The MONY Group
Industry: Insurance company
DescriptionFounded: 1997 Parent organization: AXA Financial
The MONY Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The MONY Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The MONY Group Employees
Platts (McGraw Hill Financial) October 2012 - Present
Between The Lines April 2002 - September 2012
Bergen Record April 2006 - July 2008
The MONY Group October 1999 - August 2001
American Express February 1998 - October 1999
Chicago Tribune September 1990 - February 1998
Skills
Internal Communications, Corporate Communications, Newsletter Writing, Website Copy, PowerPoint, Deadline Writing, Journalism, Editing, Newsletters, Feature Articles, Content Management, New Media, Financial Services, Insurance, Multimedia Journalism, Social Media, Feature Writing, Bilingual-Spanish, Problem Solving, Newspapers, Media Relations, Critical Thinking, Microsoft Office, Wordpress, SharePoint, Senior Stakeholder..., Employee Engagement, Reporting Metrics, Writing
Education
New York University 1986 — 1990
B.A., Journalism
Cardinal Spellman H.S.
Cardinal Spellman H.S.
UPLIFT Systems, LLC ( dba- Ready4Life Systems) January 1998 - Present
State Farm Insurance Co. November 2006 - April 2014
NFL ALUMNI TAMPA CHAPTER 2007 - 2009
UPLIFT Properties Group, LLC May 1998 - October 2006
The MONY Group February 1999 - September 2001
National Football League April 1993 - August 1999
Skills
Small Business, Published Author, Sports Teams, Coaching, Program Management, Leadership Development, Public Speaking, Team Building, Strategic Planning, Business Development, Fundraising, Insurance, Recruiting, Negotiation, Management, Training, Management Consulting, Marketing, Sales, Leadership, Entrepreneurship, Sales Management, Community Outreach, Project Planning, Time Management
Education
Howard University 1992 — 1992
Post Graduate, Athletic Administration
Howard University 1988 — 1992
Bachelors, Business Marketing & Fashion Merchandising, 3.41
Fusion Alliance February 2015 - Present
InfoSense Consulting, LLC July 2014 - February 2015
Sabbatical May 1997 - February 2015
Policy Analytics, LLC February 2010 - October 2010
Fabcar Engineering, Inc. June 2004 - February 2008
Carolina Power & Light Company September 1996 - April 1997
IBM Solutions Delivery June 1995 - August 1996
General Electric Aerospace June 1990 - February 1995
InfoSense Consulting May 1986 - June 1990
The MONY Group January 1982 - May 1986
Skills
Business Analysis, Requirements Analysis, Microsoft Excel, Lean Six Sigma, Process Improvement, Six Sigma, Leadership, Analysis, Training, Data Warehousing, Yellow Belt, Information Technology, SDLC, Business Intelligence, Team Building, Research, Customer Service, Project Planning, Project Management, Software Documentation, Access, Public Speaking, Decision Support, PowerPoint, Microsoft Word, Requirements Gathering, Technical Writing, Outlook, Collaborative Problem..., Creative Direction, Team Leadership
Education
Villanova University 2015 — 2015
Master Certificate in Busines Analysis, in progress
ITU - IT Online University
Microsoft Office Suite certification
General Electric Training
State University of New York at Albany
Bachelor's Degree, Accounting
Information Builders
Completed the full course of FOCUS training
Kaplan College-Indianapolis
Personal Financial Planner
Life Office Management Institute
Fellow of the Life Office Management Institute (FLMI), Life Insurance, with distinction for passing all exams with excellent marks
Mutual Of New York
Greece Athena High School
Regents Diploma
Celebrate CareGivers, LLC February 2013 - Present
Transform Your Economy January 2012 - Present
Service Wealth Management October 2011 - June 2012
American United Life May 2003 - October 2011
Coury Financial Group February 2001 - May 2003
The MONY Group 1997 - 2001
Agent Support Group 1992 - 1997
American Benefits Corp 1986 - 1992
Skills
Public Speaking, Online Advertising, Social Media, Coaching, Team Building, New Business Development, Small Business, Insurance, Employee Benefits, Published Author, Marketing, Entrepreneurship, Leadership, Direct Sales, Business Planning, Online Marketing, Customer Service, Personal Development, Business Strategy, Team Leadership, Leadership Development, Social Networking, Business Development, Training, Start-ups, Life Coaching, Networking, Time Management, Marketing Communications, Lead Generation, Management, Organizational..., Management Consulting, Event Management, Strategy, CRM, Event Planning, Email Marketing, Selling, Customer Retention, Budgets, Business Coaching, Nonprofits, Negotiation, Sales Process, Salesforce.com, Recruiting, SEO, Sales Management, Sales
Education
Molloy College 1979 — 1983
BA, Music Therapy, Social Work
State University of New York at New Paltz 1968 — 1970
Music
HUB International April 2014 - Present
HUB International April 2014 - Present
Hub International October 2012 - Present
Petschauer Insurance February 2007 - October 2012
DJ Colby Company, Inc. May 2002 - February 2006
The MONY Group May 2000 - 2002
Skills
D&O, Property & Casualty..., Commercial Insurance, Liability, Professional Liability, Insurance, Workers Compensation, General Insurance, General Liability, Casualty, Brokers, Commercial Lines, Inland Marine, Umbrella, Underwriting, Excess, Employment Practices..., Account Management, Customer Service
Education
INSURANCE INSTITUTE OF AMERICA 2011 — 2012
Designation, Accredited Customer Service Representative in Commercial Lines
St. John's University, The Peter J. Tobin College of Business 1999 — 2003
BBA, Risk Management & Actuarial Science
Pace University 2001 — 2002
Management & Finance
St. John's University, The Peter J. Tobin College of Business
New York P&C License
Donald A. Zeledon, Jr. Insurance Services - Life, Health and Disability Insurance July 2011 - Present
New Image Auto Glass Inc. September 2002 - June 2011
Independent Financial Network December 2001 - January 2004
The MONY Group October 2001 - November 2001
New York Life Insurance Company March 1999 - September 2001
Penn Mutual March 1994 - February 1999
Penn Mutual March 1991 - February 1994
Sun Life Financial of Canada (UK) February 1988 - February 1991
Skills
Insurance, Customer Service, Microsoft Office, Microsoft Excel, Strategic Planning, Risk Management, Project Management, Business Analysis, Microsoft Word, Health Insurance, Process Improvement, Underwriting, Change Management, Commercial Insurance, Sales, New Business Development, Sales Management, Team Building, Life Insurance
Education
Northern Arizona University, College of Business Administration 1984 — 1987
Bachelor's degree, Business, Management, Marketing, and Related Support Services, GPA: 3.5
Yavapai College 1982 — 1984
Business, Management, Marketing, and Related Support Services
William Howard Taft University 1979 — 1982
Business, Management, Marketing, and Related Support Services
Viewpoint 1970 — 1980
Private School, Organizational Communication, General, 3.5
Beth Tikvah Synagogue May 2015 - Present
Hadassah July 2013 - Present
Our365 May 2013 - August 2013
Inner Harbor Dental 2009 - 2010
The MONY Group September 1998 - December 1999
Skills
Strong closer, Computer proficient, Clear writer, Good telephone..., Time Management, Health Insurance, Photography, Public Speaking, Event Planning, Fundraising, Nonprofits, Customer Service, Cold Calling, Microsoft Office, Social Media, Research, Microsoft Excel, Community Outreach, PowerPoint, Marketing, Microsoft Word, Social Networking, Leadership, Medicare
Education
Sellinger School of Business of Loyola University in Maryland 1995 — 1996
Masters Candidate, Finance, 3.34
Towson University 1979 — 1980
Bachelor of Science, Communications, 3.78
Oberlin College 1974 — 1977
English Language and Literature/Letters, Chemistry, 3.47
Western High School 1970 — 1974
Advanced College Preparatory Diploma, 96.4
Nxtbook Media June 2006 - Present
Reprint Management Services April 1999 - June 2006
The MONY Group 1995 - 1999
Skills
Email Marketing, Advertising, Publishing, New Business Development, Sales, Magazines, Program Management, Management Consulting, Online Advertising, Digital Media, Salesforce.com, Digital Marketing, Social Media Marketing, Digital Strategy, Marketing Strategy, B2B, Marketing Communications, Social Media, Online Publishing, Online Marketing
Education
PA Insurance License 1995 — 1999
PA Insuance Licence, Licensed in Variable Annunities, Annunities, Life & Health
Harrisburg Area Community College 1991 — 1994
Associates:Hotel and Motel Management
Bond, Schoeneck & King, PLLC 2013 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 2008 - 2012
Fried Frank 2005 - 2008
Fried Frank 2004 - 2005
Fried Frank 2003 - 2003
BMW of North America, LLC 2002 - 2002
MRB Group, PC 2001 - 2001
University of Rochester 2000 - 2001
The MONY Group 1999 - 1999
Skills
Litigation, Securities Litigation, Class Actions, Commercial Litigation, Arbitration, Civil Litigation, Employment Law, Employment Law..., Employment..., New York Human Rights..., Age Discrimination Act, Title VII of the Civil..., Americans with..., FMLA, New York Labor Law, Wage & Hour, FLSA, Employee Handbooks, Legal Discovery, E-Discovery, Client Counseling, Legal Research, Legal Writing, Workplace Investigations, Courts, Appeals
Education
New York University School of Law 2001 — 2004
JD
University of Rochester 1996 — 2000
BA, Political Science, Economics
Fayetteville Manlius High School 1992 — 1996
Dileonardo International March 2010 - Present
Brockton Hospital January 2003 - March 2010
Schwartz Communications June 2006 - March 2008
The MONY Group January 2001 - January 2002
Skills
Salesforce, Business Development, Salesforce.com, Hotels, Project Management, Budget, Strategic Planning, Microsoft Office, Social Media, PowerPoint, Management, Operations Management, Customer Service, Research, Sales Management, Event Planning, Photoshop, Healthcare, Budgets, Sales, Leadership, Marketing, Market Research, New Business Development, Microsoft Excel, Media Relations, Account Management, Negotiation, Retail, Business Strategy, Event Management, Business Planning, Marketing Communications, Team Building, Team Leadership, Marketing Strategy, Product Development, Social Media Marketing, Forecasting, Social Networking, Outlook, Hospitals, Non-profits, Advertising, Public Speaking, Contract Negotiation, Change Management, Fundraising, Sales Operations, Coaching
Education
Plymouth State University 1996 — 2000
Business
Somerset 1992 — 1996
Bishop Stang 1992 — 1994
Johns Hopkins Bayview Medical Center September 2013 - Present
Basement Systems, USA August 2008 - January 2012
The MONY Group September 1998 - September 2003
Skills
Microsoft Office, PowerPoint, Public Speaking, Event Planning, Community Outreach, Social Networking, Nursing, Team Building, Research, Microsoft Word, Teaching, Microsoft Excel, Social Media, Customer Service, Teamwork, Windows, Higher Education, Time Management, Team Leadership, Leadership, Public Relations, Event Management, Non-profits, Creative Writing, Curriculum Design, Facebook, Photography, Outlook, Curriculum Development, Educational Leadership, Coaching, English, Organizational..., Cpr Certified, Nonprofits, Training, Healthcare, Acute Care, Inpatient, Critical Thinking, BLS, HIPAA, IV, Patient Safety, Medication..., Direct Patient Care, Patient Advocacy, Infection Control, E-Learning, Quality Patient Care
