Prudential Financial Services
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Prudential Financial Services Employees
Employee
Years
Job
Industry
Al Roche Al Roche's Prudential Financial Services Experience January 2000 - January 2001
Job Financial Advisor
Industry Financial Services
Experience
Midtown Financial March 2001 - Present
Prudential Financial Services January 2000 - January 2001
Giselle's Travel February 1991 - January 2000
Carlson Marketing Group September 1987 - February 1991
Education
Loyola University New Orleans 1982 — 1986
Bachelor of Business Administration
DeSmet Jesuit High School 1978 — 1982
High School
Midtown Financial March 2001 - Present
Prudential Financial Services January 2000 - January 2001
Giselle's Travel February 1991 - January 2000
Carlson Marketing Group September 1987 - February 1991
Education
Loyola University New Orleans 1982 — 1986
Bachelor of Business Administration
DeSmet Jesuit High School 1978 — 1982
High School
Eugenio Diaz Eugenio Diaz's Prudential Financial Services Experience September 1997 - August 2002
Job Manager Service Delivery Contact Center at VOYA ING. Financial
Industry Insurance
Experience
UNITED HEALTH GROUP March 2007 - September 2008
ALLINA HEALTH April 2003 - December 2006
Prudential September 1998 - August 2002
PRUDENTIAL FINANCIAL SERVICES September 1997 - August 2002
Dayton Hudson Corporation September 1995 - March 1997
Insight 1994 - 1997
Skills
Change Management, Call Center, Workforce Management, Process Improvement, Operations Management, Vendor Management, Performance Management, Customer Satisfaction, Strategic Planning, Customer Experience, Contact Centers, Team Building, Cross-functional Team..., Customer Service, Insurance, Avaya, Coaching, Business Analysis, Forecasting, Call Center Development, Account Management, Budgets, Analytics, Business Process..., Customer Retention, Employee Benefits, Integration, Leadership, Management, Recruiting, Sales
Education
University of St. Thomas 2004 — 2009
Bachelor's Degree, Business Administration and Management
Kaplan 2011 — 2011
Insurance Producers License, Insurance Pand C and Life
Prudential Learning Center 2000 — 2000
certificate, Cerificate
USMC Culinary School 1985 — 1986
Certificate, Culinary
Temple University 2005 — 2009
Bachelor's Degree, Business Administration and Management
UNITED HEALTH GROUP March 2007 - September 2008
ALLINA HEALTH April 2003 - December 2006
Prudential September 1998 - August 2002
PRUDENTIAL FINANCIAL SERVICES September 1997 - August 2002
Dayton Hudson Corporation September 1995 - March 1997
Insight 1994 - 1997
Skills
Change Management, Call Center, Workforce Management, Process Improvement, Operations Management, Vendor Management, Performance Management, Customer Satisfaction, Strategic Planning, Customer Experience, Contact Centers, Team Building, Cross-functional Team..., Customer Service, Insurance, Avaya, Coaching, Business Analysis, Forecasting, Call Center Development, Account Management, Budgets, Analytics, Business Process..., Customer Retention, Employee Benefits, Integration, Leadership, Management, Recruiting, Sales
Education
University of St. Thomas 2004 — 2009
Bachelor's Degree, Business Administration and Management
Kaplan 2011 — 2011
Insurance Producers License, Insurance Pand C and Life
Prudential Learning Center 2000 — 2000
certificate, Cerificate
USMC Culinary School 1985 — 1986
Certificate, Culinary
Temple University 2005 — 2009
Bachelor's Degree, Business Administration and Management
S. Charmaine Edmonds S. Charmaine Edmonds's Prudential Financial Services Experience February 2001 - June 2003
Job Senior Account Executive at Willis
Industry Insurance
Experience
Willis Insurance Services January 2015 - Present
Wells Fargo Insurance Services November 2006 - December 2014
Wachovia, A Wells Fargo Company June 2003 - November 2006
Prudential Financial Services February 2001 - June 2003
Merrill Lynch Financial Services September 1997 - June 2000
Skills
Underwriting, Insurance, Relationship Management, Risk Management, Property & Casualty..., Portfolio Management, Process Improvement
Education
University of Pittsburgh
Bachelor of Science, Economics
Willis Insurance Services January 2015 - Present
Wells Fargo Insurance Services November 2006 - December 2014
Wachovia, A Wells Fargo Company June 2003 - November 2006
Prudential Financial Services February 2001 - June 2003
Merrill Lynch Financial Services September 1997 - June 2000
Skills
Underwriting, Insurance, Relationship Management, Risk Management, Property & Casualty..., Portfolio Management, Process Improvement
Education
University of Pittsburgh
Bachelor of Science, Economics
David Leibson David Leibson's Prudential Financial Services Experience May 1985 - November 1995
Job Account Devopment Manager at Freightquote
Industry Logistics and Supply Chain
Experience
Freightquote September 2007 - Present
Mirror Image Photography, LLC September 1995 - September 2008
Prudential Financial Services May 1985 - November 1995
Skills
Account Management, LTL, Logistics, Transportation, Shipping, Truckload, 3PL, Sales, Freight, Transportation..., Cold Calling, Salesforce.com, Team Building, Training, Event Planning, Coaching, Advertising, Customer Service, Marketing, Marketing Communications, New Business Development, Sales Management
Education
The University of Kansas 1977 — 1980
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Drake University 1976 — 1977
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Freightquote September 2007 - Present
Mirror Image Photography, LLC September 1995 - September 2008
Prudential Financial Services May 1985 - November 1995
Skills
Account Management, LTL, Logistics, Transportation, Shipping, Truckload, 3PL, Sales, Freight, Transportation..., Cold Calling, Salesforce.com, Team Building, Training, Event Planning, Coaching, Advertising, Customer Service, Marketing, Marketing Communications, New Business Development, Sales Management
Education
The University of Kansas 1977 — 1980
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Drake University 1976 — 1977
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Gloria Poteete Gloria Poteete's Prudential Financial Services Experience January 1999 - July 2005
Job Residential Sales Representative at Tarbell Realtors
Industry Real Estate
Experience
Tarbell Realtors September 2014 - Present
Orange County, Ca June 2011 - Present
BREO, Inc March 2009 - April 2011
Cartus/Realogy July 2007 - February 2009
Prudential Financial Services January 1999 - July 2005
GE Capital Mortgage Services August 1995 - April 1997
Skills
Green Belt Six Sigma,..., Instructor's Training..., Salesforce, Webinars, Real Estate, Relocation, Process Improvement, REO, Foreclosures, Training, Marketing, Sales, Management, Investment Properties
Education
El Camino College
Business
El Camino College
Tarbell Realtors September 2014 - Present
Orange County, Ca June 2011 - Present
BREO, Inc March 2009 - April 2011
Cartus/Realogy July 2007 - February 2009
Prudential Financial Services January 1999 - July 2005
GE Capital Mortgage Services August 1995 - April 1997
Skills
Green Belt Six Sigma,..., Instructor's Training..., Salesforce, Webinars, Real Estate, Relocation, Process Improvement, REO, Foreclosures, Training, Marketing, Sales, Management, Investment Properties
Education
El Camino College
Business
El Camino College
Melody Charlton Melody Charlton's Prudential Financial Services Experience April 2009 - March 2012
Job Compliance Officer at GE Capital Americas Franchise Finance
Industry Banking
Experience
GE Capital Americas - Franchise Finance January 2012 - Present
Prudential Financial Services April 2009 - March 2012
Sixth Gear Solutions, Inc May 2008 - October 2008
Harley Davidson Financial Services 2006 - 2008
KeyBank 2000 - 2006
National City Bank 1999 - 2000
National City Bank 1997 - 1999
Federal Reserve Bank of Cleveland 1995 - 1997
Skills
Compliance, Compliance Management, Legal Issues, Risk Management, People Management, Training & Development, Online Training, Project Coordination, Project Execution, Project Implementation, Leadership, Project Management, Policy, Privacy Law, Employee Training, Management, Analysis, AML, Banking, E-Learning, Process Improvement, KYC, Fraud, Financial Risk, OFAC, Operational Risk..., Corporate Governance, Due Diligence, Securities, Bank Secrecy Act, Mergers & Acquisitions, Securities Regulation, Loans, Legal Compliance, Financial Services, Financial Regulation, Operational Risk, Anti Money Laundering, Regulatory Compliance, Cross-functional Team..., Risk Assessment
Education
Cleveland State University - Cleveland-Marshall College of Law 1992 — 1995
Juris Doctor, Business law
Baldwin Wallace University 1990 — 1992
Masters of Business Administration, Business, Finance
Baldwin Wallace University 1989 — 1990
Bachelors, Finance
GE Capital Americas - Franchise Finance January 2012 - Present
Prudential Financial Services April 2009 - March 2012
Sixth Gear Solutions, Inc May 2008 - October 2008
Harley Davidson Financial Services 2006 - 2008
KeyBank 2000 - 2006
National City Bank 1999 - 2000
National City Bank 1997 - 1999
Federal Reserve Bank of Cleveland 1995 - 1997
Skills
Compliance, Compliance Management, Legal Issues, Risk Management, People Management, Training & Development, Online Training, Project Coordination, Project Execution, Project Implementation, Leadership, Project Management, Policy, Privacy Law, Employee Training, Management, Analysis, AML, Banking, E-Learning, Process Improvement, KYC, Fraud, Financial Risk, OFAC, Operational Risk..., Corporate Governance, Due Diligence, Securities, Bank Secrecy Act, Mergers & Acquisitions, Securities Regulation, Loans, Legal Compliance, Financial Services, Financial Regulation, Operational Risk, Anti Money Laundering, Regulatory Compliance, Cross-functional Team..., Risk Assessment
Education
Cleveland State University - Cleveland-Marshall College of Law 1992 — 1995
Juris Doctor, Business law
Baldwin Wallace University 1990 — 1992
Masters of Business Administration, Business, Finance
Baldwin Wallace University 1989 — 1990
Bachelors, Finance
Rohan Kelly Rohan Kelly's Prudential Financial Services Experience January 2011 - July 2011
Job Investment Banking Operations Professional
Industry Investment Banking
Experience
EmblemHealth July 2014 - February 2015
Polen Capital Management November 2011 - February 2012
Prudential Financial Services January 2011 - July 2011
Franklin Templeton Investments January 2002 - September 2009
Fiduciary Trust Company May 1985 - January 2002
Skills
Equities, FX Options, Investment Banking, Bonds, Settlement, Account Reconciliation, International Trade, Bloomberg, Investments, Fixed Income, Mutual Funds, Portfolio Management, Finance, Securities
Education
LaGuardia Community College 1988 — 1990
Associate of Science (AS), Computer Science and programming
EmblemHealth July 2014 - February 2015
Polen Capital Management November 2011 - February 2012
Prudential Financial Services January 2011 - July 2011
Franklin Templeton Investments January 2002 - September 2009
Fiduciary Trust Company May 1985 - January 2002
Skills
Equities, FX Options, Investment Banking, Bonds, Settlement, Account Reconciliation, International Trade, Bloomberg, Investments, Fixed Income, Mutual Funds, Portfolio Management, Finance, Securities
Education
LaGuardia Community College 1988 — 1990
Associate of Science (AS), Computer Science and programming
Hing Quan Hing Quan's Prudential Financial Services Experience January 1999 - January 2000
Job Investment
Industry Investment Management
Experience
U.S.G.I. 2003 - December 2013
U.S.G.I. October 2003 - 2013
Internal Revenue Service2003 January 2003 - September 2003
Charles Schwab & Co., Inc July 2000 - June 2002
Prudential Financial Services January 1999 - January 2000
Education
University of Houston
B.S
U.S.G.I. 2003 - December 2013
U.S.G.I. October 2003 - 2013
Internal Revenue Service2003 January 2003 - September 2003
Charles Schwab & Co., Inc July 2000 - June 2002
Prudential Financial Services January 1999 - January 2000
Education
University of Houston
B.S
Deedra Miles-Yarbrough Deedra Miles-Yarbrough's Prudential Financial Services Experience September 1986 - July 2003
Job Call Center and Operations Manager at Century Federal Credit Union
Industry Banking
Experience
Century Federal Credit Union June 2005 - Present
Charter One Bank May 2004 - June 2005
Prudential Financial Services September 1986 - July 2003
Skills
Banking, Retail Banking, Credit, Loans, Customer Service, ATM Cash Management, ATM Fleet Management, ATM/Debit, Fraud Prevention, Time Management, Credit Cards, Cash Management, Relationship Management, CRM, Management, Call Centers, Sales
Education
Essex County College
Business Courses, Business
Century Federal Credit Union June 2005 - Present
Charter One Bank May 2004 - June 2005
Prudential Financial Services September 1986 - July 2003
Skills
Banking, Retail Banking, Credit, Loans, Customer Service, ATM Cash Management, ATM Fleet Management, ATM/Debit, Fraud Prevention, Time Management, Credit Cards, Cash Management, Relationship Management, CRM, Management, Call Centers, Sales
Education
Essex County College
Business Courses, Business
Frisco Freitas Frisco Freitas's Prudential Financial Services Experience 1998 - 2001
Job Call Center Manager Director with Expertise in Healthcare, Process Improvement
Industry Hospital & Health Care
Experience
Call Center Management Leaders in the Phoenix, Arizona Area March 2012 - Present
CIGNA Voluntary December 2008 - May 2012
SHPS (Carewise) August 2007 - December 2008
Countrywide Mortgage Services March 2005 - June 2007
Go Daddy Software Group 2003 - 2005
Inpulse Response Group 2002 - 2003
WorldCom Wireless 2001 - 2002
Prudential Financial Services 1998 - 2001
DHL Worldwide Express 1990 - 1998
Skills
Analysis, Call Center, Customer Service, Capacity Planning, Business Modeling, HIPPA Cerification..., Time Management, Lean Six Sigma, Project Management, Team Leadership, Leadership, Workforce Management, Customer Satisfaction, Process Improvement, Customer Experience, Customer Retention, Operations Management, Change Management, Business Analysis, Call Center Development, Sales, CRM, Contact Centers, Performance Management, Quality Assurance, IVR, Coaching, Team Management, Performance Metrics, Forecasting, Program Management, Visio, Avaya, Cross-functional Team..., Sales Management, Leadership Development, Business Process..., Staff Development, Project Planning, Training, Access, Management, Strategy, Start-ups, Six Sigma, Call Centers
Education
University of Phoenix 2011 — 2013
Bachelor of Business Administration (BBA)
Queensborough Community College
Associate's degree
Call Center Management Leaders in the Phoenix, Arizona Area March 2012 - Present
CIGNA Voluntary December 2008 - May 2012
SHPS (Carewise) August 2007 - December 2008
Countrywide Mortgage Services March 2005 - June 2007
Go Daddy Software Group 2003 - 2005
Inpulse Response Group 2002 - 2003
WorldCom Wireless 2001 - 2002
Prudential Financial Services 1998 - 2001
DHL Worldwide Express 1990 - 1998
Skills
