social Media, Microsoft Office, Unanet, Online Research, Customer Insight, Marketing Strategy, Competitive Analysis, Press Releases, Social Networking, Make Things Happen, Operational Planning, Remote Operations, Procurement, Staffing Analysis, Staffing Coordination, Contractor Management, Research, QuickBase, Brazilian Portuguese, Analytics, Google Analytics, Marketing, Web Analytics, Digital Media, Segmentation, Competitive Intelligence
Education
Bowdoin College 2005 — 2009
Bachelor of Arts, History
The University of Edinburgh 2008 — 2008
History - Architectural and British Social History
Harvard Extension School 2012 — 2013
Management Graduate Program
Proofpoint September 2015 - Present
InsideSales.com April 2015 - Present
InsideSales.com September 2014 - March 2015
InsideSales.com August 2013 - August 2014
Prudential Financial April 2013 - June 2013
The Quarry Indoor Climbing Center November 2011 - April 2013
Brigham Young University Vending Services September 2008 - April 2010
Skills
Music, Guitar, Music Industry, Facilities Management, Friendly Personality, People Skills, B2B, Salesforce.com, SaaS, Lead Generation, Sales Process, Solution Selling, CRM, Social Networking, Critical Thinking, Business Development, Management, Sales, Team Building, Leadership, Hair Care, Employee Training, Public Speaking, Time Management, Coaching, Customer Service, Social Media, Research, InsideSales.com, Online Marketing, Social Media Marketing, Singing, Rock & Roll, Woodworking, Software Craftsmanship, Basketball, Expressive, Basketball Coaching
Education
Brigham Young University 2008 — 2013
Bachelor of Science (BS), Family Studies
Bob Evans August 2013 - Present
Buffalo Wild Wings December 2006 - September 2011
Prudential Financial January 2009 - February 2010
Skills
Retirement Planning, Mutual Funds, Series 63, Series 7, Investments, Fixed Annuities, Retirement, Wealth Management, Strategic Financial..., Financial Services, Securities, Insurance, Series 6, Life Insurance, Financial Analysis, Asset Allocation, Portfolio Management, Equities, Fixed Income, Asset Management
Education
Bowling Green State University 2004 — 2009
Bachelor's, Chemistry, International Business
Whitmer High School
Prudential Financial March 2015 - Present
Sun Life Financial July 2013 - March 2015
Sun Life Financial April 2012 - July 2013
John Hancock Life Insurance Company (U.S.A.) April 2011 - April 2012
John Hancock Life Insurance Company (U.S.A.) March 2009 - April 2011
John Hancock Life Insurance Company (U.S.A.) September 2006 - March 2009
Skills
Fixed Annuities, 401k, Series 63, Employee Benefits, Insurance, Process Improvement, Disability Insurance, Leadership, Financial Services, Mutual Funds, Life Insurance, Retirement
Education
Bowdoin College 2000 — 2004
Bachelors, Sociology
New York Life & MainStay Investments January 2015 - Present
Highland Capital Management, L.P. January 2014 - September 2014
Van Eck Global November 2011 - January 2014
Prudential Financial April 2010 - November 2011
Merrill Lynch May 2008 - April 2010
Skills
Series 63, Series 7, Mutual Funds, Commodity Markets, Emerging Markets, Securities, Asset Allocation, Investment Strategies, ETFs, Fixed Income, Equities, Hedge Funds, Alternative Investments, Wealth Management, Asset Management, Investments
Education
Boston University 2004 — 2007
Bachelors, Economics, Finance
CAIA Association
West Windsor High School North
Highland Capital Brokerage - Northeast July 2014 - Present
Prudential Financial January 2013 - June 2014
The Hartford April 1995 - January 2013
Hartford Life Insurance Company July 2007 - December 2011
