Prudential Financial
Industry: Insurance company
DescriptionPrudential Financial, Inc. is an American Fortune Global 500 and Fortune 500 company whose subsidiaries provide insurance, investment management, and other financial products and services to both retail and institutional customers throughout the United States and in over 30 other countries. Headquarters: Newark, New Jersey, United States CEO: Charles F. Lowrey (Dec 1, 2018–) Revenue: 59.69 billion USD (2017) Subsidiaries: PGIM, Gibraltar BSN, PFI Mega Life Insurance,
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16,065 Prudential Financial employees in database. Find out everything there's to know about Prudential Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Prudential Financial Employees
Prudential Financial May 2011 - April 2015
MassMutual Financial Group December 2009 - April 2011
MassMutual Financial Group June 2009 - December 2009
MassMutual Financial Group May 2006 - June 2009
MassMutual Financial Group 2000 - 2006
Travelers Insurance 1998 - 2000
Skills
Marketing Communications, Marketing, Direct Marketing, Account Management, Marketing Strategy, Integrated Marketing, Insurance, Email Marketing, Social Media Marketing, Advertising, CRM, Digital Marketing, Online Advertising, Disability Insurance, Salesforce.com, Project Planning, Digital Printing, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, People Skills, Vendor Relationships, Offset Printing, Software Project..., Teamwork, Multilingual, Multi Tasking, Web Content Management, Project Management, Bilingual Communications, Vendor Relations, Multimedia Marketing..., B2B, B2C Marketing
Education
Boston University (MMFG) 2002 — 2011
Project Management
University of Hartford 2001 — 2006
BS, Marketing/Advertising
The University of Connecticut School of Business 1999 — 1999
Certificate, Legal Assistant/Paralegal
UTMB Health November 2011 - Present
UMass Medical School June 2009 - August 2011
Cincinnati Children's Hospital Medical Center October 2004 - May 2009
Cobb County Schools August 2001 - September 2004
BellSouth Corp. & Cingular Wireless January 1999 - August 2001
Emory Healthcare December 1997 - December 1998
Prudential Financial December 1991 - December 1997
Skills
Talent Management, Employee Relations, Talent Acquisition, Strategic Planning, Program Development, Customer Service, Call Centers, Hiring, Recruiting, Time Management, Operations Management, Resume Writing, Performance Management, SPHR, Business Strategy, Internet Recruiting, Project Planning, Onboarding, Internal Communications, Policy, Cross-functional Team..., Management, HRIS, Healthcare, Applicant Tracking..., Performance Improvement, Business Analysis, Public Speaking, Nonprofits, Program Management, Analysis, Compensation & Benefit, Administrative..., HR Consulting, Human Resources, Leadership, Executive Search, Employment Law, Insurance, Contract Management, Organizational..., Job Analysis, Contract Negotiation, Job Descriptions, Security, Finance, CRM, Mergers & Acquisitions, Business Development, Personnel Management
Education
The University of Georgia 1996 — 2000
EdD, Adult and Continuing Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1987
MBA, Management
University of Georgia - Terry College of Business 1982 — 1985
BBA, Marketing
Commercial Displayers Inc April 2015 - Present
Umpqua Bank July 2013 - April 2015
JPMorgan Chase May 2012 - July 2013
DataSphere Technologies Inc. October 2011 - May 2012
American Polymers Corporation May 2010 - April 2011
Prudential Financial September 2009 - May 2010
MetLife January 2008 - June 2008
Skills
Customer Relations, Customer Service, Sales Management, Cold Calling, Financial Planning, Sales, Strategic Financial..., Management, Marketing, CRM, Marketing Strategy, Account Management, Microsoft Excel, Training, Banking, PowerPoint, Leadership, Selling, Social Media, Social Media Marketing, Finance
Education
The University of Akron 2001 — 2009
Bachelor of Science, International Business
Prudential Financial August 2014 - Present
1230th Transportation Company May 2013 - Present
The University of Georgia Army Reserve Officer Training Corps August 2012 - May 2013
The University of Georgia Army Reserve Officer Training Corps August 2011 - May 2013
Army National Guard February 2009 - May 2013
Georgia Army National Guard February 2009 - May 2013
Sonic Drive-In August 2008 - August 2010
Perry Tae Kwon Do July 2001 - August 2006
Skills
Program Management, Sales Management, Inventory Management, Team Building, Military, Army, Supply, Accountability, Logistics, Security Clearance, Tactics, Mission, Customer Service, Military Operations, Leadership, Training, Project Planning, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Office
Education
The University of Georgia 2011 — 2013
Bachelor of Arts and Sciences, History
Gainesville State College 2008 — 2011
Core Curriculum, History
Army Logistics University
Fidelity Investments 2012 - Present
PIMCO 2009 - 2010
BlackRock 2006 - 2008
State Street 2004 - 2006
J.P. Morgan Asset Management 2002 - 2004
Goldman Sachs 1998 - 2001
Prudential Financial 1994 - 1997
Skills
Investments, Asset Management, Mutual Funds, Equities, Portfolio Management, Alternative Investments, Financial Services, Fixed Income, Capital Markets, Hedge Funds
Education
New York University - Leonard N. Stern School of Business
Doctor of Philosophy (PhD), Finance & Asset Management
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance, Asset Management & Alternative Investments
Washington and Lee University
Bachelor's degree, Econometrics and Quantitative Economics
ASPCA April 2015 - Present
Prudential Financial June 2014 - April 2015
Henkel December 2013 - May 2014
UConn School of Business Career Center September 2013 - May 2014
UConn School of Business Career Center August 2012 - May 2014
Kohl's Department Stores May 2013 - August 2013
Kohl's Department Stores September 2012 - May 2013
Kohl's Department Stores May 2012 - August 2012
Skills
Access, Customer Service, Management, Sales
Education
The University of Connecticut School of Business 2010 — 2014
Bachelor of Science (B.S.), Marketing, 3.40
Clemens, Korhn, Liming & Warncke, LTD. August 2015 - Present
Ohio House of Representatives January 2015 - Present
Henry County Community Improvement Corporation January 2013 - December 2014
Leatherman & Witzler February 2012 - January 2013
Hyre Legal Group, LP November 2010 - December 2011
Shindler, Neff, Holmes, Schlageter & Mohler, LLP May 2009 - June 2010
Prudential Financial June 2006 - June 2007
Sigma Chi Fraternity 2005 - 2007
Skills
Litigation, Legal Research, Estate Planning, Legal Writing, Commercial Litigation, Civil Litigation, Real Estate, Legal Assistance, Contract Negotiation, Economic Development
Education
University of Toledo College of Law 2007 — 2010
J.D.
The Ohio State University Fisher College of Business 2003 — 2007
Bachelor of Science in Business Administration, Finance
Waterford Hotel Group October 2007 - Present
Prudential Financial October 2011 - December 2011
Pratt & Whitney June 2011 - September 2011
Prudential Financial October 2010 - April 2011
The Hartford Business Journal March 2009 - May 2009
Tecton Architects September 2006 - June 2007
Skills
Management, Marketing, Social Media, Public Speaking, Leadership, Customer Service, Sales, Microsoft Excel, Event Management, Microsoft Office, Analysis, Social Networking, Program Management, Team Leadership, Event Planning
Education
The University of Connecticut School of Business 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Capital Community College 2007 — 2010
Associate's Degree in Business Management, Business and Technology
Abercrombie & Fitch May 2015 - Present
ATG April 2014 - May 2015
Prudential Financial December 2013 - April 2014
Oakwood Management Company May 2013 - April 2014
Inn-Town Homes and Apartments August 2012 - March 2014
Cameron Mitchell Restaurants May 2011 - December 2013
Abercrombie & Fitch February 2007 - April 2008
Skills
Marketing, Customer Service, Social Networking, Social Media Marketing, Microsoft Office, Property Management, Social Media, Facebook, Sales, Apartments, Leases, Lease Administration, Microsoft Excel, Rentals, Microsoft Word, Retail, Event Planning, PowerPoint, Budgets, Management
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor of Science (B.S.), Marketing
USAA August 2009 - Present
USAA October 2008 - August 2009
USAA June 2006 - October 2008
N-Side Solutions February 2006 - June 2006
Liberty Mutual November 2003 - February 2006
Prudential Financial November 1997 - November 2003
Hallmark Cards May 1992 - May 1996
Skills
Project Management, Sales Management, People Development, Leadership, Financial Services, Insurance, Vendor Management, Risk Management, Process Improvement, Underwriting, Coaching, Performance Management, Team Building, Human Resources, Sales, Management, Mortgage Lending, Program Management, Call Centers, Training, Analysis, Business Analysis, Strategic Planning, Business Development, Mergers & Acquisitions, Banking, Strategy, Sales Operations, Executive Management, Customer Service, Business Process, Customer Retention, Business Process..., Data Analysis, Lead Generation, Strategic Financial..., Change Management, Enterprise Software, Cross-functional Team..., Investments, CRM, Operations Management, Customer Experience, Time Management, Business Planning
Education
University of Phoenix 2003 — 2005
MBA, Business Administration
The University of Kansas 1992 — 1996
Bachelor of Science, Journalism with an emphasis in Advertising
Shawnee Mission Northwest 1989 — 1992
Diploma
Prudential Financial July 2015 - Present
UConn Center for Career Development August 2013 - May 2015
Prudential Financial June 2014 - August 2014
UConn Center for Career Development January 2013 - August 2013
LensCrafters December 2011 - January 2013
The Children's Museum June 2010 - August 2011
Farmington Summer Suzuki Academy July 2008 - July 2011
Education