Analysis, Call Center, Customer Service, Capacity Planning, Business Modeling, HIPPA Cerification..., Time Management, Lean Six Sigma, Project Management, Team Leadership, Leadership, Workforce Management, Customer Satisfaction, Process Improvement, Customer Experience, Customer Retention, Operations Management, Change Management, Business Analysis, Call Center Development, Sales, CRM, Contact Centers, Performance Management, Quality Assurance, IVR, Coaching, Team Management, Performance Metrics, Forecasting, Program Management, Visio, Avaya, Cross-functional Team..., Sales Management, Leadership Development, Business Process..., Staff Development, Project Planning, Training, Access, Management, Strategy, Start-ups, Six Sigma, Call Centers
Education
University of Phoenix 2011 — 2013
Bachelor of Business Administration (BBA)
Queensborough Community College
Associate's degree
Greg Arocho Greg Arocho's Prudential Financial Services Experience December 2000 - March 2001
Job Finance Manager SWS East Region at Diageo
Industry Wine and Spirits
Experience
Diageo May 2011 - Present
DIAGEO, PLC September 2003 - May 2011
Diageo April 2002 - September 2003
RENAISSANCE CRUISES, Inc March 2000 - September 2001
PRUDENTIAL FINANCIAL SERVICES December 2000 - March 2001
Skills
Budgets, Forecasting, P&L Management, Cross-functional Team..., Analysis, Alcoholic Beverages, Management, Strategy, Brand Management, Sales, Trade Marketing, Pricing, SAP, Sales Management, Market Planning, Financial Reporting
Education
Florida Atlantic University 2001 — 2005
Masters in Accounting, Business Administration; Accounting, 3.5
Florida International University 1995 — 1999
Bachelors, Accounting and Finance
Miami Dade College 1992 — 1994
Associate of Arts (A.A.), Business Administration and Management, General
Diageo May 2011 - Present
DIAGEO, PLC September 2003 - May 2011
Diageo April 2002 - September 2003
RENAISSANCE CRUISES, Inc March 2000 - September 2001
PRUDENTIAL FINANCIAL SERVICES December 2000 - March 2001
Skills
Budgets, Forecasting, P&L Management, Cross-functional Team..., Analysis, Alcoholic Beverages, Management, Strategy, Brand Management, Sales, Trade Marketing, Pricing, SAP, Sales Management, Market Planning, Financial Reporting
Education
Florida Atlantic University 2001 — 2005
Masters in Accounting, Business Administration; Accounting, 3.5
Florida International University 1995 — 1999
Bachelors, Accounting and Finance
Miami Dade College 1992 — 1994
Associate of Arts (A.A.), Business Administration and Management, General
Sarah Harrell Sarah Harrell's Prudential Financial Services Experience April 2004 - March 2005
Job Entrepreneur
Industry Financial Services
Experience
ASAP Signature Service April 2011 - Present
ING Insurance July 2008 - May 2009
MetLife May 2006 - June 2008
Sertoma Centre February 1997 - May 2006
Prudential Financial Services April 2004 - March 2005
Calumet City School District November 2000 - March 2004
CARC May 1993 - February 2000
Ada S July 1988 - November 1995
Skills
Finance, Financial Services, Leadership, Management, Managerial Finance, Marketing, Sales, Training
Education
Saint Xavier University 2007 — 2008
CFP Courses, Financial Services
Chicago State University 1990 — 1996
Bachelors of Arts, Business Management
Worsham College 1989 — 1991
Mortuary Science Diploma, Mortuary Science
ASAP Signature Service April 2011 - Present
ING Insurance July 2008 - May 2009
MetLife May 2006 - June 2008
Sertoma Centre February 1997 - May 2006
Prudential Financial Services April 2004 - March 2005
Calumet City School District November 2000 - March 2004
CARC May 1993 - February 2000
Ada S July 1988 - November 1995
Skills
Finance, Financial Services, Leadership, Management, Managerial Finance, Marketing, Sales, Training
Education
Saint Xavier University 2007 — 2008
CFP Courses, Financial Services
Chicago State University 1990 — 1996
Bachelors of Arts, Business Management
Worsham College 1989 — 1991
Mortuary Science Diploma, Mortuary Science
Maura Coakley Maura Coakley's Prudential Financial Services Experience 1989 - 1996
Job Senior Major Gifts Officer at Boston University School of Medicine
Industry Fund-Raising
Experience
Boston College 2006 - 2013
e-Dialog 2002 - 2006
BeNOW 1996 - 2001
Prudential Financial Services 1989 - 1996
Fairfield University 1986 - 1989
Skills
Fundraising, Strategy, Capital Giving, Nonprofits, Alumni Relations, Higher Education, Business Development, Healthcare, Charitable Gift Planning, Relationship Management, Sales, Corporate Relations, Public Speaking, Recruiting, Long-term Customer..., Stewardship, Philanthropy, Event Management, Proposal Writing, Email Marketing, Direct Marketing, Public Relations, Consulting, Donor Management, Creative Problem Solving, Bequests, Research Funding
Education
Fairfield University
Master of Arts (MA), Communication
Fairfield University
Bachelor of Arts (BA), English
Bentley University
Professional Certificate Program, Direct Marketing
Boston College 2006 - 2013
e-Dialog 2002 - 2006
BeNOW 1996 - 2001
Prudential Financial Services 1989 - 1996
Fairfield University 1986 - 1989
Skills
Fundraising, Strategy, Capital Giving, Nonprofits, Alumni Relations, Higher Education, Business Development, Healthcare, Charitable Gift Planning, Relationship Management, Sales, Corporate Relations, Public Speaking, Recruiting, Long-term Customer..., Stewardship, Philanthropy, Event Management, Proposal Writing, Email Marketing, Direct Marketing, Public Relations, Consulting, Donor Management, Creative Problem Solving, Bequests, Research Funding
Education
Fairfield University
Master of Arts (MA), Communication
Fairfield University
Bachelor of Arts (BA), English
Bentley University
Professional Certificate Program, Direct Marketing
Sean Coffey Sean Coffey's Prudential Financial Services Experience March 1997 - April 2003
Job Revenue Accountant at Pitney Bowes Software
Industry Accounting
Experience
Pitney Bowes Software June 2015 - Present
Health Research Incorporated October 2014 - March 2015
Bridgewater Associates November 2012 - March 2014
Kevin M. Coffey LLC, Bankruptcy and Forensic November 2008 - November 2012
Kinetic Partners, LLC, (via Accountemps, a Robert Half Company) June 2012 - July 2012
EisnerAmper LLP November 2011 - February 2012
Integrity Energy, Inc April 2003 - June 2007
Prudential Financial Services March 1997 - April 2003
Skills
Accounting, QuickBooks, Financial Reporting, General Ledger, Account Reconciliation, Journal Entries, Auditing, Financial Statements, Financial Accounting, External Audit, Tax Returns, Income Tax, Peachtree, Accounts Payable
Education
University of Phoenix 2009 — 2010
Master's degree, Accountancy, 3.7
SUNY School of Energy 2007 — 2008
Solar Panel Installation Certificat
Baruch College - The City University of New York (CUNY) 2003 — 2005
Master's Courses, Management (2003
New York Institute of Finance (Technical Analysis) 1997 — 1997
Technical Analysis Training
Saint Michael's College 1994 — 1996
Bachelor of Arts (B.A.), Psychology, 3.0
Pitney Bowes Software June 2015 - Present
Health Research Incorporated October 2014 - March 2015
Bridgewater Associates November 2012 - March 2014
Kevin M. Coffey LLC, Bankruptcy and Forensic November 2008 - November 2012
Kinetic Partners, LLC, (via Accountemps, a Robert Half Company) June 2012 - July 2012
EisnerAmper LLP November 2011 - February 2012
Integrity Energy, Inc April 2003 - June 2007
Prudential Financial Services March 1997 - April 2003
Skills
Accounting, QuickBooks, Financial Reporting, General Ledger, Account Reconciliation, Journal Entries, Auditing, Financial Statements, Financial Accounting, External Audit, Tax Returns, Income Tax, Peachtree, Accounts Payable
Education
University of Phoenix 2009 — 2010
Master's degree, Accountancy, 3.7
SUNY School of Energy 2007 — 2008
Solar Panel Installation Certificat
Baruch College - The City University of New York (CUNY) 2003 — 2005
Master's Courses, Management (2003
New York Institute of Finance (Technical Analysis) 1997 — 1997
Technical Analysis Training
Saint Michael's College 1994 — 1996
Bachelor of Arts (B.A.), Psychology, 3.0
Mark Denay Mark Denay's Prudential Financial Services Experience July 1987 - December 1993
Job Financial Services Professional
Industry Financial Services
Experience
AHP Financial Services December 2011 - January 2013
AHP Financial Services November 2006 - December 2011
LaSalle Financial Services September 2005 - October 2006
Oppenheimer & Co., Inc. November 1996 - August 2005
The Franklin Life Insurance Company January 1994 - November 1996
Prudential Financial Services July 1987 - December 1993
Kirtland Community College January 1985 - June 1987
Skills
Public Speaking
Education
St. John Provincial Seminary 1980 — 1984
M.Div, 3.8
Aquinas College
B.A., Sociology
Central Michigan University
M.A., Counselor Education/School Counseling and Guidance Services
The University of Michigan
Ph.D. Cand., Administration of Colleges and Universities, 3.75
AHP Financial Services December 2011 - January 2013
AHP Financial Services November 2006 - December 2011
LaSalle Financial Services September 2005 - October 2006
Oppenheimer & Co., Inc. November 1996 - August 2005
The Franklin Life Insurance Company January 1994 - November 1996
Prudential Financial Services July 1987 - December 1993
Kirtland Community College January 1985 - June 1987
Skills
Public Speaking
Education
St. John Provincial Seminary 1980 — 1984
M.Div, 3.8
Aquinas College
B.A., Sociology
Central Michigan University
M.A., Counselor Education/School Counseling and Guidance Services
The University of Michigan
Ph.D. Cand., Administration of Colleges and Universities, 3.75
Donna Carouthers Donna Carouthers's Prudential Financial Services Experience 1995 - 2000
Job Manager
Industry Commercial Real Estate
Experience
DC Properties August 2003 - Present
Carouthers Cooling & Heating December 2001 - January 2013
USI Real Estate September 2000 - September 2001
Prudential Financial Services 1995 - 2000
AT&T/Lucent Technologies 1984 - 1995
Skills
Property Management, Strategic Planning, Contract Negotiation, Project Management, Tenant Representation, Lease Administration, Problem Resolution, Financial Management, Customer Relations, Move Management, Cost Reduction, Location Intelligence, Project Coordination, Vendor Relations, Procurement, Accounts Payable, Vendor Management, Sourcing Materials, Expediting, Contract Management, Inventory Management, Customer Service
Education
Lone Star College System
Business Administration and Management, General
Middlesex County College
Business Administration/Management
DC Properties August 2003 - Present
Carouthers Cooling & Heating December 2001 - January 2013
USI Real Estate September 2000 - September 2001
Prudential Financial Services 1995 - 2000
AT&T/Lucent Technologies 1984 - 1995
Skills
Property Management, Strategic Planning, Contract Negotiation, Project Management, Tenant Representation, Lease Administration, Problem Resolution, Financial Management, Customer Relations, Move Management, Cost Reduction, Location Intelligence, Project Coordination, Vendor Relations, Procurement, Accounts Payable, Vendor Management, Sourcing Materials, Expediting, Contract Management, Inventory Management, Customer Service
Education
Lone Star College System
Business Administration and Management, General
Middlesex County College
Business Administration/Management
Marlene McGill Marlene McGill's Prudential Financial Services Experience September 1998 - February 2002
Job Assistant to Chief Operating Officer at BNY Mellon Investment Management
Industry Financial Services
Experience
BNY Mellon Investment Management April 2015 - Present
Aspen Insurance January 2011 - April 2015
New York Life Investments March 2008 - November 2010
Subaqueous Services, Inc July 2005 - March 2008
Winter Park Construction (WPC) August 2003 - July 2005
Prudential Financial Services September 1998 - February 2002
Merrill Lynch & Company April 1995 - September 1998
Securities Research & Economies January 1995 - January 1997
Skills
Administrative..., Office Management, Leadership, Budgets, Time Management, Event Planning, Management, Marketing, Microsoft Excel, PowerPoint, CRM, Microsoft Office, Concur, Blackberry, Microsoft Word, Gatekeeper, Heavy Calendaring, Travel Management, Business Travel, Minutes, Administrative..., Travel Arrangements
Education
University of East London 1990 — 1992
Business Administration
Duff’s Business College
Associate Degree, Secretarial Science
BNY Mellon Investment Management April 2015 - Present
Aspen Insurance January 2011 - April 2015
New York Life Investments March 2008 - November 2010
Subaqueous Services, Inc July 2005 - March 2008
Winter Park Construction (WPC) August 2003 - July 2005
Prudential Financial Services September 1998 - February 2002
Merrill Lynch & Company April 1995 - September 1998
Securities Research & Economies January 1995 - January 1997
Skills
Administrative..., Office Management, Leadership, Budgets, Time Management, Event Planning, Management, Marketing, Microsoft Excel, PowerPoint, CRM, Microsoft Office, Concur, Blackberry, Microsoft Word, Gatekeeper, Heavy Calendaring, Travel Management, Business Travel, Minutes, Administrative..., Travel Arrangements
Education
University of East London 1990 — 1992
Business Administration
Duff’s Business College
Associate Degree, Secretarial Science
Deborah Stroman, Ph.D. CLU Deborah Stroman, Ph.D. CLU's Prudential Financial Services Experience 1987 - 1997
Job Professor & Program Director at UNC Chapel Hill
Industry Sports
Experience
University of North Carolina September 2007 - Present
Stroman Athletic & Asset Management 1997 - Present
Soulful Golf, Inc. 2001 - 2012
Leadership Howard County 2003 - 2007
NAWBO - Baltimore 2000 - 2003
Prudential Financial Services 1987 - 1997
Skills
Entrepreneurship, Leadership Development, Sports Management, Strategic Consulting, Writing, Marketing, Job Coaching, Event Planning, Leadership, Fundraising, Sports, Program Management, Public Speaking, Coaching, Nonprofits, Community Outreach, Sales, Event Management, Time Management, Social Media, Public Relations, Recruiting, Facebook, Social Networking, Social Media Marketing, Research, Higher Education, Sports Marketing, Teaching, Microsoft Office, Strategic Planning, Management, Mentoring, Customer Service
Education
Capella University 2003 — 2007
Ph.D., Business - Organization and Management, Specialization: Leadership
University of North Carolina at Chapel Hill 1984 — 1986
Master of Arts (M.A.), EXSS - Sport Administration
University of Virginia 1978 — 1982
B.S., History and Social Studies Education
University of North Carolina September 2007 - Present
Stroman Athletic & Asset Management 1997 - Present
Soulful Golf, Inc. 2001 - 2012
Leadership Howard County 2003 - 2007
NAWBO - Baltimore 2000 - 2003
Prudential Financial Services 1987 - 1997
Skills
Entrepreneurship, Leadership Development, Sports Management, Strategic Consulting, Writing, Marketing, Job Coaching, Event Planning, Leadership, Fundraising, Sports, Program Management, Public Speaking, Coaching, Nonprofits, Community Outreach, Sales, Event Management, Time Management, Social Media, Public Relations, Recruiting, Facebook, Social Networking, Social Media Marketing, Research, Higher Education, Sports Marketing, Teaching, Microsoft Office, Strategic Planning, Management, Mentoring, Customer Service
Education
Capella University 2003 — 2007
Ph.D., Business - Organization and Management, Specialization: Leadership
University of North Carolina at Chapel Hill 1984 — 1986
Master of Arts (M.A.), EXSS - Sport Administration
University of Virginia 1978 — 1982
B.S., History and Social Studies Education
Cyndi Middleton, MBA Cyndi Middleton, MBA's Prudential Financial Services Experience June 2011 - October 2012