HARTFORD LIFE INSURANCE COMPANY January 1995 - December 2011
Hartford Life 1995 - 2010
Hartford Life January 2005 - August 2009
Hartford Life April 1995 - June 2007
UNUM LIFE INSURANCE COMPANY January 1988 - January 1994
UNUM LIFE INSURANCE COMPANY January 1986 - January 1988
Skills
Insurance, Sales Management, Financial Planning, Corporate Communications, Consultative Selling, Strategic Financial..., Life Insurance, Selling, Series 7, Retirement, Estate Planning, Term Life Insurance, Disability Insurance, Fixed Annuities, Long-term Care, Financial Advisory, Property & Casualty..., Brokers, Leadership, Retirement Planning, Finance, Long Term Care Insurance, Sales, Series 6, Series 63
Education
University of Southern Maine 1988 — 1992
M.B.A
Bowdoin College 1979 — 1983
A.B
Madison High School 1975 — 1979
Diploma
Prudential 2004 - Present
Prudential Financial June 2004 - January 2008
Education
Bradley University 1974 — 1978
BS, Business Management
Kansas City Life Insurance Company August 1981 - Present
Prudential Financial August 1981 - June 1999
Education
Brigham Young University
4MYBENEFITS February 2011 - Present
4myBenefits, Inc 2011 - Present
Aetna 2007 - 2010
Prudential Financial 2004 - 2007
CNA Insurance 1990 - 2003
Unum 1985 - 1990
Skills
Key Account Management, Disability Insurance, Employee Benefits, Insurance, Health Insurance, Brokers, Term Life Insurance, Long-term Care, Life Insurance, Sales Management, Account Management, New Business Development, Sales, Health Savings Accounts, Strategic Planning, Benefits Administration, Team Building, Relationship Management, Accident, Critical Illness, Customer Retention, Healthcare
Education
Bowling Green State University 1972 — 1975
BS in Health, Health Education
US Army/ Republic of Vietnam 1971 — 1972
Team Building, Military Police
Nassau Community College 1969 — 1970
AAS, Health Education
American Trim January 2014 - Present
American Trim March 2011 - Present
Job 1 USA December 2006 - April 2009
Prudential Financial November 2003 - October 2005
Skills
Technical Recruiting, Recruiting, Contract Recruitment, Executive Search, Talent Acquisition, Temporary Staffing, Applicant Tracking..., Sourcing, Internet Recruiting, Staffing Services, Recruitment Advertising, Screening Resumes, Permanent Placement, Temporary Placement, Screening
Education
Bowling Green State University 1996 — 2000
Bachelor's degree, Secondary Education and Teaching
Accion June 2015 - Present
Mintz Levin June 2014 - August 2014
Mintz Levin January 2012 - June 2014
Prudential Financial November 2010 - December 2011
Irish International Immigrant Center August 2010 - November 2010
Tufts University Art History Department September 2008 - August 2010
Consulate General of France in Boston August 2009 - December 2009
ACME Fine Art 2008 - 2008
Skills
Stata, Research, Nonprofits, Editing
Education
Boston University School of Law 2014 — 2017
Doctor of Law (J.D.)
Tufts University 2006 — 2010
Bachelor of Arts (B.A.), Art History, French
Noble and Greenough School 2002 — 2006
Collicot Elementary School
Keryx Biopharmaceuticals November 2014 - Present
Cubist Pharmaceuticals September 2006 - November 2014
Keane (client: Biogen Idec) September 2005 - August 2006
Prudential Financial January 2000 - August 2004
Skills
Program Management, Project Management, Strategic Partnerships, Business Analysis, Business Intelligence, Business Relationship..., Testing, Vendor Management, Salesforce.com, Quality Assurance, CRM, Cognos, Data Warehousing, ERP, Management, Oracle E-Business Suite, Oracle, Business Process, Integration, Consulting, Cross-functional Team...
