The MONY Group
Industry: Insurance company
DescriptionFounded: 1997 Parent organization: AXA Financial
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The MONY Group Employees
Employee
Years
Job
Industry
Michael Pittsley Michael Pittsley's The MONY Group Experience January 2000 - January 2006
Job Desktop Engineer II at Oswego Health
Industry Information Technology and Services
Experience
Oswego Health December 2014 - Present
PITT Computing March 2012 - Present
Kforce Inc - Constellation Energy / Exelon - Nine Mile Point September 2013 - October 2014
TEKsystems - PayChex May 2013 - September 2013
National Grid November 2007 - March 2012
Westlake Law Firm 2004 - 2012
The MONY Group January 2000 - January 2006
Tickets.com January 1995 - January 2000
Skills
SCCM, SMS, Wise Packaging Studio, VB.NET, Scripting, Windows 7, VMware Workstation, Technical Support, Active Directory, Servers, System Deployment, Antivirus, Help Desk Support, Software Installation, Security, Databases, Networking, Disaster Recovery, SQL, DOS, Terminal Services, Desktop Administration, Desktop Deployment, Asset Managment, Altiris, IIS
Education
Bryant & Stratton College 1993 — 1995
Associate in Occupational Studies, Microcomputer System Management, 4
Oswego Health December 2014 - Present
PITT Computing March 2012 - Present
Kforce Inc - Constellation Energy / Exelon - Nine Mile Point September 2013 - October 2014
TEKsystems - PayChex May 2013 - September 2013
National Grid November 2007 - March 2012
Westlake Law Firm 2004 - 2012
The MONY Group January 2000 - January 2006
Tickets.com January 1995 - January 2000
Skills
SCCM, SMS, Wise Packaging Studio, VB.NET, Scripting, Windows 7, VMware Workstation, Technical Support, Active Directory, Servers, System Deployment, Antivirus, Help Desk Support, Software Installation, Security, Databases, Networking, Disaster Recovery, SQL, DOS, Terminal Services, Desktop Administration, Desktop Deployment, Asset Managment, Altiris, IIS
Education
Bryant & Stratton College 1993 — 1995
Associate in Occupational Studies, Microcomputer System Management, 4
Christopher Morrill, ChFC® Christopher Morrill, ChFC®'s The MONY Group Experience January 1998 - January 2004
Job Partner at Frandsen Morrill Advisors
Industry Financial Services
Experience
Frandsen Morrill Advisors September 2009 - Present
AXA Advisors January 2004 - Present
The MONY Group January 1998 - January 2004
Skills
Retirement Planning, Strategic Financial..., Financial Advisory, Personal Finance, Retirement, Wealth Management, Investment Advisory, Estate Planning, Asset Allocation
Education
Brigham Young University 1993 — 1997
Bachelor of Science (BS), Finance
Brighton High School
The American College
Chartered Financial Consultant
Frandsen Morrill Advisors September 2009 - Present
AXA Advisors January 2004 - Present
The MONY Group January 1998 - January 2004
Skills
Retirement Planning, Strategic Financial..., Financial Advisory, Personal Finance, Retirement, Wealth Management, Investment Advisory, Estate Planning, Asset Allocation
Education
Brigham Young University 1993 — 1997
Bachelor of Science (BS), Finance
Brighton High School
The American College
Chartered Financial Consultant
Kristie M. Roeder, LUTCF Kristie M. Roeder, LUTCF's The MONY Group Experience 1992 - 1998
Job External Distribution Channel Agent Manager United Health Group
Industry Insurance
Experience
UnitedHealth Group June 2014 - Present
Ritter Insurance Marketing August 2013 - June 2014
Aetna Life Insurance Company July 2007 - August 2013
Liberty Mutual Insurance 2001 - 2007
Wausau Insurance/Liberty Mutual November 1999 - January 2001
The MONY Group 1992 - 1998
Skills
Microsoft Office, Property & Casualty..., Life Insurance, Health Insurance, Product Marketing, Marketing, Marketing Strategy, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, Windows, Outlook, Public Speaking, Strategic Planning, Negotiation, Coaching, Team Building, Management, Sales, Insurance, Leadership, Training, Recruiting, Employee Benefits, Customer Retention, Sales Operations, Healthcare, Account Management, Brokers, Medicare Advantage, Medicare
Education
Columbia College 1996 — 2000
Bachelor of Science (BS), Business Administration, Management and Operations
Onondaga Community College 1991 — 1993
Associate of Arts and Sciences (A.A.S.), Accounting
UnitedHealth Group June 2014 - Present
Ritter Insurance Marketing August 2013 - June 2014
Aetna Life Insurance Company July 2007 - August 2013
Liberty Mutual Insurance 2001 - 2007
Wausau Insurance/Liberty Mutual November 1999 - January 2001
The MONY Group 1992 - 1998
Skills
Microsoft Office, Property & Casualty..., Life Insurance, Health Insurance, Product Marketing, Marketing, Marketing Strategy, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, Windows, Outlook, Public Speaking, Strategic Planning, Negotiation, Coaching, Team Building, Management, Sales, Insurance, Leadership, Training, Recruiting, Employee Benefits, Customer Retention, Sales Operations, Healthcare, Account Management, Brokers, Medicare Advantage, Medicare
Education
Columbia College 1996 — 2000
Bachelor of Science (BS), Business Administration, Management and Operations
Onondaga Community College 1991 — 1993
Associate of Arts and Sciences (A.A.S.), Accounting
Kevin Moody Kevin Moody's The MONY Group Experience October 2000 - August 2004
Job Franchise Sales Manager at Costa Vida, Fresh Mexican Grill
Industry Restaurants
Experience
Costa Vida, Fresh Mexican Grill June 2015 - Present
Jamison Search International November 2014 - June 2015
NexFit Recruiting December 2012 - November 2014
NaviTrust May 2011 - December 2012
RedBike January 2010 - May 2011
Diversified Financial Planning / OMNI Brokerage March 2007 - January 2010
Lincoln Financial Advisors August 2004 - March 2007
The MONY Group October 2000 - August 2004
Skills
Networking, Building Relationships, Recruiting, Connector of People, Influential Communicator, Leadership, Emcee, Radio Host, Spokesperson, Sales, Marketing, Organization, Evangelism, Business Networking, Entertainment, Coaching, Mentoring, Program Management, Business Development, Technical Recruiting, Time Management, Team Building, Negotiation, Hiring, Human Resources, Relationship Building, Management, Contract Recruitment, Strategic Planning, Interviews
Education
Utah State University 1997 — 1999
Bachelor, Business Management
Brigham Young University - Idaho 1993 — 1997
Associates, Interpersonal Communications
Taylorsville High School 1990 — 1993
GED, General
Costa Vida, Fresh Mexican Grill June 2015 - Present
Jamison Search International November 2014 - June 2015
NexFit Recruiting December 2012 - November 2014
NaviTrust May 2011 - December 2012
RedBike January 2010 - May 2011
Diversified Financial Planning / OMNI Brokerage March 2007 - January 2010
Lincoln Financial Advisors August 2004 - March 2007
The MONY Group October 2000 - August 2004
Skills
Networking, Building Relationships, Recruiting, Connector of People, Influential Communicator, Leadership, Emcee, Radio Host, Spokesperson, Sales, Marketing, Organization, Evangelism, Business Networking, Entertainment, Coaching, Mentoring, Program Management, Business Development, Technical Recruiting, Time Management, Team Building, Negotiation, Hiring, Human Resources, Relationship Building, Management, Contract Recruitment, Strategic Planning, Interviews
Education
Utah State University 1997 — 1999
Bachelor, Business Management
Brigham Young University - Idaho 1993 — 1997
Associates, Interpersonal Communications
Taylorsville High School 1990 — 1993
GED, General
Kyle Patrick Kyle Patrick's The MONY Group Experience 2001 - 2005
Job Insurance Accountant at AXA US
Industry Financial Services
Experience
AXA US September 2014 - Present
AXA US April 2013 - Present
AXA Equitable November 2009 - April 2013
AXA Equitable 2005 - November 2009
The MONY Group 2001 - 2005
Skills
Risk Management, Insurance, Financial Analysis, Process Improvement, Fixed Annuities, Investments, Strategic Financial..., Business Analysis, Access, Financial Reporting, Analysis, Microsoft Excel, Sarbanes-Oxley Act, Accounting, Vendor Management, Management
Education
Columbia College 2010 — 2012
Bachelors of Science, Business Administration
Columbia College 2008 — 2010
Associate of Science, Business Administration
AXA US September 2014 - Present
AXA US April 2013 - Present
AXA Equitable November 2009 - April 2013
AXA Equitable 2005 - November 2009
The MONY Group 2001 - 2005
Skills
Risk Management, Insurance, Financial Analysis, Process Improvement, Fixed Annuities, Investments, Strategic Financial..., Business Analysis, Access, Financial Reporting, Analysis, Microsoft Excel, Sarbanes-Oxley Act, Accounting, Vendor Management, Management
Education
Columbia College 2010 — 2012
Bachelors of Science, Business Administration
Columbia College 2008 — 2010
Associate of Science, Business Administration
Brian Misawa Brian Misawa's The MONY Group Experience January 1995 - March 1999
Job Account Executive at Cartelligent
Industry Automotive
Experience
Cartelligent March 2015 - Present
Westlake Financial Services February 2014 - June 2014
Research Metal Industries, Inc August 2009 - April 2013
South Bay BMW August 2003 - August 2008
Kelly Financial Resources February 2001 - August 2003
Robert Half International March 1999 - February 2003
The MONY Group January 1995 - March 1999
Skills
Marketing Strategy, Sales Management, New Business Development, Strategic Planning, Marketing, Business Strategy, Business Development, Sales, Management, Customer Service, Negotiation, Account Management, Product Development, Team Building, Marketing Communications, Marketing Management, Business Planning, Strategy, Budgets, Product Management, Sales Process, CRM, B2B, Lead Generation, Advertising, Selling, E-commerce, Operations Management, Retail
Education
California State University-Long Beach 1980 — 1984
Bachelor's degree, Marketing
Cartelligent March 2015 - Present
Westlake Financial Services February 2014 - June 2014
Research Metal Industries, Inc August 2009 - April 2013
South Bay BMW August 2003 - August 2008
Kelly Financial Resources February 2001 - August 2003
Robert Half International March 1999 - February 2003
The MONY Group January 1995 - March 1999
Skills
Marketing Strategy, Sales Management, New Business Development, Strategic Planning, Marketing, Business Strategy, Business Development, Sales, Management, Customer Service, Negotiation, Account Management, Product Development, Team Building, Marketing Communications, Marketing Management, Business Planning, Strategy, Budgets, Product Management, Sales Process, CRM, B2B, Lead Generation, Advertising, Selling, E-commerce, Operations Management, Retail
Education
California State University-Long Beach 1980 — 1984
Bachelor's degree, Marketing
Ken Szeto Ken Szeto's The MONY Group Experience February 1988 - May 1989
Job Account Executive / Sales Management Professional
Industry Marketing and Advertising
Experience
FedEx Express May 2004 - Present
G. Leblanc Corporation (acquired in 2004 by Conn-Selmer, Inc.) October 2001 - July 2003
SzetoGroup, Ltd. (dba Creative Financial Strategies) August 1998 - October 2001
C & S East Food Mart April 1992 - August 1998
Child World (dba Children's Palace) February 1991 - April 1992
Designagem Fine Jewelry March 1987 - April 1992
Szeto Financial Services May 1989 - February 1991
The MONY Group February 1988 - May 1989
The MONY Group March 1987 - February 1988
Zale Corporation: Bailey, Banks & Biddle (Corrigan's Jewelers) February 1986 - March 1987
Skills
Sales Management, Marketing Strategy, Team Leadership, Training, Human Resources, Operations Management, Public Relations, Sales, Account Management, Customer Service, Strategic Planning, Logistics, Business Development, Retail Management, Written and Verbal..., Computer Technology, Counseling, Effective Presentations
Education
Luther Rice Seminary 2006 — 2009
Master of Arts in Counseling, Pastoral Counseling & Theology
The American College 1994 — 1998
Master of Science in Financial Services, Employee Benefits & Financial Analysis
College for Financial Planning 1990 — 1993
Certified Financial Planner, Financial Planning & Retirement Planning
The American College 1987 — 1990
Chartered Financial Consultant, Business Planning & Estate Planning
Gemological Institute of America 1982 — 1985
Graduate Gemologist, Gemstones & Jewelry Design
University of Oxford 1979 — 1980
Study Abroad, British Renaissance
Millsaps College 1975 — 1979
Bachelor of Science, Biology and History
FedEx Express May 2004 - Present
G. Leblanc Corporation (acquired in 2004 by Conn-Selmer, Inc.) October 2001 - July 2003
SzetoGroup, Ltd. (dba Creative Financial Strategies) August 1998 - October 2001
C & S East Food Mart April 1992 - August 1998
Child World (dba Children's Palace) February 1991 - April 1992
Designagem Fine Jewelry March 1987 - April 1992
Szeto Financial Services May 1989 - February 1991
The MONY Group February 1988 - May 1989
The MONY Group March 1987 - February 1988
Zale Corporation: Bailey, Banks & Biddle (Corrigan's Jewelers) February 1986 - March 1987
Skills
Sales Management, Marketing Strategy, Team Leadership, Training, Human Resources, Operations Management, Public Relations, Sales, Account Management, Customer Service, Strategic Planning, Logistics, Business Development, Retail Management, Written and Verbal..., Computer Technology, Counseling, Effective Presentations
Education
Luther Rice Seminary 2006 — 2009
Master of Arts in Counseling, Pastoral Counseling & Theology
The American College 1994 — 1998
Master of Science in Financial Services, Employee Benefits & Financial Analysis
College for Financial Planning 1990 — 1993
Certified Financial Planner, Financial Planning & Retirement Planning
The American College 1987 — 1990
Chartered Financial Consultant, Business Planning & Estate Planning
Gemological Institute of America 1982 — 1985
Graduate Gemologist, Gemstones & Jewelry Design
University of Oxford 1979 — 1980
Study Abroad, British Renaissance
Millsaps College 1975 — 1979
Bachelor of Science, Biology and History
Bryn Rotolo's The MONY Group Experience April 2000 - February 2002
Job Senior Field Collector at Hillsborough County Tax Collector
Industry Government Administration
Experience
Hillsborough County Tax Collector September 2014 - Present
Hillsborough County Tax Collector September 2012 - Present
Law Offices of Frederick J Hanna & Assoc July 2006 - September 2012
Rapid Response Monitoring January 2004 - September 2005
The MONY Group April 2000 - February 2002
Skills
Accounting, Leadership, Microsoft Office, Customer Service, Management, Business Analysis, Time Management, Security, Access, Criminal Law, Outlook, Microsoft Excel, Microsoft Word, Multi Tasking, 10 Key, Skip Tracing, Web Testing
Education
Chattahoochee Technical College 2012 — 2013
Associate of Science (A.S.), Computer and Information Systems Security/Information Assurance
Onondaga Community College 1999 — 2002
Associates, Criminal Justice
Hillsborough County Tax Collector September 2014 - Present
Hillsborough County Tax Collector September 2012 - Present
Law Offices of Frederick J Hanna & Assoc July 2006 - September 2012
Rapid Response Monitoring January 2004 - September 2005
The MONY Group April 2000 - February 2002
Skills
Accounting, Leadership, Microsoft Office, Customer Service, Management, Business Analysis, Time Management, Security, Access, Criminal Law, Outlook, Microsoft Excel, Microsoft Word, Multi Tasking, 10 Key, Skip Tracing, Web Testing
Education
Chattahoochee Technical College 2012 — 2013
Associate of Science (A.S.), Computer and Information Systems Security/Information Assurance
Onondaga Community College 1999 — 2002
Associates, Criminal Justice
William Galvin, CFP's The MONY Group Experience June 2001 - July 2004
Job Partner at Capital Management Group (CMG)
Industry Financial Services
Experience
Capital Managment Group of New York July 2004 - Present
The MONY Group June 2001 - July 2004
American Skandia August 1999 - June 2001
Skills
Investment Services, Retirement Planning, Insurance Planning, Financial Planning, Investment Advisory...
Education
Boston College - Carroll School of Management 1993 — 1997
BS, Marketing
Masuk High School 1989 — 1993
Capital Managment Group of New York July 2004 - Present
The MONY Group June 2001 - July 2004
American Skandia August 1999 - June 2001
Skills
Investment Services, Retirement Planning, Insurance Planning, Financial Planning, Investment Advisory...
Education
Boston College - Carroll School of Management 1993 — 1997
BS, Marketing
Masuk High School 1989 — 1993
Stacey M. Sterling Stacey M. Sterling's The MONY Group Experience November 1999 - July 2004
Job Paralegal/Contracts Specialist
Industry Market Research
Experience
The NPD Group December 2011 - Present
AXA Equitable July 2004 - June 2011
The MONY Group November 1999 - July 2004
Skills
Outlook, Management, Legal Assistance, PowerPoint, Research, Legal Writing, Legal Research, Licensing, Litigation, Notary Public, Due Diligence, Litigation Management, Compliance, Insurance, Microsoft Word, Microsoft Excel, Employment Law, Administrative..., PACER, Westlaw, Contract Management, Contract Negotiation
Education
Briarcliffe College
Legal Assistant/Paralegal
The NPD Group December 2011 - Present
AXA Equitable July 2004 - June 2011
The MONY Group November 1999 - July 2004
Skills
Outlook, Management, Legal Assistance, PowerPoint, Research, Legal Writing, Legal Research, Licensing, Litigation, Notary Public, Due Diligence, Litigation Management, Compliance, Insurance, Microsoft Word, Microsoft Excel, Employment Law, Administrative..., PACER, Westlaw, Contract Management, Contract Negotiation
Education
Briarcliffe College
Legal Assistant/Paralegal
Brian Boedicker's The MONY Group Experience October 1993 - May 1997
Job Advisor
Industry Financial Services
Experience
Self-employed October 1993 - Present
New York Life Insurance Company May 1997 - May 2003
The MONY Group October 1993 - May 1997
Skills
Retirement Planning, Retirement, Fixed Annuities, Investments, Mutual Funds, Strategic Financial..., Wealth Management, Life Insurance, Insurance, Estate Planning, Disability Insurance, Financial Services, Pensions, Financial Advisory, Long-term Care
Education
Emporia State University 1989 — 1993
Bachelor Science In Business, Marketing And Businesss Management Double Major
Paola High School 1986 — 1989
Self-employed October 1993 - Present
New York Life Insurance Company May 1997 - May 2003
The MONY Group October 1993 - May 1997
Skills
Retirement Planning, Retirement, Fixed Annuities, Investments, Mutual Funds, Strategic Financial..., Wealth Management, Life Insurance, Insurance, Estate Planning, Disability Insurance, Financial Services, Pensions, Financial Advisory, Long-term Care
Education
Emporia State University 1989 — 1993
Bachelor Science In Business, Marketing And Businesss Management Double Major
Paola High School 1986 — 1989
Jacqueline Haughn Jacqueline Haughn's The MONY Group Experience 1995 - 1997
Job Executive Administrative Assistant
Industry Consumer Goods
Experience
Unilever April 1998 - Present
Academy of Massage Therapy September 2011 - Present
Tiger Schulmann's Mixed Martial Arts September 2004 - Present
The MONY Group 1995 - 1997
American Bureau of Shipping September 1988 - September 1990
Skills
Coaching, Personal Development, Empowerment, Self Confidence, Self-confidence, Therapeutic Massage, Shiatsu, Intuitive Development, Motivational Speaking, Public Speaking, Wellness, Aromatherapy, Swedish, Reflexology, Thai Massage, Spa, Blogging, Sports, Holistic Health, Fitness, Stress Management, Nutrition, Training, Life Coaching, Reiki, Wellness Coaching, Social Networking, Lifestyle Coaching, Meditation, Wellbeing, Alternative Medicine, Nutritional Counseling, Relaxation, Healing, Workshops, Energy Healing, Small Business, Emotional Intelligence, Workshop Facilitation, Stress, Pain Management, Personal Training, Therapists, Self-esteem, Sports Nutrition, Compassion
Education
Academy of Massage Therapy 2011 — 2012
LMT, Clinical Therapy, 3.5
Bergen Community College 1989 — 1991
Business
Unilever April 1998 - Present
Academy of Massage Therapy September 2011 - Present
Tiger Schulmann's Mixed Martial Arts September 2004 - Present
The MONY Group 1995 - 1997
American Bureau of Shipping September 1988 - September 1990
Skills
Coaching, Personal Development, Empowerment, Self Confidence, Self-confidence, Therapeutic Massage, Shiatsu, Intuitive Development, Motivational Speaking, Public Speaking, Wellness, Aromatherapy, Swedish, Reflexology, Thai Massage, Spa, Blogging, Sports, Holistic Health, Fitness, Stress Management, Nutrition, Training, Life Coaching, Reiki, Wellness Coaching, Social Networking, Lifestyle Coaching, Meditation, Wellbeing, Alternative Medicine, Nutritional Counseling, Relaxation, Healing, Workshops, Energy Healing, Small Business, Emotional Intelligence, Workshop Facilitation, Stress, Pain Management, Personal Training, Therapists, Self-esteem, Sports Nutrition, Compassion
Education
Academy of Massage Therapy 2011 — 2012
LMT, Clinical Therapy, 3.5
Bergen Community College 1989 — 1991
Business
Ana Maria Anderson's The MONY Group Experience August 2003 - February 2005
Job Senior Manager, Practice Development at AXA Equitable
Industry Insurance
Experience
AXA Equitable April 2013 - Present
AXA Equitable April 2011 - April 2013
AXA Equitable, Customer Marketing Group June 2007 - May 2009
Citigroup, Corporate Investment Bank October 2006 - June 2007
AXA Equitable February 2005 - October 2006
The MONY Group August 2003 - February 2005
MagRack/Rainbow Media January 2003 - May 2003
Syracuse University August 2001 - July 2002
Mutual of New York May 1998 - August 1999
Skills
Competitive Analysis, Strategic Thinking, SharePoint, Business Process Mapping, Communication Training, Salesforce.com, CRM, Strategy, Leadership, Management, Project Management, Process Improvement, Program Management
Education
Syracuse University 1999 — 2003
Master of Science, Information Management
Cazenovia College 1994 — 1998
B.S, Business Administration
Cazenovia College 1994 — 1998
Bachelor of Science, Business Administration
AXA Equitable April 2013 - Present
AXA Equitable April 2011 - April 2013
AXA Equitable, Customer Marketing Group June 2007 - May 2009
Citigroup, Corporate Investment Bank October 2006 - June 2007
AXA Equitable February 2005 - October 2006
The MONY Group August 2003 - February 2005
MagRack/Rainbow Media January 2003 - May 2003
Syracuse University August 2001 - July 2002
Mutual of New York May 1998 - August 1999
Skills
Competitive Analysis, Strategic Thinking, SharePoint, Business Process Mapping, Communication Training, Salesforce.com, CRM, Strategy, Leadership, Management, Project Management, Process Improvement, Program Management
Education
Syracuse University 1999 — 2003
Master of Science, Information Management
Cazenovia College 1994 — 1998
B.S, Business Administration
Cazenovia College 1994 — 1998
Bachelor of Science, Business Administration
Donna Miller Tunguz's The MONY Group Experience September 2000 - February 2005
Job Lead DA Manager at AXA US
Industry Financial Services
Experience
AXA US March 2015 - Present
AXA US March 2005 - March 2015
The MONY Group September 2000 - February 2005
Toys "R" Us 1994 - 2000
Cleary, Gottlieb, Steen & Hamilton - Brussels 1989 - 1992
Stop & Shop July 1985 - August 1986
Skills
SDLC, Quality Center, Quality Assurance, User Acceptance Testing, Testing, Requirements Gathering, QTP, COBOL, JCL, Requirements Analysis, CMMI, Vendor Management, Project Portfolio..., Waterfall, Visio, Test Management, Data Warehousing, SharePoint, Access, Test Effort Estimation, Test Strategy, Systems Analysis, Business Analysis, Business Requirements, Software Project..., SQL, Oracle, Agile Methodologies, Business Process..., Microsoft Excel, Mobile Testing, Exploratory Testing, End-to-end Testing, Software Quality..., Software Documentation, DB2, Test Planning, Regression Testing, System Testing, Integration, Mainframe, LoadRunner, Software Development, Databases, PMP, French, Sanity Testing, Rally
Education
Cornell University 1981 — 1985
BS, Business Management & Marketing / Food Industry Management
West Genesee Senior High 1979 — 1981
AXA US March 2015 - Present
AXA US March 2005 - March 2015
The MONY Group September 2000 - February 2005
Toys "R" Us 1994 - 2000
Cleary, Gottlieb, Steen & Hamilton - Brussels 1989 - 1992
Stop & Shop July 1985 - August 1986
Skills
SDLC, Quality Center, Quality Assurance, User Acceptance Testing, Testing, Requirements Gathering, QTP, COBOL, JCL, Requirements Analysis, CMMI, Vendor Management, Project Portfolio..., Waterfall, Visio, Test Management, Data Warehousing, SharePoint, Access, Test Effort Estimation, Test Strategy, Systems Analysis, Business Analysis, Business Requirements, Software Project..., SQL, Oracle, Agile Methodologies, Business Process..., Microsoft Excel, Mobile Testing, Exploratory Testing, End-to-end Testing, Software Quality..., Software Documentation, DB2, Test Planning, Regression Testing, System Testing, Integration, Mainframe, LoadRunner, Software Development, Databases, PMP, French, Sanity Testing, Rally
Education
Cornell University 1981 — 1985
BS, Business Management & Marketing / Food Industry Management
West Genesee Senior High 1979 — 1981
Maz Kamaruddin Maz Kamaruddin's The MONY Group Experience 2002 - 2005
Job Head of Diversity Markets, AXA Advisors
Industry Financial Services
Experience
AXA October 2010 - Present
Rosenzweig Financial Services January 2010 - March 2010
AXA Equitable February 2008 - May 2009
AXA Equitable January 2007 - February 2008
AXA Equitable March 2005 - December 2006
The MONY Group 2002 - 2005
The MONY Group 1999 - 2002
Prudential Preffered Financial Services 1996 - 1999
Skills
Budgets, Leadership, Team Leadership, Project Management, Management, Business Planning, Recruiting, Business Strategy, Business Development, Training, Marketing Strategy, Coaching, Marketing, New Business Development, Project Planning, Sales, Human Resources, Event Planning, Financial Services, Insurance, Leadership Development, Analysis
Education
Binghamton University - School of Management
BS
University of New Haven
MBA
AXA October 2010 - Present
Rosenzweig Financial Services January 2010 - March 2010
AXA Equitable February 2008 - May 2009
AXA Equitable January 2007 - February 2008
AXA Equitable March 2005 - December 2006
The MONY Group 2002 - 2005
The MONY Group 1999 - 2002
Prudential Preffered Financial Services 1996 - 1999
Skills
Budgets, Leadership, Team Leadership, Project Management, Management, Business Planning, Recruiting, Business Strategy, Business Development, Training, Marketing Strategy, Coaching, Marketing, New Business Development, Project Planning, Sales, Human Resources, Event Planning, Financial Services, Insurance, Leadership Development, Analysis
Education
Binghamton University - School of Management
BS
University of New Haven
MBA
Teri Emmi Teri Emmi's The MONY Group Experience 1979 - 1982
Job President at EMMCO SPORT
Industry Sporting Goods
Experience
EMMCO SPORT October 2010 - Present
GMAC Insurance 1997 - 1999
Risk Enterprise Management 1994 - 1997
GHI 1988 - 1994
ERISCO, A Dun& Bradstreet Corporation 1983 - 1988
The MONY Group 1979 - 1982
Home Life Insurance 1977 - 1979
Skills
Marketing, Strategic Planning, Customer Service, Systems Analysis, System Testing, Business Development, Social Media, Leadership, New Business Development, Business Objects, Problem Solving, Quality Management, R&D, User Experience, User Interface Design, Underwriting, User Acceptance Testing, Strategy
Education
Fairleigh Dickinson University
Graduate Studies, Accounting and Finance
Georgian Court University
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
EMMCO SPORT October 2010 - Present
GMAC Insurance 1997 - 1999
Risk Enterprise Management 1994 - 1997
GHI 1988 - 1994
ERISCO, A Dun& Bradstreet Corporation 1983 - 1988
The MONY Group 1979 - 1982
Home Life Insurance 1977 - 1979
Skills
Marketing, Strategic Planning, Customer Service, Systems Analysis, System Testing, Business Development, Social Media, Leadership, New Business Development, Business Objects, Problem Solving, Quality Management, R&D, User Experience, User Interface Design, Underwriting, User Acceptance Testing, Strategy
Education
Fairleigh Dickinson University
Graduate Studies, Accounting and Finance
Georgian Court University
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
John Natoli John Natoli's The MONY Group Experience April 1998 - December 1999
Job General Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group September 2011 - Present
Capstone Financial Partners January 2000 - August 2011
The MONY Group April 1998 - December 1999
Skills
Financial Advisor..., Management Development...
