401K Exchange
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401K Exchange Employees
Shoes For Crews October 2013 - Present
WPB Elks 1352 April 2012 - Present
401K Exchange October 2001 - September 2012
Planet Smoothie October 2005 - July 2011
Skills
Management, Strategic Planning, Customer Service, Recruiting, 401k, Budgets, Microsoft Excel, Public Speaking, Microsoft Office, Relationship Management, Portfolio Management, Insurance, Market Research, Team Management, Sales, Team Building
Education
State University of New York College at Buffalo
Tuckahoe High School
ERISA Fiduciary Advisors, Inc. May 2009 - Present
House of Hope June 2009 - August 2011
White Horse Advisors, LLC February 2007 - May 2008
RSM McGladrey July 2004 - November 2006
Nationwide Financial 2002 - 2004
Pan-American Life Insurance Company 2001 - 2003
401k Exchange 2000 - 2001
Principal Financial Group 1989 - 1999
Skills
Investment Advisory, Fiduciary Liability, Retirement Solutions, Retirement Plans, 401k, Deferred Compensation, 403b, 457 Plans, Profit Sharing, Defined Benefit, Investments, Retirement, ERISA, Retirement Planning, Financial Advisory, Financial Services, Investment Management, Retirement Plan..., Qualified Retirement..., Insurance, Employee Benefits, Management, Training, Mergers & Acquisitions, Mutual Funds, Strategic Financial..., Pensions, Asset Allocation, Financial Planning, Series 63, Series 7
Education
University of Florida - Warrington College of Business Administration 1981 — 1985
BSBA, Marketing & Risk Management
Martin County High School 1978 — 1981
1981
PGA National Resort & Spa March 2012 - Present
401K Exchange January 2010 - January 2012
Golden Recovery January 2006 - January 2010
Karl Corporation January 2005 - January 2006
Skills
•Customer service, •Microsoft word, •Excel, •Being amicable and..., •Being detail oriented, •Stress management, •Project management, •Computer knowledge, •Meeting deadlines, •Negotiating, •Oral and written..., Follows deadlines, •Closing Skills, •Persistence, •Data Entry Skills, •Telephone Sales, •Customer Focus, Strongly self-motivated, Strong Sales, Sales, Management, Human Resources, Customer Service, Hotels, Accounting, Interviews, Microsoft Excel, New Business Development
Education
Royal Palm Beach High SchoolRoyal
Diploma
MCI Institute of Technology
1ST PRIORITY REALTY March 2015 - Present
Shaklee Corporation 2012 - Present
STERA LLC October 2008 - Present
Engel & Voelkers Miami September 2014 - March 2015
Illustrated Properties Real Estate PGA September 2012 - September 2014
Treasure Coast Global Business Council January 2012 - January 2013
Tradewind Real Estate Corp September 2011 - September 2012
Brixen Grosch Associates, Inc 2007 - 2008
401K Exchange August 2007 - November 2007
Pier Solutions 2006 - 2007
Skills
English, Russian, Real Estate, Real Estate Investment, Investment Properties, International Real..., Luxury, Waterfront, Rentals, Investors, Property, First Time Home Buyers, New Home Sales, Vacation Homes, Selling, Real Estate Transactions, Buyer Representation, Residential Homes, Single Family Homes, Real Property, Condos, Listings, Referrals, Move Up Buyers, Relocation Buyers, National Association of..., New Homes, Relocation, Sellers, Foreclosures, Short Sales, REO, Buyers, Property Management, Home Staging, Contract Negotiation, Negotiation, Sales
Education
University of Phoenix 2009 — 2015
MBA, Marketing
Gomel'ski Dzjaržauny Universitet imja Franciska Skarany 1989 — 1995
Bachelor's degree
#11
Hootsuite Media Inc. August 2015 - Present
Freelance Content/Copywriter & Social Media Manager March 2011 - Present
Elite Strategies December 2014 - March 2015
Florida Singles April 2012 - November 2014
401K Exchange March 2011 - April 2012
Strategic Legal Web March 2011 - March 2012
Firefly Travel April 2011 - August 2011
First Class Vacations March 2010 - January 2011
Krikorian October 2009 - January 2010
Grotto March 2007 - September 2008
Skills
Social Media, SEO copywriting, Web Content Optimization, Branding, Content Writing, HootSuite, Copywriting, Web Content Creation, Marketing Copy, Graphics, Web Content, Social Media Blogging, Promotional Copy, Social Media Marketing, Brand Management, Social Media Consulting, Blogging, Branding & Identity, Writing, Marketing, Training, Public Relations, Management, Budgets, Advertising, Hiring, Press Releases, Microsoft Office, Sales, Customer Service, Recruiting, Human Resources, Coaching, Sales Management, Office Management, Microsoft Word, Food, CRM, Salesforce.com, Process Scheduler, Data Entry, Facebook, Content Management, Social Networking
Education
Kean University 1999 — 2001
Psychology
Montgomery College 1996 — 1997
Psychology
Columbia Union College 1995 — 1996
English/Pre-Law
Hackettstown H.S.
