Prudential Financial
Industry: Insurance company
DescriptionPrudential Financial, Inc. is an American Fortune Global 500 and Fortune 500 company whose subsidiaries provide insurance, investment management, and other financial products and services to both retail and institutional customers throughout the United States and in over 30 other countries. Headquarters: Newark, New Jersey, United States CEO: Charles F. Lowrey (Dec 1, 2018–) Revenue: 59.69 billion USD (2017) Subsidiaries: PGIM, Gibraltar BSN, PFI Mega Life Insurance,
Prudential Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Prudential Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Prudential Financial Salaries. You can even request information on how much does Prudential Financial pay if you want to. Learn about salaries, pros and cons of working for Prudential Financial directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Employee
Years
Job
Industry
Justin Rubinstein Justin Rubinstein's Prudential Financial Experience 2003 - 2007
Job Vice President at Payden & Rygel
Industry Investment Management
Experience
Payden & Rygel November 2014 - Present
Guggenheim Partners July 2012 - September 2014
Bank of America Merrill Lynch 2009 - 2012
Prudential Financial 2003 - 2007
Skills
Capital Markets, Equities, Financial Modeling, Investment Banking, Private Equity, Valuation, Insurance, Property & Casualty..., Life Insurance, Reinsurance, Corporate Finance, Bloomberg, Hedge Funds, Due Diligence, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
Master of Business Administration (MBA), Accounting and Finance
Colgate University 1999 — 2003
Bachelor's degree, Mathematics
Worcester Academy 1993 — 1999
High School Diploma, Mathematics
Payden & Rygel November 2014 - Present
Guggenheim Partners July 2012 - September 2014
Bank of America Merrill Lynch 2009 - 2012
Prudential Financial 2003 - 2007
Skills
Capital Markets, Equities, Financial Modeling, Investment Banking, Private Equity, Valuation, Insurance, Property & Casualty..., Life Insurance, Reinsurance, Corporate Finance, Bloomberg, Hedge Funds, Due Diligence, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
Master of Business Administration (MBA), Accounting and Finance
Colgate University 1999 — 2003
Bachelor's degree, Mathematics
Worcester Academy 1993 — 1999
High School Diploma, Mathematics
Charlene Lutes Charlene Lutes's Prudential Financial Experience June 2013 - Present
Job Executive Administration Assistant at Prudential Financial
Industry Financial Services
Experience
Prudential Financial June 2013 - Present
Loras College January 2013 - May 2013
Nordstrom January 1995 - December 2005
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Outlook, Access, Event Planning, Time Management, Lotus Notes, Social Media, Public Speaking
Education
College of Lake County 2009 — 2012
Business Administration and Management, General
Prudential Financial June 2013 - Present
Loras College January 2013 - May 2013
Nordstrom January 1995 - December 2005
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Outlook, Access, Event Planning, Time Management, Lotus Notes, Social Media, Public Speaking
Education
College of Lake County 2009 — 2012
Business Administration and Management, General
Darlene Baier Darlene Baier's Prudential Financial Experience October 2012 - April 2013
Job Self Employed
Industry Real Estate
Experience
Prudential Financial October 2012 - April 2013
Prudential Financial 2002 - 2012
Skills
Real Estate, Investments, Business Planning, Team Building, Employee Benefits, Customer Service, Selling, Process Improvement
Education
College of DuPage 1972 — 1975
Psychology
Lake Park High School 1964 — 1968
Prudential Financial October 2012 - April 2013
Prudential Financial 2002 - 2012
Skills
Real Estate, Investments, Business Planning, Team Building, Employee Benefits, Customer Service, Selling, Process Improvement
Education
College of DuPage 1972 — 1975
Psychology
Lake Park High School 1964 — 1968
Reverend Richard lee Dawson,Sr. BA,MS's Prudential Financial Experience April 2009 - 2011
Job A RLD Group/founder
Industry Real Estate
Experience
United People 2004 - Present
ElixirCoverall 1997 - Present
Prudential Financial April 2009 - 2011
Commerical Real Estate March 1999 - November 2004
Volunteers of America 2001 - 2003
Huther Doyle 1997 - 2001
Hillside Family of Agencies 1992 - 1996
Skills
Pastoral Counseling, Policy Analysis, Grant Writing, Fundraising, Public Speaking, Conflict Resolution, Leadership, Nonprofits, Leadership Development, Community Outreach, Event Planning, Volunteer Management, System Administration, Teaching, Community Development, Staff Development, Program Development, Strategic Planning, Property Management, Training, Business Development, Coaching, Team Building, Real Estate License, Workshop Facilitation, Leases, Real Estate, Agents, Referrals, Non-profit..., Policy, Organizational..., Sales, Move Up Buyers
Education
SUNY Brockport
Masters of Science
Colgate Rochester Crozer Divinity School 1987 — 1989
Master, Divinity
Syracuse University 1983 — 1985
BA, Public Policy/Social Work
Corning Community College
AAS,AA
United People 2004 - Present
ElixirCoverall 1997 - Present
Prudential Financial April 2009 - 2011
Commerical Real Estate March 1999 - November 2004
Volunteers of America 2001 - 2003
Huther Doyle 1997 - 2001
Hillside Family of Agencies 1992 - 1996
Skills
Pastoral Counseling, Policy Analysis, Grant Writing, Fundraising, Public Speaking, Conflict Resolution, Leadership, Nonprofits, Leadership Development, Community Outreach, Event Planning, Volunteer Management, System Administration, Teaching, Community Development, Staff Development, Program Development, Strategic Planning, Property Management, Training, Business Development, Coaching, Team Building, Real Estate License, Workshop Facilitation, Leases, Real Estate, Agents, Referrals, Non-profit..., Policy, Organizational..., Sales, Move Up Buyers
Education
SUNY Brockport
Masters of Science
Colgate Rochester Crozer Divinity School 1987 — 1989
Master, Divinity
Syracuse University 1983 — 1985
BA, Public Policy/Social Work
Corning Community College
AAS,AA
Perry Stalvey's Prudential Financial Experience June 2009 - December 2010
Job State Farm Agent
Industry Insurance
Experience
State Farm Insurance January 2010 - Present
Prudential Financial June 2009 - December 2010
Skills
Insurance, Property & Casualty..., Renters, Workers Compensation, Life Insurance, Customer Service, Mortgage Banking, Loans, Auto Finanacing, Retirement Planning, Long Term Care Insurance, Health Insurance, Sales, Whole Life, Term Life Insurance, Homeowners
Education
Coastal Carolina University 2007 — 2010
Bachelor of science, Political Science
State Farm Insurance January 2010 - Present
Prudential Financial June 2009 - December 2010
Skills
Insurance, Property & Casualty..., Renters, Workers Compensation, Life Insurance, Customer Service, Mortgage Banking, Loans, Auto Finanacing, Retirement Planning, Long Term Care Insurance, Health Insurance, Sales, Whole Life, Term Life Insurance, Homeowners
Education
Coastal Carolina University 2007 — 2010
Bachelor of science, Political Science
Jason Monroe, CFP(r)'s Prudential Financial Experience January 2000 - November 2004
Job Insurance Specialist at First Interstate Bank
Industry Banking
Experience
First Interstate Bank July 2006 - Present
MetLife November 2004 - July 2006
Prudential Financial January 2000 - November 2004
Skills
Credit Analysis, Finance, Insurance, Customer Service, Microsoft Office, PowerPoint, Business Development, Leadership, Banking, Small Business, Financial Analysis
Education
College for Financial Planning 2008 — 2010
Certified Financial Planner
Montana State University-Bozeman 1995 — 1999
Bachelor of Science (B.S.), Finance, General
First Interstate Bank July 2006 - Present
MetLife November 2004 - July 2006
Prudential Financial January 2000 - November 2004
Skills
Credit Analysis, Finance, Insurance, Customer Service, Microsoft Office, PowerPoint, Business Development, Leadership, Banking, Small Business, Financial Analysis
Education
College for Financial Planning 2008 — 2010
Certified Financial Planner
Montana State University-Bozeman 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Ervis Mellani Ervis Mellani's Prudential Financial Experience June 2008 - May 2009
Job Sales Vice President at Capitas Financial NorthCoast Brokerage
Industry Insurance
Experience
Capitas Financial September 2014 - Present
Farmers Insurance March 2014 - August 2014
NorthCoast Brokerage Agency Inc January 2010 - March 2014
Prudential Financial June 2008 - May 2009
Skills
Fixed Annuities, Sales, Investments, Insurance, Employee Benefits, Series 63, Mutual Funds, Disability Insurance, 401k, Long-term Care, Financial Services, Universal Life
Education
Cleveland State University 2003 — 2008
Economics & Finance
Capitas Financial September 2014 - Present
Farmers Insurance March 2014 - August 2014
NorthCoast Brokerage Agency Inc January 2010 - March 2014
Prudential Financial June 2008 - May 2009
Skills
Fixed Annuities, Sales, Investments, Insurance, Employee Benefits, Series 63, Mutual Funds, Disability Insurance, 401k, Long-term Care, Financial Services, Universal Life
Education
Cleveland State University 2003 — 2008
Economics & Finance
Ron Espinoza Ron Espinoza's Prudential Financial Experience May 1995 - July 2000
Job Registered Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. 2006 - Present
UBS Portfolio Manager 2002 - 2013
Morgan Stanley August 2001 - November 2006
Prudential Financial May 1995 - July 2000
Education
Cogswell Polytechnical College 1983 — 1986
Associate's degree - Civil Engineering, Civil Engineering
Cogswell Polytechnical College 1983 — 1986
Associate of Arts (A.A.), Civil Engineering
UBS Financial Services Inc. 2006 - Present
UBS Portfolio Manager 2002 - 2013
Morgan Stanley August 2001 - November 2006
Prudential Financial May 1995 - July 2000
Education
Cogswell Polytechnical College 1983 — 1986
Associate's degree - Civil Engineering, Civil Engineering
Cogswell Polytechnical College 1983 — 1986
Associate of Arts (A.A.), Civil Engineering
Gregory Augustine's Prudential Financial Experience September 1991 - October 2011
Job Associate Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. INC October 2011 - Present
Prudential Financial September 1991 - October 2011
Skills
Wealth Managemant..., Wealth-Preservation..., Risk Management..., Retirement, Insurance, Investments
Education
Cleveland State University 1986 — 1990
Bachelor of Business Administration (BBA), Finance, General
Oppenheimer & Co. INC October 2011 - Present
Prudential Financial September 1991 - October 2011
Skills
Wealth Managemant..., Wealth-Preservation..., Risk Management..., Retirement, Insurance, Investments
Education
Cleveland State University 1986 — 1990
Bachelor of Business Administration (BBA), Finance, General
Andrew Grace ChFC®, AIF® Andrew Grace ChFC®, AIF®'s Prudential Financial Experience June 2000 - October 2005
Job Partner / Financial Advisor at Capital View Wealth Management
Industry Financial Services
Experience
Capital View Wealth Management March 2012 - Present
Cambridge Investment Research, Inc. 2009 - Present
The Conte Browne Group November 2005 - May 2012
Prudential Financial June 2000 - October 2005
Skills
Wealth Management, Investments, FINRA, Securities, Investment Advisory, Financial Advisory, 401k Rollovers, Retirement Planning, Retirement, IRAs, Finance, Investment Strategies, Strategic Financial..., Mutual Funds, Fixed Annuities, 401k, Asset Allocation, Series 7
Education
The American College
ChFC, Financial Planning and Services
College for Financial Planning
CMFC, Financial Planning and Services
Harrisburg Area Community College
Business Administration and Management
Capital View Wealth Management March 2012 - Present
Cambridge Investment Research, Inc. 2009 - Present
The Conte Browne Group November 2005 - May 2012
Prudential Financial June 2000 - October 2005
Skills
Wealth Management, Investments, FINRA, Securities, Investment Advisory, Financial Advisory, 401k Rollovers, Retirement Planning, Retirement, IRAs, Finance, Investment Strategies, Strategic Financial..., Mutual Funds, Fixed Annuities, 401k, Asset Allocation, Series 7
Education
The American College
ChFC, Financial Planning and Services
College for Financial Planning
CMFC, Financial Planning and Services
Harrisburg Area Community College
Business Administration and Management
Douglas Gallwas, CRPC ®'s Prudential Financial Experience 1988 - 1989
Job Managing Partner, GT Financial Advisors, LLC
Industry Financial Services
Experience
GT Financial Advisors 1991 - Present
Woodbury Financial Services 1991 - Present
Intervest International Equities 1989 - 1991
Prudential Financial 1988 - 1989
Boys Town (Childrens Industrial Home) 1987 - 1988
U.S. Department of State 1985 - 1985
Army National Guard 1982 - 1985
Education
College for Financial Planning
Chartered Retirement Planning Counselor, CRPC ®
College for Financial Planning 1994 — 1997
Completed the Certified Financial Planner Professional Education Program
Humboldt State University
Bachelor's Degree Economics ~ Bachelor's Degree Political Science ~ Minor in Art History
The University of Connecticut 1982 — 1984
Minor in Military Science, ARMY - ROTC
GT Financial Advisors 1991 - Present
Woodbury Financial Services 1991 - Present
Intervest International Equities 1989 - 1991
Prudential Financial 1988 - 1989
Boys Town (Childrens Industrial Home) 1987 - 1988
U.S. Department of State 1985 - 1985
Army National Guard 1982 - 1985
Education
College for Financial Planning
Chartered Retirement Planning Counselor, CRPC ®
College for Financial Planning 1994 — 1997
Completed the Certified Financial Planner Professional Education Program
Humboldt State University
Bachelor's Degree Economics ~ Bachelor's Degree Political Science ~ Minor in Art History
The University of Connecticut 1982 — 1984
Minor in Military Science, ARMY - ROTC
Greg Pang Greg Pang's Prudential Financial Experience 1989 - 1993
Job Financial Consultant at Capital One Financial Advisors
Industry Financial Services
Experience
Capital One 2003 - Present
Smith Barney Brokerage Firm 1993 - 2003
Prudential Financial 1989 - 1993
Skills
Financial Services, Relationship Management, Banking, Risk Management
Education
Colgate University 1983 — 1987
Bachelor of Arts (B.A.), Economics
Capital One 2003 - Present
Smith Barney Brokerage Firm 1993 - 2003
Prudential Financial 1989 - 1993
Skills
Financial Services, Relationship Management, Banking, Risk Management
Education
Colgate University 1983 — 1987
Bachelor of Arts (B.A.), Economics
Rachel Carter's Prudential Financial Experience October 2008 - April 2010
Job Wilmington, North Carolina
Industry Financial Services
Experience
Rachel Carter - Coastal Captures 2014 - Present
Carolina Project June 2011 - Present
Morgan Stanley Wealth Management August 2012 - November 2014
My Carolina Town June 2011 - July 2012
My Carolina Town July 2010 - May 2011
Prudential Financial October 2008 - April 2010
National Planning Corporation August 2007 - September 2008
Jackson National Life January 2006 - July 2007
Heald Financial Advisors June 2001 - 2005
Skills
Marketing Communications, Advertising, Marketing, Social Media, Public Speaking, Sales, Team Building, Social Media Marketing, Strategic Planning, Public Relations, PowerPoint, Microsoft Excel, Social Networking, Leadership, Fundraising, Event Planning, Customer Service, Account Management, Business Development, New Business Development, Budgets, Online Advertising, Email Marketing
Education
The American College 2008 — 2017
Retirement Income
College for Financial Planning 2014 — 2016
Retirement Plans
Lorenzo de'Medici 2004 — 2004
Art
Towson University
B.S. Psychology, Neuropsychology, Photography, Italian
Rachel Carter - Coastal Captures 2014 - Present
Carolina Project June 2011 - Present
Morgan Stanley Wealth Management August 2012 - November 2014
My Carolina Town June 2011 - July 2012
My Carolina Town July 2010 - May 2011
Prudential Financial October 2008 - April 2010
National Planning Corporation August 2007 - September 2008
Jackson National Life January 2006 - July 2007
Heald Financial Advisors June 2001 - 2005
Skills
Marketing Communications, Advertising, Marketing, Social Media, Public Speaking, Sales, Team Building, Social Media Marketing, Strategic Planning, Public Relations, PowerPoint, Microsoft Excel, Social Networking, Leadership, Fundraising, Event Planning, Customer Service, Account Management, Business Development, New Business Development, Budgets, Online Advertising, Email Marketing
Education
The American College 2008 — 2017
Retirement Income
College for Financial Planning 2014 — 2016
Retirement Plans
Lorenzo de'Medici 2004 — 2004
Art
Towson University
B.S. Psychology, Neuropsychology, Photography, Italian
Rick Loudenback's Prudential Financial Experience April 1993 - November 2005
Job Executive VP, GCG Financial
Industry Financial Services
Experience
GCG Financial December 2005 - Present
Prudential Financial April 1993 - November 2005
Transamerica March 1984 - April 1993
Skills
Retirement Planning, Strategic Financial..., Retirement, Series 7, Investments, Wealth Management, Estate Planning, Fixed Annuities, Insurance, 401k, Mutual Funds, Long-term Care, Life Insurance, Securities, Disability Insurance, Employee Benefits, Asset Managment, Financial Advisory, Portfolio Management, Risk Management, Holistic Financial..., Wealth Preservation..., Tax Free Income, College Funding..., College Education..., Intergenerational..., Concentrated Stock..., Alternative Investment..., Tactical Asset..., Income for Life, Permanent Life Insurance, Business Overhead..., Key Person Protection, Individual Pension Plans, Critical Illness, Shareholder Protection, Certified Financial..., FPA, Executive Sales..., Client/Hiring Manager..., Building Strong..., Talent Pipelining, Talent Mining, Talent Intelligence, Talent Analytics, High Potential...
Education
College for Financial Planning 2002 — 2003
Certified Financial Planner, Financial Planning
Columbia College 1990 — 1991
BS, Business Administration
Truman State University 1979 — 1983
Bachelor of Science (BS), Business
Macon, MO
GCG Financial December 2005 - Present
Prudential Financial April 1993 - November 2005
Transamerica March 1984 - April 1993
Skills
Retirement Planning, Strategic Financial..., Retirement, Series 7, Investments, Wealth Management, Estate Planning, Fixed Annuities, Insurance, 401k, Mutual Funds, Long-term Care, Life Insurance, Securities, Disability Insurance, Employee Benefits, Asset Managment, Financial Advisory, Portfolio Management, Risk Management, Holistic Financial..., Wealth Preservation..., Tax Free Income, College Funding..., College Education..., Intergenerational..., Concentrated Stock..., Alternative Investment..., Tactical Asset..., Income for Life, Permanent Life Insurance, Business Overhead..., Key Person Protection, Individual Pension Plans, Critical Illness, Shareholder Protection, Certified Financial..., FPA, Executive Sales..., Client/Hiring Manager..., Building Strong..., Talent Pipelining, Talent Mining, Talent Intelligence, Talent Analytics, High Potential...
Education
College for Financial Planning 2002 — 2003
Certified Financial Planner, Financial Planning
Columbia College 1990 — 1991
BS, Business Administration
Truman State University 1979 — 1983
Bachelor of Science (BS), Business
Macon, MO
Darren Dean, CLU Darren Dean, CLU's Prudential Financial Experience January 2013 - May 2014
Job Sales Vice President at Lincoln Financial Distributors
Industry Wholesale
Experience
Lincoln Financial Distributors June 2014 - Present
Prudential Financial January 2013 - May 2014
Hartford Life February 2011 - January 2013
Hartford Life September 2007 - February 2011
David Justice Financial Services, Cambridge Investment Research, Carolina Capital Management August 2005 - September 2007
Skills
Investments, Estate Planning, Finance, Insurance, Wealth Management, Employee Benefits, Financial Planners, 401k, Asset Management, Series 6, Life Insurance, Health Insurance, Business Planning, Multi-generational..., Investment Strategies, Team Building, Leadership, Financial Analysis, Competitive Analysis, Strategic Financial..., Financial Modeling, Risk Management, Mutual Funds
Education
The American College 2008 — 2014
CLU, Chartered Life Underwriter
College of Charleston 2003 — 2005
BS, Business Administration
Lincoln Financial Distributors June 2014 - Present
Prudential Financial January 2013 - May 2014
Hartford Life February 2011 - January 2013
Hartford Life September 2007 - February 2011
David Justice Financial Services, Cambridge Investment Research, Carolina Capital Management August 2005 - September 2007
Skills
Investments, Estate Planning, Finance, Insurance, Wealth Management, Employee Benefits, Financial Planners, 401k, Asset Management, Series 6, Life Insurance, Health Insurance, Business Planning, Multi-generational..., Investment Strategies, Team Building, Leadership, Financial Analysis, Competitive Analysis, Strategic Financial..., Financial Modeling, Risk Management, Mutual Funds
Education
The American College 2008 — 2014
CLU, Chartered Life Underwriter
College of Charleston 2003 — 2005
BS, Business Administration
Kate Barbre Otter Kate Barbre Otter's Prudential Financial Experience October 2010 - March 2011
Job Customer Service and Sales Representative at smarTours
Industry Hospitality
Experience
smarTours March 2015 - Present
Classic Escapes Inc. January 2015 - March 2015
Classic Escapes Inc. January 2014 - January 2015
Gate 1 Travel March 2011 - October 2013
Prudential Financial October 2010 - March 2011
John Rutledge House Inn January 2009 - August 2010
Boston University Dresden August 2007 - July 2008
Congress Bundestag Youth Exchange Program August 2006 - July 2007
Skills
Hospitality, German, Customer Service, Sales, Tourism, Airline Reservations, Time Management, Food & Beverage, Restaurants, Google Docs, Social Networking, Hotels, Training, Event Management, Public Speaking, Social Media, Microsoft Office, Management
Education
College of Charleston 2002 — 2006
Bachelor of Arts (BA), German Language and Literature
Eberhard Karls Universität Tübingen 2004 — 2005
Study Abroad, German Studies
Pennridge High School 1998 — 2002
smarTours March 2015 - Present
Classic Escapes Inc. January 2015 - March 2015
Classic Escapes Inc. January 2014 - January 2015
Gate 1 Travel March 2011 - October 2013
Prudential Financial October 2010 - March 2011
John Rutledge House Inn January 2009 - August 2010
Boston University Dresden August 2007 - July 2008
Congress Bundestag Youth Exchange Program August 2006 - July 2007
Skills
Hospitality, German, Customer Service, Sales, Tourism, Airline Reservations, Time Management, Food & Beverage, Restaurants, Google Docs, Social Networking, Hotels, Training, Event Management, Public Speaking, Social Media, Microsoft Office, Management
Education
College of Charleston 2002 — 2006
Bachelor of Arts (BA), German Language and Literature
Eberhard Karls Universität Tübingen 2004 — 2005
Study Abroad, German Studies
Pennridge High School 1998 — 2002
Robert T. Murphy III, CRPC Robert T. Murphy III, CRPC's Prudential Financial Experience 2003 - 2005
Job National Sales Manager, BrokerDealer Division at DressanderBHC
Industry Financial Services
Experience
DressanderBHC Strategic Relationship ManagementPrudential FinancialFebruary 2012 - January 2014
Western & Southern Financial Group September 2005 - February 2012
Prudential Financial 2003 - 2005
American Skandia 1997 - 2003
Skills
Asset Allocation, Business Strategy, Leadership, Series 63, Strategic Partnerships, Management, Retirement Planning, Financial Services, 401k, Investments, Life Insurance, Mutual Funds, Series 6, Securities, FINRA, Retirement, Wealth Management, Fixed Annuities, Variable Annuities, Relationship Management, Series 65, ETFs, Finance, IRAs, Investment Advisory, 401k Rollovers, Wealth Management..., Business Relationship..., Fixed Income, Insurance, Financial Advisory, Asset Management, Equities, Investment Strategies, Strategic Financial..., Wealth, Financial Planners, Pensions, Long Term Care Insurance, Alternative Investments, Life & Health Insurance..., Defined Contribution, Portfolio Management, Risk Management
Education
Fairfield University 1995 — 1999
BS, Business Management & Finance
College for Financial Planning 2009 — 2010
CRPC, Chartered Retirement Planning Counselor
DressanderBHC Strategic Relationship ManagementPrudential FinancialFebruary 2012 - January 2014
Western & Southern Financial Group September 2005 - February 2012
Prudential Financial 2003 - 2005
American Skandia 1997 - 2003
Skills
Asset Allocation, Business Strategy, Leadership, Series 63, Strategic Partnerships, Management, Retirement Planning, Financial Services, 401k, Investments, Life Insurance, Mutual Funds, Series 6, Securities, FINRA, Retirement, Wealth Management, Fixed Annuities, Variable Annuities, Relationship Management, Series 65, ETFs, Finance, IRAs, Investment Advisory, 401k Rollovers, Wealth Management..., Business Relationship..., Fixed Income, Insurance, Financial Advisory, Asset Management, Equities, Investment Strategies, Strategic Financial..., Wealth, Financial Planners, Pensions, Long Term Care Insurance, Alternative Investments, Life & Health Insurance..., Defined Contribution, Portfolio Management, Risk Management
Education
Fairfield University 1995 — 1999
BS, Business Management & Finance
College for Financial Planning 2009 — 2010
CRPC, Chartered Retirement Planning Counselor
Brian McCleave Brian McCleave's Prudential Financial Experience December 2011 - Present
Job Senior Vice President, Sales and Key Account Management at Prudential Retirement
Industry Financial Services
Experience
Prudential Financial December 2011 - Present
Prudential Financial November 2010 - December 2011
Prudential Financial June 2005 - November 2010
Nationwide Financial June 1996 - June 2005
Skills
Sales Management, 401k, Retirement, Defined Benefit, Series 6, Series 7, Series 63, Pensions, Mutual Funds, Defined Contribution, Investments, Fixed Annuities, Retirement Planning, ERISA, Retirement Plan...