Education
Fairfield University 1987 — 1991
BS Accounting, Accounting
Our Lady of Lourdes 1983 — 1987
MassMutual Financial Group September 2011 - Present
Capstone Financial Partners January 2000 - August 2011
The MONY Group April 1998 - December 1999
Skills
Financial Advisor..., Management Development...
Education
Fairfield University 1987 — 1991
BS Accounting, Accounting
Our Lady of Lourdes 1983 — 1987
Digna Figueroa, MA, CLF® Digna Figueroa, MA, CLF®'s The MONY Group Experience April 2003 - July 2004
Job Director of Initiatives at The Guardian Life Insurance Company of America
Industry Insurance
Experience
The Guardian Life Insurance Company of America January 2014 - Present
The Guardian Life Insurance Company of America June 2009 - January 2014
MetLife Financial Services December 2006 - June 2009
AXA Equitable/The MONY Group July 2004 - December 2006
The MONY Group April 2003 - July 2004
The MONY Group 1999 - 2003
The MONY Group 1997 - 1999
Skills
Financial Services, Marketing, Fixed Annuities, Management, Leadership Development, Performance Management, Coaching, Recruiting, Training, Business Planning, Succession Planning, Change Management, Talent Management, Program Management, Vendor Management, Sales Management, Project Planning, Leadership, Time Management, Strategy, CRM, Employee Training, Consulting, Securities, Insurance, Small Business, Project Management, Employee Benefits, Organizational..., Strategic Planning, Management Consulting, Business Analysis, Marketing Strategy, Budgets, Team Building, Risk Management, Retirement, Process Improvement, Estate Planning, Human Resources
Education
The American College 2011 — 2013
CLF, Organizational Leadership
Fairleigh Dickinson University 2009 — 2013
Masters, Industrial Organizational Behavior
ASTD 2011 — 2011
Certificate, Sales Coaching for Business Impact
Saint Peter's University
BA, Business Administration
The Guardian Life Insurance Company of America January 2014 - Present
The Guardian Life Insurance Company of America June 2009 - January 2014
MetLife Financial Services December 2006 - June 2009
AXA Equitable/The MONY Group July 2004 - December 2006
The MONY Group April 2003 - July 2004
The MONY Group 1999 - 2003
The MONY Group 1997 - 1999
Skills
Financial Services, Marketing, Fixed Annuities, Management, Leadership Development, Performance Management, Coaching, Recruiting, Training, Business Planning, Succession Planning, Change Management, Talent Management, Program Management, Vendor Management, Sales Management, Project Planning, Leadership, Time Management, Strategy, CRM, Employee Training, Consulting, Securities, Insurance, Small Business, Project Management, Employee Benefits, Organizational..., Strategic Planning, Management Consulting, Business Analysis, Marketing Strategy, Budgets, Team Building, Risk Management, Retirement, Process Improvement, Estate Planning, Human Resources
Education
The American College 2011 — 2013
CLF, Organizational Leadership
Fairleigh Dickinson University 2009 — 2013
Masters, Industrial Organizational Behavior
ASTD 2011 — 2011
Certificate, Sales Coaching for Business Impact
Saint Peter's University
BA, Business Administration
Janelle Winston's The MONY Group Experience 1989 - 1990
Job Executive Presence & Communications Coach, Speech, Public Speaking & Presentation Coach and Trainer
Industry Professional Training & Coaching
Experience
SpeechCoach Company January 1990 - Present
United States State Dept. - Foreign Service Institute 2004 - 2004
UMass Boston 1995 - 1998
Emerson College 1992 - 1995
Performance Plus 1991 - 1992
The MONY Group 1989 - 1990
Skills
Speech Coaching, Coaching, Training, Workshop Facilitation, Public Speaking, Leadership Development, Interviews, Customer Service, Performance Management, Teaching, Program Management, Training Delivery, Conflict Resolution, Project Planning, Leadership, Media Skills Training, Presentation Coaching, Executive Coaching
Education
Emerson College
MA, Speech Communication
SpeechCoach Company January 1990 - Present
United States State Dept. - Foreign Service Institute 2004 - 2004
UMass Boston 1995 - 1998
Emerson College 1992 - 1995
Performance Plus 1991 - 1992
The MONY Group 1989 - 1990
Skills
Speech Coaching, Coaching, Training, Workshop Facilitation, Public Speaking, Leadership Development, Interviews, Customer Service, Performance Management, Teaching, Program Management, Training Delivery, Conflict Resolution, Project Planning, Leadership, Media Skills Training, Presentation Coaching, Executive Coaching
Education
Emerson College
MA, Speech Communication
Sue Anne Schoonderwoerd Sue Anne Schoonderwoerd's The MONY Group Experience July 1982 - December 1999
Job REALTOR, SFR, MRP
Industry Real Estate
Experience
Northside Realty April 2011 - Present
Lincoln Financial Securities,Corp; Member SIPC April 2003 - March 2013
UBS Financial Services January 2000 - April 2003
The MONY Group July 1982 - December 1999
Retirement Advisors of North Carolina, Inc September 1995 - May 1999
University of North Carolina at Chapel Hill August 1981 - July 1982
American Samoa Community College May 1980 - June 1981
Craven County Schools August 1973 - May 1980
St. Mary's Junior College August 1969 - July 1971
Tustin Unified School District August 1965 - July 1967
Skills
Team Leadership, Time Management, Business Intelligence, Investments, Real Estate, Retirement, Series 7, Foreclosures, Insurance, Management, Sellers, Negotiation, Project Management, Life Insurance, FHA, Securities, Short Sales, Investors, First Time Home Buyers, Selling, Relocation, Referrals, Buyer Representation, New Home Sales, Real Estate Transactions, Single Family Homes, Real Property, Townhomes, ABR
Education
JY Monk Real Estate School 2010 — 2011
Full Broker, Pre-licensing, Post Licensing, & CE
University of North Carolina at Chapel Hill 1982 — 1984
Educational Doctorate Studies
East Carolina University 1977 — 1980
Ed.S.- Educational Specialist Degree, Curriculum Instruction & Supervision
North Carolina State University 1968 — 1970
M.Ed.- Master of Education Degree, Guidance & Personnel Services
Meredith College 1960 — 1964
BA- Bachelor of Arts Degree, Mathematics
Northside Realty April 2011 - Present
Lincoln Financial Securities,Corp; Member SIPC April 2003 - March 2013
UBS Financial Services January 2000 - April 2003
The MONY Group July 1982 - December 1999
Retirement Advisors of North Carolina, Inc September 1995 - May 1999
University of North Carolina at Chapel Hill August 1981 - July 1982
American Samoa Community College May 1980 - June 1981
Craven County Schools August 1973 - May 1980
St. Mary's Junior College August 1969 - July 1971
Tustin Unified School District August 1965 - July 1967
Skills
Team Leadership, Time Management, Business Intelligence, Investments, Real Estate, Retirement, Series 7, Foreclosures, Insurance, Management, Sellers, Negotiation, Project Management, Life Insurance, FHA, Securities, Short Sales, Investors, First Time Home Buyers, Selling, Relocation, Referrals, Buyer Representation, New Home Sales, Real Estate Transactions, Single Family Homes, Real Property, Townhomes, ABR
Education
JY Monk Real Estate School 2010 — 2011
Full Broker, Pre-licensing, Post Licensing, & CE
University of North Carolina at Chapel Hill 1982 — 1984
Educational Doctorate Studies
East Carolina University 1977 — 1980
Ed.S.- Educational Specialist Degree, Curriculum Instruction & Supervision
North Carolina State University 1968 — 1970
M.Ed.- Master of Education Degree, Guidance & Personnel Services
Meredith College 1960 — 1964
BA- Bachelor of Arts Degree, Mathematics
Martha Ellen Laff, CLU(R), ChFC(R), CRPC(R) Martha Ellen Laff, CLU(R), ChFC(R), CRPC(R)'s The MONY Group Experience 1977 - 1996
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2011 - Present
Investment Broker/Dealer 1997 - December 2011
North Valley Chamber of Commerce 1997 - 2010
Martha E. Laff Financial Services 1992 - 1996
The MONY Group 1977 - 1996
Education
California State University-Northridge 1982 — 1984
Economics
Los Angeles Valley College 1969 — 1971
AA, Business Administration & Computer Programming
Ameriprise Financial Services, Inc. December 2011 - Present
Investment Broker/Dealer 1997 - December 2011
North Valley Chamber of Commerce 1997 - 2010
Martha E. Laff Financial Services 1992 - 1996
The MONY Group 1977 - 1996
Education
California State University-Northridge 1982 — 1984
Economics
Los Angeles Valley College 1969 — 1971
AA, Business Administration & Computer Programming
Ketty Wilcoxen Ketty Wilcoxen's The MONY Group Experience 2003 - 2005
Job Benefits Analyst at SercoNA
Industry Defense & Space
Experience
Serco April 2015 - Present
Long & Foster Insurance Agency March 2010 - March 2015
Wilcoxen Consulting Group, LLC. October 2009 - January 2013
Agency ONE Insurance Marketing Group, Inc. September 2007 - September 2009
AXA 2005 - 2007
The MONY Group 2003 - 2005
MassMutual 2001 - 2003
The Hartford 1999 - 2001
Skills
Life Insurance, Relationship Management, Business Development, Insurance, Fixed Annuities, Retirement Planning, Term Life Insurance, Underwriting, Health Insurance, Retirement, New Business Development, Universal Life, Brokers, Real Estate, Marketing, Investments, General Insurance, Sales, Property & Casualty..., Online Marketing, Casualty, Training, Employee Benefits, Strategic Financial..., Financial Services, Umbrella Insurance, Financial Planning
Education
Cambridge College
Masters, Business Management
University of Connecticut
Bachelor, Psychology
Serco April 2015 - Present
Long & Foster Insurance Agency March 2010 - March 2015
Wilcoxen Consulting Group, LLC. October 2009 - January 2013
Agency ONE Insurance Marketing Group, Inc. September 2007 - September 2009
AXA 2005 - 2007
The MONY Group 2003 - 2005
MassMutual 2001 - 2003
The Hartford 1999 - 2001
Skills
Life Insurance, Relationship Management, Business Development, Insurance, Fixed Annuities, Retirement Planning, Term Life Insurance, Underwriting, Health Insurance, Retirement, New Business Development, Universal Life, Brokers, Real Estate, Marketing, Investments, General Insurance, Sales, Property & Casualty..., Online Marketing, Casualty, Training, Employee Benefits, Strategic Financial..., Financial Services, Umbrella Insurance, Financial Planning
Education
Cambridge College
Masters, Business Management
University of Connecticut
Bachelor, Psychology
William L Bill Moore William L Bill Moore's The MONY Group Experience March 1977 - March 1997
Job Senior Vice President & Senior Consultant at Kinder Brothers International
Industry Financial Services
Experience
Kinder Brothers International January 2001 - Present
The MONY Group March 1977 - March 1997
US Army 1968 - 1972
Skills
Banking, Long-term Care, Fixed Annuities, Life Insurance, Retirement Planning, Retirement, Wealth Management, Health Insurance, Disability Insurance, Financial Advisory, Financial Services, Investment Advisory, Strategic Financial..., Portfolio Management, Estate Planning, Pensions, 401k, Employee Benefits, Management, General Insurance, Risk Management, Investments, Mutual Funds, Finance, Financial Planning
Education
University of Arkansas for Medical Sciences
Doctor of Pharmacy, Pharmacy
University of Arkansas for Medical Sciences 1964 — 1967
BSPH, Pharmacy
Arkansas State University
Kinder Brothers International January 2001 - Present
The MONY Group March 1977 - March 1997
US Army 1968 - 1972
Skills
Banking, Long-term Care, Fixed Annuities, Life Insurance, Retirement Planning, Retirement, Wealth Management, Health Insurance, Disability Insurance, Financial Advisory, Financial Services, Investment Advisory, Strategic Financial..., Portfolio Management, Estate Planning, Pensions, 401k, Employee Benefits, Management, General Insurance, Risk Management, Investments, Mutual Funds, Finance, Financial Planning
Education
University of Arkansas for Medical Sciences
Doctor of Pharmacy, Pharmacy
University of Arkansas for Medical Sciences 1964 — 1967
BSPH, Pharmacy
Arkansas State University
Carlyn Greco Carlyn Greco's The MONY Group Experience January 1999 - August 1999
Job Creative Communications & Social Marketing
Industry Marketing and Advertising
Experience
Schneider Electric April 2014 - Present
Invensys Operations Management April 2012 - April 2014
Invensys August 2007 - April 2012
Accurate Background 2005 - 2007
Cycle-Therm, Inc. 2003 - 2005
Cox Communications 2001 - 2003
Trammell Crow Company 2000 - 2001
The MONY Group January 1999 - August 1999
Radisson Resort Scottsdale January 1997 - August 1998
Skills
Online Marketing, Social Media Marketing, Strategic Planning, Action Oriented, Email Marketing, LinkedIn, Video Production, Partner Management, Business Planning, Product Marketing, Marketing Strategy, Marketing Communications, Product Management, Automation, Online Advertising, Leadership, Lead Generation, Program Management, B2B Marketing, Strategy, Advertising, Project Management, Product Launch, Marketing
Education
Arizona State University 1992 — 1996
BS, Journalism
American Express Travel School 1996 — 1996
Certification
Schneider Electric April 2014 - Present
Invensys Operations Management April 2012 - April 2014
Invensys August 2007 - April 2012
Accurate Background 2005 - 2007
Cycle-Therm, Inc. 2003 - 2005
Cox Communications 2001 - 2003
Trammell Crow Company 2000 - 2001
The MONY Group January 1999 - August 1999
Radisson Resort Scottsdale January 1997 - August 1998
Skills
Online Marketing, Social Media Marketing, Strategic Planning, Action Oriented, Email Marketing, LinkedIn, Video Production, Partner Management, Business Planning, Product Marketing, Marketing Strategy, Marketing Communications, Product Management, Automation, Online Advertising, Leadership, Lead Generation, Program Management, B2B Marketing, Strategy, Advertising, Project Management, Product Launch, Marketing
Education
Arizona State University 1992 — 1996
BS, Journalism
American Express Travel School 1996 — 1996
Certification
Scott Gropp Scott Gropp's The MONY Group Experience January 1992 - June 1997
Job Owner, Intermountain Insurance Group, LLC
Industry Insurance
Experience
Intermountain Insurance Group, LLC August 2009 - Present
Ricketts & Associates February 2000 - July 2009
Standard Financial July 1997 - January 2000
The MONY Group January 1992 - June 1997
Idaho Central Credit Union May 1990 - December 1991
Skills
Property & Casualty..., Insurance, Underwriting, Workers Compensation, Commercial Insurance, Casualty
Education
Boise State University 1987 — 1990
BBA, Finance
Ricks College 1986 — 1986
Associate, Business
Intermountain Insurance Group, LLC August 2009 - Present
Ricketts & Associates February 2000 - July 2009
Standard Financial July 1997 - January 2000
The MONY Group January 1992 - June 1997
Idaho Central Credit Union May 1990 - December 1991
Skills
Property & Casualty..., Insurance, Underwriting, Workers Compensation, Commercial Insurance, Casualty
Education
Boise State University 1987 — 1990
BBA, Finance
Ricks College 1986 — 1986
Associate, Business
Roy H. Bubbs Roy H. Bubbs's The MONY Group Experience June 2000 - February 2005
Job CONSULTANT | Impacting Companies Strategies & Implementation | Helping Individuals Find New Businesses | Entrepreneur
Industry Management Consulting
Experience
MRB Financial Services Inc. October 2013 - Present
Roy H. Bubbs, LLC September 2005 - Present
Hooper Holmes, Inc. February 2008 - September 2010
The MONY Group June 2000 - February 2005
Manulife Financial 1995 - 2000
CIGNA / Connecticut General LIC 1972 - 1995
Skills
Insurance, Business Planning, Brokers, Strategic Planning, Franchise Consulting, Executive Management, Marketing, Life Insurance, Business Strategy, New Business Development, Mergers & Acquisitions, Leadership, Recruiting, Risk Management, Investments, Business Development, Management Consulting, Fixed Annuities, Retirement Planning, Team Building, Strategic Financial..., Management, Finance, Employee Benefits, Consulting, Start-ups, Strategy, Small Business, Financial Services, Project Planning, Leadership Development, Retirement, Executive Coaching, Financial Analysis, Training, Process Improvement, Sales, Sales Management, Coaching, Organizational..., Business Process..., Change Management, Operations Management, Vendor Management, Succession Planning, Performance Management, Cross-functional Team..., Analysis, Franchising, CRM
Education
Loyola University Maryland 1979 — 1981
MBA, Finance, General
Eastern Michigan University 1967 — 1971
BS, Pre Law
American College
CLU & ChFC, Insurance & Financial Planning
Kellogg School of Management
Advance Studies, Mergers & Acquisitions
Wharton Business School
Advance Studies, Finance
MRB Financial Services Inc. October 2013 - Present
Roy H. Bubbs, LLC September 2005 - Present
Hooper Holmes, Inc. February 2008 - September 2010
The MONY Group June 2000 - February 2005
Manulife Financial 1995 - 2000
CIGNA / Connecticut General LIC 1972 - 1995
Skills
Insurance, Business Planning, Brokers, Strategic Planning, Franchise Consulting, Executive Management, Marketing, Life Insurance, Business Strategy, New Business Development, Mergers & Acquisitions, Leadership, Recruiting, Risk Management, Investments, Business Development, Management Consulting, Fixed Annuities, Retirement Planning, Team Building, Strategic Financial..., Management, Finance, Employee Benefits, Consulting, Start-ups, Strategy, Small Business, Financial Services, Project Planning, Leadership Development, Retirement, Executive Coaching, Financial Analysis, Training, Process Improvement, Sales, Sales Management, Coaching, Organizational..., Business Process..., Change Management, Operations Management, Vendor Management, Succession Planning, Performance Management, Cross-functional Team..., Analysis, Franchising, CRM
Education
Loyola University Maryland 1979 — 1981
MBA, Finance, General
Eastern Michigan University 1967 — 1971
BS, Pre Law
American College
CLU & ChFC, Insurance & Financial Planning
Kellogg School of Management
Advance Studies, Mergers & Acquisitions
Wharton Business School
Advance Studies, Finance
Eugene Parhomovsky Eugene Parhomovsky's The MONY Group Experience April 2003 - April 2004
Job owner at Air Grove
Industry Construction
Experience
Air Grove - Air Conditioning and Heating March 2009 - Present
The MONY Group April 2003 - April 2004
Education
National Aviation University 1984 — 1992
Air Grove - Air Conditioning and Heating March 2009 - Present
The MONY Group April 2003 - April 2004
Education
National Aviation University 1984 — 1992
Steven Smulewitz Steven Smulewitz's The MONY Group Experience January 1988 - December 1996
Job Financial Management Consultant
Industry Accounting
Experience
Budget Keepers January 2004 - Present
Young Men's Ultimate Weekend January 2000 - Present
Kurtzman Carson Consultants LLC September 2011 - February 2012
Boy Scouts of America March 2010 - August 2011
Putney Financial Group January 1997 - December 1999
The MONY Group January 1988 - December 1996
Skills
Accounting, Financial Reporting, Financial Analysis, Non-profits, Microsoft Excel, Risk Management, Budgets, Managerial Finance, Training, QuickBooks, Operations Management, Accounts Payable, Project Management, Payroll, Leadership, GAAP, Community Outreach, Accounts Receivable, Internal Controls, General Ledger, Recruiting, Public Speaking, Management, Access, Small Business, Finance, Nonprofits, Analysis, Strategic Planning, Human Resources, Software Documentation
Education
Hofstra University 1980 — 1982
BA
SUNY Binghamton 1978 — 1980
Ward Melville High School 1974 — 1978
Budget Keepers January 2004 - Present
Young Men's Ultimate Weekend January 2000 - Present
Kurtzman Carson Consultants LLC September 2011 - February 2012
Boy Scouts of America March 2010 - August 2011
Putney Financial Group January 1997 - December 1999
The MONY Group January 1988 - December 1996
Skills
Accounting, Financial Reporting, Financial Analysis, Non-profits, Microsoft Excel, Risk Management, Budgets, Managerial Finance, Training, QuickBooks, Operations Management, Accounts Payable, Project Management, Payroll, Leadership, GAAP, Community Outreach, Accounts Receivable, Internal Controls, General Ledger, Recruiting, Public Speaking, Management, Access, Small Business, Finance, Nonprofits, Analysis, Strategic Planning, Human Resources, Software Documentation
Education
Hofstra University 1980 — 1982
BA
SUNY Binghamton 1978 — 1980
Ward Melville High School 1974 — 1978
Will Golden Will Golden's The MONY Group Experience 1989 - 1991
Job Managing Director at Cushman & Wakefield
Industry Commercial Real Estate
Experience
Cushman & Wakefield May 2014 - Present
CB Richard Ellis October 2003 - April 2014
Johnson Controls/USI 1999 - 2003
Cushman & Wakefield 1993 - 1999
The MONY Group 1989 - 1991
Skills
Financial Analysis, Business Development, Strategic Consulting, CRM, Account Management, Transaction Management, Real Estate, Portfolio Management, Strategic Planning, New Business Development, Lease Negotiations, Project Management, Corporate Real Estate, Lease Administration, Leases, Brokerage, Tenant Representation, Asset Management, Commercial Real Estate, Real Estate Transactions, Negotiation, Acquisitions, Disposition, Landlords, Strategy, Real Estate Economics, Real Estate Development, Due Diligence, Location Intelligence, Contract Negotiation, Valuation, Mergers & Acquisitions, Finance, Tenant, Business Strategy, Real Estate Financing, Investments, Property Management
Education
Columbia University 1991 — 1993
MBA, Accounting, Finance
Columbia University 1982 — 1986
BA, History
Cushman & Wakefield May 2014 - Present
CB Richard Ellis October 2003 - April 2014
Johnson Controls/USI 1999 - 2003
Cushman & Wakefield 1993 - 1999
The MONY Group 1989 - 1991
Skills
Financial Analysis, Business Development, Strategic Consulting, CRM, Account Management, Transaction Management, Real Estate, Portfolio Management, Strategic Planning, New Business Development, Lease Negotiations, Project Management, Corporate Real Estate, Lease Administration, Leases, Brokerage, Tenant Representation, Asset Management, Commercial Real Estate, Real Estate Transactions, Negotiation, Acquisitions, Disposition, Landlords, Strategy, Real Estate Economics, Real Estate Development, Due Diligence, Location Intelligence, Contract Negotiation, Valuation, Mergers & Acquisitions, Finance, Tenant, Business Strategy, Real Estate Financing, Investments, Property Management
Education
Columbia University 1991 — 1993
MBA, Accounting, Finance
Columbia University 1982 — 1986
BA, History
Christine Merrick Christine Merrick's The MONY Group Experience March 2000 - June 2004
Job Sr. Accounting Analyst at Carrier Corporation
Industry Mechanical or Industrial Engineering
Experience
Carrier Transicold October 2011 - Present
Carrier Corporation June 2007 - October 2011
AXA June 2004 - November 2005
The MONY Group March 2000 - June 2004
Skills
Accounting, SOX Compliancy, Account Reconciliation, Monthly Close Process, Journal Entries, SAP, ManMan, Baan, GEAC, Internal Controls
Education
Columbia College 2005 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
Virginia State University 1990 — 1994
Bachelor of Science (BS), Accounting
Carrier Transicold October 2011 - Present
Carrier Corporation June 2007 - October 2011
AXA June 2004 - November 2005
The MONY Group March 2000 - June 2004
Skills
Accounting, SOX Compliancy, Account Reconciliation, Monthly Close Process, Journal Entries, SAP, ManMan, Baan, GEAC, Internal Controls
Education
Columbia College 2005 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
Virginia State University 1990 — 1994
Bachelor of Science (BS), Accounting
Annette Sauter Annette Sauter's The MONY Group Experience 2000 - 2005
Job Change Management Admin at AXA Technologies
Industry Information Technology and Services
Experience
AXA Technologies January 2005 - Present
The MONY Group 2000 - 2005
Agway April 1996 - January 2000
Skills
Microsoft Office, Customer Service, Customer Oriented, Change Management, Service Management, ITIL, SCCM, Windows 7, Incident Management, Major Incident..., Call Centers, Technical Support
Education
Onondaga Community College 1989 — 1990
Alfred State College - SUNY College of Technology 1988 — 1989
AXA Technologies January 2005 - Present
The MONY Group 2000 - 2005
Agway April 1996 - January 2000
Skills
Microsoft Office, Customer Service, Customer Oriented, Change Management, Service Management, ITIL, SCCM, Windows 7, Incident Management, Major Incident..., Call Centers, Technical Support
Education
Onondaga Community College 1989 — 1990
Alfred State College - SUNY College of Technology 1988 — 1989
Shannon King, CSSC Shannon King, CSSC's The MONY Group Experience May 1999 - May 2000
Job Associate at Atlas Settlement Group, Inc.
