Experience
The Prudential Insurance Company of America   August 2011 - Present
The Prudential Insurance Company of America   January 2008 - June 2011
The Prudential Insurance Company of America   June 2004 - December 2007

Education
Claremont McKenna College   2000 — 2004
Bachelor's degree, Economics

The American College

Experience
The Prudential Insurance Company of America   June 2014 - Present
Small Business Insurance Agency  October 2013 - June 2014
COUNTRY Financial®  March 2012 - September 2013
Morgan Stanley Smith Barney  November 2010 - March 2012
Hilmerson Investments Inc   January 2007 - November 2010
Mortgagexperts   July 2003 - December 2007
Link Recreational   January 2006 - December 2006
All Seasons Co   March 1991 - December 2003

Skills
Life Insurance, Fixed Annuities, Insurance, Retirement Planning, Long-term Care, Term Life Insurance, Retirement, Sales, Disability Insurance, Estate Planning, IRAs, Marketing, Property & Casualty..., Permanent Life Insurance, Underwriting, 401k, 401k Rollovers, Key Person Insurance, Asset Managment, Business Continuation..., Wealth Preservation..., Commercial Insurance, Trusts, Long Term Relationship..., Microsoft CRM

Education
St. John's University
BS, Management

College of St. Benedict

Experience
Ridgeview Classical Schools  March 2014 - Present
Sweet Sinsations Cafe at Colorado State University   August 2010 - May 2013
The Prudential Insurance Company of America   May 2012 - August 2012
AJ's Cafe at Hillsdale College   September 2011 - May 2012
Hillsdale College Catering   August 2011 - May 2012
Arbonne International  February 2011 - August 2011
Colorado State University Bookstore  August 2010 - September 2010
Casa Grande Mexican Restaurant   October 2008 - July 2009

Skills
Customer Service, Marketing, Sales, Entrepreneurship, Microsoft Office, Research, Leadership, Microsoft Excel, Management, Teamwork, Data Analysis

Education
Colorado State University   2009 — 2013
Bachelor of Arts (B.A.), International Studies, Political Science, Arabic

Hilllsdale College   2011 — 2012
Bachelor of Arts (B.A.), Political Economy

St. Clair County Community College   2010 — 2010

Woodland Park High School   2005 — 2009

Experience
NYC Teaching Fellows  June 2014 - Present
Edelman Financial Services  January 2014 - June 2014
The Prudential Insurance Company of America   September 2012 - December 2013
Morgan Stanley Smith Barney  December 2007 - September 2012

Skills
Comprehensive Financial..., Retirement Planning, Insurance Planning, Manage Client...

Education
City University of New York City College   2014 — 2016
Master's Degree, Education/Teaching of Individuals in Secondary Special Education Programs, 7-12

Institute of Integrative Nutrition   2013 — 2014
Certified Health and Nutritional Coach, Foods, Nutrition, and Wellness Studies, Certification

Berkeley College-New York   2010 — 2012
Bachelor of Business Administration (B.B.A.), Financial Services, Graduated Magna Cum Laude

Experience
the Prudential Insurance Company of America   September 2013 - Present
First United Methodist Church, Park Ridge, IL   February 2013 - Present
St. Matthew Lutheran Church, Hawthorn Woods, IL   October 2010 - January 2013
St. Paul Lutheran Church and School, Skokie, IL   April 2000 - October 2010
Cybertek Software   September 1997 - January 2000
Household International  December 1985 - September 1994
Lutheran High School West  August 1984 - June 1985

Skills
Computers, Law, Real Estate, Consumer Finance, Education, Non-profits..., Music, Life Insurance, Pianist, Insurance, Financial Services

Education
University of Chicago   1994 — 1997
Doctor of Law (JD)

Dominican University   1987 — 1990
Master of Business Administration (MBA), Finance, Business Technology

Concordia University-River Forest   1980 — 1984
BMusEd, Music Teacher Education, 4.0 (summa cum laude)

Experience
The Prudential Insurance Company of America   April 2011 - Present
MetLife  June 2006 - January 2011
Western & Southern Financial Group  2004 - 2006
Citi  1999 - 2003

Skills
Fixed Annuities, Insurance, Investments, Sales, Retirement Planning, Mutual Funds, Retirement, Life Insurance, Management, Financial Services

Education
Bryant University   1991 — 1995
BS, Finance

Experience
The Prudential Insurance Company of America   September 2013 - Present
Starbucks  February 2008 - July 2012

Skills
Insurance, Leadership, Management, Investments, Life Insurance, Sales, Financial Services, Retirement Planning, Finance, Financial Planning, Mutual Funds, Fixed Annuities, Retirement, Financial Analysis, Strategic Planning, Disability Insurance, Public Speaking, Health Insurance, Wealth Management, Relationship Management, Training, Securities, Customer Service, Employee Benefits, Term Life Insurance, Coaching, Sales Management, Risk Management, Microsoft Office, Business Planning, Long-term Care, Underwriting, Financial Risk, Accounting, Strategy, Marketing, Series 63, Team Building, Property, 401k, PowerPoint, Financial Advisory, New Business Development, Project Management, Microsoft Excel, Marketing Strategy

Education
Albertus Magnus College   2012 — 2014
Associate's degree, Business Administration, Management and Operations

Lincoln Technical Institute   2001 — 2003
Certificate, Restaurant, Culinary, and Catering Management/Manager

Experience
The Prudential Insurance Company of America   January 2015 - Present
Primerica  November 2010 - December 2014
Welch Allyn  July 2004 - July 2014
Bath & Body Works  January 2001 - January 2003
LogiKeep   October 1999 - January 2001

Skills
MRP, Cross-functional Team..., Materials Management, Purchasing, Strategic Sourcing, Leadership, Supply Chain Management, Supply Management, Continuous Improvement, Six Sigma, Supply Chain, Quality System, Manufacturing, Lean Manufacturing, ISO, Inventory Management, Value Stream Mapping, Kaizen, SAP, Supplier Development, 5S, Supplier Quality, Inventory Control, Global Sourcing, Procurement, Term Life Insurance, Financial Education, Series 6 License, Series 63 License, Debt Elimination, Retirement Distribution...