The University of Connecticut School of Business 2011 — 2015
Bachelor of Science in Business, Finance Major, Mathematics Minor, Magna Cum Laude, Honors Scholar
Gardiner Allen DeRoberts Insurance July 2009 - Present
Prudential Financial June 2008 - August 2008
Skills
Insurance, Property & Casualty..., Account Management, Public Speaking, Training, Strategic Planning, Customer Service, Team Building, Commercial Insurance, Professional Liability, Microsoft Excel, Microsoft Word, PowerPoint, Accounts Receivable, AMS360
Education
The Ohio State University Fisher College of Business 2005 — 2009
Bachelor of Science in Business Administration, Marketing
The Bogdahn Group January 2014 - Present
The Bogdahn Group September 2012 - Present
Mercer September 2007 - September 2012
Prudential Financial June 2003 - September 2007
CIGNA 2003 - 2004
Education
The University of Connecticut School of Business 2005 — 2011
MBA, Finance
University of Rhode Island 1990 — 1993
Bachelor of Arts, Economics
Wethersfield High School 1986 — 1989
Prudential Financial May 2014 - Present
MassMutual Financial Group June 2013 - August 2013
College Works Painting March 2012 - August 2012
Goodwin College June 2011 - August 2011
Skills
Financial Reporting, Marketing, Teamwork, Cold Calling, Financial Modeling, Forecasting, Financial Accounting, Account Management, Management, Team Leadership, Inventory Management, Social Media, Strategic Planning, Direct Sales, Customer Satisfaction, Competitive Analysis, Retail, Contract Negotiation, Business Development, Data Analysis, Analysis, Negotiation, Pricing, Market Research, Business Planning
Education
The University of Connecticut School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Univeristy of Connecticut 2010 — 2014
Bachelor of Arts (BA), Anthropology (Minor)
PNC February 2005 - Present
Prudential Financial May 2004 - February 2005
Western & Southern Financial Group June 2000 - May 2004
Skills
Leadership, Management, Sales Management, Sales, Finance, Banking, Team Building, Financial Services
Education
Graduate School of Retail Banking (GSRB) 2014 — 2016
Tiffin University 2006 — 2009
Master of Business Administration (MBA), Organizational Leadership, 3.78
The University of Akron 1998 — 2000
Bachelor's degree, Finance, General
Prudential Financial June 2015 - Present
University of Connecticut August 2014 - Present
Electric Boat June 2012 - July 2014
Electric Boat October 2009 - June 2012
Walgreens June 2008 - October 2009
Vector May 2007 - September 2007
Skills
Financial Analysis, Financial Modeling, Forecasting, Analysis, Leadership, Financial Reporting, Real Estate, Management, Visual Basic, Investment Properties, Microsoft Excel, PowerPoint, Market Analysis, Forcasting, Capital Budgeting, Financial Audits, Access, Microsoft Word, Finance, Microsoft Office, Team Management, Data Analysis, Customer Service, Project Management, Marketing, Process Improvement
Education
The University of Connecticut School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Real Estate & Strategy
The University of Connecticut 2005 — 2009
Bachelor's Degree, Finance
Woodland Regional High School 2001 — 2005
GED
Sol Systems LLC November 2014 - Present
EIG Global Energy Partners 2008 - 2014
Arcapita Bank B.S.C.(c) 2006 - 2008
GE Energy Financial Services 2003 - 2006
Duke Capital Parnters 2000 - 2003
Bank of America 1994 - 2000
J.P. Morgan Chase (FKA The First National Bank of Chicago) 1989 - 1994
Prudential Financial 1986 - 1989
The LINC Group, LLC 1983 - 1986
Ernst & Young (FKA Ernst & Whinney) 1980 - 1983
Skills
Investment Management, Asset Management, Structured Finance, Project Finance, Private Equity, Credit Risk and Analysis, Portfolio Management, Renewable Energy, Power Generation, Mergers & Acquisitions, Energy, Pipelines, Natural Gas, LNG, International Business, Negotiation, Due Diligence, Corporate Finance, Investments
Education
The University of Chicago Booth School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance and Marketing
University of Illinois at Urbana-Champaign 1976 — 1980
Bachelor of Science (B.S.), Accounting
Town and Country Real Estate 2012 - Present
Raymond James & Associates, Inc 1999 - April 2012
Prudential Financial 1996 - 1999
Chase 1993 - 1996
Cowen and Company June 1987 - September 1993
Kidder Peabody 1982 - 1986
Skills
Series 7, Series 63, Hedge Funds, Alternative Investments, Equities, Fixed Income, Capital Markets, Investments, Bloomberg, Securities, High Yield, Real Estate
Education
The University of Georgia 1975 — 1979
BS, Math/Science Education
St. Pius X High School 1971 — 1975
Prudential Financial January 2015 - Present
Prudential Financial 2006 - December 2014
Prudential Fixed Income 2002 - 2006
Prudential Fixed Income 1999 - 2002
Prudential Fixed Income June 1995 - June 1999
Prudential Capital Group September 1991 - June 1995
Skills
Sales Management, Consultant Relations, Portfolio Management, Financial restructuring..., Private debt and equity...
Education
University of Chicago Graduate School of Business 1981 — 1983
MBA, Finance
University of Pennsylvania 1975 — 1979
Bachelor of Arts (BA), Economics and Psychology
Farmers Insurance April 2007 - Present
Prudential Financial 1999 - 2007
Skills
Annuities, Series 6, Term Life Insurance, Seris 63, Series 26, Variable Life, Mutual Funds, Fixed Annuities, Life Insurance, FINRA, Long-term Care, Disability Insurance, Series 63, IRAs, General Insurance, Retirement, Whole Life, Property & Casualty..., Universal Life, Health Insurance, Insurance
Education
University of Minnesota-Twin Cities 1989 — 1994
Bachelor of Arts (BA), Criminology
The University of Georgia 1992 — 1993
Wesco October 2014 - Present
Acuity Brands May 2014 - October 2014
Gexpro August 2012 - May 2014
Gexpro September 2005 - July 2012
Siemens Energy & Automation May 2002 - September 2005
GE 1999 - 2003
Prudential Financial 1998 - 1999
Skills
Solar, Energy Management, Energy, Six Sigma, New Business Development, Sales Management, Photovoltaics, Marketing Strategy, Strategic Planning, Lighting Control, Electrical, Lighting, Solar Energy, Electricians, Energy Efficiency, Contract Management, Leadership, Team Leadership, Contract Negotiation, Energy Conservation, Operations Management, Engineering, Account Management, Strategic Consulting, Management Consulting, Logistics, Sales, P
Education
The University of Chicago - Booth School of Business 2010 — 2011
University of Colorado Boulder 1993 — 1997
BA, Spanish
Rocky Mtn HS
UnitedHealth Group March 2014 - Present
UnitedHealth Group June 2013 - March 2014
UnitedHealth Group December 2008 - June 2013
Prudential Financial July 2006 - September 2008
Metropolitan Life Insurance Company January 2004 - July 2006
Citicards March 2002 - January 2004
Citibank September 2000 - March 2002
BrandDirect Marketing November 1997 - September 2000
General Electric July 1989 - November 1997
Skills
PMP, WebEx, Program Management, MS Project, Cross-functional Team..., Six Sigma, Microsoft Office, Project Management, Management, Process Improvement, Leadership, Business Process..., Vendor Management, Analysis, Business Analysis, Strategic Planning, Strategy, SDLC, Visio, CRM, Marketing, Budgets, Sales, Project Planning, Team Leadership, Marketing Communications, Microsoft Project
Education
The University of Connecticut School of Business 1994 — 1996
MBA, Marketing & International Finance
The University of Connecticut School of Business 1986 — 1989
Bachelor of Science, Finance
Staples High School, Westport CT 1984 — 1985
High School Diploma
Wilton High School, Wilton CT 1982 — 1983
PM Study Class, Stamford
Prudential Financial June 2012 - Present
UBS June 2011 - June 2012
Skills
Investments, Analysis, Management, Data Analysis, Retirement, Strategy, Real Estate, Investment Management, Insurance, Negotiation, Outlook, Funding
Education
The University of Connecticut School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
University of Maryland College Park 2005 — 2009
Bachelor of Arts (BA)
Prudential Financial July 2015 - Present
Prudential Financial June 2013 - July 2015
University of Connecticut One Card Office August 2011 - May 2014
The Daily Campus September 2010 - May 2014
Skills
SPSS, Microsoft Word, Microsoft Excel, Microsoft Access, InDesign, Writing, Editing, AP Style, News Writing
Education
The University of Connecticut School of Business 2015 — 2018
Master of Business Administration (M.B.A.), Management, Marketing
The University of Connecticut School of Business 2010 — 2014
Bachelor of Science (BS), Marketing, Summa Cum Laude
University of Connecticut 2010 — 2014
Bachelor of Arts (BA), Enlgish, Magna Cum Laude
United States District Court District of Connecticut May 2015 - Present
SSC, Inc. March 2013 - May 2015
Prudential Financial 2013 - 2015
LEGO Group October 2012 - October 2013
Glastonbury Parks and Recreation July 2005 - September 2012
Glastonbury Police Department June 2011 - October 2011
Skills
Security, Corporate Security, Conflict Resolution, Cyber Investigation, Report Writing, First Aid, Private Investigations, Leadership, Computer Forensics, Forensic Analysis, Management, Training, Time Management, Surveillance, Criminal Justice
Education
The University of Connecticut School of Law 2014 — 2018
Law
University of New Haven 2008 — 2012
Bachelor of Science (B.S.), Criminal Justice/ International Security
Prudential Financial 2012 - Present
National Structured Settlements Trade Association 2009 - 2012
Prudential Financial 2005 - 2012
Anthem Blue Cross and Blue Shield of CT 1989 - 2002
Skills
Civil Litigation, Compliance, Commercial Litigation, Employment Law, Insurance Law, ERISA, Risk Management, Securities, FINRA, Insurance, Investments, Corporate Governance, Financial Services, Securities Regulation, Litigation Management, Due Diligence, Mutual Funds, Hedge Funds, Litigation, Document Review
Education
The University of Connecticut School of Law 1981 — 1984
J.D., Law
Pinnacle Insurance & Financial Services, LLC. December 2007 - Present
Estate Planning Concepts May 2003 - January 2008
Prudential Financial January 1991 - April 2003
Skills
Insurance, Retirement Planning, Underwriting, Fixed Annuities, Life Insurance, Retirement, Disability Insurance, Term Life Insurance, Long-term Care, Employee Benefits, Financial Advisory, Investment Advisory, Risk Management, Long Term Care Insurance, Financial Risk, Small Business, Asset Allocation, Investment Strategies, Relationship Management, Wealth Management, Portfolio Management, Mutual Funds, Property & Casualty..., Brokers, Whole Life, IRAs, Strategic Planning, Investments, 401k, Commercial Insurance, Medicare, Critical Illness, FINRA, Wealth Accumulation, Series 63, General Insurance, Financial Planners, Estate Planning, Universal Life, Strategic Financial..., Wealth, Workers Compensation, Series 7, Health Insurance, Securities, Accident, Financial Services, Pensions
Education
The University of Akron 1980 — 1985
Bachelor of Science, Engineering
Smashwords.com August 2013 - Present
Get THAT Job April 1999 - Present
Freelance April 1999 - January 2013
City of Jacksonville Florida May 2011 - July 2011
First Union National Bank July 1998 - April 1999
Barnett Bank June 1997 - July 1998
Merrill Lynch August 1995 - June 1997
Prudential Financial March 1969 - December 1991
U. S. Army - Army Security Agency - Special Projects Unit June 1957 - June 1960
Skills
Business Analysis, Software Project..., Systems Analysis, Access, Microsoft Office, Word, Problem Solving, Customer Service, Excel, PowerPoint, MS Project, Creative Problem Solving, Interviewing, Writing, Public Speaking, Resume Writing, Training & Development, Microsoft Office 2007, COBOL, Visual Basic, C, Fortran, Basic, Marketing, Interviews, Team Building, Project Management, Published Author, Leadership Development, Management, Coaching, Supervisory Skills, Time Management, Team Leadership, Employee Benefits, Databases
Education
The University of Connecticut School of Business
MBA Courses, Business
University of Michigan
BA, Education, Mathematics, English
Prudential Financial March 2015 - Present
New York Life Insurance Company January 2011 - March 2015
MQ Capital October 2008 - December 2010
Cordis May 2004 - October 2008
Smith Barney March 2001 - April 2004
Merck 1999 - 2002
Coridis Cardiology May 1991 - June 1999
Johnson and Johnson Orthopedics January 1989 - April 1991
L.D. Caulk ( Dentsply International ) January 1986 - December 1988
Skills
Gifting Strategies, Investments, Multi-Generational..., Retirement Planning, Asset Protection, Wealth Preservation..., 401k Rollovers, Annuity Sales, Legacies, Small Business, Key Person Protection, Succession Planning
Education
The University of Kansas 1981 — 1985
BA, Business
University of Kansas 1981 — 1985
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Exel June 2014 - Present
Prudential Financial January 2013 - June 2014
The Ohio State University January 2012 - June 2012
Skills
PowerPoint, Facebook, Microsoft Office, Microsoft Excel, Social Media Marketing, Microsoft Word, Marketing, Public Speaking, Marketing Communications, Social Media, Event Planning, Research, SPSS, Photoshop, Social Networking, CRM, Marketing Strategy, Market Research
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
Bachelor's degree, Marketing
Prudential Financial June 2014 - September 2015
Aetna November 2002 - May 2014
Aetna 1999 - 2002
Prudential Financial August 1997 - July 1999
Prudential Financial August 1996 - September 1997
Prudential Financial August 1995 - August 1996
Prudential Financial August 1994 - August 1995
Los Angeles Free Clinic 1993 - 1994
AIDS Project Los Angeles 1991 - 1993
Skills
Healthcare Management, Customer Service, Leadership, System Administration, Coaching, Training, Staff Development, Team Building, Microsoft Office, Health Insurance, Instructional Design, Program Management, Business Process..., Recruiting, Access, PowerPoint, Data Analysis, Healthcare, Contract Negotiation, Operations Management, Performance Management, Business Analysis, Organizational..., Non-profits, Change Management, Project Management, Event Planning, Insurance, Vendor Management, Fundraising, Outlook, Community Outreach, Employee Relations, Clinical Research, Public Speaking, Employee Benefits, Microsoft Excel, Budgets, Managed Care, Employee Engagement, Leadership Development, Strategic Planning, Volunteer Management, Process Improvement, Gamification, Administration, Analysis, Nonprofits, Management, Strategy
Education
The University of British Columbia / UBC 1989 — 1991
Master of Arts
The University of British Columbia / UBC 1983 — 1987
Bachelor of Education
Prudential Financial January 2015 - Present
Prudential Financial June 2014 - January 2015
The Student Financial Planning Association December 2013 - May 2014
The General Beauregard May 2013 - May 2014
Rockstar Energy Drink January 2013 - December 2013
Skills
Marketing, E-commerce, Social Media Marketing, Marketing Strategy, Brand Management, Facebook, Sales, Social Media, Marketing Communications, Social Networking, Advertising, PowerPoint, Online Marketing, Email Marketing, Public Relations, Leadership, Microsoft Excel, Customer Service, Event Planning, Public Speaking
Education
The University of Georgia 2011 — 2015
Financial Planning, Finance and Financial Management Services
Daniel, Russell & Charles Co., LLC January 1995 - Present
Prudential Financial January 1992 - January 1994
Prudential Financial January 1990 - January 1992
Prudential Insurance January 1986 - October 1990
Skills
Business Planning, Management, Program Management, Investments, Risk Management, Analysis, Marketing, Start-ups, Entrepreneurship, Business Strategy, Strategic Planning, Management Consulting, Strategy, Business Development, Marketing Strategy, Small Business, Venture Capital, Leadership, New Business Development, Negotiation, Sales Management, Team Building, Social Media, Public Speaking, Competitive Analysis, Team Leadership, Coaching, Contract Negotiation, Budgets, Leadership Development, Sales, Market Research, Social Media Marketing, Financial Analysis, Account Management, Organizational..., Project Management, Process Improvement, Operations Management, Mergers, Healthcare, Due Diligence, Cross-functional Team..., Business Analysis, Product Management, Team Management, Online Advertising, Product Development, Change Management, Financial Modeling
Education
The University of Georgia
Enrolled, Business Administration
University of California, Los Angeles - The Anderson School of Management
Prudential Financial July 2015 - Present
John Hancock Financial Services May 2014 - August 2014
Education
The University of Connecticut 2011 — 2015
Bachelor's Degree, Major: Actuarial Science, Minor: Philosophy, 3.69/4.00
The University of Edinburgh 2014 — 2014
Study Abroad/Exchange Programme, 3.70/4.00
Brooklyn Technical High School 2007 — 2011
Brooklyn Technical High School Major Diploma with Advanced Regents Status, Mathematics
SK Solutions North America Inc. 2014 - Present
S&P Capital IQ 2010 - 2014
MWBE COALITION 2009 - 2010
TD Ameritrade Institutional 2009 - 2009
TIAA-CREF 2003 - 2008
Prudential Financial 1998 - 2003
Citibank 1995 - 1998
CONAGRA, 1994 - 1995
HEUBLEIN 1990 - 1994
Skills
Product Marketing, Cross-functional Team..., Strategy, Marketing, Strategic Partnerships, Marketing Communications, Budgets, Analytics, Leadership, Marketing Strategy, Product Development, Strategic Planning, Finance, Financial Services, Sales, Management, Mergers
Education
The University of Chicago - Booth School of Business
MBA, Marketing
Washington University in St. Louis
BA, Economics
Prudential Financial June 2014 - Present
Prudential October 2005 - June 2014
Prudential Financial August 2003 - October 2005
Prudential Financial November 2002 - August 2003
American Shores May 1998 - October 2002
Herip Design Associates June 1996 - May 1998
Skills
Direct Marketing, Direct Mail, Advertising, Integrated Marketing, Email Marketing, Database Marketing, Marketing, Interactive Marketing, Online Advertising, Digital Marketing, Branding & Identity, Digital Strategy, B2B Marketing, Brand Development, Online Marketing, Lead Generation, Strategy, Marketing Strategy, Management
Education
The University of Akron
Bachelors, Marketing, Graphic Design
Prudential Financial June 2015 - Present
Prudential Financial June 2014 - June 2014
Skills
Microsoft Office, Marketing, PowerPoint, Microsoft Word, Microsoft Excel, Data Analysis
Education
The University of Georgia 2013 — 2016
Bachelor's Degree, Finance and Risk Management and Insurance, Certificate of Actuarial Science, GPA: 3.82/4.00
Pep Promotions July 2015 - Present
Kraft Foods Group December 2013 - December 2014
The Coca-Cola Company September 2012 - June 2013
PepsiCo - Pepsi Beverages Company October 2011 - June 2012
The Ohio State University (Undergraduate Admissions First Year Experience) August 2010 - April 2011
Prudential Financial June 2009 - September 2009
Easter Seals Central and Southeast Ohio, Inc. March 2008 - September 2008
Skills
Fundraising, Recruiting, Marketing, Management, Facebook, Event Planning, Social Media, Social Media Marketing, Data Analysis, Market Research, Marketing Research, Marketing Communications, Public Relations, Leadership, Social Networking, Public Speaking, Sales Operations
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
BSBA, Marketing
The Ohio State University Fisher College of Business 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, Marketing
Prudential Financial July 2015 - Present
BlumShapiro August 2010 - May 2015
Northwestern Mutual Financial Network May 2009 - August 2009
The Siemon Company May 2008 - August 2008
Skills
Management Consulting, ERP Consulting, Security Analysis, Business Analysis, Financial Analysis, Financial Modeling, Consulting, Finance, CRM, Business Intelligence, Forecasting, Access, Financial Reporting, Business Process, Project Management, ERP, Internal Controls, Product Management, Business Strategy, Professional Services, Business Process...
Education
The University of Connecticut School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Finance
University of Connecticut 2006 — 2010
Bachelor of Science, Management
Prudential Financial January 2005 - Present
Exelon March 2003 - January 2005
U.S. Bank April 1999 - July 2000
Prudential Financial August 1997 - April 1999
Prudential Financial June 1993 - January 1997
Skills
Portfolio Management, Asset Allocation, Interest Rate Risk..., Asset/Liability..., Retirement Savings, Banking, Investment Strategies, Institutional..., Asset Management, Fixed Income, Investments
Education
The University of Chicago - Booth School of Business 2000 — 2002
Master of Business Administration (MBA), Finance, Economics
University of Wisconsin-Madison 1993 — 1997
Bachelor's degree, Mathematics
University of Chicago Graduate School of Business
Enterprise Rent-A-Car February 2014 - Present
American Marketing & Publishing, Llc October 2013 - February 2014
Station 43 April 2013 - November 2013
ASUREA July 2013 - October 2013
Prudential Financial January 2013 - July 2013
Ron Marhofer Auto Family November 2011 - October 2012
Boston Mills/ Brandywine ski resort December 2006 - December 2010
Skills
Cold Calling, Sales, Account Management, Customer Satisfaction, Customer Service, Marketing, Sales Management, Advertising, PowerPoint, Marketing Strategy, Microsoft Word, Microsoft Office, Microsoft Excel, Event Planning, Negotiation, Exceed Sales Goals, Public Speaking, Strategic Planning, Insurance, Leadership, Marketing Communications, Teamwork, Public Relations, Sales Presentations, Finance, Life Insurance, Investments, Critical Thinking, Sports, Management, Time Management, Outlook, Budgets, Leadership Development
Education
The University of Akron 2006 — 2012
Bachelor of Arts (B.A.), Business and Organizational Communications
Aurora High School 2002 — 2006
High School Diploma
Prudential Financial October 2009 - Present
Prudential Financial March 2000 - October 2009
Skills
Financial Services, SDLC, Process Improvement, CRM, Cross-functional Team..., Business Analysis, Vendor Management, Risk Management, Visio, IT Strategy, Business Requirements, Requirements Gathering, Program Management, Requirements Analysis, Business Intelligence, Software Project..., Business Process..., PMO, Business Process, PMP, Project Delivery
Education
The University of Connecticut School of Business
Prudential Financial December 2013 - Present
Ameriprise Financial Services, Inc. January 2008 - December 2013
ProVest Management Group, LLC January 2007 - December 2007
ProVest Management Group, LLC August 2004 - December 2006
Staffco June 1996 - April 2004
Skills
Retirement Planning, Investments, Retirement, Finance, Financial Services, Insurance, Estate Planning, Mutual Funds, Management, Financial Planning
Education
The University of Akron 1992 — 1996
BSChE, Chemical Engineering
Lorain Clearview High School 1990 — 1992
High School
Fredericktown High School 1988 — 1990
High School
Danville Local Schools, Ohio
Informa Investment Solutions July 2015 - Present
Morningstar December 2013 - July 2015
Morningstar Inc. September 2008 - November 2013
Morningstar October 2006 - August 2008
Morningstar May 2005 - September 2006
JPMorgan Chase & Co. May 2004 - April 2005
Prudential Financial May 2003 - April 2004
Skills
Portfolio Management, Investments, Asset Managment, Equities, Capital Markets, Investment Management, Strategy, Financial Modeling, Financial Services, Finance, Business Development, Risk Management, Financial Analysis, Valuation, Asset Allocation, Management, Wealth Management, Business Strategy
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Business Administration, Management and Operations
University of Illinois at Urbana-Champaign 1999 — 2003
Economics, Business
Land O'Lakes August 2009 - Present
Prudential Financial August 2007 - March 2009
PricewaterhouseCoopers July 2005 - September 2006
Ameriprise 2005 - 2005
American Express 1997 - 2005
Skills
Talent Acquisition, College Recruiting, Recruiting, Human Resources, Internet Recruiting, Leadership Development, Talent Management, Leadership, Applicant Tracking..., Sourcing, Onboarding, Interviews, Employee Relations, Project Management, Technical Recruiting, Succession Planning
Education
The University of Kansas 1993 — 1997
BA, Mathematics
St Bernards
ANN INC. November 2014 - Present
Prudential Financial June 2015 - August 2015
Down The Aisle, LLC Wedding Planning and Design April 2014 - September 2014
Webster Bank May 2014 - August 2014
American Eagle Outfitters April 2013 - May 2014
American Eagle Outfitters December 2010 - April 2013
Skills
Customer Service, Sales, Retail, Merchandising, Social Media, Inventory Management, Microsoft Excel, Time Management, Public Speaking, Visual Merchandising
Education
The University of Connecticut School of Business 2012 — 2016
Prudential Financial July 2015 - Present
Chloe + Isabel by Amanda Grant January 2013 - September 2014
Scalzo Property Management, Inc. July 2014 - August 2014
The Domain Companies May 2013 - August 2013
Skills
Financial Analysis, Real Estate, Leadership, Argus Modeling, Microsoft Office, Client Services, Real Estate Due...
Education
The University of Connecticut School of Business 2011 — 2015
Bachelor of Science (B.S.) (May 2015), Real Estate and Urban Economics
Newtown High School 2007 — 2011
High School
Teradata September 2014 - Present
IBM April 2011 - September 2014
eSecLending August 2009 - April 2011
Travelers May 2006 - July 2009
Prudential Financial 2005 - 2006
Skills
Requirements Analysis, Data Warehousing, Data Analysis, ETL, SDLC, Cognos, Business Intelligence, Microsoft SQL Server, Requirements Gathering, Business Analytics, Business Analysis, Systems Analysis, Data Modeling, SQL, Analytics, Business Objects, Databases, Business Requirements, Enterprise Architecture, Data Integration, Oracle, DB2
Education
The University of Connecticut School of Business 2002 — 2007
MBA, Finance
University of Connecticut 1997 — 2001
BS, Management Information Systems
Pandora March 2014 - Present
Yahoo June 2013 - February 2014
Prudential Financial May 2008 - May 2013
Draftfcb May 2006 - March 2008
Samantha Sackler Productions March 2005 - November 2005
Skills
Power user of web..., Online Advertising, Advertising, Cross-functional Team..., Management, DoubleClick, Retail, Time Management, Digital Strategy, Event Management, Social Media, Digital Media, Marketing Strategy, Email Marketing, Leadership, Training, Mobile Devices, Digital Marketing, Social Media Marketing, Integrated Marketing, Marketing, Online Marketing
Education
The University of Georgia 1997 — 2000
BS, Fashion Merchandising
MassMutual Financial Group July 2010 - Present
MetLife August 2001 - June 2010
Prudential Financial March 1993 - August 2001
Skills
Retirement Planning, Health Insurance, Investments, Recruiting, Sales, Management, Estate Planning, 401k Rollovers, 401k, Financial Training, Marketing
Education
The University of Kansas
Finance
The University of Kansas
MassMutual Financial Group February 2014 - Present
New York Life Insurance Company March 2009 - January 2014
Allstate May 2004 - May 2009
Prudential Financial March 1975 - May 2004
Skills
Life and Health..., Disability Insurance, Estate Planning, Retirement Planning, Series 6, Series 63, Series 26, Series 51, Long Term Care Insurance, Property & Casualty...