Education
Brandeis International Business School
MS, Finance
Montclair State University
BA, Political Science
Massachusetts Department of Public Health February 2013 - Present
Lowell General Hospital June 2011 - Present
Massachusetts Department of Public Health July 2009 - February 2013
Lowell General Hospital May 2010 - June 2011
Patriot Ambulance September 2005 - August 2009
Ryan Beck & Co. April 2002 - March 2006
Gruntal & Co. October 1998 - May 2002
Morgan Stanley June 1995 - October 1998
Prudential Financial October 1991 - June 1995
Skills
Public Health, Healthcare, Hospitals, Nursing, Health Education, Sales, Marketing, Investment Advisory, Investments, Insurance, Nursing Education, ACLS, BLS, Healthcare Management, Patient Safety, Prevention, Management
Education
University of Massachusetts, Amherst 2014 — 2017
Master's degree, Clinical Nurse Leader
University of Massachusetts Boston 2009 — 2014
Bachelor of Science (BS), Registered Nursing/Registered Nurse, GPA 4.0, Summa Cum Laude
Northern Essex Community College 2005 — 2009
Associate of Science (A.S.), Registered Nursing/Registered Nurse, GPA 3.73, Magna Cum Laude
Boston University
Biomedical Engineering
Transamerica December 2012 - Present
Prudential Financial November 2010 - December 2012
Holy Spirit Hospital September 2009 - December 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Series 6, Series 63, PowerPoint, Financial Services, SPSS, Risk Management, Portfolio Management, Microsoft Office, Wealth Management, Fixed Income, Investments, Credit, Financial Modeling, Bloomberg, Fixed Annuities, Insurance, Financial Analysis, Mutual Funds, Asset Managment, Finance, Analysis, Bloomberg Terminal
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (MBA)
Dickinson College 2006 — 2010
BS, Economics, Mathematics
Bridgeport Hospital March 2014 - Present
Connecticut Weekender April 2012 - Present
Compass Furnished Apartments January 2012 - Present
Compass Furnished Apartments August 2010 - January 2012
UBS Investment Bank July 2009 - July 2010
Passionist Volunteers International June 2008 - June 2009
Adrienne Kirby Family Literacy Project June 2006 - May 2008
Prudential Financial June 2006 - May 2007
Skills
Social Media, Social Media Marketing, Blogging, Facebook, Advertising, Leadership, Nonprofits, Social Networking, SEO, Event Planning, Salesforce.com, Twitter, LinkedIn, Project Planning, Cardiology, Nursing, Healthcare, Inpatient, Healthcare Information..., Epic Systems, Cerner
Education
Bridgeport Hospital School of Nursing 2012 — 2013
Diploma in Nursing, Nursing
Fairfield University 2004 — 2008
Bachelors of Science, Finance & Information Systems
Derby High School 2000 — 2004
Allstate Financial Services, LLC September 2011 - Present
Huntington National Bank July 2010 - August 2011
Prudential Financial January 2008 - July 2010
Tradewind Mortgage LLC October 1999 - December 2007
Skills
Fixed Annuities, Life Insurance, Disability Insurance, Insurance, Term Life Insurance, Retirement, Series 63, Mutual Funds, Investments, Health Insurance, Sales, Long-term Care, Employee Benefits, Estate Planning, Commercial Insurance, Variable Annuities, Series 65, Series 6, variable universal life
Education
University of Toledo 1995 — 1996
B.S., Economics
Bowling Green State University 1990 — 1994
Toledo Christian
Toledo Christian
Toledo Christian
ottawa hills
Prudential Financial October 2010 - Present
Bowling Green State University July 2008 - May 2010
Oracle May 2007 - September 2007
Claflin University August 2003 - May 2007
JCPenney May 2006 - August 2006
Skills
SQL, VBA, VB.NET, Microsoft SQL Server, Java, Software Development, HTML, C++, MySQL, Business Development, MG-ALFA, GGY Axis, IBM DB2, High Performance..., Oracle Application..., Embarcadero Rapid SQL, Maple, Matlab, Microsoft Office, Windows XP/Vista/7/10, VB6
Education
Bowling Green State University 2008 — 2010
Master’s Degree, Computer Science
Claflin University 2003 — 2007
Bachelor’s Degree, Mathematics and Computer Science
Prudential Financial March 1999 - Present
Skills
SDLC, Business Analysis, Vendor Management, Requirements Gathering, PMO, PMP, Business Process..., IT Strategy, Software Project..., Business Requirements, Project Portfolio..., Business Process, Requirements Analysis, Project Delivery
Education
Bowling Green State University
BSBA, Business Management, Marketing
The Guardian Life Insurance Company of America July 2012 - Present
Prudential Financial June 2004 - November 2012
Unum August 2001 - June 2004
The Hartford February 1982 - July 2000
Education
Bradley University 1974 — 1978
BS, Business Management & Administration
Standard & Poor's 2013 - Present
Pearson September 2004 - 2013
Prudential Financial 2002 - 2004
HVC Technologies August 1999 - March 2002