Education
Erie Business Center-Erie   1989 — 1992
Associates, Business Administration

Experience
The Prudential Insurance Company of America   August 2014 - Present
Prudential Real Estate Investors  January 2008 - August 2014
Denholtz Associates  April 2005 - December 2007

Skills
Legal Work, Commercial Real Estate, Real Estate Transactions, Real Estate Development, Legal Assistance, Financial Analysis, Finance

Education
Fairleigh Dickinson University-Florham Campus   2008 — 2009
Master's degree, Administrative Science

Kaplan University   2005 — 2007
Bachelor's Degree, Paralegal Studies

Kaplan University   2004 — 2006
Associate's Degree, Paralegal Studies

Bloomfield College   1994 — 1998
Criminal Justice/Sociology

Experience
The Prudential Insurance Company of America.  June 2014 - Present
Cleveland Ohio  2013 - Present
METLIFE INVESTORS  2011 - 2013
ED ZIEROLD & ASSOCIATES, LLC,   2002 - 2011
SECURELIFE INSURANCE AGENCY   1988 - 2002

Skills
Life Insurance, Insurance, Fixed Annuities, Disability Insurance, Business Planning, Strategic Financial..., Term Life Insurance, Management, Retirement Planning

Education
Capital University

Cleveland State University

Experience
NorthMarq Capital  2014 - Present
Commercial/Multifamily Real Estate Services Consulting   2014 - 2014
Prudential Asset Resources  2007 - 2012
Prudential Huntoon Paige Associates LP   2004 - 2007
Prudential Asset Resources  2001 - 2004
The Prudential Insurance Company of America   1996 - 2001
First Fidelity Mortgage Corporation   1985 - 1995

Skills
Loan Servicing, Asset Management, CMBS, FHA, Structured Finance, Underwriting, Construction Loans, Business Process..., Coaching Staff, Loan Modifications, Collaboration, Creative Solutions, Cross-functional..., Cross-functional..., Cross-functional..., Cross-functional..., Cross-functional..., Cross-functional Team..., Customer Oriented, Mentoring Of Staff, Problem Solving, Process Automation, Project Management, Staff Development, Staff Management, Strategic Planning, Strategic Thinking, Sustainability, Team Building, User Acceptance Testing, Life Company Debt, Change Management, Operational Efficiency, Delivering Results, Driving Results, Leading Change, Project Planning, Project Coordination, Commercial Real Estate..., Collaborative Problem..., Loans Administration, FHA Leadership, FHA Asset Management, Life Company Asset..., Leader, Strategic Leadership, Financial Forecasting, Asset Servicing, Commercial Real Estate, Leadership

Education
Appalachian State University

King's College

Experience
The Prudential Insurance Company of America   September 2014 - Present
Prudential Financial  October 2013 - September 2014
Prudential Financial  October 2012 - October 2013
University Directories  May 2012 - August 2012
Callaway Gardens  May 2011 - August 2011
Northern Tier High Adventure   May 2010 - August 2010

Skills
Training, Sales, Selling, Customer Service, Teamwork, Microsoft Office, Event Planning, Microsoft Excel, Leadership, Golf, Team Building, Team Leadership, Public Speaking, Social Media, Microsoft Word, Advertising, Leadership Development, Marketing

Education
Florida State University - College of Business   2009 — 2012
Marketing and Pro Golf Management, Finance, Professional Selling, Managing revenues and expenses, E-marketing, Accounting, 3.2

Auburn University   2007 — 2009
Building Science, English, Precalculus, Calculus, Structures, Materials I and II, Geography, Psycology., 3.3

Experience
Union Bank Investment Services, LLC   August 2008 - Present
Citi Smith Barney (Formerly Citicorp Investment Services)   March 2003 - August 2008
Citicorp Investment Services  2003 - 2008
Smith Barney  2003 - 2008
Transamerica Financial Advisors, Inc.   March 2000 - March 2003
The Prudential Insurance Company of America   1999 - March 2000
GlenFed Brokerage Services (Subsidiary of Glendale Federal Bank (CA))   1989 - 1999
Diversified Securities, Inc.   1987 - 1989
Financial Industry Regulatory Authority  1984 - 1987

Education
California State University-Northridge
Bachelor of Science, Finance

Experience
The Prudential Insurance Company of America   November 2003 - Present
The Hartford  November 2000 - October 2003
Unum  1990 - 2000

Skills
Disability Insurance, Employee Benefits, Risk Management, Underwriting, Life Insurance, Negotiation, New Business Development, Customer Service, Project Management, Relationship Management, Business Networking, Sales Growth, Persistency, Driving Profitability

Education
Covenant College
Bachelor of Arts, Education

Lexington Senior High School, Lexington, NC

Experience
The Prudential Insurance Company of America   April 2015 - Present
Comerica Insurance Services, Inc.   October 2006 - March 2015

Skills
Insurance, Underwriting, Commercial Banking, Loans, Risk Management, Commercial Lending, Credit, Small Business, Disability Insurance, Portfolio Management, Leadership, Finance, Mortgage Lending, Long-term Care, Credit Analysis, Banking, Small Business Lending

Education
California State University-Northridge   1977 — 1981
Bachelor of Science, Finance and Management

Experience
The Huntington Investment Company  March 2011 - Present
The Prudential Insurance Company of America   2008 - 2011
the leader mortgage company   September 1992 - June 2004

Skills
Financial Planning, Investments, Financial Reporting, Financial Analysis, Leadership, Accounting, Mutual Funds, Risk Management, Process Improvement, Insurance, Banking, Finance

Education
Bowling Green State University   1982 — 1986
BSBA, Accounting

Experience
American Business  October 2013 - Present
Meridian Risk Management Inc.   July 2012 - Present
The Prudential Insurance Company of America   September 2009 - July 2012
Prudential Financial  March 2005 - September 2009
John Hancock  2001 - 2005
Manulife Wood Logan  1994 - 2005

Skills
Insurance, Life Insurance, Risk Management, Long-term Care, Disability Insurance, Fixed Annuities, Retirement Planning, Finance, Series 63, Estate Planning, Retirement, Training, Series 7, Investments, Wealth Management, FINRA, Variable Annuities, Financial Services, Securities, Asset Allocation, Series 6