Education
Walden University 2013 — 2014
BSN, Registered Nursing/Registered Nurse
Harford Community College 2011 — 2013
Associates, Registered Nursing/Registered Nurse
Harford Community College 2009 — 2013
Associate of Science (AS), Registered Nursing/Registered Nurse
MBC&S 1996 — 2001
Bachelor of Arts (B.A.), Christian Education
MetLife November 2014 - Present
MetLife June 2013 - October 2014
MetLife Investors November 2001 - June 2013
The MONY Group December 2000 - March 2001
American Express July 2000 - November 2000
Skills
Series 7, Series 63, Washington State Life..., Learning Management..., Articulate Studio, Microsoft Office, Leaderguide Pro, Faciliation of..., Facilitation of Social..., Project Management, Instructional Design, E-Learning, Web Development, Adult Learning..., Vendor Management, Project Planning
Education
Villanova University 2011 — 2012
Master Certificate, Applied Project Management
Michigan State University 1995 — 1999
Bachelor of Arts (BA), Business Finance
Present 2002 - Present
The Guardian Life Insurance Company of America November 2014 - July 2015
MetLife November 2004 - May 2014
The MONY Group 2002 - 2004
New York Life Insurance Company / NYLife Securities 2000 - 2002
Phoenix Financial Associates 1998 - 2000
Skills
Training, Marketing, Project Management, Sales, Insurance, Vendor Management, Strategic Planning, Financial Services, Budgets, Retirement, Program Management, Marketing Strategy, Team Leadership, Product Management, Product Marketing, Analytics, Team Building, Strategic Communications, Online Marketing, Quality Control, Product Development, Strategic Partnerships, Campaign Management, Finance, Creative Marketer, Software Project..., Decisiveness, Contract Negotiation, Product Adoption, Business Strategy, Digital Marketing, Distribution Strategies, Social Media Marketing, Website Promotion, Website Development, CRM, Client Retention..., Manage Client..., Presentations, Public Speaking, Written Communication, Teamwork, Needs Analysis, Management, Strategy, Marketing Communications, Business Development
Education
Hofstra University 1993 — 1997
Bachelor of Business Administration (BBA), Management
Middlesex Water Company September 1994 - Present
Home Life Insurance Company January 1991 - December 1992
The MONY Group January 1990 - January 1991
Keyes Martin Advertising & Public Relations November 1985 - July 1989
Skills
Media Relations, Internal Communications, Speech Writing, Corporate Social..., Crisis Management, Investor Relations, Event Management, Non-profits, Strategic Planning, Public Speaking, Project Management, Marketing, Crisis Communications, Program Management, Corporate Communications, Social Media Outreach, Marketing Communications, Event Planning, Public Relations, Nonprofits, Strategic Communications, Community Development, Social Media, Advertising, Community Outreach, Reputation Management, Integrated Marketing, Communication Training, Government, Marketing Strategy, Public Affairs, Leadership, Management, Press Releases, Communications Planning, Public Policy, Governmental Affairs, Water, Fundraising, Thought Leadership, Executive..., Employee Engagement, Stakeholder Engagement, Social Media Marketing, Writing
Education
Fordham University
MA, Public Communication
Seton Hall University 1978 — 1981
BA, Communication
Leadership NJ 2007
Modis (formerly Ajilon) January 2011 - Present
Ajilon Consulting June 1999 - December 2010
Spherion Technology May 1998 - June 1999
Manpower 1995 - 1999
The MONY Group January 1995 - June 1995
Seventh Generation 1994 - 1994
Skills
Process Improvement, Outsourcing, Infrastructure Services, Application Services, Desktop Deployment, Test Automation, Performance Testing, Integration Testing, Program Management, Project Management, Business Analysis, Team Leadership, Project Managers, Account Management, Business Development, Information Technology, Testing, Requirements Analysis, Virtualization, SDLC, Cross-functional Team..., Cloud Computing, Integration, Vendor Management, Quality Assurance, Marketing, Recruiting, Software Development, SaaS, Selling, Management, Solution Selling, Web Development, CRM, Networking, Software Project..., Business Intelligence, Staffing Services, Professional Services, Consulting
Education
Marist College 1990 — 1994
Bachelor of Arts (B.A.), Political Science w/legal minor
State Farm Insurance April 2013 - Present
State Farm January 2011 - March 2013
State Farm February 2009 - January 2011
State Farm April 2002 - February 2009
The MONY Group July 1999 - April 2002
Skills
Life Insurance, Disability Insurance, Term Life Insurance, Fixed Annuities, Property & Casualty..., Insurance, Health Insurance, Whole Life, Long-term Care, Commercial Insurance, Universal Life, Umbrella Insurance
Education
The American College 2003 — 2005
Chartered Financial Consultant, ChFC
The American College 2005 — 2007
Chartered Life Underwriter, CLU
The American College 2008 — 2009
Chartered Advisor for Senior Living, CASL
Pepperdine University 1997 — 1999
Bachelor of Science (B.S.), Finance
Cypress Junior College 1995 — 1997
PINNACLE Financial Strategies March 2005 - Present
The MONY Group April 1994 - March 2005
PNC July 1991 - April 1994
Arthur Andersen July 1987 - June 1991
Skills
Financial Planning, Investment Strategies, Investments, Estate Planning, Charitable Giving..., Wealth Management, Strategic Financial..., Defined Benefit, Risk Management, Insurance
Education
Indiana University of Pennsylvania 1983 — 1987
BS, Accounting
Franklin Regional 1979 — 1983
College Prep
Optimum Healthcare IT at Montefiore Medical Center December 2014 - Present
Educational Testing Service (ETS) April 2001 - December 2014
Reading Health System January 2013 - February 2013
NYU Langone Medical Center July 2012 - December 2012
AXA Advisors July 2004 - October 2007
The MONY Group January 2001 - July 2004
Charles Schwab March 1999 - December 2000
Skills
Training, Epic Systems, Epic v. 2014, Epic Resolute Hospital..., Epic Single Billing..., Epic Research Billing, Epic Optime, Epic v. 2012, EMR, Healthcare Information..., Employee Training, Leadership, Public Speaking, Hospitals, Access, Management, SharePoint, Software Documentation, Process Improvement, EHR, Instructional Design, Data Analysis, PeopleSoft, Healthcare, Customer Service, HIPAA, Outlook, Instructor-led Training, Software Implementation, Hands-on Training, Captivate, Visio, Analysis, Consulting, Cerner, Finance, Change Management, Informatics, Epic MST Build
Education
University of Scranton 1993 — 1998
Bachelor of Science (B.S.), International Studies
The New School
Non-credit, Architectural History
New York University
Non-credit, Global Affairs
Xavier High School 1989 — 1993
Wells Fargo September 2013 - Present
TEKsystems December 2012 - September 2013
Rivet Software June 2011 - May 2012
Fetter Logic, Inc. January 2008 - May 2011
Self Employed 2005 - 2007
AXA Financial 2004 - 2005
The MONY Group 2000 - 2005
Secutron Corp 1993 - 2000
Dougherty & Company 1989 - 1993
Norwest Bank, NA (now Wells Fargo) 1980 - 1989
Skills
PMI-ACP Certification, PMP Certification, Certified ScrumMaster, Product Management, Project Management, Scrum, Agile Methodologies, ITIL v3 Foundations..., Requirements Management, Scope Management, Team Building, Cross-functional Team..., Client Focus, Manage Client..., Business Analysis, Entrepreneurship, Electronic Payments, Payment Services, Solution Implementation, PMP, Quality Assurance, Software Project..., User Acceptance Testing, SDLC, Team Leadership, Process Improvement, Software Development, Outsourcing, Management, SaaS, Integration, Testing, Analysis, Vendor Management, Project Portfolio..., Business Intelligence, Agile Project Management, Requirements Analysis, SharePoint, Business Requirements, Enterprise Software, Business Process, IT Strategy
Education
Minnesota School of Business
Business Administration, Management and Operations
Stangier Wealth Management November 2011 - Present
CERTIFIED FINANCIAL PLANNER February 2000 - Present
LPL Financial July 2001 - August 2014
The MONY Group March 1998 - July 2001
Skills
Retirement Planning, Estate Planning, Business Planning, Financial Planning, Education Planning, Insurance Planning, Investment Planning, Investment Tax Planning
Education
Oregon State University
Bachelor of Science (BS)
American General Life and Accident January 2006 - Present
American General Life and Accident September 2004 - December 2005
Allstate December 2000 - September 2004
MetLife May 2000 - December 2000
The MONY Group May 1999 - May 2000
Skills
Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, Annuity Sales, Annuity Product..., Product Marketing, Variable Annuities, Development & delivery..., Federal and State..., Project Management
Education
Middle Tennessee State University 2001 — 2002
Master of Business Administration (MBA), Economics
Middle Tennessee State University 1995 — 1999
Bachelor of Business Administration (BBA), Marketing
Retired and enjoying time to pursue personal interests and family. Seeking volunteer opportunities May 2015 - Present
AXA October 2014 - May 2015
Protective Life Insurance February 2014 - October 2014
AXA Equitable September 2011 - December 2012
National Government Services June 2009 - December 2010
EXCELLUS October 2007 - January 2008
Upstate University Hospital at Community General February 2007 - October 2007
AXA EQUITABLE, INC January 2004 - January 2007
The MONY Group December 1983 - November 2006
The MONY Group January 2003 - January 2004
Skills
Databases, Software Development, SDLC, Analysis, Testing, DB2, Quality Assurance, Training, Software Documentation, Data Warehousing, Visio, COBOL, Business Analysis, Integration, Requirements Analysis, JCL, SQL, Systems Analysis, Process Improvement, Outsourcing, Mainframe
Education
Onondaga Community College 1981 — 1983
AAS, Data Processing
Vonage November 2013 - Present
Vonage September 2012 - November 2013
AXA Equitable July 2004 - August 2012
The MONY Group May 2002 - July 2004
The MONY Group September 1999 - May 2002
Skills
Strategic Media..., Public Relations, Crisis Communications, Crisis Management, Marketing Communications, Social Media, Team Building, Team Leadership, Team Management, Cross-functional Team..., Writing, Editing, Spokesperson, Media Interviews, Reputation Management, Online Reputation..., Strategic Planning, Strategic Communications, Strategic Thinking, Diversity Champion, Strategic..., Corporate Communications, Copywriting, Interviews, Media Relations
Education
Montclair State University 1992 — 1996
Bachelor of Arts (B.A.), English
Camden Planning Group LLC September 2009 - Present
Aegis Wholesale June 2005 - August 2007
Washington Mutual May 2003 - June 2005
Debtscape June 2002 - June 2003
The MONY Group May 2000 - May 2002
Skills