Industry Insurance
Experience
Atlas Settlement Group, Inc. October 2011 - Present
Novartis Vaccines and Diagnostics Technical Operations March 2011 - October 2011
Jim's July 2005 - March 2011
Café Enrico February 2005 - October 2005
EPS Settlements Group January 2001 - January 2005
Bank of the West May 2000 - January 2001
The MONY Group May 1999 - May 2000
Cambridge Galaher January 1996 - May 1999
Skills
CA Life License #0C49529, Certified Structured..., Claim, Life Insurance, Marketing, Recruiting, Editing, Sales, Training, Customer Service, Fixed Annuities, Long-term Care, Analysis, Workers Compensation, Legal Liability, Insurance, Liability
Education
California Culinary Academy 2005 — 2006
Associate of Occupational Studies Degree, Le Cordon Bleu - Culinary Arts
Berkeley City College
Associates, General
Atlas Settlement Group, Inc. October 2011 - Present
Novartis Vaccines and Diagnostics Technical Operations March 2011 - October 2011
Jim's July 2005 - March 2011
Café Enrico February 2005 - October 2005
EPS Settlements Group January 2001 - January 2005
Bank of the West May 2000 - January 2001
The MONY Group May 1999 - May 2000
Cambridge Galaher January 1996 - May 1999
Skills
CA Life License #0C49529, Certified Structured..., Claim, Life Insurance, Marketing, Recruiting, Editing, Sales, Training, Customer Service, Fixed Annuities, Long-term Care, Analysis, Workers Compensation, Legal Liability, Insurance, Liability
Education
California Culinary Academy 2005 — 2006
Associate of Occupational Studies Degree, Le Cordon Bleu - Culinary Arts
Berkeley City College
Associates, General
Mary K.Harkola, PCS, AIAA, CIG, Notary Public, Mary K.Harkola, PCS, AIAA, CIG, Notary Public,'s The MONY Group Experience 2000 - 2005
Job Payroll Tax Accountant
Industry Financial Services
Experience
Beaver Lake Nature Center 2011 - Present
AXA Equitable Life Insurance Company 2005 - 2011
The MONY Group 2000 - 2005
Skills
Self-Motivated, Problem Solving, Results Oriented, Innovative Problem..., Objective, Enthusiastic, Analytical Thinking, Organized, Analytical Skills, Goal Oriented, Life Insurance, Fixed Annuities, Finance, Leadership, Access, Insurance, Financial Analysis, Microsoft Excel, Microsoft Office, Strategic Planning
Education
Columbia College
BA, Liberal Arts
Green Mountain College
AA, Marketing
Beaver Lake Nature Center 2011 - Present
AXA Equitable Life Insurance Company 2005 - 2011
The MONY Group 2000 - 2005
Skills
Self-Motivated, Problem Solving, Results Oriented, Innovative Problem..., Objective, Enthusiastic, Analytical Thinking, Organized, Analytical Skills, Goal Oriented, Life Insurance, Fixed Annuities, Finance, Leadership, Access, Insurance, Financial Analysis, Microsoft Excel, Microsoft Office, Strategic Planning
Education
Columbia College
BA, Liberal Arts
Green Mountain College
AA, Marketing
Dmitriy Shmidt Dmitriy Shmidt's The MONY Group Experience June 2000 - April 2001
Job Senior Business Analyst at Xerox State and Local Solutions, Lean Six Sigma Green Belt
Industry Information Technology and Services
Experience
Xerox January 2006 - Present
AEGIS Insurance Services June 2001 - January 2006
The MONY Group June 2000 - April 2001
New York State Assembly January 2000 - May 2000
Skills
Six Sigma, Business Intelligence, Vendor Management, Project Management, Change Management, Process Improvement, Project Planning, Requirements Analysis, Testing, Business Analysis, Customer Service, MS Project, Management, Strategic Planning, Analysis, Process Engineering, Leadership, SDLC, Software Development, Integration, CRM, Cross-functional Team..., Access, Program Management, SQL, Troubleshooting, Software Project..., Software Documentation, Customer Relations
Education
Brooklyn College 1995 — 2000
Bachelor of Science, Business, Management; Finance
Xerox January 2006 - Present
AEGIS Insurance Services June 2001 - January 2006
The MONY Group June 2000 - April 2001
New York State Assembly January 2000 - May 2000
Skills
Six Sigma, Business Intelligence, Vendor Management, Project Management, Change Management, Process Improvement, Project Planning, Requirements Analysis, Testing, Business Analysis, Customer Service, MS Project, Management, Strategic Planning, Analysis, Process Engineering, Leadership, SDLC, Software Development, Integration, CRM, Cross-functional Team..., Access, Program Management, SQL, Troubleshooting, Software Project..., Software Documentation, Customer Relations
Education
Brooklyn College 1995 — 2000
Bachelor of Science, Business, Management; Finance
Eric Heymann Eric Heymann's The MONY Group Experience 1998 - 2001
Job Premier Banker, Vice President at Suntrust Bank
Industry Banking
Experience
SunTrust March 2015 - Present
Fifth Third Securities October 2012 - February 2015
Modern Woodmen of America March 2011 - October 2012
Horace Mann 2010 - 2011
MassMutual January 2008 - January 2010
Foresters Financial Partners 2001 - 2008
The MONY Group 1998 - 2001
Education
Florida Metropolitan University 1987 — 1993
BS, Marketing/Management
FLUSHING HS
SunTrust March 2015 - Present
Fifth Third Securities October 2012 - February 2015
Modern Woodmen of America March 2011 - October 2012
Horace Mann 2010 - 2011
MassMutual January 2008 - January 2010
Foresters Financial Partners 2001 - 2008
The MONY Group 1998 - 2001
Education
Florida Metropolitan University 1987 — 1993
BS, Marketing/Management
FLUSHING HS
Samir Twair Samir Twair's The MONY Group Experience September 2000 - May 2004
Job Financial Professional at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 1997 - Present
The MONY Group September 2000 - May 2004
AXA Advisors August 1987 - January 1993
Skills
Artistry, Journalist, Archaeology, Investments, Disability Insurance, Public Speaking, Portfolio Management, Wealth Management, Insurance, Strategic Financial..., Retirement Planning, Philanthropy, Fundraising, Research, Non-profits, Asset Managment, Estate Planning, IRAs, Employee Benefits, Small Business, Asset Allocation, Series 6, Editing
Education
UCLA 1983 — 1985
MA, History
Damascus University 1973 — 1978
BA, FINE ARTS
Principal Financial Group October 1997 - Present
The MONY Group September 2000 - May 2004
AXA Advisors August 1987 - January 1993
Skills
Artistry, Journalist, Archaeology, Investments, Disability Insurance, Public Speaking, Portfolio Management, Wealth Management, Insurance, Strategic Financial..., Retirement Planning, Philanthropy, Fundraising, Research, Non-profits, Asset Managment, Estate Planning, IRAs, Employee Benefits, Small Business, Asset Allocation, Series 6, Editing
Education
UCLA 1983 — 1985
MA, History
Damascus University 1973 — 1978
BA, FINE ARTS
Jamie Edson Jamie Edson's The MONY Group Experience January 1999 - October 2001
Job Owner at Birkdale House
Industry Real Estate
Experience
Birkdale House April 2013 - Present
RE/MAX Gold July 2012 - Present
GJE Associates August 1993 - Present
ZipRealty September 2011 - June 2013
Mason McDuffie/Better Homes and Gardens Real Estate May 2010 - September 2011
BlonVin 2003 - 2011
ZipRealty August 2008 - April 2010
East Bay Mortgage and Real Estate May 2007 - August 2008
Mass Mutual October 2001 - March 2003
The MONY Group January 1999 - October 2001
Skills
Contract Negotiation, Event Planning, Short Sales, Real Estate, Home Staging, Investment Properties, Sellers, Real Estate Transactions, Negotiation, Referrals, Foreclosures, Condos, REO, Single Family Homes, Property, Investors, Buyer Representation, First Time Home Buyers, Relocation, Listings, SFR, New Home Sales, Vacation Homes, Residential Homes, Buyers
Education
University of Washington 1984 — 1985
BS, Human Biology
Emory University 1980 — 1981
Nursing
Mills College 1974 — 1976
Music
Albany High School 1969 — 1974
Marin Elementary 1961 — 1968
Birkdale House April 2013 - Present
RE/MAX Gold July 2012 - Present
GJE Associates August 1993 - Present
ZipRealty September 2011 - June 2013
Mason McDuffie/Better Homes and Gardens Real Estate May 2010 - September 2011
BlonVin 2003 - 2011
ZipRealty August 2008 - April 2010
East Bay Mortgage and Real Estate May 2007 - August 2008
Mass Mutual October 2001 - March 2003
The MONY Group January 1999 - October 2001
Skills
Contract Negotiation, Event Planning, Short Sales, Real Estate, Home Staging, Investment Properties, Sellers, Real Estate Transactions, Negotiation, Referrals, Foreclosures, Condos, REO, Single Family Homes, Property, Investors, Buyer Representation, First Time Home Buyers, Relocation, Listings, SFR, New Home Sales, Vacation Homes, Residential Homes, Buyers
Education
University of Washington 1984 — 1985
BS, Human Biology
Emory University 1980 — 1981
Nursing
Mills College 1974 — 1976
Music
Albany High School 1969 — 1974
Marin Elementary 1961 — 1968
Brenda Maldonado Brenda Maldonado's The MONY Group Experience 2002 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
Nomura Bank 2010 - Present
Deutsche Bank 1996 - 2008
Alex. Brown & Sons 1996 - 2005
The MONY Group 2002 - 2004
Thomas Weisel Partners 2000 - 2001
Education
Farmingdale State College
Nomura Bank 2010 - Present
Deutsche Bank 1996 - 2008
Alex. Brown & Sons 1996 - 2005
The MONY Group 2002 - 2004
Thomas Weisel Partners 2000 - 2001
Education
Farmingdale State College
Heidi Escobar Heidi Escobar's The MONY Group Experience September 1980 - June 1987
Job Librarian at Vernon Verona Sherrill CSD
Industry Libraries
Experience
Vernon Verona Sherrill CSD September 2006 - Present
Syracuse Indoor Soccer Center (SISC) July 1991 - February 2008
Cicero North Syracuse High School 2005 - 2005
The MONY Group September 1980 - June 1987
Skills
Library Instruction, Information Literacy, Library, Library Science, Collection Development, Electronic Resources, Library 2.0, Instructional Technology, Library Management, Cataloging, Virtual Reference, Library Research, Digital Libraries, Academic Libraries, Educational Technology, Public Libraries, Teaching, Library Reference, Interlibrary Loan, Metadata, Literacy, Libraries
Education
Syracuse University 2003 — 2005
MSLIS, Library and Information Science
Binghamton University 1976 — 1980
BA, Spanish
Vernon Verona Sherrill CSD September 2006 - Present
Syracuse Indoor Soccer Center (SISC) July 1991 - February 2008
Cicero North Syracuse High School 2005 - 2005
The MONY Group September 1980 - June 1987
Skills
Library Instruction, Information Literacy, Library, Library Science, Collection Development, Electronic Resources, Library 2.0, Instructional Technology, Library Management, Cataloging, Virtual Reference, Library Research, Digital Libraries, Academic Libraries, Educational Technology, Public Libraries, Teaching, Library Reference, Interlibrary Loan, Metadata, Literacy, Libraries
Education
Syracuse University 2003 — 2005
MSLIS, Library and Information Science
Binghamton University 1976 — 1980
BA, Spanish
Jim Dishman, CFP®, ChFC® Jim Dishman, CFP®, ChFC®'s The MONY Group Experience January 1992 - December 1999
Job Financial Advisor at Raymond James
Industry Investment Management
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC May 2005 - Present
Merrill Lynch December 1999 - May 2005
The MONY Group January 1992 - December 1999
Education
Brigham Young University 1985 — 1991
B.S., Business Management
Raymond James Financial Services, Inc. Member FINRA/SIPC May 2005 - Present
Merrill Lynch December 1999 - May 2005
The MONY Group January 1992 - December 1999
Education
Brigham Young University 1985 — 1991
B.S., Business Management
Daren Phillipy Daren Phillipy's The MONY Group Experience June 2000 - September 2003
Job CEO/Team Leader at Keller Williams Realty the Marketplace
Industry Real Estate
Experience
Keller Williams Realty the Marketplace September 2012 - Present
Phillipy Consulting February 2011 - Present
LandAmerica April 2006 - January 2011
Beneficial Financial Group September 2003 - September 2005
The MONY Group June 2000 - September 2003
Northridge Media October 1998 - May 2000
LDS Church May 1993 - May 1995
Education
Brigham Young University 1998 — 2000
B.A., Communications, Business
Ricks College 1995 — 1997
Associated Degree, Arts and Sciences
Keller Williams Realty the Marketplace September 2012 - Present
Phillipy Consulting February 2011 - Present
LandAmerica April 2006 - January 2011
Beneficial Financial Group September 2003 - September 2005
The MONY Group June 2000 - September 2003
Northridge Media October 1998 - May 2000
LDS Church May 1993 - May 1995
Education
Brigham Young University 1998 — 2000
B.A., Communications, Business
Ricks College 1995 — 1997
Associated Degree, Arts and Sciences
Vincent M. Barone Vincent M. Barone's The MONY Group Experience 1998 - 2004
Job Independent Financial Consultant
Industry Financial Services
Experience
Straight Talk With Vinny, Inc. February 2012 - Present
Penn Mutual 2003 - 2008
The MONY Group 1998 - 2004
Education
City University of New York-College of Staten Island 1985 — 1987
BS, Economics
Straight Talk With Vinny, Inc. February 2012 - Present
Penn Mutual 2003 - 2008
The MONY Group 1998 - 2004
Education
City University of New York-College of Staten Island 1985 — 1987
BS, Economics
Barry Rabinovich, JD, AEP Barry Rabinovich, JD, AEP's The MONY Group Experience 1991 - 2003
Job Senior Advanced Markets Attorney
Industry Financial Services
Experience
MetLife 2005 - Present
AXA Financial 2003 - 2005
The MONY Group 1991 - 2003
National Madison Group, Inc. September 1985 - January 1990
Skills
Estate Planning, Retirement Planning, Mutual Funds, Insurance, Financial Advisory, Fixed Annuities, Retirement, Succession Planning, Series 7, Wealth Management, Securities, Series 63, 401k, Life Insurance, Disability Insurance, Strategic Financial..., Tax, Series 6, Business Planning, FINRA, Financial Planners, IRAs, Variable Annuities, Finance, Long Term Care Insurance, Series 24, Financial Services, Investment Advisory, Wealth, Wealth Management..., Long-term Care, Pensions, Investments, Term Life Insurance, Asset Allocation, Retirement Plan..., Qualified Retirement..., Universal Life, Defined Benefit, ERISA, 401k Rollovers, Uniform Combined State..., Investment Strategies, Whole Life, Personal Financial..., Employee Benefits, Asset Protection, Certified Financial..., Executive Pay
Education
Brooklyn Law School 1982 — 1985
JD, Law
NYU Graduate School of Business 1975 — 1977
MBA, Institutional Finance
Ohio University 1970 — 1974
BBA, Finance
MetLife 2005 - Present
AXA Financial 2003 - 2005
The MONY Group 1991 - 2003
National Madison Group, Inc. September 1985 - January 1990
Skills
Estate Planning, Retirement Planning, Mutual Funds, Insurance, Financial Advisory, Fixed Annuities, Retirement, Succession Planning, Series 7, Wealth Management, Securities, Series 63, 401k, Life Insurance, Disability Insurance, Strategic Financial..., Tax, Series 6, Business Planning, FINRA, Financial Planners, IRAs, Variable Annuities, Finance, Long Term Care Insurance, Series 24, Financial Services, Investment Advisory, Wealth, Wealth Management..., Long-term Care, Pensions, Investments, Term Life Insurance, Asset Allocation, Retirement Plan..., Qualified Retirement..., Universal Life, Defined Benefit, ERISA, 401k Rollovers, Uniform Combined State..., Investment Strategies, Whole Life, Personal Financial..., Employee Benefits, Asset Protection, Certified Financial..., Executive Pay
Education
Brooklyn Law School 1982 — 1985
JD, Law
NYU Graduate School of Business 1975 — 1977
MBA, Institutional Finance
Ohio University 1970 — 1974
BBA, Finance
Julie Demeyers Julie Demeyers's The MONY Group Experience December 1987 - September 1990
Job Program Manager at Xerox
Industry Information Technology and Services
Experience
Xerox July 2009 - Present
EDS November 1994 - July 2009
The MONY Group December 1987 - September 1990
Skills
Project Management, PMP, SDLC, Software Project..., COBOL, PMO, Program Management, Management, Mainframe, Requirements Analysis, Integration, ITIL, IT Strategy, Project Portfolio..., IT Service Management
Education
Roberts Wesleyan College 1998 — 1999
MS, Organizational Management
St. John Fisher College 1991 — 1995
BS, Management Information Systems
Alfred State College - SUNY College of Technology 1985 — 1987
A.S., Computer Science
Xerox July 2009 - Present
EDS November 1994 - July 2009
The MONY Group December 1987 - September 1990
Skills
Project Management, PMP, SDLC, Software Project..., COBOL, PMO, Program Management, Management, Mainframe, Requirements Analysis, Integration, ITIL, IT Strategy, Project Portfolio..., IT Service Management
Education
Roberts Wesleyan College 1998 — 1999
MS, Organizational Management
St. John Fisher College 1991 — 1995
BS, Management Information Systems
Alfred State College - SUNY College of Technology 1985 — 1987
A.S., Computer Science
Marta Ochoa Marta Ochoa's The MONY Group Experience 2001 - 2003
Job Accomplished AntiPiracy Attorney ★ Senior Corporate Counsel ★ International Business Expert ★ Brand Protector
Industry Legal Services
Experience
DIRECTV January 2012 - Present
Novell April 2003 - August 2011
Alliance Community Services January 2010 - July 2011
The MONY Group 2001 - 2003
Marquis Aurbach 1999 - 1999
Legislature, National Congress August 1991 - May 1997
Skills
Professional Mediator..., Strategic Planning, Risk Management, Management, Anti-piracy, Negotiation, Dispute Settlement, Licensing, Anti-counterfeiting, Mediation, Employee Training, Intellectual Property, International Business, Contract Negotiation, Leadership, Spanish, Program Management, Cross-functional Team..., Strategy, Training, Cloud Computing, Enterprise Software, SaaS, Strategic Partnerships
Education
Brigham Young University 1998 — 2001
Juris Doctor, Law
University of Utah 1999 — 2000
Conflict Resolution Graduate Certificate Program, Mediation, Negotiation, Communications
Brigham Young University 1997 — 1998
L.LM, Law
Buenos Aires, Argentina
Juris Doctor, Law
DIRECTV January 2012 - Present
Novell April 2003 - August 2011
Alliance Community Services January 2010 - July 2011
The MONY Group 2001 - 2003
Marquis Aurbach 1999 - 1999
Legislature, National Congress August 1991 - May 1997
Skills
Professional Mediator..., Strategic Planning, Risk Management, Management, Anti-piracy, Negotiation, Dispute Settlement, Licensing, Anti-counterfeiting, Mediation, Employee Training, Intellectual Property, International Business, Contract Negotiation, Leadership, Spanish, Program Management, Cross-functional Team..., Strategy, Training, Cloud Computing, Enterprise Software, SaaS, Strategic Partnerships
Education
Brigham Young University 1998 — 2001
Juris Doctor, Law
University of Utah 1999 — 2000
Conflict Resolution Graduate Certificate Program, Mediation, Negotiation, Communications
Brigham Young University 1997 — 1998
L.LM, Law
Buenos Aires, Argentina
Juris Doctor, Law
Tom Hoisington, B.A., CLU, ChFC, FICF Tom Hoisington, B.A., CLU, ChFC, FICF's The MONY Group Experience 1998 - 1999
Job Speaker, Trainer, Author
Industry Professional Training & Coaching
Experience
Eagle One Resources, LLC October 2007 - Present
BSA Seminole Springs District, Central Florida Council March 2013 - Present
National Speakers Association - Central Florida July 2013 - June 2014
Speakers Academy 2012-2013 Associate Dean June 2012 - June 2013
Hodges Mace Benefits Group 2011 - 2013
Consumer Debt Counselors, Inc. July 2000 - October 2012
Liberty Mutual Insurance May 1998 - July 2000
The MONY Group 1998 - 1999
Skills
Community Service, Public Speaking, Coaching, Executive Coaching, Training, Motivational Speaking, Leadership, Personal Development, Workshop Facilitation, Teaching, Small Business, Life Coaching, Team Building, Team Leadership, Time Management, Organizational..., Employee Training, Community Outreach, Instructional Design, Organizational..., Customer Retention, Interviews, Training Delivery, Nonprofits, Staff Development, Selling, Presentation Coaching, Adult Education, Budgets, Business Coaching, Volunteer Management, Program Development, Curriculum Development, Emotional Intelligence, Instructor-led Training, Needs Analysis, Workshops, Organizational Learning, Corporate Training, Executive Development, Career Management, Employee Benefits, Job Coaching, Program Management, Conflict Resolution, Career Counseling, Resume Writing, Career Development, 360 Feedback, Sales
Education
California State University-Fullerton 1969 — 1973
Bachelors, Bachelor of Arts Degree, History
Eagle One Resources, LLC October 2007 - Present
BSA Seminole Springs District, Central Florida Council March 2013 - Present
National Speakers Association - Central Florida July 2013 - June 2014
Speakers Academy 2012-2013 Associate Dean June 2012 - June 2013
Hodges Mace Benefits Group 2011 - 2013
Consumer Debt Counselors, Inc. July 2000 - October 2012
Liberty Mutual Insurance May 1998 - July 2000
The MONY Group 1998 - 1999
Skills
Community Service, Public Speaking, Coaching, Executive Coaching, Training, Motivational Speaking, Leadership, Personal Development, Workshop Facilitation, Teaching, Small Business, Life Coaching, Team Building, Team Leadership, Time Management, Organizational..., Employee Training, Community Outreach, Instructional Design, Organizational..., Customer Retention, Interviews, Training Delivery, Nonprofits, Staff Development, Selling, Presentation Coaching, Adult Education, Budgets, Business Coaching, Volunteer Management, Program Development, Curriculum Development, Emotional Intelligence, Instructor-led Training, Needs Analysis, Workshops, Organizational Learning, Corporate Training, Executive Development, Career Management, Employee Benefits, Job Coaching, Program Management, Conflict Resolution, Career Counseling, Resume Writing, Career Development, 360 Feedback, Sales
Education
California State University-Fullerton 1969 — 1973
Bachelors, Bachelor of Arts Degree, History
Arthur Hunt Arthur Hunt's The MONY Group Experience August 2000 - November 2001
Job Jack of many trades
Industry Higher Education
Experience
Syracuse University May 2009 - Present
The College of Law at Syracuse University April 2008 - April 2009
Office of Enrollment Management - Admissions Processing at Syracuse University August 2007 - March 2008
Partners In Health Systems LLC February 2004 - May 2007
The Hartford November 2001 - January 2004
The MONY Group August 2000 - November 2001
Loretto November 1996 - August 2000
State University of New York at Oswego August 1999 - May 2000
State University of New York at Oswego August 1999 - May 2000
State University of New York at Oswego August 1998 - October 1999
Skills
Social Media, Public Speaking, Research, Higher Education, Editing, Facebook, Event Planning, Social Networking, PowerPoint, Student Affairs, Press Releases, Non-profits, Blogging, Nonprofits, Adobe Creative Suite, Community Outreach, Screening Resumes, Marketing Communications, Event Management, Management, Career Counseling, InDesign, Training, Resume Writing, Strategic Communications, Project Planning, Public Relations, Admissions, Student Development, Marketing, Photoshop, Advertising, Access, Recruiting, Fundraising, Creative Writing, Grant Writing, Program Development, Time Management, Leadership, Spanish, Social Media Marketing, Analysis, Volunteer Management, Student Counseling, Professional..., Career Strategist, Consulting, Cover Letters, Career Management
Education
Florida Institute of Technology 2015 — 2017
MBA Project Management
Florida Institute of Technology 2007 — 2015
MS, Information Technology Management
Le Moyne College 2001 — 2001
State University of New York College at Oswego 1997 — 2000
BA, Interpersonal Communication & Marketing
Onondaga Community College 1999 — 1999
No Degree, Pre-Health
Cazenovia College 1998 — 1998
No Degree, Human Services
Chittenango High School
Syracuse University May 2009 - Present
The College of Law at Syracuse University April 2008 - April 2009
Office of Enrollment Management - Admissions Processing at Syracuse University August 2007 - March 2008
Partners In Health Systems LLC February 2004 - May 2007
The Hartford November 2001 - January 2004
The MONY Group August 2000 - November 2001
Loretto November 1996 - August 2000
State University of New York at Oswego August 1999 - May 2000
State University of New York at Oswego August 1999 - May 2000
State University of New York at Oswego August 1998 - October 1999
Skills
Social Media, Public Speaking, Research, Higher Education, Editing, Facebook, Event Planning, Social Networking, PowerPoint, Student Affairs, Press Releases, Non-profits, Blogging, Nonprofits, Adobe Creative Suite, Community Outreach, Screening Resumes, Marketing Communications, Event Management, Management, Career Counseling, InDesign, Training, Resume Writing, Strategic Communications, Project Planning, Public Relations, Admissions, Student Development, Marketing, Photoshop, Advertising, Access, Recruiting, Fundraising, Creative Writing, Grant Writing, Program Development, Time Management, Leadership, Spanish, Social Media Marketing, Analysis, Volunteer Management, Student Counseling, Professional..., Career Strategist, Consulting, Cover Letters, Career Management
Education
Florida Institute of Technology 2015 — 2017
MBA Project Management
Florida Institute of Technology 2007 — 2015
MS, Information Technology Management
Le Moyne College 2001 — 2001
State University of New York College at Oswego 1997 — 2000
BA, Interpersonal Communication & Marketing
Onondaga Community College 1999 — 1999
No Degree, Pre-Health
Cazenovia College 1998 — 1998
No Degree, Human Services
Chittenango High School
Charles Morton, MBA Charles Morton, MBA's The MONY Group Experience June 1995 - May 2000
Job MQConnect Fundraising, Managing Partner
Industry Fund-Raising
Experience
MQ-Connect Fundraising, LLC August 2009 - Present
Low Impact Leisure Living 2014 - 2015
Syracuse University 2014 - 2015
Lincoln Financial Advisors August 2003 - February 2009
The MONY Group June 1995 - May 2000
Canon, Inc. September 1983 - June 1995
Skills
Public Speaking, Fundraising, Strategic Financial..., Business Development, Strategic Planning, Forecasting, Event Planning, Accounting, Microsoft Excel, Data Analysis, Event Management, Research, Series 7, Investments, Marketing Communications, Retirement Planning, Public Relations, Wealth Management, Financial Analysis, Marketing
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2014
MBA candidate May 2014, Entrepreneurial Studies
Flagler College 1979 — 1983
Bachelor of Arts, Business Administration
MQ-Connect Fundraising, LLC August 2009 - Present
Low Impact Leisure Living 2014 - 2015
Syracuse University 2014 - 2015
Lincoln Financial Advisors August 2003 - February 2009
The MONY Group June 1995 - May 2000
Canon, Inc. September 1983 - June 1995
Skills
Public Speaking, Fundraising, Strategic Financial..., Business Development, Strategic Planning, Forecasting, Event Planning, Accounting, Microsoft Excel, Data Analysis, Event Management, Research, Series 7, Investments, Marketing Communications, Retirement Planning, Public Relations, Wealth Management, Financial Analysis, Marketing
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2014
MBA candidate May 2014, Entrepreneurial Studies
Flagler College 1979 — 1983
Bachelor of Arts, Business Administration
Maurice Lieberman,CLU,ChFC,RHU,LUTCF Maurice Lieberman,CLU,ChFC,RHU,LUTCF's The MONY Group Experience April 2000 - 2001
Job Expert Witness and Financial Planner at Lieberman Financial and Consulting Services
Industry Insurance
Experience
Lieberman Financial and Consulting Services January 1990 - Present