Education
State University of Cobbleskill
Agricultural Business
The University of Georgia
Business
XL Group September 2014 - Present
Aon Hewitt August 2013 - September 2014
Aon Hewitt September 2012 - September 2014
Prudential Financial October 2011 - September 2012
The Connecticut Forum June 2010 - August 2010
Skills
Interpersonal Skill, PowerPoint, Public Relations, Social Media Marketing, Microsoft Excel, Marketing Communications, Microsoft Office, Microsoft Word, Social Networking, Customer Service, Human Resources, FMLA, Manage Client..., Disability Insurance, Claims Management, Event Planning, Claims Handling, Claims Resolution, Project Management, Social Media
Education
The University of Connecticut School of Business 2008 — 2012
Bachelor of Science, Marketing
PricewaterhouseCoopers July 2015 - Present
PricewaterhouseCoopers July 2012 - Present
PricewaterhouseCoopers July 2009 - July 2012
The Biltmore Condominium Association June 2010 - March 2011
PricewaterhouseCoopers September 2006 - July 2009
PricewaterhouseCoopers May 2005 - August 2005
Prudential Financial 2004 - 2005
St. Joseph High School 2002 - 2002
Skills
US GAAP, Audit, Assurance, IFRS, GAAS, ISA, Financial Analysis, Financial Reporting, CPA, Sarbanes-Oxley Act, Auditing, Accounting, SEC Filings, GAAP, External Audit
Education
The University of Connecticut School of Business 2002 — 2006
Bachelor of Science (BS), Accounting
Prudential Financial May 2015 - Present
CohnReznick LLP January 2011 - April 2015
Skills
Microsoft Excel, Auditing, Financial Reporting
Education
The University of Connecticut School of Business 2007 — 2011
Caliper Corporation June 2011 - Present
Talent Leverage Resources, LLC 2008 - 2011
ADP 2004 - 2008
Talent Leverage Resources, LLC 2001 - 2004
Prudential Financial 1991 - 2001
Skills
Organizational..., Talent Management, Leadership Development, Organizational..., 360 Feedback, Succession Planning, Executive Coaching, Strategy, Recruiting, Human Resources, Leadership, Change Management, Organizational Design, Performance Management, Coaching, Employee Engagement, Team Building, Program Management, Employee Benefits, Management, Training, Consulting
Education
The University of Akron
Ph.D., Industrial & Organizational Psychology
Axial September 2013 - Present
Prudential Financial January 2013 - August 2013
The Hartford December 2012 - December 2012
The Hartford March 2012 - November 2012
The Hartford July 2011 - February 2012
State Farm Insurance - Ches Smith August 2010 - June 2011
Education
The University of Georgia
Bachelor of Business Administration, Risk Management & Insurance
Ericsson March 2012 - April 2015
Ericsson July 2011 - March 2012
Prudential Financial May 2010 - December 2010
Skills
Program Management, Training, Marketing, Telecommunications, Project Management, PMP, LTE, Wireless, Vendor Management, Business Analysis, Requirements Analysis, MS Project, Team Leadership, Process Improvement, Visio, Customer Service, Microsoft Office, Analysis, CRM, Management, Cross-functional Team..., Project Planning, PMO, Microsoft Project
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
The University of Texas at Dallas 2007 — 2011
B.S., Business Administration/International Business
Prudential Financial June 2014 - Present
Prudential Financial July 2011 - June 2014
Skills
Finance, Business Strategy, Retirement Planning, Business Innovation, Leadership, Sales, Financial Analysis, Mutual Funds, Competitive Analysis, Analysis, Data Analysis, Competitive Intelligence, Market Research, Strategy, Strategic Planning, Research, Management, Investments, Microsoft Excel, Business Analysis, Team Leadership, SAS, Economics, Insurance
Education
Villanova University 2015 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
The University of Connecticut School of Business 2009 — 2012
Bachelor of Science, Business; Finance
Prudential Financial June 2014 - August 2014
Kovacs' Garage May 2010 - August 2013
University of Connecticut August 2012 - May 2013
Skills
Finance, Investments, Mutual Funds, Capital Markets, Financial Analysis, Financial Modeling, Research, Financial Services, Data Analysis, Microsoft Office, Time Management, Project Management, Risk Management, Insurance, Leadership, Social Media, Automotive
Education
The University of Connecticut School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance, Major GPA: 3.78/4.0
St. Joseph High School 2007 — 2011
Jacksonville Regional Chamber of Commerce 2009 - Present
Moran Financial Solutions October 2008 - Present
Prudential Financial May 2012 - October 2014
Guardian Ad Litem September 2010 - January 2013
Jacksonville University September 2004 - December 2008
Humana March 2007 - August 2008
Cathedral Arts Project September 2005 - March 2007
Florida Insurance Inc. 2004 - 2007
Skills
Non-profits, Fundraising, Public Speaking, Event Planning, Customer Service, Public Relations, Community Outreach, Nonprofits, Sales, Research, New Business Development, Insurance, Healthcare, Microsoft Word, Employee Benefits, Health Insurance, Leadership, Teaching, Disability Insurance, Long-term Care, Fixed Annuities
Education
The School of the Art Institute of Chicago 1990 — 1994
BFA, Ceramics and Art History
North Brunswick High School
North Brunswick High School
High School Diploma
DaVita HeathCare Partners August 2014 - June 2015
DaVita HealthCare Partners June 2013 - August 2014
DaVita HealthCare Partners October 2011 - May 2013
Salzburg Global Seminar February 2011 - July 2011
Prudential Financial September 2010 - February 2011
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Oregon 2006 — 2010
International Studies & Business Administration
BNY Mellon August 2007 - Present
Prudential Financial July 2006 - July 2007
AIG June 2004 - June 2006
Nationwide Credit, Inc. September 2001 - June 2004
Skills
Accounting, Human Resource..., Client Relations, Leadership
Education
The Ohio State University Fisher College of Business 1999 — 2001
MLHR, Human Resources Management/Personnel Administration, General
Genworth Financial April 2011 - Present
Prudential Financial June 2009 - October 2010
Prudential Financial June 2000 - June 2009
Prudential Financial June 1996 - June 2000
Financial Management Group January 1993 - January 1996
Skills
Portfolio Management, Investment Management, Financial Risk, ALM, Investments, Fixed Income, Derivatives, Asset Managment, Capital Markets, Hedging, Equities, Asset Allocation, Economic Capital, Risk Management, Financial Analysis, Investment Strategies, Market Risk, Credit, Asset Management, Cash Management
Education
The University of Georgia 1991 — 1993
Master; Graduate School, Business Administration; Business Administration; Investments, Banking, and Computer Simulation
The College of William and Mary 1987 — 1991
Bachelor of Arts, Economics and Mathematics; Math; Economics
THSVHS
Hyundai Capital America September 2013 - Present
Hyundai Capital America November 2012 - September 2013
Hyundai Capital America April 2011 - November 2012
Hyundai Capital America December 2009 - April 2011
Prudential Financial December 2008 - December 2009
Regions Financial Corporation 2001 - December 2007
Skills
Process Management, Strategic Planning, Change Management, Product Management, Employee Hiring, Process Improvement, Finance, Leadership, Recruiting, Financial Analysis, Risk Management, Credit, Portfolio Management, Financial Services, Banking, Management, Budgets, Business Process..., Credit Risk, Consumer Lending, Business Analysis, Sales Management, Team Management, Forecasting, Strategy, Sales, Underwriting, Relationship Management, Executive Management, Operations Management, Business Planning, Credit Analysis, Vendor Management, Analysis
Education
Troy University 1999 — 2001
MBA, Finance - Business Administration
University of North Georgia 1989 — 1995
BBA, Finance
The University of Georgia 1983 — 1985
Music
Gainesville Junior College 1981 — 1983
ABA, Business Administration
Prudential Financial April 2010 - Present
Skills
Microsoft Excel, Microsoft Office, Management, Microsoft Word, Leadership, Sales
Education
The University of Akron
Bachelor of Business Administration (B.B.A.)