Job Senior Program Manager
Industry Pharmaceuticals
Experience
Express Scripts April 2013 - Present
Dun & Bradstreet October 2012 - April 2013
Prudential Financial Services June 2011 - October 2012
BVI Financial Services Commission 2005 - June 2011
Philip Morris International January 2004 - November 2004
Concert Communications (AT&T / British Telecom / MCI strategic venture) 1997 - 2003
MCI (Verizon) 1990 - 1997
Skills
Mergers, Acquisition Integration, Program Management, International..., International Management, Turnaround Specialist, Project Management, Contract Negotiation, Contract Management, Divestitures, Strategic Planning, Cross-functional Team..., Change Management, Mergers & Acquisitions, Strategy, Management
Education
Villanova University
Masters Certificate, Six Sigma Green Belt
The Johns Hopkins University - Carey Business School
MBA, International Finance
Fairleigh Dickinson University
BS, Finance
Express Scripts April 2013 - Present
Dun & Bradstreet October 2012 - April 2013
Prudential Financial Services June 2011 - October 2012
BVI Financial Services Commission 2005 - June 2011
Philip Morris International January 2004 - November 2004
Concert Communications (AT&T / British Telecom / MCI strategic venture) 1997 - 2003
MCI (Verizon) 1990 - 1997
Skills
Mergers, Acquisition Integration, Program Management, International..., International Management, Turnaround Specialist, Project Management, Contract Negotiation, Contract Management, Divestitures, Strategic Planning, Cross-functional Team..., Change Management, Mergers & Acquisitions, Strategy, Management
Education
Villanova University
Masters Certificate, Six Sigma Green Belt
The Johns Hopkins University - Carey Business School
MBA, International Finance
Fairleigh Dickinson University
BS, Finance
Kirk Ballard Kirk Ballard's Prudential Financial Services Experience 1980 - 2000
Job President at Mooresville South Iredell Chamber of Commerce
Industry Real Estate
Experience
Mooresville South Iredell Chamber of Commerce October 2011 - Present
Allen Tate Realtors January 2000 - Present
Prudential Financial Services 1980 - 2000
Cleveland Metal Abrasives 1973 - 1979
Skills
First Time Home Buyers, Sellers, Real Estate, Buyer Representation, Investment Properties, Residential Homes, New Home Sales, Relocation, Single Family Homes, Listings, Short Sales, Foreclosures, REO, Condos, Townhomes, Marketing, Selling, Investors, Seniors, Small Business, Buyers, Real Estate Transactions, FHA, Property Management, Sales
Education
Bowling Green State University
Bachelor of Fine Arts (BFA), Elementary Education and Teaching
Maumee High School
Mooresville South Iredell Chamber of Commerce October 2011 - Present
Allen Tate Realtors January 2000 - Present
Prudential Financial Services 1980 - 2000
Cleveland Metal Abrasives 1973 - 1979
Skills
First Time Home Buyers, Sellers, Real Estate, Buyer Representation, Investment Properties, Residential Homes, New Home Sales, Relocation, Single Family Homes, Listings, Short Sales, Foreclosures, REO, Condos, Townhomes, Marketing, Selling, Investors, Seniors, Small Business, Buyers, Real Estate Transactions, FHA, Property Management, Sales
Education
Bowling Green State University
Bachelor of Fine Arts (BFA), Elementary Education and Teaching
Maumee High School
Robert Magart Robert Magart's Prudential Financial Services Experience January 1987 - January 1988
Job Transportation Specialist at Cascade County Aging Services
Industry Health, Wellness and Fitness
Experience
Cascade County Aging Services May 2013 - Present
TEG State School and Library Sales October 1990 - January 2014
Jenkins High School August 1979 - June 1988
Prudential Financial Services January 1987 - January 1988
Boise Cascade Company October 1977 - September 1979
Skills
Teamwork, Databases, Teaching Adults, Leadership, Nonprofits, Event Planning, Community Outreach, Training, Social Media Marketing, Microsoft Office, Leadership Development, Budgets, Program Management, Public Relations, Marketing Communications, Account Management, Advertising, Organizational..., Microsoft Excel, Team Leadership
Education
Gonzaga University 1979 — 1984
Masters, School Administration
Gonzaga University 1973 — 1979
BA - History, Minor in English
Central Washington University 1980 — 1982
History, English
Bread Loaf School of English 1986 — 1986
None, Writing, Acting
Cascade County Aging Services May 2013 - Present
TEG State School and Library Sales October 1990 - January 2014
Jenkins High School August 1979 - June 1988
Prudential Financial Services January 1987 - January 1988
Boise Cascade Company October 1977 - September 1979
Skills
Teamwork, Databases, Teaching Adults, Leadership, Nonprofits, Event Planning, Community Outreach, Training, Social Media Marketing, Microsoft Office, Leadership Development, Budgets, Program Management, Public Relations, Marketing Communications, Account Management, Advertising, Organizational..., Microsoft Excel, Team Leadership
Education
Gonzaga University 1979 — 1984
Masters, School Administration
Gonzaga University 1973 — 1979
BA - History, Minor in English
Central Washington University 1980 — 1982
History, English
Bread Loaf School of English 1986 — 1986
None, Writing, Acting
Thomas Isaacson's Prudential Financial Services Experience 1997 - 1998
Job Marketing and Product Development Professional
Industry Design
Experience
Smart Design 2005 - 2014
InHealth Tech 2002 - 2004
Helix Medical LLC 1998 - 2004
TRW 2001 - 2001
California Polytechnic State University 1998 - 1999
Prudential Financial Services 1997 - 1998
Patagonia 1990 - 1990
Skills
Marketing, Design Strategy, Design Thinking, Product Development, Product Design, Product Innovation, Strategy, Cross-functional Team..., Marketing Operations, Integrated Marketing, Market Research, Project Management, Marketing Strategy, User Experience, Creative Direction, Concept Development, Corporate Branding, Brand Development, Branding & Identity, Industrial Design, Product Management, Interaction Design, Medical Devices, Packaging, Consumer Electronics
Education
NYU 2012 — 2014
Certificate in Digital Marketing, Marketing and Public Relations
California Polytechnic State University-San Luis Obispo 1996 — 2002
BS, Industrial Technology
Danish Institute for Study Abroad (DiS) 1999 — 2000
International Business Program
Midland School 1992 — 1996
Smart Design 2005 - 2014
InHealth Tech 2002 - 2004
Helix Medical LLC 1998 - 2004
TRW 2001 - 2001
California Polytechnic State University 1998 - 1999
Prudential Financial Services 1997 - 1998
Patagonia 1990 - 1990
Skills
Marketing, Design Strategy, Design Thinking, Product Development, Product Design, Product Innovation, Strategy, Cross-functional Team..., Marketing Operations, Integrated Marketing, Market Research, Project Management, Marketing Strategy, User Experience, Creative Direction, Concept Development, Corporate Branding, Brand Development, Branding & Identity, Industrial Design, Product Management, Interaction Design, Medical Devices, Packaging, Consumer Electronics
Education
NYU 2012 — 2014
Certificate in Digital Marketing, Marketing and Public Relations
California Polytechnic State University-San Luis Obispo 1996 — 2002
BS, Industrial Technology
Danish Institute for Study Abroad (DiS) 1999 — 2000
International Business Program
Midland School 1992 — 1996
Randy Kossler Randy Kossler's Prudential Financial Services Experience April 1993 - November 1994
Job Program/Project Manager
Industry Security and Investigations
Experience
Niscayah March 2010 - March 2011
Priority One Security October 2007 - January 2009
MultiMedia Technologies June 2003 - October 2007
Lifestyle Technologies April 2001 - June 2003
SafeGuard Security November 1994 - April 2001
Prudential Financial Services April 1993 - November 1994
United Parcel Service September 1973 - October 1992
Skills
Security, Management
Education
Ramapo College of New Jersey 1973 — 1977
BA, Environmental Studies
Niscayah March 2010 - March 2011
Priority One Security October 2007 - January 2009
MultiMedia Technologies June 2003 - October 2007
Lifestyle Technologies April 2001 - June 2003
SafeGuard Security November 1994 - April 2001
Prudential Financial Services April 1993 - November 1994
United Parcel Service September 1973 - October 1992
Skills
Security, Management
Education
Ramapo College of New Jersey 1973 — 1977
BA, Environmental Studies
richard Greenberg richard Greenberg's Prudential Financial Services Experience January 1997 - January 1998
Job Trading Manager at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services January 2014 - Present
ADP March 2012 - December 2013
ADP, Inc February 2006 - January 2012
ADP, Inc January 2005 - January 2006
ADP, Inc February 2000 - December 2005
CONSECO FINANCIAL SERVICES January 1999 - December 1999
CITISTREET COPELAND COMPANIES January 1998 - January 1999
Prudential Financial Services January 1997 - January 1998
Skills
Management, Investments, Leadership, Mutual Funds, Financial Services, Process Improvement, Finance, Training, Accounting, 401k, Project Management, Mergers, Trading, Business Development, Variance Analysis, Employee Benefits, Marketing, Financial Planning
Education
Monmouth University 1992 — 1996
B.A, Business Adm. (Marketing)
Hanover Park 1988 — 1992
Pentegra Retirement Services January 2014 - Present
ADP March 2012 - December 2013
ADP, Inc February 2006 - January 2012
ADP, Inc January 2005 - January 2006
ADP, Inc February 2000 - December 2005
CONSECO FINANCIAL SERVICES January 1999 - December 1999
CITISTREET COPELAND COMPANIES January 1998 - January 1999
Prudential Financial Services January 1997 - January 1998
Skills
Management, Investments, Leadership, Mutual Funds, Financial Services, Process Improvement, Finance, Training, Accounting, 401k, Project Management, Mergers, Trading, Business Development, Variance Analysis, Employee Benefits, Marketing, Financial Planning
Education
Monmouth University 1992 — 1996
B.A, Business Adm. (Marketing)
Hanover Park 1988 — 1992
Frances Harkins, CFP®, AIF®'s Prudential Financial Services Experience 2000 - 2001
Job CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®
Industry Financial Services
Experience
North Capital, Inc. May 2013 - Present
Grossman Financial Management June 2001 - May 2013
Prudential Financial Services 2000 - 2001
OTS, US Treasury Department 1986 - 1994
Bank of America 1983 - 1986
Skills
Asset Management, Small Business, Investments, Financial Planning, Wealth Management, Retirement Planning, Portfolio Management, Asset Allocation, Mutual Funds, Retirement, Economics, Investment Advisory, Insurance, Risk Management, Financial Analysis, Pensions, Wealth, Fixed Income, Asset, Bonds, IRA's, High Net Worth..., Tax, Strategic Financial..., Investment Management, Financial Advisory, Finance, Alternative Investments, Financial Planners, Financial Services, Equities, Estate Planning
Education
University of California, Santa Barbara 1981 — 1983
MA, Economics
Universidad Autonoma de Nuevo Leon, Monterrey, Mexico 1981 — 1982
Economics
University of California, Santa Barbara 1977 — 1981
BA, Business Economics
Universidad Complutense de Madrid 1979 — 1980
Spanish
North Capital, Inc. May 2013 - Present
Grossman Financial Management June 2001 - May 2013
Prudential Financial Services 2000 - 2001
OTS, US Treasury Department 1986 - 1994
Bank of America 1983 - 1986
Skills
Asset Management, Small Business, Investments, Financial Planning, Wealth Management, Retirement Planning, Portfolio Management, Asset Allocation, Mutual Funds, Retirement, Economics, Investment Advisory, Insurance, Risk Management, Financial Analysis, Pensions, Wealth, Fixed Income, Asset, Bonds, IRA's, High Net Worth..., Tax, Strategic Financial..., Investment Management, Financial Advisory, Finance, Alternative Investments, Financial Planners, Financial Services, Equities, Estate Planning
Education
University of California, Santa Barbara 1981 — 1983
MA, Economics
Universidad Autonoma de Nuevo Leon, Monterrey, Mexico 1981 — 1982
Economics
University of California, Santa Barbara 1977 — 1981
BA, Business Economics
Universidad Complutense de Madrid 1979 — 1980
Spanish
Christine Coffey-Puccini Christine Coffey-Puccini's Prudential Financial Services Experience March 1986 - September 1986
Job Property Management
Industry Real Estate
Experience
Lipnosky Real Estate, LLC January 2013 - Present
East Blithedale Associates January 1994 - Present
EAST BLITHEDALE ASSOCIATES/PACIFIC GENERAL SERVICES January 1994 - Present
NO BARRIERS USA June 2006 - July 2007
THE SHORENSTEIN COMPANY January 1989 - June 1993
L.F. ROTHSCHILD January 1987 - September 1988
Pacific Placement Group September 1986 - January 1987
PRUDENTIAL FINANCIAL SERVICES March 1986 - September 1986
UNO RESTAURANT AND BAR August 1984 - March 1986
Skills
Real Estate, Rentals, Apartments, Property Management, Account Management, Tenancy Management, Commercial Management, Project Management, Tenant, Property, Management, Marketing, Volunteer Management, Short Sales, Real Estate Transactions, Leases
Education
University of California 1980 — 1984
B.A, Economics
University of California, Los Angeles 1980 — 1984
B.A., Economics
Lipnosky Real Estate, LLC January 2013 - Present
East Blithedale Associates January 1994 - Present
EAST BLITHEDALE ASSOCIATES/PACIFIC GENERAL SERVICES January 1994 - Present
NO BARRIERS USA June 2006 - July 2007
THE SHORENSTEIN COMPANY January 1989 - June 1993
L.F. ROTHSCHILD January 1987 - September 1988
Pacific Placement Group September 1986 - January 1987
PRUDENTIAL FINANCIAL SERVICES March 1986 - September 1986
UNO RESTAURANT AND BAR August 1984 - March 1986
Skills
Real Estate, Rentals, Apartments, Property Management, Account Management, Tenancy Management, Commercial Management, Project Management, Tenant, Property, Management, Marketing, Volunteer Management, Short Sales, Real Estate Transactions, Leases
Education
University of California 1980 — 1984
B.A, Economics
University of California, Los Angeles 1980 — 1984
B.A., Economics
Dawn Ribe Dawn Ribe's Prudential Financial Services Experience 1991 - 1993
Job Administrative Assistant at UAB Department of Physics
Industry Marketing and Advertising
Experience
UAB Department of Physics 2012 - Present
UAB School of Dentistry 2012 - 2013
Freedom Financial Group December 2011 - May 2012
Publisher, Promotion and Fulfillment (PPF), a division of EBSCO Industries, Inc. 2007 - 2011
Motion Industries 2004 - 2007
High Cotton USA 2003 - 2004
Cahaba Girl Scout Council 1999 - 2003
Cahaba Girl Scout Council 1994 - 1999
Prudential Financial Services 1991 - 1993
Jefferson Federal Savings and Loan Association 1987 - 1991
Skills
Direct Mail, Press Releases, Newsletters, Advertising, Email Marketing, Publications, Media Relations, Public Relations, Event Planning, Marketing, SEO, Budgets, Event Management, Public Speaking, Sales, Training, Editing, Social Media, Direct Marketing, Social Media Marketing
Education
American Institute of Banking-Jefferson State University
Finance; General Banking, Consumer and Commercial Lending Diplomas
University of Alabama at Birmingham
Major - Business Management; Minors - Music and Psychology
UAB Department of Physics 2012 - Present
UAB School of Dentistry 2012 - 2013
Freedom Financial Group December 2011 - May 2012
Publisher, Promotion and Fulfillment (PPF), a division of EBSCO Industries, Inc. 2007 - 2011
Motion Industries 2004 - 2007
High Cotton USA 2003 - 2004
Cahaba Girl Scout Council 1999 - 2003
Cahaba Girl Scout Council 1994 - 1999
Prudential Financial Services 1991 - 1993
Jefferson Federal Savings and Loan Association 1987 - 1991
Skills
Direct Mail, Press Releases, Newsletters, Advertising, Email Marketing, Publications, Media Relations, Public Relations, Event Planning, Marketing, SEO, Budgets, Event Management, Public Speaking, Sales, Training, Editing, Social Media, Direct Marketing, Social Media Marketing
Education
American Institute of Banking-Jefferson State University
Finance; General Banking, Consumer and Commercial Lending Diplomas
University of Alabama at Birmingham
Major - Business Management; Minors - Music and Psychology
Marlene Rose-Clarke's Prudential Financial Services Experience April 2006 - June 2008
Job Sales and Customer Service Professional
Industry Consumer Services
Experience
Chubb & Son Federal Insurance Co. September 2011 - Present
Jones Apparel Group October 2008 - April 2011
Prudential Financial Services April 2006 - June 2008
Starwood Hotels & Resorts Worldwide, Inc August 2000 - December 2005
Healthnet February 1996 - July 2000
Sprint Communications October 1990 - January 1996
USA Today, Mirabella Magazine, Stamford Advocate May 1982 - September 1990
Skills
Training, Call Centers, Management, Customer Service, Customer Satisfaction, Customer Experience, E-commerce, Coaching, Quality Assurance, Retail, Hiring, Performance Management, Call Center, Non-fiction Writer, Hospitality, Published Author, Leadership, Sales, Sales Management
Education
Fairfield University 2007 — 2009
Masters, Communications
Cornell University
Certificates, Human Resources and Hotel Management
Howard University
Bachelors, Business Administration
Chubb & Son Federal Insurance Co. September 2011 - Present
Jones Apparel Group October 2008 - April 2011
Prudential Financial Services April 2006 - June 2008
Starwood Hotels & Resorts Worldwide, Inc August 2000 - December 2005
Healthnet February 1996 - July 2000
Sprint Communications October 1990 - January 1996
USA Today, Mirabella Magazine, Stamford Advocate May 1982 - September 1990
Skills
Training, Call Centers, Management, Customer Service, Customer Satisfaction, Customer Experience, E-commerce, Coaching, Quality Assurance, Retail, Hiring, Performance Management, Call Center, Non-fiction Writer, Hospitality, Published Author, Leadership, Sales, Sales Management
Education
Fairfield University 2007 — 2009
Masters, Communications
Cornell University
Certificates, Human Resources and Hotel Management
Howard University
Bachelors, Business Administration
Michael A. Machado, LUTCF, CLTC's Prudential Financial Services Experience November 2005 - July 2007
Job Experienced Agency Manager/Recruiting Director
Industry Financial Services
Experience
ACSIA Partners June 2010 - Present
Machado & Associates January 2009 - Present
BANKERS CONSECO LIFE INSURANCE COMPANY July 2007 - January 2009
Prudential Financial Services November 2005 - July 2007
NEW YORK LIFE INSURANCE CORPORATION March 2003 - November 2005
Tri-State Financial/Provident Mutual January 2001 - November 2002
PRUDENTIAL INDIVIDUAL FINANCIAL SERVICES June 2000 - January 2001
COMBINED LIFE INSURANCE CO January 1999 - June 2000
Skills
Recruitment/Retention, Marketing Strategy, Long Term Care, Employee Benefits, Compliance, Insurance, New Business Development, Retirement Planning, Disability Insurance, Annuities, Fixed Annuities, Life Insurance, Recruiting, Long Term Care Insurance, Health Insurance, Retirement, Series 63, Series 6, Sales, Leadership, Employee Training, Term Life Insurance, Management, Small Business, Training, Sales Management, Finance, Financial Planners, Medicare, Estate Planning, Long-term Care, Brokers, Business Development, Financial Advisory, Financial Planning, Financial Services, 401k, Underwriting, Investments, Marketing, Mutual Funds, Strategic Planning, Team Building, Public Speaking, Whole Life, Coaching, Sales Presentations
Education
Columbia University in the City of New York 1977 — 1980
MEd., Higher Education Administration
University of Connecticut 1974 — 1976
MA, Personnel Administration/Counseling Psychology
College of the Holy Cross 1970 — 1974
AB, Psychology & History, Education Minor
ACSIA Partners June 2010 - Present
Machado & Associates January 2009 - Present
BANKERS CONSECO LIFE INSURANCE COMPANY July 2007 - January 2009
Prudential Financial Services November 2005 - July 2007
NEW YORK LIFE INSURANCE CORPORATION March 2003 - November 2005
Tri-State Financial/Provident Mutual January 2001 - November 2002
PRUDENTIAL INDIVIDUAL FINANCIAL SERVICES June 2000 - January 2001
COMBINED LIFE INSURANCE CO January 1999 - June 2000
Skills
Recruitment/Retention, Marketing Strategy, Long Term Care, Employee Benefits, Compliance, Insurance, New Business Development, Retirement Planning, Disability Insurance, Annuities, Fixed Annuities, Life Insurance, Recruiting, Long Term Care Insurance, Health Insurance, Retirement, Series 63, Series 6, Sales, Leadership, Employee Training, Term Life Insurance, Management, Small Business, Training, Sales Management, Finance, Financial Planners, Medicare, Estate Planning, Long-term Care, Brokers, Business Development, Financial Advisory, Financial Planning, Financial Services, 401k, Underwriting, Investments, Marketing, Mutual Funds, Strategic Planning, Team Building, Public Speaking, Whole Life, Coaching, Sales Presentations
Education
Columbia University in the City of New York 1977 — 1980
MEd., Higher Education Administration
University of Connecticut 1974 — 1976
MA, Personnel Administration/Counseling Psychology
College of the Holy Cross 1970 — 1974
AB, Psychology & History, Education Minor
Leonel A. Torrejon, CICP, ICCE, C.C.'s Prudential Financial Services Experience March 1992 - December 1997
Job Credit & A/R Manager, Credit Risk Management
Industry Financial Services
Experience
Leonel A. Torrejon, CICP, ICCE, CC February 2013 - Present
NACM-FCIB and D&B Advisory Council 2013 - 2014
OfficeMax Inc December 2006 - January 2013
BP September 2004 - December 2006
Tellabs May 2001 - September 2003
General Binding Corporation May 1997 - December 2000
Prudential Financial Services March 1992 - December 1997
Skills
Credit Risk, Financial Analysis, Credit, Risk Management, Mentoring, Cash Flow, Risk Assessment, Credit Analysis, Management, Financial Reporting, Portfolio Management, Internal Controls, Finance, Accounting, Analysis, Sarbanes-Oxley Act, Strategy, Auditing, Training, Leadership, Accounts Receivable, SAP, Team Management, Access, ERP, Managerial Finance, Negotiation, Financial Risk, Process Improvement, Forecasting, Cash Management, Payments, Financial Modeling, Corporate Finance, Business Development, Account Reconciliation, Banking, Strategic Financial..., JD Edwards, Internal Audit, Executive Management, Business Process..., Sarbanes-Oxley, Budgets, Mergers & Acquisitions, Business Planning, Sales, General Ledger, Team Building, Financial Accounting
Education
NACM - FCIB 2009 — 2011
CICP, ICCE, International Credit Management
Toastmasters International 2009 — 2011
Competent Communicator, C.C, Public Speaking and Communications
University of Notre Dame - Mendoza College of Business 2008 — 2008
Executive Education, Economics
Almeda College and University 2001 — 2002
BA, Finance
Leonel A. Torrejon, CICP, ICCE, CC February 2013 - Present
NACM-FCIB and D&B Advisory Council 2013 - 2014
OfficeMax Inc December 2006 - January 2013
BP September 2004 - December 2006
Tellabs May 2001 - September 2003
General Binding Corporation May 1997 - December 2000
Prudential Financial Services March 1992 - December 1997
Skills
Credit Risk, Financial Analysis, Credit, Risk Management, Mentoring, Cash Flow, Risk Assessment, Credit Analysis, Management, Financial Reporting, Portfolio Management, Internal Controls, Finance, Accounting, Analysis, Sarbanes-Oxley Act, Strategy, Auditing, Training, Leadership, Accounts Receivable, SAP, Team Management, Access, ERP, Managerial Finance, Negotiation, Financial Risk, Process Improvement, Forecasting, Cash Management, Payments, Financial Modeling, Corporate Finance, Business Development, Account Reconciliation, Banking, Strategic Financial..., JD Edwards, Internal Audit, Executive Management, Business Process..., Sarbanes-Oxley, Budgets, Mergers & Acquisitions, Business Planning, Sales, General Ledger, Team Building, Financial Accounting
Education
NACM - FCIB 2009 — 2011
CICP, ICCE, International Credit Management
Toastmasters International 2009 — 2011
Competent Communicator, C.C, Public Speaking and Communications
University of Notre Dame - Mendoza College of Business 2008 — 2008
Executive Education, Economics
Almeda College and University 2001 — 2002
BA, Finance
Laurie Sadowski Laurie Sadowski's Prudential Financial Services Experience January 1998 - January 2001
Job Operational Risk Consultant, Wells Fargo
Industry Insurance
Experience
Wells Fargo August 2015 - Present
Prometric January 2008 - August 2015
Prometric February 2002 - January 2008
Zenith Administrators January 2001 - January 2002
Prudential Financial Services January 1998 - January 2001
Prudential Financial Services January 1997 - January 1998
Prudential Financial Services January 1995 - January 1997
Skills
Auditing, Analysis, Process Improvement, Budgets, Change Management, Non-profits, Training, Strategic Planning, Microsoft Excel, Coaching, Microsoft Office, Research, Program Management, Leadership, Outlook, Business Analysis, Microsoft Word, Nonprofits, System Administration, Management, CRM, Administration, Software Documentation
Education
Augsburg College 1997 — 2000
BA, History, Education, Native American Studies
New Richmond High School
Wells Fargo August 2015 - Present
Prometric January 2008 - August 2015
Prometric February 2002 - January 2008
Zenith Administrators January 2001 - January 2002
Prudential Financial Services January 1998 - January 2001
Prudential Financial Services January 1997 - January 1998
Prudential Financial Services January 1995 - January 1997
Skills
Auditing, Analysis, Process Improvement, Budgets, Change Management, Non-profits, Training, Strategic Planning, Microsoft Excel, Coaching, Microsoft Office, Research, Program Management, Leadership, Outlook, Business Analysis, Microsoft Word, Nonprofits, System Administration, Management, CRM, Administration, Software Documentation
Education
Augsburg College 1997 — 2000
BA, History, Education, Native American Studies
New Richmond High School
Joe Dematteo's Prudential Financial Services Experience April 1990 - December 1993
Job Experienced Sales Professional * Business Strategy and Development * Sales Training * Client Retention
Industry Real Estate
Experience
Audi of Charlotte January 2014 - June 2015
Joe D's Mobile Catering November 2007 - December 2013
Park's Chevrolet December 2006 - November 2007
Barton Birks Chevrolet Cadillac January 1997 - November 2006
Prudential Financial Services April 1990 - December 1993
Skills
Sales, Sales Management, Sales Operations, Sales Process, Client Relations, Client Services, Client Presentation, Training, New Business Development, Business Strategy, Small Business, Computer Proficiency, Microsoft Office, Construction, Construction Management, Managerial Finance, Problem Solving, Team Building, Team Leadership, Team Problem Solving, Management, Photoshop, Leadership, Teaching, English, Outlook
Education
City University of New York-Herbert H. Lehman College 1985 — 1989
Business Administration and Management, General
Audi of Charlotte January 2014 - June 2015
Joe D's Mobile Catering November 2007 - December 2013
Park's Chevrolet December 2006 - November 2007
Barton Birks Chevrolet Cadillac January 1997 - November 2006
Prudential Financial Services April 1990 - December 1993
Skills
Sales, Sales Management, Sales Operations, Sales Process, Client Relations, Client Services, Client Presentation, Training, New Business Development, Business Strategy, Small Business, Computer Proficiency, Microsoft Office, Construction, Construction Management, Managerial Finance, Problem Solving, Team Building, Team Leadership, Team Problem Solving, Management, Photoshop, Leadership, Teaching, English, Outlook
Education
City University of New York-Herbert H. Lehman College 1985 — 1989
Business Administration and Management, General
Margaret Green Margaret Green's Prudential Financial Services Experience March 1986 - February 1993
Job Executive Recruiter & Staffing Partner, I match highly qualified candidates with great companies & opportunities!
Industry Staffing and Recruiting
Experience
SRA, Susan Russo & Associates, http://www.srajobs.com November 2002 - Present
Accountants Plus, Nelson Staffing Solutions September 1995 - July 2002
Prudential Financial Services March 1986 - February 1993
Skills
Talent Acquisition, Recruiting, Sourcing, Screening, Interviews, Employee Benefits, Human Resources, Internet Recruiting, Executive Search, Negotiation, Business Development, New Hire Orientations, Cold Calling, College Recruiting, Applicant Tracking..., Staffing Services, Training, Hiring, Job Descriptions, Resume Writing, Contract Recruitment, Onboarding, Technical Recruiting, Social Networking, Solution Selling, Email Marketing, Benefits Negotiation, Networking, Employer Branding, Sales Presentations, Employee Relations, Talent Management, Job Coaching, Consultative Approach, Workforce Planning, Deferred Compensation, HR Consulting, Customer Retention, Candidate coaching, Customer Satisfaction, Succession Planning, Employee Engagement, Career Counseling, Building Relationships
Education
Oregon State University
B.S., Institution Mgmt, Marketing
Purdue University
SRA, Susan Russo & Associates, http://www.srajobs.com November 2002 - Present
Accountants Plus, Nelson Staffing Solutions September 1995 - July 2002
Prudential Financial Services March 1986 - February 1993
Skills
Talent Acquisition, Recruiting, Sourcing, Screening, Interviews, Employee Benefits, Human Resources, Internet Recruiting, Executive Search, Negotiation, Business Development, New Hire Orientations, Cold Calling, College Recruiting, Applicant Tracking..., Staffing Services, Training, Hiring, Job Descriptions, Resume Writing, Contract Recruitment, Onboarding, Technical Recruiting, Social Networking, Solution Selling, Email Marketing, Benefits Negotiation, Networking, Employer Branding, Sales Presentations, Employee Relations, Talent Management, Job Coaching, Consultative Approach, Workforce Planning, Deferred Compensation, HR Consulting, Customer Retention, Candidate coaching, Customer Satisfaction, Succession Planning, Employee Engagement, Career Counseling, Building Relationships
Education
Oregon State University
B.S., Institution Mgmt, Marketing
Purdue University
Rachel (Wei) West Rachel (Wei) West's Prudential Financial Services Experience July 1997 - October 1999
Job Strategy Consultant Cloud/IT Transformation at EMC
Industry Management Consulting
Experience
EMC March 2015 - Present
InfoAlliance Consulting LLC March 2009 - Present
EMC October 2007 - February 2015
BusinessEdge Solutions, Inc July 2004 - September 2007
Putnam Investments November 1999 - July 2004
Prudential Financial Services July 1997 - October 1999
Sheng Long Investment and Trust Company September 1992 - June 1995
Education
Harvard University 2009 — 2009
Executive Education Program
Babson College
Corporate Executive Program
Nanjing University
Bachelor of Arts (B.A.)