Investments, Insurance, Estate Planning, Loans, Retirement, Retirement Planning, IRAs, Financial Advisory, Long-term Care, Financial Planning, 401k, Fixed Annuities, Mutual Funds, Series 63, Wealth, Underwriting, Series 7, Sales, Mortgage Lending, Disability Insurance, Wealth Management, Employee Benefits, Loan Origination, Life Insurance, IRA's, Long Term Care, Long Term Care Insurance, Securities, 401k Rollovers, Term Life Insurance, Series 6, Refinance, Health Insurance, Investment Strategies, Asset Allocation, Financial Services, Wealth Management..., Asset Management, Whole Life, Personal Finance, Investment Advisory, Financial Planners, Small Business, Portfolio Management, Tax
Education
Goucher College 1997 — 2000
BA, Biology (premed concentration)
Florida New Majority September 2013 - Present
Parable PR January 2009 - Present
Red Horse Strategies May 2013 - August 2013
SEIU May 2011 - May 2013
Organizing For America May 2012 - November 2012
Working Families January 2008 - July 2011
The MONY Group January 2001 - June 2005
Morgan Stanley August 2000 - August 2001
WGRZ-TV Channel 2 Buffalo January 1998 - May 1998
Skills
Organizational..., Political Campaigns, New Media, New Business Development, Corporate Branding, Public Policy, Cultural Diversity, Proposal Writing, Business Plan..., Image Consulting, Union Labor, Community Development, Community Outreach, Social Media Marketing, Public Relations, Marketing Communications, Grassroots Organizing, Union Organizing..., Canvassing, Phone Skills, Blogging, Communication Skills, Grassroots Fundraising, Media Placement, Pitching Ideas, Coordinating Events, Event Management, Charity Work, Non-profit..., News Writing, Creative Writing, State Politics, Local Government, Social Media, Newsletters, Event Planning, Entrepreneurship, Leadership, Community Organizing
Education
University of Miami
Community Scholars Program, UM Office and Civic and Community Engagement
Niagara University 1994 — 1999
BS, Mass Media Studies/ Journalism
Lifetime Learning Consultants, LLC. January 2009 - Present
Prudential November 2001 - January 2009
Chronos Training & Consulting November 1999 - November 2001
Morgan Stanley Dean Witter April 1998 - November 1999
The MONY Group May 1990 - April 1998
the mony group 1983 - 1998
Mutual of New York (MONY) 1983 - 1998
Skills
Project Management, Adult Education, Program Management, Management, Instructor-led Training, Training, Employee Training, Instructional Design, PowerPoint, Vendor Management, Change Management, Sales Management, Customer Service, Process Improvement, Talent Management, Team Building, Sales, Business Analysis, Leadership
Education
Pennsylvania State University-Great Valley Graduate Center 2002 — 2007
M.Ed., Instructional Design
Penn State University
M.Ed., Instructional Design
Producers Advantage Group June 2015 - Present
Gary W Sardam January 2011 - July 2014
EPIC Financial 1994 - 2000
The MONY Group 1992 - 1994
US Bank April 1989 - April 1992
Old National Bank 1984 - 1989
Skills
Indexed Life and..., Term Insurance, Fixed Annuities, Finance, Financial Analysis, Auditing, Internal Audit, Tax, Accounting, Banking, Portfolio Management, Retirement Planning, Investments, Asset Management, Strategic Financial..., Microsoft Excel, Budgets, Due Diligence, Financial Reporting, Microsoft Office, Corporate Finance, Estate Planning, Financial Modeling, General Ledger, Internal Controls, Private Equity
Education
Gonzaga University 1982 — 1984
Masters of Science, Taxation
Whitworth University 1975 — 1980
Bachelor of Arts (B.A.), Accounting
West Valley High School
Yes, General Studies
Scott Haile & Company Inc June 1991 - Present
The MONY Group June 1987 - July 1991
Haile Enterprises August 1985 - June 1987
Skills
Employee Benefits, Coaching, Customer Relations, Risk Management, Estate Planning, Buy-sell Agreements, Client Communication, Client Development, Client Engagement, Marketing Strategy, Disability Insurance, Life Insurance, Customer Service, Insurance, Underwriting, Health Insurance, Customer Engagement, Strategic Planning, Team Building, Marketing, Management, Public Speaking, Leadership
Education
Middle Tennessee State University
University of Mississippi
Marketing
Dunkin' Brands November 2011 - Present
Dunkin' Brands November 2009 - November 2011
Dunkin' Brands September 1999 - November 2009
The MONY Group January 1993 - July 1999
The MONY Group March 1990 - January 1993
Skills
Forecasting, Budgets, Financial Analysis, P&L Management, Retail, Cross-functional Team..., Microsoft Excel, Credit Card Transaction..., 3D Secure, Card Not Present, Stored Value, Gift Cards, Credit Card Terminals, Credit Card Analytics, Merchant Accounts, Credit Card Fraud, Online Fraud, Chargebacks, Payment Cards, Cash Management, Accounting, Payments, Banking, Payment Systems, Variance Analysis, Merchant Services, Electronic Payments, Payment Card Processing, Credit Cards, Debit Cards, Leadership
Education
Onondaga Community College
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, Deans List
inlingua January 2007 - Present
inlingua Ft Lauderdale November 2009 - Present
inlingua Key Biscayne 2007 - 2009
The MONY Group 2002 - 2004
Skills
Operations Management, Sales, Academic Administration, Staff Development, Educational Leadership, Program Management, Brazilian Portuguese, Spanish, Strategic Planning, School Administration, Teacher Training, School Enrollment, Management, Leadership, Public Speaking, Business Development, Marketing Strategy, Strategy, Recruiting, Strategic Partnerships, Strategic Communications, Private Schools, Language Teaching, Organizational..., Organizational..., Business Strategy, Event Management, English, Research, Public Relations, Business Planning, New Business Development, Negotiation, Budgets, Contract Negotiation, Customer Service, Training, Event Planning, Project Management, Leadership Development, Performance Management, Management Consulting, Advertising, Writing, Social Networking, Business Analysis, Inventory Management, Sales Operations
Education
University of San Francisco School of Law
Master's Degree, Law, LL.M.
University of Florida
Pontifícia Universidade Católica do Rio de Janeiro
Bachelor's Degree, Law
T2 Marketing August 2008 - Present
Great Direct Concepts, LLC December 2005 - August 2008
Provision Financial Group LLC January 2000 - November 2005
National Sales Manager Centennial Capital Management July 1998 - January 2000
The MONY Group 1989 - 1991
Sports Entertainment Promotions January 1986 - September 1989
United States Marine Corps May 1981 - January 1985
Skills
Negotiation, Closing, Creative Strategy, Strategic Partnerships, Entrepreneur, New Business Development, Direct Sales, Entrepreneurship, Consultative Selling, Marketing Strategy, Sales Management, B2B, Small Business, Coaching, Mentoring, Strategy Development, Sales Process, Strategic Thinking, Direct Marketing, Online Marketing, Online Advertising, Strategy, Selling, Start-ups, Sales, Social Networking, Management, Marketing, Leadership, CRM, Account Management, Lead Generation, Team Leadership, Program Management, Social Media Marketing, Consulting, Networking, Human Resources, Contract Negotiation, Team Building, Sales Operations, Marketing Management, Cold Calling, Fundraising, Training, Business Development, Team Management, Strategic Planning, Management Consulting, Customer Retention
Education
Framingham State University 1981 — 1982
None, Business
Boston College High School, Dorchester, MA 1977 — 1981
Diploma, College Prep
Dexter School 1976 — 1977
Diploma, HS prepatory
Pentegra Retirement Services January 2010 - Present
Pentegra Retirement Services July 2005 - December 2009
Aon Consulting April 1991 - July 2005
Wyatt Company August 1989 - April 1991
The MONY Group June 1986 - August 1989
Skills
ERISA, Defined Benefit, Retirement, Defined Contribution, Retirement Planning, Relationship Management, Profit Sharing, 401k, ESOP, Nondiscrimination..., Pensions, Employee Benefits
Education
Pace University - Lubin School of Business 1983 — 1986
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Rockland Community College 1982 — 1983
Fifth Avenue Financial October 1991 - Present
The MONY Group August 1986 - September 1991
Euramerica, Inc. January 1983 - July 1986
Skills
Retirement, Employee Benefits, Disability Insurance, Insurance, Financial Services, Qualified Retirement..., Spanish, Retirement Planning, Portfolio Management, Long Term Care Insurance, Relationship Management, Fixed Annuities, Wealth Management, Mutual Funds, Series 63, Worksite Voluntary...
Education
Columbia University Teachers College 1981 — 1983
Psychological Counseling
New York University 1979 — 1981
Master's degree, Comparative Literature
University of Southern California 1977 — 1979
Bachelor's degree, History of Ideas / Philosophy
CDK Global October 2014 - Present
ADP April 2007 - October 2014
Broadridge November 2002 - April 2007
American Express August 1999 - March 2002
Prudential Financial February 1996 - June 2000
The MONY Group 1992 - 1996
Blue Cross and Blue Shiled of New Jersey 1986 - 1992
Skills
Financial Reporting, Forecasting, Financial Analysis, Finance, Variance Analysis, Strategic Financial..., Budgets, Analysis, Mergers & Acquisitions, Leadership, Process Improvement, Financial Planning
Education
Northeastern University 2013 — 2016
Master of Business Administration (M.B.A.), Finance
Kean University 1987 — 1992
BS, Accounting
Columbia High School 1982 — 1986
Banyan, Rock, and Talent Wealth Strategists May 2007 - Present
Waddell & Reed Financial Services 2003 - 2007
The MONY Group 1999 - 2003
Education
North Carolina Central University
B.A., Business and Finance
The Newport Group Vice President, Corporate and Marketing CommunicationsGuardian Life Insurance1998 - 2002
Prudential Financial 1995 - 1998
Phoenix Home Life Insurance Company 1990 - 1995
The MONY Group 1978 - 1990
Skills
Event Management, Internal Communications, Defined Benefit, Marketing Communications, Advertising, Investments, 401k, Access, Employee Benefits, Financial Services, Corporate Communications, Strategic Communications, Marketing, Retirement, Event Planning, Social Media Marketing, Public Relations, Microsoft Excel, Microsoft Office, Retirement Planning, Insurance
Education
Montclair State University
ISSI Technology Professionals May 1997 - Present
TKO's May 1997 - Present
Computer Sciences Corporation 1995 - 1997
The MONY Group 1992 - 1995
Skills
Software Development, New Business Development, Technical Recruiting, Recruiting, Business Development, Project Management, Executive Search, Contract Recruitment, Systems Engineering, Leadership, Temporary Placement, Applicant Tracking..., Engineering, Talent Acquisition, Change Management, Temporary Staffing, Business Analysis, Sourcing, Program Management, Aerospace, Social Networking, Resume Writing, Talent Management, Internet Recruiting, Analysis, Information Technology, Consulting, Employee Relations, Executive Management, Management Consulting, Strategy, Process Improvement, Interviews, Organizational..., Team Building, Human Resources, Staffing Services, Start-ups, Team Leadership, Contract Negotiation
Education
Nazareth College 1987 — 1991
B.S.