Education
Clark University   1985 — 1989
BA, Economics

Bloomfield High School   1982 — 1985

Experience
The Prudential Insurance Company of America   April 2008 - Present

Skills
Investments, Retirement Planning, Mutual Funds, Insurance, Strategic Financial..., Portfolio Management, Retirement, Financial Services, Securities, Financial Planning, Series 63, Asset Allocation, Life Insurance, Disability Insurance

Education
California State Polytechnic University-Pomona
Master of Science (M.S.), Electrical and Electronics Engineering

Experience
UnitedHealthcare - Medicare and Retirement  June 2012 - Present
Aimia Inc  March 2004 - March 2012
TEKsystems  September 2001 - March 2004
The Prudential Insurance Company of America   April 1994 - January 2001

Skills
Business Intelligence, Business Analysis, Data Mining, Dashboards, Process Improvement, SAS, Data Warehousing, Data Analysis, Data Modeling

Education
Metropolitan State University   2009 — 2010
(supplemental studies), Statistics, ANOVA, Micro & Macro Economics, Accounting, 4.0

Augsburg College   1998 — 1999
Certificate, Information Technology, 3.9

New Mexico Institute of Mining and Technology   1981 — 1985
B.S., Basic Sciences

Experience
Illinois Mutual Insurance Company of Pioria, Ill.   January 2010 - Present
Columbian Financial Group  October 2008 - Present
Columbian Financial Group  October 2008 - Present
COLUMBIAN LIFE INS. CO.   October 2008 - Present
The Prudential Insurance Company of America   October 1971 - October 1998

Education
Florida Atlantic University   1968 — 1970
BSBA, Mktg, Bus. Admin.

Experience
The Prudential Insurance Company of America   June 2013 - Present
Helicopter Support Inc  November 1999 - June 2012
Sikorsky Aircraft  January 1997 - November 1999
First Union National Bank  April 1994 - December 1997

Education
Albertus Magnus College   2008 — 2011
B.S, Business Administration, Business Management

Experience
The Prudential Insurance Company of America   July 2012 - Present
Strategic Financial Partners  September 2011 - June 2012
Memorial Healthsystem   July 2008 - June 2011
United States Air Force  January 1984 - August 2008

Skills
Business Process..., Budgets, Analysis, Air Force, Change Management, Coaching, Customer Service, DoD, Finance, HIPAA, Financial Analysis, Healthcare, Healthcare Information..., Human Resources, Leadership, Leadership Development, Management, Marketing, Military, Operations Management, Organizational..., Process Improvement, Program Management

Education
Webster University   2006 — 2008
Masters, Business Administration

Wayland Baptist University   2003 — 2004
Bachelor of Science, Business Administration

Community College of the Air Force   1996 — 1999
Associate in Applied Science, Health Care Management

Experience
The Prudential Insurance Company of America   March 2012 - Present
MassMutual Financial Group  October 2010 - March 2012
Bankers Life and Casualty  May 2006 - October 2010
Vaughn Specific Chiropractic   August 2003 - March 2006
TeamSearch, Inc   March 2000 - October 2001
General Nutrition Centers, Inc  November 1994 - August 1999
University of California  May 1993 - May 1998

Skills
Investment Advisory, Strategic Financial..., Retirement Planning, Estate Planning, Financial Advisory, Long-term Care, Life Insurance, Medicare, Retirement, Investment Strategies, Insurance, Health Insurance, Financial Planning, Income Distribution, Wealth Management, Financial Analysis, Mutual Funds, Variable Annuities, Fixed Annuities, Indexed Annuities, Medicare Supplements, Medicare Advantage

Education
University of Pittsburgh   1989 — 1992

Westminster College (PA)   1983 — 1985
BS

Carnegie Mellon University   1976 — 1982

Greenville Senior High School   1972 — 1976

Experience
The Prudential Insurance Company of America   April 2012 - Present
undefined  2006 - 2008
Avon Products  July 1998 - April 2006
AT&T  1991 - 1998

Skills
Budgets

Education
Aurora University   1994 — 1996
MBA, Business Management

Experience
Ascensus  May 2015 - Present
The Prudential Insurance Company of America   October 1996 - May 2015
United States Air Force  1987 - 1991

Skills
Insurance, Process Improvement, Marketing Strategy, Strategic Planning, Life Insurance, Risk Management, Direct Marketing, Series 63, Financial Services, Employee Benefits, FINRA, Fixed Annuities, Leadership, Retirement, Series 6, Strategic Financial..., Vendor Management

Education
Cardinal Stritch University   1999 — 2001
M.S., Management

University of Wisconsin-Eau Claire   1992 — 1996
B.S., Criminal Justice

Experience
The Prudential Insurance Company of America   May 2012 - October 2014
G2 Enterprises, LLC   January 2001 - April 2007
Columbia University Medical Center  1995 - 2000

Skills
Social Media, Insurance, Investments, Public Relations, Event Management, Marketing Strategy, Small Business, Management, Business Planning, Analysis, Leadership, Strategy, Budgets, Entrepreneurship, Management Consulting, Training, Community Outreach, Fundraising, Program Management, Research

Education
Kean University   2014 — 2016
Bachelor of Science (BS), Management of Organizations, 3.78

City University of New York-Hunter College   1988 — 1994
Pre-Medicine/Pre-Medical Studies

Andrew Jackson High School   1984 — 1988
Pre-Health Sciences

Experience
The Prudential Insurance Company of America   January 2015 - Present
Minnesota P.R.E.P. Basketball Organization   June 2012 - Present
Minnetonka High School  November 2012 - March 2013
Ameriprise Financial  January 2012 - August 2012
Ameriprise Financial  May 2011 - January 2012
RiverSource Life Insurance Company   May 2010 - May 2011
Outside Distribution   August 2006 - May 2010
Outside Distribution   August 2004 - August 2006
Invesco Aim  October 2000 - August 2004