University of Massachusetts at Lowell
MBA
EMC March 2015 - Present
InfoAlliance Consulting LLC March 2009 - Present
EMC October 2007 - February 2015
BusinessEdge Solutions, Inc July 2004 - September 2007
Putnam Investments November 1999 - July 2004
Prudential Financial Services July 1997 - October 1999
Sheng Long Investment and Trust Company September 1992 - June 1995
Education
Harvard University 2009 — 2009
Executive Education Program
Babson College
Corporate Executive Program
Nanjing University
Bachelor of Arts (B.A.)
University of Massachusetts at Lowell
MBA
Cy Denn Cy Denn's Prudential Financial Services Experience November 1989 - February 1995
Job AARP Volunteer Legislative Advocate and Veteran Affairs Legislative Advocate
Industry Financial Services
Experience
FarmAmerica (Minnesota Agriculture Interpretive Center - MAIC) May 2010 - Present
AARP & Veteran Affairs Legislative Advocate January 2007 - Present
MSU & Mayo Clinic Foundations Philanthropist September 2006 - Present
State and Federal Legislative issues... January 2003 - Present
Retired July 2000 - 2015
MetLife February 1995 - June 2000
Prudential Financial Services November 1989 - February 1995
Minnesota State University, Mankato (MSU) September 1971 - May 1982
Skills
Organizational..., Direct Marketing, Sales Management, Retirement, Disability Insurance, Retirement Planning, Estate Planning, Financial Planning, Annuities, Employee Benefits, Insurance, Wealth Management, Business Planning, Asset Management, Mutual Funds, Public Speaking, Insurance Planning, Succession Planning, Small Business, Portfolio Management, New Business Development, IRA's, Budgeting, Term Life Insurance, 401k, Fundraising, Investment Advisory, Asset Allocation, Business Strategy, Health Insurance, Trusts, Group Benefits, Pensions, Financial Analysis, Retirement Income..., Mentoring, Customer Service, Risk Management, Charitable Giving, Long-term Care, Healthcare, Wealth Accumulation, Critical Illness, Financial Advisory, Credit, Life Insurance, Financial Services, Finance, Strategic Financial..., Sales
Education
The American College 1977 — 1993
Finnancial Planning, Finance
Minnesota State University, Mankato 1971 — 1977
B.S, Business Administration; Finance concentration
U.S. Army Security Agency (ASA) 1968 — 1971
non-Morse Communications Analysis, A538 Special Activities, Military Intelligence 5/28/1968-4/8/1971
FarmAmerica (Minnesota Agriculture Interpretive Center - MAIC) May 2010 - Present
AARP & Veteran Affairs Legislative Advocate January 2007 - Present
MSU & Mayo Clinic Foundations Philanthropist September 2006 - Present
State and Federal Legislative issues... January 2003 - Present
Retired July 2000 - 2015
MetLife February 1995 - June 2000
Prudential Financial Services November 1989 - February 1995
Minnesota State University, Mankato (MSU) September 1971 - May 1982
Skills
Organizational..., Direct Marketing, Sales Management, Retirement, Disability Insurance, Retirement Planning, Estate Planning, Financial Planning, Annuities, Employee Benefits, Insurance, Wealth Management, Business Planning, Asset Management, Mutual Funds, Public Speaking, Insurance Planning, Succession Planning, Small Business, Portfolio Management, New Business Development, IRA's, Budgeting, Term Life Insurance, 401k, Fundraising, Investment Advisory, Asset Allocation, Business Strategy, Health Insurance, Trusts, Group Benefits, Pensions, Financial Analysis, Retirement Income..., Mentoring, Customer Service, Risk Management, Charitable Giving, Long-term Care, Healthcare, Wealth Accumulation, Critical Illness, Financial Advisory, Credit, Life Insurance, Financial Services, Finance, Strategic Financial..., Sales
Education
The American College 1977 — 1993
Finnancial Planning, Finance
Minnesota State University, Mankato 1971 — 1977
B.S, Business Administration; Finance concentration
U.S. Army Security Agency (ASA) 1968 — 1971
non-Morse Communications Analysis, A538 Special Activities, Military Intelligence 5/28/1968-4/8/1971
Fabio Gomez Jr's Prudential Financial Services Experience February 2012 - Present
Job Financial Professional at Prudential
Industry Insurance
Experience
Prudential Financial Services February 2012 - Present
American General Life Companies is now part of the AIG Family! May 2011 - January 2012
1St Continental Mortgage September 2009 - May 2011
Sentrix Financial January 2009 - February 2011
Community Blood Centers of South Florida 2000 - 2002
Skills
Small Business..., Financial Services, Fixed Annuities, Disability Insurance, Team Building, Employee Benefits, Insurance, 401k Rollovers, Health Insurance, Group Benefit Plans, Buy-sell Agreements
Education
Miami Dade College 1985 — 1987
Associate in Arts, Psychology
Coral Gables Sr. High 1983 — 1985
High School Diploma
Prudential Financial Services February 2012 - Present
American General Life Companies is now part of the AIG Family! May 2011 - January 2012
1St Continental Mortgage September 2009 - May 2011
Sentrix Financial January 2009 - February 2011
Community Blood Centers of South Florida 2000 - 2002
Skills
Small Business..., Financial Services, Fixed Annuities, Disability Insurance, Team Building, Employee Benefits, Insurance, 401k Rollovers, Health Insurance, Group Benefit Plans, Buy-sell Agreements
Education
Miami Dade College 1985 — 1987
Associate in Arts, Psychology
Coral Gables Sr. High 1983 — 1985
High School Diploma
Ed Rosenthal's Prudential Financial Services Experience November 1988 - December 1997
Job Owner, Next Generation Technologies Inc.
Industry Computer Software
Experience
Next Generation Technologies Inc. December 1997 - Present
Prudential Financial Services November 1988 - December 1997
Skills
speeech recogition..., practical knowledge of..., 19 years deploying..., technical proficiency..., Dragon, Healthcare, Speech Recognition, EHR, Customer Service, Nuance, EMR, Hospitals, Public Speaking, Healthcare Information..., New Business Development, Speech Technology, Epic Systems, SaaS, Strategic Planning, Team Building, Account Management, HL7, Solution Selling, Salesforce.com, Enterprise Software, Process Improvement, HIPAA, Case Managment, Training, Selling, Leadership, Professional Services, Cerner, Consulting, Management, Project Management
Education
The University of Chicago 1978 — 1980
Divinity
Hobart and William Smith Colleges 1974 — 1978
BA, Philosophy and Religious Studies
Next Generation Technologies Inc. December 1997 - Present
Prudential Financial Services November 1988 - December 1997
Skills
speeech recogition..., practical knowledge of..., 19 years deploying..., technical proficiency..., Dragon, Healthcare, Speech Recognition, EHR, Customer Service, Nuance, EMR, Hospitals, Public Speaking, Healthcare Information..., New Business Development, Speech Technology, Epic Systems, SaaS, Strategic Planning, Team Building, Account Management, HL7, Solution Selling, Salesforce.com, Enterprise Software, Process Improvement, HIPAA, Case Managment, Training, Selling, Leadership, Professional Services, Cerner, Consulting, Management, Project Management
Education
The University of Chicago 1978 — 1980
Divinity
Hobart and William Smith Colleges 1974 — 1978
BA, Philosophy and Religious Studies
Godwin Akiti Godwin Akiti's Prudential Financial Services Experience January 1997 - July 1999
Job Financial Representative at COUNTRY Financial®
Industry Insurance
Experience
COUNTRY Financial® February 2014 - Present
Akiti Financial Services July 1999 - Present
Prudential Financial Services January 1997 - July 1999
Skills
Life Insurance, Annuities, Auto, Commercial, Disability Income, Home, Health, Life, Long-term Care, Business Strategy, Customer Service, Disability Insurance, General Insurance, Health Insurance, Insurance, New Business Development
Education
Clark Atlanta University 1987 — 1988
MBA, Marketing/Finance
Alabama Agricultural and Mechanical University 1983 — 1986
BS, Marketing
COUNTRY Financial® February 2014 - Present
Akiti Financial Services July 1999 - Present
Prudential Financial Services January 1997 - July 1999
Skills
Life Insurance, Annuities, Auto, Commercial, Disability Income, Home, Health, Life, Long-term Care, Business Strategy, Customer Service, Disability Insurance, General Insurance, Health Insurance, Insurance, New Business Development
Education
Clark Atlanta University 1987 — 1988
MBA, Marketing/Finance
Alabama Agricultural and Mechanical University 1983 — 1986
BS, Marketing
Leta Shideler Leta Shideler's Prudential Financial Services Experience 1999 - 2001
Job HR Manager at Cockrell Interests
Industry Hospital & Health Care
Experience
Cockrell Interests June 2014 - Present
Memorial Hermann Health System May 2013 - November 2013
Shriners Hospitals for Children 2011 - May 2013
Object Reservoir 2008 - 2011
Nexus Health Systems 2006 - 2008
City of Webster 2001 - 2006
Prudential Financial Services 1999 - 2001
Skills
Employee Relations, Hiring, Performance Improvement, Career Development, Background Checks, Benefits Administration, Personnel Selection, Process Improvement, Technical Recruiting, Salary, Union Relations, HRIS, Human Capital, Recruiting, Culture Change, Human Resources, Deferred Compensation, HR Policies, Personnel Management, Applicant Tracking..., Performance Management, Interviews, Onboarding, New Hire Orientations
Education
Houston Baptist University 2010 — 2012
MS-HRM, Human Resources Management
Texas A&M University-Kingsville 1981 — 1985
BBA, Management
Cockrell Interests June 2014 - Present
Memorial Hermann Health System May 2013 - November 2013
Shriners Hospitals for Children 2011 - May 2013
Object Reservoir 2008 - 2011
Nexus Health Systems 2006 - 2008
City of Webster 2001 - 2006
Prudential Financial Services 1999 - 2001
Skills
Employee Relations, Hiring, Performance Improvement, Career Development, Background Checks, Benefits Administration, Personnel Selection, Process Improvement, Technical Recruiting, Salary, Union Relations, HRIS, Human Capital, Recruiting, Culture Change, Human Resources, Deferred Compensation, HR Policies, Personnel Management, Applicant Tracking..., Performance Management, Interviews, Onboarding, New Hire Orientations
Education
Houston Baptist University 2010 — 2012
MS-HRM, Human Resources Management
Texas A&M University-Kingsville 1981 — 1985
BBA, Management
Bill Gillett, CLU, CLTC, RHU, REBC, AIF Bill Gillett, CLU, CLTC, RHU, REBC, AIF's Prudential Financial Services Experience July 1990 - November 1990
Job President & CEO at The Commonwealth Agency, Inc.
Industry Financial Services
Experience
The Commonwealth Agency, Inc. June 1995 - Present
Westchester Financial Group December 1990 - May 1995
Prudential Financial Services July 1990 - November 1990
Skills
Retirement Planning, Finance, New Business Development, Asset Management, Investments, Team Building, Small Business, Financial Services, Life Insurance, Account Management, Sales Management, Securities, Strategic Planning
Education
Carleton University 1988 — 1990
BA, English & History
The Commonwealth Agency, Inc. June 1995 - Present
Westchester Financial Group December 1990 - May 1995
Prudential Financial Services July 1990 - November 1990
Skills
Retirement Planning, Finance, New Business Development, Asset Management, Investments, Team Building, Small Business, Financial Services, Life Insurance, Account Management, Sales Management, Securities, Strategic Planning
Education
Carleton University 1988 — 1990
BA, English & History
Charity Hook Charity Hook's Prudential Financial Services Experience August 1983 - April 1991
Job Lookinf for a job ASAP
Industry Financial Services
Experience
Durnwald & Associates April 2007 - Present
Midstate Mutual Insurance Company January 1998 - February 2005
Allstate Insurance Company November 1991 - January 1998
Prudential Financial Services August 1983 - April 1991
Education
Freeman Business School 2000 — 2000
Associates in Underwriting, Property & Casualty Insurance
Freeman Business School 2000 — 2000
Associates in Risk Management, Property & Casualty Insurance
Syracuse University 1991 — 1991
P&C License, Property & Casualty Insurance
Durnwald & Associates April 2007 - Present
Midstate Mutual Insurance Company January 1998 - February 2005
Allstate Insurance Company November 1991 - January 1998
Prudential Financial Services August 1983 - April 1991
Education
Freeman Business School 2000 — 2000
Associates in Underwriting, Property & Casualty Insurance
Freeman Business School 2000 — 2000
Associates in Risk Management, Property & Casualty Insurance
Syracuse University 1991 — 1991
P&C License, Property & Casualty Insurance
Chandra Gadre ALMI,ACS Chandra Gadre ALMI,ACS's Prudential Financial Services Experience January 1999 - September 2000
Job Project Manager Traditional Life Insurance Admin System
Industry Insurance
Experience
The Guardian Life Insurance Company of America April 2010 - Present
Citigroup February 2010 - April 2010
Crum & Forster June 2009 - January 2010
MetLife May 2006 - December 2008
MetLife September 2000 - May 2006
Prudential Financial Services January 1999 - September 2000
AIG Inc. January 1993 - January 1999
GlaxoSmithKline Poland 1990 - 1991
Education
University of Mumbai 1981 — 1984
M.Sc., Statistics & Operations Research
The Guardian Life Insurance Company of America April 2010 - Present
Citigroup February 2010 - April 2010
Crum & Forster June 2009 - January 2010
MetLife May 2006 - December 2008
MetLife September 2000 - May 2006
Prudential Financial Services January 1999 - September 2000
AIG Inc. January 1993 - January 1999
GlaxoSmithKline Poland 1990 - 1991
Education
University of Mumbai 1981 — 1984
M.Sc., Statistics & Operations Research
Caroline Colbert Caroline Colbert's Prudential Financial Services Experience August 2007 - October 2007
Job Owner/Creator at Doors, Windows and Starfish
Industry Individual & Family Services
Experience
Doors, Windows and Starfish February 2012 - Present
Nulton Diagnostic and Treatment Center November 2010 - March 2012
ViaQuest Behavioral Health of PA November 2007 - September 2009
Prudential Financial Services August 2007 - October 2007
Beacon Lodge January 2007 - June 2007
Johns Hopkins HealthCare October 2005 - January 2007
Automated Health System October 1999 - February 2005
Juniata River Center March 1999 - October 1999
Theraputic Foster Homes January 1996 - January 1998
Huntingdon Developmental Workshop January 1988 - January 1994
Skills
Counseling, Mental Health, Program Development, Public Speaking, Mentoring, Conferences, Teaching, Event Planning, Community Outreach, Health, Microsoft Office, Team Building, Program Management, PowerPoint, Supervisory Skills, Problem Solving, Public Health, Volunteer Management, Fundraising, Grants, Training, Social Networking, Psychotherapy, Case Managment, Special Education, Strategic Planning
Education
Penn State University University 1994 — 1996
Masters of Education, Health Education Specialist; Health Education
Slippery Rock University of Pennsylvania 1983 — 1987
B.S, Education
Doors, Windows and Starfish February 2012 - Present
Nulton Diagnostic and Treatment Center November 2010 - March 2012
ViaQuest Behavioral Health of PA November 2007 - September 2009
Prudential Financial Services August 2007 - October 2007
Beacon Lodge January 2007 - June 2007
Johns Hopkins HealthCare October 2005 - January 2007
Automated Health System October 1999 - February 2005
Juniata River Center March 1999 - October 1999
Theraputic Foster Homes January 1996 - January 1998
Huntingdon Developmental Workshop January 1988 - January 1994
Skills
Counseling, Mental Health, Program Development, Public Speaking, Mentoring, Conferences, Teaching, Event Planning, Community Outreach, Health, Microsoft Office, Team Building, Program Management, PowerPoint, Supervisory Skills, Problem Solving, Public Health, Volunteer Management, Fundraising, Grants, Training, Social Networking, Psychotherapy, Case Managment, Special Education, Strategic Planning
Education
Penn State University University 1994 — 1996
Masters of Education, Health Education Specialist; Health Education
Slippery Rock University of Pennsylvania 1983 — 1987
B.S, Education
BJ STORM BJ STORM's Prudential Financial Services Experience April 2000 - February 2002
Job Mortgage Closing Analyst
Industry Banking
Experience
Wells Fargo Home Mortgage June 2015 - Present
Nationstar Mortgage Retail June 2013 - December 2013