Horseheads High School
Ameriprise Financial Services, Inc. January 2010 - Present
H & S Wealth Management, LLC July 2007 - January 2010
Macatawa Bank March 2004 - June 2007
Morgan Stanley Dean Witter January 2001 - February 2004
The MONY Group June 2000 - January 2001
United States Marine Corps October 1994 - June 2000
Education
Grand Valley State University 2005 — 2009
MBA
Michigan State University 1990 — 1994
BA, Business Administration
Zoe Christian Fellowship Endowment Foundaion September 2007 - Present
Zoe Christian Fellowship of Los Angeles January 2005 - Present
The MONY Group January 2000 - July 2004
Skills
Marketing, Event Planning, Event Management, Leadership Development, Public Speaking, Public Relations, Strategic Planning, Fundraising, Nonprofits, Volunteer Management, Team Building, Staff Development, Training, Community Outreach, Program Development, Leadership
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1986 — 1988
MBA, Business Management
University of California, Los Angeles 1979 — 1981
B.A., Sociology
The Ruebling Group LLC April 2005 - Present
Thunderbird School of Global Management March 2011 - 2013
Overseas Private Investment Corporation November 2002 - July 2010
The MONY Group 2002 - 2004
American Express 1999 - 2004
American Express Financial Advisors 1997 - 2002
Honeywell Corporate 1984 - 1987
Honeywell Corporate 1984 - 1987
Honeywell Corporate 1984 - 1987
Honeywell Corporate 1984 - 1987
Skills
Planning, Executive Coaching, Small Business, Strategic Planning, Leadership Development, Coaching, Business Planning, Strategic Financial..., Management Consulting, Financial Advisory, Entrepreneurship, Organizational..., Marketing Strategy, Leadership, Project Planning, Management, Recruiting, Business Strategy, Strategy, Public Relations, Change Management, Analysis, International Business, Nonprofits, Business Development, Financial Analysis, New Business Development, Training, Team Leadership, Executive Management, Mergers & Acquisitions, Start-ups, Risk Management, Team Building, Investments, Program Management, Finance, Process Improvement, Financial Services, Employee Benefits, Policy, Workshop Facilitation, Insurance, Budgets, Consulting, Due Diligence, Performance Management, Portfolio Management, Business Process..., Cross-functional Team...
Education
Iowa State University
B.S. and M.S.I.R., Industrial Relations
TRANSTAR Industries July 2013 - Present
Cookson Consulting November 2012 - August 2013
Genuine Parts Company 2006 - 2012
Alan Cookson, Consulting August 2005 - August 2006
MotoVac Technlogies November 2000 - November 2005
Allied Affordable Insurance 1998 - 2002
Penn Mutual Life Insurance 1998 - 2001
The MONY Group 1995 - 1998
Cookson's Transmission City, Inc. August 1984 - August 1994
Skills
Sales, Sales Management, Purchasing, Sales Operations, Project Planning, Marketing, Negotiation, Management, Training, Automotive, Recruiting, Program Management, Retail, B2B, Manufacturing, Profit, Customer Satisfaction, Forecasting, Vehicles, Customer Retention, Automobile, Inventory Management, Automotive Repair, Parts, Pricing, Sales Process, Automotive Aftermarket, Team Building, New Business Development, Account Management
Education
LeTourneau University
Bachelor of Science (B.S.), Business Management
Magic Carpet Travel 1986 - 2014
Excellus BCBS 1999 - 2008
Excellus Health Plan 1999 - 2008
The MONY Group 1987 - 1999
Skills
Computer Security, Computer System Audit, Website Development, Information Security..., Information Security, CISSP, Business Continuity, Web Development, Volunteering, Microsoft Excel, PowerPoint, Google Webmaster Tools, Management, Project Management, Event Management, PCI DSS, Security, IT Audit, RACF, Network Security, Information Technology, Disaster Recovery, Penetration Testing, Data Security, IT Management, Vulnerability Assessment, Governance, Security Audits, COBIT, ISO 27001
Education
Onondaga Community College 1984 — 1986
Associate of Arts and Sciences (A.A.S.), Data Processing
Towers Watson February 2002 - Present
PwC January 1990 - February 2002
Nationwide Financial February 1986 - December 1989
The MONY Group January 1984 - January 1986
Western & Southern Financial Group November 1982 - December 1983
Skills
Economic Capital, Enterprise Risk..., Insurance, Mergers, Risk Management, ALM, Financial Services, Securitization, Financial Risk, Actuarial Science, Financial Modeling, Mergers, Life Insurance, Reinsurance, Solvency II
Education
Miami University 1978 — 1982
B.S., Mathematics
Consultant 2012 - 2014
Assurant Specialty Property 2008 - 2010
Assurant, Inc. 2003 - 2008
The MONY Group 2000 - 2003
Deloitte & Touche 1998 - 2000
Bond Beebe, CPA's 1996 - 1998
Skills
Financial Reporting, SEC filings, GAAP, Financial Accounting, Accounting, Corporate Finance, IFRS, US GAAP, Sarbanes-Oxley Act, Internal Controls, Financial Statements, Financial Analysis, Consolidation, Restructuring, IPO, Process Improvement, General Ledger, Statutory Accounting, Investor Relations, Strategic Financial..., Managerial Finance, Organizational...
Education
Pace University - Lubin School of Business 2003 — 2007
MBA, Financial Management
York College - CUNY 1990 — 1994
BS, Accounting
AIG April 2012 - Present
AXA Equitable 2004 - 2011
The MONY Group 1998 - 2004
Deloitte Touche Tohmatsu 1993 - 1998
Raich Ende Malter & Co., LLP 1987 - 1992
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, Accounting, Business Process..., Risk Assessment
Education
Long Island University, C.W. Post Campus
BS, Accounting
Phibro Animal Health October 2011 - Present
Huntington Learning Center July 2009 - September 2011
Mezz Cap March 2007 - August 2008
Mercer Human Resource Consulting September 2004 - March 2007
J.D. Edwards World Solutions Company February 1999 - April 2004
The MONY Group January 1997 - February 1999
Deloitte 1991 - 1996
Skills
Financial Reporting, Financial Analysis, Internal Controls, Process Improvement, Professional Services, Microsoft Excel, Finance, Accounting, Auditing, Budgets, SEC filings
Education
Pace University 1987 — 1991
BBA, Public Accounting
Nutley high school 1983 — 1987
Karp Financial Strategies September 1993 - Present
The MONY Group 1993 - 2005
Maddux Supply Company September 1989 - October 1992
Skills
Small Business, Portfolio Management, Retirement, Management, Finance, Securities, Financial Planners, Financial Advisory, Wealth, Long-term Care, Succession Planning, Investment Management, Retirement Planning, Strategic Financial..., Wealth Management, Investments, Estate Planning, Mutual Funds, Investment Advisory, FINRA
Education
The American College 2007 — 2008
Chartered Advisor for Senior Living, Retirement Planning
The American College 1996 — 1999
CLU,ChFC, Insurance, Financial Planning
Lafayette College 1978 — 1982
BS, Metallurgical Engineering
Self Employed 2003 - Present
CAM Atlantic, LLC 2005 - 2013
The MONY Group 2001 - 2003
Los Campos, Inc. 2000 - 2003
North Carolina Department of Corrections 1997 - 2000
McDonald's Corporation 1993 - 1996
Skills
Tax, Bookkeeping, construction management, Homeschooling, contract negotiations, Payroll, Prevailing Wage, homesteading, Reading Comprehension, Bible Study, Tax Returns, Sales Tax
Education
Vance Granville Community College 1996 — 2007
Accounting and Business/Management
Louisburg College 1995 — 1996
Accounting and Finance
Errands of the Carolinas, LLC March 2007 - Present
Planit Solutions, Inc. February 2006 - March 2007
AXA Equitable May 2004 - December 2006
The MONY Group March 2002 - May 2004
Tura Eyewear, L.P. December 1999 - July 2000
UNI-Temp of Schuylkill County August 1989 - October 1998
Education
Schuylkill Cnty Vocational 1990 — 1995
Cardinal Brennan High School 1968 — 1972
Diploma
La Salle University - School of Business Administration
Merrill Edge August 2014 - Present
Merrill Edge November 2011 - August 2014
Morgan Stanley June 2010 - July 2011
Morgan Stanley Smith Barney April 2006 - May 2010
Smith Barney 2006 - 2010
AXA Advisors December 2000 - April 2006
The MONY Group December 2000 - 2004
American Express Financial Advisors April 2000 - December 2000
General Motors Acceptance Corporation August 1999 - April 2000
US Army September 1991 - August 1999
Skills
Mutual Funds, Investments, Portfolio Management, Financial Services, Securities, Fixed Income, Series 7, Equities, Wealth Management, Finance, Risk Management, Financial Advisory, Banking, Series 63, Asset Allocation, Asset Management, Retirement Planning, Bloomberg, Securities Lending, Bonds, Mortgage Lending, Loans, Due Diligence, Competitive Analysis, Financial Risk, Financial Analysis, Insurance, Investment Advisory, Options, Series 9/10
Education
Institute of Businesss and Finance 2003 — 2005
MSFS, Masters of Financial Services
York College, CUNY 1998 — 2000
BS, Business Administration - Finance (BS)
Monroe Community College 1994 — 1996
Associates, Business Administration
The MONY Group April 1988 - Present
Skills
Woodworking, Microsoft Word, Stained Glass, Microsoft Office, Carving, Carving Wood Carousel..., Insurance, Administration, Risk Management, Wood Carving, Budgets, Public Speaking, Leadership
Education
Illinois State University 1945 — 1949
ISNU BS IN AG , U OF IL.. BS IN AG EDUC, NIU MS IN ED. ADMIN, AGRICULTURE EDUC. AND SCHOOL ADMIN.
AXA Advisors, LLC July 2004 - Present
Rittenberg Associates 1984 - 2014
Rittenberg Associates 1984 - 2014
The MONY Group October 1984 - June 2004
Skills
Retirement Planning, Estate Planning, Financial Services, Investment Strategies, Insurance Strategies
Education
Temple University - Fox School of Business and Management 1978 — 1980
MBA, Insurance & Risk
Franklin & Marshall College 1974 — 1978
AB, History
AXA US October 2014 - Present
AXA Equitable January 2013 - October 2014
AXA Equitable July 2009 - December 2012
AXA Equitable 2009 - March 2010
AXA Equitable January 2008 - December 2008
AXA Equitable May 2005 - December 2007
The MONY Group 1998 - 2005
The MONY Group 1996 - 1998
The MONY Group January 1993 - December 1996
The MONY Group 1990 - 1993
Skills
Financial Services, Retirement Planning, Asset Management, Estate Planning, Life insurance...