IEEE 1998 - 1999
Lucent Technologies 1997 - 1998
Trecom Business Systems 1994 - 1997
Skills
Solution Architecture, Enterprise Architecture, IT Strategy, SOA, Identity & Access..., Application Integration, Data Integration, Content Management, Content Search, SDLC, Big Data, Cloud Computing, Rights & Royalties, Architecture, EAI, Startups, Linked Data Cloud, Semantic Web, Software Engineering, Enterprise Software, Integration, Business Process Design, Agile Methodologies, Java Enterprise Edition, Business Intelligence, Software Development, Start-ups, Agile Project Management, Architectures, Web Applications, Strategy
Education
Bradley University 1992 — 1994
MS, Computer Science
Boston University School of Law May 2015 - Present
Law Offices of DaSilva, Hilowitz & McEvily February 2014 - August 2014
Prudential Financial July 2013 - January 2014
Caldwell Manufacturing Company North America, LLC September 2012 - December 2012
MassMutual Financial Group July 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Research, Social Networking, Customer Service, Facebook, Photoshop, Access, Team Building, Public Relations, Fundraising, Spanish, Data Analysis, Event Planning, Team Leadership, Financial Analysis
Education
Boston University School of Law 2014 — 2017
State University of New York College at Geneseo 2009 — 2013
Bachelor of Science (BS), Business Administration, Management and Operations, Graduate
Nyack High School 2005 — 2009
Prudential Financial September 2015 - Present
Prudential Financial August 2014 - July 2015
Futurebiotics Inc October 2013 - July 2014
Resident Essentials November 2010 - August 2013
Shaw's Supermarkets August 2004 - January 2011
Skills
Microsoft Office, QuickBooks, ACT!, Web Design, OS X, Invoicing, Editing, Customer Service, Accounts Receivable, Adobe Acrobat, Customer Satisfaction, Windows 7, Telephone Skills, Facebook, Phone Etiquette, Access, Data Entry, 2M Technologies, Sales, Accounts Payable, Cashiering, Communication, Outlook, Microsoft Word
Education
Bridgewater State College 2010 — 2013
Bachelor of Arts (BA), Communications
Cohasset Middle-High School 2003 — 2007
High School Diploma
New York State Unified Court System 2010 - Present
Belkin Burden Wenig & Goldman, LLP 2008 - 2009
Prudential Financial 2007 - 2007
Savills 2005 - 2006
Skills
Legal Research, Legal Writing, Courts, Westlaw, Litigation, Hearings, Trials, Mediation, Lexis
Education
Boston University - School of Management
Bachelor of Science (BS), Business Administration and Management, General
Saint John's University School of Law
Doctor of Law (JD)
Prudential Financial December 2013 - Present
Education
Boston University 2009 — 2013
Bachelor of Science (B.S.), Business Administration
Intl Business Development Specialists Corp - IBDS Corp February 2012 - Present
Prudential Financial November 2002 - October 2011
Skills
Experience Sales..., Wireless Networking, International Logistics, Managed Services, Cloud Computing, HP, Unified Communications
Education
BYU 1995 — 2000
Bs, Computer Science
Prudential Financial September 2004 - February 2013
Unum October 1996 - September 2004
New England Rebilitation Hospital July 1993 - July 1996
Education
University of Medicine and Dentistry of New Jersey 1990 — 1993
Physical Medicine and Rehabilitation Residency Program
Hahnemann University Hospital 1989 — 1990
Internal Medicine Residency Program - Internship
Université catholique de Lille 1984 — 1989
Doctor of Medicine (MD)
Boston University 1981 — 1983
Pre-Medicine/Pre-Medical Studies
Northeastern University 1974 — 1979
Bachelor of Science (BS)
Law Offices of WIlliam Errico & Associates January 1999 - Present
olson, cannon June 1998 - January 1999
Prudential Financial September 1995 - April 1998
David Allen & Associates June 1994 - August 1995
Allstate May 1987 - June 1994
Skills
Torts, Consumer Law, Litigation, Commercial Litigation, Westlaw, Employment Law, Intellectual Property, Criminal Defense, Appeals, Legal Research, Legal Writing, Bankruptcy, Civil Litigation, Legal Advice, Legal Assistance, Family Law, Hearings, Construction Law, Product Liability, Class Actions, Medical Malpractice, Arbitration, Mediation, Trial Practice, Wrongful Death, Automobile Accidents, Alternative Dispute..., Dispute, Criminal Law, Contract Negotiation, Personal Injury..., Corporate Law, Personal Injury, Dispute Resolution, Trials, Courts
Education
Pepperdine University School of Law 2012 — 2014
Master of Laws (LLM), Dispute Resolution
Michigan State University 1995 — 1998
Doctor of Law (JD) Magna Cum Laude, Law
Brigham Young University - Hawaii 1984 — 1985
Bachelor of Science (BS), Business Administration and Management
Chaminade University of Honolulu 1979 — 1982
Associate of Arts (AA), Economics