Skills
Sales, Retirement, Fixed Annuities, Financial Services, Mutual Funds, Coaching, Variable Annuities, File Management, Coordination, Corporate Communications, Sales Presentations, Relationship Management, Customer Service, Marketing, Management, Process Improvement, Finance, Recruiting, Team Building

Education
Abilene Christian University   1998 — 2000
B.A, Business Administration; Finance

Montana State University-Bozeman   1996 — 1998

Frank Phillips College   1994 — 1995

Klein Forest High School   1991 — 1994

Experience
First State Bank  June 2015 - Present
PNC  August 2014 - May 2015
The Prudential Insurance Company of America   May 2012 - August 2014
The Limited  April 2012 - January 2014
Springleaf Financial Services  July 2007 - May 2012

Skills
Credit, Word, Excel, Customer Relations, Microsoft Office, Insurance, Loans, Mortgage, Customer Service, Retail, Mortgage Lending, Documentation, Team Building, New Business Development, Microsoft Excel, Microsoft Word, Leadership, Training, Process Improvement, Sales, Employee Training, Financial Analysis, Life Insurance, Marketing, Series 63, Social Networking, Finance, Risk Management, Social Media, Employee Benefits, Management, Public Speaking, Investments, Financial Services, PowerPoint

Education
DePaul University   2015 — 2017

Danville Area Community College   2003 — 2005
Associate of Arts and Sciences (A.A.S.)

Hoopeston Area High School   1999 — 2003
Diploma, General Studies

Experience
Virtus Investment Partners  June 2015 - Present
The Prudential Insurance Company of America   April 2014 - May 2015
MetLife  April 2010 - March 2014
MetLife  July 2005 - April 2010
Traveler's Life & Annuity - member of Citigroup   April 2004 - July 2005
Traveler's Life & Annuity - member of Citigroup   October 2002 - April 2004
Morgan Stanley  June 2001 - October 2002

Education
Eastern Connecticut State University   2000 — 2001
Bachelor of Science, Business Administration, Finance Concentration

University of Connecticut   1995 — 1999

Experience
The Prudential Insurance Company of America   October 2007 - Present
Radio Disney  October 2007 - February 2009
GMR Marketing  June 2007 - February 2009
SIRVA Relocation  May 2006 - June 2007

Skills
Project Coordination, Marketing Communications, Business Relationship..., Marketing Strategy, Social Media Marketing

Education
Capella University   2008 — 2009
Master of Business Adminstration, Marketing

St. Cloud State University   2004 — 2006
B.A., Economics

North Hennepin Community College   2002 — 2004
A.A.

Experience
TD  September 2013 - November 2014
The Prudential Insurance Company of America   May 2013 - September 2013
Self Employed - International Trade   March 2012 - October 2012
Huawei Technologies  December 2010 - March 2012
Bank Pasargad   January 2008 - December 2010
Standard Chartered Bank  April 2004 - September 2007
Parsian Bank  October 2003 - March 2004
CSS Group (EPC Contractor)   September 2002 - October 2003
BNY Mellon  April 2000 - July 2002
Republic Bank of New York / HSBC   October 1998 - April 2000

Skills
Financial Analysis, Financial Reporting, Business Relationship..., Banking Relationships, Budget Process, Financial Forecasting, Trade Finance, Structured Trade, Project Finance, ECA, Accounting, Management, Contract Negotiation, Contractual Risk..., Sales Finance, Credit Analysis, Loan Documents, Primevera, Anti Money Laundering, Business Planning, Corporate Finance, Banking, Credit, Negotiation, Capital Markets, Analysis, Cash Management, Risk Management, Financial Modeling, Portfolio Management, Forecasting, Finance, Budgets, Business Development, Valuation, Strategic Financial..., Due Diligence, Investments, Investment Banking, Financial Risk, Financial Services, CRM, Treasury Management, Commercial Banking, FX Options, Derivatives, Credit Risk, Bloomberg, Emerging Markets, Mergers & Acquisitions

Education
Fairleigh Dickinson University   1997 — 1999
MBA, FINANCE, 3.4

William Paterson University of New Jersey   1993 — 1997
B.S., Accounting & Finance, 3.6

Worcester Academy

Experience
Bio-Botanica Inc  August 2015 - Present
Rocket Mgmt/Rocket Talent   September 2012 - July 2015
DiMaggio Spierer PLLC   July 2013 - February 2014
Bio-Botanica Inc/Nature's Answer   April 2013 - June 2013
Kozy Shack Enterprises  February 2006 - July 2012
Jaspan Schlesinger LLP  August 1999 - November 2002
The Prudential Insurance Company of America   April 1996 - November 1999
United Auto Group  1998 - 1999
NEXTEL  1993 - 1996

Skills
FDA Labeling..., Legal Writing, Intellectual Property, Analysis, Corporate Law, Outlook, Contract Negotiation, Litigation, Microsoft Word, Microsoft Excel, Microsoft Office, Legal Assistance, Marketing, Human Resources, Consumer Products, Cross-functional Team...

Education
City University of New York-Queens College
Master of Arts (M.A.), Elementary Education and Teaching

Fairleigh Dickinson University
Paralegal Studies Program

Ithaca College
Bachelor of Arts, Sociology

JP Stevens

Experience
BNY Mellon Wealth Management  February 2014 - Present
Capstone Affluent Strategies   October 2012 - January 2014
The Prudential Insurance Company of America   February 2012 - October 2012
Colonial Life  October 2010 - February 2012
JP Morgan Chase  January 2010 - October 2010
Banc of America Investments/ J.P. Morgan Chase   October 2007 - January 2010
Bank of America  December 2004 - October 2007

Skills
Series 7, Insurance, Securities, Annuities, Retirement Planning, Series 66, Series 24, series 51, management, Management, Senior Executive..., Fixed Annuities, Uniform Combined State..., Series 63, Finance, Financial Planners, Long-term Care, Retirement, Wealth, Employee Benefits, Strategic Financial..., Term Life Insurance, Mutual Funds, Financial Services, Life Insurance, Financial Advisory, Health Insurance, FINRA, Disability Insurance, Asset Allocation, Investment Advisory, Portfolio Management, 401k, Alternative Investments, Asset Management, Investment Strategies, Estate Planning, Series 6, IRAs, Investments, Certified Financial..., Variable Annuities, Wealth Management..., Equities, Series 65, Financial Planning