Education
Pace University - Lubin School of Business
BS, Computer Science
Xaverian HS
Academic
Retirement Planning Services + September 1968 - Present
AXA Advisors 1968 - Present
The MONY Group 1968 - 2014
Skills
Retirement Planning, Wealth Planning
Education
The American College 1976 — 1978
Master of Science (M.S.), Financial Services
Georgia State University 1968 — 1970
Master of Insurance, Risk and Insurance
Georgia Institute of Technology 1964 — 1968
Bachelor of Science (BS), Industrial Management
Druid Hills High School 1959 — 1964
High School Diploma
KPRC-TV February 2013 - Present
Houston Chronicle November 2010 - February 2013
LaBarge, Inc May 2010 - November 2010
Shane Media March 2004 - August 2008
The MONY Group November 1997 - January 2004
NITTETSU SHOJI AMERICA, INC May 1995 - October 1997
Skills
Account Management, Sales, Marketing, Editing, Advertising, Social Media Marketing, Online Advertising, SEO, Multimedia, Social Media, Digital Media, Press Releases, SEM
Education
EDUCATIONRice University CEUs
Social Media; the Business World Writing for Marketing and Public Relations
Houston Community College
Robert E. Lee High School
AXA January 2013 - Present
AXA Equitable July 2010 - December 2012
AXA Equitable January 2010 - February 2011
AXA Equitable Life Insurance Company July 2004 - June 2009
The MONY Group September 2002 - August 2004
Metropolitan Life Insurance Company June 1998 - September 2002
Skills
Strategic Planning, B2B, Direct Marketing, Insurance, Marketing Strategy, Strategy, Marketing Management, Marketing, Integrated Marketing, Marketing Communications, Project Management, Leadership, Internal Communications, Sales, Advertising, Management, Financial Services, Analytics
Education
New School University
Bachelors Degree
National Association of Securities Dealers
Series 6
Parsons School of Design
Associate Degree
Massachusetts Mutual Life Insurance Company June 2003 - Present
Massachusetts Mutual Life Insurance Company (MassMutual) 2003 - Present
The MONY Group January 2000 - June 2003
Skills
Long Term Care Insurance, Disability Insurance, Insurance, Retirement, Term Life Insurance, IRAs, Series 63, Finance, Whole Life, Retirement Planning, Financial Services, Securities, 401k, Mutual Funds, Fixed Annuities, Life Insurance
Education
Northern Illinois University 1994 — 1999
Robert W. Baird & Co. December 2014 - Present
City of Westwood April 2012 - Present
Country Club Financial Services 2001 - December 2014
City of Westwood April 2008 - April 2012
The MONY Group 1992 - 2001
Skills
Estate Planning, Employee Benefits, Risk Management, Succession Planning, Retirement Planning, Investments, Insurance, Financial Planners, Strategic Financial..., Retirement, Fixed Annuities, Finance, Strategy, Leadership, Budgets, Management, Wealth Management..., Portfolio Management, Wealth Management, Investment Advisory, Mutual Funds, Banking, Financial Advisory, Financial Services, Financial Planning
Education
Kansas State University 1983 — 1986
Art, Commercial Art/Graphic Design
Bishop Miege 1978 — 1982
New York Power Authority August 2015 - Present
CIT Group September 2012 - June 2015
Credit Suisse August 2009 - September 2012
Business Excellence Group May 2009 - August 2009
AXA Equitable March 2003 - December 2008
GE Consumer Finance September 1997 - March 2003
New York Power Authority September 1995 - September 1997
The Nasdaq Stock Market September 1993 - September 1995
Aon May 1989 - September 1993
The MONY Group May 1984 - May 1989
Skills
Change Management, Kaizen, Project Management, Process Modeling, Process Design, Workout, Six Sigma, Voice of the Customer, Analysis, Operational Excellence, Business Process..., Business Process Mapping
Education
Pace University 1989 — 1991
M.S., Managment of Information Systems
Manhattanville College 1980 — 1984
BA, Economics / Writing
Poly Prep 1976 — 1980
Madison Financial Planning Group January 2001 - Present
The MONY Group August 1972 - May 1995
MONY 1972 - 1995
Skills
Retirement, Wealth Management, Strategic Financial..., Investments, Estate Planning, Investment Advisory, Fixed Annuities, Strategic Planning, Insurance, Leadership, Life Insurance, Mutual Funds, Retirement Planning, Business Owner Strategy, Business Benefits
Education
Hobart and William Smith Colleges 1968 — 1972
BA, Math
The Capital Group, LLC September 1994 - Present
GovTech--Government Technology Insurance Company Risk Retention Group January 2010 - Present
The Capital Group, LLC September 1992 - March 2001
The MONY Group September 1986 - December 1999
Skills
Risk Management, Employee Benefits, Pensions, Insurance, Investments, Portfolio Management, New Business Development, Life Insurance, Employment Practices..., Retirement Planning, Small Business, Health Insurance, Strategic Financial..., Leadership, Sales, Underwriting, Management, Financial Planners, Marketing, Disability Insurance, 401k, Property & Casualty..., Financial Services, Captives, Workers Compensation, Financial Planning, Long Term Care Insurance, Executive Management, Human Resources, Retirement, Consulting, Long-term Care, Brokers, Legal Liability, Wealth Management, Sales Management, Estate Planning, Securities, Health Savings Accounts, Professional Liability, Mutual Funds, Finance, Mergers & Acquisitions, Financial Risk, Liability, Reinsurance, Commercial Insurance
Education
George Mason University 1983 — 1986
BA, Economics
Main Street Financial May 2005 - Present
The MONY Group September 1999 - May 2005
USRS 1986 - 1999
Skills
Financial Services, Term Life Insurance, Underwriting, Asset Management, Asset Allocation, Alternative Investments, Financial Advisory, Fixed Annuities, New Business Development, Retirement, Small Business, Relationship Management, Financial Planning, Portfolio Management, Finance, Life Insurance, Financial Planners
Education
State University of New York Empire State College 2013 — 2015
Bachelors of Science: Business, Management & Economics, Human Resources Management
Monroe Community College 1973 — 1976
AAS, liberal arts
The American College
Chartered Life Underwriter
Cogent Wealth Management February 2011 - Present
RF Blair Co. February 2004 - Present
The MONY Group May 2003 - February 2004
Skills
Insurance, Disability Insurance, Long-term Care, Wealth Management, Investments, Fixed Annuities, Retirement, Retirement Planning, Strategic Financial..., Mutual Funds, Life Insurance, IRAs, Series 7, Estate Planning, Series 65
Education
Molloy College 2007 — 2008
MBA, Management, Personal Financial Planning
University at Albany, SUNY 1999 — 2003
BS, Finance, Management, Economics
SHS 1995 — 1999
Beltz Ianni & Associates March 2011 - Present
AXA Equitable March 2008 - February 2011
AXA Equitable January 2005 - February 2008
The MONY Group October 1999 - December 2004
Education
Ithaca College 1996 — 1999
Bachelor of Science (BS), Finance
McQuaid Jesuit High School 1991 — 1995
n/a 2011 - Present
MBA April 2010 - October 2011
US Department of the Treasury April 2002 - March 2010
David Kayne Galleries September 2000 - March 2001
Robinson Humphrey - Smith Barney 2000 - 2001
US Treasury February 2000 - July 2000
The MONY Group April 1999 - October 1999
GNC November 1998 - March 1999
McLaughlin Piven Vogel May 1998 - November 1998
Skills
financial valuation, Microsoft Office, Business Analysis, Investments, Finance, Tax, Insurance, Fixed Income, Mutual Funds, Financial Analysis, Accounting, Auditing, Financial Reporting, Microsoft Excel, Financial Accounting, Analysis, Access, Forecasting
Education
University of Phoenix-online campus 2010 — 2011
MBA - 3.5 GPA, Business
Georgia State University 1993 — 1998
BBA, Finance
Clifford Grekin Inc. July 1998 - Present
The MONY Group September 1995 - September 1997
Skills
Employee Benefits, Risk Management, New Business Development, Health Insurance, Insurance, Management, Life Insurance, Workers Compensation, Finance, Disability Insurance, Medicare, Budgets, Strategic Financial..., Long-term Care, Small Business, Underwriting, Financial Planning
Education
Stony Brook University 1982 — 1984
Nassau Community College 1980 — 1982
valley stream central high school 1978 — 1980
Legacy Wealth Partners, LLC September 2012 - Present
Northwestern Mutual May 2005 - August 2012
The MONY Group June 1991 - May 2005
Richard Stevens, CPA June 1986 - June 1991
Peat Marwick Mitchell & Co June 1982 - June 1986
Education
Pace University-Pleasantville/Briarcliff Campus 1978 — 1982
BBA, Accounting - CPA
The Peoples Bank, Smith Center, Kansas October 2008 - Present
Farmers State Bank Phillipsburg Kansas August 2000 - October 2008
The MONY Group October 1997 - July 2000
Skills
Investment Management, Financial Planning, Personal Finance, Retirement Planning, Asset Allocation, Investment Advisory, Wealth Management, Microsoft Office, Strategic Financial..., Asset Management
Education
Kansas State University 2004 — 2007
Masters Degree, Personal Financial Planning
Friends University 1995 — 2000
Bachelors Degree, Human Resource Management
Castle Advisors LLP 2007 - Present
Strategic Benefits Group, LLC 1984 - Present
The MONY Group 1984 - 2006
Education
Harvard Business School
Modern Portfolio Theory
University of Vermont
Bachelor of Arts, Journalism
Onboard Informatics May 2014 - Present
Eagle Productivity Solutions 2013 - 2014
Atair Aerospace 2005 - 2013
Prudential Financial 1999 - 2002
The MONY Group 1997 - 1999
US Navy 1985 - 1993
Skills
Customer Success..., Strategy, Management, Leadership, Business Development, Cross-functional Team..., Operations Management, Project Management, Contract Negotiation, Marketing, Business Strategy, Start-ups, New Business Development, Proposal Writing, Program Management, International Traffic..., Business Planning and..., RFI/RFP Writing, International Business, Product Development, Startup Development, Business Planning, Team Leadership, Forecasting, Project Planning, Marketing Communications, Market Research, Strategic Planning, Contract Management, Defense Contracting, Budgets, Staff Development, CRM, Training, Executive Management, Consulting, Mergers & Acquisitions, Process Improvement, Strategic Partnerships, Government, Product Management, Manufacturing
Education
Louisiana State University 1995 — 1996
Master of Business Administration (MBA), Business Administration and Management, General
Southeastern Louisiana University 1990 — 1992
BA, Marketing
St. Paul's School 1980 — 1984
Cintas April 2013 - Present
Cintas July 2011 - April 2013
Cintas February 2010 - July 2011
Cintas June 2005 - February 2010
Cintas July 2002 - May 2006
The MONY Group September 2001 - July 2002
United States Marine Corps May 1996 - August 2001
Skills
Cold Calling, Sales Management, Sales
Education
Middlebury College 1992 — 1996
BA
AXA Tech September 2008 - Present
AXA Tech 2004 - Present
The MONY Group 2003 - 2004
The MONY Group 1997 - 2002
CSC 1995 - 1997
Mutual Of New York 1986 - 1994
Education
Utica College 1980 — 1983
Dual BS, Business Administration & Computer Science
Mohawk Valley Community College 1978 — 1980
AS, Business Administration
MedAssets August 2009 - September 2011
Centric June 2007 - November 2008
Corporate Insight November 2002 - February 2005
Mellon Investor Services September 2001 - October 2002
The MONY Group September 2000 - May 2001
Education
State University of New York Maritime College 2011 — 2013
License Graduate
Tulane University - A.B. Freeman School of Business 2005 — 2007
MBA, Finance & International Businsess