Zeiders Enterprises, Inc. 2012 - 2014
New England Financial March 2001 - April 2002
The MONY Group April 2000 - 2001
Skills
Financial and Estate..., Business Insurance..., Retirement Planning, Long Term Care Insurance, Roth IRA, Wealth Accumulation, Fixed Annuities, IRAs, 529 Plans, Variable Annuities, Retirement, Qualified Retirement..., Variable Products, College Savings Plans, Disability Insurance, Series 6, Indexed Annuities, Universal Life, 401k, Long-term Care, 401k Rollovers, Portfolio Management, Life Insurance, Insurance, Whole Life, Mutual Funds, Wealth Management, Strategic Financial..., Strategic Planning, Estate Planning, Management
Education
California State University-East Bay
Bachelor of Arts, American and California History
Diablo Valley College
Associate of Arts, History CSU Transfer Studies
LUTC
Lieberman Financial and Consulting Services January 1990 - Present
Zeiders Enterprises, Inc. 2012 - 2014
New England Financial March 2001 - April 2002
The MONY Group April 2000 - 2001
Skills
Financial and Estate..., Business Insurance..., Retirement Planning, Long Term Care Insurance, Roth IRA, Wealth Accumulation, Fixed Annuities, IRAs, 529 Plans, Variable Annuities, Retirement, Qualified Retirement..., Variable Products, College Savings Plans, Disability Insurance, Series 6, Indexed Annuities, Universal Life, 401k, Long-term Care, 401k Rollovers, Portfolio Management, Life Insurance, Insurance, Whole Life, Mutual Funds, Wealth Management, Strategic Financial..., Strategic Planning, Estate Planning, Management
Education
California State University-East Bay
Bachelor of Arts, American and California History
Diablo Valley College
Associate of Arts, History CSU Transfer Studies
LUTC
Jarrett M. Friedman Jarrett M. Friedman's The MONY Group Experience June 1999 - March 2002
Job Independent Financial Professional
Industry Financial Services
Experience
The Financial Group of Philadelphia June 2009 - April 2014
New York Life Insurance Company May 2003 - June 2009
The MONY Group June 1999 - March 2002
New York Life September 1997 - June 1999
Skills
Financial Management, Life Insurance..., 401k, IRAs, Mutual Funds, Roth IRA, Strategic Financial..., 401k Rollovers, Series 63, Series 6, Retirement Savings, Personal Financial..., Income Protection
Education
San Diego State University-California State University 1996 — 1998
Bachelor of Science (BS), Finance and Financial Management Services
Bucks County Community College 1987 — 1990
Associate's degree, Finance, General
The Financial Group of Philadelphia June 2009 - April 2014
New York Life Insurance Company May 2003 - June 2009
The MONY Group June 1999 - March 2002
New York Life September 1997 - June 1999
Skills
Financial Management, Life Insurance..., 401k, IRAs, Mutual Funds, Roth IRA, Strategic Financial..., 401k Rollovers, Series 63, Series 6, Retirement Savings, Personal Financial..., Income Protection
Education
San Diego State University-California State University 1996 — 1998
Bachelor of Science (BS), Finance and Financial Management Services
Bucks County Community College 1987 — 1990
Associate's degree, Finance, General
David W. Tate David W. Tate's The MONY Group Experience 1996 - 2001
Job Financial Advisor at Financial Insight Center
Industry Investment Management
Experience
Financial Insight Center October 2011 - Present
Links Consulting Group August 2009 - September 2011
Beneficial Financial Group August 2003 - August 2009
Sovereign Financial Group July 2001 - August 2003
The MONY Group 1996 - 2001
Skills
Financial Planning, Investment Advisory, Investment Management, Retirement Planning, Investments, Financial Analysis, Finance, Strategic Planning, Leadership, Management, Retirement, Wealth Management, Insurance, Portfolio Management, Mutual Funds, Financial Advisory, Life Insurance, Small Business, Estate Planning
Education
Brigham Young University 1988 — 1995
Bachelor's Degree, Accounting
University of Utah
Olympus High School
Financial Insight Center October 2011 - Present
Links Consulting Group August 2009 - September 2011
Beneficial Financial Group August 2003 - August 2009
Sovereign Financial Group July 2001 - August 2003
The MONY Group 1996 - 2001
Skills
Financial Planning, Investment Advisory, Investment Management, Retirement Planning, Investments, Financial Analysis, Finance, Strategic Planning, Leadership, Management, Retirement, Wealth Management, Insurance, Portfolio Management, Mutual Funds, Financial Advisory, Life Insurance, Small Business, Estate Planning
Education
Brigham Young University 1988 — 1995
Bachelor's Degree, Accounting
University of Utah
Olympus High School
Lesley (Barlow) Walker Lesley (Barlow) Walker's The MONY Group Experience January 1999 - April 2003
Job Executive Assistant at Foresight Wealth Management LLC
Industry Insurance
Experience
Foresight Wealth Management LLC Office ManagerThe Business Planning GroupApril 2014 - Present
Green Cross Insurance August 2013 - March 2014
MassMutual Intermountain West April 2003 - August 2013
The MONY Group January 1999 - April 2003
Jordan School District 1982 - 1999
Jet Propulsion Laboratory 1973 - 1979
Skills
Microsoft Office, Public Speaking, PowerPoint, Outlook, Teaching, Healthcare, Microsoft Excel, Customer Service, Training, Microsoft Word, Team Building, Leadership, Marketing, Time Management, Management, Event Planning, Insurance
Education
Brigham Young University 1977 — 1981
BA, Elementary Education
Dixie State College 1975 — 1977
Associate, Communications/Public Relations
Herbert Hoover High School 1972 — 1975
High School
Foresight Wealth Management LLC Office ManagerThe Business Planning GroupApril 2014 - Present
Green Cross Insurance August 2013 - March 2014
MassMutual Intermountain West April 2003 - August 2013
The MONY Group January 1999 - April 2003
Jordan School District 1982 - 1999
Jet Propulsion Laboratory 1973 - 1979
Skills
Microsoft Office, Public Speaking, PowerPoint, Outlook, Teaching, Healthcare, Microsoft Excel, Customer Service, Training, Microsoft Word, Team Building, Leadership, Marketing, Time Management, Management, Event Planning, Insurance
Education
Brigham Young University 1977 — 1981
BA, Elementary Education
Dixie State College 1975 — 1977
Associate, Communications/Public Relations
Herbert Hoover High School 1972 — 1975
High School
Douglas Myers Douglas Myers's The MONY Group Experience September 2000 - May 2003
Job Vice President at Weber Shandwick and Creation
Industry Public Relations and Communications
Experience
Weber Shandwick April 2015 - Present
Landis Communications Inc. (LCI) January 2014 - March 2015
DJM Communications Consulting April 2006 - December 2013
LA Law Library July 2012 - June 2013
AIDS Walk April 2006 - March 2007
St. Michael's Church / NYC Audubon June 2003 - February 2006
The MONY Group September 2000 - May 2003
PricewaterhouseCoopers October 1996 - August 2000
Ogilvy Public Relations Worldwide October 1994 - October 1996
Citigate Dewe Rogerson January 1992 - October 1994
Skills
Corporate Communications, Public Relations, Marketing Communications, Strategic Communications, Media Relations, Advertising, Financial Communications, Investor Relations, Crisis Communications, Internal Communications, Marketing Strategy, Messaging, Reputation Management, Social Media, Press Releases, Publicity, Editing, Communication Training, Message Development, Communications Planning, Event Management, Grants, Event Planning, Strategic Planning, Public Affairs, Governmental Affairs, Fundraising, Digital Marketing, Strategic Content..., Annual Giving, Membership Development, Direct Mail Campaigns, Key Message Development, Social Media Strategist
Education
Fordham University - Graduate School of Business Administration 1996 — 2000
MBA, Marketing, Management
University of Delaware 1987 — 1991
BA, Psychology, English
Weber Shandwick April 2015 - Present
Landis Communications Inc. (LCI) January 2014 - March 2015
DJM Communications Consulting April 2006 - December 2013
LA Law Library July 2012 - June 2013
AIDS Walk April 2006 - March 2007
St. Michael's Church / NYC Audubon June 2003 - February 2006
The MONY Group September 2000 - May 2003
PricewaterhouseCoopers October 1996 - August 2000
Ogilvy Public Relations Worldwide October 1994 - October 1996
Citigate Dewe Rogerson January 1992 - October 1994
Skills
Corporate Communications, Public Relations, Marketing Communications, Strategic Communications, Media Relations, Advertising, Financial Communications, Investor Relations, Crisis Communications, Internal Communications, Marketing Strategy, Messaging, Reputation Management, Social Media, Press Releases, Publicity, Editing, Communication Training, Message Development, Communications Planning, Event Management, Grants, Event Planning, Strategic Planning, Public Affairs, Governmental Affairs, Fundraising, Digital Marketing, Strategic Content..., Annual Giving, Membership Development, Direct Mail Campaigns, Key Message Development, Social Media Strategist
Education
Fordham University - Graduate School of Business Administration 1996 — 2000
MBA, Marketing, Management
University of Delaware 1987 — 1991
BA, Psychology, English
Sarah (Harbora) Kline Sarah (Harbora) Kline's The MONY Group Experience 1999 - 2001
Job Account Manager at ExitCare
Industry Information Technology and Services
Experience
ExitCare 2012 - Present
Alberta Cancer Foundation May 2009 - August 2011
Saint Paul Riverfront Corporation 2004 - 2006
The MONY Group 1999 - 2001
Metropolitan Council of the Twin Cities 1989 - 1999
Lucent Technoloies 1997 - 1998
Lucent Technoloies 1997 - 1998
Skills
Customer Service, Microsoft Office
Education
Century College
ExitCare 2012 - Present
Alberta Cancer Foundation May 2009 - August 2011
Saint Paul Riverfront Corporation 2004 - 2006
The MONY Group 1999 - 2001
Metropolitan Council of the Twin Cities 1989 - 1999
Lucent Technoloies 1997 - 1998
Lucent Technoloies 1997 - 1998
Skills
Customer Service, Microsoft Office
Education
Century College
Huxley Somerville Huxley Somerville's The MONY Group Experience October 1992 - July 1995
Job Managing Director at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings August 1995 - Present
The MONY Group October 1992 - July 1995
Robt. Jones Investments November 1986 - July 1990
Education
Columbia University - Columbia Business School 1991 — 1992
MBA, Finance and Real Estate
University of Otago 1982 — 1984
Bachelor of Law
University of Otago 1982 — 1984
Bachelor of Commerce, Economics
Fitch Ratings August 1995 - Present
The MONY Group October 1992 - July 1995
Robt. Jones Investments November 1986 - July 1990
Education
Columbia University - Columbia Business School 1991 — 1992
MBA, Finance and Real Estate
University of Otago 1982 — 1984
Bachelor of Law
University of Otago 1982 — 1984
Bachelor of Commerce, Economics
Kim Forkhamer Kim Forkhamer's The MONY Group Experience June 1997 - February 2002
Job Process and Documentation Developer at Time Warner Cable Business Class
Industry Pharmaceuticals
Experience
Time Warner Cable Business Class January 2015 - Present
Aerotek at Bristol-Myers Squibb August 2011 - May 2014
Practice Resources, LLC October 2009 - May 2011
Coldwell Banker Prime Properties May 2001 - May 2009
The MONY Group June 1997 - February 2002
Loretto Management Corp 1987 - 1994
Skills
Project Management, Visio, Software Documentation, Access, Event Planning, Training, Selling, Strategic Planning, Outlook, Microsoft Excel, Management, Microsoft Office, Team Building, Customer Service, Change Management, Negotiation, Cross-functional Team..., Process Improvement, Sales
Education
Bryant and Stratton College 1984 — 1985
Business
Paul V. Moore HS - Central Square 1980 — 1984
Regents, Business
Dolgeville 1979 — 1984
Time Warner Cable Business Class January 2015 - Present
Aerotek at Bristol-Myers Squibb August 2011 - May 2014
Practice Resources, LLC October 2009 - May 2011
Coldwell Banker Prime Properties May 2001 - May 2009
The MONY Group June 1997 - February 2002
Loretto Management Corp 1987 - 1994
Skills
Project Management, Visio, Software Documentation, Access, Event Planning, Training, Selling, Strategic Planning, Outlook, Microsoft Excel, Management, Microsoft Office, Team Building, Customer Service, Change Management, Negotiation, Cross-functional Team..., Process Improvement, Sales
Education
Bryant and Stratton College 1984 — 1985
Business
Paul V. Moore HS - Central Square 1980 — 1984
Regents, Business
Dolgeville 1979 — 1984
Tom Hardy's The MONY Group Experience March 1985 - May 1993
Job VP& Chief Risk Officer, Insurance Genworth Financial
Industry Insurance
Experience
Genworth Financial September 2005 - Present
Allmerica Financial May 1993 - August 2005
The MONY Group March 1985 - May 1993
John Hancock Life Insurance Company (U.S.A.) July 1976 - March 1985
Skills
Life Insurance, Financial Risk, Financial Modeling, Actuarial Science, Underwriting, Reinsurance, Enterprise Risk..., Long Term Care Insurance, Investments, Insurance, Risk Management, Fixed Annuities, Financial Analysis, Business Analysis, Management
Education
Binghamton University 1972 — 1976
BS, Math and Computer Science
John Jay High School 1968 — 1972
Genworth Financial September 2005 - Present
Allmerica Financial May 1993 - August 2005
The MONY Group March 1985 - May 1993
John Hancock Life Insurance Company (U.S.A.) July 1976 - March 1985
Skills
Life Insurance, Financial Risk, Financial Modeling, Actuarial Science, Underwriting, Reinsurance, Enterprise Risk..., Long Term Care Insurance, Investments, Insurance, Risk Management, Fixed Annuities, Financial Analysis, Business Analysis, Management
Education
Binghamton University 1972 — 1976
BS, Math and Computer Science
John Jay High School 1968 — 1972
Steven Keshner, FSA, MAAA Steven Keshner, FSA, MAAA's The MONY Group Experience 1984 - 1989
Job Chief Actuary at Spring Consulting Group, LLC
Industry Insurance
Experience
Spring Consulting Group, LLC January 2009 - Present
Nippon Life Insurance Company of America 1991 - 2008
MetLife 1989 - 1991
The MONY Group 1984 - 1989
Aetna 1979 - 1984
Skills
Insurance, Actuarial Science, Employee Benefits, Health Insurance, Pensions, Life Insurance, Underwriting, Disability Insurance, Captives, Valuation, Managed Care, Pricing, Finance, Leadership, Strategy
Education
Binghamton University 1975 — 1979
BS, Accounting
Spring Consulting Group, LLC January 2009 - Present
Nippon Life Insurance Company of America 1991 - 2008
MetLife 1989 - 1991
The MONY Group 1984 - 1989
Aetna 1979 - 1984
Skills
Insurance, Actuarial Science, Employee Benefits, Health Insurance, Pensions, Life Insurance, Underwriting, Disability Insurance, Captives, Valuation, Managed Care, Pricing, Finance, Leadership, Strategy
Education
Binghamton University 1975 — 1979
BS, Accounting
David Petersen, CFP®, MBA David Petersen, CFP®, MBA's The MONY Group Experience January 1998 - November 1999
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC May 2005 - Present
Merrill Lynch December 1999 - May 2005
The MONY Group January 1998 - November 1999
Fidelity August 1996 - January 1998
Skills
Retirement Planning, Investments, Wealth Management, Finance, Customer Service, Strategic Planning, Mutual Funds, Series 7, Trading, Financial Analysis
Education
Westminster College 1997 — 2002
Masters of Business Administration
University of Utah 1994 — 1996
Bachelor of Science, Finance
Brigham Young University 1987 — 1993
Bachelor of Arts, Humanities
Raymond James Financial Services, Inc. Member FINRA/SIPC May 2005 - Present
Merrill Lynch December 1999 - May 2005
The MONY Group January 1998 - November 1999
Fidelity August 1996 - January 1998
Skills
Retirement Planning, Investments, Wealth Management, Finance, Customer Service, Strategic Planning, Mutual Funds, Series 7, Trading, Financial Analysis
Education
Westminster College 1997 — 2002
Masters of Business Administration
University of Utah 1994 — 1996
Bachelor of Science, Finance
Brigham Young University 1987 — 1993
Bachelor of Arts, Humanities
Jim Lundgren Jim Lundgren's The MONY Group Experience December 1999 - September 2001
Job President/CEO of JCL FInancial
Industry Financial Services
Experience
Access College Foundation January 2004 - Present
JCL Financial November 1999 - Present
College Planning Solutions 1999 - Present
The MONY Group December 1999 - September 2001
Skills
Retirement Planning, Public Speaking, Coaching, Strategic Financial..., Retirement, Strategic Planning, Financial Planners, Estate Planning, Risk Management, Small Business
Education
Community College of the Air Force
Access College Foundation January 2004 - Present
JCL Financial November 1999 - Present
College Planning Solutions 1999 - Present
The MONY Group December 1999 - September 2001
Skills
Retirement Planning, Public Speaking, Coaching, Strategic Financial..., Retirement, Strategic Planning, Financial Planners, Estate Planning, Risk Management, Small Business
Education
Community College of the Air Force
John Wallick, CFA, CFP® John Wallick, CFA, CFP®'s The MONY Group Experience September 2003 - March 2004
Job Regional Investment Consultant at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price June 2012 - Present
Genworth Financial March 2010 - June 2012
Rehmann Financial January 2008 - March 2010
Rehmann Financial January 2006 - December 2007
Rehmann Financial April 2004 - December 2005
The MONY Group September 2003 - March 2004
American Express August 2001 - January 2003
Skills
Strategic Financial..., Portfolio Management, Investments, Asset Allocation, Estate Planning, Insurance, Series 63, Due Diligence, Series 7, Securities, Retirement Planning, Financial Advisory, CRM, Investment Advisory...
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
BBA, Accounting and Marketing
University of Michigan 1997 — 1999
Literature, Science and the Arts
Okemos High School 1993 — 1997
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ Certification Professional Education Program
T. Rowe Price June 2012 - Present
Genworth Financial March 2010 - June 2012
Rehmann Financial January 2008 - March 2010
Rehmann Financial January 2006 - December 2007
Rehmann Financial April 2004 - December 2005
The MONY Group September 2003 - March 2004
American Express August 2001 - January 2003
Skills
Strategic Financial..., Portfolio Management, Investments, Asset Allocation, Estate Planning, Insurance, Series 63, Due Diligence, Series 7, Securities, Retirement Planning, Financial Advisory, CRM, Investment Advisory...
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
BBA, Accounting and Marketing
University of Michigan 1997 — 1999
Literature, Science and the Arts
Okemos High School 1993 — 1997
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ Certification Professional Education Program
Louis Lardear Louis Lardear's The MONY Group Experience 1997 - January 1999
Job Enterprise Support Specialist at CNYRIC
Industry Financial Services
Experience
Central New York Regional Information Center (CNYRIC) January 2014 - Present
Verizon September 2013 - January 2014
AXA August 2009 - May 2013
AXA Equitable January 1999 - August 2009
The MONY Group 1997 - January 1999
Skills
Lotus Notes, Outlook, Business Analysis, Customer Service, System Administration, Help Desk Support, Software Documentation, Citrix XenApp, RightFax, Requirements Gathering, Microsoft Exchange, Disaster Recovery, Software Project..., VMware vCenter, Microsoft Outlook, SharePoint, Systems Analysis, SQL, Enterprise Architecture, Visio, SDLC
Education
Delaware State University 1990 — 1995
Secondary Education and Teaching
University of Delaware 1975 — 1980
Bachelor's degree, Mathematics and Computer Science
Archmere Academy 1971 — 1975
Central New York Regional Information Center (CNYRIC) January 2014 - Present
Verizon September 2013 - January 2014
AXA August 2009 - May 2013
AXA Equitable January 1999 - August 2009
The MONY Group 1997 - January 1999
Skills
Lotus Notes, Outlook, Business Analysis, Customer Service, System Administration, Help Desk Support, Software Documentation, Citrix XenApp, RightFax, Requirements Gathering, Microsoft Exchange, Disaster Recovery, Software Project..., VMware vCenter, Microsoft Outlook, SharePoint, Systems Analysis, SQL, Enterprise Architecture, Visio, SDLC
Education
Delaware State University 1990 — 1995
Secondary Education and Teaching
University of Delaware 1975 — 1980
Bachelor's degree, Mathematics and Computer Science
Archmere Academy 1971 — 1975
Michael Fellmeth, ChFC, CLU Michael Fellmeth, ChFC, CLU's The MONY Group Experience December 1985 - July 2004
Job Financial Planner at AXA Advisors, LLC
Industry Financial Services
Experience
North Penn Volunteer Fire Company January 2001 - Present
Axa Advisors, LLC December 1985 - Present
Southern NJ Regional Early Intervention Collaborative 1994 - 2011
Society of Financial Service Professionals 1985 - 2011
YMCA Camp Tockwogh 2006 - 2009
The MONY Group December 1985 - July 2004
Ocean City Beach Patrol 1974 - 1978
Skills
Retirement Planning, Financial Planning, Special Needs Planning, Business Succession..., Life Insurance..., Mutual Fund Strategies, Long Term Care..., Money Management..., Qualified Retirement..., College Funding...
Education
Edinboro University of Pennsylvania 1974 — 1978
BA, Political Science
The American College
ChFC, CLU
North Penn Volunteer Fire Company January 2001 - Present
Axa Advisors, LLC December 1985 - Present
Southern NJ Regional Early Intervention Collaborative 1994 - 2011
Society of Financial Service Professionals 1985 - 2011
YMCA Camp Tockwogh 2006 - 2009
The MONY Group December 1985 - July 2004
Ocean City Beach Patrol 1974 - 1978
Skills
Retirement Planning, Financial Planning, Special Needs Planning, Business Succession..., Life Insurance..., Mutual Fund Strategies, Long Term Care..., Money Management..., Qualified Retirement..., College Funding...
Education
Edinboro University of Pennsylvania 1974 — 1978
BA, Political Science
The American College
ChFC, CLU
Todd Reid, JD, CLF Todd Reid, JD, CLF's The MONY Group Experience 1994 - February 2003
Job COO The Burgess Group
Industry Financial Services
Experience
The Burgess Group March 2013 - Present
Intermountain Financial Group/MassMutual February 2003 - January 2013
MassMutual Financial Group February 2003 - January 2013
The MONY Group 1994 - February 2003
Education
Creighton University 1991 — 1994
JD, Juris Doctorate
University of Utah 1989 — 1991
BA, Communications
The Burgess Group March 2013 - Present
Intermountain Financial Group/MassMutual February 2003 - January 2013
MassMutual Financial Group February 2003 - January 2013
The MONY Group 1994 - February 2003
Education
Creighton University 1991 — 1994
JD, Juris Doctorate
University of Utah 1989 — 1991
BA, Communications
Linda Eickhoff Linda Eickhoff's The MONY Group Experience July 1998 - October 2005
Job Organizational Change & Communication Consultant
Industry Financial Services
Experience
Northwestern Mutual April 2012 - May 2015
AXA Equitable August 2008 - June 2011
Lincoln Financial Advisors March 2006 - August 2008
The MONY Group July 1998 - October 2005
Skills
Project Management, Strategic Planning, Marketing, Microsoft Office, Change Management, Communication, Information Technology, Computer Software..., Transition Management, Networking, Insurance, Training, CRM, Management, Leadership, Process Improvement, Employee Engagement, Public Speaking, Strategy, Customer Service, Social Media, Business Analysis
Education
Carroll College 2007 — 2011
B.A., Communication, 4.0 GPA
Waukesha County Technical College 2003 — 2006
A.A.S., Computer Information Systems, 4.0 GPA
University of Wisconsin-Waukesha 1998 — 2001
A.A.S., Liberal Arts
Northwestern Mutual April 2012 - May 2015
AXA Equitable August 2008 - June 2011
Lincoln Financial Advisors March 2006 - August 2008
The MONY Group July 1998 - October 2005
Skills
Project Management, Strategic Planning, Marketing, Microsoft Office, Change Management, Communication, Information Technology, Computer Software..., Transition Management, Networking, Insurance, Training, CRM, Management, Leadership, Process Improvement, Employee Engagement, Public Speaking, Strategy, Customer Service, Social Media, Business Analysis
Education
Carroll College 2007 — 2011
B.A., Communication, 4.0 GPA
Waukesha County Technical College 2003 — 2006
A.A.S., Computer Information Systems, 4.0 GPA
University of Wisconsin-Waukesha 1998 — 2001
A.A.S., Liberal Arts
Chikako Kashino, CFP Chikako Kashino, CFP's The MONY Group Experience May 2000 - February 2005
Job Certified Financial Planner at Strategic Financial Alliance
Industry Financial Services
Experience
Strategic Alliance March 2009 - Present
Waddell & Reed April 2005 - January 2008
The MONY Group May 2000 - February 2005
Principal Financial Group September 1995 - April 2000
Skills
Wealth Management, Investments, Personal Finance, Portfolio Management, Securities, Retirement Planning, Strategic Financial..., Investment Advisory, Mutual Funds, Insurance, Series 63, Series 7, Estate Planning, Retirement, Financial Advisory, Financial Planning
Education
University of California, Los Angeles 1987 — 1991
MA, Dance Ethnology
Gakushuin University 1982 — 1984
J.D., Law
Strategic Alliance March 2009 - Present
Waddell & Reed April 2005 - January 2008
The MONY Group May 2000 - February 2005
Principal Financial Group September 1995 - April 2000
Skills
Wealth Management, Investments, Personal Finance, Portfolio Management, Securities, Retirement Planning, Strategic Financial..., Investment Advisory, Mutual Funds, Insurance, Series 63, Series 7, Estate Planning, Retirement, Financial Advisory, Financial Planning
Education
University of California, Los Angeles 1987 — 1991
MA, Dance Ethnology
Gakushuin University 1982 — 1984
J.D., Law
Matthew Stewart, CFP®, ChFC® Matthew Stewart, CFP®, ChFC®'s The MONY Group Experience December 1997 - February 2005
Job Senior Financial Planner/Vice President
Industry Financial Services
Experience
Key Bank July 2009 - Present
Financial Planning Association of Central Ohio January 2006 - December 2012
Columbus Financial Partners February 2005 - August 2009
The MONY Group December 1997 - February 2005
United American Insurance July 1997 - December 1997
Blockbuster January 1992 - June 1997
Skills
Private Banking, Wealth Management, Portfolio Management, Trust Services, Financial Planning, Retirement Planning, Asset Allocation, Estate Planning, Insurance, Charitable Giving..., Strategic Financial..., Investments, Strategy, Banking, Wealth, Finance, Financial Advisory, High Net Worth..., Employee Benefits, Mutual Funds, Personal Finance, Small Business, Investment Advisory, Certified Financial...
Education
The Ohio State University 1994 — 1995
Columbus College of Art & Design 1991 — 1993
Bowling Green State University 1989 — 1990
Westerville South High School 1985 — 1989
Key Bank July 2009 - Present
Financial Planning Association of Central Ohio January 2006 - December 2012
Columbus Financial Partners February 2005 - August 2009
The MONY Group December 1997 - February 2005
United American Insurance July 1997 - December 1997
Blockbuster January 1992 - June 1997
Skills
Private Banking, Wealth Management, Portfolio Management, Trust Services, Financial Planning, Retirement Planning, Asset Allocation, Estate Planning, Insurance, Charitable Giving..., Strategic Financial..., Investments, Strategy, Banking, Wealth, Finance, Financial Advisory, High Net Worth..., Employee Benefits, Mutual Funds, Personal Finance, Small Business, Investment Advisory, Certified Financial...