Alaska. USA federal Credit. Union May 2012 - July 2013
Wells Fargo Bank March 2003 - July 2012
Prudential Financial Services April 2000 - February 2002
Charles Schwab January 1999 - February 2000
Skills
Investments, Mortgage Lending, Financial Services, Loans, Loan Origination, Residential Mortgages, Credit, Banking, Finance, Refinance, FHA, Mortgage Banking, VA Loans, Customer Service, Underwriting, Credit Analysis, Financial Analysis, Funding, Analysis, Mutual Funds, Government Loans, Risk Management, Foreclosures, Portfolio Management, Real Estate Transactions, Home Equity Loans
Education
Phoenix College 2009 — 2013
Associate of Arts and Sciences (AAS), Banking, Corporate, Finance, and Securities Law, 3.4
Arizona State University - W. P. Carey School of Business 2011 — 2012
Bachelor of Applied Science (B.A.Sc.), Business Law(Legal Studies), 3.1
Wells Fargo Home Mortgage June 2015 - Present
Nationstar Mortgage Retail June 2013 - December 2013
Alaska. USA federal Credit. Union May 2012 - July 2013
Wells Fargo Bank March 2003 - July 2012
Prudential Financial Services April 2000 - February 2002
Charles Schwab January 1999 - February 2000
Skills
Investments, Mortgage Lending, Financial Services, Loans, Loan Origination, Residential Mortgages, Credit, Banking, Finance, Refinance, FHA, Mortgage Banking, VA Loans, Customer Service, Underwriting, Credit Analysis, Financial Analysis, Funding, Analysis, Mutual Funds, Government Loans, Risk Management, Foreclosures, Portfolio Management, Real Estate Transactions, Home Equity Loans
Education
Phoenix College 2009 — 2013
Associate of Arts and Sciences (AAS), Banking, Corporate, Finance, and Securities Law, 3.4
Arizona State University - W. P. Carey School of Business 2011 — 2012
Bachelor of Applied Science (B.A.Sc.), Business Law(Legal Studies), 3.1
Lisa Cook, AWMA's Prudential Financial Services Experience August 1997 - June 2000
Job VPHead of Client Services SNW Asset Management
Industry Financial Services
Experience
SNW Asset Management June 2015 - Present
Freestone Capital Management May 2009 - June 2015
Oppenheimer & Co. July 2001 - May 2009
UBS Paine Webber June 2000 - July 2001
Prudential Financial Services August 1997 - June 2000
Skills
Hedge Funds, Investment Advisory, Alternative Investments, Financial Advisory, Asset Allocation, Portfolio Management, Wealth Management, Asset Managment, Series 63, Mutual Funds, Asset Management, Management, Investment Strategies, Investments, Series 7, Financial Services
Education
Western Washington University 1992 — 1997
Bach in Business Marketing, Marketing and Finance
College for Financial Planning
Accredited Wealth Management Advisor
SNW Asset Management June 2015 - Present
Freestone Capital Management May 2009 - June 2015
Oppenheimer & Co. July 2001 - May 2009
UBS Paine Webber June 2000 - July 2001
Prudential Financial Services August 1997 - June 2000
Skills
Hedge Funds, Investment Advisory, Alternative Investments, Financial Advisory, Asset Allocation, Portfolio Management, Wealth Management, Asset Managment, Series 63, Mutual Funds, Asset Management, Management, Investment Strategies, Investments, Series 7, Financial Services
Education
Western Washington University 1992 — 1997
Bach in Business Marketing, Marketing and Finance
College for Financial Planning
Accredited Wealth Management Advisor
Katie (Strecker) Saville's Prudential Financial Services Experience January 1999 - January 2000
Job Vice President, Operational Transformation, Specialty Products at Zurich Insurance Company Ltd.
Industry Financial Services
Experience
Zurich Financial Services November 2008 - December 2010
1 800 Flowers.com May 2008 - November 2009
Prudential Financial July 2000 - May 2002
Prudential Financial Services January 1999 - January 2000
Prudential Financial Services January 1997 - January 1999
Skills
Customer Relations, Process Engineering, IT Strategy, Governance, Strategic Planning, Corporate Communications, Investor Relations, Operations, Project Portfolio..., User Acceptance Testing, Continuous Improvement, Systems Analysis, Marketing Strategy, Talent Management, Cross-functional Team..., Leadership
Education
Boston College 1987 — 1991
BS
Fordham Gabelli School of Business 1996 — 1999
MBA
Westboro HS 1982 — 1987
Zurich Financial Services November 2008 - December 2010
1 800 Flowers.com May 2008 - November 2009
Prudential Financial July 2000 - May 2002
Prudential Financial Services January 1999 - January 2000
Prudential Financial Services January 1997 - January 1999
Skills
Customer Relations, Process Engineering, IT Strategy, Governance, Strategic Planning, Corporate Communications, Investor Relations, Operations, Project Portfolio..., User Acceptance Testing, Continuous Improvement, Systems Analysis, Marketing Strategy, Talent Management, Cross-functional Team..., Leadership
Education
Boston College 1987 — 1991
BS
Fordham Gabelli School of Business 1996 — 1999
MBA
Westboro HS 1982 — 1987
Dimitrios Antonakis's Prudential Financial Services Experience 1997 - 2006
Job Computer Systems Manager at NYC DoITT
Industry Information Technology and Services
Experience
NYC DoITT January 2011 - Present
DynTek July 2010 - January 2011
Crum & Forster March 2009 - April 2010
Morgan Stanley March 2006 - November 2008
Prudential Financial Services 1997 - 2006
Prudential 1997 - 2006
Sigma Imaging Sysytems 1992 - 1997
Skills
Disaster Recovery, IT Management
Education
New York University 1987 — 1991
Bachelor, Computer Science
NYC DoITT January 2011 - Present
DynTek July 2010 - January 2011
Crum & Forster March 2009 - April 2010
Morgan Stanley March 2006 - November 2008
Prudential Financial Services 1997 - 2006
Prudential 1997 - 2006
Sigma Imaging Sysytems 1992 - 1997
Skills
Disaster Recovery, IT Management
Education
New York University 1987 — 1991
Bachelor, Computer Science
Tim Broshears's Prudential Financial Services Experience 1991 - 1998
Job Principal Law Clerk to Supreme Court Judge at New York State Unified Court System
Industry Law Practice
Experience
New York State Unified Court System January 2011 - Present
Nixon Peabody, LLP October 2007 - December 2010
New York State Supreme Court July 2004 - October 2007
NYS Supreme Court, Appellate Division July 2002 - July 2004
Prudential Financial Services 1991 - 1998
Skills
Commercial Litigation, Litigation, Appeals, Civil Litigation, Courts, Legal Research, Alternative Dispute..., Legal Writing, Appellate Practice, Westlaw, Arbitration, Intellectual Property, Corporate Law, Criminal Law, Trials, Trade Secrets, Family Law
Education
Cornell Law School 1999 — 2002
J.D., Law
The University of Kansas 1983 — 1988
BSJ, Advertising
New York State Unified Court System January 2011 - Present
Nixon Peabody, LLP October 2007 - December 2010
New York State Supreme Court July 2004 - October 2007
NYS Supreme Court, Appellate Division July 2002 - July 2004
Prudential Financial Services 1991 - 1998
Skills
Commercial Litigation, Litigation, Appeals, Civil Litigation, Courts, Legal Research, Alternative Dispute..., Legal Writing, Appellate Practice, Westlaw, Arbitration, Intellectual Property, Corporate Law, Criminal Law, Trials, Trade Secrets, Family Law
Education
Cornell Law School 1999 — 2002
J.D., Law
The University of Kansas 1983 — 1988
BSJ, Advertising
Bill Watkins PMP's Prudential Financial Services Experience February 1995 - February 1996
Job Sr. Program Manager at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments February 1996 - Present
Prudential Financial Services February 1995 - February 1996
Skills
Vendor Management, SDLC, Defined Benefit, Project Management, 401k, Program Management, Process Improvement, Risk Management, Resource Management, Requirements Gathering, Insurance, Project Portfolio..., PMP, PMO, Software Project..., Business Analysis
Education
Ohio Wesleyan University 1988 — 1992
Weston High School
Fidelity Investments February 1996 - Present
Prudential Financial Services February 1995 - February 1996
Skills
Vendor Management, SDLC, Defined Benefit, Project Management, 401k, Program Management, Process Improvement, Risk Management, Resource Management, Requirements Gathering, Insurance, Project Portfolio..., PMP, PMO, Software Project..., Business Analysis
Education
Ohio Wesleyan University 1988 — 1992
Weston High School
Joe Dunn's Prudential Financial Services Experience May 2015 - Present
Job Director, Vendor Governance at Prudential Financial Services
Industry Military
Experience
Prudential Financial Services May 2015 - Present
DCMA Lockheed Martin Moorestown May 2010 - December 2014
NAVICP August 2007 - June 2010
MARMC August 2005 - August 2007
CNE July 2002 - August 2005
NAVAIR July 1998 - July 2002
US Navy January 1993 - July 2002
Skills
Program Management, DoD, Logistics, Government, Risk Management, Cross-functional Team..., Leadership, Government Contracting, Command, Supply Chain Management, Contract Management, Process Improvement, Security Clearance, Military Operations, Managerial Finance, Aviation, Defense, Operational Planning, Navy, Military, National Security, Management, Military Experience, Earned Value Management, Strategic Planning, Operations Management
Education
Columbia University - Columbia Business School 2007 — 2007
Certificate, Executive Education
AIMR
CFA, Finance
London Business School 2003 — 2005
Master of Science (MS), Finance
Naval Postgraduate School 1997 — 1998
Master of Science (MS), Management
University of Denver
BA, History / English
Prudential Financial Services May 2015 - Present
DCMA Lockheed Martin Moorestown May 2010 - December 2014
NAVICP August 2007 - June 2010
MARMC August 2005 - August 2007
CNE July 2002 - August 2005
NAVAIR July 1998 - July 2002
US Navy January 1993 - July 2002
Skills
Program Management, DoD, Logistics, Government, Risk Management, Cross-functional Team..., Leadership, Government Contracting, Command, Supply Chain Management, Contract Management, Process Improvement, Security Clearance, Military Operations, Managerial Finance, Aviation, Defense, Operational Planning, Navy, Military, National Security, Management, Military Experience, Earned Value Management, Strategic Planning, Operations Management
Education
Columbia University - Columbia Business School 2007 — 2007
Certificate, Executive Education
AIMR
CFA, Finance
London Business School 2003 — 2005
Master of Science (MS), Finance
Naval Postgraduate School 1997 — 1998
Master of Science (MS), Management
University of Denver
BA, History / English
Karen Babcock's Prudential Financial Services Experience 1991 - 1994
Job Chief of Operations at Aver Informatics, Inc.
Industry Information Technology and Services
Experience
Aver Informatics Inc. July 2013 - Present
Aver Informatics Inc. 2011 - June 2013
ZyQuest, Inc. April 2008 - 2012
Kentuckiana Project Management Institute 2009 - December 2011
Aver Informatics Inc. 2010 - 2011
YRC World Wide November 2006 - June 2007
The Limited 1998 - 2006
Victoria's Secret Stores/Limitedbrands 1998 - 2006
Prudential Healthcare April 1994 - December 1997
Prudential Financial Services 1991 - 1994
Skills
Management, Retail, SDLC, Visio, Project Planning, Project Management, Program Management, Process Improvement, PMP, Business Analysis, PMO, Vendor Management, Enterprise Architecture, Requirements Analysis, Marketing, Business Intelligence, Cross-functional Team..., Project Portfolio..., Business Process..., Team Leadership
Education
Jacksonville University 1994 — 1996
Executive MBA
Notre Dame College 1987 — 1990
Bachelor of Arts, Finance
Aver Informatics Inc. July 2013 - Present
Aver Informatics Inc. 2011 - June 2013
ZyQuest, Inc. April 2008 - 2012
Kentuckiana Project Management Institute 2009 - December 2011
Aver Informatics Inc. 2010 - 2011
YRC World Wide November 2006 - June 2007
The Limited 1998 - 2006
Victoria's Secret Stores/Limitedbrands 1998 - 2006
Prudential Healthcare April 1994 - December 1997
Prudential Financial Services 1991 - 1994
Skills
Management, Retail, SDLC, Visio, Project Planning, Project Management, Program Management, Process Improvement, PMP, Business Analysis, PMO, Vendor Management, Enterprise Architecture, Requirements Analysis, Marketing, Business Intelligence, Cross-functional Team..., Project Portfolio..., Business Process..., Team Leadership
Education
Jacksonville University 1994 — 1996
Executive MBA
Notre Dame College 1987 — 1990
Bachelor of Arts, Finance
Jerry Andreatos's Prudential Financial Services Experience June 1984 - July 1995
Job CEO at The Business Benefits Group
Industry Insurance
Experience
The Business Benefits Group CEOThe Business Benefits GroupJuly 1995 - Present
Prudential Financial Services June 1984 - July 1995
Education
George Mason University 1977 — 1981
BS, Marketing
The Business Benefits Group CEOThe Business Benefits GroupJuly 1995 - Present
Prudential Financial Services June 1984 - July 1995
Education
George Mason University 1977 — 1981
BS, Marketing
Don Raulston's Prudential Financial Services Experience January 1990 - January 1991
Job Supervisor at Western Union Payment Services
Industry Financial Services
Experience
Western Union Payment Services April 2001 - September 2008
Western Union January 2001 - January 2008
Western Union 2001 - 2008
Intek information, Inc January 1998 - January 2000
Prosearch/Experience Unlimited January 1996 - January 1997
Providian Corporation January 1991 - January 1995
Prudential Financial Services January 1990 - January 1991
Internal Revenue Service January 1983 - January 1990
Skills
Team Building, Call Center, Customer Relations, Microsoft Office, Customer Service, Administration, Compliance
Education
California State University-East Bay 1975 — 1980
B.S., Business Administration/ Finance and Marketing
Western Union Payment Services April 2001 - September 2008
Western Union January 2001 - January 2008
Western Union 2001 - 2008
Intek information, Inc January 1998 - January 2000
Prosearch/Experience Unlimited January 1996 - January 1997
Providian Corporation January 1991 - January 1995
Prudential Financial Services January 1990 - January 1991
Internal Revenue Service January 1983 - January 1990
Skills
Team Building, Call Center, Customer Relations, Microsoft Office, Customer Service, Administration, Compliance
Education
California State University-East Bay 1975 — 1980
B.S., Business Administration/ Finance and Marketing
Leslie Motter's Prudential Financial Services Experience January 1999 - July 1999
Job Chief Human Resources Officer at MakeAWish America
Industry Financial Services
Experience
Make-A-Wish America October 2013 - Present
Leadership Journey Group, LLC March 2011 - Present
True North Advisory Services 2012 - October 2013
Fresh Start Women's Foundation 2004 - 2013
American Express September 2000 - March 2011
Vanguard 1999 - 2000
Prudential Financial Services January 1999 - July 1999
Aetna 1989 - 1998
Skills
Partnership Management, Cross Selling, Payments, Credit, Portfolio Management, Leadership Consulting, Leadership, Credit Cards, Organizational..., Management, Strategy, Partner Management, Human Resources, Compensation & Benefit, Training, Start-ups, Talent Management, Outsourcing, Executive Management, Strategic Planning, Program Management, Financial Services, Marketing, Process Improvement
Education
University of Hartford 1991 — 1992
Masters, Organization Behavior
University of Connecticut 1986 — 1990
BA, Communication Sciences
Make-A-Wish America October 2013 - Present
Leadership Journey Group, LLC March 2011 - Present
True North Advisory Services 2012 - October 2013
Fresh Start Women's Foundation 2004 - 2013
American Express September 2000 - March 2011
Vanguard 1999 - 2000
Prudential Financial Services January 1999 - July 1999
Aetna 1989 - 1998
Skills
Partnership Management, Cross Selling, Payments, Credit, Portfolio Management, Leadership Consulting, Leadership, Credit Cards, Organizational..., Management, Strategy, Partner Management, Human Resources, Compensation & Benefit, Training, Start-ups, Talent Management, Outsourcing, Executive Management, Strategic Planning, Program Management, Financial Services, Marketing, Process Improvement
Education
University of Hartford 1991 — 1992
Masters, Organization Behavior
University of Connecticut 1986 — 1990
BA, Communication Sciences
Mary Carlson-Ortillo's Prudential Financial Services Experience November 1997 - March 1999
Job Senior Business Analyst at APEX Systems, Inc.