University of Arizona 2005 — 2005
MBA - Visiting Student
Lafayette College 1997 — 2001
BA, History, Business & Economics
University of Arizona, Eller College of Management
CMW Holdings, LTD November 2007 - Present
Classic Metal Works, Inc November 2001 - August 2007
The MONY Group June 1992 - December 1999
The MONY Group June 1988 - June 1992
The MONY Group May 1984 - June 1988
The MONY Group May 1980 - May 1984
Skills
Public Speaking, Marketing Strategy, New Business Development, Strategic Planning, Sales Management, Team Building, Retail, Sales, Leadership, Negotiation, Customer Service, Social Media, Account Management, Contract Negotiation, Business Strategy, Management, Forecasting, Cross-functional Team..., Budgets, Merchandising, Training, Coaching, Marketing, Business Planning, Business Development, Event Planning
Education
Hillsdale College 1975 — 1979
BLS, Economics, Accounting, Finance
St. Johns High School Toledo / Ohio
First Montauk Financial Supervisory OfficerMontauk Financial Group2007 - Present
AXA Equitable May 2000 - February 2007
The MONY Group 2000 - 2005
Education
Pace University
Dunham & Associates July 2009 - Present
ING Funds November 2003 - October 2008
AIG SunAmerica Securities May 1999 - February 2003
The MONY Group August 1998 - April 1999
AIG SunAmerica Securities January 1998 - August 1998
Skills
Closed-end Funds, Financial Markets, Portfolio Management, Investment Management, ETFs, Asset Managment, Investment Advisory, Alternative Investments
Education
Northern Arizona University, College of Business Administration 1994 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Lost Bayou guesthouse May 2012 - Present
Chase Bank January 2006 - April 2012
JPMorgan Chase 2005 - 2012
JPMorgan Chase August 2006 - March 2008
MONY SECURITIES CORPORATION July 2000 - March 2005
The MONY Group June 2000 - March 2005
MONY SECURITIES CORPORATION January 2000 - January 2003
H.D. Vest Financial Services January 1998 - January 2000
H.D. Vest Financial Services January 1996 - January 1998
Skills
Banking, Financial Services, Leadership, Management, Relationship Management, Sales, Marketing Strategy, Customer Service, Social Media Marketing, Process Improvement, Strategic Planning
Education
Oklahoma City University
Yes, Business
Oklahoma City University
Bachelor*s Degree, Business
Aguibal Inc 2002 - Present
Fig & Olive January 2006 - April 2009
Christies 2000 - 2002
Orientation 1998 - 2000
The MONY Group 1998 - 1999
Skills
Entrepreneurship, Marketing, Logistics, Business Development, Marketing Strategy, Food, New Media, New Business Development, Project Planning, Forecasting, Leadership
Education
New York University 1999 — 2000
Financial Analysis Certificate
King's College 1994 — 1998
BS, Economics & Spanish
Strategies in Life for Life October 2008 - Present
The MONY Group August 1998 - July 2000
the mony group 1980 - 2000
Mutual of New Yok (MONY February 1980 - July 1998
B. Altman January 1976 - January 1980
Skills
Retirement, Wealth, Management, Retirement Planning, Fixed Annuities, Disability Insurance, Estate Planning, Investments, Life Insurance, Strategic Financial..., Entrepreneurship, Insurance, Long-term Care, business insurance, Charitable giving, legacy planning, Plannning, Charities, Financial Planning, Financial Services, Mutual Funds, Wealth Management
Education
College of Finacial Planning 1981 — 1983
Certified Financial Planner, Financial Planning
Jamnalal Bajaj Institute of Management Studies 1974 — 1975
Marketing Management, Marketing
University Department of Chemical Technology (UDCT) 1970 — 1974
Ph. D., Pharmaceutical Microbiology
University Department of Chemical Technology (UDCT) 1968 — 1970
Master in Pharmacy, Chemistry
University Department of Chemical Technology (UDCT) 1965 — 1968
Bachelor in Pharmacy, Pharmacy
Desh Bhandu College 1962 — 1964
Pre Med, Chemistry & Biology
Carnegie Mellon University, Tepper School of Business January 2008 - Present
StratX International 1993 - 2003
DuPont 1987 - 1993
The MONY Group 1982 - 1985
Skills
Management Consulting, Business Strategy, Leadership Development, Strategy, Program Management, Marketing Strategy, Strategic Planning, Segmentation, Consulting, Cross-functional Team..., Marketing, Analytics, Competitive Analysis, Entrepreneurship, Leadership, Business Development, Project Management, Data Analysis
Education
Northwestern University 1985 — 1987
MM, Marketing, Finance
Penn State University 1978 — 1982
BS, Business Administration
Metis Consulting Group April 1997 - Present
Signature Travel Network January 2002 - Present
Johnson & Johnson 1995 - 2001
The MONY Group February 1999 - May 2000
Logical Design Solutions February 1995 - February 1999
The Vanguard Group 1995 - 1997
Vanguard 1995 - 1997
AT&T January 1991 - February 1995
Skills
Software Development, Web Services, Integration, Consulting, Financial Services, ColdFusion, XML, AJAX, JavaScript, HTML, Business Analysis, CSS, Microsoft SQL Server, Requirements Analysis, jQuery, Web Applications, Databases, Web Development, Software Project..., Management, Agile Methodologies
Education
New Jersey Institute of Technology 1993 — 1994
MS
University at Albany, SUNY 1986 — 1990
BA
Vestal 1982 — 1986
Regents Diploma
Verizon December 2006 - Present
Cendant Corporation July 2003 - December 2006
The MONY Group July 1998 - July 2003
Skills
Licensing, Intellectual Property, Privacy Law, Contract Negotiation, Software Licensing, Mergers, Corporate Law, Litigation Management, Corporate Governance, Legal Writing, Civil Litigation, Dispute Resolution, Legal Advice, Mergers & Acquisitions, Legal Research, Mediation, Contract Management, Legal Assistance, Management, Copyright Law, Strategic Partnerships, Trademarks, Patents, Data Privacy, Negotiation, Outsourcing, Legal Compliance, FCPA
Education
Fordham University School of Law 1990 — 1993
JD, Law
University of Michigan 1986 — 1990
BA, History
Harding Loevner LP March 2013 - Present
Gabelli & Company January 2012 - February 2013
Gabelli & Company July 2010 - January 2012
T. Rowe Price June 2009 - August 2009
AmeriGas Propane May 2005 - June 2008
The MONY Group February 2002 - November 2003
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Equities, Mergers & Acquisitions, Equity Research, Hedge Funds, Investments, Competitive Analysis, Business Strategy, Bloomberg
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Fordham University 1999 — 2002
BS, Accounting & Finance
Bristol-Myers Squibb March 2013 - Present
BRISTOL-MYERS SQUIBB, CO November 2011 - June 2012
Kellogg Company March 2010 - August 2011
BRISTOL-MYERS SQUIBB, CO June 2009 - January 2010
Trane (previously named American Standard Companies) December 2005 - November 2009
Wyeth August 2002 - October 2005
American Express May 2000 - January 2002
GAMMA International September 1999 - March 2000
The MONY Group 1998 - 1999
CGU Insurance Company (now OneBeacon Insurance Group) 1997 - 1998
Skills
Message Development, Corporate Communications, Cross-functional Team..., Strategic Communications, Recruiting, Integrated Marketing, Internal Communications, Marketing Communications, Strategy, Change Management, Training, Marketing, Newsletters, Marketing Strategy, Market Research, Strategic Planning, Business Strategy, Employee Training, Crisis Communications, SharePoint, Communications Planning, Consulting, Strategic Thinking, Event Planning, Leadership Development, Copy Editing, Brand Development, Editing, Thought Leadership, CRM, Advertising, Organizational..., Event Management, Brand Management, Corporate Branding, Public Relations, Management, Social Media
Education
Fordham University 1994 — 1996
MA, Public Communications
University of Massachusetts, Amherst 1987 — 1991
BA, Journalism
AXA US October 2014 - Present
AXA US July 2004 - October 2014
The MONY Group October 1987 - June 2004
CSC November 1994 - May 1996
The Pyramid Companies June 1984 - October 1987
Skills
SDLC, Project Portfolio..., Vendor Management, Visio, Software Project..., Business Process..., Process Improvement, Program Management, Relationship Management, Project Delivery, IT Strategy, Quality Assurance, Cross-functional Team..., Requirements Analysis, CMMI, PMO, PMP, User Acceptance Testing, Business Requirements, Requirements Gathering, Resource Management, Systems Analysis
Education
Le Moyne College
B.S., Business Administration
Le Moyne College
MBA, Business Administration/MIS
Cisco Brewers March 2014 - Present
CompuHouseCalls.com November 2010 - Present
VBT Bicycling Vacations 2010 - 2011
A G Brock Company 2003 - 2010
The MONY Group 2001 - 2003
John Hancock 1994 - 2001
Investors Capital Corporation / Eastern Point Advisors January 1998 - January 2000
Eastern Point Advisors 1998 - 2000
Skills
Windows, Leadership, Customer Service, Strategic Planning, Marketing Strategy, Marketing, Event Management, New Business Development, Management, Public Speaking, Sales, Public Relations
Education
College of Oceaneering 1992 — 1993
AS
Framingham State College 1987 — 1991
BA
Century 21 January 2005 - Present
The MONY Group November 2001 - October 2004
The MONY Group November 2000 - February 2002
Skills
Marketing, Sales, Contract Negotiation, Property Management, Selling, Real Estate Development, Due Diligence, Insurance, Strategic Planning, Market Analysis, Finance, Sales Management, Marketing Strategy, Market Research, Customer Service, Competitive Analysis
Education
Mercy College 1995 — 1997
Bachelor's of Science, Marketing
AIG August 2014 - Present
The Guardian Life Insurance Company of America February 2012 - August 2014
The Guardian Life Insurance Company of the Americas January 2010 - February 2012
Genworth Financial February 2008 - December 2009
Genworth Financial June 2006 - February 2008
GE Asset Management 2004 - 2008
The MONY Group April 2000 - February 2004
New York Life Insurance Company July 1990 - March 2000
Skills
Insurance, Investments, Analysis, Annuities, Portfolio Management, Liquidity Management, Asset Managment, Commissioning, Data Warehousing, Financial Risk, Innovation, Key Performance..., Key Account Management, Leadership, Microsoft Office, Negotiation, Outsourcing, Business Objects, Organization, Problem Solving, Strategic Planning, Quality Assurance, Quality Management, Qualitative Research, Recruiting, Restructuring, Customer Service, Sustainability, Sourcing, Fixed Annuities, Asset Management, Due Diligence, ALM, Project Management, Business Process, Risk Management, Finance, Strategic Financial..., Change Management, Budgets, Cash Management, Financial Analysis, Enterprise Risk..., Business Process..., Financial Statements, Process Improvement, Treasury Management, Internal Controls, 401k, Business Analysis
Education
Pace University 1987 — 1990
Bachelor of Business Administration (BBA), Accounting
Ferrito and O'Gorman Financial Group 2006 - Present
The MONY Group 1989 - 2006
Skills
Retirement Planning, Investments, Wealth Management, Estate Planning, Series 7, Asset Allocation, Securities, Fixed Annuities, Social Security
Education
Marquette University 1987 — 1989
B.A., Finance
University of Wisconsin-Madison 1985 — 1987
MidOcean Partners August 2004 - Present
Bath & Body Works May 2003 - May 2004
Bath & Body Works November 1997 - May 2003
The MONY Group June 1995 - October 2002
St. Mary's Catholic School September 1993 - June 1994
Skills
Event Planning, Budgets, Customer Service, Outlook, Lotus Notes, Inventory Management, Event Management
Education