Education
The Ohio State University 1994 — 1995
Columbus College of Art & Design 1991 — 1993
Bowling Green State University 1989 — 1990
Westerville South High School 1985 — 1989
Kent Besaw Kent Besaw's The MONY Group Experience March 2001 - January 2002
Job Director of Customer Success Management, Canvas at Instructure
Industry Financial Services
Experience
Instructure March 2015 - Present
Instructure, Inc. June 2014 - March 2015
Instructure, Inc. September 2013 - June 2014
W-W Recovery, LLC September 2006 - September 2013
Gregory & Swapp, PLLC January 2002 - September 2006
The MONY Group March 2001 - January 2002
Skills
Management, Strategic Planning, Process Improvement, Operations Management, Product Management, Business Strategy, Team Building, Financial Analysis, Leadership, Cross-functional Team..., Start-ups, Business Development, SaaS, Project Management, Marketing Strategy, Series 7, Insurance, Strategic Financial..., Disability Insurance, Training, Entrepreneurship, Marketing, Account Management
Education
Brigham Young University 2005 — 2007
MBA
Brigham Young University 1996 — 2001
Bachelor of Arts, Chinese Major, Business and Communications Minor
Hillcrest High School
Instructure March 2015 - Present
Instructure, Inc. June 2014 - March 2015
Instructure, Inc. September 2013 - June 2014
W-W Recovery, LLC September 2006 - September 2013
Gregory & Swapp, PLLC January 2002 - September 2006
The MONY Group March 2001 - January 2002
Skills
Management, Strategic Planning, Process Improvement, Operations Management, Product Management, Business Strategy, Team Building, Financial Analysis, Leadership, Cross-functional Team..., Start-ups, Business Development, SaaS, Project Management, Marketing Strategy, Series 7, Insurance, Strategic Financial..., Disability Insurance, Training, Entrepreneurship, Marketing, Account Management
Education
Brigham Young University 2005 — 2007
MBA
Brigham Young University 1996 — 2001
Bachelor of Arts, Chinese Major, Business and Communications Minor
Hillcrest High School
Louis Wendling, CLU, MBA Louis Wendling, CLU, MBA's The MONY Group Experience 1991 - 1995
Job President, Wendling Financial Group, LLC
Industry Financial Services
Experience
Wendling Financial Group, LLC April 1991 - Present
The MONY Group 1991 - 1995
Skills
Estate Planning, Retirement Planning, Insurance, Risk Management, Strategic Financial..., Mutual Funds, Retirement, Wealth Management, Life Insurance, Financial Advisory, Financial Services, Asset Managment, Portfolio Management, Fixed Annuities, Series 7, Securities, Asset Allocation, Finance, Investment Management, Mortgage Lending, Mergers, Investment Strategies, Investment Advisory, Relationship Management, Equities, Series 63, Financial Planners, Banking, Customer Experience, Employee Benefits, Alternative Investments, Pensions, Financial Markets, 401k, Wealth, Wealth Management..., Long-term Care, Long Term Care Insurance, Wealth Accumulation, Disability Insurance, Term Life Insurance, Small Business, Personal Finance, Series 6, Financial Risk, IRAs, Executive Management, Health Insurance, Underwriting, Roth IRA
Education
The American College 1984 — 1988
CLU, Life Underwriting
EM Strasbourg Business School 1970 — 1975
MBA, International Marketing
Wendling Financial Group, LLC April 1991 - Present
The MONY Group 1991 - 1995
Skills
Estate Planning, Retirement Planning, Insurance, Risk Management, Strategic Financial..., Mutual Funds, Retirement, Wealth Management, Life Insurance, Financial Advisory, Financial Services, Asset Managment, Portfolio Management, Fixed Annuities, Series 7, Securities, Asset Allocation, Finance, Investment Management, Mortgage Lending, Mergers, Investment Strategies, Investment Advisory, Relationship Management, Equities, Series 63, Financial Planners, Banking, Customer Experience, Employee Benefits, Alternative Investments, Pensions, Financial Markets, 401k, Wealth, Wealth Management..., Long-term Care, Long Term Care Insurance, Wealth Accumulation, Disability Insurance, Term Life Insurance, Small Business, Personal Finance, Series 6, Financial Risk, IRAs, Executive Management, Health Insurance, Underwriting, Roth IRA
Education
The American College 1984 — 1988
CLU, Life Underwriting
EM Strasbourg Business School 1970 — 1975
MBA, International Marketing
Moji Esho Moji Esho's The MONY Group Experience October 2000 - February 2003
Job Associate Actuary at WellPoint
Industry Insurance
Experience
WellPoint October 2006 - Present
Travelers February 2003 - October 2006
The MONY Group October 2000 - February 2003
Aon February 1998 - May 2000
Hymans Robertson April 1997 - December 1997
Hymans Robertson July 1996 - September 1996
Skills
Health Insurance, Pricing, Health Care Reform, Group Benefit Plans, Forecasting, Product Development, Financial Analysis, Valuation, Underwriting, Reinsurance, Actuarial Science, Actuaries
Education
City University (GB) 1998 — 2000
Master of Science (MSc), Actuarial Science
University of Lagos 1991 — 1996
Bachelor of Science (BSc), Actuarial Science
WellPoint October 2006 - Present
Travelers February 2003 - October 2006
The MONY Group October 2000 - February 2003
Aon February 1998 - May 2000
Hymans Robertson April 1997 - December 1997
Hymans Robertson July 1996 - September 1996
Skills
Health Insurance, Pricing, Health Care Reform, Group Benefit Plans, Forecasting, Product Development, Financial Analysis, Valuation, Underwriting, Reinsurance, Actuarial Science, Actuaries
Education
City University (GB) 1998 — 2000
Master of Science (MSc), Actuarial Science
University of Lagos 1991 — 1996
Bachelor of Science (BSc), Actuarial Science
Lori Woods Lori Woods's The MONY Group Experience October 1990 - January 1998
Job Senior Life Underwriter at AXA Equitable
Industry Financial Services
Experience
AXA Equitable January 2008 - Present
AXA Equitable May 2006 - December 2007
AXA Equitable February 2000 - April 2006
Disability Management Services February 1998 - January 2000
Disability Management Services February 1998 - January 2000
The MONY Group October 1990 - January 1998
Skills
Insurance
Education
Columbia College
Bachelor of Science, Business Administration
AXA Equitable January 2008 - Present
AXA Equitable May 2006 - December 2007
AXA Equitable February 2000 - April 2006
Disability Management Services February 1998 - January 2000
Disability Management Services February 1998 - January 2000
The MONY Group October 1990 - January 1998
Skills
Insurance
Education
Columbia College
Bachelor of Science, Business Administration
Elysa Dauerman Elysa Dauerman's The MONY Group Experience November 1989 - 2000
Job Quality Assurance Internal Audit Manager
Industry Financial Services
Experience
Emblem Health June 2015 - Present
NYSSCPA Manhattan Bronx Chapter 2005 - Present
AIG January 2014 - May 2015
New York Life Insurance Company April 2005 - December 2013
AXA Financial Services, New York, NY, 2000 - 2005
The MONY Group November 1989 - 2000
KPMG June 1988 - October 1989
Skills
Accounting, Personal Income Tax, Community Volunteering, Professional Mentoring, NYSSCPA Manhattan Bronx..., NYSSCPA Foundation of..., NYSSCPA Individual Tax..., Internal Controls, Income Tax, Life Insurance, Tax, Mutual Funds, Retirement Planning, Retirement, Auditing, Fixed Annuities, Insurance, Estate Planning, Investments, Leadership, Analysis, Financial Analysis, Sarbanes-Oxley Act, Executive Management, Management, Private Equity, Strategic Financial..., Business Analysis, Due Diligence, Finance, Financial Services, CPA, Account Reconciliation, Risk Management, Governance, Business Process, Financial Risk, Vendor Management, Financial Reporting
Education
Fordham University - Graduate School of Business Administration
Masters of Science in Taxation, Taxation
Skidmore College, Saratoga Springs, New York
Bachelors of Science, Concentration in Accounting and Minor in History, Accounting and Business Concentration
Emblem Health June 2015 - Present
NYSSCPA Manhattan Bronx Chapter 2005 - Present
AIG January 2014 - May 2015
New York Life Insurance Company April 2005 - December 2013
AXA Financial Services, New York, NY, 2000 - 2005
The MONY Group November 1989 - 2000
KPMG June 1988 - October 1989
Skills
Accounting, Personal Income Tax, Community Volunteering, Professional Mentoring, NYSSCPA Manhattan Bronx..., NYSSCPA Foundation of..., NYSSCPA Individual Tax..., Internal Controls, Income Tax, Life Insurance, Tax, Mutual Funds, Retirement Planning, Retirement, Auditing, Fixed Annuities, Insurance, Estate Planning, Investments, Leadership, Analysis, Financial Analysis, Sarbanes-Oxley Act, Executive Management, Management, Private Equity, Strategic Financial..., Business Analysis, Due Diligence, Finance, Financial Services, CPA, Account Reconciliation, Risk Management, Governance, Business Process, Financial Risk, Vendor Management, Financial Reporting
Education
Fordham University - Graduate School of Business Administration
Masters of Science in Taxation, Taxation
Skidmore College, Saratoga Springs, New York
Bachelors of Science, Concentration in Accounting and Minor in History, Accounting and Business Concentration
Gina R. Jackson, CPC Gina R. Jackson, CPC's The MONY Group Experience January 2001 - January 2002
Job Departmental Administrator at New York Power Authority
Industry Utilities
Experience
New York Power Authority February 2015 - Present
A Better Me - A Better You May 2011 - Present
State of New York Executive Chamber May 2013 - February 2015
WRNN-TV / Verizon FiOS 1 News October 2010 - January 2011
City of Atlanta January 2006 - August 2009
City of Atlanta April 2005 - January 2006
ATLAS AIR WORLDWIDE HOLDINGS April 2003 - October 2004
The MONY Group January 2001 - January 2002
TIAA-CREF July 2000 - November 2000
Philip Morris USA October 1997 - July 2000
Skills
Leadership, Personnel Management, Employee Benefits, Employee Relations, Training, Human Resources, Project Planning, Deferred Compensation, Management, Benefits Administration, System Administration, Recruiting, Process Improvement, Temporary Placement, Customer Service, Coaching, Strategic Planning, Change Management, Public Speaking
Education
Concordia College
Bachelors, Business Administration
Cornell University
Human Resources Certificate
Woodlands High School
Woodlands High School
New York Power Authority February 2015 - Present
A Better Me - A Better You May 2011 - Present
State of New York Executive Chamber May 2013 - February 2015
WRNN-TV / Verizon FiOS 1 News October 2010 - January 2011
City of Atlanta January 2006 - August 2009
City of Atlanta April 2005 - January 2006
ATLAS AIR WORLDWIDE HOLDINGS April 2003 - October 2004
The MONY Group January 2001 - January 2002
TIAA-CREF July 2000 - November 2000
Philip Morris USA October 1997 - July 2000
Skills
Leadership, Personnel Management, Employee Benefits, Employee Relations, Training, Human Resources, Project Planning, Deferred Compensation, Management, Benefits Administration, System Administration, Recruiting, Process Improvement, Temporary Placement, Customer Service, Coaching, Strategic Planning, Change Management, Public Speaking
Education
Concordia College
Bachelors, Business Administration
Cornell University
Human Resources Certificate
Woodlands High School
Woodlands High School
Karyn O'Connor, CFP® Karyn O'Connor, CFP®'s The MONY Group Experience July 1982 - December 1989
Job Director of Field Development at National Life Group
Industry Financial Services
Experience
National Life Group August 2014 - Present
Centinel Financial Group, LLC January 1990 - August 2014
John Hancock Financial Network January 1990 - March 2011
The MONY Group July 1982 - December 1989
Education
College for Financial Planning 1986 — 1989
CFP, Financial Planning
Mott Community College 1969 — 1971
National Life Group August 2014 - Present
Centinel Financial Group, LLC January 1990 - August 2014
John Hancock Financial Network January 1990 - March 2011
The MONY Group July 1982 - December 1989
Education
College for Financial Planning 1986 — 1989
CFP, Financial Planning
Mott Community College 1969 — 1971
Jesse Perry Jesse Perry's The MONY Group Experience June 2000 - June 2002
Job WeHoParty.com
Industry Entertainment
Experience
WeHoParty.com 2007 - Present
The Walt Disney Company December 2007 - May 2010
Rose Greene Financial June 2006 - July 2007
AIG Retirement Services July 2002 - May 2006
The MONY Group June 2000 - June 2002
Sutherland Group LTD January 1999 - January 2000
Metropolitan Life Insurance Co January 1997 - January 1998
US Army June 1995 - January 1997
Skills
Social Media, Website Management, Promotions, Event Management, Online Marketing, Insurance, Press Releases, Customer Relations, Online Advertising, Webmaster Services, Marketing, Public Relations, Customer Service, Public Speaking, Event Planning, Social Networking, Team Building, Fundraising, Microsoft Excel, Sales, Social Media Marketing, Marketing Communications, Leadership, Facebook, Email Marketing, Marketing Strategy, Advertising, Budgets, Editing, Blogging, Management, Strategic Planning, Photoshop, Negotiation, Team Leadership, Non-profits, Coaching, Microsoft Office, Analysis, Account Management, Microsoft Word, Media Relations, Research, Project Management, PowerPoint, Investments, Time Management, Project Planning, New Business Development, Photography
Education
Walden University 2008 — 2010
Human Resource Management
Santa Monica College 2005 — 2006
Computer Science
Cazenovia College 2001 — 2002
Business Administration
WeHoParty.com 2007 - Present
The Walt Disney Company December 2007 - May 2010
Rose Greene Financial June 2006 - July 2007
AIG Retirement Services July 2002 - May 2006
The MONY Group June 2000 - June 2002
Sutherland Group LTD January 1999 - January 2000
Metropolitan Life Insurance Co January 1997 - January 1998
US Army June 1995 - January 1997
Skills
Social Media, Website Management, Promotions, Event Management, Online Marketing, Insurance, Press Releases, Customer Relations, Online Advertising, Webmaster Services, Marketing, Public Relations, Customer Service, Public Speaking, Event Planning, Social Networking, Team Building, Fundraising, Microsoft Excel, Sales, Social Media Marketing, Marketing Communications, Leadership, Facebook, Email Marketing, Marketing Strategy, Advertising, Budgets, Editing, Blogging, Management, Strategic Planning, Photoshop, Negotiation, Team Leadership, Non-profits, Coaching, Microsoft Office, Analysis, Account Management, Microsoft Word, Media Relations, Research, Project Management, PowerPoint, Investments, Time Management, Project Planning, New Business Development, Photography
Education
Walden University 2008 — 2010
Human Resource Management
Santa Monica College 2005 — 2006
Computer Science
Cazenovia College 2001 — 2002
Business Administration
Andrew I. Shapiro, MSM, CLU, ChFC Andrew I. Shapiro, MSM, CLU, ChFC's The MONY Group Experience September 1987 - December 1989
Job Senior Vice President at Business Transition Advisors, Inc.
Industry Financial Services
Experience
Business Transition Advisors, Inc. March 2014 - Present
Nationwide Financial October 1996 - December 2013
AIM Systems, Inc. February 1996 - September 1996
Prudential Financial April 1992 - February 1996
Home Life December 1989 - April 1992
The MONY Group September 1987 - December 1989
The Dickstein Agency December 1986 - September 1987
The Equitable February 1985 - November 1986
Pennsylvania Life - Raff Agency June 1984 - February 1985
Skills
ESOP, Succession Planning, Business Valuation, Selling Businesses, Business Planning, Executive Benefit..., Estate Planning, Retirement Planning, Series 7, Series 6, Sales, Series 63, Financial Services, Buy Sell Agreements, Creative Uses of Life..., Fixed & Variable..., Fixed & Variable Life..., Qualified Retirement..., Irrevocable Trusts, Charitable Planning, ChFC, Sales Management, Mutual Funds, CLU, Insurance, 401k
Education
The American College 2009 — 2011
Master of Science, Leadership
LIU Post 1982 — 1984
Bachelor of Science, Business Administration and Management
Brookdale Community College 1980 — 1982
Associate of Science (AS), Business Administration and Management, General
Freehold Township High School 1976 — 1980
Business Transition Advisors, Inc. March 2014 - Present
Nationwide Financial October 1996 - December 2013
AIM Systems, Inc. February 1996 - September 1996
Prudential Financial April 1992 - February 1996
Home Life December 1989 - April 1992
The MONY Group September 1987 - December 1989
The Dickstein Agency December 1986 - September 1987
The Equitable February 1985 - November 1986
Pennsylvania Life - Raff Agency June 1984 - February 1985
Skills
ESOP, Succession Planning, Business Valuation, Selling Businesses, Business Planning, Executive Benefit..., Estate Planning, Retirement Planning, Series 7, Series 6, Sales, Series 63, Financial Services, Buy Sell Agreements, Creative Uses of Life..., Fixed & Variable..., Fixed & Variable Life..., Qualified Retirement..., Irrevocable Trusts, Charitable Planning, ChFC, Sales Management, Mutual Funds, CLU, Insurance, 401k
Education
The American College 2009 — 2011
Master of Science, Leadership
LIU Post 1982 — 1984
Bachelor of Science, Business Administration and Management
Brookdale Community College 1980 — 1982
Associate of Science (AS), Business Administration and Management, General
Freehold Township High School 1976 — 1980
Bob Masters Bob Masters's The MONY Group Experience 1990 - 2004
Job Programmer Analyst at Crouse Hospital
Industry Computer Software
Experience
Crouse Hospital February 2012 - Present
Harvest American August 2011 - March 2013
AXA Equitable 2004 - 2011
The MONY Group 1990 - 2004
The MONY Group September 1984 - June 1990
Skills
SQL, Software Documentation, Oracle, Databases, Microsoft SQL Server, Testing, Visual Basic, JavaScript, Crystal Reports, DB2, Data Analysis, Analysis, COBOL, Quality Assurance, Systems Analysis, SDLC, Programming, Web Applications, Troubleshooting, Visio, ASP, Business Analysis, Software Project..., Access, AJAX, VBScript, Database Design, Requirements Analysis, Requirements Gathering
Education
Bryant and Stratton College
Computer Programming
Le Moyne College
Computer Science
Syracuse University
Object Oriented Analysis & Design
Crouse Hospital February 2012 - Present
Harvest American August 2011 - March 2013
AXA Equitable 2004 - 2011
The MONY Group 1990 - 2004
The MONY Group September 1984 - June 1990
Skills
SQL, Software Documentation, Oracle, Databases, Microsoft SQL Server, Testing, Visual Basic, JavaScript, Crystal Reports, DB2, Data Analysis, Analysis, COBOL, Quality Assurance, Systems Analysis, SDLC, Programming, Web Applications, Troubleshooting, Visio, ASP, Business Analysis, Software Project..., Access, AJAX, VBScript, Database Design, Requirements Analysis, Requirements Gathering
Education
Bryant and Stratton College
Computer Programming
Le Moyne College
Computer Science
Syracuse University
Object Oriented Analysis & Design
Kiran Guntupalli Kiran Guntupalli's The MONY Group Experience April 2001 - November 2001
Job Manager, Application Development at Boston Children's Hospital
Industry Information Technology and Services
Experience
Boston Children's Hospital November 2012 - Present
Cabot Corporation June 2012 - October 2012
Boston Children's Hospital October 2006 - May 2012
Cabot Corporation August 2005 - September 2006
Bristol-Myers Squibb Medical Imaging September 2004 - August 2005
ADM August 2003 - September 2004
Morrisett Associates, Inc December 2001 - July 2003
The MONY Group April 2001 - November 2001
Education
Bharathidasan University 1995 — 1997
M.Sc., Computer Science
Acharya Nagarjuna University 1992 — 1995
B.Sc., Computer Science
Boston Children's Hospital November 2012 - Present
Cabot Corporation June 2012 - October 2012
Boston Children's Hospital October 2006 - May 2012
Cabot Corporation August 2005 - September 2006
Bristol-Myers Squibb Medical Imaging September 2004 - August 2005
ADM August 2003 - September 2004
Morrisett Associates, Inc December 2001 - July 2003
The MONY Group April 2001 - November 2001
Education
Bharathidasan University 1995 — 1997
M.Sc., Computer Science
Acharya Nagarjuna University 1992 — 1995
B.Sc., Computer Science
Jeffrey Plummer, CLU, CFS Jeffrey Plummer, CLU, CFS's The MONY Group Experience 2001 - 2004
Job Lead Regional Vice President at Guardian Life/Park Avenue Securities
Industry Financial Services
Experience
The Guardian Life Insurance Company of America January 2014 - Present
The Guardian Life Insurance Company of America February 2013 - December 2013
The Guardian Life Insurance Company of America April 2012 - January 2013
The Guardian Life Insurance Company of America December 2009 - March 2012
John Hancock Financial July 2007 - November 2009
AXA Advisors June 2004 - June 2007
The MONY Group 2001 - 2004
Mutual of New York (MONY) 1988 - 2004
Skills
Leadership, Recruiting, Fixed Annuities, Coaching, Team Building, Strategy, Training, Management, Strategic Financial..., Strategic Planning, Retirement, Retirement Planning, Disability Insurance, Sales Management, Financial Advisory, Insurance, Employee Benefits, Financial Services, Sales, Succession Planning, Marketing, Series 7, Series 24, Business Planning, Executive Management, Finance, Life Insurance, Start-ups
Education
Queens University of Charlotte 2013 — 2015
MBA Student, Marketing
The American College 1990 — 1994
CLU, Financial Planning
Bob Jones University 1982 — 1986
BS, Business Management
The Guardian Life Insurance Company of America January 2014 - Present
The Guardian Life Insurance Company of America February 2013 - December 2013
The Guardian Life Insurance Company of America April 2012 - January 2013
The Guardian Life Insurance Company of America December 2009 - March 2012
John Hancock Financial July 2007 - November 2009
AXA Advisors June 2004 - June 2007
The MONY Group 2001 - 2004
Mutual of New York (MONY) 1988 - 2004
Skills
Leadership, Recruiting, Fixed Annuities, Coaching, Team Building, Strategy, Training, Management, Strategic Financial..., Strategic Planning, Retirement, Retirement Planning, Disability Insurance, Sales Management, Financial Advisory, Insurance, Employee Benefits, Financial Services, Sales, Succession Planning, Marketing, Series 7, Series 24, Business Planning, Executive Management, Finance, Life Insurance, Start-ups
Education
Queens University of Charlotte 2013 — 2015
MBA Student, Marketing
The American College 1990 — 1994
CLU, Financial Planning
Bob Jones University 1982 — 1986
BS, Business Management
Chuck Cutler Chuck Cutler's The MONY Group Experience June 1989 - June 1999
Job Managing Partner and Financial Advisor of The Financial Insight Center
Industry Investment Management
Experience
The Financial Insight Center July 2010 - Present
The Insight Group, Inc. July 1999 - Present
Beneficial Financial Group October 2001 - December 2006
The MONY Group June 1989 - June 1999
Education
Brigham Young University 1985 — 1989
BS, Business Management, Finance emphasis
The Financial Insight Center July 2010 - Present
The Insight Group, Inc. July 1999 - Present
Beneficial Financial Group October 2001 - December 2006
The MONY Group June 1989 - June 1999
Education
Brigham Young University 1985 — 1989
BS, Business Management, Finance emphasis
Richard Whitbeck Richard Whitbeck's The MONY Group Experience 2000 - 2005
Job CMO Atlantic Brokerage, Chairman HealthQuest
Industry Insurance
Experience
Atlantic Brokerage & Health Quest July 2011 - Present
Hooper Holmes September 2008 - December 2010
CJA & Associates 2006 - 2008
AXA 2000 - 2006
The MONY Group 2000 - 2005
John Hancock 1998 - 2000
Aetna 1993 - 1998
Security Mutual Life October 1984 - June 1993
Skills
CLU, Life Insurance, Insurance, ChFC, Fixed Annuities, Access Control, Series 63, Sales, Property & Casualty..., Management, Employee Benefits, Disability Insurance, Strategy, Financial Services, Retirement, Health Insurance, Brokers, Marketing, Reinsurance, Risk Management, Strategic Financial..., Medicare, Pensions, IRAs, Retirement Planning, 401k, Term Life Insurance, Underwriting, General Insurance, Financial Planners, Commercial Insurance, Investments, New Business Development, Long-term Care, Workers Compensation, Universal Life, Estate Planning, Mutual Funds
Education
Binghamton University 1986 — 1989
BS, Mathematics, Computer Science
Atlantic Brokerage & Health Quest July 2011 - Present
Hooper Holmes September 2008 - December 2010
CJA & Associates 2006 - 2008
AXA 2000 - 2006
The MONY Group 2000 - 2005
John Hancock 1998 - 2000
Aetna 1993 - 1998
Security Mutual Life October 1984 - June 1993
Skills
CLU, Life Insurance, Insurance, ChFC, Fixed Annuities, Access Control, Series 63, Sales, Property & Casualty..., Management, Employee Benefits, Disability Insurance, Strategy, Financial Services, Retirement, Health Insurance, Brokers, Marketing, Reinsurance, Risk Management, Strategic Financial..., Medicare, Pensions, IRAs, Retirement Planning, 401k, Term Life Insurance, Underwriting, General Insurance, Financial Planners, Commercial Insurance, Investments, New Business Development, Long-term Care, Workers Compensation, Universal Life, Estate Planning, Mutual Funds
Education
Binghamton University 1986 — 1989
BS, Mathematics, Computer Science
Stan Brallier Stan Brallier's The MONY Group Experience April 2002 - June 2003
Job Retired Life Insurance and Benefit Administration professional open to consulting opportunities at home
Industry Insurance
Experience
home 2009 - Present
Sapers & Wallack November 2005 - May 2009
The MONY Group April 2002 - June 2003
Lincoln Financial Group October 1998 - October 2002
Aetna Life & Casualty 1992 - 1998
Balser Companies 1988 - 1992
CIGNA 1969 - 1988
Skills
Retirement, Insurance, Employee Benefits, Executive Pay, Life Insurance, Mutual Funds, Deferred Compensation, Disability Insurance, 401k, Fixed Annuities, Benefits Administration, Retirement Planning, Estate Planning
Education
Charter Oak State College
BA, Business
University of Massachusetts, Amherst
Mathematics
home 2009 - Present
Sapers & Wallack November 2005 - May 2009
The MONY Group April 2002 - June 2003
Lincoln Financial Group October 1998 - October 2002
Aetna Life & Casualty 1992 - 1998
Balser Companies 1988 - 1992
CIGNA 1969 - 1988
Skills
Retirement, Insurance, Employee Benefits, Executive Pay, Life Insurance, Mutual Funds, Deferred Compensation, Disability Insurance, 401k, Fixed Annuities, Benefits Administration, Retirement Planning, Estate Planning
Education
Charter Oak State College
BA, Business
University of Massachusetts, Amherst
Mathematics
Marshall Molloy Marshall Molloy's The MONY Group Experience 1991 - 1992
Job Independent Public Relations and Communications Professional
Industry Public Relations and Communications
Experience
Self Employed 1999 - Present
The Chase Manhattan Bank 1994 - 1999
Edward G. Novotny & Associates, Inc. 1993 - 1994
The MONY Group 1991 - 1992
Hoechst Celanese Corporation 1989 - 1991
Warner Lambert 1984 - 1989
Johnson & Johnson 1977 - 1984
Connecticut Business & Industry Association 1973 - 1977
Hartford Times 1971 - 1973
Wakefield (MA) Daily Item 1970 - 1971
Education
College of the Holy Cross 1965 — 1969
AB English
Self Employed 1999 - Present
The Chase Manhattan Bank 1994 - 1999
Edward G. Novotny & Associates, Inc. 1993 - 1994
The MONY Group 1991 - 1992
Hoechst Celanese Corporation 1989 - 1991
Warner Lambert 1984 - 1989
Johnson & Johnson 1977 - 1984
Connecticut Business & Industry Association 1973 - 1977
Hartford Times 1971 - 1973
Wakefield (MA) Daily Item 1970 - 1971
Education
College of the Holy Cross 1965 — 1969
AB English
Bill Friess Bill Friess's The MONY Group Experience May 1990 - June 2005
Job RVP at Woodbury
Industry Financial Services
Experience
Woodbury July 2005 - Present
The MONY Group May 1990 - June 2005
Skills
Retirement Planning, Fixed Annuities, Recruiting, Retirement, Series 7, Small Business, Business Development, Coaching, Sales, Financial Services
Education
California State University-Fullerton
Business/Marketing
Woodbury July 2005 - Present
The MONY Group May 1990 - June 2005
Skills
Retirement Planning, Fixed Annuities, Recruiting, Retirement, Series 7, Small Business, Business Development, Coaching, Sales, Financial Services
Education
California State University-Fullerton
Business/Marketing
Joanna Gassoso's The MONY Group Experience May 2002 - September 2004
Job Chief Internal Auditor at Verisk Analytics
Industry Financial Services
Experience
Verisk Analytics December 2013 - Present
Assured Guaranty/Financial Security Assurance September 2004 - December 2013
The MONY Group May 2002 - September 2004
Prudential Financial June 1997 - May 2002
Skills
Sarbanes-Oxley Act, Internal Audit, Accounting, Process Improvement, Financial Analysis, Risk Management, Financial Reporting, Investments, Insurance, Financial Risk, Finance, Internal Controls, Corporate Finance, Financial Services, Banking, Credit Risk, Business Analysis, Investment Banking, Credit Analysis, Strategic Financial..., Operational Risk..., Mergers & Acquisitions, Hedge Funds, Enterprise Risk..., Forecasting, Bonds, Portfolio Management, Securitization, Sarbanes-Oxley, Capital Markets, Valuation, Bloomberg, Financial Structuring, Analysis, Equities, Securities, Structured Finance, Auditing
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2002
MBA, Finance and International Business
City University of New York-College of Staten Island 1993 — 1997
BS, Accounting
Verisk Analytics December 2013 - Present
Assured Guaranty/Financial Security Assurance September 2004 - December 2013
The MONY Group May 2002 - September 2004
Prudential Financial June 1997 - May 2002
Skills
Sarbanes-Oxley Act, Internal Audit, Accounting, Process Improvement, Financial Analysis, Risk Management, Financial Reporting, Investments, Insurance, Financial Risk, Finance, Internal Controls, Corporate Finance, Financial Services, Banking, Credit Risk, Business Analysis, Investment Banking, Credit Analysis, Strategic Financial..., Operational Risk..., Mergers & Acquisitions, Hedge Funds, Enterprise Risk..., Forecasting, Bonds, Portfolio Management, Securitization, Sarbanes-Oxley, Capital Markets, Valuation, Bloomberg, Financial Structuring, Analysis, Equities, Securities, Structured Finance, Auditing
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2002
MBA, Finance and International Business
City University of New York-College of Staten Island 1993 — 1997
BS, Accounting
Jonathan Sager Jonathan Sager's The MONY Group Experience 1985 - 2001
Job EVP and General Counsel at MIB Group, Inc.