Education
University of Pennsylvania - The Wharton School   2014 — 2014
Executive Education, Finance and Wealth Management

Drexel University   2012 — 2014
Master of Business Administration (M.B.A.), Innovation and Entrepreneurship

College of Financial Planning   2008 — 2009
CFP and Masters in Finance, Finance

California State University-Chico   2001 — 2006
Business, Marketing

Exit Planning Institute
Certified Exit Planning Advisor (CEPA), Mergers and Acquisitions, Valuation, Exit Options, Post Sale Cash Flow Lifestyle Modeling

Experience
The Prudential Insurance Company of America   May 2010 - Present
The Prudential Insurance Company of America   January 2008 - May 2010
Capitas Financial - Interchange Brokerage   November 2004 - January 2008
Country Insurance & Financial Services  June 2001 - November 2004

Skills
Property & Casualty..., Underwriting, Financial Services, FINRA, Securities, Financial Advisory, Whole Life, Licensed Life

Education
The American College   2015 — 2017
CLU

Crown College   2011 — 2014
Master of Business Administration (MBA)

Crown College   2007 — 2010
BS, Business Management & Ethics

St. Cloud State University   1997 — 1999

Experience
TD Bank  August 2015 - Present
Keller Williams Realty West Monmouth  January 2013 - Present
The Prudential Insurance Company of America   January 2013 - August 2015
Waterfront College Planning   April 2011 - August 2012
Weichert Realtors  April 2009 - March 2011
RE/MAX Homeland REALTORS  April 2007 - April 2009
Remax Homeland Realtors  March 2005 - April 2007
Coldwell Banker  February 2003 - March 2005
HSBC  1999 - 2001
Republic National Bank of N.Y.   1980 - 1999

Skills
Selling, Real Estate, Marketing, Investment Properties, First Time Home Buyers, Project Management, Property Management, Investors, Sales, Investments, Sellers, Foreclosures, Client Development, Management, Advertising, Residential Homes, Real Estate Transactions, Short Sales, Leadership, Marketing Strategy, Strategic Planning, Team Building, Small Business, General Insurance, Team Leadership, Banking, Program Management

Education
City University of New York-Baruch College - Zicklin School of Business   1972 — 1973
MBA, Marketing

Howard University   1964 — 1969
BA, Economics

Experience
Amfrann Consulting Corporation   October 2014 - Present
The Prudential Insurance Company of America   February 2014 - August 2014
Amfrann Consulting Corporation   May 2011 - January 2014
Lloyds Banking Group  August 2010 - February 2011
New York Women's Chamber of Commerce   January 2008 - July 2010

Skills
Experience in Business..., Business Planning, Management Consulting, Program Management, Credit, Proposal Writing, Budgeting, Customer Relations, Strategic Planning, Small Business, Microsoft Office, Financial Analysis, Budgets, Customer Service, Entrepreneurship, Leadership, Nonprofits, Training, Business Strategy, Strategy, Business Development, Negotiation, Coaching, Fundraising, Team Building, Leadership Development, Management, Marketing, Finance, Organizational..., Start-ups, Contract Negotiation, Risk Management, Contract Management, Project Planning, Analysis, Change Management, Project Management, Team Leadership, Mergers & Acquisitions

Education
Advanced Turner School of Construction Management in partnership with ACE School of Professional & Community Development Medgar Evers College   2009 — 2010
Certificate, Construction Management

SUNY The Levin Institute   2012 — 2012
Certificate, Entrepreneurship/Entrepreneurial Studies

Ateneo de Manila University Graduate School of Business   1982 — 1984
Masteral, Business Administration

University of San Carlos Technological Center   1972 — 1977
Bachelor of Science, Architecture

Stella Maris School
High School

Experience
HCR Manor Care  February 2013 - Present
HCR ManorCare  February 2013 - Present
The Prudential Insurance Company of America   June 2012 - February 2013
Follett Higher Education Group  January 2005 - August 2010
Pembrooke Health and Rehab   December 2009 - June 2010
Rosemont College Bookstore   May 2003 - August 2004

Skills
Interpersonal..., PowerPoint, Excel, Management, Teamwork, Leadership, Data Entry, Retail, Sales, Microsoft Office, Team Leadership, Process Improvement, Forecasting, Merchandising, Financial Analysis, Team Building

Education
TEMPLE UNIVERSITY, Fox School of Business   2008 — 2010
Bachelor, Business Administration; Finance

Delaware County Community College   2005 — 2008
Associates of Science, Business Administration

Experience
KPMG  May 2015 - Present
KPMG  October 2013 - May 2015
The Prudential Insurance Company of America   March 2011 - May 2013
American University  September 2009 - May 2011

Skills
Finance, Microsoft Excel, Marketing, Financial Analysis, Microsoft Office, Financial Modeling, Bloomberg

Education
American University - Kogod School of Business   2009 — 2013
Bachelor of Science in Finance, Chinese Language Minor, Major GPA: 3.89

Passed Level 1 of the CFA Program

Experience
McCollum Christoferson Group   March 2012 - Present
Harold C. Brown & Company   December 1999 - February 2012
CUNA Mutual Group  March 1993 - November 1999
The Prudential Insurance Company of America   June 1992 - March 1993

Skills
Investment Management, Certified Financial..., Series 7, Portfolio Management, Investments, Financial Services, Asset Allocation, Investment Strategies, High Net Worth..., Investment Advisory, Alternative Investments, Series 63, Bonds, Wealth Management, Public Speaking, Management, Finance, Strategic Planning

Education
Canisius College   1988 — 1992
Finance, General

Orchard Park High School   1984 — 1988

Experience
The Prudential Insurance Company of America   April 2014 - Present
Tipton Diversifed   January 2013 - March 2014
Wells Fargo  October 2013 - November 2013
Ameriprise Financial  October 2010 - December 2012
Wells Fargo Investments, LLC  October 2009 - July 2010
Wells Fargo Investments, LLC  December 2006 - September 2009
Northland Inn & Conference Center   1998 - 2001