Kutztown University of Pennsylvania 1989 — 1993
Bachelor of Science (BS), Education
AXA Equitable Life Insurance Company July 2004 - Present
The Mony Group 1998 - 2004
Skills
Insurance, Wealth Management, Retirement Planning, Strategic Planning, Leadership, Fixed Annuities, Retirement, Series 7, Life Insurance, Strategy, Mutual Funds, Series 63, Investments, Strategic Financial..., Small Business, 401k, Financial Services, Relationship Management, Disability Insurance, IRAs
Education
Pace University 1976 — 1980
Taxation & Accounting
College of Insurance
Life Insurance
AXA July 2004 - Present
AXA Tech July 2004 - Present
The MONY Group April 1998 - July 2004
RWay Communications November 1996 - August 1997
Syracuse University June 1996 - May 1997
Education
Le Moyne College 2001 — 2004
M.B.A., Business Administration
Syracuse University 1995 — 1997
M.S. Telecommunications & Network Management, Information Studies
Ithaca College 1991 — 1995
B.A., Philosophy; Minor: Politics
FDIC September 2009 - Present
Indpendent Contractor June 2008 - July 2009
Helix Financial September 2005 - February 2008
MortgageRamp July 2003 - September 2005
NCF Financial February 2002 - June 2003
Fremont Investment November 1999 - January 2002
Mass Mutual June 1993 - October 1999
Northwestern Mutual September 1992 - May 1993
The MONY Group September 1984 - August 1992
Skills
Loan Origination, Mortgage Lending, Underwriting, Due Diligence, CMBS, Valuation, Asset Managment, Real Estate, Real Estate Economics, Portfolio Management, Capital Markets, Loans, Financial Analysis, Credit, Financial Structuring, Commercial Mortgages, Corporate Finance, Real Estate Development, Appraisals, Negotiation
Education
Georgia State University 1982 — 1984
MS, Real Estate
University of North Carolina at Chapel Hill 1974 — 1979
BA, City Planning
Astoria Bank October 2011 - Present
Patriot National Bank August 2008 - October 2011
Emigrant Bank May 2006 - May 2008
Lawrence Hospital Center March 2002 - April 2006
The MONY Group September 2000 - March 2002
Ernst & Young August 1999 - September 2000
Apple Bank for Savings December 1991 - July 1999
Dollar Dry Dock Bank June 1986 - December 1991
Skills
Financial Modeling, Forecasting, Financial Reporting, Analysis, Accounting, Banking, Valuation, Management, Mergers & Acquisitions, Investments, Finance, Financial Risk, Sales, Strategic Financial..., Budgets, Financial Planning, Financial Analysis, Risk Management, Financial Services, Internal Controls
Education
Fordham University 1996 — 1999
B.S., Finance
AXA Equitable September 2013 - Present
Rabo Agrifinance June 2004 - August 2013
The MONY Group August 1987 - June 2004
Skills
Agribusiness, Agriculture, Portfolio Management, Public Speaking, Financial Analysis, Strategic Planning, Banking, Real Estate, Loans, Management, Commercial Lending, Credit Analysis, Credit, Business Planning, Risk Management, Leadership, Finance, Credit Risk, Commercial Banking, Farms, Mortgage Lending, Business Strategy, Commodity, Strategic Financial..., Loan Servicing
Education
Lindenwood University 1993 — 1995
MBA, Business
Illinois State University 1983 — 1985
BS, Agribusiness
Detroit Diesel October 2013 - Present
Detroit Diesel November 2009 - October 2013
Detroit Diesel January 2006 - November 2009
John Deere December 2000 - January 2006
The Mony Group January 2000 - December 2000
G-TECH Services, Inc. May 1997 - March 2000
Fapco, Inc. May 1995 - May 1997
Skills
Automotive, Continuous Improvement, Lean Manufacturing, PPAP, Value Stream Mapping, Kaizen, Vehicles, Kanban, 5S, Plastics, Supply Chain, FMEA, Six Sigma, Supply Management, Manufacturing, APQP, Manufacturing..., Root Cause Analysis, Automotive Engineering, Manufacturing..., DFMEA, Supplier Quality, Packaging, Toyota Production System
Education
Walsh College 2007 — 2010
MS
Michigan State University 1990 — 1994
BS
AXA Equitable September 2005 - Present
AllianceBernstein December 2003 - September 2005
The MONY Group July 2000 - December 2003
Morris Office Environment May 1998 - July 2000
Skills
Facilities Management, Management, Budgets, Space planning, Contract Negotiation, Purchasing, Furniture, Space Planning, Construction, Interior Design
Education
Kent State University 1993 — 1998
BA, Interior Design
AXA US September 2012 - Present
AXA Equitable Life Insurance Company January 2004 - May 2006
The MONY Group June 2002 - January 2004
Skills
Strategic Media..., Public Relations, Internal Communications, Internal & External..., Executive..., Crisis Communications, Corporate Communications, Project Management, Social Media, Social Skills, Discretion, Media Relations, Strategic Communications
Education
Northwestern University
BA, History
BMC Software 2005 - 2013
MVP Consulting 2003 - 2005
Avaya, Inc. 2000 - 2003
The MONY Group 1997 - 2000
A.M. Best Company 1994 - 1997
Skills
Leadership, Investor Relations, Capital Markets, Management, Financial Analysis, Competitive Analysis, Corporate Communications, Enterprise Software, Business Strategy, Corporate Finance, SaaS, Salesforce.com, Program Management, Investments, Strategy, Mergers & Acquisitions, Financial Modeling
Education
New York University 1981 — 1984
Bachelor of Science (BS), Accounting
Wealth Legacy Advisors February 2013 - Present
Woodbury Financial Services August 2008 - February 2013
The MONY Group October 1983 - June 2004
Education
Kansas State University 1967 — 1979
BS and Master of Accountancy, Business and Accounting
AIG October 2005 - Present
RR Donnelley August 2004 - October 2005
The MONY Group May 2001 - August 2004
The MONY Group January 1999 - May 2001
Skills
Microsoft Office, Travel Arrangements, Office Management, Accurate Record Keeping, Department Budgeting, High Organizational..., Heavy Calendaring, Adobe, Visio, SAP, Calendars, Accounting, Management
Education
Howard University 1994 — 1998
Bachelor of Arts (B.A.)
National Grid February 2015 - Present
National Grid October 2011 - February 2015
National Grid September 2009 - October 2011
National Grid May 2002 - September 2009
National Grid March 1998 - May 2002
National Grid May 1997 - May 1998
Computer Sciences Corporation 1995 - 1997
The MONY Group 1985 - 1997
Skills
Data Center, Vendor Management, Contract Management, ITIL, Cross-functional Team..., Strategic Sourcing, Contract Negotiation, Data Center..., Technical Leadership, Infrastructure Planning, Software Asset..., Organizational..., IT Service Management, Service Delivery..., ITIL Certified, Global Management
Education
State University of New York Institute of Technology at Utica/Rome 1978 — 1980
Bachelors of Professional Studies, Finance, Business Management
Mohawk Valley Community College 1976 — 1978
Associates in Applied Science, Accounting
MassMutual Financial Group July 2013 - Present
Hoopis Financial Group a General Agency of MassMutual Financial Group March 2013 - July 2013
World Equity Group March 2010 - November 2012
IGI Chicago Style Gymnastics Meet March 2009 - February 2012
Calamos Investments February 2007 - January 2009
Calamos Investments December 2004 - February 2007
The MONY Group/AXA Advisors June 2002 - December 2004
The MONY Group June 1999 - June 2002
The MONY Group January 1998 - June 1999
Skills
Securities, Investments, Financial Services, Series 7, Asset Management, Insurance, FINRA, Management, Trading, Leadership, Accounting, Life Insurance, Customer Service, Accounts Payable, Security, Mutual Funds, Series 63, Wealth Management, Retirement Planning, Strategic Financial..., Series 53
Education
Le Moyne College 1982 — 1984
BS, Accounting
State University of New York at Canton 1980 — 1982
Associate's Degree, Accounting
Cicero High School 1976 — 1980
Nestlé Purina North America August 2015 - Present
Nestlé Purina North America January 2013 - August 2015
Nestle July 1999 - January 2013
Eveready Battery Company, USA 1999 - 2001
The MONY Group September 1993 - July 1999
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Auditing, SAP, Variance Analysis, Managerial Finance, Business Process, Process Improvement, Risk Management, Forecasting, Corporate Finance, Financial Modeling, Budgets, GAAP, Finance, Financial Reporting, Governance, Risk Assessment, Financial Audits, Strategic Planning, Leadership, IFRS, Financial Analysis, Business Process..., IT Audit, Management, Management Consulting, COSO, Financial Risk, Enterprise Risk..., Accounting, Strategic Financial..., Analysis, Business Strategy, CISA, Competitive Analysis, Cross-functional Team..., Strategy, Cost Accounting, Financial Accounting, ERP, Project Planning
Education
Syracuse University 1994 — 1997
Masters, Telecommunications and Network Management
Le Moyne College 1989 — 1993
Bachelor's, Business Administration / MIS
National Life Group January 2011 - Present
National Advanced Planning Group, LLC 2004 - December 2010
The MONY Group 2001 - 2004
National Advisors Private Client Group, LLC 1999 - 2002
Guardian Life Insurance 1981 - 1999
Education
Maurice A. Deane School of Law at Hofstra University 1979 — 1981
JD, Law
Molloy College January 2010 - Present
MuniMae April 2005 - March 2009
The MONY Group 1985 - 2005
Skills
C#, Databases, Visio, Business Intelligence, JavaScript, SQL, Active Directory, Microsoft SQL Server, Vendor Management, Microsoft Office, SharePoint
Education
New York Institute of Technology 1990 — 1992
Master, Computer Science
MetLife 2006 - April 2015
The MONY Group 2002 - 2005
The Guardian Life Insurance Company of America October 1984 - March 2002
Skills
Life Policy Conservarion, Manage Client..., Vendor Management, Marketing, Customer Retention, Disability Insurance, Insurance, Fixed Annuities, Life Insurance, Retirement Planning, Retirement, Long-term Care, Series 7, Mutual Funds, Wealth Management, Employee Benefits, Investments, Securities, Relationship Management, Defined Benefit, Health Insurance, Financial Services, Term Life Insurance, Business Analysis, Estate Planning, Financial Analysis, Marketing Strategy
Education
New York University
BA, MPH
The American College
Dassault Falcon Jet May 2012 - Present
Dassault Falcon Jet July 2008 - July 2012
Schindler Elevator Corporation February 2000 - June 2008
Schindler Elevator 2001 - 2008
The MONY Group July 1987 - February 2000
mony 1986 - 2000
mony 1986 - 2000
Unified Data Products 1986 - 1987
Skills
Financial Reporting, Strategic Planning, Budgets, Finance, Management, Accounting, Process Improvement, Financial Analysis, Corporate Finance, Financial Accounting, Internal Controls, Cost Accounting, SAP, Lotus Notes, Microsoft Excel, Forecasting, Variance Analysis, Operations Management
Education
Montclair State University 1979 — 1983
BS, Accounting
Memorial School
Memorial School
Ridgefield Park High School
Transamerica Retirement Solutions 1992 - Present
Howard F. Blohm Associates, Inc. 1983 - 1992
The MONY Group 1982 - 1983
Mutual Benefit Life 1979 - 1982
Skills
Pensions, Fixed Income, Defined Benefit, Asset Managment, Employee Benefits, Actuarial Science, Retirement, Asset Allocation, Risk Management, Investments, Portfolio Management
Education
Princeton University
BA, English
Princess Juliana International Airport January 2005 - Present
Princess Juliana Intrnational Airport April 1999 - December 2004
St. Maarten Ports Authority January 1992 - December 1994
WEST HARLEM COMMUNITY ORGANIZATION May 1990 - June 1992
The MONY Group October 1985 - March 1990
Education
Long Island University 1985 — 1990
MBA, Finance
St. Francis College 1981 — 1985