Edwards and Company February 2013 - Present
Ronald S. Kantin October 2012 - Present
MetLife Insurance Co September 2007 - October 2012
Liberty National Life Ins. Co September 2004 - September 2007
Northwestern Mutual Financial Services September 2002 - August 2004
401K Exchange March 2000 - August 2002
Lytal & Reiter March 1990 - June 1998
Skills
Insurance Agents, Administrative Support, Switchboard Operator, Office Administration, Calendaring, Administrative..., Human Resources, Insurance Brokerage, Telephone Skills, Administrative Work, Medical Billing, Data Entry, Administration, Administrative..., Sales
Education
Florida State College at Jacksonville 2009 — 2009
2-15 License, FL Life, Health & Variable Annuity Licensing
South College 1988 — 1989
Admin/Exec Secretary Certificates
Forest Hill High School 1985 — 1988
Diploma
The Capital Grille February 2012 - Present
The Capital Grille June 2011 - February 2012
National Golf Foundation August 2008 - June 2011
The Capital Grille August 2008 - June 2011
Abercrombie & Fitch December 2007 - April 2008
Tropical Smoothie Café February 2001 - August 2007
401K Exchange May 2003 - August 2006
Stetson University August 2003 - May 2005
Skills
Customer Service, Sales, Marketing, Management, Event Planning, Event Management, Marketing Strategy, Social Networking, Social Media, Social Media Marketing
Education
Stetson University 2003 — 2007
Bachelor of Arts, Psychology
Stetson University
401K Exchange January 2012 - Present
Cardinal Golf and Country Club March 2010 - November 2011
Merrill Lynch May 2009 - August 2009
Grandover Resort August 2007 - August 2009
Education
University of North Carolina at Greensboro 2006 — 2011
B.S., Finance
Highlands High School 2002 — 2006
South Florida Radiation Oncology October 2014 - Present
CrossFit Port Saint Lucie March 2011 - December 2013
401K Exchange April 2006 - August 2010
US Army July 1999 - November 2003
Skills
Public Speaking, Customer Service, Nutritional Counseling, Strategic Planning, Microsoft Office, Microsoft Excel, Nutrition Education, Clinical Nutrition, Presentation Skills, Management, Recruiting, Salesforce.com, Client Services, Cold Calling, Lead Generation, Sales Presentations, Nutrition, Leadership, Small Business
Education
Keiser University 2011 — 2014
Bachelor's degree, Dietetics and Clinical Nutrition Services
Keiser University-Ft Lauderdale
Bachelor's degree, Dietetics and Clinical Nutrition Services
Retirement Plan Ratings September 2012 - Present
401K Exchange May 2011 - August 2012
Greater Ft. Lauderdale Chamber of Commerce February 1998 - February 2001
American Electronics Association May 1995 - May 1998
Goldline Laboratories February 1991 - May 1995
Education
Long Island University, C.W. Post Campus
M.S., Education
Monmouth University
B.A., Psychology
New York Institute of Technology-Old Westbury
MBA, Business - Labor Relations