Industry Financial Services
Experience
APEX Systems, Inc. November 2012 - Present
Advanced Resources August 2012 - September 2012
NetEffects, Inc 2011 - 2012
NetEffects, Inc. August 2009 - 2010
Thomson Reuters March 1999 - July 2008
Reuters/Bridge March 1999 - December 2003
Prudential Financial Services November 1997 - March 1999
Brown Group/Pagoda January 1988 - August 1997
Brown Group/Pagoda January 1988 - September 1993
Skills
Process Improvement, Project Management, Business Analysis, Team Leadership, Customer Service, Data Analysis, Technical Writing, Risk Management, Sarbanes-Oxley Act, Strategic Planning, Financial Reporting, Auditing, Internal Audit, Forecasting, Financial Analysis, Analysis, Microsoft Excel, Accounts Receivable, Internal Controls, Account Reconciliation
Education
Maryville University of Saint Louis 1991 — 1993
MBA, Business Administration
Maryville University of Saint Louis 1981 — 1985
BS, Management, Finance
APEX Systems, Inc. November 2012 - Present
Advanced Resources August 2012 - September 2012
NetEffects, Inc 2011 - 2012
NetEffects, Inc. August 2009 - 2010
Thomson Reuters March 1999 - July 2008
Reuters/Bridge March 1999 - December 2003
Prudential Financial Services November 1997 - March 1999
Brown Group/Pagoda January 1988 - August 1997
Brown Group/Pagoda January 1988 - September 1993
Skills
Process Improvement, Project Management, Business Analysis, Team Leadership, Customer Service, Data Analysis, Technical Writing, Risk Management, Sarbanes-Oxley Act, Strategic Planning, Financial Reporting, Auditing, Internal Audit, Forecasting, Financial Analysis, Analysis, Microsoft Excel, Accounts Receivable, Internal Controls, Account Reconciliation
Education
Maryville University of Saint Louis 1991 — 1993
MBA, Business Administration
Maryville University of Saint Louis 1981 — 1985
BS, Management, Finance
Chris Fronczek's Prudential Financial Services Experience January 1991 - January 1994
Job Credit Manager at GM Financial/AmeriCredit
Industry Banking
Experience
GM Financial/AmeriCredit 2015 - Present
GM Financial/AmeriCredit January 2010 - Present
WELLS FARGO AUTO FINANCE February 2001 - February 2009
ONYX ACCEPTANCE CORP February 2000 - February 2001
Flagship Credit Corp September 1997 - February 2000
AMERICAN AUTO FUNDING CORP January 1996 - January 1997
AEGIS CONSUMER FINANCE January 1995 - January 1996
PRUDENTIAL FINANCIAL SERVICES January 1991 - January 1994
MIDLANTIC NATIONAL BANK January 1990 - January 1991
First Fidelity Bank January 1989 - January 1990
Skills
Credit, Loans, Underwriting, Mortgage Lending, Commercial Lending, Leadership, Training, Management, Sales Operations, New Business Development, Funding, Marketing, Consumer Lending, Credit Analysis, Profit, Forecasting, Financial Services, Banking, Relationship Management, Valuation, Sales, Sales Management
Education
Syracuse University 1971 — 1975
Marketing/ Business Administration
GM Financial/AmeriCredit 2015 - Present
GM Financial/AmeriCredit January 2010 - Present
WELLS FARGO AUTO FINANCE February 2001 - February 2009
ONYX ACCEPTANCE CORP February 2000 - February 2001
Flagship Credit Corp September 1997 - February 2000
AMERICAN AUTO FUNDING CORP January 1996 - January 1997
AEGIS CONSUMER FINANCE January 1995 - January 1996
PRUDENTIAL FINANCIAL SERVICES January 1991 - January 1994
MIDLANTIC NATIONAL BANK January 1990 - January 1991
First Fidelity Bank January 1989 - January 1990
Skills
Credit, Loans, Underwriting, Mortgage Lending, Commercial Lending, Leadership, Training, Management, Sales Operations, New Business Development, Funding, Marketing, Consumer Lending, Credit Analysis, Profit, Forecasting, Financial Services, Banking, Relationship Management, Valuation, Sales, Sales Management
Education
Syracuse University 1971 — 1975
Marketing/ Business Administration
ROBERT A. SMITH's Prudential Financial Services Experience January 1985 - December 1994
Job President/CEO
Industry Nonprofit Organization Management
Experience
Alpha & Omega Associates, Inc October 1990 - Present
USA Country Homes December 2003 - Present
Southwest Oklahoma Regional Development Corporation December 2006 - Present
American National Insurance May 2011 - Present
The Mortgage Place, Inc January 2000 - January 2004
United Residential Mortgage Corporation January 1998 - January 1999
Candid Corporation January 1995 - January 1998
Prudential Financial Services January 1985 - December 1994
Braums Grain and Feed Supply Co 1984 - 1984
Farmers Cooperative of Douglas Oklahoma, Inc January 1981 - January 1983
Skills
Business Planning, Sustainability, Management Consulting, Real Estate Development, Fundraising, Real Estate, Event Planning, Start-ups, Contract Negotiation, Project Management, Small Business, Program Management, Energy, Community Development, Insu, Life Insurance, Investments, Investment Properties, Commercial Insurance, Mortgage Lending, Marketing, Financial Analysis, Training, Strategy, Social Media, Leadership, Mergers & Acquisitions, Due Diligence, Business Development, Sales, Analysis, Policy, Management, Insurance, Selling, Finance, Project Planning, Risk Management, Commercial Real Estate, Strategic Financial..., Accounting, Customer Service, Leadership Development, Loans, Human Resources, Organizational..., Sales Management, Proposal Writing, Coaching, Team Leadership
Education
Southwestern State of Oklahoma University 1993 — 1994
MBA, Finance, General
Northwestern Oklahoma State University 1977 — 1981
B. S., Agri-Economics
Northwestern Oklahoma State University 1977 — 1981
Bachelor of Applied Science (BASc), Agricultural Economics
Tuttle High School 1974 — 1977
High School Degree, General Studies, Graduate
Alpha & Omega Associates, Inc October 1990 - Present
USA Country Homes December 2003 - Present
Southwest Oklahoma Regional Development Corporation December 2006 - Present
American National Insurance May 2011 - Present
The Mortgage Place, Inc January 2000 - January 2004
United Residential Mortgage Corporation January 1998 - January 1999
Candid Corporation January 1995 - January 1998
Prudential Financial Services January 1985 - December 1994
Braums Grain and Feed Supply Co 1984 - 1984
Farmers Cooperative of Douglas Oklahoma, Inc January 1981 - January 1983
Skills
Business Planning, Sustainability, Management Consulting, Real Estate Development, Fundraising, Real Estate, Event Planning, Start-ups, Contract Negotiation, Project Management, Small Business, Program Management, Energy, Community Development, Insu, Life Insurance, Investments, Investment Properties, Commercial Insurance, Mortgage Lending, Marketing, Financial Analysis, Training, Strategy, Social Media, Leadership, Mergers & Acquisitions, Due Diligence, Business Development, Sales, Analysis, Policy, Management, Insurance, Selling, Finance, Project Planning, Risk Management, Commercial Real Estate, Strategic Financial..., Accounting, Customer Service, Leadership Development, Loans, Human Resources, Organizational..., Sales Management, Proposal Writing, Coaching, Team Leadership
Education
Southwestern State of Oklahoma University 1993 — 1994
MBA, Finance, General
Northwestern Oklahoma State University 1977 — 1981
B. S., Agri-Economics
Northwestern Oklahoma State University 1977 — 1981
Bachelor of Applied Science (BASc), Agricultural Economics
Tuttle High School 1974 — 1977
High School Degree, General Studies, Graduate
Jeff Fossan's Prudential Financial Services Experience April 2001 - October 2004
Job CFO/Marketing, Lion & Foster International, Inc.
Industry Financial Services
Experience
Pensco Trust Company August 2009 - November 2013
Wealth Plus, Inc. September 2007 - December 2008
Burr Pilger Mayer November 2004 - September 2007
Prudential Financial Services April 2001 - October 2004
Skills
Wealth Management, Investments, Mutual Funds, Retirement Planning, Securities, Asset Management, Financial Services, Alternative Investments, Equities, Financial Analysis, Portfolio Management, Finance, Financial Advisory, Insurance
Education
University of San Francisco
Bachelor of Arts (B.A.), Economics
Pensco Trust Company August 2009 - November 2013
Wealth Plus, Inc. September 2007 - December 2008
Burr Pilger Mayer November 2004 - September 2007
Prudential Financial Services April 2001 - October 2004
Skills
Wealth Management, Investments, Mutual Funds, Retirement Planning, Securities, Asset Management, Financial Services, Alternative Investments, Equities, Financial Analysis, Portfolio Management, Finance, Financial Advisory, Insurance
Education
University of San Francisco
Bachelor of Arts (B.A.), Economics
Harry Stinson, Jr's Prudential Financial Services Experience 1988 - 1993
Job Senior Advisor
Industry Insurance
Experience
HSS Financial Educators, LLC July 2012 - Present
Financial Destinations Incorporated 2010 - 2011
Prudential Financial Services 1988 - 1993
Skills
Retirement, College Planning, Insurance Planning
Education
University of Pittsburgh 1972 — 1978
BA, Economics
HSS Financial Educators, LLC July 2012 - Present
Financial Destinations Incorporated 2010 - 2011
Prudential Financial Services 1988 - 1993
Skills
Retirement, College Planning, Insurance Planning
Education
University of Pittsburgh 1972 — 1978
BA, Economics
Glen Bouchard's Prudential Financial Services Experience May 1996 - February 2001
Job Controller at ATC Power Systems, Inc
Industry Accounting
Experience
ATC Power Systems, Inc 2010 - Present
Micrscan August 2008 - March 2009
Siemens October 2004 - August 2008
RVSI February 2001 - October 2004
Prudential Financial Services May 1996 - February 2001
Earth Terminal TV April 1993 - May 1996
Poultry Products Inc. March 1988 - April 1993
Skills
Cost Accounting, Accounting, Financial Accounting, Cash Flow, Budgets, Sarbanes-Oxley, Payroll, Balance, Finance, ERP, Business Planning, Accruals, Due Diligence, Inventory Management, Control Theory, Auditing, Variance Analysis, Financial Analysis, Hyperion Enterprise, SAP, Analysis, Sarbanes-Oxley Act, Hyperion
Education
Southern New Hampshire University 2004 — 2007
M.B.A., Certificate in International Business
Southern New Hampshire University 2003 — 2007
Master of Business Administration (M.B.A.), Global
ATC Power Systems, Inc 2010 - Present
Micrscan August 2008 - March 2009
Siemens October 2004 - August 2008
RVSI February 2001 - October 2004
Prudential Financial Services May 1996 - February 2001
Earth Terminal TV April 1993 - May 1996
Poultry Products Inc. March 1988 - April 1993
Skills
Cost Accounting, Accounting, Financial Accounting, Cash Flow, Budgets, Sarbanes-Oxley, Payroll, Balance, Finance, ERP, Business Planning, Accruals, Due Diligence, Inventory Management, Control Theory, Auditing, Variance Analysis, Financial Analysis, Hyperion Enterprise, SAP, Analysis, Sarbanes-Oxley Act, Hyperion
Education
Southern New Hampshire University 2004 — 2007
M.B.A., Certificate in International Business
Southern New Hampshire University 2003 — 2007
Master of Business Administration (M.B.A.), Global
Mark Bensing's Prudential Financial Services Experience January 2009 - January 2011
Job District Manager at Public Storage
Industry Retail
Experience
Public Storage, INC January 2011 - August 2012
Prudential Financial Services January 2009 - January 2011
Barnes & Noble College January 1989 - May 2009
Bar& Noble College January 1989 - January 2009
Barnes & Noble College January 1987 - January 2009
Barnes & Noble College January 1987 - January 1989
Skills
Customer Service, Budgets, Public Speaking, Sales, Human Resources, Contract Management, Finance, Networking, Proposal Writing, Merchandising, Retail, Profit, Recruiting, Sales Management, Employee Relations, Inventory Management, Management, Operations Management, Strategic Planning, Team Building
Education
Missouri Western State University 1981 — 1987
BS, Business Administration
Public Storage, INC January 2011 - August 2012
Prudential Financial Services January 2009 - January 2011
Barnes & Noble College January 1989 - May 2009
Bar& Noble College January 1989 - January 2009
Barnes & Noble College January 1987 - January 2009
Barnes & Noble College January 1987 - January 1989
Skills
Customer Service, Budgets, Public Speaking, Sales, Human Resources, Contract Management, Finance, Networking, Proposal Writing, Merchandising, Retail, Profit, Recruiting, Sales Management, Employee Relations, Inventory Management, Management, Operations Management, Strategic Planning, Team Building
Education
Missouri Western State University 1981 — 1987
BS, Business Administration
Richard Haffele's Prudential Financial Services Experience January 1982 - January 2001
Job Owner at Financial Partners of Wi. LLC
Industry Financial Services
Experience
Financial Partners of Wi. LLC May 2006 - Present
Financial Partners of Wi. LLC January 2006 - Present
Futurity First Insurance Group2009 February 2009 - August 2009
MetLife Financial Services January 2001 - January 2005
Prudential Financial August 1982 - January 2001
Prudential Financial Services January 1982 - January 2001
Skills
Insurance, Investments, Retirement, Asset, Annuities, Disability Insurance, Retirement Planning, Wealth Management, Fixed Annuities, Life Insurance, Securities, Sales, Medicare, Long-term Care
Education
The American College 1986 — 1990
CLU AND CHFC designations, Insurance and financial planning
University of Wisconsin-Platteville 1970 — 1974
Bachelor of Science, Political Science
University of Wisconsin-Platteville 1970 — 1974
B.S. Letters of Science, Political Science
Blackhawk High School
Financial Partners of Wi. LLC May 2006 - Present
Financial Partners of Wi. LLC January 2006 - Present
Futurity First Insurance Group2009 February 2009 - August 2009
MetLife Financial Services January 2001 - January 2005
Prudential Financial August 1982 - January 2001
Prudential Financial Services January 1982 - January 2001
Skills
Insurance, Investments, Retirement, Asset, Annuities, Disability Insurance, Retirement Planning, Wealth Management, Fixed Annuities, Life Insurance, Securities, Sales, Medicare, Long-term Care
Education
The American College 1986 — 1990
CLU AND CHFC designations, Insurance and financial planning
University of Wisconsin-Platteville 1970 — 1974
Bachelor of Science, Political Science
University of Wisconsin-Platteville 1970 — 1974
B.S. Letters of Science, Political Science
Blackhawk High School