Education
Cleveland State University 1992 — 1995
Bachelor of Arts, Psychology and History
The Ohio State University 1991 — 1992
Psychology
Prudential Financial December 2011 - Present
Prudential Financial November 2010 - December 2011
Prudential Financial June 2005 - November 2010
Nationwide Financial June 1996 - June 2005
Skills
Sales Management, 401k, Retirement, Defined Benefit, Series 6, Series 7, Series 63, Pensions, Mutual Funds, Defined Contribution, Investments, Fixed Annuities, Retirement Planning, ERISA, Retirement Plan...
Education
Cleveland State University 1992 — 1995
Bachelor of Arts, Psychology and History
The Ohio State University 1991 — 1992
Psychology
Dennis Dressel Dennis Dressel's Prudential Financial Experience September 2008 - April 2012
Job Investigator at U.S. Department of Labor
Industry Financial Services
Experience
U.S. Department of Labor July 2015 - Present
Shore Tompkins Actuarial Resources March 2014 - July 2015
Mercer July 2013 - March 2014
Grant Thornton LLP April 2012 - May 2013
Prudential Financial September 2008 - April 2012
Deloitte Consulting January 2006 - August 2008
Ford Motor Company September 2004 - January 2006
Brunswick Corporation September 2002 - September 2004
Towers Watson October 2000 - September 2002
Segal 1997 - 1999
Skills
Plan Design, M&A experience, Pensions, Actuarial, Retirement, Investments, Compliance, Risk, Defined Benefit, Employee Benefits, Risk Management, Mergers, Asset Management, Financial Reporting, Due Diligence, Valuation, Financial Analysis, Pricing, Benefits, Data Analysis, Actuarial Science, Benefits Administration, Analysis, Strategic Planning, Excel, Funding, Change Management, Process Improvement, Word, ALM, Statistics, Problem Solving, Executive Compensation, Management Consulting, New Business Development, Pension Funds, Internal Controls, Cost Reduction, Organizational Design, Executive Pay, Defined Contribution
Education
University of Illinois at Urbana-Champaign 1990 — 1992
Bachelors of Science, Actuarial Science
College of Lake County 1987 — 1990
None, Business
Northern Illinois University 1986 — 1987
None, Accounting
U.S. Department of Labor July 2015 - Present
Shore Tompkins Actuarial Resources March 2014 - July 2015
Mercer July 2013 - March 2014
Grant Thornton LLP April 2012 - May 2013
Prudential Financial September 2008 - April 2012
Deloitte Consulting January 2006 - August 2008
Ford Motor Company September 2004 - January 2006
Brunswick Corporation September 2002 - September 2004
Towers Watson October 2000 - September 2002
Segal 1997 - 1999
Skills
Plan Design, M&A experience, Pensions, Actuarial, Retirement, Investments, Compliance, Risk, Defined Benefit, Employee Benefits, Risk Management, Mergers, Asset Management, Financial Reporting, Due Diligence, Valuation, Financial Analysis, Pricing, Benefits, Data Analysis, Actuarial Science, Benefits Administration, Analysis, Strategic Planning, Excel, Funding, Change Management, Process Improvement, Word, ALM, Statistics, Problem Solving, Executive Compensation, Management Consulting, New Business Development, Pension Funds, Internal Controls, Cost Reduction, Organizational Design, Executive Pay, Defined Contribution
Education
University of Illinois at Urbana-Champaign 1990 — 1992
Bachelors of Science, Actuarial Science
College of Lake County 1987 — 1990
None, Business
Northern Illinois University 1986 — 1987
None, Accounting
Andy Gentile Andy Gentile's Prudential Financial Experience May 1998 - March 2009
Job Certified Financial Planner®, President, Ascend Wealth Management LLC, Duluth Georgia
Industry Financial Services
Experience
Ascend Wealth Management June 2011 - Present
Prudential Financial May 1998 - March 2009
American Express Financial Advisors December 1983 - May 1998
Skills
Retirement Planning, Disability Insurance, Estate Planning, Fixed Annuities, Retirement, Insurance, Wealth Management, Securities, Leadership, Finance, Strategic Planning
Education
Fordham University 1979 — 1983
BS, Economics
College for Financial Planning 1985 — 1987
CFP®, Financial Planning
Fordham Prep 1975 — 1979
The American College 1987 — 1990
CLU,ChFC,CLF, Financial Planning
Ascend Wealth Management June 2011 - Present
Prudential Financial May 1998 - March 2009
American Express Financial Advisors December 1983 - May 1998
Skills
Retirement Planning, Disability Insurance, Estate Planning, Fixed Annuities, Retirement, Insurance, Wealth Management, Securities, Leadership, Finance, Strategic Planning
Education
Fordham University 1979 — 1983
BS, Economics
College for Financial Planning 1985 — 1987
CFP®, Financial Planning
Fordham Prep 1975 — 1979
The American College 1987 — 1990
CLU,ChFC,CLF, Financial Planning
Paul 'Stumpy' Powers Paul 'Stumpy' Powers's Prudential Financial Experience 1998 - 2006
Job P. Powers Consulting, LLC
Industry Insurance
Experience
P. Powers Consulting, LLC March 2015 - Present
Powers Insurance Partners, LLC July 2011 - Present
Advantage Futures 2010 - 2011
MF Global April 2006 - October 2010
Prudential Financial 1998 - 2006
RBS Greenwich Capital 1994 - 1998
Dean Witter Reynolds 1984 - 1994
Skills
Employee Benefits, Personal Development, Succession Planning, Property & Casualty..., Liability, Premium Financing, Personnel Management, Risk Management, Permanent Life Insurance, Long Term Care Insurance, Umbrella Insurance, Disability Insurance, General Insurance, employee group waiver..., Insurance, Workers Compensation, Underwriting, Strategy, Life Insurance, Legal Liability, Investments, Business Planning, Retirement, Ancillary Benefits, Medical Claims Audits, Prescription Drug...
Education
University of Wyoming
College of DuPage
P. Powers Consulting, LLC March 2015 - Present
Powers Insurance Partners, LLC July 2011 - Present
Advantage Futures 2010 - 2011
MF Global April 2006 - October 2010
Prudential Financial 1998 - 2006
RBS Greenwich Capital 1994 - 1998
Dean Witter Reynolds 1984 - 1994
Skills
Employee Benefits, Personal Development, Succession Planning, Property & Casualty..., Liability, Premium Financing, Personnel Management, Risk Management, Permanent Life Insurance, Long Term Care Insurance, Umbrella Insurance, Disability Insurance, General Insurance, employee group waiver..., Insurance, Workers Compensation, Underwriting, Strategy, Life Insurance, Legal Liability, Investments, Business Planning, Retirement, Ancillary Benefits, Medical Claims Audits, Prescription Drug...
Education
University of Wyoming
College of DuPage
John Regina John Regina's Prudential Financial Experience April 2004 - April 2008
Job SubAdvised Investment Consultant at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors 2013 - Present
Allianz Global Investors 2013 - Present
Taurian Capital Advisors 2008 - 2010
Prudential Financial April 2004 - April 2008
Columbus Circle Investors August 1998 - April 2004
American Skandia 1996 - 1998
Education
Fairfield University 1996 — 1998
MS, Finance
Coastal Carolina University 1993 — 1996
BS, Finance & Management
Allianz Global Investors 2013 - Present
Allianz Global Investors 2013 - Present
Taurian Capital Advisors 2008 - 2010
Prudential Financial April 2004 - April 2008
Columbus Circle Investors August 1998 - April 2004
American Skandia 1996 - 1998
Education
Fairfield University 1996 — 1998
MS, Finance
Coastal Carolina University 1993 — 1996
BS, Finance & Management
Amanda Kikta's Prudential Financial Experience May 2015 - Present
Job Financial Professional at Prudential Financial
Industry Marketing and Advertising
Experience
Prudential Financial May 2015 - Present
Charlie Brown's Steakhouse May 2011 - Present
Myrtle Beach Real Estate February 2013 - May 2013
Meridian Health Foundation May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Public Speaking, Social Media, Teamwork, Marketing, Research, Critical Thinking, Leadership, Healthcare, Time Management, SEO
Education
Coastal Carolina University 2009 — 2013
Bachelor of Science (B.S.), Marketing
Prudential Financial May 2015 - Present
Charlie Brown's Steakhouse May 2011 - Present
Myrtle Beach Real Estate February 2013 - May 2013
Meridian Health Foundation May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Public Speaking, Social Media, Teamwork, Marketing, Research, Critical Thinking, Leadership, Healthcare, Time Management, SEO
Education
Coastal Carolina University 2009 — 2013
Bachelor of Science (B.S.), Marketing
Justin Mackey's Prudential Financial Experience July 2011 - December 2011
Job Sales Manager at Lake Truck Sales and Service, Inc. Jones Equipment, Inc. and JEL Idealease, Inc.
Industry Transportation/Trucking/Railroad
Experience
Lake Truck Sales and Service, Inc., Jones Equipment, Inc., and JEL Idealease, Inc. January 2012 - Present
Prudential Financial July 2011 - December 2011
Chili's Grill & Bar May 2010 - December 2011
The Grand Lodge of Free and Accepted Masons of Ohio April 2011 - June 2011
Richard Maxwell September 2008 - April 2011
Madison Dairy Queen March 2007 - April 2009
Skills
Significant experience..., Proficient in..., Proficient in Microsoft..., Proficient in Apple's..., Restaurant Management, Restaurants, Food & Beverage, Data Entry, Sales, Training, New Business Development, Negotiation, Microsoft Office
Education
Cleveland State University 2014 — 2017
Master of Business Administration (MBA)
The Ohio State University 2007 — 2011
Bachelor of Arts (BA), History
Lakeland Community College 2005 — 2007
Post Secondary Education Option, General
Madison High School 2003 — 2007
Diploma, General
Lake Truck Sales and Service, Inc., Jones Equipment, Inc., and JEL Idealease, Inc. January 2012 - Present
Prudential Financial July 2011 - December 2011
Chili's Grill & Bar May 2010 - December 2011
The Grand Lodge of Free and Accepted Masons of Ohio April 2011 - June 2011
Richard Maxwell September 2008 - April 2011
Madison Dairy Queen March 2007 - April 2009
Skills
Significant experience..., Proficient in..., Proficient in Microsoft..., Proficient in Apple's..., Restaurant Management, Restaurants, Food & Beverage, Data Entry, Sales, Training, New Business Development, Negotiation, Microsoft Office
Education
Cleveland State University 2014 — 2017
Master of Business Administration (MBA)
The Ohio State University 2007 — 2011
Bachelor of Arts (BA), History
Lakeland Community College 2005 — 2007
Post Secondary Education Option, General
Madison High School 2003 — 2007
Diploma, General
Brett Marfurt's Prudential Financial Experience June 2011 - August 2011
Job Investment Analyst at Prudential Fixed Income
Industry Investment Management
Experience
Prudential Fixed Income July 2012 - Present
CircumRent November 2013 - March 2014
Colgate University September 2010 - January 2012
Prudential Financial June 2011 - August 2011
Colonie Golf and Country Club May 2006 - August 2010
Skills
Fundraising, Bloomberg, Quantitative Analytics, Stata, Financial Modeling, Economics, Investments, Financial Analysis, Microsoft Excel, Forecasting, SAS, Credit Analysis, Event Management, Team Leadership
Education
Colgate University 2008 — 2012
Bachelor of Arts (B.A.), Economics, Political Science
Colgate University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Prudential Fixed Income July 2012 - Present
CircumRent November 2013 - March 2014
Colgate University September 2010 - January 2012
Prudential Financial June 2011 - August 2011
Colonie Golf and Country Club May 2006 - August 2010
Skills
Fundraising, Bloomberg, Quantitative Analytics, Stata, Financial Modeling, Economics, Investments, Financial Analysis, Microsoft Excel, Forecasting, SAS, Credit Analysis, Event Management, Team Leadership
Education
Colgate University 2008 — 2012
Bachelor of Arts (B.A.), Economics, Political Science
Colgate University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Marcos Rada Marcos Rada's Prudential Financial Experience July 1996 - December 1998
Job Real Estate Sales Agent at Douglas Elliman
Industry Real Estate
Experience
Douglas Elliman Real Estate October 2002 - Present
IBM December 1998 - July 2002
Prudential Financial July 1996 - December 1998
American Express September 1988 - June 1996
Hill and Knowlton 1983 - 1988
Skills
Real Estate, Corporate Communications, Selling, Budgets, Marketing Strategy, Marketing, Social Media, Marketing Communications, Public Relations, Social Networking, Online Marketing, Investment Properties
Education
Colgate University 1978 — 1982
A.B.
Douglas Elliman Real Estate October 2002 - Present
IBM December 1998 - July 2002
Prudential Financial July 1996 - December 1998
American Express September 1988 - June 1996
Hill and Knowlton 1983 - 1988
Skills
Real Estate, Corporate Communications, Selling, Budgets, Marketing Strategy, Marketing, Social Media, Marketing Communications, Public Relations, Social Networking, Online Marketing, Investment Properties
Education
Colgate University 1978 — 1982
A.B.
Dan Moss Dan Moss's Prudential Financial Experience 1988 - 2006
Job CFO and Vice Chairman of Geophia, LLC
Industry Financial Services
Experience
Geophia,LLC August 2013 - Present
The World Chamber of Commerce 2009 - Present
Morgan Stanley Capital International February 2009 - February 2013
UBS Financial Services 2006 - 2009
Prudential Financial 1988 - 2006
EF Hutton and Company 1974 - 1988
Skills
Taught courses at Emory..., These courses were on..., planning. I won three..., In addition, I taught..., Coca Cola Company, Gulf..., Start-ups, Mergers & Acquisitions, Due Diligence, Venture Capital, Investments, Entrepreneurship, Event Planning, Leadership, Strategic Partnerships, New Business Development, Executive Management, Corporate Finance, Management Consulting, Small Business, Financial Modeling, Financial Analysis, Management, Private Equity, Strategic Planning, Risk Management, Finance, Contract Negotiation, Marketing Strategy, Corporate Development, Business Planning, Business Strategy, Business Development, Strategy, Competitive Analysis, Negotiation, Fundraising, International Business, Leadership Development, Strategic Financial..., Angel Investing, Team Building, Budgets, Marketing, Valuation, Portfolio Management, Wealth Management, Emerging Markets, Asset Management, Restructuring, Alternative Investments
Education
UNC Chapel Hill 1966 — 1970
Bachelor's degree, Economics and political science
College for Financial Planning 1973 — 1974
C.F.P. (Certified Financial Planner), Financial Planning and Services
Geophia,LLC August 2013 - Present
The World Chamber of Commerce 2009 - Present
Morgan Stanley Capital International February 2009 - February 2013
UBS Financial Services 2006 - 2009
Prudential Financial 1988 - 2006
EF Hutton and Company 1974 - 1988
Skills
Taught courses at Emory..., These courses were on..., planning. I won three..., In addition, I taught..., Coca Cola Company, Gulf..., Start-ups, Mergers & Acquisitions, Due Diligence, Venture Capital, Investments, Entrepreneurship, Event Planning, Leadership, Strategic Partnerships, New Business Development, Executive Management, Corporate Finance, Management Consulting, Small Business, Financial Modeling, Financial Analysis, Management, Private Equity, Strategic Planning, Risk Management, Finance, Contract Negotiation, Marketing Strategy, Corporate Development, Business Planning, Business Strategy, Business Development, Strategy, Competitive Analysis, Negotiation, Fundraising, International Business, Leadership Development, Strategic Financial..., Angel Investing, Team Building, Budgets, Marketing, Valuation, Portfolio Management, Wealth Management, Emerging Markets, Asset Management, Restructuring, Alternative Investments
Education
UNC Chapel Hill 1966 — 1970
Bachelor's degree, Economics and political science
College for Financial Planning 1973 — 1974
C.F.P. (Certified Financial Planner), Financial Planning and Services
Glenn Suppanz, MBA, CFP®'s Prudential Financial Experience February 2000 - August 2005
Job Senior Wealth Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Vanguard January 2012 - September 2014
Vanguard May 2010 - December 2011
Vanguard January 2008 - May 2010
Ameriprise Financial Services, Inc. August 2005 - August 2007
Prudential Financial February 2000 - August 2005
Skills
Series 7, Series 63, Life Insurance, Retirement Planning, Mutual Funds, Series 6, Series 24, Uniform Combined State..., Retirement, Wealth Management, FINRA, Investments, Strategic Financial..., Fixed Annuities, Investment Advisory, Financial Advisory, Securities, Estate Planning, Asset Managment, Fixed Income, Portfolio Management, Insurance
Education
University of Miami - School of Business 1995 — 2000
MBA, International Business & Marketing
Rutgers University-New Brunswick 1985 — 1990
BA, Economics
College for Financial Planning
CFP
Vanguard September 2014 - Present
Vanguard January 2012 - September 2014
Vanguard May 2010 - December 2011
Vanguard January 2008 - May 2010
Ameriprise Financial Services, Inc. August 2005 - August 2007
Prudential Financial February 2000 - August 2005
Skills
Series 7, Series 63, Life Insurance, Retirement Planning, Mutual Funds, Series 6, Series 24, Uniform Combined State..., Retirement, Wealth Management, FINRA, Investments, Strategic Financial..., Fixed Annuities, Investment Advisory, Financial Advisory, Securities, Estate Planning, Asset Managment, Fixed Income, Portfolio Management, Insurance
Education
University of Miami - School of Business 1995 — 2000
MBA, International Business & Marketing
Rutgers University-New Brunswick 1985 — 1990
BA, Economics
College for Financial Planning
CFP
Bryan Van Eaton, MBA Bryan Van Eaton, MBA's Prudential Financial Experience 1999 - 2002
Job Executive Director | Operations Manager
Industry Executive Office
Experience
Longmont Luncheon Optimist Club October 2013 - Present
Deep Space Exploration Society February 2012 - Present
905-North Networking September 2011 - Present
Avior Control Technologies, Inc. December 2010 - February 2012
Boulder Breakfast Optimist Club 1986 - 2011
Light for Health, Inc. October 2006 - August 2010
Target 2002 - 2006
Prudential Financial 1999 - 2002
University of Colorado Foundation 1996 - 1999
Denver Academy of Court Reporting 1989 - 1993
Skills
Organizational..., Team Leadership, Admissions, Securities, Compliance, Public Speaking, Leadership Development, Change Management, Non-profits, Foundations, Trade Shows, Event Planning, Fundraising, Curriculum Design, Office Management, Grants, Symphony, Music, QuickBooks, Volunteer Management, Classroom, Business Development, Small Business, Management, Supervisory Skills, Team Building, Executive Management, School Administration, Workshop Facilitation, Training, Employee Training, Staff Development, Community Outreach, Organizational..., Customer Service, Project Planning, Project Management, Program Development, Program Management, Coaching, Budgets, Volunteer Coordination, Vocal Performance, Strategic Planning, Public Relations, Conflict Resolution, Finance, Sales, Proposal Writing, Marketing
Education
University of Colorado at Denver
MBA, Business Administration
College for Financial Planning
CFP, Personal Finance
Fort Lewis College
BA, Music, Geology
University of Houston
None, Graduate Studies in Geophysics
Rice University
None, Geology
Longmont Luncheon Optimist Club October 2013 - Present
Deep Space Exploration Society February 2012 - Present
905-North Networking September 2011 - Present
Avior Control Technologies, Inc. December 2010 - February 2012
Boulder Breakfast Optimist Club 1986 - 2011
Light for Health, Inc. October 2006 - August 2010
Target 2002 - 2006
Prudential Financial 1999 - 2002
University of Colorado Foundation 1996 - 1999
Denver Academy of Court Reporting 1989 - 1993
Skills
Organizational..., Team Leadership, Admissions, Securities, Compliance, Public Speaking, Leadership Development, Change Management, Non-profits, Foundations, Trade Shows, Event Planning, Fundraising, Curriculum Design, Office Management, Grants, Symphony, Music, QuickBooks, Volunteer Management, Classroom, Business Development, Small Business, Management, Supervisory Skills, Team Building, Executive Management, School Administration, Workshop Facilitation, Training, Employee Training, Staff Development, Community Outreach, Organizational..., Customer Service, Project Planning, Project Management, Program Development, Program Management, Coaching, Budgets, Volunteer Coordination, Vocal Performance, Strategic Planning, Public Relations, Conflict Resolution, Finance, Sales, Proposal Writing, Marketing
Education
University of Colorado at Denver
MBA, Business Administration
College for Financial Planning
CFP, Personal Finance
Fort Lewis College
BA, Music, Geology
University of Houston
None, Graduate Studies in Geophysics
Rice University
None, Geology
Melissa Mikus Melissa Mikus's Prudential Financial Experience 1988 - 2001
Job Owner of KID MANIA, LLC
Industry Retail
Experience
KID MANIA, LLC August 2003 - Present
Southpointe Financial Services 2001 - Present
Prudential Financial 1988 - 2001
NJ and Associates 1987 - 1987
Skills
Customer Service, Marketing, Payroll, Sales, Management, Microsoft Office, Retail
Education
Penn Commercial 2003 — 2005
Associate Degree, Accounting
College for Financial Planning
Registered Paraplanner, Finance
KID MANIA, LLC August 2003 - Present
Southpointe Financial Services 2001 - Present
Prudential Financial 1988 - 2001
NJ and Associates 1987 - 1987
Skills
Customer Service, Marketing, Payroll, Sales, Management, Microsoft Office, Retail
Education
Penn Commercial 2003 — 2005
Associate Degree, Accounting
College for Financial Planning
Registered Paraplanner, Finance
Carlos Chinchilla Carlos Chinchilla's Prudential Financial Experience August 2003 - June 2005
Job Partner at Molinera Foods Midwest
Industry Nonprofit Organization Management
Experience
Molinera Foods - Midwest September 2011 - Present
NewBridge Cleveland Center for Arts & Technology April 2009 - Present
Hispanic Alliance Inc. June 2009 - January 2011
DIEX Complete Maintenance Services September 2007 - July 2009
Esperanza Inc May 2005 - June 2009
NSHMBA 2008 - 2009
National City Bank (PNC) July 2005 - September 2007
Prudential Financial August 2003 - June 2005
Getronics EMS May 1994 - April 2002
Education
Cleveland State University 2000 — 2002
MBA, Finance
Universidad de Los Andes 1973 — 1978
MS, Information Systems
Molinera Foods - Midwest September 2011 - Present
NewBridge Cleveland Center for Arts & Technology April 2009 - Present
Hispanic Alliance Inc. June 2009 - January 2011
DIEX Complete Maintenance Services September 2007 - July 2009
Esperanza Inc May 2005 - June 2009
NSHMBA 2008 - 2009
National City Bank (PNC) July 2005 - September 2007
Prudential Financial August 2003 - June 2005
Getronics EMS May 1994 - April 2002
Education
Cleveland State University 2000 — 2002
MBA, Finance
Universidad de Los Andes 1973 — 1978
MS, Information Systems
Alison Gilmore Alison Gilmore's Prudential Financial Experience 1995 - 2001
Job Financial Services Risk & Regulatory Marketing Leader at PwC
Industry Financial Services
Experience
PwC January 2011 - Present
PwC March 2005 - March 2011
JPMorgan Chase 2001 - 2004
Prudential Financial 1995 - 2001
Education
Colgate University 1989 — 1993
Bachelor of Arts (B.A.), Political Science
PwC January 2011 - Present
PwC March 2005 - March 2011
JPMorgan Chase 2001 - 2004
Prudential Financial 1995 - 2001
Education
Colgate University 1989 — 1993
Bachelor of Arts (B.A.), Political Science
Dustin Corrente Dustin Corrente's Prudential Financial Experience September 2012 - Present
Job Managing Director Mid Atlantic Financial Group, The Prudential Insurance Company of America
Industry Financial Services
Experience
Prudential Financial September 2012 - Present
Ameriprise Financial May 2007 - September 2012
Ameriprise Financial May 2007 - September 2012
Ameriprise Financial August 2002 - September 2012
Ameriprise Financial July 2004 - May 2007
Skills
Leadership Development, Financial Goals, Financial Advisory, Insurance, Series 7, Securities, Fixed Annuities, Recruiting, Finance, Leadership, Wealth Management, Series 63, Retirement Planning, Mutual Funds, Retirement
Education
University of Delaware - Lerner College of Business and Economics 1998 — 2002
Finance
College for Financial Planning
CRPC®
The American College
CFP® Certificant - 2006
Prudential Financial September 2012 - Present
Ameriprise Financial May 2007 - September 2012
Ameriprise Financial May 2007 - September 2012
Ameriprise Financial August 2002 - September 2012
Ameriprise Financial July 2004 - May 2007
Skills
Leadership Development, Financial Goals, Financial Advisory, Insurance, Series 7, Securities, Fixed Annuities, Recruiting, Finance, Leadership, Wealth Management, Series 63, Retirement Planning, Mutual Funds, Retirement
Education
University of Delaware - Lerner College of Business and Economics 1998 — 2002
Finance
College for Financial Planning
CRPC®
The American College
CFP® Certificant - 2006
Joanne Spigner's Prudential Financial Experience 1992 - 1995
Job Facilitator/consultant helping leaders & teams envision, plan and do with impact.