B.Sc., Accounting
MML Investors Services LLC June 2007 - Present
MassMutual Southeast Michigan June 2007 - Present
Fifth Third Securities December 2006 - June 2007
MML Investors Services, Inc. November 2004 - December 2006
Seymour Gill Financial November 2004 - December 2006
The MONY Group July 2003 - November 2004
Kreiner Financial Group January 2000 - July 2003
Lincoln Financial Advisors October 1991 - January 2000
Skills
Strategic Financial..., Insurance, Retirement Planning, Finance, Financial Services, Disability Insurance, Fixed Annuities, Portfolio Management, Investment Advisory, Financial Planning, Long Term Care, Banking, FINRA, Annuities, Employee Benefits, Long-term Care, Long Term Care Insurance, Investments, Securities
Education
University of Michigan
BA, LSA, History & Economics
Oakland University
MA, History, U.S. Constitutional History
University of Michigan
JD,, Constitutional Law
Mendes & Mount June 1998 - June 2004
The MONY Group December 1996 - May 1998
Education
Fordham University School of Law 1996 — 1999
JD
Fordham University 1992 — 1996
BA, Communications; Art
Voya Financial June 2013 - Present
MetLife July 2003 - June 2013
The MONY Group February 1999 - March 2003
Ernst & Young September 1996 - February 1999
Skills
Crisis Communications, Media Relations, Internal Communications, Speech Writing, Corporate Communications, Strategic Communications, Issues Management, Executive Communications, Public Relations, Communications Strategy, Communications Planning, Reputation Management, Message Development, Press Releases, Copywriting, Editing, Writing, Publicity, Communication Training, Event Planning, Newsletters, Financial Communications, Crisis Management
Education
Fordham University
MA, Communications
Saint John's University
BS, Communications
Merrill Lynch October 2005 - Present
Citigroup April 2004 - October 2005
The MONY Group April 2002 - April 2004
Prudential Financial August 1999 - February 2002
Beneficial/Household Finance October 1988 - August 1999
Skills
Fixed Annuities, Series 7
Education
Moravian College 1983 — 1987
BS, Mathematics
Onondaga Community College March 2003 - Present
Hunt Real Estate ERA December 2007 - September 2011
The MONY Group 2002 - 2002
The MONY Group 1997 - 2002
Computer Sciences Corporation 1995 - 1997
The MONY Group 1995 - 1995
The MONY Group 1986 - 1995
Empire Blue Cross Blue Shield 1980 - 1986
United Way of Central New York 1978 - 1980
Skills
Microsoft Office, Process Improvement, Enterprise Architecture, Project Management, Business Analysis, Change Management, Information Technology, Leadership, Program Management, Team Leadership, Software Documentation, System Administration, Vendor Management, Visio, Management, Higher Education, Software Project..., Customer Service, IT Strategy, Integration, SDLC
Education
Henninger High School
Onondaga Community College
Business
Hartford HealthCare at Home April 2015 - Present
Hospital for Special Care July 2013 - Present
WFSB Channel 3 TV October 2008 - June 2013
Coca-Cola Enterprises February 2006 - October 2008
The MONY Group August 2004 - February 2006
Skills
Marketing Communications, Social Media, Advertising, Event Planning, Microsoft Office, Quality Patient Care, Nursing, Project Management, Media Relations, Online Advertising, Email Marketing, Facebook, Editing, Creative Writing, Copywriting
Education
Goodwin College 2010 — 2013
Associate of Science (A.S.), Registered Nursing/Registered Nurse
The University of Connecticut 2001 — 2004
Bachelors, English/Literature/Creative Writing
Massachusetts College of Liberal Arts 2000 — 2001
N/A, English
Ash Brokerage January 2001 - Present
The MONY Group January 1991 - March 2005
Skills
Whole Life, Fixed Annuities, Long-term Care, Insurance, Life Insurance, Disability Insurance, Retirement Planning, Marketing, Term Life Insurance, Financial Planners, Brokers, Strategic Financial..., Underwriting, Wealth Management, Retirement, Financial Services, Long Term Care Insurance, Financial Advisory, Estate Planning, Financial Planning
Education
Penn State University
Bachelor of Science (BS), Insurance
National Government Services February 2010 - Present
Penn Traffic August 2000 - February 2010
The MONY Group 1998 - 2000
Skills
Mainframe, Access, SQL, Software Development, Databases, Software Documentation, XML, SDLC, Oracle, JavaScript, Security, Visual Basic, Visio, SharePoint, Microsoft SQL Server, Business Analysis, Database Design
Education
Le Moyne College 1991 — 1994
BS, Business Administration
Onondaga Community College 1989 — 1991
AAS, Art & Advertising Technology
National Guardian Life Insurance Company November 2009 - Present
National Guardian Life Insurance Company November 2009 - Present
National Life Group February 2007 - November 2009
Ulster Savings Bank/Ryan Insurance January 2006 - February 2007
National Advanced Planning Group, LLC July 2005 - January 2006
The MONY Group January 2001 - July 2005
The CUNA Mutual Group December 1996 - January 2001
The Reis Group February 1992 - December 1996
The Augustine Agency January 1989 - February 1992
Prudential Gary Greene, Reseach Forest, The Woodlands,Tx January 1987 - January 1989
Skills
Retirement Planning, Retirement, Financial Planning, Fixed Annuities, Life Insurance, Insurance, Employee Benefits, Investments, Mutual Funds, Series 7, Disability Insurance, Long-term Care, Financial Advisory
Education
The American College
The American College
CLU
Marist College
Bachelor of Science, Business Administration/Personnel and Labor Relations
Ulster County Community College
Associate, Science, Business Administration/Accounting
SCRUB AND SHINE SERVICES April 2014 - Present
Arnall Golden Gregory LLP December 1989 - March 2004
The MONY Group February 1999 - March 2002
Skills
Litigation, Civil Litigation, Legal Research, Intellectual Property, Bankruptcy, Social Media, Legal Writing, Commercial Litigation, Litigation Support, Trials, Post Construction Clean..., Professional Cleaning, Window Cleaning, Commercial Cleaning, Industrial Cleaning, House Cleaning, Office Cleaning, Courts
Education
Atlanta Centers for Technical Arts & Sciences 1989 — 1989
Paralegal Studies
Georgia College and State University 1985 — 1988
Economics
killian
Bank of America Merrill Lynch October 2008 - Present
Citi 2000 - 2008
Merrill Lynch 1997 - 1999
The MONY Group 1985 - 1987
Skills
Investment Banking, Capital Markets, Valuation, Fixed Income, Equities, Corporate Finance, Securities, Financial Structuring, Financial Modeling, Corporate Development, Management
Education
Tuck School of Business at Dartmouth 1991 — 1993
MBA
Georgetown University 1981 — 1985
AB, History and English
Micaela Dowd Consulting January 2010 - August 2014
New York Life Insurance Company December 2007 - September 2009
AXA Equitable July 2004 - December 2007
The MONY Group April 1998 - July 2004
Skills
Securities, Corporate Governance, Legal Writing, Legal Assistance, Corporate Law, Legal Research, Litigation
Education
Marymount Manhattan College
Bachelor of Arts (B.A.), English Language and Literature/Letters
News Corporation- Amplify Division September 2013 - Present
Relevante - Consultant at Merck December 2012 - May 2013
New York Life June 2007 - February 2010
The Guardian Life December 2002 - May 2007
The MONY Group January 2001 - November 2002
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Financial Statement..., Variance Analysis, Business Planning, Financial Forecasting, Department Budgeting, US GAAP reporting, Statutory Accounting, Statutory Planning, Investments, Bluebook, Microsoft Office, SAP ERP, PeopleSoft, Essbase, Crystal Reports, Lotus Notes, Profit Margins, Team Leadership, Teamwork, Staff Supervision, Staff Development, Project Management, SQL, Financial Statements, Valuation Analysis, M & A Modeling, Smart View, GAAP
Education
Baruch College, City University
B.A, Management
Long Island University
M.B.A, Accounting
Douglas Elliman Real Estate July 2013 - Present
EIM Management (USA) March 2011 - March 2013
ALTRIA CORPORATE SERVICES, INC (formerly Philip Morris Companies, Inc.) November 2005 - July 2008
KPMG Peat Marwick September 2003 - November 2005
Philip Morris Management Corp. January 2002 - August 2003
The MONY Group May 2001 - December 2001
Skills
Accounting, US GAAP, Analysis, Software Documentation, Customer Service, GAAP, Process Improvement, Sarbanes-Oxley Act, Internal Audit, Microsoft Office, Consolidation, Management, Auditing, Financial Reporting, Financial Statements, Budgets, Internal Controls, Finance, Hyperion Enterprise
Education
Pace University 1998 — 2003
BBA/MBA, Accounting
Murrow High School
Currently Retired Vice President and ActuaryAXA-Equitable Life Insurance2004 - 2007
AXA Financial 2004 - 2007
The MONY Group 1998 - 2004
The MONY Group 1998 - 2001
Education
Northeastern University
Master of Science, Actuarial Science
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, Mathematics
Concord International Investments May 2010 - October 2012
Concord International Investments 2005 - 2010
Concord International Investments 2003 - 2005
Concord International Investments 1998 - 2003
The Mony Group 1996 - 1998
The Mony Group September 1986 - 1996
Skills
Auditing, Human Resources, Strategic Planning, Financial Analysis, Employee Benefits, Portfolio Management, Valuation, Financial Accounting, Mutual Funds, Investments, Accounting, Private Equity, 401k, Policy, Financial Services, Financial Reporting, Banking, External Audit, Mergers & Acquisitions, Process Improvement, Financial Statements, Corporate Finance, Strategic Financial..., Tax, Financial Modeling
Education
Pace University-Pleasantville/Briarcliff Campus 1982 — 1986
BBS, Accounting
"TANKSLEY", Recording Artist/Songwriter December 2010 - Present
Insurance Industry December 2009 - April 2013
Syracuse University 2007 - 2009
The MONY Group 1994 - 1997
NYU Wasserman Center for Career Development 1987 - 1990
Skills
Public Speaking, Event Planning, Social Media, Microsoft Office, Social Networking, Nonprofits, Leadership, Public Relations, Management, Editing
Education
New York University
AAS, Business Management
Syracuse University
BS, Communication & Rhetorical Studies
Impact Martial Arts & Fitness January 2008 - Present
Cadaret Grant August 2001 - December 2007
The MONY Group March 1984 - July 2001
Skills
Program Development, Non-profits, Fundraising, Public Speaking, Customer Service
Education
Onondaga Community College 1976 — 1978
Drafting and Design Technology/Technician, General
North Syracuse High School 1972 — 1975
Teradata October 2005 - Present
Excellus BCBS June 1997 - June 2005
The MONY Group June 1985 - June 1997
Skills
ETL, Oracle, Requirements Analysis, SQL, SDLC, Teradata
Education
SUNY Empire State College 1995 — 1997
Bachelor of Applied Science (B.A.Sc.), Information Technology
Onondaga Community College 1980 — 1982
Associate of Arts and Sciences (AAS), Information Technology
AXA Equitable August 2006 - Present
Inner City Broadcasting June 2005 - August 2006
Centre Solutions December 2003 - May 2005
The MONY Group February 2000 - December 2003
Skills
SAP, FRx, Great Plains Software, Microsoft Excel, Microsoft Word, Clarity FSR, nVision, PeopleSoft, XBRL, General Ledger, Sarbanes-Oxley Act, Accounting, Consolidation, Financial Statements, Microsoft Dynamics GP, Internal Controls, SEC Filings, Account Reconciliation, Financial Reporting, Financial Analysis
Education
Pace University
Bachelor of Business Administration (BBA)