Herb Schuler's Prudential Financial Services Experience June 1987 - February 1990
Job President at General Extrusions
Industry Machinery
Experience
General Extrusions February 1990 - Present
Prudential Financial Services June 1987 - February 1990
Education
University of Cincinnati 1982 — 1987
BA, Communications
General Extrusions February 1990 - Present
Prudential Financial Services June 1987 - February 1990
Education
University of Cincinnati 1982 — 1987
BA, Communications
Prince Unwana Udoh, M.B.A's Prudential Financial Services Experience January 1999 - January 2000
Job Founder/CEO Pennywise Properties LLC
Industry Real Estate
Experience
Pennywise Properties LLC June 2010 - Present
Yum! Brands November 2006 - February 2013
Subway Franchise Owner January 2000 - January 2006
Prudential Financial Services January 1999 - January 2000
Hines Sudden Services January 1993 - January 1999
Skills
Management, Strategic Planning, Forecasting, Finance, Team Building, Leadership, Training, Budgets, Business Planning, Negotiation, Sales, Marketing, Business Strategy, Customer Service, Process Improvement, Contract Negotiation, Project Management, Analysis, Strategy, Investments, Business Development, Change Management
Education
Keller Graduate School of Management of DeVry University 2010 — 2011
Financial Analyst, Financial Analysis
Keller Graduate School of Management of DeVry University 2010 — 2011
Graduate Certificate, Financial Analysis
University of Hartford 1991 — 1993
M.B.A, Business Administration
University of Ilorin 1984 — 1989
B. Eng, Civil Engineering
Pennywise Properties LLC June 2010 - Present
Yum! Brands November 2006 - February 2013
Subway Franchise Owner January 2000 - January 2006
Prudential Financial Services January 1999 - January 2000
Hines Sudden Services January 1993 - January 1999
Skills
Management, Strategic Planning, Forecasting, Finance, Team Building, Leadership, Training, Budgets, Business Planning, Negotiation, Sales, Marketing, Business Strategy, Customer Service, Process Improvement, Contract Negotiation, Project Management, Analysis, Strategy, Investments, Business Development, Change Management
Education
Keller Graduate School of Management of DeVry University 2010 — 2011
Financial Analyst, Financial Analysis
Keller Graduate School of Management of DeVry University 2010 — 2011
Graduate Certificate, Financial Analysis
University of Hartford 1991 — 1993
M.B.A, Business Administration
University of Ilorin 1984 — 1989
B. Eng, Civil Engineering
Ab Whitlow's Prudential Financial Services Experience December 1986 - May 2005
Job Princor Registered Representative
Industry Insurance
Experience
AAA Insurance Oklahoma May 2005 - Present
Whitlow Financial Services 2005 - Present
Prudential Financial Services December 1986 - May 2005
Education
College of Business 1967 — 1971
Marketing, Business Administration, Economics, Socioligy
AAA Insurance Oklahoma May 2005 - Present
Whitlow Financial Services 2005 - Present
Prudential Financial Services December 1986 - May 2005
Education
College of Business 1967 — 1971
Marketing, Business Administration, Economics, Socioligy
Lisa A. Dogery's Prudential Financial Services Experience September 2002 - October 2004
Job Compliance Officer
Industry Financial Services
Experience
HERBERT J. SIMS & CO. INC January 2015 - Present
J.P. MORGAN SECURITIES LLC August 2006 - September 2014
FIDELITY BROKERAGE SERVICE LLC October 2004 - August 2006
PRUDENTIAL FINANCIAL SERVICES September 2002 - October 2004
NATHAN & LEWIS SECURITIES Inc. / Met Life July 1999 - September 2002
NATHAN & LEWIS SECURITIES Inc. /MetLife June 1998 - July 1999
Skills
Equities, Series 24, Series 7, OFAC, Investments, USA PATRIOT Act, Operational Risk, Financial Risk, Alternative Investments, Securities Regulation, Wealth Management, Private Banking, Options, Training, Bank Secrecy Act, Banking
Education
Berkeley College 2001 — 2006
Bachelor of Business Administration, Business Administration and Management, General
Borough of Manhattan Community College 1998 — 2001
Associates, Applied Science, Business Management
HERBERT J. SIMS & CO. INC January 2015 - Present
J.P. MORGAN SECURITIES LLC August 2006 - September 2014
FIDELITY BROKERAGE SERVICE LLC October 2004 - August 2006
PRUDENTIAL FINANCIAL SERVICES September 2002 - October 2004
NATHAN & LEWIS SECURITIES Inc. / Met Life July 1999 - September 2002
NATHAN & LEWIS SECURITIES Inc. /MetLife June 1998 - July 1999
Skills
Equities, Series 24, Series 7, OFAC, Investments, USA PATRIOT Act, Operational Risk, Financial Risk, Alternative Investments, Securities Regulation, Wealth Management, Private Banking, Options, Training, Bank Secrecy Act, Banking
Education
Berkeley College 2001 — 2006
Bachelor of Business Administration, Business Administration and Management, General
Borough of Manhattan Community College 1998 — 2001
Associates, Applied Science, Business Management
Jill M. Simmons's Prudential Financial Services Experience January 1993 - January 2007
Job Benefits Specialist/Account Executive
Industry Insurance
Experience
Business Health Insurance Services January 2007 - Present
Business Health Insurance Services 2007 - Present
Prudential Financial Services January 1993 - January 2007
Prudential Financial 1993 - 2007
Reinsurance Markets Assoc January 1988 - January 1993
Education
Moraine Valley Community College 2011 — 2011
High School Graduate, Health Information Technology for Electronic Medical Records System
Business Health Insurance Services January 2007 - Present
Business Health Insurance Services 2007 - Present
Prudential Financial Services January 1993 - January 2007
Prudential Financial 1993 - 2007
Reinsurance Markets Assoc January 1988 - January 1993
Education
Moraine Valley Community College 2011 — 2011
High School Graduate, Health Information Technology for Electronic Medical Records System
Joslyn Sanders, Esq.'s Prudential Financial Services Experience May 2010 - August 2010
Job HREEO Specialist
Industry Law Practice
Experience
The District of Columbia Department of Employment Services February 2014 - Present
Volunteer Lawyers for Justice October 2012 - May 2013
Equal Employment Opportunity Commission December 2011 - March 2012
Genova, Burns & Giantomasi June 2011 - August 2011
New Jersey's Attorney General's Office January 2011 - May 2011
Constitution Litigation Clinic August 2010 - May 2011
Prudential Financial Services May 2010 - August 2010
Skills
Legal Research, Litigation, Mediation, Policy, Depositions, Document Review, Research, Legal Writing, Westlaw, Lexis, Interviews, Courts, Civil Litigation, Criminal Law, Commercial Litigation, Corporate Law, Employment Law, Appeals, Intellectual Property, Legal Assistance
Education
Rutgers University School of Law - Newark 2009 — 2012
J.D.
University of Pittsburgh 2002 — 2006
B.A., English Writing and Africana Studies
The District of Columbia Department of Employment Services February 2014 - Present
Volunteer Lawyers for Justice October 2012 - May 2013
Equal Employment Opportunity Commission December 2011 - March 2012
Genova, Burns & Giantomasi June 2011 - August 2011
New Jersey's Attorney General's Office January 2011 - May 2011
Constitution Litigation Clinic August 2010 - May 2011
Prudential Financial Services May 2010 - August 2010
Skills
Legal Research, Litigation, Mediation, Policy, Depositions, Document Review, Research, Legal Writing, Westlaw, Lexis, Interviews, Courts, Civil Litigation, Criminal Law, Commercial Litigation, Corporate Law, Employment Law, Appeals, Intellectual Property, Legal Assistance
Education
Rutgers University School of Law - Newark 2009 — 2012
J.D.
University of Pittsburgh 2002 — 2006
B.A., English Writing and Africana Studies
Anthony DeSena's Prudential Financial Services Experience July 2004 - September 2005
Job Education Liaison at Career Training Concepts
Industry Education Management
Experience
Career Training Concepts October 2005 - Present
Prudential Financial Services July 2004 - September 2005
American Red Cross Blood Services September 2001 - November 2003
Colorado Prime Foods November 1982 - December 2000
New Haven Public Schools September 1972 - June 1982
Skills
Process Scheduler, Staff Development, Sales Management, Program Management, Project Planning, Project Management, Project Coordination, Training, Training Delivery, Instructional Design, Curriculum Design, Curriculum Development, Marketing Strategy, Marketing, Career Counseling, Career Education, Career Skills, Sales Presentations, Recruiting, Higher Education, Team Building, Mentoring, Leadership, Leadership Development, Teaching, Public Speaking
Education
Capella University 2009 — 2009
Adult Education
Empire State College 2005 — 2007
Health Care Management
Southern CT State University 1976 — 1981
MS, Urban Studies/ Urban Education
Saint Michael's College 1968 — 1972
BA, American Studies & Education
Career Training Concepts October 2005 - Present
Prudential Financial Services July 2004 - September 2005
American Red Cross Blood Services September 2001 - November 2003
Colorado Prime Foods November 1982 - December 2000
New Haven Public Schools September 1972 - June 1982
Skills
Process Scheduler, Staff Development, Sales Management, Program Management, Project Planning, Project Management, Project Coordination, Training, Training Delivery, Instructional Design, Curriculum Design, Curriculum Development, Marketing Strategy, Marketing, Career Counseling, Career Education, Career Skills, Sales Presentations, Recruiting, Higher Education, Team Building, Mentoring, Leadership, Leadership Development, Teaching, Public Speaking
Education
Capella University 2009 — 2009
Adult Education
Empire State College 2005 — 2007
Health Care Management
Southern CT State University 1976 — 1981
MS, Urban Studies/ Urban Education
Saint Michael's College 1968 — 1972
BA, American Studies & Education
Barbara Dowdy's Prudential Financial Services Experience 1990 - 2008
Job Owner at Julia Knox House Gift Shop
Industry Retail
Experience
Julia Knox House Gift Shop 2002 - Present
Prudential Financial Services 1990 - 2008
Vevay Deposit Bank 1979 - 1990
Education
American College of Business 1991 — 1997
Insurance
Purdue University 1983 — 1990
Associate
Julia Knox House Gift Shop 2002 - Present
Prudential Financial Services 1990 - 2008
Vevay Deposit Bank 1979 - 1990
Education
American College of Business 1991 — 1997
Insurance
Purdue University 1983 — 1990
Associate
Nancy Fordahl's Prudential Financial Services Experience 1985 - 1996
Job Former Internal Auditor, Project Mgr, Div Mgr
Industry Financial Services
Experience
Prudential Financial Services 1985 - 1996
Education
University of Minnesota-Twin Cities 1987 — 1992
MBA, Strategic Management
Minnesota State University, Mankato 1981 — 1985
B.S. Business Administration, Finance, Math, French
Prudential Financial Services 1985 - 1996
Education
University of Minnesota-Twin Cities 1987 — 1992
MBA, Strategic Management
Minnesota State University, Mankato 1981 — 1985
B.S. Business Administration, Finance, Math, French
garry coleman's Prudential Financial Services Experience April 1994 - July 1995
Job Engineer at Hastings Irrigation Pipe Company
Industry Mechanical or Industrial Engineering
Experience
Hastings Irrigation Pipe Company October 1971 - Present
Prudential Financial Services April 1994 - July 1995
Silas Mason Company September 1969 - October 1971
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Central Community College 1967 — 1969
Bachelor of Applied Science (B.A.Sc.), Mechanical Engineering
Hastings Irrigation Pipe Company October 1971 - Present
Prudential Financial Services April 1994 - July 1995
Silas Mason Company September 1969 - October 1971
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Central Community College 1967 — 1969
Bachelor of Applied Science (B.A.Sc.), Mechanical Engineering
Iris Colon's Prudential Financial Services Experience May 2009 - November 2009
Job Enrollment Specialist at MAXIMUS
Industry Government Administration
Experience
MAXIMUS August 2013 - Present
Gerber Scientific International September 2012 - May 2013
Automated Health Systems September 2011 - May 2012
Prudential Financial Services May 2009 - November 2009
Kelly Educational Services September 2008 - April 2009
Merrill Lynch International January 2002 - January 2006
Merrill Lynch Corporate Headquarters January 1999 - January 2001
Skills
Sales, Technical Support, Customer Service, Microsoft Office, Microsoft Excel, Leadership, Training, Public Speaking, Microsoft Word, PowerPoint
Education
Georgetown University 2010 — 2011
Financial Services, CFP Mandatory Education
City College of the City University of New York 1995 — 1998
Bachelor, Arts and Science / Education
MAXIMUS August 2013 - Present
Gerber Scientific International September 2012 - May 2013
Automated Health Systems September 2011 - May 2012
Prudential Financial Services May 2009 - November 2009
Kelly Educational Services September 2008 - April 2009
Merrill Lynch International January 2002 - January 2006
Merrill Lynch Corporate Headquarters January 1999 - January 2001
Skills
Sales, Technical Support, Customer Service, Microsoft Office, Microsoft Excel, Leadership, Training, Public Speaking, Microsoft Word, PowerPoint
Education
Georgetown University 2010 — 2011
Financial Services, CFP Mandatory Education
City College of the City University of New York 1995 — 1998
Bachelor, Arts and Science / Education
Ray Moeller's Prudential Financial Services Experience March 1991 - March 1993
Job RetiredCollege Administration at Herzing University
Industry Information Technology and Services
Experience
Herzing University January 1999 - Present
Spartan School of Aeranautics April 1993 - May 1995
Prudential financial Services March 1991 - March 1993
Patricia Stevens College 1984 - 1986
Northwestern Mutual 1982 - 1984
Education
University of chicago 1962 — 1964
Masters Degree, Social Work Administration
MacMurray College 1958 — 1962
Bachelors of Art, Sociology
Herzing University January 1999 - Present
Spartan School of Aeranautics April 1993 - May 1995
Prudential financial Services March 1991 - March 1993
Patricia Stevens College 1984 - 1986
Northwestern Mutual 1982 - 1984
Education
University of chicago 1962 — 1964
Masters Degree, Social Work Administration
MacMurray College 1958 — 1962
Bachelors of Art, Sociology