Industry Insurance
Experience
MIB Group, Inc. July 2005 - Present
The MONY Group 1985 - 2001
Skills
Reinsurance, Risk Management, Insurance, Claim, Underwriting, Litigation Management, Liability, Legal Writing
Education
Washington and Lee University School of Law 1975 — 1978
JD
Colgate University
BA
MIB Group, Inc. July 2005 - Present
The MONY Group 1985 - 2001
Skills
Reinsurance, Risk Management, Insurance, Claim, Underwriting, Litigation Management, Liability, Legal Writing
Education
Washington and Lee University School of Law 1975 — 1978
JD
Colgate University
BA
Chuck Stout Chuck Stout's The MONY Group Experience 1997 - 2002
Job Executive Vice President at CBIZ Benefits & Insurance Services Inc
Industry Insurance
Experience
CBIZ Benefits & Insurance Services Inc January 2012 - Present
NAIFA-BROWARD (Nat'l Assoc. of Insurance & Financial Advisors 1998 - Present
National Association of Health Underwriters 1995 - Present
Meridian Insurance Group February 2004 - January 2012
Stout Insurance Group, Inc November 1997 - February 2004
The MONY Group 1997 - 2002
Humana, Inc January 1990 - November 1997
Skills
Employee Benefits, Disability Insurance, Insurance, Small Business, Financial Services, Retirement Planning, Investments, Long-term Care, Fixed Annuities, Health Insurance, Retirement, Term Life Insurance, 401k, Health Care Reform, Managed Care, Mortgage Lending, ERISA, Risk Management, Asset Management, Benefits Administration, Executive Management, Portfolio Management, Series 63, Business, Sales, COBRA, Long Term Care Insurance, Underwriting, Umbrella Insurance, Liability, Training, Life Insurance, Accident, Mergers & Acquisitions, Funding, Securities, General Insurance, Dentistry, Whole Life, Health Savings Accounts, Workers Compensation, Finance, Brokers, Financial Planners, Professional Liability, Medicare, High Net Worth...
Education
Auburn University 1985 — 1989
B.S., Marketing
CBIZ Benefits & Insurance Services Inc January 2012 - Present
NAIFA-BROWARD (Nat'l Assoc. of Insurance & Financial Advisors 1998 - Present
National Association of Health Underwriters 1995 - Present
Meridian Insurance Group February 2004 - January 2012
Stout Insurance Group, Inc November 1997 - February 2004
The MONY Group 1997 - 2002
Humana, Inc January 1990 - November 1997
Skills
Employee Benefits, Disability Insurance, Insurance, Small Business, Financial Services, Retirement Planning, Investments, Long-term Care, Fixed Annuities, Health Insurance, Retirement, Term Life Insurance, 401k, Health Care Reform, Managed Care, Mortgage Lending, ERISA, Risk Management, Asset Management, Benefits Administration, Executive Management, Portfolio Management, Series 63, Business, Sales, COBRA, Long Term Care Insurance, Underwriting, Umbrella Insurance, Liability, Training, Life Insurance, Accident, Mergers & Acquisitions, Funding, Securities, General Insurance, Dentistry, Whole Life, Health Savings Accounts, Workers Compensation, Finance, Brokers, Financial Planners, Professional Liability, Medicare, High Net Worth...
Education
Auburn University 1985 — 1989
B.S., Marketing
Buffie Hennigan, CIA, CAMS Buffie Hennigan, CIA, CAMS's The MONY Group Experience September 1997 - March 2004
Job Audit Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo May 2013 - March 2015
AXA Equitable March 2008 - March 2013
AXA Equitable December 2005 - March 2008
AXA Equitable March 2004 - December 2005
The MONY Group September 1997 - March 2004
Cazenovia College September 1995 - June 1997
Tops Markets 1993 - 1997
Skills
Internal Audit, Sarbanes-Oxley Act, Internal Controls, Risk Assessment, Operational Risk..., Auditing, Accounting, PeopleSoft, Process Improvement, Business Analysis, Business Process..., Financial Analysis, Microsoft Excel, Financial Services, Data Analytics, Strategic Financial..., IT Audit, Anti Money Laundering, Vendor Management, Analytical Skills, Insurance, Enterprise Risk..., SAS70, Training, Sarbanes-Oxley, Analysis, Management, Risk Management, AML, Financial Risk, COSO, Leadership, Financial Reporting, Strategy, Data Analysis, Fraud
Education
University of Phoenix
Master of Information Systems/ Management (MIS/M)
Cazenovia College
Bachelor of Professional Studies, Business Management
Wells Fargo March 2015 - Present
Wells Fargo May 2013 - March 2015
AXA Equitable March 2008 - March 2013
AXA Equitable December 2005 - March 2008
AXA Equitable March 2004 - December 2005
The MONY Group September 1997 - March 2004
Cazenovia College September 1995 - June 1997
Tops Markets 1993 - 1997
Skills
Internal Audit, Sarbanes-Oxley Act, Internal Controls, Risk Assessment, Operational Risk..., Auditing, Accounting, PeopleSoft, Process Improvement, Business Analysis, Business Process..., Financial Analysis, Microsoft Excel, Financial Services, Data Analytics, Strategic Financial..., IT Audit, Anti Money Laundering, Vendor Management, Analytical Skills, Insurance, Enterprise Risk..., SAS70, Training, Sarbanes-Oxley, Analysis, Management, Risk Management, AML, Financial Risk, COSO, Leadership, Financial Reporting, Strategy, Data Analysis, Fraud
Education
University of Phoenix
Master of Information Systems/ Management (MIS/M)
Cazenovia College
Bachelor of Professional Studies, Business Management
Travis L. Higgins Travis L. Higgins's The MONY Group Experience 1999 - 2000
Job President/CEO at UCI Wealth Advisors
Industry Financial Services
Experience
UCI Wealth Advisors August 2010 - Present
Northwestern Mutual October 1999 - July 2010
The MONY Group 1999 - 2000
New Life Fitness 1998 - 1999
Skills
Wealth Management, Investments, Retirement, Small Business, Investment Advisory, Finance, Private Equity, Employee Benefits, Financial Services, Retirement Planning, Mutual Funds, Financial Advisory, Fixed Annuities, Strategic Financial..., Estate Planning, Life Insurance, Financial Planners, IRAs, Wealth Accumulation, Portfolio Management, Asset Management, Securities, Risk Management, Financial Planning
Education
Boise State University
Granger High School
UCI Wealth Advisors August 2010 - Present
Northwestern Mutual October 1999 - July 2010
The MONY Group 1999 - 2000
New Life Fitness 1998 - 1999
Skills
Wealth Management, Investments, Retirement, Small Business, Investment Advisory, Finance, Private Equity, Employee Benefits, Financial Services, Retirement Planning, Mutual Funds, Financial Advisory, Fixed Annuities, Strategic Financial..., Estate Planning, Life Insurance, Financial Planners, IRAs, Wealth Accumulation, Portfolio Management, Asset Management, Securities, Risk Management, Financial Planning
Education
Boise State University
Granger High School
Lance Bolonik's The MONY Group Experience May 1970 - March 2003
Job Founder and Senior Partner at Lance M. Bolonik & Associates
Industry Financial Services
Experience
Lance M. Bolonik & Associates January 2005 - Present
GIGIP Ltd. July 2003 - December 2005
The MONY Group May 1970 - March 2003
U. S. Navy June 1964 - October 1969
Skills
Insurance, Microsoft Office, Team Building, Management, Research, Equities, Risk Management, Strategic Planning, Strategic Financial..., New Business Development, Investments, Sales Management, Microsoft Word
Education
Dominican University 2002 — 2003
MS, Management Information Systems
Dominican University 2000 — 2002
BS, Business Administration
Purdue University 1959 — 1963
Mechanical Engineering
Lance M. Bolonik & Associates January 2005 - Present
GIGIP Ltd. July 2003 - December 2005
The MONY Group May 1970 - March 2003
U. S. Navy June 1964 - October 1969
Skills
Insurance, Microsoft Office, Team Building, Management, Research, Equities, Risk Management, Strategic Planning, Strategic Financial..., New Business Development, Investments, Sales Management, Microsoft Word
Education
Dominican University 2002 — 2003
MS, Management Information Systems
Dominican University 2000 — 2002
BS, Business Administration
Purdue University 1959 — 1963
Mechanical Engineering
John Pinegar's The MONY Group Experience 2003 - 2003
Job Administrator at Park Manor of The Woodlands
Industry Hospital & Health Care
Experience
Park Manor of The Woodlands November 2014 - Present
Park Manor of South Belt December 2012 - November 2014
Oceanview Healthcare, Inc. - Ensign Group Affiliate August 2011 - December 2012
Rose Villa Healthcare Center - Ensign Group Affiliate June 2009 - July 2011
Chrysler LLC July 2008 - May 2009
Chrysler LLC June 2007 - July 2008
ContractPal, Inc. 2007 - 2007
Principal Financial Group January 2004 - June 2005
The MONY Group 2003 - 2003
Skills
Financial Modeling, Leadership, Financial Analysis, Finance, Budgets, Strategic Planning, Analysis, Process Improvement, Customer Service, Cross-functional Team..., Healthcare, Management, Program Management, Strategy, Team Building
Education
Brigham Young University 2005 — 2007
MBA, Finance
Brigham Young University 1998 — 2003
BS, Business Mgmt: Info Systems
Park Manor of The Woodlands November 2014 - Present
Park Manor of South Belt December 2012 - November 2014
Oceanview Healthcare, Inc. - Ensign Group Affiliate August 2011 - December 2012
Rose Villa Healthcare Center - Ensign Group Affiliate June 2009 - July 2011
Chrysler LLC July 2008 - May 2009
Chrysler LLC June 2007 - July 2008
ContractPal, Inc. 2007 - 2007
Principal Financial Group January 2004 - June 2005
The MONY Group 2003 - 2003
Skills
Financial Modeling, Leadership, Financial Analysis, Finance, Budgets, Strategic Planning, Analysis, Process Improvement, Customer Service, Cross-functional Team..., Healthcare, Management, Program Management, Strategy, Team Building
Education
Brigham Young University 2005 — 2007
MBA, Finance
Brigham Young University 1998 — 2003
BS, Business Mgmt: Info Systems
Susan T. Hall's The MONY Group Experience August 2001 - February 2003
Job Owner, Penguin Hall
Industry Writing and Editing
Experience
Penguin Hall July 1998 - Present
Giminski-Wysocki Funeral Home September 2007 - December 2012
Bank of America October 2003 - February 2007
UAW Legal Services July 2003 - September 2003
Syracuse University February 2003 - July 2003
The MONY Group August 2001 - February 2003
Skills
Entrepreneurship, Public Relations, Event Management, Fundraising, Media Relations, Digital Media, PowerPoint
Education
American Academy of Art 1979 — 1981
Penguin Hall July 1998 - Present
Giminski-Wysocki Funeral Home September 2007 - December 2012
Bank of America October 2003 - February 2007
UAW Legal Services July 2003 - September 2003
Syracuse University February 2003 - July 2003
The MONY Group August 2001 - February 2003
Skills
Entrepreneurship, Public Relations, Event Management, Fundraising, Media Relations, Digital Media, PowerPoint
Education
American Academy of Art 1979 — 1981
Mark Bianchi's The MONY Group Experience April 2001 - June 2005
Job Systems Analyst at AXA Equitable
Industry Computer Software
Experience
AXA Equitable April 2011 - Present
AXA Equitable January 2009 - April 2011
AXA Equitable June 2005 - January 2009
The MONY Group April 2001 - June 2005
Unity Mutual Life 1990 - 2001
Education
State University of New York College at Brockport 1983 — 1987
BS, Computer Science, Mathematics
State University of New York at Binghamton
Master of Arts (M.A.), Mathematics
AXA Equitable April 2011 - Present
AXA Equitable January 2009 - April 2011
AXA Equitable June 2005 - January 2009
The MONY Group April 2001 - June 2005
Unity Mutual Life 1990 - 2001
Education
State University of New York College at Brockport 1983 — 1987
BS, Computer Science, Mathematics
State University of New York at Binghamton
Master of Arts (M.A.), Mathematics
Vanessa Irving Dillingham's The MONY Group Experience January 2003 - May 2004
Job Public Relations
Industry Public Relations and Communications
Experience
Taylor Johnson January 2006 - Present
Examiner.com January 2012 - Present
MediaCom May 2004 - May 2005
The MONY Group January 2003 - May 2004
WEEK-TV June 2001 - January 2003
WCIA-TV May 2000 - June 2001
Skills
Editing, Media Relations, Press Releases, Newsletters, Public Relations, Blogging, Strategic Communications, Social Networking, Social Media Marketing, Social Media, Branding & Identity, Broadcast Television, AP Style, Corporate Communications, Crisis Communications, Event Planning, Writing
Education
Eastern Illinois University 1997 — 2000
Bachelor of Arts (B.A.), Journalism
Metamora High School 1992 — 1996
Taylor Johnson January 2006 - Present
Examiner.com January 2012 - Present
MediaCom May 2004 - May 2005
The MONY Group January 2003 - May 2004
WEEK-TV June 2001 - January 2003
WCIA-TV May 2000 - June 2001
Skills
Editing, Media Relations, Press Releases, Newsletters, Public Relations, Blogging, Strategic Communications, Social Networking, Social Media Marketing, Social Media, Branding & Identity, Broadcast Television, AP Style, Corporate Communications, Crisis Communications, Event Planning, Writing
Education
Eastern Illinois University 1997 — 2000
Bachelor of Arts (B.A.), Journalism
Metamora High School 1992 — 1996
Fitzgerald Charlier's The MONY Group Experience 1998 - 2004
Job Certified Financial Planner® | President of Sherpa Financial Group
Industry Financial Services
Experience
Sherpa Financial Group 2004 - Present
Transamerica Financial Advisors, Inc. 2004 - Present
The MONY Group 1998 - 2004
Naval Avionics and Delco Electronics 1986 - 1998
Skills
Coordinated Financial..., Investment Management, Insurance Planning, Retirement Planning, Education Planning, Estate Planning, Tax Reduction Strategies, Retirement Plans, Disability Income..., Long-term Care Insurance, Retirement Specialist, Financial Planning, Wealth Management, Retirement, Strategic Financial..., Small Business, Business Planning, Finance, Personal Finance
Education
Society of Certified Retirement Financial Advisors 2005 — 2005
CRFA, Retirement Specialist
College for Financial Planning 1999 — 2002
CFP, Financial Planning
Indiana University-Purdue University at Indianapolis 1982 — 1986
BSME, Mechanical Engineering
Sherpa Financial Group 2004 - Present
Transamerica Financial Advisors, Inc. 2004 - Present
The MONY Group 1998 - 2004
Naval Avionics and Delco Electronics 1986 - 1998
Skills
Coordinated Financial..., Investment Management, Insurance Planning, Retirement Planning, Education Planning, Estate Planning, Tax Reduction Strategies, Retirement Plans, Disability Income..., Long-term Care Insurance, Retirement Specialist, Financial Planning, Wealth Management, Retirement, Strategic Financial..., Small Business, Business Planning, Finance, Personal Finance
Education
Society of Certified Retirement Financial Advisors 2005 — 2005
CRFA, Retirement Specialist
College for Financial Planning 1999 — 2002
CFP, Financial Planning
Indiana University-Purdue University at Indianapolis 1982 — 1986
BSME, Mechanical Engineering
Dan Theodore's The MONY Group Experience September 1984 - January 1992
Job Consultant at Milliman, Inc.
Industry Insurance
Experience
Milliman, Inc. January 1996 - Present
Guardian Life Insurance January 1992 - January 1996
The MONY Group September 1984 - January 1992
Skills
Financial Risk, Insurance, Actuarial Science, Life Insurance, Financial Modeling, Underwriting, Actuarial Consulting, Reinsurance, ALM, Product Development, Stochastic Modeling
Education
Binghamton University 1976 — 1981
B.S., Mathematics
Milliman, Inc. January 1996 - Present
Guardian Life Insurance January 1992 - January 1996
The MONY Group September 1984 - January 1992
Skills
Financial Risk, Insurance, Actuarial Science, Life Insurance, Financial Modeling, Underwriting, Actuarial Consulting, Reinsurance, ALM, Product Development, Stochastic Modeling
Education
Binghamton University 1976 — 1981
B.S., Mathematics
Phil Maisano's The MONY Group Experience 1981 - 1989
Job Senior Advisor at Standard Life Investments
Industry Financial Services
Experience
Standard Life Investments March 2012 - Present
MaisFour Enterprises LLC July 2011 - Present
Van Eck Global November 2011 - December 2014
BNY Mellon Asset Management January 2007 - May 2011
Dreyfus December 2006 - May 2011
EACM Advisors 2001 - 2006
Evaluation Associates 1989 - 2004
The MONY Group 1981 - 1989
Manhattan Life 1979 - 1981
US Army January 1970 - May 1980
Skills
Asset Managment, Hedge Funds, Mutual Funds, Equities, Investment Strategies, Fixed Income, Asset Allocation, Investments, Portfolio Management, Capital Markets, Securities, Wealth Management, Bloomberg, Private Equity, Emerging Markets, Due Diligence, Financial Services, Series 7, Investment Management, Asset Management
Education
Columbia University - Columbia Business School 1987 — 1987
Certificate, Executive Education
Iona College 1972 — 1976
MBA, Finance
Belmont Abbey College 1965 — 1969
AB, Economics
Standard Life Investments March 2012 - Present
MaisFour Enterprises LLC July 2011 - Present
Van Eck Global November 2011 - December 2014
BNY Mellon Asset Management January 2007 - May 2011
Dreyfus December 2006 - May 2011
EACM Advisors 2001 - 2006
Evaluation Associates 1989 - 2004
The MONY Group 1981 - 1989
Manhattan Life 1979 - 1981
US Army January 1970 - May 1980
Skills
Asset Managment, Hedge Funds, Mutual Funds, Equities, Investment Strategies, Fixed Income, Asset Allocation, Investments, Portfolio Management, Capital Markets, Securities, Wealth Management, Bloomberg, Private Equity, Emerging Markets, Due Diligence, Financial Services, Series 7, Investment Management, Asset Management
Education
Columbia University - Columbia Business School 1987 — 1987
Certificate, Executive Education
Iona College 1972 — 1976
MBA, Finance
Belmont Abbey College 1965 — 1969
AB, Economics
Gene Schulze's The MONY Group Experience August 1988 - December 1991
Job Software Engineer at Dude Solutions
Industry Computer Software
Experience
Dude Solutions April 2015 - Present
Town of Apex, NC December 2001 - Present
FileONE, Inc (formally Office Automation Solutions - OAS) May 2003 - April 2015
Strategic Resource Solutions - SRS (Division of Progress Energy) December 1996 - December 2001
Progress Energy (formally Carolina Power & Light - CP&L) December 1991 - December 1996
The MONY Group August 1988 - December 1991
Citi Group March 1987 - August 1988
IBM May 1985 - August 1985
Skills
.NET
Education
State University of New York College at Plattsburgh 1984 — 1986
BS, Computer Science
Dutchess Community College 1982 — 1984
AAS, Data Processing
Dude Solutions April 2015 - Present
Town of Apex, NC December 2001 - Present
FileONE, Inc (formally Office Automation Solutions - OAS) May 2003 - April 2015
Strategic Resource Solutions - SRS (Division of Progress Energy) December 1996 - December 2001
Progress Energy (formally Carolina Power & Light - CP&L) December 1991 - December 1996
The MONY Group August 1988 - December 1991
Citi Group March 1987 - August 1988
IBM May 1985 - August 1985
Skills
.NET
Education
State University of New York College at Plattsburgh 1984 — 1986
BS, Computer Science
Dutchess Community College 1982 — 1984
AAS, Data Processing
Daniel J. Steinberg's The MONY Group Experience 1995 - 1996
Job Managing Director at F3 Capital Group LLC
Industry Financial Services
Experience
F3 Capital Group LLC October 2014 - Present
The Stonehill Group LLC September 2007 - April 2012
The Prescott Group February 2003 - September 2007
UBS Wealth Management June 2001 - January 2003
The Blackstone Group August 1996 - May 2001
The MONY Group 1995 - 1996
EY 1993 - 1995
Structure Tone August 1990 - 1993
Skills
Real Estate, Real Estate Development, Real Estate Transactions, Real Estate Private..., Management, Investment Banking, Finance, Business Strategy, Asset Management, Financial Structuring, Contract Negotiation, Investments, Investment Properties, Valuation
Education
Boston University 1986 — 1990
Bachelor of Science (BS), Finance, General
Boston University Questrom School of Business 1986 — 1990
F3 Capital Group LLC October 2014 - Present
The Stonehill Group LLC September 2007 - April 2012
The Prescott Group February 2003 - September 2007
UBS Wealth Management June 2001 - January 2003
The Blackstone Group August 1996 - May 2001
The MONY Group 1995 - 1996
EY 1993 - 1995
Structure Tone August 1990 - 1993
Skills
Real Estate, Real Estate Development, Real Estate Transactions, Real Estate Private..., Management, Investment Banking, Finance, Business Strategy, Asset Management, Financial Structuring, Contract Negotiation, Investments, Investment Properties, Valuation
Education
Boston University 1986 — 1990
Bachelor of Science (BS), Finance, General
Boston University Questrom School of Business 1986 — 1990
Ken Saul's The MONY Group Experience June 1982 - September 1984
Job Chairman and Owner at The Examination Company
Industry Insurance
Experience
President Chairman and OwnerThe Examination CompanyJanuary 2008 - Present
The MONY Group June 1982 - September 1984
Education
City University of New York City College 1963 — 1967
President Chairman and OwnerThe Examination CompanyJanuary 2008 - Present
The MONY Group June 1982 - September 1984
Education
City University of New York City College 1963 — 1967
Gerald Lazore's The MONY Group Experience 1996 - 2000
Job Director of Marketing at Fidelity Charitable, Fidelity Investments
Industry Financial Services
Experience
Fidelity Charitable August 2013 - Present
Citi Group February 2007 - March 2013
United Healthcare 2006 - 2007
MasterCard 2000 - 2005
The MONY Group 1996 - 2000
KPMG US 1990 - 1995
Skills
Marketing Strategy, Payments, Prepaid Cards, Payment Solutions, Strategy Development, Product Development, B2B, Electronic Payments, Business Strategy, Strategic Planning, Product Marketing, International Business, B2C, B2C marketing, B2B Marketing, Public Relations, Corporate Communications, Corporate Branding, Brand Development, Strategy, Marketing, Financial Services, Digital Marketing, Debit Cards, Integrated Marketing, Online Marketing, Marketing Communications, Product Management, Strategic Communications, Thought Leadership, Analytics, Strategic Partnerships, Advertising, Marketing Management, Direct Marketing, Segmentation, Market Analysis, Product Launch, Customer Acquisition, Competitive Analysis, Brand Management, Management, Marketing Research, E-commerce, CRM, Start-ups, Market Research, Lead Generation, Email Marketing, P&L Management
Education
Cornell University 1986 — 1990
BS, Industrial & Labor Relations
Fordham University - Graduate School of Business Administration
MBA, Marketing & International Business
Fidelity Charitable August 2013 - Present
Citi Group February 2007 - March 2013
United Healthcare 2006 - 2007
MasterCard 2000 - 2005
The MONY Group 1996 - 2000
KPMG US 1990 - 1995
Skills
Marketing Strategy, Payments, Prepaid Cards, Payment Solutions, Strategy Development, Product Development, B2B, Electronic Payments, Business Strategy, Strategic Planning, Product Marketing, International Business, B2C, B2C marketing, B2B Marketing, Public Relations, Corporate Communications, Corporate Branding, Brand Development, Strategy, Marketing, Financial Services, Digital Marketing, Debit Cards, Integrated Marketing, Online Marketing, Marketing Communications, Product Management, Strategic Communications, Thought Leadership, Analytics, Strategic Partnerships, Advertising, Marketing Management, Direct Marketing, Segmentation, Market Analysis, Product Launch, Customer Acquisition, Competitive Analysis, Brand Management, Management, Marketing Research, E-commerce, CRM, Start-ups, Market Research, Lead Generation, Email Marketing, P&L Management
Education
Cornell University 1986 — 1990
BS, Industrial & Labor Relations
Fordham University - Graduate School of Business Administration
MBA, Marketing & International Business
Rodney Koch, PMP, CSM's The MONY Group Experience 1998 - 2004
Job Project Manager at Utica National Insurance Group
Industry Insurance
Experience
Utica National Insurance Group April 2013 - Present
AXA Equitable December 2012 - March 2013
AXA Equitable January 2008 - December 2012
AXA Equitable 2005 - 2007
The MONY Group 1998 - 2004
GUIDE International 1989 - 1999
Niagara Mohawk 1991 - 1997
Mutual of New York 1984 - 1991
Syracuse University 1983 - 1985
Caterpillar July 1981 - September 1983
Skills
SDLC, Process Improvement, Vendor Management, Business Analysis, Project Management, Project Portfolio..., Program Management, Risk Management, Software Project..., IT Strategy, Business Process..., Strategic Planning, Six Sigma, Cross-functional Team..., Change Management, Requirements Analysis, Portfolio Management, Business Intelligence, Analysis, Social Media, Budgets, Project Planning, Software Documentation, Strategy, CRM, Training, PMP, Business Requirements, Management, PMO, Leadership, Integration, Software Development, Governance, Project Delivery
Education
Syracuse University 2012 — 2013
Information Studies - Social Media
Thunderbird School of Global Management 2010 — 2012
Master's degree, Master of Global Management
Syracuse University - Martin J. Whitman School of Management 1983 — 1985
MBA, Management Information Systems
Illinois State University 1980 — 1981
B.S., Accounting
Illinois Central College 1978 — 1980
A.S., Data Processing
Bradley University 1977 — 1978
Engineering
Tremont High School 1973 — 1977
High School Diploma, Math, Science, English, German
Utica National Insurance Group April 2013 - Present
AXA Equitable December 2012 - March 2013
AXA Equitable January 2008 - December 2012
AXA Equitable 2005 - 2007
The MONY Group 1998 - 2004
GUIDE International 1989 - 1999
Niagara Mohawk 1991 - 1997
Mutual of New York 1984 - 1991
Syracuse University 1983 - 1985
Caterpillar July 1981 - September 1983
Skills
SDLC, Process Improvement, Vendor Management, Business Analysis, Project Management, Project Portfolio..., Program Management, Risk Management, Software Project..., IT Strategy, Business Process..., Strategic Planning, Six Sigma, Cross-functional Team..., Change Management, Requirements Analysis, Portfolio Management, Business Intelligence, Analysis, Social Media, Budgets, Project Planning, Software Documentation, Strategy, CRM, Training, PMP, Business Requirements, Management, PMO, Leadership, Integration, Software Development, Governance, Project Delivery
Education
Syracuse University 2012 — 2013
Information Studies - Social Media
Thunderbird School of Global Management 2010 — 2012
Master's degree, Master of Global Management
Syracuse University - Martin J. Whitman School of Management 1983 — 1985
MBA, Management Information Systems
Illinois State University 1980 — 1981
B.S., Accounting
Illinois Central College 1978 — 1980
A.S., Data Processing
Bradley University 1977 — 1978
Engineering
Tremont High School 1973 — 1977
High School Diploma, Math, Science, English, German
Frank Lotito, MBA's The MONY Group Experience 1992 - 1993
Job Senior Pricing Manager
Industry Consumer Goods
Experience
Benjamin Moore & Co. November 2014 - Present