Industry Management Consulting
Experience
VisionFirst 1995 - Present
Prudential Financial 1992 - 1995
Prudential Financial 1983 - 1992
Jordan Marsh Department Stores (Boston) 1976 - 1981
Skills
Change Management, Leadership Development, Strategic Planning, Organizational..., Team Building, Organizational..., Culture Change, Team Facilitation, DISC, Leading Meetings
Education
Colgate University
BA, Psychology
New York University - Leonard N. Stern School of Business
MBA, Finance
VisionFirst 1995 - Present
Prudential Financial 1992 - 1995
Prudential Financial 1983 - 1992
Jordan Marsh Department Stores (Boston) 1976 - 1981
Skills
Change Management, Leadership Development, Strategic Planning, Organizational..., Team Building, Organizational..., Culture Change, Team Facilitation, DISC, Leading Meetings
Education
Colgate University
BA, Psychology
New York University - Leonard N. Stern School of Business
MBA, Finance
Caliendo Jim Caliendo Jim's Prudential Financial Experience April 1984 - July 1985
Job
Industry Food Production
Experience
Rich Products Corporation 1986 - Present
Prudential Financial April 1984 - July 1985
Honey Bunny Bakery, Chicago June 1975 - January 1984
Skills
Bakery, Cake Decorating, Food Preparation, Italian cuisine, pizza, Bread, donut, Technical Training, Hands-on Training, Employee Training, Trade Show Production, Trade Show Presentations, Sales Presentations, Pizza, Ingredients, Food Processing, Training, Catering, Consumer Products, Cross-functional Team..., Food, Food Industry, Forecasting, P, Product Development
Education
College of DuPage
Harper College
Rich Products Corporation 1986 - Present
Prudential Financial April 1984 - July 1985
Honey Bunny Bakery, Chicago June 1975 - January 1984
Skills
Bakery, Cake Decorating, Food Preparation, Italian cuisine, pizza, Bread, donut, Technical Training, Hands-on Training, Employee Training, Trade Show Production, Trade Show Presentations, Sales Presentations, Pizza, Ingredients, Food Processing, Training, Catering, Consumer Products, Cross-functional Team..., Food, Food Industry, Forecasting, P, Product Development
Education
College of DuPage
Harper College
Gerald Lankin Gerald Lankin's Prudential Financial Experience 1982 - 1992
Job Africa Specialist
Industry Internet
Experience
Destination South Africa Vacations (DSA) 2013 - Present
Rotary International 2012 - 2013
Helix House - Internet Marketing Agency September 2010 - 2013
Baja Nueva - Design and Decorating Studio May 2006 - July 2010
Smith Barney - Citi Group 2004 - 2007
Morgan Stanley Dean Witter 1992 - 2004
Grand Lodge of Arizona 1994 - 1996
Prudential Financial 1982 - 1992
Macy's & Diamonds 1976 - 1980
Skills
Strategic Planning, Sales Management, Business Strategy, Small Business, Investments, Team Leadership, Social Media, Sales Process, Change Management, SEO, Recruiting, Direct Sales, Asset Management, Business Development, Strategic Leadership, Strategic Thinking, Value Investing, Retaining Customers, Start-ups, Situational Leadership, Executive Management, Management, Asset Managment, Leadership, Strategic Financial..., Financial Analysis, Change Leadership, Investment Products, Membership Recruitment, Membership Retention, Travel Planning
Education
University of Pennsylvania - The Wharton School 1995 — 1996
Advanced Economics and Investing
College for Financial Planning 1985 — 1987
CFP, Certified Financial Planner
Temple University 1961 — 1966
Business
Destination South Africa Vacations (DSA) 2013 - Present
Rotary International 2012 - 2013
Helix House - Internet Marketing Agency September 2010 - 2013
Baja Nueva - Design and Decorating Studio May 2006 - July 2010
Smith Barney - Citi Group 2004 - 2007
Morgan Stanley Dean Witter 1992 - 2004
Grand Lodge of Arizona 1994 - 1996
Prudential Financial 1982 - 1992
Macy's & Diamonds 1976 - 1980
Skills
Strategic Planning, Sales Management, Business Strategy, Small Business, Investments, Team Leadership, Social Media, Sales Process, Change Management, SEO, Recruiting, Direct Sales, Asset Management, Business Development, Strategic Leadership, Strategic Thinking, Value Investing, Retaining Customers, Start-ups, Situational Leadership, Executive Management, Management, Asset Managment, Leadership, Strategic Financial..., Financial Analysis, Change Leadership, Investment Products, Membership Recruitment, Membership Retention, Travel Planning
Education
University of Pennsylvania - The Wharton School 1995 — 1996
Advanced Economics and Investing
College for Financial Planning 1985 — 1987
CFP, Certified Financial Planner
Temple University 1961 — 1966
Business
Logan J. Reed, CFP®, CIMA®, CLU® Logan J. Reed, CFP®, CIMA®, CLU®'s Prudential Financial Experience October 2007 - December 2012
Job Financial Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2013 - Present
Merrill Lynch December 2012 - October 2013
Prudential Financial October 2007 - December 2012
Skills
Retirement Planning, Investment Management, Wealth Management, Risk Management, Retirement Income, Pensions, Insurance, Business Planning, Wealth Transfer, Investment Planning, Long-term Care
Education
Providence College 2003 — 2007
Bachelor's Degree
University of Pennsylvania - The Wharton School 2014 — 2014
Executive Education - Certified Investment Management Analyst®
The American College 2013 — 2014
Kaplan University 2011 — 2012
CFP Board Registered Education Courses
College for Financial Planning 2011 — 2012
CRPC®
Janney Montgomery Scott LLC October 2013 - Present
Merrill Lynch December 2012 - October 2013
Prudential Financial October 2007 - December 2012
Skills
Retirement Planning, Investment Management, Wealth Management, Risk Management, Retirement Income, Pensions, Insurance, Business Planning, Wealth Transfer, Investment Planning, Long-term Care
Education
Providence College 2003 — 2007
Bachelor's Degree
University of Pennsylvania - The Wharton School 2014 — 2014
Executive Education - Certified Investment Management Analyst®
The American College 2013 — 2014
Kaplan University 2011 — 2012
CFP Board Registered Education Courses
College for Financial Planning 2011 — 2012
CRPC®
Sean Bennett, CFP® Sean Bennett, CFP®'s Prudential Financial Experience May 1992 - August 1994
Job President+CEO, Asset Integration Consultants
Industry Financial Services
Experience
Asset Integration Consultants September 1995 - Present
Charleston Regional Development Alliance July 2003 - June 2011
Prudential Financial May 1992 - August 1994
Skills
Asset Planning, Investments, Leadership, Public Speaking, Retirement, Strategic Financial..., Entrepreneurship, Team Building, Wealth Management, Financial Services, Wealth Accumulation..., Securities, Financial Advisory, Budgets, Estate Planning, New Business Development, Networking, Life Insurance, Customer Service, Finance, Small Business, Marketing, Strategic Planning, Wealth Management..., Public Relations, Team Leadership, Marketing Strategy, FINRA, Nonprofits, Economic Development, Fixed Annuities, Long-term Care, Retirement Planning, Financial Planners
Education
University of South Carolina-Columbia 1986 — 1990
BA, Political Science
College of Charleston 1998 — 1999
CFP, Certified Financial Planner Program
Asset Integration Consultants September 1995 - Present
Charleston Regional Development Alliance July 2003 - June 2011
Prudential Financial May 1992 - August 1994
Skills
Asset Planning, Investments, Leadership, Public Speaking, Retirement, Strategic Financial..., Entrepreneurship, Team Building, Wealth Management, Financial Services, Wealth Accumulation..., Securities, Financial Advisory, Budgets, Estate Planning, New Business Development, Networking, Life Insurance, Customer Service, Finance, Small Business, Marketing, Strategic Planning, Wealth Management..., Public Relations, Team Leadership, Marketing Strategy, FINRA, Nonprofits, Economic Development, Fixed Annuities, Long-term Care, Retirement Planning, Financial Planners
Education
University of South Carolina-Columbia 1986 — 1990
BA, Political Science
College of Charleston 1998 — 1999
CFP, Certified Financial Planner Program
Brandon Carbone's Prudential Financial Experience September 2013 - Present
Job Prudential, Claims
Industry Sports
Experience
Prudential Financial September 2013 - Present
Prudential Financial August 2012 - August 2013
Maine Red Claws September 2011 - March 2013
Yes! to Youth June 2012 - August 2012
Poland Springs May 2010 - August 2010
Colby-Sawyer College January 2010 - May 2010
Skills
Cpr Certified, First Aid, Excel, Microsoft Office, Word, PowerPoint, Microsoft Word
Education
Colby Sawyer College 2007 — 2011
Bachelor of Science, Sports Management
Prudential Financial September 2013 - Present
Prudential Financial August 2012 - August 2013
Maine Red Claws September 2011 - March 2013
Yes! to Youth June 2012 - August 2012
Poland Springs May 2010 - August 2010
Colby-Sawyer College January 2010 - May 2010
Skills
Cpr Certified, First Aid, Excel, Microsoft Office, Word, PowerPoint, Microsoft Word
Education
Colby Sawyer College 2007 — 2011
Bachelor of Science, Sports Management
Jeff Rogles, CRPC®'s Prudential Financial Experience August 2005 - April 2007
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2007 - Present
Prudential Financial August 2005 - April 2007
Wells Fargo Financial May 2002 - August 2005
Skills
Financial Advisory, Financial Services, Investment Strategies, Retirement, Retirement Planning, Finance, Small Business, Insurance, Team Building, Strategic Planning, Account Management, Cash Flow, Customer Service, Sales
Education
College for Financial Planning 2007 — 2007
CRPC, Chartered Retirement Planning Counselor
Culver Stockton College 1998 — 2002
Bachelor of Arts (B.A.) Finance, Economics
Rockwood Summit
Wells Fargo Advisors, LLC April 2007 - Present
Prudential Financial August 2005 - April 2007
Wells Fargo Financial May 2002 - August 2005
Skills
Financial Advisory, Financial Services, Investment Strategies, Retirement, Retirement Planning, Finance, Small Business, Insurance, Team Building, Strategic Planning, Account Management, Cash Flow, Customer Service, Sales
Education
College for Financial Planning 2007 — 2007
CRPC, Chartered Retirement Planning Counselor
Culver Stockton College 1998 — 2002
Bachelor of Arts (B.A.) Finance, Economics
Rockwood Summit
Michael Dieter's Prudential Financial Experience January 2003 - October 2007
Job Financial Services Representative at Dieter Financial Services, An Office of MetLife
Industry Financial Services
Experience
Dieter Financial Services October 2007 - Present
Prudential Financial January 2003 - October 2007
Skills
Retirement Income..., Investment Advisory, Retirement, Investments, Asset Allocation, Insurance, Securities, Employee Benefits, Small Business, Health Insurance, Risk Management, FINRA, Retirement Planning, Succession Planning, Fixed Annuities, Mutual Funds, Series 7, Series 63, Finance, Life Insurance, IRAs, 401k, Disability Insurance, Wealth Management, Long-term Care, Financial Planners, Variable Annuities, Financial Advisory, Strategic Financial..., Long Term Care Insurance, Financial Services, Roth IRA, Investment Strategies, ETFs, Whole Life, Universal Life, Portfolio Management, Asset Management, Investment Advisory..., 401k Rollovers, Wealth Accumulation, 529 Plans, Retirement Savings, Wealth Management..., Series 65
Education
College for Financial Planning 2004 — 2005
CMFC, Chartered Mutual Fund Counselor, Investments
Millersville University of Pennsylvania 1997 — 2002
B.A. & B.S., Economics & Business Administration
Dieter Financial Services October 2007 - Present
Prudential Financial January 2003 - October 2007
Skills
Retirement Income..., Investment Advisory, Retirement, Investments, Asset Allocation, Insurance, Securities, Employee Benefits, Small Business, Health Insurance, Risk Management, FINRA, Retirement Planning, Succession Planning, Fixed Annuities, Mutual Funds, Series 7, Series 63, Finance, Life Insurance, IRAs, 401k, Disability Insurance, Wealth Management, Long-term Care, Financial Planners, Variable Annuities, Financial Advisory, Strategic Financial..., Long Term Care Insurance, Financial Services, Roth IRA, Investment Strategies, ETFs, Whole Life, Universal Life, Portfolio Management, Asset Management, Investment Advisory..., 401k Rollovers, Wealth Accumulation, 529 Plans, Retirement Savings, Wealth Management..., Series 65
Education
College for Financial Planning 2004 — 2005
CMFC, Chartered Mutual Fund Counselor, Investments
Millersville University of Pennsylvania 1997 — 2002
B.A. & B.S., Economics & Business Administration
Timothy Baker, CFP®'s Prudential Financial Experience 2005 - 2007
Job Founder & CEO at Wealthshape.com
Industry Investment Management
Experience
Wealthshape LLC 2015 - Present
Asset Strategies Inc. December 2013 - September 2015
3D Asset Management October 2012 - December 2013
Symmetry Partners May 2007 - October 2012
Prudential Financial 2005 - 2007
ABC News 2002 - 2005
Education
Southern Connecticut State University 2004 — 2007
MBA, Finance
Southern Connecticut State University 2000 — 2004
Business, Marketing
College for Financial Planning 2010 — 2012
Wealthshape LLC 2015 - Present
Asset Strategies Inc. December 2013 - September 2015
3D Asset Management October 2012 - December 2013
Symmetry Partners May 2007 - October 2012
Prudential Financial 2005 - 2007
ABC News 2002 - 2005
Education
Southern Connecticut State University 2004 — 2007
MBA, Finance
Southern Connecticut State University 2000 — 2004
Business, Marketing
College for Financial Planning 2010 — 2012
Joanna Linker Joanna Linker's Prudential Financial Experience September 2008 - February 2011
Job Accounting Analyst at sanofiaventis
Industry Pharmaceuticals
Experience
Jefferies LLC April 2013 - Present
sanofi-aventis February 2011 - April 2013
Prudential Financial September 2008 - February 2011
Skills
Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Accounting, Internal Controls, GAAP, Auditing, US GAAP, Hyperion Enterprise, General Ledger, Financial Accounting, QuickBooks, Internal Audit, Finance, SAP, Variance Analysis, Budgets, Microsoft Excel, Financial Statements, Financial Services, Account Reconciliation, Microsoft Word, Data Analysis, Essbase, Due Diligence
Education
College of Charleston 2004 — 2008
Bachelor of Science, Accounting
Jefferies LLC April 2013 - Present
sanofi-aventis February 2011 - April 2013
Prudential Financial September 2008 - February 2011
Skills
Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Accounting, Internal Controls, GAAP, Auditing, US GAAP, Hyperion Enterprise, General Ledger, Financial Accounting, QuickBooks, Internal Audit, Finance, SAP, Variance Analysis, Budgets, Microsoft Excel, Financial Statements, Financial Services, Account Reconciliation, Microsoft Word, Data Analysis, Essbase, Due Diligence
Education
College of Charleston 2004 — 2008
Bachelor of Science, Accounting
Sajee McAlpine's Prudential Financial Experience June 2012 - August 2012
Job Key Technology & Operations Intern
Industry Financial Services
Experience
KeyBank November 2014 - Present
Applebee's December 2014 - September 2015
Firehouse Soulfood May 2014 - December 2014
Premier Bank June 2013 - January 2014
Prudential Financial June 2012 - August 2012
Ohio State Ex-tension Link; Youth Advisory Committee of Cuyahoga County January 2008 - January 2012
City of Cleveland June 2011 - August 2011
City of Cleveland June 2009 - August 2009
Skills
Customer Service, Public Speaking, Data Analysis, Financial Accounting, Data Entry, Microsoft Excel, Microsoft Project, Management, Critical Thinking, Team Leadership, Business Planning, Sales Management, Project Management, Organizational..., Organizational..., Employee Training, Community Organizing, Teller Operations, Organization Skills, Team Management, Cashiering, Team Building, Screening Resumes, Newsletters, Flyers, Beginning Fundamentals...
Education
Cleveland State University 2014 — 2016
Bachelor's Degree, Business Administration, Fourth Year
Cuyahoga Community College 2007 — 2010
Political Science and Government
Cleveland School of Science & Medicine at the John Hay Campus 2006 — 2010
High School
Hampton University
Business Administration
KeyBank November 2014 - Present
Applebee's December 2014 - September 2015
Firehouse Soulfood May 2014 - December 2014
Premier Bank June 2013 - January 2014
Prudential Financial June 2012 - August 2012
Ohio State Ex-tension Link; Youth Advisory Committee of Cuyahoga County January 2008 - January 2012
City of Cleveland June 2011 - August 2011
City of Cleveland June 2009 - August 2009
Skills
Customer Service, Public Speaking, Data Analysis, Financial Accounting, Data Entry, Microsoft Excel, Microsoft Project, Management, Critical Thinking, Team Leadership, Business Planning, Sales Management, Project Management, Organizational..., Organizational..., Employee Training, Community Organizing, Teller Operations, Organization Skills, Team Management, Cashiering, Team Building, Screening Resumes, Newsletters, Flyers, Beginning Fundamentals...
Education
Cleveland State University 2014 — 2016
Bachelor's Degree, Business Administration, Fourth Year
Cuyahoga Community College 2007 — 2010
Political Science and Government
Cleveland School of Science & Medicine at the John Hay Campus 2006 — 2010
High School
Hampton University
Business Administration
Edward Reeve's Prudential Financial Experience January 1987 - June 1995
Job Ambit Energy
Industry Financial Services
Experience
Ambit Energy April 2014 - Present
Ambit Energy April 2014 - Present
Prudential Financial January 1987 - June 1995
Skills
My skills are many and..., Electronic Payments, ACH, Banking, Team Building, Strategic Planning, Loans, Leadership, Budgets, Sales Operations, Event Management, Sales Process, Sales, Team Leadership, Coaching, Event Planning, Nonprofits, Payments, Customer Retention, Business Planning, Insurance, Management, Investments, Sales Presentations, Payment Systems, Training, Selling, Strategic Partnerships
Education
College of DuPage 2010 — 2010
GED
Batavia High 1954 — 1956
Ambit Energy April 2014 - Present
Ambit Energy April 2014 - Present
Prudential Financial January 1987 - June 1995
Skills
My skills are many and..., Electronic Payments, ACH, Banking, Team Building, Strategic Planning, Loans, Leadership, Budgets, Sales Operations, Event Management, Sales Process, Sales, Team Leadership, Coaching, Event Planning, Nonprofits, Payments, Customer Retention, Business Planning, Insurance, Management, Investments, Sales Presentations, Payment Systems, Training, Selling, Strategic Partnerships
Education
College of DuPage 2010 — 2010
GED
Batavia High 1954 — 1956
Monica Banks Hines Monica Banks Hines's Prudential Financial Experience October 2014 - Present
Job Financial Professional Associate at Prudential
Industry Financial Services
Experience
Prudential Financial October 2014 - Present
MBH Global Communications June 2012 - Present
Cleveland Metroparks May 2012 - March 2014
Cuyahoga County Board of Commissioners July 2010 - December 2010
U.S. Census Bureau January 2009 - September 2010
E-ProToCall Marketing Solutions March 2000 - December 2008
WUAB TV Cleveland November 1988 - March 2000
WUAB-TV Cleveland, OH November 1983 - March 2000
Skills
Retirement Planning, Wealth Preservation..., Life Insurance, Mutual Funds, Retirement Savings, 401k Rollovers, Variable Annuities, Fixed Annuities, Variable Life, Series 6, Variable Products, Qualified Retirement..., 401k, 403 b, 457 Plans, Employee Benefits, Small Business, Wealth, Seminar Presentations, Health Insurance, Public Relations, Marketing Communications, Community Outreach, Event Planning, Social Media, Nonprofits, Leadership, Leadership Development, Editing, Public Speaking, Training, Marketing, Fundraising, Television, Government, Insurance and Financial..., Wealth and Wealth..., Fixed and Variable..., Life and Health..., Media Relations, 403B Plans, Marketing Strategy, Business Continuation..., Entrepreneurship, Financial Services
Education
Cleveland State University
Studied toward Masters in Communication, Masters in Communications
Indiana University Bloomington
BA, Telecommunications
Prudential Financial October 2014 - Present
MBH Global Communications June 2012 - Present
Cleveland Metroparks May 2012 - March 2014
Cuyahoga County Board of Commissioners July 2010 - December 2010
U.S. Census Bureau January 2009 - September 2010
E-ProToCall Marketing Solutions March 2000 - December 2008
WUAB TV Cleveland November 1988 - March 2000
WUAB-TV Cleveland, OH November 1983 - March 2000
Skills
Retirement Planning, Wealth Preservation..., Life Insurance, Mutual Funds, Retirement Savings, 401k Rollovers, Variable Annuities, Fixed Annuities, Variable Life, Series 6, Variable Products, Qualified Retirement..., 401k, 403 b, 457 Plans, Employee Benefits, Small Business, Wealth, Seminar Presentations, Health Insurance, Public Relations, Marketing Communications, Community Outreach, Event Planning, Social Media, Nonprofits, Leadership, Leadership Development, Editing, Public Speaking, Training, Marketing, Fundraising, Television, Government, Insurance and Financial..., Wealth and Wealth..., Fixed and Variable..., Life and Health..., Media Relations, 403B Plans, Marketing Strategy, Business Continuation..., Entrepreneurship, Financial Services
Education
Cleveland State University
Studied toward Masters in Communication, Masters in Communications
Indiana University Bloomington
BA, Telecommunications
Melissa Meyer Melissa Meyer's Prudential Financial Experience June 2015 - Present
Job International Risk Intern at Prudential Financial
Industry Insurance
Experience
Prudential Financial June 2015 - Present
Financial Services Agency of the Japanese Government January 2014 - February 2014
Skills
Financial Accounting, Microsoft Office, Japanese, Japanese Business..., Financial Audits, Research
Education
Colby College 2012 — 2016
Bachelor’s Degree, History major, Economics minor and East Asian Studies minor
Prudential Financial June 2015 - Present
Financial Services Agency of the Japanese Government January 2014 - February 2014
Skills
Financial Accounting, Microsoft Office, Japanese, Japanese Business..., Financial Audits, Research
Education
Colby College 2012 — 2016
Bachelor’s Degree, History major, Economics minor and East Asian Studies minor
Nathan Lyles Nathan Lyles's Prudential Financial Experience March 2014 - October 2014
Job Realtor and Buyers' Agent at Courtney Newton & Associates Keller Williams
Industry Real Estate
Experience
Courtney Newton & Associates May 2015 - Present
Atlanta Communities Real Estate Brokerage March 2015 - May 2015
Prudential Financial March 2014 - October 2014
Foundation Financial Group May 2013 - February 2014
Independent Contractors March 2008 - August 2009
Skills
Real Estate, FMLS Matrix, Sales, Customer Service, Marketing, Residential Homes, Social Networking, Banking, Loans, Insurance, Interpersonal..., Life Insurance, Time Management, Underwriting, Credit, Mortgage Lending, Computer skills in..., Completed courses in..., Problem solving skills, Proficient..., Devoted to honesty and..., Public Speaking
Education
Clemson University - College of Business and Behavioral Science 2008 — 2013
Bachelor of Science (BS), Business Administration and Management, General, Minor in Sociology
Courtney Newton & Associates May 2015 - Present
Atlanta Communities Real Estate Brokerage March 2015 - May 2015
Prudential Financial March 2014 - October 2014
Foundation Financial Group May 2013 - February 2014
Independent Contractors March 2008 - August 2009
Skills
Real Estate, FMLS Matrix, Sales, Customer Service, Marketing, Residential Homes, Social Networking, Banking, Loans, Insurance, Interpersonal..., Life Insurance, Time Management, Underwriting, Credit, Mortgage Lending, Computer skills in..., Completed courses in..., Problem solving skills, Proficient..., Devoted to honesty and..., Public Speaking
Education
Clemson University - College of Business and Behavioral Science 2008 — 2013
Bachelor of Science (BS), Business Administration and Management, General, Minor in Sociology
John Kendall, MBA, CMFC, CRC John Kendall, MBA, CMFC, CRC's Prudential Financial Experience November 1998 - April 2000
Job Managing Director at Nationwide Retirement Solutions
Industry Financial Services
Experience
Nationwide Retirement Solutions August 2011 - Present
Nationwide Retirement Solutions December 2006 - August 2011
Nationwide Retirement Solutions September 2002 - December 2006
Nationwide Retirement Solutions April 2000 - September 2002
Prudential Financial November 1998 - April 2000
Detroit Red Wings September 1997 - November 1998
Skills
Series 7, Retirement, Retirement Planning, Investments, Insurance, Financial Planning, 401k, Mutual Funds, Annuities, Pensions, Asset Allocation, Asset Managment, Banking, Finance, Financial Advisory, Financial Modeling, Fixed Annuities, Investment Advisory, Life Insurance, Securities, Series 6, Series 63, Wealth, Wealth Management, Financial Services, Series 65, Strategic Financial...