Skills
Retirement Planning, Sales, Insurance, Estate Planning, Investment Strategies, Investment Analysis, Investments, Wealth Management, Securities, Life Insurance, Asset Allocation, Retirement, Disability Insurance, Mutual Funds, Portfolio Management, Financial Advisory, Asset Management, Investment Advisory, Fixed Annuities, Uniform Combined State..., Financial Modeling, Investment Management, Fixed Income, 401k, Options, Pensions, Stocks, Long-term Care, Long Term Care Insurance, Variable Annuities, IRAs, Finance, 401k Rollovers

Education
College for Financial Planning   2011 — 2011
CHARTERED RETIREMENT PLANNING COUNSELOR AND CRPC®

University of Minnesota Duluth   2000 — 2005
BBA, Finance

Experience
Norton Basu LLP   February 2014 - Present
Bay Area Legal Aid  October 2013 - February 2014
Global Law Alliance, in association with SNR Denton UK LLP   January 2012 - August 2013
Heidrick & Struggles  September 2010 - December 2011
IBM Singapore Pte Ltd  2004 - 2006
OM Kotak Mahindra Life Insurance   2003 - 2003
HSBC Insurance (India)   2002 - 2003
Pricewaterhouse Coopers India   2000 - 2001
The Prudential Insurance Company of America   1998 - 2000
Securities Data Company (part of Thomson)   1997 - 1998

Skills
Management Consulting, Process Engineering, Financial Management, Insurance, Managerial Finance, Management, Legal Research, Legal Writing, Legal Assistance, Legal Advice, Business Process, Start-ups

Education
Concord Law School - Kaplan University   2008 — 2011
JD

William Paterson University of New Jersey   1988 — 1991
BA, Mathematics

Experience
The Prudential Insurance Company of America   December 2014 - Present
Standard Chartered Bank  July 2014 - December 2014
Standard Chartered Bank  August 2012 - July 2014
Morgan Stanley  March 2010 - August 2012
KPMG  August 2001 - March 2010
Salomon Smith Barney  January 2000 - July 2001

Skills
Finance, Auditing, Management, Corporate Finance, Portfolio Management, Analysis, Financial Reporting, Risk Management, Accounting, Mutual Funds, Securities, Internal Controls, IFRS, Financial Analysis, GAAP, Budgets, Banking, Program Management, Sarbanes-Oxley Act, Internal Audit, Derivatives, Tax, Financial Statements, Project Management, Financial Accounting

Education
City University of New York-Hunter College   1994 — 1999

City University of New York-Hunter College   1994 — 1999
Master’s Degree, Accounting

Experience
The Prudential Insurance Company of America   March 2010 - Present
Worldwide Wealth Management  April 2005 - November 2009
Glenwood Stables;Hauppauge NY   November 2003 - April 2005
REID & ASSOCIATES VETERINARY MEDICAL SURGERY CENTER, Wellington, FL   May 2003 - November 2003

Skills
Customer Service, Microsoft Office, Marketing, Microsoft Word, PowerPoint, Sales Management, Social Media, Event Planning, Time Management, Social Media Marketing, Horse Care, Horse Training, Equine Nutrition, veterinary assistant, Horse Sales, Travel Planning, Meeting Scheduling, Marketing Management

Education
Cazenovia College   1994 — 1996
Associate's Degree, Equine Business Management

Experience
Ingersoll Rand  June 2008 - Present
Trane / American Standard   2001 - Present
Honeywell  March 2000 - March 2001
The Prudential Insurance Company of America   1988 - 2000
Prudential Healthcare  1988 - 2000

Skills
Benefits Administration, HRIS, Management, Employee Benefits, Mergers & Acquisitions, Healthcare, Disability Insurance, Deferred Compensation, Executive Pay, Insurance, Compensation & Benefits, Employee Relations, Employee Engagement, Change Management

Education
Fairleigh Dickinson University   1990 — 1996
MBA, Finance

University of Scranton   1981 — 1985

Experience
Principal Financial Group  May 2015 - Present
The Prudential Insurance Company of America   October 2013 - Present
First Command Financial Services  July 2012 - September 2013
FortuneBuilders Team   March 2011 - July 2012

Skills
Financial Services, Investments, Leadership, Management, Marketing, Portfolio Management, Public Speaking, Strategic Financial..., Microsoft Excel, Social Media Marketing, Financial Planning, Strategic Planning

Education
California State University-Sacramento   2000 — 2006
Bachelor of Business Administration (BBA), Risk Management and Insurance

Experience
The Prudential Insurance Company of America   January 2013 - Present
The Hartford  January 2011 - January 2013
Highland Capital Brokerage  March 2009 - January 2011
Crump Group, Inc  August 2001 - February 2009

Skills
Wealth Preservation..., Estate Planning, Income Protection, Retirement Planning, Long Term Care Insurance, Insurance, Sales, Fixed Annuities, Management, Employee Benefits, Life Insurance, Retirement, Term Life Insurance, Wealth, Universal Life, Risk Management, Long-term Care

Education
Cardinal Stritch University   2004 — 2006
MBA, Business Operations

University of Wisconsin-Madison   1995 — 2001
Bachelor's degree, Economics

Experience
The Prudential Insurance Company of America   June 2013 - Present
The Prudential Insurance Company of America   March 1987 - Present

Education
Austin College   1974 — 1978
BA, Economics

Austin College Sherman Tx

Experience
Prudential Insurance  Director, Project ManagementPrudential2001 - Present
The Prudential Insurance Company of America   2001 - Present
Prudential Financial  2001 - Present

Skills
Vendor Management, Business Analysis, Project Management, Software Project..., Requirements Gathering, PMO, Process Improvement, SDLC, Requirements Analysis, IT Strategy, Project Portfolio...

Education
Stevens Institute of Technology   1998 — 2000
M.S., Information Systems

Carleton College   1980 — 1984
B.A., Mathematics

Experience
United States Postal Service  February 1995 - Present
Town of Swampscott  May 2009 - April 2012
City of Revere  January 2000 - January 2008
Financial Collection Agency (FCA)   March 1994 - March 1996
Wonderland Greyhound Park   November 1993 - October 1994
Sterling Suffolk Racecourse aka Suffolk Downs   November 1993 - March 1994
The Prudential Insurance Company of America   1985 - 1986
Reporter Publications Inc.   1984 - 1985
Christy's Market Inc.   1984 - 1984
Department of Corporations & Taxation, Massachusetts Department of Revenue (DOR)   1982 - 1983

Skills
Public Relations, Media Relations, Press Releases, Publicity, Internal Communications, Marketing Communications, Crisis Communications, Editing, Communications Planning, Speech Writing, Message Development, Newsletters, Event Planning, Event Management, Social Media, Local Government, Government Agencies, State Government, Collections, Third Party Collections, Judgment Collections, Debt Settlement, Bill Payment, Newspaper Advertising, Newspaper Columnist, Public Speaking, Tax Collections, Security, Lottery, Campaign Plans, Campaign Strategies, Union Organizing..., Union Elections, Political Campaigns, Political Communication, Political Advertising, Labor Relations, Labor Management, Postal Affairs, Retail Sales, Convenience Stores, State Politics, City / Town Politics, County Politics, Residential and..., Schools, Election Monitoring, Church Events, Insurance, Real Estate

Education
Harvard University Kennedy School of Government   2003 — 2004
Certificate of Completion, Government

Lee Institute   1993 — 1993
Certificate of Completion, Real Estate / Mass. General Laws & Licensing

Northeastern University   1990 — 1990
Certificate of Completion, Credits

Bunker Hill Community College   1982 — 1983
Certificate of Completion, Credits, Advanced Math Courses

Saint Dominic Savio   1975 — 1979
Diploma, College Preparatory

Experience
The Prudential Insurance Company of America   February 2012 - Present
Hartford Life  January 2010 - March 2012
Saybrus Partners  July 2009 - December 2009
Phoenix  November 2008 - July 2009
Phoenix  January 2006 - November 2008
Phoenix  February 2005 - 2008
Phoenix  2002 - 2005

Education
Fordham University   1983 — 1987
Business, Finance

Experience
The Prudential Insurance Company of America   October 2010 - Present
Primerica Financial Services  January 2007 - November 2010
COMPUTER SCIENCE CORPORATION  February 2003 - January 2007
Motorola, Inc  April 2000 - January 2003
THE VANGUARD GROUP  January 1997 - April 2000
United States Air Force  April 1986 - April 1996

Education
DeVry University
Bachelor of Science, Technical Management

Experience
Blue Cross Blue Shield Florida  July 2015 - Present
Blue Cross Blue Shield Florida  August 2002 - Present
Homeside Lending/WAMU   November 2000 - August 2002
The Prudential Insurance Company of America   1997 - 2000

Skills
Computer Security, Visio, HIPAA, Healthcare Information..., SDLC, SharePoint, Access, RACF, Systems Analysis, Disaster Recovery, JCL, Microsoft SQL Server, TSO, Healthcare IT, Business Analysis, Agile Methodologies

Education
University of Phoenix-Jacksonville   2001 — 2003
Information Technology

Florida Community College at Jacksonville
Associate of Science (A.S.), Insurance Management

Experience
CB Richard Ellis  CFOJacoby Development, Inc.January 1997 - January 1999
Holiday Inn Worldwide, Inc.   November 1991 - December 1996
The Prudential Insurance Company of America   November 1981 - November 1991
Laventhol & Horwarth   January 1979 - October 1981

Education
Cornell University   1976 — 1978
BS, Hotel - Real Estate - Finance

Experience
The Prudential Insurance Company of America   July 2012 - Present
General Dynamics Advanced Information Systems  1980 - 2009

Skills
DoD, Systems Engineering, Security Clearance, Government Contracting, Earned Value Management, C4ISR, Military, System Design, Integration, Project Planning, Engineering Management, Defense Contracting, Defense, Program Management, Requirements Management, Configuration Management, ITAR, Product Development, Testing, Risk Management, Air Force, Information Assurance, Requirements Analysis, Customer Service, Command, Intelligence Analysis, System Architecture, Proposal Writing, Software Development, Technical Writing, Insurance and Financial..., Retirement Planning, Long Term care, Small Business Needs, 401k Rollovers, Health Insurance, Disability Insurance

Education
Cal Poly San Luis Obispo
BSEL, Electrical and Electronics Engineering

Experience
The Prudential Insurance Company of America   June 2014 - Present
American Insurance Organization  January 2013 - May 2014
Lincoln Financial Distributors  March 2009 - January 2013
Lincoln Financial Distributors  May 2003 - February 2009
Lincoln Financial Group  1999 - 2004

Skills
Insurance, Fixed Annuities, Life Insurance, Financial Services, Long-term Care, FINRA, Disability Insurance, Retirement Planning, Variable Annuities, Mutual Funds, New Business Development, Licensing, Securities, Wholesale, Marketing, Employee Benefits, 401k, Long Term Care Insurance, Compliance, Wholesaling, Long Term Care

Education
Central Connecticut State University   1993 — 1998
B.A., Communication

Experience
BB&T  June 2014 - Present
The Prudential Insurance Company of America   May 2013 - June 2014
Prudential Financial  July 2011 - April 2013
Saybrus Partners  2009 - July 2011
Phoenix Life Insurance Company  April 2006 - December 2009
Prudential Financial  September 1993 - March 2006
Prudential Financial  July 1990 - August 1993
Prudential Financial  November 1988 - June 1990
Prudential Financial  September 1987 - November 1988
US Navy  July 1980 - August 1987

Education
East Carolina University   1974 — 1979
BS, Business Administration

Experience
The Prudential Insurance Company of America   October 2007 - Present
The Prudential Insurance Company of America   May 2006 - September 2007
The Prudential Insurance Company of America   March 2005 - May 2006
The Prudential Insurance Company of America   March 2000 - March 2005
Integrity Insurance Company  January 1994 - December 1999

Skills
Risk Management, Securities, Insurance, Management, FINRA, Capital Markets, Banking, AML, Project Management, Financial Risk, Operational Risk..., Auditing, Program Management

Education
Fairleigh Dickinson University   1997 — 2001
Master's degree, Corporate and Organizational Communications

Fairleigh Dickinson University   1983 — 1987
Bachelor's degree, Political Science

Experience
We Insure Group, Inc.   April 2015 - Present
The Prudential Insurance Company of America   2012 - 2014
Allstate Insurance Co/ Talluto Insurance Agency   2010 - 2012
Allstate Insurance Co/ Linda P. Cook Agency   June 2000 - January 2010

Skills
Fixed Annuities, Property & Casualty..., Life Insurance, Retirement, Long-term Care, Insurance, Public Speaking, Customer Service, Small Business, Marketing, Term Life Insurance, Sales, Disability Insurance

Education
Florida State University
Bachelor of Science (B.S.), Marketing

Experience
Intermix Legal Group   April 2013 - Present
Youth Job Center of Evanston, Inc.   2007 - Present
Nichols Middle School  June 2014 - Present
Chicago Volunteer Legal Services  2011 - 2014
Washington School  2011 - 2013
Jones Day  October 1997 - January 2011
Cherry Preschool Board of Directors   June 2009 - June 2010
U.S. District Court for the Northern District of Illinois   September 1995 - September 1997
Cook County Circuit Court  September 1994 - August 1995
The Prudential Insurance Company of America   August 1989 - August 1991

Skills
Writing, Editing, Non-profits, Research, Strategic Planning, Fundraising, Litigation, Commercial Litigation, Legal Research, Public Speaking, Program Development, Public Policy, Nonprofits, Community Outreach, Appeals, Grant Writing, Volunteer Management, Business Transactions, Courts, Legal Writing, Event Planning, Policy Analysis, Corporate Governance, Mediation, Civil Litigation

Education
University of Notre Dame   1985 — 1989
BA, American Studies/Arts & Letters Program for Administrators

Chicago-Kent College of Law, Illinois Institute of Technology   1991 — 1994
JD, Law

Experience
The Prudential Insurance Company of America   September 2008 - Present
Bethel University  August 2006 - August 2008

Education
Saint Mary's University   2003 — 2006
Master's Degree

Bethel University   1998 — 2002
Bachelor of Arts (B.A.)

Experience
The Prudential Insurance Company of America   October 2013 - Present
AXA Equitable  April 2007 - October 2013

Education
Bridgewater State University
Bachelor of Science (BS), Marketing

Experience
Vindicia  October 2011 - Present
Information Builders  September 2008 - September 2011
Macro 4 Inc   January 2007 - July 2008
Sybase Inc  February 2001 - 2007
The Prudential Insurance Company of America   November 1997 - February 2001
UPS  March 1997 - November 1997

Skills
Databases

Education
The Chubb Institute   1996 — 1997
Diploma, Data Center Support

The Chubb Institute
Diploma

County College of Morris
Liberal Arts/Humanities

County College of Morris

Experience
M. Jeremy Ostow, Esq.   December 2014 - Present
DeCotiis, FitzPatrick & Cole, LLP   April 2011 - December 2014
McMANIMON & SCOTLAND L.L.C. One Riverfront Plaza   April 1992 - June 2009
FIDUCIARY TRUST COMPANY INTERNATIONAL  September 2000 - October 2002
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA   November 1997 - September 2000
THE LAWYERS' TRAVEL SERVICE   June 1995 - November 1997

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, HR Policies, Human Resources, Proposal Writing, Writing, Legal Research, Document Drafting

Education
Berkeley College   1990 — 1992
Associate's degree, Professional Administration

Berkeley College of Business   1990 — 1992
Associate's degree, Professional/Business Admin

Berkeley College-Woodland Park   1990 — 1992
Associate's degree, Professional Business

Nutley Senior High School   1985 — 1989
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

Experience
The Prudential Insurance Company of America   March 2014 - Present

Education
Lamar University   1992 — 2000
Master of Business Administration (MBA)

Abraham Baldwin Agricultural College

Experience
AFTRA Health and Retirement Funds  September 2011 - June 2015
AFTRA Health and Retirement Funds  March 2006 - August 2011
AFTRA Health and Retirement Funds  May 2004 - February 2006
AFTRA Health and Retirement Funds  August 1998 - April 2004
Saint Joseph School  September 1997 - July 1998
The Prudential Insurance Company of America   March 1981 - August 1996
The Prudential Insurance Company of America   May 1978 - February 1981

Skills
Written & Oral..., Research, Process Improvement, Cost Containment, Vendor Management, Staff Development, ERISA, PPACA, HIPAA

Education
Montclair State University   1993 — 1997
Master of Arts (M.A.), History

Fordham University   1971 — 1975
Bachelor of Arts (B.A.), American Studies

Experience
Adams, Barfield & Baity, LLP   HIPAA Compliance Manager, IT Director, ParalegalAdams, Barfield & Baity, LLP2007 - Present
Cellular Sales  2009 - 2010
Jeff Smith Automotive Management   2003 - 2006
The Prudential Insurance Company of America   1993 - 1995

Skills
Litigation, Corporate Law, Litigation Support, Intellectual Property, Legal Research, Civil Litigation, Mergers & Acquisitions, Corporate Governance, Commercial Litigation, Legal Writing, Licensing, Contract Negotiation, Legal Issues, HIPAA, Hospital Law, sales tax allocation, Human Resources, insurance, B2B, Telecommunications, municipal law, public housing law, Housing Authorities, Real Estate Law, Real Estate Transactions, Special Local Option..., Employment Contracts, Employment Law..., Sales, Sales Mangement, Cellular Communications, Legal Compliance, Westlaw, Construction Law, Family Law, Insurance, Sales Management, Leadership, Customer Service, Management

Education
Atlanta's John Marshall Law School   1996 — 1999
Doctor of Law (JD), Law

Mercer University   1989 — 1993
Bachelor of Business Administration (BBA), Business Administration and Management, General

The University of Georgia

Westwood

Experience
The Prudential Insurance Company of America   June 2014 - Present
Morgan Stanley  April 2009 - June 2014
Wachovia Securities  May 2001 - April 2009

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Life Insurance

Education
Dallas Baptist University   2005 — 2007
BBS, Finance

Collin County Community College   2004 — 2005
Associate of Arts (AA), General Studies