Benjamin Moore & Co. May 2012 - November 2014
Benjamin Moore & Co. March 2006 - April 2012
Benjamin Moore & Co. March 2002 - March 2006
Benjamin Moore & Co. January 2000 - February 2002
Benjamin Moore & Co. January 1996 - January 2000
Benjamin Moore & Co. February 1994 - January 1996
The MONY Group 1992 - 1993
Skills
Pricing, Forecasting, Decision Support, Strategy, Accounting, Business Planning, Leadership, Financial Reporting, Inventory Management, Market Analysis, Consumer Products, Internal Controls, Sales, Analysis, Management, New Business Development, Project Planning, Financial Analysis, Account Management, Strategic Financial..., Marketing Strategy, Financial Modeling, Budgets, Competitive Analysis, Finance, Cross-functional Team..., Strategic Planning, P&L, Project Management, Variance Analysis, Sales Management, Pricing Strategy, P&L Management, Segmentation, Process Improvement, Sales Operations, Product Marketing, Product Management, Analytics, Business Analysis, Business Strategy, Team Management, Business Process, ERP, Data Analysis, Business Process..., SAP, Account Reconciliation, Demand Planning, Change Management
Education
Fairleigh Dickinson University 1995 — 1998
MBA, Finance
Seton Hall University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Benjamin Moore & Co. November 2014 - Present
Benjamin Moore & Co. May 2012 - November 2014
Benjamin Moore & Co. March 2006 - April 2012
Benjamin Moore & Co. March 2002 - March 2006
Benjamin Moore & Co. January 2000 - February 2002
Benjamin Moore & Co. January 1996 - January 2000
Benjamin Moore & Co. February 1994 - January 1996
The MONY Group 1992 - 1993
Skills
Pricing, Forecasting, Decision Support, Strategy, Accounting, Business Planning, Leadership, Financial Reporting, Inventory Management, Market Analysis, Consumer Products, Internal Controls, Sales, Analysis, Management, New Business Development, Project Planning, Financial Analysis, Account Management, Strategic Financial..., Marketing Strategy, Financial Modeling, Budgets, Competitive Analysis, Finance, Cross-functional Team..., Strategic Planning, P&L, Project Management, Variance Analysis, Sales Management, Pricing Strategy, P&L Management, Segmentation, Process Improvement, Sales Operations, Product Marketing, Product Management, Analytics, Business Analysis, Business Strategy, Team Management, Business Process, ERP, Data Analysis, Business Process..., SAP, Account Reconciliation, Demand Planning, Change Management
Education
Fairleigh Dickinson University 1995 — 1998
MBA, Finance
Seton Hall University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Chuck Menchion's The MONY Group Experience May 1999 - July 2000
Job Health Policy and Strategic Planner
Industry Government Administration
Experience
Center for Disease Control and Prevention September 2010 - Present
Center for Disease Control and Prevention October 2003 - Present
Centers for Disease Controle and Prevention October 2003 - Present
Bank of America July 2000 - July 2003
The MONY Group May 1999 - July 2000
Skills
Public Speaking, Policy, Government, Program Management, Analysis, Strategic Planning, Policy Analysis, Emergency Management, Leadership
Education
Mercer University - Stetson School of Business and Economics 2004 — 2006
MBA, International Finance
Embry-Riddle Aeronautical University 1996 — 2000
BS, Professional Aeronautics
MBA (International Finance)
Master of Business Administration (MBA), International Finance
Center for Disease Control and Prevention September 2010 - Present
Center for Disease Control and Prevention October 2003 - Present
Centers for Disease Controle and Prevention October 2003 - Present
Bank of America July 2000 - July 2003
The MONY Group May 1999 - July 2000
Skills
Public Speaking, Policy, Government, Program Management, Analysis, Strategic Planning, Policy Analysis, Emergency Management, Leadership
Education
Mercer University - Stetson School of Business and Economics 2004 — 2006
MBA, International Finance
Embry-Riddle Aeronautical University 1996 — 2000
BS, Professional Aeronautics
MBA (International Finance)
Master of Business Administration (MBA), International Finance
Kevin Lenaghan, CPA's The MONY Group Experience 1986 - 1999
Job Manager at Guardian Life Insurance
Industry Financial Services
Experience
Guardian Life Insurance July 2004 - Present
Nippon Life Benefits August 1999 - July 2004
The MONY Group 1986 - 1999
Unisys 1982 - 1986
Skills
GAAP, Financial Reporting, Auditing, Financial Modeling, Statutory Accounting, Financial Analysis, Internal Audit, US GAAP, CPA, Variance Analysis, Accounting, Finance, Financial Statements, Forecasting, Sarbanes-Oxley Act, SEC filings, Strategic Financial..., Tax, Enterprise Risk..., Internal Controls, Sarbanes-Oxley, Employee Benefits, Insurance, Mutual Funds, Hyperion Enterprise, Financial Risk, External Audit, Essbase, Account Reconciliation, General Ledger, Financial Accounting, Risk Management, Financial Services, PeopleSoft, Investments, Valuation, Accounts Payable, Asset Management, Reinsurance, Analysis, Business Process..., Life Insurance, Underwriting, Access, Banking, Process Improvement, Fixed Income, Health Insurance, Business Analysis, Pensions
Education
Fordham Gabelli School of Business 1987 — 1989
MBA, Finance
Manhattan College 1973 — 1977
BS, Accounting
Guardian Life Insurance July 2004 - Present
Nippon Life Benefits August 1999 - July 2004
The MONY Group 1986 - 1999
Unisys 1982 - 1986
Skills
GAAP, Financial Reporting, Auditing, Financial Modeling, Statutory Accounting, Financial Analysis, Internal Audit, US GAAP, CPA, Variance Analysis, Accounting, Finance, Financial Statements, Forecasting, Sarbanes-Oxley Act, SEC filings, Strategic Financial..., Tax, Enterprise Risk..., Internal Controls, Sarbanes-Oxley, Employee Benefits, Insurance, Mutual Funds, Hyperion Enterprise, Financial Risk, External Audit, Essbase, Account Reconciliation, General Ledger, Financial Accounting, Risk Management, Financial Services, PeopleSoft, Investments, Valuation, Accounts Payable, Asset Management, Reinsurance, Analysis, Business Process..., Life Insurance, Underwriting, Access, Banking, Process Improvement, Fixed Income, Health Insurance, Business Analysis, Pensions
Education
Fordham Gabelli School of Business 1987 — 1989
MBA, Finance
Manhattan College 1973 — 1977
BS, Accounting
Karl Sims's The MONY Group Experience 2000 - 2002
Job Software Integration Specialist at AXA Equitable
Industry Information Technology and Services
Experience
AXA Equitable 2004 - Present
MONY 1988 - 2004
The MONY Group 2000 - 2002
HealthCare Data Systems June 1996 - October 1997
The MONY Group September 1988 - June 1996
Education
Colgate University 1983 — 1987
Syracuse University 1983 — 1987
Did not attend SU...just finding friends
AXA Equitable 2004 - Present
MONY 1988 - 2004
The MONY Group 2000 - 2002
HealthCare Data Systems June 1996 - October 1997
The MONY Group September 1988 - June 1996
Education
Colgate University 1983 — 1987
Syracuse University 1983 — 1987
Did not attend SU...just finding friends
Kristen Wescott's The MONY Group Experience 1994 - 1996
Job Planning for a safe and comprehensive transportation system
Industry Transportation/Trucking/Railroad
Experience
AECOM October 2014 - Present
Sandy Springs Public Works July 2011 - Present
URS Corporation November 2005 - Present
Day Wilburn Associates, Inc. 2003 - 2005
HNTB 2001 - 2003
The MONY Group 1994 - 1996
Skills
Transportation Planning, Transportation, Land Use Planning, General Public
Education
Georgia Institute of Technology 1996 — 1998
MCP, City Planning, Transportation Specialization
Carleton College 1986 — 1990
B.A., Political Science
White Bear Lake High School 1982 — 1986
High school diploma
AECOM October 2014 - Present
Sandy Springs Public Works July 2011 - Present
URS Corporation November 2005 - Present
Day Wilburn Associates, Inc. 2003 - 2005
HNTB 2001 - 2003
The MONY Group 1994 - 1996
Skills
Transportation Planning, Transportation, Land Use Planning, General Public
Education
Georgia Institute of Technology 1996 — 1998
MCP, City Planning, Transportation Specialization
Carleton College 1986 — 1990
B.A., Political Science
White Bear Lake High School 1982 — 1986
High school diploma
Daniel C. Schuler's The MONY Group Experience August 2004 - July 2005
Job Network Administrator at KS&R
Industry Information Technology and Services
Experience
KS&R December 2012 - Present
Consolidated Management Systems, Inc June 2012 - December 2012
KS&R February 2012 - July 2012
ICTG, LLC August 2009 - February 2012
Fastrac Markets April 2010 - May 2011
Usherwood Office Technology May 2007 - February 2009
Southern Wine & Spirits of Upstate NY July 2005 - May 2007
The MONY Group August 2004 - July 2005
Skills
Active Directory, Troubleshooting, Windows, VMware, Servers, System Administration, XP, Problem Solving, Operating Systems, Microsoft Office, Windows Server 2003, Windows 7, VPN, DNS, Desktop Support, Customer Service, Computer Hardware, Switches, Security, Backup Exec, Network Security, Hardware, TCP/IP, Windows Server, Documentation, Windows Server 2008, Network Administration, Virtualization, DHCP, Firewalls, Outlook, Administration, Hyper-V, Sonicwall, Windows Server 2012, Windows 8, Help Desk Support, 2008 R2, Microsoft Certified..., Windows XP
Education
Cazenovia College 2000 — 2004
Bachelor of Professional Studies, Business Management
KS&R December 2012 - Present
Consolidated Management Systems, Inc June 2012 - December 2012
KS&R February 2012 - July 2012
ICTG, LLC August 2009 - February 2012
Fastrac Markets April 2010 - May 2011
Usherwood Office Technology May 2007 - February 2009
Southern Wine & Spirits of Upstate NY July 2005 - May 2007
The MONY Group August 2004 - July 2005
Skills
Active Directory, Troubleshooting, Windows, VMware, Servers, System Administration, XP, Problem Solving, Operating Systems, Microsoft Office, Windows Server 2003, Windows 7, VPN, DNS, Desktop Support, Customer Service, Computer Hardware, Switches, Security, Backup Exec, Network Security, Hardware, TCP/IP, Windows Server, Documentation, Windows Server 2008, Network Administration, Virtualization, DHCP, Firewalls, Outlook, Administration, Hyper-V, Sonicwall, Windows Server 2012, Windows 8, Help Desk Support, 2008 R2, Microsoft Certified..., Windows XP
Education
Cazenovia College 2000 — 2004
Bachelor of Professional Studies, Business Management
Dennis Dillingham's The MONY Group Experience 1999 - 2002
Job Vice President, Business Development Research at Weber Shandwick
Industry Public Relations and Communications
Experience
Weber Shandwick September 2002 - Present
Weber Shandwick September 2002 - January 2011
The MONY Group 1999 - 2002
Skills
Message Development, Strategic Communications
Education
College of the Holy Cross 1994 — 1998
BA, English / Literature
Weber Shandwick September 2002 - Present
Weber Shandwick September 2002 - January 2011
The MONY Group 1999 - 2002
Skills
Message Development, Strategic Communications
Education
College of the Holy Cross 1994 — 1998
BA, English / Literature
Ed Humphrey, CLU, ChFC's The MONY Group Experience February 1988 - February 1998
Job Brokerage Director at MassMutual Metro New York
Industry Insurance
Experience
MassMutual Metro New York August 2014 - Present
MassMutual October 2008 - January 2010
Phoenix Life Insurance Company August 2004 - February 2008
National Life Group August 1998 - August 2004
The MONY Group February 1988 - February 1998
Skills
Fixed Annuities, Disability Insurance, Retirement, Life Insurance, Insurance, Retirement Planning, Term Life Insurance, Long-term Care, Estate Planning, 401k, Universal Life, Long Term Care Insurance, Whole Life, Health Insurance, Brokers
Education
City University of New York-Brooklyn College
MassMutual Metro New York August 2014 - Present
MassMutual October 2008 - January 2010
Phoenix Life Insurance Company August 2004 - February 2008
National Life Group August 1998 - August 2004
The MONY Group February 1988 - February 1998
Skills
Fixed Annuities, Disability Insurance, Retirement, Life Insurance, Insurance, Retirement Planning, Term Life Insurance, Long-term Care, Estate Planning, 401k, Universal Life, Long Term Care Insurance, Whole Life, Health Insurance, Brokers
Education
City University of New York-Brooklyn College
Steven Auerbach's The MONY Group Experience May 1998 - January 2002
Job Claims Officer at Liberty International Underwriters
Industry Insurance
Experience
Liberty International Underwriters July 2014 - Present
Kissel Hirsch & Wilmer August 2008 - July 2014
Imperial A.I. Credit August 2006 - July 2008
CNA February 2002 - August 2006
The MONY Group May 1998 - January 2002
Prudential November 1996 - May 1998
Skills
Litigation Management, Insurance, Professional Liability, Insurance Law, Claim, Employment Practices..., Employment Law, Arbitration, Claims Management, Commercial Insurance, Directors & Officers..., Mediation, Specialty Lines
Education
Baruch College, City University of New York (CUNY) 1998 — 2001
MBA, Business, Computer Information Systems
Brooklyn Law School 1993 — 1996
JD, Law
Liberty International Underwriters July 2014 - Present
Kissel Hirsch & Wilmer August 2008 - July 2014
Imperial A.I. Credit August 2006 - July 2008
CNA February 2002 - August 2006
The MONY Group May 1998 - January 2002
Prudential November 1996 - May 1998
Skills
Litigation Management, Insurance, Professional Liability, Insurance Law, Claim, Employment Practices..., Employment Law, Arbitration, Claims Management, Commercial Insurance, Directors & Officers..., Mediation, Specialty Lines
Education
Baruch College, City University of New York (CUNY) 1998 — 2001
MBA, Business, Computer Information Systems
Brooklyn Law School 1993 — 1996
JD, Law
Tyler Gale's The MONY Group Experience July 2001 - July 2004
Job Lead Project Manager at AXA US
Industry Financial Services
Experience
AXA US February 2011 - Present
AXA Equitable August 2008 - February 2011
AXA Equitable July 2004 - July 2008
The MONY Group July 2001 - July 2004
Skills
Distributed Print IT..., IT Project management, Vendor Relationships, Vendor Management, Building Relationships, Distributed Systems, Mainframe, IT Solutions, Project Management, SDLC, PMP, Systems Analysis, Project Portfolio..., Software Project..., Requirements Analysis, Requirements Gathering, Software Documentation, IT Strategy, Business Analysis, Analysis, Business Requirements, PMO, Software Development, Visio, Business Process..., Management, Testing
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2009
MBA, Business
Clarkson University 1997 — 2001
Bachelor of Science, Management Information Systems
AXA US February 2011 - Present
AXA Equitable August 2008 - February 2011
AXA Equitable July 2004 - July 2008
The MONY Group July 2001 - July 2004
Skills
Distributed Print IT..., IT Project management, Vendor Relationships, Vendor Management, Building Relationships, Distributed Systems, Mainframe, IT Solutions, Project Management, SDLC, PMP, Systems Analysis, Project Portfolio..., Software Project..., Requirements Analysis, Requirements Gathering, Software Documentation, IT Strategy, Business Analysis, Analysis, Business Requirements, PMO, Software Development, Visio, Business Process..., Management, Testing
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2009
MBA, Business
Clarkson University 1997 — 2001
Bachelor of Science, Management Information Systems
Robyn Esposito's The MONY Group Experience January 1988 - July 1989
Job Executive Assistant to Chairman at WebMD Corporation
Industry Internet
Experience
WebMD Corporation November 1994 - Present
Medco July 1989 - November 1994
The MONY Group January 1988 - July 1989
Skills
Management, Project Management, Strategic Planning, Salesforce.com, Leadership, Process Improvement, Cross-functional Team..., Team Building, Business Development, Start-ups, Program Management, Marketing, Marketing Strategy, Vendor Management, PowerPoint, Outlook, Business Strategy, Account Management
Education
Bergen Community College
AS, Business Management
Ramapo College of New Jersey
Business Administration
WebMD Corporation November 1994 - Present
Medco July 1989 - November 1994
The MONY Group January 1988 - July 1989
Skills
Management, Project Management, Strategic Planning, Salesforce.com, Leadership, Process Improvement, Cross-functional Team..., Team Building, Business Development, Start-ups, Program Management, Marketing, Marketing Strategy, Vendor Management, PowerPoint, Outlook, Business Strategy, Account Management
Education
Bergen Community College
AS, Business Management
Ramapo College of New Jersey
Business Administration
Joanne DiLisio's The MONY Group Experience 1986 - 1996
Job Writer
Industry Writing and Editing
Experience
JCD Communications 1996 - Present
Mutual of New York 1986 - 1996
The MONY Group 1986 - 1996
JCPenney June 1981 - January 1986
Skills
Writing, Copywriting, Editing, Newsletters, Brochures, Advertising, Corporate Communications, Speech Writing, Marketing Communications, Publications, Internal Communications, Advertising Copy, Ghostwriting, Video, Copy Editing, Freelance Writing, Creative Writing
Education
Boston University 1977 — 1981
BS, Communications
Maria Regina High School, Hartsdale, NY 1973 — 1977
JCD Communications 1996 - Present
Mutual of New York 1986 - 1996
The MONY Group 1986 - 1996
JCPenney June 1981 - January 1986
Skills
Writing, Copywriting, Editing, Newsletters, Brochures, Advertising, Corporate Communications, Speech Writing, Marketing Communications, Publications, Internal Communications, Advertising Copy, Ghostwriting, Video, Copy Editing, Freelance Writing, Creative Writing
Education
Boston University 1977 — 1981
BS, Communications
Maria Regina High School, Hartsdale, NY 1973 — 1977
Michelle Hartnett's The MONY Group Experience September 1988 - July 1997
Job Senior Manager Systems Analysis
Industry Information Technology and Services
Experience
AXA US June 2014 - Present
AXA US June 2014 - December 2014
Knights of Columbus for Grapevine Technology July 2009 - December 2013
MetLife September 2000 - February 2009
Applied Theory April 2000 - September 2000
New England Financial July 1997 - April 2000
The MONY Group September 1988 - July 1997
Skills
COBOL, DB2, CICS, Mainframe, SDLC, Fileaid, IMS DB/DC, Business Analysis, Integration, JCL, Requirements Analysis, Systems Analysis, Business Requirements, Testing, Visio, Insurance, Requirements Gathering, SQL, TSO, Easytrieve, SPUFI, QMF, Analysis, Xpediter, Endeavor, VSAM, Serena Changeman, Performance Tuning, Legacy Conversion, Ingenium, Microsoft Office, Serena Version Manager, IBM Debugger, Pathfinder, HTML, CSS, Java, XML, Documaker, ISPF, Query Tool, Production Support, Product Development, Process Improvement
Education
Clarkson University 1984 — 1988
BS, MIS
DeRuyter Central 1973 — 1985
AXA US June 2014 - Present
AXA US June 2014 - December 2014
Knights of Columbus for Grapevine Technology July 2009 - December 2013
MetLife September 2000 - February 2009
Applied Theory April 2000 - September 2000
New England Financial July 1997 - April 2000
The MONY Group September 1988 - July 1997
Skills
COBOL, DB2, CICS, Mainframe, SDLC, Fileaid, IMS DB/DC, Business Analysis, Integration, JCL, Requirements Analysis, Systems Analysis, Business Requirements, Testing, Visio, Insurance, Requirements Gathering, SQL, TSO, Easytrieve, SPUFI, QMF, Analysis, Xpediter, Endeavor, VSAM, Serena Changeman, Performance Tuning, Legacy Conversion, Ingenium, Microsoft Office, Serena Version Manager, IBM Debugger, Pathfinder, HTML, CSS, Java, XML, Documaker, ISPF, Query Tool, Production Support, Product Development, Process Improvement
Education
Clarkson University 1984 — 1988
BS, MIS
DeRuyter Central 1973 — 1985
Virginia Goad's The MONY Group Experience October 2002 - July 2004
Job Experienced Leadership, Management, Sales and Organizational Development Professional available for new opportunities
Industry Insurance
Experience
Sherwood Learning Solutions, L.L.C. November 2013 - Present
Business Impact Consulting October 2012 - April 2013
AXA Polska January 2012 - July 2012
AXA Equitable Life Insurance Company March 2010 - January 2012
AXA GIE - AXA University, France September 2007 - September 2009
AXA Equitable 2004 - 2007
The MONY Group October 2002 - July 2004
MetLife 2000 - 2002
Standard & Poor's 1999 - 2000
Skills
MBTI Qualified, Leadership, Human Resources, Leadership Development, MBTI, Management, Organizational..., Performance Management, Program Management, Strategy, Training, Succession Planning, Business Development, Project Management, Team Building, Consulting, Change Management, Recruiting
Education
Fairfield University 1993 — 1997
B.S., Economics and English
Saint John Vianney
Saint John Vianney
Saint John Vianney
Sherwood Learning Solutions, L.L.C. November 2013 - Present
Business Impact Consulting October 2012 - April 2013
AXA Polska January 2012 - July 2012
AXA Equitable Life Insurance Company March 2010 - January 2012
AXA GIE - AXA University, France September 2007 - September 2009
AXA Equitable 2004 - 2007
The MONY Group October 2002 - July 2004
MetLife 2000 - 2002
Standard & Poor's 1999 - 2000
Skills
MBTI Qualified, Leadership, Human Resources, Leadership Development, MBTI, Management, Organizational..., Performance Management, Program Management, Strategy, Training, Succession Planning, Business Development, Project Management, Team Building, Consulting, Change Management, Recruiting
Education
Fairfield University 1993 — 1997
B.S., Economics and English
Saint John Vianney
Saint John Vianney
Saint John Vianney
Steven Jacobs's The MONY Group Experience September 1993 - July 1999
Job Managing Director at CW Capital, LLC
Industry Real Estate
Experience
CW Capital Asset Management, LLC January 2012 - Present
Rockwood Real Estate Advisors June 1999 - January 2012
The MONY Group September 1993 - July 1999
Skills
Asset Management, Real Estate Development, Real Estate, Investments, Investment Properties, Valuation, Real Estate Transactions, Portfolio Management, Due Diligence, Real Estate Economics, Dispositions, Commercial Real Estate, Real Estate Financing, Management, REO, Private Equity, Brokerage
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 1992 — 1993
MSRED, Real Estate Investment and Finance
Boston Architectural College 1983 — 1988
BARCH, Architecture
Needham High School 1979 — 1982
CW Capital Asset Management, LLC January 2012 - Present
Rockwood Real Estate Advisors June 1999 - January 2012
The MONY Group September 1993 - July 1999
Skills
Asset Management, Real Estate Development, Real Estate, Investments, Investment Properties, Valuation, Real Estate Transactions, Portfolio Management, Due Diligence, Real Estate Economics, Dispositions, Commercial Real Estate, Real Estate Financing, Management, REO, Private Equity, Brokerage
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 1992 — 1993
MSRED, Real Estate Investment and Finance
Boston Architectural College 1983 — 1988
BARCH, Architecture
Needham High School 1979 — 1982
Bill Kruzynski's The MONY Group Experience December 2003 - May 2005
Job Budget Analyst ODAR at Social Security Administration
Industry Financial Services
Experience
Social Security Administration September 2009 - Present
Ascend One July 2009 - September 2009
Branch Banking and Trust January 2006 - July 2008
MetLife Financial Services May 2005 - January 2006
The MONY Group December 2003 - May 2005
M&T Bank May 2003 - December 2003
Allfirst Bank (formerly First National Bank of MD) August 1989 - May 2003
The Chase Manhattan Bank September 1988 - August 1989
CrossLand Savings FSB October 1982 - September 1988
Skills
Banking, Risk Management, Investments
Education
College for Financial Planning 2006 — 2007
Registered Para Planner, Planning
Adelphi University 1982 — 1989
B.B.A., Business Administration / Finance
G W Hewlett High School 1979 — 1982
Social Security Administration September 2009 - Present
Ascend One July 2009 - September 2009
Branch Banking and Trust January 2006 - July 2008
MetLife Financial Services May 2005 - January 2006
The MONY Group December 2003 - May 2005
M&T Bank May 2003 - December 2003
Allfirst Bank (formerly First National Bank of MD) August 1989 - May 2003
The Chase Manhattan Bank September 1988 - August 1989
CrossLand Savings FSB October 1982 - September 1988
Skills
Banking, Risk Management, Investments
Education
College for Financial Planning 2006 — 2007
Registered Para Planner, Planning
Adelphi University 1982 — 1989
B.B.A., Business Administration / Finance
G W Hewlett High School 1979 — 1982
Melissa Kenny's The MONY Group Experience 1987 - 1991
Job IIS Administrator at Harvard Medical School
Industry Higher Education
Experience
Harvard Medical School December 2003 - Present
Nobilis Software January 1999 - September 2000
Pilot Software 1991 - 1997
The MONY Group 1987 - 1991
Skills
IIS, Product Management, Web Services, CSS, Databases, Leadership, Management, SQL, Start-ups, HTML, XML, Linux, OS X, Software Development, System Administration
Education
Cornell University 1978 — 1982
BS, Computer Science
Harvard Medical School December 2003 - Present
Nobilis Software January 1999 - September 2000
Pilot Software 1991 - 1997
The MONY Group 1987 - 1991
Skills
IIS, Product Management, Web Services, CSS, Databases, Leadership, Management, SQL, Start-ups, HTML, XML, Linux, OS X, Software Development, System Administration
Education
Cornell University 1978 — 1982
BS, Computer Science
Yolande D. Black's The MONY Group Experience September 2002 - March 2005
Job
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Commerzbank June 2014 - June 2015
UBS February 2013 - May 2014
Capital One Financial Advisors January 2010 - February 2013
HSBC Securities 2006 - 2010
Divine Capital Markets 2005 - 2006
The MONY Group September 2002 - March 2005
Skills
Securities, FINRA, Mutual Funds, Compliance, Fixed Income, Risk Management, Uniform Combined State..., Series 63, Series 24, Series 7, Equities, Financial Services, Capital Markets, Investments, Wealth Management
Education
Bernard Baruch College (CUNY)
BBA in Business Management, Business Administration and Management, General
City University of New York-Baruch College
BBA, Business Management
Credit Suisse July 2015 - Present
Commerzbank June 2014 - June 2015
UBS February 2013 - May 2014
Capital One Financial Advisors January 2010 - February 2013
HSBC Securities 2006 - 2010
Divine Capital Markets 2005 - 2006
The MONY Group September 2002 - March 2005
Skills
Securities, FINRA, Mutual Funds, Compliance, Fixed Income, Risk Management, Uniform Combined State..., Series 63, Series 24, Series 7, Equities, Financial Services, Capital Markets, Investments, Wealth Management
Education
Bernard Baruch College (CUNY)
BBA in Business Management, Business Administration and Management, General