Education
College for Financial Planning 2005 — 2005
CMFC, Financial Planning
International Foundation for Retirement Education 2003 — 2004
CRC, Retirement Education
Wayne State University 1997 — 2002
MBA, Business Administration
Hillsdale College 1993 — 1997
BA, Business Administration: Marketing
Nationwide Retirement Solutions August 2011 - Present
Nationwide Retirement Solutions December 2006 - August 2011
Nationwide Retirement Solutions September 2002 - December 2006
Nationwide Retirement Solutions April 2000 - September 2002
Prudential Financial November 1998 - April 2000
Detroit Red Wings September 1997 - November 1998
Skills
Series 7, Retirement, Retirement Planning, Investments, Insurance, Financial Planning, 401k, Mutual Funds, Annuities, Pensions, Asset Allocation, Asset Managment, Banking, Finance, Financial Advisory, Financial Modeling, Fixed Annuities, Investment Advisory, Life Insurance, Securities, Series 6, Series 63, Wealth, Wealth Management, Financial Services, Series 65, Strategic Financial...
Education
College for Financial Planning 2005 — 2005
CMFC, Financial Planning
International Foundation for Retirement Education 2003 — 2004
CRC, Retirement Education
Wayne State University 1997 — 2002
MBA, Business Administration
Hillsdale College 1993 — 1997
BA, Business Administration: Marketing
Vince Orlando's Prudential Financial Experience January 1997 - January 2002
Job Agent at Bird Insurance Agency
Industry Insurance
Experience
Bird Insurance Agency LLC November 2014 - Present
Florida Farm Bureau Insurance October 2013 - October 2014
College of Central Florida 2007 - October 2013
Southeastern Insurers, Inc. January 2002 - September 2013
Prudential Financial January 1997 - January 2002
Skills
Annuities, Insurance, Independent Adjuster, Property & Casualty..., Risk, Fixed Annuities, Financial Risk, Disability Insurance, Health Insurance, Sales Management, Casualty, Life Insurance, Commercial Insurance, Series 6, Long Term Care Insurance, Long-term Care, Retirement, Term Life Insurance, Medicare, Financial Planners, Estate Planning, Casualty Insurance, 401k, Financial Planning, Leadership, General Insurance, Small Business, Umbrella Insurance
Education
The American College 2000 — 2006
LUTCF, FSS
College of Central Florida
Associate's Degree
Bird Insurance Agency LLC November 2014 - Present
Florida Farm Bureau Insurance October 2013 - October 2014
College of Central Florida 2007 - October 2013
Southeastern Insurers, Inc. January 2002 - September 2013
Prudential Financial January 1997 - January 2002
Skills
Annuities, Insurance, Independent Adjuster, Property & Casualty..., Risk, Fixed Annuities, Financial Risk, Disability Insurance, Health Insurance, Sales Management, Casualty, Life Insurance, Commercial Insurance, Series 6, Long Term Care Insurance, Long-term Care, Retirement, Term Life Insurance, Medicare, Financial Planners, Estate Planning, Casualty Insurance, 401k, Financial Planning, Leadership, General Insurance, Small Business, Umbrella Insurance
Education
The American College 2000 — 2006
LUTCF, FSS
College of Central Florida
Associate's Degree
David Bear, CFP® David Bear, CFP®'s Prudential Financial Experience August 2015 - Present
Job Financial Advisor at Prudential Financial
Industry Financial Services
Experience
Prudential Financial August 2015 - Present
Pennica Financial Group, Inc. 2009 - July 2015
Boise Cascade 2000 - 2008
Skills
Strategic Planning, Sales, Management, Sales Management, Securities, Strategy, Entrepreneurship, Finance, Strategic Financial..., Analysis, Insurance, Employee Benefits, Risk Management, Financial Planners, Investments, Financial Planning
Education
College for Financial Planning 2011 — 2013
Certified Financial Planner ®
University of Idaho
B.S., Wildlife Resource Management
Principia College 1981 — 1985
Chemistry, Education, Mathematics, Biology
Prudential Financial August 2015 - Present
Pennica Financial Group, Inc. 2009 - July 2015
Boise Cascade 2000 - 2008
Skills
Strategic Planning, Sales, Management, Sales Management, Securities, Strategy, Entrepreneurship, Finance, Strategic Financial..., Analysis, Insurance, Employee Benefits, Risk Management, Financial Planners, Investments, Financial Planning
Education
College for Financial Planning 2011 — 2013
Certified Financial Planner ®
University of Idaho
B.S., Wildlife Resource Management
Principia College 1981 — 1985
Chemistry, Education, Mathematics, Biology
Jon Jakubowski Jon Jakubowski's Prudential Financial Experience February 1999 - March 2001
Job Personal Training Director at LA Fitness
Industry Health, Wellness and Fitness
Experience
LA Fitness July 2008 - Present
Xsport Fitness April 2002 - August 2005
Prudential Financial February 1999 - March 2001
Skills
Real Estate License, Sales Management, Insurance Licenses, Life and Health &..., Personal Training, Fitness Training, Functional Training, Marketing, Negotiation, Recruiting, Customer Satisfaction, Sales, Vehicles, Fitness, Customer Service, Selling, Team Building
Education
University of Phoenix 2006 — 2008
BS, Business Administation
College of DuPage 1997 — 1999
Accounting, Business
LA Fitness July 2008 - Present
Xsport Fitness April 2002 - August 2005
Prudential Financial February 1999 - March 2001
Skills
Real Estate License, Sales Management, Insurance Licenses, Life and Health &..., Personal Training, Fitness Training, Functional Training, Marketing, Negotiation, Recruiting, Customer Satisfaction, Sales, Vehicles, Fitness, Customer Service, Selling, Team Building
Education
University of Phoenix 2006 — 2008
BS, Business Administation
College of DuPage 1997 — 1999
Accounting, Business
Carla Wallace Carla Wallace's Prudential Financial Experience May 2004 - December 2004
Job Corporate Trust Associate at BOK Financial
Industry Investment Management
Experience
BOK Financial March 2013 - Present
Capital Group August 2007 - March 2013
Key Private Bank November 2005 - August 2007
PNC Financial Services (formerly National City Bank) December 2004 - November 2005
Prudential Financial May 2004 - December 2004
Continental Airlines December 1997 - May 2004
Skills
Financial Modeling, Portfolio Management, Asset Managment, Finance, Banking, Equities, Process Improvement, Insurance, Valuation, Securities, Analysis, Retirement Planning, Financial Reporting, Accounting, Leadership, Investments, Retirement Planning and..., Mutual Funds, Distributions, Compliance Analysis, Customer Service, Microsoft Excel
Education
University of Phoenix 2009 — 2011
Master of Science, Accounting
Cleveland State University 1998 — 2003
BBA, Business Economics
BOK Financial March 2013 - Present
Capital Group August 2007 - March 2013
Key Private Bank November 2005 - August 2007
PNC Financial Services (formerly National City Bank) December 2004 - November 2005
Prudential Financial May 2004 - December 2004
Continental Airlines December 1997 - May 2004
Skills
Financial Modeling, Portfolio Management, Asset Managment, Finance, Banking, Equities, Process Improvement, Insurance, Valuation, Securities, Analysis, Retirement Planning, Financial Reporting, Accounting, Leadership, Investments, Retirement Planning and..., Mutual Funds, Distributions, Compliance Analysis, Customer Service, Microsoft Excel
Education
University of Phoenix 2009 — 2011
Master of Science, Accounting
Cleveland State University 1998 — 2003
BBA, Business Economics
Thomas Maxey Thomas Maxey's Prudential Financial Experience September 2015 - Present
Job Admissions Counselor at Coastal Carolina University
Industry Marketing and Advertising
Experience
Prudential Financial September 2015 - Present
Coastal Carolina University March 2013 - June 2015
Grand Strand Nissan July 2012 - November 2012
NASCAR Kinetics February 2012 - May 2012
Coastal Carolina University August 2010 - May 2012
Lowe's Home Improvement June 2008 - August 2009
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Event Planning, Social Media, Outlook, Research, Public Speaking, Social Networking, Inventory Management, Event Management, Marketing, Facebook, Sales, Spanish, Fundraising, Data Entry, Social Media Marketing, Leadership, Teamwork, Management, Marketing Strategy, Public Relations, Communication
Education
Coastal Carolina University 2015 — 2016
Master of Business Administration (M.B.A.)
Coastal Carolina University 2009 — 2012
Bachelors of Science, Marketing
Hampden-Sydney College 2008 — 2009
Biology, General, Freshman
Prudential Financial September 2015 - Present
Coastal Carolina University March 2013 - June 2015
Grand Strand Nissan July 2012 - November 2012
NASCAR Kinetics February 2012 - May 2012
Coastal Carolina University August 2010 - May 2012
Lowe's Home Improvement June 2008 - August 2009
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Event Planning, Social Media, Outlook, Research, Public Speaking, Social Networking, Inventory Management, Event Management, Marketing, Facebook, Sales, Spanish, Fundraising, Data Entry, Social Media Marketing, Leadership, Teamwork, Management, Marketing Strategy, Public Relations, Communication
Education
Coastal Carolina University 2015 — 2016
Master of Business Administration (M.B.A.)
Coastal Carolina University 2009 — 2012
Bachelors of Science, Marketing
Hampden-Sydney College 2008 — 2009
Biology, General, Freshman
Kevin Bowden Kevin Bowden's Prudential Financial Experience April 2014 - Present
Job Regional Sales Consultant with Prudential Financial
Industry Financial Services
Experience
Prudential Financial April 2014 - Present
Edward Jones February 2012 - March 2014
The Hartford October 2005 - February 2012
Skills
Series 6, Series 63, Series 7, Fixed Annuities, Mutual Funds, Variable Annuities, Retirement, 401k, Retirement Planning, FINRA, Financial Advisory, Life Insurance, Separately Managed..., ETFs, Investments, Insurance, Alternative Investments, Asset Allocation
Education
College for Financial Planning
Chartered Mutual Funds Counselor
Prudential Financial April 2014 - Present
Edward Jones February 2012 - March 2014
The Hartford October 2005 - February 2012
Skills
Series 6, Series 63, Series 7, Fixed Annuities, Mutual Funds, Variable Annuities, Retirement, 401k, Retirement Planning, FINRA, Financial Advisory, Life Insurance, Separately Managed..., ETFs, Investments, Insurance, Alternative Investments, Asset Allocation
Education
College for Financial Planning
Chartered Mutual Funds Counselor
Matt Secrist Matt Secrist's Prudential Financial Experience 2003 - 2003
Job Associate (Tax Strategy & Benefits) at Squire Patton Boggs (US) LLP
Industry Law Practice
Experience
Squire Patton Boggs May 2012 - Present
Thompson Hine LLP September 2011 - May 2012
Bredhoff & Kaiser November 2009 - September 2011
Ernst & Young January 2008 - November 2009
Corsaro & Associates January 2007 - December 2007
Prudential Financial 2003 - 2003
Skills
Employee Benefits, Executive Compensation, Tax Law, ERISA, Employment Law, Mergers, Tax, Estate Planning, Legal Compliance, Pensions, Corporate Governance, Deferred Compensation, Succession Planning, Legal Research, International Tax, Executive Pay, Legal Advice, Legal Writing, Qualified Retirement..., COBRA, Corporate Law, Trusts
Education
Cleveland State University - Cleveland-Marshall College of Law 2003 — 2007
JD/MBA, Concentration in Tax Law
Robert Morris University 2000 — 2003
BSBA, Finance/Economics and Marketing
Derry Area High School 1996 — 2000
High School Diploma
Squire Patton Boggs May 2012 - Present
Thompson Hine LLP September 2011 - May 2012
Bredhoff & Kaiser November 2009 - September 2011
Ernst & Young January 2008 - November 2009
Corsaro & Associates January 2007 - December 2007
Prudential Financial 2003 - 2003
Skills
Employee Benefits, Executive Compensation, Tax Law, ERISA, Employment Law, Mergers, Tax, Estate Planning, Legal Compliance, Pensions, Corporate Governance, Deferred Compensation, Succession Planning, Legal Research, International Tax, Executive Pay, Legal Advice, Legal Writing, Qualified Retirement..., COBRA, Corporate Law, Trusts
Education
Cleveland State University - Cleveland-Marshall College of Law 2003 — 2007
JD/MBA, Concentration in Tax Law
Robert Morris University 2000 — 2003
BSBA, Finance/Economics and Marketing
Derry Area High School 1996 — 2000
High School Diploma
Allan Polak's Prudential Financial Experience February 2011 - Present
Job Organizational Effectiveness Leader at Prudential Retirement
Industry Financial Services
Experience
Prudential Financial February 2011 - Present
Quinnipiac University June 2011 - Present
ALP Consulting Resources June 2003 - January 2013
Hartford Financial Services April 2001 - November 2009
Aetna, INC. April 1993 - April 2001
PaineWebber, Inc. January 1987 - April 1993
Skills
Executive Coaching, Leadership Development, Talent Management, Succession Planning, Training, Change Management, Strategy, Coaching, Onboarding, Management, Workforce Planning, Organizational Design, Management Consulting, Organizational..., Staff Development, Consulting, 360 Feedback, Executive Development, Executive Education, Career Counseling, Behavioral Neuroscience, Coaching Baseball, Employee Benefits, Performance Management, Workshop Facilitation, Employee Engagement, MBTI, Conflict Resolution, Emotional Intelligence, Career Development
Education
University of Pennsylvania - The Wharton School 2005 — 2005
Executive Coaching Certification, Executive Coaching
University of Pennsylvania - The Wharton School 1990 — 1993
Industry Certificate, Securities industry Institute
New York University
MA, ABD, Organizational Psychology
Colgate University
BA, Psychology
Prudential Financial February 2011 - Present
Quinnipiac University June 2011 - Present
ALP Consulting Resources June 2003 - January 2013
Hartford Financial Services April 2001 - November 2009
Aetna, INC. April 1993 - April 2001
PaineWebber, Inc. January 1987 - April 1993
Skills
Executive Coaching, Leadership Development, Talent Management, Succession Planning, Training, Change Management, Strategy, Coaching, Onboarding, Management, Workforce Planning, Organizational Design, Management Consulting, Organizational..., Staff Development, Consulting, 360 Feedback, Executive Development, Executive Education, Career Counseling, Behavioral Neuroscience, Coaching Baseball, Employee Benefits, Performance Management, Workshop Facilitation, Employee Engagement, MBTI, Conflict Resolution, Emotional Intelligence, Career Development
Education
University of Pennsylvania - The Wharton School 2005 — 2005
Executive Coaching Certification, Executive Coaching
University of Pennsylvania - The Wharton School 1990 — 1993
Industry Certificate, Securities industry Institute
New York University
MA, ABD, Organizational Psychology
Colgate University
BA, Psychology
Holly Fehr Holly Fehr's Prudential Financial Experience September 2011 - November 2013
Job Accounting and Administrative Assistant
Industry Accounting
Experience
Pro Office and Filing Supplies November 2013 - November 2014
Prudential Financial September 2011 - November 2013
BJ's Restaurants, Inc. January 2011 - January 2012
BJ's Restaurants, Inc. October 2010 - January 2012
BJ's Restaurants, Inc. June 2010 - January 2012
Skills
QuickBooks, Accounting, Accounts Payable, Bookkeeping, Accounts Receivable
Education
Coastline Community College 2011 — 2014
Associate of Science (A.S.), Accounting
CSU, Long Beach 2001 — 2007
Bachelor's of Arts, Liberal Studies, Education
Pro Office and Filing Supplies November 2013 - November 2014
Prudential Financial September 2011 - November 2013
BJ's Restaurants, Inc. January 2011 - January 2012
BJ's Restaurants, Inc. October 2010 - January 2012
BJ's Restaurants, Inc. June 2010 - January 2012
Skills
QuickBooks, Accounting, Accounts Payable, Bookkeeping, Accounts Receivable
Education
Coastline Community College 2011 — 2014
Associate of Science (A.S.), Accounting
CSU, Long Beach 2001 — 2007
Bachelor's of Arts, Liberal Studies, Education
Kenneth R. Nadeau Kenneth R. Nadeau's Prudential Financial Experience January 2003 - March 2006
Job Financial Advisor, Sr. Financial Services Representative, Investment Advisor Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2013 - Present
New England Financial, A MetLife Company March 2006 - June 2013
Prudential Financial January 2003 - March 2006
Regions Financial Corporation January 1997 - January 2003
Skills
Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Annuities (Variable &..., Asset Allocation, Business Overhead..., Buy-Sell Agreements, Buy-Sell Reviews, Charitable Giving, College Funding..., Deferred Compensation..., 401(k), 403(b), SEP &..., Term Life Insurance, Wealth Accumulation, Whole Life Insurance, Universal Life Insurance
Education
Nova Southeastern University 1987 — 1989
Bachelor of Science, Business and Management
College of Central Florida 1974 — 1976
Associate of Arts (A.A.), Business
Forest High School 1971 — 1974
Principal Financial Group June 2013 - Present
New England Financial, A MetLife Company March 2006 - June 2013
Prudential Financial January 2003 - March 2006
Regions Financial Corporation January 1997 - January 2003
Skills
Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Annuities (Variable &..., Asset Allocation, Business Overhead..., Buy-Sell Agreements, Buy-Sell Reviews, Charitable Giving, College Funding..., Deferred Compensation..., 401(k), 403(b), SEP &..., Term Life Insurance, Wealth Accumulation, Whole Life Insurance, Universal Life Insurance
Education
Nova Southeastern University 1987 — 1989
Bachelor of Science, Business and Management
College of Central Florida 1974 — 1976
Associate of Arts (A.A.), Business
Forest High School 1971 — 1974
Donna Parker Donna Parker's Prudential Financial Experience January 2006 - March 2009
Job Community Building for Financial and allied areas at Zintro Inc.
Industry Information Services
Experience
Zintro Inc. June 2009 - Present
Prudential Financial January 2006 - March 2009
Education
College for Financial Planning 2001 — 2004
Master's degree, Accounting and Finance
Zintro Inc. June 2009 - Present
Prudential Financial January 2006 - March 2009
Education
College for Financial Planning 2001 — 2004
Master's degree, Accounting and Finance
Jim Leone Jim Leone's Prudential Financial Experience 2007 - 2010
Job President at Agape Insurance and Financial Services
Industry Financial Services
Experience
Agape Insurance and Financial Services LLC 2011 - Present
Financial Peace University 2008 - Present
Prudential Financial 2007 - 2010
Th,Inc. Benefits 2002 - 2007
Education
Cleveland State University
Bachelor of Business Administration (BBA), Management
Lake Catholic
Agape Insurance and Financial Services LLC 2011 - Present
Financial Peace University 2008 - Present
Prudential Financial 2007 - 2010
Th,Inc. Benefits 2002 - 2007
Education
Cleveland State University
Bachelor of Business Administration (BBA), Management
Lake Catholic
Andrew B. Roos Andrew B. Roos's Prudential Financial Experience 1999 - 2005
Job Business Analyst|Agile|Project Management|Functional Requirement|Use Case|Business Process Mapping|Records Management
Industry Financial Services
Experience
Fitch Ratings 2006 - 2013
Prudential Financial 1999 - 2005
UBS Investment Bank 1997 - 1998
Sapient 1996 - 1997
BSG 1993 - 1996
Skills
Use Case, Business Process Mapping, Storyboarding, Functional Requirements, Data Dictionary, Business Requirements, Event Processing, MongoVUE, Domain Modeling, Full Life Cycle..., Business Process..., Mingle, Blueprint, MS Project, Project Scope..., MongoDB, Acceptance Criteria, SQL, Web Services, Business Analysis, Software Development, Project Management, Financial Services, Agile Methodologies, Fixed Income, Public Finance, Gap Analysis, Risk Registers, Performance Reporting, Records Management, Sarbanes-Oxley, JSON, Visio, Microsoft Excel, Microsoft Word, Agile Web Development, Agile & Waterfall..., Agile Testing, Software Quality..., Web Service Development, User Acceptance Testing, End User Training, Mobile Applications, Unix, SnagIt, User Experience, User Interface, User Stories, Context Diagrams, Data Analysis
Education
The George Washington University, School of Business and Public Management 2000 — 2002
Masters Certificate in Information Technology Management
The Chubb Institute 1990 — 1992
Computer Programming
Colby College 1984 — 1988
Bachelor of Arts (BA), Political Science and Government
Fitch Ratings 2006 - 2013
Prudential Financial 1999 - 2005
UBS Investment Bank 1997 - 1998
Sapient 1996 - 1997
BSG 1993 - 1996
Skills
Use Case, Business Process Mapping, Storyboarding, Functional Requirements, Data Dictionary, Business Requirements, Event Processing, MongoVUE, Domain Modeling, Full Life Cycle..., Business Process..., Mingle, Blueprint, MS Project, Project Scope..., MongoDB, Acceptance Criteria, SQL, Web Services, Business Analysis, Software Development, Project Management, Financial Services, Agile Methodologies, Fixed Income, Public Finance, Gap Analysis, Risk Registers, Performance Reporting, Records Management, Sarbanes-Oxley, JSON, Visio, Microsoft Excel, Microsoft Word, Agile Web Development, Agile & Waterfall..., Agile Testing, Software Quality..., Web Service Development, User Acceptance Testing, End User Training, Mobile Applications, Unix, SnagIt, User Experience, User Interface, User Stories, Context Diagrams, Data Analysis
Education
The George Washington University, School of Business and Public Management 2000 — 2002
Masters Certificate in Information Technology Management
The Chubb Institute 1990 — 1992
Computer Programming
Colby College 1984 — 1988
Bachelor of Arts (BA), Political Science and Government
Jocelyn Biondo Jocelyn Biondo's Prudential Financial Experience September 2013 - Present
Job Sr Data Manager at Prudential Retirement
Industry Financial Services
Experience
Prudential Financial September 2013 - Present
Prudential Retirement March 2010 - August 2013
ING 2007 - 2008
Aon Hewitt 1996 - 2001
Skills
Client Relationship..., Project Implementation, Process Improvement, Management, Risk Management, Vendor Management, Business Analysis, CRM, Financial Services, Insurance, Project Management, Mutual Funds, Leadership, Sales Management, Strategy, Retirement, New Business Development
Education
Warton School of Business 1990 — 1995
Certified Employee Benefits Specialist, CEBS
Colby College 1984 — 1988
Bachelor of Arts (B.A.), Business Administration and Management, General
University of Bath 1986 — 1987
Business Administration and Management, General, A
Prudential Financial September 2013 - Present
Prudential Retirement March 2010 - August 2013
ING 2007 - 2008
Aon Hewitt 1996 - 2001
Skills
Client Relationship..., Project Implementation, Process Improvement, Management, Risk Management, Vendor Management, Business Analysis, CRM, Financial Services, Insurance, Project Management, Mutual Funds, Leadership, Sales Management, Strategy, Retirement, New Business Development
Education
Warton School of Business 1990 — 1995
Certified Employee Benefits Specialist, CEBS
Colby College 1984 — 1988
Bachelor of Arts (B.A.), Business Administration and Management, General
University of Bath 1986 — 1987
Business Administration and Management, General, A
Stephanie Ruys de Perez's Prudential Financial Experience July 2014 - July 2015
Job Analyst at Kroll Bond Rating Agency, Inc.
Industry Financial Services
Experience
Kroll Bond Rating Agency, Inc. August 2015 - Present
Prudential Financial July 2014 - July 2015
Aflac January 2014 - January 2014
Cedar Ridge Camp June 2010 - August 2013
Armory Center For the Arts May 2012 - June 2012
The Huntington Library, Art Collection, and Botanical Gardens May 2012 - June 2012
Jones Lang LaSalle January 2012 - January 2012
Skills
Research, PowerPoint, Social Media, Microsoft Office, Editing, Microsoft Excel, Event Planning, Data Analysis, Microsoft Word, Japanese, Marketing, Fundraising
Education
Colby College 2010 — 2014
Bachelors, History; Japanese
Cate School 2008 — 2010
Kroll Bond Rating Agency, Inc. August 2015 - Present
Prudential Financial July 2014 - July 2015
Aflac January 2014 - January 2014
Cedar Ridge Camp June 2010 - August 2013
Armory Center For the Arts May 2012 - June 2012
The Huntington Library, Art Collection, and Botanical Gardens May 2012 - June 2012
Jones Lang LaSalle January 2012 - January 2012
Skills
Research, PowerPoint, Social Media, Microsoft Office, Editing, Microsoft Excel, Event Planning, Data Analysis, Microsoft Word, Japanese, Marketing, Fundraising
Education
Colby College 2010 — 2014
Bachelors, History; Japanese
Cate School 2008 — 2010
Charmaine Turner Charmaine Turner's Prudential Financial Experience March 2009 - September 2010
Job Certified Financial Planner
Industry Financial Services
Experience
Java's Cyber Espresso Bar - Gahanna September 2010 - April 2012
Prudential Financial March 2009 - September 2010
Chase June 2008 - September 2008
Merrill Lynch October 2004 - June 2008
McDonald Financial Group October 1992 - October 2004
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Series 7, Retirement, Estate Planning, Mutual Funds, Investment Advisory, Fixed Annuities, Asset Allocation, Portfolio Management, Financial Advisory, Investment Strategies, Uniform Combined State...
Education
College for Financial Planning 1994 — 1998
Java's Cyber Espresso Bar - Gahanna September 2010 - April 2012
Prudential Financial March 2009 - September 2010
Chase June 2008 - September 2008
Merrill Lynch October 2004 - June 2008
McDonald Financial Group October 1992 - October 2004
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Series 7, Retirement, Estate Planning, Mutual Funds, Investment Advisory, Fixed Annuities, Asset Allocation, Portfolio Management, Financial Advisory, Investment Strategies, Uniform Combined State...
Education
College for Financial Planning 1994 — 1998
Brendan Duffy Brendan Duffy's Prudential Financial Experience December 2014 - Present
Job Associate Manager at Prudential Financial
Industry Public Relations and Communications
Experience
Prudential Financial December 2014 - Present
Prudential Real Estate Investors May 2012 - November 2014
DJ Duffy, Inc. October 2011 - April 2012
Skills
PowerPoint, Word, Microsoft Word, Teamwork, InDesign, Social Media, Microsoft Excel, Facebook, Editing, Research, Event Planning, Social Networking, Microsoft Office, Fundraising
Education
Colby College 2007 — 2011
Bachelor of Arts, English
Prudential Financial December 2014 - Present
Prudential Real Estate Investors May 2012 - November 2014
DJ Duffy, Inc. October 2011 - April 2012
Skills
PowerPoint, Word, Microsoft Word, Teamwork, InDesign, Social Media, Microsoft Excel, Facebook, Editing, Research, Event Planning, Social Networking, Microsoft Office, Fundraising
Education
Colby College 2007 — 2011
Bachelor of Arts, English
Steve Donohue's Prudential Financial Experience December 2011 - Present
Job Regional Vice President Prudential Annuities
Industry Financial Services
Experience
Prudential Financial December 2011 - Present
John Hancock Life Insurance Company (U.S.A.) July 2004 - November 2011
Skills
Wholesaling, Annuities, Financial Advisory
Education
College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor, CRPC
West Chester University of Pennsylvania 1991 — 1993
MBA, Business Administration
Penn State University 1982 — 1986
BS, Mechanical Engineering
Prudential Financial December 2011 - Present
John Hancock Life Insurance Company (U.S.A.) July 2004 - November 2011
Skills
Wholesaling, Annuities, Financial Advisory
Education
College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor, CRPC
West Chester University of Pennsylvania 1991 — 1993
MBA, Business Administration
Penn State University 1982 — 1986
BS, Mechanical Engineering
Elizabeth B. Marshall's Prudential Financial Experience January 2009 - May 2012
Job eCommerce and Digital Marketing at MetLife
Industry Marketing and Advertising
Experience
MetLife March 2015 - Present
MetLife October 2013 - March 2015
MetLife June 2012 - October 2013
Prudential Financial January 2009 - May 2012
American Express November 2005 - September 2008
Cingular Wireless February 2004 - November 2005
Interactive Futures 1998 - 2001
Skills
Analytics, Digital Marketing, Competitive Analysis, Strategy, Financial Services, Segmentation, Digital Strategy, Direct Marketing, Integrated Marketing, Strategic Partnerships, Cross-functional Team..., E-commerce, Marketing Strategy, Project Management, Marketing, Vendor Management, Customer Acquisition, Management
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Colgate University 1991 — 1995
BA
MetLife March 2015 - Present
MetLife October 2013 - March 2015
MetLife June 2012 - October 2013
Prudential Financial January 2009 - May 2012
American Express November 2005 - September 2008
Cingular Wireless February 2004 - November 2005
Interactive Futures 1998 - 2001
Skills
Analytics, Digital Marketing, Competitive Analysis, Strategy, Financial Services, Segmentation, Digital Strategy, Direct Marketing, Integrated Marketing, Strategic Partnerships, Cross-functional Team..., E-commerce, Marketing Strategy, Project Management, Marketing, Vendor Management, Customer Acquisition, Management
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Colgate University 1991 — 1995
BA
Jim Amick Jim Amick's Prudential Financial Experience March 2004 - April 2006
Job Custom Web Design, Search Engine Optimization, Social Media Marketing
Industry Marketing and Advertising
Experience
Seoteric, LLC September 2010 - Present
BNI 2011 - 2012
Walker Insurance Agency April 2006 - August 2010
The Black Tie May 1993 - January 2010
Prudential Financial March 2004 - April 2006
The Black Tie of Mt. Pleasant January 1994 - January 1998
The Black Tie January 1990 - January 1993
Skills
Online Advertising, Public Relations, Public Speaking, Advertising, Account Management, Marketing Communications, Lead Generation, Business Development, SEO, Entrepreneurship, Leadership, Team Building, Sales, Sales Management, Social Media Marketing, Customer Satisfaction, Customer Oriented, Marketing Strategy, Market Research, Problem Solving, Project Management, Employee Management
Education
University of South Carolina-Columbia 1990 — 1993
Bachelor of Science, Business Administration; Finance
College of Charleston 1988 — 1990
Business Administration and Management, General
Lexington High School 1984 — 1988
Seoteric, LLC September 2010 - Present
BNI 2011 - 2012
Walker Insurance Agency April 2006 - August 2010
The Black Tie May 1993 - January 2010
Prudential Financial March 2004 - April 2006
The Black Tie of Mt. Pleasant January 1994 - January 1998
The Black Tie January 1990 - January 1993
Skills
Online Advertising, Public Relations, Public Speaking, Advertising, Account Management, Marketing Communications, Lead Generation, Business Development, SEO, Entrepreneurship, Leadership, Team Building, Sales, Sales Management, Social Media Marketing, Customer Satisfaction, Customer Oriented, Marketing Strategy, Market Research, Problem Solving, Project Management, Employee Management
Education
University of South Carolina-Columbia 1990 — 1993
Bachelor of Science, Business Administration; Finance
College of Charleston 1988 — 1990
Business Administration and Management, General
Lexington High School 1984 — 1988
Nate Hoffman Nate Hoffman's Prudential Financial Experience September 2003 - January 2005
Job at
Industry Banking
Experience
Bank of America September 2015 - Present
Capital One Bank April 2011 - September 2015
SunTrust Bank March 2010 - May 2011
Wachovia, A Wells Fargo Company March 2008 - March 2010
Wachovia January 2005 - March 2008
Prudential Financial September 2003 - January 2005
EXCALIBER MARKETING November 2002 - September 2003
Skills
Strategy, Risk Management, Banking, Financial Analysis, Portfolio Management, Credit, Strategic Planning, Business Strategy, Loans, Finance, Commercial Banking, Credit Analysis, Small Business Lending, Commercial Lending, Cash Management, Retail Banking, Consumer Lending, Treasury Management, Credit Risk, Lines Of Credit, Investments, Cross Selling, Wealth Management, Financial Modeling, Financial Risk, Financial Services, Loan Origination, Mergers, Financial Reporting, Accounting, Leadership, Corporate Finance, Commercial Mortgages, CRM, Mortgage Lending, Relationship Management, Underwriting, Strategic Financial...
Education
Coastal Carolina University 1999 — 2003
Bachelor of Business Administration, Management
Rowan College at Gloucester County
Bank of America September 2015 - Present
Capital One Bank April 2011 - September 2015
SunTrust Bank March 2010 - May 2011
Wachovia, A Wells Fargo Company March 2008 - March 2010
Wachovia January 2005 - March 2008
Prudential Financial September 2003 - January 2005
EXCALIBER MARKETING November 2002 - September 2003
Skills
Strategy, Risk Management, Banking, Financial Analysis, Portfolio Management, Credit, Strategic Planning, Business Strategy, Loans, Finance, Commercial Banking, Credit Analysis, Small Business Lending, Commercial Lending, Cash Management, Retail Banking, Consumer Lending, Treasury Management, Credit Risk, Lines Of Credit, Investments, Cross Selling, Wealth Management, Financial Modeling, Financial Risk, Financial Services, Loan Origination, Mergers, Financial Reporting, Accounting, Leadership, Corporate Finance, Commercial Mortgages, CRM, Mortgage Lending, Relationship Management, Underwriting, Strategic Financial...
Education
Coastal Carolina University 1999 — 2003
Bachelor of Business Administration, Management
Rowan College at Gloucester County
Jay Duggan Jay Duggan's Prudential Financial Experience June 1999 - August 2000
Job Major Gift Officer at University of Georgia
Industry Higher Education
Experience
University of Georgia March 2012 - Present
Michigan Farm Bureau May 2009 - August 2011
Edward Jones May 2002 - June 2009
Fifth Third Bank August 2000 - May 2002
Prudential Financial June 1999 - August 2000
Virginia Farm Bureau July 1996 - May 1999
Skills
Higher Education, Non-profits, Prospect Research, Philanthropy, Public Speaking, Teaching, Fundraising, Investment Advisory, Life Insurance, Property & Casualty..., Small Business, Nonprofits
Education
Regent University 1991 — 1999
Master of Arts (M.A.), Public Policy Analysis
University of South Carolina-Columbia 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature/Letters
College of Charleston 1986 — 1987
University of Georgia March 2012 - Present
Michigan Farm Bureau May 2009 - August 2011
Edward Jones May 2002 - June 2009
Fifth Third Bank August 2000 - May 2002
Prudential Financial June 1999 - August 2000
Virginia Farm Bureau July 1996 - May 1999
Skills
Higher Education, Non-profits, Prospect Research, Philanthropy, Public Speaking, Teaching, Fundraising, Investment Advisory, Life Insurance, Property & Casualty..., Small Business, Nonprofits
Education
Regent University 1991 — 1999
Master of Arts (M.A.), Public Policy Analysis
University of South Carolina-Columbia 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature/Letters
College of Charleston 1986 — 1987
Janeen Vosseller Janeen Vosseller's Prudential Financial Experience June 2012 - March 2013
Job at
Industry Accounting
Experience
Johnson Lambert LLP September 2014 - Present
Johnson Lambert LLP February 2014 - May 2014
College of Charleston May 2013 - May 2014
Prudential Financial June 2012 - March 2013
Prudential Financial December 2009 - August 2011
Weeks Marine June 2009 - August 2009
Lubiner & Schmidt, LLC August 2007 - August 2008
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Outlook, Finance, Accounts Payable, Payroll, PowerPoint, QuickBooks, Research, Time Management, Facebook, Analysis, Financial Analysis, Auditing, Financial Accounting, Accounting
Education
College of Charleston 2013 — 2014
Master's degree, Accountancy
College of Charleston 2008 — 2012
Bachelor of Science (BS), Accounting Major, Finance Minor, 3.68
Johnson Lambert LLP September 2014 - Present
Johnson Lambert LLP February 2014 - May 2014
College of Charleston May 2013 - May 2014
Prudential Financial June 2012 - March 2013
Prudential Financial December 2009 - August 2011
Weeks Marine June 2009 - August 2009
Lubiner & Schmidt, LLC August 2007 - August 2008
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Outlook, Finance, Accounts Payable, Payroll, PowerPoint, QuickBooks, Research, Time Management, Facebook, Analysis, Financial Analysis, Auditing, Financial Accounting, Accounting
Education
College of Charleston 2013 — 2014
Master's degree, Accountancy
College of Charleston 2008 — 2012
Bachelor of Science (BS), Accounting Major, Finance Minor, 3.68
Gian-Antonio Perani Gian-Antonio Perani's Prudential Financial Experience June 2014 - Present
Job Risk Analyst at Prudential Financial
Industry Financial Services
Experience
Prudential Financial June 2014 - Present
Colby College September 2011 - May 2014
Colby College June 2013 - March 2014
Skills
Data Analysis, Econometrics, Economics, Biology, Microsoft Excel, Stata, Chemistry, Laboratory Skills, Critical Thinking, Fisheries, Leadership, Microsoft Word, Social Media, PowerPoint, Stagecraft, Time Management, Fishing, Snowboarding, Baseball, Construction
Education
Colby College 2010 — 2014
Bachelor of Arts (B.A.), Biology and Economics
Prudential Financial June 2014 - Present
Colby College September 2011 - May 2014
Colby College June 2013 - March 2014
Skills
Data Analysis, Econometrics, Economics, Biology, Microsoft Excel, Stata, Chemistry, Laboratory Skills, Critical Thinking, Fisheries, Leadership, Microsoft Word, Social Media, PowerPoint, Stagecraft, Time Management, Fishing, Snowboarding, Baseball, Construction
Education
Colby College 2010 — 2014
Bachelor of Arts (B.A.), Biology and Economics
Amol Khedkar Amol Khedkar's Prudential Financial Experience 2010 - 2012
Job Senior Technology Consultant
Industry Information Technology and Services
Experience
Diamond Software Consulting Services, Inc. January 2001 - Present
Prudential Financial 2010 - 2012
CSX Technology 2003 - 2004
Skills
SDLC, Project Management, Change Management, Architecture, Management, Six Sigma, Analysis, Strategy, Enterprise Architecture, Integration, Software Project..., Business Analysis, Requirements Analysis, IT Strategy, Business Intelligence, Start-ups, Leadership, Consulting, Quality Assurance, Vendor Management, Business Process, Information Technology, IT Management, Business Process..., Project Portfolio..., Risk Management, Visio, PMO, Requirements Gathering, Disaster Recovery, Architectures
Education
Florida Atlantic University 1989 — 1991
Master's degree, Computer Science
Florida Atlantic University 1987 — 1989
Master of Science (M.S.), Engineering
College of Engineering Pune 1982 — 1986
Bachelor of Engineering (B.E.), Electrical Engineering
Diamond Software Consulting Services, Inc. January 2001 - Present
Prudential Financial 2010 - 2012
CSX Technology 2003 - 2004
Skills
SDLC, Project Management, Change Management, Architecture, Management, Six Sigma, Analysis, Strategy, Enterprise Architecture, Integration, Software Project..., Business Analysis, Requirements Analysis, IT Strategy, Business Intelligence, Start-ups, Leadership, Consulting, Quality Assurance, Vendor Management, Business Process, Information Technology, IT Management, Business Process..., Project Portfolio..., Risk Management, Visio, PMO, Requirements Gathering, Disaster Recovery, Architectures
Education
Florida Atlantic University 1989 — 1991
Master's degree, Computer Science
Florida Atlantic University 1987 — 1989
Master of Science (M.S.), Engineering
College of Engineering Pune 1982 — 1986
Bachelor of Engineering (B.E.), Electrical Engineering
Rema Raghavan Rema Raghavan's Prudential Financial Experience November 2004 - September 2006
Job Data Visualization & Data Discovery SME
Industry Information Technology and Services
Experience
Sogeti April 2014 - Present
Sogeti June 2013 - Present
Kalvin Consulting 2011 - May 2013
Winston-Salem State University January 2010 - July 2011
Travelers Insurance January 2008 - July 2009
Cognizant Technology Solutions May 2007 - July 2009
Tata Consultancy Services June 2002 - May 2007
Prudential Financial November 2004 - September 2006
Skills
Business Intelligence, Business Analysis, Project Management, Data Warehousing, SDLC, Analytics, Business Development, Change Management, Pre-sales, Requirements Analysis, Business Process..., ETL, Consulting, Software Project..., Requirements Gathering, Team Management, Program Management, Strategy, SQL, Business Objects, Business Analytics, PL/SQL, Project Planning, Quality Management, Agile Methodologies, Data Integration, Lean Management, Integration, Informatica, Enterprise Architecture, Data Modeling, Insurance, Business Transformation, Business Requirements, Requirememt Analysis, Data Visualization, Tableau, Spotfire
Education
Winston-Salem State University 2010 — 2011
Master of Business Adminstration
College of Engineering, Trivandrum 1998 — 2002
B.Tech, Electrical and Electronics Engineering
Holy Angels Convent 1985 — 1998
Science
Sogeti April 2014 - Present
Sogeti June 2013 - Present
Kalvin Consulting 2011 - May 2013
Winston-Salem State University January 2010 - July 2011
Travelers Insurance January 2008 - July 2009
Cognizant Technology Solutions May 2007 - July 2009
Tata Consultancy Services June 2002 - May 2007
Prudential Financial November 2004 - September 2006
Skills
Business Intelligence, Business Analysis, Project Management, Data Warehousing, SDLC, Analytics, Business Development, Change Management, Pre-sales, Requirements Analysis, Business Process..., ETL, Consulting, Software Project..., Requirements Gathering, Team Management, Program Management, Strategy, SQL, Business Objects, Business Analytics, PL/SQL, Project Planning, Quality Management, Agile Methodologies, Data Integration, Lean Management, Integration, Informatica, Enterprise Architecture, Data Modeling, Insurance, Business Transformation, Business Requirements, Requirememt Analysis, Data Visualization, Tableau, Spotfire
Education
Winston-Salem State University 2010 — 2011
Master of Business Adminstration
College of Engineering, Trivandrum 1998 — 2002
B.Tech, Electrical and Electronics Engineering
Holy Angels Convent 1985 — 1998
Science
Jimmie Hilton, PMP Jimmie Hilton, PMP's Prudential Financial Experience 2001 - 2003
Job Risk Management at CoastalStates Bank
Industry Banking
Experience
CoastalStates Bank Lieutenant Colonel
1 CAV DIV 2011 - 2012
MaxHil LLC, dba Marble Slab Creamery 2003 - 2005
Prudential Financial 2001 - 2003
Merrill Lynch 2000 - 2001
Synovus Financial Corporation 1995 - 2000
US Army 1987 - 1995
Skills
Risk Management, Finance, Strategic Planning, Leadership, Management, Banking, Loans, Team Building, Credit, Financial Analysis, Program Management, Financial Risk, Customer Service, Insurance, Risk Analysis, MIS, Mortgage Lending, Operations Management, Training, Credit Analysis, Project Management, Leadership Development, Process Improvement, Portfolio Management, Sales, Business Strategy, Team Leadership, Crisis Management, Risk Assessment, Financial Modeling, Enterprise Risk..., Microsoft Office, Analysis, Operational Risk..., Investments, Budgets, Business Development, Mergers & Acquisitions, Executive Management
Education
US Army Civil Affairs Qualification Course 2011 — 2011
Civil Affairs
US Army Command & General Staff College 2008 — 2010
ILE
College for Financial Planning 1998 — 2000
Certificate, Financial Planning
Texas Tech University 1982 — 1987
BA, Advertising
CoastalStates Bank Lieutenant Colonel
1 CAV DIV 2011 - 2012
MaxHil LLC, dba Marble Slab Creamery 2003 - 2005
Prudential Financial 2001 - 2003
Merrill Lynch 2000 - 2001
Synovus Financial Corporation 1995 - 2000
US Army 1987 - 1995
Skills
Risk Management, Finance, Strategic Planning, Leadership, Management, Banking, Loans, Team Building, Credit, Financial Analysis, Program Management, Financial Risk, Customer Service, Insurance, Risk Analysis, MIS, Mortgage Lending, Operations Management, Training, Credit Analysis, Project Management, Leadership Development, Process Improvement, Portfolio Management, Sales, Business Strategy, Team Leadership, Crisis Management, Risk Assessment, Financial Modeling, Enterprise Risk..., Microsoft Office, Analysis, Operational Risk..., Investments, Budgets, Business Development, Mergers & Acquisitions, Executive Management
Education
US Army Civil Affairs Qualification Course 2011 — 2011
Civil Affairs
US Army Command & General Staff College 2008 — 2010
ILE
College for Financial Planning 1998 — 2000
Certificate, Financial Planning
Texas Tech University 1982 — 1987
BA, Advertising
Edward Merrill's Prudential Financial Experience
Job Vice President, Investment Management at Prudential Financial
Industry Financial Services
Experience
Prudential Financial
Skills
Asset Management, Chartered Financial..., Investment Management
Education
Columbia University in the City of New York 2012 — 2014
Master of Business Administration (M.B.A.)
Colgate University 2002 — 2006
Bachelor's Degree, Economics & History
Prudential Financial
Skills
Asset Management, Chartered Financial..., Investment Management
Education
Columbia University in the City of New York 2012 — 2014
Master of Business Administration (M.B.A.)
Colgate University 2002 — 2006
Bachelor's Degree, Economics & History
Stephen Craffen, MBA, MS, CFA's Prudential Financial Experience July 1988 - December 1992
Job Owner, Stonegate Wealth Management, LLC
Industry Investment Management
Experience
Stonegate Wealth Management, LLC January 1992 - Present
NAPFA 1998 - 2013
Prudential Financial July 1988 - December 1992
Singer, Electronic Systems Division July 1985 - July 1988
Skills
Estate Planning, Financial Advisory, Strategic Financial..., Investments, Portfolio Management, Wealth Management..., Wealth, Asset Allocation, Investment Management, Investment Advisory, Investment Strategies, 401k, Mutual Funds, Retirement, Alternative Investments, High Net Worth..., Series 7, Securities, Asset Managment, Wealth Management, Retirement Planning
Education
SYMMYS Advanced Risk and Portfolio Bootcamp (ARPM Bootcamp)
Portfolio Management, Statistics, Risk Management
Self Study 1999 — 2003
CFA Charterholder, Portfolio Management
College for Financial Planning 1993 — 1998
MS, Retirement Planning, Estate Planning
American College 1988 — 1992
ChFC, CLU, Financial Planning
Stevens Institute of Technology 1973 — 1985
BE, Electrical Engineering, Physics
Rutgers, The State University of New Jersey-Newark 1979 — 1983
MBA, Finance
Dumont High School 1969 — 1973
Stonegate Wealth Management, LLC January 1992 - Present
NAPFA 1998 - 2013
Prudential Financial July 1988 - December 1992
Singer, Electronic Systems Division July 1985 - July 1988
Skills
Estate Planning, Financial Advisory, Strategic Financial..., Investments, Portfolio Management, Wealth Management..., Wealth, Asset Allocation, Investment Management, Investment Advisory, Investment Strategies, 401k, Mutual Funds, Retirement, Alternative Investments, High Net Worth..., Series 7, Securities, Asset Managment, Wealth Management, Retirement Planning
Education
SYMMYS Advanced Risk and Portfolio Bootcamp (ARPM Bootcamp)
Portfolio Management, Statistics, Risk Management
Self Study 1999 — 2003
CFA Charterholder, Portfolio Management
College for Financial Planning 1993 — 1998
MS, Retirement Planning, Estate Planning
American College 1988 — 1992
ChFC, CLU, Financial Planning
Stevens Institute of Technology 1973 — 1985
BE, Electrical Engineering, Physics
Rutgers, The State University of New Jersey-Newark 1979 — 1983
MBA, Finance
Dumont High School 1969 — 1973
Bill Huegel's Prudential Financial Experience March 2011 - Present
Job Financial Professional Associate
Industry Financial Services
Experience
Prudential Financial March 2011 - Present
DDH 2008 - Present
Unitrindirect January 2000 - Present
Insphere Insurance Solutions March 2010 - April 2010
DDH Enterprises 2008 - April 2010
Geico January 1990 - May 2000
Education
University of Phoenix 2005 — 2007
BS, Business Management
Coleman College
AA, Electronics
Prudential Financial March 2011 - Present
DDH 2008 - Present
Unitrindirect January 2000 - Present
Insphere Insurance Solutions March 2010 - April 2010
DDH Enterprises 2008 - April 2010
Geico January 1990 - May 2000
Education
University of Phoenix 2005 — 2007
BS, Business Management
Coleman College
AA, Electronics
Barry Lass's Prudential Financial Experience 2006 - 2006
Job Technical Consultant
Industry Computer Software
Experience
Unicorn HRO April 2014 - Present
Actavis January 2007 - April 2014
Prudential Financial 2006 - 2006
Apprise Software, Inc. 2001 - 2006
Avaya 1996 - 2001
Johnson & Johnson April 1997 - October 1997
ISS Group January 1996 - April 1997
Datacor, Inc. 1991 - 1996
adidas 1986 - 1991
Health Care Software, Inc. (HCS) 1985 - 1985
Skills
Progress 4GL, OpenEdge, Webspeed, JavaScript, QAD, MFG-Pro, SQL, Microsoft SQL Server, SDLC, Business Intelligence, Business Analysis, Competitive Analysis, Project Management, Team Leadership, Data Analysis, Business Process, Integration, ERP, Analysis, Software Development, Enterprise Software, SaaS, Disaster Recovery, Data Warehousing, Cloud Computing
Education
Colgate University 1982 — 1985
Bachelor's Degree, Computer Science/Mathematics
The Lawrenceville School 1977 — 1981
High School Diploma
Unicorn HRO April 2014 - Present
Actavis January 2007 - April 2014
Prudential Financial 2006 - 2006
Apprise Software, Inc. 2001 - 2006
Avaya 1996 - 2001
Johnson & Johnson April 1997 - October 1997
ISS Group January 1996 - April 1997
Datacor, Inc. 1991 - 1996
adidas 1986 - 1991
Health Care Software, Inc. (HCS) 1985 - 1985
Skills
Progress 4GL, OpenEdge, Webspeed, JavaScript, QAD, MFG-Pro, SQL, Microsoft SQL Server, SDLC, Business Intelligence, Business Analysis, Competitive Analysis, Project Management, Team Leadership, Data Analysis, Business Process, Integration, ERP, Analysis, Software Development, Enterprise Software, SaaS, Disaster Recovery, Data Warehousing, Cloud Computing
Education
Colgate University 1982 — 1985
Bachelor's Degree, Computer Science/Mathematics
The Lawrenceville School 1977 — 1981
High School Diploma
Brandy Stacks's Prudential Financial Experience March 2013 - Present
Job Director, Government Affairs at Prudential
Industry Government Relations
Experience
Prudential Financial March 2013 - Present
Bristol-Myers Squibb April 2009 - March 2013
Clear Channel June 2006 - January 2009
Corning Incorporated October 2004 - June 2006
Federal Election Commission March 2002 - October 2004
Skills
PAC, Campaign Finance, Public Affairs, Governmental Affairs, Event Planning, Crisis Management, Grassroots, Government, Political Campaigns, Legislative Relations, Message Development, Political Communication, Legislative Affairs, Internal Communications, Strategic Communications, Fundraising, Public Speaking, Public Relations, Leadership, Politics
Education
The Johns Hopkins University 2004 — 2006
M.A.
Coastal Carolina University 1998 — 2001
B.A.
Prudential Financial March 2013 - Present
Bristol-Myers Squibb April 2009 - March 2013
Clear Channel June 2006 - January 2009
Corning Incorporated October 2004 - June 2006
Federal Election Commission March 2002 - October 2004
Skills
PAC, Campaign Finance, Public Affairs, Governmental Affairs, Event Planning, Crisis Management, Grassroots, Government, Political Campaigns, Legislative Relations, Message Development, Political Communication, Legislative Affairs, Internal Communications, Strategic Communications, Fundraising, Public Speaking, Public Relations, Leadership, Politics
Education
The Johns Hopkins University 2004 — 2006
M.A.
Coastal Carolina University 1998 — 2001
B.A.
James Beenders's Prudential Financial Experience 1995 - 2000
Job Principal, Sr. Wealth Manager
Industry Financial Services
Experience
Youngs Advisory Group January 2007 - Present
The Program for Women & Families 2006 - 2012
Charles Schwab 2003 - 2006
BNY Mellon 2000 - 2003
Prudential Financial 1995 - 2000
Champion Mortgage 1992 - 1995
Skills
Investment Strategies, Investments, Asset Allocation, Portfolio Management, Estate Planning, Asset Management, Insurance, Retirement, Financial Risk, Wealth, Tax, Wealth Management...
Education
College for Financial Planning 2012 — 2012
AWMA
College for Financial Planning 2006 — 2006
AAMS
Moravian College 2004 — 2005
Certificate in Personal Financial Planning
Kutztown University of Pennsylvania 1989 — 1993
Bachelor of Science
Youngs Advisory Group January 2007 - Present
The Program for Women & Families 2006 - 2012
Charles Schwab 2003 - 2006
BNY Mellon 2000 - 2003
Prudential Financial 1995 - 2000
Champion Mortgage 1992 - 1995
Skills
Investment Strategies, Investments, Asset Allocation, Portfolio Management, Estate Planning, Asset Management, Insurance, Retirement, Financial Risk, Wealth, Tax, Wealth Management...
Education
College for Financial Planning 2012 — 2012
AWMA
College for Financial Planning 2006 — 2006
AAMS
Moravian College 2004 — 2005
Certificate in Personal Financial Planning
Kutztown University of Pennsylvania 1989 — 1993
Bachelor of Science
Susy Lerner's Prudential Financial Experience January 1998 - July 1999
Job Financial Planning Consultant at LPL
Industry Financial Services
Experience
LPL July 2008 - Present
Asset Preservation Strategies, Inc., and QA3 LLC June 2003 - October 2007
Washington Mutual 2004 - 2007
RSM McGladrey November 2000 - April 2002
AXA Financial June 1999 - August 2000
Prudential Financial January 1998 - July 1999
Wheat First Union 1996 - 1997
Lerner Financial Network October 1987 - October 1996
Skills
Financial Planning, Wealth Management, Insurance, Asset Allocation, Investment Advisory, Asset Management, Series 7, Investment Strategies, Insurance Planning, Financial Advisory, Cash Flow, Public Speaking, Series 66, Series 63, Customer Relations, Financial Planners, Uniform Combined State..., Strategic Financial..., Investments, Customer Service, Wealth Management...
Education
College for Financial Planning
CFP, financial planning
College for Financial Planning
CMFC, Investments
The American College
CLU, Insurance
University of Maryland College Park
BS, Science Education
University of Maryland College Park
MEd, Science Education
LPL July 2008 - Present
Asset Preservation Strategies, Inc., and QA3 LLC June 2003 - October 2007
Washington Mutual 2004 - 2007
RSM McGladrey November 2000 - April 2002
AXA Financial June 1999 - August 2000
Prudential Financial January 1998 - July 1999
Wheat First Union 1996 - 1997
Lerner Financial Network October 1987 - October 1996
Skills
Financial Planning, Wealth Management, Insurance, Asset Allocation, Investment Advisory, Asset Management, Series 7, Investment Strategies, Insurance Planning, Financial Advisory, Cash Flow, Public Speaking, Series 66, Series 63, Customer Relations, Financial Planners, Uniform Combined State..., Strategic Financial..., Investments, Customer Service, Wealth Management...
Education
College for Financial Planning
CFP, financial planning
College for Financial Planning
CMFC, Investments
The American College
CLU, Insurance
University of Maryland College Park
BS, Science Education
University of Maryland College Park
MEd, Science Education
Thomas Wade's Prudential Financial Experience September 2006 - August 2007
Job Vice President, Business Development
Industry Financial Services
Experience
Swiss Re January 2015 - Present
Swiss Re November 2011 - Present
Willis May 2009 - June 2011
UBS Financial Services Inc. September 2007 - May 2009
Prudential Financial September 2006 - August 2007
Skills
Investments, Marketing, Capital Markets, Sales, Bloomberg, Investment Banking, Equity Research, Insurance, CRM, Portfolio Management, Financial Analysis, Risk Management, Business Development, Reinsurance
Education
Colgate University
Swiss Re January 2015 - Present
Swiss Re November 2011 - Present
Willis May 2009 - June 2011
UBS Financial Services Inc. September 2007 - May 2009
Prudential Financial September 2006 - August 2007
Skills
Investments, Marketing, Capital Markets, Sales, Bloomberg, Investment Banking, Equity Research, Insurance, CRM, Portfolio Management, Financial Analysis, Risk Management, Business Development, Reinsurance
Education
Colgate University
James Flors's Prudential Financial Experience November 2014 - Present
Job Director, Operational Risk Management at Prudential Financial
Industry Investment Banking
Experience
Prudential Financial November 2014 - Present
Prudential Financial May 2010 - November 2014
Cenlar May 2009 - May 2010
Credit Suisse March 2004 - February 2008
AmTrust Bank July 2001 - March 2004
CitiFinancial September 1998 - July 2001
Skills
Fixed Income, Capital Markets, Banking, Portfolio Management, Investment Banking, Credit, Valuation, Loans, Loan Origination, Credit Analysis, Risk Management, Credit Risk, Asset Management, Investments, Process Improvement, Mortgage Banking, Mortgage Lending, Financial Modeling, Equities, Financial Analysis, Due Diligence, Management, Analysis
Education
Cleveland State University 1992 — 1998
Bachelor of Business Administration (BBA), Operations Management and Business Statistics
Rider University
Master of Business Administration (MBA), Business Administration and Management, General
Prudential Financial November 2014 - Present
Prudential Financial May 2010 - November 2014
Cenlar May 2009 - May 2010
Credit Suisse March 2004 - February 2008
AmTrust Bank July 2001 - March 2004
CitiFinancial September 1998 - July 2001
Skills
Fixed Income, Capital Markets, Banking, Portfolio Management, Investment Banking, Credit, Valuation, Loans, Loan Origination, Credit Analysis, Risk Management, Credit Risk, Asset Management, Investments, Process Improvement, Mortgage Banking, Mortgage Lending, Financial Modeling, Equities, Financial Analysis, Due Diligence, Management, Analysis
Education
Cleveland State University 1992 — 1998
Bachelor of Business Administration (BBA), Operations Management and Business Statistics
Rider University
Master of Business Administration (MBA), Business Administration and Management, General
Jeanne K. Hagar, LUTCF, CLTC, CRPC, RFC's Prudential Financial Experience June 1991 - February 2002
Job Principal at The Hamilton Group
Industry Financial Services
Experience
The Hamilton Group February 2002 - Present
Prudential Financial June 1991 - February 2002
Data General May 1980 - November 1986
Skills
Investments, Strategic Financial..., Wealth Management, Mutual Funds, Equities, Securities, Estate Planning, Investment Advisory, Risk Management, College Savings Plans, Retirement Planning, Long Term Care Insurance, Life and Disability..., Variable Annuities
Education
College for Financial Planning 2005 — 2009
Completed CFP Program 2005 - 2006, Completed CRPC Program 2009
Salem State University 1973 — 1977
The Hamilton Group February 2002 - Present
Prudential Financial June 1991 - February 2002
Data General May 1980 - November 1986
Skills
Investments, Strategic Financial..., Wealth Management, Mutual Funds, Equities, Securities, Estate Planning, Investment Advisory, Risk Management, College Savings Plans, Retirement Planning, Long Term Care Insurance, Life and Disability..., Variable Annuities
Education
College for Financial Planning 2005 — 2009
Completed CFP Program 2005 - 2006, Completed CRPC Program 2009
Salem State University 1973 — 1977
Marcus Winbush, CFP's Prudential Financial Experience 1992 - 1994
Job CEO at True North Capital Alliance
Industry Investment Management
Experience
True North Capital Alliance September 2012 - Present
Morgan Stanley Smith Barney December 2010 - September 2012
Breneman Winbush and Associates, LLP October 2005 - December 2010
Thrivent Financial December 2002 - October 2005
Cambridge Investment Research 2001 - 2002
SunAmerica 2000 - 2001
Fortis 1995 - 1998
Prudential Financial 1992 - 1994
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investments, Fixed Annuities, Strategic Financial..., Retirement, Estate Planning, Investment Advisory, Series 63, Asset Allocation, Uniform Combined State..., Asset Managment, Financial Advisory, Leadership, 401k, Alternative Investments, Asset Management, Risk Management, Portfolio Management, Investment Strategies, Finance, Financial Services, Wealth Management..., IRAs, Securities, Investment Management, Equities, Life Insurance, FINRA, Financial Planning, Fixed Income, Wealth
Education
College for Financial Planning 2005 — 2006
CFP, Financial Planning
The University of North Dakota 1991 — 1993
BA, Social Sciences
University of Wyoming 1989 — 1991
Psychology
John Marshall High School 1986 — 1989
True North Capital Alliance September 2012 - Present
Morgan Stanley Smith Barney December 2010 - September 2012
Breneman Winbush and Associates, LLP October 2005 - December 2010
Thrivent Financial December 2002 - October 2005
Cambridge Investment Research 2001 - 2002
SunAmerica 2000 - 2001
Fortis 1995 - 1998
Prudential Financial 1992 - 1994
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investments, Fixed Annuities, Strategic Financial..., Retirement, Estate Planning, Investment Advisory, Series 63, Asset Allocation, Uniform Combined State..., Asset Managment, Financial Advisory, Leadership, 401k, Alternative Investments, Asset Management, Risk Management, Portfolio Management, Investment Strategies, Finance, Financial Services, Wealth Management..., IRAs, Securities, Investment Management, Equities, Life Insurance, FINRA, Financial Planning, Fixed Income, Wealth
Education
College for Financial Planning 2005 — 2006
CFP, Financial Planning
The University of North Dakota 1991 — 1993
BA, Social Sciences
University of Wyoming 1989 — 1991
Psychology
John Marshall High School 1986 — 1989
Andy Sams's Prudential Financial Experience June 1992 - July 1995
Job Senior Derivatives Trader at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 1995 - Present
US Army March 1983 - June 2015
Prudential Financial June 1992 - July 1995
Skills
Leadership, Command, Program Management, Process Improvement, Operations Management, Team Leadership, Leadership Development, Supervisory Skills, Team Building, Project Management, Training, Risk Management, Mutual Funds, Equities, Options Strategies, Negotiations, Strong Verbal and..., Investment Brokerage, Creative Problem Solving, ETFs, Trading Strategies, Investment Strategies, IRAs, Retirement Strategies, Hold Series 7, Series 9/10 Sales..., Series 63, Management
Education
Indiana University-Purdue University at Indianapolis
BA, Radio & TV Communications, Economics and Political Science
College for Financial Planning 1999 — 2015
Chartered Retirement Planning Counselor, Registered Paraplanner, Financial Planning and Services, Graduate
Charles Schwab July 1995 - Present
US Army March 1983 - June 2015
Prudential Financial June 1992 - July 1995
Skills
Leadership, Command, Program Management, Process Improvement, Operations Management, Team Leadership, Leadership Development, Supervisory Skills, Team Building, Project Management, Training, Risk Management, Mutual Funds, Equities, Options Strategies, Negotiations, Strong Verbal and..., Investment Brokerage, Creative Problem Solving, ETFs, Trading Strategies, Investment Strategies, IRAs, Retirement Strategies, Hold Series 7, Series 9/10 Sales..., Series 63, Management
Education
Indiana University-Purdue University at Indianapolis
BA, Radio & TV Communications, Economics and Political Science
College for Financial Planning 1999 — 2015
Chartered Retirement Planning Counselor, Registered Paraplanner, Financial Planning and Services, Graduate
Ryan Shaw, C(k)P®'s Prudential Financial Experience April 2008 - September 2010
Job Regional Vice President at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services January 2015 - Present
Merrill Lynch September 2010 - January 2015
Prudential Financial April 2008 - September 2010
Skills
Investments, Strategic Financial..., Mutual Funds, Wealth Management, Financial Analysis, Retirement Planning, 401k, Budgets, Financial Modeling, Portfolio Management, Leadership, Management, Finance, Insurance, Financial Services, Retirement Plan..., Profit Sharing, 403 b, Non-Qualified Deferred..., Defined Benefit, Deferred Compensation, Defined Contribution, Sales Management, Sales Presentations
Education
College of Charleston 2004 — 2006
BS, Accounting & Business Administration
The Retirement Advisor University
C(k)P®, Certified 401(k) Professional
Ohio National Financial Services January 2015 - Present
Merrill Lynch September 2010 - January 2015
Prudential Financial April 2008 - September 2010
Skills
Investments, Strategic Financial..., Mutual Funds, Wealth Management, Financial Analysis, Retirement Planning, 401k, Budgets, Financial Modeling, Portfolio Management, Leadership, Management, Finance, Insurance, Financial Services, Retirement Plan..., Profit Sharing, 403 b, Non-Qualified Deferred..., Defined Benefit, Deferred Compensation, Defined Contribution, Sales Management, Sales Presentations
Education
College of Charleston 2004 — 2006
BS, Accounting & Business Administration
The Retirement Advisor University
C(k)P®, Certified 401(k) Professional
Brian Kennedy ChFC®,CRPC ®, CMFC ® ,CLTC,LUTCF's Prudential Financial Experience April 1993 - April 2002
Job President of KennedyCatalano Advisors Key Financial Group LLC and Kennedy Advisors KFG LLC WWW.KENNEDYADVISORS.COM
Industry Financial Services
Experience
Kennedy-Catalano Advisors Key Financial Group LLC July 2010 - Present
Lincoln Financial Advisors July 2010 - Present
Kennedy Advisors Key Financial Group LLC 2002 - Present
Equity Services, Inc. 2002 - 2010
Prudential Financial April 1993 - April 2002
Skills
Retirement Planning, Fixed Annuities, Estate Planning, Financial Advisory, Insurance, Life Insurance, Long-term Care, Investments, Financial Services, Securities, Finance, Retirement, Strategic Financial..., Wealth Management, Disability Insurance, 401k, Term Life Insurance, IRAs, Mutual Funds, Wealth, Investment Advisory, Long Term Care Insurance, Wealth Accumulation, 401k Rollovers, Employee Benefits, Roth IRA, Health Insurance, Asset Allocation, Asset Management, Variable Annuities, Wealth Management..., Portfolio Management, Pensions, Investment Strategies, Whole Life, Universal Life
Education
The College for Financial Planning 2010 — 2011
CRPC ®, Chartered Retirement Planning Counselor
The American College 1996 — 2011
ChFC ®, Chartered Financial Consultant-Financial Planning
The Corporation for Long Term Care,Inc. 2007 — 2007
CLTC, Long Term Care Insurance
College for Financial Planning 2002 — 2002
CMFC ®, Chartered Mutual Fund Counselor -Mutual Funds
The American College 1993 — 1995
LUTCF, Insurance, Estate Planning, Business Planning
HACC, Central Pennsylvania's Community College 1989 — 1991
Business
Cedar Cliff High School 1986 — 1989
Kennedy-Catalano Advisors Key Financial Group LLC July 2010 - Present
Lincoln Financial Advisors July 2010 - Present
Kennedy Advisors Key Financial Group LLC 2002 - Present
Equity Services, Inc. 2002 - 2010
Prudential Financial April 1993 - April 2002
Skills
Retirement Planning, Fixed Annuities, Estate Planning, Financial Advisory, Insurance, Life Insurance, Long-term Care, Investments, Financial Services, Securities, Finance, Retirement, Strategic Financial..., Wealth Management, Disability Insurance, 401k, Term Life Insurance, IRAs, Mutual Funds, Wealth, Investment Advisory, Long Term Care Insurance, Wealth Accumulation, 401k Rollovers, Employee Benefits, Roth IRA, Health Insurance, Asset Allocation, Asset Management, Variable Annuities, Wealth Management..., Portfolio Management, Pensions, Investment Strategies, Whole Life, Universal Life
Education
The College for Financial Planning 2010 — 2011
CRPC ®, Chartered Retirement Planning Counselor
The American College 1996 — 2011
ChFC ®, Chartered Financial Consultant-Financial Planning
The Corporation for Long Term Care,Inc. 2007 — 2007
CLTC, Long Term Care Insurance
College for Financial Planning 2002 — 2002
CMFC ®, Chartered Mutual Fund Counselor -Mutual Funds
The American College 1993 — 1995
LUTCF, Insurance, Estate Planning, Business Planning
HACC, Central Pennsylvania's Community College 1989 — 1991
Business
Cedar Cliff High School 1986 — 1989
Peter Davaney-Graham, CFA's Prudential Financial Experience July 2007 - June 2009
Job Portfolio Analytics Specialist at FactSet Research Systems
Industry Financial Services
Experience
FactSet Research Systems April 2012 - Present
FactSet Research Systems April 2011 - April 2012
FactSet Research Systems June 2009 - April 2011
Prudential Financial July 2007 - June 2009
Skills
Equities, Financial Modeling, Alternative Investments
Education
Colgate University 2003 — 2007
BA, Political Science, Middle Eastern Studies
FactSet Research Systems April 2012 - Present
FactSet Research Systems April 2011 - April 2012
FactSet Research Systems June 2009 - April 2011
Prudential Financial July 2007 - June 2009
Skills
Equities, Financial Modeling, Alternative Investments
Education
Colgate University 2003 — 2007
BA, Political Science, Middle Eastern Studies
John McCormack's Prudential Financial Experience 1985 - 2003
Job Vice President Client Services at Verisight, Inc
Industry Financial Services
Experience
Verisight, Inc March 2013 - Present
ActiFi 2012 - March 2013
Transamerica Retirement Management 2008 - January 2012
Transamerica Retirement Management 2006 - 2008
BISYS 2004 - 2006
Hartford Life 2003 - 2004
Prudential Financial 1985 - 2003
Skills
Defined Contribution, Retirement Services, Business Strategy, Process Management, Investments, Cross-functional Team..., Business Relationship..., Operations Management, Client Service, Call Center Development, Call Center, Analytics, Leading People, Quality Management, Financial Management, Vendor Management, Project Implementation, Organizational..., •Creativity, New Product..., Series 7, Series 66, Retirement Income, Process Improvement, Sales Operations, Sales Process, Executive Management, Retirement, Strategic Financial..., Call Centers, Leadership, Strategic Planning, Coaching, Retirement Planning, Relationship Management, Management, Strategy, Financial Services, Mutual Funds, Managerial Finance, Financial Planning
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1992
MBA, Finance
Colgate University 1980 — 1984
BA, Economics
Mountain Lakes High School 1976 — 1980
HS
Verisight, Inc March 2013 - Present
ActiFi 2012 - March 2013
Transamerica Retirement Management 2008 - January 2012
Transamerica Retirement Management 2006 - 2008
BISYS 2004 - 2006
Hartford Life 2003 - 2004
Prudential Financial 1985 - 2003
Skills
Defined Contribution, Retirement Services, Business Strategy, Process Management, Investments, Cross-functional Team..., Business Relationship..., Operations Management, Client Service, Call Center Development, Call Center, Analytics, Leading People, Quality Management, Financial Management, Vendor Management, Project Implementation, Organizational..., •Creativity, New Product..., Series 7, Series 66, Retirement Income, Process Improvement, Sales Operations, Sales Process, Executive Management, Retirement, Strategic Financial..., Call Centers, Leadership, Strategic Planning, Coaching, Retirement Planning, Relationship Management, Management, Strategy, Financial Services, Mutual Funds, Managerial Finance, Financial Planning
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1992
MBA, Finance
Colgate University 1980 — 1984
BA, Economics
Mountain Lakes High School 1976 — 1980
HS
Joyce Abela's Prudential Financial Experience 2002 - 2002
Job
Industry Real Estate
Experience
Realty Executives June 2012 - Present
HOM Sotheby's International June 2012 - Present
Kintera 2001 - 2003
Centre for Health Care 2001 - 2003
Prudential Financial 2002 - 2002
UCSD School of Medicine 1986 - 1999
Skills
Real Estate, Contract Negotiation, Investment Properties, Strategic Planning, Negotiation, Marketing, Short Sales, Selling, Relocation, Referrals, Commercial Real Estate, Leases, Foreclosures, Buyer Representation, FHA, Rentals, Real Estate Development, Real Estate Transactions, Public Relations, Human Resources, Seniors, Management, Start-ups, Listings, Public Speaking, REO, Sellers, Home Staging, Purchasing, HUD, Event Management, Real Estate Financing, Property, Luxury, Property Management, New Business Development, Training, Investors, Residential Homes, New Home Sales, Real Estate Economics, Brokerage, Investments, Single Family Homes, Real Property, Townhomes, Sales, Condos, First Time Home Buyers, Buyers
Education
Bonita Vista High School 1976 — 1979
Coleman College
Data Entry/Programming
Pacific College of Medical/Dental Assistant-Administration
Medical/Dental Administration/Assistant
Realty Executives June 2012 - Present
HOM Sotheby's International June 2012 - Present
Kintera 2001 - 2003
Centre for Health Care 2001 - 2003
Prudential Financial 2002 - 2002
UCSD School of Medicine 1986 - 1999
Skills
Real Estate, Contract Negotiation, Investment Properties, Strategic Planning, Negotiation, Marketing, Short Sales, Selling, Relocation, Referrals, Commercial Real Estate, Leases, Foreclosures, Buyer Representation, FHA, Rentals, Real Estate Development, Real Estate Transactions, Public Relations, Human Resources, Seniors, Management, Start-ups, Listings, Public Speaking, REO, Sellers, Home Staging, Purchasing, HUD, Event Management, Real Estate Financing, Property, Luxury, Property Management, New Business Development, Training, Investors, Residential Homes, New Home Sales, Real Estate Economics, Brokerage, Investments, Single Family Homes, Real Property, Townhomes, Sales, Condos, First Time Home Buyers, Buyers
Education
Bonita Vista High School 1976 — 1979
Coleman College
Data Entry/Programming
Pacific College of Medical/Dental Assistant-Administration
Medical/Dental Administration/Assistant
Victor F. Chappell's Prudential Financial Experience January 2000 - June 2004
Job Independent Contractor at Prestige Delivery Systems
Industry Business Supplies and Equipment
Experience
Prestige Delivery Systems April 2012 - Present
U.S. Department of Veterans Affairs March 2010 - March 2012
Wells Fargo Home Mortgage August 2004 - September 2009
Prudential Financial January 2000 - June 2004
U.S. Postal Service December 1988 - April 2000
Skills
Public Speaking, Teaching, Strategic Planning, Market Research, Marketing Strategy, Microsoft Office, Product Development, Instructional Design, Event Planning, Photoshop, Fundraising, PowerPoint, Social Media, Community Outreach, Customer Service, Training
Education
Cleveland State University 2009 — 2011
Bachelor of Arts (BA), Liberal Arts and Social Sciences
Prestige Delivery Systems April 2012 - Present
U.S. Department of Veterans Affairs March 2010 - March 2012
Wells Fargo Home Mortgage August 2004 - September 2009
Prudential Financial January 2000 - June 2004
U.S. Postal Service December 1988 - April 2000
Skills
Public Speaking, Teaching, Strategic Planning, Market Research, Marketing Strategy, Microsoft Office, Product Development, Instructional Design, Event Planning, Photoshop, Fundraising, PowerPoint, Social Media, Community Outreach, Customer Service, Training
Education
Cleveland State University 2009 — 2011
Bachelor of Arts (BA), Liberal Arts and Social Sciences
Jerry Warrick's Prudential Financial Experience September 1988 - September 1989
Job Referral Agent at Weichert Realtors
Industry Real Estate
Experience
Weichert Realtors December 1998 - Present
Investors Capital March 1994 - September 2001
Investacorp, Inc. September 1989 - March 1994
Prudential Financial September 1988 - September 1989
Allied Beverage Group September 1987 - September 1988
Skills
Sellers, Waterfront, Buyer Representation, Real Estate, Relocation, Referrals, Acreage, Condos, Mortgage Lending, Townhomes, Real Estate Transactions, Investment Properties, Foreclosures, Short Sales, Single Family Homes, New Home Sales, Investors, Seniors, ABR, Property, Marketing, Resellers, Listings, First Time Home Buyers, Buyers, New Homes, REO, Property Management, Leases, Selling, Vacation Homes, FHA, Move Up Buyers, Sales, Real Estate Development, Real Property, Commercial Real Estate, Relocation Buyers, Investments, Real Estate License, Tenant, Home Staging, Rentals, HUD, Brokerage, Residential Homes, Luxury, SFR, Real Estate Financing, e-PRO
Education
College for Financial Planning 1990 — 1992
Financial Planning and Services
County College of Morris 1974 — 1975
Morristown High School 1972 — 1974
HS graduation, College/University Preparatory and Advanced High School/Secondary Diploma Program
Weichert Realtors December 1998 - Present
Investors Capital March 1994 - September 2001
Investacorp, Inc. September 1989 - March 1994
Prudential Financial September 1988 - September 1989
Allied Beverage Group September 1987 - September 1988
Skills
Sellers, Waterfront, Buyer Representation, Real Estate, Relocation, Referrals, Acreage, Condos, Mortgage Lending, Townhomes, Real Estate Transactions, Investment Properties, Foreclosures, Short Sales, Single Family Homes, New Home Sales, Investors, Seniors, ABR, Property, Marketing, Resellers, Listings, First Time Home Buyers, Buyers, New Homes, REO, Property Management, Leases, Selling, Vacation Homes, FHA, Move Up Buyers, Sales, Real Estate Development, Real Property, Commercial Real Estate, Relocation Buyers, Investments, Real Estate License, Tenant, Home Staging, Rentals, HUD, Brokerage, Residential Homes, Luxury, SFR, Real Estate Financing, e-PRO
Education
College for Financial Planning 1990 — 1992
Financial Planning and Services
County College of Morris 1974 — 1975
Morristown High School 1972 — 1974
HS graduation, College/University Preparatory and Advanced High School/Secondary Diploma Program
Joseph Triolo's Prudential Financial Experience September 1997 - June 2003
Job Managing Director at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC SVP Agency TradingJefferies & CompanyDecember 2003 - January 2012
Prudential Financial September 1997 - June 2003
Skills
Capital Markets, Fixed Income, Investment Banking, Derivatives, Series 7, Securities, Equities, Financial Markets, Investments, Series 63, Structured Products
Education
College of Charleston 1993 — 1997
Bachelor of Business Administration (B.B.A.)
Jefferies LLC SVP Agency TradingJefferies & CompanyDecember 2003 - January 2012
Prudential Financial September 1997 - June 2003
Skills
Capital Markets, Fixed Income, Investment Banking, Derivatives, Series 7, Securities, Equities, Financial Markets, Investments, Series 63, Structured Products
Education
College of Charleston 1993 — 1997
Bachelor of Business Administration (B.B.A.)
Marshall Nachbar's Prudential Financial Experience 1991 - 2004
Job Attorney at Law at Marshall J. Nachbar
Industry Financial Services
Experience
Marshall J. Nachbar March 2008 - Present
UBS Financial Services Inc. July 2004 - November 2007
Prudential Securities Incorporated May 1991 - June 2004
prudential securitites 1991 - 2004
Prudential Financial 1991 - 2004
PaineWebber Incorporated May 1988 - May 1991
EF Hutton & Co. Inc. April 1984 - May 1991
E F Hutton 1984 - 1988
Skills
Securities, FINRA, Series 7, AML, Series 24, Mutual Funds, Hedge Funds, Asset Managment, Equities, Series 63, Capital Markets, Asset Management, Financial Services, Estate Planning, Corporate Law, Estate Tax Planning, Arbitration, Finance, Wills, Trusts, Mediation, Corporate Governance, Legal Writing, Courts, Due Diligence, Private Equity, Financial Advisory, Mergers & Acquisitions, Financial Regulation, Alternative Investments, Securities Litigation, OFAC
Education
Long Island University 1996 — 2001
MS, Library and Information Science
Cleveland State University - Cleveland-Marshall College of Law 1969 — 1972
JD, Law
New York University 1963 — 1967
BA, History
Marshall J. Nachbar March 2008 - Present
UBS Financial Services Inc. July 2004 - November 2007
Prudential Securities Incorporated May 1991 - June 2004
prudential securitites 1991 - 2004
Prudential Financial 1991 - 2004
PaineWebber Incorporated May 1988 - May 1991
EF Hutton & Co. Inc. April 1984 - May 1991
E F Hutton 1984 - 1988
Skills
Securities, FINRA, Series 7, AML, Series 24, Mutual Funds, Hedge Funds, Asset Managment, Equities, Series 63, Capital Markets, Asset Management, Financial Services, Estate Planning, Corporate Law, Estate Tax Planning, Arbitration, Finance, Wills, Trusts, Mediation, Corporate Governance, Legal Writing, Courts, Due Diligence, Private Equity, Financial Advisory, Mergers & Acquisitions, Financial Regulation, Alternative Investments, Securities Litigation, OFAC
Education
Long Island University 1996 — 2001
MS, Library and Information Science
Cleveland State University - Cleveland-Marshall College of Law 1969 — 1972
JD, Law
New York University 1963 — 1967
BA, History
Vijaya Camillo's Prudential Financial Experience April 2014 - Present
Job Director of Women's and Multicultural Marketing
Industry Financial Services
Experience
Prudential Financial April 2014 - Present
Education
Cleveland State University 1996 — 1998
MBA, Marketing Management
Cleveland State University 1994 — 1996
BA, Consumer Psychology
Valley Forge High School
Prudential Financial April 2014 - Present
Education
Cleveland State University 1996 — 1998
MBA, Marketing Management
Cleveland State University 1994 — 1996
BA, Consumer Psychology
Valley Forge High School
Debra Mele-Blanchard's Prudential Financial Experience 2002 - 2006
Job Wealth Advisor at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank April 2014 - Present
Women's Leadership Council, United Way of Southern Nevada, Co-Chair Emeritus July 2012 - Present
Opportunity Village January 2012 - Present
BNY Mellon Wealth Management February 2009 - April 2014
Mutual of Omaha Bank-Wealth Management Division November 2007 - February 2009
Prudential Financial 2002 - 2006
Sentry Insurance 1996 - 2002
Skills
Wealth Management, Investments, Retirement Planning, Insurance, Investment Management, Wealth, Family Office, Estate Planning, Program Management, Strategic Planning, Private Banking, High Net Worth..., Mutual Funds, Trust Services, Wealth Management..., Alternative Investments, Life Insurance, Portfolio Management, Leadership, Securities, Retirement, Asset Allocation, Financial Services, Investment Strategies, Asset Management, Series 7, Investment Advisory, 401k, Strategic Financial..., Financial Planners, Financial Advisory, FINRA, Funding, Private Equity, Wealth Preservation..., Financial Planning
Education
Cleveland State University
University of Nevada-Las Vegas
Wells Fargo Private Bank April 2014 - Present
Women's Leadership Council, United Way of Southern Nevada, Co-Chair Emeritus July 2012 - Present
Opportunity Village January 2012 - Present
BNY Mellon Wealth Management February 2009 - April 2014
Mutual of Omaha Bank-Wealth Management Division November 2007 - February 2009
Prudential Financial 2002 - 2006
Sentry Insurance 1996 - 2002
Skills
Wealth Management, Investments, Retirement Planning, Insurance, Investment Management, Wealth, Family Office, Estate Planning, Program Management, Strategic Planning, Private Banking, High Net Worth..., Mutual Funds, Trust Services, Wealth Management..., Alternative Investments, Life Insurance, Portfolio Management, Leadership, Securities, Retirement, Asset Allocation, Financial Services, Investment Strategies, Asset Management, Series 7, Investment Advisory, 401k, Strategic Financial..., Financial Planners, Financial Advisory, FINRA, Funding, Private Equity, Wealth Preservation..., Financial Planning
Education
Cleveland State University
University of Nevada-Las Vegas
Kevin Byrne's Prudential Financial Experience August 2011 - Present
Job VP, Voluntary Benefits at Prudential
Industry Financial Services
Experience
Prudential Financial August 2011 - Present
Prudential Financial May 2010 - August 2011
UBS Wealth Management February 2008 - June 2010
UBS Wealth Management April 2006 - January 2008
Horizon Blue Cross Blue Shield of New Jersey July 2005 - April 2006
Prudential Financial February 2001 - March 2005
Prudential Financial March 2000 - February 2001
Prudential Financial August 1997 - March 2000
Skills
Recruiting, Project Management, Change Management, Leadership, Program Management, Performance Management, Management, Strategy, Business Development, Leadership Development, CRM, Project Planning, Budgets, Vendor Management, Insurance, Training, Analysis, Financial Services, Risk Management, Strategic Planning
Education
Providence College 1993 — 1997
BA, Psychology & Business Studies
Villanova University 2003 — 2004
PMP, Project Management
College for Financial Planning 1999 — 2000
CMFC, Chartered Mutual Fund Counselor
Framingham High School 1989 — 1993
Prudential Financial August 2011 - Present
Prudential Financial May 2010 - August 2011
UBS Wealth Management February 2008 - June 2010
UBS Wealth Management April 2006 - January 2008
Horizon Blue Cross Blue Shield of New Jersey July 2005 - April 2006
Prudential Financial February 2001 - March 2005
Prudential Financial March 2000 - February 2001
Prudential Financial August 1997 - March 2000
Skills
Recruiting, Project Management, Change Management, Leadership, Program Management, Performance Management, Management, Strategy, Business Development, Leadership Development, CRM, Project Planning, Budgets, Vendor Management, Insurance, Training, Analysis, Financial Services, Risk Management, Strategic Planning
Education
Providence College 1993 — 1997
BA, Psychology & Business Studies
Villanova University 2003 — 2004
PMP, Project Management
College for Financial Planning 1999 — 2000
CMFC, Chartered Mutual Fund Counselor
Framingham High School 1989 — 1993
Jim Dean MS, CFP's Prudential Financial Experience July 1997 - August 2002
Job Financial Consultant at Dean, Casey Financial Management, LLC
Industry Financial Services
Experience
Dean, Casey Financial Management, LLC September 2014 - Present
Dean Casey Financial Management August 2002 - Present
Prudential Financial July 1997 - August 2002
Education
College for Financial Planning 2007 — 2010
Master of Science, Personal Financial Planning
The King's College 1983 — 1986
Bachelor of Science, Business and Economics
LeTourneau University 1982 — 1983
Mechanical Engineering
Dean, Casey Financial Management, LLC September 2014 - Present
Dean Casey Financial Management August 2002 - Present
Prudential Financial July 1997 - August 2002
Education
College for Financial Planning 2007 — 2010
Master of Science, Personal Financial Planning
The King's College 1983 — 1986
Bachelor of Science, Business and Economics
LeTourneau University 1982 — 1983
Mechanical Engineering
Jocelyn Dittmann's Prudential Financial Experience December 2008 - February 2011
Job New Business Process Specialist
Industry Insurance
Experience
McCamish Systems, an Infosys Company October 2009 - Present
Infosys BPO 2009 - Present
Prudential Financial December 2008 - February 2011
Bank of America July 2002 - July 2008
Sears, Roebuck and Co. June 1996 - June 2002
Skills
Insurance, Banking, Life Insurance, Finance
Education
College of DuPage 1985 — 1987
Pre-med/Nursing
McCamish Systems, an Infosys Company October 2009 - Present
Infosys BPO 2009 - Present
Prudential Financial December 2008 - February 2011
Bank of America July 2002 - July 2008
Sears, Roebuck and Co. June 1996 - June 2002
Skills
Insurance, Banking, Life Insurance, Finance
Education
College of DuPage 1985 — 1987
Pre-med/Nursing
Mike Ultsch's Prudential Financial Experience January 2008 - Present
Job FSA at prudential
Industry Insurance
Experience
Prudential Financial January 2008 - Present
Education
College of DuPage 1997 — 2002
Prudential Financial January 2008 - Present
Education
College of DuPage 1997 — 2002
Kenneth Stammer, CFP, CRPS, LUTCF's Prudential Financial Experience October 1986 - October 1994
Job First Vice President Wealth Advisor
Industry Financial Services
Experience
UBS Wealth Management November 2008 - Present
Morgan Stanley August 1995 - November 2008
Prudential Financial October 1986 - October 1994
Education
College for Financial Planning 2014 — 2015
CRPS, Financial Planning and Services
College for Financial Planning 1990 — 1992
CFP, Financial Planning and Services
The National Asscociation of Life Underwriters 1987 — 1990
LUTCF, Financial Services and Estate Planning
UBS Wealth Management November 2008 - Present
Morgan Stanley August 1995 - November 2008
Prudential Financial October 1986 - October 1994
Education
College for Financial Planning 2014 — 2015
CRPS, Financial Planning and Services
College for Financial Planning 1990 — 1992
CFP, Financial Planning and Services
The National Asscociation of Life Underwriters 1987 — 1990
LUTCF, Financial Services and Estate Planning
Tinofara Majoni's Prudential Financial Experience June 2013 - Present
Job Analyst at Prudential Financial
Industry Capital Markets
Experience
Prudential Financial June 2013 - Present
UBS Investment Bank June 2012 - August 2012
New York Stock Exchange June 2011 - August 2011
PricewaterhouseCoopers December 2008 - July 2009
Education
Colgate University 2009 — 2013
Mathematical Economics and Computer Science
The University of Manchester 2011 — 2011
SOA 2009 — 2010
Highfield High School 2003 — 2008
Prudential Financial June 2013 - Present
UBS Investment Bank June 2012 - August 2012
New York Stock Exchange June 2011 - August 2011
PricewaterhouseCoopers December 2008 - July 2009
Education
Colgate University 2009 — 2013
Mathematical Economics and Computer Science
The University of Manchester 2011 — 2011
SOA 2009 — 2010
Highfield High School 2003 — 2008
Scott Kaplan's Prudential Financial Experience June 2011 - Present
Job SVP, Head of Global Product and Market Solutions, Pensions and Structured Solutions at Prudential Retirement
Industry Financial Services
Experience
Prudential Financial June 2011 - Present
Prudential Financial July 2006 - July 2011
Prudential Financial January 1997 - June 2006
Moodys Investor Services 1992 - 1995
Skills
Insurance, Investments, Portfolio Management, Fixed Income, Financial Risk, Finance, Capital Markets, ALM, Financial Modeling, Corporate Finance, Pensions, Securities, Financial Analysis, Risk Management
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
Master of Business Administration (MBA), Finance
Colgate University 1983 — 1987
B.A., Economics
Newark Academy 1978 — 1983
Prudential Financial June 2011 - Present
Prudential Financial July 2006 - July 2011
Prudential Financial January 1997 - June 2006
Moodys Investor Services 1992 - 1995
Skills
Insurance, Investments, Portfolio Management, Fixed Income, Financial Risk, Finance, Capital Markets, ALM, Financial Modeling, Corporate Finance, Pensions, Securities, Financial Analysis, Risk Management
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
Master of Business Administration (MBA), Finance
Colgate University 1983 — 1987
B.A., Economics
Newark Academy 1978 — 1983
Jeff Wheeler's Prudential Financial Experience 1994 - 1998
Job Partner at New York Life
Industry Insurance
Experience
New York Life October 2013 - Present
Waddell & Reed December 2011 - October 2013
Adviser Investments December 2007 - September 2011
Bank of America Investments August 2002 - November 2007
First Union Securities 1998 - 2002
Prudential Investments 1996 - 1998
Prudential Financial 1994 - 1998
Rauscher Pierce Refsnes August 1988 - June 1994
Skills
Training, Recruiting, College Recruiting, Financial Recruiting, Hands-on Leadership, Motivational..., Communication, Multi-tasking Skills, Time Management, Thought Leadership
Education
Colby College 1974 — 1978
BA, Government
Salisbury School 1970 — 1974
H.S. diploma
New York Life October 2013 - Present
Waddell & Reed December 2011 - October 2013
Adviser Investments December 2007 - September 2011
Bank of America Investments August 2002 - November 2007
First Union Securities 1998 - 2002
Prudential Investments 1996 - 1998
Prudential Financial 1994 - 1998
Rauscher Pierce Refsnes August 1988 - June 1994
Skills
Training, Recruiting, College Recruiting, Financial Recruiting, Hands-on Leadership, Motivational..., Communication, Multi-tasking Skills, Time Management, Thought Leadership
Education
Colby College 1974 — 1978
BA, Government
Salisbury School 1970 — 1974
H.S. diploma
Andrew Richard's Prudential Financial Experience June 2005 - September 2006
Job Vice President at South State Bank
Industry Banking
Experience
SCBT October 2006 - Present
South State Bank October 2006 - Present
Prudential Financial June 2005 - September 2006
Skills
Commercial Banking, Consumer Lending, Retail Banking, Team Management, Economic Development, Credit, Commercial Lending, Investments, Credit Analysis, Loans, Small Business Lending, Microsoft Excel, Accounting
Education
RMA 2012 — 2012
Commercial Credit for Lenders
The South Carolina Bankers School of the South Carolina Bankers Association 2009 — 2012
College of Charleston 2001 — 2005
Bachelor of Science, Accounting
Leadership Florence
SCBT October 2006 - Present
South State Bank October 2006 - Present
Prudential Financial June 2005 - September 2006
Skills
Commercial Banking, Consumer Lending, Retail Banking, Team Management, Economic Development, Credit, Commercial Lending, Investments, Credit Analysis, Loans, Small Business Lending, Microsoft Excel, Accounting
Education
RMA 2012 — 2012
Commercial Credit for Lenders
The South Carolina Bankers School of the South Carolina Bankers Association 2009 — 2012
College of Charleston 2001 — 2005
Bachelor of Science, Accounting
Leadership Florence
Paul Stasik's Prudential Financial Experience January 2010 - July 2011
Job President at dotTECH IT Consulting LLC
Industry Information Technology and Services
Experience
dotTECH IT Consulting LLC July 2011 - Present
Prudential Financial January 2010 - July 2011
Skills
Business Analysis, Business Planning, Requirements Analysis, Technical Writing, Business Strategy, Information Assurance, Startup Development
Education
University of North Carolina at Wilmington 2005 — 2008
Bachelor of Business, Management of Information Systems
Cleveland State University 2004 — 2005
Bachelor of Business, Information Systems
dotTECH IT Consulting LLC July 2011 - Present
Prudential Financial January 2010 - July 2011
Skills
Business Analysis, Business Planning, Requirements Analysis, Technical Writing, Business Strategy, Information Assurance, Startup Development
Education
University of North Carolina at Wilmington 2005 — 2008
Bachelor of Business, Management of Information Systems
Cleveland State University 2004 — 2005
Bachelor of Business, Information Systems
Dawn Guy's Prudential Financial Experience June 1980 - June 1982
Job Student at Lewis University
Industry Law Enforcement
Experience
My Personal Residence 1969 - Present
Prudential Financial June 1980 - June 1982
U.S. Railroad Retirement Board September 1978 - May 1980
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Photoshop, Secretarial Skills, Computer Science, Jazz Dance, Policy, Business Administration, Public Speaking, Customer Service, Team Building, Social Networking
Education
Lewis University 2007 — 2010
Bachelor of Science (BS), Criminalistics and Criminal Science
College of DuPage 1988 — 2007
Criminal Justice and Corrections
Cortez Peters Business College 1980 — 1982
Associate of Arts and Sciences (AAS), Business Administration, Management and Operations
My Personal Residence 1969 - Present
Prudential Financial June 1980 - June 1982
U.S. Railroad Retirement Board September 1978 - May 1980
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Photoshop, Secretarial Skills, Computer Science, Jazz Dance, Policy, Business Administration, Public Speaking, Customer Service, Team Building, Social Networking
Education
Lewis University 2007 — 2010
Bachelor of Science (BS), Criminalistics and Criminal Science
College of DuPage 1988 — 2007
Criminal Justice and Corrections
Cortez Peters Business College 1980 — 1982
Associate of Arts and Sciences (AAS), Business Administration, Management and Operations
Ray Pollard's Prudential Financial Experience September 1982 - December 2002
Job Retired Financial Services Representative
Industry Financial Services
Experience
Northwestern Mutual December 2003 - June 2004
Prudential Financial September 1982 - December 2002
Kimberly-Clark December 1975 - September 1982
Education
University of Tennessee-Knoxville 1973 — 1975
B.A., MBA, Economics
College for Financial Planning 1995 — 1998
CFP, Financial Planning
The American College 1985 — 1987
CLU, ChFC
Northwestern Mutual December 2003 - June 2004
Prudential Financial September 1982 - December 2002
Kimberly-Clark December 1975 - September 1982
Education
University of Tennessee-Knoxville 1973 — 1975
B.A., MBA, Economics
College for Financial Planning 1995 — 1998
CFP, Financial Planning
The American College 1985 — 1987
CLU, ChFC
Heather Rotondo's Prudential Financial Experience 1998 - 2004
Job Product & Marketing Analyst
Industry Insurance
Experience
KAI Advantage Auto April 2010 - Present
Kingsway America July 2009 - April 2010
Kingsway America September 2008 - July 2009
Kingsway America March 2008 - September 2008
Kingsway America January 2005 - March 2008
Liberty Mutual (formally Prudential Financial) December 2001 - November 2004
Prudential Financial 1998 - 2004
Prudential Financial 1998 - 2004
Prudential Financial November 1999 - December 2001
Prudential Financial July 1998 - November 1999
Education
College of DuPage 1993 — 1996
Associates of Art, General
KAI Advantage Auto April 2010 - Present
Kingsway America July 2009 - April 2010
Kingsway America September 2008 - July 2009
Kingsway America March 2008 - September 2008
Kingsway America January 2005 - March 2008
Liberty Mutual (formally Prudential Financial) December 2001 - November 2004
Prudential Financial 1998 - 2004
Prudential Financial 1998 - 2004
Prudential Financial November 1999 - December 2001
Prudential Financial July 1998 - November 1999
Education
College of DuPage 1993 — 1996
Associates of Art, General
Swen Harrington's Prudential Financial Experience August 2009 - March 2010
Job Regional Consultant
Industry Financial Services
Experience
Goldman Sachs October 2014 - Present
ProShare Advisors, LLC June 2012 - September 2014
Laidlaw & Company April 2010 - June 2012
Prudential Financial August 2009 - March 2010
Skills
Series 7
Education
College of Charleston
Business Administration, Finance, Economics
Management Center Innsbruck
Management, Law
Goldman Sachs October 2014 - Present
ProShare Advisors, LLC June 2012 - September 2014
Laidlaw & Company April 2010 - June 2012
Prudential Financial August 2009 - March 2010
Skills
Series 7
Education
College of Charleston
Business Administration, Finance, Economics
Management Center Innsbruck
Management, Law
Clarence Jones's Prudential Financial Experience October 2006 - May 2010
Job Senior Life Underwriting Specialist
Industry Insurance
Experience
Nationwide Insurance April 2015 - Present
Transamerica May 2014 - April 2015
Protective Life September 2013 - March 2014
Ameriprise Financial Services, Inc. November 2012 - 2013
Univers Workplace Solutions August 2011 - November 2012
Clarence James Jones & Associates 2010 - 2011
Prudential Financial October 2006 - May 2010
Allstate Financial 1998 - 2006
Zurich/Kemper Life Insurance Company 1986 - 1998
Skills
Health Insurance, Disability Insurance, Insurance, Long-term Care, Microsoft Excel, Life Insurance, Fixed Annuities, New Business Development, Underwriting, Employee Benefits, Term Life Insurance, Property & Casualty..., Small Business, General Insurance, Brokers, Reinsurance, Finance, Sales, Training, Universal Life, Whole Life
Education
College of Lake County 1982 — 1983
Medical assistant
Nationwide Insurance April 2015 - Present
Transamerica May 2014 - April 2015
Protective Life September 2013 - March 2014
Ameriprise Financial Services, Inc. November 2012 - 2013
Univers Workplace Solutions August 2011 - November 2012
Clarence James Jones & Associates 2010 - 2011
Prudential Financial October 2006 - May 2010
Allstate Financial 1998 - 2006
Zurich/Kemper Life Insurance Company 1986 - 1998
Skills
Health Insurance, Disability Insurance, Insurance, Long-term Care, Microsoft Excel, Life Insurance, Fixed Annuities, New Business Development, Underwriting, Employee Benefits, Term Life Insurance, Property & Casualty..., Small Business, General Insurance, Brokers, Reinsurance, Finance, Sales, Training, Universal Life, Whole Life
Education
College of Lake County 1982 — 1983
Medical assistant
Timothy Kastrinelis's Prudential Financial Experience 1997 - 2004
Job Senior Vice President, Distribution Partnerships at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual 2006 - Present
Principal Financial Group 2004 - 2006
Prudential Financial 1997 - 2004
Canada Life 1996 - 1997
Prudential Insurance 1994 - 1996
Confederation Life 1987 - 1994
Skills
Employee Benefits, Benefits, Group Benefits, FMLA, Disability Insurance, Life Insurance, Integrated Disability..., Health Insurance, Disabilities, Insurance, Claim, Underwriting, Workers Compensation, Brokers, Term Life Insurance, Health Savings Accounts, Risk Management, Long-term Care, Accident, Sales, Benefits Administration, Leadership, Strategic Planning, Management
Education
Colby College 1982 — 1986
BA, Political Science
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual 2006 - Present
Principal Financial Group 2004 - 2006
Prudential Financial 1997 - 2004
Canada Life 1996 - 1997
Prudential Insurance 1994 - 1996
Confederation Life 1987 - 1994
Skills
Employee Benefits, Benefits, Group Benefits, FMLA, Disability Insurance, Life Insurance, Integrated Disability..., Health Insurance, Disabilities, Insurance, Claim, Underwriting, Workers Compensation, Brokers, Term Life Insurance, Health Savings Accounts, Risk Management, Long-term Care, Accident, Sales, Benefits Administration, Leadership, Strategic Planning, Management
Education
Colby College 1982 — 1986
BA, Political Science
Alicia Herron's Prudential Financial Experience July 1995 - August 2001
Job EAP teacher. (Gifted Specialist)
Industry Primary/Secondary Education
Experience
Northshore School District July 2015 - Present
Deer Valley Unified School District August 2004 - Present
Deer Valley Unified School District June 2013 - October 2013
Deer Valley Unified School District August 2012 - May 2013
Deer Valley Unified School District August 2009 - August 2012
Deer Valley Unified School District January 2004 - August 2009
Prudential Financial July 1995 - August 2001
Skills
Staff Development, Teaching, Differentiated..., Elementary Education, Lesson Planning, K-12, Curriculum Development, Curriculum Design, Educational Leadership, Educational Technology, Teacher Training, Gifted Education, Mathematics Education, Coaching, Classroom, Classroom Management, Data Analysis, Instructional Technology, Language Arts, Leadership, Literacy, Strategy, Tutoring
Education
Arizona State University West 2002 — 2004
Certificate in Elementary Ed, Elementary Education
University of Phoenix 1998 — 2000
MBA, Business Administration
Cleveland State University 1987 — 1992
BA, Speech and Hearing
Northshore School District July 2015 - Present
Deer Valley Unified School District August 2004 - Present
Deer Valley Unified School District June 2013 - October 2013
Deer Valley Unified School District August 2012 - May 2013
Deer Valley Unified School District August 2009 - August 2012
Deer Valley Unified School District January 2004 - August 2009
Prudential Financial July 1995 - August 2001
Skills
Staff Development, Teaching, Differentiated..., Elementary Education, Lesson Planning, K-12, Curriculum Development, Curriculum Design, Educational Leadership, Educational Technology, Teacher Training, Gifted Education, Mathematics Education, Coaching, Classroom, Classroom Management, Data Analysis, Instructional Technology, Language Arts, Leadership, Literacy, Strategy, Tutoring
Education
Arizona State University West 2002 — 2004
Certificate in Elementary Ed, Elementary Education
University of Phoenix 1998 — 2000
MBA, Business Administration
Cleveland State University 1987 — 1992
BA, Speech and Hearing
Robbin Neville's Prudential Financial Experience 1992 - 2004
Job RN, BSN
Industry Health, Wellness and Fitness
Experience
Advocate Illinois Masonic Medical Center August 2015 - Present
Arthur J. Gallagher and Co. February 2009 - April 2011
Liberty Mutual Insurance June 2006 - February 2009
Prudential Financial 1992 - 2004
Skills
Licensed Practical Nurse, Insurance, Health Insurance, Nursing, Workers Compensation, Underwriting, Risk Management, Liability, Leadership, Customer Service, Property & Casualty..., Claim, Claims Management, Employee Benefits, Legal Liability, Long-term Care, Sales
Education
Olivet Nazarene University 2013 — 2015
Bachelor of Science in Nursing, Registered Nursing/Registered Nurse
College of DuPage
Nursing
Advocate Illinois Masonic Medical Center August 2015 - Present
Arthur J. Gallagher and Co. February 2009 - April 2011
Liberty Mutual Insurance June 2006 - February 2009
Prudential Financial 1992 - 2004
Skills
Licensed Practical Nurse, Insurance, Health Insurance, Nursing, Workers Compensation, Underwriting, Risk Management, Liability, Leadership, Customer Service, Property & Casualty..., Claim, Claims Management, Employee Benefits, Legal Liability, Long-term Care, Sales
Education
Olivet Nazarene University 2013 — 2015
Bachelor of Science in Nursing, Registered Nursing/Registered Nurse
College of DuPage
Nursing
Catherine Liston's Prudential Financial Experience January 2013 - Present
Job Chief Operating Officer, Disability Claims at Prudential Financial
Industry Insurance
Experience
Prudential Financial January 2013 - Present
Spurwink Services 2009 - 2013
Aetna 2003 - December 2012
Drummond Woodsum 2001 - 2003
Unum 1980 - 2000
Skills
Disability Insurance, Group Benefits, Employee Benefits, Non-profits, Insurance, Claim, Claims Management, Underwriting, Strategic Planning, Risk Management, Financial Services, Process Improvement
Education
Colby College 1976 — 1980
BA, Mathematics
Prudential Financial January 2013 - Present
Spurwink Services 2009 - 2013
Aetna 2003 - December 2012
Drummond Woodsum 2001 - 2003
Unum 1980 - 2000
Skills
Disability Insurance, Group Benefits, Employee Benefits, Non-profits, Insurance, Claim, Claims Management, Underwriting, Strategic Planning, Risk Management, Financial Services, Process Improvement
Education
Colby College 1976 — 1980
BA, Mathematics
Matt Shafman's Prudential Financial Experience March 2011 - October 2011
Job Cofounder/CEO at SaveSocial
Industry Financial Services
Experience
SaveSocial August 2014 - Present
PricewaterhouseCoopers October 2011 - October 2012
Prudential Financial March 2011 - October 2011
US Dept of Treasury Executive Office of Asset Forfeiture February 2009 - May 2009
Skills
Analysis, Business Strategy, Leadership, Strategic Planning, Marketing Strategy, Data Analysis, Research, Investments, Equity Research
Education
Colgate University 2006 — 2010
BA, Political Science, Philosophy
CFA Insitute
SaveSocial August 2014 - Present
PricewaterhouseCoopers October 2011 - October 2012
Prudential Financial March 2011 - October 2011
US Dept of Treasury Executive Office of Asset Forfeiture February 2009 - May 2009
Skills
Analysis, Business Strategy, Leadership, Strategic Planning, Marketing Strategy, Data Analysis, Research, Investments, Equity Research
Education
Colgate University 2006 — 2010
BA, Political Science, Philosophy
CFA Insitute
Elena Haas's Prudential Financial Experience 1998 - 2003
Job Project Manager at Comcast Business Services
Industry Telecommunications
Experience
Provena Life Connections 2005 - 2011
FTD, Inc. 2003 - 2005
West Suburban Community Pantry 2003 - 2004
Prudential Financial 1998 - 2003
Prudential Financial 1983 - 2003
Skills
Team Building, Vendor Management, Customer Service, Leadership, Process Improvement, Business Analysis, Strategic Planning, Team Leadership, Healthcare, Insurance, Sales Operations, Project Planning, Budgets, Coaching, Microsoft Office, Project Management, Operations Management, Program Management, Fundraising, Organizational..., Networking, Leadership Development, Contract Negotiation, Public Speaking, CRM, Training, Change Management, Sales, Account Management, Analysis, Management, Cross-functional Team..., Strategy, Access
Education
College of DuPage
Associate's
Loyola University of Chicago
Bachelor's
Loyola University of Chicago
Master's
Provena Life Connections 2005 - 2011
FTD, Inc. 2003 - 2005
West Suburban Community Pantry 2003 - 2004
Prudential Financial 1998 - 2003
Prudential Financial 1983 - 2003
Skills
Team Building, Vendor Management, Customer Service, Leadership, Process Improvement, Business Analysis, Strategic Planning, Team Leadership, Healthcare, Insurance, Sales Operations, Project Planning, Budgets, Coaching, Microsoft Office, Project Management, Operations Management, Program Management, Fundraising, Organizational..., Networking, Leadership Development, Contract Negotiation, Public Speaking, CRM, Training, Change Management, Sales, Account Management, Analysis, Management, Cross-functional Team..., Strategy, Access
Education
College of DuPage
Associate's
Loyola University of Chicago
Bachelor's
Loyola University of Chicago
Master's
Tyler Eldredge's Prudential Financial Experience July 2007 - November 2008
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2011 - Present
Prudential Financial July 2007 - November 2008
Skills
Wealth Management, Retirement Planning, Series 7, Series 63, Mutual Funds, Variable Annuities, Retirement, Long-term Care
Education
Colgate University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Barnstable High School 1997 — 2001
Morgan Stanley Smith Barney January 2011 - Present
Prudential Financial July 2007 - November 2008
Skills
Wealth Management, Retirement Planning, Series 7, Series 63, Mutual Funds, Variable Annuities, Retirement, Long-term Care
Education
Colgate University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Barnstable High School 1997 — 2001
Lorrie Walker's Prudential Financial Experience January 1998 - November 2001
Job Life and Health Account Manager at Mavco Insurance Agency
Industry Insurance
Experience
Mavco Insurance Agency November 2001 - Present
Prudential Financial January 1998 - November 2001
Skills
Underwriting, Insurance, Team Building, New Business Development, Negotiation, Management, Leadership, Mergers & Acquisitions, Property & Casualty..., Commercial Insurance, General Insurance, Health Insurance, Brokers
Education
Lockport Township High School 1987 — 1991
College of DuPage
Mavco Insurance Agency November 2001 - Present
Prudential Financial January 1998 - November 2001
Skills
Underwriting, Insurance, Team Building, New Business Development, Negotiation, Management, Leadership, Mergers & Acquisitions, Property & Casualty..., Commercial Insurance, General Insurance, Health Insurance, Brokers
Education
Lockport Township High School 1987 — 1991
College of DuPage
Archana Prasad's Prudential Financial Experience March 1999 - June 2001
Job Business Analyst
Industry Information Technology and Services
Experience
Nationwide Children’s Hospital August 2012 - October 2012
Verizon Wireless January 2009 - October 2009
Alltel Wireless March 2006 - January 2009
Alltel Wireless March 2006 - January 2009
Verizon Wireless & Alltel 2006 - 2009
Aon Hewitt June 2005 - January 2006
Prudential Financial March 1999 - June 2001
Saint Barnabas Medical Center September 1997 - March 1999
NASA Lewis Research Center August 1994 - September 1997
Skills
Business Analysis, IT Project management, IT analyst and Project..., Lead tester, Creation and..., SQL*Plus, Business Objects
Education
Cleveland State University 1989 — 1994
Bachelors degree, Political Science and Government
Cleveland State University
B.A, Political Science
Columbus State Community College
Nationwide Children’s Hospital August 2012 - October 2012
Verizon Wireless January 2009 - October 2009
Alltel Wireless March 2006 - January 2009
Alltel Wireless March 2006 - January 2009
Verizon Wireless & Alltel 2006 - 2009
Aon Hewitt June 2005 - January 2006
Prudential Financial March 1999 - June 2001
Saint Barnabas Medical Center September 1997 - March 1999
NASA Lewis Research Center August 1994 - September 1997
Skills
Business Analysis, IT Project management, IT analyst and Project..., Lead tester, Creation and..., SQL*Plus, Business Objects
Education
Cleveland State University 1989 — 1994
Bachelors degree, Political Science and Government
Cleveland State University
B.A, Political Science
Columbus State Community College
Jeff Isaacs's Prudential Financial Experience November 1997 - July 2010
Job
Industry Law Practice
Experience
Goldman Sachs August 2010 - Present
Prudential Financial November 1997 - July 2010
Sonnenschein, Nath & Rosenthal September 1992 - November 1997
Morgan, Lewis & Bockius LLP August 1988 - September 1992
Education
Columbia University in the City of New York 1985 — 1988
Doctor of Law (J.D.), Law
Colgate University 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government
Goldman Sachs August 2010 - Present
Prudential Financial November 1997 - July 2010
Sonnenschein, Nath & Rosenthal September 1992 - November 1997
Morgan, Lewis & Bockius LLP August 1988 - September 1992
Education
Columbia University in the City of New York 1985 — 1988
Doctor of Law (J.D.), Law
Colgate University 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government
Scott Garley's Prudential Financial Experience December 2013 - Present
Job
Industry Financial Services
Experience
Prudential Financial December 2013 - Present
Winged Keel Group June 2012 - August 2012
Global Liquidity Partners June 2011 - August 2011
Skills
Investments, Equities, Microsoft Excel, Finance, Accounting, Financial Analysis, Equity Trading, Economics, Financial Markets, Fixed Income, Financial Reporting, BlackRock Aladdin
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), International Relations
Christian Brothers Academy 2005 — 2009
High School Diploma
Prudential Financial December 2013 - Present
Winged Keel Group June 2012 - August 2012
Global Liquidity Partners June 2011 - August 2011
Skills
Investments, Equities, Microsoft Excel, Finance, Accounting, Financial Analysis, Equity Trading, Economics, Financial Markets, Fixed Income, Financial Reporting, BlackRock Aladdin
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), International Relations
Christian Brothers Academy 2005 — 2009
High School Diploma
Paul Bordewyk's Prudential Financial Experience December 2009 - Present
Job Senior Client Service Specialist at Prudential Financial
Industry Insurance
Geordan Miller's Prudential Financial Experience October 2014 - Present
Job Graduate Assistant, Coastal Carolina University
Industry Financial Services
Experience
Prudential Financial October 2014 - Present
Coastal Carolina University September 2014 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, Data Analysis, Outlook
Education
Coastal Carolina University 2011 — 2015
Bachelor of Science (BS), Finance, General
Prudential Financial October 2014 - Present
Coastal Carolina University September 2014 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, Data Analysis, Outlook
Education
Coastal Carolina University 2011 — 2015
Bachelor of Science (BS), Finance, General
Jared Schulte's Prudential Financial Experience June 2015 - Present
Job Financial Professional Associate Prudential
Industry Financial Services
Experience
Prudential Financial June 2015 - Present
Blackbaud May 2014 - May 2015
Chick-fil-A May 2012 - August 2012
Mount Pleasant Recreation Department May 2012 - June 2012
Skills
Interpersonal Skill, Written & Verbal..., Data Analysis, Microsoft Office, Technical Knowledge &..., Math Oriented, Work Well Under Pressure, Meet Deadlines
Education
Clemson University - College of Business and Behavioral Science 2011 — 2015
B.S. Financial Management, B.S. Financial Management (minor in Accounting)
Wando High School 2007 — 2011
Prudential Financial June 2015 - Present
Blackbaud May 2014 - May 2015
Chick-fil-A May 2012 - August 2012
Mount Pleasant Recreation Department May 2012 - June 2012
Skills
Interpersonal Skill, Written & Verbal..., Data Analysis, Microsoft Office, Technical Knowledge &..., Math Oriented, Work Well Under Pressure, Meet Deadlines
Education
Clemson University - College of Business and Behavioral Science 2011 — 2015
B.S. Financial Management, B.S. Financial Management (minor in Accounting)
Wando High School 2007 — 2011
Gary Bigg's Prudential Financial Experience 1999 - 2003
Job economist
Industry Financial Services
Experience
Self-employed July 2013 - Present
Merrill Lynch 2009 - 2012
Bank of America 2003 - 2009
Berkeley College 2003 - 2007
Prudential Financial 1999 - 2003
Prudential Financial 1985 - 1999
Prudential Financial 1978 - 1985
Skills
Econometrics, Financial Modeling, Economics, Country Risk Analysis, Data Analysis, Statistical Modeling, Communications, Statistical Data..., Corporate Finance, Finance, Valuation, Banking
Education
New York University 1988 — 1991
Economics
Rutgers Business School 1978 — 1982
Master of Business Administration (M.B.A.), Quantitative Analysis and Finance
Western Illinois University 1972 — 1975
Master's Degree, Mathematics
Coe College 1968 — 1972
Bachelor's Degree, Mathematics and Economics
Self-employed July 2013 - Present
Merrill Lynch 2009 - 2012
Bank of America 2003 - 2009
Berkeley College 2003 - 2007
Prudential Financial 1999 - 2003
Prudential Financial 1985 - 1999
Prudential Financial 1978 - 1985
Skills
Econometrics, Financial Modeling, Economics, Country Risk Analysis, Data Analysis, Statistical Modeling, Communications, Statistical Data..., Corporate Finance, Finance, Valuation, Banking
Education
New York University 1988 — 1991
Economics
Rutgers Business School 1978 — 1982
Master of Business Administration (M.B.A.), Quantitative Analysis and Finance
Western Illinois University 1972 — 1975
Master's Degree, Mathematics
Coe College 1968 — 1972
Bachelor's Degree, Mathematics and Economics
State Farm Insurance
Allstate
State Farm
farmers insurance
Aflac
CIGNA
GEICO
American Family Insurance