Citi June 2015 - Present
University of Georgia August 2011 - Present
Citi May 2014 - August 2014
Prudential Financial June 2013 - August 2013
Optim Healthcare June 2011 - July 2011
Savannah Memorial Hospital May 2011 - June 2011
Skills
Finance, Analysis, Accounting, Investments, Microsoft Excel, Corporate Finance, Financial Analysis, Financial Modeling, Access, Valuation, PowerPoint, Leadership, Teamwork, Banking, Microsoft Word, Social Media
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (B.B.A.), Banking and Finance/Accounting/International Business
BlackRock December 2012 - Present
BlackRock July 2008 - December 2012
BlackRock November 2006 - July 2008
Charles Schwab October 2005 - November 2006
Prudential Financial September 2003 - August 2005
RCM Capital Management April 1995 - July 2001
Callan Associates April 1993 - April 1995
Skills
ETFs, Pricing Strategy, Asset Management, Mutual Funds, Business Planning, Product Development, Investments, Pricing, Segmentation, Business Metrics, Strategic Planning, Competitive Analysis, Separately Managed..., Business Strategy, Managed Accounts, Product Management, Forecasting, Strategy Development, P&L Management, Budgeting, Product Strategy, Asset Managment, Strategy, Budgets, Financial Risk, Financial Services, Finance, Analytics, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2001 — 2003
MBA, Master of Business Administration
New York University - Leonard N. Stern School of Business 1989 — 1993
BS, Economics and International Business
Cigna February 2015 - Present
Prudential Financial March 2014 - May 2014
The Hartford December 2012 - February 2014
Beacon Partners, Inc June 2011 - August 2012
Staples Corporate Agency August 2006 - August 2010
Staples May 2008 - May 2010
MainStreet Softworks June 2005 - June 2006
Skills
Competitive Marketing..., Enterprise Content..., Development Of..., Interactive Advertising, Online Advertising, Copy Editing, Project Management, Social Media Marketing, Email Marketing, Copywriting, SEO, Advertising, Marketing Communications
Education
Wheaton College 2001 — 2005
B.A, English
Wheaton College
B.A, English
The University of Edinburgh 2004 — 2004
The University of Edinburgh
PenFedInvest October 2014 - Present
New York Life Insurance Company August 2012 - February 2013
Wachovia Securities Financial Network 1970 - 2010
Prudential Financial June 1973 - August 2004
Prudentional Securities 1974 - 2004
Skills
Retirement Planning, Mutual Funds, Investments, Fixed Annuities, Financial Advisory, Insurance, Series 7, Asset Allocation, Retirement, Securities, Series 63, Strategic Financial..., Estate Planning, Wealth Management, Investment Strategies, 401k, Portfolio Management, Asset Management, Small Business, Equities, Goal Oriented, People-oriented, Creative Strategy, Financial Planning, Customer Service, Life Insurance, Annuities, Customer Relations, Financial Services, Finance, Management, Public Speaking, Alternative Investments, Leadership
Education
The Ohio State University,Fisher College of Business 1965 — 1970
B.S. Business Administration, Finance
Melton
Melton
Melton School
The Ohio State University Fisher College of Business
Bachelor's degree, Finance, General
Prudential Financial July 2015 - Present
Landmark Properties - Athens, Georgia September 2014 - December 2014
Ryan May 2014 - August 2014
Cygnus Capital Real Estate Advisors May 2012 - July 2013
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (BBA), Finance
The University of Georgia 2011 — 2015
Bachelor of Business Administration (BBA), Real Estate
Target - Northern Campus September 2014 - Present
Target - Northern Campus May 2014 - Present
Target - TPC June 2013 - Present
Target - TCW September 2012 - Present
Brocade August 2012 - Present
Target - TPC August 2012 - Present
Ameriprise Financial Services, Inc. May 2014 - September 2014
Target - TPC August 2012 - May 2014
Prudential Financial August 2012 - May 2013
LA Fitness December 2011 - September 2012
Skills
Group Fitness..., Training, Teaching, Cardio, Public Speaking, Coaching, Program Development, Fitness, Endurance, Weight Training, Team Building, Boxing, Weight, Leadership, Strength Training
Education
The University of Akron 1993 — 1998
Bachelor's of Science, Labor and Industrial Relations
SunTrust Private Wealth Management January 2015 - Present
SunTrust Bank April 2012 - January 2015
FSC Securities March 2011 - April 2012
AIG Advisor Group April 2009 - March 2011
Old Mutual Financial Network December 2007 - February 2009
Prudential Financial February 2007 - September 2007
Jackson National Life March 2006 - February 2007
Living Well Health Clubs, Hilton PLC March 2004 - June 2005
Skills
Building Relationships, Asking Questions, Recruiting, Variable Annuities, Income for Life, Equity Indexed Annuities, Fixed Annuities, Quantitative Investing, Proformas, Collaborative Problem..., Sales, Management of small..., Salesforce.com, Relationship Management, Team-oriented, Parenting, Series 7, Series 24, Series 63, Life & Health Insurance..., FINRA Licensing and..., FINRA Disclosures, Financial Advisory, Retirement Planning, Uniform Combined State..., Training, Securities, Mutual Funds
Education
The Ohio State University Fisher College of Business 2001 — 2003
Bachelors of Administration, Marketing
BB&T Insurance Services Inc. October 2012 - Present
Snellings Walters Insurance 2003 - October 2012
Prudential Financial 2001 - 2003
Allmerica Financial 1997 - 1999
Skills
Licensed Property &..., Licensed Life & Health..., Property, General Insurance, Umbrella Insurance, Disability Insurance, Insurance Brokerage, Management, Claim, Property & Casualty..., Insurance, Commercial Insurance
Education
The University of Georgia 1993 — 1997
Bachelor of Arts, Psychology
Alliance Financial Services October 2011 - Present
Prudential Financial September 2012 - March 2013
MassMutual Financial Group May 2011 - May 2012
Alliance Financial Services September 2009 - May 2011
Transfer Title Agency, Inc. March 1999 - September 2009
FirstMerit Bank March 1994 - March 1999
Skills
Retirement Planning, Retirement, 401k, Roth IRA, IRAs, Strategic Financial..., Insurance, Investments, Wealth, Personal Financial..., Portfolio Management, Financial Services, 401k Rollovers, Wealth Accumulation, 529 Plans, SEP IRA, Variable Annuities, Defined Benefit, Qualified Retirement..., Fixed Annuities, Retirement Savings, Investment Advisory, Alternative Investments, Certified Financial..., 401k Plans, Series 7, Wealth Management
Education
The University of Akron 1991 — 2001
Finance, Financial Planning
Medina High School 1987 — 1991
Capital One December 2012 - December 2014
JPMorgan Chase August 2010 - November 2012
JPMorgan Chase September 2007 - July 2010
Wachovia Bank March 2006 - August 2007
Wachovia Securities March 2002 - February 2006
Prudential Financial February 1999 - February 2002
Prudential Investments July 1998 - January 1999
Prudential Financial August 1996 - June 1998
Prudential Healthcare June 1993 - July 1996
Skills
Commercial Banking, Credit Analysis, Credit, Commercial Lending, Investments, Loans, Financial Services, Banking, Finance, Relationship Management, Portfolio Management, Accounting, Branch Banking, Business Development, Cash Management, Coaching, Commercial Mortgages, Consumer Lending, Credit Risk, Cross Selling, Customer Retention, Customer Service, Financial Analysis, Financial Risk, Lines Of Credit, Loan Origination, Management, Marketing, Merchant Services, Mutual Funds, Negotiation, New Business Development, Retail Banking, Risk Management, SBA, Sales, Series 63, Series 7, Small Business, Small Business Lending, Treasury Management, Underwriting, Wealth Management
Education
Leadership Newark Fellow 2004 — 2006
The University of Georgia 1987 — 1991
BA, History
SHU Upward Bound Program 1984 — 1987
Seton Hall Prep 1983 — 1987
HS Diploma, College Prep
Newark Boys Chorus School 1979 — 1983
Prudential Financial October 2012 - Present
Prudential Financial September 2008 - September 2012
People's United Bank January 2007 - May 2008
People's United Bank August 2004 - January 2007
People's Securities, Inc. January 2000 - August 2004
People's Bank January 1996 - January 2000
People's Bank January 1993 - January 1996
People's Bank January 1987 - January 1993
People's Bank January 1985 - January 1987
People's Bank January 1984 - January 1985
Skills
Vendor Management, Strategic Planning, Negotiation, Customer Service, Conflict Resolution, Credit Cards, Executive Management, Risk Management, Compliance, Banking, Process Improvement, Change Management, Credit, Performance Management, Product Development, Operations Management, Risk, Leadership Development, Operational Risk, Retail Banking, New Business Development, Investments, Underwriting, Product Management, Financial Planning, Financial Risk, Business Analysis, Leadership, Project Management, Strategic Financial..., Strategy, Management, Budgets, Business Strategy, Analysis, Financial Services, Program Management, Mergers & Acquisitions, Loans, Competitive Analysis, Mortgage Lending, Portfolio Management
Education
The University of Connecticut School of Business 1982 — 1984
MBA, Business Administration
The University of Connecticut School of Business 1979 — 1981
B.S., Business Administration
STEMS on the VINES January 2004 - Present
Carver Christian Academy October 1999 - October 2000
Transamerica April 1999 - May 1999
Glynn Devins Advertising/Marketing September 1997 - December 1997
Prudential Financial January 1994 - October 1997
Skills
STEM Education, Blended Learning, Prenatal Yoga, Nutrition Education, Web Authoring, Sustainability, Sustainable Design, Sustainable Energy, Blended Learning, Sustainability Education, Holistic Health, Public Speaking, Project Management, Education, Community Outreach, Nonprofits, Teaching, Leadership, Fundraising
Education
The University of Kansas
University of Missouri-Kansas City
Prudential Financial July 2015 - Present
Spring11, LLC June 2014 - January 2015
Jones Lang LaSalle June 2013 - January 2014
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (B.B.A.), Real Estate and Finance, Senior
Marist School 2004 — 2011
Prudential Financial May 2012 - Present
Prudential Financial November 2009 - April 2011
Prudential Financial March 2008 - October 2009
Education
The University of Connecticut School of Business 1992 — 1996
Prudential Financial May 2014 - Present
Prudential Financial October 2012 - May 2014
Prudential Bank & Trust, FSB December 2005 - October 2012
William Raveis Real Estate April 2004 - June 2008
Re/Max (Professionals) May 2002 - April 2004
Hartford Investment Management April 2001 - May 2002
Structured Finance Advisors 1994 - 2001
Skills
Investments, Portfolio Management, Financial Analysis, Business Development, Finance, Insurance, Contract Negotiation, Retirement, Asset Management, Asset Managment, Project Management
Education
The University of Connecticut School of Business 1995 — 1997
MBA, Finance & Management
University of Connecticut 1989 — 1993
BS, Horticulture
PNC Global Investments July 2007 - Present
Prudential Financial June 2006 - July 2007
AIG Property and Casualty June 2004 - June 2006
Education
The Ohio State University - The Max M. Fisher College of Business 1999 — 2001
Masters, Labor relations and human resource management
Triad Advisors June 2010 - Present
Capital Markets Compliance, LLC April 2005 - June 2010
Equifax, Inc. July 2002 - April 2005
Prudential Financial August 2001 - April 2002
Skills
AML, FINRA, Auditing, Series 7, Investments, Securities, SEC, Mutual Funds
Education
The University of Georgia 1997 — 2001
BBA, Finance
University of Georgia - Terry College of Business 1997 — 2001
JPMorgan Chase March 2012 - Present
JPMorgan Chase Card Services February 2008 - March 2012
Prudential Financial April 2006 - June 2007
Nationwide Financial January 2000 - January 2006
Chase January 1997 - January 2000
Huntington National Bank January 1991 - January 1997
US Navy January 1987 - January 1993
Skills
Customer Relations, Call Center, Risk, Forecasting, Retirement, Operations Management, Customer Service, Restructuring, Fraud, Six Sigma, Strategic Planning, Business Planning, Strategic Partnerships, Internal Audit, Performance Management, People Development, Motivational Speaking
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2012
Executive MBA, Business Administration
Prudential Financial December 2006 - Present
Skills
Business Analysis, SDLC, Vendor Management, Program Management, Business Process, PMP, IT Strategy, Project Management, Process Improvement, Requirements Analysis, Visio, Scope Management, Project Portfolio..., Requirements Management, Enterprise Architecture, Software Project..., Business Requirements
Education
The University of Connecticut School of Business 1992 — 1996
BS, Management Information Systems
CreditSights January 2010 - Present
Harcourt Capital Group March 2009 - May 2009
Centerline September 2007 - November 2008
INVESCO 2005 - 2007
Prudential Financial September 2003 - May 2005
BMO Capital Markets 1993 - 2003
Bank of Montreal 1991 - 1993
Skills
Structured Finance, Portfolio Management, Hedge Funds, Capital Markets, Fixed Income, High Yield, Investments, Credit, Mergers & Acquisitions, Credit Analysis, Trading, Loans, Leveraged Finance, Finance
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, General
University of Pennsylvania
BS, Accounting / Finance
Travelers December 2004 - Present
Prudential Financial August 2002 - August 2004
Skills
Underwriting, Marketing, Sales, Client Development, Insurance
Education
The University of Georgia 1999 — 2001
Tedford Housing February 2013 - June 2015
Maine Council of Churches 2008 - 2012
Planned Parenthood of Greater Northern New Jersey 2005 - 2006
Prudential Financial 1997 - 2003
AT&T 1989 - 1997
Skills
Fundraising, Project Management, Non-profit..., Program Development, Community Outreach, Event Planning, Strategic Planning, Leadership, Non-profits, Volunteer Management, Public Relations, Grant Writing, Editing, Community Development, Management, Public Speaking, Nonprofits, Non-profit..., Research, Event Management, Grants, Strategy, Social Media
Education
The University of Chicago - Booth School of Business 1986 — 1988
MBA
The University of Connecticut 1979 — 1983
BS
Merrill Lynch December 2006 - Present
McDonald Investments April 2004 - November 2006
Prudential Financial July 2003 - March 2004
Education
The Ohio State University Fisher College of Business 1998 — 2002
Prudential Financial July 2015 - Present
Highland Capital Management, L.P. July 2013 - May 2015
The Hartford Mutual Funds December 2011 - July 2013
The Hartford Mutual Funds September 2005 - December 2011
American Tower 2003 - 2005
American Tower 2002 - 2003
American Tower 2000 - 2002
Skills
Series 63, Series 6, Insurance, Sales, Financial Services, Securities, Life Insurance, Investment Strategies, Sales Operations, Relationship Management, Equities
Education
The University of Georgia
Bachelor of Arts (B.A.)
Colegio Belgrano
Coursework, International Studies
Prudential Financial August 2008 - Present
Prudential Financial January 2006 - June 2008
Prudential Financial May 2001 - December 2005
Prudential Financial January 1998 - May 2001
Heitman and Co. (The Lab) April 1997 - December 1998
PepsiCo August 1990 - August 1997
Skills
Senior Executive..., International Business..., International Expansion, Development Strategy, Expatriate Management, Mergers & Acquisitions, International Strategy, New Markets Development, International Joint..., Start-up Ventures, Cross-functional Team..., P&L Responsibility, Board of Directors, Non-profit Board...
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, Strategy
University of Tennessee-Knoxville
Bachelor's degree, Logistics, Materials, and Supply Chain Management
Prudential Financial January 2013 - Present
The Hartford April 2007 - January 2013
Preserver Group 2002 - 2007
The Hartford July 1994 - January 2002
Skills
Property & Casualty..., Life Insurance, Commercial Insurance, Term Life Insurance, Universal Life, Health Insurance, Fixed Annuities, Insurance, Underwriting
Education
The Sage Colleges-Sage College of Albany
Psychology
Prudential Financial March 2005 - Present
Travelers Insurance May 2002 - March 2005
Kostin, Ruffkess & Company, LLC July 2000 - May 2002
Rothstein Kass October 1998 - July 2000
Skills
Auditing, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Insurance, Tax, Variance Analysis, Corporate Finance, Corporate Tax, CPA, Financial Services, Banking, Treasury, Retirement
Education
The University of Connecticut School of Business 1994 — 1998
BS, Accounting
Outland Insurance Agency Inc January 1996 - Present
Prudential Financial June 1986 - January 1996
Skills
Entrepreneurship, Start-ups, Business Strategy, New Business Development, Marketing Strategy, Strategic Planning, Coaching, Management Consulting, Social Media Marketing, Investments
Education
The University of Akron 1983 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
Merrill Lynch April 2012 - August 2012
Prudential Financial July 2010 - August 2011
Prudential Financial June 2009 - August 2009
Merrill Lynch August 2008 - May 2009
United Technologies June 2008 - August 2008
Education
The University of Connecticut School of Business 2006 — 2010
Bachelors, Finance & Economics
MetLife July 2011 - Present
MetLife February 2007 - July 2011
Smith Barney 2003 - 2007
Smith Barney 2003 - 2005
Prudential Financial 2000 - 2003
Education
The Sage Colleges - Russell Sage College 1994 — 1998
BA, English
Anthem Blue Cross Blue Shield May 2014 - Present
WellPoint November 2012 - May 2014
Prudential Financial August 2011 - November 2012
WellPoint December 2010 - July 2011
WellPoint September 2008 - December 2010
WellPoint July 2006 - September 2008
Skills
Health Insurance, Financial Analysis, Strategic Financial..., Financial Modeling, Essbase, Employee Benefits, Finance, Fixed Annuities, Sarbanes-Oxley Act, Financial Reporting, Hyperion Enterprise, PeopleSoft, Business Process..., Data Analysis, Financial Services, Strategic Planning, Variance Analysis, Managerial Finance, Microsoft Excel, Budgets
Education
University of New Haven 2007 — 2010
MBA, Finance
The University of Connecticut School of Business 2000 — 2004
Bachelors, Finance
American Brokerage Services March 2002 - Present
Prudential Financial 1976 - 1997
Skills
Sales, Life Insurance, Email Marketing, Strategic Communications, Sales Management, Marketing, Fixed Annuities, 401k, Retirement, Social Media, Term Life Insurance, Strategic Planning, Retirement Planning, Strategic Financial..., Long-term Care, Wealth Management, Financial Planners, Wealth, Financial Advisory, Insurance, Disability Insurance, Financial Planning, Mutual Funds, Estate Planning
Education
The University of Georgia 1973 — 1975
MA, Speech and Business Comm
Penn State
BA, Communications
Cigna December 2012 - Present
Cigna February 2009 - December 2012
Prudential Financial April 2004 - August 2008
CIGNA Retirement and Investment Services December 2000 - April 2004
CIGNA Retirement and Investment Services June 1996 - December 2000
CIGNA August 1989 - June 1996
Education
The University of Connecticut School of Business 1985 — 1989
BS, Finance
Rockville High School 1981 — 1985
CBRE December 2014 - Present
Prudential Financial November 2013 - November 2014
MapText, Inc. January 2013 - September 2013
Verizon January 2010 - July 2011
Verizon March 2008 - December 2009
Real Estate Northeast Operations July 2007 - March 2008
Verizon Wireless January 2003 - January 2007
Verizon Wireless February 1999 - February 2003
Bell Atlantic July 1988 - February 1997
Skills
Budgeting, Call Center, Wireless, Operation, Telecommunications, Strategic Planning, Planning, Expenses, Outside Plant, Negotiation, Program Management, Network Operations, Analysis, Metrics, Business Strategy, Business Planning, Customer Service, Vendor Management, Project Planning, Budgets, Integration, Contract Negotiation, Cross-functional Team..., Management Consulting, Mobile Devices, Operations Management, Process Improvement, Management, Product Development, Product Management, Project Management, Strategy, Team Building, Team Leadership, Business Process..., Data Center, Start-ups, Training, Leadership, Computer Network..., Change Management, Call Centers, CRM, Sales Operations, VoIP, Building Relationships
Education
Bradford University
Bachelors, Engineering
University of Chicago GSB
Wharton School, University of Pennsylvania
Executive Management
Public Consulting Group January 2012 - Present
Scottish Parliament January 2011 - May 2011
KIPP Central City Academy August 2010 - January 2011
Prudential Financial June 2010 - August 2010
Voices From Our America December 2008 - May 2009
Babies R Us April 2007 - August 2007
IHOP February 2005 - November 2005
Education
Vanderbilt University 2007 — 2011
Parsippany High School
The University of Edinburgh
Prudential Financial 2004 - 2006
American Skandia 1999 - 2006
Education
The University of Connecticut School of Business 1996 — 1999
MBA, Finance
Lang Financial Group, Inc. (LFG) April 1995 - Present
Prudential Financial February 1992 - September 1994
Skills
Health Savings Accounts, Disability Insurance, Health Insurance, Employee Benefits, Insurance, Group Insurance, Profit Sharing, Buy-sell Agreements, Key Person Insurance, Retirement Plan..., Long-term Care
Education
The University of Akron 1978 — 1981
BS, Accounting
Firestone High School
JPMorgan Chase & Co. February 2014 - Present
Citi July 2012 - February 2014
Prudential Financial June 2011 - December 2011
UBS Wealth Management February 2011 - August 2011
Abercrombie & Fitch October 2009 - June 2011
The Ohio State University June 2009 - June 2011
JP Recovery Services June 2009 - August 2010
Skills
Budgets, Microsoft Excel
Education
The Ohio State University Fisher College of Business 2007 — 2011
BSBA, Finance
McKeon Law Group, LLC 1999 - Present
AsymmetRx, Inc. 2001 - 2013
Prudential Financial 2005 - November 2011
Travelers/ MetLife Insurance Company 2005 - 2005
The Hartford Insurance Company 2000 - 2004
Hebron Board of Education 1994 - 2003
Aetna, Inc. 1987 - 1999
Skills
Litigation, Corporate Law, Licensing, Corporate Governance, Mediation, Insurance, Mergers, Negotiation, Securities, Insurance Law, Commercial Litigation, Civil Litigation, Contract Negotiation, Risk Management, Public Speaking, Strategic Planning, Professional Liability, Family Law, Collaborative Law, Mutual Funds, Fixed Annuities, Litigation Management, Estate Planning, Legal Research, Alternative Dispute..., Arbitration, Powers of Attorney, Trials, Courts, Appeals, FINRA, Mergers, Mergers & Acquisitions
Education
The University of Connecticut School of Law 1984 — 1987
J.D., Securities, Tax, ERISA, Annuities
The University of Connecticut 1974 — 1979
Bachelor of Science (BS), Education
The University of Connecticut 1974 — 1979
Bachelor of Arts (BA), History
Prudential Financial April 2008 - Present
Assurant Employee Benefits April 2006 - April 2008
Altria December 2003 - April 2006
Skills
Insurance, Disability Insurance, Life Insurance, Employee Benefits, Health Insurance, Underwriting, Term Life Insurance, Long-term Care, Brokers, Account Management, Management, Marketing, Negotiation, Sales, Sales Management, Sales Operations
Education
The University of Georgia 1999 — 2003
Bachelor of Business Administration (B.B.A.), Marketing
Blink Data Labs March 2006 - Present
IBM September 2004 - February 2006
Sprint Nextel May 2000 - September 2004
Accenture May 1998 - May 2000
Prudential Financial September 1995 - July 1996
Skills
Program Management, PMO, SDLC, Software Project..., Vendor Management, PMP, Customer Experience, CRM Integration, CRM, Data Warehousing, Business Intelligence, Business Strategy, Management, Business Process, Strategy, Analytics, Enterprise Software, MS Project, Testing, Cross-functional Team..., Microsoft Project
Education
University of Missouri-Kansas City 1998 — 2001
MBA, Management of Information Systems
The University of Kansas 1990 — 1995
Bachlors, International Political Science
Principal Financial Group May 2012 - Present
Prudential Financial March 2010 - May 2012
Encore Advisors, LLC August 2007 - March 2010
BIS Benefits, Inc. September 2005 - August 2007
Education
The University of Georgia 1999 — 2003
Bachelor of Business Administration (B.B.A.), Risk Management & Insurance
Everest Financial Strategies, LLC September 2008 - Present
Hoffman Properties January 1994 - Present
Prudential Financial March 2007 - September 2008
Skills
Certified Financial..., Retirement Planning, 401k, Long Term Care, Investments, Financial Planning, Disability Insurance, Estate Planning, Asset Management, Insurance, Small Business, Financial Analysis, Portfolio Management, Health Insurance, IRA's, Annuities
Education
The University of Akron
BS BA, Finance
ALPS, A DST Company June 2014 - Present
MassMutual Financial Group November 2011 - October 2013
Realty Capital Securities September 2009 - September 2010
Prudential Financial June 2006 - October 2008
AXA Distributors October 1996 - June 2006
Skills
Wholesaling, Series 63, Series 7, Annuities, Mutual Funds, Series 24, CIMA, Wholesale, Investments, Fixed Annuities, Retirement, Retirement Planning, Series 65, Insurance, Alternative Investments, 401k Rollovers, Separately Managed..., Investment Management, Investment Advisory, Financial Services, Wealth Management, Leadership, Long Term Care Insurance, 401k, Strategic Financial..., Bonds, Series 6, Term Life Insurance, Wealth Management..., Financial Advisory, Uniform Combined State..., IRAs, Defined Benefit, FINRA, Pensions, Securities, Asset Management, Relationship Management, Variable Annuities, Long-term Care, ETFs, Financial Planners, Investment Strategies, Hedge Funds, Asset Allocation, Equities, Life Insurance, Fixed Income, Estate Planning, Disability Insurance
Education
Wharton School of Business 2004 — 2004
CIMA
The University of Georgia 1981 — 1985
BS, Agricultural Economics
Prudential Financial April 2004 - Present
CIGNA Healthcare September 2000 - April 2004
Aetna January 1978 - September 2000
Skills
Java, Java Enterprise Edition, DB2, Websphere, J2EE Application..., Application Architecture, Web Development, Unix, CICS, COBOL, OOP, WebSphere, SDLC
Education
The University of Connecticut School of Business 1973 — 1977
BA, Accounting, Finance
Prudential Financial December 2014 - Present
Aetna 2006 - 2014
Skills
Provider Relations, Vendor Management, Medicaid, Underwriting, Process Improvement, Leadership, Brokers, Change Management, Life Insurance, SDLC, Enterprise Architecture, Business Process..., Project Portfolio..., Risk Management, Business Strategy, Insurance, IT Strategy, Claims Management, Business Analysis, Health Insurance, Program Management, PMO, Employee Benefits, Managed Care, Requirements Analysis, Data Warehousing, Reinsurance, Claim, Project Management, Medicare, Financial Reporting, Sarbanes-Oxley Act, Financial Modeling, Financial Analysis
Education
The University of Connecticut School of Business 1988 — 1991
Bachelor of Science (BS), Accounting
Prudential Financial April 2012 - Present
Prudential Financial May 2010 - April 2012
Prudential Financial October 2008 - May 2010
Deloitte September 2006 - October 2008
Education
The University of Connecticut School of Business 2006 — 2007
Master of Science, Accounting
The University of Connecticut School of Business 2002 — 2006
Bachelor of Science, Accounting
Prudential Financial January 2014 - Present
Prudential Financial August 2012 - December 2013
The Hartford July 2011 - August 2012
University of Illinois at Urbana-Champaign August 2009 - May 2011
The Hartford June 2010 - August 2010
Skills
VBA, Microsoft Excel, Access, SQL, Python
Education
University of Illinois at Urbana-Champaign 2009 — 2011
Master of Science, Actuarial Science, 4.0
The University of Hong Kong 2006 — 2009
Bachelor of Science, Actuarial Science, 3.49
The University of Western Ontario 2007 — 2007
Study Abroad, Actuarial Science and Economics, 95.5
On-Point Financial Services July 2012 - Present
Prudential Financial November 2010 - May 2012
Western & Southern Financial Group December 2000 - November 2010
Western & Southern Life December 2000 - October 2010
Skills
Fixed Annuities, Series 6, Retirement, Mutual Funds, IRAs, Life Insurance, Disability Insurance, Long-term Care, 401k, Insurance, Roth IRA, Term Life Insurance, Investments, 401k Rollovers
Education
The University of Akron
Bank of America Merrill Lynch November 2009 - November 2011
UBS October 2008 - July 2009
Morgan Stanley October 2007 - June 2008
PFPC May 2005 - October 2007
Verizon November 2004 - April 2005
Prudential Financial January 2004 - October 2004
Business Software Solutios (BSS) October 2003 - December 2003
PFPC July 2003 - September 2003
Prudential Securities November 1997 - December 2002
Solidbank Corp. November 1993 - October 1997
Skills
COBOLII, CICS, DB2, MQ Series, VSAM, Syncsort, Comparex, Serena Changeman, Endeavor, Xpediter, IDCAMS, Fileaid, IOF, SDSF
Education
The Philippine Women's University 1987 — 1991
Bachelor of Science (BS), Computer Science
Prudential Financial 1997 - Present
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1992 — 1994
Master of Business Administration (MBA)
Yale University 1985 — 1989
Bachelor of Arts (BA), Economics
HomeServe USA September 2014 - June 2015
RBS Citizens Bank (contract position) September 2013 - September 2014
Prudential Financial May 2006 - June 2013
Wachovia Bank November 1994 - May 2006
Wachovia Bank October 1993 - November 1994
Union Trust Comony June 1978 - October 1993
Skills
Customer Service, Variable Annuities, Retail Banking, Collections, Credit Cards, Phone Etiquette, Team Management, Lotus Notes, Microsoft Excel, Microsoft Word, Supervisory Experience, Banking, Training, Analysis, Insurance
Education
The University of Connecticut School of Business
Bachelor of Science (B.S.), Business Administration and Management, General
Loan Review June 2014 - Present
City National Bank of NJ November 2012 - June 2014
Prudential Financial April 1997 - September 2001
JPMorgan Chase August 1975 - May 1996
Skills
Loans, Credit, debt restructuring, credit risk management, Debt Restructuring, Credit Risk, Financial Risk, Capital Markets, Due Diligence, Finance, Financial Analysis, Investment Banking, Investments, Mortgage Lending, Risk Management, Underwriting, Financial Modeling
Education
The University of Chicago Booth School of Business 1973 — 1975
Master of Business Administration (MBA), Finance