City University of New York-Baruch College
BBA, Business Management
Joseph Cianci's The MONY Group Experience 2000 - 2004
Job Associate Director
Industry Financial Services
Experience
JVB Financial Group, LLC 2011 - Present
Hapoalim Securities 2009 - 2011
IFMG Securities 2006 - 2008
NYLIFE Securities Corp 2004 - 2006
The MONY Group 2000 - 2004
MONY Securities Corp 2000 - 2004
Skills
Securities, Trading, Equities, Bonds, Electronic Trading, Options, Fixed Income, Bloomberg, Series 24, Settlement, Mutual Funds
Education
City University of New York-Hunter College 1985 — 1990
BA, Biology/Chemistry
JVB Financial Group, LLC 2011 - Present
Hapoalim Securities 2009 - 2011
IFMG Securities 2006 - 2008
NYLIFE Securities Corp 2004 - 2006
The MONY Group 2000 - 2004
MONY Securities Corp 2000 - 2004
Skills
Securities, Trading, Equities, Bonds, Electronic Trading, Options, Fixed Income, Bloomberg, Series 24, Settlement, Mutual Funds
Education
City University of New York-Hunter College 1985 — 1990
BA, Biology/Chemistry
Julie Jacobson's The MONY Group Experience January 1997 - January 1999
Job Manager of Events, America
Industry Events Services
Experience
Institute for Private Investors & Campden Wealth July 2014 - Present
JJ's Delights October 2008 - July 2014
Freelance Meeting Planner November 2012 - June 2014
BCD Meetings & Incentives LLC May 2010 - November 2012
Executive Meetings & Incentives, Inc. May 2007 - September 2008
American Institute of Certified Public January 1999 - January 2006
The MONY Group January 1997 - January 1999
Dry Dock Restaurant Ltd January 1995 - January 1997
Food Services January 1994 - January 1995
Food Services January 1993 - January 1994
Skills
Contract Negotiation, Food & Beverage, On Site Management, Budgets, Marketing, Corporate Events, Account Management, Customer Service, Catering, Proposal Writing, Meeting Planning, Trade Shows, Hospitality, Event Planning, Management, Strategic Planning, Event Management, Hotels, Incentives, Hospitality Management, Hospitality Industry, Tourism, Parties, Menu Development, Public Relations, Social Media, Food, Sales, Revenue Analysis, Team Building, Fundraising, Live Events, Time Management, Travel Management, Conference Coordination, AV, Private Events, Convention Services, Restaurants, Business Travel, Budget Reconciliation, Travel Planning, Yield Management, Entertainment, Negotiation, Hotel Management, Incentive Programs, Incentive Travel, Registration, Resorts
Education
Florida International University 1989 — 1991
Bachelor of Science, Hospitality Management
Johnson & Wales University 1987 — 1989
AOS, Culinary Arts
Livingston High School
Institute for Private Investors & Campden Wealth July 2014 - Present
JJ's Delights October 2008 - July 2014
Freelance Meeting Planner November 2012 - June 2014
BCD Meetings & Incentives LLC May 2010 - November 2012
Executive Meetings & Incentives, Inc. May 2007 - September 2008
American Institute of Certified Public January 1999 - January 2006
The MONY Group January 1997 - January 1999
Dry Dock Restaurant Ltd January 1995 - January 1997
Food Services January 1994 - January 1995
Food Services January 1993 - January 1994
Skills
Contract Negotiation, Food & Beverage, On Site Management, Budgets, Marketing, Corporate Events, Account Management, Customer Service, Catering, Proposal Writing, Meeting Planning, Trade Shows, Hospitality, Event Planning, Management, Strategic Planning, Event Management, Hotels, Incentives, Hospitality Management, Hospitality Industry, Tourism, Parties, Menu Development, Public Relations, Social Media, Food, Sales, Revenue Analysis, Team Building, Fundraising, Live Events, Time Management, Travel Management, Conference Coordination, AV, Private Events, Convention Services, Restaurants, Business Travel, Budget Reconciliation, Travel Planning, Yield Management, Entertainment, Negotiation, Hotel Management, Incentive Programs, Incentive Travel, Registration, Resorts
Education
Florida International University 1989 — 1991
Bachelor of Science, Hospitality Management
Johnson & Wales University 1987 — 1989
AOS, Culinary Arts
Livingston High School
Tom Love's The MONY Group Experience June 1978 - July 1989
Job Sales at Ohio National
Industry Financial Services
Experience
Ohio National September 2006 - Present
John Hancock Financial Services July 1989 - September 2006
The MONY Group June 1978 - July 1989
Skills
Fixed Annuities, Retirement, Insurance, Strategic Financial..., Retirement Planning, Life Insurance, Sales, Permanent Life Insurance
Education
Ferris State University 1975 — 1979
Bachelor of Business Administration (B.B.A.), Insurance
Ferris State University 1975 — 1979
Associate's degree, Insurance
Ohio National September 2006 - Present
John Hancock Financial Services July 1989 - September 2006
The MONY Group June 1978 - July 1989
Skills
Fixed Annuities, Retirement, Insurance, Strategic Financial..., Retirement Planning, Life Insurance, Sales, Permanent Life Insurance
Education
Ferris State University 1975 — 1979
Bachelor of Business Administration (B.B.A.), Insurance
Ferris State University 1975 — 1979
Associate's degree, Insurance
Dennis Lynch's The MONY Group Experience 1974 - 1987
Job President at DPL Retirement Advisors, LLC
Industry Investment Management
Experience
DPL Retirement Advisors, LLC March 2011 - Present
IBA Investment Advisors, LLC July 2008 - March 2011
Sentinel Pension Advisors July 2006 - June 2008
Advisors Capital 2004 - 2006
Oyster Capital Corp. February 1998 - September 2003
CBIZ Retirement Services 2000 - 2003
Provident Mutual 1987 - 1996
The MONY Group 1974 - 1987
United States Marine Corps 1972 - 1974
Skills
Retirement Planning, Retirement, Retirement Plan..., Pensions, Investment Advisory, Portfolio Management, Financial Advisory, Employee Benefits, Investment Management, 401k, Mutual Funds, Investments, Asset Allocation, Wealth Management, Series 63, Asset Management, Securities, Strategic Financial..., Defined Benefit, ERISA
Education
City University of New York
AAS, Business Management
DPL Retirement Advisors, LLC March 2011 - Present
IBA Investment Advisors, LLC July 2008 - March 2011
Sentinel Pension Advisors July 2006 - June 2008
Advisors Capital 2004 - 2006
Oyster Capital Corp. February 1998 - September 2003
CBIZ Retirement Services 2000 - 2003
Provident Mutual 1987 - 1996
The MONY Group 1974 - 1987
United States Marine Corps 1972 - 1974
Skills
Retirement Planning, Retirement, Retirement Plan..., Pensions, Investment Advisory, Portfolio Management, Financial Advisory, Employee Benefits, Investment Management, 401k, Mutual Funds, Investments, Asset Allocation, Wealth Management, Series 63, Asset Management, Securities, Strategic Financial..., Defined Benefit, ERISA
Education
City University of New York
AAS, Business Management
Barbara Perlongo's The MONY Group Experience April 1989 - July 2004
Job Lead Hiring Associate at AXA Equitable
Industry Financial Services
Experience
AXA Equitable July 2004 - Present
The MONY Group April 1989 - July 2004
Education
Adelphi University 1980 — 1984
BFA
AXA Equitable July 2004 - Present
The MONY Group April 1989 - July 2004
Education
Adelphi University 1980 — 1984
BFA
Stanley Norkiewicz, CFP®'s The MONY Group Experience August 1992 - April 2005
Job Independent Financial Services Professional
Industry Financial Services
Experience
Lancaster Financial Group May 2005 - Present
The MONY Group August 1992 - April 2005
Merrill Lynch January 1982 - July 1992
DuPont October 1972 - December 1981
Education
Widener University 1974 — 1979
MBA
Lehigh University 1970 — 1972
MS, Materials Science
Drexel University 1965 — 1970
BS, Engineering
Lancaster Financial Group May 2005 - Present
The MONY Group August 1992 - April 2005
Merrill Lynch January 1982 - July 1992
DuPont October 1972 - December 1981
Education
Widener University 1974 — 1979
MBA
Lehigh University 1970 — 1972
MS, Materials Science
Drexel University 1965 — 1970
BS, Engineering
Donna Vito's The MONY Group Experience June 1997 - December 2004
Job External Systems Engineer Consultant with Solü Technology Partners supporting Excellus
Industry Information Technology and Services
Experience
Solü Technology Partners (formerly a division of Croop-LaFrance) May 2011 - Present
Anoplate Corporation February 2010 - February 2011
AXA Equitable September 2009 - November 2009
AXA Equitable January 2005 - May 2009
The MONY Group June 1997 - December 2004
Computer Sciences Corporation January 1994 - June 1997
Skills
SDLC, SQL, Requirements Analysis, CMMI, COBOL, Project Management, Testing, Windows, DB2, Change Management, Business Process, Web Applications, Software Development, Visio, Integration, Microsoft SQL Server, Requirements Gathering, Software Project..., Software Documentation, Databases
Education
Bryant & Stratton College 1990 — 1994
Associate of Occupational Studies, Microcomputer Systems Management
Solü Technology Partners (formerly a division of Croop-LaFrance) May 2011 - Present
Anoplate Corporation February 2010 - February 2011
AXA Equitable September 2009 - November 2009
AXA Equitable January 2005 - May 2009
The MONY Group June 1997 - December 2004
Computer Sciences Corporation January 1994 - June 1997
Skills
SDLC, SQL, Requirements Analysis, CMMI, COBOL, Project Management, Testing, Windows, DB2, Change Management, Business Process, Web Applications, Software Development, Visio, Integration, Microsoft SQL Server, Requirements Gathering, Software Project..., Software Documentation, Databases
Education
Bryant & Stratton College 1990 — 1994
Associate of Occupational Studies, Microcomputer Systems Management
Peter Palfrey, CFA's The MONY Group Experience 1983 - 1993
Job Vice President/Senior Portfolio Manager at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles June 2001 - Present
Back Bay Advisors March 1993 - June 2001
The MONY Group 1983 - 1993
Skills
Fixed Income, Portfolio Management, Asset Management, Alternative Investments, Hedge Funds, Investments, Equities, Bloomberg, Investment Management, Mutual Funds
Education
Colgate University 1978 — 1982
BA, Economics/Philosophy
Loomis Sayles June 2001 - Present
Back Bay Advisors March 1993 - June 2001
The MONY Group 1983 - 1993
Skills
Fixed Income, Portfolio Management, Asset Management, Alternative Investments, Hedge Funds, Investments, Equities, Bloomberg, Investment Management, Mutual Funds
Education
Colgate University 1978 — 1982
BA, Economics/Philosophy
Anna Myakshina's The MONY Group Experience 1998 - 2003
Job Assistant Vice President at Bank Hapoalim
Industry Banking
Experience
Bank Hapoalim August 2005 - Present
JPMorgan Chase September 2002 - August 2005
The MONY Group 1998 - 2003
Skills
Banking, Portfolio Management, Financial Analysis, Strategic Financial..., Capital Markets, Business Analysis, Commercial Lending, Derivatives, Risk Management, Accounting, Investments, Finance, Financial Risk, Private Banking, Internal Audit, Equities, Financial Services, AML, Private Equity, Credit, Corporate Finance
Education
Fordham Gabelli School of Business 1999 — 2003
MBA, Finance / Mgmt of Information Sysytems
City University of New York-Hunter College 1993 — 1998
BS, Accounting
Bank Hapoalim August 2005 - Present
JPMorgan Chase September 2002 - August 2005
The MONY Group 1998 - 2003
Skills
Banking, Portfolio Management, Financial Analysis, Strategic Financial..., Capital Markets, Business Analysis, Commercial Lending, Derivatives, Risk Management, Accounting, Investments, Finance, Financial Risk, Private Banking, Internal Audit, Equities, Financial Services, AML, Private Equity, Credit, Corporate Finance
Education
Fordham Gabelli School of Business 1999 — 2003
MBA, Finance / Mgmt of Information Sysytems
City University of New York-Hunter College 1993 — 1998
BS, Accounting
Bianca Bellock's The MONY Group Experience May 1998 - August 1998
Job Director, Performance Technologies at The Advisory Board Company
Industry Hospital & Health Care
Experience
The Advisory Board Company May 2015 - Present
Collect Rx Inc November 2012 - May 2015
Pfizer March 2002 - November 2011
Pfizer, Inc March 2002 - November 2011
Arthur Andersen May 2001 - August 2001
Bristol Myers Squibb Company May 1999 - December 2000
The MONY Group May 1998 - August 1998
The MONY Group May 1998 - August 1998
Skills
Strategic Planning, Forecasting, Marketing Strategy, Negotiation, Coaching, Contract Negotiation, Business Strategy, Market Research, Project Planning, Sales Operations, Event Management, Financial Analysis, Procurement, Microsoft Office, Sales Management, Account Management, Insurance, New Business Development
Education
Florida A&M University 1996 — 2001
Masters, Business Administration
Florida Agricultural and Mechanical University 1996 — 2001
Masters in Business Administration, Business
Florida Agricultural and Mechanical University 1996 — 2001
Masters of Business Administration
The Advisory Board Company May 2015 - Present
Collect Rx Inc November 2012 - May 2015
Pfizer March 2002 - November 2011
Pfizer, Inc March 2002 - November 2011
Arthur Andersen May 2001 - August 2001
Bristol Myers Squibb Company May 1999 - December 2000
The MONY Group May 1998 - August 1998
The MONY Group May 1998 - August 1998
Skills
Strategic Planning, Forecasting, Marketing Strategy, Negotiation, Coaching, Contract Negotiation, Business Strategy, Market Research, Project Planning, Sales Operations, Event Management, Financial Analysis, Procurement, Microsoft Office, Sales Management, Account Management, Insurance, New Business Development
Education
Florida A&M University 1996 — 2001
Masters, Business Administration
Florida Agricultural and Mechanical University 1996 — 2001
Masters in Business Administration, Business
Florida Agricultural and Mechanical University 1996 — 2001
Masters of Business Administration
John Schwarzel's The MONY Group Experience 1978 - 1981
Job sales agent at Allstate
Industry Insurance
Susan Pale', CCP's The MONY Group Experience May 1973 - May 1996
Job Specializing in human resources and management consultation in Upstate New York
Industry Management Consulting
Experience
Polaris Associates June 1996 - Present
The MONY Group May 1973 - May 1996
Leadership Greater Syracuse 1990 - 1991
Education
Arizona State University
BA, English Literature, Russian
Rochester Institute of Technology
MS, Human Resources and Organizational development
Polaris Associates June 1996 - Present
The MONY Group May 1973 - May 1996
Leadership Greater Syracuse 1990 - 1991
Education
Arizona State University
BA, English Literature, Russian
Rochester Institute of Technology
MS, Human Resources and Organizational development
Perry McCreary's The MONY Group Experience November 1999 - May 2005
Job Owner, Farmers Insurance Perry McCreary Agency
Industry Insurance
Experience
Farmers Insurance May 2005 - Present
The MONY Group November 1999 - May 2005
OfficeMax May 1998 - May 2000
The Disney Store May 1994 - May 1997
Kmart Corporation August 1991 - May 1994
Skills
Strategic Planning, Management, Customer Service, Marketing, Sales, Employee Management, Small Business, Microsoft Excel, Microsoft Word
Education
New Mexico State University 1988 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Eastern New Mexico University-Roswell Campus 1986 — 1988
Farmers Insurance May 2005 - Present
The MONY Group November 1999 - May 2005
OfficeMax May 1998 - May 2000
The Disney Store May 1994 - May 1997
Kmart Corporation August 1991 - May 1994
Skills
Strategic Planning, Management, Customer Service, Marketing, Sales, Employee Management, Small Business, Microsoft Excel, Microsoft Word
Education
New Mexico State University 1988 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Eastern New Mexico University-Roswell Campus 1986 — 1988
Lawrence Marzorati's The MONY Group Experience October 1985 - September 2004
Job Director of Reporting at SBLIUSA Mutual Life Insurance Company Inc.
Industry Insurance
Experience
SBLIUSA Mutual Life Insurance Company Inc. August 2005 - Present
The MONY Group October 1985 - September 2004
The MONY Group January 1999 - January 2001
Skills
Budgets, Strategic Financial..., Accounting, Forecasting, Internal Audit, General Ledger, Insurance, Financial Reporting, Management, GAAP
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
SBLIUSA Mutual Life Insurance Company Inc. August 2005 - Present
The MONY Group October 1985 - September 2004
The MONY Group January 1999 - January 2001
Skills
Budgets, Strategic Financial..., Accounting, Forecasting, Internal Audit, General Ledger, Insurance, Financial Reporting, Management, GAAP
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
Brian M Cassell's The MONY Group Experience December 1999 - August 2004
Job Senior Financial Services Representative, Princor Registered Representative
Industry Financial Services
Experience
The Principal Financial Group October 2012 - Present
Allstate Financial Services September 2004 - September 2012
The MONY Group December 1999 - August 2004
Education
Adelphi University 1971 — 1975
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
James Madison High School 1969 — 1971
The Principal Financial Group October 2012 - Present
Allstate Financial Services September 2004 - September 2012
The MONY Group December 1999 - August 2004
Education
Adelphi University 1971 — 1975
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
James Madison High School 1969 — 1971
Donna Angel's The MONY Group Experience June 2002 - January 2005
Job Business Development and Transition/OnBoarding Specialist in Insurance and BrokerDealer Services
Industry Financial Services
Experience
In Transition June 2013 - January 2014
AXA Advisors June 2006 - March 2013
The MONY Group June 2002 - January 2005
Skills
Microsoft Office, Customer Service, Team Leadership, Team Building, Microsoft Excel, Training, Marketing, System Administration, Change Management, Recruiting, Budgets, Program Management, Finance, Financial Services, Management, Insurance, Mutual Funds, Investments
Education
City Colleges of Chicago-Richard J Daley College
Business Administration and Management, General
Lourdes High School, Chicago, IL
In Transition June 2013 - January 2014
AXA Advisors June 2006 - March 2013
The MONY Group June 2002 - January 2005
Skills
Microsoft Office, Customer Service, Team Leadership, Team Building, Microsoft Excel, Training, Marketing, System Administration, Change Management, Recruiting, Budgets, Program Management, Finance, Financial Services, Management, Insurance, Mutual Funds, Investments
Education
City Colleges of Chicago-Richard J Daley College
Business Administration and Management, General
Lourdes High School, Chicago, IL
Carlos B. Collins, MBA's The MONY Group Experience January 2001 - April 2001
Job Public Service Professional with Operations and Project Management Expertise and IT Talent ▪ Contract and Grants Manager
Industry Government Administration
Experience
State of Florida August 2013 - December 2013
State of Florida January 2012 - January 2013
State of Florida June 2010 - January 2012
Independent Contractor 2008 - 2010
Big Bend Homeless Coalition 2005 - 2008
Pfizer 2003 - 2004
The MONY Group January 2001 - April 2001
Skills
Program Management, Leadership, Policy, Strategic Planning, Community Outreach, Public Speaking, Training, Government, Project Management, Process Improvement, Fundraising, Management, Grants, Community Development, Event Planning, Budgets, Contract Management, Policy Analysis, Public Policy, Staff Development, Data Analysis, Local Government, Performance Management, Leadership Development, Forecasting, Business Strategy, Financial Analysis
Education
Florida State University
Graduate Certification, Project Management
Florida A&M University
MBA, Business Administration
Florida A&M University
B.S., Business Management
State of Florida August 2013 - December 2013
State of Florida January 2012 - January 2013
State of Florida June 2010 - January 2012
Independent Contractor 2008 - 2010
Big Bend Homeless Coalition 2005 - 2008
Pfizer 2003 - 2004
The MONY Group January 2001 - April 2001
Skills
Program Management, Leadership, Policy, Strategic Planning, Community Outreach, Public Speaking, Training, Government, Project Management, Process Improvement, Fundraising, Management, Grants, Community Development, Event Planning, Budgets, Contract Management, Policy Analysis, Public Policy, Staff Development, Data Analysis, Local Government, Performance Management, Leadership Development, Forecasting, Business Strategy, Financial Analysis
Education
Florida State University
Graduate Certification, Project Management
Florida A&M University
MBA, Business Administration
Florida A&M University
B.S., Business Management
Edda La Capra's The MONY Group Experience 1986 - 1998
Job Sr. Support Analyst
Industry Computer Software
Experience
Deutsche Bank May 2012 - October 2012
Concord International Investments 2008 - 2010
Citigroup 1999 - 2004
The MONY Group 1986 - 1998
Skills
Electronic Trading, Equities
Education
Fairleigh Dickinson University
Master of Business Administration (MBA), Finance
Rutgers University
Bachelor of Arts (BA), Accounting
Deutsche Bank May 2012 - October 2012
Concord International Investments 2008 - 2010
Citigroup 1999 - 2004
The MONY Group 1986 - 1998
Skills
Electronic Trading, Equities
Education
Fairleigh Dickinson University
Master of Business Administration (MBA), Finance
Rutgers University
Bachelor of Arts (BA), Accounting
Scott Kalista's The MONY Group Experience 1999 - 2001
Job Owner, Kalista Enterprises Home Improvement Company
Industry Construction
Experience
Kalista Enterprises May 2003 - Present
C.W. Webster Contractors 2001 - 2003
The MONY Group 1999 - 2001
C. Milton Wright High School 1997 - 2000
C.W. Webster Contractors 1997 - 1999
Skills
Siding, Roofing, Windows, Decks, Gutters, Remodeling, Construction Management, Roofers, Restoration, Building Materials, Carpentry
Education
Davis and Elkins College 1994 — 1996
Bachelor of Science (B.S.), Sports Management, Business Administration
Harford Community College 1992 — 1994
Associate of Arts (A.A.), General Studies
C. Milton Wright High School 1988 — 1992
Kalista Enterprises May 2003 - Present
C.W. Webster Contractors 2001 - 2003
The MONY Group 1999 - 2001
C. Milton Wright High School 1997 - 2000
C.W. Webster Contractors 1997 - 1999
Skills
Siding, Roofing, Windows, Decks, Gutters, Remodeling, Construction Management, Roofers, Restoration, Building Materials, Carpentry
Education
Davis and Elkins College 1994 — 1996
Bachelor of Science (B.S.), Sports Management, Business Administration
Harford Community College 1992 — 1994
Associate of Arts (A.A.), General Studies
C. Milton Wright High School 1988 — 1992
Warren DeSantis's The MONY Group Experience 1985 - 2002
Job Building Manager at Mack Cali Reatly Corporation
Industry Real Estate
Experience
Mack-Cali Realty Corporation - Keystone Property Group May 2012 - January 2015
KeyBank N.A. 2003 - 2011
The MONY Group 1985 - 2002
BOMA Westchester 1985 - 1994
Barclay Bank of New York February 1983 - December 1985
Gestetner Corporation May 1978 - February 1983
Skills
Facilities Management, Property Management, Corporate Real Estate, Lease Administration, Construction, Preventive Maintenance, Vendor Management, Contract Negotiation, Team Building, Change Management, Project Management, Asset Managment, Budgets, Facilities Operations, Strategic Planning, Customer Service, Process Improvement, Contract Management
Education
Westchester Community College 1980 — 1983
Associate's degree, Civil Engineering Technology/Technician
City University of New York-Herbert H. Lehman College 1974 — 1978
Bachelor's degree, Geography and Geology
Mack-Cali Realty Corporation - Keystone Property Group May 2012 - January 2015
KeyBank N.A. 2003 - 2011
The MONY Group 1985 - 2002
BOMA Westchester 1985 - 1994
Barclay Bank of New York February 1983 - December 1985
Gestetner Corporation May 1978 - February 1983
Skills
Facilities Management, Property Management, Corporate Real Estate, Lease Administration, Construction, Preventive Maintenance, Vendor Management, Contract Negotiation, Team Building, Change Management, Project Management, Asset Managment, Budgets, Facilities Operations, Strategic Planning, Customer Service, Process Improvement, Contract Management
Education
Westchester Community College 1980 — 1983
Associate's degree, Civil Engineering Technology/Technician
City University of New York-Herbert H. Lehman College 1974 — 1978
Bachelor's degree, Geography and Geology
Ben Aranda, LUTCF,FSS's The MONY Group Experience 2000 - 2004
Job Managing Principal at Aranda Insurance & Financial Services
Industry Insurance
Experience
Aranda Insurance & Financial Services 1984 - Present
The MONY Group 2000 - 2004
Principal Financial Group 1992 - 2002
Education
West Los Angeles College 1978 — 1984
Associate of Arts (A.A.), Business Administration and Management, General
California State University-Los Angeles
Business Administration and Management, General
Aranda Insurance & Financial Services 1984 - Present
The MONY Group 2000 - 2004
Principal Financial Group 1992 - 2002
Education
West Los Angeles College 1978 — 1984
Associate of Arts (A.A.), Business Administration and Management, General
California State University-Los Angeles
Business Administration and Management, General
Richard Hoffman's The MONY Group Experience 1995 - 1998
Job Vice President, Corporate Counsel at Prudential Financial
Industry Financial Services
Experience
Prudential Financial September 2005 - Present
Cozen O'Connor 2004 - 2005
JPMorgan Chase 2003 - 2004
American Capital Access Service Corporation 2001 - 2003
UBS 1998 - 2001
The MONY Group 1995 - 1998
Sills Cummis & Gross P.C. 1994 - 1995
Cullen and Dykman LLP 1993 - 1994
Skills
Providing counsel to..., Securities Regulation, Insurance Law, Investments, FINRA, Mutual Funds, Financial Services, Securities, Insurance, Corporate Law, Corporate Governance, Risk Management, Due Diligence, Estate Planning, Finance
Education
Saint John's University 1991 — 1993
Juris Doctor (J.D.), Cum Laude
Brooklyn College 1982 — 1986
Bachelor of Science (B.S.), Accounting, Cum Laude
Prudential Financial September 2005 - Present
Cozen O'Connor 2004 - 2005
JPMorgan Chase 2003 - 2004
American Capital Access Service Corporation 2001 - 2003
UBS 1998 - 2001
The MONY Group 1995 - 1998
Sills Cummis & Gross P.C. 1994 - 1995
Cullen and Dykman LLP 1993 - 1994
Skills
Providing counsel to..., Securities Regulation, Insurance Law, Investments, FINRA, Mutual Funds, Financial Services, Securities, Insurance, Corporate Law, Corporate Governance, Risk Management, Due Diligence, Estate Planning, Finance
Education
Saint John's University 1991 — 1993
Juris Doctor (J.D.), Cum Laude
Brooklyn College 1982 — 1986
Bachelor of Science (B.S.), Accounting, Cum Laude
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO